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热门
一盖
12-04
$地平线机器人-W(09660)$
不蒸馒头争口气,给我涨
一盖
12-03
$泡泡玛特(09992)$
拿了很久还是出早了,这会儿不知所措😕
一盖
10-24
$地平线机器人-W(09660)$
就酱紫一跳终结吗
一盖
09-17
$小米集团-W(01810)$
一盖
06-08
$游戏驿站(GME)$
这带头大哥衰透了
一盖
06-08
$游戏驿站(GME)$
看了直播坚定做空吧
一盖
06-07
$游戏驿站(GME)$
去月球
一盖
05-15
GME 狂飙 120%:“咆哮猫”回归,引爆meme股行情
查看详情:
GME 狂飙 120%:“咆哮猫”回归,引爆meme股行情
散户王者重新归来! 此帖仅开放于中国大陆用户
GME 狂飙 120%:“咆哮猫”回归,引爆meme股行情
一盖
05-14
没看懂,不会跨式期权。希望继续抱团并且传导到各个市场,散户战胜并持续战胜
@期权叨叨虎:狙击游戏驿站!可以考虑做空波动率
一盖
04-18
🐎虽然长,但有趣
@浅黑科技:CPU 的“庶民的胜利”
一盖
02-24
读三遍
@小虎AV: 【AI行情有近10年的长期趋势,我们刚踏入第一年】Trivariate Research的首席执行官Adam Parker讨论了当前市场的AI炒作,以及是否能开启新工业革命浪潮等话题,快来看看市场解读吧~
$英伟达(NVDA)$
一盖
02-20
$ARM Holdings Ltd(ARM)$
我上车太早了,并且 我下车也太早了
一盖
2023-07-26
$商汤-W(00020)$
给我起来
一盖
2023-07-10
$花房集团(03611)$
是退市了吗,怎么没行情,啥情况啊
一盖
2023-07-08
终于有些进展了,5年了
阿里巴巴盘中涨超7%,对蚂蚁集团罚款落地,监管转入常态化
一盖
2023-04-13
走起吧
滴滴自动驾驶发布Robotaxi概念车:DiDi NEURON
一盖
2023-04-13
知乎上大牛不少
知乎和面壁科技合作发布中文大模型“知海图AI”
一盖
2023-04-11
$商汤-W(00020)$
必须哒 走起
一盖
2023-03-28
银行危机刚缓解,房地产又要进ICU,这也会波及国内外刚刚企稳的地产吗,沮丧啊
小心!一个潜在风险浮现,全球资金正在全力做空
一盖
2023-03-23
😂加入
@laoduo:懂那么多,能赚到钱吗?
去老虎APP查看更多动态
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就酱紫一跳终结吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363377214243096","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350354727653728,"gmtCreate":1726563721684,"gmtModify":1726563722808,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> ","text":"$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350354727653728","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314361022283984,"gmtCreate":1717779129939,"gmtModify":1717779131313,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 这带头大哥衰透了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 这带头大哥衰透了","text":"$游戏驿站(GME)$ 这带头大哥衰透了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314361022283984","isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482973551709519","authorId":"3482973551709519","name":"打酱油Steven","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3482973551709519","authorIdStr":"3482973551709519"},"content":"没啥干货 就是瞎扯 载坑里了","text":"没啥干货 就是瞎扯 载坑里了","html":"没啥干货 就是瞎扯 载坑里了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314360246677808,"gmtCreate":1717779080834,"gmtModify":1717779082160,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"<a 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去月球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314338502488232","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305840812060768,"gmtCreate":1715702881583,"gmtModify":1715734502021,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"title":"GME 狂飙 120%:“咆哮猫”回归,引爆meme股行情","htmlText":"查看详情: <a href=\"https://www.itigerup.com/marketing/gamestop?actionID=c223580534b37ec636b40aecb9b3120c&skin=2&os=iOS&account_id=5814976&utm_medium=tiger_community&platform=iOS&shareID=0272405ac1b8c55070bd9c672303b97f&invite=ZGTJG&lang=zh_CN\">GME 狂飙 120%:“咆哮猫”回归,引爆meme股行情</a> 散户王者重新归来! 