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异动盘点0514| 港股汽车、航运走强;腾讯音乐、网易云音乐大涨超10%;美股半导体普涨;Coinbase涨近24%
贝塔投资智库· 2025-05-14 03:52
Group 1: Automotive Sector - Li Auto (09863) saw a rise of over 4%, with record order volume during the May Day holiday and recent share purchases by the chairman [1] - XPeng Motors (09868) increased by over 3%, becoming the first Chinese new energy vehicle company to participate in the Milan Design Week and officially entering the Italian market [1] - The rare earth sector surged, with Jinli Permanent Magnet (06680) rising over 5% due to export controls leading to increased overseas rare earth prices [1] Group 2: E-commerce and Health - JD Group (09618) rose over 4%, reporting Q1 revenue of 301.1 billion yuan, a 15.8% year-on-year increase, and a net profit of 10.89 billion yuan, up 52.73% [2] - JD Health (06618) increased over 4%, with revenue of 16.645 billion yuan, a 25.5% year-on-year growth, and operating profit of 1.071 billion yuan, up 119.8% [2] Group 3: Music and Entertainment - Tencent Music (01698) rose over 12%, reporting total revenue of 7.36 billion yuan and adjusted net profit of 2.23 billion yuan, with online music service revenue growing by 15.9% [2] - NetEase Cloud Music (09899) increased over 11%, with analysts noting a positive growth phase in the online music industry due to improved competition and user willingness to pay [3] Group 4: Technology and AI - Baidu Group (09888) rose over 3%, planning to launch its Apollo Go autonomous taxi service in Switzerland and Turkey [3] - NuScale Power (SMR.US) reported quarterly sales of 13.4 million, significantly exceeding analyst expectations, leading to a rise of over 21% [6] Group 5: Shipping and Logistics - Shipping stocks collectively strengthened, with Pacific Shipping (02343) and Seaspan (01308) rising over 6%, and China Merchants Energy (02866) increasing over 12% [4]
英伟达,我命由天不由我
虎嗅APP· 2025-03-07 10:35
以下文章来源于衣公子的剑 ,作者衣公子 衣公子的剑 . 以文会友,做爱读的商业科普。前在国际知名咨询公司,后在国内头部金融机构,现在做战略咨询&精 品投行。 本文来自微信公众号: 衣公子的剑 ,作者:衣公子,题图来自:视觉中国 一、悔创英伟达 身处硅谷的英伟达,一直奉行不输中国同行的996。黄仁勋很少解雇员工 (和马斯克比) ,但是对员工的 言语辱骂、公开羞辱,是出名的恶毒。在英伟达,项目失败,就有"公开处决"。上百高管靠墙站,负责人站 出来,解释每个出错的环节,接受黄仁勋严厉刻薄的分析。一连几小时,所有人不许走。气氛浓烈,黄仁 勋放声怒吼,"你工资领了多少?"、"全部退回来!" 员工评价,和黄仁勋相处,就像"把手放进插座"。 对内如此,对外就更狠了。 英伟达擅长挖角,大量投奔而来的工程师,"带来"创意。S3、硅图、3dfx、Matrox纷纷提起诉讼,指控英伟 达诱导员工违反保密协议,侵犯专利。后来,三家接受和解,而英伟达最大的竞争对手3dfx拒绝和解,要诉 讼到底。关键时刻,3dfx的财报亏损,电话会透露本季亏损1亿美元。 仅仅一个小时后,英伟达宣布对3dfx反诉,指控3dfx侵犯多项英伟达专利。 英伟达这 ...
“老黄骗人”!5070首批评测:说好1/3价格赛4090,实际不如4070Ti
量子位· 2025-03-05 04:21
金磊 发自 凹非寺 量子位 | 公众号 QbitAI 一夜之间, RTX 5070 被网友们喷成 "史上最差的70系列" 了。 RTX 5070的价格确实只有4090的 三分之一 ,但性能真的赶上了嘛? 在博主们一波接一波的实测之后,他们得出的结果可谓是大跌眼镜——完全不是这么回事啊。 省流,直接上结论: 5070的性能达不到4090的效果。 在实际上渲染速度方面,5070甚至还不如4080和4070 Ti。 速度虽然比4070 super快,但功耗却比它要高。 嗯,这也就不难理解,为啥今天这么多博主炮轰5070了, AI黑科技未能提升性能 看了一圈各大博主们针对5070的评测,发现他们主要围绕 规格 、 性能 、 功耗 和 竞品 等几个维度来展开。 这咋回事呢? 因为 老黄 在1月份CES上发布RTX 5070时是这么说的: 得益于AI啊,我们这款新的中端GPU性能,可以媲美之前最快速消费级GPU (4090) ,但价格只有549美元哦。 首先我们来看一下 参数细节 : | | RTX 5070 Ti | RTX 4070 Ti | RTX 5070 | RTX 4070 | RTX 4070 | | -- ...