新加坡1_11 personal page - To The Moon

新加坡1_11

新加坡1_11

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2024-12-19

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2024-11-29

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Scaling Law失效！英伟达与AI热潮面临瓶颈

2024-11-28

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2024-09-19

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2024-05-28

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2024-05-28

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2024-05-28

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2024-03-03

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小鹏汽车：小鹏G6全系车型限时优惠2万元

2024-01-31

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Live Streaming: Exploring the Growth Potential of China's Biotech and Medtech Sectors

2023-11-14

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2023-07-08

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2023-07-08

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2023-07-08

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2023-04-14

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2023-04-14

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2023-04-14

2023-04-13

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2023-04-12

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the AI boom face a scaling problem》","content":"<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></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>Scaling Law失效！英伟达与AI热潮面临瓶颈</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nScaling Law失效！英伟达与AI热潮面临瓶颈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-29 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196155252","content_text":"将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解推动 英伟达成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375863086911568,"gmtCreate":1732781533702,"gmtModify":1732862559531,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"<a 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Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":351128489951432,"gmtCreate":1726747218132,"gmtModify":1726747220008,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WGS\">$GeneDx Holdings(WGS)$</a> Nice","listText":"<a href=\"https://ttm.financial/S/WGS\">$GeneDx Holdings(WGS)$</a> Nice","text":"$GeneDx Holdings(WGS)$ Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351128489951432","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310845259391000,"gmtCreate":1716895560317,"gmtModify":1716895563584,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[呆住][呆住][呆住]","listText":"[呆住][呆住][呆住]","text":"[呆住][呆住][呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310845259391000","repostId":"310845077397664","repostType":1,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310823186645024,"gmtCreate":1716890199137,"gmtModify":1716890201146,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[呆住][呆住][呆住]","listText":"[呆住][呆住][呆住]","text":"[呆住][呆住][呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310823186645024","repostId":"310823253217520","repostType":1,"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310820456497392,"gmtCreate":1716889433967,"gmtModify":1716889437252,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[呆住][呆住][呆住]","listText":"[呆住][呆住][呆住]","text":"[呆住][呆住][呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310820456497392","repostId":"310820153471072","repostType":1,"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280305855946760,"gmtCreate":1709444618578,"gmtModify":1709444621413,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280305855946760","repostId":"1153927485","repostType":2,"repost":{"id":"1153927485","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":1709436552,"share":"https://ttm.financial/m/news/1153927485?lang=&edition=fundamental","pubTime":"2024-03-03 11:29","market":"hk","language":"zh","title":"小鹏汽车：小鹏G6全系车型限时优惠2万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1153927485","media":"老虎资讯综合","summary":"3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。","content":"<html><head></head><body><p>3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8cb1b9c69c889e03ed7e8621e089ab1\" tg-width=\"769\" tg-height=\"945\"/></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>小鹏汽车：小鹏G6全系车型限时优惠2万元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车：小鹏G6全系车型限时优惠2万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-03 