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.itigerup.com/marketing/gamestop?actionID=c223580534b37ec636b40aecb9b3120c&skin=2&os=iOS&account_id=5814976&utm_medium=tiger_community&platform=iOS&shareID=0272405ac1b8c55070bd9c672303b97f&invite=ZGTJG&lang=zh_CN\">GME 狂飙 120%:“咆哮猫”回归,引爆meme股行情</a> 散户王者重新归来! 此帖仅开放于中国大陆用户","text":"查看详情: GME 狂飙 120%:“咆哮猫”回归,引爆meme股行情 散户王者重新归来! 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<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 迎来久违暴涨:盘中6次触及熔断,一度飙升逾110%,最终收盘涨74.4%报30.45美元,为2021年3月以来最高单日涨幅。除游戏驿站外,5月13日AMC娱乐控股亦显著上涨,该股同样为散户抱团股,盘中最高上涨102.06%,收盘涨78.35%。资料来源:老虎国际 带头大哥回来了?游戏驿站股价大幅飙升主要由于2021年推动“散户大战华尔街”的美国散户“带头大哥”基思·吉尔(Keith Gill)时隔三年回归X。美国当地时间5月13日,阔别社交媒体X 3年之久的基思·吉尔再次发帖,或暗示重新回归,这也让投资者重新点燃对该股的热情。 资料来源:X一位投资者在Reddit留言:“天啊是他,他真的回来了”,并称“基思·吉尔可以让对冲基金心脏病发作”。Roaring Kitty本名是吉尔(Keith Gill),2020年他在游戏驿站股价震荡上一战成名。大量散户投资者随后开始涌入衍生品市场“以小博大”,并在社交媒体上“抱团”,特别在Reddit论坛的 WallStreetBets分区 ,人们互相催促扎堆购买某只股票的看涨期权,特别是对冲基金和机构大举做空的公司,并始终坚守交易准则:永不卖出,永不投降。2021年初,散户狂热将游戏驿站股价三个月内从3美元推高至483美元,迫使包括Robinhood在内的券商限制严重做空股票的交易以控制风险。多家机构遭受巨额亏损,其中包括对冲基金Melvin。最终,Citadel和Point72宣布向Melvin注资27.5亿美元,以稳定该公司运营。Melvin随后平仓了在游戏驿站的所有仓位,认输离场。针对游戏驿站的后续行情该怎么交易?针对游戏驿站的大涨大跌的现状,个人投资者通常喜欢直接买入看涨期权或者看跌期权来获得收益。","listText":"5月13日, <a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 迎来久违暴涨:盘中6次触及熔断,一度飙升逾110%,最终收盘涨74.4%报30.45美元,为2021年3月以来最高单日涨幅。除游戏驿站外,5月13日AMC娱乐控股亦显著上涨,该股同样为散户抱团股,盘中最高上涨102.06%,收盘涨78.35%。资料来源:老虎国际 带头大哥回来了?游戏驿站股价大幅飙升主要由于2021年推动“散户大战华尔街”的美国散户“带头大哥”基思·吉尔(Keith Gill)时隔三年回归X。美国当地时间5月13日,阔别社交媒体X 3年之久的基思·吉尔再次发帖,或暗示重新回归,这也让投资者重新点燃对该股的热情。 资料来源:X一位投资者在Reddit留言:“天啊是他,他真的回来了”,并称“基思·吉尔可以让对冲基金心脏病发作”。Roaring Kitty本名是吉尔(Keith Gill),2020年他在游戏驿站股价震荡上一战成名。大量散户投资者随后开始涌入衍生品市场“以小博大”,并在社交媒体上“抱团”,特别在Reddit论坛的 WallStreetBets分区 ,人们互相催促扎堆购买某只股票的看涨期权,特别是对冲基金和机构大举做空的公司,并始终坚守交易准则:永不卖出,永不投降。2021年初,散户狂热将游戏驿站股价三个月内从3美元推高至483美元,迫使包括Robinhood在内的券商限制严重做空股票的交易以控制风险。多家机构遭受巨额亏损,其中包括对冲基金Melvin。最终,Citadel和Point72宣布向Melvin注资27.5亿美元,以稳定该公司运营。Melvin随后平仓了在游戏驿站的所有仓位,认输离场。针对游戏驿站的后续行情该怎么交易?针对游戏驿站的大涨大跌的现状,个人投资者通常喜欢直接买入看涨期权或者看跌期权来获得收益。","text":"5月13日, $游戏驿站(GME)$ 迎来久违暴涨:盘中6次触及熔断,一度飙升逾110%,最终收盘涨74.4%报30.45美元,为2021年3月以来最高单日涨幅。除游戏驿站外,5月13日AMC娱乐控股亦显著上涨,该股同样为散户抱团股,盘中最高上涨102.06%,收盘涨78.35%。资料来源:老虎国际 带头大哥回来了?游戏驿站股价大幅飙升主要由于2021年推动“散户大战华尔街”的美国散户“带头大哥”基思·吉尔(Keith Gill)时隔三年回归X。美国当地时间5月13日,阔别社交媒体X 3年之久的基思·吉尔再次发帖,或暗示重新回归,这也让投资者重新点燃对该股的热情。 资料来源:X一位投资者在Reddit留言:“天啊是他,他真的回来了”,并称“基思·吉尔可以让对冲基金心脏病发作”。Roaring Kitty本名是吉尔(Keith Gill),2020年他在游戏驿站股价震荡上一战成名。大量散户投资者随后开始涌入衍生品市场“以小博大”,并在社交媒体上“抱团”,特别在Reddit论坛的 WallStreetBets分区 ,人们互相催促扎堆购买某只股票的看涨期权,特别是对冲基金和机构大举做空的公司,并始终坚守交易准则:永不卖出,永不投降。2021年初,散户狂热将游戏驿站股价三个月内从3美元推高至483美元,迫使包括Robinhood在内的券商限制严重做空股票的交易以控制风险。多家机构遭受巨额亏损,其中包括对冲基金Melvin。最终,Citadel和Point72宣布向Melvin注资27.5亿美元,以稳定该公司运营。Melvin随后平仓了在游戏驿站的所有仓位,认输离场。针对游戏驿站的后续行情该怎么交易?