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会烧白开水
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会烧白开水
07-19
$美图公司(01357)$
短线跌面太刺激,真不爱凑这热闹,能不能不要每次都玩这么一下啊,先扔个烟雾弹,想吓跑我?
会烧白开水
07-19
$百度集团-SW(09888)$
萝卜快跑很难评
会烧白开水
07-19
$昆仑万维(300418)$
半年报什么时候出
会烧白开水
07-17
$百度集团-SW(09888)$
萝卜快跑带动起来了
会烧白开水
07-17
$科大讯飞(002230)$
虽然现在一般般,但我相信未来会慢慢好起来
会烧白开水
07-11
现在影像数字化市场C端应用繁荣,图片编辑应用跟社媒火爆强挂钩,比如小红书就拉动了这类的需求,未来肯定是呈增长趋势的。2022年中国影像数字化市场空间约为125亿元,预计2025年将接近160亿元。
$视觉中国(000681)$
$美图公司(01357)$
$快手-W(01024)$
会烧白开水
07-11
$阿里巴巴(BABA)$
阿里加油!我就信你!
会烧白开水
07-11
$云从科技(688327)$
开始回升了,是不是可以卖一些
会烧白开水
07-08
$拼多多(PDD)$
市场底层逻辑变了 以前还没觉得这么难
会烧白开水
07-08
$万兴科技(300624)$
怎么不动了。。。还能反攻吗
会烧白开水
07-03
$云从科技(688327)$
ai四小龙 等量化来拉
会烧白开水
07-03
$赛力斯(601127)$
箱体不是永远箱体,早晚有一天会突破,当然不是上就是下
会烧白开水
07-03
$阿里巴巴-SW(09988)$
第二季度回购58亿美元
会烧白开水
07-03
$商汤-W(00020)$
走了还涨[捂脸] [捂脸]
会烧白开水
07-03
$腾讯控股(00700)$
下个财报 如果王者这块不好 还会有其他的补上吗
会烧白开水
07-03
$美图公司(01357)$
美图这几年一直走全自研路线,从0到1是最难的一步,你得能做起来。目前来看大模型怎么选择路线,还是一个实验科学,你得堆资源,人力,数据训练, 当看到就这么一条路,那么选它有很大概率会成功,把他们探索的加速走一遍,而不是直接到终点等着说就按这个路线走。不过公司AI相关产品的效果是依赖自己的AI模型,存在模型效果能不能达到预期,会直接影响用户使用体验。但是也不能太心急,生成式AI这个思路没有问题,做大模型可以有深度,但不能跳步。越有决心情绪越稳。
会烧白开水
06-25
$京东集团-SW(09618)$
京东减持怎么看
会烧白开水
06-25
$苹果(AAPL)$
跌的找不到北
会烧白开水
06-25
$小米集团-W(01810)$
买一波价值回归
会烧白开水
06-25
用户对人工智能的要求愈来愈高也正常,把更先进AI功能内嵌到公司已有的应用工具中也是趋势,PDF也能文生图了,不过文生图来说呢,卖铲子工具很多,还是要挑个更专业的卖铲工具,比如说midjourney、
$美图公司(01357)$
美图的WHEE、
$阿里巴巴-SW(09988)$
阿里云的通义万相、快手
$快手-W(01024)$
可图之类的。优秀的AI 多模态公司确实不少,应用层工具一直在提升的才是王道,你懂的。
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萝卜快跑带动起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328455158079520","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328455099498776,"gmtCreate":1721203736423,"gmtModify":1721203737851,"author":{"id":"4163742034225800","authorId":"4163742034225800","name":"会烧白开水","avatar":"https://static.tigerbbs.com/b7533cbd4f80a84df61a949a6b3aa591","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002230\">$科大讯飞(002230)$ </a> 虽然现在一般般,但我相信未来会慢慢好起来","listText":"<a href=\"https://laohu8.com/S/002230\">$科大讯飞(002230)$ </a> 虽然现在一般般,但我相信未来会慢慢好起来","text":"$科大讯飞(002230)$ 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$快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326369888604168","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326295085318152,"gmtCreate":1720663581251,"gmtModify":1720663582680,"author":{"id":"4163742034225800","authorId":"4163742034225800","name":"会烧白开水","avatar":"https://static.tigerbbs.com/b7533cbd4f80a84df61a949a6b3aa591","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>阿里加油!我就信你!","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>阿里加油!我就信你!","text":"$阿里巴巴(BABA)$ 阿里加油!我就信你!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326295085318152","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326294921457888,"gmtCreate":1720663448804,"gmtModify":1720663450201,"author":{"id":"4163742034225800","authorId":"4163742034225800","name":"会烧白开水","avatar":"https://static.tigerbbs.com/b7533cbd4f80a84df61a949a6b3aa591","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/688327\">$云从科技(688327)$ </a>开始回升了,是不是可以卖一些","listText":"<a href=\"https://laohu8.com/S/688327\">$云从科技(688327)$ </a>开始回升了,是不是可以卖一些","text":"$云从科技(688327)$ 开始回升了,是不是可以卖一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326294921457888","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325245805322528,"gmtCreate":1720434882365,"gmtModify":1720434883999,"author":{"id":"4163742034225800","authorId":"4163742034225800","name":"会烧白开水","avatar":"https://static.tigerbbs.com/b7533cbd4f80a84df61a949a6b3aa591","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>市场底层逻辑变了 以前还没觉得这么难","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>市场底层逻辑变了 以前还没觉得这么难","text":"$拼多多(PDD)$ 市场底层逻辑变了 以前还没觉得这么难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325245805322528","isVote":1,"tweetType":1,"viewCount":2843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325245998456840,"gmtCreate":1720434814090,"gmtModify":1720434815493,"author":{"id":"4163742034225800","authorId":"4163742034225800","name":"会烧白开水","avatar":"https://static.tigerbbs.com/b7533cbd4f80a84df61a949a6b3aa591","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300624\">$万兴科技(300624)$ </a>怎么不动了。。。还能反攻吗","listText":"<a href=\"https://laohu8.com/S/300624\">$万兴科技(300624)$ </a>怎么不动了。。。还能反攻吗","text":"$万兴科技(300624)$ 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