潜力股的个人主页 - 老虎社区

潜力股

潜力股

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IP属地：北京

100关注

51粉丝

6主题

0勋章

2023-11-23

这是啥有钻石大奖吗[财迷] [财迷] [财迷] [财迷]

2023-11-23

明天大涨明天大涨明天大涨

2022-08-10

$英伟达(NVDA)$🐮

2022-08-03

$英伟达(NVDA)$价值股

2022-08-02

耻辱愤怒哎伤心

2022-08-02

呵呵

七国集团：考虑全面禁止全球范围内运输俄罗斯石油的服务

2022-07-20

中国投一万亿🙊

抱歉，原内容已删除

2022-07-20

交易没有确认按钮？!买入卖出按错了，哎，这软件太不走心了！@老虎证券

2022-07-18

$小鹏汽车(XPEV)$起飞

2022-07-08

$新东方(EDU)$好公司绝境中寻找希望！

2022-06-30

$理想汽车(LI)$这股要在a股上市就牛逼了

2022-06-27

多少人被坑了

2022-06-23

$蔚来(NIO)$买

2022-06-22

没钱

抱歉，原内容已删除

2022-06-21

$理想汽车(LI)$不知道这辈子能不能开上理想

2022-03-29

$法拉利(RACE)$除息除权会影响期权吗？

2022-03-29

$哔哩哔哩(BILI)$像是个黄金坑

2022-03-21

$复星医药(02196)$咋地啦？？？？？？

2022-01-20

$9618.SPO(9618.SPO)$这是啥

2021-09-18

如果要加个时间那可能是五百年。。

与英伟达“硬刚”的芯片人

去老虎APP查看更多动态

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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-02 20:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>七国集团声明：考虑全面禁止所有能够在全球范围内运输俄罗斯海运石油和石油产品的服务，除非以与国际伙伴协商商定的价格购买或低于该价格。</p><p>声明表示，我们还将考虑在采取限制性措施的同时建立缓解机制，以确保最脆弱和受影响最严重的国家能够进入包括俄罗斯在内的能源市场。我们将进一步减少对俄罗斯民用核能及相关产品的依赖。</p><p>俄罗斯不是一个可靠的能源供应国。我们谴责俄罗斯企图将其能源出口武器化，并将能源作为地缘政治胁迫的工具。</p><p>我们将团结一致，密切协调，采取行动，减轻供应中断的影响。</p><p>我们将在近期行动的基础上，确保能源供应、稳定市场、减缓能源价格上涨。</p><p>我们正在努力确保俄罗斯不利用其能源生产国的地位，以牺牲脆弱国家的利益为代价，从其军事行动中获利。</p><p>截至发稿，国际油价维持震荡走势。</p><p><img src=\"https://static.tigerbbs.com/e6133f565cceeea62e8aedff9ad35973\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7b869860fd524e1c4d1e42b2d81d1a2","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162523859","content_text":"七国集团声明：考虑全面禁止所有能够在全球范围内运输俄罗斯海运石油和石油产品的服务，除非以与国际伙伴协商商定的价格购买或低于该价格。声明表示，我们还将考虑在采取限制性措施的同时建立缓解机制，以确保最脆弱和受影响最严重的国家能够进入包括俄罗斯在内的能源市场。我们将进一步减少对俄罗斯民用核能及相关产品的依赖。俄罗斯不是一个可靠的能源供应国。我们谴责俄罗斯企图将其能源出口武器化，并将能源作为地缘政治胁迫的工具。我们将团结一致，密切协调，采取行动，减轻供应中断的影响。