凉风羽羽毛的个人主页 - 老虎社区

凉风羽羽毛

暂无个人介绍

IP属地：浙江

20关注

1粉丝

0主题

0勋章

凉风羽羽毛

10-31

$拼多多(PDD)$ 不是，半导体跌你tm又完全不搞ai跌什么，控盘狗做的也太过了吧

凉风羽羽毛

10-26

笑死了，你的星链和发射业务才多少营收，当初上市的时候为了吹市值“太空算力冷却成本低”都抓上了，现在又说算力没什么，那真把你泡沫都跌没了你又不乐意了

马斯克最新判断：看衰AI算力，200家云厂商即将面临终局

凉风羽羽毛

10-21

$拼多多(PDD)$ 有本事再跌50%，我看着笑啥哈

凉风羽羽毛

10-21

$拼多多(PDD)$ 垃圾又演起来了

凉风羽羽毛

10-01

$拼多多(PDD)$ 某个人也配蹭巴菲特，呵呵

凉风羽羽毛

10-01

$拼多多(PDD)$ 操盘狗真做的出来，不如直接砸到20吧

凉风羽羽毛

09-24

$拼多多(PDD)$ 垃圾我看你跌到0，我陪你

凉风羽羽毛

09-21

$拼多多(PDD)$ 牛逼，这种情况下还跌

凉风羽羽毛

09-15

$拼多多(PDD)$ 再多买点软文，你会更低[开心]

凉风羽羽毛

09-11

$拼多多(PDD)$ 🐶吗？一开盘就跌，公司人都无了？

凉风羽羽毛

09-09

$拼多多(PDD)$ 不可能分红的。。就像黄不可能当首富，分红他就要当首富了，可能分吗

凉风羽羽毛

09-08

$拼多多(PDD)$ 黄:莫要害苦了我[流泪] [流泪] [流泪]

