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天玑量化
半业余股民,非职业自媒体,逗逼不撕逼。
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天玑量化
2021-06-13
$掌门教育(ZME)$
估值“低”不是天然就会长高,跟企业发展预期也是息息相关。掌门靠1对1起家,但也不是只有1对1,招股书很详细,多个赛道都有涉及,尤其是小班课目前劲头很足,拿捏住了1对1和小班课,在学习效果相关的模式都发展的很靠谱,未来一定会在行业格局大变中,谋得一定地位,立贴
天玑量化
2022-02-16
$万物新生(RERE)$
老虎环球基金持有万物新生(NYSE:RERE)股票从179万股增至1663万股。
天玑量化
2022-06-28
$1药网(YI)$
真的吗?
天玑量化
2023-06-12
东亚地区整体出口情况都不好,不止中国大陆的情况不好,看来是欧美的需求崩了。2023年5月份,越南商品出口额约达290.5亿美元,同比下降4.3%;进口额约达268.1亿美元,同比下降6.4%。台湾省5月出口361.3亿美元,较上年同月减14.1%(按新台币计算减10.7%);5月进口312.5亿美元,较上年同月减21.7%(按新台币计算减18.7%)。韩国5月出口同比减少15.2%,为522.4亿美元;5月进口同比减少14%,为543.4亿美元。
$贸易公司与经销商(BK6027)$
$上证指数(000001.SH)$
$恒生指数(HSI)$
天玑量化
2023-06-08
降息打开金特估大门 目前官方媒体已经基本证实了要降息,那么这月15号的mlf和20号的lpr都会降。意义重大。此前因为等美联储加息结束,一直从年初等到现在,结果实在等不下去了,经济再不出手救助,数据会越来越不好看,信心会越来越差。已经不能再等了。 降息是至关重要的节点,代表着货币宽松向实体渗透效果转化,代表着企业成本的下降,居民按揭成本进一步下降,激发市场活力。降息就意味着向低估值高股息的蓝筹行情转换坐实了,事实上资金往这个方向转移已经多日,金特估在创业板深成指下跌时表现不弱。由于还在吸筹阶段,所以仍然时有打压。 当然降息官方宣布前仍然可能会作妖下,14年11月21日宣布降息,但是之前几天连跌五天,其实就是没什么跌的理由,有意打压建仓。但是由于这场降息已经憋太久了,已经到了无法隐瞒的地步,所以金特估行情如果这两天起来,也不要惊讶。 资金就像个大转盘,创业板缩量调整深成指缩量调整不会影响上证指数行情,相反会成为资金追捧的方向,像当初Ai一样。
$上证指数(000001.SH)$
$沪深300(000300.SH)$
$创业板A(150152)$
天玑量化
2020-12-17
$趣头条(QTT)$
体验了一把拉升感觉,加油!
@美股研究社:趣头条财报图解|净亏损同比收窄69.7%;其他业务营收同比增长165.9%
天玑量化
2023-10-30
$快手-W(01024)$
很多人觉得是抖快在竞争,其实反倒是京东拼多多淘宝的市场份额会被抖音和快手吞噬,快手有快手的头部主播,抖音有抖音的头部主播,根本就不冲突。
天玑量化
2021-11-30
$趣头条(QTT)$
搏一搏反弹如何?
天玑量化
2021-10-26
$联想集团(00992)$
联想集团也是经历过大风大浪的,若无坚固根基岂能屹立不倒?对核心科技的聚焦,夯实财务基础,短期或有震荡,但长期向上行情不减。
天玑量化
2020-12-09
$趣头条(QTT)$
搞起来啊,考虑再入点,你们觉得呢?
天玑量化
2023-03-16
$特斯拉(TSLA)$
就不明白了,接下来这怎么玩?
天玑量化
2021-12-10
$万物新生(RERE)$
今晚继续,等会看看盘前!!!!!!
天玑量化
11-07
请大家给科技股多点耐心,而且阿里巴巴、百度、达飞集团和一家宁波市政府基金为基石投资者,认购总额达到约2.2亿美元(约合17亿港元)。地平线作为智能驾驶独角兽,长期价值不言而喻。
$地平线机器人-W(09660)$
天玑量化
07-08
$嘀嗒出行(02559)$
机会都是跌出来的,现价2.92,是机会吗
天玑量化
2021-10-11
诺基亚重生了?
@JU说:不同时空下的王者——诺基亚
天玑量化
2021-08-25
$万物新生(RERE)$
官方发声,继续看好二手回收,目标价翻倍
@三鼎甲:商务部:二手市场也是今后一个很大的市场
天玑量化
2021-03-05
$趣头条(QTT)$
在线阅读市场充满潜力,米读完成融资看来要持续发力了。
天玑量化
2021-02-01
$趣头条(QTT)$
考验耐心的时候,持有待涨
天玑量化
05-27
$小米集团-W(01810)$
小米汽车这次带动了小米高端品牌形象,从长期来看,对于小米意义重大!
天玑量化
2022-06-02
$1药网(YI)$
低位盘整后尾盘拉升,看好后势
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>机会都是跌出来的,现价2.92,是机会吗","listText":"<a 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从投资角度来看,中国新能源汽车市场的领先地位为相关产业链上的企业带来了巨大的增长机遇。无论是整车制造商,还是电池、电机、电控等核心零部件供应商,亦或是充电设施建设和服务提供商,都有望从这一增长趋势中获益。投资者在考虑布局新能源汽车产业时,应密切关注这些领域的龙头企业,以及它们在全球市场的竞争力和扩张策略。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"2023年我国新能源汽车销量全球最高,约占65%,其次是美国与欧洲地区,分别占比约20%、10%。 从投资角度来看,中国新能源汽车市场的领先地位为相关产业链上的企业带来了巨大的增长机遇。无论是整车制造商,还是电池、电机、电控等核心零部件供应商,亦或是充电设施建设和服务提供商,都有望从这一增长趋势中获益。投资者在考虑布局新能源汽车产业时,应密切关注这些领域的龙头企业,以及它们在全球市场的竞争力和扩张策略。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"2023年我国新能源汽车销量全球最高,约占65%,其次是美国与欧洲地区,分别占比约20%、10%。 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开车的谁不认途虎啊?口碑绝对有!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221650825494560","isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220139077910672,"gmtCreate":1694766194467,"gmtModify":1694766197085,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$ </a>BOSS的用户使用体验感不错,看来有不少技术投入。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$ </a>BOSS的用户使用体验感不错,看来有不少技术投入。","text":"$BOSS直聘(BZ)$ BOSS的用户使用体验感不错,看来有不少技术投入。","images":[{"img":"https://static.tigerbbs.com/094d55d41aafdd1d8d1aa8a477006d9f","width":"1179","height":"795"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220139077910672","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":186421135462568,"gmtCreate":1686552193912,"gmtModify":1686552196047,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"东亚地区整体出口情况都不好,不止中国大陆的情况不好,看来是欧美的需求崩了。2023年5月份,越南商品出口额约达290.5亿美元,同比下降4.3%;进口额约达268.1亿美元,同比下降6.4%。台湾省5月出口361.3亿美元,较上年同月减14.1%(按新台币计算减10.7%);5月进口312.5亿美元,较上年同月减21.7%(按新台币计算减18.7%)。