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Sacred Rabbit
透过事情看本质
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Sacred Rabbit
02-06 22:48
[笑哭]
AI大战的双重剧本:美国在革新工具效率,中国在重塑生活范式
Sacred Rabbit
01-17
$2倍做多SMCI ETF-Graniteshares(SMCL)$
真是等的好久
Sacred Rabbit
2025-12-19
如果甲骨文短时间直接回到前高 一战封神
[开心]
Sacred Rabbit
2025-12-19
$甲骨文(ORCL)$
收购TIKTOK成功,基站获批,牛逼起飞了
Sacred Rabbit
2025-12-19
牛逼
甲骨文、银湖和阿布扎比的Mgx将共同持有TikTok美国实体的45%
Sacred Rabbit
2025-12-14
微软涨回520的概率
Redburn因AI回报担忧下调亚马逊与微软评级
Sacred Rabbit
2025-12-12
涨
华尔街机构力挺甲骨文,强调其AI业务增长潜力将远超市场预期
Sacred Rabbit
2025-12-02
马斯克当时沉思良久,说:“我们不应该试图让人活得太久,这会导致社会窒息。多数人不会改变他们的看法,直至生命的终结。如果他们不死,我们就会被旧观念束缚,社会也不会进步。”
81岁的AI老男孩,2025年最大赢家
Sacred Rabbit
2025-11-21
中国企业家 是真是全球丢人 不干正事
主播说丨特斯拉把100家中国企业告上法庭 有的只是为了追回几千块钱
Sacred Rabbit
2025-11-21
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$
妈蛋真能跌这个操蛋货
Sacred Rabbit
2025-11-19
$2x Long CRCL Daily ETF(CRCG)$
完蛋了这个的跌到30
Sacred Rabbit
2025-11-14
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$
止不住了吗?
Sacred Rabbit
2025-11-14
$2x Long CRCL Daily ETF(CRCG)$
这个ETF不会被清算吧[捂脸]
Sacred Rabbit
2025-11-14
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$
甲骨文要完了吗?这可怎么搞
Sacred Rabbit
2025-11-13
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$
直接不反弹
Sacred Rabbit
2025-11-11
$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$
迅速拉回200
Sacred Rabbit
2025-11-11
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$
没救了
Sacred Rabbit
2025-11-07
$2x Long CRCL Daily ETF(CRCG)$
应该差不多了可以补仓进场了
Sacred Rabbit
2025-11-07
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$
要不要止损离场
Sacred Rabbit
2025-11-06
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$
这是找中国人来操盘的吗?
去老虎APP查看更多动态
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206220503a484fe85&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“千问,帮我点一杯奶茶。”在腾讯的元宝红包挤满群聊和朋友圈后,阿里千问的30亿元免单计划也正式上线了,第一波福利就瞄准了奶茶这个“引流爆品”。2月6日一早,消费者向千问发送“帮我点一杯奶茶”后,就获得一张25元免单卡,可在蜜雪冰城、瑞幸咖啡、霸王茶姬等全国30多万家奶茶店使用。与往年互联网公司直接发放现金红包不同,千问这次将红包嵌入进一次完整的AI消费闭环中,策略更为巧妙。最新的消息是,截至下午4...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206220503a484fe85&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4581":"高盛持仓","09988":"阿里巴巴-W","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4543":"AI","BK4531":"中概回港概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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Store免费榜第一,排序形成“千元豆”格局。以免单形式请全国人民在春节期间吃喝玩乐,背后是阿里的整个生态。淘宝闪购、飞猪、大麦、盒马、天猫超市、支付宝等阿里生态业务也将加入千问春节攻势。据悉,此次的30亿元,在阿里历史上的春节活动中投入最大,可见其抢占AI入口的决心。通过一个个最日常、最高频的消费场景,阿里试图让用户在真实交易中开始习惯“有事找AI”。30亿请全国人民吃喝玩乐阿里千问的春节战役第一枪,选择了看起来最“轻盈”的切入点。千问将首批30亿元预算中的相当一部分投入了吃喝玩乐的实际消费场景,首波主打全国30多万家奶茶店的免单活动。据千问APP官微,第一波免单活动时间为2月6日-2月12日,更新千问APP到最新版,人人都能获得1张25元免单卡,体验AI一句话免单点奶茶。活动页面显示,春节30亿大免单的第二波将从2月13日开始,用户可领取现金红包,最高可得2888元。奶茶这个品类极具战略性:它具有高频、低客单价、情感连接强的特点,尤其适合培养年轻用户的日常使用习惯。在这次阿里的战略里,红包只是甜点,办事能力才是正餐。在点单的过程中,用户需要完成一个完整的闭环操作:打开千问APP语音或文字输入需求选择具体商品完成支付实际消费。完成后,千问“能办事”的用处也就体现出来了。而这背后,是绑定了阿里庞大的生态。早在1月15日,千问APP就已宣布接入淘宝闪购、支付宝、淘宝、飞猪、高德等阿里生态场景,实现了点外卖、购物、订机票酒店等AI全流程办事服务,一次性上线超400项AI办事功能,串起了需求表达、任务执行到支付履约的闭环。在当时的发布会上,阿里巴巴集团副总裁、千问C端事业群总裁吴嘉通过一句“帮我订40杯霸王茶姬伯牙绝弦送到发布会现场”,在不到三分钟内完成了从选品、下单到支付的整个过程,展现了千问处理真实世界复杂任务的能力。