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猫同你讲
2022-02-22
$英伟达(NVDA)$
$苹果(AAPL)$
$Meta Platforms(FB)$
$纳斯达克(.IXIC)$
现在人心惶惶,属于人为制造的熊市,那就干脆让他多跌一点,到时候美联储就会转鸽,反弹也会更有力量
猫同你讲
2022-02-18
$英伟达(NVDA)$
$苹果(AAPL)$
$AMD(AMD)$
$Meta Platforms(FB)$
$纳斯达克(.IXIC)$
大盘已经盘整三个星期了,现在应该要来点像样的反弹了
猫同你讲
2022-02-17
$英伟达(NVDA)$
$AMD(AMD)$
$苹果(AAPL)$
英伟达要死了
猫同你讲
2022-02-14
$英伟达(NVDA)$
$AMD(AMD)$
$苹果(AAPL)$
今天一定要狠狠的砸盘,这样美联储才会温和
猫同你讲
2022-01-28
$苹果(AAPL)$
$AMD(AMD)$
$英伟达(NVDA)$
现在这行情只能看看苹果尾盘走的好不好,好的话一个星期进场,不好再观察一段时间,等其他几个大公司发布财报再看,如果亚马逊和Facebook的财报都好那恐慌情绪就会散去,回调应该就结束了。
猫同你讲
2021-01-13
$AMD(AMD)$
AMD什么时候发财报,怎么还不见提示,这次zen3处理器在京东渠道居然涨价了,还是预约阶段,很有意思
猫同你讲
2020-10-08
$AMD(AMD)$
$美光科技(MU)$
$苹果(AAPL)$
$英伟达(NVDA)$
今晚静看AMD的表演,另外月底amd的显卡发布会没什么好看的,就像去年的显卡发布一样,要想股价涨,市场需要的是surprise,很显然,amd显卡是摸不到rtx 3090屁股的。
猫同你讲
2020-09-23
$英伟达(NVDA)$
$AMD(AMD)$
$苹果(AAPL)$
$美光科技(MU)$
一天天要死不活的,美联储快出来救市
猫同你讲
2020-09-22
$英伟达(NVDA)$
他娘的,你今天要跌十个点
猫同你讲
2020-09-21
$英伟达(NVDA)$
$苹果(AAPL)$
$AMD(AMD)$
不能再唱多了,现在改为唱空,希望大队长也能来唱空所有股票
@空军大队长
猫同你讲
2020-09-18
$英伟达(NVDA)$
$AMD(AMD)$
$苹果(AAPL)$
感觉英伟达在重复16年到17年的走势,当时发布帕斯卡显卡后,性能提升太大,直接卖脱销了,然后又遇上挖矿潮,显卡发售后一路上涨,价格直接翻倍,20系图灵显卡发售时虽然也涨价,但是没有今天这种情况,我翻看了贴吧和各种论坛,基本上没人买到,而且国外也是一样,价格已经炒翻天
猫同你讲
2020-09-18
$英伟达(NVDA)$
$AMD(AMD)$
$苹果(AAPL)$
全球都抢不到显卡,公版显卡发售既停产,开始耍猴了
猫同你讲
2020-09-04
$特斯拉(TSLA)$
$英伟达(NVDA)$
$苹果(AAPL)$
$AMD(AMD)$
小道消息称国产毛豆3本周五降价,基础版23万,长续航版27万
猫同你讲
2020-09-03
$英伟达(NVDA)$
$苹果(AAPL)$
$AMD(AMD)$
$美光科技(MU)$
终于出现回调了,我看了一下,涨得稳得股票除了英伟达还有苹果,这两家公司在疫情期间业务没有收到影响,反而稳定的增长,护城河深,现在美联储不停的放水,钱多了就要有去处,最终钱都流向了这种龙头股了,在大选前,懂王为了获胜会拼命稳住股市,所以过两天回调之后应该是一个买入的好时机
猫同你讲
2020-08-26
$英伟达(NVDA)$
$AMD(AMD)$
$苹果(AAPL)$
只有几天就要发布新显卡了,性能爆炸性的提升,等着股价再次拉升吧,英伟达作为龙头股,一直长得很稳,每次有重量级的新东西发布后都会大涨,18年发布光追显卡,今年五月发布安培显卡后也是一路大涨
猫同你讲
2020-05-18
$吉利德科学(GILD)$
还要两到四周发布轻中征有效性数据,这股要死了
猫同你讲
2020-05-05
$吉利德科学(GILD)$
这股要死了
猫同你讲
2020-05-05
$吉利德科学(GILD)$
上涨是因为世界卫生组织认可了瑞德西韦实验结果,并且和吉利德展开用药供药谈判
猫同你讲
2020-05-04
$吉利德科学(GILD)$
不涨,感觉市场是在等什么,应该是瑞德西韦的售价还没出来吧
猫同你讲
2020-05-01
$吉利德科学(GILD)$
今天是个买入的机会,财报的不确定性已经释放,接下来只有瑞德西韦被批准的好消息了
去老虎APP查看更多动态
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Platforms(FB)$$纳斯达克(.IXIC)$现在人心惶惶,属于人为制造的熊市,那就干脆让他多跌一点,到时候美联储就会转鸽,反弹也会更有力量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638433223","isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638840939,"gmtCreate":1645188661132,"gmtModify":1645188661132,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>大盘已经盘整三个星期了,现在应该要来点像样的反弹了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>大盘已经盘整三个星期了,现在应该要来点像样的反弹了","text":"$英伟达(NVDA)$$苹果(AAPL)$$AMD(AMD)$$Meta Platforms(FB)$$纳斯达克(.IXIC)$大盘已经盘整三个星期了,现在应该要来点像样的反弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/638840939","isVote":1,"tweetType":1,"viewCount":4164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506153078214938","authorId":"3506153078214938","name":"雪崩","avatar":"https://static.tigerbbs.com/51161e985eca732d547e36570f5522dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3506153078214938","idStr":"3506153078214938"},"content":"回看 18 20年暴跌 fb下去年线了,大盘就gg了。 fb 不火热, 大盘就很凉了。","text":"回看 18 20年暴跌 fb下去年线了,大盘就gg了。 fb 不火热, 大盘就很凉了。","html":"回看 18 20年暴跌 fb下去年线了,大盘就gg了。 fb 不火热, 大盘就很凉了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638194470,"gmtCreate":1645109391283,"gmtModify":1645109391283,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>英伟达要死了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>英伟达要死了","text":"$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$英伟达要死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638194470","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631586985,"gmtCreate":1644831970447,"gmtModify":1644832081826,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>今天一定要狠狠的砸盘,这样美联储才会温和","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>今天一定要狠狠的砸盘,这样美联储才会温和","text":"$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$今天一定要狠狠的砸盘,这样美联储才会温和","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631586985","isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639572897,"gmtCreate":1643370889453,"gmtModify":1643370889453,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>现在这行情只能看看苹果尾盘走的好不好,好的话一个星期进场,不好再观察一段时间,等其他几个大公司发布财报再看,如果亚马逊和Facebook的财报都好那恐慌情绪就会散去,回调应该就结束了。