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roseking
roseking
·
05-13 17:40
升级版的五粮液，库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了
共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元
业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。
共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元
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roseking
roseking
·
05-13 17:35
四家组局相互屯对方的库存商品和服务，大家营收都漂亮。炒高股价。五粮液的升级玩法。
异动解读 | AI存储热潮持续催化，闪迪盘前大涨5.03%
闪迪(SNDK)今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。消息面上，AI存储赛道持续高景气是推动闪迪股价上涨的主要原因。作为全球内存接口芯片的绝对龙头，闪迪的DDR5内存接口芯片全球市占率超过45%。随着AI服务器对DDR5内存的需求呈指数级增长，直接拉动了公司产品的出货量爆发。此外，闪迪的HBM内存缓冲控制器、CXL互连芯片已获得英伟达认证，并与英特尔、AMD、英伟达等行业龙头签订了长期供货协议，产品成功进入全球头部AI服务器供应链。闪迪目前是标普500指数中年内表现最佳的个股，累计涨幅达558%，其AI存储产业链"卖铲人"的市场地位持续得到巩固。
异动解读 | AI存储热潮持续催化，闪迪盘前大涨5.03%
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roseking
roseking
·
05-13 09:48
黄大仙急死了，差一点把股价搞崩了
市场消息：白宫证实英伟达CEO黄仁勋将随同特朗普访华
5月13日，英伟达夜盘短线拉升！市场消息：白宫证实英伟达CEO黄仁勋将随同特朗普访华；黄仁勋在阿拉斯加登上空军一号前往中国。
市场消息：白宫证实英伟达CEO黄仁勋将随同特朗普访华
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roseking
roseking
·
05-12 23:04
AI就是五粮液的玩法，四家组织一个麻将局，你买我的库存商品或服务，我买你的库存商品和服务。大家营收都很漂亮😻股价涨到离谱
半导体股回调，高通大跌超10%，韩国传利空，大空头发警告
美股半导体股普遍回调。
半导体股回调，高通大跌超10%，韩国传利空，大空头发警告
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roseking
roseking
·
05-12 22:30
黄老仙只能天天放子虚乌有的消息不然股价会蹦极的
异动｜英伟达盘初再创历史新高，消息称英伟达已敲定下一代AI芯片量产方案
总市值超5.4万亿美元。
异动｜英伟达盘初再创历史新高，消息称英伟达已敲定下一代AI芯片量产方案
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roseking
roseking
·
05-12 21:45
智能体是永远都不可能开发出来的，这是科技树被封死的部分。
AI智能体狂潮引爆CPU超级周期，两大x86芯片巨头携手高通奔赴狂野牛市
正是在CPU需求大爆发背景之下，两大x86架构CPU超级巨头——英特尔与AMD股价近期携手狂飙且不断创下历史新高点位。与此同时，重返数据中心CPU市场的高通近10个交易日股价疯涨60%，凸显出投资者们对于AI算力“关键瓶颈”持续升温看涨情绪。知名投资研究机构GF Securities近日发布研究报告称，“数据中心服务器CPU正在上演超级周期”，AMD、英特尔以及高通可能成为主要受益者。
AI智能体狂潮引爆CPU超级周期，两大x86芯片巨头携手高通奔赴狂野牛市
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roseking
roseking
·
05-12 21:39
$闪迪(SNDK)$
所有的机构投行都预估AI导致内存稀缺产能扩张跟不上，但是有没有想过一个问题，那些AI的内存需求根本就是子虚乌有空的呢？世界会崩塌吗？
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roseking
roseking
·
05-12 21:25
伊朗人拔了海底光缆你们就老实了
芝商所将联合Silicon Data推出人工智能算力期货市场
目前正在等待监管部门的审查。
芝商所将联合Silicon Data推出人工智能算力期货市场
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roseking
roseking
·
05-12 21:24
十年后两个公司都没了
英伟达宣布与康宁建立多年合作伙伴关系
Nvidia和Corning宣布建立多年合作伙伴关系，将美国光连接制造能力提升十倍，并将光纤产量扩大50%以上，以支持下一代AI数据中心。 海量资讯、精准解读，尽在新浪财经APP 责任编辑：张俊 SF065
英伟达宣布与康宁建立多年合作伙伴关系
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roseking
roseking
·
05-12 20:57
调控金融风险的超一流高手
韩国AI红利：闪崩之后，悬念才刚开始
一条Facebook帖子，让韩国股市从8000点门口直坠7%。总统政策室长抛出"国民红利"，点燃市场对三星、SK海力士遭征超额利润税的恐慌——两者合计占指数42.2%，一个没有定义的词，已成悬在韩国牛市头顶最昂贵的悬念。
韩国AI红利：闪崩之后，悬念才刚开始
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href=\"https://laohu8.com/S/GS\">高盛</a>，再到Susquehanna和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。</p><p><strong>业绩预期：共识只是起点，巨额上修成常态</strong></p><p>市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。</p><p>事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。</p><p>花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。</p><p>花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”</p><p>花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”</p><p>Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。</p><p>Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。</p><p>该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。</p><p>富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。</p><p>具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。</p><p>Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。</p><p><strong>风险与估值：高门槛下的重估可能</strong></p><p>尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。</p><p>高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。</p><p>不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。</p></body></html>","source":"stock_zhitongcaijing","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>共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315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{ 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共识预期只是起点？华尔街提前锁定英伟达Q1财报“碾压式”超预期，目标价最高看至315美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 15:25 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1441118.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报，华尔街顶级投行和分析师近日纷纷发布研报，展现出愈发强烈的看涨情绪。