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kivin
05-01
进一步理解英伟达未来的市场份额会是一个什么水平。 为什么2c业务往往很难一家独大?比方说,移动市场里苹果做得那么好,总能用到台积电最先进工艺,多年来还是干不死android系?诺基亚当年那么卷时还有个摩托罗拉,PC市场也总有个AMD凑热闹即便快破产时也没出局,游戏主机市场也难以一家独大。做得最好的算是windows了,但其巅峰时的对手mac也没举白旗。等等等等。 而2b市场,当年英特尔咋就做到了99%的服务器市场份额?为什么后来AMD即便用上了台积电先进工艺,设计也领先了英特尔,却也就至多抢下来三成的数据中心市场,为啥没能复制当年英特尔的奇迹?2b市场往往有这种一家独大的情况,比如asml,以及代工厂台积电,甚至富士康,它们是如何做到的?虽然2b领域也有另一种均衡形态,比如fpga市场,赛灵思为啥就没能把altera消灭,最后市场格局能容纳下两个寡头?为啥存储市场也形成了寡头格局,未能完成赢者通吃? 这其中决定市场终局份额的秘辛是啥?想明白这一点,也就能理解英伟达未来在AI市场里份额水平了。
kivin
06-05
高端纯电车型很能打,建立起了品牌力,客户群里状况稳定,有望保持良好势头。 蔚来度过了“最好的5月”,交付汽车20544辆,同比增幅高达234%,创下月度新高,可喜可贺。 蔚来称,5月交付12164辆高端智能电动SUV以及8380辆高端智能电动轿车。5月16日,蔚来还推出了第二个智能电动汽车品牌乐道L60,预售价21.99万元。
kivin
06-25
$Faraday Future(FFIE)$
上市不到3年,前两次1/80、1/3反向拆股、这次再来个1/40就三次了,这些骚操作真是太牛皮了!附加再度提交增发股本议案就更是……哈哈😂,之前可是信誓旦旦不再增发的,骚的是话术“除非经董事会批准”,……不愧为新概念中文太师。
kivin
05-06
$苹果(AAPL)$
本身历年就有常规回购,还来玩数字游戏说什么额外回购,这估值水平下不看好回购和股价表现。
kivin
06-20
需要时间需要空间,自然有长牛行情
kivin
06-12
$苹果(AAPL)$
AIPC 的催化可多啦,像高通这些企业,在大会和自己的宣传中都会重点讲 AIPC,高通、英特尔、AMD、联想、惠普等等终端厂芯片厂都会去讲去推,所以它的催化很多。同样的ai手机,三星推出了 AI 手机,而且卖得还不错呢!但大家真正关注的是苹果啦。因为苹果今年手机压力大,你看国内苹果一直在打折,618 的力度更是大得很,把销量都拉上来了。但从苹果历史来看,以价换量是它没办法的办法啦。那它把今年的困难期度过后,苹果 16 肯定不行了,更多会去发力苹果 17,苹果 17 手机的最大看点肯定是 AI 啦。
kivin
05-08
木头真的是在抄底嘛?还是掩护撤退呢
kivin
05-01
temu可能受制于政策变化,短期通胀压力应该能乐观一点,但之后的市场规则面临一定的不确定性,总体需求前景值得期待,就看监管规则的长期演变如何。
kivin
05-01
磨底阶段吧,熬出头的区域龙头高效率的空间还是不会小的。
kivin
02-22
$特斯拉(TSLA)$
稳住稳住反弹反弹还会开启下跌
去老虎APP查看更多动态
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蔚来度过了“最好的5月”,交付汽车20544辆,同比增幅高达234%,创下月度新高,可喜可贺。 蔚来称,5月交付12164辆高端智能电动SUV以及8380辆高端智能电动轿车。5月16日,蔚来还推出了第二个智能电动汽车品牌乐道L60,预售价21.99万元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/313468044861728","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"99188936279696","authorId":"99188936279696","name":"拉格朗日de超级碗","avatar":"https://static.tigerbbs.com/93d641f03b64a5595abbc3187a9acd41","crmLevel":9,"crmLevelSwitch":0},"content":"你讲这么多,股价怎么不涨呢","text":"你讲这么多,股价怎么不涨呢","html":"你讲这么多,股价怎么不涨呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303649775005880,"gmtCreate":1715153499926,"gmtModify":1715153501809,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"木头真的是在抄底嘛?