釖釖虎的个人主页 - 老虎社区

釖釖虎

釖釖虎

个人简介：初生牛犊不怕虎

IP属地：广东

7关注

286粉丝

4主题

0勋章

03-15

能涨吗

期权大单 | 苹果发力AI，看涨期权成交活跃；Adobe盘后跌近11%，业绩指引逊于预期

03-14

$特斯拉(TSLA)$ 别人恐惧我贪婪

03-13

股票能涨吗 $特斯拉(TSLA)$

预解析星舰第三飞的关键点，与前两次有何不同？

02-26

$Lotus Technology(LOT)$ 这票有戏吗？毕竟销量十分有限！

02-19

太恐怖

OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？

2023-09-15

$ARM Holdings Ltd(ARM)$ 没有关注到，发行价是多少？

2023-09-14

$Faraday Future(FFIE)$ 10几次交易，没有一次赢过，还冲不冲

2023-09-12

$Faraday Future(FFIE)$ 一空就盈利，等你到0.2

2023-09-12

$特斯拉(TSLA)$ 250下车，现在怎么办

2023-09-08

‌$特斯拉(TSLA)$ ‌昨天操作失误损失小小

2023-09-07

$海天网络(HKIT)$ 赌博总是要付出代价的，还好忍住了

2023-09-06

$Faraday Future(FFIE)$ 放弃了，梦想太大，倾家荡产不够支持你！

2023-08-25

‌$VinFast Auto(VFS)$ ‌谁敢碰

2023-08-25

$VinFast Auto(VFS)$ 告诉我什么时候开始空

2023-08-25

$VinFast Auto(VFS)$ 太横了

2023-08-24

‌$VinFast Auto(VFS)$ ‌谁再操纵

2023-08-24

$海天网络(HKIT)$ 什么个意思

2023-08-23

‌$海天网络(HKIT)$ ‌这个是什么票，猛

2023-08-18

$VinFast Auto(VFS)$ 昨天24块的时候想空，还是胆子小了

2023-08-17

$VinFast Auto(VFS)$ 显示不能做空的票如何做空

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12:50","market":"us","language":"zh","title":"期权大单 |  苹果发力AI，看涨期权成交活跃；Adobe盘后跌近11%，业绩指引逊于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1169352979","media":"老虎资讯综合","summary":"摘要：隔夜，期权市场总成交量达47,476,459张合约，看涨期权占比56%$微软$股价创历史新高，将发布反黑客AI工具$苹果$发力AI，看涨期权成交活跃$Adobe$盘后跌近11%，营收和利润均超预期，但业绩指引逊于预期拜登发声反对日本制铁收购$美国钢铁$一、市场概览美东时间周四，美股三大指数集体收跌，截至收盘，道琼斯指数跌0.35%，报38,905.66点；标普500指数跌0.29%，报5,150.48点；纳斯达克指数跌0.30%，报16,128.53点。","content":"<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>隔夜，期权市场总成交量达47,476,459张合约，看涨期权占比56%</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>股价创历史新高，将发布反黑客AI工具</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>发力AI，看涨期权成交活跃</p></li><li><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>盘后跌近11%，营收和利润均超预期，但业绩指引逊于预期</p></li><li><p>拜登发声反对日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a></p></li></ul><p><strong>一、市场概览</strong></p><p>美东时间周四，美股三大指数集体收跌，截至收盘，道琼斯指数跌0.35%，报38,905.66点；标普500指数跌0.29%，报5,150.48点；纳斯达克指数跌0.30%，报16,128.53点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dbb52c203fe8be1fffa787d448b102c\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"966\" tg-height=\"144\"/><span>数据来源：老虎国际</span></p><p>隔夜，期权市场总成交量达47,476,459张合约，其中，看涨期权占比56%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc770db60a527a751b135f0d24ffdc6b\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1824\" tg-height=\"374\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交1178万张合约，其中，看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9c1ba21e2219d257773e8b31087fbf\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"410\"/><span>数据来源：Market Chameleon</span></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d447930e219cd9de9edea1342684b72\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"1179\" tg-height=\"2133\"/><span>数据来源：老虎国际</span></p><p><strong>隔夜，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超4%，期权合约成交349.8万张。</strong>3月15日到期的160美元的行权<strong>看跌期权</strong>交易量特别高，共有190,399份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20da2388c2aaf390704e97cdb798725b\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"293\"/><span>数据来源：Market Chameleon</span></p><p>本周，特斯拉遭两家投行下调目标价，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将特斯拉目标价从225美元下调至165美元，维持中性评级。<a href=\"https://laohu8.com/S/WFC\">富国银行</a>将其评级下调至卖出，目标价从200美元调至125美元。</p><p>目前华尔街分析师对特斯拉的看法变得越来越谨慎，看涨评级比例已降至2021年4月以来最低。</p><p><strong>隔夜，苹果涨超1%，期权合约成交114万张。</strong>其中看涨期权占全部期权交易的60%。3月15日到期的175美元的行权<strong>看涨期权</strong>交易量特别高，共有145,411份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b300d4e3abd5e52264674c7abb17ab3\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"295\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：苹果发力AI！据称收购加拿大初创DarwinAI，神经网络人才或招入麾下。</p><p>据外媒报道，苹果 今年早些时候收购了加拿大人工智能初创公司DarwinAI，为其2024年大举进军生成式人工智能领域增添了技术实力。</p><p>DarwinAI数十名员工都加入了苹果的AI部门。媒体还称，作为收购交易的一部分，任加拿大滑铁卢大学系统设计工程系教授的的DarwinAI联合创始人、AI领域研究人士Alexander Wong加盟苹果，担任AI团队的主管。</p><p>DarwinAI的一项核心技术是，让神经网络模型更小、速度更快。这方面工作可能对苹果有帮助，因为苹果专注于端侧AI，而不是完全在云端运行AI。</p><p>受此消息影响，苹果股价盘后出现异动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/066b50f6a4f1ff3a14198de07dbc3edd\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"815\" tg-height=\"475\"/><span>数据来源：老虎国际</span></p><p><strong>隔夜，微软涨超2%，股价再创新高！期权合约成交99.16万张。</strong>3月15日到期的430美元的行权<strong>看涨期权</strong>交易量特别高，共有111,365份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c89d30ecde49fd7de1d547b5a95cb7\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"291\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：微软计划于4月1日发布人工智能工具，帮助网络安全人员总结可疑事件，识破黑客掩盖意图的行径。