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邪恶胜利了
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邪恶胜利了
邪恶胜利了
·
02-03 23:44
$英伟达(NVDA)$
对这世界上最好的芯片不满意？
报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳
据报道，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。
报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳
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邪恶胜利了
邪恶胜利了
·
2025-08-29
$英伟达(NVDA)$
希望开盘回撤175让我走
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邪恶胜利了
邪恶胜利了
·
2025-08-13
$美国超微公司(AMD)$
174买174.4卖了就拿了一天唉
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邪恶胜利了
邪恶胜利了
·
2025-08-02
虚拟货币
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邪恶胜利了
邪恶胜利了
·
2025-07-31
$英伟达(NVDA)$
空他
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邪恶胜利了
邪恶胜利了
·
2024-07-22
拜登退选转推贺锦丽这意味着川普必胜！
拜登退选，对全球金融市场意味着什么？
美国现任总统乔·拜登宣布他不会寻求连任，并支持副总统卡马拉·哈里斯成为民主党的候选人。由于民主党候选人没有经过正常的初选程序，市场缺乏先例来预测其影响。他预计，美联储可能在9月份采取降息措施。
拜登退选，对全球金融市场意味着什么？
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邪恶胜利了
邪恶胜利了
·
2024-07-09
这的环境会教巴菲特重新做人的[捂脸]
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邪恶胜利了
邪恶胜利了
·
2024-06-28
$阿里巴巴(BABA)$
中概股全崩
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邪恶胜利了
邪恶胜利了
·
2024-06-25
镰刀即便是出海了也依然能到处收割
法拉第未來盘后暴跌36%，将逆向拆股比例修订为至多40比1
6月25日，法拉第未來盘后暴跌36%，公司将逆向拆股（合股）比例修订为至多40比1，不过表示可能推迟或不实施逆向拆股（合股）。
法拉第未來盘后暴跌36%，将逆向拆股比例修订为至多40比1
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邪恶胜利了
邪恶胜利了
·
2024-06-25
国内骂了FSD这么久现在开始对标学习了[开心]
何小鹏：特斯拉FSD很稳，未来无人驾驶会打败99.999%的司机
何小鹏发布在美国体验特斯拉FSD的视频。
何小鹏：特斯拉FSD很稳，未来无人驾驶会打败99.999%的司机
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 对这世界上最好的芯片不满意？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 对这世界上最好的芯片不满意？","text":"$英伟达(NVDA)$ 对这世界上最好的芯片不满意？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528802986995936","repostId":"2608481551","repostType":2,"repost":{"id":"2608481551","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770071580,"share":"https://www.laohu8.com/m/news/2608481551?lang=zh_CN&edition=full","pubTime":"2026-02-03 06:33","market":"hk","language":"zh","title":"报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳","url":"https://stock-news.laohu8.com/highlight/detail?id=2608481551","media":"华尔街见闻","summary":"据报道，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。","content":"<html><head></head><body><p>据媒体援引多位知情人士表示，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。</p><p style=\"text-align: justify;\">OpenAI这一战略转变，源于其对用于执行AI推理中特定环节芯片的重视程度不断提高。所谓推理，是指像支撑ChatGPT应用的AI模型在响应用户问题和请求时所进行的计算过程。英伟达在训练大型AI模型所需的芯片领域仍占据主导地位，而推理正成为竞争的新战场。</p><p style=\"text-align: justify;\"><strong>分析称，OpenAI及其他公司决定在推理芯片市场寻找替代方案，标志着对英伟达AI主导地位的一次重大考验。</strong></p><p style=\"text-align: justify;\"><strong>不过报道出炉后不久，OpenAI CEO Sam Altman隔空反驳，赞扬英伟达的AI芯片。Altman在社交平台X发文表示：“我们热爱与英伟达合作，并且他们生产世界上最好的AI芯片。我们希望在很长一段时间里成为超级大客户。我不明白这些疯狂的说法是从哪里来的。”</strong></p><p style=\"text-align: justify;\">周一，英伟达收跌近2.9%。当日美股盘后Altman隔空反驳后，英伟达盘后反弹约0.6%。