HankeHo的个人主页 - 老虎社区

HankeHo

HankeHo

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IP属地：福建

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05-02 06:41

$闪迪(SNDK)$ $英特尔(INTC)$

$美光科技(MU)$

$特斯拉(TSLA)$ 五月第一天，绿到你发光，都拿住了。闪迪1148跌到1080，凌晨2点半开始重新起来到盘后1190，持仓需要信仰。

05-01 23:03

可以加仓了1084

@funamiyui:$闪迪(SNDK)$ 我还想着加仓呢，怎么没跌下来

05-01 22:49

$闪迪(SNDK)$ 今天机构追到1158，是否可以做T，我看又回落到1100。

04-30 23:42

目前intc持仓成本90美金，逢低买入，逢高是否要调整仓位。

@AaronHy:读懂这篇长文读懂英特尔的交易逻辑

04-30 15:18

$英特尔(INTC)$ 目前持仓500股，看好英特尔在本周突破100美金，维持在95坑位。5月份上120美金

04-29

看后谷歌，谷歌护城河高，云业务占领半壁江山。

04-02

$闪迪(SNDK)$ 650以下继续买入吗$闪迪(SNDK)$

04-02

$美光科技(MU)$ 是否可以继续买入

2025-03-11

$特斯拉(TSLA)$ 本月到300

2021-07-13

是不是得跑？

版权时代终结？消息称腾讯音乐将被要求放弃独家版权

2021-04-12

造成发新品回购，跌这么多，是因为回购原因吗

小米集团今日回购1997万股股份，涉资4.986亿港元

2021-04-07

$亿邦国际(EBON)$skr

2021-04-06

$腾讯音乐(TME)$good

2021-04-05

$知乎(ZH)$先走一波再入

2021-03-27

$腾讯音乐(TME)$good guy

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今天机构追到1158，是否可以做T，我看又回落到1100。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今天机构追到1158，是否可以做T，我看又回落到1100。","text":"$闪迪(SNDK)$ 今天机构追到1158，是否可以做T，我看又回落到1100。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559576129192208","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559235096995552,"gmtCreate":1777563771300,"gmtModify":1777563773883,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"目前intc持仓成本90美金，逢低买入，逢高是否要调整仓位。","listText":"目前intc持仓成本90美金，逢低买入，逢高是否要调整仓位。","text":"目前intc持仓成本90美金，逢低买入，逢高是否要调整仓位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559235096995552","repostId":"543713773793440","repostType":1,"repost":{"id":543713773793440,"gmtCreate":1773768188926,"gmtModify":1773826800131,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"读懂这篇长文 读懂英特尔的交易逻辑","htmlText":"英特尔现在不单单是一家公司，而是美国国家战略的一部分，目前全球最先进的芯片制造产能超过90%集中在台湾，美国政府非常焦虑，万一台海出事，全球芯片供应链瞬间断裂。从IPhone。到F35，战斗机全都造不出来，所以美国砸下了芯片法案，几百亿美元的补贴就是要扶持本土的芯片制造能力，而英特尔是唯一一家有希望扛起这面大旗的美国公司，台积电在亚利桑那建的厂。工人都是从台湾飞过去的，技术还是台湾的。三星在德州的厂良率一直上不去，大客户纷纷跑路。只有英特尔是土生土长的美国公司，有完整的研发和制造能力，有几十年的技术积累，他不成功。美国的芯片制造复兴就是一句空话，所以你会看到美国政府给英特尔的支持力度是空前的，补贴、贷款、国防订单，政策倾斜，能给的都给这不是因为英特尔特别优秀，而是因为美国没有别的选择。 18A是英特尔的技术底牌，全球唯一同时量产GAA加背面供电代工业务是长期愿景，但兑现预期在28年，先进封装是眼前的现金流，已经有客户预付定金抢产能，而背后的战略支撑是美国芯片制造复兴的国家意志，技术有了，客户在谈，政策在扶持。 另外从这次gtc大会可以看到，CPU已经不是配角！配角这个观点在过去两年几乎成了市场共识。打开任何一篇AI分析报告，主角儿永远是英伟达，GPU、GPU还是GPU？黄仁勋穿着皮夹克往台上一站下就。CPU呢，像个过气明星，偶尔被提一嘴，但从来不是焦点。很多投资人心里的潜台词是英特尔，那不是上个时代的公司吗？ 我们先搞清楚一个基本。AI不只是训练！ 黄教主这次着重的说了AI的五重架构！ 过去两年大家看到的AI军备竞赛主要是什么？是OpenAI、Google、meta这些巨头疯狂囤积GPU，训练越来越大的模型，GPT3、GPT 4、GPT 5参数。量从千亿飙到万亿，现在大模型确实需要海量的GPU，几千块、几百块显卡并联，烧电如烧钱算力。 