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咸鱼突刺
成长中的韭菜
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咸鱼突刺
咸鱼突刺
·
19:57
拼多多真的是法外狂徒啊
[强]
暴力抗法
7大平台回应涉“幽灵外卖”被处罚
坚决落实食安责任
7大平台回应涉“幽灵外卖”被处罚
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咸鱼突刺
咸鱼突刺
·
04-08
$英特尔(INTC)$
每股涨起来真的猛啊,之前持仓成本47,每周卖call,好不容易把成本压到45,上周卖了46的call,…… 说多了都是泪[捂脸]
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咸鱼突刺
咸鱼突刺
·
03-31
$英特尔(INTC)$
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咸鱼突刺
咸鱼突刺
·
03-23
整个世界都被川普玩弄于股掌
特朗普表示对伊朗打击被推迟!美股三大股指期货拉升,国际油价直线下挫
3月23日,美股三大股指期货突然拉升,国际油价直线下挫!特朗普:美国和伊朗在过去两天进行了非常良好和富有成效的对话,讨论了在中东完全和彻底解决我们之间敌对关系的事宜。我已指示美国国防部,在当前会谈和磋商取得成功的前提下,将针对伊朗发电厂和能源基础设施的任何军事打击推迟五天。
特朗普表示对伊朗打击被推迟!美股三大股指期货拉升,国际油价直线下挫
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咸鱼突刺
咸鱼突刺
·
03-10
所以AI应该是一个长期的发展趋势,而不是一时的泡沫
英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”
AI 是塑造当今世界的强大力量之一。AI 依托真实的硬件、能源和经济体系运行。AI 打破了这种模式。AI 即基础设施从工业角度审视 AI,其架构可分解为五层。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。与此同时,AI 正在提高整个知识经济领域的生产力。题中要义当你将 AI 视为必不可少的基础设施时,其影响便显而易见。AI 正在成为现代世界的基础设施。
英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”
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咸鱼突刺
咸鱼突刺
·
03-01
新的一年,我最想做的一件事是:能够做到纪律性的交易,实现期权收益可以到达2万刀左右
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咸鱼突刺
咸鱼突刺
·
01-22
$英特尔(INTC)$
等财报后找机会再买入吧
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咸鱼突刺
咸鱼突刺
·
01-21
臭打游戏的不配[流泪]
涨价 20% 只是开始,切割PC 玩家,为了拿到华尔街的通关卡?
要是你最近打算组装一台电脑,或者买最新的AIPC,你可能会碰到一件奇怪的事情,新款CoreUltra处理器不光价格比刚上市时贵了15%到20%, 并且很多店铺还显示缺货预订。
涨价 20% 只是开始,切割PC 玩家,为了拿到华尔街的通关卡?
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咸鱼突刺
咸鱼突刺
·
01-13
$英特尔(INTC)$
all in intel,AI末班车了这是
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咸鱼突刺
咸鱼突刺
·
2025-11-29
$INTC 20251128 38.0 CALL$
[捂脸] 没想到半天时间翻车了
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href=\"https://laohu8.com/S/JD\">京东</a>、淘宝闪购(原饿了么)、抖音、淘宝、天猫等7家电商平台“幽灵外卖”系列案作出行政处罚,责令7家电商平台改正违法行为,暂停新增蛋糕店铺3至9个月不等,并处以罚没款共计35.97亿元。同时,对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。</span></p><p><span><span>7家电商平台</span></span>随后<span><span>相继回应称,接受处罚并落实整改。</span></span></p><p><b>拼多多</b>表示对此诚恳接受,坚决服从。“我们将以此为戒,进一步规范业务流程,完善升级。坚守初心,积极履行社会责任。”</p><p><b><a href=\"https://laohu8.com/S/03690\">美团</a></b>回应:“我们将按照食品安全监管要求,深入落实各项整改措施,全面提升治理能力,在各级监管部门指导下,坚决打击餐饮转单、利用虚假资质上线等违法违规行为和黑灰产产业链,进一步升级举措、强化治理力度,切实守护外卖食品安全。”</p><p><b>京东</b>表示:“我们全面接受并坚决拥护执行市场监管总局的食安监管要求。京东将持续升级技术手段,优化审核机制,压实主体责任,保障食品安全和品质。诚挚感谢并欢迎各界持续监督,共同推动行业食安规范化、品质化发展。”</p><p><b>淘宝闪购(</b>前身饿了么)回应,坚决执行市场监管总局相关行政处罚决定。“我们将按照食品安全监管要求,全面排查,坚决治理,持续和常态化开展平台合规建设和落实整改工作,坚决铲除灰黑产孳生土壤,真正把‘守护舌尖上的安全’落在实处。”</p><p><b>抖音</b>表示,“对此处罚,我司诚恳接受,坚决落实。我们将继续强化依法经营,持续提升合规治理水平,切实履行社会责任,积极营造健康平台生态,携手平台内商家为广大消费者提供更加优质的服务。”</p><p><b>淘天集团</b>(淘宝、天猫)表示坚决执行市场监管总局相关行政处罚决定。“我们将按照食品安全监管要求,全面排查,坚决治理,持续和常态化开展平台合规建设和落实整改工作,坚决铲除灰黑产孳生土壤,真正把‘守护舌尖上的安全’落在实处。”