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IP属地：浙江

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2025-06-09

哇为有个屁的性能啊，不懂不要乱写

不想当“千年老二”，AMD一周收购3家AI公司，挑战英伟达

01-05

Fake news

两大国产X86 CPU崛起，落后intel/AMD，已只有2-3年了

2025-09-17

等产品出来后再吹行不

英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD

2025-08-29

开发不出来的，平头哥搞了那么久，出来啥了？就是放个消息炒作股价而已

阿里据报正开发新芯片以填补英伟达空白

2025-08-21

纯外行人瞎写

国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年

2025-07-17

情商非常在线，会做人

黄仁勋直夸“中国电动车绝了”：感叹在美国买不到小米汽车，称赞比亚迪、理想、蔚来、小鹏

2025-04-28

Fake title

抱歉，原内容已删除

2021-11-29

I would say you might always pick the wrong stock... Let wait and see...

抱歉，原内容已删除

2023-12-21

$NVIDIA Corp(NVDA)$

2023-12-06

$Advanced Micro Devices(AMD)$

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=nesSN20260104165755a49a4ee5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>按照机构的数据，目前在PC市场，intel所主导的X86架构，长期占据着全球近90%的市场。而其它芯片架构，虽然这几年也在发展，使出了各种招术来抢X86的市场，但效果却并不是特别明显，因为X86架构，属于复杂指令集，用在PC领域，天然有优势。其它的指令集，不管是ARM，还是RISC-V，或者其它，大多都是简单指令集，在PC领域，优势不明显。再加上，X86与windows形成了wintel联盟，在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104165755a49a4ee5&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":{"AMD":"美国超微公司","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","INTC":"英特尔","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION 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ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104165755a49a4ee5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600044480","content_text":"按照机构的数据，目前在PC市场，intel所主导的X86架构，长期占据着全球近90%的市场。而其它芯片架构，虽然这几年也在发展，使出了各种招术来抢X86的市场，但效果却并不是特别明显，因为X86架构，属于复杂指令集，用在PC领域，天然有优势。其它的指令集，不管是ARM，还是RISC-V，或者其它，大多都是简单指令集，在PC领域，优势不明显。再加上，X86与windows形成了wintel联盟，在软硬件生态上，打遍全球没有对手。所以，对于PC的CPU而言，X86依然是最为可靠，且成熟稳定的选择，没有之一。也正是在这样的背景之下，国内也有两家厂商，选择了X86路线来制造自己的CPU，一家是海光，一家是兆芯，这两家厂商，通过自己的办法，都拥有了X86指令集的授权，可以生产X86的CPU。而从现在的情况来看，这两家国产X86 CPU企业的发展，也是相当迅速的。综合起来看，那就是大家的X86 CPU，虽然还比不上intel、AMD这两大巨头，但其实也只落后2-3年的时间了，在绝大部分领域，替代它们，其实已经问题不大了。先说海光，通过AMD获得了X86 指令集授权，然后再拓展，形成了国产C86指令集。海光目前最强的CPU，其8核性能，已经接近或达到了12代酷睿i7、13代酷睿i5的水平了，而16核版本则达到了14代酷睿i9水平，和英特尔的差距，真的就只有2年左右时间了。再看兆芯，之前兆芯推出了服务器芯片KX-5000系列，采用芯料设计理念，拥有96个核心，与intel的顶级服务器芯片相比，大约也就是2-3年的差距。近日，兆芯更是预告了桌面CPU KX-8000，这款芯片采用7nm工艺，达到了AMD的ZEN4架构处理器（锐龙7000）的水平，而AMD这颗CPU，是2022年推出的，这也从侧面说明，兆芯实际上也只落后intel们2-3年的差距了。所以说，现在的国产X86 CPU真的是崛起了，虽然与intel、AMD有差距，但差距已经不大了，综合起来，可能就是2-3年的性能。按照机构的数据，目前国内拥有的存量电脑中，80%以上都是三年前的，最近2年内买的其实只有20%左右，而三年前的CPU水平，可能还没有现在的国产X86 CPU强。所以说，国产X86 CPU既然性能有了，又能装windows，要替代起来，也就没有那么难了。","news_type":1,"symbols_score_info":{"04335":1.91,"AMD":1.87,"INTC":1.91}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479578841293312,"gmtCreate":1758095175031,"gmtModify":1758095177242,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"等产品出来后再吹行不","listText":"等产品出来后再吹行不","text":"等产品出来后再吹行不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479578841293312","repostId":"2568681644","repostType":2,"repost":{"id":"2568681644","kind":"news","pubTimestamp":1758090600,"share":"https://www.laohu8.com/m/news/2568681644?lang=zh_CN&edition=full","pubTime":"2025-09-17 14:30","market":"us","language":"zh","title":"英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2568681644","media":"Ofweek光电信息网","summary":"目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。","content":"<html><body><article><p>目前在整个GPU市场，是三家厂商的天下，分别是intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、NVIDIA。</p><p>集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。</p><p>而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144136639d201koxvx4qtwec\"/><p>而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。</p><p>GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是图像运算工作，界面有显示的地方，就离不开GPU。</p><p>而GPGPU则不太一样，它并非专注于图形计算任务，还可以用于AI、机器学习、推理等方面，属于通用计算芯片了，功能更为强大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144139217d201a962d9sm1e2\"/><p>目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。</p><p>但因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202509/17132927895769.jpg\"/><p>而近日，国内CPU巨头表态称，将推出首款GPGPU芯片，这家巨头就是龙芯，其首款GPGPU芯片型号是9A1000，龙芯官方表示，其研发基本完成，三季度内会交付流片。</p><p>这款9A1000，主要定位于入门级市场及AI推理加速领域，按照龙芯的说法，性能目标直指AMD的RX 550显卡，也相当于NVIDIA的GTX 650 Ti Boost。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144203771d2017lfwa2pvr65\"/><p>龙芯为何要研发GPU芯片，这个就太简单了，作为一家CPU厂商，有自己的GPU才是正常的，因为CPU中，可以直接集成GPU，那么用户直接买了CPU集成GPU后，就可以不再单独买GPU了，节省成本，同时也省事的多。</p><p>同时对于龙芯而言，GPGPU可以完成的事情，不只是普通的GPU这么简单，还可以用于推理、AI等领域，那更是当前最大的热门领域了。</p><p>希望龙芯的GPGPU早点推出来，那么不管是英伟达，还是AMD，在中国市场则又将迎来一位劲敌了，同时有了自己的GPU，龙芯的CPU也会更有竞争力了。</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 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>英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&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":{"LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY 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18:49","market":"hk","language":"zh","title":"阿里据报正开发新芯片 以填补英伟达空白","url":"https://stock-news.laohu8.com/highlight/detail?id=2563443830","media":"格隆汇","summary":"据华尔街日报，中国芯片公司及AI开发商正在壮大本土技术储备，以填补英伟达在中国销售遇阻所留下的空白，目前阿里巴巴正开发一款比旧款芯片功能更强大的新芯片。据悉，阿里巴巴之前开发的云端运算芯片大多针对特定","content":"<html><body><p>据华尔街日报，中国芯片公司及AI开发商正在壮大本土技术储备，以填补英伟达在中国销售遇阻所留下的空白，目前阿里巴巴正开发一款比旧款芯片功能更强大的新芯片。据悉，阿里巴巴之前开发的云端运算芯片大多针对特定应用设计，而目前新开发的芯片正在测试当中，旨在服务更广泛的AI推理任务，而且与英伟达兼容。受制裁影响，新的芯片不再由台积电代工，转为由国内一家企业代工。</p></body></html>","source":"live_gelonghui","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>阿里据报正开发新芯片 以填补英伟达空白</title>\n<style 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href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","BABA":"阿里巴巴","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDS.UK":"LS -1X NVIDIA","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","09988":"阿里巴巴-W","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达","SNVD.UK":"LS -1X NVIDIA","NVDL":"2倍做多NVDA ETF-GraniteShares","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc 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ACC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2563443830","content_text":"据华尔街日报，中国芯片公司及AI开发商正在壮大本土技术储备，以填补英伟达在中国销售遇阻所留下的空白，目前阿里巴巴正开发一款比旧款芯片功能更强大的新芯片。