</p><p>微软将为其Security Copilot服务推出一种非正统的定价模式，该模式将于4月1日向公众开放。微软表示，该服务将采用基于消费的定价模式，每个“安全计算单元”收费4美元。安全是微软的一项重要业务，该业务在2022年的营收超过200亿美元，超过游戏或搜索业务。</p><p><strong>三、异动观察</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/134cb7b3b5afae654de46ac163cea2fd\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1803\" tg-height=\"409\"/><span>数据来源：Market Chameleon</span></p><p><strong>隔夜，SoundHound跌超3%，期权合约成交45.03万张。</strong>3月15日到期的6美元的行权<strong>看涨期权</strong>交易量特别高，共有53,634合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/957b8be539581b758b88a478628890d9\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"299\"/><span>数据来源：Market Chameleon</span></p><p style=\"text-align: justify;\"><strong>隔夜，美国钢铁跌超6%，期权合约成交15.62万张。</strong>较90日平均成交量扩大超3倍，其中看跌期权占全部期权交易的52%。3月15日到期的40美元的行权<strong>看涨期权</strong>交易量特别高，共有13,448合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f272f12b90e7467a89013b771bc4b16\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"294\"/><span>数据来源：Market Chameleon</span></p><p style=\"text-align: justify;\">消息方面：当地时间周四（3月14日），美国总统拜登公开发声反对日本制铁收购美国钢铁公司的交易，他表示，美国钢铁公司必须仍是一家由美国拥有并在国内运营的公司。</p><p style=\"text-align: justify;\"><strong>隔夜，Adobe小幅收跌，期权合约成交11.27万张。</strong>较90日平均成交量扩大超3倍。3月15日到期的500美元的行权<strong>看跌期权</strong>交易量特别高，共有3,542合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5d836f5d1029735e383b3c893ff68c8\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1647\" tg-height=\"294\"/><span>数据来源：Market Chameleon</span></p><p style=\"text-align: justify;\">公司盘后发布财报，营收和利润均超预期，但业绩指引逊于预期，股价盘后跌近11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5acd2db10006d7ede20d567c83379434\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"810\" tg-height=\"419\"/><span>数据来源：老虎国际</span></p><p>财报显示：Adobe第一财季调整后每股收益为4.48美元，分析师预期4.38美元；第一财季营收51.8亿美元，分析师预期51.4亿美元；预计第二财季调整后每股收益为4.35-4.40美元，分析师预期4.38美元；预计第二财季营收52.5亿-53.0亿美元，分析师预期53.1亿美元；预计第二财季数字媒体营收38.7亿-39.0亿美元，分析师预期39.1亿美元；宣布250亿美元股票回购计划。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 |  苹果发力AI，看涨期权成交活跃；Adobe盘后跌近11%，业绩指引逊于预期</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期权大单 |  苹果发力AI，看涨期权成交活跃；Adobe盘后跌近11%，业绩指引逊于预期\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\">2024-03-15 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>隔夜，期权市场总成交量达47,476,459张合约，看涨期权占比56%</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>股价创历史新高，将发布反黑客AI工具</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>发力AI，看涨期权成交活跃</p></li><li><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>盘后跌近11%，营收和利润均超预期，但业绩指引逊于预期</p></li><li><p>拜登发声反对日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a></p></li></ul><p><strong>一、市场概览</strong></p><p>美东时间周四，美股三大指数集体收跌，截至收盘，道琼斯指数跌0.35%，报38,905.66点；标普500指数跌0.29%，报5,150.48点；纳斯达克指数跌0.30%，报16,128.53点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dbb52c203fe8be1fffa787d448b102c\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"966\" tg-height=\"144\"/><span>数据来源：老虎国际</span></p><p>隔夜，期权市场总成交量达47,476,459张合约，其中，看涨期权占比56%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc770db60a527a751b135f0d24ffdc6b\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1824\" tg-height=\"374\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交1178万张合约，其中，看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9c1ba21e2219d257773e8b31087fbf\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"410\"/><span>数据来源：Market Chameleon</span></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d447930e219cd9de9edea1342684b72\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"1179\" tg-height=\"2133\"/><span>数据来源：老虎国际</span></p><p><strong>隔夜，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超4%，期权合约成交349.8万张。</strong>3月15日到期的160美元的行权<strong>看跌期权</strong>交易量特别高，共有190,399份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20da2388c2aaf390704e97cdb798725b\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"293\"/><span>数据来源：Market Chameleon</span></p><p>本周，特斯拉遭两家投行下调目标价，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将特斯拉目标价从225美元下调至165美元，维持中性评级。<a href=\"https://laohu8.com/S/WFC\">富国银行</a>将其评级下调至卖出，目标价从200美元调至125美元。</p><p>目前华尔街分析师对特斯拉的看法变得越来越谨慎，看涨评级比例已降至2021年4月以来最低。</p><p><strong>隔夜，苹果涨超1%，期权合约成交114万张。</strong>其中看涨期权占全部期权交易的60%。3月15日到期的175美元的行权<strong>看涨期权</strong>交易量特别高，共有145,411份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b300d4e3abd5e52264674c7abb17ab3\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"295\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：苹果发力AI！据称收购加拿大初创DarwinAI，神经网络人才或招入麾下。</p><p>据外媒报道，苹果 今年早些时候收购了加拿大人工智能初创公司DarwinAI，为其2024年大举进军生成式人工智能领域增添了技术实力。</p><p>DarwinAI数十名员工都加入了苹果的AI部门。