</p></body></html>","source":"gelonghui_highlight","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\" 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href=https://www.gelonghui.com/p/4461121><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月17日,市场监管总局依法对拼多多、美团、京东、淘宝闪购(原饿了么)、抖音、淘宝、天猫等7家电商平台“幽灵外卖”系列案作出行政处罚,责令7家电商平台改正违法行为,暂停新增蛋糕店铺3至9个月不等,并处以罚没款共计35.97亿元。同时,对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。7家电商平台随后相继回应称,接受处罚并落实整改。拼多多表示对此诚恳接受,坚决服从。“我们将...</p>\n\n<a href=\"https://www.gelonghui.com/p/4461121\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/5b09f-033e62e9-590a-4425-a892-3413b932baa4.jpg?guru_height=854&guru_width=1280&guru_size=249427","relate_stocks":{"89988":"阿里巴巴-WR","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BBYY":"GraniteShares YieldBOOST BABA ETF","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU2476274720.SGD":"ALLIANZ 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ACC"},"source_url":"https://www.gelonghui.com/p/4461121","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2628731705","content_text":"4月17日,市场监管总局依法对拼多多、美团、京东、淘宝闪购(原饿了么)、抖音、淘宝、天猫等7家电商平台“幽灵外卖”系列案作出行政处罚,责令7家电商平台改正违法行为,暂停新增蛋糕店铺3至9个月不等,并处以罚没款共计35.97亿元。同时,对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。7家电商平台随后相继回应称,接受处罚并落实整改。拼多多表示对此诚恳接受,坚决服从。“我们将以此为戒,进一步规范业务流程,完善升级。坚守初心,积极履行社会责任。”美团回应:“我们将按照食品安全监管要求,深入落实各项整改措施,全面提升治理能力,在各级监管部门指导下,坚决打击餐饮转单、利用虚假资质上线等违法违规行为和黑灰产产业链,进一步升级举措、强化治理力度,切实守护外卖食品安全。”京东表示:“我们全面接受并坚决拥护执行市场监管总局的食安监管要求。京东将持续升级技术手段,优化审核机制,压实主体责任,保障食品安全和品质。诚挚感谢并欢迎各界持续监督,共同推动行业食安规范化、品质化发展。”淘宝闪购(前身饿了么)回应,坚决执行市场监管总局相关行政处罚决定。“我们将按照食品安全监管要求,全面排查,坚决治理,持续和常态化开展平台合规建设和落实整改工作,坚决铲除灰黑产孳生土壤,真正把‘守护舌尖上的安全’落在实处。”抖音表示,“对此处罚,我司诚恳接受,坚决落实。我们将继续强化依法经营,持续提升合规治理水平,切实履行社会责任,积极营造健康平台生态,携手平台内商家为广大消费者提供更加优质的服务。”淘天集团(淘宝、天猫)表示坚决执行市场监管总局相关行政处罚决定。“我们将按照食品安全监管要求,全面排查,坚决治理,持续和常态化开展平台合规建设和落实整改工作,坚决铲除灰黑产孳生土壤,真正把‘守护舌尖上的安全’落在实处。”","news_type":1,"symbols_score_info":{"89988":0.6,"MPNGY":1.91,"KJD":0.6,"KBAB":0.6,"HBBD.SI":0.6,"JD":1.91,"BABU":0.6,"BABO":0.6,"09618":1.91,"BBYY":0.6,"BABA":1.89,"BABW":0.6,"ALBmain":0.6,"09988":1.89,"03690":1.91,"BABX":0.6,"PDD":1.91}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551475474556152,"gmtCreate":1775659405479,"gmtModify":1775659408127,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 每股涨起来真的猛啊,之前持仓成本47,每周卖call,好不容易把成本压到45,上周卖了46的call,…… 说多了都是泪[捂脸] ","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 每股涨起来真的猛啊,之前持仓成本47,每周卖call,好不容易把成本压到45,上周卖了46的call,…… 说多了都是泪[捂脸] ","text":"$英特尔(INTC)$ 每股涨起来真的猛啊,之前持仓成本47,每周卖call,好不容易把成本压到45,上周卖了46的call,…… 说多了都是泪[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/551475474556152","isVote":1,"tweetType":1,"viewCount":8568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548322067210520,"gmtCreate":1774891267124,"gmtModify":1774891279079,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/423e156989d2c90f21d324bd9c29f0d2","width":"320","height":"521"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548322067210520","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":545812417577272,"gmtCreate":1774264339857,"gmtModify":1774264342210,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"整个世界都被川普玩弄于股掌","listText":"整个世界都被川普玩弄于股掌","text":"整个世界都被川普玩弄于股掌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545812417577272","repostId":"1192440900","repostType":4,"repost":{"id":"1192440900","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":1774264070,"share":"https://www.laohu8.com/m/news/1192440900?lang=zh_CN&edition=full","pubTime":"2026-03-23 19:07","market":"us","language":"zh","title":"特朗普表示对伊朗打击被推迟!