龙腾虎乐的个人主页 - 老虎社区

龙腾虎乐

龙腾虎乐

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IP属地：北京

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2025-05-12

$维珍银河(SPCE)$ 走起[财迷] [财迷]

2024-03-04

$美国超微公司(AMD)$ 真牛🐮

2024-09-20

2022-11-30

$纳斯达克(.IXIC)$ 今天有可能暴跌[愤怒] 各种消息综合评估暴跌即将开始，闪了

2024-12-27

$Oklo Inc.(OKLO)$ 如此神经病的股票[惊讶] [惊讶]

01:45

$英伟达(NVDA)$ 早就预判会破160的[捂脸] [捂脸]

2025-02-07

$纳斯达克(.IXIC)$ 典型的上涨乏力[捂脸] [捂脸] [捂脸] 大盘暴跌一下更为健康[开心] [开心] [开心]

2021-05-26

这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666]

抱歉，原内容已删除

2022-10-14

自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]

抱歉，原内容已删除

2021-09-24

$新东方(EDU)$被逼无奈的业务转型裁员属于很正常的操作行为

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OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来","url":"https://stock-news.laohu8.com/highlight/detail?id=2614852606","media":"智通财经","summary":"智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。OpenAI还将在未来八年内额外向亚马逊云计算服务投入1000亿美元，这意味着去年的一份协议得到大幅升级。","content":"<html><body><p>智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰”密切关联，全球投资者近年来围绕“人工智能投资主题”的愈发狂热AI信仰扮演了牛市行情最核心同时也是最强大的看涨驱动力。</p><p>OpenAI周五表示，美国电商与云计算领军者<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)在本轮融资中投资了500亿美元，这是这家电商与云计算巨头迄今对任何公司投入金额最大的一笔投资。该公司还表示，<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>以及“AI芯片超级霸主”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)各自投资了300亿美元。</p><p>值得注意的是。该公司新的7300亿美元估值不包括此次募集的资金。融资完成后，其估值现已达到约8400亿美元。</p><p>OpenAI敲定1100亿美元融资以及高达7300亿美元融资前估值，并且亚马逊、软银与英伟达集体斥巨资支持OpenAI的人工智能雄心壮志;同时，市场仍然在积极围绕AI“大规模烧钱换算力”的AI算力投资主题展开交易。</p><p><strong>互联网泡沫时代的循环交易模式再起？</strong></p><p>OpenAI及其最强大竞争对手——近期令全球软件股估值遭遇重创的Anthropic PBC今年都加快了融资步伐，以支持其在最顶级AI人才、AI芯片等算力基础设施和AI数据中心大规模建设进程方面的高成本押注，从而支撑其人工智能应用的快速发展进程。这两家AI初创公司还开始越来越大规模地接触一批重叠的风险投资基金和大型科技投资机构们。</p><p>比如，来自亚马逊的大额投资——亚马逊长期以来一直是Anthropic的强力支持者，也进一步加深了其与OpenAI的关系。根据协议的一部分，OpenAI将使用亚马逊自研AI ASIC算力基础设施系列产品线Trainium，并与亚马逊联合为该巨头自身人工智能工程团队开发定制化的AI大模型。OpenAI还将在未来八年内额外向亚马逊云计算服务(即AWS)投入1000亿美元，这意味着去年的一份协议得到大幅升级。此前在去年11月，两家公司曾宣布一项重要协议，根据该协议，这家模型开发商将在七年内使用约380亿美元的AWS服务。</p><p>OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)周五在接受媒体采访时表示：“亚马逊能够在新增需求和市场机会方面为我们带来很多东西。”亚马逊首席执行官安迪·贾西(Andy Jassy)则表示，这项大规模交易“将在很长一段时间内为亚马逊带来良好收益与回报”。</p><p>另一美国科技巨头<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)长期以来是OpenAI最大规模的云计算、AI算力基础设施以及投资资金支持者之一，也曾是其独家云端AI算力基础设施合作伙伴。微软表示，其与这家开发商的关系依然稳固。两家公司周五在一份联合声明中表示：“今天的这些声明丝毫不会改变微软与OpenAI长期合作关系的条款。”</p><p>Anthropic本月早些时候在一轮融资中筹集了约300亿美元，投资者包括英伟达和微软。该轮融资意味着市场对于Anthropic的估值达到3800亿美元，其中包含此次募集的大规模资金。</p><p><strong><span>AI信仰 VS AI泡沫</span></strong></p><p>这些融资承诺标志着领先AI初创公司与芯片及云计算供应商之间“循环融资交易”的最新案例。此类合作关系旨在确保全球范围的这些最顶尖AI开发者们能够满足其无比庞大的AI算力基础设施需求，但风险在于，如果实际的AI算力需求未能达到当前的极高预期，这类交易可能会放大损失并且导致“AI泡沫”彻底破灭，进而引发全球股票市场暴跌。</p><p>奥尔特曼在接受媒体最新采访时淡化了此类安排的风险。奥尔特曼表示：“我理解这种担忧从何而来。只有当新的营收源源不断流入整个AI生态系统时，这件事才有意义。”他强调，他的大部分精力都放在努力获取更大规模AI算力基础设施，以满足ChatGPT及OpenAI其他AI应用产品的天量级别需求。</p><p>对于近年来屡创历史新高且踏入新一轮长期牛市轨迹的美股市场以及MSCI全球股市基准股票指数而言，全球投资者们近年来始终围绕“人工智能投资主题”的愈发狂热“AI信仰”扮演了牛市行情最核心同时也是最强大的看涨驱动力，可以说只要这股“AI信仰”浪潮继续火热且持续席卷全球股票市场，美股乃至全球股市牛市将继续上演无比强劲的牛市狂热曲线。</p><p><a href=\"https://laohu8.com/S/161125\">标普500</a>指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如<a href=\"https://laohu8.com/S/MU\">美光</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>与<a href=\"https://laohu8.com/S/AVGO\">博通</a>等)、存储产品三巨头(<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>与希捷)以及电力系统供应商们(比如<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy)所强劲推动。</p><p>美国银行近日发布的研报显示，全球AI军备竞赛仍处于“早期到中期阶段”;全球最大规模资产管理巨头之一的先锋领航近日在一份研究报告中指出，人工智能投资周期可能仅完成了最终峰值的30%-40%，然而，该资管巨头表示，大型科技股回调的风险确实正在增加。</p><p>在华尔街巨头<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。</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\" 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>再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\n再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 22:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1408515.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，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408515.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":{"LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP 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SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1408515.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614852606","content_text":"智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰”密切关联，全球投资者近年来围绕“人工智能投资主题”的愈发狂热AI信仰扮演了牛市行情最核心同时也是最强大的看涨驱动力。OpenAI周五表示，美国电商与云计算领军者亚马逊(AMZN.US)在本轮融资中投资了500亿美元，这是这家电商与云计算巨头迄今对任何公司投入金额最大的一笔投资。该公司还表示，软银集团以及“AI芯片超级霸主”英伟达(NVDA.US)各自投资了300亿美元。值得注意的是。该公司新的7300亿美元估值不包括此次募集的资金。融资完成后，其估值现已达到约8400亿美元。OpenAI敲定1100亿美元融资以及高达7300亿美元融资前估值，并且亚马逊、软银与英伟达集体斥巨资支持OpenAI的人工智能雄心壮志;同时，市场仍然在积极围绕AI“大规模烧钱换算力”的AI算力投资主题展开交易。互联网泡沫时代的循环交易模式再起？OpenAI及其最强大竞争对手——近期令全球软件股估值遭遇重创的Anthropic PBC今年都加快了融资步伐，以支持其在最顶级AI人才、AI芯片等算力基础设施和AI数据中心大规模建设进程方面的高成本押注，从而支撑其人工智能应用的快速发展进程。这两家AI初创公司还开始越来越大规模地接触一批重叠的风险投资基金和大型科技投资机构们。比如，来自亚马逊的大额投资——亚马逊长期以来一直是Anthropic的强力支持者，也进一步加深了其与OpenAI的关系。根据协议的一部分，OpenAI将使用亚马逊自研AI ASIC算力基础设施系列产品线Trainium，并与亚马逊联合为该巨头自身人工智能工程团队开发定制化的AI大模型。