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>现在这行情只能看看苹果尾盘走的好不好,好的话一个星期进场,不好再观察一段时间,等其他几个大公司发布财报再看,如果亚马逊和Facebook的财报都好那恐慌情绪就会散去,回调应该就结束了。","text":"$苹果(AAPL)$$AMD(AMD)$$英伟达(NVDA)$现在这行情只能看看苹果尾盘走的好不好,好的话一个星期进场,不好再观察一段时间,等其他几个大公司发布财报再看,如果亚马逊和Facebook的财报都好那恐慌情绪就会散去,回调应该就结束了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639572897","isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335986043,"gmtCreate":1610506976682,"gmtModify":1703744838485,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>AMD什么时候发财报,怎么还不见提示,这次zen3处理器在京东渠道居然涨价了,还是预约阶段,很有意思","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>AMD什么时候发财报,怎么还不见提示,这次zen3处理器在京东渠道居然涨价了,还是预约阶段,很有意思","text":"$AMD(AMD)$AMD什么时候发财报,怎么还不见提示,这次zen3处理器在京东渠道居然涨价了,还是预约阶段,很有意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/335986043","isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300892099,"gmtCreate":1602119753511,"gmtModify":1703825875653,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>今晚静看AMD的表演,另外月底amd的显卡发布会没什么好看的,就像去年的显卡发布一样,要想股价涨,市场需要的是surprise,很显然,amd显卡是摸不到rtx 3090屁股的。","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>今晚静看AMD的表演,另外月底amd的显卡发布会没什么好看的,就像去年的显卡发布一样,要想股价涨,市场需要的是surprise,很显然,amd显卡是摸不到rtx 3090屁股的。","text":"$AMD(AMD)$$美光科技(MU)$$苹果(AAPL)$$英伟达(NVDA)$今晚静看AMD的表演,另外月底amd的显卡发布会没什么好看的,就像去年的显卡发布一样,要想股价涨,市场需要的是surprise,很显然,amd显卡是摸不到rtx 3090屁股的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/300892099","isVote":1,"tweetType":1,"viewCount":6527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493350866308449","authorId":"3493350866308449","name":"突破ing","avatar":"https://static.tigerbbs.com/8d2241e512dcc879929d3da12d46de81","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3493350866308449","idStr":"3493350866308449"},"content":"你那些理论没有用。现在AMD在发展阶段,有很多机构看好,就算要跌也要有一轮逼空行情。","text":"你那些理论没有用。现在AMD在发展阶段,有很多机构看好,就算要跌也要有一轮逼空行情。","html":"你那些理论没有用。现在AMD在发展阶段,有很多机构看好,就算要跌也要有一轮逼空行情。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974070474,"gmtCreate":1600876661498,"gmtModify":1703822837982,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>一天天要死不活的,美联储快出来救市","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>一天天要死不活的,美联储快出来救市","text":"$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$$美光科技(MU)$一天天要死不活的,美联储快出来救市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/974070474","isVote":1,"tweetType":1,"viewCount":3006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975431779,"gmtCreate":1600784215091,"gmtModify":1703822469772,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>他娘的,你今天要跌十个点","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>他娘的,你今天要跌十个点","text":"$英伟达(NVDA)$他娘的,你今天要跌十个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975431779","isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975601678,"gmtCreate":1600676549494,"gmtModify":1703822035848,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>不能再唱多了,现在改为唱空,希望大队长也能来唱空所有股票<a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>不能再唱多了,现在改为唱空,希望大队长也能来唱空所有股票<a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a>","text":"$英伟达(NVDA)$$苹果(AAPL)$$AMD(AMD)$不能再唱多了,现在改为唱空,希望大队长也能来唱空所有股票@空军大队长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/975601678","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975032686,"gmtCreate":1600360137245,"gmtModify":1703821401396,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>感觉英伟达在重复16年到17年的走势,当时发布帕斯卡显卡后,性能提升太大,直接卖脱销了,然后又遇上挖矿潮,显卡发售后一路上涨,价格直接翻倍,20系图灵显卡发售时虽然也涨价,但是没有今天这种情况,我翻看了贴吧和各种论坛,基本上没人买到,而且国外也是一样,价格已经炒翻天","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>感觉英伟达在重复16年到17年的走势,当时发布帕斯卡显卡后,性能提升太大,直接卖脱销了,然后又遇上挖矿潮,显卡发售后一路上涨,价格直接翻倍,20系图灵显卡发售时虽然也涨价,但是没有今天这种情况,我翻看了贴吧和各种论坛,基本上没人买到,而且国外也是一样,价格已经炒翻天","text":"$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$感觉英伟达在重复16年到17年的走势,当时发布帕斯卡显卡后,性能提升太大,直接卖脱销了,然后又遇上挖矿潮,显卡发售后一路上涨,价格直接翻倍,20系图灵显卡发售时虽然也涨价,但是没有今天这种情况,我翻看了贴吧和各种论坛,基本上没人买到,而且国外也是一样,价格已经炒翻天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/975032686","isVote":1,"tweetType":1,"viewCount":6261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437864438698016","authorId":"3437864438698016","name":"小do","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3437864438698016","idStr":"3437864438698016"},"content":"为啥你另外的图里是滞销","text":"为啥你另外的图里是滞销","html":"为啥你另外的图里是滞销"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975031659,"gmtCreate":1600359449071,"gmtModify":1703821398319,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>全球都抢不到显卡,公版显卡发售既停产,开始耍猴了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>全球都抢不到显卡,公版显卡发售既停产,开始耍猴了","text":"$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$全球都抢不到显卡,公版显卡发售既停产,开始耍猴了","images":[{"img":"https://static.tigerbbs.com/fc0cea3828c62c48300a36c33ce8c35e","width":"890","height":"550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975031659","isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":978852150,"gmtCreate":1599194326271,"gmtModify":1704221952731,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>小道消息称国产毛豆3本周五降价,基础版23万,长续航版27万","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>小道消息称国产毛豆3本周五降价,基础版23万,长续航版27万","text":"$特斯拉(TSLA)$$英伟达(NVDA)$$苹果(AAPL)$$AMD(AMD)$小道消息称国产毛豆3本周五降价,基础版23万,长续航版27万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978852150","isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978119673,"gmtCreate":1599144620392,"gmtModify":1704221768229,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>终于出现回调了,我看了一下,涨得稳得股票除了英伟达还有苹果,这两家公司在疫情期间业务没有收到影响,反而稳定的增长,护城河深,现在美联储不停的放水,钱多了就要有去处,最终钱都流向了这种龙头股了,在大选前,懂王为了获胜会拼命稳住股市,所以过两天回调之后应该是一个买入的好时机","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>终于出现回调了,我看了一下,涨得稳得股票除了英伟达还有苹果,这两家公司在疫情期间业务没有收到影响,反而稳定的增长,护城河深,现在美联储不停的放水,钱多了就要有去处,最终钱都流向了这种龙头股了,在大选前,懂王为了获胜会拼命稳住股市,所以过两天回调之后应该是一个买入的好时机","text":"$英伟达(NVDA)$$苹果(AAPL)$$AMD(AMD)$$美光科技(MU)$终于出现回调了,我看了一下,涨得稳得股票除了英伟达还有苹果,这两家公司在疫情期间业务没有收到影响,反而稳定的增长,护城河深,现在美联储不停的放水,钱多了就要有去处,最终钱都流向了这种龙头股了,在大选前,懂王为了获胜会拼命稳住股市,所以过两天回调之后应该是一个买入的好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/978119673","isVote":1,"tweetType":1,"viewCount":10988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538017896583926","authorId":"3538017896583926","name":"Rock2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3538017896583926","idStr":"3538017896583926"},"content":"我觉得说的对,我每次大跌抛掉的,后面都涨回来了,大选前一定会涨回来的","text":"我觉得说的对,我每次大跌抛掉的,后面都涨回来了,大选前一定会涨回来的","html":"我觉得说的对,我每次大跌抛掉的,后面都涨回来了,大选前一定会涨回来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973964097,"gmtCreate":1598430996119,"gmtModify":1704218801920,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>只有几天就要发布新显卡了,性能爆炸性的提升,等着股价再次拉升吧,英伟达作为龙头股,一直长得很稳,每次有重量级的新东西发布后都会大涨,18年发布光追显卡,今年五月发布安培显卡后也是一路大涨","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>只有几天就要发布新显卡了,性能爆炸性的提升,等着股价再次拉升吧,英伟达作为龙头股,一直长得很稳,每次有重量级的新东西发布后都会大涨,18年发布光追显卡,今年五月发布安培显卡后也是一路大涨","text":"$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$只有几天就要发布新显卡了,性能爆炸性的提升,等着股价再次拉升吧,英伟达作为龙头股,一直长得很稳,每次有重量级的新东西发布后都会大涨,18年发布光追显卡,今年五月发布安培显卡后也是一路大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/973964097","isVote":1,"tweetType":1,"viewCount":4834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959130799,"gmtCreate":1589810343111,"gmtModify":1704190701306,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>还要两到四周发布轻中征有效性数据,这股要死了","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>还要两到四周发布轻中征有效性数据,这股要死了","text":"$吉利德科学(GILD)$还要两到四周发布轻中征有效性数据,这股要死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959130799","isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927013418,"gmtCreate":1588669045434,"gmtModify":1704177969776,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这股要死了","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这股要死了","text":"$吉利德科学(GILD)$这股要死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927013418","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924766288,"gmtCreate":1588616411044,"gmtModify":1704367942052,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>上涨是因为世界卫生组织认可了瑞德西韦实验结果,并且和吉利德展开用药供药谈判","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>上涨是因为世界卫生组织认可了瑞德西韦实验结果,并且和吉利德展开用药供药谈判","text":"$吉利德科学(GILD)$上涨是因为世界卫生组织认可了瑞德西韦实验结果,并且和吉利德展开用药供药谈判","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/924766288","isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544438052908875","authorId":"3544438052908875","name":"gildDafalias","avatar":"https://static.tigerbbs.com/86d3d52a20d64c1c29399dbed577bc51","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3544438052908875","idStr":"3544438052908875"},"content":"这也算涨?","text":"这也算涨?","html":"这也算涨?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924478426,"gmtCreate":1588599475065,"gmtModify":1704367861097,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>不涨,感觉市场是在等什么,应该是瑞德西韦的售价还没出来吧","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>不涨,感觉市场是在等什么,应该是瑞德西韦的售价还没出来吧","text":"$吉利德科学(GILD)$不涨,感觉市场是在等什么,应该是瑞德西韦的售价还没出来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/924478426","isVote":1,"tweetType":1,"viewCount":3093,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461307515543867","authorId":"3461307515543867","name":"期权交易师","avatar":"https://static.tigerbbs.com/1fe332d940dc928b867ba69cf9bee3a6","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3461307515543867","idStr":"3461307515543867"},"content":"不是说已经全部捐献了?