从PC时代的用户主动搜索找商品,到移动时代的“猜你喜欢”推荐购物,再到AI时代的一句话AI自动下单“帮我买”,千问APP正在开创全球AI购物的新时代。千问APP内部人士透露:“半个月前的发布,其实就是在为春节攻势做准备。市面上大部分AI助手还停留在聊天阶段,而千问希望在今年春节期间,融入到人们真实的生活消费之中。”根据交通运输部预测,2026年春运期间全国跨区域人员流动量将达到95亿人次。在这一过程中,人们的消费需求呈现出高度集中和多样化的特点,购票、订房、购物、娱乐、出行,每一个环节都是AI切入的绝佳场景。有分析认为,这种策略意在通过实质投入,培养用户形成向AI助手直接表达消费需求的新习惯。春节期间,用户可能因为一次免单体验尝试用千问购买奶茶、电影票;节后,当这一习惯被保留下来,千问便有可能成为其日常消费的优先选择。这种从工具到入口的转变,正是互联网产品价值跃迁的关键一步。这场仗,阿里有哪些优势2025年,DeepSeek凭借其突破性的深度思考能力,成为AI技术进化的标志性符号,引发了广泛讨论。而2026年,AI技术的焦点正从“能聊天”转向“能办事”。业内普遍预期,未来通用型AI Agent能够聚合更多垂类应用,每个用户或许只需要少数几个AI Agent就能满足所有线上需求。这意味着,互联网时代的流量入口格局或将被打破,抢占AI时代的流量入口就是掌握未来十年数字流量的分发权。这也是各大互联网公司纷纷加码春节AI竞争的原因所在。阿里之外,腾讯元宝投入10亿主打社交裂变,试图重现2015年微信红包普及的辉煌;百度文心在百度App内嵌AI功能,以5亿红包吸引用户体验;字节跳动则拿下央视春晚独家AI云合作伙伴席位,借助豆包深度嵌入晚会互动。花旗预计,在一系列新春推广活动后,中国AI助手应用采用将快速推进。中航证券指出,大模型进入智能体执行时代,AI应用落地与政策支持共振加速,国内外大模型能力从“内容生成”跃迁至“流程代理”,技术范式跃迁与商业价值转化正同步加速。AI超Agent时代正在加速到来,在中国AI三强热闹的春节大战之外,美国AI圈也上演着相似的剧情。近期,Anthropic推出Claude 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文、银湖和阿布扎比的Mgx将共同持有TikTok美国实体的45%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-12-19 06:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>甲骨文、银湖以及阿布扎比的Mgx将共同持有TikTok美国实体45%的股份。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0068578508.USD":"First Eagle 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href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>(AMZN)下跌4.1%,<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>(MSFT)下跌下跌2.6%,此前Redburn因AI回报担忧下调了这两家公司的评级。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Redburn因AI回报担忧下调亚马逊与微软评级</title>\n<style 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href=\"https://finance.sina.com.cn/stock/usstock/c/2025-11-19/doc-infxwksm4076484.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-19/doc-infxwksm4076484.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2584963056","content_text":"美股周二尾盘,亚马逊(AMZN)下跌4.1%,微软(MSFT)下跌下跌2.6%,此前Redburn因AI回报担忧下调了这两家公司的评级。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","news_type":1,"symbols_score_info":{"AMZN":1.5,"MSFT":1.5}},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510064131285896,"gmtCreate":1765540311476,"gmtModify":1765540313936,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred 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03:44","market":"hk","language":"zh","title":"华尔街机构力挺甲骨文,强调其AI业务增长潜力将远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2590125515","media":"智通财经","summary":"智通财经APP获悉,周四,尽管甲骨文公布的季度业绩喜忧参半并导致股价大跌逾14%,多家华尔街机构为这家IT巨头站台,强调公司在人工智能业务上的增长潜力将远超市场预期。甲骨文本季度RPO达到5230亿美元,显著高于华尔街此前预计的5000亿美元。甲骨文在财报中重申2026财年收入指引为670亿美元,与市场一致。他指出,甲骨文实际需要融资的规模可能远低于外界传闻的1000亿美元。","content":"<html><head></head><body><p>周四,尽管<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公布的季度业绩喜忧参半并导致股价大跌逾14%,多家华尔街机构为这家IT巨头站台,强调公司在人工智能业务上的增长潜力将远超市场预期。受甲骨文股价大幅下挫影响,<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等一众AI相关科技股同时承压。</p><p>Wedbush Securities分析师Dan Ives表示,投资者不应过度关注略低于预期的营收,而应关注公司账面上的“剩余履约义务”(RPO)规模。甲骨文本季度RPO达到5230亿美元,显著高于华尔街此前预计的5000亿美元。Ives指出,本季度新增RPO达690亿美元,而前几个季度分别仅为80亿美元、330亿美元和20亿美元。