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进步的飞鹰
05-01
这篇文章不错,转发给大家看看
抱歉,原内容已删除
进步的飞鹰
04-12
这篇文章不错,转发给大家看看
@港股挖掘机:谷歌将投资10亿美元,通过两条海底电缆改善美日数字化连接
进步的飞鹰
04-11
这篇文章不错,转发给大家看看
@读懂财经:291亿投资拉动5万亿财富增长,大模型的泡沫来了?
进步的飞鹰
04-02
好
一文读懂全球算力产业链
进步的飞鹰
03-26
这篇文章不错,转发给大家看看
@Alitaishan L:现在最赚钱的是芯片英伟达,以后大模型公司和应用层公司也一定会赚钱,就包括现在的微软、meta、谷歌、苹果等巨头。微软meta已经跟着这一波AI趋势大涨,而苹果几乎没涨,特斯拉走势也拉胯,谷歌市盈率也才24。所以我前几天就跟大家一直推荐苹果谷歌特斯拉。 $苹果(AAPL)$ $特斯拉(TSLA)$
进步的飞鹰
03-25
基础设施推动电力需求
抱歉,原内容已删除
进步的飞鹰
03-17
这篇文章不错,转发给大家看看
抱歉,原内容已删除
进步的飞鹰
03-09
这篇文章不错,转发给大家看看
@小虎访谈:【小虎访谈】波波斯基:英伟达赚一套别墅!北大博士的1000%收益率之路如何炼成?
进步的飞鹰
03-09
选择
日本化,说到底只是损失资产,不损失收入,是介于债务通缩螺旋和再通胀的中间状态,维持这个状态需要私人部门强劲的现金流,否则就是滑入债务通缩 螺旋,资产和收入双重损失,类似美国1929-1933年. “只是损失资产,不损失收入”的日本模式,是当代人的债务通过政府甩给后代,他们不再能享受经济增长“损失资产,又损失收入”的美国模式,是当代人的债务自己承受,后代还能享受经济增长... 现在轮到某大国做选择了
选择
进步的飞鹰
03-04
新兴市场投资机会
查看详情:
新兴市场投资机会
降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户
新兴市场投资机会
进步的飞鹰
02-29
这篇文章不错,转发给大家看看
@美股解毒师:Snowflake大跌给云市场敲响警钟?
进步的飞鹰
02-28
这篇文章不错,转发给大家看看
@乌鸦智能说:微软又投了一家大模型公司!“法国版OpenAI”刚刚发布新模型,对标GPT-4
进步的飞鹰
02-26
不贵,英伟达不仅有Ai芯片业务,而且ai芯片业务比较稳定,第二是英伟达的AI推理芯片及AI训练平台业务刚刚起步,未来这两方面的业务会大放异彩!!!
进步的飞鹰
01-02
这篇文章不错,转发给大家看看
@小虎活动:【股市时光机】收益率332%,互联网码农是如何炒股的?
进步的飞鹰
2023-12-29
这篇文章不错,转发给大家看看
@小虎资管:老虎独家|居安思危,未雨绸缪—2024年全球大类资产展望
进步的飞鹰
2023-12-29
这篇文章不错,转发给大家看看
@小虎访谈:【小虎访谈】第N次大变革大分流:劲过巴菲特!60买苹果!看准龙头就出手!
进步的飞鹰
2023-12-28
这篇文章不错,转发给大家看看
3 Healthcare Technology Stocks to Improve Lives in 2024
进步的飞鹰
2023-12-27
这篇文章不错,转发给大家看看
@小斯新报道:年度表现最好/最差的10只大市值股票
进步的飞鹰
2023-12-27
这篇文章不错,转发给大家看看
@松果智能:AMD:随着人工智能市场份额的提高,看涨势头可能会增加
进步的飞鹰
2023-12-27
这篇文章不错,转发给大家看看
@33_Tiger:年度大牛股,不止有英伟达,谁翻了10倍?谁是大黑马?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","listText":"美国科技巨头<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","text":"美国科技巨头$谷歌(GOOG)$将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,$谷歌(GOOG)$将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大$太平洋(601099)$连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些$太平洋(601099)$岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” $(GOOG)$ $(GOOGL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294290477891600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294178365632824,"gmtCreate":1712843915447,"gmtModify":1712843917064,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294178365632824","repostId":"294111216746512","repostType":1,"repost":{"id":294111216746512,"gmtCreate":1712746740000,"gmtModify":1712842009324,"author":{"id":"3525994231964285","authorId":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"291亿投资拉动5万亿财富增长,大模型的泡沫来了?","htmlText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","listText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","text":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294111216746512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290913150427440,"gmtCreate":1712049606884,"gmtModify":1712049608395,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290913150427440","repostId":"2424067105","repostType":2,"repost":{"id":"2424067105","pubTimestamp":1712046988,"share":"https://www.laohu8.com/m/news/2424067105?lang=&edition=full","pubTime":"2024-04-02 16:36","market":"us","language":"zh","title":"一文读懂全球算力产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2424067105","media":"华尔街见闻","summary":"据国金证券,上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。","content":"<html><body><p>作为AI 大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。</p>\n<p>在周一发布的研报中,<a href=\"https://laohu8.com/S/600109\">国金证券</a>陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:<strong>上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。</strong></p>\n<p>国金证券认为,<strong>通用人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。</strong></p>\n<blockquote>\n<p>技术革命是以新一代生产力工具的大范围应用为核心,以主体能源为基础动力的全局性经济范式转 型。历史上共发生过三次技术革命,我们认为,本轮通用型人工智能发展浪潮有望启动第四次技术革命:</p>\n<p>以 AGI 为新一代生产力工具,以算力为主体能源。历史上历次技术革命中主体能源都会随新一代生产力工具的广 泛应用而需求高增,我们预计 AI 算力需求有望在模型规模、算法创新、<a href=\"https://laohu8.com/S/603138\">海量数据</a>、应用落地等多端推动下高增。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d09c4c36-f023-45e1-9055-5ac040fed2d2.png\"/></p>\n</blockquote>\n<h2><strong>算力需求跃迁:AI 模型训练规模增速超过摩尔定律,进入大模型时代</strong></h2>\n<p>据国金证券,AI模型训练经历了四个发展阶段:</p>\n<blockquote>\n<p>在2010年以前(前深度学习时代),AI训练计算的增长与摩尔定律一致,大约每20个月翻一倍。</p>\n<p>2010~2015年(深度学习时代),AI深度学习训练所需FLOPs相比之前发生斜率突变,每6个月翻一倍,远超摩尔定律。</p>\n<p>2016年至今(大模型时代),AI大模型训练所需FLOPs出现断点跳跃,随着能够处理更长序列和更复杂任务的Transformer等模型问世,算法的持续创新推动了对更高计算能力的需求,2022年训练大模型的算力需求达到了8×1023FLOPs。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/c2ff2ecd-fbf4-4150-82a8-4ab6e372b7d8.png\"/></p>\n</blockquote>\n<h2><strong>透视算力产业链</strong></h2>\n<p>算力产业包括上游的芯片及元器件,中游的服务器与网络设备,下游的数据中心及云服务三部分构成,在其中的各个板块,均已有国产厂商深度布局。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f077e8bf-006a-4105-ab94-5a7f2f0df12c.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d2b9cc56-7459-4217-a282-009398e05ca5.png\"/></p>\n<p><strong>上游——芯片/元器件——异构算力蓬勃发展,国产替代空间广阔。</strong></p>\n<p>随着业界对算力需求的不断提高,越来越多的计算平台开始引入CPU、GPU、ASIC、FPGA等多种不同计算单元来进行加速计算。</p>\n<p>根据Yole数据,2022年全球CPU市场规模为650亿美元,预计2028年增长到970亿美元,年复合增长率为7%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4548a8f2-496d-468a-9dee-6aeb575d81c5.png\"/></p>\n<p>MPU(通用微处理器)是CPU的一个关键下游应用领域,主要面向服务器、桌面(台式机/笔记本)、超级计算机等市场。</p>\n<p>2020年我国MPU市场规模达到2336亿元,约占全球39.7%。假设我国占全球市场比重保持不变,2023年我国MPU市场规模有望达3382亿元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8db0b0be-4d5e-4334-8632-d561fdca4408.png\"/></p>\n<p>竞争方面,Intel约占全球MPU市场半壁江山,Intel与AMD独占x86全球市场据CounterpointAnalysis,2022年,Intel约占全球服务器CPU市场份额70.8%,AMD约占全球服务器CPU市场份额19.8%,二者合计约占90.6%;2021年,二者合计约占92.5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/6491e9a2-4d36-45ca-89d0-f030e1057002.png\"/></p>\n<p>如今,中国厂商,如紫光展锐与华为海思已逐步走进国际视野,在21年ICInsight竞争格局中分别位列第八、九位,国金预计未来其份额有待进一步提升。</p>\n<p>相较于侧重低延迟计算的CPU,GPU更侧重并行计算,可用很多简单的计算单元去完成大量的计算任务,</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8d4bf111-5081-40d0-847a-10566ed6006e.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/cc5733ba-ccf1-45f5-aec1-4b205e3bd9e2.png\"/></p>\n<p>在当下最火的GPU市场,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CUDA大幅降低GPU并行计算的编程难度,实现GPU的通用化。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ebff6723-c37f-4525-b3c8-350f91f00952.png\"/></p>\n<p>2022年全球GPU市场规模达422亿美元,英伟达占全球GPU市场份额近90%,AMD与Intel约占10%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/c1d08b2b-1420-4b27-b8de-c65b0f18ba6e.png\"/></p>\n<p>据PrecedenceResearch,2022年,全球GPU市场规模未来10年CAGR有望保持30%以上,<strong>2032年全球GPU市场规模有望达到7731亿美元。</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/43955d21-ced8-440e-b30d-69266bcecd6a.png\"/></p>\n<p>随着算力从通用走向定制,ASIC专用设计芯片市场正在逐步壮大。</p>\n<p>据MarketMonitor,2022年,全球ASIC市场规模在千亿体量,我国市场规模约在335亿元,约占全球市场的33.4%。预计2028年全球市场有望达1,677亿元,22~28年CAGR或达8.9%。</p>\n<p>不同于CPU、GPU、FPGA,目前全球ASIC市场并未形成明显的头部厂商。由于ASIC开发周期长,仅有大厂有资金与实力进行研发。同时,ASIC是全定制芯片,在某些特定场景下运行效率最高,故某些场景下游市场空间足够大时,量产ASIC芯片可以实现丰厚的利润。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/eb392189-0ae9-49d5-8d70-874b4a6f6b41.png\"/></p>\n<p>另外,FPGA(现场可编程芯片)也在崛起。</p>\n<p>无论是CPU、GPU、DSP、Memory还是各类ASIC芯片,在芯片被制造完成之后,其芯片的功能就已被固定,用户无法对其硬件功能进行任何修改,而FPGA芯片在制造完成后,其功能并未固定,用户可以根据自己的实际需要,将空白的FPGA芯片转化为具有特定功能的集成电路芯片。</p>\n<p>据Frost&Sullivan,2023年全球FPGA市场规模有望达94亿美元,18~23年CAGR有望达11.7%;同年,我国FPGA市场规模有望达250亿元,约占全球市场规模的37.9%,18~23年CAGR有望达16.7%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/15da3eb3-4e1a-4b49-bd19-5e8be1438c26.png\"/></p>\n<p><strong>中游——服务器/网络设备——国内服务器厂商领军全球,光模块市场份额迅速提升。</strong></p>\n<p>服务器在网络中为其它客户机提供计算或应用服务。2022年全球服务器市场高达千亿美元,我国约占全球市场四分之一,国产厂商<a href=\"https://laohu8.com/S/000977\">浪潮信息</a>在2023年Q3全球服务器市场份额排名第二,仅次于戴尔。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3ab7fcf5-b6f7-496a-96cc-9668f678be1e.png\"/></p>\n<p>光模块的功能是实现光电转换,是光通信系统的核心器件。2022年光模块全球前10名中国占据6家,<a href=\"https://laohu8.com/S/300308\">中际旭创</a>与Coherent市占率并列全球第一。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/e35d6759-7d65-4da9-97fa-4fa2cd19efaa.png\"/></p>\n<p>交换机为接入它的任意两个网络节点提供独享的电信号通路。据IDC,2022年全球交换机行业市场规模达到437亿美元,同比增长17.0%,且预计未来5年的增速稳定在4%左右,预计2027年规模将达到535亿美元。</p>\n<p>据IDC,2022年中国交换机市场约为72亿美元,同比增长9.4%。预计2023年将进一步增长至78亿美元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f2b6ef57-7e01-45cf-8f10-6507d12be0a9.png\"/></p>\n<p>存储器是用来存储程序和各种数据信息的记忆部件,NAND和DRAM市场是主要细分市场。</p>\n<p><strong>全球存储市场基本被国外厂商垄断</strong>,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>据NAND、DRAM市场份额首位,不过随着AIServer、AIPC、AIMobile持续放量,国内存储市场有望迎来新发展机遇。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/fb54be02-f706-4eaa-ac34-5134871ef8b7.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/34cf2eb9-a015-44f9-bf8b-95ca3ac93909.png\"/></p>\n<p><strong>下游——数据中心/云服务——东数西算铸基,算力租赁牵引。</strong></p>\n<p>国金证券指出,受新基建、数字化转型及数字中国远景目标等国家政策促进及企业降本增效需求的驱动,我国数据中心市场规模持续高速增长。</p>\n<p>2021年,我国数据中心市场规模达到1500亿元,近五年CAGR达到29.96%。随着我国各地区、各行业数字化转型的深入推进,我国数据中心市场规模将保持持续增长态势,预计2023年市场规模将达到2470亿元。</p>\n<p>从全球市场来看,全球数据中心产业规模在2022年达到1308亿美元,2019——2022年CAGR约20%。</p>\n<p>竞争方面,美国第三方数据中心Equinix公司是全球数据中心的龙头,2022年Q2该公司全球市场份额占比达13%。</p>\n<p>国内市场,2020年我国数据中心市场格局以运营商数据中心为主,凭借其网络带宽和机房资源优势,三大电信运营商市场份额占比超50%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/a86e46f2-6038-485e-87eb-57915cac6f2c.png\"/></p>\n<p>云计算服务,是一种按使用量付费的模式,这种模式提供可用的、便捷的、按需的网络访问,进入可配置的计算资源共享池,获取括网络,服务器等服务。