凉风羽羽毛

08-31

$拼多多(PDD)$ 回购股票不肯花钱，猛猛花钱买软文

凉风羽羽毛

08-24

$拼多多(PDD)$ 这上上下下的，合理吗

凉风羽羽毛

07-29

$闪迪(SNDK)$ 兄弟们，敢抄底吗

凉风羽羽毛

07-01

$闪迪(SNDK)$ 伯恩斯坦呢，继续吹票啊，谁再信这些投行，谁是大韭菜

凉风羽羽毛

06-22

$谷歌(GOOG)$ 你也成老登了？

凉风羽羽毛

06-11

$拼多多(PDD)$ 阿段呢呢，不要再和小女友玩了，赶紧来救一下

凉风羽羽毛

06-09

$拼多多(PDD)$ 这是要笑死我吗

凉风羽羽毛

05-27

$CoreWeave, Inc.(CRWV)$ 高管团队:接盘的人太多了，老是卖飞了

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4117954127910450","uuid":"4117954127910450","gmtCreate":1654851243914,"gmtModify":1654851243914,"name":"凉风羽羽毛","pinyin":"lfyymliangfengyuyumao","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":20,"tweetSize":35,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.01","exceedPercentage":"93.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.14","exceedPercentage":"80.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":6,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":624107108995896,"gmtCreate":1793385004304,"gmtModify":1793411446771,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 不是，半导体跌你tm又完全不搞ai跌什么，控盘狗做的也太过了吧","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 不是，半导体跌你tm又完全不搞ai跌什么，控盘狗做的也太过了吧","text":"$拼多多(PDD)$ 不是，半导体跌你tm又完全不搞ai跌什么，控盘狗做的也太过了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624107108995896","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622482151547864,"gmtCreate":1793012722533,"gmtModify":1793012725252,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"笑死了，你的星链和发射业务才多少营收，当初上市的时候为了吹市值“太空算力冷却成本低”都抓上了，现在又说算力没什么，那真把你泡沫都跌没了你又不乐意了","listText":"笑死了，你的星链和发射业务才多少营收，当初上市的时候为了吹市值“太空算力冷却成本低”都抓上了，现在又说算力没什么，那真把你泡沫都跌没了你又不乐意了","text":"笑死了，你的星链和发射业务才多少营收，当初上市的时候为了吹市值“太空算力冷却成本低”都抓上了，现在又说算力没什么，那真把你泡沫都跌没了你又不乐意了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622482151547864","repostId":"2678681751","repostType":2,"repost":{"id":"2678681751","kind":"highlight","weMediaInfo":{"introduction":"新型财经科技信息服务提供商，专注TMT。技术改变商业，商业改变世界，我们纪录这个过程，并聚集这些改变世界的人。","home_visible":1,"media_name":"TMTPost","id":"1065587721","head_image":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c"},"pubTimestamp":1793003904,"share":"https://www.laohunote.com/m/news/2678681751?lang=zh_CN&edition=full","pubTime":"2026-10-26 16:38","market":"us","language":"zh","title":"马斯克最新判断：看衰AI算力，200家云厂商即将面临终局","url":"https://stock-news.laohu8.com/highlight/detail?id=2678681751","media":"TMTPost","summary":"随之而来的，是马斯克极其冷酷的预判：“这意味着，那200多家‘新云’服务商将经历孔雀鱼般的消亡与合并。有些能幸存下来，但数量不多。”这就是最残酷的现实：那些没有“独立于AI数据中心实质收入”的200多家新云公司，即将面临资金链断裂。大量不合格的“新云”服务商将被清洗，不合规的AI初创公司将被耗死，而缺乏电力和配套设施的“搁浅算力”，将成为这场泡沫最惨烈的遗迹。","content":"<html><head></head><body><p style=\"text-align: left;\">在AI大模型的狂欢里，算力一直被视作<a href=\"https://laohu8.com/S/00166\">新时代</a>的“石油”。</p><p style=\"text-align: left;\">为了抢夺算力，硅谷的巨头们不惜砸下<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元；而一众没有大厂背景的“新云”服务商（Neoclouds）更是通过疯狂借债，买下成千上万张英伟达GPU，试图在这场淘金热中扮演“卖铲人”的角色。</p><p style=\"text-align: left;\">然而，这场击鼓传花的游戏，正在迎来它的终局。</p><p style=\"text-align: left;\">近日，埃隆·马斯克（Elon Musk）在X上与知名投资人查马斯·帕里哈皮蒂亚（Chamath Palihapitiya）进行了一场极其硬核的对话。马斯克一针见血地捅破了AI算力市场当下的虚假繁荣：过去几周，债务市场几乎完全切断了对那些没有独立于AI数据中心实质收入的公司提供资金的渠道。</p><p style=\"text-align: left;\">随之而来的，是马斯克极其冷酷的预判：“这意味着，那200多家‘新云’服务商将经历孔雀鱼般的消亡与合并。有些能幸存下来，但数量不多。”</p><p style=\"text-align: left;\">与此同时，曾精准做空次贷危机的投资人查马斯也补了一刀，指出2027年将出现大量“搁浅的算力（stranded compute）”和半途而废的数据中心。</p><p style=\"text-align: left;\">这场对话，不仅撕下了AI算力狂热的遮羞布，更宣告了AI基建行业的大洗牌，已经提前拉开了帷幕。</p><h3 style=\"text-align: left;\">债务市场的急刹车：200家新云的出局</h3><p style=\"text-align: left;\">要看懂这场危机，首先要明白什么是“新云（Neoclouds）”。</p><p style=\"text-align: left;\">过去两年，像CoreWeave这样的公司异军突起。他们不像亚马逊AWS或微软Azure那样拥有庞大的通用云计算生态，他们只做一件事：从英伟达买来GPU，然后高价租给急需算力的大模型公司或AI创业团队。</p><p style=\"text-align: left;\">这本质上是一场极其极端的“高杠杆+重资产”金融游戏。这些公司没有稳定的现金流支撑，只能依靠华尔街的债务融资来购买动辄几万美元一张的显卡。他们的商业模式极其脆弱：只要算力租赁的价格下跌，或者借新还旧的链条断裂，公司就会瞬间陷入绝境。</p><p style=\"text-align: left;\">马斯克在对话中极其精准地点出了目前的死穴：债务市场的资金水龙头已经关上。</p><p style=\"text-align: left;\">在经历了长期的狂热后，华尔街的<a href=\"https://laohu8.com/S/FISI\">金融机构</a>终于开始审视风险。当他们发现，许多AI初创公司的收入根本覆盖不了高昂的算力账单，而“新云”公司不仅缺乏抵押物，且极度依赖高息债务时，资本的避险本能被彻底激活。</p><p style=\"text-align: left;\">马斯克拿自己的公司举了例子：“<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>为GPU筹集了400亿美元的债务，但我们拥有投资级信用评级，并且有星链和发射收入。