从花旗到高盛，再到Susquehanna和富国银行，机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441118.html\">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":{"LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","NVDB":"ProShares Ultra NVDA ETF","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU2552382132.HKD":"WELLINGTON US BRAND 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Raise)的亮眼成绩单，并基于强劲的AI需求大幅上调了目标价。业绩预期：共识只是起点，巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元，调整后每股收益为1.75美元。然而，多位分析师认为，这一共识预期过于保守。事实上，对英伟达而言，业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言，市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度，公司营收超出市场预期19亿美元，而第三季度更是超出20亿美元以上。事实上，在过去12个季度中，仅有三个季度未能实现超过10亿美元的超预期表现。花旗预计，英伟达Q1营收将达到800亿美元，比市场共识高出约14亿美元。花旗分析师指出，这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度，花旗预测营收将继续环比增长11%，达到890亿美元，同样远超市场预期的870亿美元。花旗表示：“根据最新数据反映出的Blackwell芯片需求上升，我们上调了GPU出货量预期，现预计总量为1120万单元(同比增长58%，此前为1060万单元)。此外，管理层在2026年GTC大会上对Blackwell出货进度的积极表态，也令我们上调2027财年(截至2027年1月)Blackwell的出货预期，增幅为9%，达到730万单元，主要受B300持续强劲出货推动。”花旗补充道：“在出货量提升及产品结构优化的双重推动下，我们预计2027财年总营收将达到2840亿美元，同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计，在2026至2027财年，AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间，其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU，以及软件与服务收入。”Susquehanna分析师Christopher Rolland同样认为，随着英伟达新一代GB300 AI系统需求持续增长，公司第一季度的财报和业绩展望将表现强劲。目前，该分析师已将其目标价从250美元上调至275美元，并维持“买入”评级。Rolland指出，英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计，目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍，显著高于华尔街此前的预期。该分析师还提到，黄仁勋近期预测，Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断，Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测，将营收和每股收益预期分别上调至803亿美元和1.78美元，并上调目标价至315美元。该行指出，这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调，AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计，随着算力需求持续超过供给，英伟达数据中心收入将在未来几年实现飞跃式增长。具体而言，他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW，提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此，Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%)，这些预测分别高出市场当前预期3%、11%和15%。Rakers还预计，在Vera-Rubin平台正式推出之前，英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此，他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期，目前预计2027财年第二季度收入为830亿美元，每股收益为1.98美元。风险与估值：高门槛下的重估可能尽管基本面强劲，但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时，提醒投资者“进入财报季，该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%，认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。高盛认为，市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间，以及智能体AI对服务器CPU业务的潜在拉动作用。同时，投入成本上升背景下的毛利率前景也是焦点。不过，高盛也承认，英伟达当前的估值相较历史水平和同行存在显著折价，如果业绩超预期并上调指引，很可能会出现“多重估值重评”驱动的股价上涨。","news_type":1,"symbols_score_info":{"NVDU":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDO":0.6,"NVDX":0.6,"3NVD.UK":0.6,"GOOG":0.6,"NVDS.UK":0.6,"NVDG":0.6,"NVDB":0.6,"NVDQ":0.6,"MSFT":0.6,"NVD2.UK":0.6,"NVDD":0.6,"TSLA":0.6,"NVII":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDA":1.98,"DIPS":0.6,"NVDY":0.6,"NVDW":0.6,"AMZN":0.6,"AAPL":0.6,"NVDS":0.6,"ANV":0.6,"META":0.6,"NVD":0.6,"NVDL":0.6}},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563734897390560,"gmtCreate":1778664906802,"gmtModify":1778664909276,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"四家组局相互屯对方的库存商品和服务，大家营收都漂亮。炒高股价。五粮液的升级玩法。","listText":"四家组局相互屯对方的库存商品和服务，大家营收都漂亮。炒高股价。五粮液的升级玩法。","text":"四家组局相互屯对方的库存商品和服务，大家营收都漂亮。炒高股价。五粮液的升级玩法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563734897390560","repostId":"1124195418","repostType":2,"repost":{"id":"1124195418","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":1778659598,"share":"https://www.laohu8.com/m/news/1124195418?lang=zh_CN&edition=full","pubTime":"2026-05-13 16:06","market":"nz","language":"zh","title":"异动解读 | AI存储热潮持续催化，闪迪盘前大涨5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124195418","media":"异动解读","summary":"闪迪(SNDK)今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。消息面上，AI存储赛道持续高景气是推动闪迪股价上涨的主要原因。作为全球内存接口芯片的绝对龙头，闪迪的DDR5内存接口芯片全球市占率超过45%。随着AI服务器对DDR5内存的需求呈指数级增长，直接拉动了公司产品的出货量爆发。此外，闪迪的HBM内存缓冲控制器、CXL互连芯片已获得英伟达认证，并与英特尔、AMD、英伟达等行业龙头签订了长期供货协议，产品成功进入全球头部AI服务器供应链。闪迪目前是标普500指数中年内表现最佳的个股，累计涨幅达558%，其AI存储产业链\"卖铲人\"的市场地位持续得到巩固。","content":"<p>闪迪(SNDK)今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。</p><p>消息面上，AI存储赛道持续高景气是推动闪迪股价上涨的主要原因。作为全球内存接口芯片的绝对龙头，闪迪的DDR5内存接口芯片全球市占率超过45%。随着AI服务器对DDR5内存的需求呈指数级增长，直接拉动了公司产品的出货量爆发。</p><p>此外，闪迪的HBM内存缓冲控制器、CXL互连芯片已获得英伟达认证，并与英特尔、AMD、英伟达等行业龙头签订了长期供货协议，产品成功进入全球头部AI服务器供应链。闪迪目前是标普500指数中年内表现最佳的个股，累计涨幅达558%，其AI存储产业链\"卖铲人\"的市场地位持续得到巩固。</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\">2026-05-13 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪(SNDK)今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。</p><p>消息面上，AI存储赛道持续高景气是推动闪迪股价上涨的主要原因。