+关注
tiger迷
暂无个人介绍
IP属地:未知
14
关注
37
粉丝
0
主题
0
勋章
主贴
热门
月下美人还是没人
07-02 23:17
$台积电(TSM)$
看来这资金势头正猛,打算自个儿单干了,不想再被英伟达那股力量牵着鼻子走了。英伟达那边,简直就是沉到了水底,一片寂静。但反观台积电,这家伙依然坚挺得跟座山似的,实力杠杠的,真是让人不得不服。
月下美人还是没人
07-02 22:37
$美光科技(MU)$
这次搞美光期权,本来瞅着那财务数据,一个个跟花儿似的,光鲜亮丽,心想着怎么着也能捞上一笔。结果半路杀出个程咬金——业绩指引,直接给咱来了个措手不及,好家伙,这一下子,赚头儿全没了影儿。更郁闷的是,那隐含波动率高得吓人,简直就是过山车上的加速坡,让人心脏砰砰直跳。这么一来二去的,原本想着小赚一笔,让钱包鼓鼓囊囊的,结果倒好,财报一出,期权一折腾,直接从中产队伍里给拽出来了,差点儿就得去领低保了。
月下美人还是没人
07-02 21:45
$美国超微公司(AMD)$
这AMD真是让人头疼,突然间就不按常理出牌了,搞得我一头雾水,莫名其妙地就被套牢了。这操作,简直就是硬生生地从我身上割了块肉,亏损直接飙到了-36%。心疼我的银子啊,这股市有时候真是让人哭笑不得,得时刻提防着点儿,不然钱包就要遭殃了。
月下美人还是没人
07-01 19:30
$苹果(AAPL)$
苹果这次可真是大手笔,他们扩大了向台积电订购A18手机芯片的数量,这些芯片可不是闹着玩的,它们将用来生产高达9000万到1亿部的iPhone 16系列手机。而且这些A18芯片可是采用了台积电的N3E工艺来制造的,这技术可是顶尖的
月下美人还是没人
07-01 16:43
$美光科技(MU)$
上个季度AI市场那需求可不是盖的,直接给内存行业来了波“能量注入”,让它们回暖得飞快。这时候,美光科技那可是一马当先,业绩好得不得了,简直就是炸裂级别的,营收涨了一大截,整体表现简直牛到不行。不过啊,这季度相比之下就显得有点平淡无奇了。
月下美人还是没人
06-28
$Faraday Future(FFIE)$
我本来是打算卖完就直接做空来着,但仔细琢磨了一下,觉得还是见好就收吧。毕竟从贾会计那里掏钱,真不是件容易的事儿,得谨慎点,还是看老师们怎么发财吧。我稍微买了点游戏驿站,真的就一点点,纯粹当买个彩票玩玩,碰碰运气了。
月下美人还是没人
06-28
$游戏驿站(GME)$
真是没想到,真是没想到,三年前我就看好这公司,觉得它潜力无限,可现在看来,它居然还没能超过三年前的自己。这可真是让人有点失望。想当年,我可是对它寄予厚望,觉得它能一飞冲天,现在看来。。
月下美人还是没人
06-27
$特朗普媒体科技集团(DJT)$
这11月大选,眼看着就要来了。在这之前啊,川普那绝对是热搜的常客。散户们一看到他上热搜,手就痒痒了,买卖操作停不下来,股价也跟着上蹿下跳。波动就有投机机会。
月下美人还是没人
06-27
$台积电(TSM)$
这股票真是有点“任性”,别的股票都在涨,它却偏偏在盘前就跌了下来。不过股市里的事儿谁也说不准,说不定它下一秒就来个“逆袭”,给大家一个惊喜。
月下美人还是没人
06-26
$英伟达(NVDA)$
再琢磨了下英伟达这股票,要是它真垮了,我估摸着有这么几个原因:1、AI这东西要是被证明就是个噱头,没带来啥实质性的改变,那各大公司估计就不愿意再往这上面砸钱了。2、英伟达的CUDA系统要是被竞争对手给整垮了,或者冒出个新技术比它还牛,那可就麻烦了。不过目前来看,这个可能性挺小的,CUDA都积累了十几年了,整个行业的AI程序员都靠它吃饭,哪那么容易就被替代啊。3、还有个风险就是反垄断调查,要是英伟达成了目标,那股价肯定得受影响,因为这事儿太不确定了。说回这些原因,第一个我觉得不太可能,AI都发展这么久了,哪次泡沫没挺过来?这次都应用上了,大公司还不得继续砸钱?第二个也是,CUDA的地位可不是盖的,就算有新平台,也得跟它并存,就像安卓和iOS一样。最担心的就是第三个了,反垄断这事儿谁也说不准,就像当年微软被拆分一样,要是英伟达也摊上这事儿,股价肯定得受影响。所以目前来看,英伟达还没啥大问题,短期风险就是反垄断调查了。以上是个人看法,不代表现实,不能指导投资,我的眼光和认知有限,如果现实打脸,那也是我认知不足,没有考虑到隐含的情况。
月下美人还是没人
06-26
$超微电脑(SMCI)$
英伟达这股票从4月22日到6月18日那波儿涨得真猛,直接飙了70%。然后我就在周四周五那会儿,做了点空单,在英伟达超微电脑上小赚了一笔,大概1万块。现在手里还留了点超微电脑的做空期权,感觉最近这股票比英伟达抗跌,我估计它还得再跌一波。我还买了点惠普的多头,就等超微电脑一跌,资金转向那低估的惠普去了。
月下美人还是没人
06-25
$阿里巴巴(BABA)$
说起阿里的速卖通,今年在欧洲市场可是卯足了劲儿推广,广告铺天盖地,促销手段跟TEMU差不多。但怎么说呢,总觉得跟TEMU比起来,还是差了点火候。特别是物流速度,普遍比TEMU慢上一周,可能是因为速卖通的商品不管价值多少都得通关,这点可能拖慢了物流。再来说说阿里的邮件推送,老发些垃圾推销邮件,就算设置了关闭推送,还是一堆垃圾邮件涌进来。这是员工工作效率低呢,还是故意为之啊?真是让人无语。反观TEMU,不推送就不会收到邮件,而且推送多数都是通过App,不是邮件,这点就做得挺好。说到底阿里最大的问题还是在管理效率上,员工数量虽多但效率不行。这大概也是为什么阿里的股价一直原地踏步的原因吧。新管理层虽然口号喊得响,但目前来看效果还是不明显。
月下美人还是没人
06-25
$苹果(AAPL)$
苹果真是成也资本市场,败也资本市场。他们最大的问题就是赚的钱全拿去回购股票了,而不是投入研发。作为一个用了十几年苹果的人,我得承认,手机这块儿,软硬一体做得最好的就是苹果了。但未来可是软硬AI一体化的时代,如果苹果不搞收购openai,不搞GPU,也不搞智能车,我估计再过个十年,华为手机可能就把他们给超越了。这世道变化快,得跟上时代才行。
月下美人还是没人
06-24
$谷歌(GOOG)$
新的一周又来了,咱们得振作精神,让股票也“雄起”一把。就像早起的鸟儿有虫吃,咱们这早起的股市投资者也得把握先机,让手中的股票“飞”起来。加油,新的一周,一起雄起!
月下美人还是没人
06-24
$Faraday Future(FFIE)$
这个股票简直就是百分百要破产的节奏。那个Jiajia,大家都知道他就是个骗子,谁还敢信他啊?他这人,不仅搞欺诈,还一点经营企业的能力都没有。
月下美人还是没人
06-22
$ARM Holdings Ltd(ARM)$
在当下这AI热得发烫的势头下,Arm可真没闲着。他们今年的新品发布会上,直接就把AI当成了王牌。就在最近,Arm给咱们推出了一个终端计算子系统(CSS),里面可是装了满满的干货:最新的Armv9.2 CPU、Immortalis GPU,还有用三纳米工艺做的CPU和GPU,再加上最新的CoreLink系统互连和内存管理单元。不止这些,Arm还搞了个Kleidi软件库,专门帮软件开发者在Arm CPU上发挥最佳性能。这里面还有专门给AI和计算机视觉准备的KleidiAI和KleidiCV。可以说,Arm为了把生成式AI更快融入到智能设备里,可是下了血本。他们推出的一系列硬件、软件和工具,就是为了帮芯片、终端厂商们找到最适合端侧AI的技术路线,把AI智能设备的构想变成现实,让更多人都能享受到AI的好处。
月下美人还是没人
06-22
$Coinbase Global, Inc.(COIN)$
方舟创新基金可真是眼光独到,他们重仓的Palantir技术公司股价一下子飙升了近40%,这涨幅可真是让人眼红。还有另外两家大型加密货币交易平台Coinbase和Robinhood,它们也紧跟着比特币和其他加密货币的势头一起涨了起来。Coinbase更不得了,今年的股价都飙升了近50%了!