如果你没有实实在在的现金流，就别想从债务市场拿到一分钱。”</p><p style=\"text-align: left;\">这就是最残酷的现实：那些没有“独立于AI数据中心实质收入”的200多家新云公司，即将面临资金链断裂。马斯克用“孔雀鱼般的大量消亡”来形容这场即将到来的倒闭潮。在资本退潮后，沙滩上只会剩下一地鸡毛和无法变现的二手显卡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ccc801bd0cf414ebec6732de02eda90\" data-align=\"center\" tg-width=\"844\" tg-height=\"988\"/><span></span></p><h3 style=\"text-align: left;\">2027年的“搁浅算力”：基建狂飙后的废墟</h3><p style=\"text-align: left;\">在这场对话中，查马斯提出了一个更为致命的产业痛点：2027年的“搁浅算力”危机。</p><p style=\"text-align: left;\">查马斯直言，他正在目睹一场因为官僚主义导致的灾难。很多科技巨头（Hyperscalers）在建设数据中心时，流程极度拖沓。“英伟达光是签个保密协议（NDA）就要三个月，委托期甚至要求18个月。”</p><p style=\"text-align: left;\">这种迟缓的供应链和官僚主义，加上电网容量、建筑审批等物理限制，导致大量数据中心无法按时完工。与此同时，大厂们为了自己的大模型业务，会把所有自建的算力牢牢攥在手里，优先满足内部需求，其次才会分给第三方。</p><p style=\"text-align: left;\">这就造成了一个极其荒诞的资本浪费：许多公司花了几十亿美元买来了最顶级的GPU，建了庞大的机房，但到了2027年，却因为没电、没网、没应用场景，导致这些算力变成了“半拉子工程”，堆积在仓库里吃灰，无法产生任何收益。</p><p style=\"text-align: left;\">这些“搁浅的算力”，不仅是科技巨头的财务灾难，更是对那些靠租赁算力生存的中小AI公司的一记重击。钱已经花了，设备却成了毫无用处的废铁。</p><p style=\"text-align: left;\">巨头的挤压：谁在偷笑，谁在流血？ 在这场算力寒冬中，并不是所有人都在瑟瑟发抖。</p><p style=\"text-align: left;\">正如查马斯所指出的，这种错配只会让两类公司获益： 第一类，是能够快速建立起工业级规模的非官僚巨头。 比如马斯克的xAI，依托于强大的工程文化，能够极速<a href=\"https://laohu8.com/S/01630\">建成</a>拥有十万张H100的超级计算集群。 第二类，是资金极其充裕且足够敏捷的玩家。 比如微软和Meta，他们拥有庞大的现金流，可以无视短期债务市场的波动，继续囤积粮草。</p><p style=\"text-align: left;\">而对于夹在中间的“新云”公司和大模型初创企业来说，他们面临的不仅是算力租不到，还有巨头们极其苛刻的“数字剥削”。</p><p style=\"text-align: left;\">查马斯爆料称，大厂现在甚至不允许第三方模型公司直接接入，他们要求模型公司必须走大厂的“模型路由器（model router）”，并从中抽取极高的过路费。他甚至暗示，在Anthropic此前被曝光的S-1机密文件中，就提到了“大厂告知他们没有多余的算力”。这印证了算力短缺和巨头垄断，已经达到了极其危险的地步。</p><h3 style=\"text-align: left;\">做空的阴云：马斯克与查马斯的“双簧”？</h3><p style=\"text-align: left;\">这则推文最有趣的一个细节，发生在评论区。</p><p style=\"text-align: left;\">当马斯克和查马斯两人在对AI算力泡沫指点江山、表达悲观预期时，做空机构Hedgeye的创始人Jack Gee直接在下面开炮了：“你们俩配合得真棒。这看起来是个不错的分散风险、打击竞争对手的方法。”</p><p style=\"text-align: left;\">Jack Gee的嘲讽可谓一针见血。查马斯在2021年的SPAC（特殊目的收购公司）泡沫中，曾靠着疯狂吹捧和虚假宣传，坑害了无数散户，套现离场。如今，他和马斯克两人一边重仓AI基础设施，一边在公开场合唱衰那些借债囤卡的“新云”公司。</p><p style=\"text-align: left;\">他们的言论，客观上起到了打压竞争对手的作用。一旦市场恐慌加剧，债务利率飙升，那些依靠高杠杆买卡的竞争对手就会陷入死局，而像SpaceX和xAI这样有着稳定现金流和多元化融资渠道的巨头，反而能趁机抄底，完成行业的寡头垄断。</p><h3 style=\"text-align: left;\">结语：AI大基建的“成人礼”</h3><p style=\"text-align: left;\">AI算力的狂奔，终于撞上了金融常识的南墙。</p><p style=\"text-align: left;\">过去两年，人们以为只要买到英伟达的显卡，就能印钞。但这场由债务驱动的狂欢，掩盖了商业模式的巨大漏洞。AI基建，本质上是长周期、重资产、低容错的传统业务。它需要电网的配合、供应链的支撑、以及极其庞大的资本储备。</p><p style=\"text-align: left;\">2027年，注定将是AI算力产业极其动荡的一年。大量不合格的“新云”服务商将被清洗，不合规的AI初创公司将被耗死，而缺乏电力和配套设施的“搁浅算力”，将成为这场泡沫最惨烈的遗迹。</p><p style=\"text-align: left;\">在技术革命的浪潮中，那些只靠PPT和借债吹起来的泡沫，终将被重力无情地撕碎。最终能笑到最后的，永远是那些拥有最强现金流、最硬核工程能力和最冷静商业头脑的少数派。</p><p style=\"text-align: left;\"> </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>马斯克最新判断：看衰AI算力，200家云厂商即将面临终局</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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马斯克最新判断：看衰AI算力，200家云厂商即将面临终局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065587721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TMTPost </p>\n<p class=\"h-time\">2026-10-26 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在AI大模型的狂欢里，算力一直被视作<a href=\"https://laohu8.com/S/00166\">新时代</a>的“石油”。</p><p style=\"text-align: left;\">为了抢夺算力，硅谷的巨头们不惜砸下<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元；而一众没有大厂背景的“新云”服务商（Neoclouds）更是通过疯狂借债，买下成千上万张英伟达GPU，试图在这场淘金热中扮演“卖铲人”的角色。</p><p style=\"text-align: left;\">然而，这场击鼓传花的游戏，正在迎来它的终局。</p><p style=\"text-align: left;\">近日，埃隆·马斯克（Elon Musk）在X上与知名投资人查马斯·帕里哈皮蒂亚（Chamath Palihapitiya）进行了一场极其硬核的对话。马斯克一针见血地捅破了AI算力市场当下的虚假繁荣：过去几周，债务市场几乎完全切断了对那些没有独立于AI数据中心实质收入的公司提供资金的渠道。</p><p style=\"text-align: left;\">随之而来的，是马斯克极其冷酷的预判：“这意味着，那200多家‘新云’服务商将经历孔雀鱼般的消亡与合并。有些能幸存下来，但数量不多。”</p><p style=\"text-align: left;\">与此同时，曾精准做空次贷危机的投资人查马斯也补了一刀，指出2027年将出现大量“搁浅的算力（stranded compute）”和半途而废的数据中心。</p><p style=\"text-align: left;\">这场对话，不仅撕下了AI算力狂热的遮羞布，更宣告了AI基建行业的大洗牌，已经提前拉开了帷幕。</p><h3 style=\"text-align: left;\">债务市场的急刹车：200家新云的出局</h3><p style=\"text-align: left;\">要看懂这场危机，首先要明白什么是“新云（Neoclouds）”。</p><p style=\"text-align: left;\">过去两年，像CoreWeave这样的公司异军突起。他们不像亚马逊AWS或微软Azure那样拥有庞大的通用云计算生态，他们只做一件事：从英伟达买来GPU，然后高价租给急需算力的大模型公司或AI创业团队。</p><p style=\"text-align: left;\">这本质上是一场极其极端的“高杠杆+重资产”金融游戏。