作为全球内存接口芯片的绝对龙头，闪迪的DDR5内存接口芯片全球市占率超过45%。随着AI服务器对DDR5内存的需求呈指数级增长，直接拉动了公司产品的出货量爆发。</p><p>此外，闪迪的HBM内存缓冲控制器、CXL互连芯片已获得英伟达认证，并与英特尔、AMD、英伟达等行业龙头签订了长期供货协议，产品成功进入全球头部AI服务器供应链。闪迪目前是标普500指数中年内表现最佳的个股，累计涨幅达558%，其AI存储产业链\"卖铲人\"的市场地位持续得到巩固。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124195418","content_text":"闪迪(SNDK)今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。消息面上，AI存储赛道持续高景气是推动闪迪股价上涨的主要原因。作为全球内存接口芯片的绝对龙头，闪迪的DDR5内存接口芯片全球市占率超过45%。随着AI服务器对DDR5内存的需求呈指数级增长，直接拉动了公司产品的出货量爆发。此外，闪迪的HBM内存缓冲控制器、CXL互连芯片已获得英伟达认证，并与英特尔、AMD、英伟达等行业龙头签订了长期供货协议，产品成功进入全球头部AI服务器供应链。闪迪目前是标普500指数中年内表现最佳的个股，累计涨幅达558%，其AI存储产业链\"卖铲人\"的市场地位持续得到巩固。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563619957516136,"gmtCreate":1778636920554,"gmtModify":1778636922829,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"黄大仙急死了，差一点把股价搞崩了","listText":"黄大仙急死了，差一点把股价搞崩了","text":"黄大仙急死了，差一点把股价搞崩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563619957516136","repostId":"1125492887","repostType":4,"repost":{"id":"1125492887","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":1778636468,"share":"https://www.laohu8.com/m/news/1125492887?lang=zh_CN&edition=full","pubTime":"2026-05-13 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09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月13日，英伟达夜盘短线拉升！市场消息：白宫证实英伟达CEO黄仁勋将随同特朗普访华；黄仁勋在阿拉斯加登上空军一号前往中国。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bd0e3357e53df7580ef33d218a9474f\" tg-width=\"831\" 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22:28","market":"us","language":"zh","title":"半导体股回调，高通大跌超10%，韩国传利空，大空头发警告","url":"https://stock-news.laohu8.com/highlight/detail?id=2634799210","media":"格隆汇","summary":"美股半导体股普遍回调。","content":"<html><head></head><body><p>周二，美股半导体股普遍回调， <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> 跌超4%， <a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a> 则涨超13%。个股方面， <a href=\"https://laohu8.com/S/QCOM\">高通</a> 大跌超10%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超8%， <a href=\"https://laohu8.com/S/ON\">安森美半导体</a> 跌超6%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 、 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 、AMD跌超3%， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba2bb2229f886f065d7c320f105c05b0\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d2b1c33e4c57857097994fda81e4ab1\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。</p><p>此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体股回调，高通大跌超10%，韩国传利空，大空头发警告</title>\n<style 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href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NVDQ":"2倍做空NVDA ETF-T-Rex","MULL":"2倍做多MU ETF-GraniteShares","TSMZ":"1倍做空TSM ETF-Direxion","QCML":"2倍做多QCOM ETF-GraniteShares","INTW":"2倍做多INTC ETF-GraniteShares","AMDL":"2倍做多AMD ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","QCMU":"2倍做多QCOM ETF-Direxion","AMYY":"GraniteShares YieldBOOST AMD ETF","NVDA":"英伟达","NVDU":"2倍做多NVDA ETF-Direxion","NVYY":"GraniteShares YieldBOOST NVDA ETF","MU":"美光科技","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","AMDU":"Defiance Leveraged Long + Income AMD ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","AMDW":"Roundhill AMD WeeklyPay ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","TSM":"台积电","SOX":"费城半导体指数","TSMG":"2倍做多TSM ETF- Leverage Shares","QCOM":"高通","AMDY":"AMD期权收益策略ETF-YieldMax","NVII":"Rex NVDA 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英伟达 由涨转跌。消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。此外，知名投资人，“大空头”Michael 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21:47","market":"us","language":"zh","title":"异动｜英伟达盘初再创历史新高，消息称英伟达已敲定下一代AI芯片量产方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1187897738","media":"老虎资讯综合","summary":"总市值超5.4万亿美元。","content":"<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 低开高走，盘初涨约2%，再创历史新高，总市值超5.4万亿美元。业内消息人士透露，<strong>英伟达已与ODM合作伙伴敲定下一代AI芯片Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。首批客户名单涵盖微软、谷歌、亚马逊、Meta和甲骨文。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0199b521f657c7bf511e5b984c369682\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此外，富国银行将英伟达的目标价从265美元上调至315美元，并维持“增持”评级。</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>异动｜英伟达盘初再创历史新高，消息称英伟达已敲定下一代AI芯片量产方案</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: 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class=\"h-time\">2026-05-12 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 低开高走，盘初涨约2%，再创历史新高，总市值超5.4万亿美元。