牛cow的个人主页 - 老虎社区

牛cow

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IP属地：江苏

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2025-01-27

$英伟达(NVDA)$ 一切都是为了做空英伟达系的小作文

02-02

$闪迪(SNDK)$ 美股就是美股!

2024-10-15

$三倍做空富时中国ETF-Direxion(YANG)$ 现在做空等于找死

03-30

$兆易创新(03986)$ 膜拜

03-26

想想这么好自己怎么不想用呢？

谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用存储概念股应声下跌闪迪(SNDK.US)一度跌8%

02-26

$兆易创新(03986)$ 带带你的大A难兄难弟

02-04

$兆易创新(03986)$ 比A股强太多! 牛🐮🐮🐮🐮

2024-12-03

傻子媒体

突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台

2024-12-03

傻子媒体

突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台

2024-09-05

$英伟达(NVDA)$ 呵呵每次想拉低股价就发反垄断调查的消息

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膜拜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548224090022048","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546699651666360,"gmtCreate":1774496324723,"gmtModify":1774496327321,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"想想这么好自己怎么不想用呢？","listText":"想想这么好自己怎么不想用呢？","text":"想想这么好自己怎么不想用呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546699651666360","repostId":"2622607755","repostType":2,"repost":{"id":"2622607755","kind":"news","pubTimestamp":1774449343,"share":"https://www.laohu8.com/m/news/2622607755?lang=zh_CN&edition=full","pubTime":"2026-03-25 22:35","market":"hk","language":"zh","title":"谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用 存储概念股应声下跌 闪迪(SNDK.US)一度跌8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622607755","media":"智通财经","summary":"谷歌近日发布一系列新算法，旨在显著降低大语言模型及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。美光科技股价一度下跌约4%，西部数据一度下跌约4.4%，希捷科技一度下跌约5.6%，而闪迪跌幅一度达8%。谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。","content":"<html><body><p>随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩效率，解决<a href=\"https://laohu8.com/S/02086\">高维</a>数据处理带来的内存负担；Johnson-Lindenstrauss变换则通过数学降维技术，在保持数据关系不变的前提下大幅缩减数据规模，实现“零额外内存开销”的高效表达；PolarQuant则利用极坐标映射，将数据投射到固定结构中，从而跳过传统数据归一化步骤，进一步降低资源消耗。</p><p>智通财经APP获悉，谷歌研究科学家Amir Zandieh与公司副总裁兼资深研究员Vahab Mirrokni表示，随着AI在大语言模型与语义搜索等场景中的广泛应用，底层向量量化技术的重要性将持续提升。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。</p><p>受此消息影响，存储与硬盘相关公司股价在周三早盘普遍下跌。<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)股价一度下跌约4%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)一度下跌约4.4%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX.US)一度下跌约5.6%，而<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)跌幅一度达8%。市场担忧，若AI模型对内存依赖下降，可能削弱对存储芯片与硬盘产品的长期需求。</p><p>与此同时，闪迪还宣布已与半导体公司Nanya Technology达成私募认购协议，将进行股权投资，显示行业内部仍在加快整合与布局。</p><p>谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。分析人士认为，若相关技术得到广泛应用，可能对AI硬件需求结构产生深远影响，进而重塑存储行业的增长逻辑。</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\" 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href=http://www.zhitongcaijing.com/content/detail/1419094.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。谷歌(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。谷歌此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1419094.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":{"IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","BK4534":"瑞士信贷持仓","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE 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22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 2月7日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团副总裁颜乔在朋友圈表示：“同为中国杭州企业，我们为DeepSeek鼓掌，但是外界流传阿里投资DeepSeek的信息是假消息。”</p><p>此前，有传言称阿里巴巴计划以100亿美元的估值投资10亿美元，收购DeepSeek的10%股份。双方团队目前正就具体执行细节进行沟通，阿里云将作为DeepSeek的第一推理算力选择提供方。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"285213","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509705749","content_text":"金吾财讯 | 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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市场消息：阿里计划10亿美金投DeepSeek\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\">2025-02-07 18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月7日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股盘前短线拉升，现涨超6%。据传，阿里投资计划以100亿美元的估值，投资10亿美元，认购DeepSeek 10%的股权，目前双方团队正在沟通具体执行细节。阿里云将作为第一推理算力选择。两家杭州本地企业迎来强强联手。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06a220bf0df10054ebcca818aaedaeac\" tg-width=\"862\" tg-height=\"838\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4575":"芯片概念","09988":"阿里巴巴-W","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK4558":"双十一","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BABA":"阿里巴巴","BK4534":"瑞士信贷持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4554":"元宇宙及AR概念","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4531":"中概回港概念","LU1046421795.USD":"富达环球科技A-ACC","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103792759","content_text":"2月7日，阿里巴巴美股盘前短线拉升，现涨超6%。据传，阿里投资计划以100亿美元的估值，投资10亿美元，认购DeepSeek 10%的股权，目前双方团队正在沟通具体执行细节。阿里云将作为第一推理算力选择。两家杭州本地企业迎来强强联手。","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":2235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398574297497864,"gmtCreate":1738330875374,"gmtModify":1738330877335,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"放pi，看看成交量那么大是散户买的吗","listText":"放pi，看看成交量那么大是散户买的吗","text":"放pi，看看成交量那么大是散户买的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398574297497864","repostId":"2507570954","repostType":2,"repost":{"id":"2507570954","kind":"news","pubTimestamp":1738325441,"share":"https://www.laohu8.com/m/news/2507570954?lang=zh_CN&edition=full","pubTime":"2025-01-31 20:10","market":"hk","language":"zh","title":"两天狂买9亿美元，散户抄底英伟达！","url":"https://stock-news.laohu8.com/highlight/detail?id=2507570954","media":"华尔街见闻","summary":"散户交易平台上英伟达的买单相对卖单的比例“令人震惊”，分析师称：“我从未见过如此大的交易失衡。”相比之下，机构投资者大举抛售。","content":"<html><body><p>DeepSeek引发的科技股下跌，被散户视为抄底良机。</p>\n<p>根据数据提供商Vandatrack的统计，本周前两天，散户投资者对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股票的净买入额达到了惊人的9亿美元。其中，周一的净买入额高达5.62亿美元，创下历史新高，周二则为3.6亿美元。</p>\n<p>Interactive Brokers首席策略师Steve Sosnick表示，周一平台上英伟达的买单相对卖单的比例“令人震惊”，他称：“我从未见过如此大的交易失衡。”</p>\n<div>\n<h2>AI热潮持续，散户看好长期前景</h2>\n</div>\n<p>尽管中国DeepSeek公司宣称以更低成本开发出与美国领先企业OpenAI相当的AI模型，引发市场对高端芯片需求的担忧，但散户投资者似乎并不畏惧。</p>\n<p>在<a href=\"https://laohu8.com/S/RDDT\">Reddit</a>等社交平台上，不少散户投资者将英伟达股价下跌视为“杰文斯悖论带来的买入机会”。有投资者表示：“AI并未放缓，而是在扩张。英伟达仍然是行业的支柱，这次下跌对长期投资者来说是一个买入机会。”</p>\n<div>\n<h2>主流券商观察到AI相关股票交易活跃</h2>\n</div>\n<p>美国最大的零售经纪商<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>（Charles Schwab）表示，他们观察到包括英伟达在内的AI相关股票买入活动增加。在线交易平台<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>的首席经纪官Steve Quirk也表示：“我们看到客户在买入英伟达股票……他们倾向于抓住机会买入自己喜欢的股票。”</p>\n<p>Robinhood还表示，周日晚间随着AI股票抛售开始加剧，公司经历了仅次于美国总统大选当晚的第二高隔夜交易量。</p>\n<div>\n<h2>对比：机构投资者大举抛售</h2>\n</div>\n<p>与散户投资者的热情相反，之前大量持有英伟达股票的对冲基金成为周一最大的卖家。野村证券衍生品策略师Charlie McElligott估计，周一英伟达的交易量约占美国现金股票交易名义价值的10%。</p>\n<p>这种机构抛售、散户抄底的对比，凸显了不同类型投资者对英伟达和AI行业前景判断的分歧。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>两天狂买9亿美元，散户抄底英伟达！</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两天狂买9亿美元，散户抄底英伟达！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 20:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740252><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DeepSeek引发的科技股下跌，被散户视为抄底良机。\n根据数据提供商Vandatrack的统计，本周前两天，散户投资者对英伟达股票的净买入额达到了惊人的9亿美元。其中，周一的净买入额高达5.62亿美元，创下历史新高，周二则为3.6亿美元。