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yuyanx

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IP属地：浙江

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01-30 18:14

假消息骗筹码啊

小摩：将博通目标价下调至72美元

01-30 16:56

感觉回调20%

01-22

内存涨完 cpu涨[财迷]

大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观

01-16

冲啊满仓干💪

观点 | 是时候押注马斯克了：其构建的AI帝国究竟是什么？

01-16

这是好事啊😁

廉价版Model3或进入中国市场

2025-12-19

什么意思🤔

景顺预计QQQ将于12月22日作为开放式基金开始交易

2025-12-09

什么加息？

哈塞特：美联储有空间再加息超过 25 个基点

2025-11-11

笑死我了 [开心] [开心]

2025-09-30

标题没问题吧？

HSBC Adjusts Price Target on Tesla to $127 From $120<blockquote>汇丰银行将特斯拉目标价从120美元调整至127美元</blockquote>

2025-09-27

被机构建仓了🥲

Iren Shares Fall After JPMorgan Downgrade<blockquote>摩根大通降级后Iren股价下跌</blockquote>

2025-09-23

$IREN Ltd(IREN)$ 谁能拿到货谁牛逼哈[财迷] [财迷] [财迷] [财迷] [财迷]

2025-09-22

谁有货谁牛逼[财迷] [财迷] [财迷]

IREN：将AI云规模翻倍至2.3万个GPU，AI云年收入目标升至超5亿美元

2025-09-22

辟谣=石锤[财迷] [财迷]

Bybit华语负责人：平台被盗传闻源自小红书虚假信息

2025-09-15

$Figure Technology Solutions(FIGR)$ 哇哦🤩

2025-09-13

$Gemini Space Station, Inc.(GEMI)$ 祝破发[开心] [开心] [开心]

2025-09-12

$Gemini Space Station, Inc.(GEMI)$ 没中🥲

2025-09-10

降息预期下站上100刀乐

2025-09-09

不给我吃饭那我就🤐

市场监管总局已约谈主要外卖平台，抵制恶性补贴

2025-08-27

$IREN Ltd(IREN)$ 长期看好下一步60刀乐

2025-08-08

通胀回头，明年降息 [真香]

