收手啦阿祖的个人主页 - 老虎社区

收手啦阿祖

收手啦阿祖

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IP属地：广东

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收手啦阿祖

49分钟前

Btc

收手啦阿祖

15:39

大饼加油，继续看好

收手啦阿祖

12-17 23:51

$英伟达(NVDA)$ 120左右，118最理想

收手啦阿祖

12-17 23:26

$Bitdeer Technologies Group(BTDR)$ 看看大饼年内能不能上12W

收手啦阿祖

12-16

$Bitdeer Technologies Group(BTDR)$ 过山车一样，跌下去又冲上来

收手啦阿祖

12-16

感谢谋哥，对小白选择投资方向很有用

@谋定后动:【谋周记】AI红利的第二波浪潮（2024年/50总第201期）

收手啦阿祖

12-12

$Hims & Hers Health Inc.(HIMS)$ 自己买的位置不对 [流泪] [流泪]

收手啦阿祖

12-12

擦边怎么了，别人自谋生路，促进和谐，有什么问题？

收手啦阿祖

12-12

$Bitdeer Technologies Group(BTDR)$ BTC上10万后来回盘整了几次，看好后市继续突破

收手啦阿祖

12-11

$三倍做空富时中国ETF-Direxion(YANG)$ 选择比努力重要

收手啦阿祖

12-11

都跑来美股了，就不要碰中概了吧 [捂脸] [捂脸]

收手啦阿祖

12-09

$三倍做空富时中国ETF-Direxion(YANG)$ 有没可能跟10月8号一样[笑哭] [笑哭]

收手啦阿祖

12-09

一支穿云箭，千军万马来相见

收手啦阿祖

12-09

$Hims & Hers Health Inc.(HIMS)$ 还能不能再涨[吃瓜] [吃瓜] [吃瓜]

收手啦阿祖

12-05

$英伟达(NVDA)$ 梭哈是一种智慧[哟哟] [哟哟] [哟哟]

收手啦阿祖

12-05

$英伟达(NVDA)$ 继续看好达子，择机加仓

收手啦阿祖

12-05

真是见证历史，BTC牛逼！个人不成熟看法，说错勿喷。两个方向：第一个就是短暂维持后回落到9.5W左右盘整后再向上，第二个是继续向上到12-3W之后再回落。总之比特币牛逼

收手啦阿祖

12-04

雷总牛逼[强] [强] [强] [强]