</p><h2 id=\"id_2766076860\" style=\"text-align: start;\">OpenAI和英伟达合作</h2><p style=\"text-align: justify;\">当前，OpenAI和英伟达这两家公司仍在进行投资谈判：</p><blockquote><p style=\"text-align: justify;\">去年9月，英伟达表示，计划向OpenAI投入高达1000亿美元，作为一项交易的一部分。该交易将使英伟达获得这家初创公司的股份，同时为OpenAI提供购买先进芯片所需的资金。</p><p style=\"text-align: justify;\">在此期间，OpenAI已与AMD等公司达成协议，采购可与英伟达竞争的GPU。然而，知情人士称，OpenAI不断调整的产品路线图也改变了其所需的计算资源类型，从而使与英伟达的谈判变得更加复杂、进展缓慢。</p><p style=\"text-align: justify;\">上周六，英伟达首席执行官黄仁勋淡化了有关其与OpenAI存在紧张关系的报道，称这种说法“纯属无稽之谈”，并表示英伟达仍计划对OpenAI进行巨额投资。英伟达在一份声明中表示：“客户在推理领域仍然选择英伟达，因为我们在大规模应用中提供了最佳性能和总体拥有成本。”</p><p style=\"text-align: justify;\">OpenAI的一位发言人在另一份声明中表示，公司在其绝大多数推理算力集群中依赖英伟达，而且英伟达在推理方面提供了最佳的性价比。</p></blockquote><p style=\"text-align: justify;\"><strong>知情人士称，OpenAI对英伟达硬件在某些特定问题上的响应速度并不满意，例如软件开发以及AI与其他软件之间的交互。OpenAI需要新的硬件，未来最终可满足其约10%的推理计算需求。</strong></p><p style=\"text-align: justify;\">报道称，OpenAI曾讨论与包括Cerebras和Groq在内的初创公司合作，以获得更快推理速度的芯片。不过，英伟达与Groq达成了一项价值200亿美元的授权协议，从而终止了OpenAI与Groq的谈判。</p><p style=\"text-align: justify;\">芯片行业高管表示，英伟达迅速拿下Groq，看起来是为了在快速变化的AI行业中巩固其技术组合、提升竞争力。英伟达在声明中称，Groq的知识产权与英伟达的产品路线图高度互补。</p><h2 id=\"id_959616474\" style=\"text-align: start;\">英伟达的替代方案</h2><p style=\"text-align: justify;\">英伟达的GPU非常适合用于训练像ChatGPT这样的大型AI模型所需的海量数据处理，这也是迄今为止全球AI爆炸式增长的重要基础。但随着AI的不断进步，重点正日益转向对已训练模型进行推理和推断，这可能成为AI的一个新阶段。</p><p style=\"text-align: justify;\">自去年以来，OpenAI在寻找GPU替代方案时，重点关注那些在同一块硅片上集成大量内存（称为SRAM）的芯片制造商。尽可能在每颗芯片上塞入昂贵的SRAM，可在聊天机器人和其他AI系统处理数百万用户请求时带来速度优势。</p><p style=\"text-align: justify;\">与训练相比，推理对内存的需求更高，因为芯片需要花费相对更多时间从内存中获取数据，而不是进行数学运算。英伟达和AMD的GPU技术依赖外部内存，这会增加处理时间，降低用户与聊天机器人交互的速度。</p><p style=\"text-align: justify;\">有知情人士称，在OpenAI内部，这一问题在其用于生成计算机代码、并正被公司大力推广的产品Codex中尤为明显。OpenAI员工将Codex的部分性能不足归因于基于英伟达GPU的硬件。</p><p style=\"text-align: justify;\">上月，OpenAI首席执行官Sam Altman表示，使用OpenAI编程模型的客户“会为编码工作的速度支付很高的溢价”。OpenAI 满足这一需求的方式之一，是其最近与Cerebras达成的合作协议。对于普通的ChatGPT用户而言，速度并非那么关键。</p><p style=\"text-align: justify;\">相比之下，Anthropic的Claude和谷歌的Gemini等竞争产品，更多依赖谷歌自研的TPU进行部署。TPU专为推理所需的计算而设计，在性能上可能优于像英伟达GPU这样的通用型AI芯片。</p><h2 id=\"id_2246783458\" style=\"text-align: start;\">英伟达的应对举措</h2><p style=\"text-align: justify;\">当OpenAI明确表达了对英伟达技术的保留态度后，英伟达曾接洽包括Cerebras和Groq在内、专注于高SRAM芯片的公司，探讨潜在收购的可能性。知情人士称，Cerebras拒绝了收购提议，并与OpenAI达成了一项商业合作，该合作已于上月宣布。</p><p style=\"text-align: justify;\">媒体称，Groq也曾与OpenAI就提供算力展开讨论，并吸引投资者兴趣，拟以约140亿美元的估值为公司融资。</p><p style=\"text-align: justify;\">但到12月时，英伟达以一项非独家的全现金交易，获得了Groq技术的授权。尽管该协议允许其他公司也可授权使用Groq的技术，但目前Groq正将重心转向销售云端软件，因为英伟达已挖走了Groq的芯片设计人员。</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>报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳</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报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 06:33 北京时间 <a href=https://wallstreetcn.com/articles/3764782><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体援引多位知情人士表示，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。OpenAI这一战略转变，源于其对用于执行AI推理中特定环节芯片的重视程度不断提高。所谓推理，是指像支撑ChatGPT应用的AI模型在响应用户问题和请求时所进行的计算过程。