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韭菜ooo
韭菜ooo
·
01-07 15:04
$美国超微公司(AMD)$
AMD今天这个跌的莫名其妙。去年内存供货不平衡可以抬价，闪迪等大赚一笔，股价一飞冲天。同样道理，今年AI芯片，一片难求，TSM N2都用来代工GPU，为什么x86联盟不能联手抬价？
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韭菜ooo
韭菜ooo
·
01-07 14:56
$SanDisk Corp(SNDK)$
谁知道最近内存条和SSD销量咋样？我跟前的要采购的电脑的最近都停下来在观望了，不知道大户们怎么样
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韭菜ooo
韭菜ooo
·
01-06 16:13
$特斯拉(TSLA)$
现在真正泡沫最大的并不是ai，而是马斯克的产业，马斯克的产业没有一个真正赚大钱的，能赚小钱的 也主要赚的是g端补贴，这就是一个看起来很牛逼 实际都是噱头的大号贾跃亭。就靠着噱头 讲故事，居然干成世界首富，比ai都离谱
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韭菜ooo
韭菜ooo
·
01-06 16:07
$纳斯达克(.IXIC)$
纳指还有下行空间，也不排除嗖又上去了，每天定投就好了，慢慢买慢慢拿，长坡厚雪机会很大
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韭菜ooo
韭菜ooo
·
01-06 16:02
$英伟达(NVDA)$
英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好
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韭菜ooo
韭菜ooo
·
01-05 13:53
$美光科技(MU)$
美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。
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韭菜ooo
韭菜ooo
·
2025-12-31
$壁仞科技(06082)$
壁仞国产gpu。港股新股。战斗到最后一刻！ 就看2号能不能雄起？要不要等到2号~资深的朋友给回复一下
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韭菜ooo
韭菜ooo
·
2025-12-31
$标普500(.SPX)$
思来想去，我整了点西方石油和标普500，纳斯达克还是想等个回调再进
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韭菜ooo
韭菜ooo
·
2025-12-30
$标普500(.SPX)$
标普已经缩量两个月了，风险加剧了。资金风险偏好明显降低，避险加降息导致黄静白银铜的上涨。
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韭菜ooo
韭菜ooo
·
2025-12-30
$上证指数(000001.SH)$
上证终结10连阳，其实这都是象征性的，重要的是这个背后主力想告诉我们什么。中信之前有个报告大资金择时部分收益明显收窄，其中意思诸君自行体会。
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Corp(SNDK)$谁知道最近内存条和SSD销量咋样？我跟前的要采购的电脑的最近都停下来在观望了，不知道大户们怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519141135118448","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518793020153976,"gmtCreate":1767687206529,"gmtModify":1767688739145,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>现在真正泡沫最大的并不是ai，而是马斯克的产业，马斯克的产业没有一个真正赚大钱的，能赚小钱的 也主要赚的是g端补贴，这就是一个看起来很牛逼 实际都是噱头的大号贾跃亭。就靠着噱头 讲故事，居然干成世界首富，比ai都离谱","listText":"<a target=\"_blank\" 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讲故事，居然干成世界首富，比ai都离谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/518793020153976","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话","text":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话","html":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"畜牧业才是最赚钱的[开心]毕竟你敢说马圣不对，就会有好几个人出来喷你，就知道这行业多赚钱了。","text":"畜牧业才是最赚钱的[开心]毕竟你敢说马圣不对，就会有好几个人出来喷你，就知道这行业多赚钱了。","html":"畜牧业才是最赚钱的[开心]毕竟你敢说马圣不对，就会有好几个人出来喷你，就知道这行业多赚钱了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518791679311984,"gmtCreate":1767686878505,"gmtModify":1767686881035,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好","text":"$英伟达(NVDA)$英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518789955314120","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518404616421488,"gmtCreate":1767592380729,"gmtModify":1767592383424,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。","text":"$美光科技(MU)$美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518404616421488","isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516677319815280,"gmtCreate":1767170677456,"gmtModify":1767170679883,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$</a>壁仞国产gpu。港股新股。战斗到最后一刻！ 就看2号能不能雄起？要不要等到2号~资深的朋友给回复一下","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$</a>壁仞国产gpu。港股新股。战斗到最后一刻！ 就看2号能不能雄起？要不要等到2号~资深的朋友给回复一下","text":"$壁仞科技(06082)$壁仞国产gpu。港股新股。战斗到最后一刻！ 就看2号能不能雄起？要不要等到2号~资深的朋友给回复一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516677319815280","isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516675748159840,"gmtCreate":1767170372092,"gmtModify":1767170374648,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>思来想去，我整了点西方石油和标普500，纳斯达克还是想等个回调再进","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>思来想去，我整了点西方石油和标普500，纳斯达克还是想等个回调再进","text":"$标普500(.SPX)$思来想去，我整了点西方石油和标普500，纳斯达克还是想等个回调再进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516675748159840","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516352530969192,"gmtCreate":1767083122809,"gmtModify":1767083125044,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>标普已经缩量两个月了，风险加剧了。资金风险偏好明显降低，避险加降息导致黄静白银铜的上涨。","listText":"<a target=\"_blank\" 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