美股三大股指期货拉升,国际油价直线下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1192440900","media":"老虎资讯综合","summary":"3月23日,美股三大股指期货突然拉升,国际油价直线下挫!特朗普:美国和伊朗在过去两天进行了非常良好和富有成效的对话,讨论了在中东完全和彻底解决我们之间敌对关系的事宜。我已指示美国国防部,在当前会谈和磋商取得成功的前提下,将针对伊朗发电厂和能源基础设施的任何军事打击推迟五天。","content":"<html><head></head><body><p>3月23日,美股三大股指期货突然拉升,国际油价直线下挫!美国总统特朗普在社交媒体发文表示:“我很高兴地报告,美国与伊朗在过去两天里,就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围(对话将在本周持续进行),我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天,具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注!”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News:消息人士称,伊朗与美国之间既没有直接接触,也没有通过中间人进行沟通。消息人士称,在获悉伊朗将打击西亚地区所有发电厂后,特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社:一名伊朗高级安全官员表示,特朗普的相关言论为心理战。迄今未进行过任何谈判,目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出,虽然双方之间可能存在过某种联系的可能性,但关键在于,所有事情都需要放在更恰当的背景下来审视。人们都清楚,特朗普喜欢对事情进行夸大其词的描述,不过任何事情都有两面性,这无疑又将是那种需要谨慎对待的情况之一。所以,在解读这些最新的新闻报道时要格外小心。归根结底,真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前,一切都不会有改变。</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>特朗普表示对伊朗打击被推迟!美股三大股指期货拉升,国际油价直线下挫</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特朗普表示对伊朗打击被推迟!美股三大股指期货拉升,国际油价直线下挫\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\">2026-03-23 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日,美股三大股指期货突然拉升,国际油价直线下挫!美国总统特朗普在社交媒体发文表示:“我很高兴地报告,美国与伊朗在过去两天里,就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围(对话将在本周持续进行),我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天,具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注!”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News:消息人士称,伊朗与美国之间既没有直接接触,也没有通过中间人进行沟通。消息人士称,在获悉伊朗将打击西亚地区所有发电厂后,特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社:一名伊朗高级安全官员表示,特朗普的相关言论为心理战。迄今未进行过任何谈判,目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出,虽然双方之间可能存在过某种联系的可能性,但关键在于,所有事情都需要放在更恰当的背景下来审视。人们都清楚,特朗普喜欢对事情进行夸大其词的描述,不过任何事情都有两面性,这无疑又将是那种需要谨慎对待的情况之一。所以,在解读这些最新的新闻报道时要格外小心。归根结底,真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前,一切都不会有改变。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192440900","content_text":"3月23日,美股三大股指期货突然拉升,国际油价直线下挫!美国总统特朗普在社交媒体发文表示:“我很高兴地报告,美国与伊朗在过去两天里,就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围(对话将在本周持续进行),我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天,具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注!”据伊朗媒体Fars News:消息人士称,伊朗与美国之间既没有直接接触,也没有通过中间人进行沟通。消息人士称,在获悉伊朗将打击西亚地区所有发电厂后,特朗普已选择退缩。据伊朗塔斯尼姆通讯社:一名伊朗高级安全官员表示,特朗普的相关言论为心理战。迄今未进行过任何谈判,目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。