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2022-10-04
$胜科海事(S51.SI)$
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2023-01-18
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07-24
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07-24
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2024-01-31
$Grab Holdings(GRAB)$
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2024-01-30
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2024-01-30
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2022-04-09
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2022-02-20
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2022-01-28
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Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney
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Hi","images":[{"img":"https://community-static.tradeup.com/news/538b6245785ae6eeaf748b1216ee604a","width":"840","height":"1374"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584672081044296","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578779090916112,"gmtCreate":1782328409950,"gmtModify":1782328411296,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102283905573500","authorIdStr":"4102283905573500"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578779090916112","repostId":"578322071143088","repostType":1,"repost":{"id":578322071143088,"gmtCreate":1782216717857,"gmtModify":1782366989373,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"黃金牛市熄火了嗎？高盛、德銀接連下調目標價，但真正的大戲可能纔剛開始","htmlText":"[惊吓] 就在過去一週，華爾街最堅定的黃金多頭陣營突然出現鬆動。 繼高盛下調黃金目標價後，德意志銀行也加入看空陣營，將第三季度黃金目標價最高下調22%，降至4300美元附近。 對於一個過去三年幾乎單邊上漲的資產來說，這無疑是一枚重磅炸彈。 問題來了： 黃金牛市結束了嗎？ 還是說，現在只是超級牛市中的一次深度調整？ 答案可能遠比市場想象得複雜。 華爾街爲何突然轉向？ 過去幾年，市場形成了一種近乎共識的邏輯： 美國債務失控 美元信用下降 全球央行瘋狂買金 地緣政治衝突升級 美聯儲最終降息 這些因素共同推動黃金不斷刷新歷史高點。 但進入2026年後，情況開始發生變化。 第一重打擊：美聯儲突然變鷹 這是最重要的原因。 此前市場一直押注： 2026年將進入降息週期。 然而近期公佈的數據卻不斷打臉。 美國： 就業依舊強勁 消費沒有崩潰 通脹重新擡頭 核心PCE再度升溫 甚至包括美銀在內的部分機構已經開始預測： 2026年下半年可能重新加息75個基點。 這意味着什麼？ 黃金本質上是不生息資產。 如果美債收益率繼續上升： 5% 5.5% 甚至6% 那麼持有黃金的機會成本將大幅提高。 資金自然會流向能夠產生收益的債券市場。 這也是黃金最近持續承壓的重要原因。 第二重打擊：ETF資金開始撤離 黃金價格有兩個重要買家： 第一類：央行 第二類：ETF投資者 央行購買通常是長期行爲。 但ETF資金則更加敏感。 德銀數據顯示： 近期全球黃金ETF持續出現淨流出。 這說明什麼？ 大量機構投資者正在獲利了結。 過去幾年： 2500美元買入 3000美元買入 4000美元買入 如今不少機構已經獲得巨大收益。 當市場出現鷹派信號時： 他們最先做的事情就是兌現利潤。 這形成了短期拋壓。 第三重打擊：中國需求正在降溫 過去幾年黃金最大的邊際買家之一就是中國。 原因很簡單： 房地產低迷 股市表","listText":"[惊吓] 就在過去一週，華爾街最堅定的黃金多頭陣營突然出現鬆動。 繼高盛下調黃金目標價後，德意志銀行也加入看空陣營，將第三季度黃金目標價最高下調22%，降至4300美元附近。 對於一個過去三年幾乎單邊上漲的資產來說，這無疑是一枚重磅炸彈。 問題來了： 黃金牛市結束了嗎？ 還是說，現在只是超級牛市中的一次深度調整？ 答案可能遠比市場想象得複雜。 華爾街爲何突然轉向？ 過去幾年，市場形成了一種近乎共識的邏輯： 美國債務失控 美元信用下降 全球央行瘋狂買金 地緣政治衝突升級 美聯儲最終降息 這些因素共同推動黃金不斷刷新歷史高點。 但進入2026年後，情況開始發生變化。 第一重打擊：美聯儲突然變鷹 這是最重要的原因。 此前市場一直押注： 2026年將進入降息週期。 然而近期公佈的數據卻不斷打臉。 美國： 就業依舊強勁 消費沒有崩潰 通脹重新擡頭 核心PCE再度升溫 甚至包括美銀在內的部分機構已經開始預測： 2026年下半年可能重新加息75個基點。 這意味着什麼？ 黃金本質上是不生息資產。 如果美債收益率繼續上升： 5% 5.5% 甚至6% 那麼持有黃金的機會成本將大幅提高。 資金自然會流向能夠產生收益的債券市場。 這也是黃金最近持續承壓的重要原因。 第二重打擊：ETF資金開始撤離 黃金價格有兩個重要買家： 第一類：央行 第二類：ETF投資者 央行購買通常是長期行爲。 但ETF資金則更加敏感。 德銀數據顯示： 近期全球黃金ETF持續出現淨流出。 這說明什麼？ 大量機構投資者正在獲利了結。 過去幾年： 2500美元買入 3000美元買入 4000美元買入 如今不少機構已經獲得巨大收益。 當市場出現鷹派信號時： 他們最先做的事情就是兌現利潤。 這形成了短期拋壓。 第三重打擊：中國需求正在降溫 過去幾年黃金最大的邊際買家之一就是中國。 原因很簡單： 房地產低迷 股市表","text":"[惊吓] 就在過去一週，華爾街最堅定的黃金多頭陣營突然出現鬆動。 繼高盛下調黃金目標價後，德意志銀行也加入看空陣營，將第三季度黃金目標價最高下調22%，降至4300美元附近。 對於一個過去三年幾乎單邊上漲的資產來說，這無疑是一枚重磅炸彈。 問題來了： 黃金牛市結束了嗎？ 還是說，現在只是超級牛市中的一次深度調整？ 答案可能遠比市場想象得複雜。 華爾街爲何突然轉向？ 過去幾年，市場形成了一種近乎共識的邏輯： 美國債務失控 美元信用下降 全球央行瘋狂買金 地緣政治衝突升級 美聯儲最終降息 這些因素共同推動黃金不斷刷新歷史高點。 但進入2026年後，情況開始發生變化。 第一重打擊：美聯儲突然變鷹 這是最重要的原因。 此前市場一直押注： 2026年將進入降息週期。 然而近期公佈的數據卻不斷打臉。 美國： 就業依舊強勁 消費沒有崩潰 通脹重新擡頭 核心PCE再度升溫 甚至包括美銀在內的部分機構已經開始預測： 2026年下半年可能重新加息75個基點。 這意味着什麼？ 黃金本質上是不生息資產。 如果美債收益率繼續上升： 5% 5.5% 甚至6% 那麼持有黃金的機會成本將大幅提高。 資金自然會流向能夠產生收益的債券市場。 這也是黃金最近持續承壓的重要原因。 第二重打擊：ETF資金開始撤離 黃金價格有兩個重要買家： 第一類：央行 第二類：ETF投資者 央行購買通常是長期行爲。 但ETF資金則更加敏感。 德銀數據顯示： 近期全球黃金ETF持續出現淨流出。 這說明什麼？ 大量機構投資者正在獲利了結。 過去幾年： 2500美元買入 3000美元買入 4000美元買入 如今不少機構已經獲得巨大收益。 當市場出現鷹派信號時： 他們最先做的事情就是兌現利潤。 這形成了短期拋壓。 第三重打擊：中國需求正在降溫 過去幾年黃金最大的邊際買家之一就是中國。 