收手啦阿祖

12-04

有一说一产品体验确实比亚迪做的很好，但是就企业文化我更喜欢特斯拉

收手啦阿祖

12-04

必须英伟达，需求和现金流在那里

去老虎APP查看更多动态

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</a>过山车一样，跌下去又冲上来","listText":"<a href=\"https://laohu8.com/S/BTDR\">$Bitdeer Technologies Group(BTDR)$ </a>过山车一样，跌下去又冲上来","text":"$Bitdeer Technologies Group(BTDR)$ 过山车一样，跌下去又冲上来","images":[{"img":"https://static.tigerbbs.com/3b605fa7b9278e64bd2aac40d683ae43","width":"982","height":"1842"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382049246237048","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382093328834600,"gmtCreate":1734315603923,"gmtModify":1734315605691,"author":{"id":"4186320050829842","authorId":"4186320050829842","name":"收手啦阿祖","avatar":"https://static.tigerbbs.com/4c32be46de7105a375c9cf120f2b49db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186320050829842","idStr":"4186320050829842"},"themes":[],"htmlText":"感谢谋哥，对小白选择投资方向很有用","listText":"感谢谋哥，对小白选择投资方向很有用","text":"感谢谋哥，对小白选择投资方向很有用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382093328834600","repostId":"381801319936104","repostType":1,"repost":{"id":381801319936104,"gmtCreate":1734244271072,"gmtModify":1734314672528,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"【谋周记】AI红利的第二波浪潮（2024年/50总第201期）","htmlText":"上周五收盘后，我和圈里的朋友聊起美股的芯片股。他觉得这些股票接下来可能涨不动了，原因是像英伟达这样的公司，很多客户目前其实都没在赚钱。我刚好最近看了摩根士丹利的研报《Mapping AI's Diffusion》，里面提到AI发展的三个阶段，内容很有意思，觉得挺值得大家认真思考的。 AI的三波红利浪潮 第一波：AI架构的崛起。 AI发展的第一波红利浪潮是以芯片为核心的AI架构建设。在这个阶段，各大科技巨头纷纷投入巨额资金，竞相开发性能更强的AI芯片和算法架构。这是一场激烈的军备竞赛，参与者不计成本，也不追求短期收益，目的只有一个：占据技术制高点，避免在这场技术革命中落后。无论是算力、算法，还是数据资源，这一阶段的核心在于技术储备，为未来的应用铺平道路。这个阶段的获益者就是芯片巨头英伟达。 第二波：AI在企业中的落地。随着AI技术的成熟，第二波浪潮开始涌现，即AI在企业中的应用。这一阶段的重点是通过AI Agent帮助企业实现任务自动化，例如流程优化、客户服务、数据分析等。这是一个更为实际和务实的阶段，企业不再关注AI有多“炫酷”，而是更注重AI能否提升效率、降低成本以及提高毛利率。AI从实验室走向产业，开始被纳入商业决策的核心，成为推动生产力提升的重要工具。 第三波：AI走向消费者。第三波浪潮将是AI技术进入消费者终端的时代。当AI普及到每一个消费者的日常生活，成为人们生活的一部分时，它将真正进入丰收阶段。无论是智能家居、虚拟助手，还是个性化服务，AI的应用将像今天的手机App一样无处不在。 我们现在正处于第二波浪潮的前夜，AI的企业级应用已经初见端倪，但还未全面爆发。随着AI技术的成本下降、算法的进一步优化以及应用场景的拓展，我们可以预见，第二波浪潮将迅速推动AI的广泛落地。这个阶段的可能赢家有大批的候选选手，","listText":"上周五收盘后，我和圈里的朋友聊起美股的芯片股。他觉得这些股票接下来可能涨不动了，原因是像英伟达这样的公司，很多客户目前其实都没在赚钱。我刚好最近看了摩根士丹利的研报《Mapping AI's Diffusion》，里面提到AI发展的三个阶段，内容很有意思，觉得挺值得大家认真思考的。 AI的三波红利浪潮 第一波：AI架构的崛起。 AI发展的第一波红利浪潮是以芯片为核心的AI架构建设。在这个阶段，各大科技巨头纷纷投入巨额资金，竞相开发性能更强的AI芯片和算法架构。这是一场激烈的军备竞赛，参与者不计成本，也不追求短期收益，目的只有一个：占据技术制高点，避免在这场技术革命中落后。无论是算力、算法，还是数据资源，这一阶段的核心在于技术储备，为未来的应用铺平道路。这个阶段的获益者就是芯片巨头英伟达。 第二波：AI在企业中的落地。随着AI技术的成熟，第二波浪潮开始涌现，即AI在企业中的应用。