韩国5月出口同比减少15.2%,为522.4亿美元;5月进口同比减少14%,为543.4亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/BK6027\">$贸易公司与经销商(BK6027)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>","listText":"东亚地区整体出口情况都不好,不止中国大陆的情况不好,看来是欧美的需求崩了。2023年5月份,越南商品出口额约达290.5亿美元,同比下降4.3%;进口额约达268.1亿美元,同比下降6.4%。台湾省5月出口361.3亿美元,较上年同月减14.1%(按新台币计算减10.7%);5月进口312.5亿美元,较上年同月减21.7%(按新台币计算减18.7%)。韩国5月出口同比减少15.2%,为522.4亿美元;5月进口同比减少14%,为543.4亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/BK6027\">$贸易公司与经销商(BK6027)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>","text":"东亚地区整体出口情况都不好,不止中国大陆的情况不好,看来是欧美的需求崩了。2023年5月份,越南商品出口额约达290.5亿美元,同比下降4.3%;进口额约达268.1亿美元,同比下降6.4%。台湾省5月出口361.3亿美元,较上年同月减14.1%(按新台币计算减10.7%);5月进口312.5亿美元,较上年同月减21.7%(按新台币计算减18.7%)。韩国5月出口同比减少15.2%,为522.4亿美元;5月进口同比减少14%,为543.4亿美元。 $贸易公司与经销商(BK6027)$ $上证指数(000001.SH)$ $恒生指数(HSI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/186421135462568","isVote":1,"tweetType":1,"viewCount":3113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010317","authorId":"10000000000010317","name":"俯瞰繁华","avatar":"https://static.tigerbbs.com/3bf13db70d947837660ca66bb9b8e299","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010317","authorIdStr":"10000000000010317"},"content":"基本面虽然一般般,但对于贸易公司与经销商来说,或许还是可以抓住机会的","text":"基本面虽然一般般,但对于贸易公司与经销商来说,或许还是可以抓住机会的","html":"基本面虽然一般般,但对于贸易公司与经销商来说,或许还是可以抓住机会的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184925080498304,"gmtCreate":1686187051265,"gmtModify":1686188727457,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"降息打开金特估大门 目前官方媒体已经基本证实了要降息,那么这月15号的mlf和20号的lpr都会降。意义重大。此前因为等美联储加息结束,一直从年初等到现在,结果实在等不下去了,经济再不出手救助,数据会越来越不好看,信心会越来越差。已经不能再等了。 降息是至关重要的节点,代表着货币宽松向实体渗透效果转化,代表着企业成本的下降,居民按揭成本进一步下降,激发市场活力。降息就意味着向低估值高股息的蓝筹行情转换坐实了,事实上资金往这个方向转移已经多日,金特估在创业板深成指下跌时表现不弱。由于还在吸筹阶段,所以仍然时有打压。 当然降息官方宣布前仍然可能会作妖下,14年11月21日宣布降息,但是之前几天连跌五天,其实就是没什么跌的理由,有意打压建仓。但是由于这场降息已经憋太久了,已经到了无法隐瞒的地步,所以金特估行情如果这两天起来,也不要惊讶。 资金就像个大转盘,创业板缩量调整深成指缩量调整不会影响上证指数行情,相反会成为资金追捧的方向,像当初Ai一样。<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/150152\">$创业板A(150152)$ </a>","listText":"降息打开金特估大门 目前官方媒体已经基本证实了要降息,那么这月15号的mlf和20号的lpr都会降。意义重大。此前因为等美联储加息结束,一直从年初等到现在,结果实在等不下去了,经济再不出手救助,数据会越来越不好看,信心会越来越差。已经不能再等了。 降息是至关重要的节点,代表着货币宽松向实体渗透效果转化,代表着企业成本的下降,居民按揭成本进一步下降,激发市场活力。降息就意味着向低估值高股息的蓝筹行情转换坐实了,事实上资金往这个方向转移已经多日,金特估在创业板深成指下跌时表现不弱。由于还在吸筹阶段,所以仍然时有打压。 当然降息官方宣布前仍然可能会作妖下,14年11月21日宣布降息,但是之前几天连跌五天,其实就是没什么跌的理由,有意打压建仓。但是由于这场降息已经憋太久了,已经到了无法隐瞒的地步,所以金特估行情如果这两天起来,也不要惊讶。 资金就像个大转盘,创业板缩量调整深成指缩量调整不会影响上证指数行情,相反会成为资金追捧的方向,像当初Ai一样。<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/150152\">$创业板A(150152)$ </a>","text":"降息打开金特估大门 目前官方媒体已经基本证实了要降息,那么这月15号的mlf和20号的lpr都会降。意义重大。此前因为等美联储加息结束,一直从年初等到现在,结果实在等不下去了,经济再不出手救助,数据会越来越不好看,信心会越来越差。已经不能再等了。 降息是至关重要的节点,代表着货币宽松向实体渗透效果转化,代表着企业成本的下降,居民按揭成本进一步下降,激发市场活力。降息就意味着向低估值高股息的蓝筹行情转换坐实了,事实上资金往这个方向转移已经多日,金特估在创业板深成指下跌时表现不弱。由于还在吸筹阶段,所以仍然时有打压。 当然降息官方宣布前仍然可能会作妖下,14年11月21日宣布降息,但是之前几天连跌五天,其实就是没什么跌的理由,有意打压建仓。但是由于这场降息已经憋太久了,已经到了无法隐瞒的地步,所以金特估行情如果这两天起来,也不要惊讶。 资金就像个大转盘,创业板缩量调整深成指缩量调整不会影响上证指数行情,相反会成为资金追捧的方向,像当初Ai一样。$上证指数(000001.SH)$ $沪深300(000300.SH)$ $创业板A(150152)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/184925080498304","isVote":1,"tweetType":1,"viewCount":2593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010319","authorId":"10000000000010319","name":"仟陆枫","avatar":"https://static.tigerbbs.com/9d7e70aa1806668992dc40e71ec5d493","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010319","authorIdStr":"10000000000010319"},"content":"降息是肯定得降了,关键就是得看幅度。","text":"降息是肯定得降了,关键就是得看幅度。","html":"降息是肯定得降了,关键就是得看幅度。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655357880,"gmtCreate":1685336930440,"gmtModify":1685336934014,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"与其说是DSA已死,不如说是传统GPU已死。DSA联合CPU,披着GPGPU的前端占据了AI云计算领域的头把交椅,训练则要仰仗一众精简核心CPU,而不是传统GPU的渲染单元。甚至CUDA生态也有众核CPU的味道,跟传统GPU并不相同。如果体系架构量化分析让位于文字争议,就会形如java和php哪个好的辩论。DSA和GPGPU本来就有各自优势场景,不同流派思路只是侧重点不同,大家开心就好。","listText":"与其说是DSA已死,不如说是传统GPU已死。