英伟达在训练大型AI模型所需的芯片领域仍占据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764782\">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":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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Altman隔空反驳，赞扬英伟达的AI芯片。Altman在社交平台X发文表示：“我们热爱与英伟达合作，并且他们生产世界上最好的AI芯片。我们希望在很长一段时间里成为超级大客户。我不明白这些疯狂的说法是从哪里来的。”周一，英伟达收跌近2.9%。当日美股盘后Altman隔空反驳后，英伟达盘后反弹约0.6%。OpenAI和英伟达合作当前，OpenAI和英伟达这两家公司仍在进行投资谈判：去年9月，英伟达表示，计划向OpenAI投入高达1000亿美元，作为一项交易的一部分。该交易将使英伟达获得这家初创公司的股份，同时为OpenAI提供购买先进芯片所需的资金。在此期间，OpenAI已与AMD等公司达成协议，采购可与英伟达竞争的GPU。然而，知情人士称，OpenAI不断调整的产品路线图也改变了其所需的计算资源类型，从而使与英伟达的谈判变得更加复杂、进展缓慢。上周六，英伟达首席执行官黄仁勋淡化了有关其与OpenAI存在紧张关系的报道，称这种说法“纯属无稽之谈”，并表示英伟达仍计划对OpenAI进行巨额投资。英伟达在一份声明中表示：“客户在推理领域仍然选择英伟达，因为我们在大规模应用中提供了最佳性能和总体拥有成本。”OpenAI的一位发言人在另一份声明中表示，公司在其绝大多数推理算力集群中依赖英伟达，而且英伟达在推理方面提供了最佳的性价比。知情人士称，OpenAI对英伟达硬件在某些特定问题上的响应速度并不满意，例如软件开发以及AI与其他软件之间的交互。OpenAI需要新的硬件，未来最终可满足其约10%的推理计算需求。报道称，OpenAI曾讨论与包括Cerebras和Groq在内的初创公司合作，以获得更快推理速度的芯片。不过，英伟达与Groq达成了一项价值200亿美元的授权协议，从而终止了OpenAI与Groq的谈判。芯片行业高管表示，英伟达迅速拿下Groq，看起来是为了在快速变化的AI行业中巩固其技术组合、提升竞争力。英伟达在声明中称，Groq的知识产权与英伟达的产品路线图高度互补。英伟达的替代方案英伟达的GPU非常适合用于训练像ChatGPT这样的大型AI模型所需的海量数据处理，这也是迄今为止全球AI爆炸式增长的重要基础。但随着AI的不断进步，重点正日益转向对已训练模型进行推理和推断，这可能成为AI的一个新阶段。自去年以来，OpenAI在寻找GPU替代方案时，重点关注那些在同一块硅片上集成大量内存（称为SRAM）的芯片制造商。尽可能在每颗芯片上塞入昂贵的SRAM，可在聊天机器人和其他AI系统处理数百万用户请求时带来速度优势。与训练相比，推理对内存的需求更高，因为芯片需要花费相对更多时间从内存中获取数据，而不是进行数学运算。英伟达和AMD的GPU技术依赖外部内存，这会增加处理时间，降低用户与聊天机器人交互的速度。有知情人士称，在OpenAI内部，这一问题在其用于生成计算机代码、并正被公司大力推广的产品Codex中尤为明显。OpenAI员工将Codex的部分性能不足归因于基于英伟达GPU的硬件。上月，OpenAI首席执行官Sam Altman表示，使用OpenAI编程模型的客户“会为编码工作的速度支付很高的溢价”。OpenAI 满足这一需求的方式之一，是其最近与Cerebras达成的合作协议。对于普通的ChatGPT用户而言，速度并非那么关键。相比之下，Anthropic的Claude和谷歌的Gemini等竞争产品，更多依赖谷歌自研的TPU进行部署。TPU专为推理所需的计算而设计，在性能上可能优于像英伟达GPU这样的通用型AI芯片。英伟达的应对举措当OpenAI明确表达了对英伟达技术的保留态度后，英伟达曾接洽包括Cerebras和Groq在内、专注于高SRAM芯片的公司，探讨潜在收购的可能性。知情人士称，Cerebras拒绝了收购提议，并与OpenAI达成了一项商业合作，该合作已于上月宣布。媒体称，Groq也曾与OpenAI就提供算力展开讨论，并吸引投资者兴趣，拟以约140亿美元的估值为公司融资。但到12月时，英伟达以一项非独家的全现金交易，获得了Groq技术的授权。尽管该协议允许其他公司也可授权使用Groq的技术，但目前Groq正将重心转向销售云端软件，因为英伟达已挖走了Groq的芯片设计人员。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472677981155384,"gmtCreate":1756423634617,"gmtModify":1756423635839,"author":{"id":"3575840235742607","authorId":"3575840235742607","name":"邪恶胜利了","avatar":"https://static.tigerbbs.com/2a0c1b38a5287993092846c8da9b6eaa","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575840235742607","idStr":"3575840235742607"},"themes":[],"htmlText":"<a 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空他","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462576273293312","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330122004996304,"gmtCreate":1721627156831,"gmtModify":1721628391509,"author":{"id":"3575840235742607","authorId":"3575840235742607","name":"邪恶胜利了","avatar":"https://static.tigerbbs.com/2a0c1b38a5287993092846c8da9b6eaa","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575840235742607","idStr":"3575840235742607"},"themes":[],"htmlText":"拜登退选转推贺锦丽这意味着川普必胜！","listText":"拜登退选转推贺锦丽这意味着川普必胜！","text":"拜登退选转推贺锦丽这意味着川普必胜！