“这是我们最关注的核心指标,而不是本季度或下季度的营收表现,”他在报告中写道,“从长期看,这些AI相关的积压订单将在未来几年转化为惊人的收入增长:2026财年有望实现17%以上增长,2027财年约35%,2028财年更可达到约45%。”</p><p>甲骨文在财报中重申2026财年收入指引为670亿美元,与市场一致。公司管理层在电话会上表示,新增的大规模RPO将在未来逐步货币化,并在较短时间内转化为营收。公司预计2027财年可额外贡献约40亿美元收入。</p><p>针对市场担忧甲骨文为扩展AI算力与数据中心能力可能需要筹集巨额债务,Ives称这些忧虑被夸大。他指出,甲骨文实际需要融资的规模可能远低于外界传闻的1000亿美元。“从我们的角度看,这属于‘高质量烦恼’,因为需求太强劲了,这是公司在AI浪潮中必须处理的挑战。”</p><p><a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>分析师Stefan Slowinski也持类似观点,并表示甲骨文本季度的表现,尤其是云基础设施(OCI)收入,让市场松了一口气。他指出,即便市场担心关键数据中心Abilene出现建设延迟,但本季度OCI以固定汇率计算实现66%的增长,表现超过预期。他补充称,受资本开支激增(本季度达到120亿美元,比市场预期高46%)影响,自由现金流降至-100亿美元,但这反映出OCI扩张的投入力度强劲,且并未看到数据中心建设延误迹象。</p><p>Slowinski给予甲骨文“买入”评级,并维持290美元的目标价。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街机构力挺甲骨文,强调其AI业务增长潜力将远超市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街机构力挺甲骨文,强调其AI业务增长潜力将远超市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 03:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1380633.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四,尽管甲骨文公布的季度业绩喜忧参半并导致股价大跌逾14%,多家华尔街机构为这家IT巨头站台,强调公司在人工智能业务上的增长潜力将远超市场预期。受甲骨文股价大幅下挫影响,微软、英伟达、AMD等一众AI相关科技股同时承压。Wedbush Securities分析师Dan Ives表示,投资者不应过度关注略低于预期的营收,而应关注公司账面上的“剩余履约义务”(RPO)规模。甲骨文本季度RPO达到...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1380633.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"http://www.zhitongcaijing.com/content/detail/1380633.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590125515","content_text":"周四,尽管甲骨文公布的季度业绩喜忧参半并导致股价大跌逾14%,多家华尔街机构为这家IT巨头站台,强调公司在人工智能业务上的增长潜力将远超市场预期。受甲骨文股价大幅下挫影响,微软、英伟达、AMD等一众AI相关科技股同时承压。Wedbush Securities分析师Dan Ives表示,投资者不应过度关注略低于预期的营收,而应关注公司账面上的“剩余履约义务”(RPO)规模。甲骨文本季度RPO达到5230亿美元,显著高于华尔街此前预计的5000亿美元。Ives指出,本季度新增RPO达690亿美元,而前几个季度分别仅为80亿美元、330亿美元和20亿美元。“这是我们最关注的核心指标,而不是本季度或下季度的营收表现,”他在报告中写道,“从长期看,这些AI相关的积压订单将在未来几年转化为惊人的收入增长:2026财年有望实现17%以上增长,2027财年约35%,2028财年更可达到约45%。”甲骨文在财报中重申2026财年收入指引为670亿美元,与市场一致。公司管理层在电话会上表示,新增的大规模RPO将在未来逐步货币化,并在较短时间内转化为营收。公司预计2027财年可额外贡献约40亿美元收入。针对市场担忧甲骨文为扩展AI算力与数据中心能力可能需要筹集巨额债务,Ives称这些忧虑被夸大。他指出,甲骨文实际需要融资的规模可能远低于外界传闻的1000亿美元。“从我们的角度看,这属于‘高质量烦恼’,因为需求太强劲了,这是公司在AI浪潮中必须处理的挑战。”法国巴黎银行分析师Stefan Slowinski也持类似观点,并表示甲骨文本季度的表现,尤其是云基础设施(OCI)收入,让市场松了一口气。他指出,即便市场担心关键数据中心Abilene出现建设延迟,但本季度OCI以固定汇率计算实现66%的增长,表现超过预期。他补充称,受资本开支激增(本季度达到120亿美元,比市场预期高46%)影响,自由现金流降至-100亿美元,但这反映出OCI扩张的投入力度强劲,且并未看到数据中心建设延误迹象。Slowinski给予甲骨文“买入”评级,并维持290美元的目标价。","news_type":1,"symbols_score_info":{"ORCL":1.98}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506497367454712,"gmtCreate":1764687264208,"gmtModify":1764687266749,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"title":"","htmlText":"马斯克当时沉思良久,说:“我们不应该试图让人活得太久,这会导致社会窒息。多数人不会改变他们的看法,直至生命的终结。如果他们不死,我们就会被旧观念束缚,社会也不会进步。” ","listText":"马斯克当时沉思良久,说:“我们不应该试图让人活得太久,这会导致社会窒息。多数人不会改变他们的看法,直至生命的终结。如果他们不死,我们就会被旧观念束缚,社会也不会进步。” ","text":"马斯克当时沉思良久,说:“我们不应该试图让人活得太久,这会导致社会窒息。多数人不会改变他们的看法,直至生命的终结。如果他们不死,我们就会被旧观念束缚,社会也不会进步。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506497367454712","repostId":"1170430470","repostType":2,"repost":{"id":"1170430470","kind":"news","pubTimestamp":1764637102,"share":"https://www.laohu8.com/m/news/1170430470?lang=zh_CN&edition=full","pubTime":"2025-12-02 08:58","market":"us","language":"zh","title":"81岁的AI老男孩,2025年最大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1170430470","media":"吴晓波频道","summary":"当天,其持股40%的甲骨文股价大涨35%,创下1992年以来最大涨幅。