有意思嘛的个人主页 - 老虎社区

有意思嘛

有意思嘛

无论你做多做空都是自己的选择但请不要忽视别人的感受

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22关注

1869粉丝

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0勋章

2025-05-16

$特斯拉(TSLA)$

$英伟达(NVDA)$ 7万变70万刀不难难的是你的耐心收钱提车🙂‍↔️

02-26

$苹果(AAPL)$ 得赶在发布会前涨一波啊

02-26

经济危机到了的时候就是如此🙂‍↕️

《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙

02-26

$英伟达(NVDA)$ 都是财报后一天跌正常太高咯回调才正常

02-26

$英伟达(NVDA)$ 来波双杀就好👌🏻

02-13

$纳指100ETF(QQQ)$ 接近经济危机🤫

02-12

$苹果(AAPL)$ 古尔曼估计买了不少的put🙂‍↔️🙂‍↔️🙂‍↔️

02-06

$苹果(AAPL)$ 期待你的新高

02-06

$亚马逊(AMZN)$ 等会不得来个10个点就有点说不过去了

02-05

$美光科技(MU)$ 都说不用急等着崩就可以了就是这种感觉很好成功炒顶

02-04

$苹果(AAPL)$ 波动了还是很低这波有机会冲新高

02-03

$苹果(AAPL)$ 财报预期回补希望回到巅峰

01-30

$特斯拉(TSLA)$ 可以刚建仓就飞了合并搞波大的😂

01-30

$苹果(AAPL)$ 今天这大盘不保你来个8个点嘛？😂

01-29

$美光科技(MU)$ 耐心等着蹦就好了

01-29

$Meta Platforms, Inc.(META)$ 摸一下700呗

2025-12-09

$Meta Platforms, Inc.(META)$ 扶不起的阿斗 700都回不去

2025-11-21

$苹果(AAPL)$ 在车上要扶好避免摔倒🥱 300 目标不变

2025-11-17

放弃苹果？人家第一重仓还是苹果

“股神”隐退，伯克希尔为何“弃苹果、选谷歌”？

2025-11-12

$苹果(AAPL)$ 老老实实拿着不要想七想八等300

2025-11-11

$苹果(AAPL)$ 今天该补涨

去老虎APP查看更多动态

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得赶在发布会前涨一波啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536987263968648","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536992106968768,"gmtCreate":1772120709924,"gmtModify":1772120712567,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"经济危机到了的时候就是如此🙂‍↕️","listText":"经济危机到了的时候就是如此🙂‍↕️","text":"经济危机到了的时候就是如此🙂‍↕️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536992106968768","repostId":"1135715002","repostType":2,"repost":{"id":"1135715002","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772120011,"share":"https://www.laohu8.com/m/news/1135715002?lang=zh_CN&edition=full","pubTime":"2026-02-26 23:33","market":"us","language":"zh","title":"《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙","url":"https://stock-news.laohu8.com/highlight/detail?id=1135715002","media":"老虎资讯综合","summary":"因《大空头》成名的迈克尔·贝里正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。英伟达股价周四早盘跌幅超5%。","content":"<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达&#34;战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求&#34;。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>&#34;并非暂时现象&#34;</strong></p><p style=\"text-align: start;\">他写道：&#34;现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。&#34;</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">&#34;这并非业务如常。这是风险，&#34;贝里在谈到英伟达时表示。&#34;在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，&#34;他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道：&#34;这类利润率可能会随着需求的变化而迅速回落。&#34;</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道：&#34;我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。&#34;</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙</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《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙\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\">2026-02-26 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达&#34;战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求&#34;。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>&#34;并非暂时现象&#34;</strong></p><p style=\"text-align: start;\">他写道：&#34;现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。&#34;</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">&#34;这并非业务如常。这是风险，&#34;贝里在谈到英伟达时表示。&#34;在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，&#34;他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道：&#34;这类利润率可能会随着需求的变化而迅速回落。&#34;</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道：&#34;我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。&#34;</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ae469a7b0a9accd31adbf51772f5ec50","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135715002","content_text":"因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达\"战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求\"。