去老虎APP查看更多动态

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cpu涨[财迷]&nbsp;&nbsp;","listText":"内存涨完 cpu涨[财迷]&nbsp;&nbsp;","text":"内存涨完 cpu涨[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524445132350128","repostId":"2605245814","repostType":2,"repost":{"id":"2605245814","kind":"news","pubTimestamp":1769046141,"share":"https://www.laohu8.com/m/news/2605245814?lang=zh_CN&edition=full","pubTime":"2026-01-22 09:42","market":"us","language":"zh","title":"大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2605245814","media":"格隆汇","summary":"伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对有限。他认为，AMD更有可能先在核心业务上受惠于服务器需求强劲与市占提升，而投资人也可望在观察其AI芯片发展结果的同时，维持乐观态度。","content":"<p>伯恩斯坦分析师Stacy Rasgon将<a href=\"https://laohu8.com/S/AMD\">AMD</a>的目标价从200美元上调至225美元，维持“与大市同步”评级。</p><p>分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对有限。他认为，AMD更有可能先在核心业务上受惠于服务器需求强劲与市占提升，而投资人也可望在观察其AI芯片发展结果的同时，维持乐观态度。</p>","source":"tencent","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>大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观</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大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-22 09:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 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16:42","market":"us","language":"zh","title":"观点 | 是时候押注马斯克了：其构建的AI帝国究竟是什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160357235","media":"老虎资讯综合","summary":"华尔街对特斯拉究竟是什么公司仍存在严重分歧。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。明确的时间节点英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。","content":"<html><head></head><body><p>埃隆·马斯克被认为是人类历史上最富有的人之一。他积累财富的方式，与约翰·D·洛克菲勒当年的路径存在高度相似之处。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84cdbe3a5fe6406ddfb2e5a699f6e476\" tg-width=\"876\" tg-height=\"532\"/></p><p>洛克菲勒并非因为找到比别人更多的石油而致富。在当时，石油并不稀缺，宾夕法尼亚州遍布“野猫式”勘探者，许多人都一度赚得盆满钵满。但问题在于，当所有人都富裕时，“富裕”本身并不具备持续性。</p><p>洛克菲勒真正理解的是：利润并不在石油本身，而是在石油从井口到消费者之间的所有环节。他收购了输油管道、炼油厂、铁路运输资源，并通过谈判获得运费返利，使其运输成本远低于竞争对手。等竞争者把石油开采出来时，洛克菲勒已经掌控了从油井到煤油灯之间的全部基础设施。</p><p><strong>标准石油并非在“竞争”，而是在“收取通行费”。</strong></p><p>这一模式，被认为正在人工智能领域重演。</p><p>华尔街对特斯拉究竟是什么公司仍存在严重分歧。看多者（如 Wedbush 的 Dan Ives）认为，特斯拉是“当前市场中被低估最严重的 AI 标的之一”；看空者（如 GLJ Research 的 Gordon Johnson）则坚持认为特斯拉“本质上只是一家汽车公司”，估值被严重放大。过去十多年，市场共识更多站在后者一边。</p><p>但这一判断正受到挑战。从估值角度看，若仅将特斯拉视为汽车制造商，其定价确实显得激进；但若将其视为当前唯一一家上市的、垂直整合的 AI 体系入口，其估值逻辑则截然不同。</p><p><strong>执行力：AI 时代真正的稀缺资源</strong></p><p>英伟达 CEO 黄仁勋在 2024 年 10 月的播客节目中，对马斯克给出了高度评价。作为全球几乎所有 AI 系统的核心算力供应商，英伟达掌握着最真实的行业执行进度信息。</p><p>黄仁勋提到，xAI 在田纳西州孟菲斯建设的 Colossus 数据中心，从一片空地到 10 万张英伟达 GPU 上线，仅用了 19 天，而这一过程在行业内通常需要数年时间。这种速度，并非“效率差异”，而是“执行层级的不同”。</p><p>类似的例子也曾出现在特斯拉上海超级工厂。该项目于 2019 年 1 月动工，不到 11 个月便实现量产，而行业新建整车工厂的常规周期通常为 4–5 年。</p><p>在 AI 基础设施领域，这种执行力尤为关键。随着英伟达从 Hopper 架构过渡到 Blackwell 架构，数据中心需要从风冷转向液冷，单机架功耗、重量和配套设施需求大幅提升，相当于“重建一整座数据中心”。在这一背景下，部署速度比资金规模更具决定性意义。</p><p><strong>xAI 的算力规模与先发优势</strong></p><p>xAI 已披露，其在 2025 年底前，Colossus I 与 II 超级计算集群的 H100 等效 GPU 数量已超过 100 万张，并完成了由英伟达与思科参与的 200 亿美元 E 轮融资，用于进一步扩展算力基础设施。</p><p>马斯克曾多次公开提及，旗下公司正在向“AI 生态融合”方向发展，形成统一的基础设施与入口。</p><p>在 AI 领域，先发优势具有自我强化特征：</p><p>率先部署 → 率先训练 → 率先发布模型 → 吸引更多用户 → 产生更多数据 → 进一步提升模型能力。</p><p>这并非锦上添花，而是护城河。</p><p><strong>被低估的数据壁垒：特斯拉汽车</strong></p><p>特斯拉拥有一个长期被市场低估的数据优势。每一辆在路上的特斯拉，都是实时数据采集终端。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。</p><p>尽管目前 FSD 的订阅率约为 12%，且系统仍处于 SAE L2（需人工监督）阶段，与 Waymo 的 L4 自动驾驶存在差异，但在数据规模上，两者不可同日而语。</p><p>Waymo 运营的车辆约 1500–2500 辆，运行在少数城市的限定区域内；而特斯拉已有超过 500 万辆车在全球道路上持续采集数据，且硬件成本由消费者承担。</p><p>在模型训练中还存在所谓的“检查点问题”：模型训练是连续迭代的过程，缺失最新检查点，意味着从“零”开始。特斯拉的检查点包含的是数十亿英里的学习经验，新进入者的差距并非以时间计，而是以里程计。</p><p><strong>垂直整合的“洛克菲勒式结构”</strong></p><p>若将洛克菲勒的标准石油体系映射到马斯克当前的布局，可见明显对应关系：</p><p>油井 → xAI（前沿 AI 实验室）</p><p>管道 → Starlink（9500 颗卫星的全球网络）</p><p>炼油厂 → Colossus 超级计算集群</p><p>分销网络 → 特斯拉车辆、Optimus 机器人</p><p>再投资资金 → 特斯拉现金流</p><p>2025 年第三季度，特斯拉单季自由现金流接近 40 亿美元，现金及投资合计 416 亿美元，为 AI 基础设施提供持续资金来源。</p><p>训练数据来自 X（原 Twitter），6000 万级别用户产生的实时内容难以被复制；算力来自 Colossus；全球分发依赖 Starlink；物理落地通过车辆、机器人与终端屏幕完成。</p><p>这一结构，与标准石油从井口到油泵的控制路径高度相似。</p><p><strong>“马斯克折价”与时间偏见</strong></p><p>前对冲基金 CIO Jordi Visser 提出“马斯克折价”一说：当马斯克做出前瞻性判断时，市场往往因其时间判断偏乐观而折价定价，但其方向判断多次被历史验证。</p><p>电动车、可回收火箭、自动驾驶、神经网络应用，均经历过类似路径。</p><p>资本市场存在明显的时间偏见：若成果无法在下一个财报季体现，便被视为“不存在”。但真正的竞争壁垒，往往在多年中悄然形成。</p><p><strong>明确的时间节点</strong></p><p>英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。首个主要基于 Blackwell 架构训练的前沿模型，预计将在年中面世，届时市场对特斯拉在 AI 版图中的位置，或将被迫重新评估。</p><p><strong>唯一的公开入口</strong></p><p>目前，xAI、SpaceX、Starlink、Neuralink、The Boring Company 均未上市。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。</p><p>在这一视角下，汽车业务更像是现金引擎，而非核心终点。</p><p>当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。但从垂直整合和长期基础设施角度看，这一排序存在被重新审视的空间。</p><p>当年，洛克菲勒的竞争对手意识到问题时，已不得不向标准石油购买煤油。类似地，当市场真正理解特斯拉的定位时，其护城河或已成型。</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>观点 | 是时候押注马斯克了：其构建的AI帝国究竟是什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n观点 | 是时候押注马斯克了：其构建的AI帝国究竟是什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-16 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>埃隆·马斯克被认为是人类历史上最富有的人之一。他积累财富的方式，与约翰·D·洛克菲勒当年的路径存在高度相似之处。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84cdbe3a5fe6406ddfb2e5a699f6e476\" tg-width=\"876\" tg-height=\"532\"/></p><p>洛克菲勒并非因为找到比别人更多的石油而致富。在当时，石油并不稀缺，宾夕法尼亚州遍布“野猫式”勘探者，许多人都一度赚得盆满钵满。但问题在于，当所有人都富裕时，“富裕”本身并不具备持续性。</p><p>洛克菲勒真正理解的是：利润并不在石油本身，而是在石油从井口到消费者之间的所有环节。他收购了输油管道、炼油厂、铁路运输资源，并通过谈判获得运费返利，使其运输成本远低于竞争对手。等竞争者把石油开采出来时，洛克菲勒已经掌控了从油井到煤油灯之间的全部基础设施。</p><p><strong>标准石油并非在“竞争”，而是在“收取通行费”。</strong></p><p>这一模式，被认为正在人工智能领域重演。</p><p>华尔街对特斯拉究竟是什么公司仍存在严重分歧。看多者（如 Wedbush 的 Dan Ives）认为，特斯拉是“当前市场中被低估最严重的 AI 标的之一”；看空者（如 GLJ Research 的 Gordon Johnson）则坚持认为特斯拉“本质上只是一家汽车公司”，估值被严重放大。过去十多年，市场共识更多站在后者一边。</p><p>但这一判断正受到挑战。从估值角度看，若仅将特斯拉视为汽车制造商，其定价确实显得激进；但若将其视为当前唯一一家上市的、垂直整合的 AI 体系入口，其估值逻辑则截然不同。</p><p><strong>执行力：AI 时代真正的稀缺资源</strong></p><p>英伟达 CEO 黄仁勋在 2024 年 10 月的播客节目中，对马斯克给出了高度评价。作为全球几乎所有 AI 系统的核心算力供应商，英伟达掌握着最真实的行业执行进度信息。</p><p>黄仁勋提到，xAI 在田纳西州孟菲斯建设的 Colossus 数据中心，从一片空地到 10 万张英伟达 GPU 上线，仅用了 19 天，而这一过程在行业内通常需要数年时间。这种速度，并非“效率差异”，而是“执行层级的不同”。</p><p>类似的例子也曾出现在特斯拉上海超级工厂。该项目于 2019 年 1 月动工，不到 11 个月便实现量产，而行业新建整车工厂的常规周期通常为 4–5 年。</p><p>在 AI 基础设施领域，这种执行力尤为关键。随着英伟达从 Hopper 架构过渡到 Blackwell 架构，数据中心需要从风冷转向液冷，单机架功耗、重量和配套设施需求大幅提升，相当于“重建一整座数据中心”。在这一背景下，部署速度比资金规模更具决定性意义。</p><p><strong>xAI 的算力规模与先发优势</strong></p><p>xAI 已披露，其在 2025 年底前，Colossus I 与 II 超级计算集群的 H100 等效 GPU 数量已超过 100 万张，并完成了由英伟达与思科参与的 200 亿美元 E 轮融资，用于进一步扩展算力基础设施。</p><p>马斯克曾多次公开提及，旗下公司正在向“AI 生态融合”方向发展，形成统一的基础设施与入口。</p><p>在 AI 领域，先发优势具有自我强化特征：</p><p>率先部署 → 率先训练 → 率先发布模型 → 吸引更多用户 → 产生更多数据 → 进一步提升模型能力。</p><p>这并非锦上添花，而是护城河。</p><p><strong>被低估的数据壁垒：特斯拉汽车</strong></p><p>特斯拉拥有一个长期被市场低估的数据优势。每一辆在路上的特斯拉，都是实时数据采集终端。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。</p><p>尽管目前 FSD 的订阅率约为 12%，且系统仍处于 SAE L2（需人工监督）阶段，与 Waymo 的 L4 自动驾驶存在差异，但在数据规模上，两者不可同日而语。</p><p>Waymo 运营的车辆约 1500–2500 辆，运行在少数城市的限定区域内；而特斯拉已有超过 500 万辆车在全球道路上持续采集数据，且硬件成本由消费者承担。</p><p>在模型训练中还存在所谓的“检查点问题”：模型训练是连续迭代的过程，缺失最新检查点，意味着从“零”开始。特斯拉的检查点包含的是数十亿英里的学习经验，新进入者的差距并非以时间计，而是以里程计。</p><p><strong>垂直整合的“洛克菲勒式结构”</strong></p><p>若将洛克菲勒的标准石油体系映射到马斯克当前的布局，可见明显对应关系：</p><p>油井 → xAI（前沿 AI 实验室）</p><p>管道 → Starlink（9500 颗卫星的全球网络）</p><p>炼油厂 → Colossus 超级计算集群</p><p>分销网络 → 特斯拉车辆、Optimus 机器人</p><p>再投资资金 → 特斯拉现金流</p><p>2025 年第三季度，特斯拉单季自由现金流接近 40 亿美元，现金及投资合计 416 亿美元，为 AI 基础设施提供持续资金来源。</p><p>训练数据来自 X（原 Twitter），6000 万级别用户产生的实时内容难以被复制；算力来自 Colossus；全球分发依赖 Starlink；物理落地通过车辆、机器人与终端屏幕完成。