业内消息人士透露，<strong>英伟达已与ODM合作伙伴敲定下一代AI芯片Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。首批客户名单涵盖微软、谷歌、亚马逊、Meta和甲骨文。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0199b521f657c7bf511e5b984c369682\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此外，富国银行将英伟达的目标价从265美元上调至315美元，并维持“增持”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187897738","content_text":"周二，英伟达 低开高走，盘初涨约2%，再创历史新高，总市值超5.4万亿美元。业内消息人士透露，英伟达已与ODM合作伙伴敲定下一代AI芯片Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。首批客户名单涵盖微软、谷歌、亚马逊、Meta和甲骨文。此外，富国银行将英伟达的目标价从265美元上调至315美元，并维持“增持”评级。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563442571571288,"gmtCreate":1778593527015,"gmtModify":1778593529637,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"智能体是永远都不可能开发出来的，这是科技树被封死的部分。","listText":"智能体是永远都不可能开发出来的，这是科技树被封死的部分。","text":"智能体是永远都不可能开发出来的，这是科技树被封死的部分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563442571571288","repostId":"2634843265","repostType":2,"repost":{"id":"2634843265","kind":"news","pubTimestamp":1778563750,"share":"https://www.laohu8.com/m/news/2634843265?lang=zh_CN&edition=full","pubTime":"2026-05-12 13:29","market":"sh","language":"zh","title":"AI智能体狂潮引爆CPU超级周期，两大x86芯片巨头携手高通奔赴狂野牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=2634843265","media":"智通财经","summary":"正是在CPU需求大爆发背景之下，两大x86架构CPU超级巨头——英特尔与AMD股价近期携手狂飙且不断创下历史新高点位。与此同时，重返数据中心CPU市场的高通近10个交易日股价疯涨60%，凸显出投资者们对于AI算力“关键瓶颈”持续升温看涨情绪。知名投资研究机构GF Securities近日发布研究报告称，“数据中心服务器CPU正在上演超级周期”，AMD、英特尔以及高通可能成为主要受益者。","content":"<html><head></head><body><p>智通财经APP获悉，随着Anthropic重磅推出的Claude Cowork，以及OpenClaw这类可自主执行任务的超级AI代理工具在2026年集中爆发，AI智能体浪潮可谓迅速席卷全球，<strong>AI算力架构瓶颈正在从以<a href=\"https://laohu8.com/S/301365\">矩阵</a>乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，面向超大规模AI数据中心的高性能CPU陷入严峻供不应求态势。</strong></p><p>AI智能体风靡全球之际，AI算力投资主线正在从“围绕GPU的单点算力竞赛”转向“AI智能体驱动的全栈算力系统”，<strong>下一轮超额阿尔法收益将不再只属于AI GPU/AI ASIC领域最强龙头名单，而会系统性扩散到CPU、存储、PCB、液冷系统、ABF载板与广泛晶圆代工等全栈AI算力基础设施层，而在这种AI主线叙事转变中，CPU、光互连与存储芯片可能是最大赢家势力。</strong></p><p>正是在CPU需求大爆发背景之下，两大x86架构CPU超级巨头——<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)与<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)股价近期携手狂飙且不断创下历史新高点位。与此同时，<strong>重返数据中心CPU市场的<a href=\"https://laohu8.com/S/QCOM\">高通</a>(QCOM.US)近10个交易日股价疯涨60%，凸显出投资者们对于AI算力“关键瓶颈”持续升温看涨情绪。知名投资研究机构<a href=\"https://laohu8.com/S/GFSEF\">GF Securities</a>近日发布研究报告称，“数据中心服务器CPU正在上演超级周期”，AMD(AMD.US)、英特尔(INTC.US)以及高通(QCOM.US)可能成为主要受益者。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19eeaf3e65ce86fcc0caddc50f968d26\" tg-width=\"1208\" tg-height=\"574\"/></p><p><strong>中东战火压不住“AI牛市”叙事! GPU不再一枝独秀 智能体大趋势引爆CPU</strong></p><p>在中东战火背景之下，经历最新一轮的全球股票市场从阶段性低点到创新高的投资者们最深刻心得无疑在于——不要把每一条地缘政治头条都当成趋势本身，过去数周的市场已经将“特朗普临阵退缩”、“AI算力基础设施链条驱动的科技板块业绩大幅上修趋势”以及“美伊与以色列最终会回到谈判桌”这些核心逻辑位列地缘政治等级之上。</p><p>过去两年AI叙事几乎被GPU垄断，CPU一度像是AI军备竞赛里的“配角”;<strong>但随着开源的OpenClaw这类型代理式AI工作流(即AI智能体)主导的推理工作负载、数据编排、任务调度、内存访问、网络通信和多工具调用全面增长，市场可谓彻底意识到：没有强大的CPU作为系统中枢，GPU集群无法高效运转。这本质上就是CPU从“被低估的基础设施”重新回到芯片舞台最中央，带有非常明显的“文艺复兴”式复古浪潮意味。</strong></p><p>在智能体链路中，大量工作负载不仅耗费在GPU上的token生成，还消耗在Python解释执行、网页抓取、数据库检索、RAG索引访问、词法处理、任务队列调度、RPC/IPC通信、KV状态更新等CPU主导环节，这意味着决定用户体验的，越来越不是单颗GPU的峰值算力，<strong>而是CPU是否有足够的核心数、线程并发、缓存层级、内存带宽、PCIe/CXL/互连调度能力去支撑高频工具调用与高密度任务切换。一旦CPU核心、内存子系统或I/O调度不足，GPU即便名义算力充裕，也会因数据准备、任务协调和系统等待而出现利用率塌陷。</strong></p><p>因此，毋庸置疑的是，AI算力架构的瓶颈正在从以矩阵乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，这一变化的根源在于工作负载范式已经发生了本质迁移。<strong>CPU不再只是通用计算芯片，而是智能体时代的控制平面处理器、系统编排引擎与资源调度中枢，“被低估的CPU成为AI新瓶颈”并非情绪化判断，而是AI工作负载从“推理计算问题”进一步升级为“复杂系统工程问题”后的必然结果。</strong></p><p>早期大模型推理以“单次请求—单次生成”为主，CPU更多承担数据搬运、请求路由与基础调度，属于典型的辅助控制面;但进入AI智能体与强化学习时代后，系统负载不再是单一前向推理，而是演变为包含任务规划、工具调用、子代理协同、环境交互、状态管理与结果验证在内的复杂闭环。<strong>上述“编排层”(orchestration layer)本质上是强控制流、强分支判断、强系统调用、强内存访问的CPU密集型任务，无法被GPU高效替代，因此CPU正从过去的“配角”变成决定系统吞吐、时延与资源利用率的新瓶颈。</strong></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新预测数据显示，智能体大爆发标志着从计算到编排的结构性转变，由此推导出到2030年新增325亿美元至600亿美元的CPU增量市场空间，并将服务器级别CPU总TAM大幅扩至825亿至1100亿美元量级。TrendForce的一项预测报告则显示，在AI智能体时代，CPU:GPU配比可能会从传统AI数据中心的1:4至1:8，向1:1至1:2大幅重估。</p><p><strong>AI推理大浪潮推动服务器CPU需求爆发，五年期CAGR有望高达38%</strong></p><p>GF Securities的分析师们在给客户的报告中写道：“作为AI基础设施建设的核心协调器，服务器CPU在过去几个月获得了显著关注。这一趋势受代理式AI/推理浪潮需求推动，由OpenClaw和Anthropic突破性成果驱动，后者年度经常性收入(ARR)在四月份飙升至440亿美元。例如，在最新的业绩电话会议中，<strong>AMD预计到2030年服务器CPU总可寻址市场(TAM)年复合增长率将超过35%，英特尔则表示向代理式AI的转变正在推动CPU的史无前例结构性需求，其中数据中心的CPU实际需求比例已经从训练阶段的GPU与CPU比率8:1收紧至人工智能推理阶段的4:1。</strong>”</p><p>“根据我们的估算，假设推理占AI工作负载的90%，<strong>并假设到2030年AI服务器的GPU与CPU比率达到2:1，我们预计服务器CPU总可寻址市场在2026/2027年将分别增长54%/39%，并可能将在2030年CPU市场价值达到1350亿美元，而2025年仅仅约为260亿美元，五年期限的复合年增长率(CAGR)有望高达38%。