\nInteractive Brokers首席策略师Steve Sosnick表示，周一平台上英伟达的买单相对卖单的比例“令人震惊”，他称：“我从未见过如此大的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740252\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/2dc0fa76-fc39-4f4b-9001-922c0e31f05f.jpeg","relate_stocks":{"2NVD.UK":"2X NVIDIA ETP","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4567":"ESG概念","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4503":"景林资产持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","NVDU":"2倍做多NVDA ETF-Direxion","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","3NVD.UK":"LS 3X NVIDIA","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","NVIW.SI":"NVDA 3xLongSG261006","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"https://wallstreetcn.com/articles/3740252","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507570954","content_text":"DeepSeek引发的科技股下跌，被散户视为抄底良机。\n根据数据提供商Vandatrack的统计，本周前两天，散户投资者对英伟达股票的净买入额达到了惊人的9亿美元。其中，周一的净买入额高达5.62亿美元，创下历史新高，周二则为3.6亿美元。\nInteractive Brokers首席策略师Steve Sosnick表示，周一平台上英伟达的买单相对卖单的比例“令人震惊”，他称：“我从未见过如此大的交易失衡。”\n\nAI热潮持续，散户看好长期前景\n\n尽管中国DeepSeek公司宣称以更低成本开发出与美国领先企业OpenAI相当的AI模型，引发市场对高端芯片需求的担忧，但散户投资者似乎并不畏惧。\n在Reddit等社交平台上，不少散户投资者将英伟达股价下跌视为“杰文斯悖论带来的买入机会”。有投资者表示：“AI并未放缓，而是在扩张。英伟达仍然是行业的支柱，这次下跌对长期投资者来说是一个买入机会。”\n\n主流券商观察到AI相关股票交易活跃\n\n美国最大的零售经纪商嘉信理财（Charles Schwab）表示，他们观察到包括英伟达在内的AI相关股票买入活动增加。在线交易平台Robinhood的首席经纪官Steve Quirk也表示：“我们看到客户在买入英伟达股票……他们倾向于抓住机会买入自己喜欢的股票。”\nRobinhood还表示，周日晚间随着AI股票抛售开始加剧，公司经历了仅次于美国总统大选当晚的第二高隔夜交易量。\n\n对比：机构投资者大举抛售\n\n与散户投资者的热情相反，之前大量持有英伟达股票的对冲基金成为周一最大的卖家。野村证券衍生品策略师Charlie McElligott估计，周一英伟达的交易量约占美国现金股票交易名义价值的10%。\n这种机构抛售、散户抄底的对比，凸显了不同类型投资者对英伟达和AI行业前景判断的分歧。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398540744016416,"gmtCreate":1738322157108,"gmtModify":1738322159286,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"ds有多少英伟达芯片你知道吗","listText":"ds有多少英伟达芯片你知道吗","text":"ds有多少英伟达芯片你知道吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398540744016416","isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397083018866776,"gmtCreate":1737966554744,"gmtModify":1737966556178,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 一切都是为了做空英伟达系的小作文","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 一切都是为了做空英伟达系的小作文","text":"$英伟达(NVDA)$ 一切都是为了做空英伟达系的小作文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397083018866776","isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377605879697672,"gmtCreate":1733219185406,"gmtModify":1733219734036,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"傻子媒体","listText":"傻子媒体","text":"傻子媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377605879697672","repostId":"2488999878","repostType":2,"repost":{"id":"2488999878","kind":"news","pubTimestamp":1733213820,"share":"https://www.laohu8.com/m/news/2488999878?lang=zh_CN&edition=full","pubTime":"2024-12-03 16:17","market":"other","language":"zh","title":"突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台","url":"https://stock-news.laohu8.com/highlight/detail?id=2488999878","media":"媒体滚动","summary":"　　当地时间周一，英特尔宣布，首席执行官帕特·基辛格于12月1日退休，并辞去公司董事会职务。　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。","content":"<html><body><div>\n<p>　　来源：华夏时报</p>\n<p>　　当地时间周一（12月2日），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。</p>\n<p>　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">帕特·基辛格“被迫”离职</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">股价一度上涨近6%</font></p>\n<p>　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”</p>\n<p>　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。</p>\n<p>　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，<font cms-style=\"strong-Bold\">英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，并对他的复苏计划缺乏信心。</font></p>\n<p>　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。</p>\n<p>　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">曾当选“全美最佳CEO”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">在动荡期回归<font cms-style=\"strong-Bold align-Center color240\">英特尔</font></font></p>\n<p>　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。</p>\n<p>　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。</p>\n<p>　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。</p>\n<p>　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。</p>\n<p>　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。</p>\n<p>　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。</p>\n<p>　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。</p>\n<p>　　一方面，在与<a href=\"https://laohu8.com/S/QCOM\">高通</a>的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。</p>\n<p>　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">从行业巨头到“昔日王者”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center\"><font cms-style=\"strong-Bold align-Center color240\">今年以来英特尔股价下跌了约50%</font></font><font cms-style=\"align-Center color240\"></font></p>\n<p>　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。</p>\n<p>　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。</p>\n<p>　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。</p>\n<p>　　与此同时，英特尔的业绩持续受到外界质疑。<font cms-style=\"strong-Bold\">2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。</font>对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。<font cms-style=\"strong-Bold\">财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。</font></p>\n<p>　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。</p>\n<p>　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。</p>\n<p>　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。</p>\n<p>　　来源：财联社、界面新闻、上海证券报、第一财经</p>\n<p>　　▪</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王若云 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台</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突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 16:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：华夏时报\n　　当地时间周一（12月2日），英特尔宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。\n　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。\n　　帕特·基辛格“被迫”离职\n...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"2NVD.UK":"2X NVIDIA ETP","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4503":"景林资产持仓","NVD":"2倍做空NVDA ETF-GraniteShares","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDX":"2倍做多NVDA ETF-T-Rex","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES 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ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0444971666.USD":"天利全球科技基金","BK4543":"AI","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4527":"明星科技股","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2488999878","content_text":"来源：华夏时报\n　　当地时间周一（12月2日），英特尔宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。\n　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。\n　　帕特·基辛格“被迫”离职\n　　股价一度上涨近6%\n　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”\n　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。\n　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶英伟达，并对他的复苏计划缺乏信心。\n　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。\n　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。\n　　曾当选“全美最佳CEO”\n　　在动荡期回归英特尔\n　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。\n　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。\n　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。\n　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。\n　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。\n　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。\n　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。\n　　一方面，在与高通的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于台积电、三星。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。\n　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。\n　　从行业巨头到“昔日王者”\n　　今年以来英特尔股价下跌了约50%\n　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。\n　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。\n　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。