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330122004996304","repostId":"2453478276","repostType":4,"repost":{"id":"2453478276","kind":"news","pubTimestamp":1721621405,"share":"https://www.laohu8.com/m/news/2453478276?lang=zh_CN&edition=full","pubTime":"2024-07-22 12:10","market":"us","language":"zh","title":"拜登退选，对全球金融市场意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2453478276","media":"智通财经","summary":"美国现任总统乔·拜登宣布他不会寻求连任，并支持副总统卡马拉·哈里斯成为民主党的候选人。由于民主党候选人没有经过正常的初选程序，市场缺乏先例来预测其影响。他预计，美联储可能在9月份采取降息措施。","content":"<html><head></head><body><p>美国现任总统乔·拜登宣布他不会寻求连任，并支持副总统卡马拉·哈里斯成为民主党的候选人。这一消息在距离11月大选不到四个月的关键时刻发布，可能会加剧华尔街的不稳定性。</p><h2 id=\"id_486658860\">(一)市场观察人士众说纷纭</h2><p>美国当前政治不确定性正在增加。由于民主党候选人没有经过正常的初选程序，市场缺乏先例来预测其影响。市场观察人士众说纷纭，主要有以下几种观点：</p><p><strong>观点一：带来更多的不确定性</strong></p><p>CreditSights美国投资级和宏观战略主管Zachary Griffiths表示：“这一声明的首要影响应该是更多的不确定性，这通常会使市场进入避险模式——<strong>股市出现抛售</strong>，投资者纷纷买入优质股票。”</p><p>Ironsides Partners管理合伙人Barry Knapp认为，市场的不确定性大大增加，这可能会<strong>影响期货开盘的表现。</strong>尽管比特币显示出一些波动，但市场刚刚经历了一个充满动荡的一周，且这背后的主要因素并非特朗普。更深层次的原因在于经济的疲软态势，以及美联储在9月份对降息50个基点的犹豫态度。显然，众多因素交织在一起，预示着未来市场将面临更多的不确定性。</p><p>AmeriVet Securities美国利率交易和策略主管Gregory Faranello预计<strong>债券市场可能会出现更多的僵局。</strong>美国国债市场将继续密切监测国债供应、央行的资产负债表动态以及关键经济指标。虽然市场可能会经历一些价格波动，但美联储的利率决策应更多地反映已经发生的情况，而不是纯粹基于预期。</p><p>菲尼克斯金融服务公司首席市场分析师Wayne Kaufman表示，市场在不确定性中可能会犹豫不决。他指出，尽管人工智能的乐观情绪在一定程度上支撑了市场，但<strong>即将到来的8月和9月历史上一直是市场表现疲软的时期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f900cef458500b9760fb409631a11a80\" tg-width=\"660\" tg-height=\"373\"/></p><p><strong>观点二：“特朗普交易”会持续</strong></p><p>“特朗普交易”的支持者认为，市场对拜登退出早有预期并进行计价，公开宣布的影响不大。</p><p>B. Riley Wealth的首席市场策略师Art Hogan表示，在目前围绕特朗普的交易中，最引人注目的现象是比特币和其他加密货币的价格上涨，这反映出市场认为特朗普对这些资产类别持有更积极的态度。他认为，<strong>市场已经在逐步吸收拜登总统不寻求连任的消息，并推测特朗普若再次当选，可能会带来类似于小盘股受益于利率下调的交易机会。</strong>他预计，美联储可能在9月份采取降息措施。</p><p><strong>观点三：“特朗普交易”会退潮</strong></p><p>BMO财富管理首席投资官Yung-Yu Ma预计，<strong>特朗普的交易可能会暂时停顿</strong>，直到民主党候选人的身份更加明确。他警告称，这一事件给市场带来了更多的政治不确定性，可能会导致短期内的波动。</p><p>Stonex市场分析主管Rhona O 'Connel表示，拜登退选，“我的本能反应是，短期内一切都悬而未决，尤其是民主党的提名问题。但它很可能会给‘特朗普交易’踩刹车。就避险而言，纯粹从这个角度来看，<strong>黄金的顺风比逆风更强劲。</strong>”</p><p>Miller Tabak + Co.的首席市场策略师Matt Maley：“<strong>比特币、能源等特朗普交易将开始平仓，<a href=\"https://laohu8.com/S/000591\">太阳能</a>股票或电动汽车等一些受到冲击的交易也会反弹。</strong>但现在仍有很多不确定性，市场不喜欢这样。从现在到劳动节，再到9月份，我们将看到波动率大幅飙升。”</p><p><a href=\"https://laohu8.com/S/BMO\">蒙特利尔银行</a>财富管理公司首席投资官Yung-Yu Ma表示，“在民主党的提名人选变得更加明朗之前，‘<strong>特朗普交易’很可能会喘口气。这一消息也震荡了货币和债券市场，而新兴市场的资金经理们预计一些早期的‘特朗普交易’——包括抛售亚洲和拉丁美洲的一些货币以及购买萨尔瓦多债券——将被平仓，从而为风险资产带来短期利好。</strong>对特朗普新政府领导下的强势美元的担忧，加上关税和共和党人可能取得压倒性胜利，已经开始对新兴资产造成压力，在美联储不确定的降息时间表下，<strong>新兴资产继续萎靡不振。</strong>”</p><p><strong>观点四：更看好民主党的胜利</strong></p><p>Brandywine Global Investment Management的投资组合经理Jack McIntyre认为，风险资产，包括新兴市场，可能会受到初步的利好影响，<strong>市场更倾向于看到民主党在众议院的胜利。</strong></p><p>Fibonacci Asset Management Global Pte首席执行官Jung In Yun<strong>对特朗普连任的可能性表示担忧</strong>，认为其保护主义政策可能对贸易产生负面影响，地缘政治风险将加剧，供应链的冲击可能变得更加频繁，进而推动整体通胀水平上升。