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- George.ZhuGeorge.Zhu
  ·01-01
  这篇文章不错，转发给大家看看
  沃伦·巴菲特正式退休，卸任伯克希尔·哈撒韦首席执行官
  1月1日，当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，卸任$伯克希尔(BRK.A)$·哈撒韦首席执行官职务。
  沃伦·巴菲特正式退休，卸任伯克希尔·哈撒韦首席执行官
  1,130 评论
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- George.ZhuGeorge.Zhu
  ·2025-12-24
  这篇文章不错，转发给大家看看
  英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争
  根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。此外，英伟达已采取多项措施为 $CoreWeave$、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。今年早些时候，英伟达已逐步退出这一新兴云业务。
  英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争
  1,466 评论
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- George.ZhuGeorge.Zhu
  ·2025-12-24
  这篇文章不错，转发给大家看看
  市场消息：英伟达放风春节前向中国客户交付H200芯片
  美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。
  市场消息：英伟达放风春节前向中国客户交付H200芯片
  1,199 评论
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- George.ZhuGeorge.Zhu
  ·2025-12-02
  这篇文章不错，转发给大家看看
  美股异动 | 美股核电股拉升，Oklo涨超10%
  12月2日，美股核电股上涨，$Oklo(OKLO)$涨超10%，$NANO Nuclear(NANO)$ Energy涨超8%，$NuScale Power(SMR)$、$Centrus Energy(LEU)$涨超6%。
  美股异动 | 美股核电股拉升，Oklo涨超10%
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href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1767218306491&item_id=16796396578096208140&channelId=1119><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，从知名投资机构伯克希尔-哈撒韦公司的首席执行官岗位上卸任。沃伦·巴菲特现年95岁，常年担任知名投资公司伯克希尔-哈撒韦公司的首席执行官。在2025年11月，其宣布将在年底辞去相关职务，但会继续担任董事会主席，并保留“相当数量”的股份。</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1767218306491&item_id=16796396578096208140&channelId=1119\">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/8ebd5e7cb7ea75b53a6c569f27f3410e","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1767218306491&item_id=16796396578096208140&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107873687","content_text":"当地时间2025年12月31日，著名投资人沃伦·巴菲特正式退休，从知名投资机构伯克希尔-哈撒韦公司的首席执行官岗位上卸任。沃伦·巴菲特现年95岁，常年担任知名投资公司伯克希尔-哈撒韦公司的首席执行官。在2025年11月，其宣布将在年底辞去相关职务，但会继续担任董事会主席，并保留“相当数量”的股份。","news_type":1,"symbols_score_info":{"BRK.A":1,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514272128496264,"gmtCreate":1766530774308,"gmtModify":1766540119260,"author":{"id":"4224857872972930","authorId":"4224857872972930","name":"George.Zhu","avatar":"https://static.tigerbbs.com/7cde005461051875bf0044cc46a989ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224857872972930","authorIdStr":"4224857872972930"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514272128496264","repostId":"2593349891","repostType":2,"repost":{"id":"2593349891","kind":"highlight","pubTimestamp":1766511472,"share":"https://www.laohu8.com/m/news/2593349891?lang=zh_CN&edition=full","pubTime":"2025-12-24 01:37","market":"us","language":"zh","title":"英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2593349891","media":"环球市场播报","summary":"根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。此外，英伟达已采取多项措施为 $CoreWeave$、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。今年早些时候，英伟达已逐步退出这一新兴云业务。","content":"<html><head></head><body><p>在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> CEO 黄仁勋提出开发可与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 竞争的云服务愿景两年多之后，他已逐步放弃与这些大型云厂商直接竞争。知情人士及一份内部备忘录显示，上周他对公司云业务团队进行了重组。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed084707bd7ebbaad45c9ef1dac7e5d1\" title=\"\" tg-width=\"539\" tg-height=\"334\"/></p><p>根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。