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02-20

2024/02/20 复盘笔记 by 牙尖儿

$英伟达(NVDA)$ 勇敢的在发财报前看空英伟达，用事实说话。虽然知道多空博弈非常厉害，或者说英伟达这支股票上面绑定了太多的利益方。但是英伟达营收的增速环比确实是在下降，同比就不用说了，2022年第四季度是矿难。

2024/02/20 复盘笔记 by 牙尖儿

02-14

$英伟达(NVDA)$ 之前有人说AI使用的人越多，对GPU算力的要求越高，对显卡的数量要求越多，其实这是一个彻头彻尾谎言，这个是脸书的llama2模型给出的回答。

2023-08-28

$英伟达(NVDA)$ 分享一点信息吧，看着大家不顾一切的往里面冲，还是觉得有点儿… 说Meta开源其实不够准确，准确的说，是免费本地部署，还能自己对大圆模型参数进行微调。你们还相信小作文吗？

2023-06-28

$英伟达(NVDA)$ 其实就是中国的大公司上半年在买买买，过了这波狂潮之后，英伟达就凉凉，业绩高增长不可持续。现在就连A800也不行了。其实主要就是赌中美关系，很显然，拜登已经表态了。

2021-03-05

$小米集团-W(01810)$啥都不说了，发套套的节奏。北水持续减持小米集团。这是要继续阴跌的节奏。

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之前有人说AI使用的人越多，对GPU算力的要求越高，对显卡的数量要求越多，其实这是一个彻头彻尾谎言，这个是脸书的llama2模型给出的回答。","images":[{"img":"https://static.tigerbbs.com/156d407cb3ced3ffa6e6af07f8ad59c9","width":"2160","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/273896590409848","isVote":1,"tweetType":1,"viewCount":4318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109968270505112","authorId":"4109968270505112","name":"leo507","avatar":"https://static.tigerbbs.com/634b58f06f349c1a7d7b50306fbf2a54","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4109968270505112","idStr":"4109968270505112"},"content":"你就凭这么一段回答 就比英伟达还懂GPU了吗","text":"你就凭这么一段回答 就比英伟达还懂GPU了吗","html":"你就凭这么一段回答 就比英伟达还懂GPU了吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":213804683096152,"gmtCreate":1693216433338,"gmtModify":1693216619008,"author":{"id":"3463976473580215","authorId":"3463976473580215","name":"牙尖儿","avatar":"https://static.tigerbbs.com/139e5f259963700eec387a21f7bbb02d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463976473580215","idStr":"3463976473580215"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>分享一点信息吧，看着大家不顾一切的往里面冲，还是觉得有点儿… 说Meta开源其实不够准确，准确的说，是免费本地部署，还能自己对大圆模型参数进行微调。你们还相信小作文吗？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>分享一点信息吧，看着大家不顾一切的往里面冲，还是觉得有点儿… 说Meta开源其实不够准确，准确的说，是免费本地部署，还能自己对大圆模型参数进行微调。你们还相信小作文吗？","text":"$英伟达(NVDA)$ 分享一点信息吧，看着大家不顾一切的往里面冲，还是觉得有点儿… 说Meta开源其实不够准确，准确的说，是免费本地部署，还能自己对大圆模型参数进行微调。你们还相信小作文吗？","images":[{"img":"https://static.tigerbbs.com/6752fea3cfeb93eebe2ea2758428b19f","width":"1080","height":"2160"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213804683096152","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":768601950732352,"gmtCreate":1687961070970,"gmtModify":1687962990114,"author":{"id":"3463976473580215","authorId":"3463976473580215","name":"牙尖儿","avatar":"https://static.tigerbbs.com/139e5f259963700eec387a21f7bbb02d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463976473580215","idStr":"3463976473580215"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>其实就是中国的大公司上半年在买买买，过了这波狂潮之后，英伟达就凉凉，业绩高增长不可持续。现在就连A800也不行了。其实主要就是赌中美关系，很显然，拜登已经表态了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>其实就是中国的大公司上半年在买买买，过了这波狂潮之后，英伟达就凉凉，业绩高增长不可持续。现在就连A800也不行了。其实主要就是赌中美关系，很显然，拜登已经表态了。","text":"$英伟达(NVDA)$ 其实就是中国的大公司上半年在买买买，过了这波狂潮之后，英伟达就凉凉，业绩高增长不可持续。现在就连A800也不行了。其实主要就是赌中美关系，很显然，拜登已经表态了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/768601950732352","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"content":"下半年美国企业确定性的八千亿刀ai支出是开玩笑吗？","text":"下半年美国企业确定性的八千亿刀ai支出是开玩笑吗？","html":"下半年美国企业确定性的八千亿刀ai支出是开玩笑吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367372779,"gmtCreate":1614915429191,"gmtModify":1703482927389,"author":{"id":"3463976473580215","authorId":"3463976473580215","name":"牙尖儿","avatar":"https://static.tigerbbs.com/139e5f259963700eec387a21f7bbb02d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463976473580215","idStr":"3463976473580215"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>啥都不说了，发套套的节奏。