</p><p>这一结构，与标准石油从井口到油泵的控制路径高度相似。</p><p><strong>“马斯克折价”与时间偏见</strong></p><p>前对冲基金 CIO Jordi Visser 提出“马斯克折价”一说：当马斯克做出前瞻性判断时，市场往往因其时间判断偏乐观而折价定价，但其方向判断多次被历史验证。</p><p>电动车、可回收火箭、自动驾驶、神经网络应用，均经历过类似路径。</p><p>资本市场存在明显的时间偏见：若成果无法在下一个财报季体现，便被视为“不存在”。但真正的竞争壁垒，往往在多年中悄然形成。</p><p><strong>明确的时间节点</strong></p><p>英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。首个主要基于 Blackwell 架构训练的前沿模型，预计将在年中面世，届时市场对特斯拉在 AI 版图中的位置，或将被迫重新评估。</p><p><strong>唯一的公开入口</strong></p><p>目前，xAI、SpaceX、Starlink、Neuralink、The Boring Company 均未上市。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。</p><p>在这一视角下，汽车业务更像是现金引擎，而非核心终点。</p><p>当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。但从垂直整合和长期基础设施角度看，这一排序存在被重新审视的空间。</p><p>当年，洛克菲勒的竞争对手意识到问题时，已不得不向标准石油购买煤油。类似地，当市场真正理解特斯拉的定位时，其护城河或已成型。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160357235","content_text":"埃隆·马斯克被认为是人类历史上最富有的人之一。他积累财富的方式，与约翰·D·洛克菲勒当年的路径存在高度相似之处。洛克菲勒并非因为找到比别人更多的石油而致富。在当时，石油并不稀缺，宾夕法尼亚州遍布“野猫式”勘探者，许多人都一度赚得盆满钵满。但问题在于，当所有人都富裕时，“富裕”本身并不具备持续性。洛克菲勒真正理解的是：利润并不在石油本身，而是在石油从井口到消费者之间的所有环节。他收购了输油管道、炼油厂、铁路运输资源，并通过谈判获得运费返利，使其运输成本远低于竞争对手。等竞争者把石油开采出来时，洛克菲勒已经掌控了从油井到煤油灯之间的全部基础设施。标准石油并非在“竞争”，而是在“收取通行费”。这一模式，被认为正在人工智能领域重演。华尔街对特斯拉究竟是什么公司仍存在严重分歧。看多者（如 Wedbush 的 Dan Ives）认为，特斯拉是“当前市场中被低估最严重的 AI 标的之一”；看空者（如 GLJ Research 的 Gordon Johnson）则坚持认为特斯拉“本质上只是一家汽车公司”，估值被严重放大。过去十多年，市场共识更多站在后者一边。但这一判断正受到挑战。从估值角度看，若仅将特斯拉视为汽车制造商，其定价确实显得激进；但若将其视为当前唯一一家上市的、垂直整合的 AI 体系入口，其估值逻辑则截然不同。执行力：AI 时代真正的稀缺资源英伟达 CEO 黄仁勋在 2024 年 10 月的播客节目中，对马斯克给出了高度评价。作为全球几乎所有 AI 系统的核心算力供应商，英伟达掌握着最真实的行业执行进度信息。黄仁勋提到，xAI 在田纳西州孟菲斯建设的 Colossus 数据中心，从一片空地到 10 万张英伟达 GPU 上线，仅用了 19 天，而这一过程在行业内通常需要数年时间。这种速度，并非“效率差异”，而是“执行层级的不同”。类似的例子也曾出现在特斯拉上海超级工厂。该项目于 2019 年 1 月动工，不到 11 个月便实现量产，而行业新建整车工厂的常规周期通常为 4–5 年。在 AI 基础设施领域，这种执行力尤为关键。随着英伟达从 Hopper 架构过渡到 Blackwell 架构，数据中心需要从风冷转向液冷，单机架功耗、重量和配套设施需求大幅提升，相当于“重建一整座数据中心”。在这一背景下，部署速度比资金规模更具决定性意义。xAI 的算力规模与先发优势xAI 已披露，其在 2025 年底前，Colossus I 与 II 超级计算集群的 H100 等效 GPU 数量已超过 100 万张，并完成了由英伟达与思科参与的 200 亿美元 E 轮融资，用于进一步扩展算力基础设施。马斯克曾多次公开提及，旗下公司正在向“AI 生态融合”方向发展，形成统一的基础设施与入口。在 AI 领域，先发优势具有自我强化特征：率先部署 → 率先训练 → 率先发布模型 → 吸引更多用户 → 产生更多数据 → 进一步提升模型能力。这并非锦上添花，而是护城河。被低估的数据壁垒：特斯拉汽车特斯拉拥有一个长期被市场低估的数据优势。每一辆在路上的特斯拉，都是实时数据采集终端。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。尽管目前 FSD 的订阅率约为 12%，且系统仍处于 SAE L2（需人工监督）阶段，与 Waymo 的 L4 自动驾驶存在差异，但在数据规模上，两者不可同日而语。Waymo 运营的车辆约 1500–2500 辆，运行在少数城市的限定区域内；而特斯拉已有超过 500 万辆车在全球道路上持续采集数据，且硬件成本由消费者承担。在模型训练中还存在所谓的“检查点问题”：模型训练是连续迭代的过程，缺失最新检查点，意味着从“零”开始。特斯拉的检查点包含的是数十亿英里的学习经验，新进入者的差距并非以时间计，而是以里程计。垂直整合的“洛克菲勒式结构”若将洛克菲勒的标准石油体系映射到马斯克当前的布局，可见明显对应关系：油井 → xAI（前沿 AI 实验室）管道 → Starlink（9500 颗卫星的全球网络）炼油厂 → Colossus 超级计算集群分销网络 → 特斯拉车辆、Optimus 机器人再投资资金 → 特斯拉现金流2025 年第三季度，特斯拉单季自由现金流接近 40 亿美元，现金及投资合计 416 亿美元，为 AI 基础设施提供持续资金来源。训练数据来自 X（原 Twitter），6000 万级别用户产生的实时内容难以被复制；算力来自 Colossus；全球分发依赖 Starlink；物理落地通过车辆、机器人与终端屏幕完成。这一结构，与标准石油从井口到油泵的控制路径高度相似。“马斯克折价”与时间偏见前对冲基金 CIO Jordi Visser 提出“马斯克折价”一说：当马斯克做出前瞻性判断时，市场往往因其时间判断偏乐观而折价定价，但其方向判断多次被历史验证。电动车、可回收火箭、自动驾驶、神经网络应用，均经历过类似路径。资本市场存在明显的时间偏见：若成果无法在下一个财报季体现，便被视为“不存在”。但真正的竞争壁垒，往往在多年中悄然形成。明确的时间节点英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。首个主要基于 Blackwell 架构训练的前沿模型，预计将在年中面世，届时市场对特斯拉在 AI 版图中的位置，或将被迫重新评估。唯一的公开入口目前，xAI、SpaceX、Starlink、Neuralink、The Boring Company 均未上市。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。在这一视角下，汽车业务更像是现金引擎，而非核心终点。当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。但从垂直整合和长期基础设施角度看，这一排序存在被重新审视的空间。当年，洛克菲勒的竞争对手意识到问题时，已不得不向标准石油购买煤油。类似地，当市场真正理解特斯拉的定位时，其护城河或已成型。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522070482998512,"gmtCreate":1768494582156,"gmtModify":1768494586431,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"这是好事啊😁","listText":"这是好事啊😁","text":"这是好事啊😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522070482998512","repostId":"2603051036","repostType":2,"repost":{"id":"2603051036","kind":"news","pubTimestamp":1768470523,"share":"https://www.laohu8.com/m/news/2603051036?lang=zh_CN&edition=full","pubTime":"2026-01-15 17:48","market":"sh","language":"zh","title":"廉价版Model3或进入中国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2603051036","media":"海报新闻","summary":"不到20万元，就能买特斯拉了？一款“廉价版”Model3，已经悄悄出现在了工信部免税目录里。这意味着，它离正式上市，可能就差临门一脚了！最狠的是价格。目前美国同款卖约25.8万人民币，但按特斯拉在中国的定价策略和超高的本土化率，业内普遍预测，它的起售价很可能会杀入20万元以内。这价格，怕是真要搅动整个电动车市场了。但“廉价”二字，不是白叫的。","content":"<html><body><div>\n<p>　　不到20万元，就能买<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>了？</p><p>　　一款“廉价版”Model 3，已经悄悄出现在了工信部免税目录里。这意味着，它离正式上市，可能就差临门一脚了！</p><p>　　最狠的是价格。目前美国同款卖约25.8万人民币，但按<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>在中国的定价策略和超高的本土化率，业内普遍预测，它的起售价很可能会杀入20万元以内。这价格，怕是真要搅动整个电动车市场了。</p><p>　　但“廉价”二字，不是白叫的。为了压低价格，这款车可谓是“精打细算”： 续航480公里，比在售版的634公里少了一截。被曝精简了约20项配置！车头贯穿灯带，没了；车窗双层隔音玻璃，换成单层；外后视镜和座椅调节，都变成了手动。一句话，能手动绝不用电动。</p><p>　　（海报新闻综合每日经济新闻</p><p>（文章来源：海报新闻）</p> </div></body></html>","source":"stock_eastmoney","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>廉价版Model3或进入中国市场</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; 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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廉价版Model3或进入中国市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 17:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202601153620524514.html><strong>海报新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不到20万元，就能买特斯拉了？　　一款“廉价版”Model 3，已经悄悄出现在了工信部免税目录里。这意味着，它离正式上市，可能就差临门一脚了！　　最狠的是价格。目前美国同款卖约25.8万人民币，但按特斯拉在中国的定价策略和超高的本土化率，业内普遍预测，它的起售价很可能会杀入20万元以内。这价格，怕是真要搅动整个电动车市场了。　　但“廉价”二字，不是白叫的。为了压低价格，这款车可谓是“精打细算”： ...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601153620524514.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":{"ASHS":"德银沪深中证500指数ETF","MCHI":"中国ETF-iShares 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续航480公里，比在售版的634公里少了一截。被曝精简了约20项配置！车头贯穿灯带，没了；车窗双层隔音玻璃，换成单层；外后视镜和座椅调节，都变成了手动。一句话，能手动绝不用电动。　　（海报新闻综合每日经济新闻（文章来源：海报新闻）","news_type":1,"symbols_score_info":{"CWEB":0.6,"CQQQ":0.6,"CHAU":0.6,"MCHI":0.6,"TSLA":1.95,"ASHS":0.6,"FXI":0.6,"ASHR":0.6,"KWEB":0.6,"DRAG":0.6}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512519621017648,"gmtCreate":1766153817139,"gmtModify":1766153819716,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"什么意思🤔","listText":"什么意思🤔","text":"什么意思🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512519621017648","repostId":"1170034537","repostType":2,"repost":{"id":"1170034537","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":1766153734,"share":"https://www.laohu8.com/m/news/1170034537?lang=zh_CN&edition=full","pubTime":"2025-12-19 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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; 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22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月19日，景顺预计QQQ将于12月22日作为开放式基金开始交易。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170034537","content_text":"12月19日，景顺预计QQQ将于12月22日作为开放式基金开始交易。","news_type":1,"symbols_score_info":{"QQQ":1,"SQQQ":1}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508996108870344,"gmtCreate":1765293188411,"gmtModify":1765293190724,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"什么加息？","listText":"什么加息？","text":"什么加息？