有分析师指出,虽然双方之间可能存在过某种联系的可能性,但关键在于,所有事情都需要放在更恰当的背景下来审视。人们都清楚,特朗普喜欢对事情进行夸大其词的描述,不过任何事情都有两面性,这无疑又将是那种需要谨慎对待的情况之一。所以,在解读这些最新的新闻报道时要格外小心。归根结底,真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前,一切都不会有改变。","news_type":1,"symbols_score_info":{"ESmain":2,"MNQ2612":2,"YMmain":2,"BZmain":2,"MNQ2603":2,"NQmain":2,"CLmain":2,"MNQmain":2}},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541204924171040,"gmtCreate":1773155604828,"gmtModify":1773155607113,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"所以AI应该是一个长期的发展趋势,而不是一时的泡沫","listText":"所以AI应该是一个长期的发展趋势,而不是一时的泡沫","text":"所以AI应该是一个长期的发展趋势,而不是一时的泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541204924171040","repostId":"1139318062","repostType":4,"repost":{"id":"1139318062","kind":"news","pubTimestamp":1773155060,"share":"https://www.laohu8.com/m/news/1139318062?lang=zh_CN&edition=full","pubTime":"2026-03-10 23:04","market":"us","language":"zh","title":"英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”","url":"https://stock-news.laohu8.com/highlight/detail?id=1139318062","media":"英伟达官网","summary":"AI 是塑造当今世界的强大力量之一。AI 依托真实的硬件、能源和经济体系运行。AI 打破了这种模式。AI 即基础设施从工业角度审视 AI,其架构可分解为五层。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。与此同时,AI 正在提高整个知识经济领域的生产力。题中要义当你将 AI 视为必不可少的基础设施时,其影响便显而易见。AI 正在成为现代世界的基础设施。","content":"<html><head></head><body><p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。</p><p style=\"text-align: justify;\">AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。</p><p style=\"text-align: justify;\">要理解 AI 为何以这种方式发展,我们需要从基本原理进行推理,并了解计算领域发生了哪些根本性变化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe401c1f00ab3456a6cdf457c1dc71b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"488\"/></p><h2 id=\"id_2998002530\" style=\"text-align: justify;\">从预制软件到实时智能</h2><p style=\"text-align: justify;\">在计算技术发展的历史中,软件通常都是预先制作好的。人类描述一种算法,计算机执行此操作。数据必须经过精心设计,存储在表格中,并通过精确查询进行检索。SQL 变得不可或缺,因为过去的世界因此得以运转。</p><p style=\"text-align: justify;\">AI 打破了这种模式。</p><p style=\"text-align: justify;\">我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是,它能够实时生成智能。</p><p style=\"text-align: justify;\">每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令,而是软件根据需求进行推理并生成智能。</p><p style=\"text-align: justify;\">由于智能是实时生成的,因此其背后的整个计算架构都必须重新设计。</p><h2 id=\"id_3660396765\" style=\"text-align: justify;\">AI 即基础设施</h2><p style=\"text-align: justify;\">从工业角度审视 AI,其架构可分解为五层。</p><h2 id=\"id_1341798990\" style=\"text-align: justify;\">能源</h2><p style=\"text-align: justify;\">最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token,都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下,没有抽象层。能源是 AI 基础设施的首要原则,也是制约系统能产生多少智能的瓶颈因素。</p><h2 id=\"id_376055559\" style=\"text-align: justify;\">芯片</h2><p style=\"text-align: justify;\">能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。</p><h2 id=\"id_534687372\" style=\"text-align: justify;\">基础设施</h2><p style=\"text-align: justify;\">芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信,以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息,而是制造智能。