还是掩护撤退呢","listText":"木头真的是在抄底嘛?还是掩护撤退呢","text":"木头真的是在抄底嘛?还是掩护撤退呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303649775005880","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302893076496632,"gmtCreate":1714954590898,"gmtModify":1714954592589,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>本身历年就有常规回购,还来玩数字游戏说什么额外回购,这估值水平下不看好回购和股价表现。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>本身历年就有常规回购,还来玩数字游戏说什么额外回购,这估值水平下不看好回购和股价表现。","text":"$苹果(AAPL)$ 本身历年就有常规回购,还来玩数字游戏说什么额外回购,这估值水平下不看好回购和股价表现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302893076496632","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301315779367136,"gmtCreate":1714569569109,"gmtModify":1714569650078,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"进一步理解英伟达未来的市场份额会是一个什么水平。 为什么2c业务往往很难一家独大?比方说,移动市场里苹果做得那么好,总能用到台积电最先进工艺,多年来还是干不死android系?诺基亚当年那么卷时还有个摩托罗拉,PC市场也总有个AMD凑热闹即便快破产时也没出局,游戏主机市场也难以一家独大。做得最好的算是windows了,但其巅峰时的对手mac也没举白旗。等等等等。 而2b市场,当年英特尔咋就做到了99%的服务器市场份额?为什么后来AMD即便用上了台积电先进工艺,设计也领先了英特尔,却也就至多抢下来三成的数据中心市场,为啥没能复制当年英特尔的奇迹?2b市场往往有这种一家独大的情况,比如asml,以及代工厂台积电,甚至富士康,它们是如何做到的?虽然2b领域也有另一种均衡形态,比如fpga市场,赛灵思为啥就没能把altera消灭,最后市场格局能容纳下两个寡头?为啥存储市场也形成了寡头格局,未能完成赢者通吃? 这其中决定市场终局份额的秘辛是啥?想明白这一点,也就能理解英伟达未来在AI市场里份额水平了。","listText":"进一步理解英伟达未来的市场份额会是一个什么水平。 为什么2c业务往往很难一家独大?比方说,移动市场里苹果做得那么好,总能用到台积电最先进工艺,多年来还是干不死android系?诺基亚当年那么卷时还有个摩托罗拉,PC市场也总有个AMD凑热闹即便快破产时也没出局,游戏主机市场也难以一家独大。做得最好的算是windows了,但其巅峰时的对手mac也没举白旗。等等等等。 而2b市场,当年英特尔咋就做到了99%的服务器市场份额?为什么后来AMD即便用上了台积电先进工艺,设计也领先了英特尔,却也就至多抢下来三成的数据中心市场,为啥没能复制当年英特尔的奇迹?2b市场往往有这种一家独大的情况,比如asml,以及代工厂台积电,甚至富士康,它们是如何做到的?虽然2b领域也有另一种均衡形态,比如fpga市场,赛灵思为啥就没能把altera消灭,最后市场格局能容纳下两个寡头?为啥存储市场也形成了寡头格局,未能完成赢者通吃? 这其中决定市场终局份额的秘辛是啥?想明白这一点,也就能理解英伟达未来在AI市场里份额水平了。","text":"进一步理解英伟达未来的市场份额会是一个什么水平。 为什么2c业务往往很难一家独大?比方说,移动市场里苹果做得那么好,总能用到台积电最先进工艺,多年来还是干不死android系?诺基亚当年那么卷时还有个摩托罗拉,PC市场也总有个AMD凑热闹即便快破产时也没出局,游戏主机市场也难以一家独大。做得最好的算是windows了,但其巅峰时的对手mac也没举白旗。等等等等。 而2b市场,当年英特尔咋就做到了99%的服务器市场份额?为什么后来AMD即便用上了台积电先进工艺,设计也领先了英特尔,却也就至多抢下来三成的数据中心市场,为啥没能复制当年英特尔的奇迹?2b市场往往有这种一家独大的情况,比如asml,以及代工厂台积电,甚至富士康,它们是如何做到的?虽然2b领域也有另一种均衡形态,比如fpga市场,赛灵思为啥就没能把altera消灭,最后市场格局能容纳下两个寡头?为啥存储市场也形成了寡头格局,未能完成赢者通吃? 这其中决定市场终局份额的秘辛是啥?