我们将在近期行动的基础上，确保能源供应、稳定市场、减缓能源价格上涨。我们正在努力确保俄罗斯不利用其能源生产国的地位，以牺牲脆弱国家的利益为代价，从其军事行动中获利。截至发稿，国际油价维持震荡走势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686235599,"gmtCreate":1658329015016,"gmtModify":1704869659040,"author":{"id":"52693650069111","authorId":"52693650069111","name":"潜力股","avatar":"https://static.tigerbbs.com/2b412bbf48c121c837ff372956e25ac2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中国投一万亿🙊","listText":"中国投一万亿🙊","text":"中国投一万亿🙊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686235599","repostId":"1127138848","repostType":4,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686292122,"gmtCreate":1658325196871,"gmtModify":1704869639017,"author":{"id":"52693650069111","authorId":"52693650069111","name":"潜力股","avatar":"https://static.tigerbbs.com/2b412bbf48c121c837ff372956e25ac2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"交易没有确认按钮？!买入卖出按错了，哎，这软件太不走心了！@老虎证券","listText":"交易没有确认按钮？!买入卖出按错了，哎，这软件太不走心了！@老虎证券","text":"交易没有确认按钮？!买入卖出按错了，哎，这软件太不走心了！@老虎证券","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686292122","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686103814,"gmtCreate":1658156404940,"gmtModify":1704869092444,"author":{"id":"52693650069111","authorId":"52693650069111","name":"潜力股","avatar":"https://static.tigerbbs.com/2b412bbf48c121c837ff372956e25ac2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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99%的市场。</p>\n<p>但有一群人，已经走在了挑战这两家大亨的路上。他们创立了三家国产GPU公司：沐曦、摩尔线程和壁仞科技，希望做出自主的产品，有一天能从英伟达虎口夺食。</p>\n<p>对于这群人，投资者也给予了极大信任。在没有任何芯片的情况下，就有几百亿元在两年内砸进三家公司。AI财经社获悉，三家公司中的两家将在近期开始流片（试生产），一家还在推进中，万里长征已经迈出第一步。</p>\n<p><b>市场对国产GPU需求迫切</b></p>\n<p>“客户非常急迫，恨不得现在就有产品给他用了，而且不是一两家，是所有客户都是这个状态，因为现在没有其他可选了。”沐曦创始人陈维良如此形容国产GPU的受欢迎程度。摩尔线程人士称，未来很多GPU应用，比如自动驾驶汽车和数据中心，都需要国产软硬件支撑。“我们盼星星盼月亮，就盼国产通用GPU能有一些突破。”有客户说。