据悉，阿里巴巴之前开发的云端运算芯片大多针对特定应用设计，而目前新开发的芯片正在测试当中，旨在服务更广泛的AI推理任务，而且与英伟达兼容。受制裁影响，新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"159813":1,"BABA":1,"NVDL":0.6,"SNVD.UK":0.6,"NVDY":0.6,"TSM":1,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDA":1,"NVD":0.6,"03145":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"09988":0.6,"ALBmain":1,"TWmain":1,"EWT":0.6,"NVD3.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469951993180520,"gmtCreate":1755765196865,"gmtModify":1755765198678,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"纯外行人瞎写","listText":"纯外行人瞎写","text":"纯外行人瞎写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469951993180520","repostId":"2561547284","repostType":2,"repost":{"id":"2561547284","kind":"news","pubTimestamp":1755762388,"share":"https://www.laohu8.com/m/news/2561547284?lang=zh_CN&edition=full","pubTime":"2025-08-21 15:46","market":"us","language":"zh","title":"国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年","url":"https://stock-news.laohu8.com/highlight/detail?id=2561547284","media":"Ofweek维科网","summary":"比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。所以，中国人用中国自己的CPU时代，即将成为现实了。","content":"<html><body><article><p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。</p><p>目前在CPU领域，intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。</p><p>为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154629311d1528xre31ndcv4\"/><p>二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多的软、硬件厂商，大家基于wintel推出了各种各样的软件、硬件，感到了一个完善的生态。</p><p>而其它非X86芯片，是不支持windows的，属于另外的生态，被wintel联盟排斥在外了，而电脑体系最重要的就是生态，生态不行，就没有用户。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154631833d152d37ys129uwp\"/><p>但这对于中国而言，完全依赖intel、AMD的CPU，这肯定是不能接受的，毕竟信息安全，比啥都重要，所以一直以来，国内众多的企业，为了国产CPU而努力，大家都希望让中国人，用上中国的CPU，而不是intel、AMD这些国外CPU。</p><p>所以这也是之前汉芯能够骗到人的原因，因为大家的期待太高了，所以一被忽悠，就盲目了。</p><p>不过除了汉芯这种骗子之外，扎实研发的国产CPU企业也非常多，目前知名的国产CPU，就有6家，龙芯、海光、兆芯、申威、飞腾、鲲鹏。</p><p>这6大知名国产CPU，从不同的路线，研发国产CPU，有使用X86路线的，有使用ARM路线的，有自研LoongArch，SW64路线的……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154632477d1524qa2zjidlan\"/><p>也有主攻服务器CPU的，有服务器CPU、个人CPU都兼顾的，大家都在不断的研究、尝试，希望找到一条适合中国CPU发展的路线。</p><p>而从现在的情况来看，目前国产CPU们，在性能上，已经有了非常大的突破，离intel、AMD的CPU，已经只有1-2年的差距了。</p><p>比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154633310d152ajxfw8l257d\"/><p>龙芯的自研LoongArch指令集， 从架构到IP，再到代工，全部全国产供应链，完全不用担心被卡脖子。海光采用的是C86指令集，也就是在X86的基础上进行了拓展，可以兼容X86，可以安装windows，不存在生态问题。</p><p>按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。</p><p>可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。</p><p>所以，中国人用中国自己的CPU时代，即将成为现实了。</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 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>国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。目前在CPU领域，intel、AMD的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&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":{"GFS":"GLOBALFOUNDRIES Inc.","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4579":"人工智能","BK4614":"Manus概念股","BK4550":"红杉资本持仓","BK4588":"碎股","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","INTC":"英特尔","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL 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18:26","market":"us","language":"zh","title":"黄仁勋直夸“中国电动车绝了”：感叹在美国买不到小米汽车，称赞比亚迪、理想、蔚来、小鹏","url":"https://stock-news.laohu8.com/highlight/detail?id=2552121221","media":"IT之家","summary":"黄仁勋对中国电动车行业不吝赞美之词。他进一步表示，小米、比亚迪、理想的车都非常好，“理想汽车空间大得像带轮子的客厅，蔚来和小鹏则非常豪华”。IT之家注意到，英伟达与小米汽车、理想汽车、比亚迪等均有合作关系，根据黄仁勋今年 1 月公布的英伟达在汽车领域开展合作的厂商，其中国内车厂包括比亚迪、理想、小米、极氪等，海外车企还包括特斯拉、奔驰、丰田等等。","content":"<html><body><p cms-style=\"font-L\">IT之家 7 月 16 日消息，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> CEO 黄仁勋于 7 月 16 日下午在北京举行媒体会。</p><p cms-style=\"font-L\">黄仁勋对中国电动车行业不吝赞美之词。“<font cms-style=\"font-L strong-Bold\">中国电动车绝了，大家都同意吧</font>。”</p><p cms-style=\"font-L\">当被问及与<a href=\"https://laohu8.com/S/01810\">小米</a>创始人雷军的会面时，他回答新浪财经：“雷军给我展示了他们的新车，技术令人难以置信，造型设计优美，车载科技堪称世界最佳。<font cms-style=\"font-L strong-Bold\">我非常想买一台<a href=\"https://laohu8.com/S/81810\">小米</a>车，可惜在美国买不到</font>，这是我们的遗憾。”</p><p cms-style=\"font-L\">他进一步表示，小米、<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、理想的车都非常好，“<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/LI\">理想汽车</a>空间大得像带轮子的客厅，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏则非常<a href=\"https://laohu8.com/S/DLX\">豪华</a></font>”。</p><p cms-style=\"font-L\">IT之家注意到，<font cms-style=\"font-L strong-Bold\">英伟达与小米汽车、<a href=\"https://laohu8.com/S/02015\">理想汽车</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等均有合作关系</font>，根据黄仁勋今年 1 月公布的英伟达在汽车领域开展合作的厂商，其中国内车厂包括<a href=\"https://laohu8.com/S/01211\">比亚迪</a>、理想、小米、极氪等，海外车企还包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、奔驰、丰田等等。</p>\n<figure>\n<img h=\"864\" src=\"http://k.sinaimg.cn/n/spider20250716/0/w1536h864/20250716/f48d-b91426e684d6f76d78b774af20d8739f.jpg/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"1536\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">最新发布的小米 YU7 汽车搭载了英伟达 DRIVE AGX Thor 700 TOPS Blackwell 车载计算平台，可实现“4D 毫米波雷达”，同时车辆提供超透防眩摄像头（全车共 7 颗摄像头应用 ALD 镀膜技术）。</p>\n<figure>\n<img h=\"960\" 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href=\"https://tech.sina.cn/mobile/xp/2025-07-16/detail-inffsnhn5991450.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20250716/0/w1536h864/20250716/f48d-b91426e684d6f76d78b774af20d8739f.jpg/w120h90l50t152d.jpg","relate_stocks":{"81211":"比亚迪股份-R","81810":"小米集团-WR","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","2NVD.UK":"2X NVIDIA ETP","BK1575":"同股不同权","BK1615":"港股-互联网","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","002594":"比亚迪","BYDDY":"比亚迪ADR","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","BK1539":"汽车股","00285":"比亚迪电子","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY 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ETF-Direxion"},"source_url":"https://tech.sina.cn/mobile/xp/2025-07-16/detail-inffsnhn5991450.