</p><h2 id=\"id_3010887028\" style=\"text-align: justify;\">模型</h2><p style=\"text-align: justify;\">基础设施层之上是模型层。AI 模型能够理解多种类型的信息:语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。</p><h2 id=\"id_511608165\" style=\"text-align: justify;\">应用</h2><p style=\"text-align: justify;\">最上层是应用层,经济价值在此产生,比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构,能带来不同的成果。</p><p style=\"text-align: justify;\"><strong>这就是五层蛋糕架构:</strong></p><p style=\"text-align: justify;\"><strong>能源 → 芯片 → 基础设施 → 模型 → 应用。</strong></p><p style=\"text-align: justify;\">每一个成功的应用都会拉动其下的每一层,直至维持其运行的动力设备。</p><p style=\"text-align: justify;\">我们才刚刚开始这一建设进程,目前已投入数千亿美元,但仍需建设价值数万亿美元的基础设施。</p><p style=\"text-align: justify;\">放眼全球,我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。</p><p style=\"text-align: justify;\">支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位,且目前供不应求。参与这场变革无需拥有计算机科学博士学位。</p><p style=\"text-align: justify;\">与此同时,AI 正在提高整个知识经济领域的生产力。以放射学为例,AI 已经能够辅助解读扫描影像,但对放射科医生的需求仍在持续增长。这并非矛盾现象。</p><p style=\"text-align: justify;\">放射科医生的职责就是照顾患者,而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时,放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高,将能够为更多的患者提供服务,也会雇佣更多员工。</p><p style=\"text-align: justify;\">生产力提升创造产能,产能扩大推动增长。</p><h2 id=\"id_2910824960\" style=\"text-align: justify;\">过去一年的变化?</h2><p style=\"text-align: justify;\">在过去的一年里,AI 跨越了一个重要的门槛。模型性能显著提升,可以大规模投入使用。推理能力增强,幻觉现象减少,落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。</p><p style=\"text-align: justify;\">药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。</p><p style=\"text-align: justify;\">开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时,它们改变的不仅仅是软件领域,而是激活了整个技术栈的需求。</p><p style=\"text-align: justify;\">DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型,它加速了应用层的普及,并带动了底层对训练、基础设施、芯片和能源的需求增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba13c49bfc1d160316f049e2f205ec79\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"512\"/></p><h2 id=\"id_3376366002\" style=\"text-align: justify;\">题中要义</h2><p style=\"text-align: justify;\">当你将 AI 视为必不可少的基础设施时,其影响便显而易见。</p><p style=\"text-align: justify;\">AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革,重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。</p><p style=\"text-align: justify;\">如今,AI 工厂正在兴建,因为智能已实现实时生成。芯片正在被重新设计,因为效率决定了智能的扩展速度。能源成为核心要素,因为它从根本上决定了智能的生产规模上限。应用加速发展,因为底层模型已跨越门槛,得以大规模投入使用。</p><p style=\"text-align: justify;\">每一层都相互强化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/356ed840adf707ebd510799165eb55ac\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf43e855369304ee76bd3b0d99cc9d11\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d95f3c98c49ff1ca37b71c1996103872\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe4dafb2cadddfbe3780f3740c7ed37\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acff1b2415fba82d0f4a2ab414241448\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p style=\"text-align: justify;\">正因如此,AI 建设规模才如此庞大,它才能够同时触及众多行业,并不会局限于单一国家、地区或单一领域。