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是否可以继续买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549327802022024","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412352383820272,"gmtCreate":1741706806204,"gmtModify":1741706807609,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 本月到300","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 本月到300","text":"$特斯拉(TSLA)$ 本月到300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412352383820272","isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142193511,"gmtCreate":1626135318033,"gmtModify":1626135318033,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"是不是得跑？","listText":"是不是得跑？","text":"是不是得跑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142193511","repostId":"1161591491","repostType":2,"repost":{"id":"1161591491","kind":"news","weMediaInfo":{"introduction":"驱动中国是国内领先的垂直科技媒体，提供及时准确的国内外IT新闻事件。","home_visible":1,"media_name":"驱动中国","id":"1061737577","head_image":"https://static.tigerbbs.com/c00c83967fc2d0b99a8620aea0f372be"},"pubTimestamp":1626131560,"share":"https://www.laohu8.com/m/news/1161591491?lang=zh_CN&edition=full","pubTime":"2021-07-13 07:12","market":"us","language":"zh","title":"版权时代终结？消息称腾讯音乐将被要求放弃独家版权","url":"https://stock-news.laohu8.com/highlight/detail?id=1161591491","media":"驱动中国","summary":"随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令腾讯音乐娱乐集团放弃唱片公司的独家音乐版权。\n知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗","content":"<p>随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>娱乐集团放弃唱片公司的独家音乐版权。</p>\n<p>知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗音乐。今年4月，知情人士曾透露，国家市场监管总局告知腾讯音乐可能必须得出售酷我和酷狗音乐。</p>\n<p>据悉，国家市场监管总局从2018年开始调查腾讯音乐，但是在腾讯音乐同意停止续签部分独家版权后在2019年停止了调查。不过，腾讯保留了周杰伦和其他知名艺人的独家音乐版权，以此作为竞争优势抗衡其他对手。</p>\n<p>去年年底，国家市场监管总局加强了对互联网巨头的审查，腾讯音乐因未正确申报收购酷我音乐和酷狗音乐而受到50万元罚款，把国家市场监管总局对腾讯音乐的调查推向了高潮。</p>\n<p>目前尚不清楚除了腾讯音乐面临放弃独家版权处罚外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>会不会受到进一步反垄断罚款。</p>\n<p>截至发稿，腾讯控股、腾讯音乐尚未置评。</p>\n<p><img src=\"https://static.tigerbbs.com/3253866de92fd203e551fdd52c37e0b2\" tg-width=\"527\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p>\n<p>长期以来，音乐市场的版权之争都令人关注，如果腾讯音乐被要求放弃唱片公司的独家音乐版权，将在一定程度上改变在线音乐行业的格局，让TME版权不再成为独家，将头部版权的“羹”分散开来后，除了给<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐带来更多内容优势外，也给二三梯队的在线音乐平台、短视频推出的音乐产品更多机会。</p>\n<p>值得注意的是，TME在今年进行了一场组织架构和人员调整，成立了两大新部门：基础架构部和内容信息平台部，前者负责腾讯音乐业务线技术和安全中泰的研发运营工作，后者负责腾讯音乐版权和内容管理，统一对接线上版权供给方和下游内容消费方。</p>\n<p>版权内容管理的集中化，对版权内容的采买及分发带来了便利，TME的下一步动作值得关注。</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>版权时代终结？消息称腾讯音乐将被要求放弃独家版权</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版权时代终结？消息称腾讯音乐将被要求放弃独家版权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061737577\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c00c83967fc2d0b99a8620aea0f372be);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">驱动中国 </p>\n<p class=\"h-time\">2021-07-13 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>娱乐集团放弃唱片公司的独家音乐版权。