原因很簡單： 房地產低迷 股市表","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578322071143088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578778843124832,"gmtCreate":1782328387278,"gmtModify":1782328388520,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102283905573500","authorIdStr":"4102283905573500"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578778843124832","repostId":"578274418332472","repostType":1,"repost":{"id":578274418332472,"gmtCreate":1782205257678,"gmtModify":1782294184213,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"[贱笑] 2026年走到年中，市場已經很難再用“科技牛市”這種簡單標籤去描述。當人工智能成爲全球資本、產業與政策共同推動的核心變量之後，上半年的市場表現更像是一場“高波動的加速實驗”：極致上漲、劇烈回撤、快速V形修復，在同一敘事下反覆上演。 如果說2024–2025年是AI的“啓動與擴散”，那麼2026上半年，則是AI的“定價與分歧”階段。 一、AI成爲唯一主線，但過程並不溫和 到2026年中，AI已經不再是“主題投資”，而是“基礎設施級別的宏觀變量”。 資本市場的表現也非常直接： 一邊是算力與存儲鏈條的爆發式增長—— Micron Technology（美光）與 SanDisk（閃迪）受益於內存超級週期，股價與業績出現數倍級別的重估；HBM與高端存儲的供需錯配，使“存儲不再是週期品”，而是AI算力體系的關鍵瓶頸之一。 另一邊，是資本開支的“指數級前置”—— Nvidia 的生態成爲全球算力融資中心，數百億美元級別的融資與訂單預期不斷疊加，使其從芯片公司逐步演變爲“AI基礎設施金融樞紐”。 與此同時，市場對“未來平臺級資產”的追逐也在升溫： SpaceX 的IPO成爲風險資產情緒的放大器，高估值、高預期、高波動三者同時存在。 AI不再只是增長故事，而是一個“資金流重構系統”。 二、上半年的真實特徵：不是牛市，而是“高頻震盪牛市” 表面看，AI資產普遍上漲，但結構上更接近一種“震盪上行的再定價過程”。 核心特徵有三點： 1）贏家極度集中 算力、存儲、先進封裝幾乎成爲唯一的利潤來源。 但這種集中也意味着： 一旦預期稍微偏離 就會出現劇烈回撤 2）波動率系統性擡升 市場不再是“慢牛”，而是： 每一次上漲都伴隨更高的槓桿與更快的回撤 這也是爲什麼即使長期趨勢向上，投資體驗卻非常“折磨”。 3）情緒驅動增強 從內存超級週期到IPO資產再到AI融資潮，市場越來越依","listText":"[贱笑] 2026年走到年中，市場已經很難再用“科技牛市”這種簡單標籤去描述。當人工智能成爲全球資本、產業與政策共同推動的核心變量之後，上半年的市場表現更像是一場“高波動的加速實驗”：極致上漲、劇烈回撤、快速V形修復，在同一敘事下反覆上演。 如果說2024–2025年是AI的“啓動與擴散”，那麼2026上半年，則是AI的“定價與分歧”階段。 一、AI成爲唯一主線，但過程並不溫和 到2026年中，AI已經不再是“主題投資”，而是“基礎設施級別的宏觀變量”。 資本市場的表現也非常直接： 一邊是算力與存儲鏈條的爆發式增長—— Micron Technology（美光）與 SanDisk（閃迪）受益於內存超級週期，股價與業績出現數倍級別的重估；HBM與高端存儲的供需錯配，使“存儲不再是週期品”，而是AI算力體系的關鍵瓶頸之一。 另一邊，是資本開支的“指數級前置”—— Nvidia 的生態成爲全球算力融資中心，數百億美元級別的融資與訂單預期不斷疊加，使其從芯片公司逐步演變爲“AI基礎設施金融樞紐”。 與此同時，市場對“未來平臺級資產”的追逐也在升溫： SpaceX 的IPO成爲風險資產情緒的放大器，高估值、高預期、高波動三者同時存在。 AI不再只是增長故事，而是一個“資金流重構系統”。 二、上半年的真實特徵：不是牛市，而是“高頻震盪牛市” 表面看，AI資產普遍上漲，但結構上更接近一種“震盪上行的再定價過程”。 核心特徵有三點： 1）贏家極度集中 算力、存儲、先進封裝幾乎成爲唯一的利潤來源。 但這種集中也意味着： 一旦預期稍微偏離 就會出現劇烈回撤 2）波動率系統性擡升 市場不再是“慢牛”，而是： 每一次上漲都伴隨更高的槓桿與更快的回撤 這也是爲什麼即使長期趨勢向上，投資體驗卻非常“折磨”。 3）情緒驅動增強 從內存超級週期到IPO資產再到AI融資潮，市場越來越依","text":"[贱笑] 2026年走到年中，市場已經很難再用“科技牛市”這種簡單標籤去描述。當人工智能成爲全球資本、產業與政策共同推動的核心變量之後，上半年的市場表現更像是一場“高波動的加速實驗”：極致上漲、劇烈回撤、快速V形修復，在同一敘事下反覆上演。 如果說2024–2025年是AI的“啓動與擴散”，那麼2026上半年，則是AI的“定價與分歧”階段。 一、AI成爲唯一主線，但過程並不溫和 到2026年中，AI已經不再是“主題投資”，而是“基礎設施級別的宏觀變量”。 資本市場的表現也非常直接： 一邊是算力與存儲鏈條的爆發式增長—— Micron Technology（美光）與 SanDisk（閃迪）受益於內存超級週期，股價與業績出現數倍級別的重估；HBM與高端存儲的供需錯配，使“存儲不再是週期品”，而是AI算力體系的關鍵瓶頸之一。 另一邊，是資本開支的“指數級前置”—— Nvidia 的生態成爲全球算力融資中心，數百億美元級別的融資與訂單預期不斷疊加，使其從芯片公司逐步演變爲“AI基礎設施金融樞紐”。 與此同時，市場對“未來平臺級資產”的追逐也在升溫： SpaceX 的IPO成爲風險資產情緒的放大器，高估值、高預期、高波動三者同時存在。 AI不再只是增長故事，而是一個“資金流重構系統”。 二、上半年的真實特徵：不是牛市，而是“高頻震盪牛市” 表面看，AI資產普遍上漲，但結構上更接近一種“震盪上行的再定價過程”。 核心特徵有三點： 1）贏家極度集中 算力、存儲、先進封裝幾乎成爲唯一的利潤來源。 但這種集中也意味着： 一旦預期稍微偏離 就會出現劇烈回撤 2）波動率系統性擡升 市場不再是“慢牛”，而是： 每一次上漲都伴隨更高的槓桿與更快的回撤 這也是爲什麼即使長期趨勢向上，投資體驗卻非常“折磨”。 3）情緒驅動增強 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2026年走到年中，市場已經很難再用“科技牛市”這種簡單標籤去描述。當人工智能成爲全球資本、產業與政策共同推動的核心變量之後，上半年的市場表現更像是一場“高波動的加速實驗”：極致上漲、劇烈回撤、快速V形修復，在同一敘事下反覆上演。 如果說2024–2025年是AI的“啓動與擴散”，那麼2026上半年，則是AI的“定價與分歧”階段。 一、AI成爲唯一主線，但過程並不溫和 到2026年中，AI已經不再是“主題投資”，而是“基礎設施級別的宏觀變量”。 資本市場的表現也非常直接： 一邊是算力與存儲鏈條的爆發式增長—— Micron Technology（美光）與 SanDisk（閃迪）受益於內存超級週期，股價與業績出現數倍級別的重估；HBM與高端存儲的供需錯配，使“存儲不再是週期品”，而是AI算力體系的關鍵瓶頸之一。 另一邊，是資本開支的“指數級前置”—— Nvidia 的生態成爲全球算力融資中心，數百億美元級別的融資與訂單預期不斷疊加，使其從芯片公司逐步演變爲“AI基礎設施金融樞紐”。 與此同時，市場對“未來平臺級資產”的追逐也在升溫： SpaceX 的IPO成爲風險資產情緒的放大器，高估值、高預期、高波動三者同時存在。 AI不再只是增長故事，而是一個“資金流重構系統”。 二、上半年的真實特徵：不是牛市，而是“高頻震盪牛市” 表面看，AI資產普遍上漲，但結構上更接近一種“震盪上行的再定價過程”。 核心特徵有三點： 1）贏家極度集中 算力、存儲、先進封裝幾乎成爲唯一的利潤來源。 但這種集中也意味着： 一旦預期稍微偏離 就會出現劇烈回撤 2）波動率系統性擡升 市場不再是“慢牛”，而是： 每一次上漲都伴隨更高的槓桿與更快的回撤 這也是爲什麼即使長期趨勢向上，投資體驗卻非常“折磨”。 3）情緒驅動增強 從內存超級週期到IPO資產再到AI融資潮，市場越來越依","listText":"[贱笑] 2026年走到年中，市場已經很難再用“科技牛市”這種簡單標籤去描述。當人工智能成爲全球資本、產業與政策共同推動的核心變量之後，上半年的市場表現更像是一場“高波動的加速實驗”：極致上漲、劇烈回撤、快速V形修復，在同一敘事下反覆上演。 如果說2024–2025年是AI的“啓動與擴散”，那麼2026上半年，則是AI的“定價與分歧”階段。 一、AI成爲唯一主線，但過程並不溫和 到2026年中，AI已經不再是“主題投資”，而是“基礎設施級別的宏觀變量”。 