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嘻嘻瓜
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嘻嘻瓜
嘻嘻瓜
·
12-05 18:06
这篇文章不错,转发给大家看看
异动解读 | 库珀医疗启动战略审查,盘后大涨11.64%
库珀医疗(COO)今日盘后股价大涨11.64%,引起了市场的广泛关注。消息面上,库珀医疗宣布启动一项正式的战略审查,旨在寻找提高长期股东价值的机会。这一举措被市场视为积极的信号,表明公司正在积极寻求提升股东回报的途径,从而推动了股价的显著上涨。
异动解读 | 库珀医疗启动战略审查,盘后大涨11.64%
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嘻嘻瓜
嘻嘻瓜
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12-05 18:05
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Rubrik第三季度营收同比增长48%,上调2026财年全年业绩预期
12月5日,Rubrik股价在周四盘后交易中飙升近15%,此前该公司公布了 2026 财年第三季度财务业绩。展望未来,Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间,高于此前 3.25 亿美元的预期。Rubrik上调了其2026财年全年业绩预期。Rubrik首席财务官Kiran Choudary表示:“第三季度业绩表现强劲,所有关键绩效指标均超出预期,订阅ARR同比增长34%,自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期,并期待本财年取得圆满收官。”
Rubrik第三季度营收同比增长48%,上调2026财年全年业绩预期
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嘻嘻瓜
嘻嘻瓜
·
12-05 18:04
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异动解读 | Oklo宣布15亿美元售股计划,夜盘大跌5.88%
Oklo Inc.(OKLO)今日夜盘股价大跌5.88%,引发了市场的广泛关注。消息面上,Oklo宣布了一项高达15亿美元的“场内”股票发行计划,该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益,因此市场反应较为消极。此前,Oklo股价在周四收盘时上涨15.6%,但售股计划公布后,投资者担忧股权稀释,导致股价在夜盘交易中大幅下跌。
异动解读 | Oklo宣布15亿美元售股计划,夜盘大跌5.88%
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嘻嘻瓜
嘻嘻瓜
·
12-05 18:04
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异动解读 | SoFi Technologies宣布发行15亿美元股票,盘后大跌5.85%
SoFi Technologies Inc.(SOFI)今日盘后股价大跌5.85%,引发市场关注。消息面上,SoFi Technologies宣布计划发行15亿美元股票,所得资金将用于一般企业用途,包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释,从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。
异动解读 | SoFi Technologies宣布发行15亿美元股票,盘后大跌5.85%
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嘻嘻瓜
嘻嘻瓜
·
12-04 19:16
这篇文章不错,转发给大家看看
Palantir、英伟达与中点能源合作开发新AI软件以加快数据中心建设
12月4日,$Palantir(PLTR)$ Technologies发布面向美国人工智能基础设施的操作系统Chain Reaction。创始合作伙伴包括CenterPoint Energy和$英伟达(NVDA)$。声明称,Chain Reaction旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作,加速AI基础设施建设。
Palantir、英伟达与中点能源合作开发新AI软件以加快数据中心建设
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嘻嘻瓜
嘻嘻瓜
·
12-03
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盘前异动 | 美股机器人概念股拉升,Richtech Robotics涨超11%,特朗普政府或将发布机器人行政令
美股机器人概念股拉升,$Richtech Robotics(RR)$涨超11%,iRobot涨近10%,$Serve Robotics(SBOT)$涨超8%。据Politico报道,特朗普政府考虑明年对机器人实施行政令。
盘前异动 | 美股机器人概念股拉升,Richtech Robotics涨超11%,特朗普政府或将发布机器人行政令
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嘻嘻瓜
嘻嘻瓜
·
12-03
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亚马逊杀疯了!连甩十大重磅发布,揭Agent大招、自研芯进展
亚马逊云科技还围绕Trainium打造了一个超大规模系统,名为Project Rainier,用于Anthropic下一代Claude模型的训练。亚马逊云科技于去年发布了Trainium3芯片,今天,加曼宣布Amazon EC2 Trn3 UltraServers服务器已经广泛可用。Trainium4预计能提供6倍的FP4性能,4倍的内存带宽,2倍的内存容量,并支持通过NVLink Fusion和UALink进行扩展。
亚马逊杀疯了!连甩十大重磅发布,揭Agent大招、自研芯进展
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嘻嘻瓜
嘻嘻瓜
·
12-03
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非常抱歉,此主贴已删除
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嘻嘻瓜
嘻嘻瓜
·
12-03
这篇文章不错,转发给大家看看
这只年度最热AI概念股如何继续上涨?
对一些 AI 公司而言,一个常见的问题是其收入高度集中在少数客户身上。O’Loughlin 推测 Credo 最大客户可能是亚马逊,该客户在最新季度贡献了 42% 的销售额。所谓逼空,是指做空者因账面亏损不断扩大而被迫买入股票,从而进一步推高股价。
这只年度最热AI概念股如何继续上涨?
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嘻嘻瓜
嘻嘻瓜
·
12-03
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异动解读 | Rosenblatt上调目标价至275美元,Snowflake盘中大涨5.15%
Snowflake(SNOW)今日盘中大涨5.15%,表现强劲。消息面上,Rosenblatt将Snowflake的目标价从250美元上调至275美元,并维持“买入”评级。这一积极的评级调整增强了市场对Snowflake未来表现的信心,推动了股价的上涨。
异动解读 | Rosenblatt上调目标价至275美元,Snowflake盘中大涨5.15%
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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异动解读 | 库珀医疗启动战略审查,盘后大涨11.64%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-05 05:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>库珀医疗(COO)今日盘后股价大涨11.64%,引起了市场的广泛关注。</p><p>消息面上,库珀医疗宣布启动一项正式的战略审查,旨在寻找提高长期股东价值的机会。这一举措被市场视为积极的信号,表明公司正在积极寻求提升股东回报的途径,从而推动了股价的显著上涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COO":"库珀医疗"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120848442","content_text":"库珀医疗(COO)今日盘后股价大涨11.64%,引起了市场的广泛关注。消息面上,库珀医疗宣布启动一项正式的战略审查,旨在寻找提高长期股东价值的机会。这一举措被市场视为积极的信号,表明公司正在积极寻求提升股东回报的途径,从而推动了股价的显著上涨。","news_type":1,"symbols_score_info":{"COO":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507488049488832,"gmtCreate":1764929124853,"gmtModify":1764929126909,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507488049488832","repostId":"1156463163","repostType":4,"repost":{"id":"1156463163","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":1764884425,"share":"https://www.laohu8.com/m/news/1156463163?lang=&edition=full","pubTime":"2025-12-05 05:40","market":"us","language":"zh","title":"Rubrik第三季度营收同比增长48%,上调2026财年全年业绩预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1156463163","media":"老虎资讯综合","summary":"12月5日,Rubrik股价在周四盘后交易中飙升近15%,此前该公司公布了 2026 财年第三季度财务业绩。展望未来,Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间,高于此前 3.25 亿美元的预期。Rubrik上调了其2026财年全年业绩预期。Rubrik首席财务官Kiran Choudary表示:“第三季度业绩表现强劲,所有关键绩效指标均超出预期,订阅ARR同比增长34%,自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期,并期待本财年取得圆满收官。”","content":"<html><head></head><body><p>12月5日,Rubrik股价在周四盘后交易中飙升近15%,此前该公司公布了 2026 财年第三季度财务业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa00c9a79d4bb521cc38e5cfa1b353d5\" tg-width=\"867\" tg-height=\"726\"/></p><p style=\"text-align: left;\">截至10月31日的季度,这家数据安全公司公布的调整后每股收益为0.10美元,而市场普遍预期为亏损0.17美元。按美国通用会计准则(GAAP)计算的每股收益为亏损0.32美元,而市场预期为亏损0.53美元。</p><p style=\"text-align: left;\">第三季度总营收达3.5亿美元,高于此前预期的3.205亿美元。其中,订阅收入贡献最大,同比增长52%至3.364亿美元。维护收入为150万美元。自由现金流为7690万美元,远高于去年同期的1560万美元。公司GAAP毛利率也从去年同期的76%提升至80.5%。</p><p style=\"text-align: left;\">展望未来,Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间,高于此前 3.25 亿美元的预期。</p><p style=\"text-align: left;\">Rubrik上调了其2026财年全年业绩预期。该公司目前预计营收为12.8亿美元,高于此前预期的12.3亿美元。同时,该公司还将自由现金流预期上调至1.94亿美元至2.02亿美元,高于此前预期的1.45亿美元至1.55亿美元。</p><p style=\"text-align: left;\">Rubrik首席财务官Kiran Choudary表示:“第三季度业绩表现强劲,所有关键绩效指标均超出预期,订阅ARR同比增长34%,自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期,并期待本财年取得圆满收官。”