针对游戏驿站的大涨大跌的现状,个人投资者通常喜欢直接买入看涨期权或者看跌期权来获得收益。","images":[{"img":"https://static.tigerbbs.com/27b48360d5b1ab8d40e11f9593d91e55","width":"831","height":"407"},{"img":"https://static.tigerbbs.com/9a3dc75f7d649ea9b7f076cdb1c914ef","width":"645","height":"658"},{"img":"https://static.tigerbbs.com/9df73797398c45000e36b7c8f0759751","width":"830","height":"227"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305823993454736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296597824954568,"gmtCreate":1713449205696,"gmtModify":1713449207573,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"🐎虽然长,但有趣","listText":"🐎虽然长,但有趣","text":"🐎虽然长,但有趣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296597824954568","repostId":"295721833681056","repostType":1,"repost":{"id":295721833681056,"gmtCreate":1713149460000,"gmtModify":1713220262721,"author":{"id":"9000000000000095","authorId":"9000000000000095","name":"浅黑科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000095","authorIdStr":"9000000000000095"},"themes":[],"title":"CPU 的“庶民的胜利”","htmlText":"CPU 的“庶民的胜利”文 | 史中(一)堤坝上的裂缝 人们总说要“活在当下”。但好多烦恼恰恰来自人们太活在“当下”了。就拿芯片“卡脖子”这件事来说,很多人的第一反应是——中国脖子已经被卡了好久,都卡秃噜皮了。但看看以下时间点:2022 年 10 月,美国宣布对中国先进计算芯片的出口管制。距今 1.5 年。2020 年 3 月,美国宣布禁止台积电为华为代工。距今 4 年。2018 年 10 月,美国宣布对福建晋华实施制裁,这已是美国对华芯片压制的起点,距今 5.5 年。这段时间,实际上比很多人的感觉更短。也许只是痛苦才让它显得漫长,这就是“相对论”吧。。。有人可能会想:“虽说开始没多久,但不知道什么时候才能摆脱制裁啊!大的还没来,岂不是更让人灼菊?”要我说,摆脱在芯片上的困局,绝不会难到“家祭无忘告乃翁”的程度!“理解当下”的最好办法是“活进历史”。你看,1971 年现代 CPU 才诞生,创造 CPU 的那一代人也还世。而在 50 多年的历史中,CPU 江湖已经改朝换代不知几何。君不见,每一代霸主都期待构建起雄伟的大坝,把技术之水围住,可谁又成功了呢?世界上第一个 CPU,Intel 4004 的结构图。正如中国古话所说:“千里之堤毁于蚁穴”。小小的蚁穴都能溃坝,何况。。。这次鹰酱用政策构建的堤坝上可不只是蚁穴,甚至可以说有不少裂缝,创可贴都贴不过来。说到这儿,可能有浅友要吐槽:“中哥你这不就是‘遥遥领先党’吗?”非也。情感毕竟虚幻,事实才能通向答案。所以,今天的节目我带大家来参观一下 CPU 历史上的“溃坝事件”。大家看后,也许自有论断。我们就从大陆的另一端,烟雨蒙蒙的英国开始吧。(二)小小的橡果&傲慢的巨头1978 年,那是一个春天。那一年,Intel 公司搞出了一个芯片,叫做“8086”。那一年,美国的铁子们开始口耳相传","listText":"CPU 的“庶民的胜利”文 | 史中(一)堤坝上的裂缝 人们总说要“活在当下”。但好多烦恼恰恰来自人们太活在“当下”了。就拿芯片“卡脖子”这件事来说,很多人的第一反应是——中国脖子已经被卡了好久,都卡秃噜皮了。但看看以下时间点:2022 年 10 月,美国宣布对中国先进计算芯片的出口管制。距今 1.5 年。2020 年 3 月,美国宣布禁止台积电为华为代工。距今 4 年。2018 年 10 月,美国宣布对福建晋华实施制裁,这已是美国对华芯片压制的起点,距今 5.5 年。这段时间,实际上比很多人的感觉更短。也许只是痛苦才让它显得漫长,这就是“相对论”吧。。。有人可能会想:“虽说开始没多久,但不知道什么时候才能摆脱制裁啊!大的还没来,岂不是更让人灼菊?”要我说,摆脱在芯片上的困局,绝不会难到“家祭无忘告乃翁”的程度!“理解当下”的最好办法是“活进历史”。你看,1971 年现代 CPU 才诞生,创造 CPU 的那一代人也还世。而在 50 多年的历史中,CPU 江湖已经改朝换代不知几何。君不见,每一代霸主都期待构建起雄伟的大坝,把技术之水围住,可谁又成功了呢?世界上第一个 CPU,Intel 4004 的结构图。正如中国古话所说:“千里之堤毁于蚁穴”。小小的蚁穴都能溃坝,何况。。。这次鹰酱用政策构建的堤坝上可不只是蚁穴,甚至可以说有不少裂缝,创可贴都贴不过来。说到这儿,可能有浅友要吐槽:“中哥你这不就是‘遥遥领先党’吗?”非也。情感毕竟虚幻,事实才能通向答案。所以,今天的节目我带大家来参观一下 CPU 历史上的“溃坝事件”。大家看后,也许自有论断。我们就从大陆的另一端,烟雨蒙蒙的英国开始吧。(二)小小的橡果&傲慢的巨头1978 年,那是一个春天。那一年,Intel 公司搞出了一个芯片,叫做“8086”。那一年,美国的铁子们开始口耳相传","text":"CPU 的“庶民的胜利”文 | 史中(一)堤坝上的裂缝 人们总说要“活在当下”。但好多烦恼恰恰来自人们太活在“当下”了。就拿芯片“卡脖子”这件事来说,很多人的第一反应是——中国脖子已经被卡了好久,都卡秃噜皮了。但看看以下时间点:2022 年 10 月,美国宣布对中国先进计算芯片的出口管制。距今 1.5 年。2020 年 3 月,美国宣布禁止台积电为华为代工。距今 4 年。2018 年 10 月,美国宣布对福建晋华实施制裁,这已是美国对华芯片压制的起点,距今 5.5 年。这段时间,实际上比很多人的感觉更短。也许只是痛苦才让它显得漫长,这就是“相对论”吧。。。有人可能会想:“虽说开始没多久,但不知道什么时候才能摆脱制裁啊!大的还没来,岂不是更让人灼菊?”要我说,摆脱在芯片上的困局,绝不会难到“家祭无忘告乃翁”的程度!“理解当下”的最好办法是“活进历史”。