資本市場的表現也非常直接： 一邊是算力與存儲鏈條的爆發式增長—— Micron Technology（美光）與 SanDisk（閃迪）受益於內存超級週期，股價與業績出現數倍級別的重估；HBM與高端存儲的供需錯配，使“存儲不再是週期品”，而是AI算力體系的關鍵瓶頸之一。 另一邊，是資本開支的“指數級前置”—— Nvidia 的生態成爲全球算力融資中心，數百億美元級別的融資與訂單預期不斷疊加，使其從芯片公司逐步演變爲“AI基礎設施金融樞紐”。 與此同時，市場對“未來平臺級資產”的追逐也在升溫： SpaceX 的IPO成爲風險資產情緒的放大器，高估值、高預期、高波動三者同時存在。 AI不再只是增長故事，而是一個“資金流重構系統”。 二、上半年的真實特徵：不是牛市，而是“高頻震盪牛市” 表面看，AI資產普遍上漲，但結構上更接近一種“震盪上行的再定價過程”。 核心特徵有三點： 1）贏家極度集中 算力、存儲、先進封裝幾乎成爲唯一的利潤來源。 但這種集中也意味着： 一旦預期稍微偏離 就會出現劇烈回撤 2）波動率系統性擡升 市場不再是“慢牛”，而是： 每一次上漲都伴隨更高的槓桿與更快的回撤 這也是爲什麼即使長期趨勢向上，投資體驗卻非常“折磨”。 3）情緒驅動增強 從內存超級週期到IPO資產再到AI融資潮，市場越來越依","text":"[贱笑] 2026年走到年中，市場已經很難再用“科技牛市”這種簡單標籤去描述。當人工智能成爲全球資本、產業與政策共同推動的核心變量之後，上半年的市場表現更像是一場“高波動的加速實驗”：極致上漲、劇烈回撤、快速V形修復，在同一敘事下反覆上演。 如果說2024–2025年是AI的“啓動與擴散”，那麼2026上半年，則是AI的“定價與分歧”階段。 一、AI成爲唯一主線，但過程並不溫和 到2026年中，AI已經不再是“主題投資”，而是“基礎設施級別的宏觀變量”。 資本市場的表現也非常直接： 一邊是算力與存儲鏈條的爆發式增長—— Micron Technology（美光）與 SanDisk（閃迪）受益於內存超級週期，股價與業績出現數倍級別的重估；HBM與高端存儲的供需錯配，使“存儲不再是週期品”，而是AI算力體系的關鍵瓶頸之一。 另一邊，是資本開支的“指數級前置”—— Nvidia 的生態成爲全球算力融資中心，數百億美元級別的融資與訂單預期不斷疊加，使其從芯片公司逐步演變爲“AI基礎設施金融樞紐”。 與此同時，市場對“未來平臺級資產”的追逐也在升溫： SpaceX 的IPO成爲風險資產情緒的放大器，高估值、高預期、高波動三者同時存在。 AI不再只是增長故事，而是一個“資金流重構系統”。 二、上半年的真實特徵：不是牛市，而是“高頻震盪牛市” 表面看，AI資產普遍上漲，但結構上更接近一種“震盪上行的再定價過程”。 核心特徵有三點： 1）贏家極度集中 算力、存儲、先進封裝幾乎成爲唯一的利潤來源。 但這種集中也意味着： 一旦預期稍微偏離 就會出現劇烈回撤 2）波動率系統性擡升 市場不再是“慢牛”，而是： 每一次上漲都伴隨更高的槓桿與更快的回撤 這也是爲什麼即使長期趨勢向上，投資體驗卻非常“折磨”。 3）情緒驅動增強 從內存超級週期到IPO資產再到AI融資潮，市場越來越依","images":[{"img":"https://community-static.tradeup.com/news/3ec0d576f461250f09a54b3405ca02d4","width":"831","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578274418332472","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578779386286080,"gmtCreate":1782328359173,"gmtModify":1782328360374,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102283905573500","authorIdStr":"4102283905573500"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578779386286080","repostId":"578273905947376","repostType":1,"repost":{"id":578273905947376,"gmtCreate":1782205028969,"gmtModify":1782294189217,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"HBM4點火：三星10億美元里程碑背後的AI內存戰爭加速升級","htmlText":"[财迷] 在AI算力進入“工業級擴張”的2026年，存儲芯片不再只是配角，而是決定整個AI基礎設施性能上限的核心變量。 而就在這一輪AI硬件競賽中，三星HBM4用一個極具衝擊力的數據，正式宣告進入“爆發期”——量產僅4個月，收入突破10億美元。 這不僅是一次產品成功，更可能是下一輪半導體週期的關鍵轉折點。 一、4個月10億美元：HBM4商業化速度刷新行業認知 根據韓國芯片行業消息，三星電子第六代高帶寬內存HBM4在今年2月12日全球率先實現量產出貨後，僅用四個多月時間，銷售額就突破10億美元，創下存儲行業罕見的商業化速度紀錄。 更關鍵的是，這一增長並非“試探性出貨”，而是典型的供給受限型爆發： 現有HBM4產能已被客戶全部預訂 部分訂單已出現“排隊鎖產能”現象 第三季度起，HBM4將佔三星HBM整體銷售的一半以上 預計6月底累計收入可能突破12億美元 換句話說，這不是“賣得好”，而是“根本不夠賣”。 二、HBM4爲何成爲AI芯片鏈的“新瓶頸核心” HBM（High Bandwidth Memory，高帶寬內存）之所以突然站上產業C位，本質原因只有一個： AI算力正在被“內存帶寬”卡住。 過去GPU競爭是算力（TOPS）的競爭，但在大模型時代，瓶頸已經變成： 數據搬運速度 顯存帶寬 功耗效率 3D堆疊密度 HBM4相較上一代HBM3E，不只是升級，而是結構性躍遷： 帶寬進一步提升（適配新一代AI GPU） 能效優化（單位算力功耗下降） 更高堆疊層數與封裝複雜度 更強定製能力（適配不同AI芯片架構） 因此，HBM4不再是“升級零件”，而是AI系統的“心臟級組件”。 三、三星的關鍵轉折：從追趕者變成供應鏈核心玩家 在HBM領域，長期以來的格局是： SK海力士：技術領先 美光：第二梯隊 三星：份額波動較大 但HBM4階段出現了一個關鍵變化： 1. 三星率先量產","listText":"[财迷] 在AI算力進入“工業級擴張”的2026年，存儲芯片不再只是配角，而是決定整個AI基礎設施性能上限的核心變量。 而就在這一輪AI硬件競賽中，三星HBM4用一個極具衝擊力的數據，正式宣告進入“爆發期”——量產僅4個月，收入突破10億美元。 這不僅是一次產品成功，更可能是下一輪半導體週期的關鍵轉折點。 一、4個月10億美元：HBM4商業化速度刷新行業認知 根據韓國芯片行業消息，三星電子第六代高帶寬內存HBM4在今年2月12日全球率先實現量產出貨後，僅用四個多月時間，銷售額就突破10億美元，創下存儲行業罕見的商業化速度紀錄。 更關鍵的是，這一增長並非“試探性出貨”，而是典型的供給受限型爆發： 現有HBM4產能已被客戶全部預訂 部分訂單已出現“排隊鎖產能”現象 第三季度起，HBM4將佔三星HBM整體銷售的一半以上 預計6月底累計收入可能突破12億美元 換句話說，這不是“賣得好”，而是“根本不夠賣”。 二、HBM4爲何成爲AI芯片鏈的“新瓶頸核心” HBM（High Bandwidth Memory，高帶寬內存）之所以突然站上產業C位，本質原因只有一個： AI算力正在被“內存帶寬”卡住。 過去GPU競爭是算力（TOPS）的競爭，但在大模型時代，瓶頸已經變成： 數據搬運速度 顯存帶寬 功耗效率 3D堆疊密度 HBM4相較上一代HBM3E，不只是升級，而是結構性躍遷： 帶寬進一步提升（適配新一代AI GPU） 能效優化（單位算力功耗下降） 更高堆疊層數與封裝複雜度 更強定製能力（適配不同AI芯片架構） 因此，HBM4不再是“升級零件”，而是AI系統的“心臟級組件”。 三、三星的關鍵轉折：從追趕者變成供應鏈核心玩家 在HBM領域，長期以來的格局是： SK海力士：技術領先 美光：第二梯隊 三星：份額波動較大 但HBM4階段出現了一個關鍵變化： 1. 三星率先量產","text":"[财迷] 在AI算力進入“工業級擴張”的2026年，存儲芯片不再只是配角，而是決定整個AI基礎設施性能上限的核心變量。 而就在這一輪AI硬件競賽中，三星HBM4用一個極具衝擊力的數據，正式宣告進入“爆發期”——量產僅4個月，收入突破10億美元。 這不僅是一次產品成功，更可能是下一輪半導體週期的關鍵轉折點。 一、4個月10億美元：HBM4商業化速度刷新行業認知 根據韓國芯片行業消息，三星電子第六代高帶寬內存HBM4在今年2月12日全球率先實現量產出貨後，僅用四個多月時間，銷售額就突破10億美元，創下存儲行業罕見的商業化速度紀錄。 