这一阶段的重点是通过AI Agent帮助企业实现任务自动化，例如流程优化、客户服务、数据分析等。这是一个更为实际和务实的阶段，企业不再关注AI有多“炫酷”，而是更注重AI能否提升效率、降低成本以及提高毛利率。AI从实验室走向产业，开始被纳入商业决策的核心，成为推动生产力提升的重要工具。 第三波：AI走向消费者。第三波浪潮将是AI技术进入消费者终端的时代。当AI普及到每一个消费者的日常生活，成为人们生活的一部分时，它将真正进入丰收阶段。无论是智能家居、虚拟助手，还是个性化服务，AI的应用将像今天的手机App一样无处不在。 我们现在正处于第二波浪潮的前夜，AI的企业级应用已经初见端倪，但还未全面爆发。随着AI技术的成本下降、算法的进一步优化以及应用场景的拓展，我们可以预见，第二波浪潮将迅速推动AI的广泛落地。这个阶段的可能赢家有大批的候选选手，","text":"上周五收盘后，我和圈里的朋友聊起美股的芯片股。他觉得这些股票接下来可能涨不动了，原因是像英伟达这样的公司，很多客户目前其实都没在赚钱。我刚好最近看了摩根士丹利的研报《Mapping AI's Diffusion》，里面提到AI发展的三个阶段，内容很有意思，觉得挺值得大家认真思考的。 AI的三波红利浪潮 第一波：AI架构的崛起。 AI发展的第一波红利浪潮是以芯片为核心的AI架构建设。在这个阶段，各大科技巨头纷纷投入巨额资金，竞相开发性能更强的AI芯片和算法架构。这是一场激烈的军备竞赛，参与者不计成本，也不追求短期收益，目的只有一个：占据技术制高点，避免在这场技术革命中落后。无论是算力、算法，还是数据资源，这一阶段的核心在于技术储备，为未来的应用铺平道路。这个阶段的获益者就是芯片巨头英伟达。 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AI's Diffusion》，里面提到AI发展的三个阶段，内容很有意思，觉得挺值得大家认真思考的。 AI的三波红利浪潮 第一波：AI架构的崛起。 AI发展的第一波红利浪潮是以芯片为核心的AI架构建设。在这个阶段，各大科技巨头纷纷投入巨额资金，竞相开发性能更强的AI芯片和算法架构。这是一场激烈的军备竞赛，参与者不计成本，也不追求短期收益，目的只有一个：占据技术制高点，避免在这场技术革命中落后。无论是算力、算法，还是数据资源，这一阶段的核心在于技术储备，为未来的应用铺平道路。这个阶段的获益者就是芯片巨头英伟达。 第二波：AI在企业中的落地。随着AI技术的成熟，第二波浪潮开始涌现，即AI在企业中的应用。这一阶段的重点是通过AI Agent帮助企业实现任务自动化，例如流程优化、客户服务、数据分析等。这是一个更为实际和务实的阶段，企业不再关注AI有多“炫酷”，而是更注重AI能否提升效率、降低成本以及提高毛利率。AI从实验室走向产业，开始被纳入商业决策的核心，成为推动生产力提升的重要工具。 第三波：AI走向消费者。第三波浪潮将是AI技术进入消费者终端的时代。当AI普及到每一个消费者的日常生活，成为人们生活的一部分时，它将真正进入丰收阶段。无论是智能家居、虚拟助手，还是个性化服务，AI的应用将像今天的手机App一样无处不在。 我们现在正处于第二波浪潮的前夜，AI的企业级应用已经初见端倪，但还未全面爆发。随着AI技术的成本下降、算法的进一步优化以及应用场景的拓展，我们可以预见，第二波浪潮将迅速推动AI的广泛落地。这个阶段的可能赢家有大批的候选选手，","listText":"上周五收盘后，我和圈里的朋友聊起美股的芯片股。他觉得这些股票接下来可能涨不动了，原因是像英伟达这样的公司，很多客户目前其实都没在赚钱。我刚好最近看了摩根士丹利的研报《Mapping AI's Diffusion》，里面提到AI发展的三个阶段，内容很有意思，觉得挺值得大家认真思考的。 AI的三波红利浪潮 第一波：AI架构的崛起。 AI发展的第一波红利浪潮是以芯片为核心的AI架构建设。在这个阶段，各大科技巨头纷纷投入巨额资金，竞相开发性能更强的AI芯片和算法架构。这是一场激烈的军备竞赛，参与者不计成本，也不追求短期收益，目的只有一个：占据技术制高点，避免在这场技术革命中落后。无论是算力、算法，还是数据资源，这一阶段的核心在于技术储备，为未来的应用铺平道路。这个阶段的获益者就是芯片巨头英伟达。 第二波：AI在企业中的落地。随着AI技术的成熟，第二波浪潮开始涌现，即AI在企业中的应用。这一阶段的重点是通过AI Agent帮助企业实现任务自动化，例如流程优化、客户服务、数据分析等。这是一个更为实际和务实的阶段，企业不再关注AI有多“炫酷”，而是更注重AI能否提升效率、降低成本以及提高毛利率。AI从实验室走向产业，开始被纳入商业决策的核心，成为推动生产力提升的重要工具。 第三波：AI走向消费者。第三波浪潮将是AI技术进入消费者终端的时代。当AI普及到每一个消费者的日常生活，成为人们生活的一部分时，它将真正进入丰收阶段。无论是智能家居、虚拟助手，还是个性化服务，AI的应用将像今天的手机App一样无处不在。 我们现在正处于第二波浪潮的前夜，AI的企业级应用已经初见端倪，但还未全面爆发。随着AI技术的成本下降、算法的进一步优化以及应用场景的拓展，我们可以预见，第二波浪潮将迅速推动AI的广泛落地。这个阶段的可能赢家有大批的候选选手，","text":"上周五收盘后，我和圈里的朋友聊起美股的芯片股。他觉得这些股票接下来可能涨不动了，原因是像英伟达这样的公司，很多客户目前其实都没在赚钱。我刚好最近看了摩根士丹利的研报《Mapping AI's Diffusion》，里面提到AI发展的三个阶段，内容很有意思，觉得挺值得大家认真思考的。 AI的三波红利浪潮 第一波：AI架构的崛起。 AI发展的第一波红利浪潮是以芯片为核心的AI架构建设。在这个阶段，各大科技巨头纷纷投入巨额资金，竞相开发性能更强的AI芯片和算法架构。