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07-25

2@名创优品有 0,,.00...............

AMD密集“上新”押注2万亿AI计算市场，Helios全面生产、Venice性能领先英伟达20%

2024-05-07

迅速打脸

法拉第未来：董事会并未考虑任命贾跃亭为联席CEO

2023-11-18

$Jumia Technologies AG(JMIA)$

2023-09-06

$Faraday Future(FFIE)$ 送颗子弹给JIA

2023-05-31

喷子而已，鄙视

提车先交全款220万元，贾跃亭的FF又一次花式延期交付

2023-02-02

$Faraday Future(FFIE)$ 目标价到10有可能吧？[开心]

2023-02-02

$Affirm Holdings, Inc.(AFRM)$ 谁能说说目标价位？

2023-01-02

这篇文章不错，转发给大家看看

三位世纪投资大师的投资哲学

2022-07-15

$Faraday Future(FFIE)$目标20刀[财迷]

2022-07-05

$Faraday Future(FFIE)$至少拿到20刀后再出仓[微笑]

2022-05-27

$Faraday Future(FFIE)$看好，大力拱起来！

2022-02-28

$Faraday Future(FFIE)$目标50

2021-04-22

$爱彼迎(ABNB)$继续看空的跟过来

去老虎APP查看更多动态

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07:24","market":"us","language":"zh","title":"AMD密集“上新”押注2万亿AI计算市场，Helios全面生产、Venice性能领先英伟达20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653720218","media":"华尔街见闻","summary":"AMD同时释放出更为激进的竞争信号：公司称，基于新一代MI450系列加速器的Helios平台在部分关键指标上可以击败英伟达下一代Vera Rubin平台；新一代EPYC“Venice”服务器CPU的性能则较英伟达竞争产品高出约20%。苏姿丰还表示，Helios“正在全面生产中”，“客户对Helios的需求极其强劲”，料将三季度末开始出货，基于Venice的服务器系统预计将在今年第四季度陆续出现。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a>正试图通过从芯片到整机系统的“全栈式”产品布局，全面向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发起挑战，在万亿美元规模的AI计算市场中抢占市场份额。</p><p style=\"text-align: left;\">美东时间7月23日，AMD在旧金山举行的年度AI盛会Advancing AI 2026期间，CEO苏姿丰在主题演讲中公布了新一代Instinct AI加速器、EPYC“Venice”服务器CPU以及Helios机架级AI平台等一系列新品，并预计到2030年，整体计算市场规模将达到2万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/621f918c9c0646840ec4004d899060b2\" data-align=\"center\" tg-width=\"2560\" tg-height=\"1706\"/><span></span></p><p style=\"text-align: left;\">AMD同时释放出更为激进的竞争信号：公司称，基于新一代MI450系列加速器的Helios平台在部分关键指标上可以击败英伟达下一代Vera Rubin平台；新一代EPYC“Venice”服务器CPU的性能则较英伟达竞争产品高出约20%。</p><p style=\"text-align: left;\">苏姿丰还表示，Helios“正在全面生产中”，“客户对Helios的需求极其强劲”，料将三季度末开始出货，基于Venice的服务器系统预计将在今年第四季度陆续出现。</p><p style=\"text-align: left;\">不过，从股价即时反应看，市场并未完全买账。在发布新品及主题演讲期间，AMD股价跌幅扩大并刷新日低，日内跌近5%。在此之前，截至本周三收盘，AMD股价今年内累涨近160%，市场对这场发布会的预期已经被推至高位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/044af7f4fc0b0939f6a71d3b23f9b424\" data-align=\"center\" tg-width=\"1154\" tg-height=\"758\"/><span></span></p><h2 style=\"text-align: left;\">到2030年 预计AI加速器市场规模1.4万亿美元 数据中心CPU市场2200亿</h2><p style=\"text-align: left;\">苏姿丰此次演讲最引人关注的内容之一，是AMD对未来市场空间的重新定义。</p><p style=\"text-align: left;\">按照AMD的预测，到2030年，AI加速器市场规模将达到1.4万亿美元，数据中心CPU市场规模将达到2200亿美元，整体计算市场规模则将达到2万亿美元。</p><p style=\"text-align: left;\">这一判断背后的核心逻辑是，AI基础设施的需求已经不再局限于训练大型模型。随着推理、AI智能体以及企业级AI应用快速增长，数据中心对于GPU、CPU、内存、网络以及机架级系统的需求正在同步扩张。</p><p style=\"text-align: left;\">AMD在今年第一季度业绩中也曾表示，数据中心业务已经成为公司营收和利润增长的主要驱动力，随着推理和智能体AI带来新的计算需求，公司预计服务器业务增长将进一步加速。</p><p style=\"text-align: left;\">与过去单纯强调“GPU性能追赶英伟达”不同，AMD此次展示的是一套覆盖CPU、GPU、网络、软件和整机系统的完整AI基础设施方案。</p><p style=\"text-align: left;\">其中，Helios被视为AMD向英伟达整机级AI基础设施发起挑战的核心产品。</p><h2 style=\"text-align: left;\">MI450加持 Helios预计Q3末开始交付</h2><p style=\"text-align: left;\">AMD此次展示的Helios机架级AI平台，最多可以集成72颗MI400系列AI加速器。其中，MI455X是该系列中的高端产品，重点提升了内存带宽、推理性能以及性能成本比。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8499db390bac0d88bf855090cd5f45\" data-align=\"center\" tg-width=\"1333\" tg-height=\"1000\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，MI450 AI加速器是“业内速度最快”的产品之一，并强调公司正在全速生产Helios，系统即将开始出货。Helios预计将在2026年第三季度末开始交付。</p><p style=\"text-align: left;\">AMD还表示，Helios在部分性能指标上可以击败英伟达下一代Vera Rubin平台。媒体援引苏姿丰的说法称，AMD方面认为，Helios在AI推理等关键工作负载上的性能和效率具备竞争优势。</p><p style=\"text-align: left;\">这意味着，AMD的竞争目标已经从单颗GPU进一步上移至整套AI基础设施。</p><p style=\"text-align: left;\">英伟达近年来的竞争优势并不仅仅来自GPU本身，而是来自包括GPU、CPU、网络芯片、系统设计和CUDA软件生态在内的完整平台。AMD此次推出Helios，正是试图在机架级系统层面建立与英伟达AI服务器平台的直接竞争关系。</p><p style=\"text-align: left;\">而在客户方面，OpenAI高管Sachin Katti在AMD活动现场表示，OpenAI预计将“大规模”部署Helios，并直言：“如果你还没有听说，我需要更多算力，而且需要得更快。”</p><p style=\"text-align: left;\">此前，AMD还与<a href=\"https://laohu8.com/S/META\">Meta</a>达成了涉及6吉瓦AI基础设施的多年合作，首批部署将采用基于MI450架构的定制Instinct GPU、第六代EPYC“Venice”CPU以及Helios机架级架构。</p><h2 style=\"text-align: left;\">AMD称Venice CPU性能远超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>Xeon、领先英伟达Vera</h2><p style=\"text-align: left;\">如果说MI450和Helios是AMD挑战英伟达AI加速器和系统市场的核心，那么新一代EPYC“Venice”则是AMD巩固服务器CPU优势的关键产品。</p><p style=\"text-align: left;\">据报道，AMD此次展示的EPYC 9996采用Zen 6架构，最多拥有256个核心、最高1TB L3缓存，并支持16通道内存，最高频率超过5GHz。AMD称，其性能最多可达到英特尔同类Xeon产品的3.4倍，并较英伟达Vera CPU高出约20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f42545d1fe4c746906c6af7e28365b07\" data-align=\"center\" tg-width=\"1200\" tg-height=\"675\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，Venice带来了公司历史上幅度最大的服务器CPU代际性能提升，并强调其性能“遥遥领先”于基于<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构的竞争产品。</p><p style=\"text-align: left;\">更重要的是，Venice已经进入全面量产阶段，客户需求强劲，基于Venice的服务器系统预计将在今年第四季度出现。</p><p style=\"text-align: left;\">这也是AMD在AI基础设施竞争中的重要筹码。</p><p style=\"text-align: left;\">随着AI服务器越来越复杂，GPU并不是唯一的核心计算部件。大量AI推理、数据预处理以及通用计算任务仍然依赖CPU。对于大型云服务商和AI公司而言，GPU、CPU以及网络系统之间的协同效率，正在成为影响数据中心整体投资回报率的重要因素。</p><p style=\"text-align: left;\">因此，AMD试图通过“Venice+MI450+Helios”的组合，提供一套从通用计算到AI加速，再到机架级系统的完整解决方案。</p><h2 style=\"text-align: left;\">AMD的“第三条路”：从卖芯片转向卖AI基础设施</h2><p style=\"text-align: left;\">从产品路线来看，AMD正在逐渐摆脱过去“英伟达GPU的替代供应商”这一定位。</p><p style=\"text-align: left;\">AMD此前最主要的竞争方式，是依靠Instinct系列AI加速器，在性能和价格方面挑战英伟达。但随着AI基础设施的规模不断扩大，客户越来越关注的并非单颗芯片的峰值性能，而是整套系统的部署速度、能源效率、软件适配以及总拥有成本。</p><p style=\"text-align: left;\">Helios正是AMD对这一趋势的回应。</p><p style=\"text-align: left;\">AMD不仅提供MI450系列GPU，还将Venice CPU、Pensando网络产品、ROCm软件以及机架级系统整合到同一套平台中。此前公司也宣布，Helios将基于AMD与Meta通过开放计算项目共同开发的机架级架构，以便实现大规模AI基础设施部署。</p><p style=\"text-align: left;\">在客户层面，AMD正在快速扩展其AI基础设施阵营。</p><p style=\"text-align: left;\">除Meta和OpenAI外，AMD近期还与Anthropic达成了规模庞大的合作。按照双方公布的信息，Anthropic计划部署最多2吉瓦的AMD Instinct MI450系列GPU，首批1吉瓦部署预计于2027年上半年开始；AMD还计划对Anthropic进行最高50亿美元的股权投资。</p><p style=\"text-align: left;\">这意味着，AMD已经开始获得多家头部AI公司的大规模算力订单。