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呆王
呆王
·
07-10
你还是继续去卖算力吧
Meta加入AI价格战!首推付费大模型,能力超越Google,定价仅为Anthropic四分之一
Meta推出旗舰模型Muse Spark 1.1,其在Agent能力、编程和多模态等多个测试项目中,成绩已经超过Google的Gemini模型。扎克伯格透露,Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。
Meta加入AI价格战!首推付费大模型,能力超越Google,定价仅为Anthropic四分之一
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呆王
呆王
·
07-01
市场有点sb,meta算力富裕,那不就说明meta没跟上ai化么。居然给meta涨
报道:Meta筹划进军云计算市场,以出售富余的AI算力资源
Meta盘前涨超6%,正在构建云业务,以出售其富余的AI算力资源。
报道:Meta筹划进军云计算市场,以出售富余的AI算力资源
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呆王
呆王
·
05-15
拉稀吧
比尔·阿克曼称已建仓微软,称微软正处在技术变革拐点
将公开一项新的投资——建仓微软。
比尔·阿克曼称已建仓微软,称微软正处在技术变革拐点
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呆王
呆王
·
2025-12-09
$阿里巴巴(BABA)$
什么玩意,📉个不停了是吧
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呆王
呆王
·
2025-10-14
隔了一天看,就是个笑话
非常抱歉,此主贴已删除
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呆王
呆王
·
2025-10-01
有点少,我觉得 baba至少值1万亿
摩通上调阿里巴巴目标价至245美元
格隆汇10月1日|摩根大通:将阿里巴巴(BABA.US)目标价从170美元上调至245美元。
摩通上调阿里巴巴目标价至245美元
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呆王
呆王
·
2025-09-15
打下来!
市场监管总局:英伟达违反反垄断法,依法决定实施进一步调查
9月15日讯,近日,经初步调查,英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》,市场监管总局依法决定对其实施进一步调查。
市场监管总局:英伟达违反反垄断法,依法决定实施进一步调查
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呆王
呆王
·
2025-09-10
虽然我也用苹果,但是看到“顺利使用一整天”实在是绷不住了
苹果召开秋季新品发布会,iPhone 17系列最低起售价799美元
苹果正式推出iPhone 17系列。
苹果召开秋季新品发布会,iPhone 17系列最低起售价799美元
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呆王
呆王
·
2025-08-29
看成pdd了
房多多盘中飙升超60%,上半年收入增长45.3%
2024 年同期为人民币 1.4 亿元。
房多多盘中飙升超60%,上半年收入增长45.3%
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呆王
呆王
·
2025-08-22
不好卖了
市场消息:英伟达要求暂停H20芯片生产
8月22日,$英伟达(NVDA)$美股夜盘跌幅扩大至1%!市场消息称英伟达要求暂停H20芯片生产。
市场消息:英伟达要求暂停H20芯片生产
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justify;\">“我们的定价将会非常激进、非常有吸引力。”</p></blockquote><p style=\"text-align: justify;\">周四Meta股价低开高走,截至发稿上涨0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ef28791633717a97af68125a41208d9\" tg-width=\"1352\" tg-height=\"854\"/></p><h2 id=\"id_3941362659\">主打AI Agent能力,定价为竞品1/4</h2><p style=\"text-align: justify;\">扎克伯格表示,<strong>Muse Spark 1.1最大的提升在于Agent(智能体)能力</strong>。</p><p style=\"text-align: justify;\">Agent已成为今年AI行业最热门的话题之一,通常指能够代表用户完成多步骤任务的AI系统。扎克伯格称,Muse Spark 1.1在Agent推理能力和工具调用方面已经达到“业界领先或非常接近领先”的水平。</p><p style=\"text-align: justify;\">他还表示,该模型在编程(Coding)能力方面也有显著提升,目前Meta内部员工已经利用该模型开发公司旗下各类应用的新产品和新功能。</p><p style=\"text-align: justify;\">与此同时,Meta还将推出全新的Meta Model API平台,用于向开发者收费。</p><p style=\"text-align: justify;\">扎克伯格透露,Meta API的定价约为<strong>OpenAI和Anthropic同类顶级模型官方价格的四分之一</strong>。开发者可在一定额度内免费使用模型,超过规定Token配额后才需要付费。</p><p style=\"text-align: justify;\">扎克伯格表示,Meta的目标是让更多人能够使用公司的AI技术。</p><blockquote><p style=\"text-align: justify;\">“其他一些AI实验室的定价非常高,利润率也非常高。我们相信,完全可以以更低的成本提供最前沿、最高水平的智能。”</p></blockquote><h2 id=\"id_3185344609\">承诺投入数千亿美元,Meta模型首次全面超过Google模型</h2><p style=\"text-align: justify;\">42岁的扎克伯格正大举投资AI,以追赶OpenAI和Alphabet等竞争对手,实现他所称的超级智能(Superintelligence)——即AI能够在各种任务上超越人类。</p><p style=\"text-align: justify;\">Meta已经承诺投入<strong>数千亿美元</strong>建设实现超级智能所需的基础设施,包括数据中心和高端AI芯片。本周,公司还宣布将在加拿大投资<strong>100亿美元建设数据中心</strong>,并发布了一款新的图像生成模型。</p><p style=\"text-align: justify;\">尽管如此,Meta过去几代模型整体测试成绩一直落后于Anthropic、OpenAI和Google。</p><p style=\"text-align: justify;\">不过,扎克伯格表示,<strong>Muse Spark 1.1的竞争力已大幅提升,在Agent能力、编程和多模态等多个测试项目中,成绩已经超过Google的Gemini模型。</strong></p><blockquote><p style=\"text-align: justify;\">“这是一个非常重要的里程碑。这是Meta模型第一次全面超过Google所有模型。”</p></blockquote><h2 id=\"id_3766276917\">AI实验室重组,战略转向闭源收费模式</h2><p style=\"text-align: justify;\">过去一年,扎克伯格为了推进AI战略,对Meta进行了大规模调整。</p><p style=\"text-align: justify;\">2025年春季一次模型发布表现不及预期后,扎克伯格亲自介入重建AI团队,其中包括聘请Scale AI创始人Alexandr Wang负责新的AI部门,并进行了多轮裁员及组织架构重组。</p><p style=\"text-align: justify;\">与此同时,Meta的AI战略也发生重大转变。</p><p style=\"text-align: justify;\"><strong>此前,Meta一直坚持打造免费开放的开源模型;如今,公司开始优先开发可收费的闭源模型,例如Muse Spark 1.1,而这一转型几乎意味着重新构建整套技术体系。</strong></p><p style=\"text-align: justify;\">扎克伯格对此表示满意。“整体来看,我们的发展比预期更好。”</p><p style=\"text-align: justify;\">他承认,Meta目前仍落后于Anthropic和OpenAI等领先AI实验室,但透露公司还有一款代号Watermelon的新模型正在研发,有望帮助Meta进一步突破AI智能的能力边界。</p><p style=\"text-align: justify;\">对于发布时间,他表示目前重点仍是提升模型质量,因此不会透露具体时间表。</p><h2 id=\"id_4051918793\">扎克伯格:必须掌握底层模型,才能打造最佳AI助手</h2><p style=\"text-align: justify;\">研发前沿AI模型成本极高,但扎克伯格认为,这项投入符合Meta的长期使命——打造人人都能使用的个人AI助手(Personal Agent)。</p><p style=\"text-align: justify;\">他说,如果Meta依赖其他公司的模型,就无法保证这些模型是围绕个人助手这一核心场景进行设计。</p><p style=\"text-align: justify;\">“如果你真的想打造最好的用户体验,就必须能够塑造底层技术。”扎克伯格表示,掌握底层模型意味着Meta能够“提供我们认为最佳的产品体验”。</p><p style=\"text-align: justify;\">他也不同意AI最终会彻底商品化、不同模型之间毫无差异的观点。</p><p style=\"text-align: justify;\">扎克伯格举例称,Anthropic最新模型Mythos因涉及美国国家安全问题而受到限制,这说明领先AI公司已经开始控制最先进模型能力,而非全面开放。</p><p style=\"text-align: justify;\">“真正先进的能力并没有广泛扩散。”他说,“Anthropic保留了最强模型,只发布了一个相对简化的版本。无论他们出于什么原因,这至少说明,我并不认为行业一定会走向所有最先进AI能力都向所有人开放的方向。”</p><h2 id=\"id_873002748\">回应商业化质疑:Meta正在建立完整AI盈利模式</h2><p style=\"text-align: justify;\">Meta预计2026年资本开支将再创新高,同时投入数十亿美元招募AI人才建设Meta Superintelligence Labs,并计划继续向AI基础设施投入数千亿美元。</p><p style=\"text-align: justify;\">如此庞大的投入也引发外界质疑:Meta究竟如何实现盈利?</p><p style=\"text-align: justify;\">今年4月公布财报后,尽管收入和利润均超预期,但由于市场担心Meta缺乏清晰的AI商业模式,公司股价一度下跌近9%。