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嵯峨松

已在A股摸爬滚打10年

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- 嵯峨松嵯峨松
  ·06-02
  说说你对这篇新闻的看法...
  为何在英伟达芯片发布后，Arm股价创下历史新高
  英伟达周日晚间推出了一款集成Arm设计定制中央处理单元的PC芯片——RTX Spark。周一，Arm股价飙升16%，收报408.85美元，创下历史收盘新高。投资者将英伟达的此次发布视为Arm在PC和服务器芯片市场抢占英特尔与AMD所用x86架构份额的最新信号。Arm设计芯片各个部分的架构，并通过向英伟达等客户授权和收取版税获利。若英伟达的PC处理器在设备端AI工作负载方面表现优于竞争对手，可能迫使对手跟进并采用Arm的设计。
  为何在英伟达芯片发布后，Arm股价创下历史新高
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- 嵯峨松嵯峨松
  ·2025-10-17
  说说你对这篇新闻的看法...
  美股三大股指期货延续跌势，科技股、热门中概股夜盘持续走低
  10月17日，美股三大股指期货延续跌势，纳斯达克100指数期货跌1%；科技股夜盘持续走低，$美光科技(MU)$跌近4%，$甲骨文(ORCL)$、$AMD(AMD)$跌超3%，$特斯拉(TSLA)$、$台积电(TSM)$、$英特尔(INTC)$跌超2%。
  美股三大股指期货延续跌势，科技股、热门中概股夜盘持续走低
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- 嵯峨松嵯峨松
  ·2024-04-26
  $特斯拉(TSLA)$ 马斯克不仅做新能源车，还有无人驾驶系统，基于他的星链，他的自动驾驶系统将是无敌的
  4,220 评论
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11:32","market":"us","language":"zh","title":"为何在英伟达芯片发布后，Arm股价创下历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1148601175","media":"老虎资讯综合","summary":"英伟达周日晚间推出了一款集成Arm设计定制中央处理单元的PC芯片——RTX Spark。周一，Arm股价飙升16%，收报408.85美元，创下历史收盘新高。投资者将英伟达的此次发布视为Arm在PC和服务器芯片市场抢占英特尔与AMD所用x86架构份额的最新信号。Arm设计芯片各个部分的架构，并通过向英伟达等客户授权和收取版税获利。若英伟达的PC处理器在设备端AI工作负载方面表现优于竞争对手，可能迫使对手跟进并采用Arm的设计。","content":"<html><head></head><body><p style=\"text-align: left;\">英伟达周日晚间推出了一款集成Arm设计定制中央处理单元的PC芯片——RTX Spark。这一举措在半导体行业引发波澜，但也催生了一个明显的受益者：半导体设计公司Arm Holdings。</p><p style=\"text-align: left;\">周一，Arm股价飙升16%，收报408.85美元，创下历史收盘新高。据道琼斯市场数据，该股今年已累计上涨274%，过去12个月涨幅达224%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b73e41c925dc44343e6f5e51757c29e\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">投资者将英伟达此次发布的RTX Spark芯片视为Arm在PC和服务器市场抢占x86架构份额的最新信号。长期以来，英特尔和AMD主导的x86架构凭借丰富的软件生态和兼容性稳居市场主流，但Arm架构凭借低功耗、高能效以及在移动设备领域的绝对统治地位，正逐步向PC和数据中心渗透。Arm本身不生产芯片，而是通过向英伟达等客户授权其核心设计并收取版税获利。若英伟达的PC处理器在设备端AI工作负载处理能力上显著优于竞争对手，可能迫使AMD、高通等其他厂商跟进，加速转向Arm架构，从而重塑PC芯片市场格局。 </p><p style=\"text-align: left;\">独立分析师Richard Windsor（运营Radio Free Mobile博客）在评论中指出：“如果AMD宣布为PC和数据中心推出基于Arm的CPU，这将是其告别x86架构的关键信号。届时，Arm架构取代x86的现实将真正落地。”他认为，英伟达的入局将成为行业分水岭，推动更多芯片设计公司重新评估其技术路线。</p><p style=\"text-align: left;\">不过，这未必是一场赢家通吃的竞赛。瑞穗分析师Vijay Rakesh在周日发布的研究报告中重申了对Arm和AMD的“跑赢大盘”评级，同时维持对英特尔的“中性”评级。Rakesh认为，尽管Arm架构在能效和AI推理场景中优势明显，但x86在传统计算负载和企业级应用中仍具深厚根基。他写道：“鉴于全行业前景强劲，我们继续认为强劲的CPU需求将在2026下半年至2027年为x86和ARM两大平台带来顺风。”这意味着未来两年内，两种架构可能并行发展，共同受益于AI PC和数据中心升级浪潮。</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 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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为何在英伟达芯片发布后，Arm股价创下历史新高\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\">2026-06-02 11:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英伟达周日晚间推出了一款集成Arm设计定制中央处理单元的PC芯片——RTX Spark。这一举措在半导体行业引发波澜，但也催生了一个明显的受益者：半导体设计公司Arm Holdings。</p><p style=\"text-align: left;\">周一，Arm股价飙升16%，收报408.85美元，创下历史收盘新高。据道琼斯市场数据，该股今年已累计上涨274%，过去12个月涨幅达224%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b73e41c925dc44343e6f5e51757c29e\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">投资者将英伟达此次发布的RTX Spark芯片视为Arm在PC和服务器市场抢占x86架构份额的最新信号。