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2552121221","content_text":"IT之家 7 月 16 日消息，英伟达 CEO 黄仁勋于 7 月 16 日下午在北京举行媒体会。黄仁勋对中国电动车行业不吝赞美之词。“中国电动车绝了，大家都同意吧。”当被问及与小米创始人雷军的会面时，他回答新浪财经：“雷军给我展示了他们的新车，技术令人难以置信，造型设计优美，车载科技堪称世界最佳。我非常想买一台小米车，可惜在美国买不到，这是我们的遗憾。”他进一步表示，小米、比亚迪、理想的车都非常好，“理想汽车空间大得像带轮子的客厅，蔚来和小鹏则非常豪华”。IT之家注意到，英伟达与小米汽车、理想汽车、比亚迪等均有合作关系，根据黄仁勋今年 1 月公布的英伟达在汽车领域开展合作的厂商，其中国内车厂包括比亚迪、理想、小米、极氪等，海外车企还包括特斯拉、奔驰、丰田等等。\n\n\n\n\n最新发布的小米 YU7 汽车搭载了英伟达 DRIVE AGX Thor 700 TOPS Blackwell 车载计算平台，可实现“4D 毫米波雷达”，同时车辆提供超透防眩摄像头（全车共 7 颗摄像头应用 ALD 镀膜技术）。","news_type":1,"symbols_score_info":{"81211":0.6,"81810":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDA":1,"HXXD.SI":0.6,"EVS.SI":0.6,"MIUmain":0.6,"01810":1,"NVDX":0.6,"NVD2.UK":0.6,"NIO.SI":0.6,"NVDD":0.6,"002594":0.6,"BYDDY":0.6,"NVDS":0.6,"HYDD.SI":0.6,"NVDU":0.6,"NVD":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"XIACY":0.6,"00285":1,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444155793854968,"gmtCreate":1749458111286,"gmtModify":1749458317442,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"哇为有个屁的性能啊，不懂不要乱写","listText":"哇为有个屁的性能啊，不懂不要乱写","text":"哇为有个屁的性能啊，不懂不要乱写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444155793854968","repostId":"2541484173","repostType":2,"repost":{"id":"2541484173","kind":"news","pubTimestamp":1749354180,"share":"https://www.laohu8.com/m/news/2541484173?lang=zh_CN&edition=full","pubTime":"2025-06-08 11:43","market":"us","language":"zh","title":"不想当“千年老二”，AMD一周收购3家AI公司，挑战英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2541484173","media":"Ofweek光电信息网","summary":"要想成为第一，真的是千难万难。","content":"<p>芯片领域的千年老二是谁？那一定非AMD莫属。因为AMD有两大业务，但都是行业第二名。</p><p>第一大业务是CPU业务，这一块一直被<a href=\"https://laohu8.com/S/INTC\">英特尔</a>压着打，之前甚至都快要倒闭了，是英特尔怕AMD倒下后，自己一家就成为了垄断了，所以给AMD钱，让AMD活下来。</p><p>而这几年虽然AMD在CPU上发展越来越好，但也是老二，不可能挑战intel的地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b92951b8b49e5dd80b5712769c3f93cf\" tg-width=\"1377\" tg-height=\"918\"></p><p>第二大业务则是GPU业务，集成GPU方面，AMD被英特尔压着打，因为这是与CPU相关的。而在独立GPU方面，又是被<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>压着打。</p><p>GPU业务里面的另外一个细分AI方面，AMD也是第二名，明显不如英伟达。</p><p>所以AMD确实是千年老二，要想成为第一，真的是千难万难。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b2fa964854962839082572fd1058ab9\" tg-width=\"705\" tg-height=\"478\"></p><p>但AMD一直以来，都想成为第一，毕竟谁不想当老大？</p><p>这不，看着英伟达的AI芯片这么火，AMD也想多抢点市场，就算当不了大哥，当个老二，也想当个强大一点的老二吧。</p><p>近日这一个星期内，AMD就收购了三家AI企业，分别是加拿大的 Untether AI、美国的编译器团队 Brium，以及主攻光子芯片的 Enosemi。</p><p>这三大企业，覆盖了从硬件架构，到软件编译，再到芯片互联的完整AI技术链条。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e173b0451a20435c852cf5053d664f0\" tg-width=\"1360\" tg-height=\"1020\"></p><p>除此之外，AMD也放出消息，要针对中国市场，推出符合禁令规则的AI芯片Radeon AI PRO R9700，在中国市场和英追求达、华为竞争，AMD想在中国市场也赚点钱。</p><p>据产业链的消息，AMD的这款AI芯片预计会在今年三季度或四季度放出来，且价格会较为便宜，主打就是性价比，借此来抢英伟达、华为在中国的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5774c3600e75738d47e53b75a298ccca\" tg-width=\"1333\" tg-height=\"833\"></p><p>不过，也有人并不看好AMD的AI芯片，在全球市场，AMD肯定拼不过英伟达，而在中国市场，那就完全拼不过华为了，毕竟华为有性能、主场优势。</p><p>不过考虑到目前美国的禁令，限制全球的任何企业使用华为AI芯片，所以AMD也不是一点机会都没有，毕竟有些中国企业，因为有一些业务在海外，确实是不太敢用华为AI芯片的，这些人如果有了AMD芯片供选择，说不定会考虑一下的。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不想当“千年老二”，AMD一周收购3家AI公司，挑战英伟达</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n不想当“千年老二”，AMD一周收购3家AI公司，挑战英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 11:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060811550195130ef5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片领域的千年老二是谁？那一定非AMD莫属。因为AMD有两大业务，但都是行业第二名。第一大业务是CPU业务，这一块一直被英特尔压着打，之前甚至都快要倒闭了，是英特尔怕AMD倒下后，自己一家就成为了垄断了，所以给AMD钱，让AMD活下来。而这几年虽然AMD在CPU上发展越来越好，但也是老二，不可能挑战intel的地位。第二大业务则是GPU业务，集成GPU方面，AMD被英特尔压着打，因为这是与CPU...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060811550195130ef5&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":{"AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060811550195130ef5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2541484173","content_text":"芯片领域的千年老二是谁？那一定非AMD莫属。因为AMD有两大业务，但都是行业第二名。第一大业务是CPU业务，这一块一直被英特尔压着打，之前甚至都快要倒闭了，是英特尔怕AMD倒下后，自己一家就成为了垄断了，所以给AMD钱，让AMD活下来。而这几年虽然AMD在CPU上发展越来越好，但也是老二，不可能挑战intel的地位。第二大业务则是GPU业务，集成GPU方面，AMD被英特尔压着打，因为这是与CPU相关的。而在独立GPU方面，又是被英伟达压着打。GPU业务里面的另外一个细分AI方面，AMD也是第二名，明显不如英伟达。所以AMD确实是千年老二，要想成为第一，真的是千难万难。但AMD一直以来，都想成为第一，毕竟谁不想当老大？这不，看着英伟达的AI芯片这么火，AMD也想多抢点市场，就算当不了大哥，当个老二，也想当个强大一点的老二吧。近日这一个星期内，AMD就收购了三家AI企业，分别是加拿大的 Untether AI、美国的编译器团队 Brium，以及主攻光子芯片的 Enosemi。这三大企业，覆盖了从硬件架构，到软件编译，再到芯片互联的完整AI技术链条。除此之外，AMD也放出消息，要针对中国市场，推出符合禁令规则的AI芯片Radeon AI PRO R9700，在中国市场和英追求达、华为竞争，AMD想在中国市场也赚点钱。据产业链的消息，AMD的这款AI芯片预计会在今年三季度或四季度放出来，且价格会较为便宜，主打就是性价比，借此来抢英伟达、华为在中国的市场份额。不过，也有人并不看好AMD的AI芯片，在全球市场，AMD肯定拼不过英伟达，而在中国市场，那就完全拼不过华为了，毕竟华为有性能、主场优势。不过考虑到目前美国的禁令，限制全球的任何企业使用华为AI芯片，所以AMD也不是一点机会都没有，毕竟有些中国企业，因为有一些业务在海外，确实是不太敢用华为AI芯片的，这些人如果有了AMD芯片供选择，说不定会考虑一下的。","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429277293633656,"gmtCreate":1745825748834,"gmtModify":1745825751560,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"Fake title","listText":"Fake title","text":"Fake title","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429277293633656","repostId":"2530790275","repostType":2,"repost":{"id":"2530790275","kind":"news","pubTimestamp":1745573445,"share":"https://www.laohu8.com/m/news/2530790275?lang=zh_CN&edition=full","pubTime":"2025-04-25 17:30","market":"sh","language":"zh","title":"国际知名半导体研究机构SemiAnalysis称：华为云CloudMatrix 384领先英伟达和AMD的产品一代","url":"https://stock-news.laohu8.com/highlight/detail?id=2530790275","media":"中国日报网","summary":"近日，国际知名半导体研究和咨询机构SemiAnalysis发布专题报道称，华为云最新推出的AI算力集群解决方案CloudMatrix 384凭借其颠覆性的系统架构设计与全栈技术创新，在多项关键指标上实现对英伟达旗舰产品GB200 NVL72的超越，标志着中国在人工智能基础设施领域实现里程碑式突破。