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- 梦醒时分67梦醒时分67
  ·04-16 20:45
  这是个葱油饼还是囊？[笑哭]
  特斯拉将实现纯AI自动驾驶
  来源：@第一财经日报微博【#特斯拉将实现纯AI自动驾驶#】马斯克发文宣布，首个真正基于纯人工智能的通用全自动驾驶方案即将面世，它将只依赖摄像头、特斯拉AI芯片及AI软件。海量资讯、精准解读，尽在新浪财经APP
  特斯拉将实现纯AI自动驾驶
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- 梦醒时分67梦醒时分67
  ·04-16 20:36
  关税会重创特斯拉，股价会跌到200以下。fsd面试初期，也会出现非常多的问题，也会重创股价。
  200 评论
  2
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- 梦醒时分67梦醒时分67
  ·04-11
  莫名的暴涨，一定会伴随着回归式的大调整或者莫名的暴跌 [微笑]
  138 评论
  1
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- 梦醒时分67梦醒时分67
  ·04-10
  $特斯拉(TSLA)$ 破200再考虑进场
  703 评论
  4
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- 梦醒时分67梦醒时分67
  ·04-10
  今晚应该会回到开始的地方，因为整体局势并没有发生根本性的改变，只是拉高出货而已。
  12 评论
  2
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- 梦醒时分67梦醒时分67
  ·03-17
  $特斯拉(TSLA)$ 应该会跌到200以下
  691 1
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- 梦醒时分67梦醒时分67
  ·03-13
  $特斯拉(TSLA)$ 特斯拉基本面还是不好，会继续下跌
  601 2
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- 梦醒时分67梦醒时分67
  ·02-22
  就他一个人明白，全世界的投资者都是傻瓜吗？
  黄仁勋：市场对DeepSeek的理解完全搞反了
  黄仁勋认为，DeepSeekR1的发布“令人难以置信地兴奋”，它不仅不会终结AI计算需求，反而会扩大并加速市场对更高效AI模型的追求，从而推动整个行业的发展。
  黄仁勋：市场对DeepSeek的理解完全搞反了
  442 评论
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\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425152808407680,"gmtCreate":1744807013051,"gmtModify":1744808424286,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"themes":[],"htmlText":"关税会重创特斯拉，股价会跌到200以下。fsd面试初期，也会出现非常多的问题，也会重创股价。","listText":"关税会重创特斯拉，股价会跌到200以下。fsd面试初期，也会出现非常多的问题，也会重创股价。","text":"关税会重创特斯拉，股价会跌到200以下。fsd面试初期，也会出现非常多的问题，也会重创股价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425152808407680","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423373236335352,"gmtCreate":1744381526087,"gmtModify":1744381528167,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"themes":[],"htmlText":"莫名的暴涨，一定会伴随着回归式的大调整或者莫名的暴跌 [微笑]","listText":"莫名的暴涨，一定会伴随着回归式的大调整或者莫名的暴跌 [微笑]","text":"莫名的暴涨，一定会伴随着回归式的大调整或者莫名的暴跌 [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423373236335352","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422924292547320,"gmtCreate":1744273145607,"gmtModify":1744273147367,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 破200再考虑进场","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 破200再考虑进场","text":"$特斯拉(TSLA)$ 破200再考虑进场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422924292547320","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422909089276152,"gmtCreate":1744269668968,"gmtModify":1744269671260,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"themes":[],"htmlText":"今晚应该会回到开始的地方，因为整体局势并没有发生根本性的改变，只是拉高出货而已。","listText":"今晚应该会回到开始的地方，因为整体局势并没有发生根本性的改变，只是拉高出货而已。","text":"今晚应该会回到开始的地方，因为整体局势并没有发生根本性的改变，只是拉高出货而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422909089276152","isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414444422054184,"gmtCreate":1742220633660,"gmtModify":1742220847649,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 