</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>Rubrik第三季度营收同比增长48%,上调2026财年全年业绩预期</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\">\nRubrik第三季度营收同比增长48%,上调2026财年全年业绩预期\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\">2025-12-05 05:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月5日,Rubrik股价在周四盘后交易中飙升近15%,此前该公司公布了 2026 财年第三季度财务业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa00c9a79d4bb521cc38e5cfa1b353d5\" tg-width=\"867\" tg-height=\"726\"/></p><p style=\"text-align: left;\">截至10月31日的季度,这家数据安全公司公布的调整后每股收益为0.10美元,而市场普遍预期为亏损0.17美元。按美国通用会计准则(GAAP)计算的每股收益为亏损0.32美元,而市场预期为亏损0.53美元。</p><p style=\"text-align: left;\">第三季度总营收达3.5亿美元,高于此前预期的3.205亿美元。其中,订阅收入贡献最大,同比增长52%至3.364亿美元。维护收入为150万美元。自由现金流为7690万美元,远高于去年同期的1560万美元。公司GAAP毛利率也从去年同期的76%提升至80.5%。</p><p style=\"text-align: left;\">展望未来,Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间,高于此前 3.25 亿美元的预期。</p><p style=\"text-align: left;\">Rubrik上调了其2026财年全年业绩预期。该公司目前预计营收为12.8亿美元,高于此前预期的12.3亿美元。同时,该公司还将自由现金流预期上调至1.94亿美元至2.02亿美元,高于此前预期的1.45亿美元至1.55亿美元。</p><p style=\"text-align: left;\">Rubrik首席财务官Kiran Choudary表示:“第三季度业绩表现强劲,所有关键绩效指标均超出预期,订阅ARR同比增长34%,自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期,并期待本财年取得圆满收官。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"RBRK":"Rubrik Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156463163","content_text":"12月5日,Rubrik股价在周四盘后交易中飙升近15%,此前该公司公布了 2026 财年第三季度财务业绩。截至10月31日的季度,这家数据安全公司公布的调整后每股收益为0.10美元,而市场普遍预期为亏损0.17美元。按美国通用会计准则(GAAP)计算的每股收益为亏损0.32美元,而市场预期为亏损0.53美元。第三季度总营收达3.5亿美元,高于此前预期的3.205亿美元。其中,订阅收入贡献最大,同比增长52%至3.364亿美元。维护收入为150万美元。自由现金流为7690万美元,远高于去年同期的1560万美元。公司GAAP毛利率也从去年同期的76%提升至80.5%。展望未来,Rubrik 预计第四季度营收将在 3.41 亿美元至 3.43 亿美元之间,高于此前 3.25 亿美元的预期。Rubrik上调了其2026财年全年业绩预期。该公司目前预计营收为12.8亿美元,高于此前预期的12.3亿美元。同时,该公司还将自由现金流预期上调至1.94亿美元至2.02亿美元,高于此前预期的1.45亿美元至1.55亿美元。Rubrik首席财务官Kiran Choudary表示:“第三季度业绩表现强劲,所有关键绩效指标均超出预期,订阅ARR同比增长34%,自由现金流超过7600万美元。我们很高兴上调2026财年业绩预期,并期待本财年取得圆满收官。”","news_type":1,"symbols_score_info":{"RBRK":1.5}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507488165516032,"gmtCreate":1764929087163,"gmtModify":1764929089124,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507488165516032","repostId":"1144270399","repostType":4,"repost":{"id":"1144270399","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":1764896669,"share":"https://www.laohu8.com/m/news/1144270399?lang=&edition=full","pubTime":"2025-12-05 09:04","market":"hk","language":"zh","title":"异动解读 | Oklo宣布15亿美元售股计划,夜盘大跌5.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144270399","media":"异动解读","summary":"Oklo Inc.(OKLO)今日夜盘股价大跌5.88%,引发了市场的广泛关注。消息面上,Oklo宣布了一项高达15亿美元的“场内”股票发行计划,该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益,因此市场反应较为消极。此前,Oklo股价在周四收盘时上涨15.6%,但售股计划公布后,投资者担忧股权稀释,导致股价在夜盘交易中大幅下跌。","content":"<p>Oklo Inc.(OKLO)今日夜盘股价大跌5.88%,引发了市场的广泛关注。</p><p>消息面上,Oklo宣布了一项高达15亿美元的“场内”股票发行计划,该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益,因此市场反应较为消极。</p><p>此前,Oklo股价在周四收盘时上涨15.6%,但售股计划公布后,投资者担忧股权稀释,导致股价在夜盘交易中大幅下跌。</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\" 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>异动解读 | Oklo宣布15亿美元售股计划,夜盘大跌5.88%</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; 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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异动解读 | Oklo宣布15亿美元售股计划,夜盘大跌5.88%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-12-05 09:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oklo Inc.(OKLO)今日夜盘股价大跌5.88%,引发了市场的广泛关注。</p><p>消息面上,Oklo宣布了一项高达15亿美元的“场内”股票发行计划,该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益,因此市场反应较为消极。</p><p>此前,Oklo股价在周四收盘时上涨15.6%,但售股计划公布后,投资者担忧股权稀释,导致股价在夜盘交易中大幅下跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144270399","content_text":"Oklo Inc.(OKLO)今日夜盘股价大跌5.88%,引发了市场的广泛关注。消息面上,Oklo宣布了一项高达15亿美元的“场内”股票发行计划,该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此类售股计划通常会稀释现有股东的权益,因此市场反应较为消极。此前,Oklo股价在周四收盘时上涨15.6%,但售股计划公布后,投资者担忧股权稀释,导致股价在夜盘交易中大幅下跌。","news_type":1,"symbols_score_info":{"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507710223491336,"gmtCreate":1764929079664,"gmtModify":1764929082244,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507710223491336","repostId":"1175510965","repostType":4,"repost":{"id":"1175510965","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":1764885023,"share":"https://www.laohu8.com/m/news/1175510965?lang=&edition=full","pubTime":"2025-12-05 05:50","market":"nz","language":"zh","title":"异动解读 | SoFi Technologies宣布发行15亿美元股票,盘后大跌5.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175510965","media":"异动解读","summary":"SoFi Technologies Inc.(SOFI)今日盘后股价大跌5.85%,引发市场关注。消息面上,SoFi Technologies宣布计划发行15亿美元股票,所得资金将用于一般企业用途,包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释,从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。","content":"<p>SoFi Technologies Inc.(SOFI)今日盘后股价大跌5.85%,引发市场关注。</p><p>消息面上,SoFi Technologies宣布计划发行15亿美元股票,所得资金将用于一般企业用途,包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释,从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。</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\" 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>异动解读 | SoFi Technologies宣布发行15亿美元股票,盘后大跌5.85%</title>\n<style 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Inc.(SOFI)今日盘后股价大跌5.85%,引发市场关注。</p><p>消息面上,SoFi Technologies宣布计划发行15亿美元股票,所得资金将用于一般企业用途,包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释,从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175510965","content_text":"SoFi Technologies Inc.(SOFI)今日盘后股价大跌5.85%,引发市场关注。消息面上,SoFi Technologies宣布计划发行15亿美元股票,所得资金将用于一般企业用途,包括增强资本状况和为业务增长提供资金。这一消息导致市场担忧股权稀释,从而引发股价下跌。