想找到合适的机会投资美股的个人主页 - 老虎社区

想找到合适的机会投资美股

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想找到合适的机会投资美股

06-26

看一看效果

想找到合适的机会投资美股

06-26

这次我们应该能做好吧

想找到合适的机会投资美股

05-04

智谱真厉害

阿里、字节、智谱入选《时代》杂志2026年“十大最具影响力AI公司”名单

想找到合适的机会投资美股

05-04

中兴通讯不太行啊

花旗：中兴通讯(00763)首季收入符合预期但净利润逊

想找到合适的机会投资美股

04-11

金山云确实是不错的公司，现在估值低

异动解读 | 金山云盘中大涨10.39%，机构看好AI需求及OpenClaw概念推动

想找到合适的机会投资美股

03-04

谢谢分享，这个不错

直播：MiniMax 2025年全年业绩电话会议

想找到合适的机会投资美股

03-04

小米还是不错的

市场消息：小米计划每年推出一款新的智能手机处理器芯片

想找到合适的机会投资美股

02-24

美股这些我也知道啊，有利好就涨

AMD与Meta扩大战略合作，将向Meta部署6吉瓦AI芯片

想找到合适的机会投资美股

02-16

学习了

宽禁带半导体竞逐升维：规模化制造与系统创新定胜负

想找到合适的机会投资美股

02-14

是的

新思科技CEO预计存储器芯片短缺将持续到2027年

去老虎APP查看更多动态

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</p>\n<p class=\"h-time\">2026-04-30 17:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 《时代》杂志本周发布2026年“十大最具影响力AI公司”名单，字节跳动、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/02513\">智谱</a>入选，其余七家公司为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI、Alphabet、<a href=\"https://laohu8.com/S/META\">Meta</a>、Anthropic、Mistral及Hugging Face。榜单覆盖大模型、云算力与开源生态等关键环节，显示全球AI产业竞争格局加速走向多极化发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/YTI1MmE4Njc2MTkyMDEyMA==.jpg","relate_stocks":{"89988":"阿里巴巴-WR","BK4581":"高盛持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL 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href=http://www.zhitongcaijing.com/content/detail/1434330.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗发布研报称，中兴通讯(00763)首季收入同比增长6%至350亿元人民币(下同)，较市场预期高出3%。但毛利率受产品组合影响，同比下跌6个百分点至28.3%，较市场预期低2.7个百分点，部分被营运开支下跌12%所抵销。经营溢利同比跌13%至16亿元人民币，较市场预期低22%。该行维持“中性”评级，目标价25.4港元。花旗预期，中兴收入增长将由AI服务器、其他算力相关产品及...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1434330.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000063":"中兴通讯","00763":"中兴通讯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1434330.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2630363179","content_text":"智通财经APP获悉，花旗发布研报称，中兴通讯(00763)首季收入同比增长6%至350亿元人民币(下同)，较市场预期高出3%。但毛利率受产品组合影响，同比下跌6个百分点至28.3%，较市场预期低2.7个百分点，部分被营运开支下跌12%所抵销。经营溢利同比跌13%至16亿元人民币，较市场预期低22%。该行维持“中性”评级，目标价25.4港元。花旗预期，中兴收入增长将由AI服务器、其他算力相关产品及消费业务等新计划带动，应可抵销电讯网络业务的疲弱。","news_type":1,"symbols_score_info":{"000063":1.5,"00763":1.5}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552308701260072,"gmtCreate":1775875634741,"gmtModify":1775875637250,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"金山云确实是不错的公司，现在估值低","listText":"金山云确实是不错的公司，现在估值低","text":"金山云确实是不错的公司，现在估值低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552308701260072","repostId":"1167357828","repostType":2,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539048381986176,"gmtCreate":1772624498442,"gmtModify":1772624500886,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"谢谢分享，这个不错","listText":"谢谢分享，这个不错","text":"谢谢分享，这个不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539048381986176","repostId":"1857996265446682","repostType":17,"repost":{"id":4647,"live_id":"1857996265446682","type":2,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"MiniMax 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19:14","market":"us","language":"zh","title":"市场消息：小米计划每年推出一款新的智能手机处理器芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1108660188","media":"老虎资讯综合","summary":"3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片。卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。","content":"<html><head></head><body><p>3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。</p><p>周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。</p><p>去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片（SoC）。很少有智能手机厂商会自行设计SoC，并让SoC驱动其所安装的设备。</p><p>苹果三星拥有A系列芯片，而其他智能手机制造商则依赖高通等公司的SoC芯片。以及联发科。</p><p>“这是我们的第一款芯片产品。展望未来，我们很可能会每年发布一次升级产品，”卢先生在巴塞罗那世界移动通信大会期间接受CNBC采访时表示。</p><p>每年对SoC进行升级是一项浩大的工程，这符合苹果公司每年发布新款A系列芯片的节奏。卢先生表示，这款芯片将在今年于中国发布的一款设备中首次亮相，最终也将应用于该公司在海外销售的手机中。</p><p>卢的言论与小米副总裁徐飞9月份的说法不同，当时徐飞告诉CNBC，公司无法承诺每年都发布一款新产品。</p><p>定制化的SoC芯片可以让小米将硬件与软件紧密集成，从而与竞争对手的产品区分开来。小米已经开发了基于安卓系统的移动操作系统，名为HyperOS。</p><h2 id=\"id_951740719\">国际人工智能助手</h2><p>在中国，小米的设备配备了名为“小爱同学”的人工智能助手，该助手基于小米自主研发的人工智能模型构建。</p><p>小爱同学目前主要专注于小米在中国的产品。但陆正告诉CNBC，随着小米在海外推出电动汽车，该公司正准备面向国际市场发布一款人工智能助手。小米此前曾表示，电动汽车将于2027年在欧洲上市。</p><p>“当我们的汽车进入国际市场时，你会看到我们的人工智能代理也随之而来，”卢说。</p><p>卢先生表示，小米可能会寻求与谷歌合作，将谷歌的Gemini模型用于其海外人工智能助手以及小米自己的人工智能助手。</p><p>其他智能手机厂商也采取了类似的做法。三星在其设备中集成了不同的AI模型和产品，同时高度依赖谷歌的Gemini平台。</p><p>卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。</p><p>去年，小米CEO雷军表示，公司将在未来10年内至少投资500亿元人民币（约合69亿美元）用于自主芯片研发。</p><p>陆先生表示，这家总部位于北京的公司计划今年首次将其 XRing O1 芯片、HyperOS 操作系统和 AI 助手集成到一台设备中。</p><p>“它会首先进入中国市场，但最终，我们希望将其引入海外市场，”他补充道。</p></body></html>","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>市场消息：小米计划每年推出一款新的智能手机处理器芯片</title>\n<style 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19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。</p><p>周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。</p><p>去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片（SoC）。很少有智能手机厂商会自行设计SoC，并让SoC驱动其所安装的设备。</p><p>苹果三星拥有A系列芯片，而其他智能手机制造商则依赖高通等公司的SoC芯片。以及联发科。</p><p>“这是我们的第一款芯片产品。展望未来，我们很可能会每年发布一次升级产品，”卢先生在巴塞罗那世界移动通信大会期间接受CNBC采访时表示。</p><p>每年对SoC进行升级是一项浩大的工程，这符合苹果公司每年发布新款A系列芯片的节奏。卢先生表示，这款芯片将在今年于中国发布的一款设备中首次亮相，最终也将应用于该公司在海外销售的手机中。</p><p>卢的言论与小米副总裁徐飞9月份的说法不同，当时徐飞告诉CNBC，公司无法承诺每年都发布一款新产品。</p><p>定制化的SoC芯片可以让小米将硬件与软件紧密集成，从而与竞争对手的产品区分开来。小米已经开发了基于安卓系统的移动操作系统，名为HyperOS。</p><h2 id=\"id_951740719\">国际人工智能助手</h2><p>在中国，小米的设备配备了名为“小爱同学”的人工智能助手，该助手基于小米自主研发的人工智能模型构建。</p><p>小爱同学目前主要专注于小米在中国的产品。但陆正告诉CNBC，随着小米在海外推出电动汽车，该公司正准备面向国际市场发布一款人工智能助手。小米此前曾表示，电动汽车将于2027年在欧洲上市。</p><p>“当我们的汽车进入国际市场时，你会看到我们的人工智能代理也随之而来，”卢说。</p><p>卢先生表示，小米可能会寻求与谷歌合作，将谷歌的Gemini模型用于其海外人工智能助手以及小米自己的人工智能助手。</p><p>其他智能手机厂商也采取了类似的做法。三星在其设备中集成了不同的AI模型和产品，同时高度依赖谷歌的Gemini平台。</p><p>卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。</p><p>去年，小米CEO雷军表示，公司将在未来10年内至少投资500亿元人民币（约合69亿美元）用于自主芯片研发。</p><p>陆先生表示，这家总部位于北京的公司计划今年首次将其 XRing O1 芯片、HyperOS 操作系统和 AI 助手集成到一台设备中。</p><p>“它会首先进入中国市场，但最终，我们希望将其引入海外市场，”他补充道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108660188","content_text":"3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片（SoC）。很少有智能手机厂商会自行设计SoC，并让SoC驱动其所安装的设备。苹果三星拥有A系列芯片，而其他智能手机制造商则依赖高通等公司的SoC芯片。以及联发科。“这是我们的第一款芯片产品。展望未来，我们很可能会每年发布一次升级产品，”卢先生在巴塞罗那世界移动通信大会期间接受CNBC采访时表示。每年对SoC进行升级是一项浩大的工程，这符合苹果公司每年发布新款A系列芯片的节奏。卢先生表示，这款芯片将在今年于中国发布的一款设备中首次亮相，最终也将应用于该公司在海外销售的手机中。卢的言论与小米副总裁徐飞9月份的说法不同，当时徐飞告诉CNBC，公司无法承诺每年都发布一款新产品。定制化的SoC芯片可以让小米将硬件与软件紧密集成，从而与竞争对手的产品区分开来。小米已经开发了基于安卓系统的移动操作系统，名为HyperOS。国际人工智能助手在中国，小米的设备配备了名为“小爱同学”的人工智能助手，该助手基于小米自主研发的人工智能模型构建。小爱同学目前主要专注于小米在中国的产品。但陆正告诉CNBC，随着小米在海外推出电动汽车，该公司正准备面向国际市场发布一款人工智能助手。小米此前曾表示，电动汽车将于2027年在欧洲上市。“当我们的汽车进入国际市场时，你会看到我们的人工智能代理也随之而来，”卢说。卢先生表示，小米可能会寻求与谷歌合作，将谷歌的Gemini模型用于其海外人工智能助手以及小米自己的人工智能助手。其他智能手机厂商也采取了类似的做法。三星在其设备中集成了不同的AI模型和产品，同时高度依赖谷歌的Gemini平台。卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。去年，小米CEO雷军表示，公司将在未来10年内至少投资500亿元人民币（约合69亿美元）用于自主芯片研发。陆先生表示，这家总部位于北京的公司计划今年首次将其 XRing O1 芯片、HyperOS 操作系统和 AI 助手集成到一台设备中。“它会首先进入中国市场，但最终，我们希望将其引入海外市场，”他补充道。","news_type":1,"symbols_score_info":{"01810":1,"XIACY":1}},"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536270268388488,"gmtCreate":1771946246924,"gmtModify":1771946249625,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"美股这些我也知道啊，有利好就涨","listText":"美股这些我也知道啊，有利好就涨","text":"美股这些我也知道啊，有利好就涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536270268388488","repostId":"1174318979","repostType":4,"repost":{"id":"1174318979","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1771934607,"share":"https://www.laohunote.com/m/news/1174318979?lang=zh_CN&edition=full","pubTime":"2026-02-24 20:03","market":"us","language":"zh","title":"AMD与Meta扩大战略合作，将向Meta部署6吉瓦AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1174318979","media":"老虎资讯综合","summary":"与Meta Platforms深化合作。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 将在五年内向Meta出售价值高达600亿美元的人工智能芯片。</strong></p><p>AMD与 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> 今日宣布达成一项6吉瓦的协议，旨在为Meta的下一代AI基础设施提供多代AMD Instinct GPU的支持。此项协议拓展了双方现有的战略伙伴关系，并在芯片、系统和软件层面协调了发展路线图，以交付为Meta工作负载量身打造的AI平台。</p><p>AMD董事长兼首席执行官苏姿丰表示，很自豪能扩大与Meta的战略合作，他们正以前所未有的规模拓展AI的边界。作为协议的一部分，为进一步协调战略利益，<strong>AMD已向Meta授予了基于业绩条件的认股权证，最多可购买1.6亿股AMD普通股。</strong>AMD与Meta正在芯片、系统和软件层面展开全方位合作，以实现在全球范围内规模化部署AI基础设施，从而加速AI创新，并将AI驱动的服务和体验带给数十亿用户。</p><p>AMD盘前直线拉升，一度涨超15%。同时，Meta小幅跳水。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5dadd8cf33f259f03a76f4c12f3c370\" title=\"\" tg-width=\"966\" tg-height=\"429\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4b7948b0ee24d4c48de10adba270680\" tg-width=\"1161\" tg-height=\"408\"/></p><p></p></body></html>","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>AMD与Meta扩大战略合作，将向Meta部署6吉瓦AI芯片</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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nAMD与Meta扩大战略合作，将向Meta部署6吉瓦AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-24 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 将在五年内向Meta出售价值高达600亿美元的人工智能芯片。</strong></p><p>AMD与 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> 今日宣布达成一项6吉瓦的协议，旨在为Meta的下一代AI基础设施提供多代AMD Instinct GPU的支持。此项协议拓展了双方现有的战略伙伴关系，并在芯片、系统和软件层面协调了发展路线图，以交付为Meta工作负载量身打造的AI平台。</p><p>AMD董事长兼首席执行官苏姿丰表示，很自豪能扩大与Meta的战略合作，他们正以前所未有的规模拓展AI的边界。作为协议的一部分，为进一步协调战略利益，<strong>AMD已向Meta授予了基于业绩条件的认股权证，最多可购买1.6亿股AMD普通股。