这些公司没有稳定的现金流支撑，只能依靠华尔街的债务融资来购买动辄几万美元一张的显卡。他们的商业模式极其脆弱：只要算力租赁的价格下跌，或者借新还旧的链条断裂，公司就会瞬间陷入绝境。</p><p style=\"text-align: left;\">马斯克在对话中极其精准地点出了目前的死穴：债务市场的资金水龙头已经关上。</p><p style=\"text-align: left;\">在经历了长期的狂热后，华尔街的<a href=\"https://laohu8.com/S/FISI\">金融机构</a>终于开始审视风险。当他们发现，许多AI初创公司的收入根本覆盖不了高昂的算力账单，而“新云”公司不仅缺乏抵押物，且极度依赖高息债务时，资本的避险本能被彻底激活。</p><p style=\"text-align: left;\">马斯克拿自己的公司举了例子：“<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>为GPU筹集了400亿美元的债务，但我们拥有投资级信用评级，并且有星链和发射收入。如果你没有实实在在的现金流，就别想从债务市场拿到一分钱。”</p><p style=\"text-align: left;\">这就是最残酷的现实：那些没有“独立于AI数据中心实质收入”的200多家新云公司，即将面临资金链断裂。马斯克用“孔雀鱼般的大量消亡”来形容这场即将到来的倒闭潮。在资本退潮后，沙滩上只会剩下一地鸡毛和无法变现的二手显卡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ccc801bd0cf414ebec6732de02eda90\" data-align=\"center\" tg-width=\"844\" tg-height=\"988\"/><span></span></p><h3 style=\"text-align: left;\">2027年的“搁浅算力”：基建狂飙后的废墟</h3><p style=\"text-align: left;\">在这场对话中，查马斯提出了一个更为致命的产业痛点：2027年的“搁浅算力”危机。</p><p style=\"text-align: left;\">查马斯直言，他正在目睹一场因为官僚主义导致的灾难。很多科技巨头（Hyperscalers）在建设数据中心时，流程极度拖沓。“英伟达光是签个保密协议（NDA）就要三个月，委托期甚至要求18个月。”</p><p style=\"text-align: left;\">这种迟缓的供应链和官僚主义，加上电网容量、建筑审批等物理限制，导致大量数据中心无法按时完工。与此同时，大厂们为了自己的大模型业务，会把所有自建的算力牢牢攥在手里，优先满足内部需求，其次才会分给第三方。</p><p style=\"text-align: left;\">这就造成了一个极其荒诞的资本浪费：许多公司花了几十亿美元买来了最顶级的GPU，建了庞大的机房，但到了2027年，却因为没电、没网、没应用场景，导致这些算力变成了“半拉子工程”，堆积在仓库里吃灰，无法产生任何收益。</p><p style=\"text-align: left;\">这些“搁浅的算力”，不仅是科技巨头的财务灾难，更是对那些靠租赁算力生存的中小AI公司的一记重击。钱已经花了，设备却成了毫无用处的废铁。</p><p style=\"text-align: left;\">巨头的挤压：谁在偷笑，谁在流血？ 在这场算力寒冬中，并不是所有人都在瑟瑟发抖。</p><p style=\"text-align: left;\">正如查马斯所指出的，这种错配只会让两类公司获益： 第一类，是能够快速建立起工业级规模的非官僚巨头。 比如马斯克的xAI，依托于强大的工程文化，能够极速<a href=\"https://laohu8.com/S/01630\">建成</a>拥有十万张H100的超级计算集群。 第二类，是资金极其充裕且足够敏捷的玩家。 比如微软和Meta，他们拥有庞大的现金流，可以无视短期债务市场的波动，继续囤积粮草。</p><p style=\"text-align: left;\">而对于夹在中间的“新云”公司和大模型初创企业来说，他们面临的不仅是算力租不到，还有巨头们极其苛刻的“数字剥削”。</p><p style=\"text-align: left;\">查马斯爆料称，大厂现在甚至不允许第三方模型公司直接接入，他们要求模型公司必须走大厂的“模型路由器（model router）”，并从中抽取极高的过路费。他甚至暗示，在Anthropic此前被曝光的S-1机密文件中，就提到了“大厂告知他们没有多余的算力”。这印证了算力短缺和巨头垄断，已经达到了极其危险的地步。</p><h3 style=\"text-align: left;\">做空的阴云：马斯克与查马斯的“双簧”？</h3><p style=\"text-align: left;\">这则推文最有趣的一个细节，发生在评论区。</p><p style=\"text-align: left;\">当马斯克和查马斯两人在对AI算力泡沫指点江山、表达悲观预期时，做空机构Hedgeye的创始人Jack Gee直接在下面开炮了：“你们俩配合得真棒。这看起来是个不错的分散风险、打击竞争对手的方法。”</p><p style=\"text-align: left;\">Jack Gee的嘲讽可谓一针见血。查马斯在2021年的SPAC（特殊目的收购公司）泡沫中，曾靠着疯狂吹捧和虚假宣传，坑害了无数散户，套现离场。如今，他和马斯克两人一边重仓AI基础设施，一边在公开场合唱衰那些借债囤卡的“新云”公司。</p><p style=\"text-align: left;\">他们的言论，客观上起到了打压竞争对手的作用。一旦市场恐慌加剧，债务利率飙升，那些依靠高杠杆买卡的竞争对手就会陷入死局，而像SpaceX和xAI这样有着稳定现金流和多元化融资渠道的巨头，反而能趁机抄底，完成行业的寡头垄断。</p><h3 style=\"text-align: left;\">结语：AI大基建的“成人礼”</h3><p style=\"text-align: left;\">AI算力的狂奔，终于撞上了金融常识的南墙。</p><p style=\"text-align: left;\">过去两年，人们以为只要买到英伟达的显卡，就能印钞。但这场由债务驱动的狂欢，掩盖了商业模式的巨大漏洞。AI基建，本质上是长周期、重资产、低容错的传统业务。它需要电网的配合、供应链的支撑、以及极其庞大的资本储备。</p><p style=\"text-align: left;\">2027年，注定将是AI算力产业极其动荡的一年。大量不合格的“新云”服务商将被清洗，不合规的AI初创公司将被耗死，而缺乏电力和配套设施的“搁浅算力”，将成为这场泡沫最惨烈的遗迹。</p><p style=\"text-align: left;\">在技术革命的浪潮中，那些只靠PPT和借债吹起来的泡沫，终将被重力无情地撕碎。最终能笑到最后的，永远是那些拥有最强现金流、最硬核工程能力和最冷静商业头脑的少数派。</p><p style=\"text-align: left;\"> </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/164dc5093528f308c456aef1ad173b1e","relate_stocks":{"CWVX":"2倍做多CRWV ETF-Tradr","IREX":"2倍做多IREN ETF-Tradr","IREN":"IREN Ltd","IREZ":"Tradr 2X Short IREN Daily ETF","NEBX":"2倍做多NBIS ETF-Tradr","NBIC":"Corgi NBIS 2x Daily ETF","NBIS":"NEBIUS","CRWG":"2倍做多CRWV ETF-Leverage Shares","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","CRWV":"CoreWeave, Inc.","NBIL":"GraniteShares 2x Long NBIS Daily ETF","CWII":"REX CRWV Growth & Income ETF","CRWU":"2倍做多CRWV ETF-T-Rex","IRE":"2倍做多IREN ETF-Defiance","NBIZ":"Tradr 2X Short NBIS Daily ETF","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","CRWX":"Corgi CRWV 2x Daily ETF","IREC":"Corgi IREN 2x Daily ETF","IREG":"2倍做多IREN ETF-Leverage Shares"},"source_url":"https://www.tmtpost.com/8181884.html?rss=laohu8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678681751","content_text":"在AI大模型的狂欢里，算力一直被视作新时代的“石油”。为了抢夺算力，硅谷的巨头们不惜砸下数百亿美元；而一众没有大厂背景的“新云”服务商（Neoclouds）更是通过疯狂借债，买下成千上万张英伟达GPU，试图在这场淘金热中扮演“卖铲人”的角色。然而，这场击鼓传花的游戏，正在迎来它的终局。