</p><p style=\"text-align: justify;\">近几个月,Meta陆续推出一系列商业化举措,包括:</p><blockquote><p style=\"text-align: justify;\">推出面向消费者的AI聊天机器人订阅服务;</p><p style=\"text-align: justify;\">计划向企业销售AI Agent;</p><p style=\"text-align: justify;\">开始收费提供旗舰AI模型API;</p><p style=\"text-align: justify;\">规划云计算业务,未来可能出售算力和AI基础设施。</p></blockquote><p style=\"text-align: justify;\">扎克伯格表示,Meta希望通过更合理的API定价,让更多开发者能够使用先进AI技术。“总得有人去研发这些模型,并确保最高质量的智能能够惠及所有人。”他说。</p><p style=\"text-align: justify;\">他最后强调,Muse Spark 1.1也将为免费版Meta AI聊天机器人提供底层支持,这意味着普通用户依然可以免费体验这一最新模型。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta加入AI价格战!首推付费大模型,能力超越Google,定价仅为Anthropic四分之一</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta加入AI价格战!首推付费大模型,能力超越Google,定价仅为Anthropic四分之一\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-09 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Meta推出旗舰模型Muse Spark 1.1,其在Agent能力、编程和多模态等多个测试项目中,成绩已经超过Google的Gemini模型。扎克伯格透露,Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。</p></blockquote><p style=\"text-align: justify;\">在竞争日益激烈的AI工具市场,马克·扎克伯格(Mark Zuckerberg)希望靠价格取胜。</p><p style=\"text-align: justify;\"><strong>Meta Platforms</strong>发布了旗下最先进人工智能模型<strong>Muse Spark 1.1</strong>,并首次为开发者推出付费版本。</p><p style=\"text-align: justify;\">这也是Meta首次向企业收取模型使用费用,为公司开辟新的收入来源。扎克伯格在发布前接受采访时表示,该产品将成为市场上<strong>价格最具竞争力</strong>的AI模型之一。</p><p style=\"text-align: justify;\">“由于这不是一个开源模型,我认为这是我们第一次真正认真推出API(应用程序编程接口)服务。”扎克伯格表示:</p><blockquote><p style=\"text-align: justify;\">“我们的定价将会非常激进、非常有吸引力。”</p></blockquote><p style=\"text-align: justify;\">周四Meta股价低开高走,截至发稿上涨0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ef28791633717a97af68125a41208d9\" tg-width=\"1352\" tg-height=\"854\"/></p><h2 id=\"id_3941362659\">主打AI Agent能力,定价为竞品1/4</h2><p style=\"text-align: justify;\">扎克伯格表示,<strong>Muse Spark 1.1最大的提升在于Agent(智能体)能力</strong>。</p><p style=\"text-align: justify;\">Agent已成为今年AI行业最热门的话题之一,通常指能够代表用户完成多步骤任务的AI系统。扎克伯格称,Muse Spark 1.1在Agent推理能力和工具调用方面已经达到“业界领先或非常接近领先”的水平。</p><p style=\"text-align: justify;\">他还表示,该模型在编程(Coding)能力方面也有显著提升,目前Meta内部员工已经利用该模型开发公司旗下各类应用的新产品和新功能。</p><p style=\"text-align: justify;\">与此同时,Meta还将推出全新的Meta Model API平台,用于向开发者收费。</p><p style=\"text-align: justify;\">扎克伯格透露,Meta API的定价约为<strong>OpenAI和Anthropic同类顶级模型官方价格的四分之一</strong>。开发者可在一定额度内免费使用模型,超过规定Token配额后才需要付费。</p><p style=\"text-align: justify;\">扎克伯格表示,Meta的目标是让更多人能够使用公司的AI技术。</p><blockquote><p style=\"text-align: justify;\">“其他一些AI实验室的定价非常高,利润率也非常高。我们相信,完全可以以更低的成本提供最前沿、最高水平的智能。”</p></blockquote><h2 id=\"id_3185344609\">承诺投入数千亿美元,Meta模型首次全面超过Google模型</h2><p style=\"text-align: justify;\">42岁的扎克伯格正大举投资AI,以追赶OpenAI和Alphabet等竞争对手,实现他所称的超级智能(Superintelligence)——即AI能够在各种任务上超越人类。</p><p style=\"text-align: justify;\">Meta已经承诺投入<strong>数千亿美元</strong>建设实现超级智能所需的基础设施,包括数据中心和高端AI芯片。本周,公司还宣布将在加拿大投资<strong>100亿美元建设数据中心</strong>,并发布了一款新的图像生成模型。</p><p style=\"text-align: justify;\">尽管如此,Meta过去几代模型整体测试成绩一直落后于Anthropic、OpenAI和Google。</p><p style=\"text-align: justify;\">不过,扎克伯格表示,<strong>Muse Spark 1.1的竞争力已大幅提升,在Agent能力、编程和多模态等多个测试项目中,成绩已经超过Google的Gemini模型。</strong></p><blockquote><p style=\"text-align: justify;\">“这是一个非常重要的里程碑。这是Meta模型第一次全面超过Google所有模型。”</p></blockquote><h2 id=\"id_3766276917\">AI实验室重组,战略转向闭源收费模式</h2><p style=\"text-align: justify;\">过去一年,扎克伯格为了推进AI战略,对Meta进行了大规模调整。</p><p style=\"text-align: justify;\">2025年春季一次模型发布表现不及预期后,扎克伯格亲自介入重建AI团队,其中包括聘请Scale AI创始人Alexandr Wang负责新的AI部门,并进行了多轮裁员及组织架构重组。</p><p style=\"text-align: justify;\">与此同时,Meta的AI战略也发生重大转变。</p><p style=\"text-align: justify;\"><strong>此前,Meta一直坚持打造免费开放的开源模型;如今,公司开始优先开发可收费的闭源模型,例如Muse Spark 1.1,而这一转型几乎意味着重新构建整套技术体系。</strong></p><p style=\"text-align: justify;\">扎克伯格对此表示满意。“整体来看,我们的发展比预期更好。”</p><p style=\"text-align: justify;\">他承认,Meta目前仍落后于Anthropic和OpenAI等领先AI实验室,但透露公司还有一款代号Watermelon的新模型正在研发,有望帮助Meta进一步突破AI智能的能力边界。</p><p style=\"text-align: justify;\">对于发布时间,他表示目前重点仍是提升模型质量,因此不会透露具体时间表。</p><h2 id=\"id_4051918793\">扎克伯格:必须掌握底层模型,才能打造最佳AI助手</h2><p style=\"text-align: justify;\">研发前沿AI模型成本极高,但扎克伯格认为,这项投入符合Meta的长期使命——打造人人都能使用的个人AI助手(Personal Agent)。</p><p style=\"text-align: justify;\">他说,如果Meta依赖其他公司的模型,就无法保证这些模型是围绕个人助手这一核心场景进行设计。</p><p style=\"text-align: justify;\">“如果你真的想打造最好的用户体验,就必须能够塑造底层技术。”扎克伯格表示,掌握底层模型意味着Meta能够“提供我们认为最佳的产品体验”。</p><p style=\"text-align: justify;\">他也不同意AI最终会彻底商品化、不同模型之间毫无差异的观点。</p><p style=\"text-align: justify;\">扎克伯格举例称,Anthropic最新模型Mythos因涉及美国国家安全问题而受到限制,这说明领先AI公司已经开始控制最先进模型能力,而非全面开放。</p><p style=\"text-align: justify;\">“真正先进的能力并没有广泛扩散。”他说,“Anthropic保留了最强模型,只发布了一个相对简化的版本。无论他们出于什么原因,这至少说明,我并不认为行业一定会走向所有最先进AI能力都向所有人开放的方向。”</p><h2 id=\"id_873002748\">回应商业化质疑:Meta正在建立完整AI盈利模式</h2><p style=\"text-align: justify;\">Meta预计2026年资本开支将再创新高,同时投入数十亿美元招募AI人才建设Meta Superintelligence Labs,并计划继续向AI基础设施投入数千亿美元。</p><p style=\"text-align: justify;\">如此庞大的投入也引发外界质疑:Meta究竟如何实现盈利?</p><p style=\"text-align: justify;\">今年4月公布财报后,尽管收入和利润均超预期,但由于市场担心Meta缺乏清晰的AI商业模式,公司股价一度下跌近9%。</p><p style=\"text-align: justify;\">近几个月,Meta陆续推出一系列商业化举措,包括:</p><blockquote><p style=\"text-align: justify;\">推出面向消费者的AI聊天机器人订阅服务;</p><p style=\"text-align: justify;\">计划向企业销售AI Agent;</p><p style=\"text-align: justify;\">开始收费提供旗舰AI模型API;</p><p style=\"text-align: justify;\">规划云计算业务,未来可能出售算力和AI基础设施。</p></blockquote><p style=\"text-align: justify;\">扎克伯格表示,Meta希望通过更合理的API定价,让更多开发者能够使用先进AI技术。