</strong>AMD与Meta正在芯片、系统和软件层面展开全方位合作，以实现在全球范围内规模化部署AI基础设施，从而加速AI创新，并将AI驱动的服务和体验带给数十亿用户。</p><p>AMD盘前直线拉升，一度涨超15%。同时，Meta小幅跳水。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5dadd8cf33f259f03a76f4c12f3c370\" title=\"\" tg-width=\"966\" tg-height=\"429\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4b7948b0ee24d4c48de10adba270680\" tg-width=\"1161\" tg-height=\"408\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bcc9ffe3c860d4445307db3497d2fd3f","relate_stocks":{"AMD":"美国超微公司","AMYY":"GraniteShares YieldBOOST AMD ETF","AMDY":"AMD期权收益策略ETF-YieldMax","AMDL":"2倍做多AMD ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","META":"Meta Platforms, Inc.","AMUU":"2倍做多AMD ETF-Direxion","AMDD":"1倍做空AMD ETF-Direxion","DAMD":"2倍做空AMD ETF-Defiance","AMDW":"Roundhill AMD WeeklyPay ETF","AMDG":"2倍做多AMD ETF- Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174318979","content_text":"美国超微公司 将在五年内向Meta出售价值高达600亿美元的人工智能芯片。AMD与 Meta Platforms, Inc. 今日宣布达成一项6吉瓦的协议，旨在为Meta的下一代AI基础设施提供多代AMD Instinct GPU的支持。此项协议拓展了双方现有的战略伙伴关系，并在芯片、系统和软件层面协调了发展路线图，以交付为Meta工作负载量身打造的AI平台。AMD董事长兼首席执行官苏姿丰表示，很自豪能扩大与Meta的战略合作，他们正以前所未有的规模拓展AI的边界。作为协议的一部分，为进一步协调战略利益，AMD已向Meta授予了基于业绩条件的认股权证，最多可购买1.6亿股AMD普通股。AMD与Meta正在芯片、系统和软件层面展开全方位合作，以实现在全球范围内规模化部署AI基础设施，从而加速AI创新，并将AI驱动的服务和体验带给数十亿用户。AMD盘前直线拉升，一度涨超15%。同时，Meta小幅跳水。","news_type":1,"symbols_score_info":{"AMDY":0.6,"AMDU":0.6,"AMDD":0.6,"AMDG":0.6,"AMD":2,"META":2,"AMDL":0.6,"AMYY":0.6,"AMDW":0.6,"AMUU":0.6,"DAMD":0.6}},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533245114667408,"gmtCreate":1771207752473,"gmtModify":1771207755073,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533245114667408","repostId":"2611676166","repostType":2,"repost":{"id":"2611676166","kind":"news","pubTimestamp":1770965820,"share":"https://www.laohunote.com/m/news/2611676166?lang=zh_CN&edition=full","pubTime":"2026-02-13 14:57","market":"us","language":"zh","title":"宽禁带半导体竞逐升维：规模化制造与系统创新定胜负","url":"https://stock-news.laohu8.com/highlight/detail?id=2611676166","media":"CCTIME飞象网","summary":"市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来。与此同时，制造规模与成本控制成为另一大决胜点。宽禁带半导体的规模化竞逐已全面展开，这既是技术创新的赛跑，也是产业链生态的构建。","content":"<html><body><article><p>行业数据显示，2025年第三季度全球电动车碳化硅（SiC）逆变器装机量同比增长22%，达到约150万台。这不仅意味着单一产品的市场增长，更揭示了一个明确的趋势：以氮化镓（GaN）和碳化硅（SiC）为代表的第三代宽禁带半导体，正跨越技术验证阶段，迈入规模化应用与产业竞争的关键时期。市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来。</p><p><strong>应用落地加速，GaN与SiC双线突破</strong></p><p>技术的价值最终体现在应用层面。当前，GaN凭借其高频、高效的特性，正快速渗透多个高增长领域。在数据中心，为应对AI算力带来的惊人功耗，基于800V高压直流架构的GaN解决方案已成为提升功率密度的关键。国内厂商<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>推出的第三代GaN技术，据称可将功率模块的功率密度提升一倍，同时显著降低损耗。在新能源汽车领域，GaN已成功应用于车载充电器，部分国内车企的量产方案已实现效率、功率密度与轻量化的综合提升。甚至在光伏领域，采用GaN双向开关的微型逆变器也已面世，其通过简化电路架构，在提升转换效率的同时降低了系统成本。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260213153002172v201cm7lgt3ix4c\"/><p>图片来源：英诺赛科官网</p><p>另一方面，SiC继续巩固其在高压、大功率场景中的统治地位。其技术突破沿着两大主线展开：一是制造端，12英寸大尺寸SiC衬底技术的进展（如<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>及国内企业的突破）是降低芯片成本、扩大产能的基础；二是器件端，<a href=\"https://laohu8.com/S/MIELY\">三菱电机</a>等公司推出的沟槽型SiC MOSFET结构，相比传统平面器件能显著降低导通损耗，这意味着电动汽车的续航能力可能更强，光伏逆变器的发电效率可以更高。</p><p><strong>竞争焦点转移：从单点性能到系统级创新</strong></p><p>行业竞争的底层逻辑正发生深刻演变。早期的较量多集中于器件本身的性能参数，而如今战火已蔓延至<strong>系统级创新</strong>和<strong>规模化制造能力</strong>两大核心战场。</p><p>工程师的设计理念也从追求单一器件性能最优，转向对效率、成本、体积、可靠性等多维度的全局平衡。例如，GaN的高频优势虽显著，但也带来了电磁干扰与热管理的挑战。因此，能够提供“器件+驱动+封装”协同解决方案的企业，正获得更多市场青睐。同样，SiC的普及不仅需要先进的芯片，更需要与之匹配的栅极驱动、高效散热设计和可靠的模块封装。这意味着，产业链的协同与整合能力变得前所未有的重要。</p><p>与此同时，<strong>制造规模与成本控制</strong>成为另一大决胜点。大尺寸晶圆（如12英寸SiC衬底、8英寸GaN-on-Si外延）的产业化进程，直接关系到终端产品的成本竞争力。业界领先企业正通过技术联盟、扩大资本投入来巩固制造优势，因为这是实现技术普惠和市场规模扩张的根本。</p><img src=\"http://i2023.danews.cc/upload/doc/20260213/698ec0db22d47/media/image2_sm.png\"/><p>12英寸碳化硅衬底实现厚度均匀性（TTV）≤1μm，图片来源：<a href=\"https://laohu8.com/S/300316\">晶盛机电</a>官网</p><p><strong>行业盛会聚焦未来，共探规模化落地路径</strong></p><p>面对从技术到制造、从器件到系统的全方位竞逐，行业亟须一个汇聚全球智慧、链接产业生态的平台，以共同应对挑战、把握机遇。将于<strong>2026年8月26日至28日</strong>在<strong><a href=\"https://laohu8.com/S/00152\">深圳国际</a>会展中心</strong>举办的<strong>PCIM Asia Shenzhen 2026</strong>（深圳国际电力元件、可再生能源管理展览会暨研讨会），正是这样一个关键枢纽。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260213153031326v201jmqcmbjudf9\"/><p>本届展会精准贴合产业发展趋势，汇聚全球超300家领军企业，集中展示前沿产品与技术解决方案。同期，主论坛“功率半导体<a href=\"https://laohu8.com/S/688257\">新锐</a>峰会”及多场主题分论坛免费开放，聚焦先进宽禁带半导体核心赛道，以“技术深潜、产业协同、趋势前瞻、精准对接”为核心价值，直击功率半导体产业链最关注的关键议题，深度洞察国际前沿技术走向，同步呈现国产宽禁带半导体最新进展，为行业技术决策者、科研带头人及产业投资者，提供可落地的战略参考与高效资源对接平台。</p><img src=\"http://i2023.danews.cc/upload/doc/20260213/698ec0db22d47/media/image4_sm.png\"/><p>尤为重要的是，PCIM Asia Shenzhen 2026立足于华南——全球最大的电子产品制造与创新应用集群之一，天然具备连接全球先进技术与庞大终端市场的优势。它不仅展示前沿产品，更通过“产学研交流专区”“电气化交通产业链专区”等特色设置，促进从材料、器件、模组到整机的全产业链对话与合作，加速创新成果的商业化落地。</p><p>宽禁带半导体的规模化竞逐已全面展开，这既是技术创新的赛跑，也是产业链生态的构建。在这一进程中，行业交流平台的价值不仅在于信息传递，更在于促进跨领域协作，共同推动电力电子技术的革新与突破。可以预见，在开放协作的浪潮之下，<a href=\"https://laohu8.com/S/02380\">中国电力</a>电子产业将加速驶向高性能、高可靠性的新蓝海，为全球绿色能源变革注入强劲的“芯”动力。</p><img src=\"http://i2023.danews.cc/upload/doc/20260213/698ec0db22d47/media/image5_sm.png\"/></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>宽禁带半导体竞逐升维：规模化制造与系统创新定胜负</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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宽禁带半导体竞逐升维：规模化制造与系统创新定胜负\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 14:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153117a49fb47a&s=b><strong>CCTIME飞象网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>行业数据显示，2025年第三季度全球电动车碳化硅（SiC）逆变器装机量同比增长22%，达到约150万台。这不仅意味着单一产品的市场增长，更揭示了一个明确的趋势：以氮化镓（GaN）和碳化硅（SiC）为代表的第三代宽禁带半导体，正跨越技术验证阶段，迈入规模化应用与产业竞争的关键时期。市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153117a49fb47a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300316":"晶盛机电","688981":"中芯国际","02577":"英诺赛科","BK4588":"碎股","BK4585":"ETF&股票定投概念","SOX":"费城半导体指数","BK4535":"淡马锡持仓","BK4182":"重型电气设备","ON":"安森美半导体","MIELY":"三菱电机","WOLF":"Wolfspeed Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153117a49fb47a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2611676166","content_text":"行业数据显示，2025年第三季度全球电动车碳化硅（SiC）逆变器装机量同比增长22%，达到约150万台。这不仅意味着单一产品的市场增长，更揭示了一个明确的趋势：以氮化镓（GaN）和碳化硅（SiC）为代表的第三代宽禁带半导体，正跨越技术验证阶段，迈入规模化应用与产业竞争的关键时期。市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来。应用落地加速，GaN与SiC双线突破技术的价值最终体现在应用层面。当前，GaN凭借其高频、高效的特性，正快速渗透多个高增长领域。在数据中心，为应对AI算力带来的惊人功耗，基于800V高压直流架构的GaN解决方案已成为提升功率密度的关键。国内厂商英诺赛科推出的第三代GaN技术，据称可将功率模块的功率密度提升一倍，同时显著降低损耗。在新能源汽车领域，GaN已成功应用于车载充电器，部分国内车企的量产方案已实现效率、功率密度与轻量化的综合提升。甚至在光伏领域，采用GaN双向开关的微型逆变器也已面世，其通过简化电路架构，在提升转换效率的同时降低了系统成本。图片来源：英诺赛科官网另一方面，SiC继续巩固其在高压、大功率场景中的统治地位。其技术突破沿着两大主线展开：一是制造端，12英寸大尺寸SiC衬底技术的进展（如Wolfspeed及国内企业的突破）是降低芯片成本、扩大产能的基础；二是器件端，三菱电机等公司推出的沟槽型SiC MOSFET结构，相比传统平面器件能显著降低导通损耗，这意味着电动汽车的续航能力可能更强，光伏逆变器的发电效率可以更高。竞争焦点转移：从单点性能到系统级创新行业竞争的底层逻辑正发生深刻演变。早期的较量多集中于器件本身的性能参数，而如今战火已蔓延至系统级创新和规模化制造能力两大核心战场。工程师的设计理念也从追求单一器件性能最优，转向对效率、成本、体积、可靠性等多维度的全局平衡。例如，GaN的高频优势虽显著，但也带来了电磁干扰与热管理的挑战。因此，能够提供“器件+驱动+封装”协同解决方案的企业，正获得更多市场青睐。同样，SiC的普及不仅需要先进的芯片，更需要与之匹配的栅极驱动、高效散热设计和可靠的模块封装。这意味着，产业链的协同与整合能力变得前所未有的重要。与此同时，制造规模与成本控制成为另一大决胜点。大尺寸晶圆（如12英寸SiC衬底、8英寸GaN-on-Si外延）的产业化进程，直接关系到终端产品的成本竞争力。业界领先企业正通过技术联盟、扩大资本投入来巩固制造优势，因为这是实现技术普惠和市场规模扩张的根本。12英寸碳化硅衬底实现厚度均匀性（TTV）≤1μm，图片来源：晶盛机电官网行业盛会聚焦未来，共探规模化落地路径面对从技术到制造、从器件到系统的全方位竞逐，行业亟须一个汇聚全球智慧、链接产业生态的平台，以共同应对挑战、把握机遇。将于2026年8月26日至28日在深圳国际会展中心举办的PCIM Asia Shenzhen 2026（深圳国际电力元件、可再生能源管理展览会暨研讨会），正是这样一个关键枢纽。本届展会精准贴合产业发展趋势，汇聚全球超300家领军企业，集中展示前沿产品与技术解决方案。同期，主论坛“功率半导体新锐峰会”及多场主题分论坛免费开放，聚焦先进宽禁带半导体核心赛道，以“技术深潜、产业协同、趋势前瞻、精准对接”为核心价值，直击功率半导体产业链最关注的关键议题，深度洞察国际前沿技术走向，同步呈现国产宽禁带半导体最新进展，为行业技术决策者、科研带头人及产业投资者，提供可落地的战略参考与高效资源对接平台。尤为重要的是，PCIM Asia Shenzhen 2026立足于华南——全球最大的电子产品制造与创新应用集群之一，天然具备连接全球先进技术与庞大终端市场的优势。它不仅展示前沿产品，更通过“产学研交流专区”“电气化交通产业链专区”等特色设置，促进从材料、器件、模组到整机的全产业链对话与合作，加速创新成果的商业化落地。宽禁带半导体的规模化竞逐已全面展开，这既是技术创新的赛跑，也是产业链生态的构建。在这一进程中，行业交流平台的价值不仅在于信息传递，更在于促进跨领域协作，共同推动电力电子技术的革新与突破。可以预见，在开放协作的浪潮之下，中国电力电子产业将加速驶向高性能、高可靠性的新蓝海，为全球绿色能源变革注入强劲的“芯”动力。","news_type":1,"symbols_score_info":{"300316":1.61,"688981":1.51,"MIELY":1.67,"02577":0.9,"WOLF":1.64,"ON":1.62,"SOX":1.55}},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532732189038280,"gmtCreate":1771080691106,"gmtModify":1771080693269,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"是的","listText":"是的","text":"是的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532732189038280","repostId":"2606760542","repostType":2,"repost":{"id":"2606760542","kind":"highlight","pubTimestamp":1769481026,"share":"https://www.laohunote.com/m/news/2606760542?lang=zh_CN&edition=full","pubTime":"2026-01-27 10:30","market":"fut","language":"zh","title":"新思科技CEO预计存储器芯片短缺将持续到2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=2606760542","media":"格隆汇","summary":"1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","content":"<html><body><div>\n<p>1月27日，<span>半导体</span>设计公司<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于<span>人工智能</span>基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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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href=https://usstock.jrj.com.cn/2026/01/27103055329772.shtml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。\n\n美股频道更多独家策划、专家专栏，...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/01/27103055329772.