\n　　与此同时，英特尔的业绩持续受到外界质疑。2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。\n　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。\n　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。\n　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。\n　　来源：财联社、界面新闻、上海证券报、第一财经\n　　▪\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVDX":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":2912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377605720347008,"gmtCreate":1733219149618,"gmtModify":1733219735777,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"傻子媒体","listText":"傻子媒体","text":"傻子媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377605720347008","repostId":"2488999878","repostType":2,"repost":{"id":"2488999878","kind":"news","pubTimestamp":1733213820,"share":"https://www.laohu8.com/m/news/2488999878?lang=zh_CN&edition=full","pubTime":"2024-12-03 16:17","market":"other","language":"zh","title":"突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台","url":"https://stock-news.laohu8.com/highlight/detail?id=2488999878","media":"媒体滚动","summary":"　　当地时间周一，英特尔宣布，首席执行官帕特·基辛格于12月1日退休，并辞去公司董事会职务。　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。","content":"<html><body><div>\n<p>　　来源：华夏时报</p>\n<p>　　当地时间周一（12月2日），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。</p>\n<p>　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">帕特·基辛格“被迫”离职</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">股价一度上涨近6%</font></p>\n<p>　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”</p>\n<p>　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。</p>\n<p>　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，<font cms-style=\"strong-Bold\">英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，并对他的复苏计划缺乏信心。</font></p>\n<p>　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。</p>\n<p>　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">曾当选“全美最佳CEO”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">在动荡期回归<font cms-style=\"strong-Bold align-Center color240\">英特尔</font></font></p>\n<p>　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。</p>\n<p>　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。</p>\n<p>　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。</p>\n<p>　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。</p>\n<p>　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。</p>\n<p>　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。</p>\n<p>　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。</p>\n<p>　　一方面，在与<a href=\"https://laohu8.com/S/QCOM\">高通</a>的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。</p>\n<p>　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">从行业巨头到“昔日王者”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center\"><font cms-style=\"strong-Bold align-Center color240\">今年以来英特尔股价下跌了约50%</font></font><font cms-style=\"align-Center color240\"></font></p>\n<p>　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。</p>\n<p>　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。</p>\n<p>　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。</p>\n<p>　　与此同时，英特尔的业绩持续受到外界质疑。<font cms-style=\"strong-Bold\">2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。</font>对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。<font cms-style=\"strong-Bold\">财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。</font></p>\n<p>　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。</p>\n<p>　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。</p>\n<p>　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。</p>\n<p>　　来源：财联社、界面新闻、上海证券报、第一财经</p>\n<p>　　▪</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王若云 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台</title>\n<style 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href=\"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"2NVD.UK":"2X NVIDIA ETP","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4503":"景林资产持仓","NVD":"2倍做空NVDA ETF-GraniteShares","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDX":"2倍做多NVDA ETF-T-Rex","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES 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ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0444971666.USD":"天利全球科技基金","BK4543":"AI","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4527":"明星科技股","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2488999878","content_text":"来源：华夏时报\n　　当地时间周一（12月2日），英特尔宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。\n　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。\n　　帕特·基辛格“被迫”离职\n　　股价一度上涨近6%\n　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”\n　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。\n　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶英伟达，并对他的复苏计划缺乏信心。\n　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。\n　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。\n　　曾当选“全美最佳CEO”\n　　在动荡期回归英特尔\n　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。\n　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。\n　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。\n　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。\n　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。\n　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。\n　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。\n　　一方面，在与高通的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于台积电、三星。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。\n　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。\n　　从行业巨头到“昔日王者”\n　　今年以来英特尔股价下跌了约50%\n　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。\n　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。\n　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。\n　　与此同时，英特尔的业绩持续受到外界质疑。2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。\n　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。\n　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。\n　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。\n　　来源：财联社、界面新闻、上海证券报、第一财经\n　　▪\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVDX":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":3683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360101087764728,"gmtCreate":1728946984384,"gmtModify":1728952459021,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$&nbsp;</a> 现在做空等于找死","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$&nbsp;</a> 现在做空等于找死","text":"$三倍做空富时中国ETF-Direxion(YANG)$ 现在做空等于找死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360101087764728","isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349951992918240,"gmtCreate":1726465392494,"gmtModify":1726465394372,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"你说了算吗","listText":"你说了算吗","text":"你说了算吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349951992918240","repostId":"2467486990","repostType":2,"repost":{"id":"2467486990","kind":"news","pubTimestamp":1726458780,"share":"https://www.laohu8.com/m/news/2467486990?lang=zh_CN&edition=full","pubTime":"2024-09-16 11:53","market":"fut","language":"zh","title":"英伟达的麻烦还在后头？","url":"https://stock-news.laohu8.com/highlight/detail?id=2467486990","media":"市场投研资讯","summary":"超微电脑作为英伟达供应商，亦是过去两年美股表现最为亮眼的AI龙头，股价一度暴涨超13倍。未来，英伟达数据中心业务将有两方面威胁。日元套利交易反转英伟达此前股价大幅暴涨，除基本面突发暴增外，还有宽松资金层面的大力支撑。这也是英伟达为首的科技巨头于7月11日开启暴跌的重要因素之一。这也引发了美股恐慌，英伟达在当日美股市场中一度暴跌14%。","content":"<html><body><div>\n<p>（来源：融中财经）</p><div><img cms-height=\"440.672\" cms-width=\"661\" src=\"http://n.sinaimg.cn/sinakd20240916s/200/w1080h720/20240916/b382-2924a4c1312c2bc2e46a7b23887724ab.jpg\"/><span></span></div><p cms-style=\"font-L\">基础设施价格畸高，一定难以带来商业应用的繁荣。