在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。\"并非暂时现象\"他写道：\"现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。\"这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。\"这并非业务如常。这是风险，\"贝里在谈到英伟达时表示。\"在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，\"他说。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。他写道：\"这类利润率可能会随着需求的变化而迅速回落。\"回应担忧尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。罗森布拉特分析师在给客户的报告中写道：\"我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。\"这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536978029741608,"gmtCreate":1772119106720,"gmtModify":1772119108418,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 都是财报后一天跌正常 太高咯 回调才正常","listText":"<a 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回调才正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/536978029741608","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559085683958203","authorId":"3559085683958203","name":"上官婉儿7","avatar":"https://static.tigerbbs.com/9b857b44db5048cd4e7a6d0a976ca802","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3559085683958203","idStr":"3559085683958203"},"content":"英伟达横盘快半年了，请问高在哪？明明就是机构砸盘，业绩多好也白搭","text":"英伟达横盘快半年了，请问高在哪？明明就是机构砸盘，业绩多好也白搭","html":"英伟达横盘快半年了，请问高在哪？明明就是机构砸盘，业绩多好也白搭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536748106375512,"gmtCreate":1772053183147,"gmtModify":1772058637463,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117190809a6ff3ce8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4579":"人工智能","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117190809a6ff3ce8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584642226","content_text":"“股神”巴菲特虽然宣布隐退了，但他的投资旗舰伯克希尔·哈撒韦(以下简称“伯克希尔”)依然受到众多投资者的关注。由于重大投资依旧是由巴菲特做主，伯克希尔的大笔买卖依旧能指引“股神”拥趸们的投资方向。日前，伯克希尔公布了今年第三季度的投资报告。第三季度，伯克希尔买入了64亿美元股票，卖出了125亿美元股票，这是其连续第十二个季度净卖出股票。最引人注目的是，在三季度，伯克希尔新买入Alphabet(谷歌母公司)1785万股股票，市值约43.4亿美元，在伯克希尔持仓中占1.62%。这是伯克希尔首次买入Alphabet，也是首次大规模买入一家互联网科技公司。虽然此前苹果是其第一大仓位股票，但“股神”对苹果的企业定位依旧是电子消费品，没有脱离“消费”范畴，而Alphabet的科技定位显然还要“飘忽”一些。这里的“飘忽”，是从企业定位和财务报表看，显然不太符合“股神”“看得懂、透明公司”的定义。更耐人寻味的是，今年第三季度，伯克希尔减持了约4179万股苹果股票，这也是“股神”的旗舰公司连续第二个季度抛售苹果股票。如果是看好科技股的发展前景，伯克希尔似乎完全没有必要一增一减，因为伯克希尔有足够的现金头寸，不可能是因为缺钱而“拆东墙补西墙”。究其原因，可能是苹果在AI之路上步伐太小，今年在资本市场的表现不是太好。在美股科技“七姐妹”中，由于苹果有传统的产品和生态护城河，所以其在AI上的表现并不出色，其股价表现也不如人意，截至11月14日，今年的股价只涨了23%。反观谷歌，同时期的年度涨幅则达到84%。关键是涨了这么多，其动态市盈率也只有23倍，比苹果近35倍的动态市盈率要小得多。与此相对应的，是谷歌预计2026年的资本支出将远高于2025年的920亿美元，其中大部分资金投入到AI相关领域。苹果则预计未来4年在AI领域投资800亿美元，两相比较差距明显。其实，在“股神”高调退休以后，伯克希尔立刻显露出与时俱进的味道。今年第三季度，伯克希尔还减持了3720万股美国银行股份，并清仓了对房屋建筑商DR 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完全动不了"},{"author":{"id":"3496643964187137","authorId":"3496643964187137","name":"青风飘雪","avatar":"https://static.tigerbbs.com/924a7f9fc064889c77406402ac4914ea","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3496643964187137","idStr":"3496643964187137"},"content":"TLRY大麻你怎么看，财报是好还是不好","text":"TLRY大麻你怎么看，财报是好还是不好","html":"TLRY大麻你怎么看，财报是好还是不好"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":943240027,"gmtCreate":1594647419069,"gmtModify":1704206113720,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>不好意思这20万我先收下了！<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a 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搞笑搞笑","text":"还有两天时间和我说归0？ 搞笑搞笑","html":"还有两天时间和我说归0？ 搞笑搞笑"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":970362507,"gmtCreate":1597672544709,"gmtModify":1704216252957,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我的预测很稳[开心][开心][开心]只在群里发布！","listText":"<a 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[喷血]","text":"你不上周五让全卖了嘛 [喷血]","html":"你不上周五让全卖了嘛 [喷血]"}],"imageCount":3,"langContent":"CN","totalScore":0}],"lives":[]}