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0444971666.USD":"天利全球科技基金","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" 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责任编辑：栎树","news_type":1,"symbols_score_info":{"SNPS":1.95}},"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529080563355728,"gmtCreate":1770206092447,"gmtModify":1770206095140,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"这个写得真好","listText":"这个写得真好","text":"这个写得真好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529080563355728","repostId":"1139332680","repostType":2,"repost":{"id":"1139332680","kind":"news","pubTimestamp":1770202693,"share":"https://www.laohunote.com/m/news/1139332680?lang=zh_CN&edition=full","pubTime":"2026-02-04 18:58","market":"us","language":"zh","title":"黄仁勋最新对话实录 | 十年内Token生成成本或将降低10亿倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1139332680","media":"数字开物","summary":"黄仁勋指出，AI 已彻底脱离传统“预录制软件”的范畴，进化为持续消耗能源并实时产出智能 Token 的“AI 工厂”。他预判，未来十年 Token 生成成本将实现 10 亿倍的爆发式下降，这将驱动全球价值 2 万亿美元的研发预算从传统的“湿实验室”向超级计算机集群进行结构性迁移。更令人欣喜的是，这些 Token 现在已经能产生利润。我称这些设施为 AI 工厂，因为它们在源源不断地生产供全球使用的 Token。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7052ee02cf113bf4c740a169f84b1835\" title=\"\" tg-width=\"650\" tg-height=\"408\"/></p><p>1月8日，英伟达创始人兼 CEO 黄仁勋 接受了海外播客 No Priors 的深度访谈。本次对话发生在 AI 产业从“规模扩张”转向“逻辑推理”的关键节点，全方位探讨了 Scaling Law 的本质、AI 工厂的商业模式、对基础设施的重定义、以及具身智能与数字生物学的突破路径、对“AI 泡沫论”的反击等话题。</p><p>黄仁勋指出，AI 已彻底脱离传统“预录制软件（如 Excel）”的范畴，进化为持续消耗能源并实时产出智能 Token 的“AI 工厂”。黄仁勋强调，这种范式转移意味着在摩尔定律失效的背景下，计算的产出效率已不再依赖晶体管的堆叠，而是转向算法、架构与硬件的“三重红利”。他预判，未来十年 Token 生成成本将实现 10 亿倍的爆发式下降，这将驱动全球价值 2 万亿美元的研发预算从传统的“湿实验室”向超级计算机集群进行结构性迁移。</p><p>针对 AI 失业论，黄仁勋提出了“任务与目标”剥离的视角，他以放射科医生为例指出，AI 虽然承担了“研究扫描图”的任务，却强化了“诊断疾病”的终极目标，这种效率提升反而会通过释放社会对高质量医疗的潜在需求，导致相关岗位数量不降反增。</p><p>黄仁勋指出，AI 基础设施的巨大电力缺口已成为全球气候创新最强有力的引擎。他认为，正是由于 AI 产业对算力的极致渴求，才倒逼了核能、小型模块化反应堆（SMR）及新型电池技术的跨越式发展，AI 将成为可持续能源有史以来最强大的驱动力。此外，他认为未来5年是“垂直化爆发之年”，指出行业已成功跨越“幻觉”难题，AI 正在法律、医疗及具身智能领域实现 99.9999% 的工业级可靠性。</p><p><strong><em>01、行业成功解决幻觉难题，高价值推理 Token 已实现商业盈利</em></strong></p><p><em>2025 年作为 AI 风暴中心的亲历者，回顾这一年，哪些变化最令你惊讶？特别是在解决 AI 曾广受诟病的幻觉和生成无意义内容方面，行业取得了哪些实质性进展？这种飞跃如何体现在医疗、法律等垂直领域的实际应用中？目前推理 Token 的生成率和盈利表现如何？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：有些事情是在预料之中的，例如 Scaling Law 的持续生效并没有让我感到惊讶，技术的稳步演进也在意料之中。令我欣慰的是事实置根（Grounding）能力的提升、推理能力的进步，以及所有模型与搜索功能的深度整合。现在模型前端普遍引入了路由器，能根据答案的置信度自主决定是否进行深入研究，这从整体上提高了回答的质量和准确性。我对此深感自豪，整个行业成功解决了 AI 最受质疑的难题之一，即幻觉和生成无意义内容的问题。今年，从语言、视觉到机器人和自动驾驶，各领域在推理应用和事实置根方面都实现了飞跃。我为全行业的努力感到骄傲，令我略感惊讶的是，推理 Token 的生成率增长如此之快，似乎多个指数级增长在同时发生。更令人欣喜的是，这些 Token 现在已经能产生利润。OpenEvidence 的毛利率达到了 90%，这些都是极具价值且盈利丰厚的 Token。Cursor 的利润非常可观，Claude、OpenAI 的企业端应用利润表现也都很好。看到我们生成的 Token 质量足够好、价值足够高，以至于客户愿意为此支付高昂费用，这真的很棒。</p><p style=\"text-align: justify;\">（关于 AI 软件本质）短期内最关键的一点是，AI 虽然是软件，但它不是传统的预录制软件。像 Excel 是由数百名工程师编写、编译并分发多年的成品。而 AI 会结合你的提问背景和全球实时信息，每一次都是实时生成。就像人类智能一样，虽然对话基于事实和知识，但每个字都是当下生成的。AI 的独特之处在于它需要计算机实时生成这些 Token。我称这些设施为 AI 工厂，因为它们在源源不断地生产供全球使用的 Token。</p><p><strong><em>02、AI驱动了芯片、超级计算机和智能工厂三大产业链的大规模动工</em></strong></p><p><em>你提出的“AI 工厂”概念如何重塑我们对基础设施的理解？为了支撑这种前所未有的实时计算需求，目前在产业端和劳动力市场正在发生哪些结构性变化？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：AI 也是一种基础设施，因为它影响着每个应用、每家公司、每个行业乃至每个国家，就像能源和互联网一样。为了满足这种前所未有的计算需求，三个全新的产业正在兴起：第一，我们需要更多的芯片工厂，像 TSMC 和 SK Hynix 正在大规模扩建。第二，我们需要新型计算机工厂，生产像 Grace Blackwell 这种全新的超级计算机，它的整个机架就是一个 GPU。第三，我们需要大规模的 AI 工厂。这三类工厂目前正在美国范围内大规模动工。</p><p style=\"text-align: justify;\">这创造了对建筑工人、管工、电工、技术员和网络工程师的巨大需求，这种熟练劳动力缺口是惊人的。我很高兴看到电工的薪水翻倍，他们现在像商务人士一样到处出差去支援建设。这三大产业正在创造海量的就业岗位。</p><p><strong><em>03、生产力提升释放了社会对高质量服务的潜在需求</em></strong></p><p><em>AI 社区中常存在一种末日论调，认为技术会取代人类工作。但历史证明技术变革往往在改变职能的同时创造更多岗位，结合核医学、会计或护理等行业的现状，请问该如何区分工作的“任务”与“目标”？如何理解 AI 在解决全球劳动力短缺（如老龄化、司机短缺）中的角色？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：我最喜欢 Geoff Hinton 的例子，他在大约五到七年前预测 AI 将在五年内彻底改变放射科并取代医生。他的前半句是对的，现在 100% 的放射科应用都由 AI 驱动。但在八年后的今天，放射科医生的数量反而增加了。</p><p style=\"text-align: justify;\">这就是工作的任务与目标之间的区别。放射科医生的任务是研究扫描图，但目标是诊断疾病。正因为 AI 能帮他们更深、更准地研究更多片子，他们能要求更多扫描并进行科研，从而更好地诊断疾病。医院效率更高，病人更多，收入随之增加，进而需要聘用更多的医生。你工作目标是什么，你在工作中执行的任务又是什么，这两者需要区分。我每天大部分时间在打字，那是我的任务，但打字显然不是我的目标。AI 帮我自动完成打字任务，并没有让我清闲下来，反而让我能处理更多工作，变得更忙了。</p><p style=\"text-align: justify;\">（关于企业效率）如果 NVIDIA 的生产力提高了，我们不会裁员，而是会去做更多创新性的事情。我们越有生产力，能探索的想法就越多，公司增长就快，利润也随之增加，从而支持我们追求更多愿景。如果世界上的问题是有限且已解决的，提高生产力才会缩减经济规模，但现实显然相反。关于机器人抢走工作的担忧，现实是我们面临严重的工厂劳动力短缺。大部分公司很难留住工人，全球卡车司机也严重短缺，因为很少有人愿意长年累月四处奔波。机器人将填补由于人口老龄化带来的日益严峻的劳动力缺口。自动化是在解决劳动力不足问题。而且大家别忘了，有了汽车，就诞生了机械维修行业。如果世界上有 10 亿台机器人，那将催生全球最大的维修产业。AI 行业本身就在创造一场就业热潮。</p><p><strong><em>04、God AI在短期内是伪命题，开源是全球企业创新的氧气</em></strong></p><p><em>面对 AI 实现的复杂架构，你如何看待开源在其中的角色？现在有一种叙事认为全能模型应由垂直巨头垄断，这种“God AI”的观点是否客观？同时，一些 CEO 向政府游说加强监管，这是否属于“监管俘获”以扼杀初创公司的竞争？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：我们可以把 AI 的实现看作一个五层蛋糕架构：底层是能源；第二层是芯片；第三层是基础设施；第四层是模型；最顶层是应用。领先的实验室选择闭源无可厚非，那是投资回报考量。但如果没有开源，初创公司和各行各业的传统企业都将举步维艰。那些拥有百年历史的工业或医疗企业需要基于预训练模型，根据专业领域进行微调，开源是他们创新的氧气。我们绝不能破坏这个创新的飞轮。</p><p style=\"text-align: justify;\">（关于 God AI）或许未来某天会出现所谓的 God AI，但那一天的到来可能需要银河系级别的时间尺度。谈论从现状直接跃迁到 God AI 并没有实际意义，目前没有任何公司或研究人员具备创造它的能力。要让 AI 极度精通语言、基因、分子及物理规律，这种 God AI 现阶段根本不存在。认为单一巨头能垄断它的想法过于极端且毫无益处。如果 God AI 真的无所不能，政府制定政策的意义又何在？我们应该回归务实。</p><p style=\"text-align: justify;\">（关于监管俘获）一些德高望重的人描绘的末日叙事极其有害，科幻小说很有趣，但这些论调对政府毫无帮助。当公司游说政府去监管其他公司或行业时，这种行为显然存在利益冲突。我无法揣测其内心，但监管俘获确实令人担忧。</p><p><strong><em>05、AI性价比每十年提升百万倍，未来成本将降低 10 亿倍</em></strong></p><p><em>目前 GPT-4 级模型的 Token 成本已大幅下降，这种性价比的提升源于何处？随着 Scaling Law 推动模型规模持续扩大，我们该如何平衡训练成本与推理成本？你对未来十年的 Token 经济学有何预判？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：Andrej Karpathy 曾估计构建第一个 ChatGPT 的成本，现在同样的模型在个人电脑上一个周末就能完成。我们提升 AI 性价比的速度是惊人的。每一代产品的架构都在改进，从 Volta 到 Ampere 再到 Blackwell，晶体管数量和容量都在增加。摩尔定律是每 18 个月翻倍、十年百倍，而在 AI 领域，十年可能实现百万倍的增长。</p><p style=\"text-align: justify;\">（关于成本预判）结合硬件、算法和模型的优化，如果十年内将 Token 生成成本降低 10 亿倍，我一点都不会感到惊讶。这就是 AI 的 Token 经济学。</p><p style=\"text-align: justify;\">（关于 MoE 的红利）虽然人们追求更大规模，但 MOE（混合专家模型）让计算负担并不会同比例增加。我们正获得硬件、算法和架构的三重红利。这种跨团队的相互学习是行业进步的最大动力。随着重心转向后训练，初创公司将利用开源基础在垂直领域做到极致。</p><p><strong><em>06、灵活架构与算法演进</em></strong></p><p><em>在 ASIC 层出不穷的当下，英伟达为何始终坚持可编程架构？面对注意力机制、混合状态空间模型（Hybrid SSM）等算法的快速迭代，这种灵活性如何转化为成本优势？另外，英伟达内部是如何利用 AI 工具提升工程效率的？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：专用 ASIC 在特定任务中表现出色，但 Transformer 变体演进极快。我们的 Nemotron 采用了混合状态空间模型架构。坚持可编程架构的核心在于，摩尔定律失效后，每年数百倍的跨越完全依赖算法创新。因此，能支持任何算法的架构才是最优解。</p><p style=\"text-align: justify;\">（关于兼容性与 MoE）这种灵活性保护了庞大的安装基数。FlashAttention、SSM、扩散模型等新技术，甚至 CNN 和 LSTM 都能在英伟达平台上无缝运行。凭借最新的 NVLink 72 技术，我们在生成 MoE Token 的成本上已做到全球最低。此前业内低估了 MoE 的推理难度，在推理端生成 Token 极其困难，而我们的架构解决了这一点。</p><p style=\"text-align: justify;\">（关于内部 AI 实践）英伟达内部已经全面普及了 Cursor，每位工程师都在使用。我们现在每周一都有新员工入职，招聘规模惊人。如果工程师的目的是解决问题，而不仅仅是写代码这种任务，那么 AI 将释放他们去探索更多未知，这对公司价值巨大。</p><p><strong><em>07、蛋白质生成进入飞跃期，推理能力将解决机器人的安全性难题</em></strong></p><p><em>展望 2026 年，多模态与超长上下文将带来哪些行业拐点？特别是在数字生物学领域，蛋白质理解与生成技术达到了什么水平？同时，具备推理能力的端到端模型将如何改变自动驾驶与具身智能的安全性？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：推理能力的提升将使汽车从简单的感知进化为推理驾驶，能够拆解从未见过的场景。英伟达的自动驾驶栈安全性能目前全球第一。在多模态视觉、语言-动作模型与推理系统的协同下，人形机器人将迎来突破。</p><p style=\"text-align: justify;\">（关于数字生物学）我们将迎来数字生物学的 ChatGPT 时刻。我们已经掌握了蛋白质理解技术，最近开源了 LatteProtina 模型。已有不少公司尝试端到端分子设计，涵盖化学理解与蛋白质构象解析。以前研发重心在湿实验室，现在正向超级计算机迁移。</p><p style=\"text-align: justify;\">（关于机器人安全性）我对机器人更乐观。虽然人形机器人在机械电子方面仍有挑战，比如 300 磅的机器人摔倒与儿童互动的安全风险，但这些终将解决。AI 会根据需求驱动不同的工具，无论是工业臂还是重型机械。在工业领域，必须达到 99.9999% 的可靠性，核心技术解决前 99%，剩下的精度则由垂直行业巨头配合底层技术打磨完成。</p><p><strong><em>08、AI需求正驱动核能与 SMR 技术的跨越式发展</em></strong></p><p><em>面对 2025 年日益严峻的能源供应挑战，你如何看待现有电力储备对 AI 爆发的约束？如何评价政策转变对工业革命的影响？同时，AI 基础设施建设带来的巨大需求，是否正在反过来驱动美国在新型电池、太阳能浓缩设备以及小型模块化反应堆（SMR）等领域的创新？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：政府提出的能源政策转向非常关键，必须承认，如果不是因为国家对能源增长情绪的彻底转变，我们恐怕已经把这场工业革命拱手让人。即便如此，电力短缺依然是当前最现实的约束。没有能源，新工业就无从谈起。事实上，我们已经处于能源匮乏状态近十年了。增长离不开能源，我们需要所有形式的能源，包括天然气、更多的并网能源以及用户侧能源。我们还需要核能，单靠风能和太阳能无法满足工业级需求。虽然我们会利用一切可用资源，但在未来十年内，天然气仍将是支撑增长的唯一现实路径。</p><p style=\"text-align: justify;\">（关于气候创新）这非常有意思，AI 产业的崛起正在反过来推动可持续能源产业。由于市场预见到了巨大的需求，即便短期内除了大规模天然气外没有更实际的方案，它依然成为了气候创新的引擎。需求才是产业发展的终极动力。当历史重写时，AI 可能会被证明是可持续能源有史以来最强大的驱动力。我们必须在现实中寻找平衡。如果 90% 的声音都在宣扬悲观情绪，就会吓跑那些本可以利用 AI 让社会更安全的投资。我对未来的技术演进充满期待。</p><p><strong><em>09、为什么说“AI泡沫论”过于肤浅</em></strong></p><p><em>业界目前非常关注 AI 是否处于泡沫之中，特别是有人引用 MIT 的研究称大多数企业部署收效甚微。如果回归计算的第一性原理，NVIDIA 的加速计算范式如何超越 AI 聊天机器人的范畴？如何看待 OpenAI 等应用层公司对算力“产能”的需求，以及量化金融和生物制药研发预算向 AI 基础设施的结构性迁移？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：理解这个问题需要回归计算的第一性原理。NVIDIA 定义了加速计算，这一范式涵盖了计算机图形学、SQL 数据处理、分子动力学和量子化学，这些领域与 AI 并不重叠。核心动态是计算基础正从通用计算向加速计算转型，因为摩尔定律已基本终结。你不能再像以前那样把 CPU 用于一切，它的产出效率和通缩效应已经不足以支撑现代需求。即便今天所有的聊天机器人都不存在，NVIDIA 依然会是一家数千亿美元的公司，因为计算的底层逻辑已经发生了根本性转移。</p><p style=\"text-align: justify;\">（关于产能与需求）针对 AI 泡沫的质疑，外界习惯仅通过 OpenAI 的收入判断。但事实是，如果他们现在的算力产能翻倍，收入就会翻倍。在我们的世界里这叫产能需求，在他们的世界里这就是工厂需求。没有工厂产能，他们就无法生成 Token，也就无法转化为业务增长。</p><p style=\"text-align: justify;\">（关于研发预算迁移）AI 的内涵远比聊天机器人丰富。我们的自动驾驶业务已接近百亿规模，我们在数字生物学、金融服务等领域的 AI 工作同样进展神速。尤其在量化交易领域，现在完全依靠 AI 发掘特征。放眼全球 100 万亿美元的 GDP，每年约有 2% 投入研发。五年前，顶级药企的研发重心都在湿实验室里，而今天他们都在建造超级计算机。这 2 万亿美元的研发预算，正经历从旧模式向 AI 基础设施模式的结构性迁移。没有任何一个科学家会说自己的算力够了。单纯以应用层初期收入来定义基础设施投入为泡沫，是极其肤浅的。</p><p><strong><em>10、垂直化爆发与未来五年展望</em></strong></p><p><em>想要观察全球创新，为什么应该关注初创公司而非大型企业？在医疗、保险等保守行业，像 OpenEvidence 和 Abridge 这种工具是如何通过解决“任务”来服务“工作目的”的？当我们思考未来五年时，AI 作为“多层蛋糕”架构将如何改变我们的研究模式（如阅读 Arxiv 论文）？</em></p><p style=\"text-align: justify;\"><strong>黄仁勋</strong>：想要发现风向标，不应该去大企业，因为大企业通常是新技术最慢的采用者。你应该去和那三、四万家活跃的初创公司交流。医疗行业是所有行业中最保守的，但正因为他们极度关注答案准确性，像 OpenEvidence 这种能产出高质量信息的研究工具才显得弥足珍贵。医生们不需要繁杂的搜索，他们需要直接的答案。Abridge 也是极佳案例，它让医生从枯燥的文书工作中解脱。</p><p style=\"text-align: justify;\">（关于认知极限与 AI 协作）从需求看，很多职位的工作量已超人类极限。