AI是时候改变投资赛道了吗？｜英伟达vs博通｜Saas+AI概念还能炒吗？｜谷歌带领的量子概念炒疯了！_老虎社区_美港股上老虎

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节目开始\n0:53 NVDA 英伟达在被抛售，市场在买入博通AVGO？ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>\n4:18 英伟达有可能就是因为有点贵了\n7:56 台积电能够是永远的神吗？TSM <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>\n9:56 Saas+AI概念还有得炒吗？Shopify(SHOP)/Service now(NOW)/Salesforce（CRM）/\n15:57 谷歌带来的量子概念/IONQ、QUBT、QMCO、QBTS <a href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a> <a href=\"https://laohu8.com/S/QMCO\">$昆腾(QMCO)$</a></body></html>","htmlText":"<html><head></head><body>\n<video poster=\"https://static.tigerbbs.com/248b19d4d22b78fe20c2b99dd54d3de8\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/0af69d671397757899759113896/TNkydhqv3JEA.mp4\">\n</video>\n美股年尾炒风不断，NVDA并不是不开好，但是确实有新的概念在冲击市场了，比如博通、比如迈威尔，台积电是否能够持续受惠？\n其他包括软件股，以及量子概念也是市场的新浪潮。\n0:00&nbsp; 节目开始\n0:53 NVDA 英伟达在被抛售，市场在买入博通AVGO？ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>\n4:18 英伟达有可能就是因为有点贵了\n7:56 台积电能够是永远的神吗？TSM <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>\n9:56 Saas+AI概念还有得炒吗？Shopify(SHOP)/Service now(NOW)/Salesforce（CRM）/\n15:57 谷歌带来的量子概念/IONQ、QUBT、QMCO、QBTS <a href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a> <a href=\"https://laohu8.com/S/QMCO\">$昆腾(QMCO)$</a></body></html>","text":"美股年尾炒风不断，NVDA并不是不开好，但是确实有新的概念在冲击市场了，比如博通、比如迈威尔，台积电是否能够持续受惠？ 其他包括软件股，以及量子概念也是市场的新浪潮。 0:00 节目开始 0:53 NVDA 英伟达在被抛售，市场在买入博通AVGO？ $英伟达(NVDA)$ $博通(AVGO)$ 4:18 英伟达有可能就是因为有点贵了 7:56 台积电能够是永远的神吗？TSM $台积电(TSM)$ 9:56 Saas+AI概念还有得炒吗？Shopify(SHOP)/Service now(NOW)/Salesforce（CRM）/ 15:57 谷歌带来的量子概念/IONQ、QUBT、QMCO、QBTS $Quantum Computing Inc.(QUBT)$ $昆腾(QMCO)$","highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/382661333840160","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"a1691c41d6924e96b9b996319fa1e06f","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/0af69d671397757899759113896/TNkydhqv3JEA.mp4","poster":"https://static.tigerbbs.com/248b19d4d22b78fe20c2b99dd54d3de8","desc":""},"viewCount":1612,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AVGO","QMCO","QUBT","TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":462,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":382639696576816,"commentId":"382639696576816","gmtCreate":1734442821708,"gmtModify":1734442825394,"authorId":4173981820665630,"author":{"id":4173981820665630,"idStr":"4173981820665630","authorId":4173981820665630,"name":"DXO","avatar":"https://static.tigerbbs.com/1e07cf2a184c19fbf5584fe8b233b6d9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":382661333840160,"objectIdStr":"382661333840160","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"两者都买点，说不定都赚了","text":"两者都买点，说不定都赚了","html":"两者都买点，说不定都赚了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":382578068545928,"commentId":"382578068545928","gmtCreate":1734438204835,"gmtModify":1734440918025,"authorId":4194567378658362,"author":{"id":4194567378658362,"idStr":"4194567378658362","authorId":4194567378658362,"name":"kim yuan","avatar":"https://static.tigerbbs.com/516ecb3a5f4bdba901150cdd463947fc","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":382661333840160,"objectIdStr":"382661333840160","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"请问他们用的系统是什么","text":"请问他们用的系统是什么","html":"请问他们用的系统是什么","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

AI是时候改变投资赛道了吗？｜英伟达vs博通｜Saas+AI概念还能炒吗？｜谷歌带领的量子概念炒疯了！

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