</p><p cms-style=\"font-L align-right\">本文3192字，约4.4分钟</p><p cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right\">作者 | </font></font><font cms-style=\"font-L align-right\">陈江</font></p><p cms-style=\"font-L align-right\">来源 | <font cms-style=\"font-L\">锦缎</font></p><p cms-style=\"font-L\">“AI第一股”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>作为美股的风向标，股价在最新业绩披露后大幅动荡。</p><p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>作为英伟达供应商，亦是过去两年美股表现最为亮眼的AI龙头，股价一度暴涨超13倍。然而，今年短短半年时间内，股价已暴跌逾60%。</p><div><img cms-height=\"396.594\" cms-width=\"661\" src=\"http://n.sinaimg.cn/sinakd20240916s/528/w830h498/20240916/b193-b428592fb1d94668ab839df78b22848f.png\"/><span></span></div><p cms-style=\"font-L\">目前，市场对于接下来的AI行情产生了较大分歧。一方认为AI持续上涨时间过长，估值泡沫较大，未来将迎来大幅修正。另一方则认为AI是长期趋势，不能以短期利益得失去衡量未来价值，继续坚定AI“永远涨”的信仰。</p><p cms-style=\"font-L\">那么，究竟怎么看？</p><p cms-style=\"font-L align-Center color30\"><font cms-style=\"font-L strong-Bold align-Center color30\">业绩高增阶段性见顶迹象</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L legend\">8月29日，英伟达交出了一份大涨、超预期财报，且还有500亿美元回购计划，但市场依旧充满忧虑。媒体报道下跌说法是下一季度指引未及华尔街最乐观预期。</font></p><p cms-style=\"font-L\">这或许是只见树木不见森林。拆开最新财报看，多项核心经营数据已指向业绩高增阶段性见顶迹象。</p><p cms-style=\"font-L\">第二财季，营收、净利润同比分别大增122%、168%，但环比增速已经下探至15%、11.5%，且已是连续第三个季度环比增速下滑了。第三季度营收指引为325亿美元，环比仅增长8%。倘若英伟达接下来环比增速继续下滑，那么下一年这个时候，同比增长有可能降低至个位数。</p><p cms-style=\"font-L\">再看盈利能力。第二季度毛利率为75.15%，净利率为55.26%，系2023年高增以来首次下滑。再看三季度毛利率指引，为74.4%。盈利水平连续2个季度下滑，引起市场警觉。</p><p cms-style=\"font-L\">在当前AI芯片供不应求大背景下，为什么毛利水平持续下移？是供需错配时期已过？还是竞争对手发力，迫使其降价呢？这难免引起市场的担忧与猜测。</p><p cms-style=\"font-L\">再看超微电脑，已经连续2个季度业绩不及市场预期，财报后的第一个交易日均大跌20%左右。看一个关键指标，最新毛利率为11.23%，创下2009年上市以来最低。</p><div><img cms-height=\"262.016\" cms-width=\"661\" src=\"http://n.sinaimg.cn/sinakd20240916s/359/w830h329/20240916/746f-c6320093dee5676f564e58d8e6251e81.png\"/><span></span></div><p cms-style=\"font-L\">在AI业务大幅增长以及AI赛道景气度如此之高的背景下，但盈利水平却创历史最低。从这个数据看出，超微电脑业绩高增更像是一次短期爆发，持续性可能会很弱。这也是股价早早于今年3月见顶暴跌的核心因素之一。</p><p cms-style=\"font-L\">从英伟达、超微电脑这两家典型的美国AI龙头来看，基本面表现在短期内可能无法驱动股价再度大幅上涨，反而有一定概率会证伪此前市场定价过于乐观，股价面临持续下修风险。</p><p cms-style=\"font-L align-Center color30\"><font cms-style=\"font-L strong-Bold align-Center color30\">高成长性逻辑脆弱的一面</font></p><p cms-style=\"font-L\">股票是长久期资产，不仅反应当前业绩基本面，更会对未来业绩成长性进行定价。</p><p cms-style=\"font-L\">回到英伟达，中长期成长性又如何？</p><p cms-style=\"font-L\">2023年之前，英伟达业绩呈现较为明显的周期性，尤其是2023财年（2022/1/30—2023/1/29）净利润负增长55%，彼时利润贡献主要来源于游戏、数据中心等。</p><p cms-style=\"font-L\">后来赶上AI，英伟达数据中心业务爆发，已经占到2024财年总业务的80%，而游戏、专业可视化、汽车等业务并没有什么起色。</p><p cms-style=\"font-L\">数据中心业务高增，主要源于<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Meta等为首的科技巨头疯狂采购GPU来建设算力集群这一基础设施。但该引擎业务增长面临不小风险。</p><p cms-style=\"font-L \">第一，量维度上，在场景有限的局面下，GPU大规模持续高额采购可能并不现实。</p><p cms-style=\"font-L\"><font cms-style=\"font-L legend\">这类似建设5G基站一样，在初期阶段，需要投入大量资本采购相应零部件来进行建设。到中期阶段，需求放缓，采购金额放缓。到了后期，仅仅需要维护、更新即可，采购金额可降低至0。</font></p><p cms-style=\"font-L\">算力基础设施初期阶段能持续多久，其实要取决于采购商能否进行商业化变现。如果下游变现顺畅，那么会驱动对上游加快采购，且金额会越来越大。如果后者迟迟找不到商业模式来兑现利润，那么对上游采购会以超预期的方式大幅放缓。</p><p cms-style=\"font-L\">目前，美国几大科技巨头没有找到AI变现路径，反而伤害了当期业绩表现，没有形成商业逻辑闭环。如果该状况持续一段时间的话，那么巨头们对GPU高额采购金额非但不能保持，反而有可能大幅锐减。</p><p cms-style=\"font-L\">第二，价维度上，几乎必然会进入降价周期中去。</p><p cms-style=\"font-L\">去年至今，英伟达GPU价格持续上涨。一方面，源于AI突然爆发，GPU市场出现严重供需错配，但伴随着今年以来供应端宽松放量，供不应求局面将持续改善。</p><p cms-style=\"font-L\">另一方面，GPU市场呈现一家独大的垄断格局。截止2024年二季度末，英伟达在全球GPU市场中占据约80%份额，在AI芯片市场的份额更是高达90%。</p><p cms-style=\"font-L\">未来，英伟达数据中心业务将有两方面威胁。</p><p cms-style=\"font-L\">其一，源于AMD、华为这类科技巨头竞争，尤其是华为升腾910B</p><p cms-style=\"font-L\">AI进展比较迅猛。</p><p cms-style=\"font-L\">其二，美国头部科技巨头有意通过自研降低对英伟达的高度依赖。2024年以来，微软正在开发一款类似英伟达网卡ConnectX-7的替代品，旨在提升其MaiaAI服务器芯片的性能，并摆脱对英伟达的依赖。Meta宣布第二代自研AI芯片Artemis将在2024年正式投产，并应用于数据中心推理任务。</p><p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>则推出最新TPU芯片，与英伟达传统架构技术路线不同。十年磨一剑的产品，最终获得<a href=\"https://laohu8.com/S/AAPL\">苹果</a>青睐，后者放弃英伟达的GPU转向TPU来训练AI大模型。</p><p cms-style=\"font-L\">不管是英伟达GPU、芯片供需将趋于改善，还是因市场竞争烈度较大守不住如此之高的市场份额，都几乎必然对应着中枢价格的下探。最新季度以及下一个季度，英伟达毛利率持续下滑，有一定可能是因为价格体系有所松动了。</p><p cms-style=\"font-L\">综上看，英伟达业绩高成长性的逻辑比较脆弱，核心引擎业务未来大概率将面临“量升价跌”，乃至“量价齐跌”尴尬境地。</p><p cms-style=\"font-L align-Center color30\"><font cms-style=\"font-L strong-Bold align-Center color30\">日元套利交易反转</font></p><p cms-style=\"font-L\">英伟达此前股价大幅暴涨，除基本面突发暴增外，还有宽松资金层面的大力支撑。</p><p cms-style=\"font-L\">2021年初至今年7月，美元兑日元汇率从100大幅贬值至162，累计跌幅超过60%。期间，这驱动了全球投资者疯狂进行日元套利交易。</p><p cms-style=\"font-L\">全球投资者借贷零利率日元，资产端主要去向有两个。一个是投资日本本土商社类龙头。巴菲特就曾在日本发行日元债券，完全对冲日元汇率风险，并投资日本五大商社。除此之外，日本科技股，尤其是人工智能相关龙头获得青睐，比如东京电子。</p><div><img cms-height=\"427.656\" cms-width=\"661\" src=\"http://n.sinaimg.cn/sinakd20240916s/567/w830h537/20240916/6e16-138bb4d0ee96a109182f769536c968a8.png\"/><span></span></div><p cms-style=\"font-L\">除了日本本土外，日元套利资金更多是去了美国，集中抱团以英伟达、SMCI为首的AI科技龙头。因为这类龙头符合高收益、低波动、高杠杆特性。从更大范围看，套息货币为美股背后提供了大量资金与杠杆，以致于今年涨幅远超过企业税后利润增长。</p><p cms-style=\"font-L\">7月11日，美元兑日元汇率反转，走向大幅升值周期，到目前为止累计升值12%，且还有进一步上升空间。一方面，美联储9月降息已经板上钉钉，正式进入降息大周期。而日本因高通胀已经进入加息周期，年内仍有可能再次加息。另一方面，此前日元贬值幅度过大，本身也有升值修复的动力。</p><p cms-style=\"font-L\">这也意味着此前日元套利交易已经完成反转。因此，支撑美国AI龙头暴涨的重要<span>驱动力</span><span></span>也面临反转风险。这也是英伟达为首的科技巨头于7月11日开启暴跌的重要因素之一。</p><p cms-style=\"font-L\">8月5日，日元大幅升值，日经225暴跌12%，重要因素之一是全球套利交易资金疯狂解杠杆，买回日元。这也引发了美股恐慌，英伟达在当日美股市场中一度暴跌14%。这一天表现也印证了日元套利交易在美股市场扮演的重要角色。</p><p cms-style=\"font-L\">除基本面、资金面外，美国AI龙头还要面临美国经济潜在衰退的宏观风险。这可以从劳工部披露的就业数据窥探一二。</p><p cms-style=\"font-L\">今年8月，美国非农就业数据低于市场预期，且6-7月前值惨遭大幅下修。今年4-8月，美国平均每月新增非农仅13.5万人，低于2019年均值的16.6万人。此外，美国8月U3失业率回落至4.2%，但U6失业率继续上升至7.9%，刷新近三年新高。官方“萨姆指数”由0.53进一步上升至0.57，反映就业市场边际压力趋于上升。</p><p cms-style=\"font-L\">目前看，美国经济正在放缓是确定的，但接下来是否发生衰退，市场分歧较大，需要持续跟踪。接下来一种可能的演化路径是，以AI为首的科技股与美国经济同频共振，发生螺旋式下行。</p><p cms-style=\"font-L\">要知道，过去一年多，AI横空出世，让市场乐观预期AI会改善生产效率，支撑经济新一轮景气扩张，叠加对降息周期进行了充分定价，支持美股逆势爆发，也导致了美国经济逆势扩张（资产价格对于美国居民、企业经济行为影响很大，对经济强弱指示性效应较好）。</p><p cms-style=\"font-L\">总之，我们从来没有见过一场产业革命只有一家公司独舞的景象，特别是作为最基础层，却享尽其中的“暴利”——这并不符合规律：基础设施价格畸高，一定难以带来商业应用的繁荣。唯有一鲸落，才能万物生。故而它的麻烦，不仅来自商业领域本身，在有形之手层面，齿轮可能已在视野之外悄然转动。</p><p cms-style=\"font-L\">故而，我们认为，从中期维度看，在多重因素共振之下，英伟达的麻烦还在后头。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>英伟达的麻烦还在后头？</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; 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*/\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英伟达的麻烦还在后头？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-16 11:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2024-09-16/doc-incpimqw6887933.shtml><strong>市场投研资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（来源：融中财经）基础设施价格畸高，一定难以带来商业应用的繁荣。本文3192字，约4.4分钟作者 | 陈江来源 | 锦缎“AI第一股”英伟达作为美股的风向标，股价在最新业绩披露后大幅动荡。超微电脑作为英伟达供应商，亦是过去两年美股表现最为亮眼的AI龙头，股价一度暴涨超13倍。然而，今年短短半年时间内，股价已暴跌逾60%。目前，市场对于接下来的AI行情产生了较大分歧。一方认为AI持续上涨时间过长，...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-09-16/doc-incpimqw6887933.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4588":"碎股","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON 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(LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","BK4579":"人工智能","3NVD.UK":"LS 3X NVIDIA","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","L":"洛斯公司","BK4529":"IDC概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4587":"ChatGPT概念","NVDA":"英伟达","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://finance.sina.com.cn/roll/2024-09-16/doc-incpimqw6887933.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2467486990","content_text":"（来源：融中财经）基础设施价格畸高，一定难以带来商业应用的繁荣。本文3192字，约4.4分钟作者 | 陈江来源 | 锦缎“AI第一股”英伟达作为美股的风向标，股价在最新业绩披露后大幅动荡。