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Da liu
IP属地：天津
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Da liu
Da liu
·
02-19
无需多言，死多头 （特斯拉、SpaceX、Neuralink、The Boring Company）看似独立，实则共享技术（如航天材料用于电动车）、资金（SpaceX盈利反哺特斯拉研发），甚至用户群体（星链与特斯拉自动驾驶数据互通）。这种“生态帝国”的潜在协同效应难以用单一企业的财务模型量化。
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Da liu
Da liu
·
02-14
马云[强]
非常抱歉，此主贴已删除
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Da liu
Da liu
·
02-13
$特斯拉(TSLA)$
马斯克旗下公司（特斯拉、SpaceX、Neuralink、The Boring Company）看似独立，实则共享技术（如航天材料用于电动车）、资金（SpaceX盈利反哺特斯拉研发），甚至用户群体（星链与特斯拉自动驾驶数据互通）。这种“生态帝国”的潜在协同效应难以用单一企业的财务模型量化。
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Da liu
Da liu
·
02-13
$特斯拉(TSLA)$
这次又来了，准备收购OPEN AI，再次建一个小仓位，自动驾驶和AI机器人比4年前更猛一点
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Da liu
Da liu
·
02-12
哈哈
市场消息：百度无人出租车最早可能上半年在迪拜开始测试
2月12日，市场消息：$百度(BIDU)$无人出租车最早可能在上半年在迪拜开始测试。受此消息影响，百度美股盘前小幅拉升，现涨超2%。
市场消息：百度无人出租车最早可能上半年在迪拜开始测试
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Da liu
Da liu
·
02-02
旅途中
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Da liu
Da liu
·
01-29
马云笑而不敢说话[捂脸]
中国不只有DeepSeek，阿里除夕夜抛出重磅新模型，是时候整体重估中国AI资产了吗？
继DeepSeek之后，Qwen2.5-Max的发布是中国AI阵营在高性能、低成本技术路线上的又一重要突破。市场人士分析称，此前过度聚焦DeepSeek，却忽视了包括阿里通义在内的中国AI整体性追赶。02是时候整体重估中国AI资产了吗？如果说DeepSeek V3的横空出世展现了中国AI的锐度，那么本次阿里的突破则体现了产业生态的深度进化。如果阿里Qwen-2.5-max的性能确实展现出预期水平，加之其低成本优势与完整云生态，有理由期待，它将引发DeepSeek之后的中国AI资产新一轮重估。
中国不只有DeepSeek，阿里除夕夜抛出重磅新模型，是时候整体重估中国AI资产了吗？
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Da liu
Da liu
·
2024-11-06
$特朗普媒体科技集团(DJT)$
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Da liu
Da liu
·
2024-11-06
$特朗普媒体科技集团(DJT)$
冲
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21:14","market":"hk","language":"zh","title":"市场消息：百度无人出租车最早可能上半年在迪拜开始测试","url":"https://stock-news.laohu8.com/highlight/detail?id=1157473744","media":"老虎资讯综合","summary":"2月12日，市场消息：$百度(BIDU)$无人出租车最早可能在上半年在迪拜开始测试。受此消息影响，百度美股盘前小幅拉升，现涨超2%。","content":"<html><head></head><body><p>2月12日，市场消息：<a href=\"https://laohu8.com/S/BIDU\">百度</a>无人出租车最早可能在上半年在迪拜开始测试。</p><p>受此消息影响，百度美股盘前小幅拉升，现涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff2c1a24f338bf7d55964289e17b14ed\" tg-width=\"864\" tg-height=\"831\"/></p></body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：百度无人出租车最早可能上半年在迪拜开始测试</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：百度无人出租车最早可能上半年在迪拜开始测试\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-12 21:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月12日，市场消息：<a href=\"https://laohu8.com/S/BIDU\">百度</a>无人出租车最早可能在上半年在迪拜开始测试。