月下美人还是没人
06-21
$美国超微公司(AMD)$
支棱起来了!看着势头,AI的汤是要喝一点的,说不定还能趁机多吃两口肉呢!现在是个好机会,赶紧动手
月下美人还是没人
06-21
$美光科技(MU)$
这股票的基本面可是相当不错,听说DRAM都涨价了,连HBM都断货了,市场需求这么火爆,PC和手机都抢着要。这股票现在调整调整,蓄势待发,等着财报一出,肯定得涨一波。看这势头,不容小觑
月下美人还是没人
06-20
$博通(AVGO)$
哪个股票能天天都涨呢,回调一两天其实才是好事儿,这就跟弹簧一样,你得先压下去,它才能弹得更高
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":10000000000010336,"uuid":"10000000000010337","gmtCreate":1664443968802,"gmtModify":1682241365003,"name":"tiger迷","pinyin":"tigermtigermi","introduction":"q","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/55e526bf56359c8153d15df97d3245b8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":37,"headSize":14,"tweetSize":423,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"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":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":323231127290136,"gmtCreate":1719933476966,"gmtModify":1719933481291,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>看来这资金势头正猛,打算自个儿单干了,不想再被英伟达那股力量牵着鼻子走了。英伟达那边,简直就是沉到了水底,一片寂静。但反观台积电,这家伙依然坚挺得跟座山似的,实力杠杠的,真是让人不得不服。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>看来这资金势头正猛,打算自个儿单干了,不想再被英伟达那股力量牵着鼻子走了。英伟达那边,简直就是沉到了水底,一片寂静。但反观台积电,这家伙依然坚挺得跟座山似的,实力杠杠的,真是让人不得不服。","text":"$台积电(TSM)$ 看来这资金势头正猛,打算自个儿单干了,不想再被英伟达那股力量牵着鼻子走了。英伟达那边,简直就是沉到了水底,一片寂静。但反观台积电,这家伙依然坚挺得跟座山似的,实力杠杠的,真是让人不得不服。","images":[{"img":"https://static.tigerbbs.com/4a12160d63a2f0248929d4d4636a31c3","width":"302","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323231127290136","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323220252364800,"gmtCreate":1719931057738,"gmtModify":1719931060678,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 这次搞美光期权,本来瞅着那财务数据,一个个跟花儿似的,光鲜亮丽,心想着怎么着也能捞上一笔。结果半路杀出个程咬金——业绩指引,直接给咱来了个措手不及,好家伙,这一下子,赚头儿全没了影儿。更郁闷的是,那隐含波动率高得吓人,简直就是过山车上的加速坡,让人心脏砰砰直跳。这么一来二去的,原本想着小赚一笔,让钱包鼓鼓囊囊的,结果倒好,财报一出,期权一折腾,直接从中产队伍里给拽出来了,差点儿就得去领低保了。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 这次搞美光期权,本来瞅着那财务数据,一个个跟花儿似的,光鲜亮丽,心想着怎么着也能捞上一笔。结果半路杀出个程咬金——业绩指引,直接给咱来了个措手不及,好家伙,这一下子,赚头儿全没了影儿。更郁闷的是,那隐含波动率高得吓人,简直就是过山车上的加速坡,让人心脏砰砰直跳。这么一来二去的,原本想着小赚一笔,让钱包鼓鼓囊囊的,结果倒好,财报一出,期权一折腾,直接从中产队伍里给拽出来了,差点儿就得去领低保了。","text":"$美光科技(MU)$ 这次搞美光期权,本来瞅着那财务数据,一个个跟花儿似的,光鲜亮丽,心想着怎么着也能捞上一笔。结果半路杀出个程咬金——业绩指引,直接给咱来了个措手不及,好家伙,这一下子,赚头儿全没了影儿。更郁闷的是,那隐含波动率高得吓人,简直就是过山车上的加速坡,让人心脏砰砰直跳。这么一来二去的,原本想着小赚一笔,让钱包鼓鼓囊囊的,结果倒好,财报一出,期权一折腾,直接从中产队伍里给拽出来了,差点儿就得去领低保了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323220252364800","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578469398084428","authorId":"3578469398084428","name":"Harold龙哥","avatar":"https://static.tigerbbs.com/130dbe7bd3311198d08871cd1a5b2a8f","crmLevel":7,"crmLevelSwitch":1},"content":"人家在预期我们的预期,我也中彩了 美光 戴尔 英伟达 还有昨天的 特斯拉,全中 tnn的","text":"人家在预期我们的预期,我也中彩了 美光 戴尔 英伟达 还有昨天的 特斯拉,全中 tnn的","html":"人家在预期我们的预期,我也中彩了 美光 戴尔 英伟达 还有昨天的 特斯拉,全中 tnn的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323207529332736,"gmtCreate":1719927951529,"gmtModify":1719927955582,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>这AMD真是让人头疼,突然间就不按常理出牌了,搞得我一头雾水,莫名其妙地就被套牢了。这操作,简直就是硬生生地从我身上割了块肉,亏损直接飙到了-36%。心疼我的银子啊,这股市有时候真是让人哭笑不得,得时刻提防着点儿,不然钱包就要遭殃了。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>这AMD真是让人头疼,突然间就不按常理出牌了,搞得我一头雾水,莫名其妙地就被套牢了。这操作,简直就是硬生生地从我身上割了块肉,亏损直接飙到了-36%。心疼我的银子啊,这股市有时候真是让人哭笑不得,得时刻提防着点儿,不然钱包就要遭殃了。","text":"$美国超微公司(AMD)$ 这AMD真是让人头疼,突然间就不按常理出牌了,搞得我一头雾水,莫名其妙地就被套牢了。这操作,简直就是硬生生地从我身上割了块肉,亏损直接飙到了-36%。心疼我的银子啊,这股市有时候真是让人哭笑不得,得时刻提防着点儿,不然钱包就要遭殃了。","images":[{"img":"https://static.tigerbbs.com/d9a5da39850dc0444b5407b53dce19b5","width":"302","height":"303"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323207529332736","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":322821224313112,"gmtCreate":1719833402997,"gmtModify":1719833404920,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>苹果这次可真是大手笔,他们扩大了向台积电订购A18手机芯片的数量,这些芯片可不是闹着玩的,它们将用来生产高达9000万到1亿部的iPhone 16系列手机。而且这些A18芯片可是采用了台积电的N3E工艺来制造的,这技术可是顶尖的","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>苹果这次可真是大手笔,他们扩大了向台积电订购A18手机芯片的数量,这些芯片可不是闹着玩的,它们将用来生产高达9000万到1亿部的iPhone 16系列手机。而且这些A18芯片可是采用了台积电的N3E工艺来制造的,这技术可是顶尖的","text":"$苹果(AAPL)$ 苹果这次可真是大手笔,他们扩大了向台积电订购A18手机芯片的数量,这些芯片可不是闹着玩的,它们将用来生产高达9000万到1亿部的iPhone 16系列手机。而且这些A18芯片可是采用了台积电的N3E工艺来制造的,这技术可是顶尖的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322821224313112","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322779345485824,"gmtCreate":1719823414457,"gmtModify":1719823416351,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 上个季度AI市场那需求可不是盖的,直接给内存行业来了波“能量注入”,让它们回暖得飞快。这时候,美光科技那可是一马当先,业绩好得不得了,简直就是炸裂级别的,营收涨了一大截,整体表现简直牛到不行。不过啊,这季度相比之下就显得有点平淡无奇了。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 上个季度AI市场那需求可不是盖的,直接给内存行业来了波“能量注入”,让它们回暖得飞快。这时候,美光科技那可是一马当先,业绩好得不得了,简直就是炸裂级别的,营收涨了一大截,整体表现简直牛到不行。不过啊,这季度相比之下就显得有点平淡无奇了。","text":"$美光科技(MU)$ 上个季度AI市场那需求可不是盖的,直接给内存行业来了波“能量注入”,让它们回暖得飞快。这时候,美光科技那可是一马当先,业绩好得不得了,简直就是炸裂级别的,营收涨了一大截,整体表现简直牛到不行。不过啊,这季度相比之下就显得有点平淡无奇了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322779345485824","isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321737694486528,"gmtCreate":1719569105131,"gmtModify":1719569106931,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>我本来是打算卖完就直接做空来着,但仔细琢磨了一下,觉得还是见好就收吧。