以前我们必须亲自读 Arxiv 论文，我现在不再亲力亲为了。我直接将论文加载进 AI，让它学习并进行多轮提炼。我们的目标是获取答案并变得更聪明，而 AI 正是利器。</p><p style=\"text-align: justify;\">（关于未来五年展望）AI 就像一个多层蛋糕，它在各行各业展现出极高的多样性。当我们思考如何获胜时，不应仅仅追求某一家公司的胜出，而应该是全方位、跨领域的全面领先。工厂依赖能源，没有能源就没有工厂，没有工厂就没有 AI。整个行业在过去一年取得了巨大的跨越。Scaling Law 的持续生效让我们确信投入更多算力就能获得更高智能。一个领域的创新正以前所未有的速度渗透到所有其他行业。接下来的五年将是非凡的，明年更是不可思议的一年。</p></body></html>","source":"lsy1740638923878","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>黄仁勋最新对话实录 | 十年内Token生成成本或将降低10亿倍</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黄仁勋最新对话实录 | 十年内Token生成成本或将降低10亿倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 18:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Oth4DUuFgsEliMCEy9WnAQ><strong>数字开物</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月8日，英伟达创始人兼 CEO 黄仁勋 接受了海外播客 No Priors 的深度访谈。本次对话发生在 AI 产业从“规模扩张”转向“逻辑推理”的关键节点，全方位探讨了 Scaling Law 的本质、AI 工厂的商业模式、对基础设施的重定义、以及具身智能与数字生物学的突破路径、对“AI 泡沫论”的反击等话题。黄仁勋指出，AI 已彻底脱离传统“预录制软件（如 Excel）”的范畴，进化为持续消耗...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Oth4DUuFgsEliMCEy9WnAQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7052ee02cf113bf4c740a169f84b1835","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/Oth4DUuFgsEliMCEy9WnAQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139332680","content_text":"1月8日，英伟达创始人兼 CEO 黄仁勋 接受了海外播客 No Priors 的深度访谈。本次对话发生在 AI 产业从“规模扩张”转向“逻辑推理”的关键节点，全方位探讨了 Scaling Law 的本质、AI 工厂的商业模式、对基础设施的重定义、以及具身智能与数字生物学的突破路径、对“AI 泡沫论”的反击等话题。黄仁勋指出，AI 已彻底脱离传统“预录制软件（如 Excel）”的范畴，进化为持续消耗能源并实时产出智能 Token 的“AI 工厂”。黄仁勋强调，这种范式转移意味着在摩尔定律失效的背景下，计算的产出效率已不再依赖晶体管的堆叠，而是转向算法、架构与硬件的“三重红利”。他预判，未来十年 Token 生成成本将实现 10 亿倍的爆发式下降，这将驱动全球价值 2 万亿美元的研发预算从传统的“湿实验室”向超级计算机集群进行结构性迁移。针对 AI 失业论，黄仁勋提出了“任务与目标”剥离的视角，他以放射科医生为例指出，AI 虽然承担了“研究扫描图”的任务，却强化了“诊断疾病”的终极目标，这种效率提升反而会通过释放社会对高质量医疗的潜在需求，导致相关岗位数量不降反增。黄仁勋指出，AI 基础设施的巨大电力缺口已成为全球气候创新最强有力的引擎。他认为，正是由于 AI 产业对算力的极致渴求，才倒逼了核能、小型模块化反应堆（SMR）及新型电池技术的跨越式发展，AI 将成为可持续能源有史以来最强大的驱动力。此外，他认为未来5年是“垂直化爆发之年”，指出行业已成功跨越“幻觉”难题，AI 正在法律、医疗及具身智能领域实现 99.9999% 的工业级可靠性。01、行业成功解决幻觉难题，高价值推理 Token 已实现商业盈利2025 年作为 AI 风暴中心的亲历者，回顾这一年，哪些变化最令你惊讶？特别是在解决 AI 曾广受诟病的幻觉和生成无意义内容方面，行业取得了哪些实质性进展？这种飞跃如何体现在医疗、法律等垂直领域的实际应用中？目前推理 Token 的生成率和盈利表现如何？黄仁勋：有些事情是在预料之中的，例如 Scaling Law 的持续生效并没有让我感到惊讶，技术的稳步演进也在意料之中。令我欣慰的是事实置根（Grounding）能力的提升、推理能力的进步，以及所有模型与搜索功能的深度整合。现在模型前端普遍引入了路由器，能根据答案的置信度自主决定是否进行深入研究，这从整体上提高了回答的质量和准确性。我对此深感自豪，整个行业成功解决了 AI 最受质疑的难题之一，即幻觉和生成无意义内容的问题。今年，从语言、视觉到机器人和自动驾驶，各领域在推理应用和事实置根方面都实现了飞跃。我为全行业的努力感到骄傲，令我略感惊讶的是，推理 Token 的生成率增长如此之快，似乎多个指数级增长在同时发生。更令人欣喜的是，这些 Token 现在已经能产生利润。OpenEvidence 的毛利率达到了 90%，这些都是极具价值且盈利丰厚的 Token。Cursor 的利润非常可观，Claude、OpenAI 的企业端应用利润表现也都很好。看到我们生成的 Token 质量足够好、价值足够高，以至于客户愿意为此支付高昂费用，这真的很棒。（关于 AI 软件本质）短期内最关键的一点是，AI 虽然是软件，但它不是传统的预录制软件。像 Excel 是由数百名工程师编写、编译并分发多年的成品。而 AI 会结合你的提问背景和全球实时信息，每一次都是实时生成。就像人类智能一样，虽然对话基于事实和知识，但每个字都是当下生成的。AI 的独特之处在于它需要计算机实时生成这些 Token。我称这些设施为 AI 工厂，因为它们在源源不断地生产供全球使用的 Token。02、AI驱动了芯片、超级计算机和智能工厂三大产业链的大规模动工你提出的“AI 工厂”概念如何重塑我们对基础设施的理解？为了支撑这种前所未有的实时计算需求，目前在产业端和劳动力市场正在发生哪些结构性变化？黄仁勋：AI 也是一种基础设施，因为它影响着每个应用、每家公司、每个行业乃至每个国家，就像能源和互联网一样。为了满足这种前所未有的计算需求，三个全新的产业正在兴起：第一，我们需要更多的芯片工厂，像 TSMC 和 SK Hynix 正在大规模扩建。第二，我们需要新型计算机工厂，生产像 Grace Blackwell 这种全新的超级计算机，它的整个机架就是一个 GPU。第三，我们需要大规模的 AI 工厂。这三类工厂目前正在美国范围内大规模动工。这创造了对建筑工人、管工、电工、技术员和网络工程师的巨大需求，这种熟练劳动力缺口是惊人的。我很高兴看到电工的薪水翻倍，他们现在像商务人士一样到处出差去支援建设。这三大产业正在创造海量的就业岗位。03、生产力提升释放了社会对高质量服务的潜在需求AI 社区中常存在一种末日论调，认为技术会取代人类工作。但历史证明技术变革往往在改变职能的同时创造更多岗位，结合核医学、会计或护理等行业的现状，请问该如何区分工作的“任务”与“目标”？如何理解 AI 在解决全球劳动力短缺（如老龄化、司机短缺）中的角色？黄仁勋：我最喜欢 Geoff Hinton 的例子，他在大约五到七年前预测 AI 将在五年内彻底改变放射科并取代医生。他的前半句是对的，现在 100% 的放射科应用都由 AI 驱动。但在八年后的今天，放射科医生的数量反而增加了。这就是工作的任务与目标之间的区别。放射科医生的任务是研究扫描图，但目标是诊断疾病。正因为 AI 能帮他们更深、更准地研究更多片子，他们能要求更多扫描并进行科研，从而更好地诊断疾病。医院效率更高，病人更多，收入随之增加，进而需要聘用更多的医生。你工作目标是什么，你在工作中执行的任务又是什么，这两者需要区分。我每天大部分时间在打字，那是我的任务，但打字显然不是我的目标。AI 帮我自动完成打字任务，并没有让我清闲下来，反而让我能处理更多工作，变得更忙了。（关于企业效率）如果 NVIDIA 的生产力提高了，我们不会裁员，而是会去做更多创新性的事情。我们越有生产力，能探索的想法就越多，公司增长就快，利润也随之增加，从而支持我们追求更多愿景。如果世界上的问题是有限且已解决的，提高生产力才会缩减经济规模，但现实显然相反。关于机器人抢走工作的担忧，现实是我们面临严重的工厂劳动力短缺。大部分公司很难留住工人，全球卡车司机也严重短缺，因为很少有人愿意长年累月四处奔波。机器人将填补由于人口老龄化带来的日益严峻的劳动力缺口。自动化是在解决劳动力不足问题。而且大家别忘了，有了汽车，就诞生了机械维修行业。如果世界上有 10 亿台机器人，那将催生全球最大的维修产业。AI 行业本身就在创造一场就业热潮。04、God AI在短期内是伪命题，开源是全球企业创新的氧气面对 AI 实现的复杂架构，你如何看待开源在其中的角色？现在有一种叙事认为全能模型应由垂直巨头垄断，这种“God AI”的观点是否客观？同时，一些 CEO 向政府游说加强监管，这是否属于“监管俘获”以扼杀初创公司的竞争？黄仁勋：我们可以把 AI 的实现看作一个五层蛋糕架构：底层是能源；第二层是芯片；第三层是基础设施；第四层是模型；最顶层是应用。领先的实验室选择闭源无可厚非，那是投资回报考量。但如果没有开源，初创公司和各行各业的传统企业都将举步维艰。那些拥有百年历史的工业或医疗企业需要基于预训练模型，根据专业领域进行微调，开源是他们创新的氧气。我们绝不能破坏这个创新的飞轮。（关于 God AI）或许未来某天会出现所谓的 God AI，但那一天的到来可能需要银河系级别的时间尺度。谈论从现状直接跃迁到 God AI 并没有实际意义，目前没有任何公司或研究人员具备创造它的能力。要让 AI 极度精通语言、基因、分子及物理规律，这种 God AI 现阶段根本不存在。认为单一巨头能垄断它的想法过于极端且毫无益处。如果 God AI 真的无所不能，政府制定政策的意义又何在？我们应该回归务实。（关于监管俘获）一些德高望重的人描绘的末日叙事极其有害，科幻小说很有趣，但这些论调对政府毫无帮助。当公司游说政府去监管其他公司或行业时，这种行为显然存在利益冲突。我无法揣测其内心，但监管俘获确实令人担忧。05、AI性价比每十年提升百万倍，未来成本将降低 10 亿倍目前 GPT-4 级模型的 Token 成本已大幅下降，这种性价比的提升源于何处？随着 Scaling Law 推动模型规模持续扩大，我们该如何平衡训练成本与推理成本？你对未来十年的 Token 经济学有何预判？黄仁勋：Andrej Karpathy 曾估计构建第一个 ChatGPT 的成本，现在同样的模型在个人电脑上一个周末就能完成。我们提升 AI 性价比的速度是惊人的。每一代产品的架构都在改进，从 Volta 到 Ampere 再到 Blackwell，晶体管数量和容量都在增加。摩尔定律是每 18 个月翻倍、十年百倍，而在 AI 领域，十年可能实现百万倍的增长。（关于成本预判）结合硬件、算法和模型的优化，如果十年内将 Token 生成成本降低 10 亿倍，我一点都不会感到惊讶。这就是 AI 的 Token 经济学。（关于 MoE 的红利）虽然人们追求更大规模，但 MOE（混合专家模型）让计算负担并不会同比例增加。我们正获得硬件、算法和架构的三重红利。这种跨团队的相互学习是行业进步的最大动力。随着重心转向后训练，初创公司将利用开源基础在垂直领域做到极致。06、灵活架构与算法演进在 ASIC 层出不穷的当下，英伟达为何始终坚持可编程架构？面对注意力机制、混合状态空间模型（Hybrid SSM）等算法的快速迭代，这种灵活性如何转化为成本优势？另外，英伟达内部是如何利用 AI 工具提升工程效率的？黄仁勋：专用 ASIC 在特定任务中表现出色，但 Transformer 变体演进极快。我们的 Nemotron 采用了混合状态空间模型架构。坚持可编程架构的核心在于，摩尔定律失效后，每年数百倍的跨越完全依赖算法创新。因此，能支持任何算法的架构才是最优解。（关于兼容性与 MoE）这种灵活性保护了庞大的安装基数。FlashAttention、SSM、扩散模型等新技术，甚至 CNN 和 LSTM 都能在英伟达平台上无缝运行。凭借最新的 NVLink 72 技术，我们在生成 MoE Token 的成本上已做到全球最低。此前业内低估了 MoE 的推理难度，在推理端生成 Token 极其困难，而我们的架构解决了这一点。（关于内部 AI 实践）英伟达内部已经全面普及了 Cursor，每位工程师都在使用。我们现在每周一都有新员工入职，招聘规模惊人。如果工程师的目的是解决问题，而不仅仅是写代码这种任务，那么 AI 将释放他们去探索更多未知，这对公司价值巨大。07、蛋白质生成进入飞跃期，推理能力将解决机器人的安全性难题展望 2026 年，多模态与超长上下文将带来哪些行业拐点？特别是在数字生物学领域，蛋白质理解与生成技术达到了什么水平？同时，具备推理能力的端到端模型将如何改变自动驾驶与具身智能的安全性？黄仁勋：推理能力的提升将使汽车从简单的感知进化为推理驾驶，能够拆解从未见过的场景。英伟达的自动驾驶栈安全性能目前全球第一。在多模态视觉、语言-动作模型与推理系统的协同下，人形机器人将迎来突破。（关于数字生物学）我们将迎来数字生物学的 ChatGPT 时刻。我们已经掌握了蛋白质理解技术，最近开源了 LatteProtina 模型。已有不少公司尝试端到端分子设计，涵盖化学理解与蛋白质构象解析。以前研发重心在湿实验室，现在正向超级计算机迁移。（关于机器人安全性）我对机器人更乐观。虽然人形机器人在机械电子方面仍有挑战，比如 300 磅的机器人摔倒与儿童互动的安全风险，但这些终将解决。AI 会根据需求驱动不同的工具，无论是工业臂还是重型机械。在工业领域，必须达到 99.9999% 的可靠性，核心技术解决前 99%，剩下的精度则由垂直行业巨头配合底层技术打磨完成。08、AI需求正驱动核能与 SMR 技术的跨越式发展面对 2025 年日益严峻的能源供应挑战，你如何看待现有电力储备对 AI 爆发的约束？如何评价政策转变对工业革命的影响？同时，AI 基础设施建设带来的巨大需求，是否正在反过来驱动美国在新型电池、太阳能浓缩设备以及小型模块化反应堆（SMR）等领域的创新？黄仁勋：政府提出的能源政策转向非常关键，必须承认，如果不是因为国家对能源增长情绪的彻底转变，我们恐怕已经把这场工业革命拱手让人。即便如此，电力短缺依然是当前最现实的约束。没有能源，新工业就无从谈起。事实上，我们已经处于能源匮乏状态近十年了。增长离不开能源，我们需要所有形式的能源，包括天然气、更多的并网能源以及用户侧能源。我们还需要核能，单靠风能和太阳能无法满足工业级需求。虽然我们会利用一切可用资源，但在未来十年内，天然气仍将是支撑增长的唯一现实路径。（关于气候创新）这非常有意思，AI 产业的崛起正在反过来推动可持续能源产业。由于市场预见到了巨大的需求，即便短期内除了大规模天然气外没有更实际的方案，它依然成为了气候创新的引擎。需求才是产业发展的终极动力。当历史重写时，AI 可能会被证明是可持续能源有史以来最强大的驱动力。我们必须在现实中寻找平衡。如果 90% 的声音都在宣扬悲观情绪，就会吓跑那些本可以利用 AI 让社会更安全的投资。我对未来的技术演进充满期待。09、为什么说“AI泡沫论”过于肤浅业界目前非常关注 AI 是否处于泡沫之中，特别是有人引用 MIT 的研究称大多数企业部署收效甚微。如果回归计算的第一性原理，NVIDIA 的加速计算范式如何超越 AI 聊天机器人的范畴？如何看待 OpenAI 等应用层公司对算力“产能”的需求，以及量化金融和生物制药研发预算向 AI 基础设施的结构性迁移？黄仁勋：理解这个问题需要回归计算的第一性原理。NVIDIA 定义了加速计算，这一范式涵盖了计算机图形学、SQL 数据处理、分子动力学和量子化学，这些领域与 AI 并不重叠。核心动态是计算基础正从通用计算向加速计算转型，因为摩尔定律已基本终结。你不能再像以前那样把 CPU 用于一切，它的产出效率和通缩效应已经不足以支撑现代需求。即便今天所有的聊天机器人都不存在，NVIDIA 依然会是一家数千亿美元的公司，因为计算的底层逻辑已经发生了根本性转移。（关于产能与需求）针对 AI 泡沫的质疑，外界习惯仅通过 OpenAI 的收入判断。但事实是，如果他们现在的算力产能翻倍，收入就会翻倍。在我们的世界里这叫产能需求，在他们的世界里这就是工厂需求。没有工厂产能，他们就无法生成 Token，也就无法转化为业务增长。（关于研发预算迁移）AI 的内涵远比聊天机器人丰富。我们的自动驾驶业务已接近百亿规模，我们在数字生物学、金融服务等领域的 AI 工作同样进展神速。尤其在量化交易领域，现在完全依靠 AI 发掘特征。放眼全球 100 万亿美元的 GDP，每年约有 2% 投入研发。五年前，顶级药企的研发重心都在湿实验室里，而今天他们都在建造超级计算机。这 2 万亿美元的研发预算，正经历从旧模式向 AI 基础设施模式的结构性迁移。没有任何一个科学家会说自己的算力够了。单纯以应用层初期收入来定义基础设施投入为泡沫，是极其肤浅的。10、垂直化爆发与未来五年展望想要观察全球创新，为什么应该关注初创公司而非大型企业？在医疗、保险等保守行业，像 OpenEvidence 和 Abridge 这种工具是如何通过解决“任务”来服务“工作目的”的？当我们思考未来五年时，AI 作为“多层蛋糕”架构将如何改变我们的研究模式（如阅读 Arxiv 论文）？黄仁勋：想要发现风向标，不应该去大企业，因为大企业通常是新技术最慢的采用者。你应该去和那三、四万家活跃的初创公司交流。医疗行业是所有行业中最保守的，但正因为他们极度关注答案准确性，像 OpenEvidence 这种能产出高质量信息的研究工具才显得弥足珍贵。医生们不需要繁杂的搜索，他们需要直接的答案。Abridge 也是极佳案例，它让医生从枯燥的文书工作中解脱。（关于认知极限与 AI 协作）从需求看，很多职位的工作量已超人类极限。以前我们必须亲自读 Arxiv 论文，我现在不再亲力亲为了。我直接将论文加载进 AI，让它学习并进行多轮提炼。我们的目标是获取答案并变得更聪明，而 AI 正是利器。（关于未来五年展望）AI 就像一个多层蛋糕，它在各行各业展现出极高的多样性。当我们思考如何获胜时，不应仅仅追求某一家公司的胜出，而应该是全方位、跨领域的全面领先。工厂依赖能源，没有能源就没有工厂，没有工厂就没有 AI。整个行业在过去一年取得了巨大的跨越。Scaling Law 的持续生效让我们确信投入更多算力就能获得更高智能。一个领域的创新正以前所未有的速度渗透到所有其他行业。接下来的五年将是非凡的，明年更是不可思议的一年。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525905621352720,"gmtCreate":1769419800815,"gmtModify":1769419803492,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"只要预期好，一定会涨的","listText":"只要预期好，一定会涨的","text":"只要预期好，一定会涨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525905621352720","repostId":"1115766651","repostType":2,"repost":{"id":"1115766651","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769416852,"share":"https://www.laohunote.com/m/news/1115766651?lang=zh_CN&edition=full","pubTime":"2026-01-26 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href=\"https://laohu8.com/S/LI\">理想汽车</a> CEO李想召开了一场不一样的线上全员会。李想强调了接下来几个和AI相关的重要时间节点：1、2026年是所有想要成为AI头部公司上车的最后一年；2、最晚2028年，L4一定能落地；3、同时布局基座模型、芯片、具身智能、操作系统等业务的公司，最终全球不会超过3家，理想汽车会努力成为其中一家。未来，理想会进一步强化具身智能的品牌定位，而不仅仅是创造移动的家。</p><p>在上述重要的时间节点之外，李想还明确了一点：<strong>在汽车之外，理想一定会做人形机器人，并会尽快落地亮相。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115766651","content_text":"1月26日上午10点半， 理想汽车 CEO李想召开了一场不一样的线上全员会。