</p>\n<p>在最初被发明出来时，GPU只用于游戏，去完成高难度的游戏图形渲染。但后来人们发现，GPU比CPU更擅长处理并行而简单的计算工作，于是开始发掘GPU的通用计算潜能。后来，从高性能计算到多媒体，再到火爆的人工智能，GPU都是底层“算力”不可或缺的一部分。例如，人工智能计算要用到大量的矩阵乘法和卷积，都是GPU擅长的事情。</p>\n<p>到如今，英伟达和AMD已经垄断了全球的独立GPU市场：在数据中心分别占据81%和19%，在PC端则与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>共占99%市场。这让部分客户苦不堪言：“英伟达的GPU价格贵、极度缺货，而且很多计算中心还有国产化需求。”</p>\n<p>但既然这么有需要，为什么国内芯片企业过去不做？“因为GPU的软硬件系统技术门槛比较高，是很复杂的系统工程。”有国产GPU人士说。国内的科技巨头往往选择开发专用AI芯片，比如华为昇腾、<a href=\"https://laohu8.com/S/BIDU\">百度</a>昆仑和阿里寒光，而不是通用GPU。形象地说，专用AI芯片更像专业技工，解决专门的问题，而通用GPU则是通才。</p>\n<p>“通用GPU的难度体现在复杂度上面。”陈维良解释说，对于专用AI芯片来说，只明确知道需求，把相应的功能实现就可以。但通用GPU需要适配各种环境，面对灵活多变的需求。“换句话说，它有一套计算机体系结构所有的东西，包括支持的指令集、计算调度、数据搬迁等。”</p>\n<p>有芯片人士告诉AI财经社，在过去造国产CPU时，国内公司最初依托海外的指令集，在对CPU产品设计、市场需求和生态的理解上，是通过磕磕绊绊的很多弯路才获得的，20多年才建成了如今国产CPU的格局。但国产GPU不必走这样的弯路，因为几家公司的创始成员都是GPU行业老人，深谙产品、市场和生态规则。</p>\n<p>实际上，三家国产GPU的领军人物，也主要来自英伟达和AMD两家企业。沐曦的创始人陈维良是AMD图形研发高级总监，CTO杨建是AMD Fellow（最高技术岗）；摩尔线程创始人张建中是英伟达副总裁；壁仞的联席CEO李新荣是AMD全球副总裁。</p>\n<p>“我们能清楚地说出，过去10年哪些世界上最高端的GPU是我们主导做出来的。”陈维良说，正所谓难者不会，会者不难，由于是资深行业人士，他们清楚每个环节需要什么技能，要克服哪些难点，“再做一颗对我们来说并不是什么问题。”</p>\n<p>制造出硬件只能算第一步。为了让各行业应用能用上GPU，就需要建立软件生态。英伟达从2006年开始培育CUDA生态，然后培育开发者来开发应用，比如华尔街的金融人士，或者中国的高性能计算和电竞人士，通过漫长的10余年时间，构筑起一道护城河，即使其他公司做出水平相当的硬件，软件开发者也不会轻易迁移。国内的一部分AI专用芯片，就因为与CUDA生态不兼容，遭遇了“有人造，没人用”的难题。</p>\n<p>对此，国产GPU打算用“兼容CUDA生态”的方式解决问题。“就像不同公司的GPU没有统一指令集，为什么都可以玩游戏？因为是在API（应用程序接口）层次上兼容的。”陈维良表示。例如AMD在做ROCm生态时，通过兼容CUDA，只用两年就站稳了脚跟。摩尔线程也计划采用同样做法。树立在国产GPU面前的生态高墙，并不如国产数据库或国产CPU那样难以逾越。</p>\n<p>看到了翻越几座大山的清晰路径，让国产GPU的创业者更坚定信心，去做国产GPU公司。更可贵的是，国内需求对国产GPU的崛起提供了宝贵的支撑和机会窗口。</p>\n<p><b>终有一天挑战英伟达</b></p>\n<p>搅动GPU市场的，一方面是新需求的出现，能容纳更多公司；另一方面是国产化给中国公司提供了一个机遇。</p>\n<p>过去英伟达和AMD形成双巨头垄断的格局，部分是由于传统GPU市场增长停滞。“做游戏或电影渲染的传统GPU市场就那么大，增长速度太慢，只能容纳下两家公司。如果打这块市场，就只能打价格战。”但一位资深业内人士称，开辟了人工智能等计算需求后，GPU市场就能容纳更多公司。有业内人士判断，全球几千亿元市场，至少能容纳四五家公司活下去。