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星空下的暗恋
04-11
$Meta Platforms(META)$
Meta发布了自家的第二代定制芯片MTIA v2。这次的芯片目前主要用于排序和推荐系统的AI运算,未来计划用于生成式AI。在TCO和规模经济的推动下,大客户对于半导体芯片的掌控日益加强,预计整体订单量和业绩将会有不错的表现。
星空下的暗恋
2023-12-27
之前一波狠的,反而让游戏股成了热点,低位价,加上目前已经走出来的修复行情,在加上假期来临,游戏业旺季到来,业绩还会有一波提升,希望大大反弹一波,走出个新高。
$网易(NTES)$
星空下的暗恋
2023-12-26
周末游戏的利空消化差不多了,感觉美股网易都没港股跌得多,再忍忍,否极泰来应有时
$网易(NTES)$
星空下的暗恋
2023-12-25
意见稿发了,又不好撤回,也做了进一步说明,希望游戏市场健康发展。今天新批准105款新游戏!空军自求多福吧!
$网易(NTES)$
星空下的暗恋
2023-12-22
谨慎分析,2024拉高出货,拉爆机会,大佬手上的货,必须来一波大涨出货,做市吧
$Coinbase Global, Inc.(COIN)$
星空下的暗恋
2023-12-21
差不多到顶了,最后这急剧升势是常见的消耗性上升,就算涨10个点,只是升得愈急,跌得也愈急
$Coinbase Global, Inc.(COIN)$
星空下的暗恋
2023-12-20
美股不可能有真正意义上的回调,就像七月份逼空一样、必须让所有的空头和滑头彻底投降,否则美股绝不回调!
$标普500(.SPX)$
$纳斯达克(.IXIC)$
$纳指100ETF(QQQ)$
星空下的暗恋
2023-12-19
人工智能未来肯定时发展风口,人工智能公司有很多,谁能赢到最后,这个很难说。但是,有一家公司,一定是绝对的大赢家,那就是英伟达。
$英伟达(NVDA)$
星空下的暗恋
2023-12-18
英伟达股价本质也是预期,流动性溢出,抱团的情绪流打法,跟大A玩法一样,才涨这么高。 真的值这么高市值? 后面AMD,其它公司不能做算力替代?
$英伟达(NVDA)$
星空下的暗恋
2023-12-15
英伟达与亚马逊的合作也是不得已而为之,美国禁止出口芯片半导体,英伟达需要销售芯片,这个矛盾需要解决,那么美国的企业就是个选择,而亚马逊也可以出租算力获利,形成新的产业模式。生成式人工智能将在他们构建的平台下运行,形成新的垄断模式
$英伟达(NVDA)$
星空下的暗恋
2023-12-14
英伟达的优秀不需要理由,护城河是CUDA,围绕CUDA建立的生态已经成为事实上的行业标准,别人没法模仿,至于技术先进性也是遥遥领先,谷歌和特斯拉都碰瓷英伟达然后被怼了回去
$英伟达(NVDA)$
一张老图
星空下的暗恋
2023-12-13
过去两周还是没法下决心重仓英伟达。不是GPU和CUDA的直接用户,仅凭阅读财报与第三方的分析还是很难判断3~5年后的模样。哎
$英伟达(NVDA)$
星空下的暗恋
2023-12-12
华为法务部这么牛逼,不见得它这次对小米动手,或者动不了。hw也不一定能打赢,因为没有公开前小米就申请实用新型了,小米上海总部就在华为终端大本营对面,很多东西不好说
$小米集团-W(01810)$
星空下的暗恋
2023-12-11
今天的16000点相当于以前的13000点了,因为腾讯今天307元,前低187元,307元距离187元-39%,假设腾讯波动是恒指2倍,16000点乘0.8得12800点,早就十九层地狱了。
$恒生指数(HSI)$
星空下的暗恋
2023-12-08
谷歌发表最新AI模型Gemini,一些指标超越GPT-4,对微软来说是短期利空,但另一方面看,这种竞争又是好事,让AI技术不断进步。
$微软(MSFT)$
星空下的暗恋
2023-12-07
微软的强大,也许平时我们没有在意,但你的周边可能已经被它的产品所包围,前不久的OpenAI“宫斗”又让它狠狠赚了一笔。。
$微软(MSFT)$
星空下的暗恋
2023-12-06
“来得早不如来得巧?”阿里开拓海外市场比pdd早得多,但现在海外业务却反不如pdd这么有冲击力,这是为什么呢?“砍一刀”风靡全球,难道全球都消费降级、经济下行?消费者都有占便宜心理?