SemiAnalysis在报道中特别指出，华为的规模化解决方案“领先于英伟达和AMD目前市场上的产品一代”，并认为中国在AI基础设施上的突破将对全球AI产业格局产生深远影响。","content":"<html><body><article><p>近日，国际知名半导体研究和咨询机构SemiAnalysis发布专题报道称，华为云最新推出的AI算力集群解决方案CloudMatrix 384（以下简称CM384）凭借其颠覆性的系统架构设计与全栈技术创新，在多项关键指标上实现对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>旗舰产品GB200 NVL72的超越，标志着中国在人工智能基础设施领域实现里程碑式突破。</p><img src=\"http://img.huanqiucdn.cn/dp/api/files/imageDir/547427798ee5e26025944afbbab32320.png?imageView2/2/w/1260\"/><p>据SemiAnalysis披露，华为云CM384基于384颗升腾芯片构建，通过全互连拓扑架构实现芯片间高效协同，可提供高达300 PFLOPs的密集BF16算力，接近达到英伟达GB200 NVL72系统的两倍。此外，CM384在内存容量和带宽方面同样占据优势，总内存容量超出英伟达方案3.6倍，内存带宽也达到2.1倍，为大规模AI训练和推理提供了更高效的硬件支持。</p><img src=\"http://img.huanqiucdn.cn/dp/api/files/imageDir/09a083332e306a64615059c6649521c0.png?imageView2/2/w/1260\"/><p>报道分析称，尽管单颗升腾芯片性能约为英伟达Blackwell架构GPU的三分之一，但华为通过规模化系统设计，成功实现整体算力跃升，并在超大规模模型训练、实时推理等场景中展现更强竞争力。SemiAnalysis也指出，华为的工程优势不仅体现在芯片层面，更在于系统级的创新，包括网络架构、光学互联和软件优化，使得CM384能够充分发挥集群算力，满足超大规模AI计算需求。</p><p>此次华为云CloudMatrix 384的发布，标志着中国在AI计算系统领域已具备与国际巨头正面竞争的实力。SemiAnalysis在报道中特别指出，华为的规模化解决方案“领先于英伟达和AMD目前市场上的产品一代”，并认为中国在AI基础设施上的突破将对全球AI产业格局产生深远影响。</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 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>国际知名半导体研究机构SemiAnalysis称：华为云CloudMatrix 384领先英伟达和AMD的产品一代</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国际知名半导体研究机构SemiAnalysis称：华为云CloudMatrix 384领先英伟达和AMD的产品一代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 17:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504251812169744dd0c&s=b><strong>中国日报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，国际知名半导体研究和咨询机构SemiAnalysis发布专题报道称，华为云最新推出的AI算力集群解决方案CloudMatrix 384（以下简称CM384）凭借其颠覆性的系统架构设计与全栈技术创新，在多项关键指标上实现对英伟达旗舰产品GB200 NVL72的超越，标志着中国在人工智能基础设施领域实现里程碑式突破。据SemiAnalysis披露，华为云CM384基于384颗升腾芯片构建，通过全...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504251812169744dd0c&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":{"159582":"半导体","561980":"半导体设备ETF","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504251812169744dd0c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2530790275","content_text":"近日，国际知名半导体研究和咨询机构SemiAnalysis发布专题报道称，华为云最新推出的AI算力集群解决方案CloudMatrix 384（以下简称CM384）凭借其颠覆性的系统架构设计与全栈技术创新，在多项关键指标上实现对英伟达旗舰产品GB200 NVL72的超越，标志着中国在人工智能基础设施领域实现里程碑式突破。据SemiAnalysis披露，华为云CM384基于384颗升腾芯片构建，通过全互连拓扑架构实现芯片间高效协同，可提供高达300 PFLOPs的密集BF16算力，接近达到英伟达GB200 NVL72系统的两倍。此外，CM384在内存容量和带宽方面同样占据优势，总内存容量超出英伟达方案3.6倍，内存带宽也达到2.1倍，为大规模AI训练和推理提供了更高效的硬件支持。报道分析称，尽管单颗升腾芯片性能约为英伟达Blackwell架构GPU的三分之一，但华为通过规模化系统设计，成功实现整体算力跃升，并在超大规模模型训练、实时推理等场景中展现更强竞争力。SemiAnalysis也指出，华为的工程优势不仅体现在芯片层面，更在于系统级的创新，包括网络架构、光学互联和软件优化，使得CM384能够充分发挥集群算力，满足超大规模AI计算需求。此次华为云CloudMatrix 384的发布，标志着中国在AI计算系统领域已具备与国际巨头正面竞争的实力。SemiAnalysis在报道中特别指出，华为的规模化解决方案“领先于英伟达和AMD目前市场上的产品一代”，并认为中国在AI基础设施上的突破将对全球AI产业格局产生深远影响。","news_type":1,"symbols_score_info":{"159582":1,"561980":0.9,"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254450257047800,"gmtCreate":1703158046933,"gmtModify":1703158047764,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254450257047800","isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249136140767312,"gmtCreate":1701855029065,"gmtModify":1701855068914,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249136140767312","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229711244992648,"gmtCreate":1697100535633,"gmtModify":1697100731057,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229711244992648","isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667234179,"gmtCreate":1668825666591,"gmtModify":1668826380081,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"此网友纯傻帽","listText":"此网友纯傻帽","text":"此网友纯傻帽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667234179","repostId":"2284724026","repostType":2,"repost":{"id":"2284724026","kind":"news","pubTimestamp":1668765869,"share":"https://www.laohu8.com/m/news/2284724026?lang=zh_CN&edition=full","pubTime":"2022-11-18 18:04","market":"hk","language":"zh","title":"国产显卡兼容NV CUDA 网友神评：成立2年的公司比AMD做得更好","url":"https://stock-news.laohu8.com/highlight/detail?id=2284724026","media":"快科技","summary":"摩尔线程是如何做到支持CUDA的呢？国产显卡能够兼容CUDA，这让部分网友非常意外，甚至有人神评——一家成立仅2年的GPU公司在CUDA支持上比AMD做得还要好，可见他们对这件事有多么震惊。当然，调侃贵调侃，说AMD不兼容CUDA也不是全对，实际上AMD显卡也跟可以摩尔线程显卡那样兼容CUDA，可以通过HIP来变相支持CUDA，但是AMD有自己的加速计算解决方案，不会把重点放在这方面。","content":"<html><body><p>前不久摩尔线程发布了发布了新一代游戏卡S80及加速卡S3000，不仅规格诱人，而且有几个地方很关键，那就是兼容CUDA计算。</p><p>用过计算卡的都知道CUDA意味着什么，NVIDIA的加速卡能够在AI及HPC计算领域大杀四方，核心优势就是CUDA，而AMD的加速卡不那么受欢迎，也不全是性能或者架构的问题，也是缺少类似CUDA这样的生态支持。</p><p><img src=\"http://x0.ifengimg.com/res/2022/BDE0E0229628206DC0004335F8AC56B6DF5E4737_size150_w600_h378.jpg\"/></p><p>摩尔线程是如何做到支持CUDA的呢？官方之前简单介绍了一下，<strong>他们开发了CUDA ON MUSA兼容方案，用户可以将CUDA上开发的代码无缝迁移到MTT S3000。</strong></p><p>具体的技术是如何实现的，摩尔线程并没有透露太多细节，不过这个功能也在国外引发了热议，因为大家都知道CUDA是NVIDIA的独家技术。</p><p><img src=\"http://x0.ifengimg.com/res/2022/302FC9313167A09D90B29F8437827A2C56C6F8BB_size45_w600_h248.png\"/></p><p>国产显卡能够兼容CUDA，这让部分网友非常意外，甚至有人神评——<strong>一家成立仅2年的GPU公司在CUDA支持上比AMD做得还要好，可见他们对这件事有多么震惊。</strong></p><p>当然，调侃贵调侃，说AMD不兼容CUDA也不是全对，实际上AMD显卡也跟可以摩尔线程显卡那样兼容CUDA，可以通过HIP来变相支持CUDA，但是AMD有自己的加速计算解决方案，不会把重点放在这方面。</p><p>对于摩尔线程来说，<strong>除了CUDA ON MUSA兼容方案之外，他们也会推自己的解决方案，</strong>这个过程需要时间。</p><p><img src=\"http://x0.ifengimg.com/res/2022/FF43DFB54F1E476848C8C4E94D259F9BA02B41DC_size110_w600_h388.jpg\"/></p></body></html>","source":"fenghuang_stock","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>国产显卡兼容NV CUDA 网友神评：成立2年的公司比AMD做得更好</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国产显卡兼容NV CUDA 网友神评：成立2年的公司比AMD做得更好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 18:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8L2rWbc7A1h><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前不久摩尔线程发布了发布了新一代游戏卡S80及加速卡S3000，不仅规格诱人，而且有几个地方很关键，那就是兼容CUDA计算。用过计算卡的都知道CUDA意味着什么，NVIDIA的加速卡能够在AI及HPC计算领域大杀四方，核心优势就是CUDA，而AMD的加速卡不那么受欢迎，也不全是性能或者架构的问题，也是缺少类似CUDA这样的生态支持。摩尔线程是如何做到支持CUDA的呢？