</strong>此外，我们预计2026/2027/2028年的新增服务器CPU需求分别为670万、760万和630万单位台，同期总需求将达到3000万、3800万和4400万台，意味着三年复合年增长率(CAGR)约为23%。”GF Securities的分析师们写道。</p><p>在接下来的深入分析报告中，GF Securities指出，由于x86架构的CPU仍是数据中心服务器领域的最主流指令集架构，AMD和英特尔无疑将成为CPU超级周期的最主要受益者。</p><p>分析师们解释道：“从基本面角度来看，英特尔受益于持续的产能加速转化及第二季度CPU价格大幅上涨，这在我们4月16日的报告中已有说明。对于AMD，凭借稳健的产品更新迭代路线图和相对充足的产能，我们预计其市场份额将继续提升。目前我们预计，英特尔旗下的DCAI业务和AMD的数据中心服务器CPU业务营收在2026年将分别增长39%和73%。”</p><p>英特尔还可能在下一代AI服务器CPU中获得更大规模市场份额，<strong>其Xeon 6中央处理器可能将与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将量产的Rubin NVL8算力集群中的自研ARM架构CPU配合使用，即其中一部分Vera Rubin搭载x86架构CPU，另一部搭载英伟达自研基于ARM架构的Vera CPU</strong>;AMD的Venice CPU则可能部署在其下一代的Helios机架系统和8-GPU AI服务器算力集群中。</p><p>尽管x86仍为主流架构，但该公司认为基于ARM架构的服务器CPU也可能呈现出加速增长，<strong>通过英伟达自研的ARM架构服务器CPU——Vera系列算力集群及搭载专用应用集成电路(即搭载AI ASIC)，其中包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)自研的Graviton 5、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)自研的Axion 2——都是基于ARM架构打造的自研服务器CPU</strong>。</p><p>分析师们补充道：“英伟达已为数据中心客户推出独立Vera CPU机架(256个CPU)，早期采用者包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>和Oracle(甲骨文)。在<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>生态系统内，TPU算力体系的GPU与CPU比率正在从之前的4:1调整至4:2。<strong>结合2026年以后的更加强劲TPU算力需求前景，我们预计Axion 2出货将进一步加速。同时，亚马逊AWS自研的Graviton 4/5也在通过Teton Max机架(18个CPU)及Meta的独立Graviton机架获得推动。对于<a href=\"https://laohu8.com/S/ARM\">Arm</a>公司本身而言，该公司则将<a href=\"https://laohu8.com/S/AGBK\">AGI</a> CPU需求上调至200亿美元</strong>。”</p><p>GF Securities的分析师们还认为，最近宣布重新进入数据中心CPU市场的高通正在“积极开发”2028年的数据中心CPU产品线，并预计将在6月24日的投资者日获得更多信息。</p><p>分析师们补充道：“在基准乐观情景下，假设高通在2028年获得30%的ARM架构CPU市场份额(意味着约400万台单位，平均售价3000美元，净利润率大约30%)，其带来的净利润将为36亿美元，相当于其全年非GAAP利润大幅提升约30%。”</p><p>据了解，<strong>高通在数据中心CPU以及AI芯片领域的最新技术动态显示，它已经从传统的智能手机芯片设计商向数据中心AI基础设施供应商战略性扩张。高通已经宣布重新进入数据中心CPU市场，这与其过去仅聚焦移动SoC领域的定位明显不同，该公司确认正在开发定制数据中心CPU，并计划这些CPU能够与英伟达AI GPU加速器架构(如NVLink Fusion互连)协同工作，从而适应未来AI服务器的要求。</strong>值得注意的是，在2010年代中期就曾推出过基于ARM架构的Centriq 2400服务器处理器，具备高核心数且面向云计算及高吞吐量工作负载，这表明其在数据中心CPU设计上拥有一定经验。</p><p>在数据中心级AI加速器方面，高通已经推出了面向大规模AI推理的产品线——AI200和AI250加速器，这两款高性能AI芯片专为数据中心AI推理工作负载设计，并计划在2026年和2027年陆续商业化，这标志着高通正试图建立与CPU协同的AI芯片产品线，以便在AI推理及agentic AI(即AI智能体)等新兴工作负载中发挥作用。它们基于高通独家的Hexagon NPU架构，优化了内存容量和能源效率，并可配置为数据中心机柜级(rack‑scale)解决方案，这意味着高通正在追赶英伟达和AMD在大型AI算力基础设施领域的部署能力，同时力争打造出低TCO(总拥有成本)的AI推理平台。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nAI智能体狂潮引爆CPU超级周期，两大x86芯片巨头携手高通奔赴狂野牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 13:29 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1440573.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，随着Anthropic重磅推出的Claude Cowork，以及OpenClaw这类可自主执行任务的超级AI代理工具在2026年集中爆发，AI智能体浪潮可谓迅速席卷全球，AI算力架构瓶颈正在从以矩阵乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，面向超大规模AI数据中心的高性能CPU陷入严峻供不应求态势。AI智能体风靡全球之际，AI算力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1440573.html\">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/8e38cbb54a0059eb719e6bc21f2a4128","relate_stocks":{"IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4598":"佩洛西持仓","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4605":"半导体精选","BK4573":"虚拟现实","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","AMD":"美国超微公司","BK4604":"机器人概念","BK4561":"索罗斯持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","QCMD":"1倍做空QCOM ETF-Direxion","INTC":"英特尔","BK4527":"明星科技股","BK4512":"苹果概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","QCOM":"高通","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","QCML":"2倍做多QCOM ETF-GraniteShares","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","QCMU":"2倍做多QCOM ETF-Direxion","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4575":"芯片概念","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","BK4535":"淡马锡持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4612":"AI芯片","BK4515":"5G概念","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4579":"人工智能","LU0079474960.USD":"联博美国增长基金A","BK4588":"碎股","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SG9999015978.USD":"利安颠覆性创新基金A"},"source_url":"http://www.zhitongcaijing.com/content/detail/1440573.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634843265","content_text":"智通财经APP获悉，随着Anthropic重磅推出的Claude Cowork，以及OpenClaw这类可自主执行任务的超级AI代理工具在2026年集中爆发，AI智能体浪潮可谓迅速席卷全球，AI算力架构瓶颈正在从以矩阵乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，面向超大规模AI数据中心的高性能CPU陷入严峻供不应求态势。AI智能体风靡全球之际，AI算力投资主线正在从“围绕GPU的单点算力竞赛”转向“AI智能体驱动的全栈算力系统”，下一轮超额阿尔法收益将不再只属于AI GPU/AI ASIC领域最强龙头名单，而会系统性扩散到CPU、存储、PCB、液冷系统、ABF载板与广泛晶圆代工等全栈AI算力基础设施层，而在这种AI主线叙事转变中，CPU、光互连与存储芯片可能是最大赢家势力。