</p>\n<p>据中国信通院,2021年全球云计算市场规模达到3305亿美元,同比增长32.44%。初步统计2022年全球云计算市场规模4053亿美元,增幅22.6%。中国云计算产业正处蓬勃发展阶段。据智研咨询,2021年中国云计算市场规模达3410亿元,增速53.1%。初步统计2022年中国云计算市场规模达到4552.4亿元,增长33.5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1ad19ec9-6887-497b-a34c-a4042bd3a147.png\"/></p>\n<p>据Gartner,全球云计算市场竞争格局为一超多强,2022年AWS在全球云基础设施服务市场份额为40%,保持行业第一位置,Azure、阿里云、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云分别占据第二至四位,分别占比21.5%、7.7%、7.5%。</p>\n<p>据Canalys,2022年国内前四大云计算厂商分别为阿里云、华为云、腾讯云和<a href=\"https://laohu8.com/S/BIDU\">百度</a>智能云,占云服务客户支出总额的79%。</p>\n<p><span>本文主要观点来自国金证券,原文作者:陈矣骄S1130523020001、孟灿S1130522050001,原文标题:《算力深度报告一:算力研究框架——产业链全梳理》</span></p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.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一文读懂全球算力产业链\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-02 16:36 北京时间 <a href=https://wallstreetcn.com/articles/3711874><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为AI 大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。\n在周一发布的研报中,国金证券陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。\n国金证券认为,通用人工智能技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。\n\n技术革命是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3711874\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/e1db7f2f-9626-457a-8652-5f5abd5411e7.jpeg","relate_stocks":{"LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","ON":"安森美半导体","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4579":"人工智能","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","LU1548497426.USD":"安联环球人工智能AT Acc","BK4588":"碎股","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4515":"5G概念","BK4512":"苹果概念","LU1803068979.SGD":"FTIF - Franklin 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大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。\n在周一发布的研报中,国金证券陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。\n国金证券认为,通用人工智能技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。\n\n技术革命是以新一代生产力工具的大范围应用为核心,以主体能源为基础动力的全局性经济范式转 型。历史上共发生过三次技术革命,我们认为,本轮通用型人工智能发展浪潮有望启动第四次技术革命:\n以 AGI 为新一代生产力工具,以算力为主体能源。历史上历次技术革命中主体能源都会随新一代生产力工具的广 泛应用而需求高增,我们预计 AI 算力需求有望在模型规模、算法创新、海量数据、应用落地等多端推动下高增。\n\n\n算力需求跃迁:AI 模型训练规模增速超过摩尔定律,进入大模型时代\n据国金证券,AI模型训练经历了四个发展阶段:\n\n在2010年以前(前深度学习时代),AI训练计算的增长与摩尔定律一致,大约每20个月翻一倍。\n2010~2015年(深度学习时代),AI深度学习训练所需FLOPs相比之前发生斜率突变,每6个月翻一倍,远超摩尔定律。\n2016年至今(大模型时代),AI大模型训练所需FLOPs出现断点跳跃,随着能够处理更长序列和更复杂任务的Transformer等模型问世,算法的持续创新推动了对更高计算能力的需求,2022年训练大模型的算力需求达到了8×1023FLOPs。\n\n\n透视算力产业链\n算力产业包括上游的芯片及元器件,中游的服务器与网络设备,下游的数据中心及云服务三部分构成,在其中的各个板块,均已有国产厂商深度布局。\n\n\n上游——芯片/元器件——异构算力蓬勃发展,国产替代空间广阔。\n随着业界对算力需求的不断提高,越来越多的计算平台开始引入CPU、GPU、ASIC、FPGA等多种不同计算单元来进行加速计算。\n根据Yole数据,2022年全球CPU市场规模为650亿美元,预计2028年增长到970亿美元,年复合增长率为7%。\n\nMPU(通用微处理器)是CPU的一个关键下游应用领域,主要面向服务器、桌面(台式机/笔记本)、超级计算机等市场。\n2020年我国MPU市场规模达到2336亿元,约占全球39.7%。假设我国占全球市场比重保持不变,2023年我国MPU市场规模有望达3382亿元。\n\n竞争方面,Intel约占全球MPU市场半壁江山,Intel与AMD独占x86全球市场据CounterpointAnalysis,2022年,Intel约占全球服务器CPU市场份额70.8%,AMD约占全球服务器CPU市场份额19.8%,二者合计约占90.6%;2021年,二者合计约占92.5%。\n\n如今,中国厂商,如紫光展锐与华为海思已逐步走进国际视野,在21年ICInsight竞争格局中分别位列第八、九位,国金预计未来其份额有待进一步提升。\n相较于侧重低延迟计算的CPU,GPU更侧重并行计算,可用很多简单的计算单元去完成大量的计算任务,\n\n\n在当下最火的GPU市场,英伟达CUDA大幅降低GPU并行计算的编程难度,实现GPU的通用化。\n\n2022年全球GPU市场规模达422亿美元,英伟达占全球GPU市场份额近90%,AMD与Intel约占10%。\n\n据PrecedenceResearch,2022年,全球GPU市场规模未来10年CAGR有望保持30%以上,2032年全球GPU市场规模有望达到7731亿美元。\n\n随着算力从通用走向定制,ASIC专用设计芯片市场正在逐步壮大。\n据MarketMonitor,2022年,全球ASIC市场规模在千亿体量,我国市场规模约在335亿元,约占全球市场的33.4%。预计2028年全球市场有望达1,677亿元,22~28年CAGR或达8.9%。\n不同于CPU、GPU、FPGA,目前全球ASIC市场并未形成明显的头部厂商。由于ASIC开发周期长,仅有大厂有资金与实力进行研发。同时,ASIC是全定制芯片,在某些特定场景下运行效率最高,故某些场景下游市场空间足够大时,量产ASIC芯片可以实现丰厚的利润。\n\n另外,FPGA(现场可编程芯片)也在崛起。\n无论是CPU、GPU、DSP、Memory还是各类ASIC芯片,在芯片被制造完成之后,其芯片的功能就已被固定,用户无法对其硬件功能进行任何修改,而FPGA芯片在制造完成后,其功能并未固定,用户可以根据自己的实际需要,将空白的FPGA芯片转化为具有特定功能的集成电路芯片。\n据Frost&Sullivan,2023年全球FPGA市场规模有望达94亿美元,18~23年CAGR有望达11.7%;同年,我国FPGA市场规模有望达250亿元,约占全球市场规模的37.9%,18~23年CAGR有望达16.7%。\n\n中游——服务器/网络设备——国内服务器厂商领军全球,光模块市场份额迅速提升。\n服务器在网络中为其它客户机提供计算或应用服务。2022年全球服务器市场高达千亿美元,我国约占全球市场四分之一,国产厂商浪潮信息在2023年Q3全球服务器市场份额排名第二,仅次于戴尔。\n\n光模块的功能是实现光电转换,是光通信系统的核心器件。2022年光模块全球前10名中国占据6家,中际旭创与Coherent市占率并列全球第一。\n\n交换机为接入它的任意两个网络节点提供独享的电信号通路。据IDC,2022年全球交换机行业市场规模达到437亿美元,同比增长17.0%,且预计未来5年的增速稳定在4%左右,预计2027年规模将达到535亿美元。\n据IDC,2022年中国交换机市场约为72亿美元,同比增长9.4%。预计2023年将进一步增长至78亿美元。\n\n存储器是用来存储程序和各种数据信息的记忆部件,NAND和DRAM市场是主要细分市场。\n全球存储市场基本被国外厂商垄断,三星据NAND、DRAM市场份额首位,不过随着AIServer、AIPC、AIMobile持续放量,国内存储市场有望迎来新发展机遇。\n\n\n下游——数据中心/云服务——东数西算铸基,算力租赁牵引。\n国金证券指出,受新基建、数字化转型及数字中国远景目标等国家政策促进及企业降本增效需求的驱动,我国数据中心市场规模持续高速增长。\n2021年,我国数据中心市场规模达到1500亿元,近五年CAGR达到29.96%。随着我国各地区、各行业数字化转型的深入推进,我国数据中心市场规模将保持持续增长态势,预计2023年市场规模将达到2470亿元。\n从全球市场来看,全球数据中心产业规模在2022年达到1308亿美元,2019——2022年CAGR约20%。\n竞争方面,美国第三方数据中心Equinix公司是全球数据中心的龙头,2022年Q2该公司全球市场份额占比达13%。\n国内市场,2020年我国数据中心市场格局以运营商数据中心为主,凭借其网络带宽和机房资源优势,三大电信运营商市场份额占比超50%。\n\n云计算服务,是一种按使用量付费的模式,这种模式提供可用的、便捷的、按需的网络访问,进入可配置的计算资源共享池,获取括网络,服务器等服务。\n据中国信通院,2021年全球云计算市场规模达到3305亿美元,同比增长32.44%。初步统计2022年全球云计算市场规模4053亿美元,增幅22.6%。中国云计算产业正处蓬勃发展阶段。据智研咨询,2021年中国云计算市场规模达3410亿元,增速53.1%。初步统计2022年中国云计算市场规模达到4552.4亿元,增长33.5%。\n\n据Gartner,全球云计算市场竞争格局为一超多强,2022年AWS在全球云基础设施服务市场份额为40%,保持行业第一位置,Azure、阿里云、谷歌云分别占据第二至四位,分别占比21.5%、7.7%、7.5%。\n据Canalys,2022年国内前四大云计算厂商分别为阿里云、华为云、腾讯云和百度智能云,占云服务客户支出总额的79%。\n本文主要观点来自国金证券,原文作者:陈矣骄S1130523020001、孟灿S1130522050001,原文标题:《算力深度报告一:算力研究框架——产业链全梳理》风险提示及免责条款\n\n 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$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286071189868776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288166122119288,"gmtCreate":1711378742994,"gmtModify":1711378744688,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"基础设施推动电力需求","listText":"基础设施推动电力需求","text":"基础设施推动电力需求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288166122119288","repostId":"2420222805","repostType":2,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285428652851200,"gmtCreate":1710690563249,"gmtModify":1710690568382,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285428652851200","repostId":"2374454025","repostType":2,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282306085019864,"gmtCreate":1709950769446,"gmtModify":1709950770823,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282306085019864","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1709898381190,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【小虎访谈】波波斯基:英伟达赚一套别墅!北大博士的1000%收益率之路如何炼成?","htmlText":"<a 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280672539971744","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":279329006268504,"gmtCreate":1709216974776,"gmtModify":1709216976159,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279329006268504","repostId":"279125516693576","repostType":1,"repost":{"id":279125516693576,"gmtCreate":1709176854650,"gmtModify":1709177367826,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Snowflake大跌给云市场敲响警钟?","htmlText":"<a 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盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","text":"$Snowflake(SNOW)$ 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 $亚马逊(AMZN)$ $谷歌A(GOOGL)$ 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","images":[{"img":"https://static.tigerbbs.com/a9a23600882b33b58e4d4a27196693bd","width":"630","height":"529"},{"img":"https://static.tigerbbs.com/1f19c7997452113c69ac3cb4856832a3","width":"1267","height":"543"},{"img":"https://static.tigerbbs.com/8ffa6885c90571aa0684660bcd13e738","width":"1335","height":"649"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279125516693576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278909157765384,"gmtCreate":1709102851065,"gmtModify":1709102852426,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278909157765384","repostId":"278895394566408","repostType":1,"repost":{"id":278895394566408,"gmtCreate":1709099490909,"gmtModify":1709101049803,"author":{"id":"4171778424358360","authorId":"4171778424358360","name":"乌鸦智能说","avatar":"https://static.tigerbbs.com/b836f6322b922dfad00c1cd88fef2a5f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"微软又投了一家大模型公司!“法国版OpenAI”刚刚发布新模型,对标GPT-4","htmlText":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","listText":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","text":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","images":[{"img":"https://static.tigerbbs.com/e924f484e40abaf6f8f6931a93bad1c4","width":"1053","height":"495"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278895394566408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278240240324872,"gmtCreate":1708955896868,"gmtModify":1708955898993,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"不贵,英伟达不仅有Ai芯片业务,而且ai芯片业务比较稳定,第二是英伟达的AI推理芯片及AI训练平台业务刚刚起步,未来这两方面的业务会大放异彩!!!","listText":"不贵,英伟达不仅有Ai芯片业务,而且ai芯片业务比较稳定,第二是英伟达的AI推理芯片及AI训练平台业务刚刚起步,未来这两方面的业务会大放异彩!!!","text":"不贵,英伟达不仅有Ai芯片业务,而且ai芯片业务比较稳定,第二是英伟达的AI推理芯片及AI训练平台业务刚刚起步,未来这两方面的业务会大放异彩!