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Alex_0099
Alex_0099
·
12-05 10:55
$N摩尔(688795)$
一群山寨，对人类文明有什么价值
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编组 21备份 2
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Alex_0099
Alex_0099
·
12-03
阿三就是能混
苹果新任AI副总裁生于印度 擅长人工智能和机器学习研究
对于新任命的AI副总裁阿马尔苏布拉马尼亚，苹果方面尚未公布太多的消息，但从外媒的报道来看，他今年46岁，是一名出生于印度的人工智能和机器学习专家。对于苏布拉马尼亚，苹果在官网上表示他在人工智能和机器学习的研究方面有深厚的专业知识，在将机器学习和人工智能技术整合进产品和其他功能方面也有出色的能力，对苹果的持续创新和未来的苹果智能功能至关重要。
苹果新任AI副总裁生于印度 擅长人工智能和机器学习研究
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Alex_0099
Alex_0099
·
12-02
$美国超微公司(AMD)$
今天是个好兆头
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Alex_0099
Alex_0099
·
11-27
基本是别人几个月前就发的，毫无价值
异动解读 | 中信证券给予"买入"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%
CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予"买入"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。
异动解读 | 中信证券给予"买入"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%
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Alex_0099
Alex_0099
·
11-21
恭喜苏妈！
“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席
IT之家 11 月 21 日消息，美国半导体行业协会今天发布公告，宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源：SIA 官方公告IT之家注：美国半导体行业协会成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。对于此次任命，苏姿丰表示：半导体产业是美国创新的核心，对经济增长和国家安全至关重要，能在如此重要的时刻担任 SIA 主席，我深感荣幸。
“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席
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Alex_0099
Alex_0099
·
11-21
空头太凶
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Alex_0099
Alex_0099
·
11-20
不出海，造芯片，一错再错！
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Alex_0099
Alex_0099
·
11-20
$理想汽车-W(02015)$
理想即没守住增程，又没造好电车，出海更是晚了三年。
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Alex_0099
Alex_0099
·
11-20
$小鹏汽车-W(09868)$
要有耐心
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Alex_0099
Alex_0099
·
11-20
跟着老舅一起起飞，260见
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href=\"https://laohu8.com/S/GOOG\">谷歌</a>CEO桑达尔・皮查伊等生于印度的美国科技巨头高管一样，苏布拉马尼亚也是印度和美国的教育背景，他曾就读于班加罗尔大学的电气、电子和通信工程，2001年毕业，随后在华盛顿大学获得了计算机科学博士学位。</p><p>苏布拉马尼亚的职业生涯始于<a href=\"https://laohu8.com/S/IBM\">IBM</a>，2001年10月到次年7月份在这一公司工作，2005年6月到9月曾在微软实习，当年9月份到次年5月份在微软担任访问研究员，在2009年加入了<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>，随后开始了长达16年的谷歌生涯，入职时是研发科学家，在离职前是谷歌Gemini的一名工程主管，他在今年7月份加入了微软，出任微软的人工智能副总裁。</p><p>对于苏布拉马尼亚，苹果在官网上表示他在人工智能和机器学习的研究方面有深厚的专业知识，在将机器学习和人工智能技术整合进产品和其他功能方面也有出色的能力，对苹果的持续创新和未来的苹果智能功能至关重要。（海蓝）</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>苹果新任AI副总裁生于印度 擅长人工智能和机器学习研究</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203115339a4c96fa7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) 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今天是个好兆头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506170966028496","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504543119056944,"gmtCreate":1764207371174,"gmtModify":1764207373921,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535535770162265","idStr":"3535535770162265"},"themes":[],"title":"","htmlText":"基本是别人几个月前就发的，毫无价值","listText":"基本是别人几个月前就发的，毫无价值","text":"基本是别人几个月前就发的，毫无价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504543119056944","repostId":"1144150948","repostType":2,"repost":{"id":"1144150948","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1764167585,"share":"https://www.laohu8.com/m/news/1144150948?lang=&edition=full","pubTime":"2025-11-26 22:33","market":"sg","language":"zh","title":"异动解读 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144150948","media":"异动解读","summary":"CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。","content":"<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</p>","source":"ai_movement_cn","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/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-11-26 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144150948","content_text":"CoreWeave, 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10:55","market":"us","language":"zh","title":"“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席","url":"https://stock-news.laohu8.com/highlight/detail?id=2585198514","media":"IT之家","summary":"IT之家 11 月 21 日消息，美国半导体行业协会今天发布公告，宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源：SIA 官方公告IT之家注：美国半导体行业协会成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。对于此次任命，苏姿丰表示：半导体产业是美国创新的核心，对经济增长和国家安全至关重要，能在如此重要的时刻担任 SIA 主席，我深感荣幸。","content":"<html><body><article><p>IT之家 11 月 21 日消息，美国半导体行业协会（SIA）今天（11 月 21 日）发布公告，<strong>宣布 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 董事长兼首席执行官苏姿丰当选为该协会董事会主席。</strong></p><img src=\"https://inews.gtimg.com/om_bt/Owwp9qn8Is6X504qK4uPC2ffN12m7nvGvHSiQY__9vXtMAA/0\"/><p>图源：SIA 官方公告</p><p>IT之家注：美国半导体行业协会（SIA）成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。</p><p>SIA 作为美国半导体产业的核心代言机构，<strong>其成员公司贡献了全美半导体行业 99% 的收入，并涵盖了全球近三分之二的非美国芯片企业</strong>，在行业内拥有举足轻重的地位。</p><p>SIA 总裁兼首席执行官 John Neuffer 对苏姿丰的当选表示热烈欢迎，他强调：</p><p>在半导体行业迎来激动人心且至关重要的时刻，我们非常高兴地欢迎苏姿丰博士担任 SIA 主席。数十年来，她不断推动半导体创新的边界，是我们行业中一位极其强大且富有影响力的领导者。</p><p>我们期待在她未来的领导下，共同推动促进芯片领域增长与创新的政策，确保美国在这一基础性和变革性技术中保持领先地位。</p><p>公告中写道苏姿丰博士在半导体行业深耕三十余年，拥有卓越的履历。在担任 AMD 董事长兼 CEO 期间，她成功领导公司转型，让其成为全球高性能计算领域的领导者和先进 AI 芯片的关键供应商。</p><p>在加入 AMD 前，苏姿丰还曾在飞思卡尔半导体（现为<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体）、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 和<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>等知名公司担任过领导职务。苏姿丰拥有麻省理工学院的电气工程博士学位，并于 2020 年荣获行业最高荣誉 —— 罗伯特・诺伊斯奖。</p><p>对于此次任命，苏姿丰表示：</p><p>半导体产业是美国创新的核心，对经济增长和国家安全至关重要，能在如此重要的时刻担任 SIA 主席，我深感荣幸。</p><p>我期待与 SIA 董事会的同仁们并肩工作，共同致力于加强美国半导体的竞争力，拓展我们的创新基础，为未来打造一个更强大的芯片产业。</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\" 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#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“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 10:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 11 月 21 日消息，美国半导体行业协会（SIA）今天（11 月 21 日）发布公告，宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源：SIA 官方公告IT之家注：美国半导体行业协会（SIA）成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。SIA 作为美国半导体产业的核心代言机构，其成员公司贡献了全美...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4543":"AI","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4614":"Manus概念股","BK4573":"虚拟现实","BK4612":"AI芯片","BK4512":"苹果概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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