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8cb1b9c69c889e03ed7e8621e089ab1\" tg-width=\"769\" tg-height=\"945\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153927485","content_text":"3月3日，小鹏汽车宣布，2024年3月31日前，小鹏G6全系车型限时立减20000元，优惠后售价为18.99万元起。","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268894710595768,"gmtCreate":1706682653918,"gmtModify":1706682656488,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/268894710595768","repostId":"1787584657272873","repostType":17,"repost":{"id":2874,"live_id":"1787584657272873","type":2,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[2],"title":"Exploring the Growth Potential of China's Biotech and Medtech Sectors","title_en":"Exploring the Growth Potential of China's Biotech and Medtech Sectors","status":3,"abstract_en":[],"description_html":"Bullet points: • What factors contribute to China's biotech and medtech companies as major players in these sectors? • What opportunities does China's healthcare transformation present for thematic investment in biotech and medtech? • What considerations s","description_html_en":"Bullet points: • What factors 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Tiger Trade, to earn great rewards!","htmlText":"Find out more here:<a href=\"https://tigr.link/52cb2m\">Transfer to Tiger Trade, to earn great rewards!</a>66666666666 Up to SGD 840* to giveaway","listText":"Find out more here:<a href=\"https://tigr.link/52cb2m\">Transfer to Tiger Trade, to earn great rewards!</a>66666666666 Up to SGD 840* to giveaway","text":"Find out more here:Transfer to Tiger Trade, to earn great rewards!66666666666 Up to SGD 840* to giveaway","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241368988545088","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195714956742688,"gmtCreate":1688819488570,"gmtModify":1688819493546,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Speechless] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195714956742688","repostId":"1109260220","repostType":2,"repost":{"id":"1109260220","kind":"news","pubTimestamp":1688772544,"share":"https://ttm.financial/m/news/1109260220?lang=&edition=fundamental","pubTime":"2023-07-08 07:29","market":"us","language":"en","title":"Meta's Threads Has 70 Million Signups, Surprising Zuckerberg","url":"https://stock-news.laohu8.com/highlight/detail?id=1109260220","media":"Bloomberg","summary":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from ","content":"<html><head></head><body><p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”</p><p style=\"text-align: start;\">Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.</p><p style=\"text-align: start;\">Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.</p><p style=\"text-align: start;\">“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our expectations.”</p></body></html>","source":"lsy1584095487587","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>Meta's Threads Has 70 Million Signups, Surprising Zuckerberg</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\">\nMeta's Threads Has 70 Million Signups, Surprising Zuckerberg\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-08 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109260220","content_text":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our 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哇偶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195576372076568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945627911,"gmtCreate":1681462536634,"gmtModify":1681462539441,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945627911","repostId":"2327148842","repostType":2,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945622279,"gmtCreate":1681461551891,"gmtModify":1681461555446,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945622279","repostId":"1135442671","repostType":2,"repost":{"id":"1135442671","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":1681206474,"share":"https://ttm.financial/m/news/1135442671?lang=&edition=fundamental","pubTime":"2023-04-11 17:47","market":"us","language":"zh","title":"财报前瞻 | 特斯拉的降价红利能吃多久，会“反噬”自身吗","url":"https://stock-news.laohu8.com/highlight/detail?id=1135442671","media":"老虎资讯综合","summary":"特斯拉频繁的降价行动令分析人士更加关注其第一季度的毛利率。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。</p><p>在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。</p><p><strong>市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。</strong></p><p style=\"text-align: justify;\">强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度交付量：降价效应可持续吗？</strong></p><p style=\"text-align: justify;\">特斯拉2023年第一季度在全球交付<strong>超过42.2万辆汽车，打破了单季度的交付纪录。</strong></p><p>报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。