官方之前简单介绍了一下，他们...</p>\n\n<a href=\"https://tech.ifeng.com/c/8L2rWbc7A1h\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4575":"芯片概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","GFS":"GLOBALFOUNDRIES Inc.","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4573":"虚拟现实","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","AMD":"美国超微公司","BK4512":"苹果概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4529":"IDC概念"},"source_url":"https://tech.ifeng.com/c/8L2rWbc7A1h","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284724026","content_text":"前不久摩尔线程发布了发布了新一代游戏卡S80及加速卡S3000，不仅规格诱人，而且有几个地方很关键，那就是兼容CUDA计算。用过计算卡的都知道CUDA意味着什么，NVIDIA的加速卡能够在AI及HPC计算领域大杀四方，核心优势就是CUDA，而AMD的加速卡不那么受欢迎，也不全是性能或者架构的问题，也是缺少类似CUDA这样的生态支持。摩尔线程是如何做到支持CUDA的呢？官方之前简单介绍了一下，他们开发了CUDA ON MUSA兼容方案，用户可以将CUDA上开发的代码无缝迁移到MTT S3000。具体的技术是如何实现的，摩尔线程并没有透露太多细节，不过这个功能也在国外引发了热议，因为大家都知道CUDA是NVIDIA的独家技术。国产显卡能够兼容CUDA，这让部分网友非常意外，甚至有人神评——一家成立仅2年的GPU公司在CUDA支持上比AMD做得还要好，可见他们对这件事有多么震惊。当然，调侃贵调侃，说AMD不兼容CUDA也不是全对，实际上AMD显卡也跟可以摩尔线程显卡那样兼容CUDA，可以通过HIP来变相支持CUDA，但是AMD有自己的加速计算解决方案，不会把重点放在这方面。对于摩尔线程来说，除了CUDA ON MUSA兼容方案之外，他们也会推自己的解决方案，这个过程需要时间。","news_type":1,"symbols_score_info":{"AMD":1,"CUDA":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600403448,"gmtCreate":1638181552597,"gmtModify":1638181552597,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"I would&nbsp;say you might always pick the wrong stock... Let wait and see...","listText":"I would&nbsp;say you might always pick the wrong stock... Let wait and see...","text":"I would say you might always pick the wrong stock... Let wait and see...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600403448","repostId":"2186262293","repostType":2,"isVote":1,"tweetType":1,"viewCount":2834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":444155793854968,"gmtCreate":1749458111286,"gmtModify":1749458317442,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"哇为有个屁的性能啊，不懂不要乱写","listText":"哇为有个屁的性能啊，不懂不要乱写","text":"哇为有个屁的性能啊，不懂不要乱写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444155793854968","repostId":"2541484173","repostType":2,"repost":{"id":"2541484173","kind":"news","pubTimestamp":1749354180,"share":"https://www.laohu8.com/m/news/2541484173?lang=zh_CN&edition=full","pubTime":"2025-06-08 11:43","market":"us","language":"zh","title":"不想当“千年老二”，AMD一周收购3家AI公司，挑战英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2541484173","media":"Ofweek光电信息网","summary":"要想成为第一，真的是千难万难。","content":"<p>芯片领域的千年老二是谁？那一定非AMD莫属。因为AMD有两大业务，但都是行业第二名。</p><p>第一大业务是CPU业务，这一块一直被<a href=\"https://laohu8.com/S/INTC\">英特尔</a>压着打，之前甚至都快要倒闭了，是英特尔怕AMD倒下后，自己一家就成为了垄断了，所以给AMD钱，让AMD活下来。</p><p>而这几年虽然AMD在CPU上发展越来越好，但也是老二，不可能挑战intel的地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b92951b8b49e5dd80b5712769c3f93cf\" tg-width=\"1377\" tg-height=\"918\"></p><p>第二大业务则是GPU业务，集成GPU方面，AMD被英特尔压着打，因为这是与CPU相关的。而在独立GPU方面，又是被<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>压着打。</p><p>GPU业务里面的另外一个细分AI方面，AMD也是第二名，明显不如英伟达。</p><p>所以AMD确实是千年老二，要想成为第一，真的是千难万难。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b2fa964854962839082572fd1058ab9\" tg-width=\"705\" tg-height=\"478\"></p><p>但AMD一直以来，都想成为第一，毕竟谁不想当老大？</p><p>这不，看着英伟达的AI芯片这么火，AMD也想多抢点市场，就算当不了大哥，当个老二，也想当个强大一点的老二吧。</p><p>近日这一个星期内，AMD就收购了三家AI企业，分别是加拿大的 Untether AI、美国的编译器团队 Brium，以及主攻光子芯片的 Enosemi。</p><p>这三大企业，覆盖了从硬件架构，到软件编译，再到芯片互联的完整AI技术链条。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e173b0451a20435c852cf5053d664f0\" tg-width=\"1360\" tg-height=\"1020\"></p><p>除此之外，AMD也放出消息，要针对中国市场，推出符合禁令规则的AI芯片Radeon AI PRO R9700，在中国市场和英追求达、华为竞争，AMD想在中国市场也赚点钱。</p><p>据产业链的消息，AMD的这款AI芯片预计会在今年三季度或四季度放出来，且价格会较为便宜，主打就是性价比，借此来抢英伟达、华为在中国的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5774c3600e75738d47e53b75a298ccca\" tg-width=\"1333\" tg-height=\"833\"></p><p>不过，也有人并不看好AMD的AI芯片，在全球市场，AMD肯定拼不过英伟达，而在中国市场，那就完全拼不过华为了，毕竟华为有性能、主场优势。</p><p>不过考虑到目前美国的禁令，限制全球的任何企业使用华为AI芯片，所以AMD也不是一点机会都没有，毕竟有些中国企业，因为有一些业务在海外，确实是不太敢用华为AI芯片的，这些人如果有了AMD芯片供选择，说不定会考虑一下的。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不想当“千年老二”，AMD一周收购3家AI公司，挑战英伟达</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; 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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不想当“千年老二”，AMD一周收购3家AI公司，挑战英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 11:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060811550195130ef5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片领域的千年老二是谁？那一定非AMD莫属。因为AMD有两大业务，但都是行业第二名。第一大业务是CPU业务，这一块一直被英特尔压着打，之前甚至都快要倒闭了，是英特尔怕AMD倒下后，自己一家就成为了垄断了，所以给AMD钱，让AMD活下来。而这几年虽然AMD在CPU上发展越来越好，但也是老二，不可能挑战intel的地位。第二大业务则是GPU业务，集成GPU方面，AMD被英特尔压着打，因为这是与CPU...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060811550195130ef5&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":{"AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060811550195130ef5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2541484173","content_text":"芯片领域的千年老二是谁？那一定非AMD莫属。因为AMD有两大业务，但都是行业第二名。第一大业务是CPU业务，这一块一直被英特尔压着打，之前甚至都快要倒闭了，是英特尔怕AMD倒下后，自己一家就成为了垄断了，所以给AMD钱，让AMD活下来。而这几年虽然AMD在CPU上发展越来越好，但也是老二，不可能挑战intel的地位。第二大业务则是GPU业务，集成GPU方面，AMD被英特尔压着打，因为这是与CPU相关的。而在独立GPU方面，又是被英伟达压着打。GPU业务里面的另外一个细分AI方面，AMD也是第二名，明显不如英伟达。所以AMD确实是千年老二，要想成为第一，真的是千难万难。但AMD一直以来，都想成为第一，毕竟谁不想当老大？这不，看着英伟达的AI芯片这么火，AMD也想多抢点市场，就算当不了大哥，当个老二，也想当个强大一点的老二吧。近日这一个星期内，AMD就收购了三家AI企业，分别是加拿大的 Untether AI、美国的编译器团队 Brium，以及主攻光子芯片的 Enosemi。这三大企业，覆盖了从硬件架构，到软件编译，再到芯片互联的完整AI技术链条。除此之外，AMD也放出消息，要针对中国市场，推出符合禁令规则的AI芯片Radeon AI PRO R9700，在中国市场和英追求达、华为竞争，AMD想在中国市场也赚点钱。据产业链的消息，AMD的这款AI芯片预计会在今年三季度或四季度放出来，且价格会较为便宜，主打就是性价比，借此来抢英伟达、华为在中国的市场份额。不过，也有人并不看好AMD的AI芯片，在全球市场，AMD肯定拼不过英伟达，而在中国市场，那就完全拼不过华为了，毕竟华为有性能、主场优势。