</p><h2 style=\"text-align: left;\">真正的考验仍在英伟达之外</h2><p style=\"text-align: left;\">尽管AMD此次展示了强劲的产品路线图和客户需求，但市场的谨慎态度也说明，投资者并不满足于“性能领先”的发布会叙事。</p><p style=\"text-align: left;\">在AI芯片市场，英伟达的优势不仅体现在硬件性能，还包括CUDA软件生态、开发者基础、客户部署经验以及完整的系统供应链。AMD需要证明的，不仅是MI450或Helios在特定测试中的性能可以超过英伟达产品，更是能否在大规模实际部署中持续获得客户订单，并按时完成交付。</p><p style=\"text-align: left;\">这也是此次“Advancing AI 2026”释放出的最重要信号：AMD已经开始从“挑战英伟达的芯片公司”，转向“争夺AI基础设施市场份额的平台型公司”。</p><p style=\"text-align: left;\">苏姿丰押注的，是一个到2030年规模可能达到2万亿美元的计算市场。</p><p style=\"text-align: left;\">而随着OpenAI、Meta、Anthropic等头部AI公司持续扩大算力投资，AMD能否将MI450、Venice和Helios转化为持续增长的实际收入，将成为其真正挑战英伟达的关键。</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>AMD密集“上新”押注2万亿AI计算市场，Helios全面生产、Venice性能领先英伟达20%</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密集“上新”押注2万亿AI计算市场，Helios全面生产、Venice性能领先英伟达20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-24 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a>正试图通过从芯片到整机系统的“全栈式”产品布局，全面向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发起挑战，在万亿美元规模的AI计算市场中抢占市场份额。</p><p style=\"text-align: left;\">美东时间7月23日，AMD在旧金山举行的年度AI盛会Advancing AI 2026期间，CEO苏姿丰在主题演讲中公布了新一代Instinct AI加速器、EPYC“Venice”服务器CPU以及Helios机架级AI平台等一系列新品，并预计到2030年，整体计算市场规模将达到2万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/621f918c9c0646840ec4004d899060b2\" data-align=\"center\" tg-width=\"2560\" tg-height=\"1706\"/><span></span></p><p style=\"text-align: left;\">AMD同时释放出更为激进的竞争信号：公司称，基于新一代MI450系列加速器的Helios平台在部分关键指标上可以击败英伟达下一代Vera Rubin平台；新一代EPYC“Venice”服务器CPU的性能则较英伟达竞争产品高出约20%。</p><p style=\"text-align: left;\">苏姿丰还表示，Helios“正在全面生产中”，“客户对Helios的需求极其强劲”，料将三季度末开始出货，基于Venice的服务器系统预计将在今年第四季度陆续出现。</p><p style=\"text-align: left;\">不过，从股价即时反应看，市场并未完全买账。在发布新品及主题演讲期间，AMD股价跌幅扩大并刷新日低，日内跌近5%。在此之前，截至本周三收盘，AMD股价今年内累涨近160%，市场对这场发布会的预期已经被推至高位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/044af7f4fc0b0939f6a71d3b23f9b424\" data-align=\"center\" tg-width=\"1154\" tg-height=\"758\"/><span></span></p><h2 style=\"text-align: left;\">到2030年 预计AI加速器市场规模1.4万亿美元 数据中心CPU市场2200亿</h2><p style=\"text-align: left;\">苏姿丰此次演讲最引人关注的内容之一，是AMD对未来市场空间的重新定义。</p><p style=\"text-align: left;\">按照AMD的预测，到2030年，AI加速器市场规模将达到1.4万亿美元，数据中心CPU市场规模将达到2200亿美元，整体计算市场规模则将达到2万亿美元。</p><p style=\"text-align: left;\">这一判断背后的核心逻辑是，AI基础设施的需求已经不再局限于训练大型模型。随着推理、AI智能体以及企业级AI应用快速增长，数据中心对于GPU、CPU、内存、网络以及机架级系统的需求正在同步扩张。</p><p style=\"text-align: left;\">AMD在今年第一季度业绩中也曾表示，数据中心业务已经成为公司营收和利润增长的主要驱动力，随着推理和智能体AI带来新的计算需求，公司预计服务器业务增长将进一步加速。</p><p style=\"text-align: left;\">与过去单纯强调“GPU性能追赶英伟达”不同，AMD此次展示的是一套覆盖CPU、GPU、网络、软件和整机系统的完整AI基础设施方案。</p><p style=\"text-align: left;\">其中，Helios被视为AMD向英伟达整机级AI基础设施发起挑战的核心产品。</p><h2 style=\"text-align: left;\">MI450加持 Helios预计Q3末开始交付</h2><p style=\"text-align: left;\">AMD此次展示的Helios机架级AI平台，最多可以集成72颗MI400系列AI加速器。其中，MI455X是该系列中的高端产品，重点提升了内存带宽、推理性能以及性能成本比。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8499db390bac0d88bf855090cd5f45\" data-align=\"center\" tg-width=\"1333\" tg-height=\"1000\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，MI450 AI加速器是“业内速度最快”的产品之一，并强调公司正在全速生产Helios，系统即将开始出货。Helios预计将在2026年第三季度末开始交付。</p><p style=\"text-align: left;\">AMD还表示，Helios在部分性能指标上可以击败英伟达下一代Vera Rubin平台。媒体援引苏姿丰的说法称，AMD方面认为，Helios在AI推理等关键工作负载上的性能和效率具备竞争优势。</p><p style=\"text-align: left;\">这意味着，AMD的竞争目标已经从单颗GPU进一步上移至整套AI基础设施。</p><p style=\"text-align: left;\">英伟达近年来的竞争优势并不仅仅来自GPU本身，而是来自包括GPU、CPU、网络芯片、系统设计和CUDA软件生态在内的完整平台。AMD此次推出Helios，正是试图在机架级系统层面建立与英伟达AI服务器平台的直接竞争关系。</p><p style=\"text-align: left;\">而在客户方面，OpenAI高管Sachin Katti在AMD活动现场表示，OpenAI预计将“大规模”部署Helios，并直言：“如果你还没有听说，我需要更多算力，而且需要得更快。”</p><p style=\"text-align: left;\">此前，AMD还与<a href=\"https://laohu8.com/S/META\">Meta</a>达成了涉及6吉瓦AI基础设施的多年合作，首批部署将采用基于MI450架构的定制Instinct GPU、第六代EPYC“Venice”CPU以及Helios机架级架构。</p><h2 style=\"text-align: left;\">AMD称Venice CPU性能远超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>Xeon、领先英伟达Vera</h2><p style=\"text-align: left;\">如果说MI450和Helios是AMD挑战英伟达AI加速器和系统市场的核心，那么新一代EPYC“Venice”则是AMD巩固服务器CPU优势的关键产品。</p><p style=\"text-align: left;\">据报道，AMD此次展示的EPYC 9996采用Zen 6架构，最多拥有256个核心、最高1TB L3缓存，并支持16通道内存，最高频率超过5GHz。AMD称，其性能最多可达到英特尔同类Xeon产品的3.4倍，并较英伟达Vera CPU高出约20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f42545d1fe4c746906c6af7e28365b07\" data-align=\"center\" tg-width=\"1200\" tg-height=\"675\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，Venice带来了公司历史上幅度最大的服务器CPU代际性能提升，并强调其性能“遥遥领先”于基于<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构的竞争产品。</p><p style=\"text-align: left;\">更重要的是，Venice已经进入全面量产阶段，客户需求强劲，基于Venice的服务器系统预计将在今年第四季度出现。</p><p style=\"text-align: left;\">这也是AMD在AI基础设施竞争中的重要筹码。</p><p style=\"text-align: left;\">随着AI服务器越来越复杂，GPU并不是唯一的核心计算部件。大量AI推理、数据预处理以及通用计算任务仍然依赖CPU。对于大型云服务商和AI公司而言，GPU、CPU以及网络系统之间的协同效率，正在成为影响数据中心整体投资回报率的重要因素。</p><p style=\"text-align: left;\">因此，AMD试图通过“Venice+MI450+Helios”的组合，提供一套从通用计算到AI加速，再到机架级系统的完整解决方案。</p><h2 style=\"text-align: left;\">AMD的“第三条路”：从卖芯片转向卖AI基础设施</h2><p style=\"text-align: left;\">从产品路线来看，AMD正在逐渐摆脱过去“英伟达GPU的替代供应商”这一定位。</p><p style=\"text-align: left;\">AMD此前最主要的竞争方式，是依靠Instinct系列AI加速器，在性能和价格方面挑战英伟达。但随着AI基础设施的规模不断扩大，客户越来越关注的并非单颗芯片的峰值性能，而是整套系统的部署速度、能源效率、软件适配以及总拥有成本。</p><p style=\"text-align: left;\">Helios正是AMD对这一趋势的回应。</p><p style=\"text-align: left;\">AMD不仅提供MI450系列GPU，还将Venice CPU、Pensando网络产品、ROCm软件以及机架级系统整合到同一套平台中。此前公司也宣布，Helios将基于AMD与Meta通过开放计算项目共同开发的机架级架构，以便实现大规模AI基础设施部署。</p><p style=\"text-align: left;\">在客户层面，AMD正在快速扩展其AI基础设施阵营。</p><p style=\"text-align: left;\">除Meta和OpenAI外，AMD近期还与Anthropic达成了规模庞大的合作。按照双方公布的信息，Anthropic计划部署最多2吉瓦的AMD Instinct MI450系列GPU，首批1吉瓦部署预计于2027年上半年开始；AMD还计划对Anthropic进行最高50亿美元的股权投资。</p><p style=\"text-align: left;\">这意味着，AMD已经开始获得多家头部AI公司的大规模算力订单。</p><h2 style=\"text-align: left;\">真正的考验仍在英伟达之外</h2><p style=\"text-align: left;\">尽管AMD此次展示了强劲的产品路线图和客户需求，但市场的谨慎态度也说明，投资者并不满足于“性能领先”的发布会叙事。</p><p style=\"text-align: left;\">在AI芯片市场，英伟达的优势不仅体现在硬件性能，还包括CUDA软件生态、开发者基础、客户部署经验以及完整的系统供应链。