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278240240324872","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258748556931264,"gmtCreate":1704201090556,"gmtModify":1704201091712,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258748556931264","repostId":"258751425286184","repostType":1,"repost":{"id":258751425286184,"gmtCreate":1704195457853,"gmtModify":1704195489782,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【股市时光机】收益率332%,互联网码农是如何炒股的?","htmlText":"转瞬间,2023年已成为回忆,过去一年你的投资成绩单如何?你对哪个股票情有独钟。假如时光倒流,你在2023年哪些投资决策会改变?相信每一个小虎都有属于自己的2023独家记忆。上周我们发起了复盘活动,有不少虎友带来精彩分享,让我们一起看看他们的故事。<a href=\"https://laohu8.com/TW/257566253383752\" target=\"_blank\">2023年终总结:收益率332%</a><a href=\"https://laohu8.com/U/3578107342978108\">@股市码农</a>今年收益率332%主要来自于 COIN TLT 和 PDD.22年早期<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 还在200多价格时,买入了230的put,随后coinbase随着比特币大跌,一路加仓买入摊平成本,直到今年上半年很多其它持仓都换成了coinbase。对于拼多多,我和很多人一样,从看不起、看不懂、到加入。债券ETF基本的逻辑就是加息时下跌,降息时上涨。<a href=\"https://laohu8.com/TW/257323595206832\" target=\"_blank\">2023年回顾❤️经历牛熊,谈我两年的投资心路</a> <a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>回顾2020年1月,随着熊市开启,美股崩盘,我跟风买了很多股票,结果越买心越寒。犯下了诸多错误决策,购入了大量投机垃圾股,几乎把投资资金输个干净😮💨。但很庆幸,2023年牛市开启了,这次惨痛的损失让我深有体会。我学到了买入优秀管理的公司的重要性,坚决避免购入管理有瑕疵的公司,此外,投资股票需要","listText":"转瞬间,2023年已成为回忆,过去一年你的投资成绩单如何?你对哪个股票情有独钟。假如时光倒流,你在2023年哪些投资决策会改变?相信每一个小虎都有属于自己的2023独家记忆。上周我们发起了复盘活动,有不少虎友带来精彩分享,让我们一起看看他们的故事。<a href=\"https://laohu8.com/TW/257566253383752\" target=\"_blank\">2023年终总结:收益率332%</a><a href=\"https://laohu8.com/U/3578107342978108\">@股市码农</a>今年收益率332%主要来自于 COIN TLT 和 PDD.22年早期<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 还在200多价格时,买入了230的put,随后coinbase随着比特币大跌,一路加仓买入摊平成本,直到今年上半年很多其它持仓都换成了coinbase。对于拼多多,我和很多人一样,从看不起、看不懂、到加入。债券ETF基本的逻辑就是加息时下跌,降息时上涨。<a href=\"https://laohu8.com/TW/257323595206832\" target=\"_blank\">2023年回顾❤️经历牛熊,谈我两年的投资心路</a> <a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>回顾2020年1月,随着熊市开启,美股崩盘,我跟风买了很多股票,结果越买心越寒。犯下了诸多错误决策,购入了大量投机垃圾股,几乎把投资资金输个干净😮💨。但很庆幸,2023年牛市开启了,这次惨痛的损失让我深有体会。我学到了买入优秀管理的公司的重要性,坚决避免购入管理有瑕疵的公司,此外,投资股票需要","text":"转瞬间,2023年已成为回忆,过去一年你的投资成绩单如何?你对哪个股票情有独钟。假如时光倒流,你在2023年哪些投资决策会改变?相信每一个小虎都有属于自己的2023独家记忆。上周我们发起了复盘活动,有不少虎友带来精彩分享,让我们一起看看他们的故事。2023年终总结:收益率332%@股市码农今年收益率332%主要来自于 COIN TLT 和 PDD.22年早期$Coinbase Global, Inc.(COIN)$ 还在200多价格时,买入了230的put,随后coinbase随着比特币大跌,一路加仓买入摊平成本,直到今年上半年很多其它持仓都换成了coinbase。对于拼多多,我和很多人一样,从看不起、看不懂、到加入。债券ETF基本的逻辑就是加息时下跌,降息时上涨。2023年回顾❤️经历牛熊,谈我两年的投资心路 @Fenger1188回顾2020年1月,随着熊市开启,美股崩盘,我跟风买了很多股票,结果越买心越寒。犯下了诸多错误决策,购入了大量投机垃圾股,几乎把投资资金输个干净😮💨。但很庆幸,2023年牛市开启了,这次惨痛的损失让我深有体会。我学到了买入优秀管理的公司的重要性,坚决避免购入管理有瑕疵的公司,此外,投资股票需要","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258751425286184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257352138485784,"gmtCreate":1703863670011,"gmtModify":1703863671570,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257352138485784","repostId":"257242692469008","repostType":1,"repost":{"id":257242692469008,"gmtCreate":1703836938932,"gmtModify":1703918402043,"author":{"id":"4125646752954172","authorId":"4125646752954172","name":"小虎资管","avatar":"https://static.tigerbbs.com/d8da3f07459c2d29a0886a158ed1bedf","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"老虎独家|居安思危,未雨绸缪—2024年全球大类资产展望","htmlText":"一、2023年资产表现回顾 峰回路转,山川月明。昨日摘下口罩拥抱世界,今日纷争四起扑朔迷离。战争或和平,通胀或加息,投资或躺平,亦假亦真,又是一年: 2023年,全球政治动荡不安,欧亚的纷争还未停歇,中东的战火再次燃起; 2023年,全球经济趋于稳定,高企的通胀终见回落,持续的加息初现转机; 2023年,全球科技一触即发,ChatGPT引爆AI浪潮,SpaceX激发人类幻想; 2023年,全球资产悲喜交集,西方的巨头势如破竹,东方的新秀黯然失色; 回顾2023年的全球资本市场,几人欢喜几人愁。这一年,纳斯达克大象起舞,尽显春风得意;这一年,恒生指数高开低走,抱憾一枕黄粱;这一年,全球黄金披风斩棘,一路高歌猛进;这一年,东方地产江河日下,无奈一泻千里...独坐思往昔,去年12月,我们也曾在<a href=\"https://www.laohu8.com/post/621673291\" target=\"_blank\">老虎独家|大浪淘沙始见金--2023年全球大类资产展望</a>中,着重提示了今年黄金的投资价值。 展望2024年,山重水复疑无路,柳暗花明又一村。美国经济是否能平稳着陆?美联储是否能如期降息?科技巨头们是否还能一往无前?港股中概是否又能终见曙光?拨云见日时,静待暖回春,2024我们一起蓄势待发! 1. 各大类资产表现 我们统计了全球53个国家和地区的股票、债券、大宗商品、房地产、货币和另类投资,共六大类287小类资产标的。为了方便投资者观察和比较不同国家和地区的资产回报,所有的收益回报数据均以美元计价。 截至2023年12月12日,这些资产标的在2023年的平均收益为3.93%,其中,有174个资产在今年获得了正收益,占比超60%。而且,大部分资产的涨跌走势都与2022年发生了两级反转,走出了均值回归的行情。具体如下: 来源:彭博、老虎国际 2. 进击的“巨人","listText":"一、2023年资产表现回顾 峰回路转,山川月明。昨日摘下口罩拥抱世界,今日纷争四起扑朔迷离。战争或和平,通胀或加息,投资或躺平,亦假亦真,又是一年: 2023年,全球政治动荡不安,欧亚的纷争还未停歇,中东的战火再次燃起; 2023年,全球经济趋于稳定,高企的通胀终见回落,持续的加息初现转机; 2023年,全球科技一触即发,ChatGPT引爆AI浪潮,SpaceX激发人类幻想; 2023年,全球资产悲喜交集,西方的巨头势如破竹,东方的新秀黯然失色; 回顾2023年的全球资本市场,几人欢喜几人愁。这一年,纳斯达克大象起舞,尽显春风得意;这一年,恒生指数高开低走,抱憾一枕黄粱;这一年,全球黄金披风斩棘,一路高歌猛进;这一年,东方地产江河日下,无奈一泻千里...独坐思往昔,去年12月,我们也曾在<a href=\"https://www.laohu8.com/post/621673291\" target=\"_blank\">老虎独家|大浪淘沙始见金--2023年全球大类资产展望</a>中,着重提示了今年黄金的投资价值。 展望2024年,山重水复疑无路,柳暗花明又一村。美国经济是否能平稳着陆?美联储是否能如期降息?科技巨头们是否还能一往无前?港股中概是否又能终见曙光?拨云见日时,静待暖回春,2024我们一起蓄势待发! 1. 各大类资产表现 我们统计了全球53个国家和地区的股票、债券、大宗商品、房地产、货币和另类投资,共六大类287小类资产标的。为了方便投资者观察和比较不同国家和地区的资产回报,所有的收益回报数据均以美元计价。 截至2023年12月12日,这些资产标的在2023年的平均收益为3.93%,其中,有174个资产在今年获得了正收益,占比超60%。而且,大部分资产的涨跌走势都与2022年发生了两级反转,走出了均值回归的行情。具体如下: 来源:彭博、老虎国际 2. 进击的“巨人","text":"一、2023年资产表现回顾 峰回路转,山川月明。昨日摘下口罩拥抱世界,今日纷争四起扑朔迷离。战争或和平,通胀或加息,投资或躺平,亦假亦真,又是一年: 2023年,全球政治动荡不安,欧亚的纷争还未停歇,中东的战火再次燃起; 2023年,全球经济趋于稳定,高企的通胀终见回落,持续的加息初现转机; 2023年,全球科技一触即发,ChatGPT引爆AI浪潮,SpaceX激发人类幻想; 2023年,全球资产悲喜交集,西方的巨头势如破竹,东方的新秀黯然失色; 回顾2023年的全球资本市场,几人欢喜几人愁。这一年,纳斯达克大象起舞,尽显春风得意;这一年,恒生指数高开低走,抱憾一枕黄粱;这一年,全球黄金披风斩棘,一路高歌猛进;这一年,东方地产江河日下,无奈一泻千里...独坐思往昔,去年12月,我们也曾在老虎独家|大浪淘沙始见金--2023年全球大类资产展望中,着重提示了今年黄金的投资价值。 展望2024年,山重水复疑无路,柳暗花明又一村。美国经济是否能平稳着陆?美联储是否能如期降息?科技巨头们是否还能一往无前?港股中概是否又能终见曙光?拨云见日时,静待暖回春,2024我们一起蓄势待发! 1. 各大类资产表现 我们统计了全球53个国家和地区的股票、债券、大宗商品、房地产、货币和另类投资,共六大类287小类资产标的。为了方便投资者观察和比较不同国家和地区的资产回报,所有的收益回报数据均以美元计价。 截至2023年12月12日,这些资产标的在2023年的平均收益为3.93%,其中,有174个资产在今年获得了正收益,占比超60%。而且,大部分资产的涨跌走势都与2022年发生了两级反转,走出了均值回归的行情。具体如下: 来源:彭博、老虎国际 2. 进击的“巨人","images":[{"img":"https://static.tigerbbs.com/0e1f7be0258a0e202361fe85aa4b5c51","width":"1657","height":"931"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257242692469008","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3032,"gmtBegin":1703836938912,"gmtEnd":1704448855229,"type":1,"upper":3,"title":"虎友们明年想怎么买?","choices":[{"id":11019,"sort":1,"name":"冲纳指,AI改变世界","userSize":47,"voted":false},{"id":11020,"sort":2,"name":"买小盘,必须后来居上","userSize":18,"voted":false},{"id":11021,"sort":3,"name":"降息来得早,国债涨的好","userSize":14,"voted":false},{"id":11022,"sort":4,"name":"港股中概,我等了三年,失去的要全部拿回来","userSize":26,"voted":false},{"id":11023,"sort":5,"name":"买黄金,保平安","userSize":13,"voted":false},{"id":11024,"sort":6,"name":"全都不看好!我只想躺平在钱袋子!","userSize":19,"voted":false}]},"comments":[],"imageCount":53,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257119535632552,"gmtCreate":1703806818395,"gmtModify":1703806819796,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257119535632552","repostId":"256586284720128","repostType":1,"repost":{"id":256586284720128,"gmtCreate":1703671815415,"gmtModify":1703674291741,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【小虎访谈】第N次大变革大分流:劲过巴菲特!60买苹果!看准龙头就出手!","htmlText":"各位虎友们好,本周与我们分享的用户是 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,100买入 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> [666][看涨]!也是最早在网上发表有关 <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 文章的人。他认为龙头寡头增长更快,小企业的概率期望值算下来,变成仙股的概率很高。近期,他的持仓增加了 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和 <a href=\"https://laohu8.com/S/HESAY\">$Hermes International SA(HESAY)$</a> ,他认为MSFT的护城河正在加强,而Hermes的逻辑和茅台很像,心理价位没有上限[财迷]。来吧虎友们,让我们一起看看他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我是85后,职业工程师,技术从业者,我的老虎用户名昵称源自彭慕兰教授的一本书《大分流》。自认为的个人闪光点是热爱知识有内涵爱思考。所在地新加坡,本科是武汉大学毕业,研究生是新加坡国立大学毕业,专业是化学到化工,然后从事流程工业领域的自动化和数据分析。爱好就是看书/看资讯/看各种研究报告财报/看论文/分析各种数据/分析各类事件现象推测趋势/分析","text":"各位虎友们好,本周与我们分享的用户是 @第N次大变革大分流 。作为长期投资者的他,热衷思考股票的底层逻辑,他曾在60左右的价格买入 $苹果(AAPL)$ ,65买入 $特斯拉(TSLA)$ ,100买入 $英伟达(NVDA)$ [666][看涨]!也是最早在网上发表有关 $阿斯麦(ASML)$ 文章的人。他认为龙头寡头增长更快,小企业的概率期望值算下来,变成仙股的概率很高。近期,他的持仓增加了 $微软(MSFT)$ 和 $Hermes International SA(HESAY)$ ,他认为MSFT的护城河正在加强,而Hermes的逻辑和茅台很像,心理价位没有上限[财迷]。来吧虎友们,让我们一起看看他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我是85后,职业工程师,技术从业者,我的老虎用户名昵称源自彭慕兰教授的一本书《大分流》。自认为的个人闪光点是热爱知识有内涵爱思考。所在地新加坡,本科是武汉大学毕业,研究生是新加坡国立大学毕业,专业是化学到化工,然后从事流程工业领域的自动化和数据分析。爱好就是看书/看资讯/看各种研究报告财报/看论文/分析各种数据/分析各类事件现象推测趋势/分析","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/19464b3baa39814d7b79f1284c3e7494","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/6406f4ec0623d154a7a5b4ea574b21df","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256586284720128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256994973258032,"gmtCreate":1703776526142,"gmtModify":1703776527605,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256994973258032","repostId":"2394525796","repostType":2,"repost":{"id":"2394525796","pubTimestamp":1703500200,"share":"https://www.laohu8.com/m/news/2394525796?lang=&edition=full","pubTime":"2023-12-25 18:30","market":"us","language":"en","title":"3 Healthcare Technology Stocks to Improve Lives in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2394525796","media":"InvestorPlace","summary":"Healthcare technology is one of 2024's top investment trends, and investors looking for long-term upside should check out these top stocks.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li>Healthcare innovation stands as one of 2024’s top investment trends.</li>\n<li><strong>Crispr Therapeutics </strong>(<strong><span><strong><u>CRSP</u></strong></span></strong>): Approved gene editing therapies mean big things for this biotech stock.