这种宏观经济环境对于依赖全球供应链和稳定市场条件的行业，如汽车、生物技术和房地产，构成了严峻挑战。</p><h2 id=\"id_1470402467\">(二)市场聚光灯给到哈里斯</h2><p>美国总统拜登支持副总统卡马拉·哈里斯，并不能确保她获得民主党提名，民主党全国委员会代表可以自由投票给他们自己选择的人。最近几周最受欢迎的人选是加州州长纽森和密歇根州州长惠特默，但哈里斯仍是最有可能的人选。</p><p>Roundhill Financial首席执行官Dave Mazza表示：“投资者应该预料到波动性会大幅上升。如果副总统哈里斯能够迅速动员起来，给特朗普带来实质性的冲击，那么我们可以预期，波动性将持续下去。然而，如果特朗普继续在民意调查中领先，投资者认为他的胜利是不可避免的，那么‘特朗普交易’将接管，波动性将下降。”因而，<strong>被寄予厚望的哈里斯能否给特朗普带来实质性的冲击，是当下市场最关注的焦点。</strong></p><p>汇总哈里斯的主要政治主张如下：</p><p><strong>政治：</strong></p><p>--支持向<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>医疗保险的过渡，但在私人保险计划中的作用;</p><p>--主张采取更激进的药品定价政策，包括将美国的价格与其他富裕国家谈判的价格挂钩;</p><p>--可能会继续拜登的许多外交政策目标，包括支持乌克兰和维持在亚太地区的联盟;</p><p>--可能在以色列-哈马斯冲突中对巴勒斯坦人采取更同情的立场。</p><p><strong>经济：</strong></p><p>--预计将推动拜登政府的经济政策，包括《基础设施协议和通胀削减法案》;</p><p>--支持提高公司税，并批评特朗普的减税政策;</p><p>--支持中产阶级的拟议政策，例如为低收入个人和夫妇提供可退还的税收抵免</p><p><strong>应对气候变化：</strong></p><p>--支持应对气候变化的政策，包括向100%可再生能源过渡;</p><p>--帮助出台了一项200亿美元的计划，为气候和清洁能源项目提供资金。</p><p><strong>移民：</strong></p><p>--随着时间的推移，她的立场发生了变化，现在支持潜在的ICE改革，并批评特朗普的边境墙;</p><p>--支持两党边境安全协议(最终被参议院共和党人否决)。</p><p><strong>哈里斯 VS 拜登主要差异</strong></p><p>--哈里斯支持向全民医疗保险过渡，尽管私人保险计划也发挥了作用。这比拜登的立场更为进步，拜登的立场赞成在《平价医疗法案》交易所提供公共健康保险选项;</p><p>--哈里斯呼吁采取比拜登更激进的药品定价政策，例如将美国价格与其他富裕国家谈判的价格挂钩;</p><p>--虽然两人都支持15美元的全国最低工资，但哈里斯在惩罚违反劳动工资规定的公司方面更加直言不讳;</p><p>--哈里斯主张采取更强有力的支持工会的政策，包括废除“工作权”法律，并允许二次抵制，这超出了拜登的劳工立场;</p><p>--哈里斯提议为租房者提供特定的税收抵免，以支付超过30%的收入用于租金和水电费，这一政策在拜登的政纲中并不突出;</p><p>--哈里斯在大流行期间批准了每月 2,000 美元的刺激付款，这比拜登实施的提议更慷慨;</p><p>--哈里斯表示反对跨<a href=\"https://laohu8.com/S/601099\">太平洋</a>伙伴关系协定，并表示她会投票反对北美自由贸易协定，这些立场比拜登的立场更具保护主义色彩。</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\">\n拜登退选，对全球金融市场意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 12:10 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1153766.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国现任总统乔·拜登宣布他不会寻求连任，并支持副总统卡马拉·哈里斯成为民主党的候选人。这一消息在距离11月大选不到四个月的关键时刻发布，可能会加剧华尔街的不稳定性。(一)市场观察人士众说纷纭美国当前政治不确定性正在增加。由于民主党候选人没有经过正常的初选程序，市场缺乏先例来预测其影响。市场观察人士众说纷纭，主要有以下几种观点：观点一：带来更多的不确定性CreditSights美国投资级和宏观战略...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1153766.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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1153766.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453478276","content_text":"美国现任总统乔·拜登宣布他不会寻求连任，并支持副总统卡马拉·哈里斯成为民主党的候选人。这一消息在距离11月大选不到四个月的关键时刻发布，可能会加剧华尔街的不稳定性。(一)市场观察人士众说纷纭美国当前政治不确定性正在增加。由于民主党候选人没有经过正常的初选程序，市场缺乏先例来预测其影响。市场观察人士众说纷纭，主要有以下几种观点：观点一：带来更多的不确定性CreditSights美国投资级和宏观战略主管Zachary Griffiths表示：“这一声明的首要影响应该是更多的不确定性，这通常会使市场进入避险模式——股市出现抛售，投资者纷纷买入优质股票。”Ironsides Partners管理合伙人Barry Knapp认为，市场的不确定性大大增加，这可能会影响期货开盘的表现。尽管比特币显示出一些波动，但市场刚刚经历了一个充满动荡的一周，且这背后的主要因素并非特朗普。更深层次的原因在于经济的疲软态势，以及美联储在9月份对降息50个基点的犹豫态度。显然，众多因素交织在一起，预示着未来市场将面临更多的不确定性。AmeriVet Securities美国利率交易和策略主管Gregory Faranello预计债券市场可能会出现更多的僵局。美国国债市场将继续密切监测国债供应、央行的资产负债表动态以及关键经济指标。虽然市场可能会经历一些价格波动，但美联储的利率决策应更多地反映已经发生的情况，而不是纯粹基于预期。菲尼克斯金融服务公司首席市场分析师Wayne Kaufman表示，市场在不确定性中可能会犹豫不决。他指出，尽管人工智能的乐观情绪在一定程度上支撑了市场，但即将到来的8月和9月历史上一直是市场表现疲软的时期。