媒体还称，作为收购交易的一部分，任加拿大滑铁卢大学系统设计工程系教授的的DarwinAI联合创始人、AI领域研究人士Alexander Wong加盟苹果，担任AI团队的主管。</p><p>DarwinAI的一项核心技术是，让神经网络模型更小、速度更快。这方面工作可能对苹果有帮助，因为苹果专注于端侧AI，而不是完全在云端运行AI。</p><p>受此消息影响，苹果股价盘后出现异动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/066b50f6a4f1ff3a14198de07dbc3edd\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"815\" tg-height=\"475\"/><span>数据来源：老虎国际</span></p><p><strong>隔夜，微软涨超2%，股价再创新高！期权合约成交99.16万张。</strong>3月15日到期的430美元的行权<strong>看涨期权</strong>交易量特别高，共有111,365份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c89d30ecde49fd7de1d547b5a95cb7\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"291\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：微软计划于4月1日发布人工智能工具，帮助网络安全人员总结可疑事件，识破黑客掩盖意图的行径。</p><p>微软将为其Security Copilot服务推出一种非正统的定价模式，该模式将于4月1日向公众开放。微软表示，该服务将采用基于消费的定价模式，每个“安全计算单元”收费4美元。安全是微软的一项重要业务，该业务在2022年的营收超过200亿美元，超过游戏或搜索业务。</p><p><strong>三、异动观察</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/134cb7b3b5afae654de46ac163cea2fd\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1803\" tg-height=\"409\"/><span>数据来源：Market Chameleon</span></p><p><strong>隔夜，SoundHound跌超3%，期权合约成交45.03万张。</strong>3月15日到期的6美元的行权<strong>看涨期权</strong>交易量特别高，共有53,634合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/957b8be539581b758b88a478628890d9\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"299\"/><span>数据来源：Market Chameleon</span></p><p style=\"text-align: justify;\"><strong>隔夜，美国钢铁跌超6%，期权合约成交15.62万张。</strong>较90日平均成交量扩大超3倍，其中看跌期权占全部期权交易的52%。3月15日到期的40美元的行权<strong>看涨期权</strong>交易量特别高，共有13,448合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f272f12b90e7467a89013b771bc4b16\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"294\"/><span>数据来源：Market Chameleon</span></p><p style=\"text-align: justify;\">消息方面：当地时间周四（3月14日），美国总统拜登公开发声反对日本制铁收购美国钢铁公司的交易，他表示，美国钢铁公司必须仍是一家由美国拥有并在国内运营的公司。</p><p style=\"text-align: justify;\"><strong>隔夜，Adobe小幅收跌，期权合约成交11.27万张。</strong>较90日平均成交量扩大超3倍。3月15日到期的500美元的行权<strong>看跌期权</strong>交易量特别高，共有3,542合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5d836f5d1029735e383b3c893ff68c8\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1647\" tg-height=\"294\"/><span>数据来源：Market Chameleon</span></p><p style=\"text-align: justify;\">公司盘后发布财报，营收和利润均超预期，但业绩指引逊于预期，股价盘后跌近11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5acd2db10006d7ede20d567c83379434\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"810\" tg-height=\"419\"/><span>数据来源：老虎国际</span></p><p>财报显示：Adobe第一财季调整后每股收益为4.48美元，分析师预期4.38美元；第一财季营收51.8亿美元，分析师预期51.4亿美元；预计第二财季调整后每股收益为4.35-4.40美元，分析师预期4.38美元；预计第二财季营收52.5亿-53.0亿美元，分析师预期53.1亿美元；预计第二财季数字媒体营收38.7亿-39.0亿美元，分析师预期39.1亿美元；宣布250亿美元股票回购计划。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","ADBE":"Adobe","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SOUN":"SoundHound AI Inc","LU1548497426.USD":"安联环球人工智能AT Acc","AAPL":"苹果","X":"美国钢铁","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4512":"苹果概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","TSLA":"特斯拉","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4573":"虚拟现实","MSFT":"微软","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0444971666.USD":"天利全球科技基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4574":"无人驾驶"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169352979","content_text":"摘要：隔夜，期权市场总成交量达47,476,459张合约，看涨期权占比56%微软股价创历史新高，将发布反黑客AI工具苹果发力AI，看涨期权成交活跃Adobe盘后跌近11%，营收和利润均超预期，但业绩指引逊于预期拜登发声反对日本制铁收购美国钢铁一、市场概览美东时间周四，美股三大指数集体收跌，截至收盘，道琼斯指数跌0.35%，报38,905.66点；标普500指数跌0.29%，报5,150.48点；纳斯达克指数跌0.30%，报16,128.53点。数据来源：老虎国际隔夜，期权市场总成交量达47,476,459张合约，其中，看涨期权占比56%。数据来源：Market Chameleon标普指数ETF-SPY期权成交1178万张合约，其中，看涨期权占比54%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际隔夜，特斯拉跌超4%，期权合约成交349.8万张。3月15日到期的160美元的行权看跌期权交易量特别高，共有190,399份合约交易。数据来源：Market Chameleon本周，特斯拉遭两家投行下调目标价，瑞银将特斯拉目标价从225美元下调至165美元，维持中性评级。富国银行将其评级下调至卖出，目标价从200美元调至125美元。目前华尔街分析师对特斯拉的看法变得越来越谨慎，看涨评级比例已降至2021年4月以来最低。隔夜，苹果涨超1%，期权合约成交114万张。其中看涨期权占全部期权交易的60%。3月15日到期的175美元的行权看涨期权交易量特别高，共有145,411份合约交易。数据来源：Market Chameleon消息方面：苹果发力AI！据称收购加拿大初创DarwinAI，神经网络人才或招入麾下。据外媒报道，苹果 今年早些时候收购了加拿大人工智能初创公司DarwinAI，为其2024年大举进军生成式人工智能领域增添了技术实力。DarwinAI数十名员工都加入了苹果的AI部门。媒体还称，作为收购交易的一部分，任加拿大滑铁卢大学系统设计工程系教授的的DarwinAI联合创始人、AI领域研究人士Alexander Wong加盟苹果，担任AI团队的主管。DarwinAI的一项核心技术是，让神经网络模型更小、速度更快。这方面工作可能对苹果有帮助，因为苹果专注于端侧AI，而不是完全在云端运行AI。受此消息影响，苹果股价盘后出现异动。数据来源：老虎国际隔夜，微软涨超2%，股价再创新高！期权合约成交99.16万张。3月15日到期的430美元的行权看涨期权交易量特别高，共有111,365份合约交易。数据来源：Market Chameleon消息方面：微软计划于4月1日发布人工智能工具，帮助网络安全人员总结可疑事件，识破黑客掩盖意图的行径。微软将为其Security Copilot服务推出一种非正统的定价模式，该模式将于4月1日向公众开放。微软表示，该服务将采用基于消费的定价模式，每个“安全计算单元”收费4美元。安全是微软的一项重要业务，该业务在2022年的营收超过200亿美元，超过游戏或搜索业务。三、异动观察数据来源：Market Chameleon隔夜，SoundHound跌超3%，期权合约成交45.03万张。