“总得有人去研发这些模型,并确保最高质量的智能能够惠及所有人。”他说。</p><p style=\"text-align: justify;\">他最后强调,Muse Spark 1.1也将为免费版Meta AI聊天机器人提供底层支持,这意味着普通用户依然可以免费体验这一最新模型。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","METW":"Roundhill META WeeklyPay™ ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD 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ACC"},"source_url":"https://wallstreetcn.com/articles/3776599","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650961973","content_text":"Meta推出旗舰模型Muse Spark 1.1,其在Agent能力、编程和多模态等多个测试项目中,成绩已经超过Google的Gemini模型。扎克伯格透露,Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。在竞争日益激烈的AI工具市场,马克·扎克伯格(Mark Zuckerberg)希望靠价格取胜。Meta Platforms发布了旗下最先进人工智能模型Muse Spark 1.1,并首次为开发者推出付费版本。这也是Meta首次向企业收取模型使用费用,为公司开辟新的收入来源。扎克伯格在发布前接受采访时表示,该产品将成为市场上价格最具竞争力的AI模型之一。“由于这不是一个开源模型,我认为这是我们第一次真正认真推出API(应用程序编程接口)服务。”扎克伯格表示:“我们的定价将会非常激进、非常有吸引力。”周四Meta股价低开高走,截至发稿上涨0.19%。主打AI Agent能力,定价为竞品1/4扎克伯格表示,Muse Spark 1.1最大的提升在于Agent(智能体)能力。Agent已成为今年AI行业最热门的话题之一,通常指能够代表用户完成多步骤任务的AI系统。扎克伯格称,Muse Spark 1.1在Agent推理能力和工具调用方面已经达到“业界领先或非常接近领先”的水平。他还表示,该模型在编程(Coding)能力方面也有显著提升,目前Meta内部员工已经利用该模型开发公司旗下各类应用的新产品和新功能。与此同时,Meta还将推出全新的Meta Model API平台,用于向开发者收费。扎克伯格透露,Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。开发者可在一定额度内免费使用模型,超过规定Token配额后才需要付费。扎克伯格表示,Meta的目标是让更多人能够使用公司的AI技术。“其他一些AI实验室的定价非常高,利润率也非常高。我们相信,完全可以以更低的成本提供最前沿、最高水平的智能。”承诺投入数千亿美元,Meta模型首次全面超过Google模型42岁的扎克伯格正大举投资AI,以追赶OpenAI和Alphabet等竞争对手,实现他所称的超级智能(Superintelligence)——即AI能够在各种任务上超越人类。Meta已经承诺投入数千亿美元建设实现超级智能所需的基础设施,包括数据中心和高端AI芯片。本周,公司还宣布将在加拿大投资100亿美元建设数据中心,并发布了一款新的图像生成模型。尽管如此,Meta过去几代模型整体测试成绩一直落后于Anthropic、OpenAI和Google。不过,扎克伯格表示,Muse Spark 1.1的竞争力已大幅提升,在Agent能力、编程和多模态等多个测试项目中,成绩已经超过Google的Gemini模型。“这是一个非常重要的里程碑。这是Meta模型第一次全面超过Google所有模型。”AI实验室重组,战略转向闭源收费模式过去一年,扎克伯格为了推进AI战略,对Meta进行了大规模调整。2025年春季一次模型发布表现不及预期后,扎克伯格亲自介入重建AI团队,其中包括聘请Scale AI创始人Alexandr Wang负责新的AI部门,并进行了多轮裁员及组织架构重组。与此同时,Meta的AI战略也发生重大转变。此前,Meta一直坚持打造免费开放的开源模型;如今,公司开始优先开发可收费的闭源模型,例如Muse Spark 1.1,而这一转型几乎意味着重新构建整套技术体系。扎克伯格对此表示满意。“整体来看,我们的发展比预期更好。”他承认,Meta目前仍落后于Anthropic和OpenAI等领先AI实验室,但透露公司还有一款代号Watermelon的新模型正在研发,有望帮助Meta进一步突破AI智能的能力边界。对于发布时间,他表示目前重点仍是提升模型质量,因此不会透露具体时间表。扎克伯格:必须掌握底层模型,才能打造最佳AI助手研发前沿AI模型成本极高,但扎克伯格认为,这项投入符合Meta的长期使命——打造人人都能使用的个人AI助手(Personal Agent)。他说,如果Meta依赖其他公司的模型,就无法保证这些模型是围绕个人助手这一核心场景进行设计。“如果你真的想打造最好的用户体验,就必须能够塑造底层技术。”扎克伯格表示,掌握底层模型意味着Meta能够“提供我们认为最佳的产品体验”。他也不同意AI最终会彻底商品化、不同模型之间毫无差异的观点。扎克伯格举例称,Anthropic最新模型Mythos因涉及美国国家安全问题而受到限制,这说明领先AI公司已经开始控制最先进模型能力,而非全面开放。“真正先进的能力并没有广泛扩散。”他说,“Anthropic保留了最强模型,只发布了一个相对简化的版本。无论他们出于什么原因,这至少说明,我并不认为行业一定会走向所有最先进AI能力都向所有人开放的方向。”回应商业化质疑:Meta正在建立完整AI盈利模式Meta预计2026年资本开支将再创新高,同时投入数十亿美元招募AI人才建设Meta Superintelligence Labs,并计划继续向AI基础设施投入数千亿美元。如此庞大的投入也引发外界质疑:Meta究竟如何实现盈利?今年4月公布财报后,尽管收入和利润均超预期,但由于市场担心Meta缺乏清晰的AI商业模式,公司股价一度下跌近9%。近几个月,Meta陆续推出一系列商业化举措,包括:推出面向消费者的AI聊天机器人订阅服务;计划向企业销售AI Agent;开始收费提供旗舰AI模型API;规划云计算业务,未来可能出售算力和AI基础设施。扎克伯格表示,Meta希望通过更合理的API定价,让更多开发者能够使用先进AI技术。“总得有人去研发这些模型,并确保最高质量的智能能够惠及所有人。”他说。他最后强调,Muse Spark 1.1也将为免费版Meta AI聊天机器人提供底层支持,这意味着普通用户依然可以免费体验这一最新模型。","news_type":1,"symbols_score_info":{"OGIG":0.6,"FBY":0.6,"SOCL":0.6,"METV":0.6,"META":1.98,"FBYY":0.6,"FCOM":0.6,"VOX":0.6,"NULC":0.6,"METD":0.6,"XLC":0.6,"METW":0.6,"METU":0.6,"FBL":0.6,"LTL":0.6,"RSPC":0.6,"XDAT":0.6}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581141539554728,"gmtCreate":1782910425015,"gmtModify":1782911304600,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"市场有点sb,meta算力富裕,那不就说明meta没跟上ai化么。居然给meta涨","listText":"市场有点sb,meta算力富裕,那不就说明meta没跟上ai化么。居然给meta涨","text":"市场有点sb,meta算力富裕,那不就说明meta没跟上ai化么。居然给meta涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/581141539554728","repostId":"1153296133","repostType":2,"repost":{"id":"1153296133","kind":"news","pubTimestamp":1782909348,"share":"https://www.laohunote.com/m/news/1153296133?lang=zh_CN&edition=full","pubTime":"2026-07-01 20:35","market":"us","language":"zh","title":"报道:Meta筹划进军云计算市场,以出售富余的AI算力资源","url":"https://stock-news.laohu8.com/highlight/detail?id=1153296133","media":"华尔街见闻","summary":"Meta盘前涨超6%,正在构建云业务,以出售其富余的AI算力资源。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">Meta计划进军云基础设施市场,通过新成立的“Meta Compute”组织,出售其数千亿美元投资下过剩的AI算力与模型访问权限,直接对标AWS、微软和谷歌。该业务探索模型托管与原始算力租赁两种模式,旨在缓解激进的AI开支带来的成本压力,并开启重大业务转型。</p></blockquote><p style=\"text-align: justify;\">Meta正筹划进军竞争激烈的云计算基础设施市场,计划通过出售其过剩的人工智能(AI)计算能力和模型访问权限,将庞大的AI基础设施投资转化为新的创收渠道。</p><p style=\"text-align: justify;\">据彭博援引知情人士透露,<strong>Meta正在制定一项全新的云业务计划,旨在向外部客户出售计算资源。</strong>这一战略举动将开辟出一条全新的竞争赛道,使Meta直接与亚马逊旗下AWS、微软Azure以及谷歌云(Google Cloud)等云计算行业巨头展开角逐。</p><p style=\"text-align: justify;\">该计划的推进直接关乎投资者的切身利益与市场预期。随着Meta在数据中心和昂贵芯片上投入数千亿美元以实现AI领域的野心,投资者对这笔巨额资本开支能否获得回报日益感到焦虑。通过云服务实现算力的商业化,不仅能为Meta提供一条缓解资金压力、安抚投资者的现实路径,也标志着其业务模式的重大潜在转型。</p><p style=\"text-align: justify;\">目前,这项云基础设施业务的开发仍处于初步阶段,公司的最终战略仍有可能发生调整。Meta首席执行官马克·扎克伯格此前曾释放信号,明确表示利用大规模AI基础设施投资来创造收入的选项已经“摆在桌面上”。Meta美股盘前上涨6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2964752adbac56941ad8b6d43b4b98bc\" data-align=\"center\" tg-width=\"970\" tg-height=\"550\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>业务模式:提供模型托管与原始算力租赁</strong></h2><p style=\"text-align: justify;\">据彭博援引知情人士的信息,Meta目前在云业务的商业化探索上主要考虑两个潜在方向。<strong>第一个方向是向外部开发者出售访问各类AI模型的权限,</strong>这种模式与AWS的Bedrock服务颇为相似。在这一框架下,Meta将负责运营驱动这些模型的数据中心和底层芯片,并向访问包括其自研Muse Spark模型在内的开发者收取费用。