</p><p>受此消息影响，百度美股盘前小幅拉升，现涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff2c1a24f338bf7d55964289e17b14ed\" tg-width=\"864\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/179b4ddb77b82b472a77dd8bef91a694","relate_stocks":{"LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0359201612.USD":"贝莱德中国基金A2","BK4574":"无人驾驶","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BIDU":"百度","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4514":"搜索引擎","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0287142896.SGD":"Fidelity China Focus 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","listText":"马云笑而不敢说话[捂脸] ","text":"马云笑而不敢说话[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397740725686536","repostId":"1122646398","repostType":4,"repost":{"id":"1122646398","kind":"news","pubTimestamp":1738124339,"share":"https://www.laohu8.com/m/news/1122646398?lang=&edition=full","pubTime":"2025-01-29 12:18","market":"hk","language":"zh","title":"中国不只有DeepSeek，阿里除夕夜抛出重磅新模型，是时候整体重估中国AI资产了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122646398","media":"硬AI","summary":"继DeepSeek之后，Qwen2.5-Max的发布是中国AI阵营在高性能、低成本技术路线上的又一重要突破。市场人士分析称，此前过度聚焦DeepSeek，却忽视了包括阿里通义在内的中国AI整体性追赶。02是时候整体重估中国AI资产了吗？如果说DeepSeek V3的横空出世展现了中国AI的锐度，那么本次阿里的突破则体现了产业生态的深度进化。如果阿里Qwen-2.5-max的性能确实展现出预期水平，加之其低成本优势与完整云生态，有理由期待，它将引发DeepSeek之后的中国AI资产新一轮重估。","content":"<html><head></head><body><blockquote><p>当阿里云展现出"强大模型+充足算力+完整云平台"的组合优势时，是否印证了类似去年北美云计算服务商的投资逻辑？</p></blockquote><p style=\"text-align: justify;\">农历除夕夜，在全球华人喜迎新春之时，纽约证券交易所的电子屏上，<strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股价在收盘前出现显著异动——从涨幅1%快速拉升至6.7%。</strong></p><p><strong>行情异动的背后，是一场没有硝烟的技术奇袭。</strong></p><p>1月29日凌晨，<strong>阿里通义千问团队悄然上线的大模型Qwen2.5-Max，在多个权威基准测试中展现出与全球顶级模型比肩的性能。</strong></p><p>继DeepSeek之后，Qwen2.5-Max的发布是中国AI阵营在高性能、低成本技术路线上的又一重要突破。</p><p>市场人士分析称，此前过度聚焦DeepSeek，却忽视了包括阿里通义在内的中国AI整体性追赶。行业媒体《信息平权》表示，若阿里Qwen-2.5-max这次的确性能超过V3，可以对其RL推理模型给予更大期待。</p><p>进一步，<strong>当阿里云展现出"强大模型+充足算力+完整云平台"的组合优势时，是否印证了类似去年北美云计算服务商的投资逻辑？</strong></p><p><strong>如果美股因AI整体增值10万亿美元，中国AI资产的重估时机是否已至？</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/945e5aa938102a1aed4c87ce9d700949\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_2365375765\">01</h2><h2 id=\"id_318324864\">全面对标全球顶级模型，百万token里程碑</h2><p style=\"text-align: justify;\">Qwen2.5-Max采用超大规模MoE（混合专家）架构，基于超过20万亿token的预训练数据。