3月15日到期的6美元的行权看涨期权交易量特别高，共有53,634合约交易。数据来源：Market Chameleon隔夜，美国钢铁跌超6%，期权合约成交15.62万张。较90日平均成交量扩大超3倍，其中看跌期权占全部期权交易的52%。3月15日到期的40美元的行权看涨期权交易量特别高，共有13,448合约交易。数据来源：Market Chameleon消息方面：当地时间周四（3月14日），美国总统拜登公开发声反对日本制铁收购美国钢铁公司的交易，他表示，美国钢铁公司必须仍是一家由美国拥有并在国内运营的公司。隔夜，Adobe小幅收跌，期权合约成交11.27万张。较90日平均成交量扩大超3倍。3月15日到期的500美元的行权看跌期权交易量特别高，共有3,542合约交易。数据来源：Market Chameleon公司盘后发布财报，营收和利润均超预期，但业绩指引逊于预期，股价盘后跌近11%。数据来源：老虎国际财报显示：Adobe第一财季调整后每股收益为4.48美元，分析师预期4.38美元；第一财季营收51.8亿美元，分析师预期51.4亿美元；预计第二财季调整后每股收益为4.35-4.40美元，分析师预期4.38美元；预计第二财季营收52.5亿-53.0亿美元，分析师预期53.1亿美元；预计第二财季数字媒体营收38.7亿-39.0亿美元，分析师预期39.1亿美元；宣布250亿美元股票回购计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284247768936448,"gmtCreate":1710427323282,"gmtModify":1710484862663,"author":{"id":"3560502392868344","authorId":"3560502392868344","name":"釖釖虎","avatar":"https://static.tigerbbs.com/342cfb82a2f1fde098cb308fe87665f6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 别人恐惧我贪婪","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 别人恐惧我贪婪","text":"$特斯拉(TSLA)$ 别人恐惧我贪婪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284247768936448","isVote":1,"tweetType":1,"viewCount":1943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283901755170944,"gmtCreate":1710328346536,"gmtModify":1710328348029,"author":{"id":"3560502392868344","authorId":"3560502392868344","name":"釖釖虎","avatar":"https://static.tigerbbs.com/342cfb82a2f1fde098cb308fe87665f6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"股票能涨吗 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","listText":"股票能涨吗 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"股票能涨吗 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/283901755170944","repostId":"1136124297","repostType":4,"repost":{"id":"1136124297","pubTimestamp":1710324557,"share":"https://www.laohu8.com/m/news/1136124297?lang=&edition=full","pubTime":"2024-03-13 18:09","market":"us","language":"zh","title":"预解析星舰第三飞的关键点，与前两次有何不同？","url":"https://stock-news.laohu8.com/highlight/detail?id=1136124297","media":"三体引力波","summary":"发射流程调整，飞行时长缩短，测试任务增多。","content":"<html><head></head><body><p>SpaceX官方终于发布「星舰第三飞」的确切时间：德州当地时间即美中时间3月14日7～9时；世界标准时间3月14日12～14时；北京时间3月14日20～22时。</p><p>严谨来说，这是个暂定发射时间，并非最终敲定时间。SpaceX官网也已清清楚楚写明：「星舰第三飞最早可能于3月14日启动，等待监管机构的批准」。由于FAA目前尚未正式颁发星舰第三飞发射许可证，理论上还存在着一定变数。</p><p>不过，根据多个可靠信源透露，美国联邦航空管理局FAA已经非常接近完成发射许可手续，很可能就在这几天公布。来自《华盛顿邮报》航天领域记者克里斯蒂安·达文波特、Ars Technica高级航天编辑艾瑞克·伯格的灵通消息，都佐证了这点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8e535eb83b401317cb27eaaf602a74\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p><strong>●为何选择π日？</strong></p><p>之所以SpaceX急迫公布星舰第三飞的瞄准时间，除了安慰一下全球星舰粉丝的长期饥渴症以外，还有两点用意：其一，逼迫监管机构FAA尽快颁发许可证；其二，3月14日即SpaceX公司创立纪念日，在特殊时间节点上立个大Flag，不仅对内提振士气，而且对外博人眼球。这正是马斯克一贯的做事风格。</p><p>星舰首飞日选定传奇数字4/20</p><p>星舰第二飞为何推迟到18日？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a529ffbcae9c6d54bae3739cb8aef42\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p><strong>●怎样围观星舰第三飞？</strong></p><p>SpaceX官方给出两种围观发射直播路径，一是官网：https://www.spacex.com/launches/；二是X平台：https://twitter.com/SpaceX。</p><p>发射前30分钟，SpaceX将开启网络直播。如果按计划顺利进行的话，官方网络直播开始时间：北京时间3月14日19:30；美东时间3月14日7:30；美中时间3月14日6:30；世界标准时间3月14日11:30。</p><p><strong>●有没有备选发射时间？</strong></p><p>当然有，一旦因故延后，还有几个备选发射时间。根据美国联邦航空管理局最新发布的航空通告（NOTAM）临时飞行限制、美国海岸警卫队最新发布的【德州博卡奇卡区域海事安全信息公报】显示，德州当地时间（美中时间）3月14日、15日、18日上午7:00～9:31，以及3月16日、17日上午7:00～8:01，SpaceX计划择机进行星舰试飞。</p><p>通常这类通告的限定时间会比实际发射窗口延长30分钟，因此换算成实际发射窗口：美中时间3月14日、15日、18日上午7:00～9:00，以及3月16日、17日上午7:00～7:30。</p><p>换成北京时间：<strong>3月14日、15日、18日20:00～22:00，以及3月16日、17日20:00～20:30。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a32649487e80d68433b31d8ba1e1faf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1027\"/></p><p><strong>●与前两次试飞有何不同？</strong></p><p>除了发射时间、星舰主角、软硬件升级、发射结果等这些显而易见的区别以外，星舰第三飞与前两飞的主要不同点在于：发射流程调整，飞行时长缩短，测试任务增多。</p><p>以下具体看看——</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a10394eb740dfed17b82db0f72787235\" alt=\"\" title=\"\" tg-width=\"776\" tg-height=\"1680\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd36abc36684a53a65712e77a1ce2f38\" alt=\"\" title=\"\" tg-width=\"582\" tg-height=\"1718\"/></p><p><strong>○缩短倒计时流程</strong></p><p>从前两次倒计时两小时，星舰第三飞缩短到1小时15分。T-1:15:00，SpaceX星舰发射总监开始确认各部门预备状况，核准无误后，下达推进剂加注指令。</p><p><strong>○加注顺序调整</strong></p><p>前两次发射前都是先给第一级超重型火箭加注推进剂（同时加液氧、液态甲烷），随后再给第二级星舰飞船加注（先加液态甲烷、再加液氧），但这次却是先给第二级星舰飞船加注（先加液氧、再加液态甲烷），再给第一级超重型火箭加注推进剂（先加液氧、再加液态甲烷）。</p><p><strong>○加注时间大大缩短</strong></p><p>前两次加注时间大约需要97分钟（从T-1:37一直到T-0），但这次计划只需50分钟（从T-53分直到T-2分50秒），足足缩短47分钟。而在3月4日首次湿彩排更快，45分钟快速加注4500多吨推进剂。星舰加注时间之所以大大缩短，原因在于增设了新泵和副冷却器。