正是在CPU需求大爆发背景之下，两大x86架构CPU超级巨头——英特尔(INTC.US)与AMD(AMD.US)股价近期携手狂飙且不断创下历史新高点位。与此同时，重返数据中心CPU市场的高通(QCOM.US)近10个交易日股价疯涨60%，凸显出投资者们对于AI算力“关键瓶颈”持续升温看涨情绪。知名投资研究机构GF Securities近日发布研究报告称，“数据中心服务器CPU正在上演超级周期”，AMD(AMD.US)、英特尔(INTC.US)以及高通(QCOM.US)可能成为主要受益者。中东战火压不住“AI牛市”叙事! GPU不再一枝独秀 智能体大趋势引爆CPU在中东战火背景之下，经历最新一轮的全球股票市场从阶段性低点到创新高的投资者们最深刻心得无疑在于——不要把每一条地缘政治头条都当成趋势本身，过去数周的市场已经将“特朗普临阵退缩”、“AI算力基础设施链条驱动的科技板块业绩大幅上修趋势”以及“美伊与以色列最终会回到谈判桌”这些核心逻辑位列地缘政治等级之上。过去两年AI叙事几乎被GPU垄断，CPU一度像是AI军备竞赛里的“配角”;但随着开源的OpenClaw这类型代理式AI工作流(即AI智能体)主导的推理工作负载、数据编排、任务调度、内存访问、网络通信和多工具调用全面增长，市场可谓彻底意识到：没有强大的CPU作为系统中枢，GPU集群无法高效运转。这本质上就是CPU从“被低估的基础设施”重新回到芯片舞台最中央，带有非常明显的“文艺复兴”式复古浪潮意味。在智能体链路中，大量工作负载不仅耗费在GPU上的token生成，还消耗在Python解释执行、网页抓取、数据库检索、RAG索引访问、词法处理、任务队列调度、RPC/IPC通信、KV状态更新等CPU主导环节，这意味着决定用户体验的，越来越不是单颗GPU的峰值算力，而是CPU是否有足够的核心数、线程并发、缓存层级、内存带宽、PCIe/CXL/互连调度能力去支撑高频工具调用与高密度任务切换。一旦CPU核心、内存子系统或I/O调度不足，GPU即便名义算力充裕，也会因数据准备、任务协调和系统等待而出现利用率塌陷。因此，毋庸置疑的是，AI算力架构的瓶颈正在从以矩阵乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，这一变化的根源在于工作负载范式已经发生了本质迁移。CPU不再只是通用计算芯片，而是智能体时代的控制平面处理器、系统编排引擎与资源调度中枢，“被低估的CPU成为AI新瓶颈”并非情绪化判断，而是AI工作负载从“推理计算问题”进一步升级为“复杂系统工程问题”后的必然结果。早期大模型推理以“单次请求—单次生成”为主，CPU更多承担数据搬运、请求路由与基础调度，属于典型的辅助控制面;但进入AI智能体与强化学习时代后，系统负载不再是单一前向推理，而是演变为包含任务规划、工具调用、子代理协同、环境交互、状态管理与结果验证在内的复杂闭环。上述“编排层”(orchestration layer)本质上是强控制流、强分支判断、强系统调用、强内存访问的CPU密集型任务，无法被GPU高效替代，因此CPU正从过去的“配角”变成决定系统吞吐、时延与资源利用率的新瓶颈。摩根士丹利最新预测数据显示，智能体大爆发标志着从计算到编排的结构性转变，由此推导出到2030年新增325亿美元至600亿美元的CPU增量市场空间，并将服务器级别CPU总TAM大幅扩至825亿至1100亿美元量级。TrendForce的一项预测报告则显示，在AI智能体时代，CPU:GPU配比可能会从传统AI数据中心的1:4至1:8，向1:1至1:2大幅重估。AI推理大浪潮推动服务器CPU需求爆发，五年期CAGR有望高达38%GF Securities的分析师们在给客户的报告中写道：“作为AI基础设施建设的核心协调器，服务器CPU在过去几个月获得了显著关注。这一趋势受代理式AI/推理浪潮需求推动，由OpenClaw和Anthropic突破性成果驱动，后者年度经常性收入(ARR)在四月份飙升至440亿美元。例如，在最新的业绩电话会议中，AMD预计到2030年服务器CPU总可寻址市场(TAM)年复合增长率将超过35%，英特尔则表示向代理式AI的转变正在推动CPU的史无前例结构性需求，其中数据中心的CPU实际需求比例已经从训练阶段的GPU与CPU比率8:1收紧至人工智能推理阶段的4:1。”“根据我们的估算，假设推理占AI工作负载的90%，并假设到2030年AI服务器的GPU与CPU比率达到2:1，我们预计服务器CPU总可寻址市场在2026/2027年将分别增长54%/39%，并可能将在2030年CPU市场价值达到1350亿美元，而2025年仅仅约为260亿美元，五年期限的复合年增长率(CAGR)有望高达38%。此外，我们预计2026/2027/2028年的新增服务器CPU需求分别为670万、760万和630万单位台，同期总需求将达到3000万、3800万和4400万台，意味着三年复合年增长率(CAGR)约为23%。”GF Securities的分析师们写道。在接下来的深入分析报告中，GF Securities指出，由于x86架构的CPU仍是数据中心服务器领域的最主流指令集架构，AMD和英特尔无疑将成为CPU超级周期的最主要受益者。分析师们解释道：“从基本面角度来看，英特尔受益于持续的产能加速转化及第二季度CPU价格大幅上涨，这在我们4月16日的报告中已有说明。对于AMD，凭借稳健的产品更新迭代路线图和相对充足的产能，我们预计其市场份额将继续提升。目前我们预计，英特尔旗下的DCAI业务和AMD的数据中心服务器CPU业务营收在2026年将分别增长39%和73%。”英特尔还可能在下一代AI服务器CPU中获得更大规模市场份额，其Xeon 6中央处理器可能将与英伟达即将量产的Rubin NVL8算力集群中的自研ARM架构CPU配合使用，即其中一部分Vera Rubin搭载x86架构CPU，另一部搭载英伟达自研基于ARM架构的Vera CPU;AMD的Venice CPU则可能部署在其下一代的Helios机架系统和8-GPU AI服务器算力集群中。尽管x86仍为主流架构，但该公司认为基于ARM架构的服务器CPU也可能呈现出加速增长，通过英伟达自研的ARM架构服务器CPU——Vera系列算力集群及搭载专用应用集成电路(即搭载AI ASIC)，其中包括亚马逊(AMZN.US)自研的Graviton 5、谷歌(GOOGL.US)自研的Axion 2——都是基于ARM架构打造的自研服务器CPU。分析师们补充道：“英伟达已为数据中心客户推出独立Vera CPU机架(256个CPU)，早期采用者包括阿里巴巴、CoreWeave、Meta和Oracle(甲骨文)。在谷歌生态系统内，TPU算力体系的GPU与CPU比率正在从之前的4:1调整至4:2。结合2026年以后的更加强劲TPU算力需求前景，我们预计Axion 2出货将进一步加速。同时，亚马逊AWS自研的Graviton 4/5也在通过Teton Max机架(18个CPU)及Meta的独立Graviton机架获得推动。对于Arm公司本身而言，该公司则将AGI CPU需求上调至200亿美元。”GF Securities的分析师们还认为，最近宣布重新进入数据中心CPU市场的高通正在“积极开发”2028年的数据中心CPU产品线，并预计将在6月24日的投资者日获得更多信息。分析师们补充道：“在基准乐观情景下，假设高通在2028年获得30%的ARM架构CPU市场份额(意味着约400万台单位，平均售价3000美元，净利润率大约30%)，其带来的净利润将为36亿美元，相当于其全年非GAAP利润大幅提升约30%。”据了解，高通在数据中心CPU以及AI芯片领域的最新技术动态显示，它已经从传统的智能手机芯片设计商向数据中心AI基础设施供应商战略性扩张。高通已经宣布重新进入数据中心CPU市场，这与其过去仅聚焦移动SoC领域的定位明显不同，该公司确认正在开发定制数据中心CPU，并计划这些CPU能够与英伟达AI GPU加速器架构(如NVLink Fusion互连)协同工作，从而适应未来AI服务器的要求。值得注意的是，在2010年代中期就曾推出过基于ARM架构的Centriq 2400服务器处理器，具备高核心数且面向云计算及高吞吐量工作负载，这表明其在数据中心CPU设计上拥有一定经验。在数据中心级AI加速器方面，高通已经推出了面向大规模AI推理的产品线——AI200和AI250加速器，这两款高性能AI芯片专为数据中心AI推理工作负载设计，并计划在2026年和2027年陆续商业化，这标志着高通正试图建立与CPU协同的AI芯片产品线，以便在AI推理及agentic AI(即AI智能体)等新兴工作负载中发挥作用。它们基于高通独家的Hexagon 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所有的机构投行都预估AI导致内存稀缺产能扩张跟不上，但是有没有想过一个问题，那些AI的内存需求根本就是子虚乌有空的呢？世界会崩塌吗？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":16,"repostSize":1,"link":"https://laohu8.com/post/563441051976792","isVote":1,"tweetType":1,"viewCount":7769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4111302797871770","authorId":"4111302797871770","name":"ylin211","avatar":"https://static.tigerbbs.com/00553775bc8dd1785711ed6065ac8206","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4111302797871770","idStr":"4111302797871770"},"content":"那前一季度的超高业绩是哪里来的？闪迪现在的市盈率估值给的完全是过去的，已成事实的，一点预期都没加进去的吧","text":"那前一季度的超高业绩是哪里来的？闪迪现在的市盈率估值给的完全是过去的，已成事实的，一点预期都没加进去的吧","html":"那前一季度的超高业绩是哪里来的？