DSA联合CPU,披着GPGPU的前端占据了AI云计算领域的头把交椅,训练则要仰仗一众精简核心CPU,而不是传统GPU的渲染单元。甚至CUDA生态也有众核CPU的味道,跟传统GPU并不相同。如果体系架构量化分析让位于文字争议,就会形如java和php哪个好的辩论。DSA和GPGPU本来就有各自优势场景,不同流派思路只是侧重点不同,大家开心就好。","text":"与其说是DSA已死,不如说是传统GPU已死。DSA联合CPU,披着GPGPU的前端占据了AI云计算领域的头把交椅,训练则要仰仗一众精简核心CPU,而不是传统GPU的渲染单元。甚至CUDA生态也有众核CPU的味道,跟传统GPU并不相同。如果体系架构量化分析让位于文字争议,就会形如java和php哪个好的辩论。DSA和GPGPU本来就有各自优势场景,不同流派思路只是侧重点不同,大家开心就好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655357880","repostId":"655356321","repostType":1,"repost":{"id":655356321,"gmtCreate":1685332851163,"gmtModify":1685334750343,"author":{"id":"4142479600468640","authorId":"4142479600468640","name":"量化大师公","avatar":"https://static.tigerbbs.com/bca7cb01bcc041f29b91cac61ada746d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142479600468640","authorIdStr":"4142479600468640"},"themes":[],"title":"GPU是AI算力最优解吗,还有哪些公司能打破英伟达垄断地位?","htmlText":"个人认为英伟达的GPU未必是算力最优解,但在当前阶段是效费比最优解,而天下事怕就怕成本二字。 GPU X86架构能成为桌面主流,ARM能成为移动端主流是因为它们是算力最优解吗? 电动车能成为新能源主流,难道是因为电动车是新能源最优解吗? 以英伟达GPU为人工智能的算力支撑,除了英伟达的高性能GPU本身在算力方面的优势外,还有一个很重要的原因在于英伟达GPU是目前唯一可以持续稳定廉价且足量供应的优质算力工具,你别看A100显卡动不动大几万,H100动不动几十万,但这已经是目前最廉价的优质算力解决方案了,比它能算的方案比它贵出一大截,比它便宜的方案远远没它能算,说白了英伟达GPU的效费比是最好的,你其实根本就没得选。 之所以英伟达GPU会成为人工智能最具效费比的算力工具,这和人工智能最初的诞生环境有关。 人工智能 目前人工智能训练的基础大纲是反向传播算法,基于这套算法的梯度优化是人工智能训练的主流技术路径,反向传播算法之父辛顿在最初设计这套算法的时候,就是用英伟达的游戏显卡作为算力工具的,这导致这套算法和英伟达GPU具有天然的适配性,相当于是娘胎里带出来的优势,就像你问中国人为什么说中国话说的那么好,我怎么知道,从小在那么个环境里长大,说着说着自然就说的好了。 这种高适配性带来的优势就是高效费比,可以近似的理解为早年的主机游戏通过手工调整代码让游戏程序更适配于主机硬件,这让主机游戏可以在硬件参数逊于同时代PC的情况下,通过更好的适配性,让游戏的画面表现打平乃至超越同时代的PC。 这个道理其实国内也有人懂,当年百度和谷歌竞逐招募辛顿时,除了开出的价码比谷歌高外,还承诺在辛顿采购硬件上给予大量照顾,特别是辛顿孜孜以求的显卡。 另一方面英伟达在人工智能领域布局多年,其硬件的设计方案在数年前就针对人工智能的使用场景进行了针对性优化,连带着整个产业设计思路也越来越“亲人工智能化”,就连游","listText":"个人认为英伟达的GPU未必是算力最优解,但在当前阶段是效费比最优解,而天下事怕就怕成本二字。 GPU X86架构能成为桌面主流,ARM能成为移动端主流是因为它们是算力最优解吗? 电动车能成为新能源主流,难道是因为电动车是新能源最优解吗? 以英伟达GPU为人工智能的算力支撑,除了英伟达的高性能GPU本身在算力方面的优势外,还有一个很重要的原因在于英伟达GPU是目前唯一可以持续稳定廉价且足量供应的优质算力工具,你别看A100显卡动不动大几万,H100动不动几十万,但这已经是目前最廉价的优质算力解决方案了,比它能算的方案比它贵出一大截,比它便宜的方案远远没它能算,说白了英伟达GPU的效费比是最好的,你其实根本就没得选。 之所以英伟达GPU会成为人工智能最具效费比的算力工具,这和人工智能最初的诞生环境有关。 人工智能 目前人工智能训练的基础大纲是反向传播算法,基于这套算法的梯度优化是人工智能训练的主流技术路径,反向传播算法之父辛顿在最初设计这套算法的时候,就是用英伟达的游戏显卡作为算力工具的,这导致这套算法和英伟达GPU具有天然的适配性,相当于是娘胎里带出来的优势,就像你问中国人为什么说中国话说的那么好,我怎么知道,从小在那么个环境里长大,说着说着自然就说的好了。 这种高适配性带来的优势就是高效费比,可以近似的理解为早年的主机游戏通过手工调整代码让游戏程序更适配于主机硬件,这让主机游戏可以在硬件参数逊于同时代PC的情况下,通过更好的适配性,让游戏的画面表现打平乃至超越同时代的PC。 这个道理其实国内也有人懂,当年百度和谷歌竞逐招募辛顿时,除了开出的价码比谷歌高外,还承诺在辛顿采购硬件上给予大量照顾,特别是辛顿孜孜以求的显卡。 另一方面英伟达在人工智能领域布局多年,其硬件的设计方案在数年前就针对人工智能的使用场景进行了针对性优化,连带着整个产业设计思路也越来越“亲人工智能化”,就连游","text":"个人认为英伟达的GPU未必是算力最优解,但在当前阶段是效费比最优解,而天下事怕就怕成本二字。 GPU X86架构能成为桌面主流,ARM能成为移动端主流是因为它们是算力最优解吗? 电动车能成为新能源主流,难道是因为电动车是新能源最优解吗? 以英伟达GPU为人工智能的算力支撑,除了英伟达的高性能GPU本身在算力方面的优势外,还有一个很重要的原因在于英伟达GPU是目前唯一可以持续稳定廉价且足量供应的优质算力工具,你别看A100显卡动不动大几万,H100动不动几十万,但这已经是目前最廉价的优质算力解决方案了,比它能算的方案比它贵出一大截,比它便宜的方案远远没它能算,说白了英伟达GPU的效费比是最好的,你其实根本就没得选。 之所以英伟达GPU会成为人工智能最具效费比的算力工具,这和人工智能最初的诞生环境有关。 人工智能 目前人工智能训练的基础大纲是反向传播算法,基于这套算法的梯度优化是人工智能训练的主流技术路径,反向传播算法之父辛顿在最初设计这套算法的时候,就是用英伟达的游戏显卡作为算力工具的,这导致这套算法和英伟达GPU具有天然的适配性,相当于是娘胎里带出来的优势,就像你问中国人为什么说中国话说的那么好,我怎么知道,从小在那么个环境里长大,说着说着自然就说的好了。 这种高适配性带来的优势就是高效费比,可以近似的理解为早年的主机游戏通过手工调整代码让游戏程序更适配于主机硬件,这让主机游戏可以在硬件参数逊于同时代PC的情况下,通过更好的适配性,让游戏的画面表现打平乃至超越同时代的PC。 这个道理其实国内也有人懂,当年百度和谷歌竞逐招募辛顿时,除了开出的价码比谷歌高外,还承诺在辛顿采购硬件上给予大量照顾,特别是辛顿孜孜以求的显卡。 另一方面英伟达在人工智能领域布局多年,其硬件的设计方案在数年前就针对人工智能的使用场景进行了针对性优化,连带着整个产业设计思路也越来越“亲人工智能化”,就连游","images":[{"img":"https://static.tigerbbs.com/8b5d18b355b7c38b779d6d42f4f4ac5e","width":"1161","height":"800"},{"img":"https://static.tigerbbs.com/c4c23a3ee6b2f1967e56fef338a646a0","width":"889","height":"500"},{"img":"https://static.tigerbbs.com/9aecca20cb89784d00e1ba459c1bc438","width":"868","height":"500"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655356321","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655325688,"gmtCreate":1685329291244,"gmtModify":1685329293172,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"百度创始人、董事长兼首席执行官李彦宏26日在2023中关村论坛全体会议上谈及新一轮人工智能革命时表示,当下是一个以大模型为核心的人工智能新时代,大模型改变了人工智能,大模型即将改变世界。