近日，埃隆·马斯克（Elon Musk）在X上与知名投资人查马斯·帕里哈皮蒂亚（Chamath Palihapitiya）进行了一场极其硬核的对话。马斯克一针见血地捅破了AI算力市场当下的虚假繁荣：过去几周，债务市场几乎完全切断了对那些没有独立于AI数据中心实质收入的公司提供资金的渠道。随之而来的，是马斯克极其冷酷的预判：“这意味着，那200多家‘新云’服务商将经历孔雀鱼般的消亡与合并。有些能幸存下来，但数量不多。”与此同时，曾精准做空次贷危机的投资人查马斯也补了一刀，指出2027年将出现大量“搁浅的算力（stranded compute）”和半途而废的数据中心。这场对话，不仅撕下了AI算力狂热的遮羞布，更宣告了AI基建行业的大洗牌，已经提前拉开了帷幕。债务市场的急刹车：200家新云的出局要看懂这场危机，首先要明白什么是“新云（Neoclouds）”。过去两年，像CoreWeave这样的公司异军突起。他们不像亚马逊AWS或微软Azure那样拥有庞大的通用云计算生态，他们只做一件事：从英伟达买来GPU，然后高价租给急需算力的大模型公司或AI创业团队。这本质上是一场极其极端的“高杠杆+重资产”金融游戏。这些公司没有稳定的现金流支撑，只能依靠华尔街的债务融资来购买动辄几万美元一张的显卡。他们的商业模式极其脆弱：只要算力租赁的价格下跌，或者借新还旧的链条断裂，公司就会瞬间陷入绝境。马斯克在对话中极其精准地点出了目前的死穴：债务市场的资金水龙头已经关上。在经历了长期的狂热后，华尔街的金融机构终于开始审视风险。当他们发现，许多AI初创公司的收入根本覆盖不了高昂的算力账单，而“新云”公司不仅缺乏抵押物，且极度依赖高息债务时，资本的避险本能被彻底激活。马斯克拿自己的公司举了例子：“SpaceX为GPU筹集了400亿美元的债务，但我们拥有投资级信用评级，并且有星链和发射收入。如果你没有实实在在的现金流，就别想从债务市场拿到一分钱。”这就是最残酷的现实：那些没有“独立于AI数据中心实质收入”的200多家新云公司，即将面临资金链断裂。马斯克用“孔雀鱼般的大量消亡”来形容这场即将到来的倒闭潮。在资本退潮后，沙滩上只会剩下一地鸡毛和无法变现的二手显卡。2027年的“搁浅算力”：基建狂飙后的废墟在这场对话中，查马斯提出了一个更为致命的产业痛点：2027年的“搁浅算力”危机。查马斯直言，他正在目睹一场因为官僚主义导致的灾难。很多科技巨头（Hyperscalers）在建设数据中心时，流程极度拖沓。“英伟达光是签个保密协议（NDA）就要三个月，委托期甚至要求18个月。”这种迟缓的供应链和官僚主义，加上电网容量、建筑审批等物理限制，导致大量数据中心无法按时完工。与此同时，大厂们为了自己的大模型业务，会把所有自建的算力牢牢攥在手里，优先满足内部需求，其次才会分给第三方。这就造成了一个极其荒诞的资本浪费：许多公司花了几十亿美元买来了最顶级的GPU，建了庞大的机房，但到了2027年，却因为没电、没网、没应用场景，导致这些算力变成了“半拉子工程”，堆积在仓库里吃灰，无法产生任何收益。这些“搁浅的算力”，不仅是科技巨头的财务灾难，更是对那些靠租赁算力生存的中小AI公司的一记重击。钱已经花了，设备却成了毫无用处的废铁。巨头的挤压：谁在偷笑，谁在流血？ 在这场算力寒冬中，并不是所有人都在瑟瑟发抖。正如查马斯所指出的，这种错配只会让两类公司获益： 第一类，是能够快速建立起工业级规模的非官僚巨头。 比如马斯克的xAI，依托于强大的工程文化，能够极速建成拥有十万张H100的超级计算集群。 第二类，是资金极其充裕且足够敏捷的玩家。 比如微软和Meta，他们拥有庞大的现金流，可以无视短期债务市场的波动，继续囤积粮草。而对于夹在中间的“新云”公司和大模型初创企业来说，他们面临的不仅是算力租不到，还有巨头们极其苛刻的“数字剥削”。查马斯爆料称，大厂现在甚至不允许第三方模型公司直接接入，他们要求模型公司必须走大厂的“模型路由器（model router）”，并从中抽取极高的过路费。他甚至暗示，在Anthropic此前被曝光的S-1机密文件中，就提到了“大厂告知他们没有多余的算力”。这印证了算力短缺和巨头垄断，已经达到了极其危险的地步。做空的阴云：马斯克与查马斯的“双簧”？这则推文最有趣的一个细节，发生在评论区。当马斯克和查马斯两人在对AI算力泡沫指点江山、表达悲观预期时，做空机构Hedgeye的创始人Jack Gee直接在下面开炮了：“你们俩配合得真棒。这看起来是个不错的分散风险、打击竞争对手的方法。”Jack Gee的嘲讽可谓一针见血。查马斯在2021年的SPAC（特殊目的收购公司）泡沫中，曾靠着疯狂吹捧和虚假宣传，坑害了无数散户，套现离场。如今，他和马斯克两人一边重仓AI基础设施，一边在公开场合唱衰那些借债囤卡的“新云”公司。他们的言论，客观上起到了打压竞争对手的作用。一旦市场恐慌加剧，债务利率飙升，那些依靠高杠杆买卡的竞争对手就会陷入死局，而像SpaceX和xAI这样有着稳定现金流和多元化融资渠道的巨头，反而能趁机抄底，完成行业的寡头垄断。结语：AI大基建的“成人礼”AI算力的狂奔，终于撞上了金融常识的南墙。过去两年，人们以为只要买到英伟达的显卡，就能印钞。但这场由债务驱动的狂欢，掩盖了商业模式的巨大漏洞。AI基建，本质上是长周期、重资产、低容错的传统业务。它需要电网的配合、供应链的支撑、以及极其庞大的资本储备。2027年，注定将是AI算力产业极其动荡的一年。大量不合格的“新云”服务商将被清洗，不合规的AI初创公司将被耗死，而缺乏电力和配套设施的“搁浅算力”，将成为这场泡沫最惨烈的遗迹。在技术革命的浪潮中，那些只靠PPT和借债吹起来的泡沫，终将被重力无情地撕碎。最终能笑到最后的，永远是那些拥有最强现金流、最硬核工程能力和最冷静商业头脑的少数派。","news_type":1,"symbols_score_info":{"NBIZ":0.6,"NBIS":2,"IREN":2,"CRWV":2,"NBIL":0.6,"CRWG":0.6,"NBIC":0.6,"CWVX":0.6,"CWII":0.6,"IREG":0.6,"IREX":0.6,"IREZ":0.6,"CRWX":0.6,"IREC":0.6,"NBIG":0.6,"NEBX":0.6,"CRWU":0.6,"CORD":0.6,"IRE":0.6}},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620809193751416,"gmtCreate":1792591957971,"gmtModify":1792591960085,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 有本事再跌50%，我看着笑啥哈","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 有本事再跌50%，我看着笑啥哈","text":"$拼多多(PDD)$ 有本事再跌50%，我看着笑啥哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/620809193751416","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203544058449432","authorId":"4203544058449432","name":"赣江有暖猪先知","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4203544058449432","idStr":"4203544058449432"},"content":"疫情的时候跌到30多，杠杆不要加太多了","text":"疫情的时候跌到30多，杠杆不要加太多了","html":"疫情的时候跌到30多，杠杆不要加太多了"},{"author":{"id":"3575956301159562","authorId":"3575956301159562","name":"KANG_7949","avatar":"https://static.tigerbbs.com/4c5b68d7c54305ccba2840e59c8f1500","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3575956301159562","idStr":"3575956301159562"},"content":"说实在的，也不是不可能","text":"说实在的，也不是不可能","html":"说实在的，也不是不可能"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620806923731760,"gmtCreate":1792591340419,"gmtModify":1792592857334,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾又演起来了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾又演起来了","text":"$拼多多(PDD)$ 垃圾又演起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620806923731760","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613781587702584,"gmtCreate":1790868279071,"gmtModify":1790868280873,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 