闪迪现在的市盈率估值给的完全是过去的，已成事实的，一点预期都没加进去的吧"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"不评价 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21:12","market":"fut","language":"zh","title":"英伟达宣布与康宁建立多年合作伙伴关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2634703284","media":"环球市场播报","summary":"Nvidia和Corning宣布建立多年合作伙伴关系，将美国光连接制造能力提升十倍，并将光纤产量扩大50%以上，以支持下一代AI数据中心。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","content":"<html><body><div>\n<p> <span><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></span><span></span>和Corning宣布建立多年合作伙伴关系，将美国光连接制造能力提升十倍，并将光纤产量扩大50%以上，以支持下一代AI数据中心。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","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>英伟达宣布与康宁建立多年合作伙伴关系</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达宣布与康宁建立多年合作伙伴关系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 21:12 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-11/doc-inhxptrf8951899.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia和Corning宣布建立多年合作伙伴关系，将美国光连接制造能力提升十倍，并将光纤产量扩大50%以上，以支持下一代AI数据中心。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-11/doc-inhxptrf8951899.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 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SGD-H"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-11/doc-inhxptrf8951899.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2634703284","content_text":"Nvidia和Corning宣布建立多年合作伙伴关系，将美国光连接制造能力提升十倍，并将光纤产量扩大50%以上，以支持下一代AI数据中心。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"GOOG":0.6,"NVDQ":0.6,"2NVD.UK":0.6,"NVDO":0.6,"NVD3.UK":0.6,"NVDB":0.6,"META":0.6,"3NVD.UK":0.6,"DIPS":0.6,"NVDL":0.6,"TSLA":0.6,"NVDW":0.6,"AMZN":0.6,"NVDX":0.6,"NVII":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"NVDD":0.6,"AAPL":0.6,"MSFT":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDG":0.6,"NVD":0.6,"GLW":1.93,"NVDS":0.6,"NVDA":1.95,"ANV":0.6,"NVDS.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563430528776328,"gmtCreate":1778590674464,"gmtModify":1778590677219,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"调控金融风险的超一流高手","listText":"调控金融风险的超一流高手","text":"调控金融风险的超一流高手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563430528776328","repostId":"1150444551","repostType":4,"repost":{"id":"1150444551","kind":"news","pubTimestamp":1778578478,"share":"https://www.laohu8.com/m/news/1150444551?lang=zh_CN&edition=full","pubTime":"2026-05-12 17:34","market":"hk","language":"zh","title":"韩国AI红利：闪崩之后，悬念才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1150444551","media":"华尔街见闻","summary":"一条Facebook帖子，让韩国股市从8000点门口直坠7%。总统政策室长抛出\"国民红利\"，点燃市场对三星、SK海力士遭征超额利润税的恐慌——两者合计占指数42.2%，一个没有定义的词，已成悬在韩国牛市头顶最昂贵的悬念。\n","content":"<html><head></head><body><p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。</p><p style=\"text-align: justify;\">KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？</p><p style=\"text-align: justify;\">这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。</p><h2 id=\"id_4012521358\">一条帖子，让8000点的庆功宴提前散场</h2><p style=\"text-align: justify;\">5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。</p><p style=\"text-align: justify;\">12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的"八千点大关"只差0.03%。</p><p style=\"text-align: justify;\">然后，韩国总统政策室长金容范的Facebook帖子出现了：</p><blockquote><p style=\"text-align: justify;\">如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。</p><p style=\"text-align: justify;\">——가칭 '국민배당금' 원칙 제안（提议设立"国民红利"原则）</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7118ff28be4279551d2a5dbfb3baca49\" tg-width=\"1222\" tg-height=\"1106\"/></p></blockquote><p style=\"text-align: justify;\"><strong>市场读出的版本只有四个字：征税三星。</strong></p><p style=\"text-align: justify;\">两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。"超额利润"这个词对着这两张财报，没有任何歧义。</p><p style=\"text-align: justify;\">KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d16b3733629fc225542ad49beacb35ff\" tg-width=\"1220\" tg-height=\"910\"/></p><h2 id=\"id_2640453933\">"超额税收"是没有刻度的尺子，这才是关键风险</h2><p style=\"text-align: justify;\"><strong>数小时后，金容范补充说明：资金来源是AI繁荣带来的"超额税收"，不是直接向企业征税的新机制。</strong>KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。</p><p style=\"text-align: justify;\">但"超额税收"这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。</p><p style=\"text-align: justify;\"><strong>温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。</strong></p><p style=\"text-align: justify;\"><strong>激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收"超额利润税"，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。