<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a>","listText":"百度创始人、董事长兼首席执行官李彦宏26日在2023中关村论坛全体会议上谈及新一轮人工智能革命时表示,当下是一个以大模型为核心的人工智能新时代,大模型改变了人工智能,大模型即将改变世界。<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a>","text":"百度创始人、董事长兼首席执行官李彦宏26日在2023中关村论坛全体会议上谈及新一轮人工智能革命时表示,当下是一个以大模型为核心的人工智能新时代,大模型改变了人工智能,大模型即将改变世界。$百度集团-SW(09888)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655325688","repostId":"655365228","repostType":1,"repost":{"id":655365228,"gmtCreate":1685324447764,"gmtModify":1685327386956,"author":{"id":"4142469560464300","authorId":"4142469560464300","name":"积至财经","avatar":"https://static.tigerbbs.com/f329e203402ab2abf4bae1ce57761cee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142469560464300","authorIdStr":"4142469560464300"},"themes":[],"title":"李彦宏表示,百度要做第一个把全部产品重做的企业,对此看待?","htmlText":"AI大模型改变世界毋庸置疑,人工智能已成为引领全球创新潮流的重要力量。 5月26日,李彦宏在2023中关村论坛发表了题为《大模型改变世界》的演讲,强调了大模型在人工智能领域的重要性,引起了行业内部的一片轰动。 接下来,我们将从为什么大模型技术能够引领新的产业浪潮、百度的技术优势等方面发表我的想法。 1、 为什么说大模型技术能改变世界 李彦宏认为,大模型引领了新的产业浪潮,并有望推动整个人工智能领域的革新。大模型确实具有较高的计算能力和生成能力,可以在广泛的领域内提供强大的解决方案,实现前所未有的效率和智能化水平。 我们来看看AI大模型技术的发展历程。从最初的Google的BERT模型到如今的ChatGPT,语言模型在短短几年时间里已经经历了多次飞跃。 这些模型的训练数据量越来越大,模型的能力也越来越强大。甚至可以自然语言处理、语音识别、机器翻译等领域,还可以应用于智能客服、智能家居、自动驾驶等领域。大模型还重新定义了人机交互方式,并有望成为未来人机交互的基础。 前几天和一个行业大佬还讨论过这个话题。大佬表示可以多留意三大产业机会:首先是应用层,大模型催生了AI原生应用,每一个行业都应该有属于自己的大模型;其次是模型层,未来的应用都将基于大模型来开发;最后是基础设施层,大模型将改变云计算的游戏规则。 作为一个自媒体创业者,我也是吃到了AI大模型的福利。之前我需要花一天写的稿子,我现在利用AI大模型2个小时轻松搞定。 撰稿人最怕没有灵感思路,于是我尝试用ChatGPT写文章选题,给了我很多创作灵感,让我的写作如鱼得水。我利用数据模型曾3个小时赚到了一千块,这是我之前想都不敢想的。 另外,AI大模型的诞生,也让较为简单机械的工作被取代。我之前帮某机构写宣传稿,后期被告知我的工作由AI取代。AI更像是一个“免费的百事通”。当然,我们需要与机器共生,学会利用它增加我们的效益,而不是二","listText":"AI大模型改变世界毋庸置疑,人工智能已成为引领全球创新潮流的重要力量。 5月26日,李彦宏在2023中关村论坛发表了题为《大模型改变世界》的演讲,强调了大模型在人工智能领域的重要性,引起了行业内部的一片轰动。 接下来,我们将从为什么大模型技术能够引领新的产业浪潮、百度的技术优势等方面发表我的想法。 1、 为什么说大模型技术能改变世界 李彦宏认为,大模型引领了新的产业浪潮,并有望推动整个人工智能领域的革新。大模型确实具有较高的计算能力和生成能力,可以在广泛的领域内提供强大的解决方案,实现前所未有的效率和智能化水平。 我们来看看AI大模型技术的发展历程。从最初的Google的BERT模型到如今的ChatGPT,语言模型在短短几年时间里已经经历了多次飞跃。 这些模型的训练数据量越来越大,模型的能力也越来越强大。甚至可以自然语言处理、语音识别、机器翻译等领域,还可以应用于智能客服、智能家居、自动驾驶等领域。大模型还重新定义了人机交互方式,并有望成为未来人机交互的基础。 前几天和一个行业大佬还讨论过这个话题。大佬表示可以多留意三大产业机会:首先是应用层,大模型催生了AI原生应用,每一个行业都应该有属于自己的大模型;其次是模型层,未来的应用都将基于大模型来开发;最后是基础设施层,大模型将改变云计算的游戏规则。 作为一个自媒体创业者,我也是吃到了AI大模型的福利。之前我需要花一天写的稿子,我现在利用AI大模型2个小时轻松搞定。 撰稿人最怕没有灵感思路,于是我尝试用ChatGPT写文章选题,给了我很多创作灵感,让我的写作如鱼得水。我利用数据模型曾3个小时赚到了一千块,这是我之前想都不敢想的。 另外,AI大模型的诞生,也让较为简单机械的工作被取代。我之前帮某机构写宣传稿,后期被告知我的工作由AI取代。AI更像是一个“免费的百事通”。当然,我们需要与机器共生,学会利用它增加我们的效益,而不是二","text":"AI大模型改变世界毋庸置疑,人工智能已成为引领全球创新潮流的重要力量。 5月26日,李彦宏在2023中关村论坛发表了题为《大模型改变世界》的演讲,强调了大模型在人工智能领域的重要性,引起了行业内部的一片轰动。 接下来,我们将从为什么大模型技术能够引领新的产业浪潮、百度的技术优势等方面发表我的想法。 1、 为什么说大模型技术能改变世界 李彦宏认为,大模型引领了新的产业浪潮,并有望推动整个人工智能领域的革新。大模型确实具有较高的计算能力和生成能力,可以在广泛的领域内提供强大的解决方案,实现前所未有的效率和智能化水平。 我们来看看AI大模型技术的发展历程。从最初的Google的BERT模型到如今的ChatGPT,语言模型在短短几年时间里已经经历了多次飞跃。 这些模型的训练数据量越来越大,模型的能力也越来越强大。甚至可以自然语言处理、语音识别、机器翻译等领域,还可以应用于智能客服、智能家居、自动驾驶等领域。大模型还重新定义了人机交互方式,并有望成为未来人机交互的基础。 前几天和一个行业大佬还讨论过这个话题。大佬表示可以多留意三大产业机会:首先是应用层,大模型催生了AI原生应用,每一个行业都应该有属于自己的大模型;其次是模型层,未来的应用都将基于大模型来开发;最后是基础设施层,大模型将改变云计算的游戏规则。 作为一个自媒体创业者,我也是吃到了AI大模型的福利。之前我需要花一天写的稿子,我现在利用AI大模型2个小时轻松搞定。 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想集团的科技实力,普通人一般情况下只是感知不到,所以会导致市场上的认识偏差,联想的真技术、硬实力,可以通过关注超算、液冷这些方面的资金人力物力的投入获取,建议研究下联想财报。","text":"$联想集团(00992)$ 联想集团的科技实力,普通人一般情况下只是感知不到,所以会导致市场上的认识偏差,联想的真技术、硬实力,可以通过关注超算、液冷这些方面的资金人力物力的投入获取,建议研究下联想财报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655012905","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":182637507,"gmtCreate":1623567676709,"gmtModify":1623567676709,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ZME\">$掌门教育(ZME)$</a>估值“低”不是天然就会长高,跟企业发展预期也是息息相关。掌门靠1对1起家,但也不是只有1对1,招股书很详细,多个赛道都有涉及,尤其是小班课目前劲头很足,拿捏住了1对1和小班课,在学习效果相关的模式都发展的很靠谱,未来一定会在行业格局大变中,谋得一定地位,立贴","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ZME\">$掌门教育(ZME)$</a>估值“低”不是天然就会长高,跟企业发展预期也是息息相关。