应该会跌到200以下","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 应该会跌到200以下","text":"$特斯拉(TSLA)$ 应该会跌到200以下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414444422054184","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"肯定的啊，最快这周五","text":"肯定的啊，最快这周五","html":"肯定的啊，最快这周五"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413018484224000,"gmtCreate":1741866949840,"gmtModify":1741867924659,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 特斯拉基本面还是不好，会继续下跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 特斯拉基本面还是不好，会继续下跌","text":"$特斯拉(TSLA)$ 特斯拉基本面还是不好，会继续下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/413018484224000","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197804425243872","authorId":"4197804425243872","name":"liper","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"4197804425243872","idStr":"4197804425243872"},"content":"兄弟感觉这次下跌会不会失守200","text":"兄弟感觉这次下跌会不会失守200","html":"兄弟感觉这次下跌会不会失守200"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406303988039952,"gmtCreate":1740222218703,"gmtModify":1740222360905,"author":{"id":"4203031834472792","authorId":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203031834472792","idStr":"4203031834472792"},"themes":[],"htmlText":"就他一个人明白，全世界的投资者都是傻瓜吗？","listText":"就他一个人明白，全世界的投资者都是傻瓜吗？","text":"就他一个人明白，全世界的投资者都是傻瓜吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406303988039952","repostId":"2513224749","repostType":2,"repost":{"id":"2513224749","kind":"news","pubTimestamp":1740195004,"share":"https://www.laohunote.com/m/news/2513224749?lang=&edition=full","pubTime":"2025-02-22 11:30","market":"us","language":"zh","title":"黄仁勋：市场对DeepSeek的理解完全搞反了","url":"https://stock-news.laohu8.com/highlight/detail?id=2513224749","media":"华尔街见闻","summary":"黄仁勋认为，DeepSeekR1的发布“令人难以置信地兴奋”，它不仅不会终结AI计算需求，反而会扩大并加速市场对更高效AI模型的追求，从而推动整个行业的发展。","content":"<html><head></head><body><p>DeepSeek的横空出世引发大模型算力逻辑的质疑，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。</p><p>他认为，<strong>DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。</strong></p><blockquote><p>“它让每个人都注意到，有机会让模型比我们想象的更有效率。<strong>因此，它正在扩大并加速AI的采用。</strong>”</p></blockquote><p>英伟达将于2月26日发布第四季度财报，预计将对市场反应做出更详细的回应。</p><h2 id=\"id_3364576943\">黄仁勋：技术进步推动AI普及，而市场反应大相径庭</h2><p>DeepSeek R1模型的开源发布引发轩然大波。英伟达股价在消息发布后出现大幅下跌，1月24日收盘价为142.62美元，而1月27日收盘价跌至118.52美元，市值在短短三天内蒸发了600亿美元。目前，英伟达股价已基本恢复至下跌前的水平，美股盘后报135美元。市场对英伟达的信心似乎正在恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00ee4adb28bf84267879a77fd0c4a1c9\" tg-width=\"1024\" tg-height=\"747\"/></p><p>市场似乎认为，DeepSeek的技术进步意味着AI计算需求的终结，这对芯片巨头英伟达构成了直接威胁。</p><p>然而，在DataDirect Networks首席执行官Alex Bouzari近日发布的访谈中，黄仁勋对市场的解读进行了驳斥。<strong>黄仁勋开门见山地指出，市场对 AI 发展存在一个根本性的“心智模型”误区：</strong></p><blockquote><p>“投资者认为世界就只有预训练，然后就是推理。而推理就是你问 AI 一个问题，它就立即给你一个答案，一次性的回答。我不知道是谁的错，但很明显这个模式是错误的。”</p></blockquote><p>他表示，<strong>R1的发布“令人难以置信地兴奋”，并强调市场的反应“完全相反”。