AMD需要证明的，不仅是MI450或Helios在特定测试中的性能可以超过英伟达产品，更是能否在大规模实际部署中持续获得客户订单，并按时完成交付。</p><p style=\"text-align: left;\">这也是此次“Advancing AI 2026”释放出的最重要信号：AMD已经开始从“挑战英伟达的芯片公司”，转向“争夺AI基础设施市场份额的平台型公司”。</p><p style=\"text-align: left;\">苏姿丰押注的，是一个到2030年规模可能达到2万亿美元的计算市场。</p><p style=\"text-align: left;\">而随着OpenAI、Meta、Anthropic等头部AI公司持续扩大算力投资，AMD能否将MI450、Venice和Helios转化为持续增长的实际收入，将成为其真正挑战英伟达的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e910a0d7e1da6d4a41f6d581ee31760f","relate_stocks":{"WUGI":"AXS Esoterica NextG Economy ETF","EFIV":"SPDR S&P 500 ESG ETF","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","IE0009356076.USD":"JANUS 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数据中心CPU市场2200亿苏姿丰此次演讲最引人关注的内容之一，是AMD对未来市场空间的重新定义。按照AMD的预测，到2030年，AI加速器市场规模将达到1.4万亿美元，数据中心CPU市场规模将达到2200亿美元，整体计算市场规模则将达到2万亿美元。这一判断背后的核心逻辑是，AI基础设施的需求已经不再局限于训练大型模型。随着推理、AI智能体以及企业级AI应用快速增长，数据中心对于GPU、CPU、内存、网络以及机架级系统的需求正在同步扩张。AMD在今年第一季度业绩中也曾表示，数据中心业务已经成为公司营收和利润增长的主要驱动力，随着推理和智能体AI带来新的计算需求，公司预计服务器业务增长将进一步加速。与过去单纯强调“GPU性能追赶英伟达”不同，AMD此次展示的是一套覆盖CPU、GPU、网络、软件和整机系统的完整AI基础设施方案。其中，Helios被视为AMD向英伟达整机级AI基础设施发起挑战的核心产品。MI450加持 Helios预计Q3末开始交付AMD此次展示的Helios机架级AI平台，最多可以集成72颗MI400系列AI加速器。其中，MI455X是该系列中的高端产品，重点提升了内存带宽、推理性能以及性能成本比。苏姿丰在演讲中表示，MI450 AI加速器是“业内速度最快”的产品之一，并强调公司正在全速生产Helios，系统即将开始出货。Helios预计将在2026年第三季度末开始交付。AMD还表示，Helios在部分性能指标上可以击败英伟达下一代Vera Rubin平台。媒体援引苏姿丰的说法称，AMD方面认为，Helios在AI推理等关键工作负载上的性能和效率具备竞争优势。这意味着，AMD的竞争目标已经从单颗GPU进一步上移至整套AI基础设施。英伟达近年来的竞争优势并不仅仅来自GPU本身，而是来自包括GPU、CPU、网络芯片、系统设计和CUDA软件生态在内的完整平台。AMD此次推出Helios，正是试图在机架级系统层面建立与英伟达AI服务器平台的直接竞争关系。而在客户方面，OpenAI高管Sachin Katti在AMD活动现场表示，OpenAI预计将“大规模”部署Helios，并直言：“如果你还没有听说，我需要更多算力，而且需要得更快。”此前，AMD还与Meta达成了涉及6吉瓦AI基础设施的多年合作，首批部署将采用基于MI450架构的定制Instinct GPU、第六代EPYC“Venice”CPU以及Helios机架级架构。AMD称Venice CPU性能远超英特尔Xeon、领先英伟达Vera如果说MI450和Helios是AMD挑战英伟达AI加速器和系统市场的核心，那么新一代EPYC“Venice”则是AMD巩固服务器CPU优势的关键产品。据报道，AMD此次展示的EPYC 9996采用Zen 6架构，最多拥有256个核心、最高1TB L3缓存，并支持16通道内存，最高频率超过5GHz。AMD称，其性能最多可达到英特尔同类Xeon产品的3.4倍，并较英伟达Vera CPU高出约20%。苏姿丰在演讲中表示，Venice带来了公司历史上幅度最大的服务器CPU代际性能提升，并强调其性能“遥遥领先”于基于Arm架构的竞争产品。更重要的是，Venice已经进入全面量产阶段，客户需求强劲，基于Venice的服务器系统预计将在今年第四季度出现。这也是AMD在AI基础设施竞争中的重要筹码。随着AI服务器越来越复杂，GPU并不是唯一的核心计算部件。大量AI推理、数据预处理以及通用计算任务仍然依赖CPU。对于大型云服务商和AI公司而言，GPU、CPU以及网络系统之间的协同效率，正在成为影响数据中心整体投资回报率的重要因素。因此，AMD试图通过“Venice+MI450+Helios”的组合，提供一套从通用计算到AI加速，再到机架级系统的完整解决方案。AMD的“第三条路”：从卖芯片转向卖AI基础设施从产品路线来看，AMD正在逐渐摆脱过去“英伟达GPU的替代供应商”这一定位。AMD此前最主要的竞争方式，是依靠Instinct系列AI加速器，在性能和价格方面挑战英伟达。但随着AI基础设施的规模不断扩大，客户越来越关注的并非单颗芯片的峰值性能，而是整套系统的部署速度、能源效率、软件适配以及总拥有成本。Helios正是AMD对这一趋势的回应。AMD不仅提供MI450系列GPU，还将Venice CPU、Pensando网络产品、ROCm软件以及机架级系统整合到同一套平台中。此前公司也宣布，Helios将基于AMD与Meta通过开放计算项目共同开发的机架级架构，以便实现大规模AI基础设施部署。在客户层面，AMD正在快速扩展其AI基础设施阵营。除Meta和OpenAI外，AMD近期还与Anthropic达成了规模庞大的合作。按照双方公布的信息，Anthropic计划部署最多2吉瓦的AMD Instinct MI450系列GPU，首批1吉瓦部署预计于2027年上半年开始；AMD还计划对Anthropic进行最高50亿美元的股权投资。这意味着，AMD已经开始获得多家头部AI公司的大规模算力订单。真正的考验仍在英伟达之外尽管AMD此次展示了强劲的产品路线图和客户需求，但市场的谨慎态度也说明，投资者并不满足于“性能领先”的发布会叙事。在AI芯片市场，英伟达的优势不仅体现在硬件性能，还包括CUDA软件生态、开发者基础、客户部署经验以及完整的系统供应链。AMD需要证明的，不仅是MI450或Helios在特定测试中的性能可以超过英伟达产品，更是能否在大规模实际部署中持续获得客户订单，并按时完成交付。这也是此次“Advancing AI 2026”释放出的最重要信号：AMD已经开始从“挑战英伟达的芯片公司”，转向“争夺AI基础设施市场份额的平台型公司”。苏姿丰押注的，是一个到2030年规模可能达到2万亿美元的计算市场。而随着OpenAI、Meta、Anthropic等头部AI公司持续扩大算力投资，AMD能否将MI450、Venice和Helios转化为持续增长的实际收入，将成为其真正挑战英伟达的关键。","news_type":1,"symbols_score_info":{"ESLG":0.6,"NVDW":0.6,"LFGY":0.6,"NVDS":0.6,"FDTX":0.6,"WISE":0.6,"VGT":0.6,"AMUU":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVD":0.6,"NVDB":0.6,"AIS":0.6,"METV":0.6,"NVDU":0.6,"NVD2.UK":0.6,"PSI":0.6,"SMHX":0.6,"SOXY":0.6,"AMYY":0.6,"AMDD":0.6,"AMDW":0.6,"SPTE":0.6,"SHOC":0.6,"SMH":0.6,"WUGI":0.6,"AMDL":0.6,"DAMD":0.6,"AGOX":0.6,"NVDQ":0.6,"ANV":0.6,"CMAG":0.6,"USD":0.6,"TRFK":0.6,"IETC":0.6,"XNTK":0.6,"SOXQ":0.6,"AMDU":0.6,"TYLG":0.6,"CNAV":0.6,"ABFL":0.6,"FTXL":0.6,"BAI":0.6,"THMR":0.6,"NVII":0.6,"EFIV":0.6,"NVD3.UK":0.6,"DIPS":0.6,"3NVD.UK":0.6,"CNEQ":0.6,"AIFD":0.6,"CHPS":0.6,"NVDS.UK":0.6,"XLK":0.6,"TTXU":0.6,"JGRO":0.6,"FTEC":0.6,"NVDL":0.6,"AIQ":0.6,"IXN":0.6,"AMD":1.98,"ROM":0.6,"AMDG":0.6,"SNPE":0.6,"CHPX":0.6,"NVDO":0.6,"NVIW.SI":0.6,"SOXX":0.6,"NVYY":0.6,"07388":0.6,"AMDS":0.6,"AIPI":0.6,"GAMR":0.6,"VT":0.6,"07788":0.6,"CLSE":0.6,"ESUM":0.6,"LEGR":0.6,"NVDX":0.6,"USXF":0.6,"TTEQ":0.6,"TEK":0.6,"QQQA":0.6,"NVDA":1.91,"AMDY":0.6,"2NVD.UK":0.6,"NULC":0.6,"FAI":0.6,"NVDG":0.6,"NVDY":0.6,"ILDR":0.6}},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303333626191936,"gmtCreate":1715076316979,"gmtModify":1715076319239,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"迅速打脸","listText":"迅速打脸","text":"迅速打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303333626191936","repostId":"1158793160","repostType":2,"repost":{"id":"1158793160","kind":"news","pubTimestamp":1715073205,"share":"https://www.laohunote.com/m/news/1158793160?lang=zh_CN&edition=full","pubTime":"2024-05-07 17:13","market":"us","language":"zh","title":"法拉第未来：董事会并未考虑任命贾跃亭为联席CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1158793160","media":"新浪美股","summary":"贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。","content":"<html><head></head><body><p>5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b0179509a5ee00816751370cccc5135\" title=\"\" tg-width=\"550\" tg-height=\"241\"/></p><p style=\"text-align: start;\">今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。</p><p style=\"text-align: start;\">他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。</p><p style=\"text-align: start;\">对此，法拉第未来发表声明称：“本公司知悉，贾跃亭以个人身份而非本公司高级管理人员的身份，在社交媒体上发布了一段与本公司有关的视频。视频中的陈述尚未得到本公司的批准，任何此类陈述都不应归因于本公司。”</p><p style=\"text-align: start;\">“此外，虽然本公司理解该视频显示贾先生考虑在本公司董事会委任下担任联席CEO的可能性，并感谢他提供的服务，但目前本公司董事会并未考虑委任贾先生为联席CEO。”