[流泪]","text":"不是说已经全部捐献了?[流泪]","html":"不是说已经全部捐献了?[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924651438,"gmtCreate":1588340857524,"gmtModify":1704367438052,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484136711366577","idStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>今天是个买入的机会,财报的不确定性已经释放,接下来只有瑞德西韦被批准的好消息了","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>今天是个买入的机会,财报的不确定性已经释放,接下来只有瑞德西韦被批准的好消息了","text":"$吉利德科学(GILD)$今天是个买入的机会,财报的不确定性已经释放,接下来只有瑞德西韦被批准的好消息了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/924651438","isVote":1,"tweetType":1,"viewCount":3908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522656944269528","authorId":"3522656944269528","name":"后悔了","avatar":"https://static.tigerbbs.com/2f57201e3a04414d58a78817e25a949e","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3522656944269528","idStr":"3522656944269528"},"content":"猜什么时候能批准","text":"猜什么时候能批准","html":"猜什么时候能批准"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":932327415,"gmtCreate":1572600488337,"gmtModify":1704724704677,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"title":"AMD,你真的不是价值投资","htmlText":"$AMD(AMD)$ 今天我写这篇文章的目的我会在结尾的时候说,首先说一下,有很多人都认为AMD是一只有着无限潜力的公司,在未来它的市值会翻很多倍,这是在座的哪位聪明的投资者发现的吗,还是哪个投资公司的分析师告诉你的,不不不,都不是,AMD在未来很牛逼这是苏姿丰告诉你的。 CEO带头炒预期就带来一个问题,现在AMD的市值反映的是未来很长一段时间内的价值,如果你们不理解的话我就举例子,假设你在2017年2月份以15元的价格买入AMD,那么你下次解套时在7月26号开盘时有一丝的希望,如果你想盈利,那你得等到2018年6月底,如果你在2018年9月份,以34元的价格买入,那么你想解套的等到2019年6月,如果想盈利,目前还没有机会,AMD这两次创新高是发布了过硬的财报吗,并没有,它只是由利好驱动的,因此来得快去得也快。 在16.17年想搞价值投资的同学应该去买它的同行英伟达的股票,英伟达的财报次次超过预期,涨价垄断市场,还有高额的毛利润,实实在在的由业绩推动股价上涨,在那段时间内你买在任意一个高点,都会在几个月后被一个新的高点所突破。 这一段我讲苏姿丰的故事,在15年AMD股价最低迷的时候,苏姿丰对外宣布了下一代的cpu,叫zen,然后做了一张ppt,上面写着,ipc提升40%,宣传果然有效,股价立马上涨,然后后面大概有将近一年的时间,每当股价低迷时,苏姿丰就把这张ppt拿出来,当时这是我们卡巴的三大梗之一,农企日常翻身,农企也有了另一个外号--ppt大厂,不得不说苏姿丰的确会控制预期,到了2016年11月的horizon发布会上,zen正式亮相,ipc提高了52%,比之前宣传的40%高了不少,业界大喜,股价蹭蹭的往上涨,绝不拖泥带水,一个月股价翻倍,再过一个月上到15,然后再反复震荡,成为市场的宠儿,它的涨跌在很长一段时间内和基本面没有多大关系,除了18年上半年的财报。 这一段","listText":"$AMD(AMD)$ 今天我写这篇文章的目的我会在结尾的时候说,首先说一下,有很多人都认为AMD是一只有着无限潜力的公司,在未来它的市值会翻很多倍,这是在座的哪位聪明的投资者发现的吗,还是哪个投资公司的分析师告诉你的,不不不,都不是,AMD在未来很牛逼这是苏姿丰告诉你的。 CEO带头炒预期就带来一个问题,现在AMD的市值反映的是未来很长一段时间内的价值,如果你们不理解的话我就举例子,假设你在2017年2月份以15元的价格买入AMD,那么你下次解套时在7月26号开盘时有一丝的希望,如果你想盈利,那你得等到2018年6月底,如果你在2018年9月份,以34元的价格买入,那么你想解套的等到2019年6月,如果想盈利,目前还没有机会,AMD这两次创新高是发布了过硬的财报吗,并没有,它只是由利好驱动的,因此来得快去得也快。 在16.17年想搞价值投资的同学应该去买它的同行英伟达的股票,英伟达的财报次次超过预期,涨价垄断市场,还有高额的毛利润,实实在在的由业绩推动股价上涨,在那段时间内你买在任意一个高点,都会在几个月后被一个新的高点所突破。 这一段我讲苏姿丰的故事,在15年AMD股价最低迷的时候,苏姿丰对外宣布了下一代的cpu,叫zen,然后做了一张ppt,上面写着,ipc提升40%,宣传果然有效,股价立马上涨,然后后面大概有将近一年的时间,每当股价低迷时,苏姿丰就把这张ppt拿出来,当时这是我们卡巴的三大梗之一,农企日常翻身,农企也有了另一个外号--ppt大厂,不得不说苏姿丰的确会控制预期,到了2016年11月的horizon发布会上,zen正式亮相,ipc提高了52%,比之前宣传的40%高了不少,业界大喜,股价蹭蹭的往上涨,绝不拖泥带水,一个月股价翻倍,再过一个月上到15,然后再反复震荡,成为市场的宠儿,它的涨跌在很长一段时间内和基本面没有多大关系,除了18年上半年的财报。 这一段","text":"$AMD(AMD)$ 今天我写这篇文章的目的我会在结尾的时候说,首先说一下,有很多人都认为AMD是一只有着无限潜力的公司,在未来它的市值会翻很多倍,这是在座的哪位聪明的投资者发现的吗,还是哪个投资公司的分析师告诉你的,不不不,都不是,AMD在未来很牛逼这是苏姿丰告诉你的。 CEO带头炒预期就带来一个问题,现在AMD的市值反映的是未来很长一段时间内的价值,如果你们不理解的话我就举例子,假设你在2017年2月份以15元的价格买入AMD,那么你下次解套时在7月26号开盘时有一丝的希望,如果你想盈利,那你得等到2018年6月底,如果你在2018年9月份,以34元的价格买入,那么你想解套的等到2019年6月,如果想盈利,目前还没有机会,AMD这两次创新高是发布了过硬的财报吗,并没有,它只是由利好驱动的,因此来得快去得也快。 在16.17年想搞价值投资的同学应该去买它的同行英伟达的股票,英伟达的财报次次超过预期,涨价垄断市场,还有高额的毛利润,实实在在的由业绩推动股价上涨,在那段时间内你买在任意一个高点,都会在几个月后被一个新的高点所突破。 这一段我讲苏姿丰的故事,在15年AMD股价最低迷的时候,苏姿丰对外宣布了下一代的cpu,叫zen,然后做了一张ppt,上面写着,ipc提升40%,宣传果然有效,股价立马上涨,然后后面大概有将近一年的时间,每当股价低迷时,苏姿丰就把这张ppt拿出来,当时这是我们卡巴的三大梗之一,农企日常翻身,农企也有了另一个外号--ppt大厂,不得不说苏姿丰的确会控制预期,到了2016年11月的horizon发布会上,zen正式亮相,ipc提高了52%,比之前宣传的40%高了不少,业界大喜,股价蹭蹭的往上涨,绝不拖泥带水,一个月股价翻倍,再过一个月上到15,然后再反复震荡,成为市场的宠儿,它的涨跌在很长一段时间内和基本面没有多大关系,除了18年上半年的财报。 这一段","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":51,"commentSize":43,"repostSize":2,"link":"https://laohu8.com/post/932327415","isVote":1,"tweetType":1,"viewCount":19764,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451085056227954","authorId":"3451085056227954","name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3451085056227954","authorIdStr":"3451085056227954"},"content":"你说nv价值投资,如果你nv从250+被套的是不是照样说nv垃圾,是否价值投资取决于你自己,而不是取决于股票。你说每天睡不好看股票,那本身就不是在价值投资,然后说这只股不是价值投资。当然我也天天看股票,我也算不得价值投资。我同事,我17年和他说amd会翻身,以后估计啊肯定还有的涨,然后他就买了amd股票,13的本到现在没抛,几乎不看股票,我觉得他才算价值投资吧","text":"你说nv价值投资,如果你nv从250+被套的是不是照样说nv垃圾,是否价值投资取决于你自己,而不是取决于股票。