长期以来，英特尔和AMD主导的x86架构凭借丰富的软件生态和兼容性稳居市场主流，但Arm架构凭借低功耗、高能效以及在移动设备领域的绝对统治地位，正逐步向PC和数据中心渗透。Arm本身不生产芯片，而是通过向英伟达等客户授权其核心设计并收取版税获利。若英伟达的PC处理器在设备端AI工作负载处理能力上显著优于竞争对手，可能迫使AMD、高通等其他厂商跟进，加速转向Arm架构，从而重塑PC芯片市场格局。 </p><p style=\"text-align: left;\">独立分析师Richard Windsor（运营Radio Free Mobile博客）在评论中指出：“如果AMD宣布为PC和数据中心推出基于Arm的CPU，这将是其告别x86架构的关键信号。届时，Arm架构取代x86的现实将真正落地。”他认为，英伟达的入局将成为行业分水岭，推动更多芯片设计公司重新评估其技术路线。</p><p style=\"text-align: left;\">不过，这未必是一场赢家通吃的竞赛。瑞穗分析师Vijay Rakesh在周日发布的研究报告中重申了对Arm和AMD的“跑赢大盘”评级，同时维持对英特尔的“中性”评级。Rakesh认为，尽管Arm架构在能效和AI推理场景中优势明显，但x86在传统计算负载和企业级应用中仍具深厚根基。他写道：“鉴于全行业前景强劲，我们继续认为强劲的CPU需求将在2026下半年至2027年为x86和ARM两大平台带来顺风。”这意味着未来两年内，两种架构可能并行发展，共同受益于AI PC和数据中心升级浪潮。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","ARM":"ARM Holdings","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","ARMU":"2倍做多ARM ETF-T-REX","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","NVDX":"2倍做多NVDA ETF-T-Rex","ARMW":"Roundhill ARM WeeklyPay ETF","NVD":"2倍做空NVDA ETF-GraniteShares","ARMG":"2倍做多ARM ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","07388":"XI二南英伟","NVDD":"1倍做空NVDA ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148601175","content_text":"英伟达周日晚间推出了一款集成Arm设计定制中央处理单元的PC芯片——RTX Spark。这一举措在半导体行业引发波澜，但也催生了一个明显的受益者：半导体设计公司Arm Holdings。周一，Arm股价飙升16%，收报408.85美元，创下历史收盘新高。据道琼斯市场数据，该股今年已累计上涨274%，过去12个月涨幅达224%。投资者将英伟达此次发布的RTX Spark芯片视为Arm在PC和服务器市场抢占x86架构份额的最新信号。长期以来，英特尔和AMD主导的x86架构凭借丰富的软件生态和兼容性稳居市场主流，但Arm架构凭借低功耗、高能效以及在移动设备领域的绝对统治地位，正逐步向PC和数据中心渗透。Arm本身不生产芯片，而是通过向英伟达等客户授权其核心设计并收取版税获利。若英伟达的PC处理器在设备端AI工作负载处理能力上显著优于竞争对手，可能迫使AMD、高通等其他厂商跟进，加速转向Arm架构，从而重塑PC芯片市场格局。 独立分析师Richard Windsor（运营Radio Free Mobile博客）在评论中指出：“如果AMD宣布为PC和数据中心推出基于Arm的CPU，这将是其告别x86架构的关键信号。届时，Arm架构取代x86的现实将真正落地。”他认为，英伟达的入局将成为行业分水岭，推动更多芯片设计公司重新评估其技术路线。不过，这未必是一场赢家通吃的竞赛。瑞穗分析师Vijay Rakesh在周日发布的研究报告中重申了对Arm和AMD的“跑赢大盘”评级，同时维持对英特尔的“中性”评级。Rakesh认为，尽管Arm架构在能效和AI推理场景中优势明显，但x86在传统计算负载和企业级应用中仍具深厚根基。他写道：“鉴于全行业前景强劲，我们继续认为强劲的CPU需求将在2026下半年至2027年为x86和ARM两大平台带来顺风。”这意味着未来两年内，两种架构可能并行发展，共同受益于AI PC和数据中心升级浪潮。","news_type":1,"symbols_score_info":{"NVDO":0.6,"07788":0.6,"NVDG":0.6,"NVYY":0.6,"ARMW":0.6,"ANV":0.6,"NVDA":2,"NVDU":0.6,"ARM":2,"07388":0.6,"NVDY":0.6,"NVDB":0.6,"NVDW":0.6,"NVD":0.6,"NVDL":0.6,"NVDD":0.6,"NVII":0.6,"NVDQ":0.6,"DIPS":0.6,"NVDS":0.6,"ARMU":0.6,"NVDX":0.6,"ARMG":0.6}},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490116066050128,"gmtCreate":1760684169266,"gmtModify":1760686788459,"author":{"id":"3561462464555281","authorId":"3561462464555281","name":"嵯峨松","avatar":"https://static.tigerbbs.com/3b49b53e300d5b1747d25eb298fcb185","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561462464555281","authorIdStr":"3561462464555281"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490116066050128","repostId":"1180016080","repostType":2,"repost":{"id":"1180016080","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":1760684054,"share":"https://www.laohu8.com/m/news/1180016080?lang=zh_CN&edition=full","pubTime":"2025-10-17 