毕竟从贾会计那里掏钱,真不是件容易的事儿,得谨慎点,还是看老师们怎么发财吧。我稍微买了点游戏驿站,真的就一点点,纯粹当买个彩票玩玩,碰碰运气了。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>我本来是打算卖完就直接做空来着,但仔细琢磨了一下,觉得还是见好就收吧。毕竟从贾会计那里掏钱,真不是件容易的事儿,得谨慎点,还是看老师们怎么发财吧。我稍微买了点游戏驿站,真的就一点点,纯粹当买个彩票玩玩,碰碰运气了。","text":"$Faraday Future(FFIE)$ 我本来是打算卖完就直接做空来着,但仔细琢磨了一下,觉得还是见好就收吧。毕竟从贾会计那里掏钱,真不是件容易的事儿,得谨慎点,还是看老师们怎么发财吧。我稍微买了点游戏驿站,真的就一点点,纯粹当买个彩票玩玩,碰碰运气了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321737694486528","isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470662065407748","authorId":"3470662065407748","name":"兔子不是兔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"content":"空没票了,你还想啥空呢 [捂脸]","text":"空没票了,你还想啥空呢 [捂脸]","html":"空没票了,你还想啥空呢 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321729154556184,"gmtCreate":1719566784405,"gmtModify":1719566788273,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"0\"></v-v>真是没想到,真是没想到,三年前我就看好这公司,觉得它潜力无限,可现在看来,它居然还没能超过三年前的自己。这可真是让人有点失望。想当年,我可是对它寄予厚望,觉得它能一飞冲天,现在看来。。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"0\"></v-v>真是没想到,真是没想到,三年前我就看好这公司,觉得它潜力无限,可现在看来,它居然还没能超过三年前的自己。这可真是让人有点失望。想当年,我可是对它寄予厚望,觉得它能一飞冲天,现在看来。。","text":"$游戏驿站(GME)$ 真是没想到,真是没想到,三年前我就看好这公司,觉得它潜力无限,可现在看来,它居然还没能超过三年前的自己。这可真是让人有点失望。想当年,我可是对它寄予厚望,觉得它能一飞冲天,现在看来。。","images":[{"img":"https://static.tigerbbs.com/8c5c511daf57f7a05be9c011b0784711","width":"313","height":"301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321729154556184","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321438740111360,"gmtCreate":1719496118223,"gmtModify":1719496119711,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> <v-v data-views=\"1\"></v-v>这11月大选,眼看着就要来了。在这之前啊,川普那绝对是热搜的常客。散户们一看到他上热搜,手就痒痒了,买卖操作停不下来,股价也跟着上蹿下跳。波动就有投机机会。","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> <v-v data-views=\"1\"></v-v>这11月大选,眼看着就要来了。在这之前啊,川普那绝对是热搜的常客。散户们一看到他上热搜,手就痒痒了,买卖操作停不下来,股价也跟着上蹿下跳。波动就有投机机会。","text":"$特朗普媒体科技集团(DJT)$ 这11月大选,眼看着就要来了。在这之前啊,川普那绝对是热搜的常客。散户们一看到他上热搜,手就痒痒了,买卖操作停不下来,股价也跟着上蹿下跳。波动就有投机机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321438740111360","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321426344914944,"gmtCreate":1719493092052,"gmtModify":1719493095957,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>这股票真是有点“任性”,别的股票都在涨,它却偏偏在盘前就跌了下来。不过股市里的事儿谁也说不准,说不定它下一秒就来个“逆袭”,给大家一个惊喜。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>这股票真是有点“任性”,别的股票都在涨,它却偏偏在盘前就跌了下来。不过股市里的事儿谁也说不准,说不定它下一秒就来个“逆袭”,给大家一个惊喜。","text":"$台积电(TSM)$ 这股票真是有点“任性”,别的股票都在涨,它却偏偏在盘前就跌了下来。不过股市里的事儿谁也说不准,说不定它下一秒就来个“逆袭”,给大家一个惊喜。","images":[{"img":"https://static.tigerbbs.com/deaceb33f04a1ea395a5709b46dbf5fa","width":"293","height":"295"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321426344914944","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321042565034080,"gmtCreate":1719408115608,"gmtModify":1719409202877,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>再琢磨了下英伟达这股票,要是它真垮了,我估摸着有这么几个原因:1、AI这东西要是被证明就是个噱头,没带来啥实质性的改变,那各大公司估计就不愿意再往这上面砸钱了。2、英伟达的CUDA系统要是被竞争对手给整垮了,或者冒出个新技术比它还牛,那可就麻烦了。不过目前来看,这个可能性挺小的,CUDA都积累了十几年了,整个行业的AI程序员都靠它吃饭,哪那么容易就被替代啊。3、还有个风险就是反垄断调查,要是英伟达成了目标,那股价肯定得受影响,因为这事儿太不确定了。说回这些原因,第一个我觉得不太可能,AI都发展这么久了,哪次泡沫没挺过来?这次都应用上了,大公司还不得继续砸钱?第二个也是,CUDA的地位可不是盖的,就算有新平台,也得跟它并存,就像安卓和iOS一样。最担心的就是第三个了,反垄断这事儿谁也说不准,就像当年微软被拆分一样,要是英伟达也摊上这事儿,股价肯定得受影响。所以目前来看,英伟达还没啥大问题,短期风险就是反垄断调查了。以上是个人看法,不代表现实,不能指导投资,我的眼光和认知有限,如果现实打脸,那也是我认知不足,没有考虑到隐含的情况。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>再琢磨了下英伟达这股票,要是它真垮了,我估摸着有这么几个原因:1、AI这东西要是被证明就是个噱头,没带来啥实质性的改变,那各大公司估计就不愿意再往这上面砸钱了。2、英伟达的CUDA系统要是被竞争对手给整垮了,或者冒出个新技术比它还牛,那可就麻烦了。不过目前来看,这个可能性挺小的,CUDA都积累了十几年了,整个行业的AI程序员都靠它吃饭,哪那么容易就被替代啊。3、还有个风险就是反垄断调查,要是英伟达成了目标,那股价肯定得受影响,因为这事儿太不确定了。说回这些原因,第一个我觉得不太可能,AI都发展这么久了,哪次泡沫没挺过来?这次都应用上了,大公司还不得继续砸钱?第二个也是,CUDA的地位可不是盖的,就算有新平台,也得跟它并存,就像安卓和iOS一样。最担心的就是第三个了,反垄断这事儿谁也说不准,就像当年微软被拆分一样,要是英伟达也摊上这事儿,股价肯定得受影响。所以目前来看,英伟达还没啥大问题,短期风险就是反垄断调查了。以上是个人看法,不代表现实,不能指导投资,我的眼光和认知有限,如果现实打脸,那也是我认知不足,没有考虑到隐含的情况。","text":"$英伟达(NVDA)$ 再琢磨了下英伟达这股票,要是它真垮了,我估摸着有这么几个原因:1、AI这东西要是被证明就是个噱头,没带来啥实质性的改变,那各大公司估计就不愿意再往这上面砸钱了。2、英伟达的CUDA系统要是被竞争对手给整垮了,或者冒出个新技术比它还牛,那可就麻烦了。不过目前来看,这个可能性挺小的,CUDA都积累了十几年了,整个行业的AI程序员都靠它吃饭,哪那么容易就被替代啊。3、还有个风险就是反垄断调查,要是英伟达成了目标,那股价肯定得受影响,因为这事儿太不确定了。说回这些原因,第一个我觉得不太可能,AI都发展这么久了,哪次泡沫没挺过来?这次都应用上了,大公司还不得继续砸钱?第二个也是,CUDA的地位可不是盖的,就算有新平台,也得跟它并存,就像安卓和iOS一样。最担心的就是第三个了,反垄断这事儿谁也说不准,就像当年微软被拆分一样,要是英伟达也摊上这事儿,股价肯定得受影响。所以目前来看,英伟达还没啥大问题,短期风险就是反垄断调查了。以上是个人看法,不代表现实,不能指导投资,我的眼光和认知有限,如果现实打脸,那也是我认知不足,没有考虑到隐含的情况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321042565034080","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321032252141664,"gmtCreate":1719405597812,"gmtModify":1719405602014,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>英伟达这股票从4月22日到6月18日那波儿涨得真猛,直接飙了70%。然后我就在周四周五那会儿,做了点空单,在英伟达超微电脑上小赚了一笔,大概1万块。现在手里还留了点超微电脑的做空期权,感觉最近这股票比英伟达抗跌,我估计它还得再跌一波。我还买了点惠普的多头,就等超微电脑一跌,资金转向那低估的惠普去了。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>英伟达这股票从4月22日到6月18日那波儿涨得真猛,直接飙了70%。然后我就在周四周五那会儿,做了点空单,在英伟达超微电脑上小赚了一笔,大概1万块。现在手里还留了点超微电脑的做空期权,感觉最近这股票比英伟达抗跌,我估计它还得再跌一波。我还买了点惠普的多头,就等超微电脑一跌,资金转向那低估的惠普去了。","text":"$超微电脑(SMCI)$ 英伟达这股票从4月22日到6月18日那波儿涨得真猛,直接飙了70%。然后我就在周四周五那会儿,做了点空单,在英伟达超微电脑上小赚了一笔,大概1万块。现在手里还留了点超微电脑的做空期权,感觉最近这股票比英伟达抗跌,我估计它还得再跌一波。