你看,1971 年现代 CPU 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是退市了吗,怎么没行情,啥情况啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196436227002608","isVote":1,"tweetType":1,"viewCount":2999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195559474294904,"gmtCreate":1688780947255,"gmtModify":1688780948553,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"终于有些进展了,5年了","listText":"终于有些进展了,5年了","text":"终于有些进展了,5年了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195559474294904","repostId":"1175001462","repostType":4,"repost":{"id":"1175001462","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1688744356,"share":"https://www.laohu8.com/m/news/1175001462?lang=&edition=full","pubTime":"2023-07-07 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23:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五,阿里巴巴美股高开高走,截至发稿涨幅超7%。消息面上,<strong>金融管理部门对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。</strong></p><p>市场人士预计,后续蚂蚁集团申设金控公司、申请征信等业务牌照的进度可能会加快。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4512061d18a074110b3b4a45135cbab\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175001462","content_text":"周五,阿里巴巴美股高开高走,截至发稿涨幅超7%。消息面上,金融管理部门对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。市场人士预计,后续蚂蚁集团申设金控公司、申请征信等业务牌照的进度可能会加快。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651077287,"gmtCreate":1681380434149,"gmtModify":1681380435564,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"走起吧","listText":"走起吧","text":"走起吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651077287","repostId":"1128654900","repostType":2,"repost":{"id":"1128654900","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681372686,"share":"https://www.laohu8.com/m/news/1128654900?lang=&edition=full","pubTime":"2023-04-13 15:58","market":"us","language":"zh","title":"滴滴自动驾驶发布Robotaxi概念车:DiDi NEURON","url":"https://stock-news.laohu8.com/highlight/detail?id=1128654900","media":"老虎资讯综合","summary":"4月13日,滴滴自动驾驶发布Robotaxi概念车:DiDi NEURON,在无人驾驶时代致力于为乘客提供更好的出行服务。DiDi NEURON独创了车内机械臂,可以实现车内外的多种服务,如提行李、递","content":"<html><head></head><body><p>4月13日,滴滴自动驾驶发布Robotaxi概念车:DiDi NEURON,在无人驾驶时代致力于为乘客提供更好的出行服务。</p><p>DiDi NEURON独创了车内机械臂,可以实现车内外的多种服务,如提行李、递水、叫醒等,最大程度优化乘坐体验与运营需求。空间上,DiDi NEURON去掉驾驶位,最大限度释放了乘坐空间。车内大屏交互系统有会议、游戏、街景介绍、氛围选择等功能,将出行过程与丰富的场景结合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04dad9742358fe027b62cd16defb103c\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><br/>除此之外,在滴滴自动驾驶开放日上,滴滴出行CTO兼自动驾驶CEO张博介绍,目前最新版的滴滴出行APP已可在上海、广州的指定区域内,实现混合派单。即起终点均在区域内的订单,用户能在滴滴APP上直接看到“自动驾驶”选项并叫车,体验滴滴自动驾驶带来的服务体验。</p><p>自2020年6月,上海智能网联汽车规模化载人示范应用启动,滴滴首次面向公众开放服务至今,滴滴自动驾驶已开放运营超1000天,实现了零主责安全事故,成功解锁学校门口、地摊、夜市等复杂城市场景。据介绍,今年起滴滴自动驾驶已在上海嘉定提供24小时自动驾驶出行服务。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴滴自动驾驶发布Robotaxi概念车:DiDi NEURON\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-13 15:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月13日,滴滴自动驾驶发布Robotaxi概念车:DiDi NEURON,在无人驾驶时代致力于为乘客提供更好的出行服务。</p><p>DiDi NEURON独创了车内机械臂,可以实现车内外的多种服务,如提行李、递水、叫醒等,最大程度优化乘坐体验与运营需求。空间上,DiDi NEURON去掉驾驶位,最大限度释放了乘坐空间。车内大屏交互系统有会议、游戏、街景介绍、氛围选择等功能,将出行过程与丰富的场景结合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04dad9742358fe027b62cd16defb103c\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><br/>除此之外,在滴滴自动驾驶开放日上,滴滴出行CTO兼自动驾驶CEO张博介绍,目前最新版的滴滴出行APP已可在上海、广州的指定区域内,实现混合派单。