FutureCast/未来播报
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| Publishes | Daily | Episodes | 50 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | TechnologyNews | ||
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Latest Episodes
🔥【核心数据】
• 目标价：花旗研究维持对腾讯控股“买入”评级，目标价735港元。
• 业绩展望：预计3Q25总收入同比增长13.5%至1897亿元人民币，非GAAP净利润同比增长11%至664亿元人民币。
• 增长双引擎：在线游戏与在线广告成为核心驱动力，预计增速分别为17%和19.8%。
• AI全面渗透：内部超40%新代码由AI生成，To-C产品元宝APP DAU跻身行业前三，To-B产品腾讯会议AI功能用户同比增150%。
🔍【章节索引】
一、业绩引擎：游戏与广... more
🔥 【核心数据】
⚡️ 目标价：花旗给予北方稀土“买入”评级，目标价72元；中国稀土“中性”评级，目标价61.6元。
🚀 周期定位：全球稀土行业处于“早期至中期上升周期”，供需格局持续改善。
💸 需求引擎：新能源汽车、风电、机器人驱动需求，预计2027年全球钕铁硼磁材需求达185,562吨，其中新能源汽车需求95,655吨。
🌐 供给主导：中国控制全球85%-90% 的稀土冶炼分离产能，稀土永磁材料产量占全球约90%。
🔍 章节索引
一、行业周期：为什么稀土处于“黄金上升期”？
→... more
🔥 【核心发现】
⚡️ 成本革命：AMD MI325X在特定场景下TCO比H200低50%，颠覆性价比认知
🚀 能效突破：英伟达GB200 NVL72 能效提升8倍，每兆瓦Token产出领先AMD 20%
💸 测试规模：平台每夜在数百颗芯片上运行，覆盖主流推理框架与模型
🌐 开源价值：InferenceMAX™完全开源，提供真实世界应用基准
🔍 章节索引
一、基准测试革命：为什么需要InferenceMAX™？
→ 行业痛点：
- LLM推理软件每月迭代，传统基准测试迅速过时
- ... more
🔥 【核心数据】
⚡️ 合作规模：AMD与OpenAI达成6GW AI算力合作，投资规模超1000亿美元
🚀 股价目标：摩根士丹利将AMD目标价从168美元大幅上调至246美元
💸 股权纽带：AMD向OpenAI发行1.6亿股认股权证，行权条件与股价及部署进度挂钩
🌐 部署计划：首次1GW容量部署预计于2026年下半年开始
🔍 章节索引
一、合作深度解构：为什么这是"改变游戏规则"的交易？
→ 算力规模对标：
- OpenAI并行推进AMD 6GW与英伟达10GW算力建设
- AM... more
🔥 【核心数据】
⚡️ 价格异动：9月多晶硅价涨8%、玻璃涨15%，但均为虚假繁荣
🚀 库存危机：产业链库存达130GW，超下半年需求4倍
💸 价格预警：多晶硅/玻璃年底前将暴跌20%，盈利持续承压
🌐 需求分化：中国安装量同比降55%，出口却增47%至27.5GW
🔍 章节索引
一、价格迷局：9月上涨为何只是“回光返照”？
→ 补库存驱动假象：
- 下游硅片/组件厂商恐慌性备货，非实际需求复苏
- 20GW多晶硅/15GW玻璃库存从生产商转移至客户侧
→ 反内卷效果有限：
- 限... more
🔥 【核心突破】
⚡️ 学习革命：四足机器人1小时学会站立行走，跌倒后10分钟掌握翻身
🚀 效率跃升：生成式模拟器减少90%真实世界试错成本
💸 技术拐点：Google Veo 3实现零样本物理推理与工具使用
🌐 新定律："世界经验Scaling Law"开启交互学习智能体万亿赛道
🔍 章节索引
一、LLM困局：为什么语言模型永远教不会机器人？
→ 根本缺陷：
- LLM仅模仿表面，缺乏目标驱动与经验学习能力
- 语言与动作天然脱节，"轻轻放置"无法指导具体力学参数
→ 延迟致命：... more
🔥 【核心洞察】
⚡️ 资本黑洞：单个250MW数据中心成本120亿美元，全球AI投资将达1万亿美元
🚀 电力危机：2030年数据中心耗电激增160%，老旧电网成最大瓶颈
💸 融资革命：证券化融资释放25%现金流，主权基金入场布局
🌐 地缘博弈：数据中心成新时代"大使馆"，中东/拉美成兵家必争之地
🔍 章节索引
一、范式革命：为什么AI需要重塑世界基础设施？
→ 历史性拐点：
- 继铁路/互联网后第三大技术革命，催生新产业与商业模式
- 超大规模运营商（Amazon/Google/... more
🔥 【核心数据】
⚡️ 目标价跳涨：摩根大通将目标价从170美元→245美元（+44%），港股240港元
🚀 云业务爆发：阿里云Q2收入同比增26%，连续8个季度加速增长
💸 AI巨额投入：未来三年投资3800亿元（约530亿美元）于AI/云基础设施
🌐 生态规模：魔搭平台已构建超80万个AI智能体，成国内最大模型社区之一
🔍 章节索引
一、估值重构：为什么阿里从"弃子"变"核心资产"？
→ 市场表现碾压：
- 估值倍数从周期股转向成长股，对应15-20倍市盈率
→ 叙事根本转变：... more
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