我还买了点惠普的多头,就等超微电脑一跌,资金转向那低估的惠普去了。","images":[{"img":"https://static.tigerbbs.com/57ef85c50d4269b7a41457f174e9f44c","width":"299","height":"289"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321032252141664","isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320638443474976,"gmtCreate":1719311678881,"gmtModify":1719312822537,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>说起阿里的速卖通,今年在欧洲市场可是卯足了劲儿推广,广告铺天盖地,促销手段跟TEMU差不多。但怎么说呢,总觉得跟TEMU比起来,还是差了点火候。特别是物流速度,普遍比TEMU慢上一周,可能是因为速卖通的商品不管价值多少都得通关,这点可能拖慢了物流。再来说说阿里的邮件推送,老发些垃圾推销邮件,就算设置了关闭推送,还是一堆垃圾邮件涌进来。这是员工工作效率低呢,还是故意为之啊?真是让人无语。反观TEMU,不推送就不会收到邮件,而且推送多数都是通过App,不是邮件,这点就做得挺好。说到底阿里最大的问题还是在管理效率上,员工数量虽多但效率不行。这大概也是为什么阿里的股价一直原地踏步的原因吧。新管理层虽然口号喊得响,但目前来看效果还是不明显。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>说起阿里的速卖通,今年在欧洲市场可是卯足了劲儿推广,广告铺天盖地,促销手段跟TEMU差不多。但怎么说呢,总觉得跟TEMU比起来,还是差了点火候。特别是物流速度,普遍比TEMU慢上一周,可能是因为速卖通的商品不管价值多少都得通关,这点可能拖慢了物流。再来说说阿里的邮件推送,老发些垃圾推销邮件,就算设置了关闭推送,还是一堆垃圾邮件涌进来。这是员工工作效率低呢,还是故意为之啊?真是让人无语。反观TEMU,不推送就不会收到邮件,而且推送多数都是通过App,不是邮件,这点就做得挺好。说到底阿里最大的问题还是在管理效率上,员工数量虽多但效率不行。这大概也是为什么阿里的股价一直原地踏步的原因吧。新管理层虽然口号喊得响,但目前来看效果还是不明显。","text":"$阿里巴巴(BABA)$ 说起阿里的速卖通,今年在欧洲市场可是卯足了劲儿推广,广告铺天盖地,促销手段跟TEMU差不多。但怎么说呢,总觉得跟TEMU比起来,还是差了点火候。特别是物流速度,普遍比TEMU慢上一周,可能是因为速卖通的商品不管价值多少都得通关,这点可能拖慢了物流。再来说说阿里的邮件推送,老发些垃圾推销邮件,就算设置了关闭推送,还是一堆垃圾邮件涌进来。这是员工工作效率低呢,还是故意为之啊?真是让人无语。反观TEMU,不推送就不会收到邮件,而且推送多数都是通过App,不是邮件,这点就做得挺好。说到底阿里最大的问题还是在管理效率上,员工数量虽多但效率不行。这大概也是为什么阿里的股价一直原地踏步的原因吧。新管理层虽然口号喊得响,但目前来看效果还是不明显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320638443474976","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320642277765128,"gmtCreate":1719308953291,"gmtModify":1719308955121,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果真是成也资本市场,败也资本市场。他们最大的问题就是赚的钱全拿去回购股票了,而不是投入研发。作为一个用了十几年苹果的人,我得承认,手机这块儿,软硬一体做得最好的就是苹果了。但未来可是软硬AI一体化的时代,如果苹果不搞收购openai,不搞GPU,也不搞智能车,我估计再过个十年,华为手机可能就把他们给超越了。这世道变化快,得跟上时代才行。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果真是成也资本市场,败也资本市场。他们最大的问题就是赚的钱全拿去回购股票了,而不是投入研发。作为一个用了十几年苹果的人,我得承认,手机这块儿,软硬一体做得最好的就是苹果了。但未来可是软硬AI一体化的时代,如果苹果不搞收购openai,不搞GPU,也不搞智能车,我估计再过个十年,华为手机可能就把他们给超越了。这世道变化快,得跟上时代才行。","text":"$苹果(AAPL)$ 苹果真是成也资本市场,败也资本市场。他们最大的问题就是赚的钱全拿去回购股票了,而不是投入研发。作为一个用了十几年苹果的人,我得承认,手机这块儿,软硬一体做得最好的就是苹果了。但未来可是软硬AI一体化的时代,如果苹果不搞收购openai,不搞GPU,也不搞智能车,我估计再过个十年,华为手机可能就把他们给超越了。这世道变化快,得跟上时代才行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320642277765128","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"照你那样什么都搞,苹果压根不会成为今日明星","text":"照你那样什么都搞,苹果压根不会成为今日明星","html":"照你那样什么都搞,苹果压根不会成为今日明星"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320374490169352,"gmtCreate":1719243575460,"gmtModify":1719250499177,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v>新的一周又来了,咱们得振作精神,让股票也“雄起”一把。就像早起的鸟儿有虫吃,咱们这早起的股市投资者也得把握先机,让手中的股票“飞”起来。加油,新的一周,一起雄起!","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v>新的一周又来了,咱们得振作精神,让股票也“雄起”一把。就像早起的鸟儿有虫吃,咱们这早起的股市投资者也得把握先机,让手中的股票“飞”起来。加油,新的一周,一起雄起!","text":"$谷歌(GOOG)$ 新的一周又来了,咱们得振作精神,让股票也“雄起”一把。就像早起的鸟儿有虫吃,咱们这早起的股市投资者也得把握先机,让手中的股票“飞”起来。加油,新的一周,一起雄起!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320374490169352","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320365037256712,"gmtCreate":1719241267620,"gmtModify":1719241268977,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>这个股票简直就是百分百要破产的节奏。那个Jiajia,大家都知道他就是个骗子,谁还敢信他啊?他这人,不仅搞欺诈,还一点经营企业的能力都没有。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>这个股票简直就是百分百要破产的节奏。那个Jiajia,大家都知道他就是个骗子,谁还敢信他啊?他这人,不仅搞欺诈,还一点经营企业的能力都没有。","text":"$Faraday Future(FFIE)$ 这个股票简直就是百分百要破产的节奏。那个Jiajia,大家都知道他就是个骗子,谁还敢信他啊?他这人,不仅搞欺诈,还一点经营企业的能力都没有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320365037256712","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1},"content":"信贾骗子的人多了,他振臂一呼买,成千上万的人马上买,你看,好多人都亏了。","text":"信贾骗子的人多了,他振臂一呼买,成千上万的人马上买,你看,好多人都亏了。","html":"信贾骗子的人多了,他振臂一呼买,成千上万的人马上买,你看,好多人都亏了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319400642646088,"gmtCreate":1718987936149,"gmtModify":1718987941401,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"1\"></v-v>在当下这AI热得发烫的势头下,Arm可真没闲着。他们今年的新品发布会上,直接就把AI当成了王牌。就在最近,Arm给咱们推出了一个终端计算子系统(CSS),里面可是装了满满的干货:最新的Armv9.2 CPU、Immortalis GPU,还有用三纳米工艺做的CPU和GPU,再加上最新的CoreLink系统互连和内存管理单元。不止这些,Arm还搞了个Kleidi软件库,专门帮软件开发者在Arm CPU上发挥最佳性能。这里面还有专门给AI和计算机视觉准备的KleidiAI和KleidiCV。可以说,Arm为了把生成式AI更快融入到智能设备里,可是下了血本。他们推出的一系列硬件、软件和工具,就是为了帮芯片、终端厂商们找到最适合端侧AI的技术路线,把AI智能设备的构想变成现实,让更多人都能享受到AI的好处。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"1\"></v-v>在当下这AI热得发烫的势头下,Arm可真没闲着。他们今年的新品发布会上,直接就把AI当成了王牌。就在最近,Arm给咱们推出了一个终端计算子系统(CSS),里面可是装了满满的干货:最新的Armv9.2 CPU、Immortalis GPU,还有用三纳米工艺做的CPU和GPU,再加上最新的CoreLink系统互连和内存管理单元。不止这些,Arm还搞了个Kleidi软件库,专门帮软件开发者在Arm CPU上发挥最佳性能。这里面还有专门给AI和计算机视觉准备的KleidiAI和KleidiCV。可以说,Arm为了把生成式AI更快融入到智能设备里,可是下了血本。他们推出的一系列硬件、软件和工具,就是为了帮芯片、终端厂商们找到最适合端侧AI的技术路线,把AI智能设备的构想变成现实,让更多人都能享受到AI的好处。","text":"$ARM Holdings Ltd(ARM)$ 在当下这AI热得发烫的势头下,Arm可真没闲着。他们今年的新品发布会上,直接就把AI当成了王牌。就在最近,Arm给咱们推出了一个终端计算子系统(CSS),里面可是装了满满的干货:最新的Armv9.2 CPU、Immortalis GPU,还有用三纳米工艺做的CPU和GPU,再加上最新的CoreLink系统互连和内存管理单元。不止这些,Arm还搞了个Kleidi软件库,专门帮软件开发者在Arm CPU上发挥最佳性能。这里面还有专门给AI和计算机视觉准备的KleidiAI和KleidiCV。可以说,Arm为了把生成式AI更快融入到智能设备里,可是下了血本。