即起终点均在区域内的订单,用户能在滴滴APP上直接看到“自动驾驶”选项并叫车,体验滴滴自动驾驶带来的服务体验。</p><p>自2020年6月,上海智能网联汽车规模化载人示范应用启动,滴滴首次面向公众开放服务至今,滴滴自动驾驶已开放运营超1000天,实现了零主责安全事故,成功解锁学校门口、地摊、夜市等复杂城市场景。据介绍,今年起滴滴自动驾驶已在上海嘉定提供24小时自动驾驶出行服务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4526":"热门中概股","BK4022":"陆运","BK4539":"次新股","DIDIY":"DiDi Global Inc.","BK4535":"淡马锡持仓","BK4531":"中概回港概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128654900","content_text":"4月13日,滴滴自动驾驶发布Robotaxi概念车:DiDi NEURON,在无人驾驶时代致力于为乘客提供更好的出行服务。DiDi NEURON独创了车内机械臂,可以实现车内外的多种服务,如提行李、递水、叫醒等,最大程度优化乘坐体验与运营需求。空间上,DiDi NEURON去掉驾驶位,最大限度释放了乘坐空间。车内大屏交互系统有会议、游戏、街景介绍、氛围选择等功能,将出行过程与丰富的场景结合。除此之外,在滴滴自动驾驶开放日上,滴滴出行CTO兼自动驾驶CEO张博介绍,目前最新版的滴滴出行APP已可在上海、广州的指定区域内,实现混合派单。即起终点均在区域内的订单,用户能在滴滴APP上直接看到“自动驾驶”选项并叫车,体验滴滴自动驾驶带来的服务体验。自2020年6月,上海智能网联汽车规模化载人示范应用启动,滴滴首次面向公众开放服务至今,滴滴自动驾驶已开放运营超1000天,实现了零主责安全事故,成功解锁学校门口、地摊、夜市等复杂城市场景。据介绍,今年起滴滴自动驾驶已在上海嘉定提供24小时自动驾驶出行服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651077698,"gmtCreate":1681380419114,"gmtModify":1681380420768,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"知乎上大牛不少","listText":"知乎上大牛不少","text":"知乎上大牛不少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651077698","repostId":"1173532182","repostType":2,"repost":{"id":"1173532182","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681375272,"share":"https://www.laohu8.com/m/news/1173532182?lang=&edition=full","pubTime":"2023-04-13 16:41","market":"us","language":"zh","title":"知乎和面壁科技合作发布中文大模型“知海图AI”","url":"https://stock-news.laohu8.com/highlight/detail?id=1173532182","media":"老虎资讯综合","summary":"4月13日,$知乎$盘前涨幅持续扩大,现涨超14%;知乎创始人、CEO周源宣布,知乎和面壁科技合作的中文大模型“知海图AI”正式开启内测。今天知乎发现大会介绍的“知海图AI”大模型,由面壁智能与知乎共同训练完成。基于“知海图AI”大模型,双方一起尝试探索将大模型能力应用到知乎热榜。","content":"<html><head></head><body><p>4月13日,<a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨幅持续扩大,现涨超14%;知乎创始人、CEO周源宣布,知乎和面壁科技合作的中文大模型“知海图AI”正式开启内测。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c223597b830339e9de64eeaa85140db\" title=\"\" tg-width=\"870\" tg-height=\"830\"/></p><p>今天知乎发现大会介绍的“知海图AI”大模型,由面壁智能与知乎共同训练完成。“知海图AI”的训练基于面壁智能自主研发的CPM企业级大模型与ModelForce大模型系统。基于“知海图AI”大模型,双方一起尝试探索将大模型能力应用到知乎热榜。针对知乎热榜问题中的所有回答,“知海图AI”能够快速进行要素抽取、观点梳理和内容聚合,最终将所有回答的梗概展现给知乎用户,让大家更快、更全面地了解知友们讨论的热点与焦点。在这个特定场景中,把“知海图AI”大模型的效果与GPT-4进行了比较,两个模型几乎是持平的。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>知乎和面壁科技合作发布中文大模型“知海图AI”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知乎和面壁科技合作发布中文大模型“知海图AI”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-13 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月13日,<a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨幅持续扩大,现涨超14%;知乎创始人、CEO周源宣布,知乎和面壁科技合作的中文大模型“知海图AI”正式开启内测。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c223597b830339e9de64eeaa85140db\" title=\"\" tg-width=\"870\" tg-height=\"830\"/></p><p>今天知乎发现大会介绍的“知海图AI”大模型,由面壁智能与知乎共同训练完成。“知海图AI”的训练基于面壁智能自主研发的CPM企业级大模型与ModelForce大模型系统。基于“知海图AI”大模型,双方一起尝试探索将大模型能力应用到知乎热榜。针对知乎热榜问题中的所有回答,“知海图AI”能够快速进行要素抽取、观点梳理和内容聚合,最终将所有回答的梗概展现给知乎用户,让大家更快、更全面地了解知友们讨论的热点与焦点。