想明白这一点,也就能理解英伟达未来在AI市场里份额水平了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301315779367136","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301315124314256,"gmtCreate":1714569346213,"gmtModify":1714569513300,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"temu可能受制于政策变化,短期通胀压力应该能乐观一点,但之后的市场规则面临一定的不确定性,总体需求前景值得期待,就看监管规则的长期演变如何。","listText":"temu可能受制于政策变化,短期通胀压力应该能乐观一点,但之后的市场规则面临一定的不确定性,总体需求前景值得期待,就看监管规则的长期演变如何。","text":"temu可能受制于政策变化,短期通胀压力应该能乐观一点,但之后的市场规则面临一定的不确定性,总体需求前景值得期待,就看监管规则的长期演变如何。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301315124314256","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301070771712296,"gmtCreate":1714509770774,"gmtModify":1714509949534,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"磨底阶段吧,熬出头的区域龙头高效率的空间还是不会小的。","listText":"磨底阶段吧,熬出头的区域龙头高效率的空间还是不会小的。","text":"磨底阶段吧,熬出头的区域龙头高效率的空间还是不会小的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301070771712296","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276750861996184,"gmtCreate":1708585699548,"gmtModify":1708586773940,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>稳住稳住反弹反弹还会开启下跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>稳住稳住反弹反弹还会开启下跌","text":"$特斯拉(TSLA)$ 稳住稳住反弹反弹还会开启下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276750861996184","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":301315779367136,"gmtCreate":1714569569109,"gmtModify":1714569650078,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"进一步理解英伟达未来的市场份额会是一个什么水平。 为什么2c业务往往很难一家独大?比方说,移动市场里苹果做得那么好,总能用到台积电最先进工艺,多年来还是干不死android系?诺基亚当年那么卷时还有个摩托罗拉,PC市场也总有个AMD凑热闹即便快破产时也没出局,游戏主机市场也难以一家独大。做得最好的算是windows了,但其巅峰时的对手mac也没举白旗。等等等等。 而2b市场,当年英特尔咋就做到了99%的服务器市场份额?为什么后来AMD即便用上了台积电先进工艺,设计也领先了英特尔,却也就至多抢下来三成的数据中心市场,为啥没能复制当年英特尔的奇迹?2b市场往往有这种一家独大的情况,比如asml,以及代工厂台积电,甚至富士康,它们是如何做到的?虽然2b领域也有另一种均衡形态,比如fpga市场,赛灵思为啥就没能把altera消灭,最后市场格局能容纳下两个寡头?为啥存储市场也形成了寡头格局,未能完成赢者通吃? 这其中决定市场终局份额的秘辛是啥?想明白这一点,也就能理解英伟达未来在AI市场里份额水平了。","listText":"进一步理解英伟达未来的市场份额会是一个什么水平。 为什么2c业务往往很难一家独大?比方说,移动市场里苹果做得那么好,总能用到台积电最先进工艺,多年来还是干不死android系?诺基亚当年那么卷时还有个摩托罗拉,PC市场也总有个AMD凑热闹即便快破产时也没出局,游戏主机市场也难以一家独大。做得最好的算是windows了,但其巅峰时的对手mac也没举白旗。等等等等。 而2b市场,当年英特尔咋就做到了99%的服务器市场份额?