OpenAI还将在未来八年内额外向亚马逊云计算服务(即AWS)投入1000亿美元，这意味着去年的一份协议得到大幅升级。此前在去年11月，两家公司曾宣布一项重要协议，根据该协议，这家模型开发商将在七年内使用约380亿美元的AWS服务。OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)周五在接受媒体采访时表示：“亚马逊能够在新增需求和市场机会方面为我们带来很多东西。”亚马逊首席执行官安迪·贾西(Andy Jassy)则表示，这项大规模交易“将在很长一段时间内为亚马逊带来良好收益与回报”。另一美国科技巨头微软(MSFT.US)长期以来是OpenAI最大规模的云计算、AI算力基础设施以及投资资金支持者之一，也曾是其独家云端AI算力基础设施合作伙伴。微软表示，其与这家开发商的关系依然稳固。两家公司周五在一份联合声明中表示：“今天的这些声明丝毫不会改变微软与OpenAI长期合作关系的条款。”Anthropic本月早些时候在一轮融资中筹集了约300亿美元，投资者包括英伟达和微软。该轮融资意味着市场对于Anthropic的估值达到3800亿美元，其中包含此次募集的大规模资金。AI信仰 VS AI泡沫这些融资承诺标志着领先AI初创公司与芯片及云计算供应商之间“循环融资交易”的最新案例。此类合作关系旨在确保全球范围的这些最顶尖AI开发者们能够满足其无比庞大的AI算力基础设施需求，但风险在于，如果实际的AI算力需求未能达到当前的极高预期，这类交易可能会放大损失并且导致“AI泡沫”彻底破灭，进而引发全球股票市场暴跌。奥尔特曼在接受媒体最新采访时淡化了此类安排的风险。奥尔特曼表示：“我理解这种担忧从何而来。只有当新的营收源源不断流入整个AI生态系统时，这件事才有意义。”他强调，他的大部分精力都放在努力获取更大规模AI算力基础设施，以满足ChatGPT及OpenAI其他AI应用产品的天量级别需求。对于近年来屡创历史新高且踏入新一轮长期牛市轨迹的美股市场以及MSCI全球股市基准股票指数而言，全球投资者们近年来始终围绕“人工智能投资主题”的愈发狂热“AI信仰”扮演了牛市行情最核心同时也是最强大的看涨驱动力，可以说只要这股“AI信仰”浪潮继续火热且持续席卷全球股票市场，美股乃至全球股市牛市将继续上演无比强劲的牛市狂热曲线。标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与博通等)、存储产品三巨头(闪迪、西部数据与希捷)以及电力系统供应商们(比如Constellation Energy)所强劲推动。美国银行近日发布的研报显示，全球AI军备竞赛仍处于“早期到中期阶段”;全球最大规模资产管理巨头之一的先锋领航近日在一份研究报告中指出，人工智能投资周期可能仅完成了最终峰值的30%-40%，然而，该资管巨头表示，大型科技股回调的风险确实正在增加。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"AIYY":0.6,"MSFW":0.6,"NVD3.UK":0.6,"MSFU":0.6,"NVDS.UK":0.6,"NVII":0.6,"AZYY":0.6,"SNVD.UK":0.6,"MSFY":0.6,"NVDU":0.6,"NVDA":1.87,"2NVD.UK":0.6,"NVD":0.6,"NVDQ":0.6,"NVD2.UK":0.6,"NVDS":0.6,"NVIW.SI":0.6,"MSFL":0.6,"MSFO":0.6,"NVDX":0.6,"ANV":0.6,"AMZU":0.6,"MSFX":0.6,"AMZN":1.91,"USAW.SI":0.6,"AMZZ":0.6,"AMZY":0.6,"NVDB":0.6,"AMZW":0.6,"NVDW":0.6,"AMZD":0.6,"DIPS":0.6,"MSFD":0.6,"NVDG":0.6,"NVDD":0.6,"NVDY":0.6,"AMZP":0.6}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537338389124472,"gmtCreate":1772207019642,"gmtModify":1772207022497,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"OpenAI玩儿不好就砸个大锅","listText":"OpenAI玩儿不好就砸个大锅","text":"OpenAI玩儿不好就砸个大锅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537338389124472","repostId":"1105770359","repostType":2,"repost":{"id":"1105770359","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":1772206157,"share":"https://www.laohu8.com/m/news/1105770359?lang=zh_CN&edition=full","pubTime":"2026-02-27 23:29","market":"us","language":"zh","title":"亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级","url":"https://stock-news.laohu8.com/highlight/detail?id=1105770359","media":"老虎资讯综合","summary":"要点概览OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。OpenAI表示，后续预计还会有更多投资者加入。此次融资也进一步巩固了亚马逊与OpenAI的关系。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>要点概览</strong></p><ul style=\"\"><li><p>OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。</p></li><li><p>OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。</p></li><li><p>面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。</p></li></ul><p style=\"text-align: start;\">人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。</p><p style=\"text-align: start;\">日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。</p><p>截至发稿，亚马逊已转涨，英伟达跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/086c5716d19c123f5398b00dfaea442a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。</p><p style=\"text-align: start;\">当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。</p><p style=\"text-align: start;\">据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。</p><p style=\"text-align: start;\">OpenAI在一份声明中表示：&#34;我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。&#34;</p><p style=\"text-align: start;\">OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。</p><p style=\"text-align: start;\">此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。</p><p style=\"text-align: start;\">根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足&#34;特定条件&#34;后陆续投入。</p><p style=\"text-align: start;\">OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系&#34;保持不变&#34;。声明称：&#34;类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。&#34;</p><p style=\"text-align: start;\">聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。</p><p style=\"text-align: start;\">在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。</p><p style=\"text-align: start;\">据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。</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>亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级</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\">\n亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级\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\">2026-02-27 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>要点概览</strong></p><ul style=\"\"><li><p>OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。</p></li><li><p>OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。</p></li><li><p>面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。</p></li></ul><p style=\"text-align: start;\">人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。</p><p style=\"text-align: start;\">日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。</p><p>截至发稿，亚马逊已转涨，英伟达跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/086c5716d19c123f5398b00dfaea442a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。