观点二：“特朗普交易”会持续“特朗普交易”的支持者认为，市场对拜登退出早有预期并进行计价，公开宣布的影响不大。B. Riley Wealth的首席市场策略师Art Hogan表示，在目前围绕特朗普的交易中，最引人注目的现象是比特币和其他加密货币的价格上涨，这反映出市场认为特朗普对这些资产类别持有更积极的态度。他认为，市场已经在逐步吸收拜登总统不寻求连任的消息，并推测特朗普若再次当选，可能会带来类似于小盘股受益于利率下调的交易机会。他预计，美联储可能在9月份采取降息措施。观点三：“特朗普交易”会退潮BMO财富管理首席投资官Yung-Yu Ma预计，特朗普的交易可能会暂时停顿，直到民主党候选人的身份更加明确。他警告称，这一事件给市场带来了更多的政治不确定性，可能会导致短期内的波动。Stonex市场分析主管Rhona O 'Connel表示，拜登退选，“我的本能反应是，短期内一切都悬而未决，尤其是民主党的提名问题。但它很可能会给‘特朗普交易’踩刹车。就避险而言，纯粹从这个角度来看，黄金的顺风比逆风更强劲。”Miller Tabak + Co.的首席市场策略师Matt Maley：“比特币、能源等特朗普交易将开始平仓，太阳能股票或电动汽车等一些受到冲击的交易也会反弹。但现在仍有很多不确定性，市场不喜欢这样。从现在到劳动节，再到9月份，我们将看到波动率大幅飙升。”蒙特利尔银行财富管理公司首席投资官Yung-Yu Ma表示，“在民主党的提名人选变得更加明朗之前，‘特朗普交易’很可能会喘口气。这一消息也震荡了货币和债券市场，而新兴市场的资金经理们预计一些早期的‘特朗普交易’——包括抛售亚洲和拉丁美洲的一些货币以及购买萨尔瓦多债券——将被平仓，从而为风险资产带来短期利好。对特朗普新政府领导下的强势美元的担忧，加上关税和共和党人可能取得压倒性胜利，已经开始对新兴资产造成压力，在美联储不确定的降息时间表下，新兴资产继续萎靡不振。”观点四：更看好民主党的胜利Brandywine Global Investment Management的投资组合经理Jack McIntyre认为，风险资产，包括新兴市场，可能会受到初步的利好影响，市场更倾向于看到民主党在众议院的胜利。Fibonacci Asset Management Global Pte首席执行官Jung In Yun对特朗普连任的可能性表示担忧，认为其保护主义政策可能对贸易产生负面影响，地缘政治风险将加剧，供应链的冲击可能变得更加频繁，进而推动整体通胀水平上升。这种宏观经济环境对于依赖全球供应链和稳定市场条件的行业，如汽车、生物技术和房地产，构成了严峻挑战。(二)市场聚光灯给到哈里斯美国总统拜登支持副总统卡马拉·哈里斯，并不能确保她获得民主党提名，民主党全国委员会代表可以自由投票给他们自己选择的人。最近几周最受欢迎的人选是加州州长纽森和密歇根州州长惠特默，但哈里斯仍是最有可能的人选。Roundhill Financial首席执行官Dave Mazza表示：“投资者应该预料到波动性会大幅上升。如果副总统哈里斯能够迅速动员起来，给特朗普带来实质性的冲击，那么我们可以预期，波动性将持续下去。然而，如果特朗普继续在民意调查中领先，投资者认为他的胜利是不可避免的，那么‘特朗普交易’将接管，波动性将下降。”因而，被寄予厚望的哈里斯能否给特朗普带来实质性的冲击，是当下市场最关注的焦点。汇总哈里斯的主要政治主张如下：政治：--支持向全民医疗保险的过渡，但在私人保险计划中的作用;--主张采取更激进的药品定价政策，包括将美国的价格与其他富裕国家谈判的价格挂钩;--可能会继续拜登的许多外交政策目标，包括支持乌克兰和维持在亚太地区的联盟;--可能在以色列-哈马斯冲突中对巴勒斯坦人采取更同情的立场。经济：--预计将推动拜登政府的经济政策，包括《基础设施协议和通胀削减法案》;--支持提高公司税，并批评特朗普的减税政策;--支持中产阶级的拟议政策，例如为低收入个人和夫妇提供可退还的税收抵免应对气候变化：--支持应对气候变化的政策，包括向100%可再生能源过渡;--帮助出台了一项200亿美元的计划，为气候和清洁能源项目提供资金。移民：--随着时间的推移，她的立场发生了变化，现在支持潜在的ICE改革，并批评特朗普的边境墙;--支持两党边境安全协议(最终被参议院共和党人否决)。哈里斯 VS 拜登主要差异--哈里斯支持向全民医疗保险过渡，尽管私人保险计划也发挥了作用。这比拜登的立场更为进步，拜登的立场赞成在《平价医疗法案》交易所提供公共健康保险选项;--哈里斯呼吁采取比拜登更激进的药品定价政策，例如将美国价格与其他富裕国家谈判的价格挂钩;--虽然两人都支持15美元的全国最低工资，但哈里斯在惩罚违反劳动工资规定的公司方面更加直言不讳;--哈里斯主张采取更强有力的支持工会的政策，包括废除“工作权”法律，并允许二次抵制，这超出了拜登的劳工立场;--哈里斯提议为租房者提供特定的税收抵免，以支付超过30%的收入用于租金和水电费，这一政策在拜登的政纲中并不突出;--哈里斯在大流行期间批准了每月 2,000 美元的刺激付款，这比拜登实施的提议更慷慨;--哈里斯表示反对跨太平洋伙伴关系协定，并表示她会投票反对北美自由贸易协定，这些立场比拜登的立场更具保护主义色彩。","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325758680268904,"gmtCreate":1720532448942,"gmtModify":1720532451277,"author":{"id":"3575840235742607","authorId":"3575840235742607","name":"邪恶胜利了","avatar":"https://static.tigerbbs.com/2a0c1b38a5287993092846c8da9b6eaa","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575840235742607","idStr":"3575840235742607"},"themes":[],"htmlText":"这的环境会教巴菲特重新做人的[捂脸] 