</p><p style=\"text-align: justify;\"><strong>第二个潜在计划则是直接向外部客户出售“原始”的计算能力。</strong>知情人士表示,这种服务模式类似于CoreWeave Inc.等新兴云服务(neocloud)提供商的业务逻辑,允许客户直接租赁Meta未被充分利用的硬件基础设施。</p><p style=\"text-align: justify;\">这些全新云业务线的开发工作,目前被统筹在一个名为“Meta Compute”的内部倡议之下。据熟悉该计划的知情人士透露,该项目设立的核心目的在于建设和管理公司整体的AI基础设施工作,并负责推动过剩算力的对外输出。</p><p style=\"text-align: justify;\">在管理架构方面,该内部项目由跨部门的高管团队联合主导,核心成员包括Meta基础设施主管Santosh Janardhan,Meta超级智能实验室(Superintelligence Labs)AI部门的高级领导者Daniel Gross,以及Meta总裁Dina Powell McCormick。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>市场背景:巨额AI投资急需兑现回报</strong></h2><p style=\"text-align: justify;\">Meta向云计算领域试探的背后,是其激进的AI扩张战略带来的巨大成本压力。Meta已将开发AI“超级智能”确立为公司的首要任务,为了实现这一目标,公司一直在抢先锁定昂贵的数据中心和其他必要的基础设施资源。这些布局包括与CoreWeave、Alphabet旗下的谷歌以及甲骨文等公司达成重大的计算资源协议。</p><p style=\"text-align: justify;\">面对庞大的成本投入,云计算业务成为收回部分投资的直接途径。行业标杆的业绩印证了这一市场的巨大容量,AWS、Azure和谷歌云经过数十年的平台建设,通过在互联网上出租算力、存储和软件,如今已发展成为每个季度能创造数百亿美元营收的庞大业务,这为Meta规划其过剩算力的商业化提供了明确的参考依据。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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Compute”组织,出售其数千亿美元投资下过剩的AI算力与模型访问权限,直接对标AWS、微软和谷歌。该业务探索模型托管与原始算力租赁两种模式,旨在缓解激进的AI开支带来的成本压力,并开启重大业务转型。Meta正筹划进军竞争激烈的云计算基础设施市场,计划通过出售其过剩的人工智能(AI)计算能力和模型访问权限,将庞大的AI基础设施投资转化为新的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3775980\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","relate_stocks":{"FBL":"2倍做多META ETF-GraniteShares","FBYY":"GraniteShares YieldBOOST META ETF","METW":"Roundhill META WeeklyPay™ ETF","META":"Meta Platforms, Inc.","METD":"1倍做空META ETF-Direxion","METU":"2倍做多META ETF-Direxion","FBY":"META期权收益策略ETF-YieldMax"},"source_url":"https://wallstreetcn.com/articles/3775980","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153296133","content_text":"Meta计划进军云基础设施市场,通过新成立的“Meta Compute”组织,出售其数千亿美元投资下过剩的AI算力与模型访问权限,直接对标AWS、微软和谷歌。该业务探索模型托管与原始算力租赁两种模式,旨在缓解激进的AI开支带来的成本压力,并开启重大业务转型。Meta正筹划进军竞争激烈的云计算基础设施市场,计划通过出售其过剩的人工智能(AI)计算能力和模型访问权限,将庞大的AI基础设施投资转化为新的创收渠道。据彭博援引知情人士透露,Meta正在制定一项全新的云业务计划,旨在向外部客户出售计算资源。这一战略举动将开辟出一条全新的竞争赛道,使Meta直接与亚马逊旗下AWS、微软Azure以及谷歌云(Google Cloud)等云计算行业巨头展开角逐。该计划的推进直接关乎投资者的切身利益与市场预期。随着Meta在数据中心和昂贵芯片上投入数千亿美元以实现AI领域的野心,投资者对这笔巨额资本开支能否获得回报日益感到焦虑。通过云服务实现算力的商业化,不仅能为Meta提供一条缓解资金压力、安抚投资者的现实路径,也标志着其业务模式的重大潜在转型。目前,这项云基础设施业务的开发仍处于初步阶段,公司的最终战略仍有可能发生调整。Meta首席执行官马克·扎克伯格此前曾释放信号,明确表示利用大规模AI基础设施投资来创造收入的选项已经“摆在桌面上”。Meta美股盘前上涨6%。业务模式:提供模型托管与原始算力租赁据彭博援引知情人士的信息,Meta目前在云业务的商业化探索上主要考虑两个潜在方向。第一个方向是向外部开发者出售访问各类AI模型的权限,这种模式与AWS的Bedrock服务颇为相似。在这一框架下,Meta将负责运营驱动这些模型的数据中心和底层芯片,并向访问包括其自研Muse Spark模型在内的开发者收取费用。第二个潜在计划则是直接向外部客户出售“原始”的计算能力。知情人士表示,这种服务模式类似于CoreWeave Inc.等新兴云服务(neocloud)提供商的业务逻辑,允许客户直接租赁Meta未被充分利用的硬件基础设施。这些全新云业务线的开发工作,目前被统筹在一个名为“Meta Compute”的内部倡议之下。据熟悉该计划的知情人士透露,该项目设立的核心目的在于建设和管理公司整体的AI基础设施工作,并负责推动过剩算力的对外输出。在管理架构方面,该内部项目由跨部门的高管团队联合主导,核心成员包括Meta基础设施主管Santosh Janardhan,Meta超级智能实验室(Superintelligence Labs)AI部门的高级领导者Daniel Gross,以及Meta总裁Dina Powell McCormick。市场背景:巨额AI投资急需兑现回报Meta向云计算领域试探的背后,是其激进的AI扩张战略带来的巨大成本压力。Meta已将开发AI“超级智能”确立为公司的首要任务,为了实现这一目标,公司一直在抢先锁定昂贵的数据中心和其他必要的基础设施资源。这些布局包括与CoreWeave、Alphabet旗下的谷歌以及甲骨文等公司达成重大的计算资源协议。面对庞大的成本投入,云计算业务成为收回部分投资的直接途径。行业标杆的业绩印证了这一市场的巨大容量,AWS、Azure和谷歌云经过数十年的平台建设,通过在互联网上出租算力、存储和软件,如今已发展成为每个季度能创造数百亿美元营收的庞大业务,这为Meta规划其过剩算力的商业化提供了明确的参考依据。","news_type":1,"symbols_score_info":{"METU":0.6,"FBL":0.6,"FBY":0.6,"META":2,"FBYY":0.6,"METD":0.6,"METW":0.6}},"isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525159184297323","authorId":"3525159184297323","name":"八方旅人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3525159184297323","authorIdStr":"3525159184297323"},"content":"真是无奈了,我存储的利润快没了","text":"真是无奈了,我存储的利润快没了","html":"真是无奈了,我存储的利润快没了"},{"author":{"id":"3466948177678843","authorId":"3466948177678843","name":"ngc20090380","avatar":"https://static.tigerbbs.com/0e824993c69fd9cb7648de410fc9cbb7","crmLevel":5,"crmLevelSwitch":0,"idStr":"3466948177678843","authorIdStr":"3466948177678843"},"content":"这叫不乱投资,及时止损,当然看上了!","text":"这叫不乱投资,及时止损,当然看上了!","html":"这叫不乱投资,及时止损,当然看上了!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564440728983768,"gmtCreate":1778837307150,"gmtModify":1778837310051,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"拉稀吧","listText":"拉稀吧","text":"拉稀吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564440728983768","repostId":"1133471498","repostType":4,"repost":{"id":"1133471498","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778835858,"share":"https://www.laohunote.com/m/news/1133471498?lang=zh_CN&edition=full","pubTime":"2026-05-15 17:04","market":"us","language":"zh","title":"比尔·阿克曼称已建仓微软,称微软正处在技术变革拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=1133471498","media":"老虎资讯综合","summary":"将公开一项新的投资——建仓微软。","content":"<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露,其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示,微软近期股价回调创造了“令人信服的估值机会”,他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论,认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升,盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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\">2026-05-15 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露,其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示,微软近期股价回调创造了“令人信服的估值机会”,他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论,认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升,盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 