</p><p>与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。</p><p>交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。</p><p>业内分析认为，<strong>特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。</strong>今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。</p><p>当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。</p><p>与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。</p><p style=\"text-align: justify;\">此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。</p><p>根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>积极因素：新低级车型呼之欲出</strong></p><p>最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，<strong>“特斯拉正在为其构建一个高达400万辆的年产能计划。”</strong></p><p style=\"text-align: justify;\">据了解这是一项早期的产能策略，特斯拉正在向产业链传递：<strong>400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。</strong></p><p style=\"text-align: justify;\">在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。</p><p>如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>不利因素：美国电动车退税政策再生变</strong></p><p style=\"text-align: justify;\">上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：<strong>从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。</strong></p><p style=\"text-align: justify;\">福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。</p><p style=\"text-align: justify;\">从4月18日起，7500美元的税收抵免额中<strong>有一半将取决于电池组件是否主要由北美制造</strong>，<strong>另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴</strong>。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。</p><p><strong>大行评级</strong></p><p><strong>韦德布什证券：跑赢大盘评级，目标价225美元</strong></p><p>知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。</p><p><strong>贝尔德：增持评级，目标价252美元</strong></p><p style=\"text-align: left;\">贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。</p><p><strong>伯恩斯坦：表现不佳评级，150美元目标价</strong></p><p style=\"text-align: left;\">伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。</p><p><strong>Wolfe Research：同业表现评级</strong></p><p style=\"text-align: left;\">Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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财报前瞻 | 特斯拉的降价红利能吃多久，会“反噬”自身吗\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\">2023-04-11 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。</p><p>在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。</p><p><strong>市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。</strong></p><p style=\"text-align: justify;\">强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>一季度交付量：降价效应可持续吗？</strong></p><p style=\"text-align: justify;\">特斯拉2023年第一季度在全球交付<strong>超过42.2万辆汽车，打破了单季度的交付纪录。</strong></p><p>报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。</p><p>与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。</p><p>交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p style=\"text-align: justify;\">马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。</p><p>业内分析认为，<strong>特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。</strong>今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。</p><p>当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。</p><p>与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。</p><p style=\"text-align: justify;\">此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。</p><p>根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>积极因素：新低级车型呼之欲出</strong></p><p>最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，<strong>“特斯拉正在为其构建一个高达400万辆的年产能计划。”</strong></p><p style=\"text-align: justify;\">据了解这是一项早期的产能策略，特斯拉正在向产业链传递：<strong>400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。</strong></p><p style=\"text-align: justify;\">在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。</p><p>如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>不利因素：美国电动车退税政策再生变</strong></p><p style=\"text-align: justify;\">上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：<strong>从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。</strong></p><p style=\"text-align: justify;\">福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。</p><p style=\"text-align: justify;\">从4月18日起，7500美元的税收抵免额中<strong>有一半将取决于电池组件是否主要由北美制造</strong>，<strong>另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴</strong>。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。</p><p><strong>大行评级</strong></p><p><strong>韦德布什证券：跑赢大盘评级，目标价225美元</strong></p><p>知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。</p><p><strong>贝尔德：增持评级，目标价252美元</strong></p><p style=\"text-align: left;\">贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。</p><p><strong>伯恩斯坦：表现不佳评级，150美元目标价</strong></p><p style=\"text-align: left;\">伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。