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/387512141acbe0d380b288c61698264b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p><p><strong>○点火起飞时长5秒</strong></p><p>星舰第三飞计划从点火到起飞升空设定时长5秒，与第二飞相同，比首飞缩短3秒。去年4月20日首飞从点火到起飞升空设定时长足足8秒，对发射台及其周边造成巨大破坏，甚至导致3台猛禽在起飞前就关闭了启动点火程序（由于飞行控制软件判定发动机状态不符合启动要求）；11月18月第二飞缩短至5秒，从而避免了对发射台、发动机本身的破坏。这次第三飞仍沿用5秒时长，在确保33台猛禽全推进能够达到指定推力值的前提下，尽可能减少甚至避免造成明显破坏。</p><p><strong>○热分离延后3秒</strong></p><p>星舰第三飞计划在T+2分44秒，执行关键的热分离（星舰飞船先点火，随后与级间段分离）。这比星舰第二飞在T+2分41秒执行的热分离稍稍延后3秒。猜想是为了产生更大的叠加推力，进一步加速推进第二级星舰飞船，好让S28减少重力损失，进而提升入轨效能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4216e679d74a71b92495cc83cbd61a5f\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1234\"/></p><p><strong>○更长时间减速</strong></p><p>星舰第三飞计划在T+6分36秒，让超重型B10从超音速减到跨音速，这比星舰第二飞B9计划T+6分18秒实现跨音速，足足延长18秒。猜想星舰测试团队之所以这样延时设计，是为了让超重型火箭以更稳更慢而不是更快更暴烈的飞行姿态返航，从而有助于实现最终操作：垂直海上溅落。也就是说超重型B10最终也是最理想的归宿——距离星舰发射场约数十公里划定的墨西哥湾海域。</p><p><strong>○新增演示部署卫星能力</strong></p><p>星舰第三飞计划在T+11分56秒，打开有效载荷舱门，T+28分21秒关闭。开启时间长达16多分钟，这正是不久后即将在轨部署星链卫星的时长。这期间不仅要开合S28的载荷舱口，还会启动卫星分配器，以测试经过重新设计的舱内卫星分配器。但这次不会部署任何载荷。S28这次携带的卫星分配器，机架高度比之前星舰S24、S25高得多。这一变化意味着让星舰有能力携带和部署更多星链卫星。根据马斯克的乐观预期，最早有望从今年下半年或者年底投入使用，以更大批量部署下一代星链卫星。</p><p><strong>○新增推进剂转移演示</strong></p><p>星舰第三飞计划在T+24分31秒，按计划进行少量推进剂转移测试。具体来说，星舰头锥内部拥有两个小型推进剂舱，一个10吨储量的液氧舱，另一个4吨储量的甲烷舱。计划将头锥液氧舱里的液氧转移加注到主液氧舱。这就是在轨演示少量低温推进剂转移技术，为未来进行双舰在轨演示推进剂转移跨出第一步。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/249ccea10202e9e2743a465009a22ef0\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>为何要在星舰头锥里安装两个小型推进剂舱，而不是从始至终只使用主液氧舱和主甲烷舱？这是星舰从最开始设计的标准配置。之所以需要这样设计，原因也不难理解。当星舰降低轨道进入再入大气层阶段，主液氧舱里的液态氧和主甲烷舱的甲烷都只剩余少量，不可避免地晃动，蒸发，达到沸点，就会产生大量气泡，如果这样输送给推进系统，就会损坏猛禽发动机。所以，这时候需要透过Copvs压力容器为两个满载的小型推进剂舱增压，为猛禽发动机提供安全可靠的推进剂，才能让星舰执行一系列关键操作：再入点火、神龙摆尾、着陆返航。</p><p>这次星舰第三飞如果能成功演示少量推进剂转移的话，会为未来进行双舰在轨演示推进剂转移，提供第一手实测数据和经验。即使演示失败，也会为星舰测试团队提供宝贵的正反馈信息和试验教训。</p><p>顺利的话，最早在今年内进行双星舰在轨演示推进剂转移，一艘星舰与另一艘星舰在轨对接后，其中一艘为另一艘加注推进剂（液氧、液态甲烷），这就是星舰在轨加油（加注推进剂）。再下一步技术演示就是加油版星舰为载人版星舰进行在轨加注测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1540a1423e5b03b17c2aabd491135ac\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>▲根据SpaceX新近提供信息绘制而成的阿尔忒弥斯3号载人登月任务演示图显示，SpaceX需要先发射一艘加长版加油星舰入轨，再接连发射9艘常规版星舰，每艘入轨星舰至少携带100吨推进剂为加长版加油星舰加注推进剂，这样加长版加油星舰将装载大约1100吨推进剂，接下来再为发射入轨的载人版登月星舰提供在轨加油，直到载人版登月星舰装满1200吨推进剂（950吨液氧、250吨液态甲烷）之后满载而飞，奔向月球，对接猎户座飞船，着陆月球南极带，成全两名NASA宇航员登月，实现美国重返月球的多年大梦……而未来的一大步跨越，正基于这次的一小步尝试。</p><p><strong>○星舰大幅缩短飞行时长</strong></p><p>星舰第三飞计划在发射升空49分钟后开始再入大气层，发射1小时后从超音速降到跨音速再到亚音速。计划T+1小时04分39秒，S28执行自毁式海上溅落，在无点火反推下赴死拥抱大洋，为星舰第三飞画上最后一笔浓墨重彩。星舰第三飞计划全程64分钟，这比前两次计划飞行90分钟大幅缩短了26分钟。</p><p>，时长01:02</p><p>▲星舰首飞、第二飞计划飞行演示路径</p><p><strong>○星舰溅落点改到南印度洋</strong></p><p>众所周知，前两次星舰试飞的既定着陆点都是夏威夷群岛考艾岛以北太平洋海域。尽管前两次星舰试飞从未抵达过。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f4f1f6dc1d80dd609c581b74a551023\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"902\"/></p><p>▲根据SpaceX最近向FCC提交的相关申请文件显示，描述星舰第三次测试飞行概况如下：「星舰-超重型测试飞行将从德克萨斯州星舰基地出发。超重型火箭分离后执行部分返航操作，降落在墨西哥湾海域。星舰飞船将继续沿既定路径飞行至大约235公里高度，然后在印度洋执行动力着陆。」</p><p>根据这段文件描述，可以分析出一些关键信息：①执行星舰第三飞的双主角之一S28，设定远地点（飞行最高点）是约为235公里，比前两次设定250公里高度略低。②星舰溅落点从北太平洋海域改到南印度洋海域。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735b92f6c9831a6eea8f049515c4fbb9\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"562\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5bdc6ddd81d2efdec25acc359e89a6\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"506\"/></p><p>▲全球著名航天发射观察家乔纳森·麦克道尔（Jonathan McDowell）绘制的星舰S28飞行路径，以及再入和海上溅落区示意图。（下图）这一溅落区不禁让人联想到：传说中的马航M370失事区域。</p><p>SpaceX团队之所以做出如此调整，三体引力波基于几点猜想与推断：</p><p>①SpaceX意在通过调整轨道高度、缩短飞行时长，从而降低此次测试难度，提升任务完成度及成功率。</p><p>②缩短飞行路径，减少相关手续复杂性和审批时间。由于不再过境印尼群岛、太平洋诸岛国，夏威夷等地，因此会大幅缩短相关手续，包括减少来自多个联邦部门批准手续、协调工作。</p><p>③尽管缩短测试飞行时间，但仍有充足时间用于演示各项主要测试任务。比如进入跨大气层轨道、在轨演示液氧转移、在轨演示部署卫星能力、再入点火、既定海上溅落。</p><p>④之所以将溅落点改到南印度洋，除了可以缩短测试飞行时间和飞行路径外，还在于此处是仅次于南太平洋的全球第二大航天器再入及回收区。海域面积约2000万平方公里，不仅远离人口分布带，而且航班线路也相对较少，非常适合火箭航天器再入和回收。相比前两次设定的夏威夷群岛考艾岛以北海域，各种潜在风险也是大大减少。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d8a621a69edafc510d690312b4141b2\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1442\"/></p><p>以上就是三体引力波针对星舰第三飞的预先解析，至于双主角S28、B10还有更多升级和进化之处，请见——盘点星舰第三飞的双主角迭代亮点。</p><p>马斯克在今年初演讲时所言：「对于星舰第三飞，我们有信心看到入轨，并且在太空机动，在再入阶段顺利点火。所以，我认为星舰第三飞会是进入轨道一个非常好的机会。然后凭借快速发射节奏，最终实现完全可重复使用的星舰发射系统。」马斯克新年畅想曲：刺激2024</p><p>志在必得星舰第三飞的同时，SpaceX还抱持更大野心，正在寻求FAA批准，推进今年发射9次星舰的激进计划。尽快掌握史上最强太空运输系统，成熟驾驭星舰系统，这是SpaceX只争朝夕的动力，更是赢得未来的关键。</p></body></html>","source":"lsy1710324731620","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>预解析星舰第三飞的关键点，与前两次有何不同？</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预解析星舰第三飞的关键点，与前两次有何不同？