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508996108870344","repostId":"2590427343","repostType":2,"repost":{"id":"2590427343","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1765290883,"share":"https://www.laohu8.com/m/news/2590427343?lang=zh_CN&edition=full","pubTime":"2025-12-09 22:34","market":"nz","language":"zh","title":"哈塞特：美联储有空间再加息超过 25 个基点","url":"https://stock-news.laohu8.com/highlight/detail?id=2590427343","media":"链捕手","summary":" ChainCatcher 消息，据金十报道，美国白宫国家经济委员会主任哈塞特表示，针对美联储是否有空间再加息超过 25 个基点，他的回答是肯定的。 ","content":"<html><body><p>ChainCatcher 消息，据金十报道，美国白宫国家经济委员会主任哈塞特表示，针对美联储是否有空间再加息超过 25 个基点，他的回答是肯定的。</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>哈塞特：美联储有空间再加息超过 25 个基点</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; 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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哈塞特：美联储有空间再加息超过 25 个基点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2025-12-09 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据金十报道，美国白宫国家经济委员会主任哈塞特表示，针对美联储是否有空间再加息超过 25 个基点，他的回答是肯定的。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4588":"碎股","SH":"做空标普500-Proshares","OEX":"标普100","TMF":"3倍做多20年期以上国债ETF-Direxion","BK4581":"高盛持仓","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://www.chaincatcher.com/article/2227719","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590427343","content_text":"ChainCatcher 消息，据金十报道，美国白宫国家经济委员会主任哈塞特表示，针对美联储是否有空间再加息超过 25 个基点，他的回答是肯定的。","news_type":1,"symbols_score_info":{"TLTW":0.6,".SPX":0.6,"IVV":0.6,"UPRO":0.6,"ESmain":0.6,"SSO":0.6,"SPY":1.61,"OEX":0.6,"MESmain":0.6,"OEF":0.6,"SH":0.6,"SDS":0.6,"TMF":0.6,"SPXU":0.6}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498864749400088,"gmtCreate":1762818571967,"gmtModify":1762818574343,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"笑死我了 [开心] [开心]","listText":"笑死我了 [开心] [开心]","text":"笑死我了 [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498864749400088","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483894090437496,"gmtCreate":1759167156415,"gmtModify":1759167158684,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"标题没问题吧？","listText":"标题没问题吧？","text":"标题没问题吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483894090437496","repostId":"2571321733","repostType":2,"repost":{"id":"2571321733","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1759155949,"share":"https://www.laohu8.com/m/news/2571321733?lang=zh_CN&edition=full","pubTime":"2025-09-29 22:25","market":"fut","language":"en","title":"HSBC Adjusts Price Target on Tesla to $127 From $120<blockquote>汇丰银行将特斯拉目标价从120美元调整至127美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2571321733","media":"MT Newswires Live","summary":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and r","content":"<p><html><body> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FactSet调查的分析师表示，(TSLA)的平均评级为持有，平均目标价为343.06美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以通过以下方式联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p><p><blockquote>价格：443.97，变动：+3.57，变动百分比：+0.81</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_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>HSBC Adjusts Price Target on Tesla to $127 From $120<blockquote>汇丰银行将特斯拉目标价从120美元调整至127美元</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; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHSBC Adjusts Price Target on Tesla to $127 From $120<blockquote>汇丰银行将特斯拉目标价从120美元调整至127美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-09-29 22:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FactSet调查的分析师表示，(TSLA)的平均评级为持有，平均目标价为343.06美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以通过以下方式联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p><p><blockquote>价格：443.97，变动：+3.57，变动百分比：+0.81</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":{"TSLL":"2倍做多TSLA ETF-Direxion","HSBC":"汇丰","TSLA":"特斯拉"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571321733","content_text":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price: 443.97, Change: +3.57, Percent Change: +0.81","news_type":1,"symbols_score_info":{"HSBC":1.5,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482891188871504,"gmtCreate":1758922057845,"gmtModify":1758922060255,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"被机构建仓了🥲","listText":"被机构建仓了🥲","text":"被机构建仓了🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482891188871504","repostId":"2570694831","repostType":2,"repost":{"id":"2570694831","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1758913331,"share":"https://www.laohu8.com/m/news/2570694831?lang=zh_CN&edition=full","pubTime":"2025-09-27 03:02","market":"fut","language":"en","title":"Iren Shares Fall After JPMorgan Downgrade<blockquote>摩根大通降级后Iren股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2570694831","media":"MT Newswires Live","summary":"Iren (IREN) shares were down over 10% in recent Friday trading after JPMorgan downgraded the data center operator to underweight from neutral.Trading volume stood at more than 52.2 million shares, against a daily average of roughly 31.3 million.Price: 41.53, Change: -4.77, Percent Change: -10.29","content":"<p><html><body> Iren (IREN) shares were down over 10% in recent Friday trading after JPMorgan downgraded the data center operator to underweight from neutral.</p><p><blockquote><html><body>摩根大通将数据中心运营商IREN(IREN)的评级从中性下调至跑输大盘后，该公司股价在最近周五的交易中下跌了10%以上。</body></html></blockquote></p><p>Trading volume stood at more than 52.2 million shares, against a daily average of roughly 31.3 million.</p><p><blockquote>交易量超过5220万股，而日均交易量约为3130万股。</blockquote></p><p>Price: 41.53, Change: -4.77, Percent Change: -10.29</p><p><blockquote>价格：41.53，变化：-4.77，变化百分比：-10.29</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_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>Iren Shares Fall After JPMorgan Downgrade<blockquote>摩根大通降级后Iren股价下跌</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; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIren Shares Fall After JPMorgan Downgrade<blockquote>摩根大通降级后Iren股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-09-27 03:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Iren (IREN) shares were down over 10% in recent Friday trading after JPMorgan downgraded the data center operator to underweight from neutral.</p><p><blockquote><html><body>摩根大通将数据中心运营商IREN(IREN)的评级从中性下调至跑输大盘后，该公司股价在最近周五的交易中下跌了10%以上。</body></html></blockquote></p><p>Trading volume stood at more than 52.2 million shares, against a daily average of roughly 31.3 million.</p><p><blockquote>交易量超过5220万股，而日均交易量约为3130万股。</blockquote></p><p>Price: 41.53, Change: -4.77, Percent Change: -10.29</p><p><blockquote>价格：41.53，变化：-4.77，变化百分比：-10.29</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":{"BK4600":"加密货币概念","BK4516":"特朗普概念","IREN":"IREN 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-10.29","news_type":1,"symbols_score_info":{"IREN":1}},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481576640471552,"gmtCreate":1758596592807,"gmtModify":1758596660080,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> 谁能拿到货谁牛逼哈[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> 谁能拿到货谁牛逼哈[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"$IREN Ltd(IREN)$ 谁能拿到货谁牛逼哈[财迷] [财迷] [财迷] [财迷] 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481390590428016","repostId":"1166630837","repostType":2,"repost":{"id":"1166630837","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":1758542422,"share":"https://www.laohu8.com/m/news/1166630837?lang=zh_CN&edition=full","pubTime":"2025-09-22 20:00","market":"us","language":"zh","title":"IREN：将AI云规模翻倍至2.3万个GPU，AI云年收入目标升至超5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1166630837","media":"老虎资讯综合","summary":"AI云年度常性收入目标提升至超过5亿美元。","content":"<html><head></head><body><p>周一， 数据中心运营商兼比特币矿企<a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 宣布将AI云规模翻倍至2.3万个GPU，AI云年度常性收入目标提升至超过5亿美元。