</strong></p><blockquote><p>“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”</p></blockquote><p>换言之，<strong>R1的出现并非意味着市场不再需要算力资源，而是激发了市场对更高效AI模型的追求，从而推动整个行业的发展。</strong></p><p>黄仁勋进一步指出，尽管DeepSeek在AI模型的预训练方面取得了进展，但后期训练仍然至关重要，并且需要大量资源。他强调：</p><blockquote><p><strong>“推理是其中一个相当耗费算力的部分。”</strong></p></blockquote><p><strong>这意味着，即使预训练效率提高，AI模型的推理过程仍然需要强大的计算能力支持，英伟达的芯片产品仍将在AI发展中扮演关键角色。</strong></p><p>与此同时，2月21日午间，<strong>DeepSeek宣布，从下周开始，他们将开源5个代码库，以完全透明的方式与全球开发者社区分享他们的研究进展，</strong>每日都有新内容解锁，进一步分享新的进展，并将这一计划定义为“Open Source Week”。</p><p>DeepSeek表示，其在线服务中的构建模块已经被记录、部署并进行了实际测试，希望分享的每一行代码都会变成强有力的势能，加速行业发展进程。该团队还称，这个领域没有象牙塔，只有纯粹的车库创业精神与社区共筑的创新力量。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4688669b48fc43efbe1b13a0e9b48cb8\" tg-width=\"960\" tg-height=\"831\"/></p><p>风险提示及免责条款</p><p> 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。</p></body></html>","source":"wallstreetcn_hot_news","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>黄仁勋：市场对DeepSeek的理解完全搞反了</title>\n<style 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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黄仁勋：市场对DeepSeek的理解完全搞反了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-22 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741652><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DeepSeek的横空出世引发大模型算力逻辑的质疑，英伟达股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。他认为，DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”英伟达将于2月26日发布第四季度财报...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741652\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7ba966948c053829c47cbb61f473ce","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3741652","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513224749","content_text":"DeepSeek的横空出世引发大模型算力逻辑的质疑，英伟达股价一度暴跌。然而，黄仁勋却在最新访谈中表示，市场对DeepSeek的理解“完全搞反了”。他认为，DeepSeek R1的发布不仅不会终结AI计算需求，反而会激发市场对更高效AI模型的追求，从而推动整个行业的发展。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”英伟达将于2月26日发布第四季度财报，预计将对市场反应做出更详细的回应。黄仁勋：技术进步推动AI普及，而市场反应大相径庭DeepSeek R1模型的开源发布引发轩然大波。英伟达股价在消息发布后出现大幅下跌，1月24日收盘价为142.62美元，而1月27日收盘价跌至118.52美元，市值在短短三天内蒸发了600亿美元。目前，英伟达股价已基本恢复至下跌前的水平，美股盘后报135美元。市场对英伟达的信心似乎正在恢复。市场似乎认为，DeepSeek的技术进步意味着AI计算需求的终结，这对芯片巨头英伟达构成了直接威胁。然而，在DataDirect Networks首席执行官Alex Bouzari近日发布的访谈中，黄仁勋对市场的解读进行了驳斥。黄仁勋开门见山地指出，市场对 AI 发展存在一个根本性的“心智模型”误区：“投资者认为世界就只有预训练，然后就是推理。而推理就是你问 AI 一个问题，它就立即给你一个答案，一次性的回答。我不知道是谁的错，但很明显这个模式是错误的。”他表示，R1的发布“令人难以置信地兴奋”，并强调市场的反应“完全相反”。“它让每个人都注意到，有机会让模型比我们想象的更有效率。因此，它正在扩大并加速AI的采用。”换言之，R1的出现并非意味着市场不再需要算力资源，而是激发了市场对更高效AI模型的追求，从而推动整个行业的发展。黄仁勋进一步指出，尽管DeepSeek在AI模型的预训练方面取得了进展，但后期训练仍然至关重要，并且需要大量资源。他强调：“推理是其中一个相当耗费算力的部分。”这意味着，即使预训练效率提高，AI模型的推理过程仍然需要强大的计算能力支持，英伟达的芯片产品仍将在AI发展中扮演关键角色。与此同时，2月21日午间，DeepSeek宣布，从下周开始，他们将开源5个代码库，以完全透明的方式与全球开发者社区分享他们的研究进展，每日都有新内容解锁，进一步分享新的进展，并将这一计划定义为“Open Source Week”。DeepSeek表示，其在线服务中的构建模块已经被记录、部署并进行了实际测试，希望分享的每一行代码都会变成强有力的势能，加速行业发展进程。该团队还称，这个领域没有象牙塔，只有纯粹的车库创业精神与社区共筑的创新力量。风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}