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 18:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/8zl0Kd0v2TM-p_tuE_qbKg><strong>三体引力波</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX官方终于发布「星舰第三飞」的确切时间：德州当地时间即美中时间3月14日7～9时；世界标准时间3月14日12～14时；北京时间3月14日20～22时。严谨来说，这是个暂定发射时间，并非最终敲定时间。SpaceX官网也已清清楚楚写明：「星舰第三飞最早可能于3月14日启动，等待监管机构的批准」。由于FAA目前尚未正式颁发星舰第三飞发射许可证，理论上还存在着一定变数。不过，根据多个可靠信源透露...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8zl0Kd0v2TM-p_tuE_qbKg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be2b012ccc9faad604063a1c9312c75","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/8zl0Kd0v2TM-p_tuE_qbKg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136124297","content_text":"SpaceX官方终于发布「星舰第三飞」的确切时间：德州当地时间即美中时间3月14日7～9时；世界标准时间3月14日12～14时；北京时间3月14日20～22时。严谨来说，这是个暂定发射时间，并非最终敲定时间。SpaceX官网也已清清楚楚写明：「星舰第三飞最早可能于3月14日启动，等待监管机构的批准」。由于FAA目前尚未正式颁发星舰第三飞发射许可证，理论上还存在着一定变数。不过，根据多个可靠信源透露，美国联邦航空管理局FAA已经非常接近完成发射许可手续，很可能就在这几天公布。来自《华盛顿邮报》航天领域记者克里斯蒂安·达文波特、Ars Technica高级航天编辑艾瑞克·伯格的灵通消息，都佐证了这点。●为何选择π日？之所以SpaceX急迫公布星舰第三飞的瞄准时间，除了安慰一下全球星舰粉丝的长期饥渴症以外，还有两点用意：其一，逼迫监管机构FAA尽快颁发许可证；其二，3月14日即SpaceX公司创立纪念日，在特殊时间节点上立个大Flag，不仅对内提振士气，而且对外博人眼球。这正是马斯克一贯的做事风格。星舰首飞日选定传奇数字4/20星舰第二飞为何推迟到18日？●怎样围观星舰第三飞？SpaceX官方给出两种围观发射直播路径，一是官网：https://www.spacex.com/launches/；二是X平台：https://twitter.com/SpaceX。发射前30分钟，SpaceX将开启网络直播。如果按计划顺利进行的话，官方网络直播开始时间：北京时间3月14日19:30；美东时间3月14日7:30；美中时间3月14日6:30；世界标准时间3月14日11:30。●有没有备选发射时间？当然有，一旦因故延后，还有几个备选发射时间。根据美国联邦航空管理局最新发布的航空通告（NOTAM）临时飞行限制、美国海岸警卫队最新发布的【德州博卡奇卡区域海事安全信息公报】显示，德州当地时间（美中时间）3月14日、15日、18日上午7:00～9:31，以及3月16日、17日上午7:00～8:01，SpaceX计划择机进行星舰试飞。通常这类通告的限定时间会比实际发射窗口延长30分钟，因此换算成实际发射窗口：美中时间3月14日、15日、18日上午7:00～9:00，以及3月16日、17日上午7:00～7:30。换成北京时间：3月14日、15日、18日20:00～22:00，以及3月16日、17日20:00～20:30。●与前两次试飞有何不同？除了发射时间、星舰主角、软硬件升级、发射结果等这些显而易见的区别以外，星舰第三飞与前两飞的主要不同点在于：发射流程调整，飞行时长缩短，测试任务增多。以下具体看看——○缩短倒计时流程从前两次倒计时两小时，星舰第三飞缩短到1小时15分。T-1:15:00，SpaceX星舰发射总监开始确认各部门预备状况，核准无误后，下达推进剂加注指令。○加注顺序调整前两次发射前都是先给第一级超重型火箭加注推进剂（同时加液氧、液态甲烷），随后再给第二级星舰飞船加注（先加液态甲烷、再加液氧），但这次却是先给第二级星舰飞船加注（先加液氧、再加液态甲烷），再给第一级超重型火箭加注推进剂（先加液氧、再加液态甲烷）。○加注时间大大缩短前两次加注时间大约需要97分钟（从T-1:37一直到T-0），但这次计划只需50分钟（从T-53分直到T-2分50秒），足足缩短47分钟。而在3月4日首次湿彩排更快，45分钟快速加注4500多吨推进剂。星舰加注时间之所以大大缩短，原因在于增设了新泵和副冷却器。○点火起飞时长5秒星舰第三飞计划从点火到起飞升空设定时长5秒，与第二飞相同，比首飞缩短3秒。去年4月20日首飞从点火到起飞升空设定时长足足8秒，对发射台及其周边造成巨大破坏，甚至导致3台猛禽在起飞前就关闭了启动点火程序（由于飞行控制软件判定发动机状态不符合启动要求）；11月18月第二飞缩短至5秒，从而避免了对发射台、发动机本身的破坏。这次第三飞仍沿用5秒时长，在确保33台猛禽全推进能够达到指定推力值的前提下，尽可能减少甚至避免造成明显破坏。○热分离延后3秒星舰第三飞计划在T+2分44秒，执行关键的热分离（星舰飞船先点火，随后与级间段分离）。这比星舰第二飞在T+2分41秒执行的热分离稍稍延后3秒。猜想是为了产生更大的叠加推力，进一步加速推进第二级星舰飞船，好让S28减少重力损失，进而提升入轨效能。○更长时间减速星舰第三飞计划在T+6分36秒，让超重型B10从超音速减到跨音速，这比星舰第二飞B9计划T+6分18秒实现跨音速，足足延长18秒。猜想星舰测试团队之所以这样延时设计，是为了让超重型火箭以更稳更慢而不是更快更暴烈的飞行姿态返航，从而有助于实现最终操作：垂直海上溅落。也就是说超重型B10最终也是最理想的归宿——距离星舰发射场约数十公里划定的墨西哥湾海域。○新增演示部署卫星能力星舰第三飞计划在T+11分56秒，打开有效载荷舱门，T+28分21秒关闭。开启时间长达16多分钟，这正是不久后即将在轨部署星链卫星的时长。这期间不仅要开合S28的载荷舱口，还会启动卫星分配器，以测试经过重新设计的舱内卫星分配器。但这次不会部署任何载荷。S28这次携带的卫星分配器，机架高度比之前星舰S24、S25高得多。这一变化意味着让星舰有能力携带和部署更多星链卫星。根据马斯克的乐观预期，最早有望从今年下半年或者年底投入使用，以更大批量部署下一代星链卫星。○新增推进剂转移演示星舰第三飞计划在T+24分31秒，按计划进行少量推进剂转移测试。具体来说，星舰头锥内部拥有两个小型推进剂舱，一个10吨储量的液氧舱，另一个4吨储量的甲烷舱。计划将头锥液氧舱里的液氧转移加注到主液氧舱。这就是在轨演示少量低温推进剂转移技术，为未来进行双舰在轨演示推进剂转移跨出第一步。为何要在星舰头锥里安装两个小型推进剂舱，而不是从始至终只使用主液氧舱和主甲烷舱？这是星舰从最开始设计的标准配置。之所以需要这样设计，原因也不难理解。当星舰降低轨道进入再入大气层阶段，主液氧舱里的液态氧和主甲烷舱的甲烷都只剩余少量，不可避免地晃动，蒸发，达到沸点，就会产生大量气泡，如果这样输送给推进系统，就会损坏猛禽发动机。所以，这时候需要透过Copvs压力容器为两个满载的小型推进剂舱增压，为猛禽发动机提供安全可靠的推进剂，才能让星舰执行一系列关键操作：再入点火、神龙摆尾、着陆返航。这次星舰第三飞如果能成功演示少量推进剂转移的话，会为未来进行双舰在轨演示推进剂转移，提供第一手实测数据和经验。即使演示失败，也会为星舰测试团队提供宝贵的正反馈信息和试验教训。顺利的话，最早在今年内进行双星舰在轨演示推进剂转移，一艘星舰与另一艘星舰在轨对接后，其中一艘为另一艘加注推进剂（液氧、液态甲烷），这就是星舰在轨加油（加注推进剂）。再下一步技术演示就是加油版星舰为载人版星舰进行在轨加注测试。▲根据SpaceX新近提供信息绘制而成的阿尔忒弥斯3号载人登月任务演示图显示，SpaceX需要先发射一艘加长版加油星舰入轨，再接连发射9艘常规版星舰，每艘入轨星舰至少携带100吨推进剂为加长版加油星舰加注推进剂，这样加长版加油星舰将装载大约1100吨推进剂，接下来再为发射入轨的载人版登月星舰提供在轨加油，直到载人版登月星舰装满1200吨推进剂（950吨液氧、250吨液态甲烷）之后满载而飞，奔向月球，对接猎户座飞船，着陆月球南极带，成全两名NASA宇航员登月，实现美国重返月球的多年大梦……而未来的一大步跨越，正基于这次的一小步尝试。○星舰大幅缩短飞行时长星舰第三飞计划在发射升空49分钟后开始再入大气层，发射1小时后从超音速降到跨音速再到亚音速。计划T+1小时04分39秒，S28执行自毁式海上溅落，在无点火反推下赴死拥抱大洋，为星舰第三飞画上最后一笔浓墨重彩。星舰第三飞计划全程64分钟，这比前两次计划飞行90分钟大幅缩短了26分钟。，时长01:02▲星舰首飞、第二飞计划飞行演示路径○星舰溅落点改到南印度洋众所周知，前两次星舰试飞的既定着陆点都是夏威夷群岛考艾岛以北太平洋海域。尽管前两次星舰试飞从未抵达过。▲根据SpaceX最近向FCC提交的相关申请文件显示，描述星舰第三次测试飞行概况如下：「星舰-超重型测试飞行将从德克萨斯州星舰基地出发。超重型火箭分离后执行部分返航操作，降落在墨西哥湾海域。星舰飞船将继续沿既定路径飞行至大约235公里高度，然后在印度洋执行动力着陆。」根据这段文件描述，可以分析出一些关键信息：①执行星舰第三飞的双主角之一S28，设定远地点（飞行最高点）是约为235公里，比前两次设定250公里高度略低。②星舰溅落点从北太平洋海域改到南印度洋海域。▲全球著名航天发射观察家乔纳森·麦克道尔（Jonathan McDowell）绘制的星舰S28飞行路径，以及再入和海上溅落区示意图。（下图）这一溅落区不禁让人联想到：传说中的马航M370失事区域。SpaceX团队之所以做出如此调整，三体引力波基于几点猜想与推断：①SpaceX意在通过调整轨道高度、缩短飞行时长，从而降低此次测试难度，提升任务完成度及成功率。②缩短飞行路径，减少相关手续复杂性和审批时间。由于不再过境印尼群岛、太平洋诸岛国，夏威夷等地，因此会大幅缩短相关手续，包括减少来自多个联邦部门批准手续、协调工作。③尽管缩短测试飞行时间，但仍有充足时间用于演示各项主要测试任务。比如进入跨大气层轨道、在轨演示液氧转移、在轨演示部署卫星能力、再入点火、既定海上溅落。④之所以将溅落点改到南印度洋，除了可以缩短测试飞行时间和飞行路径外，还在于此处是仅次于南太平洋的全球第二大航天器再入及回收区。