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6439d2475856310facd7416ab158b92d\" alt=\"\" title=\"\" tg-width=\"571\" tg-height=\"91\"/></p><p>在测试大学水平知识的MMLU-Pro、评估编程能力的LiveCodeBench、综合能力评估的LiveBench，以及近似人类偏好的Arena-Hard等多个权威评测中，<strong><em>该模型均展现出与DeepSeek V3、GPT-4和Claude-3.5-Sonnet比肩，甚至领先的性能。</em></strong></p><p>阿里团队表示，随着后训练技术的不断进步，下一个版本将有望达到更高水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfbd329ef3dbf3bb78af23f1cb1541cf\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"581\"/></p><p>Qwen2.5团队同步发布了两个创新型号：Qwen2.5-7b-instruct-1m和Qwen2.5-14b-instruct-1m。<strong><em>这些开源模型支持高达100万token的上下文窗口，成为业内首个达到此规模的公开可用模型。</em></strong></p><p>这些模型使用稀疏注意力，只关注上下文中最重要的部分。这种方法处理百万token输入的速度比传统方法快3到7倍，输出长度可达8000个token。然而，这需要模型识别上下文文档中的关键段落——这是当前语言模型经常难以完成的任务。</p><p>在测试中，14B型号和Qwen2.5-Turbo在查找非常长的文档中的隐藏数字时都达到了完美的准确性。较小的7B型号也表现良好，只有轻微的错误。</p><p>在RULER、LV-Eval和LongbenchChat等要求更高的复杂的上下文测试中，百万token模型的表现优于128K token模型，尤其是在超过64K token的序列中，14B型号甚至在RULER中得分超过90分——这是Qwen系列的第一次——在多个数据集上持续击败gpt - 4o mini。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2122b709ee813735624bb80c0615af4d\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"500\"/></p><h2 id=\"id_479248133\">02</h2><h2 id=\"id_4279666145\">是时候整体重估中国AI资产了吗？</h2><p style=\"text-align: justify;\">如果说DeepSeek V3的横空出世展现了中国AI的锐度，那么本次阿里的突破则体现了产业生态的深度进化。</p><p>在Qwen2.5-Max发布当天，阿里云百炼平台同步开放了完整的工具链支持，开发者可以直接在云端调用。这种"超算集群+开源生态+云原生"的三位一体架构，与北美AWS、Azure、GCP三大云服务商的商业模式形成镜像。</p><p>此外，根据我们之前提到的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新研报，低成本高性能模型也将重塑数据中心和软件行业格局：</p><blockquote><p>对于中国数据中心而言，短期内，如果大型科技公司采用类似技术路线，可能减少AI训练相关需求。但从长远来看，低成本模型将推动推理需求增长，对一线城市数据中心形成利好；</p><p>对于<a href=\"https://laohu8.com/S/600536\">中国软件</a>行业，AI模型成本的降低将降低应用程序运行AI功能的门槛，从供给侧改善行业环境。</p></blockquote><p>如果阿里Qwen-2.5-max的性能确实展现出预期水平，加之其低成本优势与完整云生态，有理由期待，它将引发DeepSeek之后的中国AI资产新一轮重估。</p></body></html>","source":"lsy1690508328926","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国不只有DeepSeek，阿里除夕夜抛出重磅新模型，是时候整体重估中国AI资产了吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国不只有DeepSeek，阿里除夕夜抛出重磅新模型，是时候整体重估中国AI资产了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-29 12:18 北京时间 <a href=https://mp.weixin.qq.com/s/9Xsd4MieeNUHDxC2SGBZEQ><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当阿里云展现出\"强大模型+充足算力+完整云平台\"的组合优势时，是否印证了类似去年北美云计算服务商的投资逻辑？农历除夕夜，在全球华人喜迎新春之时，纽约证券交易所的电子屏上，阿里巴巴股价在收盘前出现显著异动——从涨幅1%快速拉升至6.7%。行情异动的背后，是一场没有硝烟的技术奇袭。1月29日凌晨，阿里通义千问团队悄然上线的大模型Qwen2.5-Max，在多个权威基准测试中展现出与全球顶级模型比肩的性能...