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中概股全崩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321462491480072","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320687534260336,"gmtCreate":1719328645276,"gmtModify":1719328647259,"author":{"id":"3575840235742607","authorId":"3575840235742607","name":"邪恶胜利了","avatar":"https://static.tigerbbs.com/2a0c1b38a5287993092846c8da9b6eaa","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575840235742607","idStr":"3575840235742607"},"themes":[],"htmlText":"镰刀即便是出海了也依然能到处收割","listText":"镰刀即便是出海了也依然能到处收割","text":"镰刀即便是出海了也依然能到处收割","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320687534260336","repostId":"1131952156","repostType":2,"repost":{"id":"1131952156","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":1719276558,"share":"https://www.laohu8.com/m/news/1131952156?lang=zh_CN&edition=full","pubTime":"2024-06-25 08:49","market":"us","language":"zh","title":"法拉第未來盘后暴跌36%，将逆向拆股比例修订为至多40比1","url":"https://stock-news.laohu8.com/highlight/detail?id=1131952156","media":"老虎资讯综合","summary":"6月25日，法拉第未來盘后暴跌36%，公司将逆向拆股（合股）比例修订为至多40比1，不过表示可能推迟或不实施逆向拆股（合股）。","content":"<html><head></head><body><p>6月25日，法拉第未來盘后暴跌36%，公司将逆向拆股（合股）比例修订为至多40比1，不过表示可能推迟或不实施逆向拆股（合股）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a18f896bc854d80c79bb796a769079ec\" title=\"\" tg-width=\"892\" tg-height=\"521\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241618932edcf729d204a9f79483cdc5\" tg-width=\"1310\" tg-height=\"738\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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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法拉第未來盘后暴跌36%，将逆向拆股比例修订为至多40比1\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\">2024-06-25 08:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月25日，法拉第未來盘后暴跌36%，公司将逆向拆股（合股）比例修订为至多40比1，不过表示可能推迟或不实施逆向拆股（合股）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a18f896bc854d80c79bb796a769079ec\" title=\"\" tg-width=\"892\" tg-height=\"521\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241618932edcf729d204a9f79483cdc5\" tg-width=\"1310\" tg-height=\"738\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131952156","content_text":"6月25日，法拉第未來盘后暴跌36%，公司将逆向拆股（合股）比例修订为至多40比1，不过表示可能推迟或不实施逆向拆股（合股）。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":3456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320665072287952,"gmtCreate":1719323163097,"gmtModify":1719323165148,"author":{"id":"3575840235742607","authorId":"3575840235742607","name":"邪恶胜利了","avatar":"https://static.tigerbbs.com/2a0c1b38a5287993092846c8da9b6eaa","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575840235742607","idStr":"3575840235742607"},"themes":[],"htmlText":"国内骂了FSD这么久现在开始对标学习了[开心] ","listText":"国内骂了FSD这么久现在开始对标学习了[开心] ","text":"国内骂了FSD这么久现在开始对标学习了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320665072287952","repostId":"1175420970","repostType":4,"repost":{"id":"1175420970","kind":"news","pubTimestamp":1719312330,"share":"https://www.laohu8.com/m/news/1175420970?lang=zh_CN&edition=full","pubTime":"2024-06-25 18:45","market":"us","language":"zh","title":"何小鹏：特斯拉FSD很稳，未来无人驾驶会打败99.999%的司机","url":"https://stock-news.laohu8.com/highlight/detail?id=1175420970","media":"新浪科技","summary":"何小鹏发布在美国体验特斯拉FSD的视频。","content":"<html><head></head><body><p>6月25日晚间消息，小鹏汽车董事长何小鹏今日发布在美国体验特斯拉FSD的视频。