他们推出的一系列硬件、软件和工具,就是为了帮芯片、终端厂商们找到最适合端侧AI的技术路线,把AI智能设备的构想变成现实,让更多人都能享受到AI的好处。","images":[{"img":"https://static.tigerbbs.com/a659bb5fb2baea6a77a8183d56722667","width":"304","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319400642646088","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":319393207173144,"gmtCreate":1718986030684,"gmtModify":1718988274082,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>方舟创新基金可真是眼光独到,他们重仓的Palantir技术公司股价一下子飙升了近40%,这涨幅可真是让人眼红。还有另外两家大型加密货币交易平台Coinbase和Robinhood,它们也紧跟着比特币和其他加密货币的势头一起涨了起来。Coinbase更不得了,今年的股价都飙升了近50%了!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>方舟创新基金可真是眼光独到,他们重仓的Palantir技术公司股价一下子飙升了近40%,这涨幅可真是让人眼红。还有另外两家大型加密货币交易平台Coinbase和Robinhood,它们也紧跟着比特币和其他加密货币的势头一起涨了起来。Coinbase更不得了,今年的股价都飙升了近50%了!","text":"$Coinbase Global, Inc.(COIN)$ 方舟创新基金可真是眼光独到,他们重仓的Palantir技术公司股价一下子飙升了近40%,这涨幅可真是让人眼红。还有另外两家大型加密货币交易平台Coinbase和Robinhood,它们也紧跟着比特币和其他加密货币的势头一起涨了起来。Coinbase更不得了,今年的股价都飙升了近50%了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319393207173144","isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319050909466696,"gmtCreate":1718902552072,"gmtModify":1718902553742,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>支棱起来了!看着势头,AI的汤是要喝一点的,说不定还能趁机多吃两口肉呢!现在是个好机会,赶紧动手","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>支棱起来了!看着势头,AI的汤是要喝一点的,说不定还能趁机多吃两口肉呢!现在是个好机会,赶紧动手","text":"$美国超微公司(AMD)$ 支棱起来了!看着势头,AI的汤是要喝一点的,说不定还能趁机多吃两口肉呢!现在是个好机会,赶紧动手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319050909466696","isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319042843013144,"gmtCreate":1718900492558,"gmtModify":1719198098424,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>这股票的基本面可是相当不错,听说DRAM都涨价了,连HBM都断货了,市场需求这么火爆,PC和手机都抢着要。这股票现在调整调整,蓄势待发,等着财报一出,肯定得涨一波。看这势头,不容小觑","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>这股票的基本面可是相当不错,听说DRAM都涨价了,连HBM都断货了,市场需求这么火爆,PC和手机都抢着要。这股票现在调整调整,蓄势待发,等着财报一出,肯定得涨一波。看这势头,不容小觑","text":"$美光科技(MU)$ 这股票的基本面可是相当不错,听说DRAM都涨价了,连HBM都断货了,市场需求这么火爆,PC和手机都抢着要。这股票现在调整调整,蓄势待发,等着财报一出,肯定得涨一波。看这势头,不容小觑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319042843013144","isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318703617208392,"gmtCreate":1718817763923,"gmtModify":1718817768457,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"1\"></v-v>哪个股票能天天都涨呢,回调一两天其实才是好事儿,这就跟弹簧一样,你得先压下去,它才能弹得更高","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"1\"></v-v>哪个股票能天天都涨呢,回调一两天其实才是好事儿,这就跟弹簧一样,你得先压下去,它才能弹得更高","text":"$博通(AVGO)$ 哪个股票能天天都涨呢,回调一两天其实才是好事儿,这就跟弹簧一样,你得先压下去,它才能弹得更高","images":[{"img":"https://static.tigerbbs.com/88b51939de6dea3a5d799f446c25138c","width":"541","height":"537"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318703617208392","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":323220252364800,"gmtCreate":1719931057738,"gmtModify":1719931060678,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 这次搞美光期权,本来瞅着那财务数据,一个个跟花儿似的,光鲜亮丽,心想着怎么着也能捞上一笔。结果半路杀出个程咬金——业绩指引,直接给咱来了个措手不及,好家伙,这一下子,赚头儿全没了影儿。更郁闷的是,那隐含波动率高得吓人,简直就是过山车上的加速坡,让人心脏砰砰直跳。这么一来二去的,原本想着小赚一笔,让钱包鼓鼓囊囊的,结果倒好,财报一出,期权一折腾,直接从中产队伍里给拽出来了,差点儿就得去领低保了。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 这次搞美光期权,本来瞅着那财务数据,一个个跟花儿似的,光鲜亮丽,心想着怎么着也能捞上一笔。结果半路杀出个程咬金——业绩指引,直接给咱来了个措手不及,好家伙,这一下子,赚头儿全没了影儿。更郁闷的是,那隐含波动率高得吓人,简直就是过山车上的加速坡,让人心脏砰砰直跳。这么一来二去的,原本想着小赚一笔,让钱包鼓鼓囊囊的,结果倒好,财报一出,期权一折腾,直接从中产队伍里给拽出来了,差点儿就得去领低保了。","text":"$美光科技(MU)$ 这次搞美光期权,本来瞅着那财务数据,一个个跟花儿似的,光鲜亮丽,心想着怎么着也能捞上一笔。结果半路杀出个程咬金——业绩指引,直接给咱来了个措手不及,好家伙,这一下子,赚头儿全没了影儿。更郁闷的是,那隐含波动率高得吓人,简直就是过山车上的加速坡,让人心脏砰砰直跳。这么一来二去的,原本想着小赚一笔,让钱包鼓鼓囊囊的,结果倒好,财报一出,期权一折腾,直接从中产队伍里给拽出来了,差点儿就得去领低保了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323220252364800","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578469398084428","authorId":"3578469398084428","name":"Harold龙哥","avatar":"https://static.tigerbbs.com/130dbe7bd3311198d08871cd1a5b2a8f","crmLevel":7,"crmLevelSwitch":1},"content":"人家在预期我们的预期,我也中彩了 美光 戴尔 英伟达 还有昨天的 特斯拉,全中 tnn的","text":"人家在预期我们的预期,我也中彩了 美光 戴尔 英伟达 还有昨天的 特斯拉,全中 tnn的","html":"人家在预期我们的预期,我也中彩了 美光 戴尔 英伟达 还有昨天的 特斯拉,全中 tnn的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312889358962736,"gmtCreate":1717411219494,"gmtModify":1717753914756,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>看这盘前大涨3%,我猜八成是跟黄总在台湾那场精彩演讲有关。黄总那演讲,点燃了市场的热情。他说了,AI就是新时代的工业革命,计算、医疗、交通、制造这些领域,都将迎来100万亿美元的大商机。他还宣布了25年要把Blackwell升级到Blackwell Ultra,26年又要推出下一代GPU平台RuBin。看这节奏,英伟达这三年内的增长势头可是不可小觑,确定性也大大提升了。我个人预测,到26年底英伟达的市值搞不好真的能达到5万亿美元。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>看这盘前大涨3%,我猜八成是跟黄总在台湾那场精彩演讲有关。黄总那演讲,点燃了市场的热情。他说了,AI就是新时代的工业革命,计算、医疗、交通、制造这些领域,都将迎来100万亿美元的大商机。他还宣布了25年要把Blackwell升级到Blackwell Ultra,26年又要推出下一代GPU平台RuBin。看这节奏,英伟达这三年内的增长势头可是不可小觑,确定性也大大提升了。我个人预测,到26年底英伟达的市值搞不好真的能达到5万亿美元。","text":"$英伟达(NVDA)$ 看这盘前大涨3%,我猜八成是跟黄总在台湾那场精彩演讲有关。黄总那演讲,点燃了市场的热情。他说了,AI就是新时代的工业革命,计算、医疗、交通、制造这些领域,都将迎来100万亿美元的大商机。他还宣布了25年要把Blackwell升级到Blackwell Ultra,26年又要推出下一代GPU平台RuBin。看这节奏,英伟达这三年内的增长势头可是不可小觑,确定性也大大提升了。我个人预测,到26年底英伟达的市值搞不好真的能达到5万亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312889358962736","isVote":1,"tweetType":1,"viewCount":10692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0},"content":"牛逼,英伟达未来几年的增长前景确实可观![抱拳]","text":"牛逼,英伟达未来几年的增长前景确实可观![抱拳]","html":"牛逼,英伟达未来几年的增长前景确实可观![抱拳]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310122514333952,"gmtCreate":1716739670856,"gmtModify":1716739673054,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>只要这股票敢跌,我就敢往里面砸钱买,我看它还能咋“割”我?