超微电脑作为英伟达供应商，亦是过去两年美股表现最为亮眼的AI龙头，股价一度暴涨超13倍。然而，今年短短半年时间内，股价已暴跌逾60%。目前，市场对于接下来的AI行情产生了较大分歧。一方认为AI持续上涨时间过长，估值泡沫较大，未来将迎来大幅修正。另一方则认为AI是长期趋势，不能以短期利益得失去衡量未来价值，继续坚定AI“永远涨”的信仰。那么，究竟怎么看？业绩高增阶段性见顶迹象8月29日，英伟达交出了一份大涨、超预期财报，且还有500亿美元回购计划，但市场依旧充满忧虑。媒体报道下跌说法是下一季度指引未及华尔街最乐观预期。这或许是只见树木不见森林。拆开最新财报看，多项核心经营数据已指向业绩高增阶段性见顶迹象。第二财季，营收、净利润同比分别大增122%、168%，但环比增速已经下探至15%、11.5%，且已是连续第三个季度环比增速下滑了。第三季度营收指引为325亿美元，环比仅增长8%。倘若英伟达接下来环比增速继续下滑，那么下一年这个时候，同比增长有可能降低至个位数。再看盈利能力。第二季度毛利率为75.15%，净利率为55.26%，系2023年高增以来首次下滑。再看三季度毛利率指引，为74.4%。盈利水平连续2个季度下滑，引起市场警觉。在当前AI芯片供不应求大背景下，为什么毛利水平持续下移？是供需错配时期已过？还是竞争对手发力，迫使其降价呢？这难免引起市场的担忧与猜测。再看超微电脑，已经连续2个季度业绩不及市场预期，财报后的第一个交易日均大跌20%左右。看一个关键指标，最新毛利率为11.23%，创下2009年上市以来最低。在AI业务大幅增长以及AI赛道景气度如此之高的背景下，但盈利水平却创历史最低。从这个数据看出，超微电脑业绩高增更像是一次短期爆发，持续性可能会很弱。这也是股价早早于今年3月见顶暴跌的核心因素之一。从英伟达、超微电脑这两家典型的美国AI龙头来看，基本面表现在短期内可能无法驱动股价再度大幅上涨，反而有一定概率会证伪此前市场定价过于乐观，股价面临持续下修风险。高成长性逻辑脆弱的一面股票是长久期资产，不仅反应当前业绩基本面，更会对未来业绩成长性进行定价。回到英伟达，中长期成长性又如何？2023年之前，英伟达业绩呈现较为明显的周期性，尤其是2023财年（2022/1/30—2023/1/29）净利润负增长55%，彼时利润贡献主要来源于游戏、数据中心等。后来赶上AI，英伟达数据中心业务爆发，已经占到2024财年总业务的80%，而游戏、专业可视化、汽车等业务并没有什么起色。数据中心业务高增，主要源于微软、Meta等为首的科技巨头疯狂采购GPU来建设算力集群这一基础设施。但该引擎业务增长面临不小风险。第一，量维度上，在场景有限的局面下，GPU大规模持续高额采购可能并不现实。这类似建设5G基站一样，在初期阶段，需要投入大量资本采购相应零部件来进行建设。到中期阶段，需求放缓，采购金额放缓。到了后期，仅仅需要维护、更新即可，采购金额可降低至0。算力基础设施初期阶段能持续多久，其实要取决于采购商能否进行商业化变现。如果下游变现顺畅，那么会驱动对上游加快采购，且金额会越来越大。如果后者迟迟找不到商业模式来兑现利润，那么对上游采购会以超预期的方式大幅放缓。目前，美国几大科技巨头没有找到AI变现路径，反而伤害了当期业绩表现，没有形成商业逻辑闭环。如果该状况持续一段时间的话，那么巨头们对GPU高额采购金额非但不能保持，反而有可能大幅锐减。第二，价维度上，几乎必然会进入降价周期中去。去年至今，英伟达GPU价格持续上涨。一方面，源于AI突然爆发，GPU市场出现严重供需错配，但伴随着今年以来供应端宽松放量，供不应求局面将持续改善。另一方面，GPU市场呈现一家独大的垄断格局。截止2024年二季度末，英伟达在全球GPU市场中占据约80%份额，在AI芯片市场的份额更是高达90%。未来，英伟达数据中心业务将有两方面威胁。其一，源于AMD、华为这类科技巨头竞争，尤其是华为升腾910BAI进展比较迅猛。其二，美国头部科技巨头有意通过自研降低对英伟达的高度依赖。2024年以来，微软正在开发一款类似英伟达网卡ConnectX-7的替代品，旨在提升其MaiaAI服务器芯片的性能，并摆脱对英伟达的依赖。Meta宣布第二代自研AI芯片Artemis将在2024年正式投产，并应用于数据中心推理任务。谷歌则推出最新TPU芯片，与英伟达传统架构技术路线不同。十年磨一剑的产品，最终获得苹果青睐，后者放弃英伟达的GPU转向TPU来训练AI大模型。不管是英伟达GPU、芯片供需将趋于改善，还是因市场竞争烈度较大守不住如此之高的市场份额，都几乎必然对应着中枢价格的下探。最新季度以及下一个季度，英伟达毛利率持续下滑，有一定可能是因为价格体系有所松动了。综上看，英伟达业绩高成长性的逻辑比较脆弱，核心引擎业务未来大概率将面临“量升价跌”，乃至“量价齐跌”尴尬境地。日元套利交易反转英伟达此前股价大幅暴涨，除基本面突发暴增外，还有宽松资金层面的大力支撑。2021年初至今年7月，美元兑日元汇率从100大幅贬值至162，累计跌幅超过60%。期间，这驱动了全球投资者疯狂进行日元套利交易。全球投资者借贷零利率日元，资产端主要去向有两个。一个是投资日本本土商社类龙头。巴菲特就曾在日本发行日元债券，完全对冲日元汇率风险，并投资日本五大商社。除此之外，日本科技股，尤其是人工智能相关龙头获得青睐，比如东京电子。除了日本本土外，日元套利资金更多是去了美国，集中抱团以英伟达、SMCI为首的AI科技龙头。因为这类龙头符合高收益、低波动、高杠杆特性。从更大范围看，套息货币为美股背后提供了大量资金与杠杆，以致于今年涨幅远超过企业税后利润增长。7月11日，美元兑日元汇率反转，走向大幅升值周期，到目前为止累计升值12%，且还有进一步上升空间。一方面，美联储9月降息已经板上钉钉，正式进入降息大周期。而日本因高通胀已经进入加息周期，年内仍有可能再次加息。另一方面，此前日元贬值幅度过大，本身也有升值修复的动力。这也意味着此前日元套利交易已经完成反转。因此，支撑美国AI龙头暴涨的重要驱动力也面临反转风险。这也是英伟达为首的科技巨头于7月11日开启暴跌的重要因素之一。8月5日，日元大幅升值，日经225暴跌12%，重要因素之一是全球套利交易资金疯狂解杠杆，买回日元。这也引发了美股恐慌，英伟达在当日美股市场中一度暴跌14%。这一天表现也印证了日元套利交易在美股市场扮演的重要角色。除基本面、资金面外，美国AI龙头还要面临美国经济潜在衰退的宏观风险。这可以从劳工部披露的就业数据窥探一二。今年8月，美国非农就业数据低于市场预期，且6-7月前值惨遭大幅下修。今年4-8月，美国平均每月新增非农仅13.5万人，低于2019年均值的16.6万人。此外，美国8月U3失业率回落至4.2%，但U6失业率继续上升至7.9%，刷新近三年新高。官方“萨姆指数”由0.53进一步上升至0.57，反映就业市场边际压力趋于上升。目前看，美国经济正在放缓是确定的，但接下来是否发生衰退，市场分歧较大，需要持续跟踪。接下来一种可能的演化路径是，以AI为首的科技股与美国经济同频共振，发生螺旋式下行。要知道，过去一年多，AI横空出世，让市场乐观预期AI会改善生产效率，支撑经济新一轮景气扩张，叠加对降息周期进行了充分定价，支持美股逆势爆发，也导致了美国经济逆势扩张（资产价格对于美国居民、企业经济行为影响很大，对经济强弱指示性效应较好）。总之，我们从来没有见过一场产业革命只有一家公司独舞的景象，特别是作为最基础层，却享尽其中的“暴利”——这并不符合规律：基础设施价格畸高，一定难以带来商业应用的繁荣。唯有一鲸落，才能万物生。故而它的麻烦，不仅来自商业领域本身，在有形之手层面，齿轮可能已在视野之外悄然转动。故而，我们认为，从中期维度看，在多重因素共振之下，英伟达的麻烦还在后头。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"L":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDA":1,"SMCI":0.7}},"isVote":1,"tweetType":1,"viewCount":2833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347633573441744,"gmtCreate":1725893455005,"gmtModify":1725893457450,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"肯定达子啊 !telsa空间没他大","listText":"肯定达子啊 !telsa空间没他大","text":"肯定达子啊 !telsa空间没他大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347633573441744","isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346086838153304,"gmtCreate":1725520735650,"gmtModify":1725520737838,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 呵呵 每次想拉低股价就发反垄断调查的消息","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 呵呵 每次想拉低股价就发反垄断调查的消息","text":"$英伟达(NVDA)$ 呵呵 每次想拉低股价就发反垄断调查的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346086838153304","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343709117804728,"gmtCreate":1724942468052,"gmtModify":1724942469921,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"回购好时机","listText":"回购好时机","text":"回购好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343709117804728","repostId":"2463230669","repostType":2,"isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343238683173120,"gmtCreate":1724816975218,"gmtModify":1724816976851,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"别吹了","listText":"别吹了","text":"别吹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343238683173120","repostId":"2462091174","repostType":2,"repost":{"id":"2462091174","kind":"news","pubTimestamp":1724814568,"share":"https://www.laohu8.com/m/news/2462091174?lang=zh_CN&edition=full","pubTime":"2024-08-28 11:09","market":"us","language":"zh","title":"比英伟达GPU快20倍! Cerebras“出炉”全球最快AI推理解决方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2462091174","media":"智通财经","summary":"智通财经APP获悉，人工智能初创公司Cerebras今日宣布推出Cerebras Inference，据称是世界上最快的人工智能推理解决方案。该公司表示:“Cerebras　Inference为Llama 3.18B每秒提供1800个token，为Llama 3.170B每秒提供450个token，比基于英伟达GPU的超大规模云快20倍。”他称，“凭借推至性能前沿的速度和具有竞争力的价格，Cerebras Inference对具有实时或大容量需求的人工智能应用程序的开发人员特别有吸引力。”本月早些时候，Cerebras提交了首次公开募股申请，预计将于今年下半年上市。","content":"<html><head></head><body><p>智通财经APP获悉，人工智能初创公司Cerebras今日宣布推出Cerebras Inference，据称是世界上最快的人工智能推理解决方案。该公司表示:“Cerebras　Inference为Llama 3.18B每秒提供1800个token，为Llama 3.170B每秒提供450个token，比基于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)GPU的超大规模云快20倍。”</p><p>Cerebras Inference由第三代晶圆级引擎(WaferScaleEngine)提供动力，同时由于消除了内存带宽障碍，速度更快。Cerebras称其GPU解决方案的推理成本是<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure云计算平台的三分之一，而使用的功率是微软Azure云计算平台的六分之一。</p><p>该公司表示:“Cerebras通过制造世界上最大的芯片，并将整个模型存储在芯片上，解决了内存带宽瓶颈。”“凭借我们独特的晶圆级设计，我们能够在单个芯片上集成44GB的SRAM，从而消除了对外部存储器和连接外部存储器和计算机的慢速通道的需求。”</p><p>提供人工智能模型独立分析的人工智能分析公司(Artificial Analysis)联合创始人兼首席执行官MicahHill-Smith表示:“Cerebras在人工智能推理基准方面处于领先地位。Cerebras为Meta的Llama3.18B和70BAI模型提供的速度比基于GPU的解决方案快一个数量级。我们在Llama3.18B上测量的速度超过每秒1800个输出token，在Llama3.170B上测量的速度超过每秒446个输出token，这是这些基准测试中的新记录。”</p><p>他称，“凭借推至性能前沿的速度和具有竞争力的价格，Cerebras Inference对具有实时或大容量需求的人工智能应用程序的开发人员特别有吸引力。”</p><p>值得一提的是，这可能会在整个人工智能生态系统中产生连锁反应。随着推理变得更快、更高效，开发人员将能够突破人工智能的极限。曾经因硬件限制而受阻的应用程序现在可能会蓬勃发展，并激发出此前被判定为不可能的创新。不过， J. Gold Associates 分析师杰克·戈尔德 (Jack Gold) 也提出，“但在我们获得更具体的现实基准和大规模运营之前，现在估计它到底有多优越还为时过早。”</p><p>本月早些时候，Cerebras提交了首次公开募股(IPO)申请，预计将于今年下半年上市。该公司最近还任命了两名新的董事会成员:曾在<a href=\"https://laohu8.com/S/IBM\">IBM</a>(IBM.US)、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)和<a href=\"https://laohu8.com/S/TEF\">西班牙电信</a>(TEF.US)担任高管的格伦达•多查克;以及VMware和<a href=\"https://laohu8.com/S/PFPT\">Proofpoint</a>前首席财务官保罗·奥维尔(Paul Auvil)。</p><p>这家初创公司还向上市迈出了重要的一步，本月早些时候聘请鲍勃•科明(Bob Komin)担任首席财务官。Komin曾在Sunrun担任首席财务官，领导了该公司的IPO流程。他还曾在被雅虎收购的Flurry和被微软(MSFT,US)收购的TellmeNetworks担任CFO。</p><p>Cerebras首席执行官兼联合创始人AndrewFeldman说，“鲍勃在他的职业生涯中一直是一个关键的运营领导者，在几家公司担任创业高管，这些公司发明了重大的技术和商业模式创新，并迅速成长为行业领导者。他在成长期和上市公司的财务领导方面的丰富经验对Cerebras来说是非常宝贵的。”</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>比英伟达GPU快20倍! Cerebras“出炉”全球最快AI推理解决方案</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{ 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比英伟达GPU快20倍! Cerebras“出炉”全球最快AI推理解决方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1172836.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，人工智能初创公司Cerebras今日宣布推出Cerebras Inference，据称是世界上最快的人工智能推理解决方案。