</li>\n<li><strong>Teladoc Health </strong>(<strong><span><strong><u>TDOC</u></strong></span></strong>): Remote medicine trends are still accelerating post-pandemic.</li>\n<li><strong>Intuitive Surgical</strong> (<strong><span><strong><u>ISRG</u></strong></span></strong>): This robotics stock is a stable giant for a well-rounded HealthTech portfolio.</li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-768x432.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-1536x864.jpg 1536w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2022/07/healthcare-1600.jpg 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: metamorworks / Shutterstock</p>\n</figcaption>\n</figure>\n<div>\n<p>If you had to bet on two “big picture” sectors to invest in for the long haul, you can’t go wrong with technology or healthcare. Both are omnipresent and, in their own ways, on the cutting edge of global innovation that cement their longevity as investable opportunities. But combine the two into healthcare technology stocks, and you’re looking at massive upside potential.</p>\n<p>Of course, snagging industry-wide trends is best done through ETF investing. For HealthTech exposure, it’s hard to beat a well-rounded healthcare ETF like the <strong><a href=\"https://laohu8.com/S/IXJ.AU\">iShares Global Healthcare ETF</a></strong> (NYSEARCA:<span><strong><u>IXJ</u></strong></span>) combined with a speculative biotech ETF like the <strong><a href=\"https://laohu8.com/S/EEMA\">iShares</a> Genomics, Immunology, and Healthcare ETF</strong> (NYSEARCA:<span><strong><u>IDNA</u></strong></span><span>). But playing stock jockey is more fun,</span> and, in both cases, high expense fees eat into your overall gains.</p>\n<p>If you want to snag the best-in-class healthcare technology stocks for 2024 rather than playing it safe with wide-ranging HealthTech ETFs, it’s hard to beat these three top stocks.</p>\n<h2>Crispr Therapeutics (CRSP)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-1536x864.jpg 1536w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2021/11/crispr-theraputics-crsp-stock-1600.jpg 1600w\" width=\"300\"/><div>Source: rafapress / Shutterstock.com</div></div>\n<p><strong>Crispr Therapeutics</strong> (NASDAQ:<span><strong><u>CRSP</u></strong></span>) made waves earlier this month as its sickle cell treatment, Casgevy, became the first gene-editing therapy approved by the FDA. The implications, of course, are staggering. FDA approval for an ailment as serious as sickle cell opens the floodgates for long-term gene editing and CRISPR tech treatments, ranging from complex chronic diseases to routine wound repair. But, though the implications are staggering, CRSP shares dropped nearly 15% since the announcement.</p>\n<p>Investors’ lack of enthusiasm is primarily due to Casgevy’s short-term operational and financial implications rather than what the approval stands for conceptually. Casgevy’s price tag, more than $2 million, is steep. At the same time, the total US addressable market stands at just 100,000 afflicted with sickle cell. Though the treatment will be life-changing to those receiving it, the high cost and limited marketability mean drug sales won’t come close to matching the high R&D costs it took to get Crispr to this point.</p>\n<p>But if you’re investing for the long haul, finding tomorrow’s revolutionary healthcare technology stocks is as simple as loading up on CRSP. The company’s tech is now proven safe enough for wide distribution and stands as a watershed moment in the industry.</p>\n<h2>Teladoc Health (TDOC)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-1536x864.jpg 1536w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2021/03/tdoc-stock-2.jpg 1600w\" width=\"300\"/><div>Source: Postmodern Studio / Shutterstock.com</div></div>\n<p><strong>Teladoc Health</strong> (NYSE:<span><strong><u>TDOC</u></strong></span>) was a victim of mid-pandemic exuberance as it, like other stocks tailor-made for the era such as <strong>Peloton</strong> (NASDAQ:<span><strong><u>PTON</u></strong></span>) and <strong><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</strong> (NASDAQ:<span><strong><u>ZM</u></strong></span>), skyrocketed before falling back to earth at a fraction of past highs. TDOC, in particular, trades more than 90% below past highs. But that fall from grace isn’t an indictment of Teladoc’s model or viability. And, while it may not reach past highs anytime soon, investing in Teladoc today is a way to capture an expanding segment of healthcare technology stocks.</p>\n<p>Telehealth proved viable during the pandemic, and remote physician care is here to stay. Today, more than 20% of adult patients use telehealth as an alternative to in-person visits. What’s more, usage trends accelerate with aging, as 43% of patients 65 or older use remote medicine services compared to just 29% within the 18 – 29 range. The national population is aging rapidly, which, if trends hold, means telemedicine will keep pace and become more prevalent.</p>\n<p>Teladoc’s market share has lots of room to improve. But there’s an important consideration when looking at rankings. Teladoc is edged out by Zoom and <strong>Cisco Systems</strong> (NASDAQ:<span><strong><u>CSCO</u></strong></span>). But those are just generalist platforms, and within telemedicine-focused remote platforms, Teladoc is neck-and-neck with direct competitors <strong>Amwell</strong> (NYSE:<span><strong><u>AMWL</u></strong></span>) and <strong>Doxy.me</strong>. But systems will become increasingly niche, not more generalized, and it only takes one data leak or HIPAA lawsuit to shut down Zoom and other broad-spectrum platforms’ forays into healthcare. As medical needs evolve, so do delivery and interaction mechanisms, making Teladoc one of the best healthcare technology stocks for 2024.</p>\n<h2>Intuitive Surgical (ISRG)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/10/isrg-stock.jpg 1600w\" width=\"300\"/><div>Source: michelmond / Shutterstock.com</div></div>\n<p><strong>Intuitive Surgical</strong> (NASDAQ:<span><strong><u>ISRG</u></strong></span>) captures another long-term healthcare trend, increased reliance on robotics during surgical procedures. ISRG is unique compared to the other two healthcare technology stocks on the list because, unlike CRSP or TDOC, ISRG is far from a speculative play. ISRG is a healthcare technology giant in the <strong>NASDAQ-100</strong> and <strong>S&P 500</strong>.</p>\n<p>Despite its relative overvaluation, analysts are nearly all bullish on ISRG. Of those polled, 19 called the stock a buy. Notably, none say the stock is worth selling with the remainder of analysts calling ISRG a hold. Consensus forecasts average $331.91, but the disparity between forecasts is broad. One research firm, <strong>EquitySet</strong>, staking $409 as a fair price target, putting shares 18% undervalued at current levels.</p>\n<p>The most recent quarter unveiled bullish trends for ISRG, increasing tailwinds. Over the period, procedures leveraging ISRG’s proprietary surgical robotics platform climbed 19%, marking a 17% CAGR since 2019. At the same time, both revenue and income skyrocketed at 12% and 29%, respectively. If you want to anchor a basket of healthcare technology stocks, a stable but innovative giant like Intuitive Surgical stands as a strong cornerstone.</p>\n<p><em>On the date of publication, Jeremy Flint held no positions in the securities mentioned. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>\n<div><p>Healthcare</p></div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 14.0009 110.188 14.2491C110.674 14.4974 111.403 14.7456 112.196 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Healthcare Technology Stocks to Improve Lives in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-25 18:30 GMT+8 <a href=https://investorplace.com/2023/12/3-healthcare-technology-stocks-to-improve-lives-in-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Healthcare innovation stands as one of 2024’s top investment trends.\nCrispr Therapeutics (CRSP): Approved gene editing therapies mean big things for this biotech stock.\nTeladoc Health (TDOC): Remote ...</p>\n\n<a href=\"https://investorplace.com/2023/12/3-healthcare-technology-stocks-to-improve-lives-in-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0079474960.USD":"联博美国增长基金A","BK4190":"消闲用品","BK4528":"SaaS概念","ZM":"Zoom","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","PTON":"Peloton Interactive, Inc.","BK4515":"5G概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","HCSG":"医疗保健服务","TQQQ":"纳指三倍做多ETF","TDOC":"Teladoc Health Inc.","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4556":"基因编辑","SG9999002232.USD":"Allianz Global High Payout USD","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","AMWL":"American Well Corp","BK4566":"资本集团","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4535":"淡马锡持仓","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","SQQQ":"纳指三倍做空ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4020":"通信设备","BK4550":"红杉资本持仓","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4551":"寇图资本持仓","FDN":"First Trust Dow Jones Internet I","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","BK4560":"网络安全概念",".IXIC":"NASDAQ Composite","CRSP":"CRISPR Therapeutics AG","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","CSCO":"思科","PSQ":"纳指反向ETF","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","ISRG":"直觉外科公司","BK4137":"综合支持服务"},"source_url":"https://investorplace.com/2023/12/3-healthcare-technology-stocks-to-improve-lives-in-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394525796","content_text":"Healthcare innovation stands as one of 2024’s top investment trends.