什么玩意,📉个不停了是吧","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 什么玩意,📉个不停了是吧","text":"$阿里巴巴(BABA)$ 什么玩意,📉个不停了是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/509032176959488","isVote":1,"tweetType":1,"viewCount":3739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489130498347544,"gmtCreate":1760443560729,"gmtModify":1760443562871,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"隔了一天看,就是个笑话","listText":"隔了一天看,就是个笑话","text":"隔了一天看,就是个笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489130498347544","repostId":"1112330073","repostType":2,"isVote":1,"tweetType":1,"viewCount":3009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484521547125120,"gmtCreate":1759320172812,"gmtModify":1759320175042,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"有点少,我觉得 baba至少值1万亿","listText":"有点少,我觉得 baba至少值1万亿","text":"有点少,我觉得 baba至少值1万亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484521547125120","repostId":"2572302753","repostType":2,"repost":{"id":"2572302753","kind":"news","pubTimestamp":1759289033,"share":"https://www.laohunote.com/m/news/2572302753?lang=zh_CN&edition=full","pubTime":"2025-10-01 11:23","market":"us","language":"zh","title":"摩通上调阿里巴巴目标价至245美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2572302753","media":"格隆汇","summary":"格隆汇10月1日|摩根大通:将阿里巴巴(BABA.US)目标价从170美元上调至245美元。","content":"<html><body><article><p>格隆汇10月1日|<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>:将<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)目标价从170美元上调至245美元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251001112540971b41a6&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月1日|摩根大通:将阿里巴巴(BABA.US)目标价从170美元上调至245美元。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251001112540971b41a6&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":{"BABAF":"Alibaba Group Holding Limited","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251001112540971b41a6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2572302753","content_text":"格隆汇10月1日|摩根大通:将阿里巴巴(BABA.US)目标价从170美元上调至245美元。","news_type":1,"symbols_score_info":{"BABA":1.5,"09988":0.9,"BABAF":0.9}},"isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478854116933664,"gmtCreate":1757926125132,"gmtModify":1757926127339,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"打下来!","listText":"打下来!","text":"打下来!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/478854116933664","repostId":"1184710427","repostType":4,"repost":{"id":"1184710427","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1757923278,"share":"https://www.laohunote.com/m/news/1184710427?lang=zh_CN&edition=full","pubTime":"2025-09-15 16:01","market":"us","language":"zh","title":"市场监管总局:英伟达违反反垄断法,依法决定实施进一步调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1184710427","media":"老虎资讯综合","summary":"9月15日讯,近日,经初步调查,英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》,市场监管总局依法决定对其实施进一步调查。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>9月15日,国家市场监管总局宣布,对英伟达公司实施进一步反垄断调查。</strong></p><p>经初步调查,英伟达违反了《中华人民共和国反垄断法》,以及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》。监管部门据此依法决定对其展开进一步调查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30032be229d099db7b7493885295abbf\" title=\"\" tg-width=\"1003\" tg-height=\"628\"/></p><p></p><blockquote><h2 id=\"id_4218336294\" style=\"text-align: start;\">市场监管总局对英伟达实施进一步反垄断调查,涉违反迈络思收购限制性条件</h2></blockquote><p>据市场监管局公告,<strong>市场监管总局决定对英伟达公司实施进一步反垄断调查,指控该公司违反反垄断法及此前收购迈络思时设定的限制性条件,标志着对这家AI芯片巨头的监管审查正在升级。</strong></p><p style=\"text-align: justify;\"><strong>经初步调查,市场监管总局认定英伟达违反了《中华人民共和国反垄断法》和相关监管决定,该机构已于去年12月9日对英伟达开展立案调查。</strong></p><p style=\"text-align: justify;\">据央视新闻此前报道,因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》(市场监管总局公告〔2020〕第16号),市场监管总局依法对英伟达公司开展立案调查。</p><p style=\"text-align: justify;\">此次调查聚焦英伟达2020年完成的69亿美元收购迈络思交易。该交易当时获得中国政府附加限制性条件批准,但监管机构现在认为英伟达未能遵守相关承诺,进一步调查的实施将对英伟达在华业务前景产生不确定性影响,</p><p style=\"text-align: justify;\">消息发布后,英伟达美股盘前跌超2%。</p><p><img src=\"https://static.tigerbbs.com/7b435f2ea12552e98690a734b5685781\" alt=\"\"/></p><h2 id=\"a7e2930\">监管升级:从立案到进一步调查</h2><p style=\"text-align: justify;\">市场监管总局的最新决定表明,对英伟达的反垄断审查正在深化。去年12月的立案调查经过初步调查后,监管机构认定存在违法行为,决定实施更为严格的进一步调查程序。</p><p style=\"text-align: justify;\">根据监管机构通报,英伟达涉嫌违反的具体法规包括《中华人民共和国反垄断法》,以及2020年市场监管总局第16号公告中设定的限制性条件。这些限制性条件是当年批准英伟达收购迈络思时的必要前提。</p><h2 id=\"69\">69亿美元收购案始末</h2><p style=\"text-align: justify;\">英伟达对迈络思的收购始于2019年3月10日的协议签署,拟收购迈络思全部股份。经过漫长的监管审查程序,该交易最终在2020年4月获得中国政府的附加限制性条件批准。</p><p style=\"text-align: justify;\">这笔成交价高达69亿美元的收购让英伟达正式进军“网卡”市场,标志着该公司从GPU制造商向数据中心公司的重要转型。收购完成后,迈络思成为英伟达的全资子公司。</p><p style=\"text-align: justify;\">审批过程显示出监管机构的谨慎态度。2019年4月市场监管总局收到申报后,申报方曾在2020年2月9日申请撤回案件,随后于2月12日再次申报并获得立案审查。</p><p style=\"text-align: justify;\">市场监管总局在当时的评估中认为,英伟达收购迈络思对全球和中国的关键技术市场具有重大影响。具体涉及GPU加速器、专用网络互联设备和高速以太网适配器等三个重要市场领域。</p><p style=\"text-align: justify;\">监管机构判断,此项经营者集中对相关市场"具有或者可能具有排除、限制竞争效果"。这一评估为后续设定限制性条件提供了依据,也成为当前指控英伟达违法的重要基础。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场监管总局:英伟达违反反垄断法,依法决定实施进一步调查</title>\n<style 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start;\"><strong>9月15日,国家市场监管总局宣布,对英伟达公司实施进一步反垄断调查。</strong></p><p>经初步调查,英伟达违反了《中华人民共和国反垄断法》,以及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》。