该公司表示:“Cerebras　Inference为Llama 3.18B每秒提供1800个token，为Llama 3.170B每秒提供450个token，比基于英伟达(NVDA.US)GPU的超大规模云快20倍。”Cerebras Inference由...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1172836.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/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4548":"巴美列捷福持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4554":"元宇宙及AR概念","LU0079474960.USD":"联博美国增长基金A","BK4532":"文艺复兴科技持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4527":"明星科技股","BK4543":"AI","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","NVDA":"英伟达","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4503":"景林资产持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4529":"IDC概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1172836.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462091174","content_text":"智通财经APP获悉，人工智能初创公司Cerebras今日宣布推出Cerebras Inference，据称是世界上最快的人工智能推理解决方案。该公司表示:“Cerebras　Inference为Llama 3.18B每秒提供1800个token，为Llama 3.170B每秒提供450个token，比基于英伟达(NVDA.US)GPU的超大规模云快20倍。”Cerebras Inference由第三代晶圆级引擎(WaferScaleEngine)提供动力，同时由于消除了内存带宽障碍，速度更快。Cerebras称其GPU解决方案的推理成本是微软Azure云计算平台的三分之一，而使用的功率是微软Azure云计算平台的六分之一。该公司表示:“Cerebras通过制造世界上最大的芯片，并将整个模型存储在芯片上，解决了内存带宽瓶颈。”“凭借我们独特的晶圆级设计，我们能够在单个芯片上集成44GB的SRAM，从而消除了对外部存储器和连接外部存储器和计算机的慢速通道的需求。”提供人工智能模型独立分析的人工智能分析公司(Artificial Analysis)联合创始人兼首席执行官MicahHill-Smith表示:“Cerebras在人工智能推理基准方面处于领先地位。Cerebras为Meta的Llama3.18B和70BAI模型提供的速度比基于GPU的解决方案快一个数量级。我们在Llama3.18B上测量的速度超过每秒1800个输出token，在Llama3.170B上测量的速度超过每秒446个输出token，这是这些基准测试中的新记录。”他称，“凭借推至性能前沿的速度和具有竞争力的价格，Cerebras Inference对具有实时或大容量需求的人工智能应用程序的开发人员特别有吸引力。”值得一提的是，这可能会在整个人工智能生态系统中产生连锁反应。随着推理变得更快、更高效，开发人员将能够突破人工智能的极限。曾经因硬件限制而受阻的应用程序现在可能会蓬勃发展，并激发出此前被判定为不可能的创新。不过， J. Gold Associates 分析师杰克·戈尔德 (Jack Gold) 也提出，“但在我们获得更具体的现实基准和大规模运营之前，现在估计它到底有多优越还为时过早。”本月早些时候，Cerebras提交了首次公开募股(IPO)申请，预计将于今年下半年上市。该公司最近还任命了两名新的董事会成员:曾在IBM(IBM.US)、英特尔(INTC.US)和西班牙电信(TEF.US)担任高管的格伦达•多查克;以及VMware和Proofpoint前首席财务官保罗·奥维尔(Paul Auvil)。这家初创公司还向上市迈出了重要的一步，本月早些时候聘请鲍勃•科明(Bob Komin)担任首席财务官。Komin曾在Sunrun担任首席财务官，领导了该公司的IPO流程。他还曾在被雅虎收购的Flurry和被微软(MSFT,US)收购的TellmeNetworks担任CFO。Cerebras首席执行官兼联合创始人AndrewFeldman说，“鲍勃在他的职业生涯中一直是一个关键的运营领导者，在几家公司担任创业高管，这些公司发明了重大的技术和商业模式创新，并迅速成长为行业领导者。他在成长期和上市公司的财务领导方面的丰富经验对Cerebras来说是非常宝贵的。”","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338746597130296,"gmtCreate":1723705962167,"gmtModify":1723706490695,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"themes":[],"title":"","htmlText":"科技巨头都很团结","listText":"科技巨头都很团结","text":"科技巨头都很团结","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338746597130296","repostId":"2459049611","repostType":2,"repost":{"id":"2459049611","kind":"news","pubTimestamp":1723699423,"share":"https://www.laohu8.com/m/news/2459049611?lang=zh_CN&edition=full","pubTime":"2024-08-15 13:23","market":"us","language":"zh","title":"媒体：软银与英特尔讨论过生产AI芯片，但未能谈拢","url":"https://stock-news.laohu8.com/highlight/detail?id=2459049611","media":"环球市场播报","summary":"英国《金融时报》援引未具名人士报道，软银与英特尔就生产与英伟达相竞争的人工智能（AI）芯片有过讨论，但英特尔难以满足软银对产量和速度的要求，相关计划未能谈拢。\n　　谈判于“最近几个月”破裂。\n　　软银还与台积电有过磋商，但尚未达成协议。\n　　软银还向谷歌和Meta等科技集团有过沟通，希望得到支持和融资，以实现其人工智能抱负。Meta不予置评，谷歌也未回复置评请求。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","content":"<p>英国《金融时报》援引未具名人士报道，软银与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>就生产与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>相竞争的人工智能（AI）芯片有过讨论，但英特尔难以满足软银对产量和速度的要求，相关计划未能谈拢。</p><p>谈判于“最近几个月”破裂。</p><p>软银还与<a href=\"https://laohu8.com/S/TSM\">台积电</a>有过磋商，但尚未达成协议。</p><p>软银还向<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和Meta等科技集团有过沟通，希望得到支持和融资，以实现其人工智能抱负。Meta不予置评，谷歌也未回复置评请求。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>媒体：软银与英特尔讨论过生产AI芯片，但未能谈拢</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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href=https://finance.sina.com.cn/stock/usstock/c/2024-08-15/doc-incitaak6754112.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国《金融时报》援引未具名人士报道，软银与英特尔就生产与英伟达相竞争的人工智能（AI）芯片有过讨论，但英特尔难以满足软银对产量和速度的要求，相关计划未能谈拢。谈判于“最近几个月”破裂。软银还与台积电有过磋商，但尚未达成协议。软银还向谷歌和Meta等科技集团有过沟通，希望得到支持和融资，以实现其人工智能抱负。Meta不予置评，谷歌也未回复置评请求。</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-08-15/doc-incitaak6754112.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/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4527":"明星科技股","GOOG":"谷歌","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","META":"Meta Platforms, 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又涨","listText":"发生了什 又涨","text":"发生了什 又涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337720244125744","repostId":"1132145249","repostType":2,"repost":{"id":"1132145249","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1723469625,"share":"https://www.laohu8.com/m/news/1132145249?lang=zh_CN&edition=full","pubTime":"2024-08-12 21:33","market":"us","language":"en","title":"Semiconductor Stocks Rallied in Morning Trading with Nvidia Rising 3%<blockquote>半导体股早盘上涨，英伟达上涨3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132145249","media":"Tiger Newspress","summary":"Semiconductor stocks rallied in morning trading with Nvidia rising 3%.","content":"<p><html><head></head><body>Semiconductor stocks rallied in morning trading with Nvidia rising 3%.</p><p><blockquote><html><head></head><body>半导体股早盘上涨，英伟达上涨3%。</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d37ac117479d44769b967eb262fd2d1\" tg-width=\"321\" tg-height=\"747\"/></p><p><blockquote><p class=\"t-img-caption\"></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>Semiconductor Stocks Rallied in Morning Trading with Nvidia Rising 3%<blockquote>半导体股早盘上涨，英伟达上涨3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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21:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Semiconductor stocks rallied in morning trading with Nvidia rising 3%.</p><p><blockquote><html><head></head><body>半导体股早盘上涨，英伟达上涨3%。</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d37ac117479d44769b967eb262fd2d1\" tg-width=\"321\" tg-height=\"747\"/></p><p><blockquote><p class=\"t-img-caption\"></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132145249","content_text":"Semiconductor stocks rallied in morning trading with Nvidia rising 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现在做空等于找死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360101087764728","isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548224090022048,"gmtCreate":1774854670950,"gmtModify":1774854673109,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555303324340279","idStr":"3555303324340279"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 膜拜","listText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 膜拜","text":"$兆易创新(03986)$ 膜拜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548224090022048","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546699651666360,"gmtCreate":1774496324723,"gmtModify":1774496327321,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555303324340279","idStr":"3555303324340279"},"themes":[],"title":"","htmlText":"想想这么好自己怎么不想用呢？","listText":"想想这么好自己怎么不想用呢？","text":"想想这么好自己怎么不想用呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546699651666360","repostId":"2622607755","repostType":2,"repost":{"id":"2622607755","kind":"news","pubTimestamp":1774449343,"share":"https://www.laohu8.com/m/news/2622607755?lang=zh_CN&edition=full","pubTime":"2026-03-25 22:35","market":"hk","language":"zh","title":"谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用 存储概念股应声下跌 闪迪(SNDK.US)一度跌8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622607755","media":"智通财经","summary":"谷歌近日发布一系列新算法，旨在显著降低大语言模型及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。