</p>\n<p>在这种判断下，几家国产GPU公司都不约而同瞄准新兴计算市场，然后再逐步蚕食传统GPU的渲染市场。“通用算力是我们国家目前比较奇缺的东西，而很多团队在高性能GPU上恰恰有积累，已经跨过技术门槛。”有业内人士说。</p>\n<p>另一方面，国产化的需求也给国产GPU开辟了一块宝贵的市场。一位英伟达前员工告诉AI财经社，“过去在英伟达，我已经实现了个人的财富目标，生活也很安逸。”但她加入国产GPU公司以后，每周都会自愿牺牲周末，去开拓市场。她认为自己是在参与国内科技的一项重大突破。朋友跟她说，自从换了公司，她整个人都有如<a href=\"https://laohu8.com/S/ABCD\">新生</a>。</p>\n<p>根据平安证券的预测，到2024年，国内互联网和安防/政府需求将占到整个GPU市场的48.9%和31.4%。“大家都越来越重视信息安全属性，尤其是对安防和智能汽车这些数据。”</p>\n<p>陈维良预计，沐曦能够在5-6年内完成阶段目标，即做出GPU、兼容生态、实现量产，并占领国际5%-10%市场。“在服务器市场要实现5%-10%的增长很慢，但一旦突破10%，那就是势不可挡。”此后国内GPU将有资格跟英伟达和AMD同台竞争。</p>\n<p>在这些目标里，从0到1的增长是比较容易的一步，因为很多国内人才都做出过量产产品。“国内GPU领域的从业者，不乏有几十年工作经验的，可以在工程上有很大的突破，靠完整的经验把产品做出来。”陈维良说。</p>\n<p>但真正难的是从1到100的增长过程。多位芯片人士都表示，这一阶段，中国GPU企业必须走向国际竞争，去跟英伟达和AMD抢食。这时，更多需要企业的人才储备、技术投入和趋势预判。“但对于比较底层的前沿创新和研究，我们还有相当大的距离。”他说。</p>\n<p>另一位芯片人士告诉AI财经社，AMD光是在中国的研发团队，就有大约2000人。这比三家国产GPU企业的员工总和还多。要在国际市场上超越英伟达和AMD，还有很长的路要走。</p>\n<p>好在英伟达和AMD也力有不逮。有国产GPU人士透露，英伟达有比较明显的服务不到位问题，对小客户非常明显。</p>\n<p>而且，中国是GPU需求最前沿的市场。此前英伟达创始人黄仁勋每年都要飞来中国几回，听中国团队汇报前沿需求。比如通过电竞推广高端显卡的主意，就是由中国团队发现，然后上报给美国总部的。而土生土长的中国公司，也会在捕捉新需求上“近水楼台先得月”。</p>\n<p>尽管挑战英伟达之日尚远，国产GPU人士仍相信，自己是在参与一项科技发展的伟大征程。“我们成立只有一年，从最初几个人到现在几百人，每一天都非常充实，非常有成就感。很多年后，回头再去看这段时间，应该会觉得是这辈子过得最值得的事吧。”一位人士称。</p>","source":"AI财经社","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>与英伟达“硬刚”的芯片人</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n与英伟达“硬刚”的芯片人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 09:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年夏季，美国芯片大厂英伟达和AMD的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工智能、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司垄断了全球独立GPU 99%的市场。\n但有一群人，已经走在了挑战这两家大亨的路上。他们创立了三家国产GPU公司：沐曦、摩尔线程和壁仞科技，希望做出自主的产品，有一天能从英伟达虎口夺食。\n对于这群人，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"159813":"芯片","NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129672449","content_text":"今年夏季，美国芯片大厂英伟达和AMD的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工智能、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司垄断了全球独立GPU 99%的市场。