李想强调了接下来几个和AI相关的重要时间节点：1、2026年是所有想要成为AI头部公司上车的最后一年；2、最晚2028年，L4一定能落地；3、同时布局基座模型、芯片、具身智能、操作系统等业务的公司，最终全球不会超过3家，理想汽车会努力成为其中一家。未来，理想会进一步强化具身智能的品牌定位，而不仅仅是创造移动的家。在上述重要的时间节点之外，李想还明确了一点：在汽车之外，理想一定会做人形机器人，并会尽快落地亮相。","news_type":1,"symbols_score_info":{"LI":2,"02015":2}},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513944370595080,"gmtCreate":1766500861477,"gmtModify":1766500863775,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"这是一家好公司。","listText":"这是一家好公司。","text":"这是一家好公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513944370595080","repostId":"1143501633","repostType":4,"repost":{"id":"1143501633","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1766480909,"share":"https://www.laohunote.com/m/news/1143501633?lang=zh_CN&edition=full","pubTime":"2025-12-23 17:08","market":"nz","language":"zh","title":"异动解读 | 诺和诺德盘前大涨7.05%，首款口服减肥药Wegovy获FDA批准","url":"https://stock-news.laohu8.com/highlight/detail?id=1143501633","media":"异动解读","summary":"诺和诺德今日盘前大涨7.05%，引发市场广泛关注。此次股价飙升主要得益于其重磅口服减肥药Wegovy获得美国食品药品监督管理局批准。消息面上，FDA于12月22日批准了诺和诺德的首款GLP-1类口服减肥药Wegovy片剂，成为全球首个用于体重管理的口服GLP-1药物。此次批准让诺和诺德在与礼来的竞争中占据先机，分析师预计口服剂型将显著扩大患者覆盖范围，推动公司业绩增长。高盛预测，到2030年口服减肥药市场规模或达220亿美元。","content":"<p>诺和诺德（NVO）今日盘前大涨7.05%，引发市场广泛关注。此次股价飙升主要得益于其重磅口服减肥药Wegovy获得美国食品药品监督管理局（FDA）批准。</p><p>消息面上，FDA于12月22日批准了诺和诺德的首款GLP-1类口服减肥药Wegovy片剂，成为全球首个用于体重管理的口服GLP-1药物。临床数据显示，每日服用25毫克剂量的患者平均减重16.6%，效果与注射剂型相当。该药物计划于2026年1月初在美国上市，起始剂量定价为每月149美元。</p><p>此次批准让诺和诺德在与礼来（LLY）的竞争中占据先机，分析师预计口服剂型将显著扩大患者覆盖范围，推动公司业绩增长。高盛预测，到2030年口服减肥药市场规模或达220亿美元。</p>","source":"ai_movement_cn","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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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-23 17:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>诺和诺德（NVO）今日盘前大涨7.05%，引发市场广泛关注。此次股价飙升主要得益于其重磅口服减肥药Wegovy获得美国食品药品监督管理局（FDA）批准。</p><p>消息面上，FDA于12月22日批准了诺和诺德的首款GLP-1类口服减肥药Wegovy片剂，成为全球首个用于体重管理的口服GLP-1药物。临床数据显示，每日服用25毫克剂量的患者平均减重16.6%，效果与注射剂型相当。该药物计划于2026年1月初在美国上市，起始剂量定价为每月149美元。</p><p>此次批准让诺和诺德在与礼来（LLY）的竞争中占据先机，分析师预计口服剂型将显著扩大患者覆盖范围，推动公司业绩增长。高盛预测，到2030年口服减肥药市场规模或达220亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVO":"诺和诺德"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143501633","content_text":"诺和诺德（NVO）今日盘前大涨7.05%，引发市场广泛关注。此次股价飙升主要得益于其重磅口服减肥药Wegovy获得美国食品药品监督管理局（FDA）批准。消息面上，FDA于12月22日批准了诺和诺德的首款GLP-1类口服减肥药Wegovy片剂，成为全球首个用于体重管理的口服GLP-1药物。临床数据显示，每日服用25毫克剂量的患者平均减重16.6%，效果与注射剂型相当。该药物计划于2026年1月初在美国上市，起始剂量定价为每月149美元。此次批准让诺和诺德在与礼来（LLY）的竞争中占据先机，分析师预计口服剂型将显著扩大患者覆盖范围，推动公司业绩增长。高盛预测，到2030年口服减肥药市场规模或达220亿美元。","news_type":1,"symbols_score_info":{"NVO":1}},"isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493796396839776,"gmtCreate":1761577082764,"gmtModify":1761577085088,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"这种只能做推理npu 了","listText":"这种只能做推理npu 了","text":"这种只能做推理npu 了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493796396839776","repostId":"1175212624","repostType":4,"repost":{"id":"1175212624","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761574522,"share":"https://www.laohunote.com/m/news/1175212624?lang=zh_CN&edition=full","pubTime":"2025-10-27 22:15","market":"us","language":"zh","title":"美股异动 | 高通涨幅扩大至20%，推出人工智能芯片，在数据中心市场与英伟达竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=1175212624","media":"老虎资讯综合","summary":"10月27日，高通盘初股价快速拉升，推出人工智能芯片，在数据中心市场与英伟达展开竞争。高通AI200将于明年开始出货。","content":"<html><head></head><body><p>10月27日，全球最大手机芯片制造商<a href=\"https://laohu8.com/S/QCOM\">高通</a>正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7899ebaa6d82f6bdc7b4971e01b97b8\" title=\"\" tg-width=\"899\" tg-height=\"566\"/></p><p>10月27日，该公司宣布，AI200芯片将于明年开始出货，可作为独立组件、扩展卡或完整服务器机架提供。沙特阿拉伯AI初创公司Humain将成为首个客户，计划从2026年起部署基于新芯片的200兆瓦算力。</p><p style=\"text-align: justify;\">高通还将于2027年推出后续产品AI250。新产品线基于神经处理单元技术，该技术源自智能手机芯片设计，主打内存容量和能效优势，配备高达768GB的低功耗动态随机存取内存。</p><p style=\"text-align: justify;\">高通进军的方向正重塑着半导体行业格局——为支撑人工智能软件与服务，全球数据中心投入已高达数千亿美元。公司表示，尽管入局较晚，但其源自移动设备技术的存储相关创新与能效优势将吸引客户关注。</p><p style=\"text-align: justify;\">新品核心采用神经处理单元（NPU），这类最初为智能手机开发的芯片专攻AI负载加速与能效优化。该技术通过高通在笔记本芯片领域的实践持续演进，现已升级适配高性能计算场景。</p><p style=\"text-align: justify;\">在首席执行官克里斯蒂亚诺·阿蒙领导下，高通正着力摆脱对增长放缓的手机市场的依赖。公司已拓展至汽车与PC芯片领域，直至此刻才进军当前处理器最大的单一市场。</p><p style=\"text-align: justify;\">高通高级副总裁杜尔加·马拉迪透露，公司始终“在该领域潜心研发、积蓄实力”，目前正与所有主要芯片采购商洽谈基于其硬件的服务器机柜部署计划。</p><p style=\"text-align: justify;\">若获得微软、亚马逊和Meta等巨头的订单，将为高通开辟重要新收入来源。尽管近两年保持稳定盈利增长，但投资者更青睐其他科技股——2025年迄今高通股价涨幅仅10%，远费城半导体指数40%的飙升幅度。</p><p style=\"text-align: justify;\">根据预测，目前统治AI计算领域的英伟达其数据中心部门今年营收将突破1800亿美元，超过包括高通在内的任何芯片公司总收入。</p><p style=\"text-align: justify;\">马拉迪强调，新芯片将提供前所未有的内存容量，搭载高达768GB低功耗DRAM。内存存取速度与容量直接决定芯片处理AI海量数据的效能。这批新产品专注推理任务，即在大型语言模型完成训练后，支撑AI服务实际运行的计算工作。</p></body></html>","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>美股异动 | 高通涨幅扩大至20%，推出人工智能芯片，在数据中心市场与英伟达竞争</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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美股异动 | 高通涨幅扩大至20%，推出人工智能芯片，在数据中心市场与英伟达竞争\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-27 22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月27日，全球最大手机芯片制造商<a href=\"https://laohu8.com/S/QCOM\">高通</a>正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7899ebaa6d82f6bdc7b4971e01b97b8\" title=\"\" tg-width=\"899\" tg-height=\"566\"/></p><p>10月27日，该公司宣布，AI200芯片将于明年开始出货，可作为独立组件、扩展卡或完整服务器机架提供。沙特阿拉伯AI初创公司Humain将成为首个客户，计划从2026年起部署基于新芯片的200兆瓦算力。</p><p style=\"text-align: justify;\">高通还将于2027年推出后续产品AI250。新产品线基于神经处理单元技术，该技术源自智能手机芯片设计，主打内存容量和能效优势，配备高达768GB的低功耗动态随机存取内存。</p><p style=\"text-align: justify;\">高通进军的方向正重塑着半导体行业格局——为支撑人工智能软件与服务，全球数据中心投入已高达数千亿美元。公司表示，尽管入局较晚，但其源自移动设备技术的存储相关创新与能效优势将吸引客户关注。</p><p style=\"text-align: justify;\">新品核心采用神经处理单元（NPU），这类最初为智能手机开发的芯片专攻AI负载加速与能效优化。该技术通过高通在笔记本芯片领域的实践持续演进，现已升级适配高性能计算场景。</p><p style=\"text-align: justify;\">在首席执行官克里斯蒂亚诺·阿蒙领导下，高通正着力摆脱对增长放缓的手机市场的依赖。公司已拓展至汽车与PC芯片领域，直至此刻才进军当前处理器最大的单一市场。</p><p style=\"text-align: justify;\">高通高级副总裁杜尔加·马拉迪透露，公司始终“在该领域潜心研发、积蓄实力”，目前正与所有主要芯片采购商洽谈基于其硬件的服务器机柜部署计划。</p><p style=\"text-align: justify;\">若获得微软、亚马逊和Meta等巨头的订单，将为高通开辟重要新收入来源。尽管近两年保持稳定盈利增长，但投资者更青睐其他科技股——2025年迄今高通股价涨幅仅10%，远费城半导体指数40%的飙升幅度。</p><p style=\"text-align: justify;\">根据预测，目前统治AI计算领域的英伟达其数据中心部门今年营收将突破1800亿美元，超过包括高通在内的任何芯片公司总收入。</p><p style=\"text-align: justify;\">马拉迪强调，新芯片将提供前所未有的内存容量，搭载高达768GB低功耗DRAM。内存存取速度与容量直接决定芯片处理AI海量数据的效能。这批新产品专注推理任务，即在大型语言模型完成训练后，支撑AI服务实际运行的计算工作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175212624","content_text":"10月27日，全球最大手机芯片制造商高通正式进军AI数据中心市场，推出新型芯片和计算机系统，直接挑战英伟达在这一增长最快的半导体细分领域的主导地位。高通股价盘中涨20%。10月27日，该公司宣布，AI200芯片将于明年开始出货，可作为独立组件、扩展卡或完整服务器机架提供。沙特阿拉伯AI初创公司Humain将成为首个客户，计划从2026年起部署基于新芯片的200兆瓦算力。高通还将于2027年推出后续产品AI250。新产品线基于神经处理单元技术，该技术源自智能手机芯片设计，主打内存容量和能效优势，配备高达768GB的低功耗动态随机存取内存。高通进军的方向正重塑着半导体行业格局——为支撑人工智能软件与服务，全球数据中心投入已高达数千亿美元。公司表示，尽管入局较晚，但其源自移动设备技术的存储相关创新与能效优势将吸引客户关注。新品核心采用神经处理单元（NPU），这类最初为智能手机开发的芯片专攻AI负载加速与能效优化。该技术通过高通在笔记本芯片领域的实践持续演进，现已升级适配高性能计算场景。在首席执行官克里斯蒂亚诺·阿蒙领导下，高通正着力摆脱对增长放缓的手机市场的依赖。公司已拓展至汽车与PC芯片领域，直至此刻才进军当前处理器最大的单一市场。高通高级副总裁杜尔加·马拉迪透露，公司始终“在该领域潜心研发、积蓄实力”，目前正与所有主要芯片采购商洽谈基于其硬件的服务器机柜部署计划。若获得微软、亚马逊和Meta等巨头的订单，将为高通开辟重要新收入来源。尽管近两年保持稳定盈利增长，但投资者更青睐其他科技股——2025年迄今高通股价涨幅仅10%，远费城半导体指数40%的飙升幅度。根据预测，目前统治AI计算领域的英伟达其数据中心部门今年营收将突破1800亿美元，超过包括高通在内的任何芯片公司总收入。马拉迪强调，新芯片将提供前所未有的内存容量，搭载高达768GB低功耗DRAM。内存存取速度与容量直接决定芯片处理AI海量数据的效能。这批新产品专注推理任务，即在大型语言模型完成训练后，支撑AI服务实际运行的计算工作。","news_type":1,"symbols_score_info":{"QCOM":1.1}},"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409955724828888,"gmtCreate":1741096882186,"gmtModify":1741098263711,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> ，最近怎么跌这么多啊？","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> ，最近怎么跌这么多啊？","text":"$美国超微公司(AMD)$ ，最近怎么跌这么多啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409955724828888","isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404540018594104,"gmtCreate":1739789899790,"gmtModify":1739794867287,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"每天的资讯太多了，要总结容易。提前预判很难！","listText":"每天的资讯太多了，要总结容易。提前预判很难！","text":"每天的资讯太多了，要总结容易。提前预判很难！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404540018594104","repostId":"1132804503","repostType":4,"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362813849677896,"gmtCreate":1729599953865,"gmtModify":1729602217487,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"地平线行不行啊？","listText":"地平线行不行啊？","text":"地平线行不行啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362813849677896","repostId":"1194563670","repostType":2,"repost":{"id":"1194563670","kind":"news","pubTimestamp":1729083626,"share":"https://www.laohunote.com/m/news/1194563670?lang=zh_CN&edition=full","pubTime":"2024-10-16 21:00","market":"hk","language":"zh","title":"地平线10月24日上市！传阿里百度等优先认购15亿，估值超400亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1194563670","media":"车东西","summary":"港股今年最大上市规模企业或诞生。","content":"<html><head></head><body><p>作者 |  Janson</p><p>地平线确认10月24日赴港敲钟上市！</p><p>据外媒报道，<strong>有四家实体已同意在地平线上市前共同认购2.2亿美元（约合人民币15.62亿元）的股票</strong>。</p><p>消息显示，四家实体包括了<strong>阿里巴巴集团控股、百度、达飞集团以及一家宁波市政府基金</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/781d5e623701c5011a238a212c0f36b9\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"536\"/></p><p>本次地平线的香港上市由高盛、摩根士丹利、中信建投国际担任联席保荐。</p><p><strong>在IPO前，地平线的估值达到60亿美元（约合人民币427.2亿元）。</strong></p><p>有媒体就此次IPO的消息对有关方面进行了求证。</p><p>目前，地平线方面代表未予置评，阿里巴巴、百度、达飞集团和宁波市政府也未对置评请求作出回应。