</p>\n<p>知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗音乐。今年4月，知情人士曾透露，国家市场监管总局告知腾讯音乐可能必须得出售酷我和酷狗音乐。</p>\n<p>据悉，国家市场监管总局从2018年开始调查腾讯音乐，但是在腾讯音乐同意停止续签部分独家版权后在2019年停止了调查。不过，腾讯保留了周杰伦和其他知名艺人的独家音乐版权，以此作为竞争优势抗衡其他对手。</p>\n<p>去年年底，国家市场监管总局加强了对互联网巨头的审查，腾讯音乐因未正确申报收购酷我音乐和酷狗音乐而受到50万元罚款，把国家市场监管总局对腾讯音乐的调查推向了高潮。</p>\n<p>目前尚不清楚除了腾讯音乐面临放弃独家版权处罚外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>会不会受到进一步反垄断罚款。</p>\n<p>截至发稿，腾讯控股、腾讯音乐尚未置评。</p>\n<p><img src=\"https://static.tigerbbs.com/3253866de92fd203e551fdd52c37e0b2\" tg-width=\"527\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p>\n<p>长期以来，音乐市场的版权之争都令人关注，如果腾讯音乐被要求放弃唱片公司的独家音乐版权，将在一定程度上改变在线音乐行业的格局，让TME版权不再成为独家，将头部版权的“羹”分散开来后，除了给<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐带来更多内容优势外，也给二三梯队的在线音乐平台、短视频推出的音乐产品更多机会。</p>\n<p>值得注意的是，TME在今年进行了一场组织架构和人员调整，成立了两大新部门：基础架构部和内容信息平台部，前者负责腾讯音乐业务线技术和安全中泰的研发运营工作，后者负责腾讯音乐版权和内容管理，统一对接线上版权供给方和下游内容消费方。</p>\n<p>版权内容管理的集中化，对版权内容的采买及分发带来了便利，TME的下一步动作值得关注。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06c120bbb961941a6910f63352c38f2b","relate_stocks":{"TME":"腾讯音乐"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161591491","content_text":"随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令腾讯音乐娱乐集团放弃唱片公司的独家音乐版权。\n知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗音乐。今年4月，知情人士曾透露，国家市场监管总局告知腾讯音乐可能必须得出售酷我和酷狗音乐。\n据悉，国家市场监管总局从2018年开始调查腾讯音乐，但是在腾讯音乐同意停止续签部分独家版权后在2019年停止了调查。不过，腾讯保留了周杰伦和其他知名艺人的独家音乐版权，以此作为竞争优势抗衡其他对手。\n去年年底，国家市场监管总局加强了对互联网巨头的审查，腾讯音乐因未正确申报收购酷我音乐和酷狗音乐而受到50万元罚款，把国家市场监管总局对腾讯音乐的调查推向了高潮。\n目前尚不清楚除了腾讯音乐面临放弃独家版权处罚外，腾讯控股会不会受到进一步反垄断罚款。\n截至发稿，腾讯控股、腾讯音乐尚未置评。\n\n长期以来，音乐市场的版权之争都令人关注，如果腾讯音乐被要求放弃唱片公司的独家音乐版权，将在一定程度上改变在线音乐行业的格局，让TME版权不再成为独家，将头部版权的“羹”分散开来后，除了给网易云音乐带来更多内容优势外，也给二三梯队的在线音乐平台、短视频推出的音乐产品更多机会。\n值得注意的是，TME在今年进行了一场组织架构和人员调整，成立了两大新部门：基础架构部和内容信息平台部，前者负责腾讯音乐业务线技术和安全中泰的研发运营工作，后者负责腾讯音乐版权和内容管理，统一对接线上版权供给方和下游内容消费方。\n版权内容管理的集中化，对版权内容的采买及分发带来了便利，TME的下一步动作值得关注。","news_type":1,"symbols_score_info":{"TME":0.9}},"isVote":1,"tweetType":1,"viewCount":5293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342532716,"gmtCreate":1618230509535,"gmtModify":1618230509535,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"造成 发新品 回购，跌这么多，是因为回购原因吗","listText":"造成 发新品 回购，跌这么多，是因为回购原因吗","text":"造成 发新品 回购，跌这么多，是因为回购原因吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342532716","repostId":"1104819972","repostType":4,"repost":{"id":"1104819972","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618230373,"share":"https://www.laohu8.com/m/news/1104819972?lang=zh_CN&edition=full","pubTime":"2021-04-12 20:26","market":"hk","language":"zh","title":"小米集团今日回购1997万股股份，涉资4.986亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1104819972","media":"老虎资讯综合","summary":"$小米集团(01810)$：今日回购1997万股股份，涉资4.986亿港元。