\n但有一群人，已经走在了挑战这两家大亨的路上。他们创立了三家国产GPU公司：沐曦、摩尔线程和壁仞科技，希望做出自主的产品，有一天能从英伟达虎口夺食。\n对于这群人，投资者也给予了极大信任。在没有任何芯片的情况下，就有几百亿元在两年内砸进三家公司。AI财经社获悉，三家公司中的两家将在近期开始流片（试生产），一家还在推进中，万里长征已经迈出第一步。\n市场对国产GPU需求迫切\n“客户非常急迫，恨不得现在就有产品给他用了，而且不是一两家，是所有客户都是这个状态，因为现在没有其他可选了。”沐曦创始人陈维良如此形容国产GPU的受欢迎程度。摩尔线程人士称，未来很多GPU应用，比如自动驾驶汽车和数据中心，都需要国产软硬件支撑。“我们盼星星盼月亮，就盼国产通用GPU能有一些突破。”有客户说。\n在最初被发明出来时，GPU只用于游戏，去完成高难度的游戏图形渲染。但后来人们发现，GPU比CPU更擅长处理并行而简单的计算工作，于是开始发掘GPU的通用计算潜能。后来，从高性能计算到多媒体，再到火爆的人工智能，GPU都是底层“算力”不可或缺的一部分。例如，人工智能计算要用到大量的矩阵乘法和卷积，都是GPU擅长的事情。\n到如今，英伟达和AMD已经垄断了全球的独立GPU市场：在数据中心分别占据81%和19%，在PC端则与英特尔共占99%市场。这让部分客户苦不堪言：“英伟达的GPU价格贵、极度缺货，而且很多计算中心还有国产化需求。”\n但既然这么有需要，为什么国内芯片企业过去不做？“因为GPU的软硬件系统技术门槛比较高，是很复杂的系统工程。”有国产GPU人士说。国内的科技巨头往往选择开发专用AI芯片，比如华为昇腾、百度昆仑和阿里寒光，而不是通用GPU。形象地说，专用AI芯片更像专业技工，解决专门的问题，而通用GPU则是通才。\n“通用GPU的难度体现在复杂度上面。”陈维良解释说，对于专用AI芯片来说，只明确知道需求，把相应的功能实现就可以。但通用GPU需要适配各种环境，面对灵活多变的需求。“换句话说，它有一套计算机体系结构所有的东西，包括支持的指令集、计算调度、数据搬迁等。”\n有芯片人士告诉AI财经社，在过去造国产CPU时，国内公司最初依托海外的指令集，在对CPU产品设计、市场需求和生态的理解上，是通过磕磕绊绊的很多弯路才获得的，20多年才建成了如今国产CPU的格局。但国产GPU不必走这样的弯路，因为几家公司的创始成员都是GPU行业老人，深谙产品、市场和生态规则。\n实际上，三家国产GPU的领军人物，也主要来自英伟达和AMD两家企业。沐曦的创始人陈维良是AMD图形研发高级总监，CTO杨建是AMD Fellow（最高技术岗）；摩尔线程创始人张建中是英伟达副总裁；壁仞的联席CEO李新荣是AMD全球副总裁。\n“我们能清楚地说出，过去10年哪些世界上最高端的GPU是我们主导做出来的。”陈维良说，正所谓难者不会，会者不难，由于是资深行业人士，他们清楚每个环节需要什么技能，要克服哪些难点，“再做一颗对我们来说并不是什么问题。”\n制造出硬件只能算第一步。为了让各行业应用能用上GPU，就需要建立软件生态。英伟达从2006年开始培育CUDA生态，然后培育开发者来开发应用，比如华尔街的金融人士，或者中国的高性能计算和电竞人士，通过漫长的10余年时间，构筑起一道护城河，即使其他公司做出水平相当的硬件，软件开发者也不会轻易迁移。国内的一部分AI专用芯片，就因为与CUDA生态不兼容，遭遇了“有人造，没人用”的难题。\n对此，国产GPU打算用“兼容CUDA生态”的方式解决问题。“就像不同公司的GPU没有统一指令集，为什么都可以玩游戏？因为是在API（应用程序接口）层次上兼容的。”陈维良表示。例如AMD在做ROCm生态时，通过兼容CUDA，只用两年就站稳了脚跟。摩尔线程也计划采用同样做法。树立在国产GPU面前的生态高墙，并不如国产数据库或国产CPU那样难以逾越。\n看到了翻越几座大山的清晰路径，让国产GPU的创业者更坚定信心，去做国产GPU公司。