你说每天睡不好看股票,那本身就不是在价值投资,然后说这只股不是价值投资。当然我也天天看股票,我也算不得价值投资。我同事,我17年和他说amd会翻身,以后估计啊肯定还有的涨,然后他就买了amd股票,13的本到现在没抛,几乎不看股票,我觉得他才算价值投资吧","html":"你说nv价值投资,如果你nv从250+被套的是不是照样说nv垃圾,是否价值投资取决于你自己,而不是取决于股票。你说每天睡不好看股票,那本身就不是在价值投资,然后说这只股不是价值投资。当然我也天天看股票,我也算不得价值投资。我同事,我17年和他说amd会翻身,以后估计啊肯定还有的涨,然后他就买了amd股票,13的本到现在没抛,几乎不看股票,我觉得他才算价值投资吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936783669,"gmtCreate":1572428478051,"gmtModify":1704724282960,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"title":"关于AMD令人失望的财报进一步解读","htmlText":"看到有人担心今天amd多空双杀,我认为没必要担心,末日除外,开盘后用不了多久会暴跌,put是可以保住的。首先我来说一下这个财报是怎么令人失望的,那就从今年一月30号的amd财报说起,苏姿丰在2018年q4财报会议上说2019年amd会保持高个位数的增长,也就是9%的增长率,然后市值应声大涨,到了今年二季度财报会议上,苏姿丰将今年的增长预期从高个位数调整到中个位数,也就是4-5%左右,随后股价暴跌好几天,没过几天amd正式发售eypc服务器芯片,股价又暴涨,这是一个很讨巧的做法,让人们以为市场接受了他今年中位数的营收增长预期,但华尔街可不这么看,华尔街让股票涨,是认可eypc服务器芯片的能力,认为这个芯片能帮助amd大幅增长营收和利润。华尔街把amd的市值拉起来,可不是为了一份符合amd营收预期的财报,现在是华尔街和苏姿丰兑现的时候,之前苏姿丰为了市值总是说自己的产品有多好,多受人喜欢,把泡沫吹的大大的,现在交出了一份不及格的成绩单,那么市值也会随之修正,大幅回调。在未来,如果苏姿丰还想维持高市盈率的市值,要么连续发布远超超过华尔街预期的财报,或者把自己的杀手锏产品提前亮相,比如zen3的米兰服务器,或者自己的光线追踪技术。 <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"看到有人担心今天amd多空双杀,我认为没必要担心,末日除外,开盘后用不了多久会暴跌,put是可以保住的。首先我来说一下这个财报是怎么令人失望的,那就从今年一月30号的amd财报说起,苏姿丰在2018年q4财报会议上说2019年amd会保持高个位数的增长,也就是9%的增长率,然后市值应声大涨,到了今年二季度财报会议上,苏姿丰将今年的增长预期从高个位数调整到中个位数,也就是4-5%左右,随后股价暴跌好几天,没过几天amd正式发售eypc服务器芯片,股价又暴涨,这是一个很讨巧的做法,让人们以为市场接受了他今年中位数的营收增长预期,但华尔街可不这么看,华尔街让股票涨,是认可eypc服务器芯片的能力,认为这个芯片能帮助amd大幅增长营收和利润。华尔街把amd的市值拉起来,可不是为了一份符合amd营收预期的财报,现在是华尔街和苏姿丰兑现的时候,之前苏姿丰为了市值总是说自己的产品有多好,多受人喜欢,把泡沫吹的大大的,现在交出了一份不及格的成绩单,那么市值也会随之修正,大幅回调。在未来,如果苏姿丰还想维持高市盈率的市值,要么连续发布远超超过华尔街预期的财报,或者把自己的杀手锏产品提前亮相,比如zen3的米兰服务器,或者自己的光线追踪技术。 <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"看到有人担心今天amd多空双杀,我认为没必要担心,末日除外,开盘后用不了多久会暴跌,put是可以保住的。首先我来说一下这个财报是怎么令人失望的,那就从今年一月30号的amd财报说起,苏姿丰在2018年q4财报会议上说2019年amd会保持高个位数的增长,也就是9%的增长率,然后市值应声大涨,到了今年二季度财报会议上,苏姿丰将今年的增长预期从高个位数调整到中个位数,也就是4-5%左右,随后股价暴跌好几天,没过几天amd正式发售eypc服务器芯片,股价又暴涨,这是一个很讨巧的做法,让人们以为市场接受了他今年中位数的营收增长预期,但华尔街可不这么看,华尔街让股票涨,是认可eypc服务器芯片的能力,认为这个芯片能帮助amd大幅增长营收和利润。华尔街把amd的市值拉起来,可不是为了一份符合amd营收预期的财报,现在是华尔街和苏姿丰兑现的时候,之前苏姿丰为了市值总是说自己的产品有多好,多受人喜欢,把泡沫吹的大大的,现在交出了一份不及格的成绩单,那么市值也会随之修正,大幅回调。在未来,如果苏姿丰还想维持高市盈率的市值,要么连续发布远超超过华尔街预期的财报,或者把自己的杀手锏产品提前亮相,比如zen3的米兰服务器,或者自己的光线追踪技术。 $AMD(AMD)$$美光科技(MU)$$英特尔(INTC)$$苹果(AAPL)$$英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":32,"commentSize":23,"repostSize":3,"link":"https://laohu8.com/post/936783669","isVote":1,"tweetType":1,"viewCount":11683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481587822561567","authorId":"3481587822561567","name":"类星体","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":1,"crmLevelSwitch":0,"idStr":"3481587822561567","authorIdStr":"3481587822561567"},"content":"amd没那技术,如果有杀手锏技术早就发布了。别再做梦了。制程优势不能抵消技术上的差距。","text":"amd没那技术,如果有杀手锏技术早就发布了。别再做梦了。制程优势不能抵消技术上的差距。","html":"amd没那技术,如果有杀手锏技术早就发布了。别再做梦了。制程优势不能抵消技术上的差距。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936442092,"gmtCreate":1572393523616,"gmtModify":1704724203173,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"title":"AMD,一份令人失望的财报","htmlText":"今天盘后AMD发布了一份符合预期的财报,但这份财报很令我失望,相信这份财报也会让投资者很失望,开盘后会大跌,然后连续几天大幅回调,因此我会在一开盘就卖掉call,put则留几天。 吹了一年的产品,让大家给足了希望,然后给出了一份很平庸的财报,是对不住这么高的市盈率的,这份财报很平庸的原因就是被台积电坑了,在产品发布前就有媒体质疑台积电产能满载,不能完全解决amd的需求,苏姿丰当时回答不会有产能问题。 当产品正式发布后,高端产品一直缺货,有些产品推迟发售就是因为产能不足,当产能不足的问题显现出来后,苏姿丰反而闭嘴了,因为她很清楚,不能解决供货不足的问题就不能与英特尔正面对抗,台积电一直到明年底7nm都是满载的,这意味着短期内amd不会大幅增长,不能快速增长,投资者也就不会把精力在放到这家公司了。 当然了,在大跌几天后,苏姿丰应该会玩起以前的把戏,把一些黑科技产品提前拿出来,让大家瞧瞧,让投资者从新燃起希望<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$<</a>","listText":"今天盘后AMD发布了一份符合预期的财报,但这份财报很令我失望,相信这份财报也会让投资者很失望,开盘后会大跌,然后连续几天大幅回调,因此我会在一开盘就卖掉call,put则留几天。 吹了一年的产品,让大家给足了希望,然后给出了一份很平庸的财报,是对不住这么高的市盈率的,这份财报很平庸的原因就是被台积电坑了,在产品发布前就有媒体质疑台积电产能满载,不能完全解决amd的需求,苏姿丰当时回答不会有产能问题。 当产品正式发布后,高端产品一直缺货,有些产品推迟发售就是因为产能不足,当产能不足的问题显现出来后,苏姿丰反而闭嘴了,因为她很清楚,不能解决供货不足的问题就不能与英特尔正面对抗,台积电一直到明年底7nm都是满载的,这意味着短期内amd不会大幅增长,不能快速增长,投资者也就不会把精力在放到这家公司了。 当然了,在大跌几天后,苏姿丰应该会玩起以前的把戏,把一些黑科技产品提前拿出来,让大家瞧瞧,让投资者从新燃起希望<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$<</a>","text":"今天盘后AMD发布了一份符合预期的财报,但这份财报很令我失望,相信这份财报也会让投资者很失望,开盘后会大跌,然后连续几天大幅回调,因此我会在一开盘就卖掉call,put则留几天。 吹了一年的产品,让大家给足了希望,然后给出了一份很平庸的财报,是对不住这么高的市盈率的,这份财报很平庸的原因就是被台积电坑了,在产品发布前就有媒体质疑台积电产能满载,不能完全解决amd的需求,苏姿丰当时回答不会有产能问题。 当产品正式发布后,高端产品一直缺货,有些产品推迟发售就是因为产能不足,当产能不足的问题显现出来后,苏姿丰反而闭嘴了,因为她很清楚,不能解决供货不足的问题就不能与英特尔正面对抗,台积电一直到明年底7nm都是满载的,这意味着短期内amd不会大幅增长,不能快速增长,投资者也就不会把精力在放到这家公司了。 