$阿里巴巴(BABA)$
星空下的暗恋
2023-12-05
阿里大手笔回购,打爆空头就是最好的回击,可惜最近一点动作没有。这样怎么让支持你的股东有信心?画大饼?放空炮?
$阿里巴巴(BABA)$
星空下的暗恋
2023-12-04
微软正与合作伙伴洽谈推出移动游戏应用商店的相关事宜,或于明年推出应用商店,继续看好微软。不过不是很清楚移动游戏应用商店是什么意思
$微软(MSFT)$
星空下的暗恋
2023-12-01
家人们谁懂啊 第一次炒股买了阿里巴巴 从当初的豪言壮语到现在已经灰心丧气了 跌吧跌吧 本金不要了[捂脸][捂脸]
$阿里巴巴(BABA)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> Meta发布了自家的第二代定制芯片MTIA v2。这次的芯片目前主要用于排序和推荐系统的AI运算,未来计划用于生成式AI。在TCO和规模经济的推动下,大客户对于半导体芯片的掌控日益加强,预计整体订单量和业绩将会有不错的表现。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> Meta发布了自家的第二代定制芯片MTIA v2。这次的芯片目前主要用于排序和推荐系统的AI运算,未来计划用于生成式AI。在TCO和规模经济的推动下,大客户对于半导体芯片的掌控日益加强,预计整体订单量和业绩将会有不错的表现。","text":"$Meta Platforms(META)$ Meta发布了自家的第二代定制芯片MTIA v2。这次的芯片目前主要用于排序和推荐系统的AI运算,未来计划用于生成式AI。在TCO和规模经济的推动下,大客户对于半导体芯片的掌控日益加强,预计整体订单量和业绩将会有不错的表现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294177663230128","isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256599554748464,"gmtCreate":1703675169640,"gmtModify":1703682378460,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"之前一波狠的,反而让游戏股成了热点,低位价,加上目前已经走出来的修复行情,在加上假期来临,游戏业旺季到来,业绩还会有一波提升,希望大大反弹一波,走出个新高。 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v data-views=\"1\"></v-v>","listText":"之前一波狠的,反而让游戏股成了热点,低位价,加上目前已经走出来的修复行情,在加上假期来临,游戏业旺季到来,业绩还会有一波提升,希望大大反弹一波,走出个新高。 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v 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data-views=\"1\"></v-v>","text":"周末游戏的利空消化差不多了,感觉美股网易都没港股跌得多,再忍忍,否极泰来应有时 $网易(NTES)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256300477059120","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255984693493808,"gmtCreate":1703502813823,"gmtModify":1703502815034,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"意见稿发了,又不好撤回,也做了进一步说明,希望游戏市场健康发展。今天新批准105款新游戏!空军自求多福吧! <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v data-views=\"1\"></v-v>","listText":"意见稿发了,又不好撤回,也做了进一步说明,希望游戏市场健康发展。今天新批准105款新游戏!空军自求多福吧! <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v data-views=\"1\"></v-v>","text":"意见稿发了,又不好撤回,也做了进一步说明,希望游戏市场健康发展。今天新批准105款新游戏!空军自求多福吧! $网易(NTES)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255984693493808","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254805348007984,"gmtCreate":1703244413498,"gmtModify":1703244414690,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"谨慎分析,2024拉高出货,拉爆机会,大佬手上的货,必须来一波大涨出货,做市吧 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","listText":"谨慎分析,2024拉高出货,拉爆机会,大佬手上的货,必须来一波大涨出货,做市吧 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","text":"谨慎分析,2024拉高出货,拉爆机会,大佬手上的货,必须来一波大涨出货,做市吧 $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254805348007984","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254459368665096,"gmtCreate":1703159828042,"gmtModify":1703159829489,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"差不多到顶了,最后这急剧升势是常见的消耗性上升,就算涨10个点,只是升得愈急,跌得也愈急 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>","listText":"差不多到顶了,最后这急剧升势是常见的消耗性上升,就算涨10个点,只是升得愈急,跌得也愈急 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>","text":"差不多到顶了,最后这急剧升势是常见的消耗性上升,就算涨10个点,只是升得愈急,跌得也愈急 $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254459368665096","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254097125085192,"gmtCreate":1703071389668,"gmtModify":1703071391206,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美股不可能有真正意义上的回调,就像七月份逼空一样、必须让所有的空头和滑头彻底投降,否则美股绝不回调! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","listText":"美股不可能有真正意义上的回调,就像七月份逼空一样、必须让所有的空头和滑头彻底投降,否则美股绝不回调! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","text":"美股不可能有真正意义上的回调,就像七月份逼空一样、必须让所有的空头和滑头彻底投降,否则美股绝不回调! $标普500(.SPX)$ $纳斯达克(.IXIC)$ $纳指100ETF(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254097125085192","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253750490140720,"gmtCreate":1702986879839,"gmtModify":1702986882944,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"人工智能未来肯定时发展风口,人工智能公司有很多,谁能赢到最后,这个很难说。