</p><p>IREN表示已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。此次采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD MI350X，总价值约6.74亿美元。</p><p style=\"text-align: justify;\">这些设备将分阶段交付至IREN位于乔治王子城的园区，预计支持公司在2026年第一季度末实现超5亿美元AI云业务年经常性收入的目标。</p><p style=\"text-align: justify;\">&#34;随着全球算力需求加速增长，客户日益寻求能快速实现规模化的合作伙伴，&#34;IREN联合创始人兼首席执行官丹尼尔·罗伯茨表示，&#34;在数月内将设备总量倍增到23,000余台GPU，充分体现我们垂直整合平台的优势及满足长期紧迫需求的能力。交付前预签约模式的转变，为AI云业务增长注入新动能。&#34;</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>IREN：将AI云规模翻倍至2.3万个GPU，AI云年收入目标升至超5亿美元</title>\n<style 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href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 宣布将AI云规模翻倍至2.3万个GPU，AI云年度常性收入目标提升至超过5亿美元。</p><p>IREN表示已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。此次采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD MI350X，总价值约6.74亿美元。</p><p style=\"text-align: justify;\">这些设备将分阶段交付至IREN位于乔治王子城的园区，预计支持公司在2026年第一季度末实现超5亿美元AI云业务年经常性收入的目标。</p><p style=\"text-align: justify;\">&#34;随着全球算力需求加速增长，客户日益寻求能快速实现规模化的合作伙伴，&#34;IREN联合创始人兼首席执行官丹尼尔·罗伯茨表示，&#34;在数月内将设备总量倍增到23,000余台GPU，充分体现我们垂直整合平台的优势及满足长期紧迫需求的能力。交付前预签约模式的转变，为AI云业务增长注入新动能。&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c752c9292f5edc220d70f54c981610af","relate_stocks":{"IREN":"IREN Ltd"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166630837","content_text":"周一， 数据中心运营商兼比特币矿企IREN Ltd 宣布将AI云规模翻倍至2.3万个GPU，AI云年度常性收入目标提升至超过5亿美元。IREN表示已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。此次采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481316205166624","repostId":"1145809766","repostType":2,"repost":{"id":"1145809766","kind":"news","pubTimestamp":1758524464,"share":"https://www.laohu8.com/m/news/1145809766?lang=zh_CN&edition=full","pubTime":"2025-09-22 15:01","market":"us","language":"zh","title":"Bybit华语负责人：平台被盗传闻源自小红书虚假信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1145809766","media":"TechFlow","summary":"9 月 22 日，Bybit华语负责人Tina今日在社交平台发文辟谣，表示目前社区流传的\"9月22日Bybit被盗\"信息纯属谣言。据Tina透露，该谣言源自一个仅有59个粉丝的小红书账号发布的虚假信息。社区用户不要继续传播该不实消息，以免造成不必要的恐慌。","content":"<html><head></head><body><p>9 月 22 日，Bybit华语负责人Tina今日在社交平台发文辟谣，表示目前社区流传的&#34;9月22日Bybit被盗&#34;信息纯属谣言。据Tina透露，该谣言源自一个仅有59个粉丝的小红书账号发布的虚假信息。社区用户不要继续传播该不实消息，以免造成不必要的恐慌。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adf0d92a5ee6da5aabee4802c84f30f6\" title=\"\" tg-width=\"606\" 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href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215\">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/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"JD":"京东","09988":"阿里巴巴-W","MPNGY":"美团ADR","BABA":"阿里巴巴","09618":"京东集团-SW","03690":"美团-W"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155514597","content_text":"9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。","news_type":1,"symbols_score_info":{"03690":1.1,"09618":1.1,"BABA":1.1,"MPNGY":1.1,"09988":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472007505358888,"gmtCreate":1756268291504,"gmtModify":1756288096470,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"<a 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13:47","market":"hk","language":"zh","title":"小摩：将博通目标价下调至72美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2607093894","media":"中金财经","summary":"摩根大通：将博通(AVGO.US)目标价从75美元下调至72美元。","content":"<html><body><p>　　<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>：将<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)目标价从75美元下调至72美元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_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>小摩：将博通目标价下调至72美元</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小摩：将博通目标价下调至72美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 13:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushizhibo/20260130/31986333.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通：将博通(AVGO.US)目标价从75美元下调至72美元。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260130/31986333.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":{"LU1035775433.USD":"AB SICAV I - 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22:15","market":"us","language":"zh","title":"景顺预计QQQ将于12月22日作为开放式基金开始交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1170034537","media":"老虎资讯综合","summary":"12月19日，景顺预计QQQ将于12月22日作为开放式基金开始交易。","content":"<html><head></head><body><p>12月19日，景顺预计QQQ将于12月22日作为开放式基金开始交易。</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>景顺预计QQQ将于12月22日作为开放式基金开始交易</title>\n<style 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22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月19日，景顺预计QQQ将于12月22日作为开放式基金开始交易。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170034537","content_text":"12月19日，景顺预计QQQ将于12月22日作为开放式基金开始交易。","news_type":1,"symbols_score_info":{"QQQ":1,"SQQQ":1}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472007505358888,"gmtCreate":1756268291504,"gmtModify":1756288096470,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a> 长期看好下一步60刀乐","listText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a> 长期看好下一步60刀乐","text":"$IREN Ltd(IREN)$ 长期看好下一步60刀乐","images":[{"img":"https://static.tigerbbs.com/97f98d0b935fc956a5ead9845f610e19","width":"966","height":"1967"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472007505358888","isVote":1,"tweetType":1,"viewCount":8065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522379285893248,"gmtCreate":1768557403082,"gmtModify":1768557405378,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"冲啊满仓干💪","listText":"冲啊满仓干💪","text":"冲啊满仓干💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522379285893248","repostId":"1160357235","repostType":2,"repost":{"id":"1160357235","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":1768552952,"share":"https://www.laohu8.com/m/news/1160357235?lang=zh_CN&edition=full","pubTime":"2026-01-16 16:42","market":"us","language":"zh","title":"观点 | 是时候押注马斯克了：其构建的AI帝国究竟是什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160357235","media":"老虎资讯综合","summary":"华尔街对特斯拉究竟是什么公司仍存在严重分歧。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。明确的时间节点英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。","content":"<html><head></head><body><p>埃隆·马斯克被认为是人类历史上最富有的人之一。他积累财富的方式，与约翰·D·洛克菲勒当年的路径存在高度相似之处。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84cdbe3a5fe6406ddfb2e5a699f6e476\" tg-width=\"876\" tg-height=\"532\"/></p><p>洛克菲勒并非因为找到比别人更多的石油而致富。在当时，石油并不稀缺，宾夕法尼亚州遍布“野猫式”勘探者，许多人都一度赚得盆满钵满。但问题在于，当所有人都富裕时，“富裕”本身并不具备持续性。</p><p>洛克菲勒真正理解的是：利润并不在石油本身，而是在石油从井口到消费者之间的所有环节。他收购了输油管道、炼油厂、铁路运输资源，并通过谈判获得运费返利，使其运输成本远低于竞争对手。等竞争者把石油开采出来时，洛克菲勒已经掌控了从油井到煤油灯之间的全部基础设施。</p><p><strong>标准石油并非在“竞争”，而是在“收取通行费”。</strong></p><p>这一模式，被认为正在人工智能领域重演。</p><p>华尔街对特斯拉究竟是什么公司仍存在严重分歧。看多者（如 Wedbush 的 Dan Ives）认为，特斯拉是“当前市场中被低估最严重的 AI 标的之一”；看空者（如 GLJ Research 的 Gordon Johnson）则坚持认为特斯拉“本质上只是一家汽车公司”，估值被严重放大。过去十多年，市场共识更多站在后者一边。</p><p>但这一判断正受到挑战。从估值角度看，若仅将特斯拉视为汽车制造商，其定价确实显得激进；但若将其视为当前唯一一家上市的、垂直整合的 AI 体系入口，其估值逻辑则截然不同。