</p><p><strong><em>01.</em></strong></p><p><strong>地平线开始全球发售</strong></p><p><strong>10月24日敲钟上市</strong></p><p>在10月8日地平线通过港交所上市聆讯后，热度一直不减，而其背后的投资者也很重要。</p><p>消息显示，地平线的投资者阵容相当强大，包括上汽集团、五源资本、高瓴投资、红衫资本、英特尔、韩国SK海力士、云峰基金、宁德时代、比亚迪等。</p><p><strong>地平线此次IPO目标募集不超过8亿美元（约合人民币57.1亿元）</strong>，若成功，将成为今年香港规模最大的上市交易之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/515b470bbb453ada27073577285123a9\" alt=\"▲地平线公开发售招股章程\" title=\"▲地平线公开发售招股章程\" tg-width=\"1000\" tg-height=\"910\"/><span>▲地平线公开发售招股章程</span></p><p>从全球发行报告来看，地平线于10月11日开始评估投资者兴趣。</p><p>而就在刚刚，地平线的全球公开发售正式开始，并开始接受认购订单。</p><p>本次的认购时间截止时间为10月21日上午十一时三十分。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4cffc0679c1ee41f2402b8328ddfdef\" alt=\"▲地平线上市时间已得到确认\" title=\"▲地平线上市时间已得到确认\" tg-width=\"1080\" tg-height=\"498\"/><span>▲地平线上市时间已得到确认</span></p><p>据了解，本次股票分配结果预计于10月23日公布，<strong>B类普通股预计将于10月24日上午9点在香港联交所开始交易</strong>。</p><p>也就是说，地平线正式敲钟上市时间也已经正式确定。</p><p><strong><em>02.</em></strong></p><p><strong>地平线半年入账近10亿持续翻番</strong></p><p><strong>拿下290款车型定点</strong></p><p>营收方面，地平线2021、2022、2023年营收分别为4.67亿、9.06亿、15.52亿，几乎每年都实现营收翻番。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83e8f53a50c044dd3d2c72196ebb0a04\" alt=\"▲地平线2023年度市场表现\" title=\"▲地平线2023年度市场表现\" tg-width=\"1000\" tg-height=\"291\"/><span>▲地平线2023年度市场表现</span></p><p>今年上半年，地平线实现营收9.35亿，而去年同期这一数额为5.63亿，增长152%。</p><p>地平线在2021年、2022年及2023年毛利率分别为70.9%、69.3%及70.5%，还是保持了较高且稳定的毛利率。</p><p>而在2023年上半年地平线实现毛利率为61.0%，今年上半年毛利率进一步增长为79.0%，可见地平线最近一年盈利能力持续提升。</p><p>未来几年，地平线计划通过实施扩大收入规模、维持毛利率水平、提升经营杠杆及酷睿程的经营提升的业务举措来实现收支平衡并实现盈利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c194c0323017f65da0fe22491bfa21ea\" alt=\"▲地平线征程智能驾驶解决方案出货量已达600万套\" title=\"▲地平线征程智能驾驶解决方案出货量已达600万套\" tg-width=\"1000\" tg-height=\"535\"/><span>▲地平线征程智能驾驶解决方案出货量已达600万套</span></p><p> 此外，在客户扩张方面，截止目前，地平线已获得290款车型定点，并累计有152款车型达成SOP。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a0ddf27867ebce70c96da23a4fbc906\" alt=\"▲地平线的部分客户清单\" title=\"▲地平线的部分客户清单\" tg-width=\"1000\" tg-height=\"436\"/><span>▲地平线的部分客户清单</span></p><p>如此看来，随着客户数量的进一步增加，地平线未来的发展前景还是很不错的。</p><p><strong><em>03.</em></strong></p><p><strong>结语：地平线敲钟在即</strong></p><p>随着地平线更新了正式版的全球发售《招股章程》后，敲钟上市的时间也落定在了10月24日。</p><p>1024作为2的10次方，在计算机领域也有着特别的意义。而与此同时，10月24日对于智驾圈也是一个非常热闹的日子。</p><p>在地平线之外，小鹏预计也会在10.24上拿出智驾的新内容。</p><p>在这样一个时段，你更期待谁的新进展呢？</p></body></html>","source":"lsy1568772110806","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>地平线10月24日上市！传阿里百度等优先认购15亿，估值超400亿</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#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地平线10月24日上市！传阿里百度等优先认购15亿，估值超400亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-16 21:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/yYV3_T7UuOk3U_xwWO7VGA><strong>车东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 |  Janson地平线确认10月24日赴港敲钟上市！据外媒报道，有四家实体已同意在地平线上市前共同认购2.2亿美元（约合人民币15.62亿元）的股票。消息显示，四家实体包括了阿里巴巴集团控股、百度、达飞集团以及一家宁波市政府基金。本次地平线的香港上市由高盛、摩根士丹利、中信建投国际担任联席保荐。在IPO前，地平线的估值达到60亿美元（约合人民币427.2亿元）。有媒体就此次IPO的消息对...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yYV3_T7UuOk3U_xwWO7VGA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d72fa9ef1cb4848e1bbb92da526a9c8d","relate_stocks":{"09660":"地平线机器人-W"},"source_url":"https://mp.weixin.qq.com/s/yYV3_T7UuOk3U_xwWO7VGA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194563670","content_text":"作者 |  Janson地平线确认10月24日赴港敲钟上市！据外媒报道，有四家实体已同意在地平线上市前共同认购2.2亿美元（约合人民币15.62亿元）的股票。消息显示，四家实体包括了阿里巴巴集团控股、百度、达飞集团以及一家宁波市政府基金。本次地平线的香港上市由高盛、摩根士丹利、中信建投国际担任联席保荐。在IPO前，地平线的估值达到60亿美元（约合人民币427.2亿元）。有媒体就此次IPO的消息对有关方面进行了求证。目前，地平线方面代表未予置评，阿里巴巴、百度、达飞集团和宁波市政府也未对置评请求作出回应。01.地平线开始全球发售10月24日敲钟上市在10月8日地平线通过港交所上市聆讯后，热度一直不减，而其背后的投资者也很重要。消息显示，地平线的投资者阵容相当强大，包括上汽集团、五源资本、高瓴投资、红衫资本、英特尔、韩国SK海力士、云峰基金、宁德时代、比亚迪等。地平线此次IPO目标募集不超过8亿美元（约合人民币57.1亿元），若成功，将成为今年香港规模最大的上市交易之一。▲地平线公开发售招股章程从全球发行报告来看，地平线于10月11日开始评估投资者兴趣。而就在刚刚，地平线的全球公开发售正式开始，并开始接受认购订单。本次的认购时间截止时间为10月21日上午十一时三十分。▲地平线上市时间已得到确认据了解，本次股票分配结果预计于10月23日公布，B类普通股预计将于10月24日上午9点在香港联交所开始交易。也就是说，地平线正式敲钟上市时间也已经正式确定。02.地平线半年入账近10亿持续翻番拿下290款车型定点营收方面，地平线2021、2022、2023年营收分别为4.67亿、9.06亿、15.52亿，几乎每年都实现营收翻番。▲地平线2023年度市场表现今年上半年，地平线实现营收9.35亿，而去年同期这一数额为5.63亿，增长152%。地平线在2021年、2022年及2023年毛利率分别为70.9%、69.3%及70.5%，还是保持了较高且稳定的毛利率。而在2023年上半年地平线实现毛利率为61.0%，今年上半年毛利率进一步增长为79.0%，可见地平线最近一年盈利能力持续提升。未来几年，地平线计划通过实施扩大收入规模、维持毛利率水平、提升经营杠杆及酷睿程的经营提升的业务举措来实现收支平衡并实现盈利。▲地平线征程智能驾驶解决方案出货量已达600万套 此外，在客户扩张方面，截止目前，地平线已获得290款车型定点，并累计有152款车型达成SOP。▲地平线的部分客户清单如此看来，随着客户数量的进一步增加，地平线未来的发展前景还是很不错的。03.结语：地平线敲钟在即随着地平线更新了正式版的全球发售《招股章程》后，敲钟上市的时间也落定在了10月24日。1024作为2的10次方，在计算机领域也有着特别的意义。而与此同时，10月24日对于智驾圈也是一个非常热闹的日子。在地平线之外，小鹏预计也会在10.24上拿出智驾的新内容。在这样一个时段，你更期待谁的新进展呢？","news_type":1,"symbols_score_info":{"09660":1.1}},"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248051271475512,"gmtCreate":1701597273390,"gmtModify":1701601580127,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475643264312099","authorIdStr":"3475643264312099"},"themes":[],"title":"","htmlText":"想找到合适的机会投资美股","listText":"想找到合适的机会投资美股","text":"想找到合适的机会投资美股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248051271475512","isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":579403380830248,"gmtCreate":1782486067230,"gmtModify":1782486695377,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"看一看效果","listText":"看一看效果","text":"看一看效果","images":[{"img":"https://static.tigerbbs.com/2f63cdac505fe5311b4c53bedf1c5d98","width":"1320","height":"2044"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579403380830248","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":579403286651584,"gmtCreate":1782485971959,"gmtModify":1782486681171,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"这次我们应该能做好吧","listText":"这次我们应该能做好吧","text":"这次我们应该能做好吧","images":[{"img":"https://static.tigerbbs.com/4f1b2826fa4254dd2642a57dd37e0df7","width":"1320","height":"2704"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579403286651584","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560461636327376,"gmtCreate":1777863232386,"gmtModify":1777863234875,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"智谱真厉害","listText":"智谱真厉害","text":"智谱真厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560461636327376","repostId":"2631689087","repostType":2,"repost":{"id":"2631689087","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"med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17:13","market":"hk","language":"zh","title":"阿里、字节、智谱入选《时代》杂志2026年“十大最具影响力AI公司”名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2631689087","media":"金吾财讯","summary":"金吾财讯 | 《时代》杂志本周发布2026年“十大最具影响力AI公司”名单，字节跳动、阿里巴巴、智谱入选，其余七家公司为亚马逊、OpenAI、Alphabet、Meta、Anthropic、Mistral及Hugging Face。榜单覆盖大模型、云算力与开源生态等关键环节，显示全球AI产业竞争格局加速走向多极化发展。","content":"<html><body><p>金吾财讯 | 《时代》杂志本周发布2026年“十大最具影响力AI公司”名单，字节跳动、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/02513\">智谱</a>入选，其余七家公司为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI、Alphabet、<a href=\"https://laohu8.com/S/META\">Meta</a>、Anthropic、Mistral及Hugging Face。榜单覆盖大模型、云算力与开源生态等关键环节，显示全球AI产业竞争格局加速走向多极化发展。</p></body></html>","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 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</p>\n<p class=\"h-time\">2026-04-30 17:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 《时代》杂志本周发布2026年“十大最具影响力AI公司”名单，字节跳动、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/02513\">智谱</a>入选，其余七家公司为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI、Alphabet、<a href=\"https://laohu8.com/S/META\">Meta</a>、Anthropic、Mistral及Hugging Face。榜单覆盖大模型、云算力与开源生态等关键环节，显示全球AI产业竞争格局加速走向多极化发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/YTI1MmE4Njc2MTkyMDEyMA==.jpg","relate_stocks":{"89988":"阿里巴巴-WR","BK4581":"高盛持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL 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15:44","market":"fut","language":"zh","title":"花旗：中兴通讯(00763)首季收入符合预期 但净利润逊","url":"https://stock-news.laohu8.com/highlight/detail?id=2630363179","media":"智通财经","summary":"智通财经APP获悉，花旗发布研报称，中兴通讯(00763)首季收入同比增长6%至350亿元人民币(下同)，较市场预期高出3%。但毛利率受产品组合影响，同比下跌6个百分点至28.3%，较市场预期低2.7个百分点，部分被营运开支下跌12%所抵销。经营溢利同比跌13%至16亿元人民币，较市场预期低22%。该行维持“中性”评级，目标价25.4港元。花旗预期，中兴收入增长将由AI服务器、其他算力相关产品及消费业务等新计划带动，应可抵销电讯网络业务的疲弱。","content":"<html><body><p>智通财经APP获悉，花旗发布研报称，<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(00763)首季收入同比增长6%至350亿元人民币(下同)，较市场预期高出3%。但毛利率受产品组合影响，同比下跌6个百分点至28.3%，较市场预期低2.7个百分点，部分被营运开支下跌12%所抵销。经营溢利同比跌13%至16亿元人民币，较市场预期低22%。该行维持“中性”评级，目标价25.4港元。花旗预期，<a href=\"https://laohu8.com/S/00763\">中兴</a>收入增长将由AI服务器、其他算力相关产品及消费业务等新计划带动，应可抵销电讯网络业务的疲弱。</p></body></html>","source":"stock_zhitongcaijing","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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href=http://www.zhitongcaijing.com/content/detail/1434330.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗发布研报称，中兴通讯(00763)首季收入同比增长6%至350亿元人民币(下同)，较市场预期高出3%。但毛利率受产品组合影响，同比下跌6个百分点至28.3%，较市场预期低2.7个百分点，部分被营运开支下跌12%所抵销。经营溢利同比跌13%至16亿元人民币，较市场预期低22%。该行维持“中性”评级，目标价25.4港元。花旗预期，中兴收入增长将由AI服务器、其他算力相关产品及...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1434330.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000063":"中兴通讯","00763":"中兴通讯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1434330.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2630363179","content_text":"智通财经APP获悉，花旗发布研报称，中兴通讯(00763)首季收入同比增长6%至350亿元人民币(下同)，较市场预期高出3%。