掌门靠1对1起家,但也不是只有1对1,招股书很详细,多个赛道都有涉及,尤其是小班课目前劲头很足,拿捏住了1对1和小班课,在学习效果相关的模式都发展的很靠谱,未来一定会在行业格局大变中,谋得一定地位,立贴","text":"$掌门教育(ZME)$估值“低”不是天然就会长高,跟企业发展预期也是息息相关。掌门靠1对1起家,但也不是只有1对1,招股书很详细,多个赛道都有涉及,尤其是小班课目前劲头很足,拿捏住了1对1和小班课,在学习效果相关的模式都发展的很靠谱,未来一定会在行业格局大变中,谋得一定地位,立贴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":9,"repostSize":3,"link":"https://laohu8.com/post/182637507","isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553387701150566","authorId":"3553387701150566","name":"才神","avatar":"https://static.tigerbbs.com/fac8301d590c4dfdd3a0f722b51a2767","crmLevel":4,"crmLevelSwitch":0,"idStr":"3553387701150566","authorIdStr":"3553387701150566"},"content":"其实不要讲学区房,这一些私教或者说课外的辅导费用足够把小孩送到美国。接受更为精英,也更为纯正的英语教育。","text":"其实不要讲学区房,这一些私教或者说课外的辅导费用足够把小孩送到美国。接受更为精英,也更为纯正的英语教育。","html":"其实不要讲学区房,这一些私教或者说课外的辅导费用足够把小孩送到美国。接受更为精英,也更为纯正的英语教育。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638018310,"gmtCreate":1644984418565,"gmtModify":1644984418565,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>老虎环球基金持有万物新生(NYSE:RERE)股票从179万股增至1663万股。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>老虎环球基金持有万物新生(NYSE:RERE)股票从179万股增至1663万股。","text":"$万物新生(RERE)$老虎环球基金持有万物新生(NYSE:RERE)股票从179万股增至1663万股。","images":[{"img":"https://static.tigerbbs.com/da40f6ad688964914fe0850af6c73988","width":"1898","height":"798"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/638018310","isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099383414789030","authorId":"4099383414789030","name":"selfdrive","avatar":"https://static.tigerbbs.com/3d71c7fcc512246c4e29bccc9d99edd4","crmLevel":1,"crmLevelSwitch":0,"idStr":"4099383414789030","authorIdStr":"4099383414789030"},"content":"好了,今晚再跌就可以出清了,虽然还不是底部,但是很可能会输时间,已经完全接近预期了,bingo,那些没有听我善意提醒的,还是再说下,注意风险,好股票很多没必要搏这个,如果想翻盘,建议迅速沽空教育股,教育股还远远没有到底部,推荐朴新教育和瑞思教育,或许能帮助大家补回些损失!且行且珍重了!","text":"好了,今晚再跌就可以出清了,虽然还不是底部,但是很可能会输时间,已经完全接近预期了,bingo,那些没有听我善意提醒的,还是再说下,注意风险,好股票很多没必要搏这个,如果想翻盘,建议迅速沽空教育股,教育股还远远没有到底部,推荐朴新教育和瑞思教育,或许能帮助大家补回些损失!且行且珍重了!","html":"好了,今晚再跌就可以出清了,虽然还不是底部,但是很可能会输时间,已经完全接近预期了,bingo,那些没有听我善意提醒的,还是再说下,注意风险,好股票很多没必要搏这个,如果想翻盘,建议迅速沽空教育股,教育股还远远没有到底部,推荐朴新教育和瑞思教育,或许能帮助大家补回些损失!且行且珍重了!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":683594665,"gmtCreate":1656399856662,"gmtModify":1704864666387,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>真的吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>真的吗?","text":"$1药网(YI)$真的吗?","images":[{"img":"https://static.tigerbbs.com/22e96cb0de1863ad18e027a00c733e18","width":"1127","height":"134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/683594665","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":186421135462568,"gmtCreate":1686552193912,"gmtModify":1686552196047,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"东亚地区整体出口情况都不好,不止中国大陆的情况不好,看来是欧美的需求崩了。2023年5月份,越南商品出口额约达290.5亿美元,同比下降4.3%;进口额约达268.1亿美元,同比下降6.4%。台湾省5月出口361.3亿美元,较上年同月减14.1%(按新台币计算减10.7%);5月进口312.5亿美元,较上年同月减21.7%(按新台币计算减18.7%)。韩国5月出口同比减少15.2%,为522.4亿美元;5月进口同比减少14%,为543.4亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/BK6027\">$贸易公司与经销商(BK6027)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>","listText":"东亚地区整体出口情况都不好,不止中国大陆的情况不好,看来是欧美的需求崩了。2023年5月份,越南商品出口额约达290.5亿美元,同比下降4.3%;进口额约达268.1亿美元,同比下降6.4%。台湾省5月出口361.3亿美元,较上年同月减14.1%(按新台币计算减10.7%);5月进口312.5亿美元,较上年同月减21.7%(按新台币计算减18.7%)。韩国5月出口同比减少15.2%,为522.4亿美元;5月进口同比减少14%,为543.4亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/BK6027\">$贸易公司与经销商(BK6027)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>","text":"东亚地区整体出口情况都不好,不止中国大陆的情况不好,看来是欧美的需求崩了。2023年5月份,越南商品出口额约达290.5亿美元,同比下降4.3%;进口额约达268.1亿美元,同比下降6.4%。台湾省5月出口361.3亿美元,较上年同月减14.1%(按新台币计算减10.7%);5月进口312.5亿美元,较上年同月减21.7%(按新台币计算减18.7%)。韩国5月出口同比减少15.2%,为522.4亿美元;5月进口同比减少14%,为543.4亿美元。 $贸易公司与经销商(BK6027)$ $上证指数(000001.SH)$ $恒生指数(HSI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/186421135462568","isVote":1,"tweetType":1,"viewCount":3113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010317","authorId":"10000000000010317","name":"俯瞰繁华","avatar":"https://static.tigerbbs.com/3bf13db70d947837660ca66bb9b8e299","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010317","authorIdStr":"10000000000010317"},"content":"基本面虽然一般般,但对于贸易公司与经销商来说,或许还是可以抓住机会的","text":"基本面虽然一般般,但对于贸易公司与经销商来说,或许还是可以抓住机会的","html":"基本面虽然一般般,但对于贸易公司与经销商来说,或许还是可以抓住机会的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184925080498304,"gmtCreate":1686187051265,"gmtModify":1686188727457,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"降息打开金特估大门 目前官方媒体已经基本证实了要降息,那么这月15号的mlf和20号的lpr都会降。意义重大。此前因为等美联储加息结束,一直从年初等到现在,结果实在等不下去了,经济再不出手救助,数据会越来越不好看,信心会越来越差。已经不能再等了。 降息是至关重要的节点,代表着货币宽松向实体渗透效果转化,代表着企业成本的下降,居民按揭成本进一步下降,激发市场活力。降息就意味着向低估值高股息的蓝筹行情转换坐实了,事实上资金往这个方向转移已经多日,金特估在创业板深成指下跌时表现不弱。由于还在吸筹阶段,所以仍然时有打压。 当然降息官方宣布前仍然可能会作妖下,14年11月21日宣布降息,但是之前几天连跌五天,其实就是没什么跌的理由,有意打压建仓。但是由于这场降息已经憋太久了,已经到了无法隐瞒的地步,所以金特估行情如果这两天起来,也不要惊讶。 资金就像个大转盘,创业板缩量调整深成指缩量调整不会影响上证指数行情,相反会成为资金追捧的方向,像当初Ai一样。<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/150152\">$创业板A(150152)$ </a>","listText":"降息打开金特估大门 目前官方媒体已经基本证实了要降息,那么这月15号的mlf和20号的lpr都会降。意义重大。此前因为等美联储加息结束,一直从年初等到现在,结果实在等不下去了,经济再不出手救助,数据会越来越不好看,信心会越来越差。已经不能再等了。 降息是至关重要的节点,代表着货币宽松向实体渗透效果转化,代表着企业成本的下降,居民按揭成本进一步下降,激发市场活力。降息就意味着向低估值高股息的蓝筹行情转换坐实了,事实上资金往这个方向转移已经多日,金特估在创业板深成指下跌时表现不弱。由于还在吸筹阶段,所以仍然时有打压。 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$创业板A(150152)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/184925080498304","isVote":1,"tweetType":1,"viewCount":2593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010319","authorId":"10000000000010319","name":"仟陆枫","avatar":"https://static.tigerbbs.com/9d7e70aa1806668992dc40e71ec5d493","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010319","authorIdStr":"10000000000010319"},"content":"降息是肯定得降了,关键就是得看幅度。","text":"降息是肯定得降了,关键就是得看幅度。","html":"降息是肯定得降了,关键就是得看幅度。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397338785,"gmtCreate":1608180068147,"gmtModify":1703851598576,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 体验了一把拉升感觉,加油!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 体验了一把拉升感觉,加油!","text":"$趣头条(QTT)$ 体验了一把拉升感觉,加油!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/397338785","repostId":"397390988","repostType":1,"repost":{"id":397390988,"gmtCreate":1608176223744,"gmtModify":1703851577889,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"趣头条财报图解|净亏损同比收窄69.7%;其他业务营收同比增长165.9%","htmlText":"财报划重点:· Q3广告和营销业务营收为10.628亿元,其他业务同比增长165.9%为6720万元。· Q3净亏损为2.694亿元,较去年同期收窄69.7%· Q3毛利率为67%,去年同期为65%。· 运营亏损率同比去年的60.0%收窄至9.7%,用户获取费用为3.859亿元。12月17日,趣头条正式发布了2020年第三季度财报。财报显示,第三季度营业收入11.3亿元,去年同期为14.069亿元;净亏损为2.694亿元,较上年同期的净亏损8.884亿元收窄69.7%。运营亏损率同比去年的60.0%收窄至9.7%。一、 Q3广告和营销业务营收为10.628亿元,其他业务同比增长165.9%为6720万元。趣头条2020年Q3营收11.3亿元,去年同期为14.069亿元。其中,广告和营销业务营收为10.628亿元;其他业务营收为6720万元,较去年同期2530万元增长165.9%。Q2营收14.4亿元,去年同期13.9亿元;Q1营收为14.1亿元,去年同期11.2亿元。二、Q3净亏损为2.694亿元,较去年同期收窄69.7%趣头条2020年Q3净亏损为2.694亿元,较去年同期净亏损8.884亿元收窄69.7%;Q2净亏损为22.2亿元,去年同期净亏损56.1亿元;Q1净亏损53.2亿元,去年同期68.9亿元。三、Q3毛利率为67%,去年同期为65%。趣头条2020年Q3毛利率为67%,去年同期为65%;Q2毛利率为72%,去年同期为74%;Q1毛利率为67%,去年同期75%。四、运营亏损率同比去年的60.0%收窄至9.7%,用户获取费用为3.859亿元。趣头条Q3运营亏损率同比去年的60.0%收窄至9.7%。用户获取费用为3.859亿元。用户获取费用包括口碑推荐成本和第三方营销成本。新安装用户获取费用为5.73元,环比上升73.9%,季度环比增长反映了流量获取的重点转移。其","listText":"财报划重点:· Q3广告和营销业务营收为10.628亿元,其他业务同比增长165.9%为6720万元。· Q3净亏损为2.694亿元,较去年同期收窄69.7%· Q3毛利率为67%,去年同期为65%。· 运营亏损率同比去年的60.0%收窄至9.7%,用户获取费用为3.859亿元。12月17日,趣头条正式发布了2020年第三季度财报。财报显示,第三季度营业收入11.3亿元,去年同期为14.069亿元;净亏损为2.694亿元,较上年同期的净亏损8.884亿元收窄69.7%。运营亏损率同比去年的60.0%收窄至9.7%。一、 Q3广告和营销业务营收为10.628亿元,其他业务同比增长165.9%为6720万元。趣头条2020年Q3营收11.3亿元,去年同期为14.069亿元。其中,广告和营销业务营收为10.628亿元;其他业务营收为6720万元,较去年同期2530万元增长165.9%。Q2营收14.4亿元,去年同期13.9亿元;Q1营收为14.1亿元,去年同期11.2亿元。二、Q3净亏损为2.694亿元,较去年同期收窄69.7%趣头条2020年Q3净亏损为2.694亿元,较去年同期净亏损8.884亿元收窄69.7%;Q2净亏损为22.2亿元,去年同期净亏损56.1亿元;Q1净亏损53.2亿元,去年同期68.9亿元。三、Q3毛利率为67%,去年同期为65%。