我就是不卖,看它有啥办法。哈哈,就是这么任性!","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>只要这股票敢跌,我就敢往里面砸钱买,我看它还能咋“割”我?我就是不卖,看它有啥办法。哈哈,就是这么任性!","text":"$Faraday Future(FFIE)$ 只要这股票敢跌,我就敢往里面砸钱买,我看它还能咋“割”我?我就是不卖,看它有啥办法。哈哈,就是这么任性!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/310122514333952","isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133102432854822","authorId":"4133102432854822","name":"Vino8888888","avatar":"https://static.tigerbbs.com/51b076c877b0f79c286a20c45c4430b2","crmLevel":1,"crmLevelSwitch":0},"content":"哈哈,投机就投机,别吹牛,像我们这种老韭菜,从上市的时候也是你这种吹牛逼的心态","text":"哈哈,投机就投机,别吹牛,像我们这种老韭菜,从上市的时候也是你这种吹牛逼的心态","html":"哈哈,投机就投机,别吹牛,像我们这种老韭菜,从上市的时候也是你这种吹牛逼的心态"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311856798539944,"gmtCreate":1717164207680,"gmtModify":1717164209289,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>一觉睡醒,又见证了几个历史时刻.英伟达股价又创新高,纳斯达克指数也是新高不断!amd和coin这俩也是涨得飞起,真是太给力了!不过amd还有那么一丢丢的日均线没突破,不过别担心,我觉得迟早得王者归来,还有咱们大A股,调整好了也肯定能上珠峰顶!","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>一觉睡醒,又见证了几个历史时刻.英伟达股价又创新高,纳斯达克指数也是新高不断!amd和coin这俩也是涨得飞起,真是太给力了!不过amd还有那么一丢丢的日均线没突破,不过别担心,我觉得迟早得王者归来,还有咱们大A股,调整好了也肯定能上珠峰顶!","text":"$美国超微公司(AMD)$ 一觉睡醒,又见证了几个历史时刻.英伟达股价又创新高,纳斯达克指数也是新高不断!amd和coin这俩也是涨得飞起,真是太给力了!不过amd还有那么一丢丢的日均线没突破,不过别担心,我觉得迟早得王者归来,还有咱们大A股,调整好了也肯定能上珠峰顶!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/311856798539944","isVote":1,"tweetType":1,"viewCount":4171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184542174318640,"gmtCreate":1686061981000,"gmtModify":1686061983471,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 押宝“换电”胜算有多大?根据2022年数据,蔚来目前现存1323座换电站,平均每天换电次数46000次,算下来每座换电站日均换电次数仅35次,远未达到二代换电站每日312次的服务上限,此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算,蔚来也要投入20亿资金。在亏损日益扩大的当下,不得不让人担心蔚来","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 押宝“换电”胜算有多大?根据2022年数据,蔚来目前现存1323座换电站,平均每天换电次数46000次,算下来每座换电站日均换电次数仅35次,远未达到二代换电站每日312次的服务上限,此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算,蔚来也要投入20亿资金。在亏损日益扩大的当下,不得不让人担心蔚来","text":"$蔚来(NIO)$ 押宝“换电”胜算有多大?根据2022年数据,蔚来目前现存1323座换电站,平均每天换电次数46000次,算下来每座换电站日均换电次数仅35次,远未达到二代换电站每日312次的服务上限,此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算,蔚来也要投入20亿资金。在亏损日益扩大的当下,不得不让人担心蔚来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/184542174318640","isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507155072547199","authorId":"3507155072547199","name":"886nba","avatar":"https://static.tigerbbs.com/49d9dc2bc2eae4e0bd1d9ac0f2a19eba","crmLevel":1,"crmLevelSwitch":0},"content":"你能想到的李斌会想不到?","text":"你能想到的李斌会想不到?","html":"你能想到的李斌会想不到?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319042843013144,"gmtCreate":1718900492558,"gmtModify":1719198098424,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>这股票的基本面可是相当不错,听说DRAM都涨价了,连HBM都断货了,市场需求这么火爆,PC和手机都抢着要。这股票现在调整调整,蓄势待发,等着财报一出,肯定得涨一波。看这势头,不容小觑","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>这股票的基本面可是相当不错,听说DRAM都涨价了,连HBM都断货了,市场需求这么火爆,PC和手机都抢着要。这股票现在调整调整,蓄势待发,等着财报一出,肯定得涨一波。看这势头,不容小觑","text":"$美光科技(MU)$ 这股票的基本面可是相当不错,听说DRAM都涨价了,连HBM都断货了,市场需求这么火爆,PC和手机都抢着要。这股票现在调整调整,蓄势待发,等着财报一出,肯定得涨一波。看这势头,不容小觑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319042843013144","isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316885019685096,"gmtCreate":1718372292062,"gmtModify":1718372294720,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>中国企业面临如何出海问题,一个企业一旦出海发展必将迎来新的增长点,就像美团,虽然他们现在主要在国内折腾,但王兴大佬说了算,公司也稳固得很。你看抖音这几年搞外卖,都没能动摇美团的地位,可见有多难超越。不过,要是王兴决定去海外开疆拓土,那肯定是个大爆发。所以与生活息息相关的公司有很多,如何了解并理解这家公司并购入其实并不难,买股票就是买公司,芒格和巴爷子都说了,买好股票得有个标准,咱们照着这标准来就对了。总之手里有钱就得等机会,机会一来,那就别犹豫,梭哈就对了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>中国企业面临如何出海问题,一个企业一旦出海发展必将迎来新的增长点,就像美团,虽然他们现在主要在国内折腾,但王兴大佬说了算,公司也稳固得很。你看抖音这几年搞外卖,都没能动摇美团的地位,可见有多难超越。不过,要是王兴决定去海外开疆拓土,那肯定是个大爆发。所以与生活息息相关的公司有很多,如何了解并理解这家公司并购入其实并不难,买股票就是买公司,芒格和巴爷子都说了,买好股票得有个标准,咱们照着这标准来就对了。总之手里有钱就得等机会,机会一来,那就别犹豫,梭哈就对了。","text":"$美团-W(03690)$ 中国企业面临如何出海问题,一个企业一旦出海发展必将迎来新的增长点,就像美团,虽然他们现在主要在国内折腾,但王兴大佬说了算,公司也稳固得很。你看抖音这几年搞外卖,都没能动摇美团的地位,可见有多难超越。不过,要是王兴决定去海外开疆拓土,那肯定是个大爆发。所以与生活息息相关的公司有很多,如何了解并理解这家公司并购入其实并不难,买股票就是买公司,芒格和巴爷子都说了,买好股票得有个标准,咱们照着这标准来就对了。总之手里有钱就得等机会,机会一来,那就别犹豫,梭哈就对了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316885019685096","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316537033097448,"gmtCreate":1718287334399,"gmtModify":1718287336000,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>这多头势头确实挺猛的,不过我觉得还是高估了。AI它其实是有周期性的,不是每年都得砸大钱去买服务器。真要论性价比,我觉得戴尔可能更划算点。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>这多头势头确实挺猛的,不过我觉得还是高估了。AI它其实是有周期性的,不是每年都得砸大钱去买服务器。真要论性价比,我觉得戴尔可能更划算点。","text":"$超微电脑(SMCI)$ 这多头势头确实挺猛的,不过我觉得还是高估了。AI它其实是有周期性的,不是每年都得砸大钱去买服务器。