\n\n\n\n小米集团今日下跌2.92%，收盘报24.95港元。","content":"<p><a href=\"https://laohu8.com/S/01810\">小米集团</a>：今日回购1997万股股份，涉资4.986亿港元。</p><p><img src=\"https://static.tigerbbs.com/9fce787b687d54db0ea2e7b87685f8d9\" tg-width=\"630\" tg-height=\"369\"></p><p>小米集团今日下跌2.92%，收盘报24.95港元。</p><p><img src=\"https://static.tigerbbs.com/c24e4e94a4b875ccd8731c44a1195b52\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>小米集团今日回购1997万股股份，涉资4.986亿港元</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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href=\"https://laohu8.com/S/01810\">小米集团</a>：今日回购1997万股股份，涉资4.986亿港元。</p><p><img src=\"https://static.tigerbbs.com/9fce787b687d54db0ea2e7b87685f8d9\" tg-width=\"630\" tg-height=\"369\"></p><p>小米集团今日下跌2.92%，收盘报24.95港元。</p><p><img src=\"https://static.tigerbbs.com/c24e4e94a4b875ccd8731c44a1195b52\" tg-width=\"840\" tg-height=\"470\" 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 目前持仓500股，看好英特尔在本周突破100美金，维持在95坑位。5月份上120美金","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 目前持仓500股，看好英特尔在本周突破100美金，维持在95坑位。5月份上120美金","text":"$英特尔(INTC)$ 目前持仓500股，看好英特尔在本周突破100美金，维持在95坑位。5月份上120美金","images":[{"img":"https://static.tigerbbs.com/21b3879e443b91cbc63b88d41538ebfc","width":"1206","height":"2838"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/559111347840584","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"content":"$英特尔(INTC)$ 王者回归，钱途无量 [笑哭] [笑哭]","text":"$英特尔(INTC)$ 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一边甩掉不坚定的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559579351414656,"gmtCreate":1777647829146,"gmtModify":1777647831678,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"可以加仓了1084","listText":"可以加仓了1084","text":"可以加仓了1084","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559579351414656","repostId":"559560375141568","repostType":1,"repost":{"id":559560375141568,"gmtCreate":1777643122811,"gmtModify":1777643125009,"author":{"id":"3539001119216600","authorId":"3539001119216600","name":"funamiyui","avatar":"https://static.tigerbbs.com/4f38539355cc2ce813bf8e07350fc690","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539001119216600","idStr":"3539001119216600"},"themes":[],"title":"","htmlText":"<a 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我还想着加仓呢，怎么没跌下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559560375141568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142193511,"gmtCreate":1626135318033,"gmtModify":1626135318033,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"是不是得跑？","listText":"是不是得跑？","text":"是不是得跑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142193511","repostId":"1161591491","repostType":2,"repost":{"id":"1161591491","kind":"news","weMediaInfo":{"introduction":"驱动中国是国内领先的垂直科技媒体，提供及时准确的国内外IT新闻事件。","home_visible":1,"media_name":"驱动中国","id":"1061737577","head_image":"https://static.tigerbbs.com/c00c83967fc2d0b99a8620aea0f372be"},"pubTimestamp":1626131560,"share":"https://www.laohu8.com/m/news/1161591491?lang=zh_CN&edition=full","pubTime":"2021-07-13 07:12","market":"us","language":"zh","title":"版权时代终结？