</p><p style=\"text-align: start;\">当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。</p><p style=\"text-align: start;\">据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。</p><p style=\"text-align: start;\">OpenAI在一份声明中表示：&#34;我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。&#34;</p><p style=\"text-align: start;\">OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。</p><p style=\"text-align: start;\">此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。</p><p style=\"text-align: start;\">根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足&#34;特定条件&#34;后陆续投入。</p><p style=\"text-align: start;\">OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系&#34;保持不变&#34;。声明称：&#34;类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。&#34;</p><p style=\"text-align: start;\">聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。</p><p style=\"text-align: start;\">在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。</p><p style=\"text-align: start;\">据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7695e7bbff9a6d4a8148f86f04942423","relate_stocks":{"SFTBY":"软银集团","AMZN":"亚马逊","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105770359","content_text":"要点概览OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。截至发稿，亚马逊已转涨，英伟达跌幅收窄。此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。OpenAI在一份声明中表示：\"我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。\"OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足\"特定条件\"后陆续投入。OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系\"保持不变\"。声明称：\"类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。\"聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta 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[捂脸]&nbsp;&nbsp;","listText":"被沃什wash了一把[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"被沃什wash了一把[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527663657797104","repostId":"2607262680","repostType":4,"repost":{"id":"2607262680","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1769801902,"share":"https://www.laohu8.com/m/news/2607262680?lang=zh_CN&edition=full","pubTime":"2026-01-31 03:38","market":"sh","language":"zh","title":"沃什提名引爆金银“血洗”！盘中白银创纪录跌超35%、黄金跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607262680","media":"华尔街见闻","summary":"黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席候选人更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。","content":"<html><head></head><body><blockquote><p>黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席人选更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。</p></blockquote><p style=\"text-align: justify;\">美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。</p><p style=\"text-align: justify;\">周四还齐创盘中历史新高的金银大跳水。黄金在周五亚市早盘传出特朗普将提名沃什任美联储主席的消息后即转跌，欧股盘中已跌破5000美元/盎司关口，美股午盘跌幅扩大，现货黄金日内跌幅曾接近13%、为上世纪80年代初以来四十多年盘中跌幅之最，跌幅超过了2008年金融危机时。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98d50c6b55529551971b3c34e4f29683\" tg-width=\"1068\" tg-height=\"701\"/></p><p style=\"text-align: justify;\">周四史上首次涨破120美元的白银周五欧股盘中跌破100美元，美股盘中曾跌至80美元下方。现货白银盘中一度暴跌超35%，创有纪录以来最大跌幅。这场“血洗”波及整个金属市场，周四也创最高纪录的伦铜一度回落近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/527b82035f1df26969b1022f0b7ff4f8\" tg-width=\"1013\" tg-height=\"672\"/></p><p style=\"text-align: justify;\">市场将此次暴跌归因于投资者对美联储政策预期的急剧转变。沃什长期以鹰派立场著称，尽管近期公开支持降息以迎合特朗普，市场仍认为其不太可能激进降息。德国商业银行分析师Thu Lan Nguyen表示：“市场认为沃什比哈塞特等其他人选更为鹰派。”这一预期推动美元反弹，令以美元计价的大宗商品对全球买家吸引力下降。</p><p style=\"text-align: justify;\">沃什的提名还缓解了市场对美联储独立性丧失的担忧。此前投资者涌入贵金属避险，部分源于对货币贬值和美联储独立性的担忧。ING外汇策略师Francesco Pesole称，沃什的选择&#34;对美元是好消息，可以消除一些对更鸽派人选的担忧&#34;。</p><p style=\"text-align: justify;\">这场暴跌也暴露了贵金属市场的极度脆弱性。在近来金银价格连续飙升后，拥挤的多头头寸、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态。Pepperstone高级研究策略师Michael Brown表示：“市场已经非常泡沫化了，只需要一点触发因素就能引发这样的走势。”</p><h2 id=\"64e7716c\">金银遭遇历史性暴跌</h2><p style=\"text-align: justify;\">周五美股午盘时段，贵金属市场上演惊心动魄的跳水行情。纽约期银主力合约从周四创出的121.785美元历史高位暴跌至75.44美元，跌幅达34%。现货白银跌破74.60美元，日内跌幅达35.5%，创有纪录以来最大盘中跌幅。</p><p style=\"text-align: justify;\">黄金同样遭遇重创。周四盘中涨至5586.2美元这一历史高位的纽约黄金期货周五美股午盘曾跌至4714.5美元，日内跌近12%。现货黄金在美股午盘逼近4670美元，日内跌超12.7%。</p><p style=\"text-align: justify;\">到美股午盘时段期金收盘，COMEX 2月黄金期货收跌11.37%，报4713.9美元/盎司，创1980年1月22日以来最大单日跌幅。COMEX 2月期银收跌31.35%，报78.29美元/盎司，创1980年3月27日以来最大收盘跌幅。</p><p style=\"text-align: justify;\">工业金属也未能幸免。周四曾涨破1.452万美元创历史新高、涨幅达11%的伦铜周五盘中曾跌破1.285万美元，日内跌近5.7%，收盘跌约3.4%，报13,158美元/吨。到收盘，伦锡跌约5.7%，伦铝和伦镍跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeb893d0cc4f7ad861b15008891f3a5a\" tg-width=\"1075\" tg-height=\"680\"/></p><h2 id=\"414a85f8\">美联储主席提名偏鹰</h2><p style=\"text-align: justify;\">市场抛售的导火索是沃什被提名的消息。周五亚市早盘传出特朗普将提名沃什任美联储主席的报道，此前连续九个交易日创盘中历史新高的黄金即刻转跌。周五美股盘前，特朗普在旗下社交媒体发文正式宣布提名，自称与沃什相识已久，毫不怀疑他将跻身伟大的美联储主席之列，甚至可能是最优秀的一位。</p><p style=\"text-align: justify;\">沃什此前长期以鹰派立场闻名，去年改变论调，响应特朗普的大幅降息呼声，这被视为他获得提名的关键。华尔街投资者和策略师表示，特朗普选择沃什领导美联储是一个相对鹰派的选择，他可能会抵制资产负债表扩张，这将支撑美元并使美国国债收益率曲线更陡峭。</p><p style=\"text-align: justify;\">Panmure Liberum分析师Tom Price表示：</p><blockquote><p style=\"text-align: justify;\">“市场认为凯文·沃什是理性的，他不会积极推动降息。