\nCrispr Therapeutics (CRSP): Approved gene editing therapies mean big things for this biotech stock.\nTeladoc Health (TDOC): Remote medicine trends are still accelerating post-pandemic.\nIntuitive Surgical (ISRG): This robotics stock is a stable giant for a well-rounded HealthTech portfolio.\n\n\n\n\n\n \n\nSource: metamorworks / Shutterstock\n\n\n\nIf you had to bet on two “big picture” sectors to invest in for the long haul, you can’t go wrong with technology or healthcare. Both are omnipresent and, in their own ways, on the cutting edge of global innovation that cement their longevity as investable opportunities. But combine the two into healthcare technology stocks, and you’re looking at massive upside potential.\nOf course, snagging industry-wide trends is best done through ETF investing. For HealthTech exposure, it’s hard to beat a well-rounded healthcare ETF like the iShares Global Healthcare ETF (NYSEARCA:IXJ) combined with a speculative biotech ETF like the iShares Genomics, Immunology, and Healthcare ETF (NYSEARCA:IDNA). But playing stock jockey is more fun, and, in both cases, high expense fees eat into your overall gains.\nIf you want to snag the best-in-class healthcare technology stocks for 2024 rather than playing it safe with wide-ranging HealthTech ETFs, it’s hard to beat these three top stocks.\nCrispr Therapeutics (CRSP)\nSource: rafapress / Shutterstock.com\nCrispr Therapeutics (NASDAQ:CRSP) made waves earlier this month as its sickle cell treatment, Casgevy, became the first gene-editing therapy approved by the FDA. The implications, of course, are staggering. FDA approval for an ailment as serious as sickle cell opens the floodgates for long-term gene editing and CRISPR tech treatments, ranging from complex chronic diseases to routine wound repair. But, though the implications are staggering, CRSP shares dropped nearly 15% since the announcement.\nInvestors’ lack of enthusiasm is primarily due to Casgevy’s short-term operational and financial implications rather than what the approval stands for conceptually. Casgevy’s price tag, more than $2 million, is steep. At the same time, the total US addressable market stands at just 100,000 afflicted with sickle cell. Though the treatment will be life-changing to those receiving it, the high cost and limited marketability mean drug sales won’t come close to matching the high R&D costs it took to get Crispr to this point.\nBut if you’re investing for the long haul, finding tomorrow’s revolutionary healthcare technology stocks is as simple as loading up on CRSP. The company’s tech is now proven safe enough for wide distribution and stands as a watershed moment in the industry.\nTeladoc Health (TDOC)\nSource: Postmodern Studio / Shutterstock.com\nTeladoc Health (NYSE:TDOC) was a victim of mid-pandemic exuberance as it, like other stocks tailor-made for the era such as Peloton (NASDAQ:PTON) and Zoom Video Communications (NASDAQ:ZM), skyrocketed before falling back to earth at a fraction of past highs. TDOC, in particular, trades more than 90% below past highs. But that fall from grace isn’t an indictment of Teladoc’s model or viability. And, while it may not reach past highs anytime soon, investing in Teladoc today is a way to capture an expanding segment of healthcare technology stocks.\nTelehealth proved viable during the pandemic, and remote physician care is here to stay. Today, more than 20% of adult patients use telehealth as an alternative to in-person visits. What’s more, usage trends accelerate with aging, as 43% of patients 65 or older use remote medicine services compared to just 29% within the 18 – 29 range. The national population is aging rapidly, which, if trends hold, means telemedicine will keep pace and become more prevalent.\nTeladoc’s market share has lots of room to improve. But there’s an important consideration when looking at rankings. Teladoc is edged out by Zoom and Cisco Systems (NASDAQ:CSCO). But those are just generalist platforms, and within telemedicine-focused remote platforms, Teladoc is neck-and-neck with direct competitors Amwell (NYSE:AMWL) and Doxy.me. But systems will become increasingly niche, not more generalized, and it only takes one data leak or HIPAA lawsuit to shut down Zoom and other broad-spectrum platforms’ forays into healthcare. As medical needs evolve, so do delivery and interaction mechanisms, making Teladoc one of the best healthcare technology stocks for 2024.\nIntuitive Surgical (ISRG)\nSource: michelmond / Shutterstock.com\nIntuitive Surgical (NASDAQ:ISRG) captures another long-term healthcare trend, increased reliance on robotics during surgical procedures. ISRG is unique compared to the other two healthcare technology stocks on the list because, unlike CRSP or TDOC, ISRG is far from a speculative play. ISRG is a healthcare technology giant in the NASDAQ-100 and S&P 500.\nDespite its relative overvaluation, analysts are nearly all bullish on ISRG. Of those polled, 19 called the stock a buy. Notably, none say the stock is worth selling with the remainder of analysts calling ISRG a hold. Consensus forecasts average $331.91, but the disparity between forecasts is broad. One research firm, EquitySet, staking $409 as a fair price target, putting shares 18% undervalued at current levels.\nThe most recent quarter unveiled bullish trends for ISRG, increasing tailwinds. Over the period, procedures leveraging ISRG’s proprietary surgical robotics platform climbed 19%, marking a 17% CAGR since 2019. At the same time, both revenue and income skyrocketed at 12% and 29%, respectively. If you want to anchor a basket of healthcare technology stocks, a stable but innovative giant like Intuitive Surgical stands as a strong cornerstone.\nOn the date of publication, Jeremy Flint held no positions in the securities mentioned. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nHealthcare\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2023/12/3-healthcare-technology-stocks-to-improve-lives-in-2024/.\n©2023 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256604851413064,"gmtCreate":1703666764729,"gmtModify":1703666766039,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256604851413064","repostId":"256487989530672","repostType":1,"repost":{"id":256487989530672,"gmtCreate":1703646813963,"gmtModify":1703650421779,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"年度表现最好/最差的10只大市值股票","htmlText":"100亿美金市值以上,2023年度表现最好以及最差的10大个股(截止12月26日)表现最好的10只:No. 10: <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +234.1%.No. 9: <a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$</a> +234.9%.No. 8: <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> +252.9%.No. 7: <a href=\"https://laohu8.com/S/RYCEY\">$Rolls Royce Holdings plc(RYCEY)$</a> 劳斯莱斯+256.1%.No. 6: <a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> +257.1%.No. 5: <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> +291.3%.No. 4: <a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$</a> +353.8%.No. 3: <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> +395.8%.No. 2: <a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> +407.3%.No. 1: <a href=\"https://laohu8.com/S/CVNA\">$C</a>","listText":"100亿美金市值以上,2023年度表现最好以及最差的10大个股(截止12月26日)表现最好的10只:No. 10: <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +234.1%.No. 9: <a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$</a> +234.9%.No. 8: <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> +252.9%.No. 7: <a href=\"https://laohu8.com/S/RYCEY\">$Rolls Royce Holdings plc(RYCEY)$</a> 劳斯莱斯+256.1%.No. 6: <a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> +257.1%.No. 5: <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> +291.3%.No. 4: <a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$</a> +353.8%.No. 3: <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> +395.8%.No. 2: <a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> +407.3%.No. 1: <a href=\"https://laohu8.com/S/CVNA\">$C</a>","text":"100亿美金市值以上,2023年度表现最好以及最差的10大个股(截止12月26日)表现最好的10只:No. 10: $英伟达(NVDA)$ +234.1%.No. 9: $多邻国(DUOL)$ +234.9%.No. 8: $超微电脑(SMCI)$ +252.9%.No. 7: $Rolls Royce Holdings plc(RYCEY)$ 劳斯莱斯+256.1%.No. 6: $Vertiv Holdings LLC(VRT)$ +257.1%.No. 5: $AppLovin Corporation(APP)$ +291.3%.No. 4: $Symbotic Inc.