14:54","market":"us","language":"zh","title":"美股三大股指期货延续跌势，科技股、热门中概股夜盘持续走低","url":"https://stock-news.laohu8.com/highlight/detail?id=1180016080","media":"老虎资讯综合","summary":"10月17日，美股三大股指期货延续跌势，纳斯达克100指数期货跌1%；科技股夜盘持续走低，$美光科技(MU)$跌近4%，$甲骨文(ORCL)$、$AMD(AMD)$跌超3%，$特斯拉(TSLA)$、$台积电(TSM)$、$英特尔(INTC)$跌超2%。","content":"<html><head></head><body><p>10月17日，美股三大股指期货延续跌势，纳斯达克100指数期货跌1%，标普500指数期货跌0.87%，道指期货跌0.61%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/730273bb7316c5e3387ea38560e1b8e6\" title=\"\" tg-width=\"420\" tg-height=\"192\"/></p><p>科技股夜盘持续走低，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超4%，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>跌超3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caf5311c240fdccea052e51b9ae1bac6\" alt=\"美光科技\" title=\"美光科技\" tg-width=\"837\" tg-height=\"825\"/><span>美光科技</span></p><p>热门中概股夜盘跌幅扩大，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>跌近6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a578bc5def336fb209f4b48834a75859\" alt=\"蔚来\" title=\"蔚来\" tg-width=\"834\" tg-height=\"831\"/><span>蔚来</span></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>美股三大股指期货延续跌势，科技股、热门中概股夜盘持续走低</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美股三大股指期货延续跌势，科技股、热门中概股夜盘持续走低\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-17 14:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月17日，美股三大股指期货延续跌势，纳斯达克100指数期货跌1%，标普500指数期货跌0.87%，道指期货跌0.61%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/730273bb7316c5e3387ea38560e1b8e6\" title=\"\" tg-width=\"420\" tg-height=\"192\"/></p><p>科技股夜盘持续走低，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超4%，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>跌超3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caf5311c240fdccea052e51b9ae1bac6\" alt=\"美光科技\" title=\"美光科技\" tg-width=\"837\" tg-height=\"825\"/><span>美光科技</span></p><p>热门中概股夜盘跌幅扩大，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>跌近6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a578bc5def336fb209f4b48834a75859\" alt=\"蔚来\" title=\"蔚来\" tg-width=\"834\" tg-height=\"831\"/><span>蔚来</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","BK1147":"投资银行业与经纪业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180016080","content_text":"10月17日，美股三大股指期货延续跌势，纳斯达克100指数期货跌1%，标普500指数期货跌0.87%，道指期货跌0.61%。科技股夜盘持续走低，美光科技跌超4%，甲骨文、AMD跌超3%，特斯拉、台积电、英特尔跌超2%。美光科技热门中概股夜盘跌幅扩大，蔚来、金山云跌近6%，阿里巴巴、百度、哔哩哔哩、小鹏汽车跌超4%。蔚来","news_type":1,"symbols_score_info":{"NQmain":1.5,"YMmain":1.5,"ESmain":1.1,"TTTN":1.5,"03086":1.5}},"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299483733311768,"gmtCreate":1714135602954,"gmtModify":1714136508454,"author":{"id":"3561462464555281","authorId":"3561462464555281","name":"嵯峨松","avatar":"https://static.tigerbbs.com/3b49b53e300d5b1747d25eb298fcb185","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561462464555281","authorIdStr":"3561462464555281"},"themes":[],"title":"","htmlText":"<a 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