</p><p><strong>Wolfe Research：同业表现评级</strong></p><p style=\"text-align: left;\">Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135442671","content_text":"特斯拉将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。一季度交付量：降价效应可持续吗？特斯拉2023年第一季度在全球交付超过42.2万辆汽车，打破了单季度的交付纪录。报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。业内分析认为，特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。积极因素：新低级车型呼之欲出最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据了解这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。不利因素：美国电动车退税政策再生变上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。从4月18日起，7500美元的税收抵免额中有一半将取决于电池组件是否主要由北美制造，另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。大行评级韦德布什证券：跑赢大盘评级，目标价225美元知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。贝尔德：增持评级，目标价252美元贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。伯恩斯坦：表现不佳评级，150美元目标价伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。Wolfe Research：同业表现评级Wolfe Research 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表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945635570,"gmtCreate":1681445348791,"gmtModify":1681451464010,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"","listText":"","text":"","images":[{"img":"https://community-static.tradeup.com/news/453a7167ad54c3eba353d0da461289bd","width":"1242","height":"8718"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945635570","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9945372648,"gmtCreate":1681393787084,"gmtModify":1681393795646,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] 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Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034883513,"gmtCreate":1647852569841,"gmtModify":1676534271885,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20220401 106.0 CALL\">$BABA 20220401 106.0 CALL$</a>up","listText":"<a href=\"https://ttm.financial/OPT/BABA 20220401 106.0 CALL\">$BABA 20220401 106.0 CALL$</a>up","text":"$BABA 20220401 106.0 CALL$up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034883513","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383294809944232,"gmtCreate":1734609782746,"gmtModify":1734613571139,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$ </a>&nbsp;","text":"$小米集团-W(01810)$","images":[{"img":"https://community-static.tradeup.com/news/e5c38052233ab8a8071e0e603704674d","width":"1006","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383294809944232","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":195714956742688,"gmtCreate":1688819488570,"gmtModify":1688819493546,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Speechless]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Speechless] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195714956742688","repostId":"1109260220","repostType":2,"repost":{"id":"1109260220","kind":"news","pubTimestamp":1688772544,"share":"https://ttm.financial/m/news/1109260220?lang=&edition=fundamental","pubTime":"2023-07-08 07:29","market":"us","language":"en","title":"Meta's Threads Has 70 Million Signups, Surprising Zuckerberg","url":"https://stock-news.laohu8.com/highlight/detail?id=1109260220","media":"Bloomberg","summary":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from ","content":"<html><head></head><body><p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”</p><p style=\"text-align: start;\">Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.</p><p style=\"text-align: start;\">Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.</p><p style=\"text-align: start;\">“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our expectations.”</p></body></html>","source":"lsy1584095487587","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>Meta's Threads Has 70 Million Signups, Surprising Zuckerberg</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\">\nMeta's Threads Has 70 Million Signups, Surprising Zuckerberg\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-08 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2023-07-07/meta-s-threads-has-70-million-signups-surprising-zuckerberg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109260220","content_text":"Meta Platforms Inc.’s new social media app Threads has garnered 70 million users in just two days after its launch, a sign of enthusiasm that Chief Executive Officer Mark Zuckerberg said was “way beyond our expectations.”Threads launched on Wednesday as an alternative to Elon Musk’s Twitter, which had 237.8 million users as of July 2022, but has also been beset by controversy. On Threads, which closely resembles Twitter’s look, people can post text and links and reply to or repost messages from others. The app will let users port over their existing follower lists and account names from Instagram, Meta’s photo and video-sharing app that counts major brands, celebrities and creators among its more than 2 billion users.Threads is currently ranked No. 1 among free apps on Apple Inc’s App Store in the US.