监管部门据此依法决定对其展开进一步调查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30032be229d099db7b7493885295abbf\" title=\"\" tg-width=\"1003\" tg-height=\"628\"/></p><p></p><blockquote><h2 id=\"id_4218336294\" style=\"text-align: start;\">市场监管总局对英伟达实施进一步反垄断调查,涉违反迈络思收购限制性条件</h2></blockquote><p>据市场监管局公告,<strong>市场监管总局决定对英伟达公司实施进一步反垄断调查,指控该公司违反反垄断法及此前收购迈络思时设定的限制性条件,标志着对这家AI芯片巨头的监管审查正在升级。</strong></p><p style=\"text-align: justify;\"><strong>经初步调查,市场监管总局认定英伟达违反了《中华人民共和国反垄断法》和相关监管决定,该机构已于去年12月9日对英伟达开展立案调查。</strong></p><p style=\"text-align: justify;\">据央视新闻此前报道,因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》(市场监管总局公告〔2020〕第16号),市场监管总局依法对英伟达公司开展立案调查。</p><p style=\"text-align: justify;\">此次调查聚焦英伟达2020年完成的69亿美元收购迈络思交易。该交易当时获得中国政府附加限制性条件批准,但监管机构现在认为英伟达未能遵守相关承诺,进一步调查的实施将对英伟达在华业务前景产生不确定性影响,</p><p style=\"text-align: justify;\">消息发布后,英伟达美股盘前跌超2%。</p><p><img src=\"https://static.tigerbbs.com/7b435f2ea12552e98690a734b5685781\" alt=\"\"/></p><h2 id=\"a7e2930\">监管升级:从立案到进一步调查</h2><p style=\"text-align: justify;\">市场监管总局的最新决定表明,对英伟达的反垄断审查正在深化。去年12月的立案调查经过初步调查后,监管机构认定存在违法行为,决定实施更为严格的进一步调查程序。</p><p style=\"text-align: justify;\">根据监管机构通报,英伟达涉嫌违反的具体法规包括《中华人民共和国反垄断法》,以及2020年市场监管总局第16号公告中设定的限制性条件。这些限制性条件是当年批准英伟达收购迈络思时的必要前提。</p><h2 id=\"69\">69亿美元收购案始末</h2><p style=\"text-align: justify;\">英伟达对迈络思的收购始于2019年3月10日的协议签署,拟收购迈络思全部股份。经过漫长的监管审查程序,该交易最终在2020年4月获得中国政府的附加限制性条件批准。</p><p style=\"text-align: justify;\">这笔成交价高达69亿美元的收购让英伟达正式进军“网卡”市场,标志着该公司从GPU制造商向数据中心公司的重要转型。收购完成后,迈络思成为英伟达的全资子公司。</p><p style=\"text-align: justify;\">审批过程显示出监管机构的谨慎态度。2019年4月市场监管总局收到申报后,申报方曾在2020年2月9日申请撤回案件,随后于2月12日再次申报并获得立案审查。</p><p style=\"text-align: justify;\">市场监管总局在当时的评估中认为,英伟达收购迈络思对全球和中国的关键技术市场具有重大影响。具体涉及GPU加速器、专用网络互联设备和高速以太网适配器等三个重要市场领域。</p><p style=\"text-align: justify;\">监管机构判断,此项经营者集中对相关市场"具有或者可能具有排除、限制竞争效果"。这一评估为后续设定限制性条件提供了依据,也成为当前指控英伟达违法的重要基础。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184710427","content_text":"9月15日,国家市场监管总局宣布,对英伟达公司实施进一步反垄断调查。经初步调查,英伟达违反了《中华人民共和国反垄断法》,以及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》。监管部门据此依法决定对其展开进一步调查。市场监管总局对英伟达实施进一步反垄断调查,涉违反迈络思收购限制性条件据市场监管局公告,市场监管总局决定对英伟达公司实施进一步反垄断调查,指控该公司违反反垄断法及此前收购迈络思时设定的限制性条件,标志着对这家AI芯片巨头的监管审查正在升级。经初步调查,市场监管总局认定英伟达违反了《中华人民共和国反垄断法》和相关监管决定,该机构已于去年12月9日对英伟达开展立案调查。据央视新闻此前报道,因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》(市场监管总局公告〔2020〕第16号),市场监管总局依法对英伟达公司开展立案调查。此次调查聚焦英伟达2020年完成的69亿美元收购迈络思交易。该交易当时获得中国政府附加限制性条件批准,但监管机构现在认为英伟达未能遵守相关承诺,进一步调查的实施将对英伟达在华业务前景产生不确定性影响,消息发布后,英伟达美股盘前跌超2%。监管升级:从立案到进一步调查市场监管总局的最新决定表明,对英伟达的反垄断审查正在深化。去年12月的立案调查经过初步调查后,监管机构认定存在违法行为,决定实施更为严格的进一步调查程序。根据监管机构通报,英伟达涉嫌违反的具体法规包括《中华人民共和国反垄断法》,以及2020年市场监管总局第16号公告中设定的限制性条件。这些限制性条件是当年批准英伟达收购迈络思时的必要前提。69亿美元收购案始末英伟达对迈络思的收购始于2019年3月10日的协议签署,拟收购迈络思全部股份。经过漫长的监管审查程序,该交易最终在2020年4月获得中国政府的附加限制性条件批准。这笔成交价高达69亿美元的收购让英伟达正式进军“网卡”市场,标志着该公司从GPU制造商向数据中心公司的重要转型。收购完成后,迈络思成为英伟达的全资子公司。审批过程显示出监管机构的谨慎态度。2019年4月市场监管总局收到申报后,申报方曾在2020年2月9日申请撤回案件,随后于2月12日再次申报并获得立案审查。市场监管总局在当时的评估中认为,英伟达收购迈络思对全球和中国的关键技术市场具有重大影响。具体涉及GPU加速器、专用网络互联设备和高速以太网适配器等三个重要市场领域。监管机构判断,此项经营者集中对相关市场\"具有或者可能具有排除、限制竞争效果\"。这一评估为后续设定限制性条件提供了依据,也成为当前指控英伟达违法的重要基础。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":6810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526559826877147","authorId":"3526559826877147","name":"蓬狗屎","avatar":"https://static.tigerbbs.com/1437aaae913b6c4cdd5b6b2decdb198a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3526559826877147","authorIdStr":"3526559826877147"},"content":"[笑哭] [笑哭] [笑哭]","text":"[笑哭] [笑哭] [笑哭]","html":"[笑哭] [笑哭] [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476922366681344,"gmtCreate":1757458588122,"gmtModify":1757458590157,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"虽然我也用苹果,但是看到“顺利使用一整天”实在是绷不住了","listText":"虽然我也用苹果,但是看到“顺利使用一整天”实在是绷不住了","text":"虽然我也用苹果,但是看到“顺利使用一整天”实在是绷不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476922366681344","repostId":"1119229494","repostType":4,"repost":{"id":"1119229494","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1757438318,"share":"https://www.laohunote.com/m/news/1119229494?lang=zh_CN&edition=full","pubTime":"2025-09-10 01:18","market":"us","language":"zh","title":"苹果召开秋季新品发布会,iPhone 17系列最低起售价799美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1119229494","media":"老虎资讯综合","summary":"苹果正式推出iPhone 17系列。","content":"<html><head></head><body><p><strong>iPhone 17</strong></p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>正式推出iPhone 17系列。iPhone 17起售价为799美元,iPhone Air起售价为999美元,iPhone 17 Pro起售价为1099美元,iPhone 17 Pro Max起售价为1199美元。</p><p>iPhone 17系列国行版售价5999元起,iPhone Air售价7999元起,Pro售价8999元起,Pro Max售价9999元起。本次最贵版本的iPhone 17 Pro Max售价17999元,为iPhone历代以来最高价格。9月12日晚8点开始接受预购,9月19日发售。</p><p>截至发稿,苹果股价跌超1.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3137485853c8b98bd3f84cffffa35e1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>iPhone 17搭载了全新的A19芯片,性能更快、能效更高。苹果表示,搭载新芯片后,设备端大语言模型的运行速度进一步加快。该芯片采用6核CPU和5核GPU,性能比A18芯片提升20%。</p><p>iPhone 17拥有4800万像素的主摄像头和1200万像素的长焦摄像头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/481066b71535b3a1b7d675a3eda511c9\" title=\"\" tg-width=\"1186\" tg-height=\"721\"/></p><p>苹果推出iPhone 17 Air,这是迄今为止最薄的iPhone机型,厚度为5.6毫米,比三星的5.8毫米Galaxy S25 Edge略薄。这两款手机都使用钛金属框架。iPhone Air将搭载A19 Pro芯片。</p><p>该手机采用了新的设计,两侧精密加工,专为定制相机、芯片和模块而设计,而手机的其他部分都是电池。该机前后均采用超瓷晶面板,中框等核心结构采用5级航空级钛金属打造而成,正面配备6.5英寸120Hz ProMotion刷新率面板(峰值亮度3000尼特),支持AOD 1Hz熄屏显示,匹配18MP自拍摄像头。