更關鍵的是，這一增長並非“試探性出貨”，而是典型的供給受限型爆發： 現有HBM4產能已被客戶全部預訂 部分訂單已出現“排隊鎖產能”現象 第三季度起，HBM4將佔三星HBM整體銷售的一半以上 預計6月底累計收入可能突破12億美元 換句話說，這不是“賣得好”，而是“根本不夠賣”。 二、HBM4爲何成爲AI芯片鏈的“新瓶頸核心” HBM（High Bandwidth Memory，高帶寬內存）之所以突然站上產業C位，本質原因只有一個： AI算力正在被“內存帶寬”卡住。 過去GPU競爭是算力（TOPS）的競爭，但在大模型時代，瓶頸已經變成： 數據搬運速度 顯存帶寬 功耗效率 3D堆疊密度 HBM4相較上一代HBM3E，不只是升級，而是結構性躍遷： 帶寬進一步提升（適配新一代AI GPU） 能效優化（單位算力功耗下降） 更高堆疊層數與封裝複雜度 更強定製能力（適配不同AI芯片架構） 因此，HBM4不再是“升級零件”，而是AI系統的“心臟級組件”。 三、三星的關鍵轉折：從追趕者變成供應鏈核心玩家 在HBM領域，長期以來的格局是： SK海力士：技術領先 美光：第二梯隊 三星：份額波動較大 但HBM4階段出現了一個關鍵變化： 1. 三星率先量產","images":[{"img":"https://community-static.tradeup.com/news/6d059f85f3e57f7612d3c57bda3aed5a","width":"588","height":"330"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578273905947376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578779149448144,"gmtCreate":1782328346193,"gmtModify":1782328347594,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102283905573500","authorIdStr":"4102283905573500"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578779149448144","repostId":"578264897724688","repostType":1,"repost":{"id":578264897724688,"gmtCreate":1782202934109,"gmtModify":1782294205789,"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137112450961772","authorIdStr":"4137112450961772"},"themes":[],"title":"","htmlText":"SpaceX今天跌16%，SPCX跌到155，RKLB被拖累跌6%。 沒有持倉的人，可以先看戲。有持倉的人，現在是最不該割肉的位置。 新股上市兩週，從210砸到155，把IPO溢價幾乎吐完。空頭現在喊“還有50%下行空間”，是因爲他們做空了，當然喊。但你看看真實的賣壓——首日追高的人已經認虧出局，恐慌盤已經釋放了兩輪，現在割肉的人和首日割肉的人是同一批。真正的大資金，進場的節奏不是砸到155才追着砍，是等着接那些割肉盤。 155能不能接？如果你打算持有三個月以上，155可以開始建第一筆。如果你只是想做短線，這個位置不值得，波動還沒結束。 RKLB更是如此，SPCX暴跌它跟着跌，不是因爲基本面變了，是因爲情緒拖累。SPCX見底的時候，RKLB會彈得比它快。 短線想賭反彈的，等SPCX站回170以上再說。長線想拿的，155以下分批買，別一把打滿。至於RKLB，90以下比SPCX的155安全邊際更高。剩下的，是耐心活。","listText":"SpaceX今天跌16%，SPCX跌到155，RKLB被拖累跌6%。 沒有持倉的人，可以先看戲。有持倉的人，現在是最不該割肉的位置。 新股上市兩週，從210砸到155，把IPO溢價幾乎吐完。空頭現在喊“還有50%下行空間”，是因爲他們做空了，當然喊。但你看看真實的賣壓——首日追高的人已經認虧出局，恐慌盤已經釋放了兩輪，現在割肉的人和首日割肉的人是同一批。真正的大資金，進場的節奏不是砸到155才追着砍，是等着接那些割肉盤。 155能不能接？如果你打算持有三個月以上，155可以開始建第一筆。如果你只是想做短線，這個位置不值得，波動還沒結束。 RKLB更是如此，SPCX暴跌它跟着跌，不是因爲基本面變了，是因爲情緒拖累。SPCX見底的時候，RKLB會彈得比它快。 短線想賭反彈的，等SPCX站回170以上再說。長線想拿的，155以下分批買，別一把打滿。至於RKLB，90以下比SPCX的155安全邊際更高。剩下的，是耐心活。","text":"SpaceX今天跌16%，SPCX跌到155，RKLB被拖累跌6%。 沒有持倉的人，可以先看戲。有持倉的人，現在是最不該割肉的位置。 新股上市兩週，從210砸到155，把IPO溢價幾乎吐完。空頭現在喊“還有50%下行空間”，是因爲他們做空了，當然喊。但你看看真實的賣壓——首日追高的人已經認虧出局，恐慌盤已經釋放了兩輪，現在割肉的人和首日割肉的人是同一批。真正的大資金，進場的節奏不是砸到155才追着砍，是等着接那些割肉盤。 155能不能接？如果你打算持有三個月以上，155可以開始建第一筆。如果你只是想做短線，這個位置不值得，波動還沒結束。 RKLB更是如此，SPCX暴跌它跟着跌，不是因爲基本面變了，是因爲情緒拖累。SPCX見底的時候，RKLB會彈得比它快。 短線想賭反彈的，等SPCX站回170以上再說。長線想拿的，155以下分批買，別一把打滿。至於RKLB，90以下比SPCX的155安全邊際更高。剩下的，是耐心活。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578264897724688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578779198980792,"gmtCreate":1782328338666,"gmtModify":1782328341407,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102283905573500","authorIdStr":"4102283905573500"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578779198980792","repostId":"578264227456064","repostType":1,"repost":{"id":578264227456064,"gmtCreate":1782202768505,"gmtModify":1782294210469,"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137112450961772","authorIdStr":"4137112450961772"},"themes":[],"title":"","htmlText":"表面看是“AI吃軟件”，實質是資金在重新定價軟件資產的護城河。 谷歌跌5%，Oracle、Fastly、Rapid7這些也跟着崩，市場在說一句話：如果AI能直接生成應用、替代SaaS工具，那傳統軟件公司的估值憑什麼還那麼高？ 但谷歌和那些純SaaS公司不一樣。 它的搜索廣告業務是現金牛，AI對它的威脅是“蠶食”，不是“替代”。用戶用AI直接獲取信息，確實會減少點擊廣告的次數，但這個過程是以年爲單位的。谷歌的雲業務還在增長，AI的投入也在加速。340的谷歌，PE不到20倍，在Mag7裏算便宜的。 這次的恐慌，更像是“AI替代軟件”這個敘事引發的連鎖反應，而不是基本面出了大問題。 市場在給軟件行業重新定價，但谷歌的基本盤依然穩固。只要搜索和廣告業務不崩，340的谷歌就是被錯殺的。真正的問題是那些純SaaS公司——它們纔是被AI直接替代的對象。它們的估值重置纔剛剛開始。 如果你在場外，340的谷歌可以慢慢建倉，不用急，這個位置已經是安全邊際區了。 如果你手裏有大量軟件股，先看自己拿的是什麼——谷歌可以扛，那些純SaaS、故事型的票，該砍就砍。AI替代軟件不是一天發生的事，但估值重置已經在路上了。","listText":"表面看是“AI吃軟件”，實質是資金在重新定價軟件資產的護城河。 谷歌跌5%，Oracle、Fastly、Rapid7這些也跟着崩，市場在說一句話：如果AI能直接生成應用、替代SaaS工具，那傳統軟件公司的估值憑什麼還那麼高？ 但谷歌和那些純SaaS公司不一樣。 它的搜索廣告業務是現金牛，AI對它的威脅是“蠶食”，不是“替代”。用戶用AI直接獲取信息，確實會減少點擊廣告的次數，但這個過程是以年爲單位的。谷歌的雲業務還在增長，AI的投入也在加速。340的谷歌，PE不到20倍，在Mag7裏算便宜的。 這次的恐慌，更像是“AI替代軟件”這個敘事引發的連鎖反應，而不是基本面出了大問題。 