不过,2025年,去年还是世界富豪榜第五名的拉里·埃里森有望角逐前三名几成定局。在关键时刻,81岁的埃里森会利用自身的影响力和人际关系,在激烈的竞争中,力争占据领先地位。9月10日,甲骨文股价创下自1992年12月以来最大单日涨幅,持股40%的埃里森身家随之飙升至3930亿美元,短暂超越马斯克,成为全球首富。生母年仅19岁便未婚产子。","content":"<html><head></head><body><p>编者按:9月10日,世界首富的排名出现了一丝小波动。54岁的马斯克,被老友,且年龄足以当自己父亲的81岁的拉里·埃里森短暂超过,惊动世界。</p><p>尽管埃里森多年来,一直都稳定出现在世界富豪榜前十名,但却是第一次如此靠近王座。当天,其持股40%的甲骨文股价大涨35%,创下1992年以来最大涨幅。</p><p>9月10日,网传TikTok的归属将于当周尘埃落定——甲骨文(Oracle)将会成为TikTok的安全提供方,并将独立地监控和确保TikTok所有在美业务的安全。9月底,该行政命令经特朗普签署正式落地生效,甲骨文的股价还在突如其来的涨幅中震荡消化。</p><p>不过,2025年,去年还是世界富豪榜第五名的拉里·埃里森有望角逐前三名几成定局。在短暂登顶全球富豪榜后,他在第二名的位置上呆了70余天,直至11月25日被反超,位列第三。目前的第二名,是谷歌的联合创始人。</p><p>错过了云与AI,他一手创立的数据库公司甲骨文早已不是一家性感的公司,被排除在美股七姐妹之外,但如今“老男孩”似乎又被委以重任。</p><p>一方面作为特朗普好友的身份,特朗普盛赞他是“一位惊人的企业家,成为一切的CEO”。另一方面,今年以来,埃里森在一些重要场合频频露面。</p><p>年初,特朗普发布价值5000亿美元规模的人工智能基础设施投资项目“星际之门”,登场的除了意料之中 OpenAI CEO山姆·奥特曼、软银集团会长孙正义,埃里森也在其中。美国经济杂志《财富》评价说:“意想不到的埃里森回来了。”</p><p>2月,世界政府迪拜峰会上,他坚称人工智能很快将“全面”改变地球上每个人的生活,并呼吁将有关人口健康、农业、基础设施、采购和边境的零散数据集应该统一到一个单一、安全的数据库中,供人工智能模型访问。</p><p>这位MBTI为ENTJ的硅谷活化石,不仅见证了硅谷的过去与现在,还依旧试图主宰着未来的科技潮流。谨以一篇小文,聊聊这位昔日的硅谷怪人,如今的AI“老男孩”。</p><p><strong><em>“有人问曾马斯克,谁是他见过的最聪明的人。马斯克脱口而出:‘拉里·埃里森绝对算一个,他是我见过的最顶尖的天才之一。’”</em></strong></p><p style=\"text-align: justify;\">去年,全球排名前十的富豪里,有三位在硅谷某个餐厅吃饭。他们分别是马斯克、甲骨文创始人拉里·埃里森、英伟达CEO黄仁勋。</p><p style=\"text-align: justify;\">餐桌的氛围有那么一丝“卑微”。</p><p style=\"text-align: justify;\">据埃里森回忆,在饭桌上,他和马斯克不断恳求黄仁勋:“请收下我们的钱,多收一点吧,你收得不够多。”最终,两人都买到了此轮科技革命的关键硬件。</p><p style=\"text-align: justify;\">在关键时刻,81岁的埃里森会利用自身的影响力和人际关系,在激烈的竞争中,力争占据领先地位。</p><p style=\"text-align: justify;\">作为一家老牌的软件公司,甲骨文曾在云计算战争中,输给了亚马逊和微软,但如今,它凭借与OpenAI等AI巨头签订的大额订单实现了逆袭。</p><p style=\"text-align: justify;\">公司最新的财报显示,公司的剩余履约义务(RPO,客户已签约但尚未计入收入的合同)金额为4550亿美元,同比增长超四倍。9月10日,甲骨文股价创下自1992年12月以来最大单日涨幅,持股40%的埃里森身家随之飙升至3930亿美元,短暂超越马斯克,成为全球首富。截止发稿,据彭博亿万富翁指数,埃里森身价2600亿美元,位居世界第三。</p><p style=\"text-align: justify;\">埃里森就像是硅谷的活化石,不仅见证了硅谷的过去与现在,还依旧试图主宰着未来的科技潮流。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd030ac80bc61fc219185e395275648\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"598\"/></p><p style=\"text-align: justify;\">1944年8月,二战结束的前一年,埃里森在纽约出生。</p><p style=\"text-align: justify;\">生母年仅19岁便未婚产子。埃里森九个月大时罹患肺炎,被送往芝加哥南区由姨父母收养,且终生未知生父身份。2018年,他在接受福克斯商业频道采访时坦言:“我拥有成功所需的一切不利条件。”</p><p style=\"text-align: justify;\">1962年,他考上了伊利诺伊大学香槟分校。家人希望他读医学专业,将来好出人头地,但他内心对医学提不起丝毫兴趣。在他眼里,解剖课是一种变态的、毫无意义的心理折磨。2年后,养母去世,他深受打击,没有参加期末考试,中途退学。他深敬养母,却与养父势同水火,后者屡屡断言他“注定碌碌无为”。</p><p style=\"text-align: justify;\">1966年他转赴芝加哥大学求学,他在这里第一次接触了计算机。因为对编程兴趣远超课堂学习,于是再次主动辍学。</p><p style=\"text-align: justify;\">接着,他就搬到加州硅谷,辗转各种公司,开始了作为程序员和技术员的职业生涯。那时的硅谷以半导体、硬盘、微处理器为核心产业,软件公司还在萌芽,嬉皮士文化与工程师精神交织,既有反主流的自由气质,还在孕育追求颠覆的技术冲动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6133f714516ff8e5f4518f813b33ce43\" alt=\"年轻时的埃里森\" title=\"年轻时的埃里森\" tg-width=\"660\" tg-height=\"435\"/><span>年轻时的埃里森</span></p><p style=\"text-align: justify;\">他已经步入第一段婚姻,工作刚起步,收入不高,但却沉迷于大自然,兼职河流向导和攀岩教练。