</p><p>手机背面配备48MP融合摄像头。该机搭载A19 Pro处理器,引入第二代动态缓存结构,GPU峰值运算能力高达A18 Pro的3倍。同时还引入了苹果设计的N1芯片,支持Wi-Fi 7、蓝牙6.0和Thread网络,还引入了C1X苹果自研调制解调器。</p><p>同时,该机引入eSIM技术,同时在苹果iOS 26加持下引入AI省电技术,号称可以帮助用户“顺利使用一整天”。即使用户续航不足,还可以选购新版超薄MagSafe外接电池(搭配外接电池播放视频续航至高40小时)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/106b848315ffde8b53324b028e2cce62\" title=\"\" tg-width=\"1135\" tg-height=\"645\"/></p><p>苹果发布iPhone 17 Pro。iPhone 17 Pro将提供256GB、512GB和1TB的内存选项。iPhone 17 Pro Max将提供256GB、512GB、1TB和2TB四种内存选项。</p><p>苹果公司:A19 Pro芯片将使iPhone 17 Pro和iPhone 17 Pro Max的持续性能提升高达40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91b09f5cc304102ab3793c1ed67845bc\" title=\"\" tg-width=\"1212\" tg-height=\"672\"/></p><p><strong>AirPods Pro 3</strong></p><p>苹果推出AirPods Pro 3,预计将于9月19日上市,售价为249美元。该产品将具备实时翻译功能,并采用全新的声学设计,其多端口声学架构可“重塑低音响应”,从而提升音乐、节目和电话通话中的人声表现。</p><p>AirPods Pro 3采用了全新设计的耳塞,佩戴贴合度更佳。即使在高强度锻炼期间也能稳固贴合。此外,抗汗防水性能也有所提升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25c41c07066b70bb5476733491e2be9e\" title=\"\" tg-width=\"1242\" tg-height=\"697\"/></p><p><strong>Apple Watch</strong></p><p>苹果宣布推出Apple Watch Series 11,Apple Watch 11新增蜂窝通信的5G模组,具备高血压检测功能。苹果预计很快能获得FDA对高血压监测技术的批准。Apple Watch Series 11抗刮擦能力提升至两倍,更加耐用。一项重要新功能是搭载了5G调制解调器。苹果公司还推出了几款全新表盘。</p><p style=\"text-align: justify;\">此外苹果还宣布推出Apple Watch SE 3和Apple Watch Ultra 3。Apple Watch SE 3售价为249美元。Apple Watch Ultra 3将具备卫星连接功能,续航时间为42小时,引入通知功能,提醒用户注意慢性高血压的征兆,售价为799美元。</p><p style=\"text-align: justify;\">新款手表将于9月19日上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7e8c5ffd36211dac77ccdc46f249f98\" title=\"\" tg-width=\"1241\" tg-height=\"694\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果召开秋季新品发布会,iPhone 17系列最低起售价799美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果召开秋季新品发布会,iPhone 17系列最低起售价799美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-10 01:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>iPhone 17</strong></p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>正式推出iPhone 17系列。iPhone 17起售价为799美元,iPhone Air起售价为999美元,iPhone 17 Pro起售价为1099美元,iPhone 17 Pro Max起售价为1199美元。</p><p>iPhone 17系列国行版售价5999元起,iPhone Air售价7999元起,Pro售价8999元起,Pro Max售价9999元起。本次最贵版本的iPhone 17 Pro Max售价17999元,为iPhone历代以来最高价格。9月12日晚8点开始接受预购,9月19日发售。</p><p>截至发稿,苹果股价跌超1.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3137485853c8b98bd3f84cffffa35e1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>iPhone 17搭载了全新的A19芯片,性能更快、能效更高。苹果表示,搭载新芯片后,设备端大语言模型的运行速度进一步加快。该芯片采用6核CPU和5核GPU,性能比A18芯片提升20%。</p><p>iPhone 17拥有4800万像素的主摄像头和1200万像素的长焦摄像头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/481066b71535b3a1b7d675a3eda511c9\" title=\"\" tg-width=\"1186\" tg-height=\"721\"/></p><p>苹果推出iPhone 17 Air,这是迄今为止最薄的iPhone机型,厚度为5.6毫米,比三星的5.8毫米Galaxy S25 Edge略薄。这两款手机都使用钛金属框架。iPhone Air将搭载A19 Pro芯片。</p><p>该手机采用了新的设计,两侧精密加工,专为定制相机、芯片和模块而设计,而手机的其他部分都是电池。该机前后均采用超瓷晶面板,中框等核心结构采用5级航空级钛金属打造而成,正面配备6.5英寸120Hz ProMotion刷新率面板(峰值亮度3000尼特),支持AOD 1Hz熄屏显示,匹配18MP自拍摄像头。</p><p>手机背面配备48MP融合摄像头。该机搭载A19 Pro处理器,引入第二代动态缓存结构,GPU峰值运算能力高达A18 Pro的3倍。同时还引入了苹果设计的N1芯片,支持Wi-Fi 7、蓝牙6.0和Thread网络,还引入了C1X苹果自研调制解调器。</p><p>同时,该机引入eSIM技术,同时在苹果iOS 26加持下引入AI省电技术,号称可以帮助用户“顺利使用一整天”。即使用户续航不足,还可以选购新版超薄MagSafe外接电池(搭配外接电池播放视频续航至高40小时)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/106b848315ffde8b53324b028e2cce62\" title=\"\" tg-width=\"1135\" tg-height=\"645\"/></p><p>苹果发布iPhone 17 Pro。iPhone 17 Pro将提供256GB、512GB和1TB的内存选项。iPhone 17 Pro Max将提供256GB、512GB、1TB和2TB四种内存选项。</p><p>苹果公司:A19 Pro芯片将使iPhone 17 Pro和iPhone 17 Pro Max的持续性能提升高达40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91b09f5cc304102ab3793c1ed67845bc\" title=\"\" tg-width=\"1212\" tg-height=\"672\"/></p><p><strong>AirPods Pro 3</strong></p><p>苹果推出AirPods Pro 3,预计将于9月19日上市,售价为249美元。该产品将具备实时翻译功能,并采用全新的声学设计,其多端口声学架构可“重塑低音响应”,从而提升音乐、节目和电话通话中的人声表现。</p><p>AirPods Pro 3采用了全新设计的耳塞,佩戴贴合度更佳。即使在高强度锻炼期间也能稳固贴合。此外,抗汗防水性能也有所提升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25c41c07066b70bb5476733491e2be9e\" title=\"\" tg-width=\"1242\" tg-height=\"697\"/></p><p><strong>Apple Watch</strong></p><p>苹果宣布推出Apple Watch Series 11,Apple Watch 11新增蜂窝通信的5G模组,具备高血压检测功能。苹果预计很快能获得FDA对高血压监测技术的批准。Apple Watch Series 11抗刮擦能力提升至两倍,更加耐用。一项重要新功能是搭载了5G调制解调器。苹果公司还推出了几款全新表盘。</p><p style=\"text-align: justify;\">此外苹果还宣布推出Apple Watch SE 3和Apple Watch Ultra 3。Apple Watch SE 3售价为249美元。Apple Watch Ultra 3将具备卫星连接功能,续航时间为42小时,引入通知功能,提醒用户注意慢性高血压的征兆,售价为799美元。</p><p style=\"text-align: justify;\">新款手表将于9月19日上市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7e8c5ffd36211dac77ccdc46f249f98\" title=\"\" tg-width=\"1241\" tg-height=\"694\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6713536fd66bfbe8e9145be043552b8e","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119229494","content_text":"iPhone 17苹果正式推出iPhone 17系列。iPhone 17起售价为799美元,iPhone Air起售价为999美元,iPhone 17 Pro起售价为1099美元,iPhone 17 Pro Max起售价为1199美元。iPhone 17系列国行版售价5999元起,iPhone Air售价7999元起,Pro售价8999元起,Pro Max售价9999元起。本次最贵版本的iPhone 17 Pro Max售价17999元,为iPhone历代以来最高价格。9月12日晚8点开始接受预购,9月19日发售。截至发稿,苹果股价跌超1.4%。iPhone 17搭载了全新的A19芯片,性能更快、能效更高。苹果表示,搭载新芯片后,设备端大语言模型的运行速度进一步加快。该芯片采用6核CPU和5核GPU,性能比A18芯片提升20%。iPhone 17拥有4800万像素的主摄像头和1200万像素的长焦摄像头。苹果推出iPhone 17 Air,这是迄今为止最薄的iPhone机型,厚度为5.6毫米,比三星的5.8毫米Galaxy S25 Edge略薄。这两款手机都使用钛金属框架。iPhone Air将搭载A19 Pro芯片。