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省心省力
省心省力
·
02-09 09:39
$英伟达(NVDA)$
我认为调整已结束。准备向上走。
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221
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编组 21备份 2
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省心省力
省心省力
·
01-29
$Palantir Technologies Inc.(PLTR)$
财报会不错。他们不想这支股票涨到200美元以上,这是纯粹的操纵。
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274
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编组 21备份 2
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省心省力
省心省力
·
01-29
$Palantir Technologies Inc.(PLTR)$
是否有可能财报会是惊喜并超越分析师共识?
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184
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1
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编组 21备份 2
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省心省力
省心省力
·
01-28
积极来看,
$英伟达(NVDA)$
在突破189后表现最稳。
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368
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编组 21备份 2
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省心省力
省心省力
·
01-21
$美国超微公司(AMD)$
我觉得价格走势出奇地好!
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441
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编组 21备份 2
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省心省力
省心省力
·
01-20
$英伟达(NVDA)$
投资优于投机,长期耐心胜过短期行动
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434
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编组 21备份 2
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省心省力
省心省力
·
01-16
$富国银行(WFC)$
将
$美国超微公司(AMD)$
列为头号股票选择,引用其在CPU的领导地位、数据中心AI市场份额增长及强劲产品路线图带来的巨大上涨潜力,分析师预测盈利大幅增长并抢占
$英伟达(NVDA)$
市场份额。评级上调与乐观前景推动
$美国超微公司(AMD)$
股价飙升,受AI芯片需求旺盛预期驱动。
看
846
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评论
点赞
点赞
编组 21备份 2
分享
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省心省力
省心省力
·
01-06
很多看空者不理解或没处理好的点是,
$Palantir Technologies Inc.(PLTR)$
持续在效率、盈利和转型方面改变一家又一家公司。它的软件服务在所有业务领域都表现出色,提供非常粘性的年度服务,季度增长速度创纪录。这是万中无一的业务,无法复制,因此没有真正的竞争对手,让它处于指数增长的态势。
看
733
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编组 21备份 2
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省心省力
省心省力
·
01-05
人工智能超大规模企业持续扩大支出规模。科技巨头七强基本都将提升人工智能领域投入。
$英伟达(NVDA)$
相较同业大型科技企业估值更具合理性。
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682
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编组 21备份 2
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省心省力
省心省力
·
2025-12-31
$英伟达(NVDA)$
NVDA收购以色列AI公司AI 21 Labs这事有多大影响?
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929
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投资优于投机,长期耐心胜过短期行动","images":[{"img":"https://static.tigerbbs.com/f2fb18808c9fda60bcdeff8cb9bee5a8","width":"480","height":"330"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523646018302544","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522240465879184,"gmtCreate":1768513105000,"gmtModify":1768556606141,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$ </a>将<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>列为头号股票选择,引用其在CPU的领导地位、数据中心AI市场份额增长及强劲产品路线图带来的巨大上涨潜力,分析师预测盈利大幅增长并抢占<a 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股价飙升,受AI芯片需求旺盛预期驱动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522240465879184","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518932744577800,"gmtCreate":1767713271000,"gmtModify":1767871966536,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"很多看空者不理解或没处理好的点是,<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 持续在效率、盈利和转型方面改变一家又一家公司。它的软件服务在所有业务领域都表现出色,提供非常粘性的年度服务,季度增长速度创纪录。这是万中无一的业务,无法复制,因此没有真正的竞争对手,让它处于指数增长的态势。","listText":"很多看空者不理解或没处理好的点是,<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>相较同业大型科技企业估值更具合理性。","listText":"人工智能超大规模企业持续扩大支出规模。科技巨头七强基本都将提升人工智能领域投入。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>相较同业大型科技企业估值更具合理性。","text":"人工智能超大规模企业持续扩大支出规模。科技巨头七强基本都将提升人工智能领域投入。$英伟达(NVDA)$ 相较同业大型科技企业估值更具合理性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518306155966920","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516616703783032,"gmtCreate":1767139780000,"gmtModify":1767183056748,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ 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