在这个特定场景中,把“知海图AI”大模型的效果与GPT-4进行了比较,两个模型几乎是持平的。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6c286e18a70182b99ecabadb0bd3f19","relate_stocks":{"BK4587":"ChatGPT概念","BK4509":"腾讯概念","BK1095":"互动媒体与服务","BK4551":"寇图资本持仓","02390":"知乎-W","BK4023":"应用软件","BK4585":"ETF&股票定投概念","ZH":"知乎","BK4543":"AI","BK4077":"互动媒体与服务","BK4539":"次新股","BK4588":"碎股","BK4528":"SaaS概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173532182","content_text":"4月13日,知乎盘前涨幅持续扩大,现涨超14%;知乎创始人、CEO周源宣布,知乎和面壁科技合作的中文大模型“知海图AI”正式开启内测。今天知乎发现大会介绍的“知海图AI”大模型,由面壁智能与知乎共同训练完成。“知海图AI”的训练基于面壁智能自主研发的CPM企业级大模型与ModelForce大模型系统。基于“知海图AI”大模型,双方一起尝试探索将大模型能力应用到知乎热榜。针对知乎热榜问题中的所有回答,“知海图AI”能够快速进行要素抽取、观点梳理和内容聚合,最终将所有回答的梗概展现给知乎用户,让大家更快、更全面地了解知友们讨论的热点与焦点。在这个特定场景中,把“知海图AI”大模型的效果与GPT-4进行了比较,两个模型几乎是持平的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653440801,"gmtCreate":1681221471903,"gmtModify":1681221473011,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"<a 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10:29","market":"us","language":"zh","title":"小心!一个潜在风险浮现,全球资金正在全力做空","url":"https://stock-news.laohu8.com/highlight/detail?id=2322407394","media":"第一财经","summary":"美国银行业风波或冲击商业地产!当美国正在努力解决银行业危机时,一个潜在的风险点正在浮出水面。金融危机以来,在低利率和宽松信贷的支持下,美国商业房地产经历了蓬勃发展,如今不少机构发现,危险迹象开始涌现。","content":"<div>\n<p>美国银行业风波或冲击商业地产!当美国正在努力解决银行业危机时,一个潜在的风险点正在浮出水面。金融危机以来,在低利率和宽松信贷的支持下,美国商业房地产经历了蓬勃发展,如今不少机构发现,危险迹象开始涌现。中小银行信贷紧缩的风险正在让商业地产变得摇摇欲坠,资产价格波动压力正在聚集。美国商业地产还安全吗?(来源:新华社图)政策环境逆转需求降温在截至2月末的最新经济状况褐皮书中,美联储对于商业地产的表述是“...</p>\n\n<a href=\"https://www.yicai.com/news/101713746.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小心!一个潜在风险浮现,全球资金正在全力做空</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5f952e7bfcf05c57e1cc198af33c3be","relate_stocks":{"CMBS":"Ishares Barclays Cmbs Bond Fund"},"source_url":"https://www.yicai.com/news/101713746.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322407394","content_text":"美国银行业风波或冲击商业地产!当美国正在努力解决银行业危机时,一个潜在的风险点正在浮出水面。金融危机以来,在低利率和宽松信贷的支持下,美国商业房地产经历了蓬勃发展,如今不少机构发现,危险迹象开始涌现。中小银行信贷紧缩的风险正在让商业地产变得摇摇欲坠,资产价格波动压力正在聚集。美国商业地产还安全吗?(来源:新华社图)政策环境逆转需求降温在截至2月末的最新经济状况褐皮书中,美联储对于商业地产的表述是“持续疲软”。受新冠疫情对美国企业工作模式及消费者购物习惯的影响,近两年美国商业地产估值持续承压。美联储通过提高利率来对抗通胀的努力也伤害了这个极度依赖信贷支持的行业。近期由硅谷银行破产导致的金融系统压力令形势有所恶化。资产管理机构BK Asset Management宏观策略师施罗斯伯格(Boris Schlossberg)在接受第一财经采访时表示,房地产业是最容易受到利率冲击的经济部门之一,“流动性压力预计将使得中小银行开始减少贷款,而向商业房地产开发商和经理提供的贷款主要来自他们。”本月初,黑石集团旗下价值5.6亿美元的商业地产抵押贷款支持证券(CMBS)发生违约,已经让外界开始关注到房地产业在全球加息周期中正变得摇摇欲坠。First American financial高级商业房地产经济学家斯奈德(Xander Snyder)认为,由于对商业房地产有很大的敞口,这影响了银行业的稳定,进而将对经济产生更大的冲击。统计显示,今年以来所有商业房地产的信贷都变得越来越稀缺,目前银行业的困境只会加剧这一趋势。施罗斯伯格告诉第一财经,目前的不确定性在于政府将在多大程度上保护储户和银行系统。第一公民银行接手硅谷银行的交易受到了欢迎,但考虑到美联储依然处于加息周期中,如何解决流动性风险的问题依然存在。“在监管措施和政策支持能有效重振外界对银行业资产负债表信心之前,市场可能依然脆弱。”他说道。机构寻找危机蛛丝马迹外界的担忧也反映在了股价上,房地产板块是今年美股表现最差的行业之一。资金正在加码做空,根据标普全球的数据,房地产是现在全球做空最多的行业,也是美股做空第三多的行业。近一个月,美股房地产板块表现位居所有板块倒数第二(来源:标普全球)高盛经济学家拉姆斯登(Richard Ramsden)在报告中写道:“在一个更加关注流动性的世界里,你会看到银行更快地收回商业房地产承诺。我确实认为,这将是未来几个月和几个季度值得关注的重要问题。”报告称,区域性银行约占美国银行业贷款的65%,而根据联邦存款保险公司(FIDC)的数据,中小型银行占商业房地产贷款总额的约80%。