不过考虑到目前美国的禁令，限制全球的任何企业使用华为AI芯片，所以AMD也不是一点机会都没有，毕竟有些中国企业，因为有一些业务在海外，确实是不太敢用华为AI芯片的，这些人如果有了AMD芯片供选择，说不定会考虑一下的。","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518702030496472,"gmtCreate":1767611601201,"gmtModify":1767611603765,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"title":"","htmlText":"Fake news","listText":"Fake news","text":"Fake news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518702030496472","repostId":"2600044480","repostType":2,"repost":{"id":"2600044480","kind":"news","pubTimestamp":1767516420,"share":"https://www.laohu8.com/m/news/2600044480?lang=zh_CN&edition=full","pubTime":"2026-01-04 16:47","market":"us","language":"zh","title":"两大国产X86 CPU崛起，落后intel/AMD，已只有2-3年了","url":"https://stock-news.laohu8.com/highlight/detail?id=2600044480","media":"Ofweek光电信息网","summary":"按照机构的数据，目前在PC市场，intel所主导的X86架构，长期占据着全球近90%的市场。再加上，X86与windows形成了wintel联盟，在软硬件生态上，打遍全球没有对手。而从现在的情况来看，这两家国产X86 CPU企业的发展，也是相当迅速的。所以说，现在的国产X86 CPU真的是崛起了，虽然与intel、AMD有差距，但差距已经不大了，综合起来，可能就是2-3年的性能。","content":"<html><body><article><p>按照机构的数据，目前在PC市场，intel所主导的X86架构，长期占据着全球近90%的市场。</p><p>而其它芯片架构，虽然这几年也在发展，使出了各种招术来抢X86的市场，但效果却并不是特别明显，因为X86架构，属于复杂指令集，用在PC领域，天然有优势。</p><p>其它的指令集，不管是ARM，还是RISC-V，或者其它，大多都是简单指令集，在PC领域，优势不明显。</p><p>再加上，X86与windows形成了wintel联盟，在软硬件生态上，打遍全球没有对手。所以，对于PC的CPU而言，X86依然是最为可靠，且成熟稳定的选择，没有之一。</p><p>也正是在这样的背景之下，国内也有两家厂商，选择了X86路线来制造自己的CPU，一家是海光，一家是兆芯，这两家厂商，通过自己的办法，都拥有了X86指令集的授权，可以生产X86的CPU。</p><p>而从现在的情况来看，这两家国产X86 CPU企业的发展，也是相当迅速的。</p><p>综合起来看，那就是大家的X86 CPU，虽然还比不上intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>这两大巨头，但其实也只落后2-3年的时间了，在绝大部分领域，替代它们，其实已经问题不大了。</p><p>先说海光，通过AMD获得了X86 指令集授权，然后再拓展，形成了国产C86指令集。海光目前最强的CPU，其8核性能，已经接近或达到了12代酷睿i7、13代酷睿i5的水平了，而16核版本则达到了14代酷睿i9水平，和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的差距，真的就只有2年左右时间了。</p><p>再看兆芯，之前兆芯推出了服务器芯片KX-5000系列，采用芯料设计理念，拥有96个核心，与intel的顶级服务器芯片相比，大约也就是2-3年的差距。</p><p>近日，兆芯更是预告了桌面CPU KX-8000，这款芯片采用7nm工艺，达到了AMD的ZEN4架构处理器（锐龙7000）的水平，而AMD这颗CPU，是2022年推出的，这也从侧面说明，兆芯实际上也只落后intel们2-3年的差距了。</p><p>所以说，现在的国产X86 CPU真的是崛起了，虽然与intel、AMD有差距，但差距已经不大了，综合起来，可能就是2-3年的性能。</p><p>按照机构的数据，目前国内拥有的存量电脑中，80%以上都是三年前的，最近2年内买的其实只有20%左右，而三年前的CPU水平，可能还没有现在的国产X86 CPU强。</p><p>所以说，国产X86 CPU既然性能有了，又能装windows，要替代起来，也就没有那么难了。</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 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>两大国产X86 CPU崛起，落后intel/AMD，已只有2-3年了</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n两大国产X86 CPU崛起，落后intel/AMD，已只有2-3年了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104165755a49a4ee5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>按照机构的数据，目前在PC市场，intel所主导的X86架构，长期占据着全球近90%的市场。而其它芯片架构，虽然这几年也在发展，使出了各种招术来抢X86的市场，但效果却并不是特别明显，因为X86架构，属于复杂指令集，用在PC领域，天然有优势。其它的指令集，不管是ARM，还是RISC-V，或者其它，大多都是简单指令集，在PC领域，优势不明显。再加上，X86与windows形成了wintel联盟，在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104165755a49a4ee5&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":{"AMD":"美国超微公司","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","INTC":"英特尔","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION 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ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104165755a49a4ee5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600044480","content_text":"按照机构的数据，目前在PC市场，intel所主导的X86架构，长期占据着全球近90%的市场。而其它芯片架构，虽然这几年也在发展，使出了各种招术来抢X86的市场，但效果却并不是特别明显，因为X86架构，属于复杂指令集，用在PC领域，天然有优势。其它的指令集，不管是ARM，还是RISC-V，或者其它，大多都是简单指令集，在PC领域，优势不明显。再加上，X86与windows形成了wintel联盟，在软硬件生态上，打遍全球没有对手。所以，对于PC的CPU而言，X86依然是最为可靠，且成熟稳定的选择，没有之一。也正是在这样的背景之下，国内也有两家厂商，选择了X86路线来制造自己的CPU，一家是海光，一家是兆芯，这两家厂商，通过自己的办法，都拥有了X86指令集的授权，可以生产X86的CPU。而从现在的情况来看，这两家国产X86 CPU企业的发展，也是相当迅速的。综合起来看，那就是大家的X86 CPU，虽然还比不上intel、AMD这两大巨头，但其实也只落后2-3年的时间了，在绝大部分领域，替代它们，其实已经问题不大了。先说海光，通过AMD获得了X86 指令集授权，然后再拓展，形成了国产C86指令集。海光目前最强的CPU，其8核性能，已经接近或达到了12代酷睿i7、13代酷睿i5的水平了，而16核版本则达到了14代酷睿i9水平，和英特尔的差距，真的就只有2年左右时间了。再看兆芯，之前兆芯推出了服务器芯片KX-5000系列，采用芯料设计理念，拥有96个核心，与intel的顶级服务器芯片相比，大约也就是2-3年的差距。近日，兆芯更是预告了桌面CPU KX-8000，这款芯片采用7nm工艺，达到了AMD的ZEN4架构处理器（锐龙7000）的水平，而AMD这颗CPU，是2022年推出的，这也从侧面说明，兆芯实际上也只落后intel们2-3年的差距了。所以说，现在的国产X86 CPU真的是崛起了，虽然与intel、AMD有差距，但差距已经不大了，综合起来，可能就是2-3年的性能。按照机构的数据，目前国内拥有的存量电脑中，80%以上都是三年前的，最近2年内买的其实只有20%左右，而三年前的CPU水平，可能还没有现在的国产X86 CPU强。所以说，国产X86 CPU既然性能有了，又能装windows，要替代起来，也就没有那么难了。","news_type":1,"symbols_score_info":{"04335":1.91,"AMD":1.87,"INTC":1.91}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479578841293312,"gmtCreate":1758095175031,"gmtModify":1758095177242,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"等产品出来后再吹行不","listText":"等产品出来后再吹行不","text":"等产品出来后再吹行不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479578841293312","repostId":"2568681644","repostType":2,"repost":{"id":"2568681644","kind":"news","pubTimestamp":1758090600,"share":"https://www.laohu8.com/m/news/2568681644?lang=zh_CN&edition=full","pubTime":"2025-09-17 14:30","market":"us","language":"zh","title":"英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2568681644","media":"Ofweek光电信息网","summary":"目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。","content":"<html><body><article><p>目前在整个GPU市场，是三家厂商的天下，分别是intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、NVIDIA。</p><p>集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。</p><p>而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144136639d201koxvx4qtwec\"/><p>而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。</p><p>GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是图像运算工作，界面有显示的地方，就离不开GPU。</p><p>而GPGPU则不太一样，它并非专注于图形计算任务，还可以用于AI、机器学习、推理等方面，属于通用计算芯片了，功能更为强大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144139217d201a962d9sm1e2\"/><p>目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。</p><p>但因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202509/17132927895769.jpg\"/><p>而近日，国内CPU巨头表态称，将推出首款GPGPU芯片，这家巨头就是龙芯，其首款GPGPU芯片型号是9A1000，龙芯官方表示，其研发基本完成，三季度内会交付流片。</p><p>这款9A1000，主要定位于入门级市场及AI推理加速领域，按照龙芯的说法，性能目标直指AMD的RX 550显卡，也相当于NVIDIA的GTX 650 Ti Boost。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144203771d2017lfwa2pvr65\"/><p>龙芯为何要研发GPU芯片，这个就太简单了，作为一家CPU厂商，有自己的GPU才是正常的，因为CPU中，可以直接集成GPU，那么用户直接买了CPU集成GPU后，就可以不再单独买GPU了，节省成本，同时也省事的多。</p><p>同时对于龙芯而言，GPGPU可以完成的事情，不只是普通的GPU这么简单，还可以用于推理、AI等领域，那更是当前最大的热门领域了。</p><p>希望龙芯的GPGPU早点推出来，那么不管是英伟达，还是AMD，在中国市场则又将迎来一位劲敌了，同时有了自己的GPU，龙芯的CPU也会更有竞争力了。