</p><p style=\"text-align: justify;\">多年后,他在大学的一次演讲里说,妻子觉得他在虚度光阴,劝他要么全职做程序员,要么回大学完成学业。他妥协了,回到了校园,却一头扎进帆船课,还打算买艘船。妻子怒斥他胸无大志,离婚收场。</p><p style=\"text-align: justify;\">“这是我人生中的关键时刻。”埃里森说。</p><p style=\"text-align: justify;\">因未学医而辜负家人,又因缺乏雄心而失去婚姻,他总是在扮演一个令人失望的角色。但他说自己醒悟了,不再把别人的梦想错当成自己的梦想,要为自己而活。</p><p style=\"text-align: justify;\">他买了艘帆船,养了一只猫咪,住在了海边的码头。当然,他还在从事着编程工作。在此期间,他为中央情报局开发了一个名为"甲骨文"的数据库项目。</p><p style=\"text-align: justify;\">受IBM关系数据库论文启发,埃里森与另外几人决定创业,想赶在IBM之前做出商用产品。他们自筹2000美元启动资金,后又获得中情局5万美元合同,使公司得以站稳脚跟。几年后公司获得红杉资本投资,并更名为甲骨文。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44d96706a5a2ba3186c582c40532dd88\" alt=\"埃里森早期创业团队\" title=\"埃里森早期创业团队\" tg-width=\"577\" tg-height=\"343\"/><span>埃里森早期创业团队</span></p><p style=\"text-align: justify;\">公司早期的核心产品也叫甲骨文,这是最早使用结构化查询语言(SQL)的商业关系型数据库程序。简单说,它可以帮助企业有条理地存储、管理和快速查询海量的数据信息。</p><p style=\"text-align: justify;\">真正让公司起飞的是埃里森的一个决定:重写主力产品,让它能适配所有电脑系统(也就是“可移植”)。他招来一群嚣张的年轻人拼命推销,到80年代中期,甲骨文已是硅谷最成功的创业公司,停车场里停满了员工的保时捷和宝马。1986年公司IPO,比微软早了一天。 </p><p style=\"text-align: justify;\">埃里森因其商业头脑和技术远见而受到称赞。有人问曾马斯克,谁是他见过的最聪明的人。马斯克脱口而出:“拉里·埃里森绝对算一个,他是我见过的最顶尖的天才之一。”但埃里森以及其高管团队激进的商业竞争策略也招致了批评,在某些时刻,差点毁掉了甲骨文。</p><p style=\"text-align: justify;\">上市的第四年,甲骨文爆发的一起重大会计丑闻,几乎导致公司破产。</p><p style=\"text-align: justify;\">甲骨文的销售团队让客户提前支付大量的软件费用,并把这些未来的收入算作当前的收入。但客户并没有按预期购买那么多软件,结果甲骨文的财务报表就变得不真实。当这些未来的收入没有兑现时,甲骨文不得不修改之前的财务报表,此举导致股价大跌,甚至面临股东的诉讼。</p><p style=\"text-align: justify;\">NYT当时的报道称,甲骨文一个季度“利润虚报幅度高达111%;而紧随其后的下一季度,这一数字更是达到了152%”。</p><p style=\"text-align: justify;\">“甲骨文是由一群青少年经营的,”埃里森说,“这包括我自己。”《名利场》杂志称,这件事让埃里森彻底改变,他开始像小孩学单词那样恶补财务知识,比如资产负债表是什么。他会三句话里反复念叨术语,甚至用错或念错,全靠董事耐心纠正。</p><p style=\"text-align: justify;\">随后数月,甲骨文即将破产或被出售的流言四起。埃里森不得不裁员、支付巨额和解费,并且公司还被罚款。他通过改进财务管理和加强高层团队,逐渐恢复了市场的信任,重新开始稳步发展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ad6ee783719e01a2e5818a18c6918cd\" alt=\"埃里森在甲骨文全球大会上演讲\" title=\"埃里森在甲骨文全球大会上演讲\" tg-width=\"1024\" tg-height=\"683\"/><span>埃里森在甲骨文全球大会上演讲</span></p><p>在2000年,甲骨文与微软的竞争日趋白热化。当时微软正面临反垄断官司,甲骨文被曝雇佣侦探公司窃取微软支持的团体“竞争技术协会”的垃圾邮件,试图揭露微软的不当行为。还有传言说,侦探甚至试图贿赂清洁工,获取该协会的垃圾,以获取潜在的微软“黑料”。</p><p style=\"text-align: justify;\">针对这种做法引起的争议,埃里森却说,这是“公民义务”。</p><p style=\"text-align: justify;\">埃里森与比尔·盖茨的早期竞争中,网络计算机(Network Computer,简称NC) 概念是一个焦点。</p><p style=\"text-align: justify;\">埃里森在1996年提到的NC,主张将计算和数据存储集中在网络服务器上,而不是依赖昂贵的本地计算机。微软则推动 Windows PC的普及,强调本地计算能力。虽然当时的互联网基础设施不足以支撑NC,但它的理念和云计算的思路非常相似,即通过网络提供计算和存储资源。</p><p style=\"text-align: justify;\">概念虽早,行动却晚。多年来,甲骨文公司的数据库在政府与企业IT系统中占据核心地位,直到2010年以后,它才加大对云计算的投入。云市场被亚马逊、微软、谷歌瓜分。长期处于追赶者位置的甲骨文,也采取了激进收购、产品调整等转型措施,试图缩小差距。2010至2020年这10年间,它斥资超300亿美元展开并购。</p><p style=\"text-align: justify;\">值得一提的是,2014年埃里森辞去CEO一职,仅出任CTO,但他从未退出过自己建立的王国,其手中持有甲骨文41%的股票,且持股时间已超过25年。</p><p style=\"text-align: justify;\">今年初,埃里森与OpenAI的CEO奥特曼出现在白宫,为名叫“星际之门”的巨型AI基础设施项目揭幕。最近有消息称,OpenAI在未来5年,将向甲骨文采购3000亿美元的算力资源。凭借AI巨头对云计算资源的庞大需求,甲骨文跃升为AI的重要供应商,这也是助推埃里森冲向全球首富的关键因素之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da4a1fa1007b20aaffc826933a0726d1\" alt=\"埃里森和奥特曼在白宫\" title=\"埃里森和奥特曼在白宫\" tg-width=\"734\" tg-height=\"509\"/><span>埃里森和奥特曼在白宫</span></p><p style=\"text-align: left;\">另一个助力是Tiktok。