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- RsRs
  ·03-25
  $蔚来-SW(09866)$ 估计还有个大的
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- RsRs
  ·04-14
  今天盘后或者盘中爆拉，这是关税豁免条件
  英伟达宣布首次在美国本土生产AI超级计算机，预计5年内创造5000亿美元产值
  4月14日，英伟达：计划在未来四年内通过与台积电、富士康合作，在美国生产高达5000亿美元的人工智能基础设施。
  英伟达宣布首次在美国本土生产AI超级计算机，预计5年内创造5000亿美元产值
  253 评论
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- RsRs
  ·04-07
  $东方甄选(01797)$ 预测年中报，开始暴涨
  457 评论
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- RsRs
  ·04-04
  $LULU 20250404 260.0 CALL$ 预判到美国恢复越南关税了[微笑]
  613 评论
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- RsRs
  ·03-28
  $蔚来-SW(09866)$ 昨天增发的估计美股都出货完了
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- RsRs
  ·03-27
  $蔚来(NIO)$ 就说还有个大的，蔚来的财报基本就是爆雷了。当天尽然没有暴跌显然不合理，3.5是现在的合理价位。可惜我当时7000张put只挣了1w美金。财富自由一步之差。现在只是小赚，好气
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- RsRs
  ·03-24
  $蔚来-SW(09866)$ 周五美股控盘避免跌的太难看[微笑] 今后几天估计每天估计会跌一点
  516 1
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- RsRs
  ·03-18
  $NIO 20250321 4.5 PUT$ 900张put，看看能爆多少金币[开心]
  1,499 5
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- RsRs
  ·03-18
  $蔚来(NIO)$ 这个消息有点虚，做空的好时机。第一推行的25亿投资还没落地，具体多少金额在什么股价都还没敲定。第二看细节蔚来的萤火虫系列新车型是要接入到宁德时代的换电网络。等于宁德时代推行的换电标准和蔚来的现行规格不一样，实际是利空。财报日当天预计会暴跌20%以上回吐最近涨幅，因为蔚来并没有实际好转，而且财报日会暴露近期蔚来更惨的资产负债率。宁德时代投资估计也会在蔚来股价较低时投资，估计财报后回到4元附近成交。
  3,788 14
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- RsRs
  ·03-14
  $TSLA 20250314 250.0 CALL$ 限时做多一天tesla
  373 评论
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[财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424467075891704,"gmtCreate":1744639001725,"gmtModify":1744639164053,"author":{"id":"3494197652627607","authorId":"3494197652627607","name":"Rs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494197652627607","authorIdStr":"3494197652627607"},"themes":[],"htmlText":"今天盘后或者盘中爆拉，这是关税豁免条件","listText":"今天盘后或者盘中爆拉，这是关税豁免条件","text":"今天盘后或者盘中爆拉，这是关税豁免条件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424467075891704","repostId":"1111187963","repostType":2,"repost":{"id":"1111187963","kind":"news","pubTimestamp":1744636025,"share":"https://www.laohu8.com/m/news/1111187963?lang=&edition=full","pubTime":"2025-04-14 21:07","market":"us","language":"zh","title":"英伟达宣布首次在美国本土生产AI超级计算机，预计5年内创造5000亿美元产值","url":"https://stock-news.laohu8.com/highlight/detail?id=1111187963","media":"华尔街见闻","summary":"4月14日，英伟达：计划在未来四年内通过与台积电、富士康合作，在美国生产高达5000亿美元的人工智能基础设施。","content":"<html><head></head><body><blockquote><p><strong>英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。</strong></p></blockquote><p style=\"text-align: justify;\">面对特朗普关税政策的威胁，英伟达终于顶不住了。</p><p style=\"text-align: justify;\">当地时间周一，英伟达在官网宣布，<strong>英伟达正与制造合作伙伴共同在美国建立工厂，首次实现完全在美国本土生产英伟达的AI超级计算机。根据声明，英伟达计划在未来四年通过与台积电、富士康等公司合作，预计在美国生产价值高达5000亿美元的AI基础设施。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88688d9d50b75a6c1ac5122a40ab69bf\" tg-width=\"676\" tg-height=\"590\"/></p><p style=\"text-align: justify;\">英伟达创始人兼首席执行官黄仁勋在声明中表示：</p><blockquote><p style=\"text-align: justify;\">全球AI基础设施的引擎首次在美国建造。引入美国制造有助于我们更好地满足市场对AI芯片和超级计算机惊人且不断增长的需求，增强我们的供应链，并提升我们的韧性。</p></blockquote><h2 id=\"id_2275718527\">Blackwell芯片生产落地亚利桑那州</h2><p style=\"text-align: justify;\">根据声明，英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，<strong>这两家工厂预计将在未来12-15个月内开始批量生产。</strong></p><p style=\"text-align: justify;\">英伟达已经委托建设超过一百万平方英尺的制造空间，用于在亚利桑那州生产和测试Blackwell芯片，以及在德克萨斯州组装AI超级计算机。</p><p style=\"text-align: justify;\">此外，英伟达正与安靠和矽品合作，在亚利桑那州进行封装和测试操作，构建完整的生产生态系统。这一决定的考量在于，AI芯片和超级计算机供应链极其复杂，需要最先进的制造、封装、组装和测试技术。</p><p style=\"text-align: justify;\">声明还表示：</p><blockquote><p style=\"text-align: justify;\"><strong>预计未来几年将建成数十座“千兆瓦 AI 工厂”。</strong>为美国AI工厂生产英伟达AI芯片和超级计算机，预计将在未来几十年创造数十万个就业岗位，并带来数万亿美元的经济安全。</p></blockquote></body></html>","source":"lsy1700700604709","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\" 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href=https://wallstreetcn.com/articles/3745179><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。面对特朗普关税政策的威胁，英伟达终于顶不住了。当地时间周一，英伟达在官网宣布，英伟达正与制造合作伙伴共同在美国建立工厂，首次实现完全在美国本土生产英伟达的AI超级计算机。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745179\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3745179","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111187963","content_text":"英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。面对特朗普关税政策的威胁，英伟达终于顶不住了。当地时间周一，英伟达在官网宣布，英伟达正与制造合作伙伴共同在美国建立工厂，首次实现完全在美国本土生产英伟达的AI超级计算机。根据声明，英伟达计划在未来四年通过与台积电、富士康等公司合作，预计在美国生产价值高达5000亿美元的AI基础设施。英伟达创始人兼首席执行官黄仁勋在声明中表示：全球AI基础设施的引擎首次在美国建造。引入美国制造有助于我们更好地满足市场对AI芯片和超级计算机惊人且不断增长的需求，增强我们的供应链，并提升我们的韧性。Blackwell芯片生产落地亚利桑那州根据声明，英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。英伟达已经委托建设超过一百万平方英尺的制造空间，用于在亚利桑那州生产和测试Blackwell芯片，以及在德克萨斯州组装AI超级计算机。此外，英伟达正与安靠和矽品合作，在亚利桑那州进行封装和测试操作，构建完整的生产生态系统。这一决定的考量在于，AI芯片和超级计算机供应链极其复杂，需要最先进的制造、封装、组装和测试技术。声明还表示：预计未来几年将建成数十座“千兆瓦 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