每家公司都将使用 AI,每个国家都将发展 AI。</p><p style=\"text-align: justify;\">我们仍处于早期阶段。大部分基础设施尚未建成,大部分劳动力尚未接受培训,大部分机遇尚未得到发掘。</p><p style=\"text-align: justify;\">但方向已然明确。</p><p style=\"text-align: justify;\">AI 正在成为现代世界的基础设施。而我们此刻的选择、构建速度、参与广度以及如何负责任地部署它将决定这个时代走向何方。</p><p style=\"text-align: justify;\">NVIDIA GTC 将于 2026 年 3 月 16 - 19 日在美国加州圣何塞及线上同步举行,欢迎与我们一同探索下一代 AI 的无限可能。</p></body></html>","source":"lsy1760396584822","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CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”</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英伟达CEO黄仁勋发表最新署名文章:AI 的“五层蛋糕”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 23:04 北京时间 <a href=https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D><strong>英伟达官网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。要理解 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares"},"source_url":"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139318062","content_text":"AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序,也不是单一的模型,而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI, 每个国家或地区都将发展 AI。要理解 AI 为何以这种方式发展,我们需要从基本原理进行推理,并了解计算领域发生了哪些根本性变化。从预制软件到实时智能在计算技术发展的历史中,软件通常都是预先制作好的。人类描述一种算法,计算机执行此操作。数据必须经过精心设计,存储在表格中,并通过精确查询进行检索。SQL 变得不可或缺,因为过去的世界因此得以运转。AI 打破了这种模式。我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是,它能够实时生成智能。每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令,而是软件根据需求进行推理并生成智能。由于智能是实时生成的,因此其背后的整个计算架构都必须重新设计。AI 即基础设施从工业角度审视 AI,其架构可分解为五层。能源最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token,都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下,没有抽象层。能源是 AI 基础设施的首要原则,也是制约系统能产生多少智能的瓶颈因素。芯片能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。基础设施芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信,以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息,而是制造智能。模型基础设施层之上是模型层。AI 模型能够理解多种类型的信息:语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。应用最上层是应用层,经济价值在此产生,比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构,能带来不同的成果。这就是五层蛋糕架构:能源 → 芯片 → 基础设施 → 模型 → 应用。每一个成功的应用都会拉动其下的每一层,直至维持其运行的动力设备。我们才刚刚开始这一建设进程,目前已投入数千亿美元,但仍需建设价值数万亿美元的基础设施。放眼全球,我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位,且目前供不应求。参与这场变革无需拥有计算机科学博士学位。与此同时,AI 正在提高整个知识经济领域的生产力。以放射学为例,AI 已经能够辅助解读扫描影像,但对放射科医生的需求仍在持续增长。这并非矛盾现象。放射科医生的职责就是照顾患者,而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时,放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高,将能够为更多的患者提供服务,也会雇佣更多员工。生产力提升创造产能,产能扩大推动增长。过去一年的变化?在过去的一年里,AI 跨越了一个重要的门槛。模型性能显著提升,可以大规模投入使用。推理能力增强,幻觉现象减少,落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时,它们改变的不仅仅是软件领域,而是激活了整个技术栈的需求。DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型,它加速了应用层的普及,并带动了底层对训练、基础设施、芯片和能源的需求增长。题中要义当你将 AI 视为必不可少的基础设施时,其影响便显而易见。AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革,重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。如今,AI 工厂正在兴建,因为智能已实现实时生成。芯片正在被重新设计,因为效率决定了智能的扩展速度。能源成为核心要素,因为它从根本上决定了智能的生产规模上限。应用加速发展,因为底层模型已跨越门槛,得以大规模投入使用。每一层都相互强化。正因如此,AI 建设规模才如此庞大,它才能够同时触及众多行业,并不会局限于单一国家、地区或单一领域。