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沙漠追光大海逐风
沙漠追光大海逐风
·
15:49
$微软(MSFT)$
跟meta和谷歌比，微软30倍确实贵点，但想买25倍的微软，恐怕不太现实啊
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沙漠追光大海逐风
沙漠追光大海逐风
·
15:44
$希捷科技(STX)$
希捷这么走，存储早信的也是赚的盆满钵满，喊了一年多，后面也是只谈交易不谈逻辑，因为已经是人人皆知存储涨价了
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-28 14:19
$苹果(AAPL)$
现在这上游涨价涨的，电动汽车，消费电子，下游全都巨亏，苹果都不敢涨价，都得自己扛成本。
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479
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-28 14:14
$黄金主连 2602(GCmain)$
不能简单的以历史经验来看这波黄金行情，百年未有之大变局，黄金的行情级别很有可能也要参考百年这个纬度？
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1,520
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1
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-28 14:09
$鸣鸣很忙(01768)$
筹码决定一切，鸣鸣这玩意大概率是要拉到一千多亿，筹码过于集中。比万辰的集中度更高
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250
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-27 16:07
$纳斯达克(.IXIC)$
老夫始终没完全参透贵金属暴涨的逻辑，如何做到了全球共识？谁在主推？谁在拱火？难道真是一场大戏，用来化债？自认能力不足，超出自己的认知范围，老老实实押注纳指吧，美股是世界上最好的资产
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-27 16:02
$智谱(02513)$
AI是实打实的大幅提高了全球的生产力。当前基本没有泡沫，等很多做大模型的创业公司都随便上市了，就是泡沫了，现在才2个，智谱看着真挺不错的
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-27 15:56
$CoreWeave, Inc.(CRWV)$
CRWV是neocloud企业里体量最大，增速快，软件水平中上，执行能力有待考量（之前下调过一次预期，不是因为AI需求，而是因为执行问题），债务问题最严重。考虑建个底仓
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-26
$鸣鸣很忙(01768)$
从做生意的角度看，鸣鸣很忙算是中国国内效率上可以碾压众多生意形态的存在，股票我觉得可以搏一把
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-26
$黄金主连 2602(GCmain)$
牛，牛，牛，真的太牛了，外围黄金盘中已经突破5100了，今天我们这边又是接近三个点的涨幅，刚又算了一下，目前个人持仓的黄金已经合计17万多了，这样一来今晚5000又到手了，感谢老特！感谢川川！
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href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a>AI是实打实的大幅提高了全球的生产力。当前基本没有泡沫，等很多做大模型的创业公司都随便上市了，就是泡沫了，现在才2个，智谱看着真挺不错的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a>AI是实打实的大幅提高了全球的生产力。当前基本没有泡沫，等很多做大模型的创业公司都随便上市了，就是泡沫了，现在才2个，智谱看着真挺不错的","text":"$智谱(02513)$AI是实打实的大幅提高了全球的生产力。当前基本没有泡沫，等很多做大模型的创业公司都随便上市了，就是泡沫了，现在才2个，智谱看着真挺不错的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526323421778448","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526322403594752,"gmtCreate":1769500593834,"gmtModify":1769500596405,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, 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Inc.(CRWV)$CRWV是neocloud企业里体量最大，增速快，软件水平中上，执行能力有待考量（之前下调过一次预期，不是因为AI需求，而是因为执行问题），债务问题最严重。考虑建个底仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526322403594752","isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"起飞2024","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":8,"crmLevelSwitch":0,"idStr":"3470824502609204","authorIdStr":"3470824502609204"},"content":"这个债务，我确实背调了一下，主要是高管大多数是金融领域的，还有以前对冲基金的，多数是以前华尔街的。这样一想，还是有一定的理由。","text":"这个债务，我确实背调了一下，主要是高管大多数是金融领域的，还有以前对冲基金的，多数是以前华尔街的。这样一想，还是有一定的理由。","html":"这个债务，我确实背调了一下，主要是高管大多数是金融领域的，还有以前对冲基金的，多数是以前华尔街的。这样一想，还是有一定的理由。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525921312813264,"gmtCreate":1769417462216,"gmtModify":1769417464363,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a 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