当然了,在大跌几天后,苏姿丰应该会玩起以前的把戏,把一些黑科技产品提前拿出来,让大家瞧瞧,让投资者从新燃起希望$AMD(AMD)$$美光科技(MU)$$英特尔(INTC)$$苹果(AAPL)$$英伟达(NVDA)$$亚马逊(AMZN)$<","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":28,"commentSize":15,"repostSize":1,"link":"https://laohu8.com/post/936442092","isVote":1,"tweetType":1,"viewCount":11408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458340729945211","authorId":"3458340729945211","name":"明亮蓝影","avatar":"https://static.laohu8.com/f49d28fc1a6f55aa1b74c28b90b53df9","crmLevel":2,"crmLevelSwitch":1,"idStr":"3458340729945211","authorIdStr":"3458340729945211"},"content":"这种走势双杀的,AMD期权IV太高了","text":"这种走势双杀的,AMD期权IV太高了","html":"这种走势双杀的,AMD期权IV太高了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":939606710,"gmtCreate":1568967843130,"gmtModify":1704718680138,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"title":"关于即将到来的镁光财报的看法","htmlText":"首先说一下,我是看空的,在上次贸易战最激烈的时候镁光交出了一份还算可以的财报,并给出了良好的预期,导致了这几个月股价的连续上涨,但我认为事情没有这么快结束,一般来讲,较大的负面新闻过一到两个季度才会反应到财报上来,例如去年的Facebook 的隐私危机,amd 和英伟达的库存危机,今年五月份,华为危机开始后,国内厂商抱成一团,原本在年底量产的紫光64层nand应华为的要求快马加鞭提前到九月二号量产,虽然后来华为危机在一定程度上化解了,但反复的贸易战造成了中美经济上事实的脱钩,做企业的人不喜欢不确定性,为了规避风险,会提前做好退路,例如联邦快递,尽管我们并没有出不可靠实体清单,但国内的企业为了不惹事基本上不跟他合作了,这也让他在第三季度的财报十分难看,同理对镁光也一样,为了不被卡脖子,国内其他的厂商也会减少对镁光的采购,然后加大对韩系和国产的采购,也许镁光在这个季度的财报不会很难看,但是未来的预期是一定降低的,毕竟两个对立的经济体正在形成。<a href=\"https://laohu8.com/S/FDX\">$联邦快递(FDX)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"首先说一下,我是看空的,在上次贸易战最激烈的时候镁光交出了一份还算可以的财报,并给出了良好的预期,导致了这几个月股价的连续上涨,但我认为事情没有这么快结束,一般来讲,较大的负面新闻过一到两个季度才会反应到财报上来,例如去年的Facebook 的隐私危机,amd 和英伟达的库存危机,今年五月份,华为危机开始后,国内厂商抱成一团,原本在年底量产的紫光64层nand应华为的要求快马加鞭提前到九月二号量产,虽然后来华为危机在一定程度上化解了,但反复的贸易战造成了中美经济上事实的脱钩,做企业的人不喜欢不确定性,为了规避风险,会提前做好退路,例如联邦快递,尽管我们并没有出不可靠实体清单,但国内的企业为了不惹事基本上不跟他合作了,这也让他在第三季度的财报十分难看,同理对镁光也一样,为了不被卡脖子,国内其他的厂商也会减少对镁光的采购,然后加大对韩系和国产的采购,也许镁光在这个季度的财报不会很难看,但是未来的预期是一定降低的,毕竟两个对立的经济体正在形成。<a href=\"https://laohu8.com/S/FDX\">$联邦快递(FDX)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"首先说一下,我是看空的,在上次贸易战最激烈的时候镁光交出了一份还算可以的财报,并给出了良好的预期,导致了这几个月股价的连续上涨,但我认为事情没有这么快结束,一般来讲,较大的负面新闻过一到两个季度才会反应到财报上来,例如去年的Facebook 的隐私危机,amd 和英伟达的库存危机,今年五月份,华为危机开始后,国内厂商抱成一团,原本在年底量产的紫光64层nand应华为的要求快马加鞭提前到九月二号量产,虽然后来华为危机在一定程度上化解了,但反复的贸易战造成了中美经济上事实的脱钩,做企业的人不喜欢不确定性,为了规避风险,会提前做好退路,例如联邦快递,尽管我们并没有出不可靠实体清单,但国内的企业为了不惹事基本上不跟他合作了,这也让他在第三季度的财报十分难看,同理对镁光也一样,为了不被卡脖子,国内其他的厂商也会减少对镁光的采购,然后加大对韩系和国产的采购,也许镁光在这个季度的财报不会很难看,但是未来的预期是一定降低的,毕竟两个对立的经济体正在形成。$联邦快递(FDX)$$美光科技(MU)$$Facebook(FB)$$微软(MSFT)$$苹果(AAPL)$$AMD(AMD)$$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/939606710","isVote":1,"tweetType":1,"viewCount":13800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":938530301,"gmtCreate":1571668249903,"gmtModify":1704722706462,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"title":"关于英特尔财报的看法","htmlText":"上季度英特尔发布的财报并不好,单给出了市场恢复增长的预期,因此保住了市值,现在我们来看看一个季度过去了,他的业务到底怎么样 首先是英特尔的存储业务,这一点可以从他的同行美光的财报看出来,市场有所恢复,但不急预期 关于英特尔的cpu业务,这点比较有意思,最近英特尔的产能满载,导致14nm的cpu缺货,英特尔承诺增加10亿美元,扩充产能,这点跟去年很像,应该是给苹果代工基带导致的产能紧张,但不一样的是,今年英特尔的cpu不仅没涨价,反而降价了,去年产能紧张的时候英特尔cpu价格可是一路疯长,这点其实很好理解,看看后面出来的新闻就明白了,九月份英特尔放出消息,cpu全线降价,从服务器到hedt平台到酷睿,最高打对折,另外有小道消息英特尔还准备了30亿美金打价格战,准备保住市场 说到这里,从上面的消息我们就能推导出结论来 1,英特尔第三季度产能紧张,会导致市场缺货,这应该是英特尔估计到了的,因此在第二季度财报发布时英特尔给出了市场恢复的预期 2,amd新产品太猛,快速抢占英特尔市场,然后英特尔反击,大打价格战(这里说一下,英特尔在x86cpu市场具有垄断地位,因此价格战会害英特尔的盈利),这一点应该是英特尔没有想到的 从上面的写的两点可以看出,1的利好英特尔已经想到了,然后给出了市场恢复增长的预期,2的利空是英特尔没有想到的,然后用损失利润,增加营销支出的方式去补救 最后我的结论是英特尔的财报可能不如自己先前说的那样好,然后会下调第四季度营收预期 <a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>","listText":"上季度英特尔发布的财报并不好,单给出了市场恢复增长的预期,因此保住了市值,现在我们来看看一个季度过去了,他的业务到底怎么样 首先是英特尔的存储业务,这一点可以从他的同行美光的财报看出来,市场有所恢复,但不急预期 关于英特尔的cpu业务,这点比较有意思,最近英特尔的产能满载,导致14nm的cpu缺货,英特尔承诺增加10亿美元,扩充产能,这点跟去年很像,应该是给苹果代工基带导致的产能紧张,但不一样的是,今年英特尔的cpu不仅没涨价,反而降价了,去年产能紧张的时候英特尔cpu价格可是一路疯长,这点其实很好理解,看看后面出来的新闻就明白了,九月份英特尔放出消息,cpu全线降价,从服务器到hedt平台到酷睿,最高打对折,另外有小道消息英特尔还准备了30亿美金打价格战,准备保住市场 说到这里,从上面的消息我们就能推导出结论来 1,英特尔第三季度产能紧张,会导致市场缺货,这应该是英特尔估计到了的,因此在第二季度财报发布时英特尔给出了市场恢复的预期 2,amd新产品太猛,快速抢占英特尔市场,然后英特尔反击,大打价格战(这里说一下,英特尔在x86cpu市场具有垄断地位,因此价格战会害英特尔的盈利),这一点应该是英特尔没有想到的 从上面的写的两点可以看出,1的利好英特尔已经想到了,然后给出了市场恢复增长的预期,2的利空是英特尔没有想到的,然后用损失利润,增加营销支出的方式去补救 最后我的结论是英特尔的财报可能不如自己先前说的那样好,然后会下调第四季度营收预期 <a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>","text":"上季度英特尔发布的财报并不好,单给出了市场恢复增长的预期,因此保住了市值,现在我们来看看一个季度过去了,他的业务到底怎么样 首先是英特尔的存储业务,这一点可以从他的同行美光的财报看出来,市场有所恢复,但不急预期 关于英特尔的cpu业务,这点比较有意思,最近英特尔的产能满载,导致14nm的cpu缺货,英特尔承诺增加10亿美元,扩充产能,这点跟去年很像,应该是给苹果代工基带导致的产能紧张,但不一样的是,今年英特尔的cpu不仅没涨价,反而降价了,去年产能紧张的时候英特尔cpu价格可是一路疯长,这点其实很好理解,看看后面出来的新闻就明白了,九月份英特尔放出消息,cpu全线降价,从服务器到hedt平台到酷睿,最高打对折,另外有小道消息英特尔还准备了30亿美金打价格战,准备保住市场 