那些目标各异的普通投资者——例如保护资本——正在获利了结。”</p></blockquote><p style=\"text-align: justify;\">沃什的提名推动了美元大反弹，周五创去年7月以来半年最佳单日表现。追踪美元兑一篮子货币的美元指数周五美股午盘时涨破97.00，日内曾涨近0.9%。更强劲的美元使以美元计价的大宗商品对许多全球买家的吸引力下降，并打击了贵金属可能取代美元成为全球储备货币的理论。</p><h2 id=\"5b4ff6d2\">市场拥挤引发“踩踏”</h2><p style=\"text-align: justify;\">虽然沃什提名成为抛售导火索，但分析师普遍认为技术性因素放大了跌幅。媒体认为，飙升的价格和波动性已令交易商的风险模型和资产负债表承压。高盛研报指出，创纪录的看涨期权购买浪潮“机械性地强化了向上的价格动能”，因为期权卖方通过买入更多期货来对冲其敞口。</p><p style=\"text-align: justify;\">黄金的下跌可能被所谓的“伽马挤压”加速。这是指期权交易商在价格上涨时需要买入更多期货以保持投资组合平衡，而在价格下跌时则需要卖出。对于SPDR黄金ETF而言，周五到期的大量头寸集中在465美元和455美元，而Comex上3月和4月的大量期权头寸集中在5300美元、5200美元和5100美元。</p><p style=\"text-align: justify;\">Miller Tabak股票策略师Matt Maley表示：“这太疯狂了。这其中大部分可能是‘强制卖出’。白银最近一直是日内交易者和其他短线交易者最热门的资产，因此白银积累了一些杠杆。随着今天的大幅下跌，追加保证金通知发出了。”</p><p style=\"text-align: justify;\">Pepperstone的Michael Brown指出，“一段时间以来，金属市场的状况已经非常泡沫化，而本周早些时候出现的迹象表明情况正变得彻底失序”。他表示，黄金和白银市场的头寸“显然在多头一侧极度拥挤，而波动性已增加到坦白说荒谬的水平”。在交易量如此之高、“杠杆多头”如此紧张的市场中，“不需要太多就能触发”周五这样的走势。</p><p style=\"text-align: justify;\">Brown表示：“简单地说，每个人都在同时冲向出口，迫使价格走低，这反过来又引发进一步的强制卖出”，这提醒人们“动能是双向的”。</p><p style=\"text-align: justify;\">Overseas-Chinese Banking Corp.策略师Christopher Wong称，黄金的走势“验证了涨得快、跌得快的警示”。虽然沃什提名的报道是触发因素，但他表示回调早就应该发生，&#34;这就像市场一直在等待的那些借口之一，以平仓那些抛物线式的走势&#34;。</p><h2 id=\"50b85992\">技术指标早已发出警告</h2><p style=\"text-align: justify;\">在暴跌之前，多个技术指标已发出预警信号。相对强弱指数(RSI)近几周显示，金银可能已超买并面临回调。黄金的RSI最近触及90，是几十年来该贵金属的最高水平。</p><p style=\"text-align: justify;\">Heraeus Precious Metals交易主管Dominik Sperzel表示，波动性非常极端，5000美元和100美元这两个心理阻力位周五被多次突破，“不过我们需要为过山车的继续做好准备。”</p><p style=\"text-align: justify;\">尽管周五大跳水，金银1月仍录得可观涨幅。以即月合约收盘价计算，纽约期金1月涨约9%，期银涨超10%。</p><p style=\"text-align: justify;\">COMEX 2月黄金期货1月累涨8.98%，创2025年9月以来最大月涨幅，连涨六个月，为2024年10月以来最长连涨月。COMEX 2月白银期货1月累涨11.63%，连涨九个月、创最长月度连涨，九个月内累涨140.66%，为2011年4月以来最大的九个月涨幅。</p><p style=\"text-align: justify;\">德国商业银行分析师在周五报告中写道，回调的程度“表明市场参与者只是在等待一个在价格快速上涨后获利了结的机会”。该行的大宗商品研究主管Thu Lan Nguyen指出，</p><blockquote><p style=\"text-align: justify;\">尽管“市场认为沃什比哈塞特等其他候选人更为鹰派”，“我们仍然认为，美联储很有可能一定程度上屈服于压力，降息幅度将超过市场目前的预期”。</p></blockquote><h2 id=\"c026fc91\">矿业股随之重挫</h2><p style=\"text-align: justify;\">贵金属暴跌拖累主要矿业公司股价。周五盘中，美国上市的金矿巨头Newmont（NEM）、Barrick Mining（B）和Agnico Eagle Mines（AEM）均跌超10%，Coeur Mining（CDE）曾跌近19%。</p><p style=\"text-align: justify;\">白银ETF遭到更大打击。盘中ProShares Ultra Silver（AGQ）曾跌超60%，iShares Silver Trust ETF（SLV）曾跌超30%，两只基金均创下历史最差单日表现。黄金ETF同样承压。</p><p style=\"text-align: justify;\">虽然矿业股周五惨跌，但部分分析师认为回调对市场健康有利。Amplify ETFs产品开发副总裁Nate Miller表示，白银受益于避险和价值储存需求、工业需求以及全球供应短缺，在如此急剧上涨后的一些整固&#34;是健康的，符合大宗商品市场在价格快速升值后的典型表现&#34;。</p><p style=\"text-align: justify;\">Zaner Metals副总裁兼高级金属策略师Peter Grant表示，虽然反弹确实走得太快太远，但现在买入金属还为时不晚。他称跌破100美元是“机会”，特别是在20日移动平均线约93美元附近。不过，“你必须能够承受波动性，这可能会持续保持在高位”。</p><p style=\"text-align: justify;\">彭博宏观策略师Simon White指出：</p><blockquote><p style=\"text-align: justify;\">“白银/黄金（价格）比的攀升幅度几乎与1970年代末一样大，今天的戏剧性走势表明这可能标志着一个拒绝点。不过，单独来看黄金和白银到目前为止从未完全匹配1979年的涨势。白银相对黄金是否标志着贵金属历史性涨势的结束，现在下结论还为时过早。价格现在正成为主要驱动因素，基本面暂时将退居次席。”</p></blockquote></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>沃什提名引爆金银“血洗”！盘中白银创纪录跌超35%、黄金跌超10%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\n沃什提名引爆金银“血洗”！盘中白银创纪录跌超35%、黄金跌超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-31 03:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764625><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席人选更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。周四还齐创盘中历史新高的金银大跳水...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764625\">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/e59b88731b8c06f5f2f331abdc0376b0","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3764625","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607262680","content_text":"黄金盘中跌幅为四十多年之最、超过2008年金融危机时。市场认为沃什比哈塞特等其他美联储主席人选更为鹰派。在近来金银价格连续飙升后，拥挤的多头、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态，只要一点触发因素就能引发周五这样的“血洗”。美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。周四还齐创盘中历史新高的金银大跳水。黄金在周五亚市早盘传出特朗普将提名沃什任美联储主席的消息后即转跌，欧股盘中已跌破5000美元/盎司关口，美股午盘跌幅扩大，现货黄金日内跌幅曾接近13%、为上世纪80年代初以来四十多年盘中跌幅之最，跌幅超过了2008年金融危机时。周四史上首次涨破120美元的白银周五欧股盘中跌破100美元，美股盘中曾跌至80美元下方。现货白银盘中一度暴跌超35%，创有纪录以来最大跌幅。这场“血洗”波及整个金属市场，周四也创最高纪录的伦铜一度回落近6%。市场将此次暴跌归因于投资者对美联储政策预期的急剧转变。沃什长期以鹰派立场著称，尽管近期公开支持降息以迎合特朗普，市场仍认为其不太可能激进降息。德国商业银行分析师Thu Lan Nguyen表示：“市场认为沃什比哈塞特等其他人选更为鹰派。”这一预期推动美元反弹，令以美元计价的大宗商品对全球买家吸引力下降。沃什的提名还缓解了市场对美联储独立性丧失的担忧。此前投资者涌入贵金属避险，部分源于对货币贬值和美联储独立性的担忧。ING外汇策略师Francesco Pesole称，沃什的选择\"对美元是好消息，可以消除一些对更鸽派人选的担忧\"。这场暴跌也暴露了贵金属市场的极度脆弱性。在近来金银价格连续飙升后，拥挤的多头头寸、创纪录的看涨期权购买量以及极端的杠杆水平，令市场处于随时可能触发“伽马挤压”的状态。Pepperstone高级研究策略师Michael Brown表示：“市场已经非常泡沫化了，只需要一点触发因素就能引发这样的走势。”金银遭遇历史性暴跌周五美股午盘时段，贵金属市场上演惊心动魄的跳水行情。纽约期银主力合约从周四创出的121.785美元历史高位暴跌至75.44美元，跌幅达34%。现货白银跌破74.60美元，日内跌幅达35.5%，创有纪录以来最大盘中跌幅。黄金同样遭遇重创。周四盘中涨至5586.2美元这一历史高位的纽约黄金期货周五美股午盘曾跌至4714.5美元，日内跌近12%。现货黄金在美股午盘逼近4670美元，日内跌超12.7%。到美股午盘时段期金收盘，COMEX 2月黄金期货收跌11.37%，报4713.9美元/盎司，创1980年1月22日以来最大单日跌幅。COMEX 2月期银收跌31.35%，报78.29美元/盎司，创1980年3月27日以来最大收盘跌幅。工业金属也未能幸免。周四曾涨破1.452万美元创历史新高、涨幅达11%的伦铜周五盘中曾跌破1.285万美元，日内跌近5.7%，收盘跌约3.4%，报13,158美元/吨。到收盘，伦锡跌约5.7%，伦铝和伦镍跌超2%。美联储主席提名偏鹰市场抛售的导火索是沃什被提名的消息。周五亚市早盘传出特朗普将提名沃什任美联储主席的报道，此前连续九个交易日创盘中历史新高的黄金即刻转跌。周五美股盘前，特朗普在旗下社交媒体发文正式宣布提名，自称与沃什相识已久，毫不怀疑他将跻身伟大的美联储主席之列，甚至可能是最优秀的一位。