</p><p>截至发稿，法拉第未来盘前涨幅超9%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9045596ebf83a367e0fc68bda33f1438\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p></body></html>","source":"xlmg","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>法拉第未来：董事会并未考虑任命贾跃亭为联席CEO</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法拉第未来：董事会并未考虑任命贾跃亭为联席CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 17:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。对此，法拉第...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml\">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/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158793160","content_text":"5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。对此，法拉第未来发表声明称：“本公司知悉，贾跃亭以个人身份而非本公司高级管理人员的身份，在社交媒体上发布了一段与本公司有关的视频。视频中的陈述尚未得到本公司的批准，任何此类陈述都不应归因于本公司。”“此外，虽然本公司理解该视频显示贾先生考虑在本公司董事会委任下担任联席CEO的可能性，并感谢他提供的服务，但目前本公司董事会并未考虑委任贾先生为联席CEO。”截至发稿，法拉第未来盘前涨幅超9%。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242882425012240,"gmtCreate":1700318807856,"gmtModify":1700318808682,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$ &nbsp;</a>","text":"$Jumia Technologies AG(JMIA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242882425012240","isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217024047603752,"gmtCreate":1694007540557,"gmtModify":1694007585173,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>送颗子弹给JIA","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>送颗子弹给JIA","text":"$Faraday Future(FFIE)$ 送颗子弹给JIA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217024047603752","isVote":1,"tweetType":1,"viewCount":3908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182387478081688,"gmtCreate":1685536878672,"gmtModify":1685536880402,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"喷子而已，鄙视","listText":"喷子而已，鄙视","text":"喷子而已，鄙视","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182387478081688","repostId":"2339256503","repostType":2,"repost":{"id":"2339256503","kind":"news","pubTimestamp":1685513422,"share":"https://www.laohunote.com/m/news/2339256503?lang=zh_CN&edition=full","pubTime":"2023-05-31 14:10","market":"us","language":"zh","title":"提车先交全款220万元，贾跃亭的FF又一次花式延期交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2339256503","media":"第一财经","summary":"受新车开启交付预期的影响，截至美东时间5月30日收盘，Faraday Future（法拉第未来，下称“FF”）股价大涨13.64%至0.25美元。然而，5月31日的发布会恐怕让投资者再次失望。耗时1个","content":"<div>\n<p>受新车开启交付预期的影响，截至美东时间5月30日收盘，Faraday Future（法拉第未来，下称“FF”）股价大涨13.64%至0.25美元。然而，5月31日的发布会恐怕让投资者再次失望。耗时1个小时40分钟，今日的FF“终极发布会”并没有开启真正的用户交付。在这段时间内，FF回顾了从2014年成立至今9年走过的历程，公布了升级后的产品和技术架构、AI战略、生态产品、服务与销售，以及共创共享...</p>\n\n<a href=\"https://www.yicai.com/news/101770958.html\">网页链接</a>\n\n</div>\n","source":"dyvj","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>提车先交全款220万元，贾跃亭的FF又一次花式延期交付</title>\n<style 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href=\"https://www.yicai.com/news/101770958.html\">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/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{"BK4109":"特种化学制品","BK4099":"汽车制造商","FF":"FutureFuel Corporation","BK4555":"新能源车"},"source_url":"https://www.yicai.com/news/101770958.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2339256503","content_text":"受新车开启交付预期的影响，截至美东时间5月30日收盘，Faraday Future（法拉第未来，下称“FF”）股价大涨13.64%至0.25美元。然而，5月31日的发布会恐怕让投资者再次失望。耗时1个小时40分钟，今日的FF“终极发布会”并没有开启真正的用户交付。在这段时间内，FF回顾了从2014年成立至今9年走过的历程，公布了升级后的产品和技术架构、AI战略、生态产品、服务与销售，以及共创共享平台等方面。在交付方面，FF宣布，将开启分阶段交付，5月31日开启的只是第一阶段交付。在这一阶段，第一批行业专家FPO（未来主义者产品官）将全额支付FF首款量产车FF 91车辆的费用，以便预订车辆并接受车辆使用培训。在此次发布会上，FF创始人贾跃亭也首次公布了FF 91 2.0 Futurist Alliance的售价，高达30.9万美元（约合人民币220万元）。早在2021年7月，FF 91就已开启预定，当时公布的在中国市场和美国市场的预售价分别为200万元和20万美元。而FF今日所谓的“终极发布会”并不是普通大众眼中正式开启交付的仪式，而是“催”第一批用户交全款的仪式。而FF也将给第一批交全款的用户充分的“仪式感”，即参加一系列共创活动。FF 91交付计划的第二阶段是“FPO共创阶段”。在第二阶段，所有FPO将全额支付购车款并将拥有FF 91。FF 91交付计划的第三阶段是“全面共创交付”，在第三阶段，FF将向所有全额支付FF 91购车款的用户交付FF 91汽车。第三阶段才是FF真正的交付阶段，不过FF并没有透露第三阶段的具体开始时间，仅指出2023年底之前，FF都将专注于向美国市场交付FF 91。但资金紧缺的FF在交付上屡屡“跳票”，持续消磨消费者和市场的信心。按照FF此前计划，第一批生产的FF 91 Futurist Alliance限量300辆，计划于4月初下线，并于4月底交付。然而FF随后又称，新车交付时间或推迟到5月底，如今又玩起了“分阶段交付”的“文字游戏”。在资金方面，根据FF发布的最新财报，今年第一季度，FF实现净收入650万美元，亏损了1.531亿美元。自2014年成立至2022年年底，FF累计亏损已达34.35亿美元（约合人民币244亿元）。持续亏损之下，FF资金“告急”，截至2023年3月31日，FF持有现金仅3300万美元，其中包括150万美元的限制性现金。而充足的资金正是汽车量产交付的前提条件，或许这也是FF此次开发布会“催”用户交全款的主要原因。","news_type":1,"symbols_score_info":{"FFIE":0.9,"FF":0.9}},"isVote":1,"tweetType":1,"viewCount":5178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622124886,"gmtCreate":1675313317545,"gmtModify":1675314678017,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>目标价到10有可能吧？[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>目标价到10有可能吧？[开心]&nbsp;","text":"$Faraday Future(FFIE)$ 目标价到10有可能吧？[开心]","images":[{"img":"https://static.tigerbbs.com/8fe487aeab9e51fb94564bc5cd12d554","width":"1212","height":"2449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/622124886","isVote":1,"tweetType":1,"viewCount":13965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622124935,"gmtCreate":1675313190027,"gmtModify":1675314690011,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$ &nbsp;</a>谁能说说目标价位？","listText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$ &nbsp;</a>谁能说说目标价位？","text":"$Affirm Holdings, Inc.(AFRM)$ 谁能说说目标价位？","images":[{"img":"https://static.tigerbbs.com/f5106a1091d09419985c2366c173f442","width":"1212","height":"2449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622124935","isVote":1,"tweetType":1,"viewCount":4373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":621734829,"gmtCreate":1672648138861,"gmtModify":1672648140454,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621734829","repostId":"1137215289","repostType":2,"repost":{"id":"1137215289","kind":"news","pubTimestamp":1672629766,"share":"https://www.laohunote.com/m/news/1137215289?lang=zh_CN&edition=full","pubTime":"2023-01-02 11:22","market":"sh","language":"zh","title":"三位世纪投资大师的投资哲学","url":"https://stock-news.laohu8.com/highlight/detail?id=1137215289","media":"期货日报","summary":"有这样三位投资者，他们的投资生涯几乎横贯了整个20世纪，其中两人还沐浴过21世纪的曙光。他们经历了1929年的大崩盘，又经历了1987年的大恐慌以及1997年的下跌；他们三人加在一起，在熊市和牛市中拥","content":"<div>\n<p>有这样三位投资者，他们的投资生涯几乎横贯了整个20世纪，其中两人还沐浴过21世纪的曙光。