真要论性价比,我觉得戴尔可能更划算点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316537033097448","isVote":1,"tweetType":1,"viewCount":6756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300794288861192,"gmtCreate":1714470736826,"gmtModify":1714470738478,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>现在股票增程优势荡然无存,其他潜在优势又显现不出来,不跌才是太阳从西边出来了呢","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>现在股票增程优势荡然无存,其他潜在优势又显现不出来,不跌才是太阳从西边出来了呢","text":"$理想汽车(LI)$ 现在股票增程优势荡然无存,其他潜在优势又显现不出来,不跌才是太阳从西边出来了呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300794288861192","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179815171608576,"gmtCreate":1684940578517,"gmtModify":1684940580542,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 5月23日,法拉第未来宣布FF 91 & Faraday Future 2.0终极发布将于北京时间5月31日举行,届时将分享FF 91车型的最新进展,公布升级后的产品和技术架构、AI战略、生态产品、服务与销售和共创共享平台等,并介绍FF 91的交付计划。 对于许多期待购买FF 91的用户来说是一个好消息。期待法拉第未来能够不断推陈出新,为消费者带来更多的惊喜和体验。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 5月23日,法拉第未来宣布FF 91 & Faraday Future 2.0终极发布将于北京时间5月31日举行,届时将分享FF 91车型的最新进展,公布升级后的产品和技术架构、AI战略、生态产品、服务与销售和共创共享平台等,并介绍FF 91的交付计划。 对于许多期待购买FF 91的用户来说是一个好消息。期待法拉第未来能够不断推陈出新,为消费者带来更多的惊喜和体验。","text":"$Faraday Future(FFIE)$ 5月23日,法拉第未来宣布FF 91 & Faraday Future 2.0终极发布将于北京时间5月31日举行,届时将分享FF 91车型的最新进展,公布升级后的产品和技术架构、AI战略、生态产品、服务与销售和共创共享平台等,并介绍FF 91的交付计划。 对于许多期待购买FF 91的用户来说是一个好消息。期待法拉第未来能够不断推陈出新,为消费者带来更多的惊喜和体验。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/179815171608576","isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105019856248890","authorId":"4105019856248890","name":"NO1宇宙股神降龙23掌","avatar":"https://static.tigerbbs.com/598047e2d3320117ca3306e057f8f603","crmLevel":1,"crmLevelSwitch":0},"content":"永远的惊喜是,永远总差一步交车,永远的交付计划,反正就是永远不交车,理由多多益善,口活忽悠是老贾的专长,","text":"永远的惊喜是,永远总差一步交车,永远的交付计划,反正就是永远不交车,理由多多益善,口活忽悠是老贾的专长,","html":"永远的惊喜是,永远总差一步交车,永远的交付计划,反正就是永远不交车,理由多多益善,口活忽悠是老贾的专长,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652130584,"gmtCreate":1684332113949,"gmtModify":1684332115865,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 当市场已经要进入大鱼吃小鱼阶段,二三线新势力都要拼命交出交付答卷的时候,之前炒概念的比如法拉第、恒大汽车越来越跳,只是没意义了。就跟考试环节,再说自己多爱学习已经不重要了,拿成绩说话。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 当市场已经要进入大鱼吃小鱼阶段,二三线新势力都要拼命交出交付答卷的时候,之前炒概念的比如法拉第、恒大汽车越来越跳,只是没意义了。就跟考试环节,再说自己多爱学习已经不重要了,拿成绩说话。","text":"$Faraday Future(FFIE)$ 当市场已经要进入大鱼吃小鱼阶段,二三线新势力都要拼命交出交付答卷的时候,之前炒概念的比如法拉第、恒大汽车越来越跳,只是没意义了。就跟考试环节,再说自己多爱学习已经不重要了,拿成绩说话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652130584","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320365037256712,"gmtCreate":1719241267620,"gmtModify":1719241268977,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>这个股票简直就是百分百要破产的节奏。那个Jiajia,大家都知道他就是个骗子,谁还敢信他啊?他这人,不仅搞欺诈,还一点经营企业的能力都没有。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>这个股票简直就是百分百要破产的节奏。那个Jiajia,大家都知道他就是个骗子,谁还敢信他啊?他这人,不仅搞欺诈,还一点经营企业的能力都没有。","text":"$Faraday Future(FFIE)$ 这个股票简直就是百分百要破产的节奏。那个Jiajia,大家都知道他就是个骗子,谁还敢信他啊?他这人,不仅搞欺诈,还一点经营企业的能力都没有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320365037256712","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1},"content":"信贾骗子的人多了,他振臂一呼买,成千上万的人马上买,你看,好多人都亏了。","text":"信贾骗子的人多了,他振臂一呼买,成千上万的人马上买,你看,好多人都亏了。","html":"信贾骗子的人多了,他振臂一呼买,成千上万的人马上买,你看,好多人都亏了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311413223456936,"gmtCreate":1717047030674,"gmtModify":1717047033001,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>从各种消息看,蔚来这车子最近火得一塌糊涂,库存都快见底了!看来蔚来得赶紧提高产能才行,不然真不够卖。BaaS模式真的很不错,让蔚来在市场上脱颖而出,真正的差异化竞争力。小鹏你也别磨蹭了,趁早加入BaaS模式,别等到蔚来建了5000个换电站你才后悔!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>从各种消息看,蔚来这车子最近火得一塌糊涂,库存都快见底了!看来蔚来得赶紧提高产能才行,不然真不够卖。BaaS模式真的很不错,让蔚来在市场上脱颖而出,真正的差异化竞争力。小鹏你也别磨蹭了,趁早加入BaaS模式,别等到蔚来建了5000个换电站你才后悔!","text":"$蔚来(NIO)$ 从各种消息看,蔚来这车子最近火得一塌糊涂,库存都快见底了!看来蔚来得赶紧提高产能才行,不然真不够卖。BaaS模式真的很不错,让蔚来在市场上脱颖而出,真正的差异化竞争力。小鹏你也别磨蹭了,趁早加入BaaS模式,别等到蔚来建了5000个换电站你才后悔!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/311413223456936","isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550805207824943","authorId":"3550805207824943","name":"阿洋抄美股","avatar":"https://static.tigerbbs.com/0f88cfa5c3d4e483795484efeba1b7c6","crmLevel":6,"crmLevelSwitch":0},"content":"关键Bass下个月就到期了。到期以后,销量会不会断崖式下跌","text":"关键Bass下个月就到期了。到期以后,销量会不会断崖式下跌","html":"关键Bass下个月就到期了。到期以后,销量会不会断崖式下跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651366685,"gmtCreate":1681480584748,"gmtModify":1681483458486,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 这票我给他的目标是今年跌破10块,任何的反弹都是跑路的机会,锂电池从4万涨到60万,它的业绩不过如此,今年一个季度锂电池从50万到跌破20万,所有的锂矿企业,包括天齐锂业 赣锋锂业 等,反弹必须跑,后面的业绩不论是同比也好 环比也好,通通都是下跌的,特斯拉马上国内要打价格战了,作为新能源汽车上下游,又要跟着遭殃了,锂电池价格会进一步下滑,谁库存多,谁的存货贬值就大。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 这票我给他的目标是今年跌破10块,任何的反弹都是跑路的机会,锂电池从4万涨到60万,它的业绩不过如此,今年一个季度锂电池从50万到跌破20万,所有的锂矿企业,包括天齐锂业 赣锋锂业 等,反弹必须跑,后面的业绩不论是同比也好 环比也好,通通都是下跌的,特斯拉马上国内要打价格战了,作为新能源汽车上下游,又要跟着遭殃了,锂电池价格会进一步下滑,谁库存多,谁的存货贬值就大。","text":"$特斯拉(TSLA)$ 这票我给他的目标是今年跌破10块,任何的反弹都是跑路的机会,锂电池从4万涨到60万,它的业绩不过如此,今年一个季度锂电池从50万到跌破20万,所有的锂矿企业,包括天齐锂业 赣锋锂业 等,反弹必须跑,后面的业绩不论是同比也好 环比也好,通通都是下跌的,特斯拉马上国内要打价格战了,作为新能源汽车上下游,又要跟着遭殃了,锂电池价格会进一步下滑,谁库存多,谁的存货贬值就大。","images":[{"img":"https://static.tigerbbs.com/c439b94c1699d9b21dc924c984f77298","width":"520","height":"365"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/651366685","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"你这么说是不会有人信的,他们只会冲你喊\"你这么看空去做空呀\"😅 我甚至比你看的更空,我看他5-10年内会回到2块,就是2013年突破的价格。 现在有几个超级大缺口没有补,一个是20年暴跌后突破,40元左右,一个是19年突破17元左右,还一个就是13年突破2元左右 美股缺口必补,就这么简单","text":"你这么说是不会有人信的,他们只会冲你喊\"你这么看空去做空呀\"😅 我甚至比你看的更空,我看他5-10年内会回到2块,就是2013年突破的价格。 