最新的消息称,甲骨文是美国版TikTok的投资方之一,TikTok的数据将会被安置在甲骨文,并接受监管。</p><p style=\"text-align: justify;\">“人工智能的重要性远超工业革命、电力以及此前所有技术变革。”2月份,埃里森在迪拜峰会上告诉英国前首相布莱尔。</p><p style=\"text-align: justify;\">人工智能的红利之外,埃里森还有传媒。埃里森的儿子在近期以80亿美元拿下派拉蒙与CBS后,正积极对这两大媒体进行改革。而多方消息也显示,他还在筹备对华纳(旗下包括CNN)发起规模更为庞大的收购计划。 </p><p style=\"text-align: justify;\">这数十年来,在硅谷高管圈里,埃里森堪称“最会玩”的代表:豪掷2亿美元建造日式皇家别墅;买下夏威夷第六大岛屿;操办帆船比赛;在巨型游艇甲板建造篮球场,并专门安排一艘快艇负责捡回投偏入海的球;1990年徒手冲浪与1998年航海赛事风暴两次让他濒临死亡;不仅收藏两架战斗机,更曾与其他人在太平洋上空展开模拟空战。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96968f7db15f4d56bffe50a053cd8b49\" alt=\"埃里森创办赛事SailGP\" title=\"埃里森创办赛事SailGP\" tg-width=\"550\" tg-height=\"366\"/><span>埃里森创办赛事SailGP</span></p><p style=\"text-align: left;\">这是一个年逾八十但生命力依旧活跃的男人。他以永不枯竭的热情,去恋爱、结婚又离婚。2024年,他迎娶了第六任妻子朱乔琳。朱乔琳生于中国沈阳,是个90后,比埃里森小47岁。</p><p style=\"text-align: justify;\">早在1997年,《名利场》杂志就提到一个有意思的细节。埃里森参加一档综艺节目时说:“还没找到合适的女人来填补生活中的空虚。”随后,甲骨文的电话被女观众打到瘫痪,于是公司流传了一个段子,以后电话语音提示得改成:买数据库请按1,谈合作请按2,想抚慰埃里森孤独心灵的请按3。</p><p style=\"text-align: justify;\">他与第三任妻子生下的一儿一女,各自创办了影视公司,并出品了多部好莱坞大片。</p><p style=\"text-align: justify;\">他还与一些硅谷的大佬建立了友谊。</p><p style=\"text-align: justify;\">他投资了特斯拉,马斯克2022年收购推特需融资440亿美元时,他站出来撑场。直接发短信给马斯克说:“我出十亿……或者你说个数也行!”有记者嘲讽马斯克,他就反驳:“马斯克都能让火箭回收,你记者又算老几?”</p><p style=\"text-align: justify;\">他跟乔布斯是邻居,两人多次一起散步,乔布斯的皮克斯动画推出电影《玩具总动员》,乔布斯让他观看了73个版本。乔布斯被赶出公司后,苹果公司每况愈下,他就准备筹钱收购苹果,借此让乔布斯回归。</p><p style=\"text-align: justify;\">2011年乔布斯因胰腺癌去世后,埃里森显著增加了疾病研究的投入:2016年捐资2亿美金创立南加大埃里森医学研究所;近年又承诺投入12.5亿美元在牛津成立科技研究所,开展免疫系统测绘等前沿项目;并主导了几家健康公司的投资。</p><p style=\"text-align: justify;\">埃里森在2024年甲骨文健康大会上说明283亿美元收购塞纳的理由:医疗已成“马斯克唯一剩下的空白领域——太空、清洁能源和电动车都让他占先了”。他一心想活得更久,为此给抗衰老研究捐了好几亿。他早年跟传记作家说过:“死这事儿我想不通,人怎么说没就没了?”</p><p style=\"text-align: justify;\">但他的老友马斯克曾被问到为什么不研究长寿技术时,马斯克当时沉思良久,说:“我们不应该试图让人活得太久,这会导致社会窒息。多数人不会改变他们的看法,直至生命的终结。如果他们不死,我们就会被旧观念束缚,社会也不会进步。”</p></body></html>","source":"lsy1570581036770","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>81岁的AI老男孩,2025年最大赢家</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n81岁的AI老男孩,2025年最大赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 08:58 北京时间 <a href=https://mp.weixin.qq.com/s/TlK30U_rRfc2IhTOJNIjXg><strong>吴晓波频道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:9月10日,世界首富的排名出现了一丝小波动。54岁的马斯克,被老友,且年龄足以当自己父亲的81岁的拉里·埃里森短暂超过,惊动世界。尽管埃里森多年来,一直都稳定出现在世界富豪榜前十名,但却是第一次如此靠近王座。当天,其持股40%的甲骨文股价大涨35%,创下1992年以来最大涨幅。9月10日,网传TikTok的归属将于当周尘埃落定——甲骨文(Oracle)将会成为TikTok的安全提供方,并将...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/TlK30U_rRfc2IhTOJNIjXg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ad6ee783719e01a2e5818a18c6918cd","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://mp.weixin.qq.com/s/TlK30U_rRfc2IhTOJNIjXg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170430470","content_text":"编者按:9月10日,世界首富的排名出现了一丝小波动。54岁的马斯克,被老友,且年龄足以当自己父亲的81岁的拉里·埃里森短暂超过,惊动世界。尽管埃里森多年来,一直都稳定出现在世界富豪榜前十名,但却是第一次如此靠近王座。当天,其持股40%的甲骨文股价大涨35%,创下1992年以来最大涨幅。9月10日,网传TikTok的归属将于当周尘埃落定——甲骨文(Oracle)将会成为TikTok的安全提供方,并将独立地监控和确保TikTok所有在美业务的安全。9月底,该行政命令经特朗普签署正式落地生效,甲骨文的股价还在突如其来的涨幅中震荡消化。不过,2025年,去年还是世界富豪榜第五名的拉里·埃里森有望角逐前三名几成定局。