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d35bddac4bce19a266a7b1e325525192\" title=\"\" tg-width=\"990\" tg-height=\"556\"/></p><p style=\"text-align: start;\">在视频中，何小鹏驾车体验特斯拉FSD起步阶段启动情况、小路环岛、复杂路口博弈、停泊等工况，以及分岔路口、红绿灯接管等路况。他评价称：<strong>特斯拉FSD很稳，除了有些地方比较犹豫，绝大部分处理感觉很安心，像正常司机的驾驶。</strong></p><p style=\"text-align: start;\">对于在中美两国开车有何不一样，何小鹏表示：高速路段美国更复杂，因为美国的高速开的快；但是在城区道路，中国比美国复杂10倍。</p><p style=\"text-align: start;\">对比特斯拉FSD和小鹏XNGP，他认为：特斯拉是美国的标杆，但FSD没有在中国落地。期待特斯拉入华。小鹏XNGP的人车交互方面比特斯拉更好、更自然。特斯拉在底层技术上花了更多的力气，体验上比较美国范儿；小鹏的语音在中国的车企里面是做的最好的之一。</p><p style=\"text-align: start;\">他还指出，将来自动驾驶要去识别更多的动物或不规则物体，物体的组合理论上是无限的。在过去用rule-base的方式很难去解决，但是在AI上，只要数据量大就能够实现。<strong>实际上未来的自动驾驶必须学习司机的习惯，最终无人驾驶会打败99.999%的司机。</strong></p><p><strong>FSD抓紧在华落地？</strong></p><p>去年11月，特斯拉中国车主手册更新了FSD（Beta）的功能介绍，被外界视为FSD入华预热信号。彼时，特斯拉官方给出的回应是，“正在推进FSD在中国市场落地”。</p><p>2024年年初，马斯克在社交平台上公开表示，特斯拉方面将积极推进FSD在华落地。今年4月底，马斯克访华则进一步激发外界猜测。同时，特斯拉通过数据安全检测的通报发布，国产Model 3/Y均符合汽车数据安全合规要求。</p><p>近日，据财新报道，一名接近上海市政策制定部门的人士称，<strong>上海自动驾驶示范区已向特斯拉发放了道路测试牌照，FSD可能正在测试。对此，特斯拉中国方面未予置评。</strong></p></body></html>","source":"sina_tech","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>何小鹏：特斯拉FSD很稳，未来无人驾驶会打败99.999%的司机</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{ 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}\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何小鹏：特斯拉FSD很稳，未来无人驾驶会打败99.999%的司机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 18:45 北京时间 <a href=https://finance.sina.com.cn/tech/2024-06-25/doc-inazxxuh1477809.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月25日晚间消息，小鹏汽车董事长何小鹏今日发布在美国体验特斯拉FSD的视频。在视频中，何小鹏驾车体验特斯拉FSD起步阶段启动情况、小路环岛、复杂路口博弈、停泊等工况，以及分岔路口、红绿灯接管等路况。他评价称：特斯拉FSD很稳，除了有些地方比较犹豫，绝大部分处理感觉很安心，像正常司机的驾驶。对于在中美两国开车有何不一样，何小鹏表示：高速路段美国更复杂，因为美国的高速开的快；但是在城区道路，中国比...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-06-25/doc-inazxxuh1477809.shtml\">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/df3f5535505ca5af74ae1c698f7037da","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2024-06-25/doc-inazxxuh1477809.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175420970","content_text":"6月25日晚间消息，小鹏汽车董事长何小鹏今日发布在美国体验特斯拉FSD的视频。在视频中，何小鹏驾车体验特斯拉FSD起步阶段启动情况、小路环岛、复杂路口博弈、停泊等工况，以及分岔路口、红绿灯接管等路况。他评价称：特斯拉FSD很稳，除了有些地方比较犹豫，绝大部分处理感觉很安心，像正常司机的驾驶。对于在中美两国开车有何不一样，何小鹏表示：高速路段美国更复杂，因为美国的高速开的快；但是在城区道路，中国比美国复杂10倍。对比特斯拉FSD和小鹏XNGP，他认为：特斯拉是美国的标杆，但FSD没有在中国落地。期待特斯拉入华。小鹏XNGP的人车交互方面比特斯拉更好、更自然。特斯拉在底层技术上花了更多的力气，体验上比较美国范儿；小鹏的语音在中国的车企里面是做的最好的之一。他还指出，将来自动驾驶要去识别更多的动物或不规则物体，物体的组合理论上是无限的。在过去用rule-base的方式很难去解决，但是在AI上，只要数据量大就能够实现。实际上未来的自动驾驶必须学习司机的习惯，最终无人驾驶会打败99.999%的司机。FSD抓紧在华落地？去年11月，特斯拉中国车主手册更新了FSD（Beta）的功能介绍，被外界视为FSD入华预热信号。彼时，特斯拉官方给出的回应是，“正在推进FSD在中国市场落地”。2024年年初，马斯克在社交平台上公开表示，特斯拉方面将积极推进FSD在华落地。今年4月底，马斯克访华则进一步激发外界猜测。同时，特斯拉通过数据安全检测的通报发布，国产Model 3/Y均符合汽车数据安全合规要求。近日，据财新报道，一名接近上海市政策制定部门的人士称，上海自动驾驶示范区已向特斯拉发放了道路测试牌照，FSD可能正在测试。对此，特斯拉中国方面未予置评。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":4455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}