市場在給軟件行業重新定價，但谷歌的基本盤依然穩固。只要搜索和廣告業務不崩，340的谷歌就是被錯殺的。真正的問題是那些純SaaS公司——它們纔是被AI直接替代的對象。它們的估值重置纔剛剛開始。 如果你在場外，340的谷歌可以慢慢建倉，不用急，這個位置已經是安全邊際區了。 如果你手裏有大量軟件股，先看自己拿的是什麼——谷歌可以扛，那些純SaaS、故事型的票，該砍就砍。AI替代軟件不是一天發生的事，但估值重置已經在路上了。","text":"表面看是“AI吃軟件”，實質是資金在重新定價軟件資產的護城河。 谷歌跌5%，Oracle、Fastly、Rapid7這些也跟着崩，市場在說一句話：如果AI能直接生成應用、替代SaaS工具，那傳統軟件公司的估值憑什麼還那麼高？ 但谷歌和那些純SaaS公司不一樣。 它的搜索廣告業務是現金牛，AI對它的威脅是“蠶食”，不是“替代”。用戶用AI直接獲取信息，確實會減少點擊廣告的次數，但這個過程是以年爲單位的。谷歌的雲業務還在增長，AI的投入也在加速。340的谷歌，PE不到20倍，在Mag7裏算便宜的。 這次的恐慌，更像是“AI替代軟件”這個敘事引發的連鎖反應，而不是基本面出了大問題。 市場在給軟件行業重新定價，但谷歌的基本盤依然穩固。只要搜索和廣告業務不崩，340的谷歌就是被錯殺的。真正的問題是那些純SaaS公司——它們纔是被AI直接替代的對象。它們的估值重置纔剛剛開始。 如果你在場外，340的谷歌可以慢慢建倉，不用急，這個位置已經是安全邊際區了。 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href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$ </a> 我持續買入TQQQ的理由 一、核心論點：十六年分割八次的「隱性股皇」 坊間有一種說法：這類三倍槓桿ETF波動太大，只適合短線操作，不宜長期持有。 我曾經也篤信這個說法，直到完成一項研究後，發現了一個驚人的事實：一眾專家不斷看淡、不鼓勵客戶長揸的TQQQ，竟然比相對穩健的QQQ更值得長期持有。 支撐我這一論點的，從不是臆測與主觀感受，而是十六年間八次分割的真實數據記錄。 值得強調的是，TQQQ每次分割時，股價均處於自然高位（最低也在一百美元以上），相關機構為避免投資門檻過高、影響流通量，才主動進行分拆，並非為了分拆而分拆。「兩年倍翻的隱性股皇」這一稱號，TQQQ當之無愧。 若十六年前買入一股TQQQ，期間不做任何操作，今天你將持有256股。（按：TQQQ歷史分割包括7次1拆2及1次1拆3，若嚴格計算，初始1股經分割後實際股數會超過256股，此處以2^8簡化說明複利效果） 這不是魔法，而是複利的強大力量。TQQQ用十六年的歷史清晰告訴我們：它不僅不是「不宜長揸」，反而是愈長揸、愈強大的「隱性股皇」。 我離經叛道、直言不諱，不是為了「語不驚人死不休」，更不是為了反駁專家來抬高自己，核心原因只有一個——數字不會騙人。 二、最新發現：月供TQQQ的隱藏優勢 如果你對TQQQ或股票投資還沒有太多概念，但仍想參與其中，我有一個鮮為人知的祕訣分享給你： 你可以考慮開一個「月供股票」計劃（需接受風險評估）。 根據老虎證券的數據顯示，月供計劃的長期回報差異十分明顯： | 月供計劃 | 5年回報率 | | --- | --- | | TQQQ | 58.73% | | QQQ | 40.39% | 毫無懸念，TQQQ再次爆冷——完勝其「穩","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$ </a> 我持續買入TQQQ的理由 一、核心論點：十六年分割八次的「隱性股皇」 坊間有一種說法：這類三倍槓桿ETF波動太大，只適合短線操作，不宜長期持有。 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Holdings(GRAB)$","images":[{"img":"https://community-static.tradeup.com/news/01ede000b82252e813be603c8fcf142e","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/268488792957200","isVote":1,"tweetType":1,"viewCount":3589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015627743,"gmtCreate":1649475588140,"gmtModify":1676534518789,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102283905573500","idStr":"4102283905573500"},"themes":[],"title":"","htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015627743","repostId":"1190790430","repostType":4,"repost":{"id":"1190790430","kind":"news","pubTimestamp":1649475041,"share":"https://ttm.financial/m/news/1190790430?lang=en_US&edition=fundamental","pubTime":"2022-04-09 11:30","market":"us","language":"zh","title":"How Nvidia became a giant in the chip industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1190790430","media":"半导体行业观察","summary":"可以明确的说，英伟达已经成为芯片行业的巨头。除了内容创建外，该公司还在游戏图形芯片和显卡的开发方面处于领先地位，如今它已成为地球上最杰出的人工智能处理公司之一。英伟达由 Jensen Huang（公司","content":"<p><html><head></head><body>It can be clearly said that Nvidia has become a giant in the chip industry. In addition to content creation, the company has also led the way in the development of gaming graphics chips and graphics cards, and today it is one of the most prominent AI processing companies on the planet.</p><p>Nvidia was founded in 1993 by Jensen Huang (the company's current CEO), Chris Malachowsky, and Curtis Priem, who didn't expect the silicon they were making to end up being chosen for supercomputers at facilities including the Department of Energy's Los Alamos National Laboratory.</p><p>The company, which initially focused on gaming and entertainment products, introduced its first chip, the NV1, in 1995. While it wasn't a huge success, it did put Nvidia on the map of video game maker Sega. Sega had initially considered using Nvidia's NV2 chip in the Dreamcast console, but then dropped it.</p><p>In 1996, Nvidia introduced the first Microsoft DirectX driver, a software specifically designed to render 3D graphics on PCs with windows operating systems. The following year, the company launched its first hot-seller, the NV3, also known as the Riva 128. Nvidia then sold as many as 1 million units of the card in its first four months on the market, generating revenue for future product research and development.