高盛集团将担任此次股票发行的唯一承销商。","news_type":1,"symbols_score_info":{"SOFI":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507344503480728,"gmtCreate":1764847018175,"gmtModify":1764847021032,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507344503480728","repostId":"1134478992","repostType":2,"repost":{"id":"1134478992","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":1764842008,"share":"https://www.laohu8.com/m/news/1134478992?lang=&edition=full","pubTime":"2025-12-04 17:53","market":"us","language":"zh","title":"Palantir、英伟达与中点能源合作开发新AI软件以加快数据中心建设","url":"https://stock-news.laohu8.com/highlight/detail?id=1134478992","media":"老虎资讯综合","summary":"12月4日,$Palantir(PLTR)$ Technologies发布面向美国人工智能基础设施的操作系统Chain Reaction。创始合作伙伴包括CenterPoint Energy和$英伟达(NVDA)$。声明称,Chain Reaction旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作,加速AI基础设施建设。","content":"<html><head></head><body><p style=\"text-align: justify;\">12月4日,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>以及美国公用事业公司<a href=\"https://laohu8.com/S/CNP\">中点能源</a>于周四表示,他们正在开发一个新的软件平台,以加快新的人工智能数据中心的建设。这个新的软件系统将被称为“链式反应”(Chain Reaction),旨在帮助那些正在建设人工智能数据中心的公司解决审批、供应链和建设方面的难题。参与该项目的高管表示,该软件将利用人工智能工具为其客户提供帮助。</p><p style=\"text-align: justify;\">“链式反应”系统将建立在Palantir与英伟达此前合作成果的基础之上(该合作成果于上个月公布),届时将利用人工智能来为像<a href=\"https://laohu8.com/S/LOW\">劳氏</a>公司(LOW.US)这样的零售商以及其他企业解决物流方面的难题。该计划旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作,解决能源基础设施建设的挑战,推动 AI 算力中心所需的基础设施快速落地。</p><p style=\"text-align: justify;\">但这一努力的规模更为宏大,因为参与其中的高管们表示,它旨在考虑到不同类型公司的供应链和建设工作。例如,英伟达与<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)等芯片制造合作伙伴开展合作。中点能源则致力于获取许可并进行电网升级的建设工作。所有这些努力必须按时协同进行,数据中心项目才能得以推进。</p><p style=\"text-align: justify;\">英伟达企业人工智能产品副总裁Justin Boitano在接受采访时表示:“这是一个非常复杂的供应链系统。在构建这种大规模机架式基础设施的过程中,全球每一个生态系统合作伙伴都会受到影响。”</p><p style=\"text-align: justify;\">搭配人工智能技术主要是因为它擅长处理那些并非总是存于有序的企业软件系统中的数据。这些高管表示,例如,一家公司采购部门与供应商之间的电子邮件往来可能表明可能存在延迟,而人工智能能够检测到这种延迟并帮助制定应对方案。</p><p style=\"text-align: justify;\">Palantir能源基础设施部门负责人Tristan Gruska在接受采访时表示:“无论是能源公司、数据中心开发商、数据中心运营商、电网运营商还是发电公司,大家的延迟情况都会相互叠加,而且处处都存在相互依赖关系。”</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>Palantir、英伟达与中点能源合作开发新AI软件以加快数据中心建设</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\">\nPalantir、英伟达与中点能源合作开发新AI软件以加快数据中心建设\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\">2025-12-04 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">12月4日,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>以及美国公用事业公司<a href=\"https://laohu8.com/S/CNP\">中点能源</a>于周四表示,他们正在开发一个新的软件平台,以加快新的人工智能数据中心的建设。这个新的软件系统将被称为“链式反应”(Chain Reaction),旨在帮助那些正在建设人工智能数据中心的公司解决审批、供应链和建设方面的难题。参与该项目的高管表示,该软件将利用人工智能工具为其客户提供帮助。</p><p style=\"text-align: justify;\">“链式反应”系统将建立在Palantir与英伟达此前合作成果的基础之上(该合作成果于上个月公布),届时将利用人工智能来为像<a href=\"https://laohu8.com/S/LOW\">劳氏</a>公司(LOW.US)这样的零售商以及其他企业解决物流方面的难题。该计划旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作,解决能源基础设施建设的挑战,推动 AI 算力中心所需的基础设施快速落地。</p><p style=\"text-align: justify;\">但这一努力的规模更为宏大,因为参与其中的高管们表示,它旨在考虑到不同类型公司的供应链和建设工作。例如,英伟达与<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)等芯片制造合作伙伴开展合作。中点能源则致力于获取许可并进行电网升级的建设工作。所有这些努力必须按时协同进行,数据中心项目才能得以推进。</p><p style=\"text-align: justify;\">英伟达企业人工智能产品副总裁Justin Boitano在接受采访时表示:“这是一个非常复杂的供应链系统。在构建这种大规模机架式基础设施的过程中,全球每一个生态系统合作伙伴都会受到影响。”</p><p style=\"text-align: justify;\">搭配人工智能技术主要是因为它擅长处理那些并非总是存于有序的企业软件系统中的数据。这些高管表示,例如,一家公司采购部门与供应商之间的电子邮件往来可能表明可能存在延迟,而人工智能能够检测到这种延迟并帮助制定应对方案。</p><p style=\"text-align: justify;\">Palantir能源基础设施部门负责人Tristan Gruska在接受采访时表示:“无论是能源公司、数据中心开发商、数据中心运营商、电网运营商还是发电公司,大家的延迟情况都会相互叠加,而且处处都存在相互依赖关系。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f4aec4abbb4d50447d599b07742c7e6","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2380233275.USD":"SCHRODER ISF GLOBAL SUSTAINABLE FOOD AND WATER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) 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Reaction),旨在帮助那些正在建设人工智能数据中心的公司解决审批、供应链和建设方面的难题。参与该项目的高管表示,该软件将利用人工智能工具为其客户提供帮助。“链式反应”系统将建立在Palantir与英伟达此前合作成果的基础之上(该合作成果于上个月公布),届时将利用人工智能来为像劳氏公司(LOW.US)这样的零售商以及其他企业解决物流方面的难题。该计划旨在通过与能源生产商、电力分销商、数据中心和基础设施建设者合作,解决能源基础设施建设的挑战,推动 AI 算力中心所需的基础设施快速落地。但这一努力的规模更为宏大,因为参与其中的高管们表示,它旨在考虑到不同类型公司的供应链和建设工作。例如,英伟达与台积电(TSM.US)等芯片制造合作伙伴开展合作。中点能源则致力于获取许可并进行电网升级的建设工作。所有这些努力必须按时协同进行,数据中心项目才能得以推进。英伟达企业人工智能产品副总裁Justin Boitano在接受采访时表示:“这是一个非常复杂的供应链系统。在构建这种大规模机架式基础设施的过程中,全球每一个生态系统合作伙伴都会受到影响。”搭配人工智能技术主要是因为它擅长处理那些并非总是存于有序的企业软件系统中的数据。这些高管表示,例如,一家公司采购部门与供应商之间的电子邮件往来可能表明可能存在延迟,而人工智能能够检测到这种延迟并帮助制定应对方案。Palantir能源基础设施部门负责人Tristan Gruska在接受采访时表示:“无论是能源公司、数据中心开发商、数据中心运营商、电网运营商还是发电公司,大家的延迟情况都会相互叠加,而且处处都存在相互依赖关系。”","news_type":1,"symbols_score_info":{"PLTR":1.5,"2NVD.UK":0.6,"CNP":1.5,"NVDX":0.6,"NVIW.SI":0.6,"NVDA":1.5,"NVDD":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDL":0.6,"NVDS":0.6,"NVD":0.6,"3NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506844691678216,"gmtCreate":1764772060652,"gmtModify":1764772063150,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506844691678216","repostId":"1117245429","repostType":2,"repost":{"id":"1117245429","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":1764768015,"share":"https://www.laohu8.com/m/news/1117245429?lang=&edition=full","pubTime":"2025-12-03 21:20","market":"us","language":"zh","title":"盘前异动 | 美股机器人概念股拉升,Richtech Robotics涨超11%,特朗普政府或将发布机器人行政令","url":"https://stock-news.laohu8.com/highlight/detail?id=1117245429","media":"老虎资讯综合","summary":"美股机器人概念股拉升,$Richtech Robotics(RR)$涨超11%,iRobot涨近10%,$Serve Robotics(SBOT)$涨超8%。据Politico报道,特朗普政府考虑明年对机器人实施行政令。","content":"<html><head></head><body><p>美股机器人概念股拉升,<a href=\"https://laohu8.com/S/RR\">Richtech Robotics</a>涨超11%,<a href=\"https://laohu8.com/S/IRBT\">iRobot</a>涨近10%,<a href=\"https://laohu8.com/S/SERV\">Serve Robotics</a>涨超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fa0606607d56576a9ea925192154769\" title=\"\" tg-width=\"905\" tg-height=\"407\"/></p><p>据Politico,在发布加速人工智能发展计划五个月后,特朗普政府开始将目光转向机器人。</p><p>据三位知情人士透露,商务部长卢特尼克一直在与机器人行业的首席执行官们会面,并“全力以赴”地加速该行业的发展。其中两位人士还表示,特朗普政府正在考虑明年发布一项关于机器人技术的行政令。</p><p>一位知情人士透露,交通部也正准备宣布成立一个机器人工作组,可能在年底前公布。