</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 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>英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&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":{"LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY 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ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2568681644","content_text":"目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是图像运算工作，界面有显示的地方，就离不开GPU。而GPGPU则不太一样，它并非专注于图形计算任务，还可以用于AI、机器学习、推理等方面，属于通用计算芯片了，功能更为强大。目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。而近日，国内CPU巨头表态称，将推出首款GPGPU芯片，这家巨头就是龙芯，其首款GPGPU芯片型号是9A1000，龙芯官方表示，其研发基本完成，三季度内会交付流片。这款9A1000，主要定位于入门级市场及AI推理加速领域，按照龙芯的说法，性能目标直指AMD的RX 550显卡，也相当于NVIDIA的GTX 650 Ti Boost。龙芯为何要研发GPU芯片，这个就太简单了，作为一家CPU厂商，有自己的GPU才是正常的，因为CPU中，可以直接集成GPU，那么用户直接买了CPU集成GPU后，就可以不再单独买GPU了，节省成本，同时也省事的多。同时对于龙芯而言，GPGPU可以完成的事情，不只是普通的GPU这么简单，还可以用于推理、AI等领域，那更是当前最大的热门领域了。希望龙芯的GPGPU早点推出来，那么不管是英伟达，还是AMD，在中国市场则又将迎来一位劲敌了，同时有了自己的GPU，龙芯的CPU也会更有竞争力了。","news_type":1,"symbols_score_info":{"AMD":0.9,"2NVD.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDD":0.6,"NVDA":1.5,"3NVD.UK":0.6,"GFS":1.5,"NVDS.UK":0.6,"NVDY":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472760833433600,"gmtCreate":1756466210559,"gmtModify":1756472384945,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"开发不出来的，平头哥搞了那么久，出来啥了？就是放个消息炒作股价而已","listText":"开发不出来的，平头哥搞了那么久，出来啥了？就是放个消息炒作股价而已","text":"开发不出来的，平头哥搞了那么久，出来啥了？就是放个消息炒作股价而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472760833433600","repostId":"2563443830","repostType":2,"repost":{"id":"2563443830","kind":"live","pubTimestamp":1756464553,"share":"https://www.laohu8.com/m/news/2563443830?lang=zh_CN&edition=full","pubTime":"2025-08-29 18:49","market":"hk","language":"zh","title":"阿里据报正开发新芯片 以填补英伟达空白","url":"https://stock-news.laohu8.com/highlight/detail?id=2563443830","media":"格隆汇","summary":"据华尔街日报，中国芯片公司及AI开发商正在壮大本土技术储备，以填补英伟达在中国销售遇阻所留下的空白，目前阿里巴巴正开发一款比旧款芯片功能更强大的新芯片。据悉，阿里巴巴之前开发的云端运算芯片大多针对特定","content":"<html><body><p>据华尔街日报，中国芯片公司及AI开发商正在壮大本土技术储备，以填补英伟达在中国销售遇阻所留下的空白，目前阿里巴巴正开发一款比旧款芯片功能更强大的新芯片。据悉，阿里巴巴之前开发的云端运算芯片大多针对特定应用设计，而目前新开发的芯片正在测试当中，旨在服务更广泛的AI推理任务，而且与英伟达兼容。受制裁影响，新的芯片不再由台积电代工，转为由国内一家企业代工。</p></body></html>","source":"live_gelonghui","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>阿里据报正开发新芯片 以填补英伟达空白</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里据报正开发新芯片 以填补英伟达空白\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 18:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据华尔街日报，中国芯片公司及AI开发商正在壮大本土技术储备，以填补英伟达在中国销售遇阻所留下的空白，目前阿里巴巴正开发一款比旧款芯片功能更强大的新芯片。据悉，阿里巴巴之前开发的云端运算芯片大多针对特定应用设计，而目前新开发的芯片正在测试当中，旨在服务更广泛的AI推理任务，而且与英伟达兼容。受制裁影响，新的芯片不再由台积电代工，转为由国内一家企业代工。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","BABA":"阿里巴巴","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDS.UK":"LS -1X NVIDIA","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","09988":"阿里巴巴-W","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达","SNVD.UK":"LS -1X NVIDIA","NVDL":"2倍做多NVDA ETF-GraniteShares","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc 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ACC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2563443830","content_text":"据华尔街日报，中国芯片公司及AI开发商正在壮大本土技术储备，以填补英伟达在中国销售遇阻所留下的空白，目前阿里巴巴正开发一款比旧款芯片功能更强大的新芯片。据悉，阿里巴巴之前开发的云端运算芯片大多针对特定应用设计，而目前新开发的芯片正在测试当中，旨在服务更广泛的AI推理任务，而且与英伟达兼容。受制裁影响，新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"159813":1,"BABA":1,"NVDL":0.6,"SNVD.UK":0.6,"NVDY":0.6,"TSM":1,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDA":1,"NVD":0.6,"03145":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"09988":0.6,"ALBmain":1,"TWmain":1,"EWT":0.6,"NVD3.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469951993180520,"gmtCreate":1755765196865,"gmtModify":1755765198678,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"纯外行人瞎写","listText":"纯外行人瞎写","text":"纯外行人瞎写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469951993180520","repostId":"2561547284","repostType":2,"repost":{"id":"2561547284","kind":"news","pubTimestamp":1755762388,"share":"https://www.laohu8.com/m/news/2561547284?lang=zh_CN&edition=full","pubTime":"2025-08-21 15:46","market":"us","language":"zh","title":"国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年","url":"https://stock-news.laohu8.com/highlight/detail?id=2561547284","media":"Ofweek维科网","summary":"比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。所以，中国人用中国自己的CPU时代，即将成为现实了。","content":"<html><body><article><p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。</p><p>目前在CPU领域，intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。</p><p>为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154629311d1528xre31ndcv4\"/><p>二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多的软、硬件厂商，大家基于wintel推出了各种各样的软件、硬件，感到了一个完善的生态。</p><p>而其它非X86芯片，是不支持windows的，属于另外的生态，被wintel联盟排斥在外了，而电脑体系最重要的就是生态，生态不行，就没有用户。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154631833d152d37ys129uwp\"/><p>但这对于中国而言，完全依赖intel、AMD的CPU，这肯定是不能接受的，毕竟信息安全，比啥都重要，所以一直以来，国内众多的企业，为了国产CPU而努力，大家都希望让中国人，用上中国的CPU，而不是intel、AMD这些国外CPU。</p><p>所以这也是之前汉芯能够骗到人的原因，因为大家的期待太高了，所以一被忽悠，就盲目了。</p><p>不过除了汉芯这种骗子之外，扎实研发的国产CPU企业也非常多，目前知名的国产CPU，就有6家，龙芯、海光、兆芯、申威、飞腾、鲲鹏。</p><p>这6大知名国产CPU，从不同的路线，研发国产CPU，有使用X86路线的，有使用ARM路线的，有自研LoongArch，SW64路线的……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154632477d1524qa2zjidlan\"/><p>也有主攻服务器CPU的，有服务器CPU、个人CPU都兼顾的，大家都在不断的研究、尝试，希望找到一条适合中国CPU发展的路线。</p><p>而从现在的情况来看，目前国产CPU们，在性能上，已经有了非常大的突破，离intel、AMD的CPU，已经只有1-2年的差距了。</p><p>比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154633310d152ajxfw8l257d\"/><p>龙芯的自研LoongArch指令集， 从架构到IP，再到代工，全部全国产供应链，完全不用担心被卡脖子。海光采用的是C86指令集，也就是在X86的基础上进行了拓展，可以兼容X86，可以安装windows，不存在生态问题。</p><p>按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。</p><p>可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。