端午安康 一路长虹。 今天就不点评nvidia 昨夜看业绩后的高开低走了 愿永不跳水 ...

每次出现这种现象都要重视。 9.24 那天都没有这么多批量。 ...

Core Viewpoint - The U.S. Federal Court ruled that President Donald Trump's imposition of global tariffs exceeded his authority, significantly impacting a key aspect of his economic policy [1] Group 1 - The International Trade Court determined that the emergency powers cited by the White House do not grant unilateral authority to impose tariffs on nearly all countries [1] - The Manhattan-based court stated that the U.S. Constitution grants Congress exclusive power to regulate trade with foreign nations, and the President's authority to maintain the economy does not replace this power [1] - Following the ruling, the Trump administration filed an appeal within minutes [1]

Group 1 - The article discusses the recent decision by Trump to prohibit American companies from exporting to China, specifically targeting the semiconductor industry [1] - This ban is expected to have significant implications for the U.S. technology sector, potentially affecting revenue streams and market dynamics [1] - The move is part of a broader strategy to curb China's technological advancements and protect national security interests [1]

Core Viewpoint - The company reported strong Q1 results with significant revenue growth driven by data center and AI-related businesses, despite facing challenges from export restrictions on H20 products. Group 1: Financial Performance - Q1 revenue reached $44 billion, exceeding expectations of $43.4 billion, with a year-over-year growth of 69% [1] - Non-GAAP net profit was $18.775 billion, up 26% year-over-year but down 15% quarter-over-quarter, primarily due to $4.5 billion in expenses related to H20 [1] - Data center revenue was $39 billion, reflecting a 73% year-over-year increase [1] - Q2 revenue is projected to be around $45 billion, with a potential loss of $8 billion in H20 revenue due to export restrictions [1] Group 2: Business Segments - Data center business in Q1 generated $39.112 billion, a 73% increase year-over-year, slightly below market expectations [1] - Gaming and AI PC business revenue was $3.763 billion, up 42% year-over-year and 48% quarter-over-quarter, surpassing market expectations [1] - Professional visualization revenue reached $509 million, showing a 19% year-over-year increase [1] - Autonomous driving and robotics business generated $567 million, a 72% increase year-over-year [2] Group 3: Technological Developments - Blackwell contributed nearly 70% of data center computing revenue, nearing completion of the transition from Hopper [3] - GB200 supports data center workloads with the lowest cost per inference token, with Microsoft deploying thousands of Blackwell GPUs [3] - The first quarter saw a recovery in networking business with a 64% quarter-over-quarter revenue growth, reaching $5 billion [3] Group 4: Strategic Initiatives - The company is collaborating with Foxconn to build a 1 million square foot factory for AI supercomputers in Houston [4] - A similar factory is being constructed by Wistron in Fort Worth, Texas, to support these investments [4] - The company has made substantial long-term procurement commitments, indicating a deep investment in the future of AI manufacturing in the U.S. [4]

但大行们最近纷纷调高了二季度 收入预期。目前均值465亿美金。都普遍认为B200 二季度出货好。 只是数字的客观描述。不带情感！只等明天点评。 之前做过一版市场平均值统计。如上图。 再阐述一下事实。上个季度393亿，预告的这个季度234月 430亿。由于h20 的减值计提原因，b200 爬坡 周期，全球给的234月收入预期都不高，平均434亿。这点可以从腾讯和阿里capex一季度环比下降得到 一些解释。 ...

Group 1 - Major overseas manufacturers have raised their Q2 shipment revenue expectations, averaging just over 46 billion [1] - The expected revenue for the period from February to April is relatively low, with Bloomberg estimating it at 43.4 billion [1] - Companies are refraining from making predictions due to the high risk of being questioned if they are wrong, preferring to provide commentary on current realities instead [1]

今晚有个公告很有时代意义。 一个子公司B反向发行股份 收购原母公司A。 时也 命也。 现在，B子 公司反向收购。怎么说呢。是个好事。一方面补齐了一个组装环节；另一方面给资本市 场开启了一种新的模式。不知道后续关于子母公司以后ipo怎么处理上市 ，但是有活力的新资产反 向主导 收购，这仿佛是个全新的案例。那些没有独立上市的子公司 可不可以反向借母公司的壳？ 投行的达人可以留言分析一下。 时也 命也！ 一个曾经红人的落幕，一个新贵的确立。 这其中代表了整个制造业的时代巨变。 这是中国制造业的一个缩影。从15年前的纯粹组装制造走向了 掌握核心自主产权产品的设计 制 造。毕竟从毛利率13%进步到了毛利率63%。这就是中国制造业 的微观缩影。我们必将拥有更多更 高毛利率的产品和企业。 市场老人都知道，十年前A可是炙手可热，独占鳌头。 那时的子公司B知道的人并不多，还因为和AMD的授权事，往事很多。 没想到十年河东 十年河西！ B公司上市后，一骑绝尘，成为当红炸子鸡。这当然Ai出了大力，没有AI这一大风，也成就不了它。 但是A公司从2020年以后就已经不在C位很久了。 它中间的故事也很多。芯片禁令，一批人员出走在 昆山成 ...

Core Insights - Google L4 chip rental prices are continuously rising [1] - AWS A10 rental prices remain stable [2] - Daily active users of ChatGPT app are reaching new highs [3] Group 1 - Google L4 chip rental prices have shown a consistent upward trend, indicating increased demand for advanced computing resources [1] - AWS A10 rental prices have maintained stability, suggesting a competitive pricing strategy in the cloud services market [2] - The ChatGPT app has achieved record daily active users, reflecting its growing popularity and user engagement [3]

3. 美中不足的是并没有真实去执行代码，所以也无从知道代码是否有问题，人肉检查后只能说大致步骤和思路是对的 4. 在没有执行代码的情况下就给出了结论，结论应该是参考网上的 这个看似简单的例子其实很考验agent的综合能力，他涉及到意图识别，ocr，网络搜索，网上资源获取能力，代码能力，执行代码及纠错的能力；这每一 步让机器来做其实都有其复杂性存在，尤其要让机器每步自动干下去的综合难度不小的。天工agent能给出最后的代码已经超过我们的预期，毕竟很多 agent在第一步就会宕机 。 另外，PPT制作也进步很大，基本可看了： 文档撰写也基本可以参考的，但是过于依赖搜索工具，有点深度不足的缺点 又一个agent发布，号称拳打manus，脚踢openai。我们贴出的例子还是被AI卷下岗的码农领域，输入： 查询图片中的的报告，并且进行报告中算法的复 现，并给出使用示例 以下为执行过程： 其他亮点 ： G C ( < 股票市场动态与交易分析 ◎ 智能体,通用模式 I LA BANDA HA A - LY PT - HAL 3 PAT - HAL A - MIN Skywork虚拟机 MCP 工具 | C 搜索网页 1 M ...