他们经历了1929年的大崩盘，又经历了1987年的大恐慌以及1997年的下跌；他们三人加在一起，在熊市和牛市中拥有股票的经验超过200年。这三位投资者分别是菲利普·凯睿、菲利普·费雪以及罗伊·纽伯格。到1997年的时候，凯睿100岁、费雪90岁、纽伯格94岁。那时，你可以在他们各自的办公室里找到他们，而他们桌子...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/s-2BdqAXtKtUGrjI1TloGQ\">网页链接</a>\n\n</div>\n","source":"qhrb_stock","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>三位世纪投资大师的投资哲学</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三位世纪投资大师的投资哲学\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-02 11:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/s-2BdqAXtKtUGrjI1TloGQ><strong>期货日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有这样三位投资者，他们的投资生涯几乎横贯了整个20世纪，其中两人还沐浴过21世纪的曙光。他们经历了1929年的大崩盘，又经历了1987年的大恐慌以及1997年的下跌；他们三人加在一起，在熊市和牛市中拥有股票的经验超过200年。这三位投资者分别是菲利普·凯睿、菲利普·费雪以及罗伊·纽伯格。到1997年的时候，凯睿100岁、费雪90岁、纽伯格94岁。那时，你可以在他们各自的办公室里找到他们，而他们桌子...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/s-2BdqAXtKtUGrjI1TloGQ\">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/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/s-2BdqAXtKtUGrjI1TloGQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137215289","content_text":"有这样三位投资者，他们的投资生涯几乎横贯了整个20世纪，其中两人还沐浴过21世纪的曙光。他们经历了1929年的大崩盘，又经历了1987年的大恐慌以及1997年的下跌；他们三人加在一起，在熊市和牛市中拥有股票的经验超过200年。这三位投资者分别是菲利普·凯睿、菲利普·费雪以及罗伊·纽伯格。到1997年的时候，凯睿100岁、费雪90岁、纽伯格94岁。那时，你可以在他们各自的办公室里找到他们，而他们桌子旁边的同事可能是他们的曾孙。这三位世纪老人各自都写过书，凯睿著有《智慧》；费雪著有《怎样选择成长股》和《股市投资致富之道》；纽伯格著有《忠告》。这四本书都成为投资界中的不朽之作，历久而弥新。他们经历了无数个大大小小的熊市，对熊市十分亲密，现在，让我们倾听他们在熊市中的真言。凯睿活到101岁，出生于推出道琼斯指数的同一年(1884年)，一生经历了31次牛市、30次熊市、20次经济衰退以及大萧条时期。他1917年毕业于哈佛大学，并加入了哈佛商学院，在第一次世界大战末期驾驶着英国战机穿梭在法国上空，他的才智、亲切的微笑以及长期投资业绩给人们留下了深刻的印象。1927年凯睿来到纽约，加入一个公司。这个公司管理着一只共同基金，投资者为这只基金每股出价10美元，而作为公司内部的经济学家凯睿计算它最多值1美元。1929年大崩盘后，它每股最高不到1美元。伴随着市场的恐慌和崩溃，凯睿幸存了下来。他对1929年的经历记忆最为清晰。他认为，“1929年大崩盘与其说恐怖，不如说更加令人兴奋”。多数经济学家依然看多，坚信下跌只是短暂的，几乎没有人看到地平线上有任何阴云。可是到1932年，有四分之一的劳动力失去了工作。在快要绝望的情况下，凯睿发起了他的共同基金——先锋基金。50年后，先锋基金使其持有者富有，每年的复合收益率高达13%。当他离开先锋基金后，又自己管理着2.25亿美元的私人投资组合。在凯睿的投资生涯中，尽管他在大幅下跌中“减持”了一些股票，但他几乎总是看多。1987年道指一天下跌了500点，那天，他正在意大利演讲，他说，“他们想知道将会发生什么，我自己也不知道，我现在仍然不知道。”凯睿相信他不会比1997年道指在7000点时更悲观。“在我自己的投资组合里我没有为此做任何事，”他说，“如果股价下跌，投资组合也会下跌。我已经100岁了，随时都有可能失灵。如果我在熊市的底部失灵，将会节约很多遗产税。”对于凯睿先生的投资记录，伯克希尔韦公司受人尊敬的CEO沃伦巴菲特称赞他“创下了美国最好的长线投资纪录”。凯睿先生1927年率先倡导“价值投资”理念，第二年他就成立了全球第一只共同基金——先锋基金，在半个多世纪内，他所管理的这只基金取得了非凡的成就。凯睿先生主要投资那些利润持续增长、管理层乐于奉献的企业，他的这个投资方法仍被无数的专业投资人士所采用。凯睿总是让事情保持简单，他成立了一家卓越的公司，他所取得的投资成就依然受到当今世界的羡慕。凯睿总结了投机的“十二守则”一、持有的证券不要少于十种，涵盖的行业至少为五种。二、至少每半年重新评估所持有的每一种证券。三、至少把一半以上的资金放在能产生固定收益的证券上。四、分析任何股票时，把股息收益率列为最不重要的考虑因素。五、迅速认赔，不要急于获利了结。六、某些证券的资料不容易获得或公布的时间不确定，这部分证券的投入资金绝不能超过25%。七、对于“内线消息”，要像逃避瘟疫一样避之唯恐不及。八、勤于寻找事实，绝不寻求建议。九、不必理会评估证券的呆板公式。十、当股价处在高位、利率攀升、景气繁荣时，至少应该把一半的资金放在短期债券上。十一、尽量不要借钱，除非是股价处在低位、利率下降或走低、景气衰退。十二、拨出适当比例的资金，购买前景良好公司的股票和长期认股权。他说：“第十条规则是承认股市波动的循环性质，也是长期投机两派思潮的妥协。有些人认为长期投机者应该根据股市的长波段交易，设法在空头市场接近底部时购买股票，然后在多头市场接近最高点时卖掉全部持股，并把得到的钱放在短期证券中，等待另一次空头市场的买点。另一派人认为，应该购买健全的普通股长期持有，只有在一只股票的前景变差后才卖掉，转买其他更有希望的股票。理想的计划似乎应该在两个极端之间寻找折中点，虽然投机性投资人主要是想买到可能增值的股票，而不是对股市趋势本身有兴趣，但不能理所当然地忽视多头和空头市场的长期走势。多头市场经过相当程度的发展之后，一旦银根宽松的基础开始毁坏，投机者最好检视自己的持股，考虑处分其中大部分持股，这时绝对不可执着于证券当初的买进成本。”相比于凯睿，1907年生于三藩市的费雪，父母均是各自家中众多儿女中排行最小的，父亲是个医生。他与祖母特别亲近。小时候费雪就知道股票市场的存在以及股价变动带来的机会。这缘于费雪上小学时，有一天下课后去看望祖母，恰好一位伯父正与祖母谈论未来工商业的景气，以及股票可能受到的影响。费雪说：“一个全新的世界展开在我眼前。”两人虽然只讨论了10分钟，但是费雪却听得津津有味。不久，费雪就开始买卖股票。1920年代是美股狂热的年代，费雪亦赚到一点钱。然而他父亲对于其买卖股票的事情很不高兴，认为这只是赌博。一如他父亲所说，1929年，费雪被他所热衷的“赌博”困在谷底。这位后来被视为现代投资理论的开路先锋之一，成长股价值投资策略之父，教父级的投资大师，华尔街极受尊重和推崇的投资专家之一的人，在那一年，曾提交一份《25年来最严重的大空头市场将展开》的文章。这是他最令人赞叹的股市预测，可惜他看空做多。他说：“我免不了被股市的魅力所惑。于是我到处寻找一些还算便宜的股票，以及值得投资的对象，因为它们还没涨到位。”他投入几千美元到3只股票中。这3只股票均是低P／E股，一家是火车头公司，一家是广告看板公司，另一家是出租汽车公司。股市崩溃后，尽管费雪预测无线电股将暴跌，但是他持有的3只股票也好不了多少，到1932年，他的损失极为惨重。尽管这段经历让他相信在熊市中应该减轻仓位，但在这之后的60年中，他在所有的上涨和下跌中都保持满仓投资。他在90岁以后，依然是一个积极的管理者，有很多大客户。每年至少走访在其投资组合中的公司两次。他偏好于拥有6~9个公司，但是对于他拥有什么股票拒绝评论，因为他认为对于客户而言，无偿透露这些股票是不公平的。在1929年后费雪只有两次感觉到另一次大衰退即将到来。1987年，他在《福布斯》的专栏上发布了一次熊市警报。1997年，他说，我有一种感觉，今天我们正走的路就是1927~1929年之间的某个地方。“足够的人感到恐慌，因此我们还没有达到顶部，但是当我听到谈论关于现在是一个新时代，一个永久繁荣的高地，以及其他一些胡扯时，我感到不安。这和我在1929年大崩盘之后从另一个费雪那里听到的评论相同。”费雪的投资人十不原则一、不买处于创业阶段的公司。二、不要因为一只好股票未上市交易，就弃之不顾。三、不要因为你喜欢某公司年报的格调，就去买该公司的股票。四、不要因为一家公司的本益比高，便表示未来的盈余成长已大致反映在价格上。五、不要锱铢计较。六、不要过度强调分散投资。七、不要担心在战争阴影笼罩下买进股票。八、不要忘了你的吉尔伯特和沙利文。九、买进真正优秀的成长股时，除了考虑价格，不要忘了时机因素。十、不要随群众起舞。费雪说，股票投资，有时难免有些地方需要靠运气，但长期而言，好运、倒霉会相抵，想要持续成功，必须靠技能和运用良好的原则。根据费雪的原则架构，相信未来属于那些能够自律且肯付出心血的人。1903年出生于美国的纽伯格也是在1929年离开巴黎来到华尔街的。他是唯一同时在华尔街经历了1929年大萧条和1987年股市崩溃的人。初到华尔街的时候，他开始了在经纪商和交易员中的生活。当年3月份，买了自己的第一只股票，但他也卖空股票。当时他卖空的是美国广播公司（RCA）的股票，这只股票在1股分为5股前价格达到了574美元，并且没有什么原因会导致它过分修正股价。纽伯格找老一点的投资者寻找其解释，没有得到有启发的答案，人们都这样说，“我们正在进入一个广播的时代”。纽伯格预感到一旦推波助澜者获取利润将发生崩盘，最终这只股票的价格达到2美元。与此同时，纽伯格在卖空时赚取了利润。5个月后，当道指恢复其跌幅一半时，金融家和政治领袖们宣布这是一种反常情况，预测繁荣马上就会来临。纽伯格后来回忆道：“他们都错了。”纽伯格在这次大崩盘和后续结果中盈亏平衡，来自空头头寸的盈利与他来自多头头寸的亏损相等。1939年纽伯格创立了自己的公司。1950年创建低佣金的“保护者基金”，为美国开放式基金之父。在“95%的时间”纽伯格是看多的，只有偶尔会做空。同样的手法也发生在以后的投资岁月里。“我在1972~1973年后期对冲了我的投资组合，”纽伯格回忆说，1987年，“我在一轮可笑的价格上涨之后，对投资组合进行了对冲。”1997年，在经历了一轮可笑的上涨之后，“我又一次进行了对冲。在目前这个时点，我卖空股指期货，卖空微软，卖空可口可乐——这个世界上最受欢迎的饮料。”纽伯格解释说，1996年可口可乐销售仅增长3%，“我想不通人们为什么愿意支付42倍市盈率的价格。”但是他又说，“到目前为止，我在这件事上还是个傻瓜，我应该意识到全世界都对可口可乐上瘾。”纽伯格投资十大原则一、了解自己投资者的成功是建立在已有的知识和经验基础上的。你最好在自己熟悉的领域进行专业投资，如果你知之甚少，或者根本没有对公司及细节进行分析，你最好还是离它远点。在你真正成为一名投资者之前，你也应该检查一下身体和精神是否合格。好的身体是你做出明智判断的基础，不要低估它。二、向成功的投资者学习即使是成功的投资者，他们中的许多人也在本世纪末度过了一段艰难时期。我和他们中许多人交谈过，其中只有一小部分人相信，1996年在股票一涨再涨的情况下，他们还能把握市场的形势。三、“羊市”思维个人投资者对一只股票的影响，有时会让它上下浮动10个百分点，但那只是一瞬间，一般是一天，不会超过一个星期。这种市场即非牛市也非熊市。我称这样的市场为“羊市”。有时羊群会遭到杀戮，有时会被剪掉一身羊毛。有时可以幸运地逃脱，保住羊毛。“羊市”与时装业有些类似。时装大师设计新款时装，二流设计师仿制它，成千上万的人追赶它，所以裙子忽短忽长。四、坚持长线思维注重短线投资容易忽略长线投资的重要性。企业经常投入大量资金，进行长线投资，当然同时会有短期效应，如果短期效果占主导作用，那将危害公司的发展和前景。获利应建立在长线投资、有效管理、抓住机遇的基础上。如果安排好这些，短线投资就不会占主要地位。五、及时进退时机可能不能决定所有事情，但时机可以决定许多事情。本来可能是一个好的长线投资，但是如果在错误的时间买入，情况会很糟。有的时候，如果你适时购入一只高投机股票，你同样可以赚钱。优秀的证券分析人可以不追随市场大流而做得很好，但如果顺潮流而动，操作起来就更简单些。把握有利时机一部分是靠直觉，一部分却正相反。时机的选定要靠自己的独立思维。在经济运行中，升势可能在跌势中产生，衰退会从高潮开始。在有的时期，普通股票是最好的投资，但是在另一时期，也许房地产业是最好的。任何事情都在变，人们也要学会变。我完全不信会存在一个永久不变的产业。六、认真分析公司状况必须认真研究公司的管理状况、领导层、公司业绩以及公司目标，尤其需要认真分析公司真实的资产状况，包括：设备价值及每股净资产。