</p><p>In January 1999, Nvidia went public at $12 a share, and by 2000, Nvidia's market position was strong enough to gobble up former rival 3DFX. That same year, Microsoft chose the chip giant to provide graphics cards for its first Xbox console.</p><p>Eventually, Nvidia's image processing capabilities went beyond gaming. In 2003, the company not only partnered with Blizzard to launch the hugely popular \"World of Warcraft,\" but also partnered with NASA to create realistic simulations of Mars.</p><p>In 2005, when Sony selected Nvidia to provide graphics cards for its PlayStation 3, Nvidia continued to work with console makers. Five years later, Nvidia became Audi's supplier of graphics chips, providing interfaces to various Audi models. In 2015, the company introduced Nvidia Drive chips for Drive assistance systems.</p><p>In 2016, Nvidia launched its DGX-1 server for AI applications, making its full foray into the field of artificial intelligence. Since then, the company has continued to invest in artificial intelligence. Nvidia's shares were unchanged from a year earlier, rising from $7.40 a share in 2016 to $70.25 at the end of 2018, thanks to its data center products and graphics cards for crypto mining.</p><p>Two years later, Nvidia launched its RTX platform, bringing real-time ray tracing technology to gaming and digital imagery. This technology makes the light in graphic applications look as realistic as it does in real life, greatly improving immersion.</p><p><img src=\"https://static.tigerbbs.com/1386043a0f47bcb46fc287b12a10f6f2\" tg-width=\"967\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p>Today, Nvidia continues to offer graphics cards for gaming PCs and consoles worldwide. But it's so much more than that. In March 2022, the company debuted discrete CPUs for data centers and announced that it would use a version of its metaverse called Omniverse to better understand climate change.</p><p>Although the global chip shortage has made it difficult for consumers to obtain new Invidas, they remain one of the most sought after products on the market.</p><p>However, Nvidia is not the only manufacturer in the graphics chip market. AMD has its own robust line of Radeon chips, and Intel is developing its own discrete graphics cards for laptops and desktops, putting further pressure on Nvidia to continue its leading position in graphics technology.</p><p>Still, for a company that has gone from three engineers working on graphics cards to thousands of employees working on chips for future artificial intelligence supercomputers, Nvidia is a leader in the field.</p><p></body></html></p>","source":"bdthygc","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>How Nvidia became a giant in the chip industry</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHow Nvidia became a giant in the chip industry\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">半导体行业观察</strong><span class=\"h-time small\">2022-04-09 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It can be clearly said that Nvidia has become a giant in the chip industry. In addition to content creation, the company has also led the way in the development of gaming graphics chips and graphics cards, and today it is one of the most prominent AI processing companies on the planet.</p><p>Nvidia was founded in 1993 by Jensen Huang (the company's current CEO), Chris Malachowsky, and Curtis Priem, who didn't expect the silicon they were making to end up being chosen for supercomputers at facilities including the Department of Energy's Los Alamos National Laboratory.</p><p>The company, which initially focused on gaming and entertainment products, introduced its first chip, the NV1, in 1995. While it wasn't a huge success, it did put Nvidia on the map of video game maker Sega. Sega had initially considered using Nvidia's NV2 chip in the Dreamcast console, but then dropped it.