北水持续减持小米集团。这是要继续阴跌的节奏。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>啥都不说了，发套套的节奏。北水持续减持小米集团。这是要继续阴跌的节奏。","text":"$小米集团-W(01810)$啥都不说了，发套套的节奏。北水持续减持小米集团。这是要继续阴跌的节奏。","images":[{"img":"https://static.tigerbbs.com/0abc8ed946cdb8201929f98e51616d6f","width":"1080","height":"2160"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/367372779","isVote":1,"tweetType":1,"viewCount":3653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":276092603388144,"gmtCreate":1708435549829,"gmtModify":1708435552252,"author":{"id":"3463976473580215","authorId":"3463976473580215","name":"牙尖儿","avatar":"https://static.tigerbbs.com/139e5f259963700eec387a21f7bbb02d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463976473580215","authorIdStr":"3463976473580215"},"themes":[],"title":"2024/02/20 复盘笔记 by 牙尖儿","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>勇敢的在发财报前看空英伟达，用事实说话。虽然知道多空博弈非常厉害，或者说英伟达这支股票上面绑定了太多的利益方。但是英伟达营收的增速环比确实是在下降，同比就不用说了，2022年第四季度是矿难。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>勇敢的在发财报前看空英伟达，用事实说话。虽然知道多空博弈非常厉害，或者说英伟达这支股票上面绑定了太多的利益方。但是英伟达营收的增速环比确实是在下降，同比就不用说了，2022年第四季度是矿难。","text":"$英伟达(NVDA)$ 勇敢的在发财报前看空英伟达，用事实说话。虽然知道多空博弈非常厉害，或者说英伟达这支股票上面绑定了太多的利益方。但是英伟达营收的增速环比确实是在下降，同比就不用说了，2022年第四季度是矿难。","images":[{"img":"https://static.tigerbbs.com/2274fe8105c562218c3761be8f02cf68","width":"2160","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/276092603388144","isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465647488121089","authorId":"3465647488121089","name":"神魔一线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3465647488121089","authorIdStr":"3465647488121089"},"content":"其实财报不会差关键是预期。。美国是否会加强出口管制。","text":"其实财报不会差关键是预期。。美国是否会加强出口管制。","html":"其实财报不会差关键是预期。。美国是否会加强出口管制。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":273896590409848,"gmtCreate":1707907142096,"gmtModify":1707983596321,"author":{"id":"3463976473580215","authorId":"3463976473580215","name":"牙尖儿","avatar":"https://static.tigerbbs.com/139e5f259963700eec387a21f7bbb02d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463976473580215","authorIdStr":"3463976473580215"},"themes":[],"htmlText":"<a 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之前有人说AI使用的人越多，对GPU算力的要求越高，对显卡的数量要求越多，其实这是一个彻头彻尾谎言，这个是脸书的llama2模型给出的回答。","images":[{"img":"https://static.tigerbbs.com/156d407cb3ced3ffa6e6af07f8ad59c9","width":"2160","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/273896590409848","isVote":1,"tweetType":1,"viewCount":4318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109968270505112","authorId":"4109968270505112","name":"leo507","avatar":"https://static.tigerbbs.com/634b58f06f349c1a7d7b50306fbf2a54","crmLevel":8,"crmLevelSwitch":1,"idStr":"4109968270505112","authorIdStr":"4109968270505112"},"content":"你就凭这么一段回答 就比英伟达还懂GPU了吗","text":"你就凭这么一段回答 就比英伟达还懂GPU了吗","html":"你就凭这么一段回答 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其实就是中国的大公司上半年在买买买，过了这波狂潮之后，英伟达就凉凉，业绩高增长不可持续。现在就连A800也不行了。其实主要就是赌中美关系，很显然，拜登已经表态了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/768601950732352","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"下半年美国企业确定性的八千亿刀ai支出是开玩笑吗？","text":"下半年美国企业确定性的八千亿刀ai支出是开玩笑吗？","html":"下半年美国企业确定性的八千亿刀ai支出是开玩笑吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213804683096152,"gmtCreate":1693216433338,"gmtModify":1693216619008,"author":{"id":"3463976473580215","authorId":"3463976473580215","name":"牙尖儿","avatar":"https://static.tigerbbs.com/139e5f259963700eec387a21f7bbb02d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463976473580215","authorIdStr":"3463976473580215"},"themes":[],"htmlText":"<a 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