但毛利率受产品组合影响，同比下跌6个百分点至28.3%，较市场预期低2.7个百分点，部分被营运开支下跌12%所抵销。经营溢利同比跌13%至16亿元人民币，较市场预期低22%。该行维持“中性”评级，目标价25.4港元。花旗预期，中兴收入增长将由AI服务器、其他算力相关产品及消费业务等新计划带动，应可抵销电讯网络业务的疲弱。","news_type":1,"symbols_score_info":{"000063":1.5,"00763":1.5}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552308701260072,"gmtCreate":1775875634741,"gmtModify":1775875637250,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"金山云确实是不错的公司，现在估值低","listText":"金山云确实是不错的公司，现在估值低","text":"金山云确实是不错的公司，现在估值低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552308701260072","repostId":"1167357828","repostType":2,"repost":{"id":"1167357828","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1775657805,"share":"https://www.laohunote.com/m/news/1167357828?lang=zh_CN&edition=full","pubTime":"2026-04-08 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-04-08 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金山云(KC)今日盘中大涨10.39%，表现强势，引起了市场的高度关注。</p><p>消息面上，里昂及高盛等机构近期发布报告，看好金山云的业绩走势。里昂指出，公司去年第四季业绩胜预期，受强劲人工智能(AI)需求带动，总收入同比增长24%，其中公有云服务收入同比增长35%。该行预测，金山云2026年收入增速将加快至30%，并上调了其美股目标价至20.4美元，维持“跑赢大市”评级。高盛在其中国互联网报告中，也将云端与数据中心列为首选子产业，并将金山云列为核心投资目标之一，认为企业与AI代理增长将持续推动需求。</p><p>此外，金山云作为OpenClaw概念股的一员，今日随板块全线走高。有机构观点指出，AI应用的快速规模化落地带动了词元(Token)调用量的激增，围绕词元的商业化收费路径日益清晰，未来有望呈现“量价齐升”趋势，这为包括金山云在内的云计算与AI相关公司提供了增长动力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KC":"金山云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167357828","content_text":"金山云(KC)今日盘中大涨10.39%，表现强势，引起了市场的高度关注。消息面上，里昂及高盛等机构近期发布报告，看好金山云的业绩走势。里昂指出，公司去年第四季业绩胜预期，受强劲人工智能(AI)需求带动，总收入同比增长24%，其中公有云服务收入同比增长35%。该行预测，金山云2026年收入增速将加快至30%，并上调了其美股目标价至20.4美元，维持“跑赢大市”评级。高盛在其中国互联网报告中，也将云端与数据中心列为首选子产业，并将金山云列为核心投资目标之一，认为企业与AI代理增长将持续推动需求。此外，金山云作为OpenClaw概念股的一员，今日随板块全线走高。有机构观点指出，AI应用的快速规模化落地带动了词元(Token)调用量的激增，围绕词元的商业化收费路径日益清晰，未来有望呈现“量价齐升”趋势，这为包括金山云在内的云计算与AI相关公司提供了增长动力。","news_type":1,"symbols_score_info":{"KC":1}},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539048381986176,"gmtCreate":1772624498442,"gmtModify":1772624500886,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"谢谢分享，这个不错","listText":"谢谢分享，这个不错","text":"谢谢分享，这个不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539048381986176","repostId":"1857996265446682","repostType":17,"repost":{"id":4647,"live_id":"1857996265446682","type":2,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"MiniMax 2025年全年业绩电话会议","title_en":"MiniMax Full Year 2025 Financial Earnings Call","status":3,"abstract_en":[],"description_html":"","description_html_en":" 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19:14","market":"us","language":"zh","title":"市场消息：小米计划每年推出一款新的智能手机处理器芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1108660188","media":"老虎资讯综合","summary":"3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片。卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。","content":"<html><head></head><body><p>3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。</p><p>周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。</p><p>去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片（SoC）。很少有智能手机厂商会自行设计SoC，并让SoC驱动其所安装的设备。</p><p>苹果三星拥有A系列芯片，而其他智能手机制造商则依赖高通等公司的SoC芯片。以及联发科。</p><p>“这是我们的第一款芯片产品。展望未来，我们很可能会每年发布一次升级产品，”卢先生在巴塞罗那世界移动通信大会期间接受CNBC采访时表示。</p><p>每年对SoC进行升级是一项浩大的工程，这符合苹果公司每年发布新款A系列芯片的节奏。卢先生表示，这款芯片将在今年于中国发布的一款设备中首次亮相，最终也将应用于该公司在海外销售的手机中。</p><p>卢的言论与小米副总裁徐飞9月份的说法不同，当时徐飞告诉CNBC，公司无法承诺每年都发布一款新产品。</p><p>定制化的SoC芯片可以让小米将硬件与软件紧密集成，从而与竞争对手的产品区分开来。小米已经开发了基于安卓系统的移动操作系统，名为HyperOS。</p><h2 id=\"id_951740719\">国际人工智能助手</h2><p>在中国，小米的设备配备了名为“小爱同学”的人工智能助手，该助手基于小米自主研发的人工智能模型构建。</p><p>小爱同学目前主要专注于小米在中国的产品。但陆正告诉CNBC，随着小米在海外推出电动汽车，该公司正准备面向国际市场发布一款人工智能助手。小米此前曾表示，电动汽车将于2027年在欧洲上市。</p><p>“当我们的汽车进入国际市场时，你会看到我们的人工智能代理也随之而来，”卢说。</p><p>卢先生表示，小米可能会寻求与谷歌合作，将谷歌的Gemini模型用于其海外人工智能助手以及小米自己的人工智能助手。</p><p>其他智能手机厂商也采取了类似的做法。三星在其设备中集成了不同的AI模型和产品，同时高度依赖谷歌的Gemini平台。</p><p>卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。</p><p>去年，小米CEO雷军表示，公司将在未来10年内至少投资500亿元人民币（约合69亿美元）用于自主芯片研发。</p><p>陆先生表示，这家总部位于北京的公司计划今年首次将其 XRing O1 芯片、HyperOS 操作系统和 AI 助手集成到一台设备中。</p><p>“它会首先进入中国市场，但最终，我们希望将其引入海外市场，”他补充道。</p></body></html>","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>市场消息：小米计划每年推出一款新的智能手机处理器芯片</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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市场消息：小米计划每年推出一款新的智能手机处理器芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-04 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。</p><p>周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。</p><p>去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片（SoC）。很少有智能手机厂商会自行设计SoC，并让SoC驱动其所安装的设备。</p><p>苹果三星拥有A系列芯片，而其他智能手机制造商则依赖高通等公司的SoC芯片。以及联发科。</p><p>“这是我们的第一款芯片产品。展望未来，我们很可能会每年发布一次升级产品，”卢先生在巴塞罗那世界移动通信大会期间接受CNBC采访时表示。</p><p>每年对SoC进行升级是一项浩大的工程，这符合苹果公司每年发布新款A系列芯片的节奏。卢先生表示，这款芯片将在今年于中国发布的一款设备中首次亮相，最终也将应用于该公司在海外销售的手机中。</p><p>卢的言论与小米副总裁徐飞9月份的说法不同，当时徐飞告诉CNBC，公司无法承诺每年都发布一款新产品。</p><p>定制化的SoC芯片可以让小米将硬件与软件紧密集成，从而与竞争对手的产品区分开来。小米已经开发了基于安卓系统的移动操作系统，名为HyperOS。</p><h2 id=\"id_951740719\">国际人工智能助手</h2><p>在中国，小米的设备配备了名为“小爱同学”的人工智能助手，该助手基于小米自主研发的人工智能模型构建。</p><p>小爱同学目前主要专注于小米在中国的产品。但陆正告诉CNBC，随着小米在海外推出电动汽车，该公司正准备面向国际市场发布一款人工智能助手。小米此前曾表示，电动汽车将于2027年在欧洲上市。</p><p>“当我们的汽车进入国际市场时，你会看到我们的人工智能代理也随之而来，”卢说。</p><p>卢先生表示，小米可能会寻求与谷歌合作，将谷歌的Gemini模型用于其海外人工智能助手以及小米自己的人工智能助手。</p><p>其他智能手机厂商也采取了类似的做法。三星在其设备中集成了不同的AI模型和产品，同时高度依赖谷歌的Gemini平台。</p><p>卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。</p><p>去年，小米CEO雷军表示，公司将在未来10年内至少投资500亿元人民币（约合69亿美元）用于自主芯片研发。</p><p>陆先生表示，这家总部位于北京的公司计划今年首次将其 XRing O1 芯片、HyperOS 操作系统和 AI 助手集成到一台设备中。</p><p>“它会首先进入中国市场，但最终，我们希望将其引入海外市场，”他补充道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108660188","content_text":"3月4日，在巴塞罗那世界移动通信大会期间，小米该公司总裁卢伟冰表示，公司计划每年推出一款新的智能手机处理器芯片，这凸显了公司向更复杂的技术领域扩张的雄心。周二，卢先生在接受广泛采访时还表示，小米正准备面向海外市场推出自己的人工智能助手。去年，小米推出了XRing O1，这是一款基于先进的3纳米制程工艺的系统级芯片（SoC）。很少有智能手机厂商会自行设计SoC，并让SoC驱动其所安装的设备。苹果三星拥有A系列芯片，而其他智能手机制造商则依赖高通等公司的SoC芯片。以及联发科。“这是我们的第一款芯片产品。展望未来，我们很可能会每年发布一次升级产品，”卢先生在巴塞罗那世界移动通信大会期间接受CNBC采访时表示。每年对SoC进行升级是一项浩大的工程，这符合苹果公司每年发布新款A系列芯片的节奏。卢先生表示，这款芯片将在今年于中国发布的一款设备中首次亮相，最终也将应用于该公司在海外销售的手机中。卢的言论与小米副总裁徐飞9月份的说法不同，当时徐飞告诉CNBC，公司无法承诺每年都发布一款新产品。定制化的SoC芯片可以让小米将硬件与软件紧密集成，从而与竞争对手的产品区分开来。小米已经开发了基于安卓系统的移动操作系统，名为HyperOS。国际人工智能助手在中国，小米的设备配备了名为“小爱同学”的人工智能助手，该助手基于小米自主研发的人工智能模型构建。小爱同学目前主要专注于小米在中国的产品。但陆正告诉CNBC，随着小米在海外推出电动汽车，该公司正准备面向国际市场发布一款人工智能助手。小米此前曾表示，电动汽车将于2027年在欧洲上市。“当我们的汽车进入国际市场时，你会看到我们的人工智能代理也随之而来，”卢说。卢先生表示，小米可能会寻求与谷歌合作，将谷歌的Gemini模型用于其海外人工智能助手以及小米自己的人工智能助手。其他智能手机厂商也采取了类似的做法。三星在其设备中集成了不同的AI模型和产品，同时高度依赖谷歌的Gemini平台。卢先生表示，小米的目标是让其人工智能助手覆盖智能手机和汽车。去年，小米CEO雷军表示，公司将在未来10年内至少投资500亿元人民币（约合69亿美元）用于自主芯片研发。陆先生表示，这家总部位于北京的公司计划今年首次将其 XRing O1 芯片、HyperOS 操作系统和 AI 助手集成到一台设备中。“它会首先进入中国市场，但最终，我们希望将其引入海外市场，”他补充道。","news_type":1,"symbols_score_info":{"01810":1,"XIACY":1}},"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536270268388488,"gmtCreate":1771946246924,"gmtModify":1771946249625,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"美股这些我也知道啊，有利好就涨","listText":"美股这些我也知道啊，有利好就涨","text":"美股这些我也知道啊，有利好就涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536270268388488","repostId":"1174318979","repostType":4,"repost":{"id":"1174318979","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1771934607,"share":"https://www.laohunote.com/m/news/1174318979?lang=zh_CN&edition=full","pubTime":"2026-02-24 20:03","market":"us","language":"zh","title":"AMD与Meta扩大战略合作，将向Meta部署6吉瓦AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1174318979","media":"老虎资讯综合","summary":"与Meta Platforms深化合作。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 将在五年内向Meta出售价值高达600亿美元的人工智能芯片。</strong></p><p>AMD与 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> 今日宣布达成一项6吉瓦的协议，旨在为Meta的下一代AI基础设施提供多代AMD Instinct GPU的支持。此项协议拓展了双方现有的战略伙伴关系，并在芯片、系统和软件层面协调了发展路线图，以交付为Meta工作负载量身打造的AI平台。</p><p>AMD董事长兼首席执行官苏姿丰表示，很自豪能扩大与Meta的战略合作，他们正以前所未有的规模拓展AI的边界。作为协议的一部分，为进一步协调战略利益，<strong>AMD已向Meta授予了基于业绩条件的认股权证，最多可购买1.6亿股AMD普通股。</strong>AMD与Meta正在芯片、系统和软件层面展开全方位合作，以实现在全球范围内规模化部署AI基础设施，从而加速AI创新，并将AI驱动的服务和体验带给数十亿用户。</p><p>AMD盘前直线拉升，一度涨超15%。同时，Meta小幅跳水。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5dadd8cf33f259f03a76f4c12f3c370\" title=\"\" tg-width=\"966\" tg-height=\"429\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4b7948b0ee24d4c48de10adba270680\" tg-width=\"1161\" tg-height=\"408\"/></p><p></p></body></html>","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>AMD与Meta扩大战略合作，将向Meta部署6吉瓦AI芯片</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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nAMD与Meta扩大战略合作，将向Meta部署6吉瓦AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-24 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 将在五年内向Meta出售价值高达600亿美元的人工智能芯片。</strong></p><p>AMD与 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> 今日宣布达成一项6吉瓦的协议，旨在为Meta的下一代AI基础设施提供多代AMD Instinct GPU的支持。此项协议拓展了双方现有的战略伙伴关系，并在芯片、系统和软件层面协调了发展路线图，以交付为Meta工作负载量身打造的AI平台。</p><p>AMD董事长兼首席执行官苏姿丰表示，很自豪能扩大与Meta的战略合作，他们正以前所未有的规模拓展AI的边界。作为协议的一部分，为进一步协调战略利益，<strong>AMD已向Meta授予了基于业绩条件的认股权证，最多可购买1.6亿股AMD普通股。</strong>AMD与Meta正在芯片、系统和软件层面展开全方位合作，以实现在全球范围内规模化部署AI基础设施，从而加速AI创新，并将AI驱动的服务和体验带给数十亿用户。</p><p>AMD盘前直线拉升，一度涨超15%。同时，Meta小幅跳水。