</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>盘前异动 | 美股机器人概念股拉升,Richtech Robotics涨超11%,特朗普政府或将发布机器人行政令</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盘前异动 | 美股机器人概念股拉升,Richtech Robotics涨超11%,特朗普政府或将发布机器人行政令\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\">2025-12-03 21:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股机器人概念股拉升,<a href=\"https://laohu8.com/S/RR\">Richtech Robotics</a>涨超11%,<a href=\"https://laohu8.com/S/IRBT\">iRobot</a>涨近10%,<a href=\"https://laohu8.com/S/SERV\">Serve Robotics</a>涨超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fa0606607d56576a9ea925192154769\" title=\"\" tg-width=\"905\" tg-height=\"407\"/></p><p>据Politico,在发布加速人工智能发展计划五个月后,特朗普政府开始将目光转向机器人。</p><p>据三位知情人士透露,商务部长卢特尼克一直在与机器人行业的首席执行官们会面,并“全力以赴”地加速该行业的发展。其中两位人士还表示,特朗普政府正在考虑明年发布一项关于机器人技术的行政令。</p><p>一位知情人士透露,交通部也正准备宣布成立一个机器人工作组,可能在年底前公布。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/10689ff99cc557c0161eefe8ef95ef74","relate_stocks":{"IRBT":"iRobot Corp.","RR":"Richtech Robotics","BK4161":"工业机械","BK4209":"餐馆","SERV":"Serve Robotics Inc.","BK4604":"机器人概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117245429","content_text":"美股机器人概念股拉升,Richtech Robotics涨超11%,iRobot涨近10%,Serve Robotics涨超8%。据Politico,在发布加速人工智能发展计划五个月后,特朗普政府开始将目光转向机器人。据三位知情人士透露,商务部长卢特尼克一直在与机器人行业的首席执行官们会面,并“全力以赴”地加速该行业的发展。其中两位人士还表示,特朗普政府正在考虑明年发布一项关于机器人技术的行政令。一位知情人士透露,交通部也正准备宣布成立一个机器人工作组,可能在年底前公布。","news_type":1,"symbols_score_info":{"SERV":1,"IRBT":0.38,"RR":1}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506683788701704,"gmtCreate":1764732678853,"gmtModify":1764732680793,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506683788701704","repostId":"2588064358","repostType":2,"repost":{"id":"2588064358","kind":"news","pubTimestamp":1764714603,"share":"https://www.laohu8.com/m/news/2588064358?lang=&edition=full","pubTime":"2025-12-03 06:30","market":"us","language":"zh","title":"亚马逊杀疯了!连甩十大重磅发布,揭Agent大招、自研芯进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2588064358","media":"智东西","summary":"亚马逊云科技还围绕Trainium打造了一个超大规模系统,名为Project Rainier,用于Anthropic下一代Claude模型的训练。亚马逊云科技于去年发布了Trainium3芯片,今天,加曼宣布Amazon EC2 Trn3 UltraServers服务器已经广泛可用。Trainium4预计能提供6倍的FP4性能,4倍的内存带宽,2倍的内存容量,并支持通过NVLink Fusion和UALink进行扩展。","content":"<html><body><article><p><strong>智东西(公众号:zhidxcom)</strong></p><p>作者 | 骏达 程茜</p><p>编辑 | 心缘</p><p>全球最大云计算巨头的AI武器库,又迎来重磅更新!</p><p>智东西拉斯维加斯12月2日报道,今日,在年度云计算产业盛会AWS re:Invent上,亚马逊云科技(AWS)连甩一系列重磅AI新品,包括最新AI芯片<strong>Trainium4</strong>、基于其首款3nm AI芯片的<strong><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> EC2 Trainium3 UltraServers</strong>、第二代自研大模型<strong>Amazon Nova 2</strong>系列,以及大量<strong>Agent开发利器</strong>。</p><img src=\"https://inews.gtimg.com/om_bt/ONgGpwWSacppRNRnHAFX4R8qETC9EN1IbpVNxDooEf0WoAA/0\"/><p>从AI基础设施、AI推理平台、企业数据管理到智能体开发工具、前沿智能体,通通迎来一大波升级。智东西作为受邀现场参会的媒体,从大会前排带来超全干货报道。</p><p>Amazon Nova 2系列首发4款模型:经济高效推理模型<strong>Lite</strong>,高智能推理模型<strong>Pro</strong>,语音转语音的实时拟人对话式AI模型<strong>Sonic</strong>,以及面向多模态推理和图像生成的统一模型<strong>Omni</strong>。</p><p>其中,Nova 2.0 Pro Preview在指令跟随、智能体工具使用榜单中,性能超过了GPT-5 mini、GPT-5.1、Claude Opus 4.5、Gemini 3 Pro Preview等前沿模型。</p><img src=\"https://inews.gtimg.com/om_bt/O1W4C2awUBjj244ExGPiS-qldAjpR14UuhShtR9ZJOn8oAA/0\"/><p>值得一提的是,Amazon Bedrock新增18款全托管开源模型,其中包括4款国内顶尖模型:<strong><a href=\"https://laohu8.com/S/BABA\">阿里</a>Qwen3-NEXT和Qwen3-VL、月之暗面Kimi K2 Thinking、稀宇科技MiniMax M2</strong>。</p><img src=\"https://inews.gtimg.com/om_bt/OyJbmAvSuAt20gKC_R7_D4EzTco44uK5LzapZF_P9xzpsAA/0\"/><p>其他新增的前沿模型还有<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemma 3、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Nemotron、OpenAI gpt-oss-safeguard、Mistral AI的Mistral Large 3和Ministral 3等。</p><p>总体来看,今日十大重要发布包括:</p><p><strong>1、P6e新实例:</strong>采用英伟达GB300 NVL72系统。</p><p><strong>2、AWS AI Factories服务:</strong>专用客户定制AI基础设施,由AWS快速构建和管理。</p><p><strong>3、AWS Trainium4自研AI芯片:</strong>第四代自研AI芯片,相比上一代带来6倍的计算性能(FP4)、3倍的FP8性能、4倍的内存带宽、2倍的内存容量,并可通过NVLink Fusion和UALink实现纵向扩展。</p><p><strong>4、Amazon EC2 Trainium3 UltraServers:</strong>由AWS首款3nm AI芯片Trainium3提供支持,提供大规模AI训练和推理的高性价比,单集群可连接144张Trainium3芯片,算力达362PFLOPS(FP8),带宽为706TB/s,相较上一代带来4.4倍计算性能、3.9倍高内存带宽、5倍的每百万瓦token数。</p><p><strong>5、Amazon Bedrock平台:</strong>新增18款开源模型,模型数量过去一年翻倍增长,已拥有超过10万客户,其中50多家客户均使用了超过1万亿个token。</p><p><strong>6、Amazon Nova 2系列自研模型:</strong>包括Lite、Pro、Sonic、Omni。</p><p><strong>7、Amazon Nova Forge服务:</strong>支持企业访问Nova模型在不同阶段的训练检查点,并将自有数据与亚马逊的训练数据集混合,构建定制前沿模型。</p><p><strong>8、AgentCore开发工具:</strong>Policy in AgentCore(预览版),使用细粒度权限策略,给agent行动设置明确边界;AgentCore Evaluations(预览版),使用评估器,根据现实世界行为来持续检查agent质量。</p><p><strong>9、4款前沿智能体:</strong>AWS Transform Custom(专为企业开发工作流程设计),Kiro autonomous agent(自主开发复杂编程任务)、AWS Security Agent(预览版,保护全开发生命周期安全)、AWS DevOps Agent(预览版,加快事件响应速度并提高系统可靠性)。</p><p><strong>10、7款新实例、6项Amazon S3存储升级、5项Amazon RDS数据库更新、3项计算与加速优化新功能、4项管理与治理新功能。</strong></p><p>一、新基建:全新AI芯片Trainium4性能飙6倍,帮企业定制专属AI基础设施</p><p>加曼称,亚马逊云科技是第一家在云中提供英伟达GPU的公司,其与英伟达合作已超过15年,也是迄今为止运行GPU集群最多的公司。</p><p><strong>1、基于英伟达GB300 NVL72打造P6e-GB300</strong></p><p>今天,亚马逊云科技新发布<strong>采用英伟达最新的GB300 NVL72系统的P6e-GB300</strong>,相比P6e-GB200,新实例GPU内存容量提升至1.5倍,FP4计算性能(无稀疏)提升至1.5倍。</p><img src=\"https://inews.gtimg.com/om_bt/OsKy6dDbUFar_Nw_hfPVO0qMjPDFKHiJS3ySLEwr5vRxQAA/0\"/><p>英伟达在亚马逊云科技上运行其生成式AI集群。OpenAI也在亚马逊云科技上基于EC2 Ultra Servers集群支撑ChatGPT运行及训练下一个模型,部署了数十万张GB200。加曼透露这些处理器很快将会变为GB300。</p><p>本月初,亚马逊云科技还与沙特阿拉伯AI创企Humain建立了合作伙伴关系,计划在沙特的数据中心设施中提供、部署和管理至多15万个AI加速器。</p><p><strong>2、AWS AI Factories满足企业<span>私有化</span>部署需求</strong></p><p>为满足企业的私有化部署需求,今天亚马逊云科技宣布推出<strong>AWS AI Factories</strong>。基于这一平台,客户能在自己的数据中心部署专用AI基础设施,然后使用亚马逊云科技的基础设施和服务。</p><img src=\"https://inews.gtimg.com/om_bt/OMfHw5o_XVE6Ly1NdR7l-S7pgh2NrTQEClCdM1HIzWUnkAA/0\"/><p><strong>3、Amazon EC2 Trainium3 UltraServers</strong></p><p>目前,Amazon Bedrock上运行的所有推理工具都由Trainium提供支持,亚马逊云科技<strong>已经部署了100万颗Trainium芯片</strong>,Trainium2的量产速度是其曾经芯片量产速度的4倍。</p><p>加曼称,亚马逊云科技的Trainium系列芯片虽然以“训练”命名,但这些芯片其实也适用于推理用途。目前,亚马逊云科技上的许多AI推理服务都是在Trainium芯片上运行的,包括Claude的前沿模型。</p><p>亚马逊云科技还围绕Trainium打造了一个超大规模系统,名为<strong>Project Rainier</strong>,<strong>用于Anthropic下一代Claude模型的训练</strong>。</p><img src=\"https://inews.gtimg.com/om_bt/OGBcRT-H9bIZoW77A1_IMn7jxTTTr6J6vgTtRKAU8UBxkAA/0\"/><p>这一项目的规模十分庞大,加曼称,如果过去大家常说单个数据中心已经成了新的计算机,Project Rainier则更进一步,让由多个数据中心组成的园区,构成了一个计算机。