消息称腾讯音乐将被要求放弃独家版权","url":"https://stock-news.laohu8.com/highlight/detail?id=1161591491","media":"驱动中国","summary":"随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令腾讯音乐娱乐集团放弃唱片公司的独家音乐版权。\n知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗","content":"<p>随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>娱乐集团放弃唱片公司的独家音乐版权。</p>\n<p>知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗音乐。今年4月，知情人士曾透露，国家市场监管总局告知腾讯音乐可能必须得出售酷我和酷狗音乐。</p>\n<p>据悉，国家市场监管总局从2018年开始调查腾讯音乐，但是在腾讯音乐同意停止续签部分独家版权后在2019年停止了调查。不过，腾讯保留了周杰伦和其他知名艺人的独家音乐版权，以此作为竞争优势抗衡其他对手。</p>\n<p>去年年底，国家市场监管总局加强了对互联网巨头的审查，腾讯音乐因未正确申报收购酷我音乐和酷狗音乐而受到50万元罚款，把国家市场监管总局对腾讯音乐的调查推向了高潮。</p>\n<p>目前尚不清楚除了腾讯音乐面临放弃独家版权处罚外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>会不会受到进一步反垄断罚款。</p>\n<p>截至发稿，腾讯控股、腾讯音乐尚未置评。</p>\n<p><img src=\"https://static.tigerbbs.com/3253866de92fd203e551fdd52c37e0b2\" tg-width=\"527\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p>\n<p>长期以来，音乐市场的版权之争都令人关注，如果腾讯音乐被要求放弃唱片公司的独家音乐版权，将在一定程度上改变在线音乐行业的格局，让TME版权不再成为独家，将头部版权的“羹”分散开来后，除了给<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐带来更多内容优势外，也给二三梯队的在线音乐平台、短视频推出的音乐产品更多机会。</p>\n<p>值得注意的是，TME在今年进行了一场组织架构和人员调整，成立了两大新部门：基础架构部和内容信息平台部，前者负责腾讯音乐业务线技术和安全中泰的研发运营工作，后者负责腾讯音乐版权和内容管理，统一对接线上版权供给方和下游内容消费方。</p>\n<p>版权内容管理的集中化，对版权内容的采买及分发带来了便利，TME的下一步动作值得关注。</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>版权时代终结？消息称腾讯音乐将被要求放弃独家版权</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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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版权时代终结？消息称腾讯音乐将被要求放弃独家版权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061737577\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c00c83967fc2d0b99a8620aea0f372be);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">驱动中国 </p>\n<p class=\"h-time\">2021-07-13 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>娱乐集团放弃唱片公司的独家音乐版权。</p>\n<p>知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗音乐。今年4月，知情人士曾透露，国家市场监管总局告知腾讯音乐可能必须得出售酷我和酷狗音乐。</p>\n<p>据悉，国家市场监管总局从2018年开始调查腾讯音乐，但是在腾讯音乐同意停止续签部分独家版权后在2019年停止了调查。不过，腾讯保留了周杰伦和其他知名艺人的独家音乐版权，以此作为竞争优势抗衡其他对手。</p>\n<p>去年年底，国家市场监管总局加强了对互联网巨头的审查，腾讯音乐因未正确申报收购酷我音乐和酷狗音乐而受到50万元罚款，把国家市场监管总局对腾讯音乐的调查推向了高潮。</p>\n<p>目前尚不清楚除了腾讯音乐面临放弃独家版权处罚外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>会不会受到进一步反垄断罚款。</p>\n<p>截至发稿，腾讯控股、腾讯音乐尚未置评。