更可贵的是，国内需求对国产GPU的崛起提供了宝贵的支撑和机会窗口。\n终有一天挑战英伟达\n搅动GPU市场的，一方面是新需求的出现，能容纳更多公司；另一方面是国产化给中国公司提供了一个机遇。\n过去英伟达和AMD形成双巨头垄断的格局，部分是由于传统GPU市场增长停滞。“做游戏或电影渲染的传统GPU市场就那么大，增长速度太慢，只能容纳下两家公司。如果打这块市场，就只能打价格战。”但一位资深业内人士称，开辟了人工智能等计算需求后，GPU市场就能容纳更多公司。有业内人士判断，全球几千亿元市场，至少能容纳四五家公司活下去。\n在这种判断下，几家国产GPU公司都不约而同瞄准新兴计算市场，然后再逐步蚕食传统GPU的渲染市场。“通用算力是我们国家目前比较奇缺的东西，而很多团队在高性能GPU上恰恰有积累，已经跨过技术门槛。”有业内人士说。\n另一方面，国产化的需求也给国产GPU开辟了一块宝贵的市场。一位英伟达前员工告诉AI财经社，“过去在英伟达，我已经实现了个人的财富目标，生活也很安逸。”但她加入国产GPU公司以后，每周都会自愿牺牲周末，去开拓市场。她认为自己是在参与国内科技的一项重大突破。朋友跟她说，自从换了公司，她整个人都有如新生。\n根据平安证券的预测，到2024年，国内互联网和安防/政府需求将占到整个GPU市场的48.9%和31.4%。“大家都越来越重视信息安全属性，尤其是对安防和智能汽车这些数据。”\n陈维良预计，沐曦能够在5-6年内完成阶段目标，即做出GPU、兼容生态、实现量产，并占领国际5%-10%市场。“在服务器市场要实现5%-10%的增长很慢，但一旦突破10%，那就是势不可挡。”此后国内GPU将有资格跟英伟达和AMD同台竞争。\n在这些目标里，从0到1的增长是比较容易的一步，因为很多国内人才都做出过量产产品。“国内GPU领域的从业者，不乏有几十年工作经验的，可以在工程上有很大的突破，靠完整的经验把产品做出来。”陈维良说。\n但真正难的是从1到100的增长过程。多位芯片人士都表示，这一阶段，中国GPU企业必须走向国际竞争，去跟英伟达和AMD抢食。这时，更多需要企业的人才储备、技术投入和趋势预判。“但对于比较底层的前沿创新和研究，我们还有相当大的距离。”他说。\n另一位芯片人士告诉AI财经社，AMD光是在中国的研发团队，就有大约2000人。这比三家国产GPU企业的员工总和还多。要在国际市场上超越英伟达和AMD，还有很长的路要走。\n好在英伟达和AMD也力有不逮。有国产GPU人士透露，英伟达有比较明显的服务不到位问题，对小客户非常明显。\n而且，中国是GPU需求最前沿的市场。此前英伟达创始人黄仁勋每年都要飞来中国几回，听中国团队汇报前沿需求。比如通过电竞推广高端显卡的主意，就是由中国团队发现，然后上报给美国总部的。而土生土长的中国公司，也会在捕捉新需求上“近水楼台先得月”。\n尽管挑战英伟达之日尚远，国产GPU人士仍相信，自己是在参与一项科技发展的伟大征程。“我们成立只有一年，从最初几个人到现在几百人，每一天都非常充实，非常有成就感。很多年后，回头再去看这段时间，应该会觉得是这辈子过得最值得的事吧。”一位人士称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":940388251,"gmtCreate":1593682395373,"gmtModify":1704202819567,"author":{"id":"52693650069111","authorId":"52693650069111","name":"潜力股","avatar":"https://static.tigerbbs.com/2b412bbf48c121c837ff372956e25ac2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"--==我的2020上半年投资大复盘==--","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp; 2016年1月12日开始老虎上玩美股，一路交过学费，掉过坑踩过雷，风雨无阻走过来小有收获。