这个概念在世纪初曾被广泛重视，但这之后几乎被遗忘了。如果你能控制一家公司的整体市价，你就可以从中获得更多的利润。七、不要陷入情网在这个充满冒险的世界里，因为存在着许多可能性，人们会痴迷于某种想法、某个人、某种理想。最后能使人痴迷的恐怕就算股票了。但它只是一张证明你对一家企业所有权的纸，它只是金钱的一种象征。八、投资多元化，但不做套头交易套头交易就是对一些股票做多头，对另一些股票做空头。专业人士在日常的市场利用套头交易回避风险，有时新入市做套头交易只是一场赌博。我不赞成这样做。但也没有法律禁止它。套头交易的确是现代股票的一项变革，一个世纪以前当你从纽约和伦敦市场购买同一种股票时，城市间的差价只是些微的。专家们从一个市场买进一只股票，又在另一个市场上卖掉它，虽然赚钱很少，但还是有盈利的。九、观察周围环境我所说的环境是指市场走向和整个世界的环境。你需要变通我给你的那些模式，以适应你所在的市场的运作。股票不分季节，按照日历投资是没有必要的。记住，对投资者来讲，任何时候都是冒险的。对享受人生和享受投资快乐的人来说，季节虽多变，但机会随时都有。十、不要墨守成规根据形势的变化改变自己的思维方式是有必要的。我的观点是，你应该主动根据经济、政治因素的变化而变化。至于技术上，有时我们可以控制，但有时却是在我们控制之外的。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688730581,"gmtCreate":1657843280648,"gmtModify":1704868434554,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3531803044490314","idStr":"3531803044490314"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/U/3570696025392112\">@名创优品 &nbsp;</a>有 &nbsp;0,,.00...............","text":"2@名创优品 有 0,,.00...............","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589322600441072","repostId":"2653720218","repostType":2,"repost":{"id":"2653720218","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":1784849099,"share":"https://www.laohunote.com/m/news/2653720218?lang=zh_CN&edition=full","pubTime":"2026-07-24 07:24","market":"us","language":"zh","title":"AMD密集“上新”押注2万亿AI计算市场，Helios全面生产、Venice性能领先英伟达20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653720218","media":"华尔街见闻","summary":"AMD同时释放出更为激进的竞争信号：公司称，基于新一代MI450系列加速器的Helios平台在部分关键指标上可以击败英伟达下一代Vera Rubin平台；新一代EPYC“Venice”服务器CPU的性能则较英伟达竞争产品高出约20%。苏姿丰还表示，Helios“正在全面生产中”，“客户对Helios的需求极其强劲”，料将三季度末开始出货，基于Venice的服务器系统预计将在今年第四季度陆续出现。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a>正试图通过从芯片到整机系统的“全栈式”产品布局，全面向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发起挑战，在万亿美元规模的AI计算市场中抢占市场份额。</p><p style=\"text-align: left;\">美东时间7月23日，AMD在旧金山举行的年度AI盛会Advancing AI 2026期间，CEO苏姿丰在主题演讲中公布了新一代Instinct AI加速器、EPYC“Venice”服务器CPU以及Helios机架级AI平台等一系列新品，并预计到2030年，整体计算市场规模将达到2万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/621f918c9c0646840ec4004d899060b2\" data-align=\"center\" tg-width=\"2560\" tg-height=\"1706\"/><span></span></p><p style=\"text-align: left;\">AMD同时释放出更为激进的竞争信号：公司称，基于新一代MI450系列加速器的Helios平台在部分关键指标上可以击败英伟达下一代Vera Rubin平台；新一代EPYC“Venice”服务器CPU的性能则较英伟达竞争产品高出约20%。</p><p style=\"text-align: left;\">苏姿丰还表示，Helios“正在全面生产中”，“客户对Helios的需求极其强劲”，料将三季度末开始出货，基于Venice的服务器系统预计将在今年第四季度陆续出现。</p><p style=\"text-align: left;\">不过，从股价即时反应看，市场并未完全买账。在发布新品及主题演讲期间，AMD股价跌幅扩大并刷新日低，日内跌近5%。在此之前，截至本周三收盘，AMD股价今年内累涨近160%，市场对这场发布会的预期已经被推至高位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/044af7f4fc0b0939f6a71d3b23f9b424\" data-align=\"center\" tg-width=\"1154\" tg-height=\"758\"/><span></span></p><h2 style=\"text-align: left;\">到2030年 预计AI加速器市场规模1.4万亿美元 数据中心CPU市场2200亿</h2><p style=\"text-align: left;\">苏姿丰此次演讲最引人关注的内容之一，是AMD对未来市场空间的重新定义。</p><p style=\"text-align: left;\">按照AMD的预测，到2030年，AI加速器市场规模将达到1.4万亿美元，数据中心CPU市场规模将达到2200亿美元，整体计算市场规模则将达到2万亿美元。</p><p style=\"text-align: left;\">这一判断背后的核心逻辑是，AI基础设施的需求已经不再局限于训练大型模型。随着推理、AI智能体以及企业级AI应用快速增长，数据中心对于GPU、CPU、内存、网络以及机架级系统的需求正在同步扩张。</p><p style=\"text-align: left;\">AMD在今年第一季度业绩中也曾表示，数据中心业务已经成为公司营收和利润增长的主要驱动力，随着推理和智能体AI带来新的计算需求，公司预计服务器业务增长将进一步加速。</p><p style=\"text-align: left;\">与过去单纯强调“GPU性能追赶英伟达”不同，AMD此次展示的是一套覆盖CPU、GPU、网络、软件和整机系统的完整AI基础设施方案。</p><p style=\"text-align: left;\">其中，Helios被视为AMD向英伟达整机级AI基础设施发起挑战的核心产品。</p><h2 style=\"text-align: left;\">MI450加持 Helios预计Q3末开始交付</h2><p style=\"text-align: left;\">AMD此次展示的Helios机架级AI平台，最多可以集成72颗MI400系列AI加速器。其中，MI455X是该系列中的高端产品，重点提升了内存带宽、推理性能以及性能成本比。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8499db390bac0d88bf855090cd5f45\" data-align=\"center\" tg-width=\"1333\" tg-height=\"1000\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，MI450 AI加速器是“业内速度最快”的产品之一，并强调公司正在全速生产Helios，系统即将开始出货。Helios预计将在2026年第三季度末开始交付。</p><p style=\"text-align: left;\">AMD还表示，Helios在部分性能指标上可以击败英伟达下一代Vera Rubin平台。媒体援引苏姿丰的说法称，AMD方面认为，Helios在AI推理等关键工作负载上的性能和效率具备竞争优势。</p><p style=\"text-align: left;\">这意味着，AMD的竞争目标已经从单颗GPU进一步上移至整套AI基础设施。</p><p style=\"text-align: left;\">英伟达近年来的竞争优势并不仅仅来自GPU本身，而是来自包括GPU、CPU、网络芯片、系统设计和CUDA软件生态在内的完整平台。AMD此次推出Helios，正是试图在机架级系统层面建立与英伟达AI服务器平台的直接竞争关系。</p><p style=\"text-align: left;\">而在客户方面，OpenAI高管Sachin Katti在AMD活动现场表示，OpenAI预计将“大规模”部署Helios，并直言：“如果你还没有听说，我需要更多算力，而且需要得更快。”</p><p style=\"text-align: left;\">此前，AMD还与<a href=\"https://laohu8.com/S/META\">Meta</a>达成了涉及6吉瓦AI基础设施的多年合作，首批部署将采用基于MI450架构的定制Instinct GPU、第六代EPYC“Venice”CPU以及Helios机架级架构。</p><h2 style=\"text-align: left;\">AMD称Venice CPU性能远超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>Xeon、领先英伟达Vera</h2><p style=\"text-align: left;\">如果说MI450和Helios是AMD挑战英伟达AI加速器和系统市场的核心，那么新一代EPYC“Venice”则是AMD巩固服务器CPU优势的关键产品。</p><p style=\"text-align: left;\">据报道，AMD此次展示的EPYC 9996采用Zen 6架构，最多拥有256个核心、最高1TB L3缓存，并支持16通道内存，最高频率超过5GHz。AMD称，其性能最多可达到英特尔同类Xeon产品的3.4倍，并较英伟达Vera CPU高出约20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f42545d1fe4c746906c6af7e28365b07\" data-align=\"center\" tg-width=\"1200\" tg-height=\"675\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，Venice带来了公司历史上幅度最大的服务器CPU代际性能提升，并强调其性能“遥遥领先”于基于<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构的竞争产品。</p><p style=\"text-align: left;\">更重要的是，Venice已经进入全面量产阶段，客户需求强劲，基于Venice的服务器系统预计将在今年第四季度出现。</p><p style=\"text-align: left;\">这也是AMD在AI基础设施竞争中的重要筹码。</p><p style=\"text-align: left;\">随着AI服务器越来越复杂，GPU并不是唯一的核心计算部件。大量AI推理、数据预处理以及通用计算任务仍然依赖CPU。对于大型云服务商和AI公司而言，GPU、CPU以及网络系统之间的协同效率，正在成为影响数据中心整体投资回报率的重要因素。</p><p style=\"text-align: left;\">因此，AMD试图通过“Venice+MI450+Helios”的组合，提供一套从通用计算到AI加速，再到机架级系统的完整解决方案。</p><h2 style=\"text-align: left;\">AMD的“第三条路”：从卖芯片转向卖AI基础设施</h2><p style=\"text-align: left;\">从产品路线来看，AMD正在逐渐摆脱过去“英伟达GPU的替代供应商”这一定位。</p><p style=\"text-align: left;\">AMD此前最主要的竞争方式，是依靠Instinct系列AI加速器，在性能和价格方面挑战英伟达。但随着AI基础设施的规模不断扩大，客户越来越关注的并非单颗芯片的峰值性能，而是整套系统的部署速度、能源效率、软件适配以及总拥有成本。