</p><p>Project Rainier将会不断扩大规模,最终支持高达30个单体数据中心,用掉1.1GW的电力,托管超过50万个Trainium2芯片。相关计算设备会使用超过100万个的高速连接器件,通过AWS EFA网络实现安全、可靠的连接。</p><p>亚马逊云科技于去年发布了Trainium3芯片,今天,加曼宣布<strong>Amazon EC2 Trn3 UltraServers服务器已经广泛可用</strong>。与上一代产品相比,该服务器可提供4.4倍的算力和3.9倍的内存带宽。</p><p>值得注意的是,Amazon EC2 Trn3 UltraSevers在能效比上也有提升,每兆瓦所处理的token数量达前代产品的5倍。</p><img src=\"https://inews.gtimg.com/om_bt/OGEJCmjXCzs1p9f0dWyjnmykynSjrP0GHUNMIkLGmhxSwAA/0\"/><p><strong>4、下一代AI芯片Trainium 4</strong></p><p>加曼还透露,亚马逊云科技的<strong>下一代AI芯片Trainium 4已深入设计阶段</strong>。Trainium4预计能提供6倍的FP4性能,4倍的内存带宽,2倍的内存容量,并支持通过NVLink Fusion和UALink进行扩展。</p><img src=\"https://inews.gtimg.com/om_bt/O3VNzZRIMBTwYYGevzBa49ysc5iSYL-cou51-zoff4KAAAA/0\"/><p>二、新模型:<a href=\"https://laohu8.com/S/09988\">阿里</a>、Kimi、MiniMax模型上架,第二代自研模型Nova 2四弹齐发</p><p>亚马逊云科技<strong>Amazon Bedrock推理平台</strong>已经拥有<strong>超过10万客户</strong>,使用其处理超1万亿个token的企业客户已超过50家。</p><img src=\"https://inews.gtimg.com/om_bt/OD_2TBnOBSo46dlD52LxjUABeM-MNitaxx2X-l3dwuj28AA/0\"/><p>亚马逊云科技一直以来的信条就是“选择至关重要(Choice Matters)”,这也适用于模型的选择。加曼称,亚马逊云科技认为AI的未来不会仅由1个模型统治,过去1年,Amazon Bedrock上提供的模型数量已经翻倍,DeepSeek、Qwen等中国模型也在支持范围之内。</p><p>Amazon Bedrock还在今天新增了<strong>18款</strong>全托管开源模型,包括<strong>Qwen3-Next-80B-A3B、Qwen3-VL-235B-A22B、Kimi K2 Thinking、MiniMax M2</strong>等中国模型。此外,<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>Gemma、英伟达Nemotron以及全新的Mistral Large 3和Ministral 3(3B、8B和14B版本)等模型也登陆Amazon Bedrock平台。</p><p>亚马逊云科技还发布第二代自研模型家族Nova 2系列,推出了4款新模型:Lite、Pro、Sonic和Omni。</p><p><strong>Nova 2 Lite</strong>是一款快速且经济高效的推理模型,适用于各种类型的工作负载,拥有不错的指令遵循、工具调用、信息提取、代码生成等能力。Nova 2 Lite在上述四大领域的能力基本全面超越了Claude Haiku 4.5、GPT-5 mini、Gemini 2.5 Flash等轻量级模型,仅在编程能力上略逊于GPT-5 mini。</p><img src=\"https://inews.gtimg.com/om_bt/OSMIazHiMQMaRYV_uaUzhnNIXvKdVsZDL6jkaC85ueCGMAA/0\"/><p><strong>Nova 2 Pro</strong>是Nova系列中最智能的推理模型,支持文字、图像、视频、语音四种模态输入和文本模态输出,适用于高度复杂的工作负载,尤其是Agent场景。在两项Agent基准测试中,其表现已经超过了GPT-5.1(high)、Gemini 3 Pro Preview(high)等前沿模型。</p><p><strong>Nova 2 Sonic</strong>则是亚马逊云科技的下一代语音转语音模型,支持文本和语音两个模态的输入输出,能为AI应用提供实时、类人的对话式AI体验。在语音理解和推理任务上,其性能已经超过了GPT Realtime、Gemini 2.5 Flash等。</p><img src=\"https://inews.gtimg.com/om_bt/OxMazAUzPV6Lq3ZIA77YuMP1BgVuGa1Ze1nQYVWBl1HKIAA/0\"/><p><strong>Nova 2 Omni</strong>是Nova系列的新物种,也是业界首个支持文本、图像、视频和音频输入,并支持文本和图像生成输出的推理模型。不过,亚马逊云科技尚未公布其基准测试成绩。</p><img src=\"https://inews.gtimg.com/om_bt/Ov8FnZ1mci535OpeccAR0NGaQpYd0Cnv9OIaamNRyHWDAAA/0\"/><p>三、新服务:开放Nova模型训练检查点,帮企业训出专属前沿模型</p><p>加曼谈道,AI需要拥有理解公司数据的能力,才能真正为公司和客户带来巨大价值。</p><p>由于数据具有独特性,企业往往不希望自己的专有数据被嵌入到第三方模型中,供他人使用。过去,业内让企业数据和模型结合最常用的技术是RAG或向量数据库,但这无法让模型真正理解数据。想要教会模型理解行业知识,还是需要定制模型。</p><p>然而,如果从零开始定制模型是极为昂贵的,企业没有足够数据、足够算力打造出强大的通用智能。</p><p>如果在开源模型的基础上,通过微调、强化学习等方式打造行业模型,则有可能出现其他领域性能下降的风险。</p><p>亚马逊云科技的解决方案,是<strong>Amazon Nova Forge</strong>。Nova Forge引入了<strong>“开放式训练模型(Open Training Model)”</strong>的概念。</p><img src=\"https://inews.gtimg.com/om_bt/OKru3FE1P2MdZyZiuPw4MYydOzZKoy1BNO9QFiCLMlpHEAA/0\"/><p>通过Nova Forge,企业可以独家访问各种Nova模型的训练检查点,并在模型训练的任意阶段,将自己的专有数据与亚马逊创建的训练数据集混合。这使得企业能够产出一个深度理解企业信息的模型,同时不会遗忘模型已训练的核心信息。</p><img src=\"https://inews.gtimg.com/om_bt/Oiw-Hfi3QUxDz1wns61Lp46pu9tbTXKOMKojSRtMJJz_oAA/0\"/><p>Nova Forge还提供了使用远程奖励函数和强化学习微调的能力,以进一步改进模型,让企业可以将真实环境集成到训练循环中。由于基础模型已经理解业务,这些后训练技术实际上会变得更加有效。</p><p>亚马逊云科技已经和不少企业试点了Nova Forge服务。<a href=\"https://laohu8.com/S/SONY\">索尼</a>便通过Nova Forge,对Nova 2 Lite模型进行了微调,使其适用于索尼自身的业务和运营。模型在引用一致性和文档依据等任务上表现优于基准模型,索尼的目标是借此将索尼合规审查和评估流程的效率提升100倍。</p><img src=\"https://inews.gtimg.com/om_bt/OM3JF33Uw1KHAuD1X6tyG_at6JuIWiI980f8QZkif29lkAA/0\"/><p>四、新工具:给Agent开发设限和打分</p><p>今天,亚马逊云科技宣布Amazon Bedrock AgentCore新增两项新功能,帮助开发者快速构建Agent。自AgentCore SDK预览版发布以来,其在5个月内下载量已超过200万次。</p><p>此前,亚马逊推出了为Agent设计的核心工具集AgentCore,包含部署、代码解释器、托管环境等诸多能力。在此基础上,亚马逊推出Policy in AgentCore预览版和AgentCore Evaluation预览版。</p><img src=\"https://inews.gtimg.com/om_bt/OUk6uO6l4M_IFSb7cj1_JfljtywLxiiD222xiLTWLJXq0AA/0\"/><p><strong>Policy in AgentCore</strong>允许开发者在AgentCore Gateway工具调用运行前拦截,使用带有细粒度权限的策略,为Agent行为定义明确的界限,如使用哪些工具、如何使用工具,开发者也可以通过自然语言创建标准,如“报销金额大于1000美元时,就阻止退款”等。</p><img src=\"https://inews.gtimg.com/om_bt/OeaVt9iuUNYptLBvbkei1pKaC8odnZpZzJBkWvll33HO4AA/0\"/><p><strong>AgentCore Evaluation</strong>是一项全托管服务,帮助开发者持续监控和分析基于真实行为的Agent表现。开发者可以使用内置评估器来衡量常见的质量维度,如正确性、帮助性、工具选择准确性、安全性、目标成功率和上下文相关性,还可以创建基于模型的定制评分系统,根据自己选择的提示和模型进行业务定制评分。</p><img src=\"https://inews.gtimg.com/om_bt/O_eYGW7atAqt32U9-Fk_mpg3ipbRKhzyq1kDCywAjUmMIAA/0\"/><p>所有AgentCore的评估结果都会在亚马逊统一监控平台CloudWatch被呈现。开发者还可以设置评估分数的警报和警报,主动监控Agent质量,并在指标超出可接受阈值时作出响应。</p><p>亚马逊此前构建了<strong>Amazon Quick</strong>和<strong>Amazon Connect</strong>两个Agent方案。</p><p>首先是Amazon Quick,可以帮助员工在几分钟内将观点转换成行动,指导深度研究和获得详尽分析,其会从获取信息整理出详细的研究报告;员工还可以创建小型Agent,帮助自己处理日常重复性工作。几周前,亚马逊在公司内部发布了Amazon Quick,目前其已拥有数十万用户。</p><img src=\"https://inews.gtimg.com/om_bt/OszTjIVy0zCOzvU-nJZZLPk41tjGDM-9ukX4a4r7zrzj8AA/0\"/><p>其次是Amazon Connect,加曼谈到在亚马逊内部税务团队中的一个案例,该团队创建了一个Agent,帮助其汇聚所有税务数据来源、深入研究税法政策变化。该Agent的另一个应用场景是客户服务,可以将AI引入企业的联络中心。Amazon Connect业务的年度经常性收入已经超过10亿美元。</p><p>五、新Agent:加速开发、优化编程、保护安全、增强可靠</p><p>加曼认为,对于试图快速现代化其应用程序的开发团队来说,目前最大的痛点之一就是处理技术债。在美国,技术债务每年给企业造成总计2.4万亿美元的损失,如今70%的IT预算都被用于维护遗留系统。</p><p>此前,亚马逊云科技已经推出了AWS Transform,通过AI实现转换流程的降本增效。在此基础上,AWS今日推出了<strong>AWS Transform Custom</strong>,这一智能体帮助用户创建自定义代码转换智能体,以实现任何代码、API、框架、运行时或编程语言的翻译和现代化。</p><img src=\"https://inews.gtimg.com/om_bt/OeBcBlOeTEd5II35YzucwVYcY2z0L_rXHZkiLvE81gNDMAA/0\"/><p>例如,全球知名ERP软件公司QAD便是用AWS Transform,将原本需要至少需要两周才能完成转换的项目,压缩至3天。</p><p>今年早些时候,亚马逊云科技发布了面向专业开发者的AI IDE “Kiro”。加曼称,已经有数十万开发者在使用Kiro,有开发者感叹,用了Kiro之后,自己在过去5个月内交付的代码,比过去10年还要多。上周,亚马逊已经把Kiro定为该公司的官方AI开发环境。</p><p>为了进一步加强开发流程的自动化程度,亚马逊云科技发布了全新的三个前沿智能体,让Kiro在自主性、大规模可扩展和长期运行等领域的表现进一步增强。</p><p><strong>Kiro Autonomous Agent</strong>是一个与开发工作流并行运行的自主开发智能体。它就像团队的一名额外成员,能独立处理复杂任务,让工程师专注于核心创意。开发者只需指派一个复杂的、目标导向的任务,它能自行规划、分解并执行所有必要步骤,直到交付可用代码。</p><img src=\"https://inews.gtimg.com/om_bt/OLpD-xTHNMuNj_wOADg6m4EtJCoislwtjrD_y2uHtDSXcAA/0\"/><p>这一Agent还会越用越聪明,能长期、深度地理解代码库、团队规范和过往决策,从每一次互动中学习,形成“集体记忆”,并应用所学知识到后续任务中。</p><p><strong>AWS Security Agent</strong>则是一个持续、主动、内置的AI安全专家。它能在设计阶段主动审查文档,确保安全性;在编程过程中扫描代码漏洞,并直接集成到GitHub PR中,为开发者提供即时、可操作的修复建议。