沃什此前长期以鹰派立场闻名，去年改变论调，响应特朗普的大幅降息呼声，这被视为他获得提名的关键。华尔街投资者和策略师表示，特朗普选择沃什领导美联储是一个相对鹰派的选择，他可能会抵制资产负债表扩张，这将支撑美元并使美国国债收益率曲线更陡峭。Panmure Liberum分析师Tom Price表示：“市场认为凯文·沃什是理性的，他不会积极推动降息。那些目标各异的普通投资者——例如保护资本——正在获利了结。”沃什的提名推动了美元大反弹，周五创去年7月以来半年最佳单日表现。追踪美元兑一篮子货币的美元指数周五美股午盘时涨破97.00，日内曾涨近0.9%。更强劲的美元使以美元计价的大宗商品对许多全球买家的吸引力下降，并打击了贵金属可能取代美元成为全球储备货币的理论。市场拥挤引发“踩踏”虽然沃什提名成为抛售导火索，但分析师普遍认为技术性因素放大了跌幅。媒体认为，飙升的价格和波动性已令交易商的风险模型和资产负债表承压。高盛研报指出，创纪录的看涨期权购买浪潮“机械性地强化了向上的价格动能”，因为期权卖方通过买入更多期货来对冲其敞口。黄金的下跌可能被所谓的“伽马挤压”加速。这是指期权交易商在价格上涨时需要买入更多期货以保持投资组合平衡，而在价格下跌时则需要卖出。对于SPDR黄金ETF而言，周五到期的大量头寸集中在465美元和455美元，而Comex上3月和4月的大量期权头寸集中在5300美元、5200美元和5100美元。Miller Tabak股票策略师Matt Maley表示：“这太疯狂了。这其中大部分可能是‘强制卖出’。白银最近一直是日内交易者和其他短线交易者最热门的资产，因此白银积累了一些杠杆。随着今天的大幅下跌，追加保证金通知发出了。”Pepperstone的Michael Brown指出，“一段时间以来，金属市场的状况已经非常泡沫化，而本周早些时候出现的迹象表明情况正变得彻底失序”。他表示，黄金和白银市场的头寸“显然在多头一侧极度拥挤，而波动性已增加到坦白说荒谬的水平”。在交易量如此之高、“杠杆多头”如此紧张的市场中，“不需要太多就能触发”周五这样的走势。Brown表示：“简单地说，每个人都在同时冲向出口，迫使价格走低，这反过来又引发进一步的强制卖出”，这提醒人们“动能是双向的”。Overseas-Chinese Banking Corp.策略师Christopher Wong称，黄金的走势“验证了涨得快、跌得快的警示”。虽然沃什提名的报道是触发因素，但他表示回调早就应该发生，\"这就像市场一直在等待的那些借口之一，以平仓那些抛物线式的走势\"。技术指标早已发出警告在暴跌之前，多个技术指标已发出预警信号。相对强弱指数(RSI)近几周显示，金银可能已超买并面临回调。黄金的RSI最近触及90，是几十年来该贵金属的最高水平。Heraeus Precious Metals交易主管Dominik Sperzel表示，波动性非常极端，5000美元和100美元这两个心理阻力位周五被多次突破，“不过我们需要为过山车的继续做好准备。”尽管周五大跳水，金银1月仍录得可观涨幅。以即月合约收盘价计算，纽约期金1月涨约9%，期银涨超10%。COMEX 2月黄金期货1月累涨8.98%，创2025年9月以来最大月涨幅，连涨六个月，为2024年10月以来最长连涨月。COMEX 2月白银期货1月累涨11.63%，连涨九个月、创最长月度连涨，九个月内累涨140.66%，为2011年4月以来最大的九个月涨幅。德国商业银行分析师在周五报告中写道，回调的程度“表明市场参与者只是在等待一个在价格快速上涨后获利了结的机会”。该行的大宗商品研究主管Thu Lan Nguyen指出，尽管“市场认为沃什比哈塞特等其他候选人更为鹰派”，“我们仍然认为，美联储很有可能一定程度上屈服于压力，降息幅度将超过市场目前的预期”。矿业股随之重挫贵金属暴跌拖累主要矿业公司股价。周五盘中，美国上市的金矿巨头Newmont（NEM）、Barrick Mining（B）和Agnico Eagle Mines（AEM）均跌超10%，Coeur Mining（CDE）曾跌近19%。白银ETF遭到更大打击。盘中ProShares Ultra Silver（AGQ）曾跌超60%，iShares Silver Trust ETF（SLV）曾跌超30%，两只基金均创下历史最差单日表现。黄金ETF同样承压。虽然矿业股周五惨跌，但部分分析师认为回调对市场健康有利。Amplify ETFs产品开发副总裁Nate Miller表示，白银受益于避险和价值储存需求、工业需求以及全球供应短缺，在如此急剧上涨后的一些整固\"是健康的，符合大宗商品市场在价格快速升值后的典型表现\"。Zaner Metals副总裁兼高级金属策略师Peter Grant表示，虽然反弹确实走得太快太远，但现在买入金属还为时不晚。他称跌破100美元是“机会”，特别是在20日移动平均线约93美元附近。不过，“你必须能够承受波动性，这可能会持续保持在高位”。彭博宏观策略师Simon White指出：“白银/黄金（价格）比的攀升幅度几乎与1970年代末一样大，今天的戏剧性走势表明这可能标志着一个拒绝点。不过，单独来看黄金和白银到目前为止从未完全匹配1979年的涨势。白银相对黄金是否标志着贵金属历史性涨势的结束，现在下结论还为时过早。价格现在正成为主要驱动因素，基本面暂时将退居次席。”","news_type":1,"symbols_score_info":{"SImain":2,"XAGUSD.FOREX":2,"SIL2603":2,"MGC2602":2,"XAUUSD.FOREX":2,"GCmain":2,"SILmain":2,"MGCmain":2}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524747106394552,"gmtCreate":1769087887078,"gmtModify":1769087889540,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"具体怎么报复[捂脸]&nbsp; [捂脸]&nbsp; 说说看[龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","listText":"具体怎么报复[捂脸]&nbsp; [捂脸]&nbsp; 说说看[龇牙]&nbsp; [龇牙]&nbsp;&nbsp;","text":"具体怎么报复[捂脸] [捂脸] 说说看[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524747106394552","repostId":"1161773970","repostType":4,"repost":{"id":"1161773970","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":1769087408,"share":"https://www.laohu8.com/m/news/1161773970?lang=zh_CN&edition=full","pubTime":"2026-01-22 21:10","market":"us","language":"zh","title":"特朗普：如果欧洲抛售美国债券等资产，将面临大规模报复","url":"https://stock-news.laohu8.com/highlight/detail?id=1161773970","media":"老虎资讯综合","summary":"1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。","content":"<html><head></head><body><p>1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。</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 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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\">2026-01-22 21:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b4851e57fd1eb2e864dfb47bf85d854d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161773970","content_text":"1月22日，美国总统特朗普表示，如果欧洲抛售美国债券等资产，将面临大规模报复。","news_type":1,"symbols_score_info":{"ZN2603":2}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"content":"三角洲部队准备 [贱笑]","text":"三角洲部队准备 [贱笑]","html":"三角洲部队准备 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524213125308784","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519051646518384,"gmtCreate":1767750849680,"gmtModify":1767750851617,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉像是强弩之末了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉像是强弩之末了[喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 感觉像是强弩之末了[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519051646518384","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518328121660112,"gmtCreate":1767520259654,"gmtModify":1767520262721,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]&nbsp;&nbsp;","listText":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]&nbsp;&nbsp;","text":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518328121660112","repostId":"2600304165","repostType":2,"repost":{"id":"2600304165","kind":"news","pubTimestamp":1767511320,"share":"https://www.laohu8.com/m/news/2600304165?lang=zh_CN&edition=full","pubTime":"2026-01-04 15:22","market":"us","language":"zh","title":"市值31万亿元，AI泡沫难撼英伟达？","url":"https://stock-news.laohu8.com/highlight/detail?id=2600304165","media":"Ofweek光电信息网","summary":"文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元。