某个人也配蹭巴菲特，呵呵","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 某个人也配蹭巴菲特，呵呵","text":"$拼多多(PDD)$ 某个人也配蹭巴菲特，呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613781587702584","isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613777140585672,"gmtCreate":1790867196502,"gmtModify":1790868484510,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 操盘狗真做的出来，不如直接砸到20吧","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 操盘狗真做的出来，不如直接砸到20吧","text":"$拼多多(PDD)$ 操盘狗真做的出来，不如直接砸到20吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613777140585672","isVote":1,"tweetType":1,"viewCount":2722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611284609237320,"gmtCreate":1790258572446,"gmtModify":1790258794928,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 垃圾我看你跌到0，我陪你","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 垃圾我看你跌到0，我陪你","text":"$拼多多(PDD)$ 垃圾我看你跌到0，我陪你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611284609237320","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610185211823408,"gmtCreate":1789997761346,"gmtModify":1789998463561,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 牛逼，这种情况下还跌","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 牛逼，这种情况下还跌","text":"$拼多多(PDD)$ 牛逼，这种情况下还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610185211823408","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608074186560504,"gmtCreate":1789479174210,"gmtModify":1789479176446,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 再多买点软文，你会更低[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 再多买点软文，你会更低[开心]&nbsp;&nbsp;","text":"$拼多多(PDD)$ 再多买点软文，你会更低[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608074186560504","isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606658503800136,"gmtCreate":1789133576732,"gmtModify":1789133578853,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 🐶吗？一开盘就跌，公司人都无了？","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 🐶吗？一开盘就跌，公司人都无了？","text":"$拼多多(PDD)$ 🐶吗？一开盘就跌，公司人都无了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606658503800136","isVote":1,"tweetType":1,"viewCount":2360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605930601444744,"gmtCreate":1788969333103,"gmtModify":1788969335102,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 不可能分红的。。就像黄不可能当首富，分红他就要当首富了，可能分吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 不可能分红的。。就像黄不可能当首富，分红他就要当首富了，可能分吗","text":"$拼多多(PDD)$ 不可能分红的。。就像黄不可能当首富，分红他就要当首富了，可能分吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605930601444744","isVote":1,"tweetType":1,"viewCount":1605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605571949708104,"gmtCreate":1788881675033,"gmtModify":1788881677117,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 黄:莫要害苦了我[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 黄:莫要害苦了我[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","text":"$拼多多(PDD)$ 黄:莫要害苦了我[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605571949708104","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602748328464728,"gmtCreate":1788184997553,"gmtModify":1788184999400,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>回购股票不肯花钱，猛猛花钱买软文","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>回购股票不肯花钱，猛猛花钱买软文","text":"$拼多多(PDD)$ 回购股票不肯花钱，猛猛花钱买软文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602748328464728","isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600302447563312,"gmtCreate":1787584017421,"gmtModify":1787584019508,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 这上上下下的，合理吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 这上上下下的，合理吗","text":"$拼多多(PDD)$ 这上上下下的，合理吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600302447563312","isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590667445620784,"gmtCreate":1785257247177,"gmtModify":1785257249020,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 兄弟们，敢抄底吗","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 兄弟们，敢抄底吗","text":"$闪迪(SNDK)$ 兄弟们，敢抄底吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/590667445620784","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3467026553147025","authorId":"3467026553147025","name":"不要给我谈梦想","avatar":"https://static.tigerbbs.com/14e7bd71f323dad952a53a59a8022135","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3467026553147025","idStr":"3467026553147025"},"content":"长远看空，抄底？？