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Xsd4MieeNUHDxC2SGBZEQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af72d99d957fc5b849074d7b8b86dd9a","relate_stocks":{"IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BABA":"阿里巴巴","09988":"阿里巴巴-W","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","BK4558":"双十一","BK4575":"芯片概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4220":"综合零售","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4538":"云计算","BK4527":"明星科技股","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD"},"source_url":"https://mp.weixin.qq.com/s/9Xsd4MieeNUHDxC2SGBZEQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122646398","content_text":"当阿里云展现出\"强大模型+充足算力+完整云平台\"的组合优势时，是否印证了类似去年北美云计算服务商的投资逻辑？农历除夕夜，在全球华人喜迎新春之时，纽约证券交易所的电子屏上，阿里巴巴股价在收盘前出现显著异动——从涨幅1%快速拉升至6.7%。行情异动的背后，是一场没有硝烟的技术奇袭。1月29日凌晨，阿里通义千问团队悄然上线的大模型Qwen2.5-Max，在多个权威基准测试中展现出与全球顶级模型比肩的性能。继DeepSeek之后，Qwen2.5-Max的发布是中国AI阵营在高性能、低成本技术路线上的又一重要突破。市场人士分析称，此前过度聚焦DeepSeek，却忽视了包括阿里通义在内的中国AI整体性追赶。行业媒体《信息平权》表示，若阿里Qwen-2.5-max这次的确性能超过V3，可以对其RL推理模型给予更大期待。进一步，当阿里云展现出\"强大模型+充足算力+完整云平台\"的组合优势时，是否印证了类似去年北美云计算服务商的投资逻辑？如果美股因AI整体增值10万亿美元，中国AI资产的重估时机是否已至？01全面对标全球顶级模型，百万token里程碑Qwen2.5-Max采用超大规模MoE（混合专家）架构，基于超过20万亿token的预训练数据。在测试大学水平知识的MMLU-Pro、评估编程能力的LiveCodeBench、综合能力评估的LiveBench，以及近似人类偏好的Arena-Hard等多个权威评测中，该模型均展现出与DeepSeek V3、GPT-4和Claude-3.5-Sonnet比肩，甚至领先的性能。阿里团队表示，随着后训练技术的不断进步，下一个版本将有望达到更高水平。Qwen2.5团队同步发布了两个创新型号：Qwen2.5-7b-instruct-1m和Qwen2.5-14b-instruct-1m。这些开源模型支持高达100万token的上下文窗口，成为业内首个达到此规模的公开可用模型。这些模型使用稀疏注意力，只关注上下文中最重要的部分。这种方法处理百万token输入的速度比传统方法快3到7倍，输出长度可达8000个token。然而，这需要模型识别上下文文档中的关键段落——这是当前语言模型经常难以完成的任务。在测试中，14B型号和Qwen2.5-Turbo在查找非常长的文档中的隐藏数字时都达到了完美的准确性。较小的7B型号也表现良好，只有轻微的错误。在RULER、LV-Eval和LongbenchChat等要求更高的复杂的上下文测试中，百万token模型的表现优于128K token模型，尤其是在超过64K token的序列中，14B型号甚至在RULER中得分超过90分——这是Qwen系列的第一次——在多个数据集上持续击败gpt - 4o mini。02是时候整体重估中国AI资产了吗？如果说DeepSeek V3的横空出世展现了中国AI的锐度，那么本次阿里的突破则体现了产业生态的深度进化。在Qwen2.5-Max发布当天，阿里云百炼平台同步开放了完整的工具链支持，开发者可以直接在云端调用。这种\"超算集群+开源生态+云原生\"的三位一体架构，与北美AWS、Azure、GCP三大云服务商的商业模式形成镜像。此外，根据我们之前提到的摩根士丹利最新研报，低成本高性能模型也将重塑数据中心和软件行业格局：对于中国数据中心而言，短期内，如果大型科技公司采用类似技术路线，可能减少AI训练相关需求。但从长远来看，低成本模型将推动推理需求增长，对一线城市数据中心形成利好；对于中国软件行业，AI模型成本的降低将降低应用程序运行AI功能的门槛，从供给侧改善行业环境。如果阿里Qwen-2.5-max的性能确实展现出预期水平，加之其低成本优势与完整云生态，有理由期待，它将引发DeepSeek之后的中国AI资产新一轮重估。","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368072309526808,"gmtCreate":1730886180577,"gmtModify":1730886629203,"author":{"id":"4131925072673790","authorId":"4131925072673790","name":"Da liu","avatar":"https://static.tigerbbs.com/61ddadf80738d14605b4d2c3fccf4089","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131925072673790","authorIdStr":"4131925072673790"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a><v-v 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