(SYM)$ +353.8%.No. 3: $Coinbase Global, Inc.(COIN)$ +395.8%.No. 2: $Affirm Holdings, Inc.(AFRM)$ +407.3%.No. 1: $C","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256487989530672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256604134965472,"gmtCreate":1703666591228,"gmtModify":1703666592353,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256604134965472","repostId":"255216671101136","repostType":1,"repost":{"id":255216671101136,"gmtCreate":1703319735098,"gmtModify":1703494802947,"author":{"id":"3562122747269267","authorId":"3562122747269267","name":"松果智能","avatar":"https://static.tigerbbs.com/275bd5eb1cdc2df7795a09ffab11c1c6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"AMD:随着人工智能市场份额的提高,看涨势头可能会增加","htmlText":"自微软和 Meta 宣布将购买AMD(NASDAQ:AMD)的 AI 芯片作为英伟达的替代品以来,AMD 的股价已上涨 20%,随着其他大型科技公司也考虑 AMD 的 AI 芯片,我们可能会看到进一步的牛市。 科技行业对需要非常强大的人工智能芯片的人工智能工具产生了巨大的兴趣。英伟达凭借先发优势占据了大部分市场份额。不过,英伟达的芯片并不便宜。即使是 OpenAI 等使用英伟达芯片的资金雄厚的公司也抱怨成本令人瞠目结舌。对于大型科技云厂商来说,这一点更为重要,因为他们构建了可供客户使用的人工智能工具。如果AI芯片的成本过高,将会严重影响云公司的利润率。 除了定价之外,选择 AMD 的另一个主要原因是大型科技公司不希望完全依赖单一供应商来满足其芯片需求。它给了英伟达太多的议价能力,让其他公司很难规划未来的人工智能路线图。因此,AMD为需要AI芯片的公司提供了良好的灵活性。 许多分析师指出,取代英伟达CUDA生态系统并不容易。这对 AMD 和选择 AMD 人工智能芯片的科技公司来说是一个挑战,但最终我们会看到一些解决方法。AMD 拥有 ROCm 软件套件,并且正在大力投资改进这项技术。 微软和 Meta最近的声明将鼓励其他公司与 AMD 合作。如果他们中的任何一家不使用 AMD 的 AI 芯片,那么他们在向客户提供的定价和功能方面就会处于不利地位。因此,很有可能他们最终都会对AMD的AI芯片进行大笔投资。 其他使用人工智能芯片的科技公司也需要考虑 AMD 的人工智能芯片,因为它们可以获得更多的市场份额。英伟达和 AMD 之间就谁的芯片更好的问题存在一些来回。这是预料之中的,因为这些基准测试结果可能会影响人工智能芯片客户价值数十亿美元的购买决策。然而,比基准测试结果更重要的是微软和 Meta 已经宣布了购买 AMD 芯片的决定。这表明这些芯片足够好,可以用作英伟达昂贵的 AI","listText":"自微软和 Meta 宣布将购买AMD(NASDAQ:AMD)的 AI 芯片作为英伟达的替代品以来,AMD 的股价已上涨 20%,随着其他大型科技公司也考虑 AMD 的 AI 芯片,我们可能会看到进一步的牛市。 科技行业对需要非常强大的人工智能芯片的人工智能工具产生了巨大的兴趣。英伟达凭借先发优势占据了大部分市场份额。不过,英伟达的芯片并不便宜。即使是 OpenAI 等使用英伟达芯片的资金雄厚的公司也抱怨成本令人瞠目结舌。对于大型科技云厂商来说,这一点更为重要,因为他们构建了可供客户使用的人工智能工具。如果AI芯片的成本过高,将会严重影响云公司的利润率。 除了定价之外,选择 AMD 的另一个主要原因是大型科技公司不希望完全依赖单一供应商来满足其芯片需求。它给了英伟达太多的议价能力,让其他公司很难规划未来的人工智能路线图。因此,AMD为需要AI芯片的公司提供了良好的灵活性。 许多分析师指出,取代英伟达CUDA生态系统并不容易。这对 AMD 和选择 AMD 人工智能芯片的科技公司来说是一个挑战,但最终我们会看到一些解决方法。AMD 拥有 ROCm 软件套件,并且正在大力投资改进这项技术。 微软和 Meta最近的声明将鼓励其他公司与 AMD 合作。如果他们中的任何一家不使用 AMD 的 AI 芯片,那么他们在向客户提供的定价和功能方面就会处于不利地位。因此,很有可能他们最终都会对AMD的AI芯片进行大笔投资。 其他使用人工智能芯片的科技公司也需要考虑 AMD 的人工智能芯片,因为它们可以获得更多的市场份额。英伟达和 AMD 之间就谁的芯片更好的问题存在一些来回。这是预料之中的,因为这些基准测试结果可能会影响人工智能芯片客户价值数十亿美元的购买决策。然而,比基准测试结果更重要的是微软和 Meta 已经宣布了购买 AMD 芯片的决定。这表明这些芯片足够好,可以用作英伟达昂贵的 AI","text":"自微软和 Meta 宣布将购买AMD(NASDAQ:AMD)的 AI 芯片作为英伟达的替代品以来,AMD 的股价已上涨 20%,随着其他大型科技公司也考虑 AMD 的 AI 芯片,我们可能会看到进一步的牛市。 科技行业对需要非常强大的人工智能芯片的人工智能工具产生了巨大的兴趣。英伟达凭借先发优势占据了大部分市场份额。不过,英伟达的芯片并不便宜。即使是 OpenAI 等使用英伟达芯片的资金雄厚的公司也抱怨成本令人瞠目结舌。对于大型科技云厂商来说,这一点更为重要,因为他们构建了可供客户使用的人工智能工具。如果AI芯片的成本过高,将会严重影响云公司的利润率。 除了定价之外,选择 AMD 的另一个主要原因是大型科技公司不希望完全依赖单一供应商来满足其芯片需求。它给了英伟达太多的议价能力,让其他公司很难规划未来的人工智能路线图。因此,AMD为需要AI芯片的公司提供了良好的灵活性。 许多分析师指出,取代英伟达CUDA生态系统并不容易。这对 AMD 和选择 AMD 人工智能芯片的科技公司来说是一个挑战,但最终我们会看到一些解决方法。AMD 拥有 ROCm 软件套件,并且正在大力投资改进这项技术。 微软和 Meta最近的声明将鼓励其他公司与 AMD 合作。如果他们中的任何一家不使用 AMD 的 AI 芯片,那么他们在向客户提供的定价和功能方面就会处于不利地位。因此,很有可能他们最终都会对AMD的AI芯片进行大笔投资。 其他使用人工智能芯片的科技公司也需要考虑 AMD 的人工智能芯片,因为它们可以获得更多的市场份额。英伟达和 AMD 之间就谁的芯片更好的问题存在一些来回。这是预料之中的,因为这些基准测试结果可能会影响人工智能芯片客户价值数十亿美元的购买决策。然而,比基准测试结果更重要的是微软和 Meta 已经宣布了购买 AMD 芯片的决定。这表明这些芯片足够好,可以用作英伟达昂贵的 AI","images":[{"img":"https://static.tigerbbs.com/f5afe5d74d69c7fd53c01a82b76d9b82","width":"771","height":"433"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255216671101136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256602897973344,"gmtCreate":1703666390501,"gmtModify":1703666391707,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256602897973344","repostId":"256274470944784","repostType":1,"repost":{"id":256274470944784,"gmtCreate":1703594533389,"gmtModify":1703643860894,"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"title":"年度大牛股,不止有英伟达,谁翻了10倍?谁是大黑马?","htmlText":"图一:统计标普500年度涨幅超过100%(数据截至12月22日),一共13只股票。除了众所周知的NVDA和底部反转的META.除此之外,受益旅游复苏的邮轮股 <a href=\"https://laohu8.com/S/RCL\">$皇家加勒比邮轮(RCL)$</a> 和 <a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a> 也涨了超过100%。同样出行复苏逻辑的还有第六名Uber。第五名, <a href=\"https://laohu8.com/S/BLDR\">$Builders FirstSource(BLDR)$</a> 是一家美国建材和建筑材料制造商。以及 第八名 <a href=\"https://laohu8.com/S/PHM\">$普得集团(PHM)$</a> 是美国最大的建筑商之一,今年涨幅惊人,这个行业我也没有研究过。行业中更知名的公司应该是 <a href=\"https://laohu8.com/S/DHI\">$霍顿房屋(DHI)$</a> 今年涨幅近70%。其他几家科技行业软硬件公司大家都更熟悉,不一一列举。图二:统计了市值超过5B的全美上市公司涨幅TOP10(截至12月22日),第一名竟然是一度在破产边缘的二手车电商 <a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$</a> ,竟然以10倍涨幅力压BTC概念股 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 。CVNA去年深陷破产传闻,从2021年的300多高位一度跌到3块多,然后摇身一变成MEME股。图三:看看今年最牛的主题板块BTC概念股涨幅,","listText":"图一:统计标普500年度涨幅超过100%(数据截至12月22日),一共13只股票。除了众所周知的NVDA和底部反转的META.除此之外,受益旅游复苏的邮轮股 <a href=\"https://laohu8.com/S/RCL\">$皇家加勒比邮轮(RCL)$</a> 和 <a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a> 也涨了超过100%。同样出行复苏逻辑的还有第六名Uber。第五名, <a href=\"https://laohu8.com/S/BLDR\">$Builders FirstSource(BLDR)$</a> 是一家美国建材和建筑材料制造商。以及 第八名 <a href=\"https://laohu8.com/S/PHM\">$普得集团(PHM)$</a> 是美国最大的建筑商之一,今年涨幅惊人,这个行业我也没有研究过。行业中更知名的公司应该是 <a href=\"https://laohu8.com/S/DHI\">$霍顿房屋(DHI)$</a> 今年涨幅近70%。其他几家科技行业软硬件公司大家都更熟悉,不一一列举。图二:统计了市值超过5B的全美上市公司涨幅TOP10(截至12月22日),第一名竟然是一度在破产边缘的二手车电商 <a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$</a> ,竟然以10倍涨幅力压BTC概念股 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 。CVNA去年深陷破产传闻,从2021年的300多高位一度跌到3块多,然后摇身一变成MEME股。图三:看看今年最牛的主题板块BTC概念股涨幅,","text":"图一:统计标普500年度涨幅超过100%(数据截至12月22日),一共13只股票。除了众所周知的NVDA和底部反转的META.除此之外,受益旅游复苏的邮轮股 $皇家加勒比邮轮(RCL)$ 和 $嘉年华邮轮(CCL)$ 也涨了超过100%。同样出行复苏逻辑的还有第六名Uber。第五名, $Builders FirstSource(BLDR)$ 是一家美国建材和建筑材料制造商。以及 第八名 $普得集团(PHM)$ 是美国最大的建筑商之一,今年涨幅惊人,这个行业我也没有研究过。行业中更知名的公司应该是 $霍顿房屋(DHI)$ 今年涨幅近70%。其他几家科技行业软硬件公司大家都更熟悉,不一一列举。图二:统计了市值超过5B的全美上市公司涨幅TOP10(截至12月22日),第一名竟然是一度在破产边缘的二手车电商 $Carvana Co.(CVNA)$ ,竟然以10倍涨幅力压BTC概念股 $Marathon Digital Holdings Inc(MARA)$ 。CVNA去年深陷破产传闻,从2021年的300多高位一度跌到3块多,然后摇身一变成MEME股。图三:看看今年最牛的主题板块BTC概念股涨幅,","images":[{"img":"https://static.tigerbbs.com/906df927c340406289ff25dd9f3c069b","width":"900","height":"1200"},{"img":"https://static.tigerbbs.com/96940dd21995d90cf6320b0fa3e7f7de","width":"900","height":"1200"},{"img":"https://static.tigerbbs.com/47f8645454727239b7ddc6030da76e3c","width":"900","height":"1200"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256274470944784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":659247059,"gmtCreate":1680098586071,"gmtModify":1680098587364,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$ </a>小买100万股","listText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$ </a>小买100万股","text":"$硅谷银行(SIVBQ)$ 小买100万股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659247059","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301351289033016,"gmtCreate":1714578313936,"gmtModify":1714578315798,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301351289033016","repostId":"2431849074","repostType":2,"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294326086029496,"gmtCreate":1712880005864,"gmtModify":1712880007439,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294326086029496","repostId":"294290477891600","repostType":1,"repost":{"id":294290477891600,"gmtCreate":1712876533293,"gmtModify":1712876540985,"author":{"id":"3524105790854316","authorId":"3524105790854316","name":"港股挖掘机","avatar":"https://static.tigerbbs.com/7ad7f6521dbd218dc1b2d938da24ac61","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"谷歌将投资10亿美元,通过两条海底电缆改善美日数字化连接","htmlText":"美国科技巨头<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","listText":"美国科技巨头<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","text":"美国科技巨头$谷歌(GOOG)$将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,$谷歌(GOOG)$将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大$太平洋(601099)$连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些$太平洋(601099)$岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” $(GOOG)$ $(GOOGL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294290477891600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294178365632824,"gmtCreate":1712843915447,"gmtModify":1712843917064,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294178365632824","repostId":"294111216746512","repostType":1,"repost":{"id":294111216746512,"gmtCreate":1712746740000,"gmtModify":1712842009324,"author":{"id":"3525994231964285","authorId":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"291亿投资拉动5万亿财富增长,大模型的泡沫来了?","htmlText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","listText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底,他押注了未来科技的发展与芯片的方向,做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定!自22年底算起,他的收益率已有10倍![美金]当前,他认为英伟达估值还不算高,在2024年可以维持在1000到1300 这个区间,而在2026年之前是看不到增长尽头的。此外,他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ,虽然虽然现在已经有了一定的涨幅,但长期而言,仍然在底部区域。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下A:我是一个大学老师,副教授,现","text":"$超微电脑(SMCI)$ 赚了一辆车, $英伟达(NVDA)$ 赚一套别墅, $腾讯控股(00700)$ 挣了140万, $特斯拉(TSLA)$ 、 $拼多多(PDD)$ 都赚了10倍......各位虎友们好,本周要与我们分享的虎友是 @波波斯基 。在21年底,他押注了未来科技的发展与芯片的方向,做出了第一重仓 $英伟达(NVDA)$ 、第二重仓 $Meta Platforms(META)$ 的决定!自22年底算起,他的收益率已有10倍![美金]当前,他认为英伟达估值还不算高,在2024年可以维持在1000到1300 这个区间,而在2026年之前是看不到增长尽头的。