为什么后来AMD即便用上了台积电先进工艺,设计也领先了英特尔,却也就至多抢下来三成的数据中心市场,为啥没能复制当年英特尔的奇迹?2b市场往往有这种一家独大的情况,比如asml,以及代工厂台积电,甚至富士康,它们是如何做到的?虽然2b领域也有另一种均衡形态,比如fpga市场,赛灵思为啥就没能把altera消灭,最后市场格局能容纳下两个寡头?为啥存储市场也形成了寡头格局,未能完成赢者通吃? 这其中决定市场终局份额的秘辛是啥?想明白这一点,也就能理解英伟达未来在AI市场里份额水平了。","text":"进一步理解英伟达未来的市场份额会是一个什么水平。 为什么2c业务往往很难一家独大?比方说,移动市场里苹果做得那么好,总能用到台积电最先进工艺,多年来还是干不死android系?诺基亚当年那么卷时还有个摩托罗拉,PC市场也总有个AMD凑热闹即便快破产时也没出局,游戏主机市场也难以一家独大。做得最好的算是windows了,但其巅峰时的对手mac也没举白旗。等等等等。 而2b市场,当年英特尔咋就做到了99%的服务器市场份额?为什么后来AMD即便用上了台积电先进工艺,设计也领先了英特尔,却也就至多抢下来三成的数据中心市场,为啥没能复制当年英特尔的奇迹?2b市场往往有这种一家独大的情况,比如asml,以及代工厂台积电,甚至富士康,它们是如何做到的?虽然2b领域也有另一种均衡形态,比如fpga市场,赛灵思为啥就没能把altera消灭,最后市场格局能容纳下两个寡头?为啥存储市场也形成了寡头格局,未能完成赢者通吃? 这其中决定市场终局份额的秘辛是啥?想明白这一点,也就能理解英伟达未来在AI市场里份额水平了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301315779367136","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313468044861728,"gmtCreate":1717546154847,"gmtModify":1717551026806,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":" 高端纯电车型很能打,建立起了品牌力,客户群里状况稳定,有望保持良好势头。 蔚来度过了“最好的5月”,交付汽车20544辆,同比增幅高达234%,创下月度新高,可喜可贺。 蔚来称,5月交付12164辆高端智能电动SUV以及8380辆高端智能电动轿车。5月16日,蔚来还推出了第二个智能电动汽车品牌乐道L60,预售价21.99万元。","listText":" 高端纯电车型很能打,建立起了品牌力,客户群里状况稳定,有望保持良好势头。 蔚来度过了“最好的5月”,交付汽车20544辆,同比增幅高达234%,创下月度新高,可喜可贺。 蔚来称,5月交付12164辆高端智能电动SUV以及8380辆高端智能电动轿车。5月16日,蔚来还推出了第二个智能电动汽车品牌乐道L60,预售价21.99万元。","text":"高端纯电车型很能打,建立起了品牌力,客户群里状况稳定,有望保持良好势头。 蔚来度过了“最好的5月”,交付汽车20544辆,同比增幅高达234%,创下月度新高,可喜可贺。 蔚来称,5月交付12164辆高端智能电动SUV以及8380辆高端智能电动轿车。5月16日,蔚来还推出了第二个智能电动汽车品牌乐道L60,预售价21.99万元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/313468044861728","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"99188936279696","authorId":"99188936279696","name":"拉格朗日de超级碗","avatar":"https://static.tigerbbs.com/93d641f03b64a5595abbc3187a9acd41","crmLevel":9,"crmLevelSwitch":0},"content":"你讲这么多,股价怎么不涨呢","text":"你讲这么多,股价怎么不涨呢","html":"你讲这么多,股价怎么不涨呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320660977537232,"gmtCreate":1719322163402,"gmtModify":1719322677387,"author":{"id":"4113645404296380","authorId":"4113645404296380","name":"kivin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ 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