</p><p>根据备忘录，Alexis Black Bjorlin 这位 2023 年从 <a href=\"https://laohu8.com/S/META\">Meta</a> 加入英伟达的高管，将在公司内部担任新的角色。英伟达云团队（由数百人组成）将并入英伟达的工程与运营组织，该组织由软件工程高级副总裁 Dwight Diercks 领导，并向黄仁勋汇报。</p><p>云团队 DGX Cloud 将主要服务于英伟达工程师对芯片的需求，用于开发开源 AI 模型，而不再专注于向外部企业客户销售云服务。</p><p>在此次重组中，英伟达较新的云服务 DGX Cloud Lepton 也将并入工程团队。该服务允许云提供商在英伟达运营的市场中列出未使用的服务器容量，但启动速度并不快。</p><p>黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。该计划旨在开辟新的收入来源，并与租用英伟达芯片的 AI 开发者建立直接联系（这些开发者通常通过 AWS、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>租用芯片）。</p><p>英伟达的卖点是，通过 DGX Cloud 使用其芯片能比云提供商自行配置的性能更好。</p><p>实际上，英伟达担心随着<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软和亚马逊各自开发 AI 芯片，客户对英伟达芯片的依赖会下降，并可能转向这些替代品。直接与 AI 开发者建立关系，是英伟达对冲风险的策略。</p><p>该计划在纸面上具有很大潜力，英伟达也宣传了早期客户，如 <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>、<a href=\"https://laohu8.com/S/SAP\">SAP</a> 和 Amdocs。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。</p><p><strong>面临的挑战</strong></p><p>多位前 DGX 团队员工表示，团队难以吸引客户。此外，由于 DGX Cloud 实际运行在 AWS 等不同云提供商的数据中心，要为客户提供故障排查支持非常困难：对某一设施的修复可能不适用于其他厂商的设施。</p><p>黄仁勋也不愿意扩大业务规模，以免触怒那些也是英伟达最大芯片客户的云提供商。此外，英伟达已采取多项措施为 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。</p><p>今年早些时候，英伟达已逐步退出这一新兴云业务。此前，该业务曾向投资者承诺可创造 1500 亿美元收入，超过 AWS 年收入。</p><p>尽管 Google 等尝试抢占市场份额，英伟达在 AI 芯片销售上仍然占据绝对主导地位。AWS 对其 Trainium AI 芯片进行了大幅折扣，并与 OpenAI 讨论交易方案，使 OpenAI 也可使用 Trainium 芯片。Meta 平台也在考虑投入数十亿美元购买谷歌的 AI 芯片（Tensor Processing Unit）。</p><p>英伟达也是 AWS、谷歌等云提供商购买的英伟达服务器的最大租用方之一。虽然英伟达曾尝试将这些服务器租给 DGX Cloud 客户，但同样也用于开发包括机器人和自动驾驶技术在内的多种 AI 模型。公司表示，未来几年计划花费 260 亿美元租用这些服务器。</p><p>英伟达发言人表示：“我们将继续投资 DGX Cloud，为前沿研发提供世界级基础设施，并为我们的云合作伙伴提供成功所需的软件能力。我们的目标一直是将 DGX Cloud 作为学习如何为生态系统合作伙伴构建系统的平台，这一点不会改变。”</p></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 01:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-23/doc-inhcuqei6863637.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在英伟达 CEO 黄仁勋提出开发可与亚马逊 AWS 竞争的云服务愿景两年多之后，他已逐步放弃与这些大型云厂商直接竞争。知情人士及一份内部备忘录显示，上周他对公司云业务团队进行了重组。根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。根据备忘录，Alexis Black Bjorlin 这位 2023 年从 Meta 加入英伟达的高管，将在公司内部...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-23/doc-inhcuqei6863637.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/ed084707bd7ebbaad45c9ef1dac7e5d1","relate_stocks":{"LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4605":"半导体精选","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4608":"AI应用概念股","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME 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将主要服务于英伟达工程师对芯片的需求，用于开发开源 AI 模型，而不再专注于向外部企业客户销售云服务。在此次重组中，英伟达较新的云服务 DGX Cloud Lepton 也将并入工程团队。该服务允许云提供商在英伟达运营的市场中列出未使用的服务器容量，但启动速度并不快。黄仁勋在 2023 年 3 月英伟达年度开发者与客户大会上首次推出 DGX Cloud 服务。该计划旨在开辟新的收入来源，并与租用英伟达芯片的 AI 开发者建立直接联系（这些开发者通常通过 AWS、谷歌和微软租用芯片）。英伟达的卖点是，通过 DGX Cloud 使用其芯片能比云提供商自行配置的性能更好。实际上，英伟达担心随着谷歌、微软和亚马逊各自开发 AI 芯片，客户对英伟达芯片的依赖会下降，并可能转向这些替代品。直接与 AI 开发者建立关系，是英伟达对冲风险的策略。该计划在纸面上具有很大潜力，英伟达也宣传了早期客户，如 ServiceNow、SAP 和 Amdocs。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。面临的挑战多位前 DGX 团队员工表示，团队难以吸引客户。此外，由于 DGX Cloud 实际运行在 AWS 等不同云提供商的数据中心，要为客户提供故障排查支持非常困难：对某一设施的修复可能不适用于其他厂商的设施。黄仁勋也不愿意扩大业务规模，以免触怒那些也是英伟达最大芯片客户的云提供商。此外，英伟达已采取多项措施为 CoreWeave、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。今年早些时候，英伟达已逐步退出这一新兴云业务。此前，该业务曾向投资者承诺可创造 1500 亿美元收入，超过 AWS 年收入。尽管 Google 等尝试抢占市场份额，英伟达在 AI 芯片销售上仍然占据绝对主导地位。AWS 对其 Trainium AI 芯片进行了大幅折扣，并与 OpenAI 讨论交易方案，使 OpenAI 也可使用 Trainium 芯片。