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全是套路,英伟达千亿美元投OpenAI,奥特曼拿钱买卡还让甲骨文赚差价
3 6 Ke· 2025-09-23 09:45
最新消息,英伟达计划向OpenAI投资最高1000亿美元,OpenAI则要用这笔钱构建至少10GW的AI数据中心,全用英伟达的系统。 10GW,相当于400-500万个GPU了,并且,黄仁勋8月份曾表示,建成1GW的数据中心的成本大约在500-600亿美元。 据说,这项合作的首笔100亿将在第一个1GW数据中心部署完成时投入(在Nvidia Vera Rubin平台上部署),预计为2026年下半年。 后续OpenAI每部署1GW系统,英伟达就会投资,总额最高达1000亿美元。 英伟达和OpenAI达成世纪合作! 英伟达和OpenAI又深度绑定了,but谁还记得这俩人之间还有个甲骨文…… OpenAI花3000亿买甲骨文的云服务→甲骨文买英伟达GPU→英伟达投OpenAI,"真·三角关系"来了。 AI圈的千亿循环被这三位玩明白了。 「财富-算力」三角循环 先来说说这场合作的基本盘:英伟达将分阶段砸钱,OpenAI将全量部署英伟达系统。 虽说英伟达大手一挥计划分阶段砸1000亿美元,但也不是白给。第一笔100亿要在OpenAI首个1GW英伟达系统部署好了才给,据说还要按那时候的估值 算,颇有点看成果付款的意思。 ...
超百只主动权益基金净值创新高
Core Viewpoint - A significant number of active equity funds are experiencing a performance turnaround, with over 180 funds reaching new historical net asset value highs as of June 25, driven by market uptrends and favorable external factors [1][2]. Group 1: Performance of Active Equity Funds - Over 180 active equity funds have achieved historical net asset value highs, with more than half of these funds established for over a year, and some for nearly 14 years [1][2]. - The fund with the highest increase is Jin Yuan Shun An Yuan Qi, which has risen over 450% since its inception in November 2017, primarily investing in small-cap stocks [2][3]. - Other notable funds include Guangfa Multi-Factor and Dacheng Jingheng, with increases of over 340% and nearly 300% respectively, focusing on quantitative investment strategies [2][3]. Group 2: Market Trends and Investment Strategies - Approximately 80% of active equity funds have seen positive performance this year, with around 1,100 funds increasing by over 10%, particularly those focused on Hong Kong stocks, pharmaceuticals, and technology [3][4]. - The highest-performing fund this year is Huatai-PB Hong Kong Advantage Selection, which has increased by over 90%, primarily investing in the Hong Kong pharmaceutical sector [4]. - Three main investment directions have gained consensus among institutions: innovative pharmaceuticals, technology, and dividend stocks, with a preference for a "barbell" strategy that balances aggressive and defensive investments [4][5]. Group 3: Future Outlook and Recommendations - Fund managers suggest focusing on high-potential international pharmaceutical companies and stable dividend assets, especially in a declining interest rate environment [5][6]. - The AI sector is highlighted as a key area for investment, with significant growth in AI applications and user engagement noted [6][7]. - Overall, there is optimism for the A-share market, with recommendations to prioritize stable dividend returns and sectors with strong industrial and policy catalysts [7].