大厂扩产，加上中国存储芯片低价倾销。财报会短暂涨两天","text":"长远看空，抄底？？大厂扩产，加上中国存储芯片低价倾销。财报会短暂涨两天","html":"长远看空，抄底？？大厂扩产，加上中国存储芯片低价倾销。财报会短暂涨两天"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581172918329648,"gmtCreate":1782918006947,"gmtModify":1782918009370,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 伯恩斯坦呢，继续吹票啊，谁再信这些投行，谁是大韭菜","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 伯恩斯坦呢，继续吹票啊，谁再信这些投行，谁是大韭菜","text":"$闪迪(SNDK)$ 伯恩斯坦呢，继续吹票啊，谁再信这些投行，谁是大韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/581172918329648","isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"content":"先来根收跌的月线再说吧，这么有信心看看你的空单","text":"先来根收跌的月线再说吧，这么有信心看看你的空单","html":"先来根收跌的月线再说吧，这么有信心看看你的空单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578026369270768,"gmtCreate":1782143200424,"gmtModify":1782148564614,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 你也成老登了？","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 你也成老登了？","text":"$谷歌(GOOG)$ 你也成老登了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578026369270768","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574143719538744,"gmtCreate":1781185779655,"gmtModify":1781185955646,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>阿段呢呢，不要再和小女友玩了，赶紧来救一下","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>阿段呢呢，不要再和小女友玩了，赶紧来救一下","text":"$拼多多(PDD)$ 阿段呢呢，不要再和小女友玩了，赶紧来救一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574143719538744","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573401300652264,"gmtCreate":1781020191758,"gmtModify":1781021141129,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 这是要笑死我吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 这是要笑死我吗","text":"$拼多多(PDD)$ 这是要笑死我吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573401300652264","isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568886310179728,"gmtCreate":1779892515259,"gmtModify":1779892563199,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 高管团队:接盘的人太多了，老是卖飞了","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 高管团队:接盘的人太多了，老是卖飞了","text":"$CoreWeave, Inc.(CRWV)$ 高管团队:接盘的人太多了，老是卖飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568886310179728","isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":581172918329648,"gmtCreate":1782918006947,"gmtModify":1782918009370,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 伯恩斯坦呢，继续吹票啊，谁再信这些投行，谁是大韭菜","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 伯恩斯坦呢，继续吹票啊，谁再信这些投行，谁是大韭菜","text":"$闪迪(SNDK)$ 伯恩斯坦呢，继续吹票啊，谁再信这些投行，谁是大韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/581172918329648","isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"content":"先来根收跌的月线再说吧，这么有信心看看你的空单","text":"先来根收跌的月线再说吧，这么有信心看看你的空单","html":"先来根收跌的月线再说吧，这么有信心看看你的空单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624107108995896,"gmtCreate":1793385004304,"gmtModify":1793411446771,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 不是，半导体跌你tm又完全不搞ai跌什么，控盘狗做的也太过了吧","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 不是，半导体跌你tm又完全不搞ai跌什么，控盘狗做的也太过了吧","text":"$拼多多(PDD)$ 不是，半导体跌你tm又完全不搞ai跌什么，控盘狗做的也太过了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624107108995896","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611284609237320,"gmtCreate":1790258572446,"gmtModify":1790258794928,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 垃圾我看你跌到0，我陪你","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 垃圾我看你跌到0，我陪你","text":"$拼多多(PDD)$ 垃圾我看你跌到0，我陪你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611284609237320","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620809193751416,"gmtCreate":1792591957971,"gmtModify":1792591960085,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 有本事再跌50%，我看着笑啥哈","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 有本事再跌50%，我看着笑啥哈","text":"$拼多多(PDD)$ 