Meta 平台也在考虑投入数十亿美元购买谷歌的 AI 芯片（Tensor Processing Unit）。英伟达也是 AWS、谷歌等云提供商购买的英伟达服务器的最大租用方之一。虽然英伟达曾尝试将这些服务器租给 DGX Cloud 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作为学习如何为生态系统合作伙伴构建系统的平台，这一点不会改变。”","news_type":1,"symbols_score_info":{"NVDD":0.6,"SNVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDA":1.98,"2NVD.UK":0.6,"NVDY":0.6,"NVDL":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514268585976696,"gmtCreate":1766530747912,"gmtModify":1766540119642,"author":{"id":"4224857872972930","authorId":"4224857872972930","name":"George.Zhu","avatar":"https://static.tigerbbs.com/7cde005461051875bf0044cc46a989ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224857872972930","authorIdStr":"4224857872972930"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514268585976696","repostId":"1101301792","repostType":2,"repost":{"id":"1101301792","kind":"news","pubTimestamp":1766530541,"share":"https://www.laohu8.com/m/news/1101301792?lang=zh_CN&edition=full","pubTime":"2025-12-24 06:55","market":"us","language":"zh","title":"市场消息：英伟达放风春节前向中国客户交付H200芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1101301792","media":"环球时报","summary":"美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。","content":"<html><head></head><body><p>据路透社报道，多位知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。</p><p style=\"text-align: justify;\">H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。</p><p style=\"text-align: justify;\">不过路透社称，能否顺利交付H200芯片仍存在较大不确定性，中方尚未批准任何一笔H200芯片的采购订单。英伟达发言人23日对《环球时报》记者表示：“我们正在持续管理供应链。向中国授权客户合规销售 H200芯片不会影响我们向全球客户供货的能力。”</p><p>据《华尔街日报》此前报道，对于是否解禁英伟达对华出口H200芯片，美国商务部长卢特尼克在内的一些白宫官员持支持态度，他们认为这可能是一个很好的折中方案，既能让英伟达与中国华为公司竞争，又不会让中国在AI领域超越美国。不过，美国民主党参议员伊丽莎白·沃伦和众议员格雷戈里·米克斯公开要求美国商务部公开更多许可证信息，以评估“获准出口的英伟达芯片是否会被用于军事领域”，并观察美国盟友及伙伴对此的反应。</p><p style=\"text-align: justify;\">12月9日，外交部发言人郭嘉昆在例行记者会上表示，已关注到美方相关动态。他说：“中方一贯主张中美通过合作实现互利共赢。”</p><p style=\"text-align: justify;\">业内有观点认为，在国产芯片崛起、政策也有意推动国产替代的大背景下，英伟达是否能在短期内重回中国市场仍难有定论。尤其是今年7月底，国家网信办就H20算力芯片漏洞后门安全风险约谈了英伟达。统筹发展与安全，中国或更倾向于依靠科技自立自强对核心关键技术进行攻关。     </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000931\">中关村</a>信息消费联盟理事长项立刚23日告诉《环球时报》记者，白宫希望放开禁令，维持英伟达业绩预期，提振美国股市；而一些国会议员站在反华立场上，希望继续在高科技上封锁中国。电信与互联网行业专家马继华表示，美国政府和英伟达急于重返中国市场，怕因中国芯片技术崛起而丧失市场竞争力和空间，也担心英伟达业绩下滑而刺破华尔街担心的AI泡沫。项立刚说，中国乐见美国在高科技出口上采取更加开放与合作的立场，但要保证向中国出口的芯片安全、环保、符合中国AI发展的应用要求，也要保持政策稳定性，为中国企业提供更加确定的市场预期。</p></body></html>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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市场消息：英伟达放风春节前向中国客户交付H200芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 06:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://world.huanqiu.com/article/4PfL7Ra3teQ><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据路透社报道，多位知情人士透露，英伟达已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日...</p>\n\n<a href=\"https://world.huanqiu.com/article/4PfL7Ra3teQ\">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":{"159813":"芯片","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4534":"瑞士信贷持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1923622291.USD":"Natixis Thematics Safety R/A 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ACC"},"source_url":"https://world.huanqiu.com/article/4PfL7Ra3teQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101301792","content_text":"据路透社报道，多位知情人士透露，英伟达已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。不过路透社称，能否顺利交付H200芯片仍存在较大不确定性，中方尚未批准任何一笔H200芯片的采购订单。英伟达发言人23日对《环球时报》记者表示：“我们正在持续管理供应链。