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5dadd8cf33f259f03a76f4c12f3c370\" title=\"\" tg-width=\"966\" tg-height=\"429\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4b7948b0ee24d4c48de10adba270680\" tg-width=\"1161\" tg-height=\"408\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bcc9ffe3c860d4445307db3497d2fd3f","relate_stocks":{"AMD":"美国超微公司","AMYY":"GraniteShares YieldBOOST AMD ETF","AMDY":"AMD期权收益策略ETF-YieldMax","AMDL":"2倍做多AMD ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","META":"Meta Platforms, Inc.","AMUU":"2倍做多AMD ETF-Direxion","AMDD":"1倍做空AMD ETF-Direxion","DAMD":"2倍做空AMD ETF-Defiance","AMDW":"Roundhill AMD WeeklyPay ETF","AMDG":"2倍做多AMD ETF- Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174318979","content_text":"美国超微公司 将在五年内向Meta出售价值高达600亿美元的人工智能芯片。AMD与 Meta Platforms, Inc. 今日宣布达成一项6吉瓦的协议，旨在为Meta的下一代AI基础设施提供多代AMD Instinct GPU的支持。此项协议拓展了双方现有的战略伙伴关系，并在芯片、系统和软件层面协调了发展路线图，以交付为Meta工作负载量身打造的AI平台。AMD董事长兼首席执行官苏姿丰表示，很自豪能扩大与Meta的战略合作，他们正以前所未有的规模拓展AI的边界。作为协议的一部分，为进一步协调战略利益，AMD已向Meta授予了基于业绩条件的认股权证，最多可购买1.6亿股AMD普通股。AMD与Meta正在芯片、系统和软件层面展开全方位合作，以实现在全球范围内规模化部署AI基础设施，从而加速AI创新，并将AI驱动的服务和体验带给数十亿用户。AMD盘前直线拉升，一度涨超15%。同时，Meta小幅跳水。","news_type":1,"symbols_score_info":{"AMDY":0.6,"AMDU":0.6,"AMDD":0.6,"AMDG":0.6,"AMD":2,"META":2,"AMDL":0.6,"AMYY":0.6,"AMDW":0.6,"AMUU":0.6,"DAMD":0.6}},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533245114667408,"gmtCreate":1771207752473,"gmtModify":1771207755073,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533245114667408","repostId":"2611676166","repostType":2,"repost":{"id":"2611676166","kind":"news","pubTimestamp":1770965820,"share":"https://www.laohunote.com/m/news/2611676166?lang=zh_CN&edition=full","pubTime":"2026-02-13 14:57","market":"us","language":"zh","title":"宽禁带半导体竞逐升维：规模化制造与系统创新定胜负","url":"https://stock-news.laohu8.com/highlight/detail?id=2611676166","media":"CCTIME飞象网","summary":"市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来。与此同时，制造规模与成本控制成为另一大决胜点。宽禁带半导体的规模化竞逐已全面展开，这既是技术创新的赛跑，也是产业链生态的构建。","content":"<html><body><article><p>行业数据显示，2025年第三季度全球电动车碳化硅（SiC）逆变器装机量同比增长22%，达到约150万台。这不仅意味着单一产品的市场增长，更揭示了一个明确的趋势：以氮化镓（GaN）和碳化硅（SiC）为代表的第三代宽禁带半导体，正跨越技术验证阶段，迈入规模化应用与产业竞争的关键时期。市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来。</p><p><strong>应用落地加速，GaN与SiC双线突破</strong></p><p>技术的价值最终体现在应用层面。当前，GaN凭借其高频、高效的特性，正快速渗透多个高增长领域。在数据中心，为应对AI算力带来的惊人功耗，基于800V高压直流架构的GaN解决方案已成为提升功率密度的关键。国内厂商<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>推出的第三代GaN技术，据称可将功率模块的功率密度提升一倍，同时显著降低损耗。在新能源汽车领域，GaN已成功应用于车载充电器，部分国内车企的量产方案已实现效率、功率密度与轻量化的综合提升。甚至在光伏领域，采用GaN双向开关的微型逆变器也已面世，其通过简化电路架构，在提升转换效率的同时降低了系统成本。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260213153002172v201cm7lgt3ix4c\"/><p>图片来源：英诺赛科官网</p><p>另一方面，SiC继续巩固其在高压、大功率场景中的统治地位。其技术突破沿着两大主线展开：一是制造端，12英寸大尺寸SiC衬底技术的进展（如<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>及国内企业的突破）是降低芯片成本、扩大产能的基础；二是器件端，<a href=\"https://laohu8.com/S/MIELY\">三菱电机</a>等公司推出的沟槽型SiC MOSFET结构，相比传统平面器件能显著降低导通损耗，这意味着电动汽车的续航能力可能更强，光伏逆变器的发电效率可以更高。</p><p><strong>竞争焦点转移：从单点性能到系统级创新</strong></p><p>行业竞争的底层逻辑正发生深刻演变。早期的较量多集中于器件本身的性能参数，而如今战火已蔓延至<strong>系统级创新</strong>和<strong>规模化制造能力</strong>两大核心战场。</p><p>工程师的设计理念也从追求单一器件性能最优，转向对效率、成本、体积、可靠性等多维度的全局平衡。例如，GaN的高频优势虽显著，但也带来了电磁干扰与热管理的挑战。因此，能够提供“器件+驱动+封装”协同解决方案的企业，正获得更多市场青睐。同样，SiC的普及不仅需要先进的芯片，更需要与之匹配的栅极驱动、高效散热设计和可靠的模块封装。这意味着，产业链的协同与整合能力变得前所未有的重要。</p><p>与此同时，<strong>制造规模与成本控制</strong>成为另一大决胜点。大尺寸晶圆（如12英寸SiC衬底、8英寸GaN-on-Si外延）的产业化进程，直接关系到终端产品的成本竞争力。业界领先企业正通过技术联盟、扩大资本投入来巩固制造优势，因为这是实现技术普惠和市场规模扩张的根本。</p><img src=\"http://i2023.danews.cc/upload/doc/20260213/698ec0db22d47/media/image2_sm.png\"/><p>12英寸碳化硅衬底实现厚度均匀性（TTV）≤1μm，图片来源：<a href=\"https://laohu8.com/S/300316\">晶盛机电</a>官网</p><p><strong>行业盛会聚焦未来，共探规模化落地路径</strong></p><p>面对从技术到制造、从器件到系统的全方位竞逐，行业亟须一个汇聚全球智慧、链接产业生态的平台，以共同应对挑战、把握机遇。将于<strong>2026年8月26日至28日</strong>在<strong><a href=\"https://laohu8.com/S/00152\">深圳国际</a>会展中心</strong>举办的<strong>PCIM Asia Shenzhen 2026</strong>（深圳国际电力元件、可再生能源管理展览会暨研讨会），正是这样一个关键枢纽。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260213153031326v201jmqcmbjudf9\"/><p>本届展会精准贴合产业发展趋势，汇聚全球超300家领军企业，集中展示前沿产品与技术解决方案。同期，主论坛“功率半导体<a href=\"https://laohu8.com/S/688257\">新锐</a>峰会”及多场主题分论坛免费开放，聚焦先进宽禁带半导体核心赛道，以“技术深潜、产业协同、趋势前瞻、精准对接”为核心价值，直击功率半导体产业链最关注的关键议题，深度洞察国际前沿技术走向，同步呈现国产宽禁带半导体最新进展，为行业技术决策者、科研带头人及产业投资者，提供可落地的战略参考与高效资源对接平台。</p><img src=\"http://i2023.danews.cc/upload/doc/20260213/698ec0db22d47/media/image4_sm.png\"/><p>尤为重要的是，PCIM Asia Shenzhen 2026立足于华南——全球最大的电子产品制造与创新应用集群之一，天然具备连接全球先进技术与庞大终端市场的优势。它不仅展示前沿产品，更通过“产学研交流专区”“电气化交通产业链专区”等特色设置，促进从材料、器件、模组到整机的全产业链对话与合作，加速创新成果的商业化落地。</p><p>宽禁带半导体的规模化竞逐已全面展开，这既是技术创新的赛跑，也是产业链生态的构建。在这一进程中，行业交流平台的价值不仅在于信息传递，更在于促进跨领域协作，共同推动电力电子技术的革新与突破。可以预见，在开放协作的浪潮之下，<a href=\"https://laohu8.com/S/02380\">中国电力</a>电子产业将加速驶向高性能、高可靠性的新蓝海，为全球绿色能源变革注入强劲的“芯”动力。</p><img src=\"http://i2023.danews.cc/upload/doc/20260213/698ec0db22d47/media/image5_sm.png\"/></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>宽禁带半导体竞逐升维：规模化制造与系统创新定胜负</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宽禁带半导体竞逐升维：规模化制造与系统创新定胜负\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 14:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153117a49fb47a&s=b><strong>CCTIME飞象网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>行业数据显示，2025年第三季度全球电动车碳化硅（SiC）逆变器装机量同比增长22%，达到约150万台。这不仅意味着单一产品的市场增长，更揭示了一个明确的趋势：以氮化镓（GaN）和碳化硅（SiC）为代表的第三代宽禁带半导体，正跨越技术验证阶段，迈入规模化应用与产业竞争的关键时期。市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153117a49fb47a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300316":"晶盛机电","688981":"中芯国际","02577":"英诺赛科","BK4588":"碎股","BK4585":"ETF&股票定投概念","SOX":"费城半导体指数","BK4535":"淡马锡持仓","BK4182":"重型电气设备","ON":"安森美半导体","MIELY":"三菱电机","WOLF":"Wolfspeed Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153117a49fb47a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2611676166","content_text":"行业数据显示，2025年第三季度全球电动车碳化硅（SiC）逆变器装机量同比增长22%，达到约150万台。这不仅意味着单一产品的市场增长，更揭示了一个明确的趋势：以氮化镓（GaN）和碳化硅（SiC）为代表的第三代宽禁带半导体，正跨越技术验证阶段，迈入规模化应用与产业竞争的关键时期。市场信息显示，低压GaN器件采用量实现数倍增长，SiC器件采用量亦成倍提升，一场由高效能半导体驱动的产业升级浪潮已然到来。应用落地加速，GaN与SiC双线突破技术的价值最终体现在应用层面。当前，GaN凭借其高频、高效的特性，正快速渗透多个高增长领域。在数据中心，为应对AI算力带来的惊人功耗，基于800V高压直流架构的GaN解决方案已成为提升功率密度的关键。国内厂商英诺赛科推出的第三代GaN技术，据称可将功率模块的功率密度提升一倍，同时显著降低损耗。在新能源汽车领域，GaN已成功应用于车载充电器，部分国内车企的量产方案已实现效率、功率密度与轻量化的综合提升。甚至在光伏领域，采用GaN双向开关的微型逆变器也已面世，其通过简化电路架构，在提升转换效率的同时降低了系统成本。图片来源：英诺赛科官网另一方面，SiC继续巩固其在高压、大功率场景中的统治地位。其技术突破沿着两大主线展开：一是制造端，12英寸大尺寸SiC衬底技术的进展（如Wolfspeed及国内企业的突破）是降低芯片成本、扩大产能的基础；二是器件端，三菱电机等公司推出的沟槽型SiC MOSFET结构，相比传统平面器件能显著降低导通损耗，这意味着电动汽车的续航能力可能更强，光伏逆变器的发电效率可以更高。竞争焦点转移：从单点性能到系统级创新行业竞争的底层逻辑正发生深刻演变。早期的较量多集中于器件本身的性能参数，而如今战火已蔓延至系统级创新和规模化制造能力两大核心战场。工程师的设计理念也从追求单一器件性能最优，转向对效率、成本、体积、可靠性等多维度的全局平衡。例如，GaN的高频优势虽显著，但也带来了电磁干扰与热管理的挑战。因此，能够提供“器件+驱动+封装”协同解决方案的企业，正获得更多市场青睐。同样，SiC的普及不仅需要先进的芯片，更需要与之匹配的栅极驱动、高效散热设计和可靠的模块封装。这意味着，产业链的协同与整合能力变得前所未有的重要。与此同时，制造规模与成本控制成为另一大决胜点。大尺寸晶圆（如12英寸SiC衬底、8英寸GaN-on-Si外延）的产业化进程，直接关系到终端产品的成本竞争力。业界领先企业正通过技术联盟、扩大资本投入来巩固制造优势，因为这是实现技术普惠和市场规模扩张的根本。12英寸碳化硅衬底实现厚度均匀性（TTV）≤1μm，图片来源：晶盛机电官网行业盛会聚焦未来，共探规模化落地路径面对从技术到制造、从器件到系统的全方位竞逐，行业亟须一个汇聚全球智慧、链接产业生态的平台，以共同应对挑战、把握机遇。将于2026年8月26日至28日在深圳国际会展中心举办的PCIM Asia Shenzhen 2026（深圳国际电力元件、可再生能源管理展览会暨研讨会），正是这样一个关键枢纽。本届展会精准贴合产业发展趋势，汇聚全球超300家领军企业，集中展示前沿产品与技术解决方案。同期，主论坛“功率半导体新锐峰会”及多场主题分论坛免费开放，聚焦先进宽禁带半导体核心赛道，以“技术深潜、产业协同、趋势前瞻、精准对接”为核心价值，直击功率半导体产业链最关注的关键议题，深度洞察国际前沿技术走向，同步呈现国产宽禁带半导体最新进展，为行业技术决策者、科研带头人及产业投资者，提供可落地的战略参考与高效资源对接平台。尤为重要的是，PCIM Asia Shenzhen 2026立足于华南——全球最大的电子产品制造与创新应用集群之一，天然具备连接全球先进技术与庞大终端市场的优势。它不仅展示前沿产品，更通过“产学研交流专区”“电气化交通产业链专区”等特色设置，促进从材料、器件、模组到整机的全产业链对话与合作，加速创新成果的商业化落地。宽禁带半导体的规模化竞逐已全面展开，这既是技术创新的赛跑，也是产业链生态的构建。在这一进程中，行业交流平台的价值不仅在于信息传递，更在于促进跨领域协作，共同推动电力电子技术的革新与突破。可以预见，在开放协作的浪潮之下，中国电力电子产业将加速驶向高性能、高可靠性的新蓝海，为全球绿色能源变革注入强劲的“芯”动力。","news_type":1,"symbols_score_info":{"300316":1.61,"688981":1.51,"MIELY":1.67,"02577":0.9,"WOLF":1.64,"ON":1.62,"SOX":1.55}},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532732189038280,"gmtCreate":1771080691106,"gmtModify":1771080693269,"author":{"id":"3475643264312099","authorId":"3475643264312099","name":"想找到合适的机会投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475643264312099","idStr":"3475643264312099"},"themes":[],"title":"","htmlText":"是的","listText":"是的","text":"是的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532732189038280","repostId":"2606760542","repostType":2,"repost":{"id":"2606760542","kind":"highlight","pubTimestamp":1769481026,"share":"https://www.laohunote.com/m/news/2606760542?lang=zh_CN&edition=full","pubTime":"2026-01-27 10:30","market":"fut","language":"zh","title":"新思科技CEO预计存储器芯片短缺将持续到2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=2606760542","media":"格隆汇","summary":"1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","content":"<html><body><div>\n<p>1月27日，<span>半导体</span>设计公司<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于<span>人工智能</span>基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>新思科技CEO预计存储器芯片短缺将持续到2027年</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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新思科技CEO预计存储器芯片短缺将持续到2027年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-27 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2026/01/27103055329772.shtml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月27日，半导体设计公司新思科技CEO Sassine Ghazi表示，存储器芯片价格上涨及短缺将持续到2027年。顶级制造商的大部分内存均直接用于人工智能基础设施，但许多其他产品亦需要内存，因此该等其他市场目前都面临内存短缺，因没有剩余的容量供其使用。Ghazi称，虽然芯片公司正致力于扩大生产规模，但至少需要两年才能实现，亦是产能紧张将持续下去的原因之一。\n\n美股频道更多独家策划、专家专栏，...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/01/27103055329772.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0444971666.USD":"天利全球科技基金","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" 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