该手机采用了新的设计,两侧精密加工,专为定制相机、芯片和模块而设计,而手机的其他部分都是电池。该机前后均采用超瓷晶面板,中框等核心结构采用5级航空级钛金属打造而成,正面配备6.5英寸120Hz ProMotion刷新率面板(峰值亮度3000尼特),支持AOD 1Hz熄屏显示,匹配18MP自拍摄像头。手机背面配备48MP融合摄像头。该机搭载A19 Pro处理器,引入第二代动态缓存结构,GPU峰值运算能力高达A18 Pro的3倍。同时还引入了苹果设计的N1芯片,支持Wi-Fi 7、蓝牙6.0和Thread网络,还引入了C1X苹果自研调制解调器。同时,该机引入eSIM技术,同时在苹果iOS 26加持下引入AI省电技术,号称可以帮助用户“顺利使用一整天”。即使用户续航不足,还可以选购新版超薄MagSafe外接电池(搭配外接电池播放视频续航至高40小时)。苹果发布iPhone 17 Pro。iPhone 17 Pro将提供256GB、512GB和1TB的内存选项。iPhone 17 Pro Max将提供256GB、512GB、1TB和2TB四种内存选项。苹果公司:A19 Pro芯片将使iPhone 17 Pro和iPhone 17 Pro Max的持续性能提升高达40%。AirPods Pro 3苹果推出AirPods Pro 3,预计将于9月19日上市,售价为249美元。该产品将具备实时翻译功能,并采用全新的声学设计,其多端口声学架构可“重塑低音响应”,从而提升音乐、节目和电话通话中的人声表现。AirPods Pro 3采用了全新设计的耳塞,佩戴贴合度更佳。即使在高强度锻炼期间也能稳固贴合。此外,抗汗防水性能也有所提升。Apple Watch苹果宣布推出Apple Watch Series 11,Apple Watch 11新增蜂窝通信的5G模组,具备高血压检测功能。苹果预计很快能获得FDA对高血压监测技术的批准。Apple Watch Series 11抗刮擦能力提升至两倍,更加耐用。一项重要新功能是搭载了5G调制解调器。苹果公司还推出了几款全新表盘。此外苹果还宣布推出Apple Watch SE 3和Apple Watch Ultra 3。Apple Watch SE 3售价为249美元。Apple Watch Ultra 3将具备卫星连接功能,续航时间为42小时,引入通知功能,提醒用户注意慢性高血压的征兆,售价为799美元。新款手表将于9月19日上市。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":4635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472867684749576,"gmtCreate":1756477918240,"gmtModify":1756477920150,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"看成pdd了","listText":"看成pdd了","text":"看成pdd了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472867684749576","repostId":"1154220479","repostType":4,"repost":{"id":"1154220479","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756477438,"share":"https://www.laohunote.com/m/news/1154220479?lang=zh_CN&edition=full","pubTime":"2025-08-29 22:23","market":"us","language":"zh","title":"房多多盘中飙升超60%,上半年收入增长45.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154220479","media":"老虎资讯综合","summary":"2024 年同期为人民币 1.4 亿元。","content":"<html><head></head><body><p>周五, <a href=\"https://laohu8.com/S/DUO\">房多多</a> 迅猛拉升,盘中大涨超60%,截至发稿涨幅超50%。公司报告称,2025 年上半年收入增长 45.3%,达到人民币 2.034 亿元,而 2024 年同期为人民币 1.4 亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/613bcbfc6abc07e226c87e84d61b0a4b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而,该公司2025年上半年净亏损3920万元人民币,而2024年同期净利润为1640万元。</p><p>截至2025年6月30日的六个月,该公司平台促成的交易总额(GMV)增长27.3%,达到80亿元人民币(11亿美元),高于2024年上半年的62亿元人民币。这一增长得益于政府的支持性政策、市场环境的改善,以及公司对核心项目的关注以及与知名开发商的战略合作。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>房多多盘中飙升超60%,上半年收入增长45.3%</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{ 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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房多多盘中飙升超60%,上半年收入增长45.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-29 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五, <a href=\"https://laohu8.com/S/DUO\">房多多</a> 迅猛拉升,盘中大涨超60%,截至发稿涨幅超50%。公司报告称,2025 年上半年收入增长 45.3%,达到人民币 2.034 亿元,而 2024 年同期为人民币 1.4 亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/613bcbfc6abc07e226c87e84d61b0a4b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而,该公司2025年上半年净亏损3920万元人民币,而2024年同期净利润为1640万元。</p><p>截至2025年6月30日的六个月,该公司平台促成的交易总额(GMV)增长27.3%,达到80亿元人民币(11亿美元),高于2024年上半年的62亿元人民币。这一增长得益于政府的支持性政策、市场环境的改善,以及公司对核心项目的关注以及与知名开发商的战略合作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d45141083debe3523523a6d73116959","relate_stocks":{"DUO":"房多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154220479","content_text":"周五, 房多多 迅猛拉升,盘中大涨超60%,截至发稿涨幅超50%。公司报告称,2025 年上半年收入增长 45.3%,达到人民币 2.034 亿元,而 2024 年同期为人民币 1.4 亿元。然而,该公司2025年上半年净亏损3920万元人民币,而2024年同期净利润为1640万元。截至2025年6月30日的六个月,该公司平台促成的交易总额(GMV)增长27.3%,达到80亿元人民币(11亿美元),高于2024年上半年的62亿元人民币。这一增长得益于政府的支持性政策、市场环境的改善,以及公司对核心项目的关注以及与知名开发商的战略合作。","news_type":1,"symbols_score_info":{"DUO":1.1}},"isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470187660243040,"gmtCreate":1755823351499,"gmtModify":1755823353201,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"themes":[],"title":"","htmlText":"不好卖了","listText":"不好卖了","text":"不好卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470187660243040","repostId":"1128907694","repostType":4,"repost":{"id":"1128907694","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1755821386,"share":"https://www.laohunote.com/m/news/1128907694?lang=zh_CN&edition=full","pubTime":"2025-08-22 08:09","market":"us","language":"zh","title":"市场消息:英伟达要求暂停H20芯片生产","url":"https://stock-news.laohu8.com/highlight/detail?id=1128907694","media":"老虎资讯综合","summary":"8月22日,$英伟达(NVDA)$美股夜盘跌幅扩大至1%!市场消息称英伟达要求暂停H20芯片生产。","content":"<html><head></head><body><p>8月22日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>美股夜盘跌幅扩大至1%!市场消息称英伟达要求暂停H20芯片生产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/334f6a869af509c666f903f62b93e11c\" tg-width=\"840\" tg-height=\"834\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息:英伟达要求暂停H20芯片生产</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>美股夜盘跌幅扩大至1%!市场消息称英伟达要求暂停H20芯片生产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/334f6a869af509c666f903f62b93e11c\" tg-width=\"840\" tg-height=\"834\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"159813":"芯片","BK4612":"AI芯片","BK4614":"Manus概念股","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128907694","content_text":"8月22日,英伟达美股夜盘跌幅扩大至1%!市场消息称英伟达要求暂停H20芯片生产。","news_type":1,"symbols_score_info":{"159813":1,"NVDA":1,"NVDL":1.1}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}