向中国授权客户合规销售 H200芯片不会影响我们向全球客户供货的能力。”据《华尔街日报》此前报道，对于是否解禁英伟达对华出口H200芯片，美国商务部长卢特尼克在内的一些白宫官员持支持态度，他们认为这可能是一个很好的折中方案，既能让英伟达与中国华为公司竞争，又不会让中国在AI领域超越美国。不过，美国民主党参议员伊丽莎白·沃伦和众议员格雷戈里·米克斯公开要求美国商务部公开更多许可证信息，以评估“获准出口的英伟达芯片是否会被用于军事领域”，并观察美国盟友及伙伴对此的反应。12月9日，外交部发言人郭嘉昆在例行记者会上表示，已关注到美方相关动态。他说：“中方一贯主张中美通过合作实现互利共赢。”业内有观点认为，在国产芯片崛起、政策也有意推动国产替代的大背景下，英伟达是否能在短期内重回中国市场仍难有定论。尤其是今年7月底，国家网信办就H20算力芯片漏洞后门安全风险约谈了英伟达。统筹发展与安全，中国或更倾向于依靠科技自立自强对核心关键技术进行攻关。     中关村信息消费联盟理事长项立刚23日告诉《环球时报》记者，白宫希望放开禁令，维持英伟达业绩预期，提振美国股市；而一些国会议员站在反华立场上，希望继续在高科技上封锁中国。电信与互联网行业专家马继华表示，美国政府和英伟达急于重返中国市场，怕因中国芯片技术崛起而丧失市场竞争力和空间，也担心英伟达业绩下滑而刺破华尔街担心的AI泡沫。项立刚说，中国乐见美国在高科技出口上采取更加开放与合作的立场，但要保证向中国出口的芯片安全、环保、符合中国AI发展的应用要求，也要保持政策稳定性，为中国企业提供更加确定的市场预期。","news_type":1,"symbols_score_info":{"159813":1.5,"NVDX":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDS":0.6,"NVDY":0.6,"NVDL":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"NVDU":0.6,"3NVD.UK":0.6,"NVD":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506698023399744,"gmtCreate":1764687947138,"gmtModify":1764689174167,"author":{"id":"4224857872972930","authorId":"4224857872972930","name":"George.Zhu","avatar":"https://static.tigerbbs.com/7cde005461051875bf0044cc46a989ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224857872972930","authorIdStr":"4224857872972930"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506698023399744","repostId":"1115116675","repostType":2,"repost":{"id":"1115116675","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":1764687885,"share":"https://www.laohu8.com/m/news/1115116675?lang=zh_CN&edition=full","pubTime":"2025-12-02 23:04","market":"us","language":"zh","title":"美股异动 | 美股核电股拉升，Oklo涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115116675","media":"老虎资讯综合","summary":"12月2日，美股核电股上涨，$Oklo(OKLO)$涨超10%，$NANO Nuclear(NANO)$ Energy涨超8%，$NuScale Power(SMR)$、$Centrus Energy(LEU)$涨超6%。","content":"<html><head></head><body><p>12月2日，美股核电股上涨，<a href=\"https://laohu8.com/S/OKLO\">Oklo</a>涨超10%，<a href=\"https://laohu8.com/S/NANO\">NANO Nuclear</a> Energy涨超8%，<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>、<a href=\"https://laohu8.com/S/LEU\">Centrus Energy</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32801b850f1744dd51249911b4b70cf7\" title=\"\" tg-width=\"906\" tg-height=\"559\"/></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\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 美股核电股拉升，Oklo涨超10%</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; 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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\">2025-12-02 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日，美股核电股上涨，<a href=\"https://laohu8.com/S/OKLO\">Oklo</a>涨超10%，<a href=\"https://laohu8.com/S/NANO\">NANO Nuclear</a> Energy涨超8%，<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>、<a href=\"https://laohu8.com/S/LEU\">Centrus Energy</a>涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32801b850f1744dd51249911b4b70cf7\" title=\"\" tg-width=\"906\" tg-height=\"559\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a23b1b028e2f25f98646f15d5bc56bea","relate_stocks":{"OKLO":"Oklo Inc.","SMR":"NuScale Power","LEU":"Centrus Energy Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115116675","content_text":"12月2日，美股核电股上涨，Oklo涨超10%，NANO Nuclear Energy涨超8%，NuScale Power、Centrus Energy涨超6%。","news_type":1,"symbols_score_info":{"SMR":1,"LEU":1,"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}