此外,他还看好今年数字货币概念股的表现 $Coinbase Global, Inc.(COIN)$ 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现在轮到某大国做选择了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282305871499568","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280672539971744,"gmtCreate":1709552607261,"gmtModify":1709552611533,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"title":"新兴市场投资机会","htmlText":"查看详情:<a href=\"https://tigr.link/6IjzfE\">新兴市场投资机会</a> 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/6IjzfE\">新兴市场投资机会</a> 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","text":"查看详情:新兴市场投资机会 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280672539971744","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":279329006268504,"gmtCreate":1709216974776,"gmtModify":1709216976159,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279329006268504","repostId":"279125516693576","repostType":1,"repost":{"id":279125516693576,"gmtCreate":1709176854650,"gmtModify":1709177367826,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Snowflake大跌给云市场敲响警钟?","htmlText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","listText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","text":"$Snowflake(SNOW)$ 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 $亚马逊(AMZN)$ $谷歌A(GOOGL)$ 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","images":[{"img":"https://static.tigerbbs.com/a9a23600882b33b58e4d4a27196693bd","width":"630","height":"529"},{"img":"https://static.tigerbbs.com/1f19c7997452113c69ac3cb4856832a3","width":"1267","height":"543"},{"img":"https://static.tigerbbs.com/8ffa6885c90571aa0684660bcd13e738","width":"1335","height":"649"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279125516693576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278909157765384,"gmtCreate":1709102851065,"gmtModify":1709102852426,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278909157765384","repostId":"278895394566408","repostType":1,"repost":{"id":278895394566408,"gmtCreate":1709099490909,"gmtModify":1709101049803,"author":{"id":"4171778424358360","authorId":"4171778424358360","name":"乌鸦智能说","avatar":"https://static.tigerbbs.com/b836f6322b922dfad00c1cd88fef2a5f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"微软又投了一家大模型公司!“法国版OpenAI”刚刚发布新模型,对标GPT-4","htmlText":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","listText":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","text":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","images":[{"img":"https://static.tigerbbs.com/e924f484e40abaf6f8f6931a93bad1c4","width":"1053","height":"495"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278895394566408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278240240324872,"gmtCreate":1708955896868,"gmtModify":1708955898993,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"不贵,英伟达不仅有Ai芯片业务,而且ai芯片业务比较稳定,第二是英伟达的AI推理芯片及AI训练平台业务刚刚起步,未来这两方面的业务会大放异彩!!!","listText":"不贵,英伟达不仅有Ai芯片业务,而且ai芯片业务比较稳定,第二是英伟达的AI推理芯片及AI训练平台业务刚刚起步,未来这两方面的业务会大放异彩!!!","text":"不贵,英伟达不仅有Ai芯片业务,而且ai芯片业务比较稳定,第二是英伟达的AI推理芯片及AI训练平台业务刚刚起步,未来这两方面的业务会大放异彩!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278240240324872","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258748556931264,"gmtCreate":1704201090556,"gmtModify":1704201091712,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258748556931264","repostId":"258751425286184","repostType":1,"repost":{"id":258751425286184,"gmtCreate":1704195457853,"gmtModify":1704195489782,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【股市时光机】收益率332%,互联网码农是如何炒股的?","htmlText":"转瞬间,2023年已成为回忆,过去一年你的投资成绩单如何?你对哪个股票情有独钟。假如时光倒流,你在2023年哪些投资决策会改变?相信每一个小虎都有属于自己的2023独家记忆。上周我们发起了复盘活动,有不少虎友带来精彩分享,让我们一起看看他们的故事。<a href=\"https://laohu8.com/TW/257566253383752\" target=\"_blank\">2023年终总结:收益率332%</a><a href=\"https://laohu8.com/U/3578107342978108\">@股市码农</a>今年收益率332%主要来自于 COIN TLT 和 PDD.22年早期<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 还在200多价格时,买入了230的put,随后coinbase随着比特币大跌,一路加仓买入摊平成本,直到今年上半年很多其它持仓都换成了coinbase。对于拼多多,我和很多人一样,从看不起、看不懂、到加入。债券ETF基本的逻辑就是加息时下跌,降息时上涨。<a href=\"https://laohu8.com/TW/257323595206832\" target=\"_blank\">2023年回顾❤️经历牛熊,谈我两年的投资心路</a> <a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>回顾2020年1月,随着熊市开启,美股崩盘,我跟风买了很多股票,结果越买心越寒。犯下了诸多错误决策,购入了大量投机垃圾股,几乎把投资资金输个干净😮💨。但很庆幸,2023年牛市开启了,这次惨痛的损失让我深有体会。我学到了买入优秀管理的公司的重要性,坚决避免购入管理有瑕疵的公司,此外,投资股票需要","listText":"转瞬间,2023年已成为回忆,过去一年你的投资成绩单如何?你对哪个股票情有独钟。假如时光倒流,你在2023年哪些投资决策会改变?相信每一个小虎都有属于自己的2023独家记忆。上周我们发起了复盘活动,有不少虎友带来精彩分享,让我们一起看看他们的故事。<a href=\"https://laohu8.com/TW/257566253383752\" target=\"_blank\">2023年终总结:收益率332%</a><a href=\"https://laohu8.com/U/3578107342978108\">@股市码农</a>今年收益率332%主要来自于 COIN TLT 和 PDD.22年早期<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 还在200多价格时,买入了230的put,随后coinbase随着比特币大跌,一路加仓买入摊平成本,直到今年上半年很多其它持仓都换成了coinbase。对于拼多多,我和很多人一样,从看不起、看不懂、到加入。债券ETF基本的逻辑就是加息时下跌,降息时上涨。<a href=\"https://laohu8.com/TW/257323595206832\" target=\"_blank\">2023年回顾❤️经历牛熊,谈我两年的投资心路</a> <a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>回顾2020年1月,随着熊市开启,美股崩盘,我跟风买了很多股票,结果越买心越寒。犯下了诸多错误决策,购入了大量投机垃圾股,几乎把投资资金输个干净😮💨。但很庆幸,2023年牛市开启了,这次惨痛的损失让我深有体会。我学到了买入优秀管理的公司的重要性,坚决避免购入管理有瑕疵的公司,此外,投资股票需要","text":"转瞬间,2023年已成为回忆,过去一年你的投资成绩单如何?你对哪个股票情有独钟。假如时光倒流,你在2023年哪些投资决策会改变?相信每一个小虎都有属于自己的2023独家记忆。上周我们发起了复盘活动,有不少虎友带来精彩分享,让我们一起看看他们的故事。2023年终总结:收益率332%@股市码农今年收益率332%主要来自于 COIN TLT 和 PDD.22年早期$Coinbase Global, Inc.(COIN)$ 还在200多价格时,买入了230的put,随后coinbase随着比特币大跌,一路加仓买入摊平成本,直到今年上半年很多其它持仓都换成了coinbase。对于拼多多,我和很多人一样,从看不起、看不懂、到加入。债券ETF基本的逻辑就是加息时下跌,降息时上涨。2023年回顾❤️经历牛熊,谈我两年的投资心路 @Fenger1188回顾2020年1月,随着熊市开启,美股崩盘,我跟风买了很多股票,结果越买心越寒。犯下了诸多错误决策,购入了大量投机垃圾股,几乎把投资资金输个干净😮💨。但很庆幸,2023年牛市开启了,这次惨痛的损失让我深有体会。我学到了买入优秀管理的公司的重要性,坚决避免购入管理有瑕疵的公司,此外,投资股票需要","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258751425286184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257352138485784,"gmtCreate":1703863670011,"gmtModify":1703863671570,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257352138485784","repostId":"257242692469008","repostType":1,"repost":{"id":257242692469008,"gmtCreate":1703836938932,"gmtModify":1703918402043,"author":{"id":"4125646752954172","authorId":"4125646752954172","name":"小虎资管","avatar":"https://static.tigerbbs.com/d8da3f07459c2d29a0886a158ed1bedf","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"老虎独家|居安思危,未雨绸缪—2024年全球大类资产展望","htmlText":"一、2023年资产表现回顾 峰回路转,山川月明。昨日摘下口罩拥抱世界,今日纷争四起扑朔迷离。战争或和平,通胀或加息,投资或躺平,亦假亦真,又是一年: 2023年,全球政治动荡不安,欧亚的纷争还未停歇,中东的战火再次燃起; 2023年,全球经济趋于稳定,高企的通胀终见回落,持续的加息初现转机; 2023年,全球科技一触即发,ChatGPT引爆AI浪潮,SpaceX激发人类幻想; 2023年,全球资产悲喜交集,西方的巨头势如破竹,东方的新秀黯然失色; 回顾2023年的全球资本市场,几人欢喜几人愁。这一年,纳斯达克大象起舞,尽显春风得意;这一年,恒生指数高开低走,抱憾一枕黄粱;这一年,全球黄金披风斩棘,一路高歌猛进;这一年,东方地产江河日下,无奈一泻千里...独坐思往昔,去年12月,我们也曾在<a href=\"https://www.laohu8.com/post/621673291\" target=\"_blank\">老虎独家|大浪淘沙始见金--2023年全球大类资产展望</a>中,着重提示了今年黄金的投资价值。 展望2024年,山重水复疑无路,柳暗花明又一村。美国经济是否能平稳着陆?美联储是否能如期降息?科技巨头们是否还能一往无前?港股中概是否又能终见曙光?拨云见日时,静待暖回春,2024我们一起蓄势待发! 1. 各大类资产表现 我们统计了全球53个国家和地区的股票、债券、大宗商品、房地产、货币和另类投资,共六大类287小类资产标的。为了方便投资者观察和比较不同国家和地区的资产回报,所有的收益回报数据均以美元计价。 截至2023年12月12日,这些资产标的在2023年的平均收益为3.93%,其中,有174个资产在今年获得了正收益,占比超60%。而且,大部分资产的涨跌走势都与2022年发生了两级反转,走出了均值回归的行情。具体如下: 来源:彭博、老虎国际 2. 进击的“巨人","listText":"一、2023年资产表现回顾 峰回路转,山川月明。昨日摘下口罩拥抱世界,今日纷争四起扑朔迷离。战争或和平,通胀或加息,投资或躺平,亦假亦真,又是一年: 2023年,全球政治动荡不安,欧亚的纷争还未停歇,中东的战火再次燃起; 2023年,全球经济趋于稳定,高企的通胀终见回落,持续的加息初现转机; 2023年,全球科技一触即发,ChatGPT引爆AI浪潮,SpaceX激发人类幻想; 2023年,全球资产悲喜交集,西方的巨头势如破竹,东方的新秀黯然失色; 回顾2023年的全球资本市场,几人欢喜几人愁。这一年,纳斯达克大象起舞,尽显春风得意;这一年,恒生指数高开低走,抱憾一枕黄粱;这一年,全球黄金披风斩棘,一路高歌猛进;这一年,东方地产江河日下,无奈一泻千里...独坐思往昔,去年12月,我们也曾在<a href=\"https://www.laohu8.com/post/621673291\" target=\"_blank\">老虎独家|大浪淘沙始见金--2023年全球大类资产展望</a>中,着重提示了今年黄金的投资价值。 展望2024年,山重水复疑无路,柳暗花明又一村。美国经济是否能平稳着陆?美联储是否能如期降息?科技巨头们是否还能一往无前?港股中概是否又能终见曙光?拨云见日时,静待暖回春,2024我们一起蓄势待发! 1. 各大类资产表现 我们统计了全球53个国家和地区的股票、债券、大宗商品、房地产、货币和另类投资,共六大类287小类资产标的。为了方便投资者观察和比较不同国家和地区的资产回报,所有的收益回报数据均以美元计价。 截至2023年12月12日,这些资产标的在2023年的平均收益为3.93%,其中,有174个资产在今年获得了正收益,占比超60%。而且,大部分资产的涨跌走势都与2022年发生了两级反转,走出了均值回归的行情。具体如下: 来源:彭博、老虎国际 2. 进击的“巨人","text":"一、2023年资产表现回顾 峰回路转,山川月明。昨日摘下口罩拥抱世界,今日纷争四起扑朔迷离。战争或和平,通胀或加息,投资或躺平,亦假亦真,又是一年: 2023年,全球政治动荡不安,欧亚的纷争还未停歇,中东的战火再次燃起; 2023年,全球经济趋于稳定,高企的通胀终见回落,持续的加息初现转机; 2023年,全球科技一触即发,ChatGPT引爆AI浪潮,SpaceX激发人类幻想; 2023年,全球资产悲喜交集,西方的巨头势如破竹,东方的新秀黯然失色; 回顾2023年的全球资本市场,几人欢喜几人愁。这一年,纳斯达克大象起舞,尽显春风得意;这一年,恒生指数高开低走,抱憾一枕黄粱;这一年,全球黄金披风斩棘,一路高歌猛进;这一年,东方地产江河日下,无奈一泻千里...独坐思往昔,去年12月,我们也曾在老虎独家|大浪淘沙始见金--2023年全球大类资产展望中,着重提示了今年黄金的投资价值。 展望2024年,山重水复疑无路,柳暗花明又一村。美国经济是否能平稳着陆?美联储是否能如期降息?科技巨头们是否还能一往无前?港股中概是否又能终见曙光?拨云见日时,静待暖回春,2024我们一起蓄势待发! 1. 各大类资产表现 我们统计了全球53个国家和地区的股票、债券、大宗商品、房地产、货币和另类投资,共六大类287小类资产标的。为了方便投资者观察和比较不同国家和地区的资产回报,所有的收益回报数据均以美元计价。 截至2023年12月12日,这些资产标的在2023年的平均收益为3.93%,其中,有174个资产在今年获得了正收益,占比超60%。而且,大部分资产的涨跌走势都与2022年发生了两级反转,走出了均值回归的行情。具体如下: 来源:彭博、老虎国际 2. 