有本事再跌50%，我看着笑啥哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/620809193751416","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203544058449432","authorId":"4203544058449432","name":"赣江有暖猪先知","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4203544058449432","idStr":"4203544058449432"},"content":"疫情的时候跌到30多，杠杆不要加太多了","text":"疫情的时候跌到30多，杠杆不要加太多了","html":"疫情的时候跌到30多，杠杆不要加太多了"},{"author":{"id":"3575956301159562","authorId":"3575956301159562","name":"KANG_7949","avatar":"https://static.tigerbbs.com/4c5b68d7c54305ccba2840e59c8f1500","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3575956301159562","idStr":"3575956301159562"},"content":"说实在的，也不是不可能","text":"说实在的，也不是不可能","html":"说实在的，也不是不可能"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620806923731760,"gmtCreate":1792591340419,"gmtModify":1792592857334,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾又演起来了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾又演起来了","text":"$拼多多(PDD)$ 垃圾又演起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620806923731760","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471402270765344,"gmtCreate":1756119266299,"gmtModify":1756119267515,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 营收增长个位数，盈利同比下降，然后在大涨，大家在买个什么？","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 营收增长个位数，盈利同比下降，然后在大涨，大家在买个什么？","text":"$拼多多(PDD)$ 营收增长个位数，盈利同比下降，然后在大涨，大家在买个什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/471402270765344","isVote":1,"tweetType":1,"viewCount":6082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"5166531553792","authorId":"5166531553792","name":"SPY投资者","avatar":"https://static.tigerbbs.com/78da5d0279d9110151a6d40165543a71","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"5166531553792","idStr":"5166531553792"},"content":"你自己都说了营收增长率","text":"你自己都说了营收增长率","html":"你自己都说了营收增长率"},{"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3519339530941156","idStr":"3519339530941156"},"content":"这软件居然也吞评论，服了","text":"这软件居然也吞评论，服了","html":"这软件居然也吞评论，服了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573401300652264,"gmtCreate":1781020191758,"gmtModify":1781021141129,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 这是要笑死我吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 这是要笑死我吗","text":"$拼多多(PDD)$ 这是要笑死我吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573401300652264","isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590667445620784,"gmtCreate":1785257247177,"gmtModify":1785257249020,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 兄弟们，敢抄底吗","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 兄弟们，敢抄底吗","text":"$闪迪(SNDK)$ 兄弟们，敢抄底吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/590667445620784","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3467026553147025","authorId":"3467026553147025","name":"不要给我谈梦想","avatar":"https://static.tigerbbs.com/14e7bd71f323dad952a53a59a8022135","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3467026553147025","idStr":"3467026553147025"},"content":"长远看空，抄底？？大厂扩产，加上中国存储芯片低价倾销。财报会短暂涨两天","text":"长远看空，抄底？？大厂扩产，加上中国存储芯片低价倾销。财报会短暂涨两天","html":"长远看空，抄底？？大厂扩产，加上中国存储芯片低价倾销。财报会短暂涨两天"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568838022788488,"gmtCreate":1779880755745,"gmtModify":1779881500831,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>段永平呢？拉一下啊","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>段永平呢？拉一下啊","text":"$拼多多(PDD)$ 段永平呢？拉一下啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/568838022788488","isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488551186262103","authorId":"3488551186262103","name":"Hao123456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3488551186262103","idStr":"3488551186262103"},"content":"他的对手就是你们阿，他拉什么？把大家清完了再拉不更好","text":"他的对手就是你们阿，他拉什么？把大家清完了再拉不更好","html":"他的对手就是你们阿，他拉什么？把大家清完了再拉不更好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560623235301528,"gmtCreate":1777902696797,"gmtModify":1777902698878,"author":{"id":"4117954127910450","authorId":"4117954127910450","name":"凉风羽羽毛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117954127910450","idStr":"4117954127910450"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 退市吧","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 退市吧","text":"$拼多多(PDD)$ 退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560623235301528","isVote":1,"tweetType":1,"viewCount":1779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}