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如虎添翼123

如虎添翼123

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如虎添翼123

05-11 22:23

Replying to @吐司:开玩笑呢。台积电最多成为美积电//@吐司:你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样

如虎添翼123

04-20

支持点赞赞赞赞关注。点赞）

联想集团(00992)：Amit Midha 辞任非执行董事

如虎添翼123

02-24

$特斯拉(TSLA)$ 马斯克韭菜割不完

如虎添翼123

02-18

$美光科技(MU)$ ai最后的狂欢

如虎添翼123

01-31

$苹果(AAPL)$ 小果子nb

如虎添翼123

01-23

$特斯拉(TSLA)$ 无敌

如虎添翼123

01-15

ai应用不应该是机器人吗？真搞笑😄

AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...

如虎添翼123

2025-11-11

$甲骨文(ORCL)$ 补一个缺口，埋一帮人

如虎添翼123

2025-11-06

Replying to @香港股神王祖咸:小米一个月卖几万台，万人退订算什么？//@香港股神王祖咸:搜搜房大锤，据说万人退订。

如虎添翼123

2025-10-21

还不跑等着吃大面呢

Form 144 | NVIDIA 总裁暨CEO黄仁勋拟减持75000股，总价约1375万美元

如虎添翼123

2025-10-11

$小米集团ADR(XIACY)$ 盘后什么情况

如虎添翼123

2025-10-03

b 买su7

如虎添翼123

2025-09-27

有创意

如虎添翼123

2025-09-20

小试牛刀

如虎添翼123

2025-09-19

$INTC 20250919 33.0 CALL$

如虎添翼123

2025-09-18

$NVDA 20250919 172.5 CALL$ 小试牛刀

如虎添翼123

2025-09-17

$ORCL 20250919 310.0 CALL$ 小试牛刀

如虎添翼123

2025-09-16

$TSLA 20250919 410.0 PUT$ 找找手感

如虎添翼123

2025-09-16

AI泡沫要碎了

苹果又一AI高管被曝离职，三月内连失三员AI大将

如虎添翼123

2025-09-16

$小米集团ADR(XIACY)$ 半死不活

去老虎APP查看更多动态

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ai最后的狂欢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534147865290328","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527497693225336,"gmtCreate":1769804584566,"gmtModify":1769810757102,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494300258505523","authorIdStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 小果子nb","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 小果子nb","text":"$苹果(AAPL)$ 小果子nb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527497693225336","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524607855617504,"gmtCreate":1769104764508,"gmtModify":1769104766479,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494300258505523","authorIdStr":"3494300258505523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 无敌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 无敌","text":"$特斯拉(TSLA)$ 无敌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524607855617504","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522051819602616,"gmtCreate":1768490021100,"gmtModify":1768490024707,"author":{"id":"3494300258505523","authorId":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494300258505523","authorIdStr":"3494300258505523"},"themes":[],"title":"","htmlText":"ai应用不应该是机器人吗？真搞笑😄","listText":"ai应用不应该是机器人吗？真搞笑😄","text":"ai应用不应该是机器人吗？真搞笑😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/522051819602616","repostId":"1147487732","repostType":2,"repost":{"id":"1147487732","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":1768461300,"share":"https://www.laohu8.com/m/news/1147487732?lang=zh_CN&edition=full","pubTime":"2026-01-15 15:15","market":"us","language":"zh","title":"AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...","url":"https://stock-news.laohu8.com/highlight/detail?id=1147487732","media":"老虎资讯综合","summary":"根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 200亿美元，意味着收入增长并不等同于盈利改善。过去6个月中，已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。","content":"<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片  → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</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应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...</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; 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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应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...\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\">2026-01-15 15:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前，这一个数据几乎为零。</p><p>从图表来看，这一增长趋势在2024年下半年至2025年明显加速，显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司：</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉（TSLA）</p><p>利好算力股 → Nvidia（NVDA）、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom（AVGO）</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片  → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中，OpenAI与Anthropic占据绝对主导</h2><p>不过，这一亮眼数据背后，收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入；若按收入排名前十的公司计算，其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括：OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之，大多数AI创业公司的收入规模仍然有限，行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算，真实规模需打折看待</h2><p>需要注意的是，统计中存在一定程度的<strong>重复计算</strong>。例如，Cursor 和 Perplexity 等应用型公司，需要向 OpenAI、Anthropic 付费调用模型能力，其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>，意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此，AI应用近期的收入增长依然不容忽视。过去6个月中，已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中，音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>；代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>；而代码助手 <strong>Cursor</strong> 的增长最为迅猛，近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化，广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中，广告正逐渐成为重要补充。</p><p>例如，医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现，模式类似于谷歌的搜索广告。数据显示，该公司在仅售出约十分之一广告库存的情况下，年化收入已达 <strong>1.5亿美元</strong>，理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全，竞争正在加剧</h2><p>尽管收入快速增长，但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例，它们目前是AI时代表现最突出的代码类创业公司之一，但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例，其 Claude Code 的收入规模已与 Cursor 相当，而 Cursor 实际上拥有近两年的先发优势。这意味着，AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长，但增速分化不可避免</h2><p>综合来看，“AI原生”公司的整体收入规模仍有望继续扩大，但在部分细分领域，增速放缓甚至竞争洗牌并不令人意外。对投资者而言，<strong>收入增长的质量、可持续性与竞争位置</strong>，将比单纯的规模数字更加关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"GOOG":"谷歌","CRWV":"CoreWeave, Inc.","WDC":"西部数据","TSLA":"特斯拉","META":"Meta Platforms, 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916093215a7233342&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，知名苹果爆料记者Marc Gurman发文称，据知情人士透露，苹果最资深的AI高管之一Robby Walker即将于今年10月离职，这标志着苹果AI部门的高管和工程师流失问题进一步加剧。在此前的今年7月份，苹果AI模型团队负责人庞若鸣已跳槽至Meta，并带走了不少工程师和研究人员；8月，另一位负责搜索服务的高级主管Frank Chu也离职加入了Meta。苹果对Walker的离职拒绝置评。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250916093215a7233342&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":{"LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","MACW.SI":"APPLE 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