</strong></p><p style=\"text-align: justify;\">今天的澄清只确认了"不直接对企业征税"，但没有排除未来设立任何新机制。</p><p style=\"text-align: justify;\">两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——<strong>市场既没有定价最坏，也没有相信一切正常。</strong></p><h2 id=\"id_1614511395\">42.2%的集中度，是政策风险的天然放大器</h2><p style=\"text-align: justify;\">今天的闪崩幅度，同样也是KOSPI自身结构的产物。</p><p style=\"text-align: justify;\"><strong>三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。</strong>而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。</p><p style=\"text-align: justify;\">这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。<strong>当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。</strong></p><p style=\"text-align: justify;\">下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d029bbaf31002d4123ff1f60b1abf2e\" tg-width=\"1211\" tg-height=\"945\"/></p><h2 id=\"id_3883310128\">李在明的落地记录：从城南青年红利到AI国民红利</h2><p style=\"text-align: justify;\">很多人把金容范今天的发声理解为"政治表态，不会落地"。这个判断低估了李在明政府在此类议题上的执行意志。</p><p style=\"text-align: justify;\"><strong>李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。</strong></p><p style=\"text-align: justify;\">2016年城南市长任内，他推出韩国首个地方政府基本收入项目"青年红利"，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。</p><p style=\"text-align: justify;\">金容范帖子发出的时机，也经过了仔细选择：<strong>5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。</strong></p><p style=\"text-align: justify;\">更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。</p><h2 id=\"id_1115112806\">多头仍可能是对的，但它的假设上多了一道裂缝</h2><p style=\"text-align: justify;\">Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。</p><p style=\"text-align: justify;\">但"超额税收"定义空白的含义不容小觑。</p><p style=\"text-align: justify;\">如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的"超额税收"规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化"国民红利"政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。</p><p style=\"text-align: justify;\">今天的2.29%，是市场给"定义空白"定的价。真正的决策节点是：韩国政府何时给"超额税收"加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。</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\" />\n<title>韩国AI红利：闪崩之后，悬念才刚开始</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韩国AI红利：闪崩之后，悬念才刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 17:34 北京时间 <a href=https://wallstreetcn.com/articles/3772076><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3772076\">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/62f0e0b038a04980222980c7ac9bba49","relate_stocks":{"EWY":"韩国ETF-iShares MSCI","07747":"南方两倍做多三星电子","FLKR":"Franklin FTSE South Korea ETF","KDEF":"PLUS Korea Defense Industry Index ETF","KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","07709":"南方两倍做多海力士"},"source_url":"https://wallstreetcn.com/articles/3772076","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150444551","content_text":"一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。一条帖子，让8000点的庆功宴提前散场5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的\"八千点大关\"只差0.03%。然后，韩国总统政策室长金容范的Facebook帖子出现了：如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。——가칭 '국민배당금' 원칙 제안（提议设立\"国民红利\"原则）市场读出的版本只有四个字：征税三星。两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。\"超额利润\"这个词对着这两张财报，没有任何歧义。KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。\"超额税收\"是没有刻度的尺子，这才是关键风险数小时后，金容范补充说明：资金来源是AI繁荣带来的\"超额税收\"，不是直接向企业征税的新机制。KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。但\"超额税收\"这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收\"超额利润税\"，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。今天的澄清只确认了\"不直接对企业征税\"，但没有排除未来设立任何新机制。两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——市场既没有定价最坏，也没有相信一切正常。42.2%的集中度，是政策风险的天然放大器今天的闪崩幅度，同样也是KOSPI自身结构的产物。三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。李在明的落地记录：从城南青年红利到AI国民红利很多人把金容范今天的发声理解为\"政治表态，不会落地\"。这个判断低估了李在明政府在此类议题上的执行意志。李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。2016年城南市长任内，他推出韩国首个地方政府基本收入项目\"青年红利\"，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。金容范帖子发出的时机，也经过了仔细选择：5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。多头仍可能是对的，但它的假设上多了一道裂缝Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。但\"超额税收\"定义空白的含义不容小觑。如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的\"超额税收\"规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化\"国民红利\"政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。今天的2.29%，是市场给\"定义空白\"定的价。真正的决策节点是：韩国政府何时给\"超额税收\"加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。","news_type":1,"symbols_score_info":{"KDEF":2,"FLKR":2,"KORU":2,"07747":2,"EWY":2,"07709":2}},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}