</p>\n<p><img src=\"https://static.tigerbbs.com/3253866de92fd203e551fdd52c37e0b2\" tg-width=\"527\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p>\n<p>长期以来，音乐市场的版权之争都令人关注，如果腾讯音乐被要求放弃唱片公司的独家音乐版权，将在一定程度上改变在线音乐行业的格局，让TME版权不再成为独家，将头部版权的“羹”分散开来后，除了给<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐带来更多内容优势外，也给二三梯队的在线音乐平台、短视频推出的音乐产品更多机会。</p>\n<p>值得注意的是，TME在今年进行了一场组织架构和人员调整，成立了两大新部门：基础架构部和内容信息平台部，前者负责腾讯音乐业务线技术和安全中泰的研发运营工作，后者负责腾讯音乐版权和内容管理，统一对接线上版权供给方和下游内容消费方。</p>\n<p>版权内容管理的集中化，对版权内容的采买及分发带来了便利，TME的下一步动作值得关注。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06c120bbb961941a6910f63352c38f2b","relate_stocks":{"TME":"腾讯音乐"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161591491","content_text":"随着反垄断调查不断深入，所涉及的行业也在增加。据凤凰网科技报道，国家市场监管总局准备命令腾讯音乐娱乐集团放弃唱片公司的独家音乐版权。\n知情人士称，除了放弃独家音乐版权外，腾讯音乐不再需要出售酷我和酷狗音乐。今年4月，知情人士曾透露，国家市场监管总局告知腾讯音乐可能必须得出售酷我和酷狗音乐。\n据悉，国家市场监管总局从2018年开始调查腾讯音乐，但是在腾讯音乐同意停止续签部分独家版权后在2019年停止了调查。不过，腾讯保留了周杰伦和其他知名艺人的独家音乐版权，以此作为竞争优势抗衡其他对手。\n去年年底，国家市场监管总局加强了对互联网巨头的审查，腾讯音乐因未正确申报收购酷我音乐和酷狗音乐而受到50万元罚款，把国家市场监管总局对腾讯音乐的调查推向了高潮。\n目前尚不清楚除了腾讯音乐面临放弃独家版权处罚外，腾讯控股会不会受到进一步反垄断罚款。\n截至发稿，腾讯控股、腾讯音乐尚未置评。\n\n长期以来，音乐市场的版权之争都令人关注，如果腾讯音乐被要求放弃唱片公司的独家音乐版权，将在一定程度上改变在线音乐行业的格局，让TME版权不再成为独家，将头部版权的“羹”分散开来后，除了给网易云音乐带来更多内容优势外，也给二三梯队的在线音乐平台、短视频推出的音乐产品更多机会。\n值得注意的是，TME在今年进行了一场组织架构和人员调整，成立了两大新部门：基础架构部和内容信息平台部，前者负责腾讯音乐业务线技术和安全中泰的研发运营工作，后者负责腾讯音乐版权和内容管理，统一对接线上版权供给方和下游内容消费方。\n版权内容管理的集中化，对版权内容的采买及分发带来了便利，TME的下一步动作值得关注。","news_type":1,"symbols_score_info":{"TME":0.9}},"isVote":1,"tweetType":1,"viewCount":5293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558859435832272,"gmtCreate":1777471991569,"gmtModify":1777471993959,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"看后谷歌，谷歌护城河高，云业务占领半壁江山。","listText":"看后谷歌，谷歌护城河高，云业务占领半壁江山。","text":"看后谷歌，谷歌护城河高，云业务占领半壁江山。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558859435832272","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274738479756","authorId":"3479274738479756","name":"ALLinOne","avatar":"https://static.laohu8.com/picture72","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274738479756","idStr":"3479274738479756"},"content":"护城河确实高，云业务势头不错。","text":"护城河确实高，云业务势头不错。","html":"护城河确实高，云业务势头不错。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559235096995552,"gmtCreate":1777563771300,"gmtModify":1777563773883,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"目前intc持仓成本90美金，逢低买入，逢高是否要调整仓位。","listText":"目前intc持仓成本90美金，逢低买入，逢高是否要调整仓位。","text":"目前intc持仓成本90美金，逢低买入，逢高是否要调整仓位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559235096995552","repostId":"543713773793440","repostType":1,"repost":{"id":543713773793440,"gmtCreate":1773768188926,"gmtModify":1773826800131,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"读懂这篇长文 读懂英特尔的交易逻辑","htmlText":"英特尔现在不单单是一家公司，而是美国国家战略的一部分，目前全球最先进的芯片制造产能超过90%集中在台湾，美国政府非常焦虑，万一台海出事，全球芯片供应链瞬间断裂。从IPhone。到F35，战斗机全都造不出来，所以美国砸下了芯片法案，几百亿美元的补贴就是要扶持本土的芯片制造能力，而英特尔是唯一一家有希望扛起这面大旗的美国公司，台积电在亚利桑那建的厂。