</p><p>所以，中国人用中国自己的CPU时代，即将成为现实了。</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 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>国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。目前在CPU领域，intel、AMD的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&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":{"GFS":"GLOBALFOUNDRIES Inc.","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4579":"人工智能","BK4614":"Manus概念股","BK4550":"红杉资本持仓","BK4588":"碎股","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","INTC":"英特尔","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL 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ACC","BK4612":"AI芯片"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561547284","content_text":"CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。目前在CPU领域，intel、AMD的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多的软、硬件厂商，大家基于wintel推出了各种各样的软件、硬件，感到了一个完善的生态。而其它非X86芯片，是不支持windows的，属于另外的生态，被wintel联盟排斥在外了，而电脑体系最重要的就是生态，生态不行，就没有用户。但这对于中国而言，完全依赖intel、AMD的CPU，这肯定是不能接受的，毕竟信息安全，比啥都重要，所以一直以来，国内众多的企业，为了国产CPU而努力，大家都希望让中国人，用上中国的CPU，而不是intel、AMD这些国外CPU。所以这也是之前汉芯能够骗到人的原因，因为大家的期待太高了，所以一被忽悠，就盲目了。不过除了汉芯这种骗子之外，扎实研发的国产CPU企业也非常多，目前知名的国产CPU，就有6家，龙芯、海光、兆芯、申威、飞腾、鲲鹏。这6大知名国产CPU，从不同的路线，研发国产CPU，有使用X86路线的，有使用ARM路线的，有自研LoongArch，SW64路线的……也有主攻服务器CPU的，有服务器CPU、个人CPU都兼顾的，大家都在不断的研究、尝试，希望找到一条适合中国CPU发展的路线。而从现在的情况来看，目前国产CPU们，在性能上，已经有了非常大的突破，离intel、AMD的CPU，已经只有1-2年的差距了。比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……龙芯的自研LoongArch指令集， 从架构到IP，再到代工，全部全国产供应链，完全不用担心被卡脖子。海光采用的是C86指令集，也就是在X86的基础上进行了拓展，可以兼容X86，可以安装windows，不存在生态问题。按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。所以，中国人用中国自己的CPU时代，即将成为现实了。","news_type":1,"symbols_score_info":{"GFS":1,"AMD":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457431253299840,"gmtCreate":1752714811913,"gmtModify":1752714813656,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"情商非常在线，会做人","listText":"情商非常在线，会做人","text":"情商非常在线，会做人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457431253299840","repostId":"2552121221","repostType":2,"repost":{"id":"2552121221","kind":"news","pubTimestamp":1752661584,"share":"https://www.laohu8.com/m/news/2552121221?lang=zh_CN&edition=full","pubTime":"2025-07-16 18:26","market":"us","language":"zh","title":"黄仁勋直夸“中国电动车绝了”：感叹在美国买不到小米汽车，称赞比亚迪、理想、蔚来、小鹏","url":"https://stock-news.laohu8.com/highlight/detail?id=2552121221","media":"IT之家","summary":"黄仁勋对中国电动车行业不吝赞美之词。他进一步表示，小米、比亚迪、理想的车都非常好，“理想汽车空间大得像带轮子的客厅，蔚来和小鹏则非常豪华”。IT之家注意到，英伟达与小米汽车、理想汽车、比亚迪等均有合作关系，根据黄仁勋今年 1 月公布的英伟达在汽车领域开展合作的厂商，其中国内车厂包括比亚迪、理想、小米、极氪等，海外车企还包括特斯拉、奔驰、丰田等等。","content":"<html><body><p cms-style=\"font-L\">IT之家 7 月 16 日消息，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> CEO 黄仁勋于 7 月 16 日下午在北京举行媒体会。</p><p cms-style=\"font-L\">黄仁勋对中国电动车行业不吝赞美之词。“<font cms-style=\"font-L strong-Bold\">中国电动车绝了，大家都同意吧</font>。”</p><p cms-style=\"font-L\">当被问及与<a href=\"https://laohu8.com/S/01810\">小米</a>创始人雷军的会面时，他回答新浪财经：“雷军给我展示了他们的新车，技术令人难以置信，造型设计优美，车载科技堪称世界最佳。<font cms-style=\"font-L strong-Bold\">我非常想买一台<a href=\"https://laohu8.com/S/81810\">小米</a>车，可惜在美国买不到</font>，这是我们的遗憾。”</p><p cms-style=\"font-L\">他进一步表示，小米、<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、理想的车都非常好，“<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/LI\">理想汽车</a>空间大得像带轮子的客厅，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏则非常<a href=\"https://laohu8.com/S/DLX\">豪华</a></font>”。</p><p cms-style=\"font-L\">IT之家注意到，<font cms-style=\"font-L strong-Bold\">英伟达与小米汽车、<a href=\"https://laohu8.com/S/02015\">理想汽车</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等均有合作关系</font>，根据黄仁勋今年 1 月公布的英伟达在汽车领域开展合作的厂商，其中国内车厂包括<a href=\"https://laohu8.com/S/01211\">比亚迪</a>、理想、小米、极氪等，海外车企还包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、奔驰、丰田等等。</p>\n<figure>\n<img h=\"864\" src=\"http://k.sinaimg.cn/n/spider20250716/0/w1536h864/20250716/f48d-b91426e684d6f76d78b774af20d8739f.jpg/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"1536\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">最新发布的小米 YU7 汽车搭载了英伟达 DRIVE AGX Thor 700 TOPS Blackwell 车载计算平台，可实现“4D 毫米波雷达”，同时车辆提供超透防眩摄像头（全车共 7 颗摄像头应用 ALD 镀膜技术）。</p>\n<figure>\n<img h=\"960\" 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href=\"https://tech.sina.cn/mobile/xp/2025-07-16/detail-inffsnhn5991450.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20250716/0/w1536h864/20250716/f48d-b91426e684d6f76d78b774af20d8739f.jpg/w120h90l50t152d.jpg","relate_stocks":{"81211":"比亚迪股份-R","81810":"小米集团-WR","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","2NVD.UK":"2X NVIDIA ETP","BK1575":"同股不同权","BK1615":"港股-互联网","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","002594":"比亚迪","BYDDY":"比亚迪ADR","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","BK1539":"汽车股","00285":"比亚迪电子","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY 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Let wait and see...","listText":"I would&nbsp;say you might always pick the wrong stock... Let wait and see...","text":"I would say you might always pick the wrong stock... Let wait and see...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600403448","repostId":"2186262293","repostType":2,"isVote":1,"tweetType":1,"viewCount":2834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254450257047800,"gmtCreate":1703158046933,"gmtModify":1703158047764,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254450257047800","isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249136140767312,"gmtCreate":1701855029065,"gmtModify":1701855068914,"author":{"id":"7435754264366302","authorId":"7435754264366302","name":"cloudwin","avatar":"https://static.tigerbbs.com/45019e99d1ed6c626d6131b00381047c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7435754264366302","authorIdStr":"7435754264366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249136140767312","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}