但是,有一家公司,一定是绝对的大赢家,那就是英伟达。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"人工智能未来肯定时发展风口,人工智能公司有很多,谁能赢到最后,这个很难说。但是,有一家公司,一定是绝对的大赢家,那就是英伟达。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"人工智能未来肯定时发展风口,人工智能公司有很多,谁能赢到最后,这个很难说。但是,有一家公司,一定是绝对的大赢家,那就是英伟达。 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$网易(NTES)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256300477059120","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248810858291216,"gmtCreate":1701775389780,"gmtModify":1701775391003,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"阿里大手笔回购,打爆空头就是最好的回击,可惜最近一点动作没有。这样怎么让支持你的股东有信心?画大饼?放空炮? <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","listText":"阿里大手笔回购,打爆空头就是最好的回击,可惜最近一点动作没有。这样怎么让支持你的股东有信心?画大饼?放空炮? <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","text":"阿里大手笔回购,打爆空头就是最好的回击,可惜最近一点动作没有。这样怎么让支持你的股东有信心?画大饼?放空炮? $阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248810858291216","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247425732571208,"gmtCreate":1701430801282,"gmtModify":1701430804934,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"家人们谁懂啊 第一次炒股买了阿里巴巴 从当初的豪言壮语到现在已经灰心丧气了 跌吧跌吧 本金不要了[捂脸][捂脸] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","listText":"家人们谁懂啊 第一次炒股买了阿里巴巴 从当初的豪言壮语到现在已经灰心丧气了 跌吧跌吧 本金不要了[捂脸][捂脸] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","text":"家人们谁懂啊 第一次炒股买了阿里巴巴 从当初的豪言壮语到现在已经灰心丧气了 跌吧跌吧 本金不要了[捂脸][捂脸] $阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/f83104a8297e0406f793892cd42484e2","width":"765","height":"700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/247425732571208","isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":246015801643024,"gmtCreate":1701086527875,"gmtModify":1701086529244,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有一个小小的发现:我发现多数关心苹果的投资者(无论多空)都有点太在意苹果眼前的东西了,其实一两个季度的表现没那么重要。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","listText":"有一个小小的发现:我发现多数关心苹果的投资者(无论多空)都有点太在意苹果眼前的东西了,其实一两个季度的表现没那么重要。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","text":"有一个小小的发现:我发现多数关心苹果的投资者(无论多空)都有点太在意苹果眼前的东西了,其实一两个季度的表现没那么重要。 $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/246015801643024","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244545028292656,"gmtCreate":1700740400507,"gmtModify":1700740402244,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"前戏太长,但实际又几秒结束,导致大大低于预期,所以利好落地就大跌,这次皮卡看好也是差不多操作,多头喊了一年了,结果交付十几台了事,还不断出现问题,利好变利空 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>","listText":"前戏太长,但实际又几秒结束,导致大大低于预期,所以利好落地就大跌,这次皮卡看好也是差不多操作,多头喊了一年了,结果交付十几台了事,还不断出现问题,利好变利空 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>","text":"前戏太长,但实际又几秒结束,导致大大低于预期,所以利好落地就大跌,这次皮卡看好也是差不多操作,多头喊了一年了,结果交付十几台了事,还不断出现问题,利好变利空 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244545028292656","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244192521154608,"gmtCreate":1700654339194,"gmtModify":1700654342078,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"其实有什么本质利空呢?不就是中国市场短期销售比例下降而已,新的定制产品出来不就解决了吗? <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"其实有什么本质利空呢?不就是中国市场短期销售比例下降而已,新的定制产品出来不就解决了吗? <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"其实有什么本质利空呢?不就是中国市场短期销售比例下降而已,新的定制产品出来不就解决了吗? $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/3be8ada2d96a5e2fc11d9559cf5f1aba","width":"228","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244192521154608","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241399700480008,"gmtCreate":1699964707309,"gmtModify":1699968102435,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"短期罕见七年内九连涨,昨天有发布新一代大幅性能提高的芯片,可见短期买方动能严重消耗,大利好下股价表现平平。短期将进入均衡区,利于空头。然21号的季报将是打破这种局面的时候。所以短期我看至少做空没有什么搞头! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"短期罕见七年内九连涨,昨天有发布新一代大幅性能提高的芯片,可见短期买方动能严重消耗,大利好下股价表现平平。短期将进入均衡区,利于空头。然21号的季报将是打破这种局面的时候。所以短期我看至少做空没有什么搞头! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"短期罕见七年内九连涨,昨天有发布新一代大幅性能提高的芯片,可见短期买方动能严重消耗,大利好下股价表现平平。短期将进入均衡区,利于空头。然21号的季报将是打破这种局面的时候。所以短期我看至少做空没有什么搞头! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241399700480008","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294177663230128,"gmtCreate":1712825680167,"gmtModify":1712825681767,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> Meta发布了自家的第二代定制芯片MTIA v2。这次的芯片目前主要用于排序和推荐系统的AI运算,未来计划用于生成式AI。在TCO和规模经济的推动下,大客户对于半导体芯片的掌控日益加强,预计整体订单量和业绩将会有不错的表现。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> Meta发布了自家的第二代定制芯片MTIA v2。这次的芯片目前主要用于排序和推荐系统的AI运算,未来计划用于生成式AI。在TCO和规模经济的推动下,大客户对于半导体芯片的掌控日益加强,预计整体订单量和业绩将会有不错的表现。","text":"$Meta Platforms(META)$ Meta发布了自家的第二代定制芯片MTIA v2。这次的芯片目前主要用于排序和推荐系统的AI运算,未来计划用于生成式AI。在TCO和规模经济的推动下,大客户对于半导体芯片的掌控日益加强,预计整体订单量和业绩将会有不错的表现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294177663230128","isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256599554748464,"gmtCreate":1703675169640,"gmtModify":1703682378460,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"之前一波狠的,反而让游戏股成了热点,低位价,加上目前已经走出来的修复行情,在加上假期来临,游戏业旺季到来,业绩还会有一波提升,希望大大反弹一波,走出个新高。 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v data-views=\"1\"></v-v>","listText":"之前一波狠的,反而让游戏股成了热点,低位价,加上目前已经走出来的修复行情,在加上假期来临,游戏业旺季到来,业绩还会有一波提升,希望大大反弹一波,走出个新高。 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v data-views=\"1\"></v-v>","text":"之前一波狠的,反而让游戏股成了热点,低位价,加上目前已经走出来的修复行情,在加上假期来临,游戏业旺季到来,业绩还会有一波提升,希望大大反弹一波,走出个新高。 $网易(NTES)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256599554748464","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255984693493808,"gmtCreate":1703502813823,"gmtModify":1703502815034,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"意见稿发了,又不好撤回,也做了进一步说明,希望游戏市场健康发展。今天新批准105款新游戏!空军自求多福吧! <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v data-views=\"1\"></v-v>","listText":"意见稿发了,又不好撤回,也做了进一步说明,希望游戏市场健康发展。今天新批准105款新游戏!空军自求多福吧! <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v data-views=\"1\"></v-v>","text":"意见稿发了,又不好撤回,也做了进一步说明,希望游戏市场健康发展。今天新批准105款新游戏!空军自求多福吧! $网易(NTES)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255984693493808","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254805348007984,"gmtCreate":1703244413498,"gmtModify":1703244414690,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"谨慎分析,2024拉高出货,拉爆机会,大佬手上的货,必须来一波大涨出货,做市吧 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","listText":"谨慎分析,2024拉高出货,拉爆机会,大佬手上的货,必须来一波大涨出货,做市吧 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>","text":"谨慎分析,2024拉高出货,拉爆机会,大佬手上的货,必须来一波大涨出货,做市吧 $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254805348007984","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254459368665096,"gmtCreate":1703159828042,"gmtModify":1703159829489,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"差不多到顶了,最后这急剧升势是常见的消耗性上升,就算涨10个点,只是升得愈急,跌得也愈急 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>","listText":"差不多到顶了,最后这急剧升势是常见的消耗性上升,就算涨10个点,只是升得愈急,跌得也愈急 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>","text":"差不多到顶了,最后这急剧升势是常见的消耗性上升,就算涨10个点,只是升得愈急,跌得也愈急 $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254459368665096","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253457317130248,"gmtCreate":1702899209236,"gmtModify":1702899212892,"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.laohu8.com/picture82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"英伟达股价本质也是预期,流动性溢出,抱团的情绪流打法,跟大A玩法一样,才涨这么高。 真的值这么高市值? 后面AMD,其它公司不能做算力替代? <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"英伟达股价本质也是预期,流动性溢出,抱团的情绪流打法,跟大A玩法一样,才涨这么高。 真的值这么高市值? 后面AMD,其它公司不能做算力替代? <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"英伟达股价本质也是预期,流动性溢出,抱团的情绪流打法,跟大A玩法一样,才涨这么高。 真的值这么高市值? 后面AMD,其它公司不能做算力替代? $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253457317130248","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}