还有就是电相关的雅宝。 昨晚美股 又上演了一波主线ai行情。 " " -4.31 TRIX(12.9) 0.42 -0.28 市盈率 X 58.10 48442.41 册自先 添加提醒 日文 道琼斯 07:01 ·ll ? 谷歌(ALPHABET)-A √ W GOOGL.O 314.350 量 2503.3万 股本 120.77亿 市盈™ 30.6 万得 盘口 4.570 1.48% - 换 0.19% 市值 37964亿 市净5 9.81 > 盘后 314.875 +0.525 +0.17% 美东 18:01 √ 盘中▼ 五日 日K 目K EK 电子 (0) 叠加 设均线 BBI:309.41 前复权 336.843 ← 328.615 284.484 40.353 32.125 T I THE I THE THE THE THE THE THE THE THE THE THE THE THE THE THE THE THE FEATURE and and the county of the first and the submit of the submit of the submit of the s ...

Group 1 - The U.S. Department of Energy has launched a national AI "Genesis Project" in collaboration with major companies like OpenAI, Google, Microsoft, and NVIDIA, marking a strategic shift towards collective efforts in technology development [1] - The AI models and computing platforms will be applied to significant scientific research areas such as controlled nuclear fusion, energy material discovery, climate simulation, and quantum computing algorithms [1] - This initiative signifies a transition from individual efforts to a systematic approach in tackling major scientific challenges in the U.S. technology sector [1] Group 2 - The U.S. Department of Energy has previously been a major client for companies like AMD and NVIDIA, indicating strong ties between government projects and these tech firms [2] - NVIDIA has seen a rebound in its stock performance, while Tesla's robotaxi profitability logic is gaining recognition among overseas investment banks [3] - The total AI model performance metrics indicate a significant weekly pace of +819 billion, with the total reaching 5.16 trillion [5]

Group 1 - The article highlights that multiple factors contributed to the end of the short-term decline of Oracle and CRWV stocks, particularly focusing on OpenAI's financing progress [1] - OpenAI is planning to raise $100 billion in funding, with a significant investment gap of $1 billion after accounting for its projected revenue of $40 billion and a promised capacity of 5GW, which corresponds to an investment of $250 billion [1] - SoftBank Group is accelerating its commitment to finance OpenAI with $22.5 billion, aiming to complete this through various financing plans by the end of the year [1] Group 2 - TikTok has signed a notable agreement to spin off its U.S. operations to an investment group that includes Oracle, Silver Lake, and the Abu Dhabi-based investment fund MGX [1] - The stocks of OpenAI, Nvidia, and Oracle experienced a notable increase on Friday night [2]

美股昨晚自动驾驶 robotaxi 走趋势了 马 文 马昨天宣告广州单车盈利平衡。 特斯拉上全无人 车 大摩出了深度报告，预测2030年 全球百万量robotaxi。 还是我们比较前瞻和灵敏 tesla之前就新高了。 uber+文在中东 跑出数据 单车盈利平衡 ...

Core Insights - The article discusses the projected electricity shortfall in the United States, particularly focusing on the impact of GPU clusters from NVIDIA, which are expected to consume a significant amount of power by 2027 [1] - The estimated electricity generation capacity for the U.S. in 2024 is approximately 4,309 TWh, translating to an average generation capacity of around 492 GW [1] - By 2028, the projected electricity shortfall is estimated to be around 50 GW, which represents about 9% of the actual electricity generation [3] Group 1 - In 2027, NVIDIA's GPU clusters are expected to consume between 150-200 GW of electricity, while the total electricity consumption of data centers in 2023 was only 20 GW [1] - The net summer capacity for electricity generation in the U.S. in 2024 is projected to be around 1,230 GW, with a nameplate capacity of approximately 1,325 GW, indicating a significant difference between installed capacity and actual average generation [1] - A previous estimate in 2024 indicated that the electricity shortfall was about 1.1% of the actual generation, which has now increased to 9% by 2028 [2][3] Group 2 - There are issues with electricity transmission in the U.S., particularly highlighted by Texas, where a new 2 GW project has struggled to find more than 1 GW of new supply [4] - The quality of electricity supplied to mining operations is reportedly poor, leading to concerns about the viability of current locations for construction [4][5]

还好。美光盘后表现不错，需求和利润率双增！打破了微软 博通带来的阴霾（数据好 不涨的阴霾）。 1） 营收为136.4亿美元，高于上一季度的113.2亿美元和去年同期的87.1亿美元。 2）美国通用会计准则计算，净利润为52.4亿美元，即每股摊薄收益4.60美元。 3）非GAAP净利润为54.8亿美元，即每股摊薄收益4.78美元。 4）经营活动产生的现金流为 84.1 亿美元，而上一季度为 57.3 亿美元，去年同期为 32.4 亿美元。 下个Q营收预计187亿美元±4亿美元。分析师预期为142亿美元，主要靠涨价超预期！ 指引很不错：公司还预测第二季度盈利能力将大幅提升， GAAP毛利率：67.0% ± 1.0% 非GAAP毛利率：68.0% ± 1.0% GAAP摊薄后每股收益：8.19美元 ± 0.20美元 市场接受需求继续上涨的表述！未来1-2Q内存周期盈利能力更强。 市场认需求上涨周期！ 美光科技(MICRON TECHNOLOG W MU.O 225.708 量 4174.7万 股本 11.24亿 市盈T™ 29.7 万得 盘口 -6.802 -2.93% 换 2.67% 市值 2537亿 市净 4. ...

格局上看 已知的光有一 二供，液冷有二供。 其它环节零零碎碎的还不知道情况。 昨天一条消息就引爆了全市场。没想到。 google的人是在华南，也确实有收获。 ...

Group 1 - The article highlights a positive outlook on the robotaxi sector, indicating that it has started to perform well, although the A-share market has not yet reflected this trend [1] - It mentions that the unit economics for robotaxi have turned positive, meaning that individual units are no longer operating at a loss [2] - The article references an upcoming event by ByteDance on December 18, which will showcase several AI-related products, including AI smartphones, AI glasses, and AI ear devices [2] Group 2 - Tesla's stock performance is discussed, with a current price of $489.88 and a market capitalization of $1,629.3 billion, alongside a price-to-earnings ratio of 321 [2] - The article provides technical indicators for Tesla's stock, including MACD and TRIX values, suggesting a detailed analysis of its trading performance [3]

明年估计400多万颗，和英伟达今年的出货量相当了。 上周就听说 google 在这边和海峡那边密集走访，敲定供应商！ ...

Group 1 - Broadcom's performance was disappointing despite strong order volume and guidance for $8.2 billion in AI semiconductor revenue for the next quarter [1] - The market perceived a $1 billion order from a suspected OpenAI client as underwhelming compared to the $21 billion in combined orders from Anthropic over two quarters [1] - Gross margin is expected to decline due to the shift from software and proprietary components to AI semiconductors and outsourced components, which is a continuation of a trend observed in the previous quarter [1] Group 2 - ServiceNow announced the acquisition of cybersecurity company Armis, resulting in an 11.5% drop in its stock price, attributed to intense competition in the cybersecurity SaaS market [2] - The cybersecurity SaaS sector is currently one of the best-performing areas in software, with companies like Net and CrowdStrike leading the way [2] - A recommendation for a data aggregation tool, "Red Rocket," was made for easier fund screening and comparison, particularly for ETFs, highlighting its user-friendly features [2]