</p><p><strong>执行力：AI 时代真正的稀缺资源</strong></p><p>英伟达 CEO 黄仁勋在 2024 年 10 月的播客节目中，对马斯克给出了高度评价。作为全球几乎所有 AI 系统的核心算力供应商，英伟达掌握着最真实的行业执行进度信息。</p><p>黄仁勋提到，xAI 在田纳西州孟菲斯建设的 Colossus 数据中心，从一片空地到 10 万张英伟达 GPU 上线，仅用了 19 天，而这一过程在行业内通常需要数年时间。这种速度，并非“效率差异”，而是“执行层级的不同”。</p><p>类似的例子也曾出现在特斯拉上海超级工厂。该项目于 2019 年 1 月动工，不到 11 个月便实现量产，而行业新建整车工厂的常规周期通常为 4–5 年。</p><p>在 AI 基础设施领域，这种执行力尤为关键。随着英伟达从 Hopper 架构过渡到 Blackwell 架构，数据中心需要从风冷转向液冷，单机架功耗、重量和配套设施需求大幅提升，相当于“重建一整座数据中心”。在这一背景下，部署速度比资金规模更具决定性意义。</p><p><strong>xAI 的算力规模与先发优势</strong></p><p>xAI 已披露，其在 2025 年底前，Colossus I 与 II 超级计算集群的 H100 等效 GPU 数量已超过 100 万张，并完成了由英伟达与思科参与的 200 亿美元 E 轮融资，用于进一步扩展算力基础设施。</p><p>马斯克曾多次公开提及，旗下公司正在向“AI 生态融合”方向发展，形成统一的基础设施与入口。</p><p>在 AI 领域，先发优势具有自我强化特征：</p><p>率先部署 → 率先训练 → 率先发布模型 → 吸引更多用户 → 产生更多数据 → 进一步提升模型能力。</p><p>这并非锦上添花，而是护城河。</p><p><strong>被低估的数据壁垒：特斯拉汽车</strong></p><p>特斯拉拥有一个长期被市场低估的数据优势。每一辆在路上的特斯拉，都是实时数据采集终端。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。</p><p>尽管目前 FSD 的订阅率约为 12%，且系统仍处于 SAE L2（需人工监督）阶段，与 Waymo 的 L4 自动驾驶存在差异，但在数据规模上，两者不可同日而语。</p><p>Waymo 运营的车辆约 1500–2500 辆，运行在少数城市的限定区域内；而特斯拉已有超过 500 万辆车在全球道路上持续采集数据，且硬件成本由消费者承担。</p><p>在模型训练中还存在所谓的“检查点问题”：模型训练是连续迭代的过程，缺失最新检查点，意味着从“零”开始。特斯拉的检查点包含的是数十亿英里的学习经验，新进入者的差距并非以时间计，而是以里程计。</p><p><strong>垂直整合的“洛克菲勒式结构”</strong></p><p>若将洛克菲勒的标准石油体系映射到马斯克当前的布局，可见明显对应关系：</p><p>油井 → xAI（前沿 AI 实验室）</p><p>管道 → Starlink（9500 颗卫星的全球网络）</p><p>炼油厂 → Colossus 超级计算集群</p><p>分销网络 → 特斯拉车辆、Optimus 机器人</p><p>再投资资金 → 特斯拉现金流</p><p>2025 年第三季度，特斯拉单季自由现金流接近 40 亿美元，现金及投资合计 416 亿美元，为 AI 基础设施提供持续资金来源。</p><p>训练数据来自 X（原 Twitter），6000 万级别用户产生的实时内容难以被复制；算力来自 Colossus；全球分发依赖 Starlink；物理落地通过车辆、机器人与终端屏幕完成。</p><p>这一结构，与标准石油从井口到油泵的控制路径高度相似。</p><p><strong>“马斯克折价”与时间偏见</strong></p><p>前对冲基金 CIO Jordi Visser 提出“马斯克折价”一说：当马斯克做出前瞻性判断时，市场往往因其时间判断偏乐观而折价定价，但其方向判断多次被历史验证。</p><p>电动车、可回收火箭、自动驾驶、神经网络应用，均经历过类似路径。</p><p>资本市场存在明显的时间偏见：若成果无法在下一个财报季体现，便被视为“不存在”。但真正的竞争壁垒，往往在多年中悄然形成。</p><p><strong>明确的时间节点</strong></p><p>英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。首个主要基于 Blackwell 架构训练的前沿模型，预计将在年中面世，届时市场对特斯拉在 AI 版图中的位置，或将被迫重新评估。</p><p><strong>唯一的公开入口</strong></p><p>目前，xAI、SpaceX、Starlink、Neuralink、The Boring Company 均未上市。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。</p><p>在这一视角下，汽车业务更像是现金引擎，而非核心终点。</p><p>当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。但从垂直整合和长期基础设施角度看，这一排序存在被重新审视的空间。</p><p>当年，洛克菲勒的竞争对手意识到问题时，已不得不向标准石油购买煤油。类似地，当市场真正理解特斯拉的定位时，其护城河或已成型。</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>观点 | 是时候押注马斯克了：其构建的AI帝国究竟是什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n观点 | 是时候押注马斯克了：其构建的AI帝国究竟是什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-16 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>埃隆·马斯克被认为是人类历史上最富有的人之一。他积累财富的方式，与约翰·D·洛克菲勒当年的路径存在高度相似之处。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84cdbe3a5fe6406ddfb2e5a699f6e476\" tg-width=\"876\" tg-height=\"532\"/></p><p>洛克菲勒并非因为找到比别人更多的石油而致富。在当时，石油并不稀缺，宾夕法尼亚州遍布“野猫式”勘探者，许多人都一度赚得盆满钵满。但问题在于，当所有人都富裕时，“富裕”本身并不具备持续性。</p><p>洛克菲勒真正理解的是：利润并不在石油本身，而是在石油从井口到消费者之间的所有环节。他收购了输油管道、炼油厂、铁路运输资源，并通过谈判获得运费返利，使其运输成本远低于竞争对手。等竞争者把石油开采出来时，洛克菲勒已经掌控了从油井到煤油灯之间的全部基础设施。</p><p><strong>标准石油并非在“竞争”，而是在“收取通行费”。</strong></p><p>这一模式，被认为正在人工智能领域重演。</p><p>华尔街对特斯拉究竟是什么公司仍存在严重分歧。看多者（如 Wedbush 的 Dan Ives）认为，特斯拉是“当前市场中被低估最严重的 AI 标的之一”；看空者（如 GLJ Research 的 Gordon Johnson）则坚持认为特斯拉“本质上只是一家汽车公司”，估值被严重放大。过去十多年，市场共识更多站在后者一边。</p><p>但这一判断正受到挑战。从估值角度看，若仅将特斯拉视为汽车制造商，其定价确实显得激进；但若将其视为当前唯一一家上市的、垂直整合的 AI 体系入口，其估值逻辑则截然不同。</p><p><strong>执行力：AI 时代真正的稀缺资源</strong></p><p>英伟达 CEO 黄仁勋在 2024 年 10 月的播客节目中，对马斯克给出了高度评价。作为全球几乎所有 AI 系统的核心算力供应商，英伟达掌握着最真实的行业执行进度信息。</p><p>黄仁勋提到，xAI 在田纳西州孟菲斯建设的 Colossus 数据中心，从一片空地到 10 万张英伟达 GPU 上线，仅用了 19 天，而这一过程在行业内通常需要数年时间。这种速度，并非“效率差异”，而是“执行层级的不同”。</p><p>类似的例子也曾出现在特斯拉上海超级工厂。该项目于 2019 年 1 月动工，不到 11 个月便实现量产，而行业新建整车工厂的常规周期通常为 4–5 年。</p><p>在 AI 基础设施领域，这种执行力尤为关键。随着英伟达从 Hopper 架构过渡到 Blackwell 架构，数据中心需要从风冷转向液冷，单机架功耗、重量和配套设施需求大幅提升，相当于“重建一整座数据中心”。在这一背景下，部署速度比资金规模更具决定性意义。</p><p><strong>xAI 的算力规模与先发优势</strong></p><p>xAI 已披露，其在 2025 年底前，Colossus I 与 II 超级计算集群的 H100 等效 GPU 数量已超过 100 万张，并完成了由英伟达与思科参与的 200 亿美元 E 轮融资，用于进一步扩展算力基础设施。</p><p>马斯克曾多次公开提及，旗下公司正在向“AI 生态融合”方向发展，形成统一的基础设施与入口。</p><p>在 AI 领域，先发优势具有自我强化特征：</p><p>率先部署 → 率先训练 → 率先发布模型 → 吸引更多用户 → 产生更多数据 → 进一步提升模型能力。</p><p>这并非锦上添花，而是护城河。</p><p><strong>被低估的数据壁垒：特斯拉汽车</strong></p><p>特斯拉拥有一个长期被市场低估的数据优势。每一辆在路上的特斯拉，都是实时数据采集终端。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。</p><p>尽管目前 FSD 的订阅率约为 12%，且系统仍处于 SAE L2（需人工监督）阶段，与 Waymo 的 L4 自动驾驶存在差异，但在数据规模上，两者不可同日而语。</p><p>Waymo 运营的车辆约 1500–2500 辆，运行在少数城市的限定区域内；而特斯拉已有超过 500 万辆车在全球道路上持续采集数据，且硬件成本由消费者承担。</p><p>在模型训练中还存在所谓的“检查点问题”：模型训练是连续迭代的过程，缺失最新检查点，意味着从“零”开始。特斯拉的检查点包含的是数十亿英里的学习经验，新进入者的差距并非以时间计，而是以里程计。</p><p><strong>垂直整合的“洛克菲勒式结构”</strong></p><p>若将洛克菲勒的标准石油体系映射到马斯克当前的布局，可见明显对应关系：</p><p>油井 → xAI（前沿 AI 实验室）</p><p>管道 → Starlink（9500 颗卫星的全球网络）</p><p>炼油厂 → Colossus 超级计算集群</p><p>分销网络 → 特斯拉车辆、Optimus 机器人</p><p>再投资资金 → 特斯拉现金流</p><p>2025 年第三季度，特斯拉单季自由现金流接近 40 亿美元，现金及投资合计 416 亿美元，为 AI 基础设施提供持续资金来源。</p><p>训练数据来自 X（原 Twitter），6000 万级别用户产生的实时内容难以被复制；算力来自 Colossus；全球分发依赖 Starlink；物理落地通过车辆、机器人与终端屏幕完成。</p><p>这一结构，与标准石油从井口到油泵的控制路径高度相似。</p><p><strong>“马斯克折价”与时间偏见</strong></p><p>前对冲基金 CIO Jordi Visser 提出“马斯克折价”一说：当马斯克做出前瞻性判断时，市场往往因其时间判断偏乐观而折价定价，但其方向判断多次被历史验证。</p><p>电动车、可回收火箭、自动驾驶、神经网络应用，均经历过类似路径。</p><p>资本市场存在明显的时间偏见：若成果无法在下一个财报季体现，便被视为“不存在”。但真正的竞争壁垒，往往在多年中悄然形成。</p><p><strong>明确的时间节点</strong></p><p>英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。首个主要基于 Blackwell 架构训练的前沿模型，预计将在年中面世，届时市场对特斯拉在 AI 版图中的位置，或将被迫重新评估。</p><p><strong>唯一的公开入口</strong></p><p>目前，xAI、SpaceX、Starlink、Neuralink、The Boring Company 均未上市。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。</p><p>在这一视角下，汽车业务更像是现金引擎，而非核心终点。</p><p>当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。但从垂直整合和长期基础设施角度看，这一排序存在被重新审视的空间。</p><p>当年，洛克菲勒的竞争对手意识到问题时，已不得不向标准石油购买煤油。类似地，当市场真正理解特斯拉的定位时，其护城河或已成型。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160357235","content_text":"埃隆·马斯克被认为是人类历史上最富有的人之一。他积累财富的方式，与约翰·D·洛克菲勒当年的路径存在高度相似之处。洛克菲勒并非因为找到比别人更多的石油而致富。在当时，石油并不稀缺，宾夕法尼亚州遍布“野猫式”勘探者，许多人都一度赚得盆满钵满。但问题在于，当所有人都富裕时，“富裕”本身并不具备持续性。洛克菲勒真正理解的是：利润并不在石油本身，而是在石油从井口到消费者之间的所有环节。他收购了输油管道、炼油厂、铁路运输资源，并通过谈判获得运费返利，使其运输成本远低于竞争对手。等竞争者把石油开采出来时，洛克菲勒已经掌控了从油井到煤油灯之间的全部基础设施。标准石油并非在“竞争”，而是在“收取通行费”。这一模式，被认为正在人工智能领域重演。华尔街对特斯拉究竟是什么公司仍存在严重分歧。看多者（如 Wedbush 的 Dan Ives）认为，特斯拉是“当前市场中被低估最严重的 AI 标的之一”；看空者（如 GLJ Research 的 Gordon Johnson）则坚持认为特斯拉“本质上只是一家汽车公司”，估值被严重放大。过去十多年，市场共识更多站在后者一边。但这一判断正受到挑战。从估值角度看，若仅将特斯拉视为汽车制造商，其定价确实显得激进；但若将其视为当前唯一一家上市的、垂直整合的 AI 体系入口，其估值逻辑则截然不同。执行力：AI 时代真正的稀缺资源英伟达 CEO 黄仁勋在 2024 年 10 月的播客节目中，对马斯克给出了高度评价。作为全球几乎所有 AI 系统的核心算力供应商，英伟达掌握着最真实的行业执行进度信息。黄仁勋提到，xAI 在田纳西州孟菲斯建设的 Colossus 数据中心，从一片空地到 10 万张英伟达 GPU 上线，仅用了 19 天，而这一过程在行业内通常需要数年时间。这种速度，并非“效率差异”，而是“执行层级的不同”。类似的例子也曾出现在特斯拉上海超级工厂。该项目于 2019 年 1 月动工，不到 11 个月便实现量产，而行业新建整车工厂的常规周期通常为 4–5 年。在 AI 基础设施领域，这种执行力尤为关键。随着英伟达从 Hopper 架构过渡到 Blackwell 架构，数据中心需要从风冷转向液冷，单机架功耗、重量和配套设施需求大幅提升，相当于“重建一整座数据中心”。在这一背景下，部署速度比资金规模更具决定性意义。xAI 的算力规模与先发优势xAI 已披露，其在 2025 年底前，Colossus I 与 II 超级计算集群的 H100 等效 GPU 数量已超过 100 万张，并完成了由英伟达与思科参与的 200 亿美元 E 轮融资，用于进一步扩展算力基础设施。马斯克曾多次公开提及，旗下公司正在向“AI 生态融合”方向发展，形成统一的基础设施与入口。在 AI 领域，先发优势具有自我强化特征：率先部署 → 率先训练 → 率先发布模型 → 吸引更多用户 → 产生更多数据 → 进一步提升模型能力。这并非锦上添花，而是护城河。被低估的数据壁垒：特斯拉汽车特斯拉拥有一个长期被市场低估的数据优势。每一辆在路上的特斯拉，都是实时数据采集终端。根据特斯拉 FSD 官方披露，其车队累计真实道路行驶数据接近 73 亿英里，其中城市道路约 26.3 亿英里。尽管目前 FSD 的订阅率约为 12%，且系统仍处于 SAE L2（需人工监督）阶段，与 Waymo 的 L4 自动驾驶存在差异，但在数据规模上，两者不可同日而语。