在短暂登顶全球富豪榜后,他在第二名的位置上呆了70余天,直至11月25日被反超,位列第三。目前的第二名,是谷歌的联合创始人。错过了云与AI,他一手创立的数据库公司甲骨文早已不是一家性感的公司,被排除在美股七姐妹之外,但如今“老男孩”似乎又被委以重任。一方面作为特朗普好友的身份,特朗普盛赞他是“一位惊人的企业家,成为一切的CEO”。另一方面,今年以来,埃里森在一些重要场合频频露面。年初,特朗普发布价值5000亿美元规模的人工智能基础设施投资项目“星际之门”,登场的除了意料之中 OpenAI CEO山姆·奥特曼、软银集团会长孙正义,埃里森也在其中。美国经济杂志《财富》评价说:“意想不到的埃里森回来了。”2月,世界政府迪拜峰会上,他坚称人工智能很快将“全面”改变地球上每个人的生活,并呼吁将有关人口健康、农业、基础设施、采购和边境的零散数据集应该统一到一个单一、安全的数据库中,供人工智能模型访问。这位MBTI为ENTJ的硅谷活化石,不仅见证了硅谷的过去与现在,还依旧试图主宰着未来的科技潮流。谨以一篇小文,聊聊这位昔日的硅谷怪人,如今的AI“老男孩”。“有人问曾马斯克,谁是他见过的最聪明的人。马斯克脱口而出:‘拉里·埃里森绝对算一个,他是我见过的最顶尖的天才之一。’”去年,全球排名前十的富豪里,有三位在硅谷某个餐厅吃饭。他们分别是马斯克、甲骨文创始人拉里·埃里森、英伟达CEO黄仁勋。餐桌的氛围有那么一丝“卑微”。据埃里森回忆,在饭桌上,他和马斯克不断恳求黄仁勋:“请收下我们的钱,多收一点吧,你收得不够多。”最终,两人都买到了此轮科技革命的关键硬件。在关键时刻,81岁的埃里森会利用自身的影响力和人际关系,在激烈的竞争中,力争占据领先地位。作为一家老牌的软件公司,甲骨文曾在云计算战争中,输给了亚马逊和微软,但如今,它凭借与OpenAI等AI巨头签订的大额订单实现了逆袭。公司最新的财报显示,公司的剩余履约义务(RPO,客户已签约但尚未计入收入的合同)金额为4550亿美元,同比增长超四倍。9月10日,甲骨文股价创下自1992年12月以来最大单日涨幅,持股40%的埃里森身家随之飙升至3930亿美元,短暂超越马斯克,成为全球首富。截止发稿,据彭博亿万富翁指数,埃里森身价2600亿美元,位居世界第三。埃里森就像是硅谷的活化石,不仅见证了硅谷的过去与现在,还依旧试图主宰着未来的科技潮流。1944年8月,二战结束的前一年,埃里森在纽约出生。生母年仅19岁便未婚产子。埃里森九个月大时罹患肺炎,被送往芝加哥南区由姨父母收养,且终生未知生父身份。2018年,他在接受福克斯商业频道采访时坦言:“我拥有成功所需的一切不利条件。”1962年,他考上了伊利诺伊大学香槟分校。家人希望他读医学专业,将来好出人头地,但他内心对医学提不起丝毫兴趣。在他眼里,解剖课是一种变态的、毫无意义的心理折磨。2年后,养母去世,他深受打击,没有参加期末考试,中途退学。他深敬养母,却与养父势同水火,后者屡屡断言他“注定碌碌无为”。1966年他转赴芝加哥大学求学,他在这里第一次接触了计算机。因为对编程兴趣远超课堂学习,于是再次主动辍学。接着,他就搬到加州硅谷,辗转各种公司,开始了作为程序员和技术员的职业生涯。那时的硅谷以半导体、硬盘、微处理器为核心产业,软件公司还在萌芽,嬉皮士文化与工程师精神交织,既有反主流的自由气质,还在孕育追求颠覆的技术冲动。年轻时的埃里森他已经步入第一段婚姻,工作刚起步,收入不高,但却沉迷于大自然,兼职河流向导和攀岩教练。多年后,他在大学的一次演讲里说,妻子觉得他在虚度光阴,劝他要么全职做程序员,要么回大学完成学业。他妥协了,回到了校园,却一头扎进帆船课,还打算买艘船。妻子怒斥他胸无大志,离婚收场。“这是我人生中的关键时刻。”埃里森说。因未学医而辜负家人,又因缺乏雄心而失去婚姻,他总是在扮演一个令人失望的角色。但他说自己醒悟了,不再把别人的梦想错当成自己的梦想,要为自己而活。他买了艘帆船,养了一只猫咪,住在了海边的码头。当然,他还在从事着编程工作。在此期间,他为中央情报局开发了一个名为\"甲骨文\"的数据库项目。受IBM关系数据库论文启发,埃里森与另外几人决定创业,想赶在IBM之前做出商用产品。他们自筹2000美元启动资金,后又获得中情局5万美元合同,使公司得以站稳脚跟。几年后公司获得红杉资本投资,并更名为甲骨文。埃里森早期创业团队公司早期的核心产品也叫甲骨文,这是最早使用结构化查询语言(SQL)的商业关系型数据库程序。简单说,它可以帮助企业有条理地存储、管理和快速查询海量的数据信息。真正让公司起飞的是埃里森的一个决定:重写主力产品,让它能适配所有电脑系统(也就是“可移植”)。他招来一群嚣张的年轻人拼命推销,到80年代中期,甲骨文已是硅谷最成功的创业公司,停车场里停满了员工的保时捷和宝马。1986年公司IPO,比微软早了一天。 埃里森因其商业头脑和技术远见而受到称赞。有人问曾马斯克,谁是他见过的最聪明的人。马斯克脱口而出:“拉里·埃里森绝对算一个,他是我见过的最顶尖的天才之一。”但埃里森以及其高管团队激进的商业竞争策略也招致了批评,在某些时刻,差点毁掉了甲骨文。上市的第四年,甲骨文爆发的一起重大会计丑闻,几乎导致公司破产。甲骨文的销售团队让客户提前支付大量的软件费用,并把这些未来的收入算作当前的收入。但客户并没有按预期购买那么多软件,结果甲骨文的财务报表就变得不真实。当这些未来的收入没有兑现时,甲骨文不得不修改之前的财务报表,此举导致股价大跌,甚至面临股东的诉讼。NYT当时的报道称,甲骨文一个季度“利润虚报幅度高达111%;而紧随其后的下一季度,这一数字更是达到了152%”。“甲骨文是由一群青少年经营的,”埃里森说,“这包括我自己。”《名利场》杂志称,这件事让埃里森彻底改变,他开始像小孩学单词那样恶补财务知识,比如资产负债表是什么。他会三句话里反复念叨术语,甚至用错或念错,全靠董事耐心纠正。随后数月,甲骨文即将破产或被出售的流言四起。埃里森不得不裁员、支付巨额和解费,并且公司还被罚款。他通过改进财务管理和加强高层团队,逐渐恢复了市场的信任,重新开始稳步发展。埃里森在甲骨文全球大会上演讲在2000年,甲骨文与微软的竞争日趋白热化。当时微软正面临反垄断官司,甲骨文被曝雇佣侦探公司窃取微软支持的团体“竞争技术协会”的垃圾邮件,试图揭露微软的不当行为。还有传言说,侦探甚至试图贿赂清洁工,获取该协会的垃圾,以获取潜在的微软“黑料”。针对这种做法引起的争议,埃里森却说,这是“公民义务”。埃里森与比尔·盖茨的早期竞争中,网络计算机(Network Computer,简称NC) 概念是一个焦点。埃里森在1996年提到的NC,主张将计算和数据存储集中在网络服务器上,而不是依赖昂贵的本地计算机。微软则推动 Windows PC的普及,强调本地计算能力。虽然当时的互联网基础设施不足以支撑NC,但它的理念和云计算的思路非常相似,即通过网络提供计算和存储资源。概念虽早,行动却晚。多年来,甲骨文公司的数据库在政府与企业IT系统中占据核心地位,直到2010年以后,它才加大对云计算的投入。云市场被亚马逊、微软、谷歌瓜分。长期处于追赶者位置的甲骨文,也采取了激进收购、产品调整等转型措施,试图缩小差距。2010至2020年这10年间,它斥资超300亿美元展开并购。值得一提的是,2014年埃里森辞去CEO一职,仅出任CTO,但他从未退出过自己建立的王国,其手中持有甲骨文41%的股票,且持股时间已超过25年。