</p><p style=\"text-align: left;\">Helios正是AMD对这一趋势的回应。</p><p style=\"text-align: left;\">AMD不仅提供MI450系列GPU，还将Venice CPU、Pensando网络产品、ROCm软件以及机架级系统整合到同一套平台中。此前公司也宣布，Helios将基于AMD与Meta通过开放计算项目共同开发的机架级架构，以便实现大规模AI基础设施部署。</p><p style=\"text-align: left;\">在客户层面，AMD正在快速扩展其AI基础设施阵营。</p><p style=\"text-align: left;\">除Meta和OpenAI外，AMD近期还与Anthropic达成了规模庞大的合作。按照双方公布的信息，Anthropic计划部署最多2吉瓦的AMD Instinct MI450系列GPU，首批1吉瓦部署预计于2027年上半年开始；AMD还计划对Anthropic进行最高50亿美元的股权投资。</p><p style=\"text-align: left;\">这意味着，AMD已经开始获得多家头部AI公司的大规模算力订单。</p><h2 style=\"text-align: left;\">真正的考验仍在英伟达之外</h2><p style=\"text-align: left;\">尽管AMD此次展示了强劲的产品路线图和客户需求，但市场的谨慎态度也说明，投资者并不满足于“性能领先”的发布会叙事。</p><p style=\"text-align: left;\">在AI芯片市场，英伟达的优势不仅体现在硬件性能，还包括CUDA软件生态、开发者基础、客户部署经验以及完整的系统供应链。AMD需要证明的，不仅是MI450或Helios在特定测试中的性能可以超过英伟达产品，更是能否在大规模实际部署中持续获得客户订单，并按时完成交付。</p><p style=\"text-align: left;\">这也是此次“Advancing AI 2026”释放出的最重要信号：AMD已经开始从“挑战英伟达的芯片公司”，转向“争夺AI基础设施市场份额的平台型公司”。</p><p style=\"text-align: left;\">苏姿丰押注的，是一个到2030年规模可能达到2万亿美元的计算市场。</p><p style=\"text-align: left;\">而随着OpenAI、Meta、Anthropic等头部AI公司持续扩大算力投资，AMD能否将MI450、Venice和Helios转化为持续增长的实际收入，将成为其真正挑战英伟达的关键。</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\" 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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密集“上新”押注2万亿AI计算市场，Helios全面生产、Venice性能领先英伟达20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-24 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a>正试图通过从芯片到整机系统的“全栈式”产品布局，全面向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发起挑战，在万亿美元规模的AI计算市场中抢占市场份额。</p><p style=\"text-align: left;\">美东时间7月23日，AMD在旧金山举行的年度AI盛会Advancing AI 2026期间，CEO苏姿丰在主题演讲中公布了新一代Instinct AI加速器、EPYC“Venice”服务器CPU以及Helios机架级AI平台等一系列新品，并预计到2030年，整体计算市场规模将达到2万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/621f918c9c0646840ec4004d899060b2\" data-align=\"center\" tg-width=\"2560\" tg-height=\"1706\"/><span></span></p><p style=\"text-align: left;\">AMD同时释放出更为激进的竞争信号：公司称，基于新一代MI450系列加速器的Helios平台在部分关键指标上可以击败英伟达下一代Vera Rubin平台；新一代EPYC“Venice”服务器CPU的性能则较英伟达竞争产品高出约20%。</p><p style=\"text-align: left;\">苏姿丰还表示，Helios“正在全面生产中”，“客户对Helios的需求极其强劲”，料将三季度末开始出货，基于Venice的服务器系统预计将在今年第四季度陆续出现。</p><p style=\"text-align: left;\">不过，从股价即时反应看，市场并未完全买账。在发布新品及主题演讲期间，AMD股价跌幅扩大并刷新日低，日内跌近5%。在此之前，截至本周三收盘，AMD股价今年内累涨近160%，市场对这场发布会的预期已经被推至高位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/044af7f4fc0b0939f6a71d3b23f9b424\" data-align=\"center\" tg-width=\"1154\" tg-height=\"758\"/><span></span></p><h2 style=\"text-align: left;\">到2030年 预计AI加速器市场规模1.4万亿美元 数据中心CPU市场2200亿</h2><p style=\"text-align: left;\">苏姿丰此次演讲最引人关注的内容之一，是AMD对未来市场空间的重新定义。</p><p style=\"text-align: left;\">按照AMD的预测，到2030年，AI加速器市场规模将达到1.4万亿美元，数据中心CPU市场规模将达到2200亿美元，整体计算市场规模则将达到2万亿美元。</p><p style=\"text-align: left;\">这一判断背后的核心逻辑是，AI基础设施的需求已经不再局限于训练大型模型。随着推理、AI智能体以及企业级AI应用快速增长，数据中心对于GPU、CPU、内存、网络以及机架级系统的需求正在同步扩张。</p><p style=\"text-align: left;\">AMD在今年第一季度业绩中也曾表示，数据中心业务已经成为公司营收和利润增长的主要驱动力，随着推理和智能体AI带来新的计算需求，公司预计服务器业务增长将进一步加速。</p><p style=\"text-align: left;\">与过去单纯强调“GPU性能追赶英伟达”不同，AMD此次展示的是一套覆盖CPU、GPU、网络、软件和整机系统的完整AI基础设施方案。</p><p style=\"text-align: left;\">其中，Helios被视为AMD向英伟达整机级AI基础设施发起挑战的核心产品。</p><h2 style=\"text-align: left;\">MI450加持 Helios预计Q3末开始交付</h2><p style=\"text-align: left;\">AMD此次展示的Helios机架级AI平台，最多可以集成72颗MI400系列AI加速器。其中，MI455X是该系列中的高端产品，重点提升了内存带宽、推理性能以及性能成本比。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8499db390bac0d88bf855090cd5f45\" data-align=\"center\" tg-width=\"1333\" tg-height=\"1000\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，MI450 AI加速器是“业内速度最快”的产品之一，并强调公司正在全速生产Helios，系统即将开始出货。Helios预计将在2026年第三季度末开始交付。</p><p style=\"text-align: left;\">AMD还表示，Helios在部分性能指标上可以击败英伟达下一代Vera Rubin平台。媒体援引苏姿丰的说法称，AMD方面认为，Helios在AI推理等关键工作负载上的性能和效率具备竞争优势。</p><p style=\"text-align: left;\">这意味着，AMD的竞争目标已经从单颗GPU进一步上移至整套AI基础设施。</p><p style=\"text-align: left;\">英伟达近年来的竞争优势并不仅仅来自GPU本身，而是来自包括GPU、CPU、网络芯片、系统设计和CUDA软件生态在内的完整平台。AMD此次推出Helios，正是试图在机架级系统层面建立与英伟达AI服务器平台的直接竞争关系。</p><p style=\"text-align: left;\">而在客户方面，OpenAI高管Sachin Katti在AMD活动现场表示，OpenAI预计将“大规模”部署Helios，并直言：“如果你还没有听说，我需要更多算力，而且需要得更快。”</p><p style=\"text-align: left;\">此前，AMD还与<a href=\"https://laohu8.com/S/META\">Meta</a>达成了涉及6吉瓦AI基础设施的多年合作，首批部署将采用基于MI450架构的定制Instinct GPU、第六代EPYC“Venice”CPU以及Helios机架级架构。</p><h2 style=\"text-align: left;\">AMD称Venice CPU性能远超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>Xeon、领先英伟达Vera</h2><p style=\"text-align: left;\">如果说MI450和Helios是AMD挑战英伟达AI加速器和系统市场的核心，那么新一代EPYC“Venice”则是AMD巩固服务器CPU优势的关键产品。</p><p style=\"text-align: left;\">据报道，AMD此次展示的EPYC 9996采用Zen 6架构，最多拥有256个核心、最高1TB L3缓存，并支持16通道内存，最高频率超过5GHz。AMD称，其性能最多可达到英特尔同类Xeon产品的3.4倍，并较英伟达Vera CPU高出约20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f42545d1fe4c746906c6af7e28365b07\" data-align=\"center\" tg-width=\"1200\" tg-height=\"675\"/><span></span></p><p style=\"text-align: left;\">苏姿丰在演讲中表示，Venice带来了公司历史上幅度最大的服务器CPU代际性能提升，并强调其性能“遥遥领先”于基于<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构的竞争产品。</p><p style=\"text-align: left;\">更重要的是，Venice已经进入全面量产阶段，客户需求强劲，基于Venice的服务器系统预计将在今年第四季度出现。</p><p style=\"text-align: left;\">这也是AMD在AI基础设施竞争中的重要筹码。</p><p style=\"text-align: left;\">随着AI服务器越来越复杂，GPU并不是唯一的核心计算部件。大量AI推理、数据预处理以及通用计算任务仍然依赖CPU。对于大型云服务商和AI公司而言，GPU、CPU以及网络系统之间的协同效率，正在成为影响数据中心整体投资回报率的重要因素。</p><p style=\"text-align: left;\">因此，AMD试图通过“Venice+MI450+Helios”的组合，提供一套从通用计算到AI加速，再到机架级系统的完整解决方案。</p><h2 style=\"text-align: left;\">AMD的“第三条路”：从卖芯片转向卖AI基础设施</h2><p style=\"text-align: left;\">从产品路线来看，AMD正在逐渐摆脱过去“英伟达GPU的替代供应商”这一定位。</p><p style=\"text-align: left;\">AMD此前最主要的竞争方式，是依靠Instinct系列AI加速器，在性能和价格方面挑战英伟达。但随着AI基础设施的规模不断扩大，客户越来越关注的并非单颗芯片的峰值性能，而是整套系统的部署速度、能源效率、软件适配以及总拥有成本。</p><p style=\"text-align: left;\">Helios正是AMD对这一趋势的回应。</p><p style=\"text-align: left;\">AMD不仅提供MI450系列GPU，还将Venice CPU、Pensando网络产品、ROCm软件以及机架级系统整合到同一套平台中。此前公司也宣布，Helios将基于AMD与Meta通过开放计算项目共同开发的机架级架构，以便实现大规模AI基础设施部署。