显示出市场对英伟达的芯片需求旺盛。值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。当然，仍然不能忽视AI泡沫的担忧。","content":"<html><body><article><p>文/杨剑勇</p><p>自<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。</p><p>然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。</p><p>这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。</p><p>英伟达在资本市场狂飙，市值从2023年5月突破1万亿美元，到2025年一度跃升至5万亿美元，缔造了资本市场的空前奇迹，且这种奇迹在商业史上从未有过，是全球第一家市值突破5万亿美元的公司。</p><p>英伟达市值的飙升，在于在大模型时代，AI算力需求的爆发式增长，驱动营收以惊人的速度增长，更是全球最赚钱的科技企业之一。</p><p>截止2025年10月26日的第三季度，英伟达营收570亿美元，相比上一年同期的350.8亿美元增加约220亿美元，同比增长62%；<span>净利润</span>更是高达319亿美元，同比增长65%。</p><p>显示出市场对英伟达的芯片需求旺盛。其中，Blackwell系列销售火爆，成为驱动其营收持续攀升的核心引擎。</p><p>整体来说，AI大模型浪潮席卷全球的背景下，科技巨头们为提升自身的AI大模型竞争力，掀起新一轮AI竞赛，全球大型云服务商对AI基础设施建设资本开支延续扩张趋势。</p><p>仅<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等巨头2025年人工智能方面的投入预计将达4000亿美元。另外，根据TrendForce预计，2026年云服务商仍将维持积极的投资节奏，合计资本支出将进一步推升至6000亿美元以上。</p><p>科技巨头们对AI基础设施建设，其中数以百亿美元竞相抢购英伟达高性能芯片，驱动营收持续快速增长，不仅成为全球最大芯片厂商，市值更是登顶全球榜首，也让赚的盆满钵满。</p><p>值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。甚至<a href=\"https://laohu8.com/S/META\">Meta</a>在与<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>洽谈，使用谷歌的TPU芯片，用于训练AI模型。</p><p>在定制芯片领域，最重要的玩家则是<a href=\"https://laohu8.com/S/AVGO\">博通</a>，客户主要包括谷歌、Meta和字节跳动等科技巨头，并透露一个新用户下达了100亿美元的新订单，外界普遍猜测是OpenAI。</p><p>由于定制化AI芯片市场的强劲增长势头，<a href=\"https://laohu8.com/S/600455\">博通</a>AI收入持续高速增长，陈福阳此前表示，定制AI芯片业务，有望在2027年带来600亿-900亿美元的收入，是英伟达最强劲的竞争对手。</p><p>在我国，因一直在封堵国内企业购买英伟达高性能芯片，从而使得我国芯片产业正在加速国产替代，旨在打破对高端芯片受制于人的局面。由此，<a href=\"https://laohu8.com/S/688795\">摩尔线程</a>、<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>、<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>等GPU厂商迎来黄金发展机遇，更是被视为中国版英伟达。</p><p>英伟达一家独大的AI芯片局面，有望得到改变。前有博通阻击，后有摩尔线程、沐曦股份等创新企业追赶。</p><p>不过，英伟达在GPU市场独领风骚，核心在于CUDA生态，形成了一套完整的开发工具链。对于本土GPU芯片厂商而言，仍需面对技术迭代、软硬生态、盈利及国际竞争等多重挑战。</p><p>最后，在大模型时代，全球半导体市场格局正在重塑，英伟达正在推动通用GPU计算向GPU加速计算转型。IDC预计，2025年全球半导体收入将达到8000亿美元。其中，半导体市场的计算部分将增长36%，达到3490亿美元。</p><p>英伟达无疑是这一波AI浪潮最大赢家，营收、净利润、市值等均实现了快速增长。当然，仍然不能忽视AI泡沫的担忧。</p><p>杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。</p></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>市值31万亿元，AI泡沫难撼英伟达？</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市值31万亿元，AI泡沫难撼英伟达？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&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":{"LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00BZ1G4Q59.USD":"LEGG 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00:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特朗普媒体科技集团（DJT）今日盘中大跌5.03%，市场反应强烈。</p><p>消息面上，该公司此前同意与核聚变开发商TAE Technologies合并，但该交易正面临监管机构的审查，引发了利益冲突的担忧。TAE的投资者包括Alphabet（GOOGL）等大型科技公司，进一步加剧了市场的不确定性。</p><p>此次合并案价值高达60亿美元，监管机构的审查可能导致交易延迟或受阻，从而影响特朗普媒体科技集团的未来发展计划。投资者对此反应敏感，导致股价大幅下跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129615568","content_text":"特朗普媒体科技集团（DJT）今日盘中大跌5.03%，市场反应强烈。消息面上，该公司此前同意与核聚变开发商TAE 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专注与通过细分市场取胜的策略：“与其为每一个3D图形应用制造3D图形芯片，我们决定只为一种应用制造3D图形芯片。我们孤注一掷在视频游戏上。”</p><p>• 在市场不理解时坚持投资(如CUDA)：“如果你相信那个未来而不去做，你会后悔一辈子。……如果它真的非常难做，那就值得做。”</p><p>• 企业的危机意识与生存心态：“‘离倒闭只有30天’这句话我用了33年。……那种脆弱感、不确定感、不安全感。它不会离开你。”</p><p>• 领导者的纠错能力与转型：“如果你把自己放在超能力的位置上，我们就很难转型策略，因为我们本该一直是对的。……如果你总是对的，你怎么可能转型？因为转型要求你是错的。”</p><p>• 应对不确定性的方法论(第一性原理)：“时刻从第一性原理推导事情，总是将事情分解为第一性原理，理解为什么会发生，不断重新评估。”</p><p><img src=\"https://img5.gelonghui.com/live/4f384-998a2494-be2e-4bb4-b16c-e94e725862a1.jpg?guru_height=903&amp;guru_width=1719&amp;guru_size=153142\"/></p></body></html>","source":"gelonghui_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>英伟达黄仁勋：也许两三年内，世界上90%的知识可能会由AI生成</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英伟达黄仁勋：也许两三年内，世界上90%的知识可能会由AI生成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-05 18:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/3331780><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，英伟达CEO黄仁勋做客美国第一播客乔·罗根(Joe Rogan)，访谈全文要点如下：• 宏观经济与增长的底层逻辑：“如果我们没有能源增长，我们就无法有工业增长。如果我们没有工业增长，我们就无法有就业增长。就这么简单。”• AI生成内容的未来趋势：“在未来，也许两三年内，世界上90%的知识可能会由AI生成。”• AI能源成本的通缩效应(反直觉观点)：“在10年的时间里，大多数人使用人工智能所需...</p>\n\n<a href=\"https://www.gelonghui.com/p/3331780\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/81e31-0567e094-4e04-423e-8d77-291c991fbd98.png?guru_height=200&guru_width=200&guru_size=80955","relate_stocks":{"LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","NVD":"2倍做空NVDA ETF-GraniteShares","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507279577362600","repostId":"2588073554","repostType":4,"repost":{"id":"2588073554","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1764808764,"share":"https://www.laohu8.com/m/news/2588073554?lang=zh_CN&edition=full","pubTime":"2025-12-04 08:39","market":"fut","language":"zh","title":"报道：黄仁勋游说成功，美国国会将否决AI芯片出口法案","url":"https://stock-news.laohu8.com/highlight/detail?id=2588073554","media":"华尔街见闻","summary":"英伟达的密集游说取得关键胜利，一项旨在限制其向部分海外市场销售AI芯片的《GAIN AI法案》，目前未被纳入美国年度国防法案。此举是黄仁勋亲赴华盛顿与白宫官员会面后出现的转折。他表示，该法案对美国的潜在危害巨大，国会的做法是“明智的”。