“70 million sign ups on Threads as of this morning, ” Zuckerberg said in a post on his Threads account. “That’s way beyond our expectations.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989628096,"gmtCreate":1665995111915,"gmtModify":1676537689250,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"😃😃","listText":"😃😃","text":"😃😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989628096","repostId":"9043163193","repostType":1,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376196234891344,"gmtCreate":1732864519132,"gmtModify":1732864521246,"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"themes":[],"htmlText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376196234891344","repostId":"1196155252","repostType":4,"repost":{"id":"1196155252","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":1732863228,"share":"https://ttm.financial/m/news/1196155252?lang=&edition=fundamental","pubTime":"2024-11-29 14:53","market":"us","language":"zh","title":"Scaling Law失效！英伟达与AI热潮面临瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=1196155252","media":"老虎资讯综合","summary":"在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”。英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》","content":"<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></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>Scaling Law失效！英伟达与AI热潮面临瓶颈</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nScaling Law失效！英伟达与AI热潮面临瓶颈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-29 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解</p></blockquote><p>推动 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。</p><p>在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。</p><p>随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。</p><p>“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。</p><p>直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。</p><p>一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。</p><p>当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。</p><p>尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。</p><p>但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。</p><p>这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。</p><p>参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。</p><p>但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。</p><p>在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。</p><p><em>文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196155252","content_text":"将更多数据放入更大的模型中就能打造更智能的系统这一想法已经开始土崩瓦解推动 英伟达成为全球市值最高公司的计算“法则”正开始失效。这并不是著名的摩尔定律——摩尔定律是半导体行业的格言，即每两年晶体管密度翻一番，芯片性能就会提高。在美国硅谷，摩尔定律已成为技术进步的主要预测指标，而新概念则取代了摩尔定律：人工智能的“规模法则”（Scaling Law）。这一法则认为，将更多数据放入更大的人工智能模型中（这反过来又需要更多的计算能力）可以构建更智能的系统。这一洞见推动了人工智能的发展，将开发的重点从解决棘手的科学问题转变为更直接的工程挑战，即构建越来越大的芯片集群（通常是 Nvidia 的芯片集群）。随着 ChatGPT 的推出，规模法则初露锋芒。此后两年，人工智能系统的飞速发展似乎表明，这一规则可能一直有效，直到我们在本世纪内达到某种“超级智能”。然而，过去一个月，行业内越来越多的声音表明，OpenAI、谷歌和Anthropic等公司推出的最新模型并未表现出与规模法则预测相符的预期改进。“2010 年代是规模化的时代，现在我们再次回到了一个充满惊奇与发现的时代，”OpenAI联合创始人伊利亚·苏茨克维尔（Ilya Sutskever）最近对路透社表示。这位一年前还认为“地球表面可能会被太阳能电池板和数据中心覆盖以为AI提供动力”的人，如今也调整了看法。直到最近，规模法则主要应用于“预训练”阶段，这是构建大型AI模型的基础步骤。现在，AI领域的高管、研究人员和投资者都承认，仅靠预训练，AI模型的能力正在——用马克·安德森（Marc Andreessen）在其播客中的话说——“见顶”，这意味着在模型完成后，需要更多工作才能继续推动技术进步。一些规模法则的早期支持者（例如微软首席执行官萨提亚·纳德拉）试图重新定义这一概念。辩护者认为，即使预训练的回报在缩减，也没关系，因为模型现在可以在被问及复杂问题时进行“推理”。“我们正看到一种新规模法则的出现，”纳德拉最近提到OpenAI的新o1模型时表示。但这样的说法可能会让英伟达的投资者感到不安。当然，规模“法则”从来都不是一条铁律，就像摩尔定律也没有让英特尔工程师能无限提高晶体管密度一样。这些概念更多是行业的指导原则，推动竞争和进步。尽管如此，规模法则的假设激发了对下一次科技变革的“错失恐惧”（FOMO），促使科技巨头对AI进行前所未有的投资。据摩根士丹利估算，微软、Meta、亚马逊和谷歌的资本支出今年将超过2000亿美元，明年可能突破3000亿美元。没有人想在构建超级智能的竞赛中落后。但如果“更大”不再意味着“更好”，这些计划会被削减吗？英伟达可能比大多数公司面临更大的风险。上周英伟达公布业绩时，分析师的第一个问题就与规模法则有关。英伟达首席执行官黄仁勋坚持认为，预训练的扩展仍然“有效”，但承认它“仅靠自身”还不够。黄认为，对英伟达来说，好消息是解决方案需要更多的芯片，比如所谓的“推理时间扩展”（Test Time Scaling），因为像OpenAI的o1这样的AI系统需要更长时间来“思考”以生成更智能的回答。这或许是事实。虽然训练阶段消耗了英伟达大部分的芯片，但随着更多AI应用的出现，“推理”（即模型对每个查询的响应）的计算需求预计将迅速增长。参与构建AI基础设施的人认为，至少在未来一年内，行业将在推理计算需求上“迎头赶上”。“目前，这个市场需要的是更多的芯片，而不是更少，”微软总裁布拉德·史密斯（Brad Smith）表示。但从长远来看，为训练更大模型而追逐芯片的热潮，正在被与AI实际使用更紧密相关的需求所取代。多数企业仍在寻找AI的“杀手级应用”，特别是在需要新兴o1模型“推理”能力的领域。在人工智能建设的投机阶段，英伟达成为了全球最有价值的公司。而规模法则的争议则凸显了其未来有多大程度能否从科技巨头巨额投资中获得实际回报。文章源自The Financial Times《Nvidia and the AI boom face a scaling problem》","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}