见证了老虎的更名、APP不断升级，体验也越来越好，更重要的是在这个专业的平台提升了自己：第一次T+0交易、第一买call买put期权、第一次融资、第一次卖空、第一次在老虎买港股、买英股、第一次港美股打新、第一次学习MACD KDJ SAR各种指标等等，这在之前一窍不通，到现在的游刃有余。总资产也在跌跌撞撞中大幅提升，四年多时间平均年化23%。[财迷]&nbsp;全部收益率&nbsp; &nbsp; &nbsp; &nbsp; 看了下自己的收益分布，港美股收益金额竟然达到了几乎1:：1的比例，看来这个跟操作策略有关？07年开始玩股票，新增心态虽然依旧不能平如止水，但经历多了股灾见证了美股百年不遇的各种姿势熔断，我觉得以后看到什么行情都会淡定自如。2020年上半年，股灾上跳下窜的行情里，依然没有逃过随大盘波动的收益率走势，看来回撤控制依然有待加强。其实大家炒股久了都有自己的一套交易策略，并且随着时间的增长不断契合自己的节奏，股市又何尝不是一场修炼。[打脸]&nbsp;2020年上半年&nbsp; &nbsp; &nbsp; &nbsp; 其实真正能持续盈利的人都有适合自己的打法，但有些东西不是别人教就能学会，多数要靠自己摸索，或者真正能赚钱的本领又有几个会拿出来分享，股市的不确定性也不允许这么做。我的复盘经验就是几点：[看涨]&nbsp;1、跟随大势。不同的大势之下风险偏好不同、采用不同的交易策略，比如偏向左侧交易还是右侧交易，仓位止盈点位等。2、控制仓位。仓位跟大势、风险偏好、自己的状态都有关系，控制好了仓位基本就控制了主线，这点我以后要做好。3、交易策略。选择好交易策略就要能执行而且复盘，甚至要调整。多复盘、减少多频交易（去年佣金","listText":"&nbsp; &nbsp; &nbsp; &nbsp; 2016年1月12日开始老虎上玩美股，一路交过学费，掉过坑踩过雷，风雨无阻走过来小有收获。见证了老虎的更名、APP不断升级，体验也越来越好，更重要的是在这个专业的平台提升了自己：第一次T+0交易、第一买call买put期权、第一次融资、第一次卖空、第一次在老虎买港股、买英股、第一次港美股打新、第一次学习MACD KDJ SAR各种指标等等，这在之前一窍不通，到现在的游刃有余。总资产也在跌跌撞撞中大幅提升，四年多时间平均年化23%。[财迷]&nbsp;全部收益率&nbsp; &nbsp; &nbsp; &nbsp; 看了下自己的收益分布，港美股收益金额竟然达到了几乎1:：1的比例，看来这个跟操作策略有关？07年开始玩股票，新增心态虽然依旧不能平如止水，但经历多了股灾见证了美股百年不遇的各种姿势熔断，我觉得以后看到什么行情都会淡定自如。2020年上半年，股灾上跳下窜的行情里，依然没有逃过随大盘波动的收益率走势，看来回撤控制依然有待加强。其实大家炒股久了都有自己的一套交易策略，并且随着时间的增长不断契合自己的节奏，股市又何尝不是一场修炼。[打脸]&nbsp;2020年上半年&nbsp; &nbsp; &nbsp; &nbsp; 其实真正能持续盈利的人都有适合自己的打法，但有些东西不是别人教就能学会，多数要靠自己摸索，或者真正能赚钱的本领又有几个会拿出来分享，股市的不确定性也不允许这么做。我的复盘经验就是几点：[看涨]&nbsp;1、跟随大势。不同的大势之下风险偏好不同、采用不同的交易策略，比如偏向左侧交易还是右侧交易，仓位止盈点位等。2、控制仓位。仓位跟大势、风险偏好、自己的状态都有关系，控制好了仓位基本就控制了主线，这点我以后要做好。3、交易策略。选择好交易策略就要能执行而且复盘，甚至要调整。多复盘、减少多频交易（去年佣金","text":"2016年1月12日开始老虎上玩美股，一路交过学费，掉过坑踩过雷，风雨无阻走过来小有收获。见证了老虎的更名、APP不断升级，体验也越来越好，更重要的是在这个专业的平台提升了自己：第一次T+0交易、第一买call买put期权、第一次融资、第一次卖空、第一次在老虎买港股、买英股、第一次港美股打新、第一次学习MACD KDJ SAR各种指标等等，这在之前一窍不通，到现在的游刃有余。总资产也在跌跌撞撞中大幅提升，四年多时间平均年化23%。[财迷] 全部收益率 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