高盛表示,近期写字楼地产的CMBS拖欠率已开始上升,预计未来还将显著上升。因为拖欠率上升与当前的加息周期息息相关。事实上,商业地产交易低迷已经反映在了买卖双方的报价差异上,这显示了资产估值的巨大分歧,而近阶段美国经济的不确定性将加剧这一趋势。对于金融机构而言,如果无法确认资产的价值,那么就很难批准发放贷款。瑞信认为,由于加息不断推高商业地产利率报价,这意味着其贷款的新估值可能会更低,而这些贷款背后的商业地产抵押品或已贬值,“由于贷款余额超过了地产的价值,有些写字楼房东交出了钥匙。CMBS拖欠率在2023年2月环比跃升18个基点,其中办公室类别的拖欠率在过去一年增幅最大。”DataTrek在报告中也表示,对商业房地产贷款的前景需要保持警惕。“随着办公楼宇整体入住率保持在50%以下,美国主要城市中心的商业活动尚未恢复到疫情前的水平,小型银行发放的商业房地产贷款越来越受到关注。考虑到接下来美联储利率的不确定性依然存在,银行业问题没有简单、快速的解决方案。”报告写道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659071195,"gmtCreate":1679583021417,"gmtModify":1679583023287,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525321416590045","authorIdStr":"3525321416590045"},"themes":[],"htmlText":"😂加入","listText":"😂加入","text":"😂加入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659071195","repostId":"650771078","repostType":1,"repost":{"id":650771078,"gmtCreate":1679512200000,"gmtModify":1679543145919,"author":{"id":"3558066950260581","authorId":"3558066950260581","name":"laoduo","avatar":"https://static.tigerbbs.com/9e925a0dfca0703cb34246c34fad6f0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558066950260581","authorIdStr":"3558066950260581"},"themes":[],"title":"懂那么多,能赚到钱吗?","htmlText":"AI充分扩散,股民今晚又要复习CPO了,毕竟CPO不是新的。揭开面具就是光模块,有啥可稀奇的。那可是3G转4G的时代就炒过的!但当下的环境,注定了做一个有啥可稀奇型研究员毫无价值。那必须做一个卧槽牛逼型研究员才是归宿。新的卧槽系列有AI语音,AI跨境电商,AI影视剧本等等各种分支。当下TMT首席已是香饽饽,传媒首席还在吹AI影视,只有电新首席喊出了那句无力的:新能源即将反转继续强CALL。散户追热点,那是每天都必须要学习新AI概念。但懂那么多,有什么用?能在游资互割中把游资割了?每天都在做投研功课,你这么努力又赚不到钱,和基金经理有什么区别?在此奉劝没有精力,没有投研能力的散户,马上躺平,你跟不上题材节奏的。躺平可以躺的意思是,躺在AI或数字经济板块中最确定的部分。比如算力相关的,AI发展必绕不开硬件发展。当然CPO也算其中一部分,还有IDC,散热等。比如已知海外产品的国内对标。如360对应的是bing,寒武纪对应的是英伟达,百度对应的chatgpt,金山办公对标的微软office全家桶。这些对标的重点是弯道超车吗?不可能,短期内绝对不可能。千万不要把逻辑搞错了,卖方的瞎吹中,也从未把弯道超车作为重点。重点是,此公司是业内有挑战地位的,就行。比上不足,比下有余余余就行。就像百度的产品很拉胯,但更拉胯的竞争对手一个能打的都没有。这个和之前做半导体的逻辑一模一样。半导体能快速超越欧美垄断吗?很显然短期内是不可能的。但只要这个公司被称为中国的xxx,那就有炒作的可能。以上看明白了。我就把结论写在最后了。总结:不要研究AI太深,没意义,只需要知道这家公司对标欧美哪家公司过于深入探究基本面,就会陷入有啥可稀奇型研究员困境,反复被市场打脸。道理都懂,股民的自我科学素养也够了,为何还赚不到钱?有没有可能,你对新题材的卧槽度不够?建议加入卧槽牛逼研究员的阵营,让我们一起为AI梦想亏钱窒息!","listText":"AI充分扩散,股民今晚又要复习CPO了,毕竟CPO不是新的。揭开面具就是光模块,有啥可稀奇的。那可是3G转4G的时代就炒过的!但当下的环境,注定了做一个有啥可稀奇型研究员毫无价值。那必须做一个卧槽牛逼型研究员才是归宿。新的卧槽系列有AI语音,AI跨境电商,AI影视剧本等等各种分支。当下TMT首席已是香饽饽,传媒首席还在吹AI影视,只有电新首席喊出了那句无力的:新能源即将反转继续强CALL。散户追热点,那是每天都必须要学习新AI概念。但懂那么多,有什么用?能在游资互割中把游资割了?每天都在做投研功课,你这么努力又赚不到钱,和基金经理有什么区别?在此奉劝没有精力,没有投研能力的散户,马上躺平,你跟不上题材节奏的。躺平可以躺的意思是,躺在AI或数字经济板块中最确定的部分。比如算力相关的,AI发展必绕不开硬件发展。当然CPO也算其中一部分,还有IDC,散热等。比如已知海外产品的国内对标。如360对应的是bing,寒武纪对应的是英伟达,百度对应的chatgpt,金山办公对标的微软office全家桶。这些对标的重点是弯道超车吗?不可能,短期内绝对不可能。千万不要把逻辑搞错了,卖方的瞎吹中,也从未把弯道超车作为重点。重点是,此公司是业内有挑战地位的,就行。比上不足,比下有余余余就行。就像百度的产品很拉胯,但更拉胯的竞争对手一个能打的都没有。这个和之前做半导体的逻辑一模一样。半导体能快速超越欧美垄断吗?很显然短期内是不可能的。但只要这个公司被称为中国的xxx,那就有炒作的可能。以上看明白了。我就把结论写在最后了。总结:不要研究AI太深,没意义,只需要知道这家公司对标欧美哪家公司过于深入探究基本面,就会陷入有啥可稀奇型研究员困境,反复被市场打脸。道理都懂,股民的自我科学素养也够了,为何还赚不到钱?有没有可能,你对新题材的卧槽度不够?建议加入卧槽牛逼研究员的阵营,让我们一起为AI梦想亏钱窒息!","text":"AI充分扩散,股民今晚又要复习CPO了,毕竟CPO不是新的。揭开面具就是光模块,有啥可稀奇的。那可是3G转4G的时代就炒过的!但当下的环境,注定了做一个有啥可稀奇型研究员毫无价值。那必须做一个卧槽牛逼型研究员才是归宿。新的卧槽系列有AI语音,AI跨境电商,AI影视剧本等等各种分支。当下TMT首席已是香饽饽,传媒首席还在吹AI影视,只有电新首席喊出了那句无力的:新能源即将反转继续强CALL。