趣头条2020年Q3毛利率为67%,去年同期为65%;Q2毛利率为72%,去年同期为74%;Q1毛利率为67%,去年同期75%。四、运营亏损率同比去年的60.0%收窄至9.7%,用户获取费用为3.859亿元。趣头条Q3运营亏损率同比去年的60.0%收窄至9.7%。用户获取费用为3.859亿元。用户获取费用包括口碑推荐成本和第三方营销成本。新安装用户获取费用为5.73元,环比上升73.9%,季度环比增长反映了流量获取的重点转移。其","text":"财报划重点:· Q3广告和营销业务营收为10.628亿元,其他业务同比增长165.9%为6720万元。· Q3净亏损为2.694亿元,较去年同期收窄69.7%· Q3毛利率为67%,去年同期为65%。· 运营亏损率同比去年的60.0%收窄至9.7%,用户获取费用为3.859亿元。12月17日,趣头条正式发布了2020年第三季度财报。财报显示,第三季度营业收入11.3亿元,去年同期为14.069亿元;净亏损为2.694亿元,较上年同期的净亏损8.884亿元收窄69.7%。运营亏损率同比去年的60.0%收窄至9.7%。一、 Q3广告和营销业务营收为10.628亿元,其他业务同比增长165.9%为6720万元。趣头条2020年Q3营收11.3亿元,去年同期为14.069亿元。其中,广告和营销业务营收为10.628亿元;其他业务营收为6720万元,较去年同期2530万元增长165.9%。Q2营收14.4亿元,去年同期13.9亿元;Q1营收为14.1亿元,去年同期11.2亿元。二、Q3净亏损为2.694亿元,较去年同期收窄69.7%趣头条2020年Q3净亏损为2.694亿元,较去年同期净亏损8.884亿元收窄69.7%;Q2净亏损为22.2亿元,去年同期净亏损56.1亿元;Q1净亏损53.2亿元,去年同期68.9亿元。三、Q3毛利率为67%,去年同期为65%。趣头条2020年Q3毛利率为67%,去年同期为65%;Q2毛利率为72%,去年同期为74%;Q1毛利率为67%,去年同期75%。四、运营亏损率同比去年的60.0%收窄至9.7%,用户获取费用为3.859亿元。趣头条Q3运营亏损率同比去年的60.0%收窄至9.7%。用户获取费用为3.859亿元。用户获取费用包括口碑推荐成本和第三方营销成本。新安装用户获取费用为5.73元,环比上升73.9%,季度环比增长反映了流量获取的重点转移。其","images":[{"img":"https://static.tigerbbs.com/b5e6d098a61e7342e64b52d472ab7a02","width":"640","height":"422"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397390988","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236077911990440,"gmtCreate":1698658136763,"gmtModify":1698658456543,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a 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搞起来啊,考虑再入点,你们觉得呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/392583772","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650371471,"gmtCreate":1678945733193,"gmtModify":1678945734431,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就不明白了,接下来这怎么玩?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就不明白了,接下来这怎么玩?","text":"$特斯拉(TSLA)$ 就不明白了,接下来这怎么玩?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650371471","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605376140,"gmtCreate":1639123288556,"gmtModify":1639123288556,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a> 今晚继续,等会看看盘前!!!!!!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a> 今晚继续,等会看看盘前!!!!!!","text":"$万物新生(RERE)$ 今晚继续,等会看看盘前!!!!!!","images":[{"img":"https://static.tigerbbs.com/9d0fb62bfcb41fca04bfa7933cac4d12","width":"828","height":"779"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605376140","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368240731828528,"gmtCreate":1730950524540,"gmtModify":1730950526427,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"请大家给科技股多点耐心,而且阿里巴巴、百度、达飞集团和一家宁波市政府基金为基石投资者,认购总额达到约2.2亿美元(约合17亿港元)。地平线作为智能驾驶独角兽,长期价值不言而喻。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","listText":"请大家给科技股多点耐心,而且阿里巴巴、百度、达飞集团和一家宁波市政府基金为基石投资者,认购总额达到约2.2亿美元(约合17亿港元)。地平线作为智能驾驶独角兽,长期价值不言而喻。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","text":"请大家给科技股多点耐心,而且阿里巴巴、百度、达飞集团和一家宁波市政府基金为基石投资者,认购总额达到约2.2亿美元(约合17亿港元)。地平线作为智能驾驶独角兽,长期价值不言而喻。 $地平线机器人-W(09660)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368240731828528","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090494275942120","authorId":"4090494275942120","name":"蓝色高跟鞋","avatar":"https://static.tigerbbs.com/3328af141c509b0533196727d2b01a77","crmLevel":1,"crmLevelSwitch":0,"idStr":"4090494275942120","authorIdStr":"4090494275942120"},"content":"明明高估了很多很多,和英伟达差远了,阿里基石也就3块钱","text":"明明高估了很多很多,和英伟达差远了,阿里基石也就3块钱","html":"明明高估了很多很多,和英伟达差远了,阿里基石也就3块钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325223293350144,"gmtCreate":1720429274657,"gmtModify":1720430225045,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>机会都是跌出来的,现价2.92,是机会吗","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>机会都是跌出来的,现价2.92,是机会吗","text":"$嘀嗒出行(02559)$机会都是跌出来的,现价2.92,是机会吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325223293350144","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578915251371542","authorId":"3578915