每家公司都将使用 AI,每个国家都将发展 AI。我们仍处于早期阶段。大部分基础设施尚未建成,大部分劳动力尚未接受培训,大部分机遇尚未得到发掘。但方向已然明确。AI 正在成为现代世界的基础设施。而我们此刻的选择、构建速度、参与广度以及如何负责任地部署它将决定这个时代走向何方。NVIDIA GTC 将于 2026 年 3 月 16 - 19 日在美国加州圣何塞及线上同步举行,欢迎与我们一同探索下一代 AI 的无限可能。","news_type":1,"symbols_score_info":{"NVDA":2,"NVDL":1.1}},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537709844690576,"gmtCreate":1772295906372,"gmtModify":1772295908904,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"新的一年,我最想做的一件事是:能够做到纪律性的交易,实现期权收益可以到达2万刀左右","listText":"新的一年,我最想做的一件事是:能够做到纪律性的交易,实现期权收益可以到达2万刀左右","text":"新的一年,我最想做的一件事是:能够做到纪律性的交易,实现期权收益可以到达2万刀左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537709844690576","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524566087816144,"gmtCreate":1769094495181,"gmtModify":1769095288802,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 等财报后找机会再买入吧","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 等财报后找机会再买入吧","text":"$英特尔(INTC)$ 等财报后找机会再买入吧","images":[{"img":"https://static.tigerbbs.com/ea09c4ec501cd8faa781b9e52734749a","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524566087816144","isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":524204461708528,"gmtCreate":1769006280881,"gmtModify":1769006283236,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"臭打游戏的不配[流泪] ","listText":"臭打游戏的不配[流泪] ","text":"臭打游戏的不配[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524204461708528","repostId":"2605012054","repostType":2,"repost":{"id":"2605012054","kind":"news","pubTimestamp":1768968301,"share":"https://www.laohu8.com/m/news/2605012054?lang=zh_CN&edition=full","pubTime":"2026-01-21 12:05","market":"us","language":"zh","title":"涨价 20% 只是开始,切割PC 玩家,为了拿到华尔街的通关卡?","url":"https://stock-news.laohu8.com/highlight/detail?id=2605012054","media":"本位站","summary":"要是你最近打算组装一台电脑,或者买最新的AIPC,你可能会碰到一件奇怪的事情,新款CoreUltra处理器不光价格比刚上市时贵了15%到20%, 并且很多店铺还显示缺货预订。","content":"<html><body><article><p>要是你最近打算组装一台电脑,或者买最新的AIPC,你可能会碰到一件奇怪的事情,新款CoreUltra处理器不光价格比刚上市时贵了15%到20%, 并且很多店铺还显示缺货预订。</p><p>明明都说是PC复苏元年,可买个CPU咋就这么难</p><p>很多人第一反应就是“<a href=\"https://laohu8.com/S/INTC\">英特尔</a>是不是工艺又出问题”,实际上不是这么回事, 工厂的机器运转得挺快,</p><p>真正的缘由,是一个非常朴素但又特别无奈的商业逻辑,当面粉总量有限的时候,厨师就决定只烤贵的蛋糕, 不再蒸便宜点的馒头。</p><p>一、艰难的算术题</p><p>我们要弄明白英特尔这会儿所处什么情况</p><p>根据行业数据,英特尔当下成熟的芯片生产线(Intel7和Intel3工艺)正处于满负荷运转的情况, 产能都快接近物理极限了,这就意味着,每一片从流水线上生产出来的晶圆(Wafer),都是不可再增加的宝贵资源了。</p><p>这时, CFO(首席财务官)得做一道选择题,手里就只有这么一块晶圆,该怎么切割</p><p>选项A, 切割成消费级的CoreUltra芯片,卖给PC用户,可是这块市场竞争特别激烈,还要面对<a href=\"https://laohu8.com/S/AMD\">AMD</a>的价格战,利润空间被压得很窄了,</p><p>选项B,切割成企业级的Xeon6芯片,卖给云计算巨头, 这块市场不光单价能达到数千美元,而且客户为了让AI业务正常运行,对价格一点都不介意。</p><p>要是换成是你,为了让财报看起来好看些,为了让公司可以有现金流保持生存, 你会怎么选择</p><p>答案是很明显的</p><p>在2025年末的财报会议上,英特尔高层已经透露出了这样的转变, 产能得优先提供给高<span>毛利</span>产品。</p><p>所以,不是英特尔不想把产品卖给你, 而是在生存压力面前,PC业务就成了那个能够暂时舍弃的选项,</p><p>二、为什么AI忽然来争抢CPU</p><p>你可能会问, “AI不都是在争抢<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的显卡(GPU),和CPU有什么关系”</p><p>这其实是大众的一个认知误区</p><p>随着2026年“智能体(AIAgents)”技术的普及,AI的工作方式有了变化,以前的ChatGPT是你问一句,它答一句,而现在的AI智能体,要好像真实员工一样, 去操作浏览器、写代码、处理复杂的文档。