进击的“巨人","images":[{"img":"https://static.tigerbbs.com/0e1f7be0258a0e202361fe85aa4b5c51","width":"1657","height":"931"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257242692469008","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3032,"gmtBegin":1703836938912,"gmtEnd":1704448855229,"type":1,"upper":3,"title":"虎友们明年想怎么买?","choices":[{"id":11019,"sort":1,"name":"冲纳指,AI改变世界","userSize":47,"voted":false},{"id":11020,"sort":2,"name":"买小盘,必须后来居上","userSize":18,"voted":false},{"id":11021,"sort":3,"name":"降息来得早,国债涨的好","userSize":14,"voted":false},{"id":11022,"sort":4,"name":"港股中概,我等了三年,失去的要全部拿回来","userSize":26,"voted":false},{"id":11023,"sort":5,"name":"买黄金,保平安","userSize":13,"voted":false},{"id":11024,"sort":6,"name":"全都不看好!我只想躺平在钱袋子!","userSize":19,"voted":false}]},"comments":[],"imageCount":53,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257119535632552,"gmtCreate":1703806818395,"gmtModify":1703806819796,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257119535632552","repostId":"256586284720128","repostType":1,"repost":{"id":256586284720128,"gmtCreate":1703671815415,"gmtModify":1703674291741,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【小虎访谈】第N次大变革大分流:劲过巴菲特!60买苹果!看准龙头就出手!","htmlText":"各位虎友们好,本周与我们分享的用户是 <a href=\"https://laohu8.com/U/3564479083780631\">@第N次大变革大分流</a> 。作为长期投资者的他,热衷思考股票的底层逻辑,他曾在60左右的价格买入 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,65买入 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,100买入 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> [666][看涨]!也是最早在网上发表有关 <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 文章的人。他认为龙头寡头增长更快,小企业的概率期望值算下来,变成仙股的概率很高。近期,他的持仓增加了 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和 <a href=\"https://laohu8.com/S/HESAY\">$Hermes International SA(HESAY)$</a> ,他认为MSFT的护城河正在加强,而Hermes的逻辑和茅台很像,心理价位没有上限[财迷]。来吧虎友们,让我们一起看看他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我是85后,职业工程师,技术从业者,我的老虎用户名昵称源自彭慕兰教授的一本书《大分流》。自认为的个人闪光点是热爱知识有内涵爱思考。所在地新加坡,本科是武汉大学毕业,研究生是新加坡国立大学毕业,专业是化学到化工,然后从事流程工业领域的自动化和数据分析。爱好就是看书/看资讯/看各种研究报告财报/看论文/分析各种数据/分析各类事件现象推测趋势/分析","listText":"各位虎友们好,本周与我们分享的用户是 <a href=\"https://laohu8.com/U/3564479083780631\">@第N次大变革大分流</a> 。作为长期投资者的他,热衷思考股票的底层逻辑,他曾在60左右的价格买入 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,65买入 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,100买入 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> [666][看涨]!也是最早在网上发表有关 <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 文章的人。他认为龙头寡头增长更快,小企业的概率期望值算下来,变成仙股的概率很高。近期,他的持仓增加了 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和 <a href=\"https://laohu8.com/S/HESAY\">$Hermes International SA(HESAY)$</a> ,他认为MSFT的护城河正在加强,而Hermes的逻辑和茅台很像,心理价位没有上限[财迷]。来吧虎友们,让我们一起看看他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我是85后,职业工程师,技术从业者,我的老虎用户名昵称源自彭慕兰教授的一本书《大分流》。自认为的个人闪光点是热爱知识有内涵爱思考。所在地新加坡,本科是武汉大学毕业,研究生是新加坡国立大学毕业,专业是化学到化工,然后从事流程工业领域的自动化和数据分析。爱好就是看书/看资讯/看各种研究报告财报/看论文/分析各种数据/分析各类事件现象推测趋势/分析","text":"各位虎友们好,本周与我们分享的用户是 @第N次大变革大分流 。作为长期投资者的他,热衷思考股票的底层逻辑,他曾在60左右的价格买入 $苹果(AAPL)$ ,65买入 $特斯拉(TSLA)$ ,100买入 $英伟达(NVDA)$ [666][看涨]!也是最早在网上发表有关 $阿斯麦(ASML)$ 文章的人。他认为龙头寡头增长更快,小企业的概率期望值算下来,变成仙股的概率很高。近期,他的持仓增加了 $微软(MSFT)$ 和 $Hermes International SA(HESAY)$ ,他认为MSFT的护城河正在加强,而Hermes的逻辑和茅台很像,心理价位没有上限[财迷]。来吧虎友们,让我们一起看看他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我是85后,职业工程师,技术从业者,我的老虎用户名昵称源自彭慕兰教授的一本书《大分流》。自认为的个人闪光点是热爱知识有内涵爱思考。所在地新加坡,本科是武汉大学毕业,研究生是新加坡国立大学毕业,专业是化学到化工,然后从事流程工业领域的自动化和数据分析。爱好就是看书/看资讯/看各种研究报告财报/看论文/分析各种数据/分析各类事件现象推测趋势/分析","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/19464b3baa39814d7b79f1284c3e7494","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/6406f4ec0623d154a7a5b4ea574b21df","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256586284720128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256604851413064,"gmtCreate":1703666764729,"gmtModify":1703666766039,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256604851413064","repostId":"256487989530672","repostType":1,"repost":{"id":256487989530672,"gmtCreate":1703646813963,"gmtModify":1703650421779,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"年度表现最好/最差的10只大市值股票","htmlText":"100亿美金市值以上,2023年度表现最好以及最差的10大个股(截止12月26日)表现最好的10只:No. 10: <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +234.1%.No. 9: <a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$</a> +234.9%.No. 8: <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> +252.9%.No. 7: <a href=\"https://laohu8.com/S/RYCEY\">$Rolls Royce Holdings plc(RYCEY)$</a> 劳斯莱斯+256.1%.No. 6: <a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> +257.1%.No. 5: <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> +291.3%.No. 4: <a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$</a> +353.8%.No. 3: <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> +395.8%.No. 2: <a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> +407.3%.No. 1: <a href=\"https://laohu8.com/S/CVNA\">$C</a>","listText":"100亿美金市值以上,2023年度表现最好以及最差的10大个股(截止12月26日)表现最好的10只:No. 10: <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +234.1%.No. 9: <a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$</a> +234.9%.No. 8: <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> +252.9%.No. 7: <a href=\"https://laohu8.com/S/RYCEY\">$Rolls Royce Holdings plc(RYCEY)$</a> 劳斯莱斯+256.1%.No. 6: <a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> +257.1%.No. 5: <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> +291.3%.No. 4: <a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$</a> +353.8%.No. 3: <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> +395.8%.No. 2: <a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> +407.3%.No. 1: <a href=\"https://laohu8.com/S/CVNA\">$C</a>","text":"100亿美金市值以上,2023年度表现最好以及最差的10大个股(截止12月26日)表现最好的10只:No. 10: $英伟达(NVDA)$ +234.1%.No. 9: $多邻国(DUOL)$ +234.9%.No. 8: $超微电脑(SMCI)$ +252.9%.No. 7: $Rolls Royce Holdings plc(RYCEY)$ 劳斯莱斯+256.1%.No. 6: $Vertiv Holdings LLC(VRT)$ +257.1%.No. 5: $AppLovin Corporation(APP)$ +291.3%.No. 4: $Symbotic Inc.(SYM)$ +353.8%.No. 3: $Coinbase Global, Inc.(COIN)$ +395.8%.No. 2: $Affirm Holdings, Inc.(AFRM)$ +407.3%.No. 1: $C","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256487989530672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256604134965472,"gmtCreate":1703666591228,"gmtModify":1703666592353,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256604134965472","repostId":"255216671101136","repostType":1,"repost":{"id":255216671101136,"gmtCreate":1703319735098,"gmtModify":1703494802947,"author":{"id":"3562122747269267","authorId":"3562122747269267","name":"松果智能","avatar":"https://static.tigerbbs.com/275bd5eb1cdc2df7795a09ffab11c1c6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"AMD:随着人工智能市场份额的提高,看涨势头可能会增加","htmlText":"自微软和 Meta 宣布将购买AMD(NASDAQ:AMD)的 AI 芯片作为英伟达的替代品以来,AMD 的股价已上涨 20%,随着其他大型科技公司也考虑 AMD 的 AI 芯片,我们可能会看到进一步的牛市。 科技行业对需要非常强大的人工智能芯片的人工智能工具产生了巨大的兴趣。英伟达凭借先发优势占据了大部分市场份额。不过,英伟达的芯片并不便宜。即使是 OpenAI 等使用英伟达芯片的资金雄厚的公司也抱怨成本令人瞠目结舌。对于大型科技云厂商来说,这一点更为重要,因为他们构建了可供客户使用的人工智能工具。如果AI芯片的成本过高,将会严重影响云公司的利润率。 除了定价之外,选择 AMD 的另一个主要原因是大型科技公司不希望完全依赖单一供应商来满足其芯片需求。它给了英伟达太多的议价能力,让其他公司很难规划未来的人工智能路线图。因此,AMD为需要AI芯片的公司提供了良好的灵活性。 许多分析师指出,取代英伟达CUDA生态系统并不容易。这对 AMD 和选择 AMD 人工智能芯片的科技公司来说是一个挑战,但最终我们会看到一些解决方法。AMD 拥有 ROCm 软件套件,并且正在大力投资改进这项技术。 微软和 Meta最近的声明将鼓励其他公司与 AMD 合作。如果他们中的任何一家不使用 AMD 的 AI 芯片,那么他们在向客户提供的定价和功能方面就会处于不利地位。因此,很有可能他们最终都会对AMD的AI芯片进行大笔投资。 其他使用人工智能芯片的科技公司也需要考虑 AMD 的人工智能芯片,因为它们可以获得更多的市场份额。英伟达和 AMD 之间就谁的芯片更好的问题存在一些来回。这是预料之中的,因为这些基准测试结果可能会影响人工智能芯片客户价值数十亿美元的购买决策。然而,比基准测试结果更重要的是微软和 Meta 已经宣布了购买 AMD 芯片的决定。这表明这些芯片足够好,可以用作英伟达昂贵的 AI","listText":"自微软和 Meta 宣布将购买AMD(NASDAQ:AMD)的 AI 芯片作为英伟达的替代品以来,AMD 的股价已上涨 20%,随着其他大型科技公司也考虑 AMD 的 AI 芯片,我们可能会看到进一步的牛市。 科技行业对需要非常强大的人工智能芯片的人工智能工具产生了巨大的兴趣。英伟达凭借先发优势占据了大部分市场份额。不过,英伟达的芯片并不便宜。即使是 OpenAI 等使用英伟达芯片的资金雄厚的公司也抱怨成本令人瞠目结舌。对于大型科技云厂商来说,这一点更为重要,因为他们构建了可供客户使用的人工智能工具。如果AI芯片的成本过高,将会严重影响云公司的利润率。 除了定价之外,选择 AMD 的另一个主要原因是大型科技公司不希望完全依赖单一供应商来满足其芯片需求。它给了英伟达太多的议价能力,让其他公司很难规划未来的人工智能路线图。因此,AMD为需要AI芯片的公司提供了良好的灵活性。 许多分析师指出,取代英伟达CUDA生态系统并不容易。这对 AMD 和选择 AMD 人工智能芯片的科技公司来说是一个挑战,但最终我们会看到一些解决方法。AMD 拥有 ROCm 软件套件,并且正在大力投资改进这项技术。 微软和 Meta最近的声明将鼓励其他公司与 AMD 合作。如果他们中的任何一家不使用 AMD 的 AI 芯片,那么他们在向客户提供的定价和功能方面就会处于不利地位。因此,很有可能他们最终都会对AMD的AI芯片进行大笔投资。 其他使用人工智能芯片的科技公司也需要考虑 AMD 的人工智能芯片,因为它们可以获得更多的市场份额。英伟达和 AMD 之间就谁的芯片更好的问题存在一些来回。这是预料之中的,因为这些基准测试结果可能会影响人工智能芯片客户价值数十亿美元的购买决策。然而,比基准测试结果更重要的是微软和 Meta 已经宣布了购买 AMD 芯片的决定。这表明这些芯片足够好,可以用作英伟达昂贵的 AI","text":"自微软和 Meta 宣布将购买AMD(NASDAQ:AMD)的 AI 芯片作为英伟达的替代品以来,AMD 的股价已上涨 20%,随着其他大型科技公司也考虑 AMD 的 AI 芯片,我们可能会看到进一步的牛市。 科技行业对需要非常强大的人工智能芯片的人工智能工具产生了巨大的兴趣。英伟达凭借先发优势占据了大部分市场份额。不过,英伟达的芯片并不便宜。即使是 OpenAI 等使用英伟达芯片的资金雄厚的公司也抱怨成本令人瞠目结舌。对于大型科技云厂商来说,这一点更为重要,因为他们构建了可供客户使用的人工智能工具。如果AI芯片的成本过高,将会严重影响云公司的利润率。 除了定价之外,选择 AMD 的另一个主要原因是大型科技公司不希望完全依赖单一供应商来满足其芯片需求。它给了英伟达太多的议价能力,让其他公司很难规划未来的人工智能路线图。因此,AMD为需要AI芯片的公司提供了良好的灵活性。 许多分析师指出,取代英伟达CUDA生态系统并不容易。这对 AMD 和选择 AMD 人工智能芯片的科技公司来说是一个挑战,但最终我们会看到一些解决方法。AMD 拥有 ROCm 软件套件,并且正在大力投资改进这项技术。 微软和 Meta最近的声明将鼓励其他公司与 AMD 合作。如果他们中的任何一家不使用 AMD 的 AI 芯片,那么他们在向客户提供的定价和功能方面就会处于不利地位。因此,很有可能他们最终都会对AMD的AI芯片进行大笔投资。 其他使用人工智能芯片的科技公司也需要考虑 AMD 的人工智能芯片,因为它们可以获得更多的市场份额。英伟达和 AMD 之间就谁的芯片更好的问题存在一些来回。这是预料之中的,因为这些基准测试结果可能会影响人工智能芯片客户价值数十亿美元的购买决策。然而,比基准测试结果更重要的是微软和 Meta 已经宣布了购买 AMD 芯片的决定。这表明这些芯片足够好,可以用作英伟达昂贵的 AI","images":[{"img":"https://static.tigerbbs.com/f5afe5d74d69c7fd53c01a82b76d9b82","width":"771","height":"433"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255216671101136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}