Waymo 运营的车辆约 1500–2500 辆，运行在少数城市的限定区域内；而特斯拉已有超过 500 万辆车在全球道路上持续采集数据，且硬件成本由消费者承担。在模型训练中还存在所谓的“检查点问题”：模型训练是连续迭代的过程，缺失最新检查点，意味着从“零”开始。特斯拉的检查点包含的是数十亿英里的学习经验，新进入者的差距并非以时间计，而是以里程计。垂直整合的“洛克菲勒式结构”若将洛克菲勒的标准石油体系映射到马斯克当前的布局，可见明显对应关系：油井 → xAI（前沿 AI 实验室）管道 → Starlink（9500 颗卫星的全球网络）炼油厂 → Colossus 超级计算集群分销网络 → 特斯拉车辆、Optimus 机器人再投资资金 → 特斯拉现金流2025 年第三季度，特斯拉单季自由现金流接近 40 亿美元，现金及投资合计 416 亿美元，为 AI 基础设施提供持续资金来源。训练数据来自 X（原 Twitter），6000 万级别用户产生的实时内容难以被复制；算力来自 Colossus；全球分发依赖 Starlink；物理落地通过车辆、机器人与终端屏幕完成。这一结构，与标准石油从井口到油泵的控制路径高度相似。“马斯克折价”与时间偏见前对冲基金 CIO Jordi Visser 提出“马斯克折价”一说：当马斯克做出前瞻性判断时，市场往往因其时间判断偏乐观而折价定价，但其方向判断多次被历史验证。电动车、可回收火箭、自动驾驶、神经网络应用，均经历过类似路径。资本市场存在明显的时间偏见：若成果无法在下一个财报季体现，便被视为“不存在”。但真正的竞争壁垒，往往在多年中悄然形成。明确的时间节点英伟达 Blackwell 芯片已于 2025 年一季度开始大规模出货，xAI 将成为首批部署方之一。首个主要基于 Blackwell 架构训练的前沿模型，预计将在年中面世，届时市场对特斯拉在 AI 版图中的位置，或将被迫重新评估。唯一的公开入口目前，xAI、SpaceX、Starlink、Neuralink、The Boring Company 均未上市。SpaceX 计划于 2026 年 IPO，但在此之前，特斯拉仍是马斯克整个 AI 与航天体系中唯一的公开交易标的。在这一视角下，汽车业务更像是现金引擎，而非核心终点。当前华尔街对“科技七巨头”的 AI 暴露排序中，特斯拉位列末位，被视为“非 AI 公司”。但从垂直整合和长期基础设施角度看，这一排序存在被重新审视的空间。当年，洛克菲勒的竞争对手意识到问题时，已不得不向标准石油购买煤油。类似地，当市场真正理解特斯拉的定位时，其护城河或已成型。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476717816271336,"gmtCreate":1757408561513,"gmtModify":1757408563222,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"不给我吃饭那我就🤐","listText":"不给我吃饭那我就🤐","text":"不给我吃饭那我就🤐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476717816271336","repostId":"1155514597","repostType":4,"repost":{"id":"1155514597","kind":"news","pubTimestamp":1757401741,"share":"https://www.laohu8.com/m/news/1155514597?lang=zh_CN&edition=full","pubTime":"2025-09-09 15:09","market":"hk","language":"zh","title":"市场监管总局已约谈主要外卖平台，抵制恶性补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=1155514597","media":"央视新闻客户端","summary":"9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。（央视新闻）","content":"<html><head></head><body><p>9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。</p><p style=\"text-align: justify;\">下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。</p></body></html>","source":"lsy1568181200495","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>市场监管总局已约谈主要外卖平台，抵制恶性补贴</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市场监管总局已约谈主要外卖平台，抵制恶性补贴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 15:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215\">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/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"JD":"京东","09988":"阿里巴巴-W","MPNGY":"美团ADR","BABA":"阿里巴巴","09618":"京东集团-SW","03690":"美团-W"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155514597","content_text":"9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。","news_type":1,"symbols_score_info":{"03690":1.1,"09618":1.1,"BABA":1.1,"MPNGY":1.1,"09988":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524445132350128,"gmtCreate":1769064961454,"gmtModify":1769064963744,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"内存涨完 cpu涨[财迷]&nbsp;&nbsp;","listText":"内存涨完 cpu涨[财迷]&nbsp;&nbsp;","text":"内存涨完 cpu涨[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524445132350128","repostId":"2605245814","repostType":2,"repost":{"id":"2605245814","kind":"news","pubTimestamp":1769046141,"share":"https://www.laohu8.com/m/news/2605245814?lang=zh_CN&edition=full","pubTime":"2026-01-22 09:42","market":"us","language":"zh","title":"大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2605245814","media":"格隆汇","summary":"伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对有限。他认为，AMD更有可能先在核心业务上受惠于服务器需求强劲与市占提升，而投资人也可望在观察其AI芯片发展结果的同时，维持乐观态度。","content":"<p>伯恩斯坦分析师Stacy Rasgon将<a href=\"https://laohu8.com/S/AMD\">AMD</a>的目标价从200美元上调至225美元，维持“与大市同步”评级。</p><p>分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对有限。他认为，AMD更有可能先在核心业务上受惠于服务器需求强劲与市占提升，而投资人也可望在观察其AI芯片发展结果的同时，维持乐观态度。</p>","source":"tencent","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>大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观</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大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-22 09:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","AMDY":"AMD期权收益策略ETF-YieldMax","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4529":"IDC概念","BK4575":"芯片概念","BK4566":"资本集团","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","AMUU":"2倍做多AMD ETF-Direxion","BK4612":"AI芯片","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","AMYY":"GraniteShares YieldBOOST AMD ETF","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","AMDD":"1倍做空AMD 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Acc SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605245814","content_text":"伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 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17:48","market":"sh","language":"zh","title":"廉价版Model3或进入中国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2603051036","media":"海报新闻","summary":"不到20万元，就能买特斯拉了？一款“廉价版”Model3，已经悄悄出现在了工信部免税目录里。这意味着，它离正式上市，可能就差临门一脚了！最狠的是价格。目前美国同款卖约25.8万人民币，但按特斯拉在中国的定价策略和超高的本土化率，业内普遍预测，它的起售价很可能会杀入20万元以内。这价格，怕是真要搅动整个电动车市场了。但“廉价”二字，不是白叫的。","content":"<html><body><div>\n<p>　　不到20万元，就能买<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>了？</p><p>　　一款“廉价版”Model 3，已经悄悄出现在了工信部免税目录里。这意味着，它离正式上市，可能就差临门一脚了！</p><p>　　最狠的是价格。目前美国同款卖约25.8万人民币，但按<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>在中国的定价策略和超高的本土化率，业内普遍预测，它的起售价很可能会杀入20万元以内。这价格，怕是真要搅动整个电动车市场了。</p><p>　　但“廉价”二字，不是白叫的。为了压低价格，这款车可谓是“精打细算”： 续航480公里，比在售版的634公里少了一截。被曝精简了约20项配置！车头贯穿灯带，没了；车窗双层隔音玻璃，换成单层；外后视镜和座椅调节，都变成了手动。一句话，能手动绝不用电动。</p><p>　　（海报新闻综合每日经济新闻</p><p>（文章来源：海报新闻）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=http://finance.eastmoney.com/a/202601153620524514.html><strong>海报新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不到20万元，就能买特斯拉了？　　一款“廉价版”Model 3，已经悄悄出现在了工信部免税目录里。这意味着，它离正式上市，可能就差临门一脚了！　　最狠的是价格。目前美国同款卖约25.8万人民币，但按特斯拉在中国的定价策略和超高的本土化率，业内普遍预测，它的起售价很可能会杀入20万元以内。这价格，怕是真要搅动整个电动车市场了。　　但“廉价”二字，不是白叫的。为了压低价格，这款车可谓是“精打细算”： ...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601153620524514.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":{"ASHS":"德银沪深中证500指数ETF","MCHI":"中国ETF-iShares 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498864749400088","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483894090437496,"gmtCreate":1759167156415,"gmtModify":1759167158684,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"标题没问题吧？","listText":"标题没问题吧？","text":"标题没问题吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483894090437496","repostId":"2571321733","repostType":2,"repost":{"id":"2571321733","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1759155949,"share":"https://www.laohu8.com/m/news/2571321733?lang=zh_CN&edition=full","pubTime":"2025-09-29 22:25","market":"fut","language":"en","title":"HSBC Adjusts Price Target on Tesla to $127 From $120<blockquote>汇丰银行将特斯拉目标价从120美元调整至127美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2571321733","media":"MT Newswires Live","summary":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and r","content":"<p><html><body> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FactSet调查的分析师表示，(TSLA)的平均评级为持有，平均目标价为343.06美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以通过以下方式联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p><p><blockquote>价格：443.97，变动：+3.57，变动百分比：+0.81</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_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>HSBC