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收手啦阿祖
12-19 17:18
Btc
收手啦阿祖
12-19 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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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,"idStr":"4186320050829842","authorIdStr":"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,"idStr":"3556673506813374","authorIdStr":"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。 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。 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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":4,"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 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[捂脸] [捂脸]","listText":"都跑来美股了,就不要碰中概了吧 [捂脸] [捂脸]","text":"都跑来美股了,就不要碰中概了吧 [捂脸] 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