251371542","name":"天才一一","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3578915251371542","authorIdStr":"3578915251371542"},"content":"你敢买,就跌倒1快5给你看[开心]","text":"你敢买,就跌倒1快5给你看[开心]","html":"你敢买,就跌倒1快5给你看[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828508064,"gmtCreate":1633920615534,"gmtModify":1633920615534,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"诺基亚重生了?","listText":"诺基亚重生了?","text":"诺基亚重生了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828508064","repostId":"828389092","repostType":1,"repost":{"id":828389092,"gmtCreate":1633844109246,"gmtModify":1633943364400,"author":{"id":"3537762198903911","authorId":"3537762198903911","name":"JU说","avatar":"https://static.tigerbbs.com/c6d211c9e1558475c2475477756bc03a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3537762198903911","authorIdStr":"3537762198903911"},"themes":[],"title":"不同时空下的王者——诺基亚","htmlText":"欢迎关注公众号-【JU说】 时光荏苒,当我再次接触到诺基亚的时候是今年2月份,群里的朋友介绍诺基亚已经重生,要不要考虑持有诺基亚($NOK)?但是当提到诺基亚这3个字的时候,大部分同学都惊讶的表示,诺基亚不是已经“死了吗”?现在也就偶尔出些不怎么卖得出去的手机,或者说功能机/老人机卖得还不错,怎么就重生了呢?其实不然,我们了解的诺基亚仅仅是过去做手机的诺基亚,而现在的诺基亚,已经悄然转变成另一个行业领域的老大!我们熟知的诺基亚2011年开始之前,诺基亚仍是2010年全球智能手机出货量冠军,市占率高达33.1%,塞班系统也仍是智能手机用户中使用率最高的移动端操作系统,最高时达到了34.51%。诺基亚功能机由于iPhone的横空出世,我们也知道后来的结果。只不过这个过程中发生了一些故事,挺有意思的。首先,决定诺基亚成败的是操作系统。当时诺基亚的操作系统是塞班系统,运行于各种屏幕尺寸以及键盘加持的手机上,相对于iPhone的iOS系统来说,塞班就没有那么好用,且对于开发者来说开发门槛较高。于是乎,诺基亚选择了和英特尔联手打造一款新的操作系统MeeGo,从头打造一款操作系统的难度超出想象,项目的进度一拖再拖。与此同时,谷歌收购安卓并且随着htc等厂商的崛起,诺基亚内心的煎熬可想而知。最后我们都知道了诺基亚选择了微软进行联手,使用微软的windows phone系统。但此时的微软windows phone是一个刚刚出炉的系统,没有任何其他手机厂商的支持,并且微软将自己的副总裁送到了诺基亚,成为诺基亚的CEO,仅仅两年的时间,诺基亚手机帝国彻底颠覆,曾经的世界第一被以37.9亿欧元的超低价格出售给了微软。更有意思的是,这个微软出来的诺基亚CEO,最后又回到了微软,继续成为微软的副总裁。微软主导的的这场戏真的是漂亮。诺基亚时任CEO 斯蒂芬·埃洛普到今天为止,仍然应该有很多人跟我当初的想","listText":"欢迎关注公众号-【JU说】 时光荏苒,当我再次接触到诺基亚的时候是今年2月份,群里的朋友介绍诺基亚已经重生,要不要考虑持有诺基亚($NOK)?但是当提到诺基亚这3个字的时候,大部分同学都惊讶的表示,诺基亚不是已经“死了吗”?现在也就偶尔出些不怎么卖得出去的手机,或者说功能机/老人机卖得还不错,怎么就重生了呢?其实不然,我们了解的诺基亚仅仅是过去做手机的诺基亚,而现在的诺基亚,已经悄然转变成另一个行业领域的老大!我们熟知的诺基亚2011年开始之前,诺基亚仍是2010年全球智能手机出货量冠军,市占率高达33.1%,塞班系统也仍是智能手机用户中使用率最高的移动端操作系统,最高时达到了34.51%。诺基亚功能机由于iPhone的横空出世,我们也知道后来的结果。只不过这个过程中发生了一些故事,挺有意思的。首先,决定诺基亚成败的是操作系统。当时诺基亚的操作系统是塞班系统,运行于各种屏幕尺寸以及键盘加持的手机上,相对于iPhone的iOS系统来说,塞班就没有那么好用,且对于开发者来说开发门槛较高。于是乎,诺基亚选择了和英特尔联手打造一款新的操作系统MeeGo,从头打造一款操作系统的难度超出想象,项目的进度一拖再拖。与此同时,谷歌收购安卓并且随着htc等厂商的崛起,诺基亚内心的煎熬可想而知。最后我们都知道了诺基亚选择了微软进行联手,使用微软的windows phone系统。但此时的微软windows phone是一个刚刚出炉的系统,没有任何其他手机厂商的支持,并且微软将自己的副总裁送到了诺基亚,成为诺基亚的CEO,仅仅两年的时间,诺基亚手机帝国彻底颠覆,曾经的世界第一被以37.9亿欧元的超低价格出售给了微软。更有意思的是,这个微软出来的诺基亚CEO,最后又回到了微软,继续成为微软的副总裁。微软主导的的这场戏真的是漂亮。诺基亚时任CEO 斯蒂芬·埃洛普到今天为止,仍然应该有很多人跟我当初的想","text":"欢迎关注公众号-【JU说】 时光荏苒,当我再次接触到诺基亚的时候是今年2月份,群里的朋友介绍诺基亚已经重生,要不要考虑持有诺基亚($NOK)?但是当提到诺基亚这3个字的时候,大部分同学都惊讶的表示,诺基亚不是已经“死了吗”?现在也就偶尔出些不怎么卖得出去的手机,或者说功能机/老人机卖得还不错,怎么就重生了呢?其实不然,我们了解的诺基亚仅仅是过去做手机的诺基亚,而现在的诺基亚,已经悄然转变成另一个行业领域的老大!我们熟知的诺基亚2011年开始之前,诺基亚仍是2010年全球智能手机出货量冠军,市占率高达33.1%,塞班系统也仍是智能手机用户中使用率最高的移动端操作系统,最高时达到了34.51%。诺基亚功能机由于iPhone的横空出世,我们也知道后来的结果。只不过这个过程中发生了一些故事,挺有意思的。首先,决定诺基亚成败的是操作系统。当时诺基亚的操作系统是塞班系统,运行于各种屏幕尺寸以及键盘加持的手机上,相对于iPhone的iOS系统来说,塞班就没有那么好用,且对于开发者来说开发门槛较高。于是乎,诺基亚选择了和英特尔联手打造一款新的操作系统MeeGo,从头打造一款操作系统的难度超出想象,项目的进度一拖再拖。与此同时,谷歌收购安卓并且随着htc等厂商的崛起,诺基亚内心的煎熬可想而知。最后我们都知道了诺基亚选择了微软进行联手,使用微软的windows phone系统。但此时的微软windows phone是一个刚刚出炉的系统,没有任何其他手机厂商的支持,并且微软将自己的副总裁送到了诺基亚,成为诺基亚的CEO,仅仅两年的时间,诺基亚手机帝国彻底颠覆,曾经的世界第一被以37.9亿欧元的超低价格出售给了微软。更有意思的是,这个微软出来的诺基亚CEO,最后又回到了微软,继续成为微软的副总裁。微软主导的的这场戏真的是漂亮。诺基亚时任CEO 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商务部部长王文涛今日表示,传统消费这一块还有很大潜力,经常讲的家电家具还有汽车、餐饮也算消费的“四大金刚”,占社零总额的1/4左右。比如,推动汽车由购买管理向使用管理转变,特别是扩大二手车流通,这段时间在专门研究二手车,促进消费的梯次消费、循环消费。二手市场也是今后一个很大的市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835379399","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367329422,"gmtCreate":1614911734966,"gmtModify":1703482879177,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545123229073871","authorIdStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 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