</p><img src=\"https://inews.gtimg.com/om_bt/OOEsILkDN6mR2FSgqzS8rRQF1T7BRujvW7km-3YjrQWLEAA/0\"/><p>这一Agent还可以将渗透测试自动化,将传统的、昂贵且周期长的渗透测试,转变为可按需启动、快速完成的自动化、持续验证过程。</p><p><strong>AWS DevOps Agent</strong>则将运维工作自动化,能自动诊断并修复问题。当警报触发时,DevOps Agent会立即自动响应,诊断问题的根本原因,提供修改意见和修改方案,并交由工程师审查和批准。</p><p>六、新实例、新存储、新数据库、新加速、管理与治理</p><p>加曼最后用10分钟公布了25个新发布。</p><img src=\"https://inews.gtimg.com/om_bt/OmlEtRiyhidYZlaz_sUwAEYaFvZ7Jxd9M81GjZ9xRcnUMAA/0\"/><p>7款新实例:搭载第五代<a href=\"https://laohu8.com/S/AMD\">AMD</a> EPYC处理器的<strong>X8i Instances</strong>,内存增加超50%;搭载第五代AMD EPYC处理器的<strong>X8aedzInstances</strong>,计算性能是前一代X2iezn实例的两倍;搭载第五代AMD EPYC处理器的<strong>C8aInstances</strong>,性能提升30%,性价比提升19%;搭载<a href=\"https://laohu8.com/S/INTC\">英特尔</a>至强6的<strong>C8ineInstances</strong>,实例配置每个vCPU的数据包性能可比上一代C6in实例提升2.5倍;搭载第五代AMD EPYC处理器的<strong>M8aznInstances</strong>,计算性能是上一代M5zn实例的2倍。</p><p>还有两款采用最新<a href=\"https://laohu8.com/S/AAPL\">苹果</a>硬件的新实例:<strong>EC2 M3 UltraMacInstances</strong>、<strong>EC2 M4 MaxMacInstances。</strong></p><p>面向开发者,亚马逊云科技推出<strong>Lambda durable functions</strong>(持久函数),开发者可以利用内置的自动恢复功能构建长期运行的工作负载。</p><p>存储方面,包括<strong>将S3最大对象大小从5TB提高到50TB</strong>,增加10倍;亚马逊S3的数据管理功能<strong>S3 Batch Operations</strong>更新,在200亿个对象的规模下,完成作业的速度提升10倍;为<strong>S3 Tables提供智能分层</strong>,节省80%存储成本;<strong>S3 Tables</strong>支持AWS区域和账户间<strong>自动复制</strong>;<strong>扩展Amazon S3接入点</strong>,支持Amazon FSx for NetApp ONTAP;用于存储和查询向量的对象存储<strong>S3 Vectors全面上市</strong>;<strong>利用GPU提升向量索引构建效率</strong>,速度提升10倍,仅需1/4成本。</p><p>计算与加速优化新功能,Amazon EMR Serverless<strong>提供Amazon EMR on EKS</strong>,允许用户在不预先配置或管理存储的情况下运行大数据工作负载。</p><p>Amazon RDS数据库的更新包括:<strong>RDS for Oracle和RDS for SQL Server扩展存储容量</strong>、<strong>RDS for SQL Server的CPU优化选项</strong>、<strong>对SQL Server开发者版本的支持</strong>,以及<strong>数据库节省计划</strong>。</p><p>管理与治理相关的新发布包括:<strong>为ECS和EC2新增GuardDuty扩展威胁检测功能</strong>、<strong>提供近乎实时分析及风险优先级排序功能的Security Hub安全中心</strong>、<strong>CloudWatch统一数据管理和分析功能</strong>。</p><p>结语:Agent开发已成加速创新的大势所趋</p><p>在主题演讲中,加曼多次强调了Agent的重要性:Agent是企业从AI投资中看到实质性商业回报的地方。而为Agent系统、应用开发构建新的模块,需要性能更强的AI基础设施、推理平台、企业数据、构建和部署Agent的工具。</p><p>Agent可自主感知业务需求并依据需求智能适配业务流程、动态调整执行策略,高效匹配业务场景的核心诉求,其已经成为释放AI价值的重要载体。亚马逊云科技在扩展加速计算产品线的同时,亦在不断优化Agent开发和部署工具,推出满足开发者多元化工作负载需求的新平台、新工具。</p><p>据加曼回顾,今年第三财季,亚马逊云科技的年化收入已经达到1320亿美元,同比增长超20%。</p><p>过去一年,亚马逊云科技增加了3.8GW数据中心容量。如今,亚马逊云科技拥有全球规模最大、部署最广泛的AI云基础设施,全球数据中心网络覆盖38个地区、120个可用性区域,还宣布再增加3个地区。</p><p>亚马逊云科技已经与全球顶尖的大模型公司建立合作,在其平台陆续上架全球主流开源模型,下一步的重点,显然已经是如何帮助更多客户将Agent落地到真实业务中,产生更广泛的商业价值。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊杀疯了!连甩十大重磅发布,揭Agent大招、自研芯进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 06:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203063503a71ff503&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智东西(公众号:zhidxcom)作者 | 骏达 程茜编辑 | 心缘全球最大云计算巨头的AI武器库,又迎来重磅更新!智东西拉斯维加斯12月2日报道,今日,在年度云计算产业盛会AWS re:Invent上,亚马逊云科技(AWS)连甩一系列重磅AI新品,包括最新AI芯片Trainium4、基于其首款3nm AI芯片的Amazon EC2 Trainium3 UltraServers、第二代自研大模型...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203063503a71ff503&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) 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INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203063503a71ff503&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588064358","content_text":"智东西(公众号:zhidxcom)作者 | 骏达 程茜编辑 | 心缘全球最大云计算巨头的AI武器库,又迎来重磅更新!智东西拉斯维加斯12月2日报道,今日,在年度云计算产业盛会AWS re:Invent上,亚马逊云科技(AWS)连甩一系列重磅AI新品,包括最新AI芯片Trainium4、基于其首款3nm AI芯片的Amazon EC2 Trainium3 UltraServers、第二代自研大模型Amazon Nova 2系列,以及大量Agent开发利器。从AI基础设施、AI推理平台、企业数据管理到智能体开发工具、前沿智能体,通通迎来一大波升级。智东西作为受邀现场参会的媒体,从大会前排带来超全干货报道。Amazon Nova 2系列首发4款模型:经济高效推理模型Lite,高智能推理模型Pro,语音转语音的实时拟人对话式AI模型Sonic,以及面向多模态推理和图像生成的统一模型Omni。其中,Nova 2.0 Pro Preview在指令跟随、智能体工具使用榜单中,性能超过了GPT-5 mini、GPT-5.1、Claude Opus 4.5、Gemini 3 Pro Preview等前沿模型。值得一提的是,Amazon Bedrock新增18款全托管开源模型,其中包括4款国内顶尖模型:阿里Qwen3-NEXT和Qwen3-VL、月之暗面Kimi K2 Thinking、稀宇科技MiniMax M2。其他新增的前沿模型还有谷歌Gemma 3、英伟达Nemotron、OpenAI gpt-oss-safeguard、Mistral AI的Mistral Large 3和Ministral 3等。总体来看,今日十大重要发布包括:1、P6e新实例:采用英伟达GB300 NVL72系统。2、AWS AI Factories服务:专用客户定制AI基础设施,由AWS快速构建和管理。3、AWS Trainium4自研AI芯片:第四代自研AI芯片,相比上一代带来6倍的计算性能(FP4)、3倍的FP8性能、4倍的内存带宽、2倍的内存容量,并可通过NVLink Fusion和UALink实现纵向扩展。4、Amazon EC2 Trainium3 UltraServers:由AWS首款3nm AI芯片Trainium3提供支持,提供大规模AI训练和推理的高性价比,单集群可连接144张Trainium3芯片,算力达362PFLOPS(FP8),带宽为706TB/s,相较上一代带来4.4倍计算性能、3.9倍高内存带宽、5倍的每百万瓦token数。5、Amazon Bedrock平台:新增18款开源模型,模型数量过去一年翻倍增长,已拥有超过10万客户,其中50多家客户均使用了超过1万亿个token。6、Amazon Nova 2系列自研模型:包括Lite、Pro、Sonic、Omni。7、Amazon Nova Forge服务:支持企业访问Nova模型在不同阶段的训练检查点,并将自有数据与亚马逊的训练数据集混合,构建定制前沿模型。8、AgentCore开发工具:Policy in AgentCore(预览版),使用细粒度权限策略,给agent行动设置明确边界;AgentCore Evaluations(预览版),使用评估器,根据现实世界行为来持续检查agent质量。9、4款前沿智能体:AWS Transform Custom(专为企业开发工作流程设计),Kiro autonomous agent(自主开发复杂编程任务)、AWS Security Agent(预览版,保护全开发生命周期安全)、AWS DevOps Agent(预览版,加快事件响应速度并提高系统可靠性)。10、7款新实例、6项Amazon S3存储升级、5项Amazon RDS数据库更新、3项计算与加速优化新功能、4项管理与治理新功能。一、新基建:全新AI芯片Trainium4性能飙6倍,帮企业定制专属AI基础设施加曼称,亚马逊云科技是第一家在云中提供英伟达GPU的公司,其与英伟达合作已超过15年,也是迄今为止运行GPU集群最多的公司。1、基于英伟达GB300 NVL72打造P6e-GB300今天,亚马逊云科技新发布采用英伟达最新的GB300 NVL72系统的P6e-GB300,相比P6e-GB200,新实例GPU内存容量提升至1.5倍,FP4计算性能(无稀疏)提升至1.5倍。英伟达在亚马逊云科技上运行其生成式AI集群。OpenAI也在亚马逊云科技上基于EC2 Ultra Servers集群支撑ChatGPT运行及训练下一个模型,部署了数十万张GB200。加曼透露这些处理器很快将会变为GB300。本月初,亚马逊云科技还与沙特阿拉伯AI创企Humain建立了合作伙伴关系,计划在沙特的数据中心设施中提供、部署和管理至多15万个AI加速器。2、AWS AI Factories满足企业私有化部署需求为满足企业的私有化部署需求,今天亚马逊云科技宣布推出AWS AI Factories。基于这一平台,客户能在自己的数据中心部署专用AI基础设施,然后使用亚马逊云科技的基础设施和服务。3、Amazon EC2 Trainium3 UltraServers目前,Amazon Bedrock上运行的所有推理工具都由Trainium提供支持,亚马逊云科技已经部署了100万颗Trainium芯片,Trainium2的量产速度是其曾经芯片量产速度的4倍。加曼称,亚马逊云科技的Trainium系列芯片虽然以“训练”命名,但这些芯片其实也适用于推理用途。目前,亚马逊云科技上的许多AI推理服务都是在Trainium芯片上运行的,包括Claude的前沿模型。亚马逊云科技还围绕Trainium打造了一个超大规模系统,名为Project Rainier,用于Anthropic下一代Claude模型的训练。这一项目的规模十分庞大,加曼称,如果过去大家常说单个数据中心已经成了新的计算机,Project Rainier则更进一步,让由多个数据中心组成的园区,构成了一个计算机。Project Rainier将会不断扩大规模,最终支持高达30个单体数据中心,用掉1.1GW的电力,托管超过50万个Trainium2芯片。相关计算设备会使用超过100万个的高速连接器件,通过AWS EFA网络实现安全、可靠的连接。亚马逊云科技于去年发布了Trainium3芯片,今天,加曼宣布Amazon EC2 Trn3 UltraServers服务器已经广泛可用。