说到这里,从上面的消息我们就能推导出结论来 1,英特尔第三季度产能紧张,会导致市场缺货,这应该是英特尔估计到了的,因此在第二季度财报发布时英特尔给出了市场恢复的预期 2,amd新产品太猛,快速抢占英特尔市场,然后英特尔反击,大打价格战(这里说一下,英特尔在x86cpu市场具有垄断地位,因此价格战会害英特尔的盈利),这一点应该是英特尔没有想到的 从上面的写的两点可以看出,1的利好英特尔已经想到了,然后给出了市场恢复增长的预期,2的利空是英特尔没有想到的,然后用损失利润,增加营销支出的方式去补救 最后我的结论是英特尔的财报可能不如自己先前说的那样好,然后会下调第四季度营收预期 $美光科技(MU)$$台积电(TSM)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":19,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/938530301","isVote":1,"tweetType":1,"viewCount":11188,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"点赞,分析太到位了[强],英特尔竞争力确实不如从前了","text":"点赞,分析太到位了[强],英特尔竞争力确实不如从前了","html":"点赞,分析太到位了[强],英特尔竞争力确实不如从前了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925861593,"gmtCreate":1587974179912,"gmtModify":1704365896046,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"title":"看好AMD下半年的发展","htmlText":"$AMD(AMD)$ 最近台积电发布了财报,财报很好,其中一个原因是AMD和英伟达短期订单增加,虽然增加订单不一定就说明AMD财报将会很好,但也从侧面反映了AMD的数据中心业务会大幅增长。而且AMD今年下半年发力,会成长的更快,理由如下 1.台积电5nm马上进入量产阶段,大概从六月份开始,苹果下一代使用5nm进程,从而7nm生产线让出来的产能大部分被AMD和英伟达吃掉,其中AMD占大头,这是今年一月份出来的报道,当时还没有疫情影响。 2.从2月份开始,国内受到疫情影响,手机销量暴跌,到三月份后,疫情影响到国外,全世界手机销量都受到影响,手机产商进入去库存阶段,主流手机生产商将大规模砍单,其中苹果砍单超过25%,三星砍单 30-50%,oppo、vivo砍单30-40%,小米、华为砍单20-30%,砍单从5月份开始,虽然没有进入具体实施阶段,但已经八九不离十,持续暴跌的手机销量和高额的库存让手机商十分痛苦,这对AMD来说却是种利好,台积电7nm产能将在三季度变得十分充裕。 3.英特尔发布财报后,投资者很担心,如果疫情持续下去,英特尔很难保住业务的增长,相对来说,AMD对这种的担心要小一些,首先是AMD用的是代工生产模式,这就比英特尔要节省很多成本,最重要的是AMD的芯片采用模块化生产组装的方式,这就使得生产成本比英特尔 的低很多的同时性能还要强很多,这就使得AMD不惧怕价格战,即使未来受到疫情影响X86市场不再增长,只要AMD的产能供给充足,就能从英特尔手中抢下不少订单。 最后,我不赌财报,我只买了一些远期期权 $AMD(AMD)$ $英特尔(INTC)$ $英伟达(NVDA)$ $苹果(AAPL)$ $美光科技(MU)$","listText":"$AMD(AMD)$ 最近台积电发布了财报,财报很好,其中一个原因是AMD和英伟达短期订单增加,虽然增加订单不一定就说明AMD财报将会很好,但也从侧面反映了AMD的数据中心业务会大幅增长。而且AMD今年下半年发力,会成长的更快,理由如下 1.台积电5nm马上进入量产阶段,大概从六月份开始,苹果下一代使用5nm进程,从而7nm生产线让出来的产能大部分被AMD和英伟达吃掉,其中AMD占大头,这是今年一月份出来的报道,当时还没有疫情影响。 2.从2月份开始,国内受到疫情影响,手机销量暴跌,到三月份后,疫情影响到国外,全世界手机销量都受到影响,手机产商进入去库存阶段,主流手机生产商将大规模砍单,其中苹果砍单超过25%,三星砍单 30-50%,oppo、vivo砍单30-40%,小米、华为砍单20-30%,砍单从5月份开始,虽然没有进入具体实施阶段,但已经八九不离十,持续暴跌的手机销量和高额的库存让手机商十分痛苦,这对AMD来说却是种利好,台积电7nm产能将在三季度变得十分充裕。 3.英特尔发布财报后,投资者很担心,如果疫情持续下去,英特尔很难保住业务的增长,相对来说,AMD对这种的担心要小一些,首先是AMD用的是代工生产模式,这就比英特尔要节省很多成本,最重要的是AMD的芯片采用模块化生产组装的方式,这就使得生产成本比英特尔 的低很多的同时性能还要强很多,这就使得AMD不惧怕价格战,即使未来受到疫情影响X86市场不再增长,只要AMD的产能供给充足,就能从英特尔手中抢下不少订单。 最后,我不赌财报,我只买了一些远期期权 $AMD(AMD)$ $英特尔(INTC)$ $英伟达(NVDA)$ $苹果(AAPL)$ $美光科技(MU)$","text":"$AMD(AMD)$ 最近台积电发布了财报,财报很好,其中一个原因是AMD和英伟达短期订单增加,虽然增加订单不一定就说明AMD财报将会很好,但也从侧面反映了AMD的数据中心业务会大幅增长。而且AMD今年下半年发力,会成长的更快,理由如下 1.台积电5nm马上进入量产阶段,大概从六月份开始,苹果下一代使用5nm进程,从而7nm生产线让出来的产能大部分被AMD和英伟达吃掉,其中AMD占大头,这是今年一月份出来的报道,当时还没有疫情影响。 2.从2月份开始,国内受到疫情影响,手机销量暴跌,到三月份后,疫情影响到国外,全世界手机销量都受到影响,手机产商进入去库存阶段,主流手机生产商将大规模砍单,其中苹果砍单超过25%,三星砍单 30-50%,oppo、vivo砍单30-40%,小米、华为砍单20-30%,砍单从5月份开始,虽然没有进入具体实施阶段,但已经八九不离十,持续暴跌的手机销量和高额的库存让手机商十分痛苦,这对AMD来说却是种利好,台积电7nm产能将在三季度变得十分充裕。 3.英特尔发布财报后,投资者很担心,如果疫情持续下去,英特尔很难保住业务的增长,相对来说,AMD对这种的担心要小一些,首先是AMD用的是代工生产模式,这就比英特尔要节省很多成本,最重要的是AMD的芯片采用模块化生产组装的方式,这就使得生产成本比英特尔 的低很多的同时性能还要强很多,这就使得AMD不惧怕价格战,即使未来受到疫情影响X86市场不再增长,只要AMD的产能供给充足,就能从英特尔手中抢下不少订单。 最后,我不赌财报,我只买了一些远期期权 $AMD(AMD)$ $英特尔(INTC)$ $英伟达(NVDA)$ $苹果(AAPL)$ $美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/925861593","isVote":1,"tweetType":1,"viewCount":7586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300892099,"gmtCreate":1602119753511,"gmtModify":1703825875653,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>今晚静看AMD的表演,另外月底amd的显卡发布会没什么好看的,就像去年的显卡发布一样,要想股价涨,市场需要的是surprise,很显然,amd显卡是摸不到rtx 3090屁股的。","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>今晚静看AMD的表演,另外月底amd的显卡发布会没什么好看的,就像去年的显卡发布一样,要想股价涨,市场需要的是surprise,很显然,amd显卡是摸不到rtx 3090屁股的。","text":"$AMD(AMD)$$美光科技(MU)$$苹果(AAPL)$$英伟达(NVDA)$今晚静看AMD的表演,另外月底amd的显卡发布会没什么好看的,就像去年的显卡发布一样,要想股价涨,市场需要的是surprise,很显然,amd显卡是摸不到rtx 3090屁股的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/300892099","isVote":1,"tweetType":1,"viewCount":6527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493350866308449","authorId":"3493350866308449","name":"突破ing","avatar":"https://static.tigerbbs.com/8d2241e512dcc879929d3da12d46de81","crmLevel":5,"crmLevelSwitch":0,"idStr":"3493350866308449","authorIdStr":"3493350866308449"},"content":"你那些理论没有用。现在AMD在发展阶段,有很多机构看好,就算要跌也要有一轮逼空行情。","text":"你那些理论没有用。现在AMD在发展阶段,有很多机构看好,就算要跌也要有一轮逼空行情。","html":"你那些理论没有用。现在AMD在发展阶段,有很多机构看好,就算要跌也要有一轮逼空行情。