这是一场激烈的军备竞赛，参与者不计成本，也不追求短期收益，目的只有一个：占据技术制高点，避免在这场技术革命中落后。无论是算力、算法，还是数据资源，这一阶段的核心在于技术储备，为未来的应用铺平道路。这个阶段的获益者就是芯片巨头英伟达。 第二波：AI在企业中的落地。随着AI技术的成熟，第二波浪潮开始涌现，即AI在企业中的应用。这一阶段的重点是通过AI Agent帮助企业实现任务自动化，例如流程优化、客户服务、数据分析等。这是一个更为实际和务实的阶段，企业不再关注AI有多“炫酷”，而是更注重AI能否提升效率、降低成本以及提高毛利率。AI从实验室走向产业，开始被纳入商业决策的核心，成为推动生产力提升的重要工具。 第三波：AI走向消费者。第三波浪潮将是AI技术进入消费者终端的时代。当AI普及到每一个消费者的日常生活，成为人们生活的一部分时，它将真正进入丰收阶段。无论是智能家居、虚拟助手，还是个性化服务，AI的应用将像今天的手机App一样无处不在。 我们现在正处于第二波浪潮的前夜，AI的企业级应用已经初见端倪，但还未全面爆发。随着AI技术的成本下降、算法的进一步优化以及应用场景的拓展，我们可以预见，第二波浪潮将迅速推动AI的广泛落地。这个阶段的可能赢家有大批的候选选手，","images":[{"img":"https://static.tigerbbs.com/50162c4f5fff19645f740c843fa8fa9e","width":"1333","height":"1005"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381801319936104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380809465295144,"gmtCreate":1734002152626,"gmtModify":1734002154292,"author":{"id":"4186320050829842","authorId":"4186320050829842","name":"收手啦阿祖","avatar":"https://static.tigerbbs.com/4c32be46de7105a375c9cf120f2b49db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186320050829842","authorIdStr":"4186320050829842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HIMS\"> $Hims &amp; Hers Health Inc.(HIMS)$ </a>自己买的位置不对 [流泪] [流泪]","listText":"<a href=\"https://laohu8.com/S/HIMS\"> $Hims &amp; Hers Health Inc.(HIMS)$ </a>自己买的位置不对 [流泪] [流泪]","text":"$Hims & Hers Health Inc.(HIMS)$ 自己买的位置不对 [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380809465295144","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380849394839880,"gmtCreate":1733990028833,"gmtModify":1733990030779,"author":{"id":"4186320050829842","authorId":"4186320050829842","name":"收手啦阿祖","avatar":"https://static.tigerbbs.com/4c32be46de7105a375c9cf120f2b49db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186320050829842","authorIdStr":"4186320050829842"},"themes":[],"htmlText":"擦边怎么了，别人自谋生路，促进和谐，有什么问题？","listText":"擦边怎么了，别人自谋生路，促进和谐，有什么问题？","text":"擦边怎么了，别人自谋生路，促进和谐，有什么问题？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380849394839880","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380464963367432,"gmtCreate":1733928312704,"gmtModify":1733928314939,"author":{"id":"4186320050829842","authorId":"4186320050829842","name":"收手啦阿祖","avatar":"https://static.tigerbbs.com/4c32be46de7105a375c9cf120f2b49db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186320050829842","authorIdStr":"4186320050829842"},"themes":[],"htmlText":"都跑来美股了，就不要碰中概了吧 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