海域面积约2000万平方公里，不仅远离人口分布带，而且航班线路也相对较少，非常适合火箭航天器再入和回收。相比前两次设定的夏威夷群岛考艾岛以北海域，各种潜在风险也是大大减少。以上就是三体引力波针对星舰第三飞的预先解析，至于双主角S28、B10还有更多升级和进化之处，请见——盘点星舰第三飞的双主角迭代亮点。马斯克在今年初演讲时所言：「对于星舰第三飞，我们有信心看到入轨，并且在太空机动，在再入阶段顺利点火。所以，我认为星舰第三飞会是进入轨道一个非常好的机会。然后凭借快速发射节奏，最终实现完全可重复使用的星舰发射系统。」马斯克新年畅想曲：刺激2024志在必得星舰第三飞的同时，SpaceX还抱持更大野心，正在寻求FAA批准，推进今年发射9次星舰的激进计划。尽快掌握史上最强太空运输系统，成熟驾驭星舰系统，这是SpaceX只争朝夕的动力，更是赢得未来的关键。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"跟着狂魔哥理财","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":1,"crmLevelSwitch":0},"content":"对比去年就知道了 去年也是差不多这个时候发的星舰 失败了股票亏了好几个点","text":"对比去年就知道了 去年也是差不多这个时候发的星舰 失败了股票亏了好几个点","html":"对比去年就知道了 去年也是差不多这个时候发的星舰 失败了股票亏了好几个点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278191388618864,"gmtCreate":1708944003007,"gmtModify":1708944003999,"author":{"id":"3560502392868344","authorId":"3560502392868344","name":"釖釖虎","avatar":"https://static.tigerbbs.com/342cfb82a2f1fde098cb308fe87665f6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LOT\">$Lotus Technology(LOT)$</a> 这票有戏吗？毕竟销量十分有限！","listText":"<a href=\"https://laohu8.com/S/LOT\">$Lotus Technology(LOT)$</a> 这票有戏吗？毕竟销量十分有限！","text":"$Lotus Technology(LOT)$ 这票有戏吗？毕竟销量十分有限！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/278191388618864","isVote":1,"tweetType":1,"viewCount":2352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486607973205937","authorId":"3486607973205937","name":"涨了叫我哈","avatar":"https://static.tigerbbs.com/6812f9ec01b25cc92e86a5073445ad44","crmLevel":5,"crmLevelSwitch":0},"content":"你不是自己回答自己了吗","text":"你不是自己回答自己了吗","html":"你不是自己回答自己了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275693962277000,"gmtCreate":1708330887359,"gmtModify":1708330889018,"author":{"id":"3560502392868344","authorId":"3560502392868344","name":"釖釖虎","avatar":"https://static.tigerbbs.com/342cfb82a2f1fde098cb308fe87665f6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"太恐怖","listText":"太恐怖","text":"太恐怖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275693962277000","repostId":"2412092207","repostType":4,"repost":{"id":"2412092207","pubTimestamp":1708322739,"share":"https://www.laohu8.com/m/news/2412092207?lang=&edition=full","pubTime":"2024-02-19 14:05","market":"us","language":"zh","title":"OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2412092207","media":"格隆汇","summary":"马斯克“坐不住”了！","content":"<html><head></head><body><blockquote><p>马斯克“坐不住”了！</p></blockquote><p>2024伊始，OpenAI 最新发布的文本生成视频模型Sora再度震惊世界。</p><p>无疑，这是继ChatGPT之后的又一大阶段性的突破。</p><p>今日作为A股节后开市的第一天，AI概念股为之一振掀起了全线狂欢潮，<a href=\"https://laohu8.com/S/300578\">会畅通讯</a>、<a href=\"https://laohu8.com/S/300364\">中文在线</a>、<a href=\"https://laohu8.com/S/301270\">汉仪股份</a>、<a href=\"https://laohu8.com/S/688039\">当虹科技</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、<a href=\"https://laohu8.com/S/300781\">因赛集团</a>等多股涨停。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f51248df891e63c3fe6c5453c407b2f\" title=\"\" tg-width=\"549\" tg-height=\"294\"/></p><p><strong>Sora横空出世</strong></p><p>Sora一出，震惊四座。</p><p>当地时间2月15日，Open AI发布了首个文生视频模型Sora，它可以根据用户的文本提示快速制作长达一分钟的逼真视频。</p><p><strong>Open AI称其为“世界模拟器”。</strong></p><p>据介绍，Sora 能够生成具有多个角色、特定类型的运动以及主体和背景的准确细节的复杂场景。该模型不仅了解用户在提示中提出的要求，还了解这些东西在物理世界中的存在方式。</p><p>OpenAI表示，Sora是能够理解和模拟现实世界的模型基础，相信这一功能将成为实现AGI（通用人工智能）的重要里程碑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d33f78ad7465881a42dfeb66b1b22f5\" title=\"\" tg-width=\"669\" tg-height=\"595\"/></p><p>从Sora生成的视频来看，极其“逼真”和“富有想象力”的画面令人惊叹。其中高度细致的背景、复杂的多角度镜头等，让网友们直呼“现实不存在了”。</p><p>人们都说，真正看到新工业革命的来临，下一个十年将是最为疯狂的十年。也有网友直呼game over，要失业了，甚至有人已经开始“悼念”一整个行业。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f606b6bbdbc04f3c54a43bd9e9a53010\" title=\"\" tg-width=\"664\" tg-height=\"223\"/></p><p><strong>一直走在潮流前线的马斯克见此也“坐不住”了。</strong></p><p>在Sora问世后，马斯克随即在X上发布了一篇帖子，展示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>去年首次推出的一些生成视频。</p><p>在过去的几天里，他也多次提到关于 OpenAI 的总体情况和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在现实世界视频生成方面的努力。</p><p>在其中一篇文章中，马斯克回复了“特斯拉应该制作一款视频游戏”的帖子，并表示他长期以来一直想这样做。</p><p>他认为特斯拉的“现实世界模拟和视频生成是世界上最好的”，不过在推出无监督全自动驾驶（FSD）之前，该公司将无法制作游戏对公众。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91caa0f2be3eaad714ff1070c64f970\" title=\"\" tg-width=\"820\" tg-height=\"603\"/></p><p>马斯克还表示，特斯拉已经有能力用精确的物理原理生成真实世界的视频大约一年了，但这些系统创建的生成视频并不是很有趣，因为训练数据来自其汽车。</p><p>他说，它看起来就像特斯拉的普通视频，尽管它实际上是用“动态生成（不记得）的世界”创建的。</p><blockquote><p>“Tesla 视频生成超越 OpenAI 的地方在于它预测了极其准确的物理现象，这对于自动驾驶来说至关重要。”</p></blockquote><p><strong>换言之，OpenAI做的东西，他早早就做出来了。</strong></p><p>众所周知，马斯克与 OpenAI 曾有过一段具有争议的历史渊源。