美光科技股价一度下跌约4%，西部数据一度下跌约4.4%，希捷科技一度下跌约5.6%，而闪迪跌幅一度达8%。谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。","content":"<html><body><p>随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩效率，解决<a href=\"https://laohu8.com/S/02086\">高维</a>数据处理带来的内存负担；Johnson-Lindenstrauss变换则通过数学降维技术，在保持数据关系不变的前提下大幅缩减数据规模，实现“零额外内存开销”的高效表达；PolarQuant则利用极坐标映射，将数据投射到固定结构中，从而跳过传统数据归一化步骤，进一步降低资源消耗。</p><p>智通财经APP获悉，谷歌研究科学家Amir Zandieh与公司副总裁兼资深研究员Vahab Mirrokni表示，随着AI在大语言模型与语义搜索等场景中的广泛应用，底层向量量化技术的重要性将持续提升。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。</p><p>受此消息影响，存储与硬盘相关公司股价在周三早盘普遍下跌。<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)股价一度下跌约4%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)一度下跌约4.4%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX.US)一度下跌约5.6%，而<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)跌幅一度达8%。市场担忧，若AI模型对内存依赖下降，可能削弱对存储芯片与硬盘产品的长期需求。</p><p>与此同时，闪迪还宣布已与半导体公司Nanya Technology达成私募认购协议，将进行股权投资，显示行业内部仍在加快整合与布局。</p><p>谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。分析人士认为，若相关技术得到广泛应用，可能对AI硬件需求结构产生深远影响，进而重塑存储行业的增长逻辑。</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\" 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.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谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用 存储概念股应声下跌 闪迪(SNDK.US)一度跌8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 22:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1419094.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。谷歌(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。谷歌此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1419094.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":{"IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","BK4534":"瑞士信贷持仓","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1419094.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622607755","content_text":"随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。谷歌(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。谷歌此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩效率，解决高维数据处理带来的内存负担；Johnson-Lindenstrauss变换则通过数学降维技术，在保持数据关系不变的前提下大幅缩减数据规模，实现“零额外内存开销”的高效表达；PolarQuant则利用极坐标映射，将数据投射到固定结构中，从而跳过传统数据归一化步骤，进一步降低资源消耗。智通财经APP获悉，谷歌研究科学家Amir Zandieh与公司副总裁兼资深研究员Vahab Mirrokni表示，随着AI在大语言模型与语义搜索等场景中的广泛应用，底层向量量化技术的重要性将持续提升。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。受此消息影响，存储与硬盘相关公司股价在周三早盘普遍下跌。美光科技(MU.US)股价一度下跌约4%，西部数据(WDC.US)一度下跌约4.4%，希捷科技(STX.US)一度下跌约5.6%，而闪迪(SNDK.US)跌幅一度达8%。市场担忧，若AI模型对内存依赖下降，可能削弱对存储芯片与硬盘产品的长期需求。与此同时，闪迪还宣布已与半导体公司Nanya Technology达成私募认购协议，将进行股权投资，显示行业内部仍在加快整合与布局。谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。分析人士认为，若相关技术得到广泛应用，可能对AI硬件需求结构产生深远影响，进而重塑存储行业的增长逻辑。","news_type":1,"symbols_score_info":{"GOOY":0.6,"GOOX":0.6,"GGLL":0.6,"GOOP":0.6,"GOOW":0.6,"GOOG":1.95,"GOU":0.6,"GGLS":0.6,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536862967486056,"gmtCreate":1772091026561,"gmtModify":1772091028454,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555303324340279","idStr":"3555303324340279"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 带带你的大A难兄难弟","listText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$ </a> 带带你的大A难兄难弟","text":"$兆易创新(03986)$ 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牛🐮🐮🐮🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529039254070776","isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377605879697672,"gmtCreate":1733219185406,"gmtModify":1733219734036,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555303324340279","idStr":"3555303324340279"},"themes":[],"title":"","htmlText":"傻子媒体","listText":"傻子媒体","text":"傻子媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377605879697672","repostId":"2488999878","repostType":2,"repost":{"id":"2488999878","kind":"news","pubTimestamp":1733213820,"share":"https://www.laohu8.com/m/news/2488999878?lang=zh_CN&edition=full","pubTime":"2024-12-03 16:17","market":"other","language":"zh","title":"突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台","url":"https://stock-news.laohu8.com/highlight/detail?id=2488999878","media":"媒体滚动","summary":"　　当地时间周一，英特尔宣布，首席执行官帕特·基辛格于12月1日退休，并辞去公司董事会职务。　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。","content":"<html><body><div>\n<p>　　来源：华夏时报</p>\n<p>　　当地时间周一（12月2日），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。</p>\n<p>　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">帕特·基辛格“被迫”离职</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">股价一度上涨近6%</font></p>\n<p>　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”</p>\n<p>　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。</p>\n<p>　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，<font cms-style=\"strong-Bold\">英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，并对他的复苏计划缺乏信心。</font></p>\n<p>　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。</p>\n<p>　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">曾当选“全美最佳CEO”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">在动荡期回归<font cms-style=\"strong-Bold align-Center color240\">英特尔</font></font></p>\n<p>　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。</p>\n<p>　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。</p>\n<p>　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。</p>\n<p>　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。</p>\n<p>　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。</p>\n<p>　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。</p>\n<p>　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。</p>\n<p>　　一方面，在与<a href=\"https://laohu8.com/S/QCOM\">高通</a>的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。</p>\n<p>　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">从行业巨头到“昔日王者”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center\"><font cms-style=\"strong-Bold align-Center color240\">今年以来英特尔股价下跌了约50%</font></font><font cms-style=\"align-Center color240\"></font></p>\n<p>　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。</p>\n<p>　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。</p>\n<p>　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。</p>\n<p>　　与此同时，英特尔的业绩持续受到外界质疑。<font cms-style=\"strong-Bold\">2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。</font>对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。<font cms-style=\"strong-Bold\">财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。</font></p>\n<p>　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。</p>\n<p>　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。</p>\n<p>　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。</p>\n<p>　　来源：财联社、界面新闻、上海证券报、第一财经</p>\n<p>　　▪</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王若云 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台</title>\n<style 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href=\"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"2NVD.UK":"2X NVIDIA ETP","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4503":"景林资产持仓","NVD":"2倍做空NVDA ETF-GraniteShares","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDX":"2倍做多NVDA ETF-T-Rex","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES 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ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0444971666.USD":"天利全球科技基金","BK4543":"AI","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4527":"明星科技股","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2488999878","content_text":"来源：华夏时报\n　　当地时间周一（12月2日），英特尔宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。