</p><p>In 1996, Nvidia introduced the first Microsoft DirectX driver, a software specifically designed to render 3D graphics on PCs with windows operating systems. The following year, the company launched its first hot-seller, the NV3, also known as the Riva 128. Nvidia then sold as many as 1 million units of the card in its first four months on the market, generating revenue for future product research and development.</p><p>In January 1999, Nvidia went public at $12 a share, and by 2000, Nvidia's market position was strong enough to gobble up former rival 3DFX. That same year, Microsoft chose the chip giant to provide graphics cards for its first Xbox console.</p><p>Eventually, Nvidia's image processing capabilities went beyond gaming. In 2003, the company not only partnered with Blizzard to launch the hugely popular \"World of Warcraft,\" but also partnered with NASA to create realistic simulations of Mars.</p><p>In 2005, when Sony selected Nvidia to provide graphics cards for its PlayStation 3, Nvidia continued to work with console makers. Five years later, Nvidia became Audi's supplier of graphics chips, providing interfaces to various Audi models. In 2015, the company introduced Nvidia Drive chips for Drive assistance systems.</p><p>In 2016, Nvidia launched its DGX-1 server for AI applications, making its full foray into the field of artificial intelligence. Since then, the company has continued to invest in artificial intelligence. Nvidia's shares were unchanged from a year earlier, rising from $7.40 a share in 2016 to $70.25 at the end of 2018, thanks to its data center products and graphics cards for crypto mining.</p><p>Two years later, Nvidia launched its RTX platform, bringing real-time ray tracing technology to gaming and digital imagery. This technology makes the light in graphic applications look as realistic as it does in real life, greatly improving immersion.</p><p><img src=\"https://static.tigerbbs.com/1386043a0f47bcb46fc287b12a10f6f2\" tg-width=\"967\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p>Today, Nvidia continues to offer graphics cards for gaming PCs and consoles worldwide. But it's so much more than that. In March 2022, the company debuted discrete CPUs for data centers and announced that it would use a version of its metaverse called Omniverse to better understand climate change.</p><p>Although the global chip shortage has made it difficult for consumers to obtain new Invidas, they remain one of the most sought after products on the market.</p><p>However, Nvidia is not the only manufacturer in the graphics chip market. AMD has its own robust line of Radeon chips, and Intel is developing its own discrete graphics cards for laptops and desktops, putting further pressure on Nvidia to continue its leading position in graphics technology.</p><p>Still, for a company that has gone from three engineers working on graphics cards to thousands of employees working on chips for future artificial intelligence supercomputers, Nvidia is a leader in the field.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/5GlF5Ysp8Q3pdu3MnbFAhg\">半导体行业观察</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1386043a0f47bcb46fc287b12a10f6f2","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/5GlF5Ysp8Q3pdu3MnbFAhg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190790430","content_text":"可以明确的说，英伟达已经成为芯片行业的巨头。除了内容创建外，该公司还在游戏图形芯片和显卡的开发方面处于领先地位，如今它已成为地球上最杰出的人工智能处理公司之一。英伟达由 Jensen Huang（公司现任 CEO）、Chris Malachowsky 和 Curtis Priem 于 1993 年创立，他们没有想到他们正在制造的硅最终会被选择用于包括能源部洛斯阿拉莫斯国家实验室(Los Alamos National Laboratory)在内的设施的超级计算机。这家最初专注于游戏和娱乐产品的公司，在1995年推出了它的第一个芯片NV1。虽然它并没有取得巨大成功，但它确实让英伟达进入了视频游戏制造商世嘉(Sega)的版图。世嘉最初曾考虑在Dreamcast游戏机中使用英伟达的NV2芯片，但后来放弃了。1996年，英伟达推出了首款微软(Microsoft)DirectX驱动程序，这是一款专门用于在windows操作系统的个人电脑上渲染3D图形的软件。第二年，该公司推出了第一款热销产品NV3，也被称为Riva 128。随后，英伟达在这款卡上市的头四个月里卖出了多达100万台，为未来产品的研发创造了收入。1999年1月，英伟达以每股12美元的价格上市，到2000年，英伟达的市场地位强大到足以吞噬前竞争对手3DFX。