</p><p style=\"text-align: left;\">在客户层面，AMD正在快速扩展其AI基础设施阵营。</p><p style=\"text-align: left;\">除Meta和OpenAI外，AMD近期还与Anthropic达成了规模庞大的合作。按照双方公布的信息，Anthropic计划部署最多2吉瓦的AMD Instinct MI450系列GPU，首批1吉瓦部署预计于2027年上半年开始；AMD还计划对Anthropic进行最高50亿美元的股权投资。</p><p style=\"text-align: left;\">这意味着，AMD已经开始获得多家头部AI公司的大规模算力订单。</p><h2 style=\"text-align: left;\">真正的考验仍在英伟达之外</h2><p style=\"text-align: left;\">尽管AMD此次展示了强劲的产品路线图和客户需求，但市场的谨慎态度也说明，投资者并不满足于“性能领先”的发布会叙事。</p><p style=\"text-align: left;\">在AI芯片市场，英伟达的优势不仅体现在硬件性能，还包括CUDA软件生态、开发者基础、客户部署经验以及完整的系统供应链。AMD需要证明的，不仅是MI450或Helios在特定测试中的性能可以超过英伟达产品，更是能否在大规模实际部署中持续获得客户订单，并按时完成交付。</p><p style=\"text-align: left;\">这也是此次“Advancing AI 2026”释放出的最重要信号：AMD已经开始从“挑战英伟达的芯片公司”，转向“争夺AI基础设施市场份额的平台型公司”。</p><p style=\"text-align: left;\">苏姿丰押注的，是一个到2030年规模可能达到2万亿美元的计算市场。</p><p style=\"text-align: left;\">而随着OpenAI、Meta、Anthropic等头部AI公司持续扩大算力投资，AMD能否将MI450、Venice和Helios转化为持续增长的实际收入，将成为其真正挑战英伟达的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e910a0d7e1da6d4a41f6d581ee31760f","relate_stocks":{"WUGI":"AXS Esoterica NextG Economy ETF","EFIV":"SPDR S&P 500 ESG ETF","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) 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数据中心CPU市场2200亿苏姿丰此次演讲最引人关注的内容之一，是AMD对未来市场空间的重新定义。按照AMD的预测，到2030年，AI加速器市场规模将达到1.4万亿美元，数据中心CPU市场规模将达到2200亿美元，整体计算市场规模则将达到2万亿美元。这一判断背后的核心逻辑是，AI基础设施的需求已经不再局限于训练大型模型。随着推理、AI智能体以及企业级AI应用快速增长，数据中心对于GPU、CPU、内存、网络以及机架级系统的需求正在同步扩张。AMD在今年第一季度业绩中也曾表示，数据中心业务已经成为公司营收和利润增长的主要驱动力，随着推理和智能体AI带来新的计算需求，公司预计服务器业务增长将进一步加速。与过去单纯强调“GPU性能追赶英伟达”不同，AMD此次展示的是一套覆盖CPU、GPU、网络、软件和整机系统的完整AI基础设施方案。其中，Helios被视为AMD向英伟达整机级AI基础设施发起挑战的核心产品。MI450加持 Helios预计Q3末开始交付AMD此次展示的Helios机架级AI平台，最多可以集成72颗MI400系列AI加速器。其中，MI455X是该系列中的高端产品，重点提升了内存带宽、推理性能以及性能成本比。苏姿丰在演讲中表示，MI450 AI加速器是“业内速度最快”的产品之一，并强调公司正在全速生产Helios，系统即将开始出货。Helios预计将在2026年第三季度末开始交付。AMD还表示，Helios在部分性能指标上可以击败英伟达下一代Vera Rubin平台。媒体援引苏姿丰的说法称，AMD方面认为，Helios在AI推理等关键工作负载上的性能和效率具备竞争优势。这意味着，AMD的竞争目标已经从单颗GPU进一步上移至整套AI基础设施。英伟达近年来的竞争优势并不仅仅来自GPU本身，而是来自包括GPU、CPU、网络芯片、系统设计和CUDA软件生态在内的完整平台。AMD此次推出Helios，正是试图在机架级系统层面建立与英伟达AI服务器平台的直接竞争关系。而在客户方面，OpenAI高管Sachin Katti在AMD活动现场表示，OpenAI预计将“大规模”部署Helios，并直言：“如果你还没有听说，我需要更多算力，而且需要得更快。”此前，AMD还与Meta达成了涉及6吉瓦AI基础设施的多年合作，首批部署将采用基于MI450架构的定制Instinct GPU、第六代EPYC“Venice”CPU以及Helios机架级架构。AMD称Venice CPU性能远超英特尔Xeon、领先英伟达Vera如果说MI450和Helios是AMD挑战英伟达AI加速器和系统市场的核心，那么新一代EPYC“Venice”则是AMD巩固服务器CPU优势的关键产品。据报道，AMD此次展示的EPYC 9996采用Zen 6架构，最多拥有256个核心、最高1TB L3缓存，并支持16通道内存，最高频率超过5GHz。AMD称，其性能最多可达到英特尔同类Xeon产品的3.4倍，并较英伟达Vera CPU高出约20%。苏姿丰在演讲中表示，Venice带来了公司历史上幅度最大的服务器CPU代际性能提升，并强调其性能“遥遥领先”于基于Arm架构的竞争产品。更重要的是，Venice已经进入全面量产阶段，客户需求强劲，基于Venice的服务器系统预计将在今年第四季度出现。这也是AMD在AI基础设施竞争中的重要筹码。随着AI服务器越来越复杂，GPU并不是唯一的核心计算部件。大量AI推理、数据预处理以及通用计算任务仍然依赖CPU。对于大型云服务商和AI公司而言，GPU、CPU以及网络系统之间的协同效率，正在成为影响数据中心整体投资回报率的重要因素。因此，AMD试图通过“Venice+MI450+Helios”的组合，提供一套从通用计算到AI加速，再到机架级系统的完整解决方案。AMD的“第三条路”：从卖芯片转向卖AI基础设施从产品路线来看，AMD正在逐渐摆脱过去“英伟达GPU的替代供应商”这一定位。AMD此前最主要的竞争方式，是依靠Instinct系列AI加速器，在性能和价格方面挑战英伟达。但随着AI基础设施的规模不断扩大，客户越来越关注的并非单颗芯片的峰值性能，而是整套系统的部署速度、能源效率、软件适配以及总拥有成本。Helios正是AMD对这一趋势的回应。AMD不仅提供MI450系列GPU，还将Venice CPU、Pensando网络产品、ROCm软件以及机架级系统整合到同一套平台中。此前公司也宣布，Helios将基于AMD与Meta通过开放计算项目共同开发的机架级架构，以便实现大规模AI基础设施部署。在客户层面，AMD正在快速扩展其AI基础设施阵营。除Meta和OpenAI外，AMD近期还与Anthropic达成了规模庞大的合作。按照双方公布的信息，Anthropic计划部署最多2吉瓦的AMD Instinct MI450系列GPU，首批1吉瓦部署预计于2027年上半年开始；AMD还计划对Anthropic进行最高50亿美元的股权投资。这意味着，AMD已经开始获得多家头部AI公司的大规模算力订单。真正的考验仍在英伟达之外尽管AMD此次展示了强劲的产品路线图和客户需求，但市场的谨慎态度也说明，投资者并不满足于“性能领先”的发布会叙事。在AI芯片市场，英伟达的优势不仅体现在硬件性能，还包括CUDA软件生态、开发者基础、客户部署经验以及完整的系统供应链。AMD需要证明的，不仅是MI450或Helios在特定测试中的性能可以超过英伟达产品，更是能否在大规模实际部署中持续获得客户订单，并按时完成交付。这也是此次“Advancing AI 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17:13","market":"us","language":"zh","title":"法拉第未来：董事会并未考虑任命贾跃亭为联席CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1158793160","media":"新浪美股","summary":"贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。","content":"<html><head></head><body><p>5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b0179509a5ee00816751370cccc5135\" title=\"\" tg-width=\"550\" tg-height=\"241\"/></p><p style=\"text-align: start;\">今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。</p><p style=\"text-align: start;\">他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。</p><p style=\"text-align: start;\">对此，法拉第未来发表声明称：“本公司知悉，贾跃亭以个人身份而非本公司高级管理人员的身份，在社交媒体上发布了一段与本公司有关的视频。视频中的陈述尚未得到本公司的批准，任何此类陈述都不应归因于本公司。”</p><p style=\"text-align: start;\">“此外，虽然本公司理解该视频显示贾先生考虑在本公司董事会委任下担任联席CEO的可能性，并感谢他提供的服务，但目前本公司董事会并未考虑委任贾先生为联席CEO。”</p><p>截至发稿，法拉第未来盘前涨幅超9%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9045596ebf83a367e0fc68bda33f1438\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p></body></html>","source":"xlmg","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>法拉第未来：董事会并未考虑任命贾跃亭为联席CEO</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法拉第未来：董事会并未考虑任命贾跃亭为联席CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 17:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。对此，法拉第...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml\">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/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158793160","content_text":"5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。对此，法拉第未来发表声明称：“本公司知悉，贾跃亭以个人身份而非本公司高级管理人员的身份，在社交媒体上发布了一段与本公司有关的视频。视频中的陈述尚未得到本公司的批准，任何此类陈述都不应归因于本公司。”“此外，虽然本公司理解该视频显示贾先生考虑在本公司董事会委任下担任联席CEO的可能性，并感谢他提供的服务，但目前本公司董事会并未考虑委任贾先生为联席CEO。”截至发稿，法拉第未来盘前涨幅超9%。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242882425012240,"gmtCreate":1700318807856,"gmtModify":1700318808682,"author":{"id":"3531803044490314","authorId":"3531803044490314","name":"JALY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531803044490314","authorIdStr":"3531803044490314"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$ &nbsp;</a>","text":"$Jumia Technologies AG(JMIA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242882425012240","isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}