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":994093617,"gmtCreate":1566368734939,"gmtModify":1704714221165,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"htmlText":"昨晚川普批准了80亿刀的军火贸易, 预示着未来数天局势有可能恶化,大家做好做空的准备<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>","listText":"昨晚川普批准了80亿刀的军火贸易, 预示着未来数天局势有可能恶化,大家做好做空的准备<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>","text":"昨晚川普批准了80亿刀的军火贸易, 预示着未来数天局势有可能恶化,大家做好做空的准备$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$$微软(MSFT)$$Facebook(FB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/994093617","isVote":1,"tweetType":1,"viewCount":5363,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457743143692566","authorId":"3457743143692566","name":"A股专家","avatar":"https://static.laohu8.com/25d876402fe8c54ea3bb873eaebfa56d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3457743143692566","authorIdStr":"3457743143692566"},"content":"让子弹再飞一两天,周四空。周五美联储讲话,让华尔街货币宽松的幻想落空,对台军售火上浇油,然后天朝制裁美国军工企业。[得意][得意][得意][得意]","text":"让子弹再飞一两天,周四空。周五美联储讲话,让华尔街货币宽松的幻想落空,对台军售火上浇油,然后天朝制裁美国军工企业。[得意][得意][得意][得意]","html":"让子弹再飞一两天,周四空。周五美联储讲话,让华尔街货币宽松的幻想落空,对台军售火上浇油,然后天朝制裁美国军工企业。[得意][得意][得意][得意]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975032686,"gmtCreate":1600360137245,"gmtModify":1703821401396,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>感觉英伟达在重复16年到17年的走势,当时发布帕斯卡显卡后,性能提升太大,直接卖脱销了,然后又遇上挖矿潮,显卡发售后一路上涨,价格直接翻倍,20系图灵显卡发售时虽然也涨价,但是没有今天这种情况,我翻看了贴吧和各种论坛,基本上没人买到,而且国外也是一样,价格已经炒翻天","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>感觉英伟达在重复16年到17年的走势,当时发布帕斯卡显卡后,性能提升太大,直接卖脱销了,然后又遇上挖矿潮,显卡发售后一路上涨,价格直接翻倍,20系图灵显卡发售时虽然也涨价,但是没有今天这种情况,我翻看了贴吧和各种论坛,基本上没人买到,而且国外也是一样,价格已经炒翻天","text":"$英伟达(NVDA)$$AMD(AMD)$$苹果(AAPL)$感觉英伟达在重复16年到17年的走势,当时发布帕斯卡显卡后,性能提升太大,直接卖脱销了,然后又遇上挖矿潮,显卡发售后一路上涨,价格直接翻倍,20系图灵显卡发售时虽然也涨价,但是没有今天这种情况,我翻看了贴吧和各种论坛,基本上没人买到,而且国外也是一样,价格已经炒翻天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/975032686","isVote":1,"tweetType":1,"viewCount":6261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437864438698016","authorId":"3437864438698016","name":"小do","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"3437864438698016","authorIdStr":"3437864438698016"},"content":"为啥你另外的图里是滞销","text":"为啥你另外的图里是滞销","html":"为啥你另外的图里是滞销"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924651438,"gmtCreate":1588340857524,"gmtModify":1704367438052,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>今天是个买入的机会,财报的不确定性已经释放,接下来只有瑞德西韦被批准的好消息了","listText":"<a 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href=\"https://laohu8.com/U/20733756400840\">@我是股神的小腿毛</a>","text":"$AMD(AMD)$$英伟达(NVDA)$$苹果(AAPL)$$美光科技(MU)$$Facebook(FB)$北京时间1月七日凌晨三点,苏姿丰将在ces上发布演讲,演讲主题是2820年成为高性能计算不可思议的一年,大家可以关注下,这已经暗示的很明显了,就差直接说出来了,极有可能是zen3亮相,当然也有可能和去年一样,发布一款计算显卡,至于光追就不用想了,不是这个展会的内容,@我是股神的小腿毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/911854343","isVote":1,"tweetType":1,"viewCount":6953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"2820年。。我活不到了[呆住]","text":"2820年。。我活不到了[呆住]","html":"2820年。。我活不到了[呆住]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978119673,"gmtCreate":1599144620392,"gmtModify":1704221768229,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>现在这行情只能看看苹果尾盘走的好不好,好的话一个星期进场,不好再观察一段时间,等其他几个大公司发布财报再看,如果亚马逊和Facebook的财报都好那恐慌情绪就会散去,回调应该就结束了。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>现在这行情只能看看苹果尾盘走的好不好,好的话一个星期进场,不好再观察一段时间,等其他几个大公司发布财报再看,如果亚马逊和Facebook的财报都好那恐慌情绪就会散去,回调应该就结束了。","text":"$苹果(AAPL)$$AMD(AMD)$$英伟达(NVDA)$现在这行情只能看看苹果尾盘走的好不好,好的话一个星期进场,不好再观察一段时间,等其他几个大公司发布财报再看,如果亚马逊和Facebook的财报都好那恐慌情绪就会散去,回调应该就结束了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639572897","isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924766288,"gmtCreate":1588616411044,"gmtModify":1704367942052,"author":{"id":"3484136711366577","authorId":"3484136711366577","name":"猫同你讲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484136711366577","authorIdStr":"3484136711366577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>上涨是因为世界卫生组织认可了瑞德西韦实验结果,并且和吉利德展开用药供药谈判","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>上涨是因为世界卫生组织认可了瑞德西韦实验结果,并且和吉利德展开用药供药谈判","text":"$吉利德科学(GILD)$上涨是因为世界卫生组织认可了瑞德西韦实验结果,并且和吉利德展开用药供药谈判","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/924766288","isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544438052908875","authorId":"3544438052908875","name":"gildDafalias","avatar":"https://static.tigerbbs.com/86d3d52a20d64c1c29399dbed577bc51","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544438052908875","authorIdStr":"3544438052908875"},"content":"这也算涨?","text":"这也算涨?","html":"这也算涨?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}