工人都是从台湾飞过去的，技术还是台湾的。三星在德州的厂良率一直上不去，大客户纷纷跑路。只有英特尔是土生土长的美国公司，有完整的研发和制造能力，有几十年的技术积累，他不成功。美国的芯片制造复兴就是一句空话，所以你会看到美国政府给英特尔的支持力度是空前的，补贴、贷款、国防订单，政策倾斜，能给的都给这不是因为英特尔特别优秀，而是因为美国没有别的选择。 18A是英特尔的技术底牌，全球唯一同时量产GAA加背面供电代工业务是长期愿景，但兑现预期在28年，先进封装是眼前的现金流，已经有客户预付定金抢产能，而背后的战略支撑是美国芯片制造复兴的国家意志，技术有了，客户在谈，政策在扶持。 另外从这次gtc大会可以看到，CPU已经不是配角！配角这个观点在过去两年几乎成了市场共识。打开任何一篇AI分析报告，主角儿永远是英伟达，GPU、GPU还是GPU？黄仁勋穿着皮夹克往台上一站下就。CPU呢，像个过气明星，偶尔被提一嘴，但从来不是焦点。很多投资人心里的潜台词是英特尔，那不是上个时代的公司吗？ 我们先搞清楚一个基本。AI不只是训练！ 黄教主这次着重的说了AI的五重架构！ 过去两年大家看到的AI军备竞赛主要是什么？是OpenAI、Google、meta这些巨头疯狂囤积GPU，训练越来越大的模型，GPT3、GPT 4、GPT 5参数。量从千亿飙到万亿，现在大模型确实需要海量的GPU，几千块、几百块显卡并联，烧电如烧钱算力。 但训练只是AI的上半场，当模型训练完成","listText":"英特尔现在不单单是一家公司，而是美国国家战略的一部分，目前全球最先进的芯片制造产能超过90%集中在台湾，美国政府非常焦虑，万一台海出事，全球芯片供应链瞬间断裂。从IPhone。到F35，战斗机全都造不出来，所以美国砸下了芯片法案，几百亿美元的补贴就是要扶持本土的芯片制造能力，而英特尔是唯一一家有希望扛起这面大旗的美国公司，台积电在亚利桑那建的厂。工人都是从台湾飞过去的，技术还是台湾的。三星在德州的厂良率一直上不去，大客户纷纷跑路。只有英特尔是土生土长的美国公司，有完整的研发和制造能力，有几十年的技术积累，他不成功。美国的芯片制造复兴就是一句空话，所以你会看到美国政府给英特尔的支持力度是空前的，补贴、贷款、国防订单，政策倾斜，能给的都给这不是因为英特尔特别优秀，而是因为美国没有别的选择。 18A是英特尔的技术底牌，全球唯一同时量产GAA加背面供电代工业务是长期愿景，但兑现预期在28年，先进封装是眼前的现金流，已经有客户预付定金抢产能，而背后的战略支撑是美国芯片制造复兴的国家意志，技术有了，客户在谈，政策在扶持。 另外从这次gtc大会可以看到，CPU已经不是配角！配角这个观点在过去两年几乎成了市场共识。打开任何一篇AI分析报告，主角儿永远是英伟达，GPU、GPU还是GPU？黄仁勋穿着皮夹克往台上一站下就。CPU呢，像个过气明星，偶尔被提一嘴，但从来不是焦点。很多投资人心里的潜台词是英特尔，那不是上个时代的公司吗？ 我们先搞清楚一个基本。AI不只是训练！ 黄教主这次着重的说了AI的五重架构！ 过去两年大家看到的AI军备竞赛主要是什么？是OpenAI、Google、meta这些巨头疯狂囤积GPU，训练越来越大的模型，GPT3、GPT 4、GPT 5参数。量从千亿飙到万亿，现在大模型确实需要海量的GPU，几千块、几百块显卡并联，烧电如烧钱算力。 但训练只是AI的上半场，当模型训练完成","text":"英特尔现在不单单是一家公司，而是美国国家战略的一部分，目前全球最先进的芯片制造产能超过90%集中在台湾，美国政府非常焦虑，万一台海出事，全球芯片供应链瞬间断裂。从IPhone。到F35，战斗机全都造不出来，所以美国砸下了芯片法案，几百亿美元的补贴就是要扶持本土的芯片制造能力，而英特尔是唯一一家有希望扛起这面大旗的美国公司，台积电在亚利桑那建的厂。工人都是从台湾飞过去的，技术还是台湾的。三星在德州的厂良率一直上不去，大客户纷纷跑路。只有英特尔是土生土长的美国公司，有完整的研发和制造能力，有几十年的技术积累，他不成功。美国的芯片制造复兴就是一句空话，所以你会看到美国政府给英特尔的支持力度是空前的，补贴、贷款、国防订单，政策倾斜，能给的都给这不是因为英特尔特别优秀，而是因为美国没有别的选择。 18A是英特尔的技术底牌，全球唯一同时量产GAA加背面供电代工业务是长期愿景，但兑现预期在28年，先进封装是眼前的现金流，已经有客户预付定金抢产能，而背后的战略支撑是美国芯片制造复兴的国家意志，技术有了，客户在谈，政策在扶持。 另外从这次gtc大会可以看到，CPU已经不是配角！配角这个观点在过去两年几乎成了市场共识。打开任何一篇AI分析报告，主角儿永远是英伟达，GPU、GPU还是GPU？黄仁勋穿着皮夹克往台上一站下就。CPU呢，像个过气明星，偶尔被提一嘴，但从来不是焦点。很多投资人心里的潜台词是英特尔，那不是上个时代的公司吗？ 我们先搞清楚一个基本。AI不只是训练！ 黄教主这次着重的说了AI的五重架构！ 过去两年大家看到的AI军备竞赛主要是什么？是OpenAI、Google、meta这些巨头疯狂囤积GPU，训练越来越大的模型，GPT3、GPT 4、GPT 5参数。量从千亿飙到万亿，现在大模型确实需要海量的GPU，几千块、几百块显卡并联，烧电如烧钱算力。 但训练只是AI的上半场，当模型训练完成","images":[{"img":"https://static.tigerbbs.com/ca6df2bca4e181ea9a3f743732689a77","width":"3024","height":"4032"},{"img":"https://static.tigerbbs.com/b727c6fd5f215a5dc72684381bba77b5","width":"3991","height":"3024"},{"img":"https://static.tigerbbs.com/f321e2613035338f6b28ddc06dca1acd","width":"2160","height":"2700"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543713773793440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412352383820272,"gmtCreate":1741706806204,"gmtModify":1741706807609,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 