</p><p>那些麻烦的调度工作,显卡做不了,全都要依靠CPU来承担</p><p>这就导致数据中心对高性能CPU的需求突然爆发,对于英特尔而言,这既是救命的地方,也是有压力的源头, 为了抓住这个利润丰厚的B端市场,它只能从C端市场调配产能,</p><p>三、左右为难,AMD的空门没踢进,反倒后院起火</p><p>看到这种情况,很多懂行的玩家通常会说, “英特尔贵我就不买,我转投AMDYes不行吗”</p><p>放在以前的时候,这是标准答案,可是到了今年,这也成了一条绝路</p><p>以前,英特尔主动涨价还缺货,简直就好像把球放到AMD球门线上,是个踢空门的机会,可没想到的是, AMD最近因为架构层面的全部隐患,自己把自己给绊倒了。</p><p>最近,因为新架构在高频负载下暴露出很严重的稳定性问题(和当年的电压门或者积热问题差不多), AMD不得不赶紧推送BIOS补丁来修补。</p><p>但这个救命药是有副作用的,得牺牲性能</p><p>不少用户发现,打完补丁后的处理器,多核性能明显下降了, 能效比的优势一下子没了,对于消费者来说,就陷入了一个非常尴尬的死循环</p><p>左边是英特尔,性能稳定,但是没货还太贵,买着心疼</p><p>右边是AMD, 价格还算是挺合适的,可是架构不太稳定、性能还被削减了,购买的时候心里特别不安,</p><p>结语</p><p>2026年刚开始,对于PC消费者来说就是一场堪称完美的风暴</p><p>一边是英特尔为了财务得保持下去,不得不把产能转移给有钱的企业客户,另一边是AMD在关键的时候技术出了问题,速度慢了下来, 结果市场上就没有了唯一的高性价比替代品。</p><p>这并不单单是简单的涨价,这是商业选择和技术瓶颈一起造成的硬件滞胀,对于普通用户来说, 当下或许不是装机最好的时候除非,你愿意为这场巨头们的游戏支付很贵的门票钱。</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>涨价 20% 只是开始,切割PC 玩家,为了拿到华尔街的通关卡?</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{ 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工厂的机器运转得挺快,真正的缘由,是一个非常朴素但又特别无奈的商业逻辑,当面粉总量有限的时候,厨师就决定只烤贵...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121131740953da79f&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":{"BK4575":"芯片概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4535":"淡马锡持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4515":"5G概念","BK4612":"AI芯片","BK4209":"餐馆","INTC":"英特尔","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 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切割成消费级的CoreUltra芯片,卖给PC用户,可是这块市场竞争特别激烈,还要面对AMD的价格战,利润空间被压得很窄了,选项B,切割成企业级的Xeon6芯片,卖给云计算巨头, 这块市场不光单价能达到数千美元,而且客户为了让AI业务正常运行,对价格一点都不介意。要是换成是你,为了让财报看起来好看些,为了让公司可以有现金流保持生存, 你会怎么选择答案是很明显的在2025年末的财报会议上,英特尔高层已经透露出了这样的转变, 产能得优先提供给高毛利产品。所以,不是英特尔不想把产品卖给你, 而是在生存压力面前,PC业务就成了那个能够暂时舍弃的选项,二、为什么AI忽然来争抢CPU你可能会问, “AI不都是在争抢英伟达的显卡(GPU),和CPU有什么关系”这其实是大众的一个认知误区随着2026年“智能体(AIAgents)”技术的普及,AI的工作方式有了变化,以前的ChatGPT是你问一句,它答一句,而现在的AI智能体,要好像真实员工一样, 去操作浏览器、写代码、处理复杂的文档。那些麻烦的调度工作,显卡做不了,全都要依靠CPU来承担这就导致数据中心对高性能CPU的需求突然爆发,对于英特尔而言,这既是救命的地方,也是有压力的源头, 为了抓住这个利润丰厚的B端市场,它只能从C端市场调配产能,三、左右为难,AMD的空门没踢进,反倒后院起火看到这种情况,很多懂行的玩家通常会说, “英特尔贵我就不买,我转投AMDYes不行吗”放在以前的时候,这是标准答案,可是到了今年,这也成了一条绝路以前,英特尔主动涨价还缺货,简直就好像把球放到AMD球门线上,是个踢空门的机会,可没想到的是, AMD最近因为架构层面的全部隐患,自己把自己给绊倒了。最近,因为新架构在高频负载下暴露出很严重的稳定性问题(和当年的电压门或者积热问题差不多), AMD不得不赶紧推送BIOS补丁来修补。但这个救命药是有副作用的,得牺牲性能不少用户发现,打完补丁后的处理器,多核性能明显下降了, 能效比的优势一下子没了,对于消费者来说,就陷入了一个非常尴尬的死循环左边是英特尔,性能稳定,但是没货还太贵,买着心疼右边是AMD, 价格还算是挺合适的,可是架构不太稳定、性能还被削减了,购买的时候心里特别不安,结语2026年刚开始,对于PC消费者来说就是一场堪称完美的风暴一边是英特尔为了财务得保持下去,不得不把产能转移给有钱的企业客户,另一边是AMD在关键的时候技术出了问题,速度慢了下来, 结果市场上就没有了唯一的高性价比替代品。这并不单单是简单的涨价,这是商业选择和技术瓶颈一起造成的硬件滞胀,对于普通用户来说, 当下或许不是装机最好的时候除非,你愿意为这场巨头们的游戏支付很贵的门票钱。","news_type":1,"symbols_score_info":{"INTC":1.95,"04335":1.95}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521035502031400,"gmtCreate":1768234635655,"gmtModify":1768234642360,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v>all in intel,AI末班车了这是","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v 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