同年，微软选择这家芯片巨头来为其首款Xbox游戏机提供显卡。最终，英伟达的图像处理能力超越了游戏领域。2003年，该公司不仅与暴雪合作推出了大受欢迎的“魔兽世界”，还与美国宇航局合作创造了逼真的火星模拟。2005年，当索尼选择英伟达为其PlayStation3提供显卡时，英伟达继续与游戏机制造商合作。五年后，英伟达成为奥迪的图形芯片供应商，为奥迪的各种车型提供接口。2015年，该公司推出了用于驱动辅助系统的Nvidia Drive芯片。2016年，英伟达推出了用于人工智能应用的DGX-1服务器，全面进军人工智能领域。从那以后，该公司继续在人工智能方面投入资金。英伟达的股价与去年同期持平，从2016年的每股7.40美元上涨到2018年底的70.25美元，这要归功于其数据中心产品和加密挖矿的显卡。两年后，英伟达推出了RTX平台，将实时光线追踪技术引入游戏和数字图像领域。这项技术使得图形应用中的光线看起来和现实生活一样逼真，极大地提高了沉浸感。如今，英伟达继续在全球范围内为游戏PC和游戏机提供显卡。但它远不止于此。2022年3月，该公司首次推出了用于数据中心的离散CPU，并宣布将使用其名为Omniverse的元宇宙版本来更好地理解气候变化。尽管全球芯片短缺令消费者难以获得新的英伟达卡，但它们仍是市场上最受追捧的产品之一。然而，英伟达并不是图形芯片市场上唯一的厂商。AMD拥有自己强大的Radeon芯片系列，英特尔(Intel)也在开发自己的笔记本电脑和台式机分立显卡，这给英伟达带来了进一步的压力，迫使其继续保持在显卡技术领域的领先地位。尽管如此，对于一家从三个工程师研发显卡，到数千名员工研发未来人工智能超级计算机的芯片的公司来说，英伟达仍是这一领域的佼佼者。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097918119,"gmtCreate":1645315238436,"gmtModify":1676534017060,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102283905573500","idStr":"4102283905573500"},"themes":[],"title":"","htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097918119","repostId":"1153997603","repostType":2,"isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099261921,"gmtCreate":1643368511180,"gmtModify":1676533811926,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102283905573500","idStr":"4102283905573500"},"themes":[],"title":"","htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099261921","repostId":"1181284641","repostType":4,"repost":{"id":"1181284641","kind":"news","pubTimestamp":1643367799,"share":"https://ttm.financial/m/news/1181284641?lang=en_US&edition=fundamental","pubTime":"2022-01-28 19:03","market":"us","language":"en","title":"Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney","url":"https://stock-news.laohu8.com/highlight/detail?id=1181284641","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc","content":"<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney</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; 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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\">\nCathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 19:03 GMT+8 <a href=https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181284641","content_text":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm sold 2,171 shares — estimated to be worth $839,525— in Netflix on the day shares of the company closed 7.5% higher at $386.7 a share. The stock is down 35.3% year-to-date.With the latest sale, Ark Invest owns a little over 100 shares in the video streaming giant.The St. Petersburg, Florida-based Ark Invest sold shares in the video streaming company via the Ark Space Exploration & Innovation ETF(BATS:ARKX). No other Ark Invest ETF currently owns shares in Netflix.ARKX held 2,274 shares — worth $817,957 — in Netflix, prior to Thursday’s trade.Netflix stock plummeted last week after fourth quarter results missed subscriber growth expectations slightly, and the company guided to much lower growth in the first quarter.The money managing firm also sold 32,249 shares— estimated to be worth $4.36 million— in media and entertainment company Walt Disney.Disney shares closed 1.36% higher at $135.4 a share on Thursday. The stock is down 13.6% so far this year.Ark Invest has been selling shares in Walt Disney since November. Just last month, the firm lowered its exposure in Walt Disney by 25%.Wood’s firm first bought shares in Walt Disney in May last year when analysts pointed to benefits from the reopening of theme parks after governments across the world doubled down on COVID-19 vaccination efforts.The investment company owns Walt Disney shares via the Ark Next Generation Internet ETF and no other Ark ETF has an exposure to the stock.Ark Invest held a total of 240,163 shares — worth about $32 million — in Walt Disney stock, ahead of Thursday’s trade.","news_type":1,"symbols_score_info":{"DIS":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