Adjusts Price Target on Tesla to $127 From $120<blockquote>汇丰银行将特斯拉目标价从120美元调整至127美元</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; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHSBC Adjusts Price Target on Tesla to $127 From $120<blockquote>汇丰银行将特斯拉目标价从120美元调整至127美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-09-29 22:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FactSet调查的分析师表示，(TSLA)的平均评级为持有，平均目标价为343.06美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以通过以下方式联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p>Price: 443.97, Change: +3.57, Percent Change: +0.81</p><p><blockquote>价格：443.97，变动：+3.57，变动百分比：+0.81</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":{"TSLL":"2倍做多TSLA ETF-Direxion","HSBC":"汇丰","TSLA":"特斯拉"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571321733","content_text":"Tesla (TSLA) has an average rating of hold and mean price target of $343.06, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price: 443.97, Change: +3.57, Percent Change: +0.81","news_type":1,"symbols_score_info":{"HSBC":1.5,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482891188871504,"gmtCreate":1758922057845,"gmtModify":1758922060255,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"被机构建仓了🥲","listText":"被机构建仓了🥲","text":"被机构建仓了🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482891188871504","repostId":"2570694831","repostType":2,"repost":{"id":"2570694831","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1758913331,"share":"https://www.laohu8.com/m/news/2570694831?lang=zh_CN&edition=full","pubTime":"2025-09-27 03:02","market":"fut","language":"en","title":"Iren Shares Fall After JPMorgan Downgrade<blockquote>摩根大通降级后Iren股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2570694831","media":"MT Newswires Live","summary":"Iren (IREN) shares were down over 10% in recent Friday trading after JPMorgan downgraded the data center operator to underweight from neutral.Trading volume stood at more than 52.2 million shares, against a daily average of roughly 31.3 million.Price: 41.53, Change: -4.77, Percent Change: -10.29","content":"<p><html><body> Iren (IREN) shares were down over 10% in recent Friday trading after JPMorgan downgraded the data center operator to underweight from neutral.</p><p><blockquote><html><body>摩根大通将数据中心运营商IREN(IREN)的评级从中性下调至跑输大盘后，该公司股价在最近周五的交易中下跌了10%以上。</body></html></blockquote></p><p>Trading volume stood at more than 52.2 million shares, against a daily average of roughly 31.3 million.</p><p><blockquote>交易量超过5220万股，而日均交易量约为3130万股。</blockquote></p><p>Price: 41.53, Change: -4.77, Percent Change: -10.29</p><p><blockquote>价格：41.53，变化：-4.77，变化百分比：-10.29</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_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>Iren Shares Fall After JPMorgan Downgrade<blockquote>摩根大通降级后Iren股价下跌</blockquote></title>\n<style 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03:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Iren (IREN) shares were down over 10% in recent Friday trading after JPMorgan downgraded the data center operator to underweight from neutral.</p><p><blockquote><html><body>摩根大通将数据中心运营商IREN(IREN)的评级从中性下调至跑输大盘后，该公司股价在最近周五的交易中下跌了10%以上。</body></html></blockquote></p><p>Trading volume stood at more than 52.2 million shares, against a daily average of roughly 31.3 million.</p><p><blockquote>交易量超过5220万股，而日均交易量约为3130万股。</blockquote></p><p>Price: 41.53, Change: -4.77, Percent Change: -10.29</p><p><blockquote>价格：41.53，变化：-4.77，变化百分比：-10.29</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":{"BK4600":"加密货币概念","BK4516":"特朗普概念","IREN":"IREN 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-10.29","news_type":1,"symbols_score_info":{"IREN":1}},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481576640471552,"gmtCreate":1758596592807,"gmtModify":1758596660080,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> 谁能拿到货谁牛逼哈[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> 谁能拿到货谁牛逼哈[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"$IREN Ltd(IREN)$ 谁能拿到货谁牛逼哈[财迷] [财迷] [财迷] [财迷] 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481390590428016","repostId":"1166630837","repostType":2,"repost":{"id":"1166630837","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":1758542422,"share":"https://www.laohu8.com/m/news/1166630837?lang=zh_CN&edition=full","pubTime":"2025-09-22 20:00","market":"us","language":"zh","title":"IREN：将AI云规模翻倍至2.3万个GPU，AI云年收入目标升至超5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1166630837","media":"老虎资讯综合","summary":"AI云年度常性收入目标提升至超过5亿美元。","content":"<html><head></head><body><p>周一， 数据中心运营商兼比特币矿企<a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 宣布将AI云规模翻倍至2.3万个GPU，AI云年度常性收入目标提升至超过5亿美元。</p><p>IREN表示已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。此次采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD MI350X，总价值约6.74亿美元。</p><p style=\"text-align: justify;\">这些设备将分阶段交付至IREN位于乔治王子城的园区，预计支持公司在2026年第一季度末实现超5亿美元AI云业务年经常性收入的目标。</p><p style=\"text-align: justify;\">&#34;随着全球算力需求加速增长，客户日益寻求能快速实现规模化的合作伙伴，&#34;IREN联合创始人兼首席执行官丹尼尔·罗伯茨表示，&#34;在数月内将设备总量倍增到23,000余台GPU，充分体现我们垂直整合平台的优势及满足长期紧迫需求的能力。交付前预签约模式的转变，为AI云业务增长注入新动能。&#34;</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>IREN：将AI云规模翻倍至2.3万个GPU，AI云年收入目标升至超5亿美元</title>\n<style 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href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 宣布将AI云规模翻倍至2.3万个GPU，AI云年度常性收入目标提升至超过5亿美元。</p><p>IREN表示已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。此次采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD MI350X，总价值约6.74亿美元。</p><p style=\"text-align: justify;\">这些设备将分阶段交付至IREN位于乔治王子城的园区，预计支持公司在2026年第一季度末实现超5亿美元AI云业务年经常性收入的目标。</p><p style=\"text-align: justify;\">&#34;随着全球算力需求加速增长，客户日益寻求能快速实现规模化的合作伙伴，&#34;IREN联合创始人兼首席执行官丹尼尔·罗伯茨表示，&#34;在数月内将设备总量倍增到23,000余台GPU，充分体现我们垂直整合平台的优势及满足长期紧迫需求的能力。交付前预签约模式的转变，为AI云业务增长注入新动能。&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c752c9292f5edc220d70f54c981610af","relate_stocks":{"IREN":"IREN Ltd"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166630837","content_text":"周一， 数据中心运营商兼比特币矿企IREN Ltd 宣布将AI云规模翻倍至2.3万个GPU，AI云年度常性收入目标提升至超过5亿美元。IREN表示已斥资约6.7亿美元采购英伟达和AMD的GPU，以加速其人工智能云业务增长。此次采购包括7100台英伟达B300 GPU、4200台英伟达B200以及1100台AMD 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class=\"title\">\nBybit华语负责人：平台被盗传闻源自小红书虚假信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 15:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.techflowpost.com/newsletter/detail_99381.html><strong>TechFlow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9 月 22 日，Bybit华语负责人Tina今日在社交平台发文辟谣，表示目前社区流传的\"9月22日Bybit被盗\"信息纯属谣言。据Tina透露，该谣言源自一个仅有59个粉丝的小红书账号发布的虚假信息。社区用户不要继续传播该不实消息，以免造成不必要的恐慌。</p>\n\n<a href=\"https://www.techflowpost.com/newsletter/detail_99381.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/962be253ee7459c393769e9105cb1429","relate_stocks":{"SBET":"SharpLink Gaming","CRCL":"Circle Internet Corp.","BLSH":"Bullish","BTCS":"BTCS Inc.","MSTR":"Strategy","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","MARA":"MARA Holdings","BMNR":"BitMine Immersion Technologies Inc.","UPXI":"Upexi, Inc.","RIOT":"Riot Platforms","CLSK":"CleanSpark, 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