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的强力游说取得关键成果，一项旨在限制其向部分海外市场销售先进AI芯片的《GAIN AI法案》，预计将不会被纳入美国年度国防法案。</p>\n<p>据媒体援引一位知情人士消息，<strong>《GAIN AI法案》的措施目前未被纳入将于周五公布的年度国防政策法案（NDAA）的最终文本中。该法案原计划要求英伟达和<a href=\"https://laohu8.com/S/AMD\">AMD</a>等芯片制造商，在向受限制国家出口其强大的AI芯片之前，必须优先满足美国客户的需求。</strong></p>\n<p>尽管该知情人士补充说情况仍有意外生变的可能性，但目前的进展对芯片行业而言无疑是一个积极信号。</p>\n<p>英伟达首席执行官黄仁勋随后将国会不将该法案纳入NDAA的决定形容为“明智的”，并表示《GAIN AI法案》对美国的潜在危害巨大。本周三，他曾亲赴华盛顿，与美国总统特朗普及多位关键议员会面。</p>\n<h2><strong>黄仁勋亲赴华盛顿斡旋</strong></h2>\n<p>黄仁勋的个人斡旋，被视为推动事态发展的关键一步。他于周三现身华盛顿，在国会与多名议员会面。在议长迈克·约翰逊的办公室外，黄仁勋告诉记者，他此行的目的是“回答有关AI的问题”。</p>\n<p>黄仁勋一直坚定地主张，允许美国公司服务全球市场最终对美国有利。他的观点显然在行政当局内部获得了共鸣。</p>\n<p>在国会做出初步决定后，黄仁勋公开表示，《GAIN AI法案》“对美国的危害甚至比《AI扩散规则》更大”。华尔街见闻提及，《AI扩散规则》政策由美国商务部于今年1月发布，它将英伟达等公司的芯片出口目的地分为三个大类国家进行监管，意图进一步限制AI芯片和技术的出口。</p>\n<h2><strong>激烈的游说战告一段落</strong></h2>\n<p>《GAIN AI法案》的搁置，为一场围绕AI技术出口管制的激烈游说战画上了句号。</p>\n<p>法案的支持者主要由对国家安全持强硬立场的议员和AI安全倡导人士构成，他们希望通过立法确保美国在国内的AI算力优势。</p>\n<p>而反对方法案的阵营则由英伟达和其他行业参与者组成，他们担心此类限制会扼杀全球竞争，并损害美国企业的市场地位。</p>\n<p>英伟达方面辩称，该法案并无必要性，因为公司不会以牺牲美国客户的供应为代价，同时限制性的贸易政策将阻碍创新。</p>\n<h2><strong>白宫或介入支持行业立场</strong></h2>\n<p>华尔街见闻写道，据媒体援引四位知情人士的报道，白宫在此次立法博弈中扮演了关键角色。报道称，白宫关键官员向国会山施压，要求议员们将《GAIN AI法案》排除在年度国防授权法案之外。</p>\n<p>据悉，此次行动由白宫“AI沙皇”David Sacks带头，并获得了白宫立法事务办公室的支持。他们直接致电众议院多数党领袖Steve Scalise等关键议员，明确表达了反对意见。</p>\n<p>知情人士称，在高层介入后，该限制性条款被纳入最终法案的可能性已降至“几乎为零”。这一干预凸显了行政当局内部对于在当前节点进一步收紧AI芯片出口政策的审慎态度。</p>\n<h2><strong>法案核心争议：优先满足美国客户与“受关注国家”</strong></h2>\n<p>引发争议的《GAIN AI法案》，其核心是重塑AI芯片的全球供应链分配逻辑，要求芯片公司在向“受关注国家”出口产品前，必须优先满足美国客户的订单。</p>\n<p>尽管该法案的修改版本曾获得<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等云服务巨头的积极回应，但对于英伟达这类硬件制造商而言，该法案构成了直接的监管风险和收入威胁。</p>\n<p>因此，该法案未能进入NDAA的最终版本，对英伟达及其他半导体公司来说是好消息，这消除了市场对新一轮出口管制可能扰乱其全球收入来源的担忧。</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>报道：黄仁勋游说成功，美国国会将否决AI芯片出口法案</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n报道：黄仁勋游说成功，美国国会将否决AI芯片出口法案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-04 08:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3760678><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的强力游说取得关键成果，一项旨在限制其向部分海外市场销售先进AI芯片的《GAIN AI法案》，预计将不会被纳入美国年度国防法案。\n据媒体援引一位知情人士消息，《GAIN AI法案》的措施目前未被纳入将于周五公布的年度国防政策法案（NDAA）的最终文本中。该法案原计划要求英伟达和AMD等芯片制造商，在向受限制国家出口其强大的AI芯片之前，必须优先满足美国客户的需求。\n尽管该知情人士补充说情况仍...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760678\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS 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ACC","07788":"南方两倍做多英伟达","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3760678","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588073554","content_text":"英伟达的强力游说取得关键成果，一项旨在限制其向部分海外市场销售先进AI芯片的《GAIN AI法案》，预计将不会被纳入美国年度国防法案。\n据媒体援引一位知情人士消息，《GAIN AI法案》的措施目前未被纳入将于周五公布的年度国防政策法案（NDAA）的最终文本中。该法案原计划要求英伟达和AMD等芯片制造商，在向受限制国家出口其强大的AI芯片之前，必须优先满足美国客户的需求。\n尽管该知情人士补充说情况仍有意外生变的可能性，但目前的进展对芯片行业而言无疑是一个积极信号。\n英伟达首席执行官黄仁勋随后将国会不将该法案纳入NDAA的决定形容为“明智的”，并表示《GAIN AI法案》对美国的潜在危害巨大。本周三，他曾亲赴华盛顿，与美国总统特朗普及多位关键议员会面。\n黄仁勋亲赴华盛顿斡旋\n黄仁勋的个人斡旋，被视为推动事态发展的关键一步。他于周三现身华盛顿，在国会与多名议员会面。在议长迈克·约翰逊的办公室外，黄仁勋告诉记者，他此行的目的是“回答有关AI的问题”。\n黄仁勋一直坚定地主张，允许美国公司服务全球市场最终对美国有利。他的观点显然在行政当局内部获得了共鸣。\n在国会做出初步决定后，黄仁勋公开表示，《GAIN AI法案》“对美国的危害甚至比《AI扩散规则》更大”。华尔街见闻提及，《AI扩散规则》政策由美国商务部于今年1月发布，它将英伟达等公司的芯片出口目的地分为三个大类国家进行监管，意图进一步限制AI芯片和技术的出口。\n激烈的游说战告一段落\n《GAIN AI法案》的搁置，为一场围绕AI技术出口管制的激烈游说战画上了句号。\n法案的支持者主要由对国家安全持强硬立场的议员和AI安全倡导人士构成，他们希望通过立法确保美国在国内的AI算力优势。\n而反对方法案的阵营则由英伟达和其他行业参与者组成，他们担心此类限制会扼杀全球竞争，并损害美国企业的市场地位。\n英伟达方面辩称，该法案并无必要性，因为公司不会以牺牲美国客户的供应为代价，同时限制性的贸易政策将阻碍创新。\n白宫或介入支持行业立场\n华尔街见闻写道，据媒体援引四位知情人士的报道，白宫在此次立法博弈中扮演了关键角色。报道称，白宫关键官员向国会山施压，要求议员们将《GAIN AI法案》排除在年度国防授权法案之外。\n据悉，此次行动由白宫“AI沙皇”David Sacks带头，并获得了白宫立法事务办公室的支持。他们直接致电众议院多数党领袖Steve Scalise等关键议员，明确表达了反对意见。\n知情人士称，在高层介入后，该限制性条款被纳入最终法案的可能性已降至“几乎为零”。这一干预凸显了行政当局内部对于在当前节点进一步收紧AI芯片出口政策的审慎态度。\n法案核心争议：优先满足美国客户与“受关注国家”\n引发争议的《GAIN AI法案》，其核心是重塑AI芯片的全球供应链分配逻辑，要求芯片公司在向“受关注国家”出口产品前，必须优先满足美国客户的订单。\n尽管该法案的修改版本曾获得亚马逊和微软等云服务巨头的积极回应，但对于英伟达这类硬件制造商而言，该法案构成了直接的监管风险和收入威胁。\n因此，该法案未能进入NDAA的最终版本，对英伟达及其他半导体公司来说是好消息，这消除了市场对新一轮出口管制可能扰乱其全球收入来源的担忧。","news_type":1,"symbols_score_info":{"07788":2,"NVDA":2,"NVDL":2}},"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507055988752464,"gmtCreate":1764823548287,"gmtModify":1764823550802,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"title":"","htmlText":"业内人士其实都知道这个泡沫，只是不清楚大到什么程度了，什么时候能破罢了[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"业内人士其实都知道这个泡沫，只是不清楚大到什么程度了，什么时候能破罢了[捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"业内人士其实都知道这个泡沫，只是不清楚大到什么程度了，什么时候能破罢了[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507055988752464","repostId":"1110971451","repostType":4,"repost":{"id":"1110971451","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":1764814503,"share":"https://www.laohu8.com/m/news/1110971451?lang=zh_CN&edition=full","pubTime":"2025-12-04 10:15","market":"us","language":"zh","title":"AI泡沫论再现？传微软下修AI销售目标，隔夜股价跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1110971451","media":"老虎资讯综合","summary":"微软下调部分AI新品的销售增长目标昨晚美股交易时段，微软股价受此消息影响一度下跌约 3%，收盘跌2.5%，显示资本市场对AI新品推进速度放缓的敏感反应。据微软Azure云业务的两名销售人员透露，多个部门已下调销售团队在今年度需实现的AI产品销售增速，因为上一个财年许多销售人员未达成增长目标。