现在有几个超级大缺口没有补,一个是20年暴跌后突破,40元左右,一个是19年突破17元左右,还一个就是13年突破2元左右 美股缺口必补,就这么简单","html":"你这么说是不会有人信的,他们只会冲你喊\"你这么看空去做空呀\"😅 我甚至比你看的更空,我看他5-10年内会回到2块,就是2013年突破的价格。 现在有几个超级大缺口没有补,一个是20年暴跌后突破,40元左右,一个是19年突破17元左右,还一个就是13年突破2元左右 美股缺口必补,就这么简单"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321737694486528,"gmtCreate":1719569105131,"gmtModify":1719569106931,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>我本来是打算卖完就直接做空来着,但仔细琢磨了一下,觉得还是见好就收吧。毕竟从贾会计那里掏钱,真不是件容易的事儿,得谨慎点,还是看老师们怎么发财吧。我稍微买了点游戏驿站,真的就一点点,纯粹当买个彩票玩玩,碰碰运气了。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>我本来是打算卖完就直接做空来着,但仔细琢磨了一下,觉得还是见好就收吧。毕竟从贾会计那里掏钱,真不是件容易的事儿,得谨慎点,还是看老师们怎么发财吧。我稍微买了点游戏驿站,真的就一点点,纯粹当买个彩票玩玩,碰碰运气了。","text":"$Faraday Future(FFIE)$ 我本来是打算卖完就直接做空来着,但仔细琢磨了一下,觉得还是见好就收吧。毕竟从贾会计那里掏钱,真不是件容易的事儿,得谨慎点,还是看老师们怎么发财吧。我稍微买了点游戏驿站,真的就一点点,纯粹当买个彩票玩玩,碰碰运气了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321737694486528","isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470662065407748","authorId":"3470662065407748","name":"兔子不是兔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"content":"空没票了,你还想啥空呢 [捂脸]","text":"空没票了,你还想啥空呢 [捂脸]","html":"空没票了,你还想啥空呢 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318703617208392,"gmtCreate":1718817763923,"gmtModify":1718817768457,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"1\"></v-v>哪个股票能天天都涨呢,回调一两天其实才是好事儿,这就跟弹簧一样,你得先压下去,它才能弹得更高","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"1\"></v-v>哪个股票能天天都涨呢,回调一两天其实才是好事儿,这就跟弹簧一样,你得先压下去,它才能弹得更高","text":"$博通(AVGO)$ 哪个股票能天天都涨呢,回调一两天其实才是好事儿,这就跟弹簧一样,你得先压下去,它才能弹得更高","images":[{"img":"https://static.tigerbbs.com/88b51939de6dea3a5d799f446c25138c","width":"541","height":"537"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318703617208392","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306906467512464,"gmtCreate":1715938408172,"gmtModify":1715938409583,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"1\"></v-v>NVIDIA的财报马上出炉,这可是个让人期待的大日子。据说超微的财报表现相当不错,作为概念股来说大概率涨。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"1\"></v-v>NVIDIA的财报马上出炉,这可是个让人期待的大日子。据说超微的财报表现相当不错,作为概念股来说大概率涨。","text":"$超微电脑(SMCI)$ NVIDIA的财报马上出炉,这可是个让人期待的大日子。据说超微的财报表现相当不错,作为概念股来说大概率涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306906467512464","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"21701811144608","authorId":"21701811144608","name":"Bobby129","avatar":"https://static.tigerbbs.com/78d693401312f446a0de18ba3b4c5090","crmLevel":9,"crmLevelSwitch":0},"content":"不是早就发了财报了吗","text":"不是早就发了财报了吗","html":"不是早就发了财报了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306208212959256,"gmtCreate":1715767801589,"gmtModify":1715767803264,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>美团从谷底开始都快翻一倍了,我从80块一路买到60多,赚了80%。记得今年1月11日,我还跟一个网友争论要不要用伊利的钱去买美团。伊利也个好公司,我一直跟我老婆推荐买。但她受不了那么大波动,觉得收收股息,博个牛市也能赚点钱。当然还是美团更有诱惑,目前持仓市值40w。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>美团从谷底开始都快翻一倍了,我从80块一路买到60多,赚了80%。记得今年1月11日,我还跟一个网友争论要不要用伊利的钱去买美团。伊利也个好公司,我一直跟我老婆推荐买。但她受不了那么大波动,觉得收收股息,博个牛市也能赚点钱。当然还是美团更有诱惑,目前持仓市值40w。","text":"$美团-W(03690)$ 美团从谷底开始都快翻一倍了,我从80块一路买到60多,赚了80%。记得今年1月11日,我还跟一个网友争论要不要用伊利的钱去买美团。伊利也个好公司,我一直跟我老婆推荐买。但她受不了那么大波动,觉得收收股息,博个牛市也能赚点钱。当然还是美团更有诱惑,目前持仓市值40w。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306208212959256","isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651837457,"gmtCreate":1681739877679,"gmtModify":1681739880378,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 老贾成了!?4月15日,法拉第未来的首辆量产车FF 91迎来正式下线。贾跃亭在现场发言,“一路以来并不容易,但九年不屈,终于看到我们孕育了九年的梦想迎来了量产下线,此刻真是百感交集”。同时称,“能够一路带领FF历经磨难披荆斩棘走到今天,是一段令人难以置信的旅程。”希望老贾能早日回国!!","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 老贾成了!?4月15日,法拉第未来的首辆量产车FF 91迎来正式下线。贾跃亭在现场发言,“一路以来并不容易,但九年不屈,终于看到我们孕育了九年的梦想迎来了量产下线,此刻真是百感交集”。同时称,“能够一路带领FF历经磨难披荆斩棘走到今天,是一段令人难以置信的旅程。”希望老贾能早日回国!!","text":"$Faraday Future(FFIE)$ 老贾成了!?4月15日,法拉第未来的首辆量产车FF 91迎来正式下线。贾跃亭在现场发言,“一路以来并不容易,但九年不屈,终于看到我们孕育了九年的梦想迎来了量产下线,此刻真是百感交集”。同时称,“能够一路带领FF历经磨难披荆斩棘走到今天,是一段令人难以置信的旅程。”希望老贾能早日回国!!","images":[{"img":"https://static.tigerbbs.com/c1f3862a0c9a9808dc4767a89efe96c9","width":"1920","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/651837457","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320642277765128,"gmtCreate":1719308953291,"gmtModify":1719308955121,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果真是成也资本市场,败也资本市场。他们最大的问题就是赚的钱全拿去回购股票了,而不是投入研发。作为一个用了十几年苹果的人,我得承认,手机这块儿,软硬一体做得最好的就是苹果了。但未来可是软硬AI一体化的时代,如果苹果不搞收购openai,不搞GPU,也不搞智能车,我估计再过个十年,华为手机可能就把他们给超越了。这世道变化快,得跟上时代才行。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果真是成也资本市场,败也资本市场。他们最大的问题就是赚的钱全拿去回购股票了,而不是投入研发。作为一个用了十几年苹果的人,我得承认,手机这块儿,软硬一体做得最好的就是苹果了。但未来可是软硬AI一体化的时代,如果苹果不搞收购openai,不搞GPU,也不搞智能车,我估计再过个十年,华为手机可能就把他们给超越了。这世道变化快,得跟上时代才行。","text":"$苹果(AAPL)$ 苹果真是成也资本市场,败也资本市场。他们最大的问题就是赚的钱全拿去回购股票了,而不是投入研发。作为一个用了十几年苹果的人,我得承认,手机这块儿,软硬一体做得最好的就是苹果了。但未来可是软硬AI一体化的时代,如果苹果不搞收购openai,不搞GPU,也不搞智能车,我估计再过个十年,华为手机可能就把他们给超越了。这世道变化快,得跟上时代才行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320642277765128","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"照你那样什么都搞,苹果压根不会成为今日明星","text":"照你那样什么都搞,苹果压根不会成为今日明星","html":"照你那样什么都搞,苹果压根不会成为今日明星"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}