此前，马斯克也一直对 OpenAI 从非营利性公司向营利性公司的转变持高度批评态度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912d417e6afb8b27cb271c5530d51b56\" title=\"\" tg-width=\"1018\" tg-height=\"637\"/></p><p>所以去年，他还推出了自己的人工智能公司“xAI”，并且于 11 月推出了其首款产品—— Grok 大模型。不过眼下，想要赶超ChatGPT似乎还有些困难。</p><p><strong>AI多模态风起云涌</strong></p><p>自ChatGPT引爆起，国内大模型们的追赶一刻也没停下。</p><p>去年来，科技大厂、创业企业、科研院所纷纷入局AI大模型。据不完全统计，已有十多家A股上市公司之前已经在布局多模态大模型或对AI视频相关研发。</p><p>其中在视频生成领域，已有海康威、<a href=\"https://laohu8.com/S/600728\">佳都科技</a>、<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>、<a href=\"https://laohu8.com/S/002236\">大华股份</a>、<a href=\"https://laohu8.com/S/688475\">萤石网络</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、<a href=\"https://laohu8.com/S/300781\">因赛集团</a>、<a href=\"https://laohu8.com/S/300229\">拓尔思</a>、<a href=\"https://laohu8.com/S/688039\">当虹科技</a>等多家A股上市公司积极布局。</p><p>而对于Sora的影响，360集团创始人、董事长周鸿祎稍早前在<a href=\"https://laohu8.com/S/WB\">微博</a>发文表示，<strong>Sora意味着AGI实现将从10年缩短到两三年。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c5ccfa646fed26c013c55b2e1f2fd8f\" title=\"\" tg-width=\"694\" tg-height=\"460\"/></p><p>周鸿祎说，年前分享了大模型十大趋势预测，没想到年还没过完，就验证了好几个。</p><p>从Gemini、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的Chat With RTX到OpenAI发布Sora，大家都觉得很炸裂。对于怎么看Sora，周鸿祎谈了几个观点<strong>，总体来说，就是AGI很快会实现，就这几年的事儿了。</strong></p><blockquote><p><strong>第一，</strong>科技竞争最终比拼的是让人才密度和深厚积累。<br/><strong>第二，</strong>AI不一定那么快颠覆所有行业，但它能激发更多人的创作力。<br/><strong>第三，</strong>我一直说国内大模型发展水平表面看已经接近 GPT-3.5 了，但实际上跟 4.0 比还有一年半的差距。而且我相信 OpenAl手里应该还藏着一些秘密武器。<br/><strong>第四，</strong>大语言模型最牛的是，它不是填空机而是能完整地理解这个世界的知识。</p></blockquote><p><a href=\"https://laohu8.com/S/000750\">国海证券</a>认为，<strong>Sora体现出大模型进化速度的超预期。</strong></p><p>截至2023年12月份，ChatGPT用户数1.8亿，网站月均访问量17亿次，OpenAI估值超1000亿美元，Sora的发布将打开OpenAI用户量价和估值空间。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>研报指出，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。同时，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>最新多模态大模型Gemini 1.5以及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>本地聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>Chat with RTX也在近期陆续发布。</p><p>AI发展趋势已经愈发明确，AI产业成熟的商业模式与“收入—资本开支”的良性循环亦在逐步形成。这有望缓解市场对于光模块等算力设备投资持续性的担忧，从而<strong>打开龙头厂商估值空间。</strong></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？</title>\n<style 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href=\"https://www.gelonghui.com/p/694136\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6cf5b402ba26b52fbd60a8ae3a71fec","relate_stocks":{"300364":"中文在线","300578":"会畅通讯","300624":"万兴科技","300781":"因赛集团","301270":"汉仪股份","688039":"当虹科技","BK0087":"IP流量变现","BK0231":"软件信息","BK0132":"高送转概念","BK0098":"文化传媒概念","BK0268":"新闻出版","BK0210":"商务服务"},"source_url":"https://www.gelonghui.com/p/694136","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2412092207","content_text":"马斯克“坐不住”了！2024伊始，OpenAI 最新发布的文本生成视频模型Sora再度震惊世界。无疑，这是继ChatGPT之后的又一大阶段性的突破。今日作为A股节后开市的第一天，AI概念股为之一振掀起了全线狂欢潮，会畅通讯、中文在线、汉仪股份、当虹科技、万兴科技、因赛集团等多股涨停。Sora横空出世Sora一出，震惊四座。当地时间2月15日，Open AI发布了首个文生视频模型Sora，它可以根据用户的文本提示快速制作长达一分钟的逼真视频。Open AI称其为“世界模拟器”。据介绍，Sora 能够生成具有多个角色、特定类型的运动以及主体和背景的准确细节的复杂场景。该模型不仅了解用户在提示中提出的要求，还了解这些东西在物理世界中的存在方式。OpenAI表示，Sora是能够理解和模拟现实世界的模型基础，相信这一功能将成为实现AGI（通用人工智能）的重要里程碑。从Sora生成的视频来看，极其“逼真”和“富有想象力”的画面令人惊叹。其中高度细致的背景、复杂的多角度镜头等，让网友们直呼“现实不存在了”。人们都说，真正看到新工业革命的来临，下一个十年将是最为疯狂的十年。也有网友直呼game over，要失业了，甚至有人已经开始“悼念”一整个行业。一直走在潮流前线的马斯克见此也“坐不住”了。在Sora问世后，马斯克随即在X上发布了一篇帖子，展示了特斯拉去年首次推出的一些生成视频。在过去的几天里，他也多次提到关于 OpenAI 的总体情况和特斯拉在现实世界视频生成方面的努力。在其中一篇文章中，马斯克回复了“特斯拉应该制作一款视频游戏”的帖子，并表示他长期以来一直想这样做。他认为特斯拉的“现实世界模拟和视频生成是世界上最好的”，不过在推出无监督全自动驾驶（FSD）之前，该公司将无法制作游戏对公众。马斯克还表示，特斯拉已经有能力用精确的物理原理生成真实世界的视频大约一年了，但这些系统创建的生成视频并不是很有趣，因为训练数据来自其汽车。他说，它看起来就像特斯拉的普通视频，尽管它实际上是用“动态生成（不记得）的世界”创建的。“Tesla 视频生成超越 OpenAI 的地方在于它预测了极其准确的物理现象，这对于自动驾驶来说至关重要。”换言之，OpenAI做的东西，他早早就做出来了。众所周知，马斯克与 OpenAI 曾有过一段具有争议的历史渊源。此前，马斯克也一直对 OpenAI 从非营利性公司向营利性公司的转变持高度批评态度。所以去年，他还推出了自己的人工智能公司“xAI”，并且于 11 月推出了其首款产品—— Grok 大模型。不过眼下，想要赶超ChatGPT似乎还有些困难。AI多模态风起云涌自ChatGPT引爆起，国内大模型们的追赶一刻也没停下。去年来，科技大厂、创业企业、科研院所纷纷入局AI大模型。据不完全统计，已有十多家A股上市公司之前已经在布局多模态大模型或对AI视频相关研发。其中在视频生成领域，已有海康威、佳都科技、昆仑万维、大华股份、萤石网络、万兴科技、因赛集团、拓尔思、当虹科技等多家A股上市公司积极布局。而对于Sora的影响，360集团创始人、董事长周鸿祎稍早前在微博发文表示，Sora意味着AGI实现将从10年缩短到两三年。周鸿祎说，年前分享了大模型十大趋势预测，没想到年还没过完，就验证了好几个。从Gemini、英伟达的Chat With RTX到OpenAI发布Sora，大家都觉得很炸裂。对于怎么看Sora，周鸿祎谈了几个观点，总体来说，就是AGI很快会实现，就这几年的事儿了。第一，科技竞争最终比拼的是让人才密度和深厚积累。第二，AI不一定那么快颠覆所有行业，但它能激发更多人的创作力。第三，我一直说国内大模型发展水平表面看已经接近 GPT-3.5 了，但实际上跟 4.0 比还有一年半的差距。而且我相信 OpenAl手里应该还藏着一些秘密武器。第四，大语言模型最牛的是，它不是填空机而是能完整地理解这个世界的知识。国海证券认为，Sora体现出大模型进化速度的超预期。截至2023年12月份，ChatGPT用户数1.8亿，网站月均访问量17亿次，OpenAI估值超1000亿美元，Sora的发布将打开OpenAI用户量价和估值空间。中信证券研报指出，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。同时，谷歌最新多模态大模型Gemini 1.5以及英伟达本地聊天机器人Chat with 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