与上一代产品相比,该服务器可提供4.4倍的算力和3.9倍的内存带宽。值得注意的是,Amazon EC2 Trn3 UltraSevers在能效比上也有提升,每兆瓦所处理的token数量达前代产品的5倍。4、下一代AI芯片Trainium 4加曼还透露,亚马逊云科技的下一代AI芯片Trainium 4已深入设计阶段。Trainium4预计能提供6倍的FP4性能,4倍的内存带宽,2倍的内存容量,并支持通过NVLink Fusion和UALink进行扩展。二、新模型:阿里、Kimi、MiniMax模型上架,第二代自研模型Nova 2四弹齐发亚马逊云科技Amazon Bedrock推理平台已经拥有超过10万客户,使用其处理超1万亿个token的企业客户已超过50家。亚马逊云科技一直以来的信条就是“选择至关重要(Choice Matters)”,这也适用于模型的选择。加曼称,亚马逊云科技认为AI的未来不会仅由1个模型统治,过去1年,Amazon Bedrock上提供的模型数量已经翻倍,DeepSeek、Qwen等中国模型也在支持范围之内。Amazon Bedrock还在今天新增了18款全托管开源模型,包括Qwen3-Next-80B-A3B、Qwen3-VL-235B-A22B、Kimi K2 Thinking、MiniMax M2等中国模型。此外,谷歌Gemma、英伟达Nemotron以及全新的Mistral Large 3和Ministral 3(3B、8B和14B版本)等模型也登陆Amazon Bedrock平台。亚马逊云科技还发布第二代自研模型家族Nova 2系列,推出了4款新模型:Lite、Pro、Sonic和Omni。Nova 2 Lite是一款快速且经济高效的推理模型,适用于各种类型的工作负载,拥有不错的指令遵循、工具调用、信息提取、代码生成等能力。Nova 2 Lite在上述四大领域的能力基本全面超越了Claude Haiku 4.5、GPT-5 mini、Gemini 2.5 Flash等轻量级模型,仅在编程能力上略逊于GPT-5 mini。Nova 2 Pro是Nova系列中最智能的推理模型,支持文字、图像、视频、语音四种模态输入和文本模态输出,适用于高度复杂的工作负载,尤其是Agent场景。在两项Agent基准测试中,其表现已经超过了GPT-5.1(high)、Gemini 3 Pro Preview(high)等前沿模型。Nova 2 Sonic则是亚马逊云科技的下一代语音转语音模型,支持文本和语音两个模态的输入输出,能为AI应用提供实时、类人的对话式AI体验。在语音理解和推理任务上,其性能已经超过了GPT Realtime、Gemini 2.5 Flash等。Nova 2 Omni是Nova系列的新物种,也是业界首个支持文本、图像、视频和音频输入,并支持文本和图像生成输出的推理模型。不过,亚马逊云科技尚未公布其基准测试成绩。三、新服务:开放Nova模型训练检查点,帮企业训出专属前沿模型加曼谈道,AI需要拥有理解公司数据的能力,才能真正为公司和客户带来巨大价值。由于数据具有独特性,企业往往不希望自己的专有数据被嵌入到第三方模型中,供他人使用。过去,业内让企业数据和模型结合最常用的技术是RAG或向量数据库,但这无法让模型真正理解数据。想要教会模型理解行业知识,还是需要定制模型。然而,如果从零开始定制模型是极为昂贵的,企业没有足够数据、足够算力打造出强大的通用智能。如果在开源模型的基础上,通过微调、强化学习等方式打造行业模型,则有可能出现其他领域性能下降的风险。亚马逊云科技的解决方案,是Amazon Nova Forge。Nova Forge引入了“开放式训练模型(Open Training Model)”的概念。通过Nova Forge,企业可以独家访问各种Nova模型的训练检查点,并在模型训练的任意阶段,将自己的专有数据与亚马逊创建的训练数据集混合。这使得企业能够产出一个深度理解企业信息的模型,同时不会遗忘模型已训练的核心信息。Nova Forge还提供了使用远程奖励函数和强化学习微调的能力,以进一步改进模型,让企业可以将真实环境集成到训练循环中。由于基础模型已经理解业务,这些后训练技术实际上会变得更加有效。亚马逊云科技已经和不少企业试点了Nova Forge服务。索尼便通过Nova Forge,对Nova 2 Lite模型进行了微调,使其适用于索尼自身的业务和运营。模型在引用一致性和文档依据等任务上表现优于基准模型,索尼的目标是借此将索尼合规审查和评估流程的效率提升100倍。四、新工具:给Agent开发设限和打分今天,亚马逊云科技宣布Amazon Bedrock AgentCore新增两项新功能,帮助开发者快速构建Agent。自AgentCore SDK预览版发布以来,其在5个月内下载量已超过200万次。此前,亚马逊推出了为Agent设计的核心工具集AgentCore,包含部署、代码解释器、托管环境等诸多能力。在此基础上,亚马逊推出Policy in AgentCore预览版和AgentCore Evaluation预览版。Policy in AgentCore允许开发者在AgentCore Gateway工具调用运行前拦截,使用带有细粒度权限的策略,为Agent行为定义明确的界限,如使用哪些工具、如何使用工具,开发者也可以通过自然语言创建标准,如“报销金额大于1000美元时,就阻止退款”等。AgentCore Evaluation是一项全托管服务,帮助开发者持续监控和分析基于真实行为的Agent表现。开发者可以使用内置评估器来衡量常见的质量维度,如正确性、帮助性、工具选择准确性、安全性、目标成功率和上下文相关性,还可以创建基于模型的定制评分系统,根据自己选择的提示和模型进行业务定制评分。所有AgentCore的评估结果都会在亚马逊统一监控平台CloudWatch被呈现。开发者还可以设置评估分数的警报和警报,主动监控Agent质量,并在指标超出可接受阈值时作出响应。亚马逊此前构建了Amazon Quick和Amazon Connect两个Agent方案。首先是Amazon Quick,可以帮助员工在几分钟内将观点转换成行动,指导深度研究和获得详尽分析,其会从获取信息整理出详细的研究报告;员工还可以创建小型Agent,帮助自己处理日常重复性工作。几周前,亚马逊在公司内部发布了Amazon Quick,目前其已拥有数十万用户。其次是Amazon Connect,加曼谈到在亚马逊内部税务团队中的一个案例,该团队创建了一个Agent,帮助其汇聚所有税务数据来源、深入研究税法政策变化。该Agent的另一个应用场景是客户服务,可以将AI引入企业的联络中心。Amazon Connect业务的年度经常性收入已经超过10亿美元。五、新Agent:加速开发、优化编程、保护安全、增强可靠加曼认为,对于试图快速现代化其应用程序的开发团队来说,目前最大的痛点之一就是处理技术债。在美国,技术债务每年给企业造成总计2.4万亿美元的损失,如今70%的IT预算都被用于维护遗留系统。此前,亚马逊云科技已经推出了AWS Transform,通过AI实现转换流程的降本增效。在此基础上,AWS今日推出了AWS Transform Custom,这一智能体帮助用户创建自定义代码转换智能体,以实现任何代码、API、框架、运行时或编程语言的翻译和现代化。例如,全球知名ERP软件公司QAD便是用AWS Transform,将原本需要至少需要两周才能完成转换的项目,压缩至3天。今年早些时候,亚马逊云科技发布了面向专业开发者的AI IDE “Kiro”。加曼称,已经有数十万开发者在使用Kiro,有开发者感叹,用了Kiro之后,自己在过去5个月内交付的代码,比过去10年还要多。上周,亚马逊已经把Kiro定为该公司的官方AI开发环境。为了进一步加强开发流程的自动化程度,亚马逊云科技发布了全新的三个前沿智能体,让Kiro在自主性、大规模可扩展和长期运行等领域的表现进一步增强。Kiro Autonomous Agent是一个与开发工作流并行运行的自主开发智能体。它就像团队的一名额外成员,能独立处理复杂任务,让工程师专注于核心创意。开发者只需指派一个复杂的、目标导向的任务,它能自行规划、分解并执行所有必要步骤,直到交付可用代码。这一Agent还会越用越聪明,能长期、深度地理解代码库、团队规范和过往决策,从每一次互动中学习,形成“集体记忆”,并应用所学知识到后续任务中。AWS Security Agent则是一个持续、主动、内置的AI安全专家。它能在设计阶段主动审查文档,确保安全性;在编程过程中扫描代码漏洞,并直接集成到GitHub PR中,为开发者提供即时、可操作的修复建议。这一Agent还可以将渗透测试自动化,将传统的、昂贵且周期长的渗透测试,转变为可按需启动、快速完成的自动化、持续验证过程。AWS DevOps Agent则将运维工作自动化,能自动诊断并修复问题。当警报触发时,DevOps Agent会立即自动响应,诊断问题的根本原因,提供修改意见和修改方案,并交由工程师审查和批准。六、新实例、新存储、新数据库、新加速、管理与治理加曼最后用10分钟公布了25个新发布。7款新实例:搭载第五代AMD EPYC处理器的X8i Instances,内存增加超50%;搭载第五代AMD EPYC处理器的X8aedzInstances,计算性能是前一代X2iezn实例的两倍;搭载第五代AMD EPYC处理器的C8aInstances,性能提升30%,性价比提升19%;搭载英特尔至强6的C8ineInstances,实例配置每个vCPU的数据包性能可比上一代C6in实例提升2.5倍;搭载第五代AMD EPYC处理器的M8aznInstances,计算性能是上一代M5zn实例的2倍。还有两款采用最新苹果硬件的新实例:EC2 M3 UltraMacInstances、EC2 M4 MaxMacInstances。面向开发者,亚马逊云科技推出Lambda durable functions(持久函数),开发者可以利用内置的自动恢复功能构建长期运行的工作负载。存储方面,包括将S3最大对象大小从5TB提高到50TB,增加10倍;亚马逊S3的数据管理功能S3 Batch Operations更新,在200亿个对象的规模下,完成作业的速度提升10倍;为S3 Tables提供智能分层,节省80%存储成本;S3 Tables支持AWS区域和账户间自动复制;扩展Amazon S3接入点,支持Amazon FSx for NetApp ONTAP;用于存储和查询向量的对象存储S3 Vectors全面上市;利用GPU提升向量索引构建效率,速度提升10倍,仅需1/4成本。计算与加速优化新功能,Amazon EMR Serverless提供Amazon EMR on EKS,允许用户在不预先配置或管理存储的情况下运行大数据工作负载。Amazon RDS数据库的更新包括:RDS for Oracle和RDS for SQL Server扩展存储容量、RDS for SQL Server的CPU优化选项、对SQL Server开发者版本的支持,以及数据库节省计划。管理与治理相关的新发布包括:为ECS和EC2新增GuardDuty扩展威胁检测功能、提供近乎实时分析及风险优先级排序功能的Security Hub安全中心、CloudWatch统一数据管理和分析功能。结语:Agent开发已成加速创新的大势所趋在主题演讲中,加曼多次强调了Agent的重要性:Agent是企业从AI投资中看到实质性商业回报的地方。而为Agent系统、应用开发构建新的模块,需要性能更强的AI基础设施、推理平台、企业数据、构建和部署Agent的工具。Agent可自主感知业务需求并依据需求智能适配业务流程、动态调整执行策略,高效匹配业务场景的核心诉求,其已经成为释放AI价值的重要载体。亚马逊云科技在扩展加速计算产品线的同时,亦在不断优化Agent开发和部署工具,推出满足开发者多元化工作负载需求的新平台、新工具。据加曼回顾,今年第三财季,亚马逊云科技的年化收入已经达到1320亿美元,同比增长超20%。过去一年,亚马逊云科技增加了3.8GW数据中心容量。如今,亚马逊云科技拥有全球规模最大、部署最广泛的AI云基础设施,全球数据中心网络覆盖38个地区、120个可用性区域,还宣布再增加3个地区。亚马逊云科技已经与全球顶尖的大模型公司建立合作,在其平台陆续上架全球主流开源模型,下一步的重点,显然已经是如何帮助更多客户将Agent落地到真实业务中,产生更广泛的商业价值。","news_type":1,"symbols_score_info":{"AMZN":1.5,"USAW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506683538808832,"gmtCreate":1764732617544,"gmtModify":1764732619664,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506683538808832","repostId":"2588062050","repostType":2,"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506683054178904,"gmtCreate":1764732520350,"gmtModify":1764732522486,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506683054178904","repostId":"1199047299","repostType":4,"repost":{"id":"1199047299","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":1764721789,"share":"https://www.laohu8.com/m/news/1199047299?lang=&edition=full","pubTime":"2025-12-03 08:29","market":"us","language":"zh","title":"这只年度最热AI概念股如何继续上涨?