\n　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。\n　　帕特·基辛格“被迫”离职\n　　股价一度上涨近6%\n　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”\n　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。\n　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶英伟达，并对他的复苏计划缺乏信心。\n　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。\n　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。\n　　曾当选“全美最佳CEO”\n　　在动荡期回归英特尔\n　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。\n　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。\n　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。\n　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。\n　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。\n　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。\n　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。\n　　一方面，在与高通的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于台积电、三星。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。\n　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。\n　　从行业巨头到“昔日王者”\n　　今年以来英特尔股价下跌了约50%\n　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。\n　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。\n　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。\n　　与此同时，英特尔的业绩持续受到外界质疑。2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。\n　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。\n　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。\n　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。\n　　来源：财联社、界面新闻、上海证券报、第一财经\n　　▪\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVDX":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":2912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377605720347008,"gmtCreate":1733219149618,"gmtModify":1733219735777,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555303324340279","idStr":"3555303324340279"},"themes":[],"title":"","htmlText":"傻子媒体","listText":"傻子媒体","text":"傻子媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377605720347008","repostId":"2488999878","repostType":2,"repost":{"id":"2488999878","kind":"news","pubTimestamp":1733213820,"share":"https://www.laohu8.com/m/news/2488999878?lang=zh_CN&edition=full","pubTime":"2024-12-03 16:17","market":"other","language":"zh","title":"突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台","url":"https://stock-news.laohu8.com/highlight/detail?id=2488999878","media":"媒体滚动","summary":"　　当地时间周一，英特尔宣布，首席执行官帕特·基辛格于12月1日退休，并辞去公司董事会职务。　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。","content":"<html><body><div>\n<p>　　来源：华夏时报</p>\n<p>　　当地时间周一（12月2日），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。</p>\n<p>　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">帕特·基辛格“被迫”离职</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">股价一度上涨近6%</font></p>\n<p>　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”</p>\n<p>　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。</p>\n<p>　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，<font cms-style=\"strong-Bold\">英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，并对他的复苏计划缺乏信心。</font></p>\n<p>　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。</p>\n<p>　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">曾当选“全美最佳CEO”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">在动荡期回归<font cms-style=\"strong-Bold align-Center color240\">英特尔</font></font></p>\n<p>　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。</p>\n<p>　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。</p>\n<p>　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。</p>\n<p>　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。</p>\n<p>　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。</p>\n<p>　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。</p>\n<p>　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。</p>\n<p>　　一方面，在与<a href=\"https://laohu8.com/S/QCOM\">高通</a>的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。</p>\n<p>　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">从行业巨头到“昔日王者”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center\"><font cms-style=\"strong-Bold align-Center color240\">今年以来英特尔股价下跌了约50%</font></font><font cms-style=\"align-Center color240\"></font></p>\n<p>　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。</p>\n<p>　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。</p>\n<p>　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。</p>\n<p>　　与此同时，英特尔的业绩持续受到外界质疑。<font cms-style=\"strong-Bold\">2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。</font>对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。<font cms-style=\"strong-Bold\">财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。</font></p>\n<p>　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。</p>\n<p>　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。</p>\n<p>　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。</p>\n<p>　　来源：财联社、界面新闻、上海证券报、第一财经</p>\n<p>　　▪</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王若云 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台</title>\n<style 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href=\"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"2NVD.UK":"2X NVIDIA ETP","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4503":"景林资产持仓","NVD":"2倍做空NVDA ETF-GraniteShares","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDX":"2倍做多NVDA ETF-T-Rex","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES 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Gelsinger）于12月1日退休，并辞去公司董事会职务。\n　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。\n　　帕特·基辛格“被迫”离职\n　　股价一度上涨近6%\n　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”\n　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。\n　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶英伟达，并对他的复苏计划缺乏信心。\n　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。\n　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。\n　　曾当选“全美最佳CEO”\n　　在动荡期回归英特尔\n　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。\n　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。\n　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。\n　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。\n　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。\n　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。\n　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。\n　　一方面，在与高通的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于台积电、三星。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。\n　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。\n　　从行业巨头到“昔日王者”\n　　今年以来英特尔股价下跌了约50%\n　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。\n　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。\n　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。\n　　与此同时，英特尔的业绩持续受到外界质疑。2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。\n　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。\n　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。\n　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。\n　　来源：财联社、界面新闻、上海证券报、第一财经\n　　▪\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVDX":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":3683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346086838153304,"gmtCreate":1725520735650,"gmtModify":1725520737838,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555303324340279","idStr":"3555303324340279"},"themes":[],"title":"","htmlText":"<a 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