本月到300","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 本月到300","text":"$特斯拉(TSLA)$ 本月到300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412352383820272","isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343484691,"gmtCreate":1617749911913,"gmtModify":1617749911913,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>skr","listText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>skr","text":"$亿邦国际(EBON)$skr","images":[{"img":"https://static.tigerbbs.com/8139f34c542201936ff996afc093a84c","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343484691","isVote":1,"tweetType":1,"viewCount":4107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":342532716,"gmtCreate":1618230509535,"gmtModify":1618230509535,"author":{"id":"3572669477676726","authorId":"3572669477676726","name":"HankeHo","avatar":"https://static.tigerbbs.com/20c945eb6be930a3e7d32993952e34d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572669477676726","idStr":"3572669477676726"},"themes":[],"title":"","htmlText":"造成 发新品 回购，跌这么多，是因为回购原因吗","listText":"造成 发新品 回购，跌这么多，是因为回购原因吗","text":"造成 发新品 回购，跌这么多，是因为回购原因吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342532716","repostId":"1104819972","repostType":4,"repost":{"id":"1104819972","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618230373,"share":"https://www.laohu8.com/m/news/1104819972?lang=zh_CN&edition=full","pubTime":"2021-04-12 20:26","market":"hk","language":"zh","title":"小米集团今日回购1997万股股份，涉资4.986亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1104819972","media":"老虎资讯综合","summary":"$小米集团(01810)$：今日回购1997万股股份，涉资4.986亿港元。\n\n\n\n小米集团今日下跌2.92%，收盘报24.95港元。","content":"<p><a href=\"https://laohu8.com/S/01810\">小米集团</a>：今日回购1997万股股份，涉资4.986亿港元。</p><p><img src=\"https://static.tigerbbs.com/9fce787b687d54db0ea2e7b87685f8d9\" tg-width=\"630\" tg-height=\"369\"></p><p>小米集团今日下跌2.92%，收盘报24.95港元。</p><p><img src=\"https://static.tigerbbs.com/c24e4e94a4b875ccd8731c44a1195b52\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>小米集团今日回购1997万股股份，涉资4.986亿港元</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小米集团今日回购1997万股股份，涉资4.986亿港元\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\">2021-04-12 20:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/01810\">小米集团</a>：今日回购1997万股股份，涉资4.986亿港元。</p><p><img src=\"https://static.tigerbbs.com/9fce787b687d54db0ea2e7b87685f8d9\" tg-width=\"630\" tg-height=\"369\"></p><p>小米集团今日下跌2.92%，收盘报24.95港元。</p><p><img src=\"https://static.tigerbbs.com/c24e4e94a4b875ccd8731c44a1195b52\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104819972","content_text":"小米集团：今日回购1997万股股份，涉资4.986亿港元。小米集团今日下跌2.92%，收盘报24.95港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}