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199047299","media":"老虎资讯综合","summary":"对一些 AI 公司而言,一个常见的问题是其收入高度集中在少数客户身上。O’Loughlin 推测 Credo 最大客户可能是亚马逊,该客户在最新季度贡献了 42% 的销售额。所谓逼空,是指做空者因账面亏损不断扩大而被迫买入股票,从而进一步推高股价。","content":"<html><head></head><body><p>随着人工智能推动对连接性的更高需求,网络类股票大幅繁荣,而 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a> 正成为这一趋势的典型代表。</p><p>这家销售电缆及其他促进数据流动产品的公司,其股价今年已上涨 180%,周二更是大涨 10%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff3abcd00d3a7277c9c8e5f393030336\" tg-width=\"560\" tg-height=\"240\"/></p><p>那么,是什么让 Credo(CRDO)表现如此亮眼?公司在周一收盘后公布的最新财报显示,其收入相比去年同期几乎翻了四倍,经调整后的毛利率也扩大至 67.7%。</p><p>TD Cowen 分析师 Sean O’Loughlin 称,公司对明年 1 月季度的展望同样“非常强劲”。Credo 的收入预测比他原先模型高出三分之一以上。</p><p>他写道,Credo 的“强劲业绩与更强的指引,很可能超过了买方投资者中最苛刻的预期”。</p><p>对一些 AI 公司而言,一个常见的问题是其收入高度集中在少数客户身上。O’Loughlin 推测 Credo 最大客户可能是亚马逊,该客户在最新季度贡献了 42% 的销售额。然而,他表示,Credo 的客户基础“依然相对多元化”。公司有四个客户分别贡献至少 10% 的收入,其中第四个客户预计在本财年剩余时间内都能维持这一水平,这在 O’Loughlin 看来是 Credo 市场吸引力增强的积极信号。</p><p>O’Loughlin 也对公司在主动电缆(AEC)之外拓展市场的能力持乐观态度——尽管 AEC 是其核心业务。</p><p>“随着管理层暗示在‘未来几年’中,公司可在 100 亿美元可服务市场中实现 50 亿美元收入,我们认为投资者将开始把关注点从短期转向公司长期的‘蓝天场景’。”他写道。</p><p>Susquehanna 分析师 Christopher Rolland 也称赞了 Credo 的产品多元化机会。</p><p>他说:“总体而言,这是 Credo 再一次令人惊叹的财报,其业绩大幅超预期程度远超我们之前的判断。尽管有源电缆业务持续高速增长,我们很高兴看到 Credo 在 AI 互连领域推出(并领先)新产品类别,有助于确保本年代的持续强劲增长。”</p><p>在财报发布之前,S3 Partners 的分析师曾把 Credo 列为潜在的“逼空”(short squeeze)候选股。所谓逼空,是指做空者因账面亏损不断扩大而被迫买入股票,从而进一步推高股价。</p><p>S3 研究主管 Leon Gross 周一写道:“我们最近强调了一种现象,即与 AI 相关的股票可能单日上涨 20%,或一周上涨 30%,这会对持有空头头寸的投资者造成严重影响。”</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\" 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}\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这只年度最热AI概念股如何继续上涨?\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\">2025-12-03 08:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>随着人工智能推动对连接性的更高需求,网络类股票大幅繁荣,而 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a> 正成为这一趋势的典型代表。</p><p>这家销售电缆及其他促进数据流动产品的公司,其股价今年已上涨 180%,周二更是大涨 10%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff3abcd00d3a7277c9c8e5f393030336\" tg-width=\"560\" tg-height=\"240\"/></p><p>那么,是什么让 Credo(CRDO)表现如此亮眼?公司在周一收盘后公布的最新财报显示,其收入相比去年同期几乎翻了四倍,经调整后的毛利率也扩大至 67.7%。</p><p>TD Cowen 分析师 Sean O’Loughlin 称,公司对明年 1 月季度的展望同样“非常强劲”。Credo 的收入预测比他原先模型高出三分之一以上。</p><p>他写道,Credo 的“强劲业绩与更强的指引,很可能超过了买方投资者中最苛刻的预期”。</p><p>对一些 AI 公司而言,一个常见的问题是其收入高度集中在少数客户身上。O’Loughlin 推测 Credo 最大客户可能是亚马逊,该客户在最新季度贡献了 42% 的销售额。然而,他表示,Credo 的客户基础“依然相对多元化”。公司有四个客户分别贡献至少 10% 的收入,其中第四个客户预计在本财年剩余时间内都能维持这一水平,这在 O’Loughlin 看来是 Credo 市场吸引力增强的积极信号。</p><p>O’Loughlin 也对公司在主动电缆(AEC)之外拓展市场的能力持乐观态度——尽管 AEC 是其核心业务。</p><p>“随着管理层暗示在‘未来几年’中,公司可在 100 亿美元可服务市场中实现 50 亿美元收入,我们认为投资者将开始把关注点从短期转向公司长期的‘蓝天场景’。”他写道。</p><p>Susquehanna 分析师 Christopher Rolland 也称赞了 Credo 的产品多元化机会。</p><p>他说:“总体而言,这是 Credo 再一次令人惊叹的财报,其业绩大幅超预期程度远超我们之前的判断。尽管有源电缆业务持续高速增长,我们很高兴看到 Credo 在 AI 互连领域推出(并领先)新产品类别,有助于确保本年代的持续强劲增长。”</p><p>在财报发布之前,S3 Partners 的分析师曾把 Credo 列为潜在的“逼空”(short squeeze)候选股。所谓逼空,是指做空者因账面亏损不断扩大而被迫买入股票,从而进一步推高股价。</p><p>S3 研究主管 Leon Gross 周一写道:“我们最近强调了一种现象,即与 AI 相关的股票可能单日上涨 20%,或一周上涨 30%,这会对持有空头头寸的投资者造成严重影响。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/75cf19e45ef63995f548d875c007fd05","relate_stocks":{"CRDO":"Credo Technology Group Holding Ltd"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199047299","content_text":"随着人工智能推动对连接性的更高需求,网络类股票大幅繁荣,而 Credo Technology Group Holding Ltd 正成为这一趋势的典型代表。这家销售电缆及其他促进数据流动产品的公司,其股价今年已上涨 180%,周二更是大涨 10%。那么,是什么让 Credo(CRDO)表现如此亮眼?公司在周一收盘后公布的最新财报显示,其收入相比去年同期几乎翻了四倍,经调整后的毛利率也扩大至 67.7%。TD Cowen 分析师 Sean O’Loughlin 称,公司对明年 1 月季度的展望同样“非常强劲”。Credo 的收入预测比他原先模型高出三分之一以上。他写道,Credo 的“强劲业绩与更强的指引,很可能超过了买方投资者中最苛刻的预期”。对一些 AI 公司而言,一个常见的问题是其收入高度集中在少数客户身上。O’Loughlin 推测 Credo 最大客户可能是亚马逊,该客户在最新季度贡献了 42% 的销售额。然而,他表示,Credo 的客户基础“依然相对多元化”。公司有四个客户分别贡献至少 10% 的收入,其中第四个客户预计在本财年剩余时间内都能维持这一水平,这在 O’Loughlin 看来是 Credo 市场吸引力增强的积极信号。O’Loughlin 也对公司在主动电缆(AEC)之外拓展市场的能力持乐观态度——尽管 AEC 是其核心业务。“随着管理层暗示在‘未来几年’中,公司可在 100 亿美元可服务市场中实现 50 亿美元收入,我们认为投资者将开始把关注点从短期转向公司长期的‘蓝天场景’。”他写道。Susquehanna 分析师 Christopher Rolland 也称赞了 Credo 的产品多元化机会。他说:“总体而言,这是 Credo 再一次令人惊叹的财报,其业绩大幅超预期程度远超我们之前的判断。尽管有源电缆业务持续高速增长,我们很高兴看到 Credo 在 AI 互连领域推出(并领先)新产品类别,有助于确保本年代的持续强劲增长。”在财报发布之前,S3 Partners 的分析师曾把 Credo 列为潜在的“逼空”(short squeeze)候选股。所谓逼空,是指做空者因账面亏损不断扩大而被迫买入股票,从而进一步推高股价。S3 研究主管 Leon Gross 周一写道:“我们最近强调了一种现象,即与 AI 相关的股票可能单日上涨 20%,或一周上涨 30%,这会对持有空头头寸的投资者造成严重影响。”","news_type":1,"symbols_score_info":{"CRDO":2}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506875447812208,"gmtCreate":1764732501324,"gmtModify":1764732503518,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506875447812208","repostId":"1161988563","repostType":4,"repost":{"id":"1161988563","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":1764685961,"share":"https://www.laohu8.com/m/news/1161988563?lang=&edition=full","pubTime":"2025-12-02 22:32","market":"nz","language":"zh","title":"异动解读 | Rosenblatt上调目标价至275美元,Snowflake盘中大涨5.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161988563","media":"异动解读","summary":"Snowflake(SNOW)今日盘中大涨5.15%,表现强劲。消息面上,Rosenblatt将Snowflake的目标价从250美元上调至275美元,并维持“买入”评级。这一积极的评级调整增强了市场对Snowflake未来表现的信心,推动了股价的上涨。","content":"<p>Snowflake(SNOW)今日盘中大涨5.15%,表现强劲。</p><p>消息面上,Rosenblatt将Snowflake的目标价从250美元上调至275美元,并维持“买入”评级。这一积极的评级调整增强了市场对Snowflake未来表现的信心,推动了股价的上涨。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>异动解读 | Rosenblatt上调目标价至275美元,Snowflake盘中大涨5.15%</title>\n<style 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22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Snowflake(SNOW)今日盘中大涨5.15%,表现强劲。</p><p>消息面上,Rosenblatt将Snowflake的目标价从250美元上调至275美元,并维持“买入”评级。这一积极的评级调整增强了市场对Snowflake未来表现的信心,推动了股价的上涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161988563","content_text":"Snowflake(SNOW)今日盘中大涨5.15%,表现强劲。消息面上,Rosenblatt将Snowflake的目标价从250美元上调至275美元,并维持“买入”评级。这一积极的评级调整增强了市场对Snowflake未来表现的信心,推动了股价的上涨。","news_type":1,"symbols_score_info":{"SNOW":1}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}