微软发言人回应称，公司层面的AI产品“整体销售配额并未下调”，但未直接评论部分产品的增长指标调整。","content":"<html><head></head><body><h3 id=\"id_2195826232\">微软下调部分AI新品的销售增长目标</h3><p>昨晚美股交易时段，微软股价受此消息影响一度下跌约 3%，收盘跌2.5%，显示资本市场对AI新品推进速度放缓的敏感反应。</p><p><img src=\"https://static.tigerbbs.com/20148859e8e3e4c97c6071afb7f6d2b9\" alt=\"\"/>2025年，微软及多家企业软件巨头曾高调宣称，人工智能将具备处理多步骤复杂任务的能力，例如根据企业销售数据自动生成管理仪表盘。然而临近年底，微软对市场推广进度降低了预期，并下调了多款新AI产品（即“AI Agent”代理式应用）的销售增长指标。</p><p>据微软Azure云业务的两名销售人员透露，多个部门已下调销售团队在今年度需实现的AI产品销售增速，因为上一个财年（截至6月）许多销售人员未达成增长目标。微软通常很少针对具体产品下调销售配额，因此这一调整颇为罕见。</p><p>这反映出微软正面临来自企业客户的现实阻力：企业对AI的新投入更为谨慎。过去一年里，不少公司抱怨难以衡量AI带来的节约效果，例如自动撰写客户报告、挖掘销售线索等场景；一些与财务或安全相关的任务更要求高准确性，AI稍有偏差就可能导致成本增加，进一步加大了企业采购顾虑。</p><p>尽管如此，AI仍显著拉动了微软整体业务增长，主要来源包括OpenAI等AI企业对微软云服务器的大量租用（预计今年OpenAI将向微软采购约150亿美元的云资源）以及微软自身的AI软件，如Microsoft 365 Copilot和GitHub Copilot。（出于会计规则，微软只能确认其中约70亿美元为收入。）</p><p>不过，要让传统企业大规模采用更复杂的AI应用，进展依然缓慢。</p><p>例如，私募股权集团凯雷(Carlyle)去年开始使用微软的Copilot Studio，这是一款可让企业通过“零代码”方式构建自动化AI代理，完成会议纪要总结、根据Excel生成财务模型等任务。但知情人士透露，凯雷在使用过程中发现，AI无法稳定获取来自其他软件（如Salesforce CRM）中的关键数据，导致某些自动化流程无法顺利运行。</p><p>因此今年秋季，凯雷削减了这类产品的使用投入。凯雷方面表示，其整体AI预算仍在提升，但会更聚焦于有效工具。</p><p><strong>微软发言人回应称，公司层面的AI产品“整体销售配额并未下调”，但未直接评论部分产品的增长指标调整。</strong></p><h3 id=\"id_1791762400\">部分业务销售目标为何下调？</h3><p>在Azure云业务内部，多支销售团队去年为AI产品设定了激进的增长目标，但由于完成率远低于预期，今年已普遍下调要求。</p><p>例如，一个面向美国市场的Azure团队，去年要求销售人员推动Foundry（帮助企业开发AI应用的平台）使用量同比提升50%，但最终只有不到20%的销售人员达标。今年该团队已将增长目标降至25%左右。另一支团队此前要求将Foundry销售翻倍，也在今年将增长目标下调至50%。</p><h3 id=\"id_1550106421\">多家科技公司都在降低AI收入预期</h3><p>微软并非唯一调整预期的大型软件厂商。</p><p><strong>OpenAI近期将未来五年AI代理业务的收入预测下调了260亿美元，并计划通过ChatGPT订阅收入、可能推出的广告业务等渠道补足</strong>。此外，CEO Sam Altman表示，公司将暂缓健康、购物等领域的AI代理开发，优先解决ChatGPT的稳定性问题。</p><p>相比之下，没有自建大型云基础设施的软件企业（如Salesforce 和 ServiceNow）承受的压力更大，只能通过打折促销吸引客户尝鲜。亚马逊AWS和Anthropic则投入大量资源，协助客户部署AI应用，类似传统咨询服务。</p><p>这样的调整并非首次，<strong>早在去年，谷歌和亚马逊也曾下调企业AI销售预期</strong>，因为企业付费导入新AI工具的速度远慢于科技公司想象。</p><h3 id=\"id_1673436913\">企业仍期待AI带来回报，但尚需时间</h3><p>尽管目前实现效果有限，一些企业仍在继续投入优化AI代理的落地流程。例如，网络安全公司Cohesity正在测试由Copilot Studio和Foundry提供的AI代理，尝试自动为销售团队撰写客户报告。公司正在开发新的代码接口，以便让AI更好地访问来自不同系统的数据。</p><p>Cohesity CIO Brian Spanswick表示：“再给我三个月，我就能向董事会展示实际回报。”</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>AI泡沫论再现？传微软下修AI销售目标，隔夜股价跳水</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\">\nAI泡沫论再现？传微软下修AI销售目标，隔夜股价跳水\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\">2025-12-04 10:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2195826232\">微软下调部分AI新品的销售增长目标</h3><p>昨晚美股交易时段，微软股价受此消息影响一度下跌约 3%，收盘跌2.5%，显示资本市场对AI新品推进速度放缓的敏感反应。</p><p><img src=\"https://static.tigerbbs.com/20148859e8e3e4c97c6071afb7f6d2b9\" alt=\"\"/>2025年，微软及多家企业软件巨头曾高调宣称，人工智能将具备处理多步骤复杂任务的能力，例如根据企业销售数据自动生成管理仪表盘。然而临近年底，微软对市场推广进度降低了预期，并下调了多款新AI产品（即“AI Agent”代理式应用）的销售增长指标。</p><p>据微软Azure云业务的两名销售人员透露，多个部门已下调销售团队在今年度需实现的AI产品销售增速，因为上一个财年（截至6月）许多销售人员未达成增长目标。微软通常很少针对具体产品下调销售配额，因此这一调整颇为罕见。</p><p>这反映出微软正面临来自企业客户的现实阻力：企业对AI的新投入更为谨慎。过去一年里，不少公司抱怨难以衡量AI带来的节约效果，例如自动撰写客户报告、挖掘销售线索等场景；一些与财务或安全相关的任务更要求高准确性，AI稍有偏差就可能导致成本增加，进一步加大了企业采购顾虑。</p><p>尽管如此，AI仍显著拉动了微软整体业务增长，主要来源包括OpenAI等AI企业对微软云服务器的大量租用（预计今年OpenAI将向微软采购约150亿美元的云资源）以及微软自身的AI软件，如Microsoft 365 Copilot和GitHub Copilot。（出于会计规则，微软只能确认其中约70亿美元为收入。）</p><p>不过，要让传统企业大规模采用更复杂的AI应用，进展依然缓慢。</p><p>例如，私募股权集团凯雷(Carlyle)去年开始使用微软的Copilot Studio，这是一款可让企业通过“零代码”方式构建自动化AI代理，完成会议纪要总结、根据Excel生成财务模型等任务。但知情人士透露，凯雷在使用过程中发现，AI无法稳定获取来自其他软件（如Salesforce CRM）中的关键数据，导致某些自动化流程无法顺利运行。</p><p>因此今年秋季，凯雷削减了这类产品的使用投入。凯雷方面表示，其整体AI预算仍在提升，但会更聚焦于有效工具。</p><p><strong>微软发言人回应称，公司层面的AI产品“整体销售配额并未下调”，但未直接评论部分产品的增长指标调整。</strong></p><h3 id=\"id_1791762400\">部分业务销售目标为何下调？</h3><p>在Azure云业务内部，多支销售团队去年为AI产品设定了激进的增长目标，但由于完成率远低于预期，今年已普遍下调要求。</p><p>例如，一个面向美国市场的Azure团队，去年要求销售人员推动Foundry（帮助企业开发AI应用的平台）使用量同比提升50%，但最终只有不到20%的销售人员达标。今年该团队已将增长目标降至25%左右。另一支团队此前要求将Foundry销售翻倍，也在今年将增长目标下调至50%。</p><h3 id=\"id_1550106421\">多家科技公司都在降低AI收入预期</h3><p>微软并非唯一调整预期的大型软件厂商。</p><p><strong>OpenAI近期将未来五年AI代理业务的收入预测下调了260亿美元，并计划通过ChatGPT订阅收入、可能推出的广告业务等渠道补足</strong>。此外，CEO Sam Altman表示，公司将暂缓健康、购物等领域的AI代理开发，优先解决ChatGPT的稳定性问题。</p><p>相比之下，没有自建大型云基础设施的软件企业（如Salesforce 和 ServiceNow）承受的压力更大，只能通过打折促销吸引客户尝鲜。亚马逊AWS和Anthropic则投入大量资源，协助客户部署AI应用，类似传统咨询服务。</p><p>这样的调整并非首次，<strong>早在去年，谷歌和亚马逊也曾下调企业AI销售预期</strong>，因为企业付费导入新AI工具的速度远慢于科技公司想象。</p><h3 id=\"id_1673436913\">企业仍期待AI带来回报，但尚需时间</h3><p>尽管目前实现效果有限，一些企业仍在继续投入优化AI代理的落地流程。例如，网络安全公司Cohesity正在测试由Copilot Studio和Foundry提供的AI代理，尝试自动为销售团队撰写客户报告。公司正在开发新的代码接口，以便让AI更好地访问来自不同系统的数据。</p><p>Cohesity CIO Brian Spanswick表示：“再给我三个月，我就能向董事会展示实际回报。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/556acfb895c7cc721517dba494c0775b","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110971451","content_text":"微软下调部分AI新品的销售增长目标昨晚美股交易时段，微软股价受此消息影响一度下跌约 3%，收盘跌2.5%，显示资本市场对AI新品推进速度放缓的敏感反应。2025年，微软及多家企业软件巨头曾高调宣称，人工智能将具备处理多步骤复杂任务的能力，例如根据企业销售数据自动生成管理仪表盘。然而临近年底，微软对市场推广进度降低了预期，并下调了多款新AI产品（即“AI Agent”代理式应用）的销售增长指标。据微软Azure云业务的两名销售人员透露，多个部门已下调销售团队在今年度需实现的AI产品销售增速，因为上一个财年（截至6月）许多销售人员未达成增长目标。微软通常很少针对具体产品下调销售配额，因此这一调整颇为罕见。这反映出微软正面临来自企业客户的现实阻力：企业对AI的新投入更为谨慎。过去一年里，不少公司抱怨难以衡量AI带来的节约效果，例如自动撰写客户报告、挖掘销售线索等场景；一些与财务或安全相关的任务更要求高准确性，AI稍有偏差就可能导致成本增加，进一步加大了企业采购顾虑。尽管如此，AI仍显著拉动了微软整体业务增长，主要来源包括OpenAI等AI企业对微软云服务器的大量租用（预计今年OpenAI将向微软采购约150亿美元的云资源）以及微软自身的AI软件，如Microsoft 365 Copilot和GitHub 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