今年初,埃里森与OpenAI的CEO奥特曼出现在白宫,为名叫“星际之门”的巨型AI基础设施项目揭幕。最近有消息称,OpenAI在未来5年,将向甲骨文采购3000亿美元的算力资源。凭借AI巨头对云计算资源的庞大需求,甲骨文跃升为AI的重要供应商,这也是助推埃里森冲向全球首富的关键因素之一。埃里森和奥特曼在白宫另一个助力是Tiktok。最新的消息称,甲骨文是美国版TikTok的投资方之一,TikTok的数据将会被安置在甲骨文,并接受监管。“人工智能的重要性远超工业革命、电力以及此前所有技术变革。”2月份,埃里森在迪拜峰会上告诉英国前首相布莱尔。人工智能的红利之外,埃里森还有传媒。埃里森的儿子在近期以80亿美元拿下派拉蒙与CBS后,正积极对这两大媒体进行改革。而多方消息也显示,他还在筹备对华纳(旗下包括CNN)发起规模更为庞大的收购计划。 这数十年来,在硅谷高管圈里,埃里森堪称“最会玩”的代表:豪掷2亿美元建造日式皇家别墅;买下夏威夷第六大岛屿;操办帆船比赛;在巨型游艇甲板建造篮球场,并专门安排一艘快艇负责捡回投偏入海的球;1990年徒手冲浪与1998年航海赛事风暴两次让他濒临死亡;不仅收藏两架战斗机,更曾与其他人在太平洋上空展开模拟空战。埃里森创办赛事SailGP这是一个年逾八十但生命力依旧活跃的男人。他以永不枯竭的热情,去恋爱、结婚又离婚。2024年,他迎娶了第六任妻子朱乔琳。朱乔琳生于中国沈阳,是个90后,比埃里森小47岁。早在1997年,《名利场》杂志就提到一个有意思的细节。埃里森参加一档综艺节目时说:“还没找到合适的女人来填补生活中的空虚。”随后,甲骨文的电话被女观众打到瘫痪,于是公司流传了一个段子,以后电话语音提示得改成:买数据库请按1,谈合作请按2,想抚慰埃里森孤独心灵的请按3。他与第三任妻子生下的一儿一女,各自创办了影视公司,并出品了多部好莱坞大片。他还与一些硅谷的大佬建立了友谊。他投资了特斯拉,马斯克2022年收购推特需融资440亿美元时,他站出来撑场。直接发短信给马斯克说:“我出十亿……或者你说个数也行!”有记者嘲讽马斯克,他就反驳:“马斯克都能让火箭回收,你记者又算老几?”他跟乔布斯是邻居,两人多次一起散步,乔布斯的皮克斯动画推出电影《玩具总动员》,乔布斯让他观看了73个版本。乔布斯被赶出公司后,苹果公司每况愈下,他就准备筹钱收购苹果,借此让乔布斯回归。2011年乔布斯因胰腺癌去世后,埃里森显著增加了疾病研究的投入:2016年捐资2亿美金创立南加大埃里森医学研究所;近年又承诺投入12.5亿美元在牛津成立科技研究所,开展免疫系统测绘等前沿项目;并主导了几家健康公司的投资。埃里森在2024年甲骨文健康大会上说明283亿美元收购塞纳的理由:医疗已成“马斯克唯一剩下的空白领域——太空、清洁能源和电动车都让他占先了”。他一心想活得更久,为此给抗衰老研究捐了好几亿。他早年跟传记作家说过:“死这事儿我想不通,人怎么说没就没了?”但他的老友马斯克曾被问到为什么不研究长寿技术时,马斯克当时沉思良久,说:“我们不应该试图让人活得太久,这会导致社会窒息。多数人不会改变他们的看法,直至生命的终结。如果他们不死,我们就会被旧观念束缚,社会也不会进步。”","news_type":1,"symbols_score_info":{"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502623979733080,"gmtCreate":1763739095892,"gmtModify":1763739098197,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred 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有的只是为了追回几千块钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2585114317","media":"海报新闻","summary":"特斯拉把100家中国企业告上法庭并不全是因为重大质量问题有的只是为了追回几千块钱特斯拉今年在中国,居然把上百家中国企业告上了法庭!这里面并不全是特别重大的质量问题,有些起因竟是为了追回一笔几千块钱的国家补贴。无忧传媒在2022年买了一辆特斯拉,按照当时对企业客户的规定,想拿到国家补贴,车子得在两年内跑满2万公里,特斯拉当时就先为其垫付了7761块钱的补贴。没办法,特斯拉只好走法律程序。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>把100家中国企业告上法庭</p><p>并不全是因为重大质量问题</p><p>有的只是为了追回几千块钱</p><p>特斯拉今年在中国,居然把上百家中国企业告上了法庭!这里面并不全是特别重大的质量问题,有些起因竟是为了追回一笔几千块钱的国家补贴。</p><p>最近发生的一个事件就很典型。特斯拉状告知名网红公司“无忧传媒”。无忧传媒在2022年买了一辆特斯拉,按照当时对企业客户的规定,想拿到国家补贴,车子得在两年内跑满2万公里,特斯拉当时就先为其垫付了7761块钱的补贴。</p><p>可结果呢,这车没跑够里程,国家补贴没批下来。特斯拉就想要回这笔垫付的钱,但据说联系过程很不顺利。没办法,特斯拉只好走法律程序。当然,这个案子最近已经调解解决了。</p><p>你可别以为这只是个例。仔细一查,今年以来,特斯拉关于买卖合同的官司,在中国打了一百多起,被告的企业涉及上海、深圳、南京等多个城市。</p><p>(海报新闻编辑 杜郑敏 孙梦媛 潘雯 张光)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n主播说丨特斯拉把100家中国企业告上法庭 有的只是为了追回几千块钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 18:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121182727a708d5a0&s=b><strong>海报新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉把100家中国企业告上法庭并不全是因为重大质量问题有的只是为了追回几千块钱特斯拉今年在中国,居然把上百家中国企业告上了法庭!这里面并不全是特别重大的质量问题,有些起因竟是为了追回一笔几千块钱的国家补贴。最近发生的一个事件就很典型。特斯拉状告知名网红公司“无忧传媒”。无忧传媒在2022年买了一辆特斯拉,按照当时对企业客户的规定,想拿到国家补贴,车子得在两年内跑满2万公里,特斯拉当时就先为其垫付...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121182727a708d5a0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) 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