散户追热点,那是每天都必须要学习新AI概念。但懂那么多,有什么用?能在游资互割中把游资割了?每天都在做投研功课,你这么努力又赚不到钱,和基金经理有什么区别?在此奉劝没有精力,没有投研能力的散户,马上躺平,你跟不上题材节奏的。躺平可以躺的意思是,躺在AI或数字经济板块中最确定的部分。比如算力相关的,AI发展必绕不开硬件发展。当然CPO也算其中一部分,还有IDC,散热等。比如已知海外产品的国内对标。如360对应的是bing,寒武纪对应的是英伟达,百度对应的chatgpt,金山办公对标的微软office全家桶。这些对标的重点是弯道超车吗?不可能,短期内绝对不可能。千万不要把逻辑搞错了,卖方的瞎吹中,也从未把弯道超车作为重点。重点是,此公司是业内有挑战地位的,就行。比上不足,比下有余余余就行。就像百度的产品很拉胯,但更拉胯的竞争对手一个能打的都没有。这个和之前做半导体的逻辑一模一样。半导体能快速超越欧美垄断吗?很显然短期内是不可能的。但只要这个公司被称为中国的xxx,那就有炒作的可能。以上看明白了。我就把结论写在最后了。总结:不要研究AI太深,没意义,只需要知道这家公司对标欧美哪家公司过于深入探究基本面,就会陷入有啥可稀奇型研究员困境,反复被市场打脸。道理都懂,股民的自我科学素养也够了,为何还赚不到钱?有没有可能,你对新题材的卧槽度不够?建议加入卧槽牛逼研究员的阵营,让我们一起为AI梦想亏钱窒息!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650771078","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":334079540,"gmtCreate":1610678818381,"gmtModify":1703746180521,"author":{"id":"3525321416590045","authorId":"3525321416590045","name":"一盖","avatar":"https://static.tigerbbs.com/82a1b84f5dbfb06f77db786d64e2bd40","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525321416590045","idStr":"3525321416590045"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/TW/394667317\" target=\"_blank\">《别盯着国产三疯了,得电池和无人驾驶者才能得天下》</a>开头就说:年前三傻暴涨暴跌的机会都不大。加之这些天都关注<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 去了,我想无论是三傻粉还是三傻黑,最近也都没那么关注三傻了。 这两天三傻21年1月的销量出来了,我正好借着这个内容写一篇大家跟踪三傻一整年都用得到的文章。 先说下会骗人的销量数据,一般媒体让你们看到的都是下面这样的: 数据出来之后,我看到很多人留言说新势力牛逼,今年股价还能翻倍。不好意思,如果你不能在1分中内就发现这是一份不理想的成绩单的话,那说明你还得好好练练,否则太容易被忽悠了。 我5秒钟内就回忆了下三傻12月的销量,结果如下: 1、蔚来1月交付7225辆, 同比增长352.1%,环比增速3.1%; 2、小鹏1月交付6,015辆, 同比增长470%,小鹏环比增速5.55%; 3、理想ONE在1月交付5379辆, 同比增长355.8%,环比增速为-12.2%。 所以你们发现了么,三傻们在1月基本没什么增长的势头,理想还下滑了。如果你觉得是因为年初,或者疫情的影响,或许疫情有点影响,但月份绝对没问题。从历年数据可以看出7、8月才是汽车销量的低点。 另外在这个销量数据上,还有两个可对比的点。以<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 为例: 去年1月销量是1598辆,12月是7007辆,那么年均环比增速是14%多一点 去年2月初股价开牌3.54元,昨天","listText":"好一阵子没更新跟踪三傻的文章了,当然我在将近两个月以前的第七篇<a href=\"https://laohu8.com/TW/394667317\" target=\"_blank\">《别盯着国产三疯了,得电池和无人驾驶者才能得天下》</a>开头就说:年前三傻暴涨暴跌的机会都不大。加之这些天都关注<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 去了,我想无论是三傻粉还是三傻黑,最近也都没那么关注三傻了。 这两天三傻21年1月的销量出来了,我正好借着这个内容写一篇大家跟踪三傻一整年都用得到的文章。 先说下会骗人的销量数据,一般媒体让你们看到的都是下面这样的: 数据出来之后,我看到很多人留言说新势力牛逼,今年股价还能翻倍。不好意思,如果你不能在1分中内就发现这是一份不理想的成绩单的话,那说明你还得好好练练,否则太容易被忽悠了。 我5秒钟内就回忆了下三傻12月的销量,结果如下: 1、蔚来1月交付7225辆, 同比增长352.1%,环比增速3.1%; 2、小鹏1月交付6,015辆, 同比增长470%,小鹏环比增速5.55%; 3、理想ONE在1月交付5379辆, 同比增长355.8%,环比增速为-12.2%。 所以你们发现了么,三傻们在1月基本没什么增长的势头,理想还下滑了。如果你觉得是因为年初,或者疫情的影响,或许疫情有点影响,但月份绝对没问题。从历年数据可以看出7、8月才是汽车销量的低点。 另外在这个销量数据上,还有两个可对比的点。以<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 为例: 去年1月销量是1598辆,12月是7007辆,那么年均环比增速是14%多一点 去年2月初股价开牌3.54元,昨天","text":"好一阵子没更新跟踪三傻的文章了,当然我在将近两个月以前的第七篇《别盯着国产三疯了,得电池和无人驾驶者才能得天下》开头就说:年前三傻暴涨暴跌的机会都不大。加之这些天都关注$游戏驿站(GME)$ 去了,我想无论是三傻粉还是三傻黑,最近也都没那么关注三傻了。 这两天三傻21年1月的销量出来了,我正好借着这个内容写一篇大家跟踪三傻一整年都用得到的文章。 先说下会骗人的销量数据,一般媒体让你们看到的都是下面这样的: 数据出来之后,我看到很多人留言说新势力牛逼,今年股价还能翻倍。不好意思,如果你不能在1分中内就发现这是一份不理想的成绩单的话,那说明你还得好好练练,否则太容易被忽悠了。 我5秒钟内就回忆了下三傻12月的销量,结果如下: 1、蔚来1月交付7225辆, 同比增长352.1%,环比增速3.1%; 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