roseking
05-12 21:39
$闪迪(SNDK)$
所有的机构投行都预估AI导致内存稀缺产能扩张跟不上,但是有没有想过一个问题,那些AI的内存需求根本就是子虚乌有空的呢?世界会崩塌吗?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
ylin211
05-12 22:33
ylin211
那前一季度的超高业绩是哪里来的?闪迪现在的市盈率估值给的完全是过去的,已成事实的,一点预期都没加进去的吧
吉林临江
回复
roseking
:
那你做空啊,
roseking
:
参考五粮液的玩法
roseking
:
几家人家互相囤积对方的库存商品
亿千
33分钟前
亿千
不评价 请用真金白银做空. 开始你的表演
帅帅的爸爸
00:14
帅帅的爸爸
连商K的小姐姐都在梭哈的股票,不跑更待何时
筌哥
05-12 23:28
筌哥
应该是手上没有,眼红
wilson多
05-12 23:24
wilson多
假酒喝多了
少羽_6099
05-12 22:12
少羽_6099
最中幻想
查看全部9条评论
APP内打开
发表看法
9
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":563441051976792,"tweetId":"563441051976792","gmtCreate":1778593169929,"gmtModify":1778593171896,"author":{"id":3547669272572533,"idStr":"3547669272572533","authorId":3547669272572533,"authorIdStr":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.10","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 所有的机构投行都预估AI导致内存稀缺产能扩张跟不上,但是有没有想过一个问题,那些AI的内存需求根本就是子虚乌有空的呢?世界会崩塌吗?</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 所有的机构投行都预估AI导致内存稀缺产能扩张跟不上,但是有没有想过一个问题,那些AI的内存需求根本就是子虚乌有空的呢?世界会崩塌吗?</p></body></html>","text":"$闪迪(SNDK)$ 所有的机构投行都预估AI导致内存稀缺产能扩张跟不上,但是有没有想过一个问题,那些AI的内存需求根本就是子虚乌有空的呢?世界会崩塌吗?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/563441051976792","repostId":0,"isVote":1,"tweetType":1,"viewCount":4799,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK"],"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":136,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":563453990926232,"commentId":"563453990926232","gmtCreate":1778596400898,"gmtModify":1778596406794,"authorId":4111302797871770,"author":{"id":4111302797871770,"idStr":"4111302797871770","authorId":4111302797871770,"name":"ylin211","avatar":"https://static.tigerbbs.com/00553775bc8dd1785711ed6065ac8206","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"80.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"那前一季度的超高业绩是哪里来的?闪迪现在的市盈率估值给的完全是过去的,已成事实的,一点预期都没加进去的吧","text":"那前一季度的超高业绩是哪里来的?闪迪现在的市盈率估值给的完全是过去的,已成事实的,一点预期都没加进去的吧","html":"那前一季度的超高业绩是哪里来的?闪迪现在的市盈率估值给的完全是过去的,已成事实的,一点预期都没加进去的吧","likeSize":1,"commentSize":3,"subComments":[{"id":563466142733608,"commentId":"563466142733608","gmtCreate":1778599306089,"gmtModify":1778599310258,"authorId":4207886966494232,"author":{"id":4207886966494232,"idStr":"4207886966494232","authorId":4207886966494232,"name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":3547669272572533,"repliedAuthor":{"id":3547669272572533,"idStr":"3547669272572533","authorId":3547669272572533,"name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.10","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":563453990926232,"supIdStr":"563453990926232","prevId":563455900309672,"prevIdStr":"563455900309672","content":"那你做空啊,","text":"那你做空啊,","html":"那你做空啊,","disclaimerType":0},{"id":563455900309672,"commentId":"563455900309672","gmtCreate":1778596869291,"gmtModify":1778596873546,"authorId":3547669272572533,"author":{"id":3547669272572533,"idStr":"3547669272572533","authorId":3547669272572533,"name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.10","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":563453990926232,"supIdStr":"563453990926232","prevId":0,"prevIdStr":"0","content":"参考五粮液的玩法","text":"参考五粮液的玩法","html":"参考五粮液的玩法","disclaimerType":0},{"id":563454409565952,"commentId":"563454409565952","gmtCreate":1778596501559,"gmtModify":1778596506923,"authorId":3547669272572533,"author":{"id":3547669272572533,"idStr":"3547669272572533","authorId":3547669272572533,"name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.10","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":563453990926232,"supIdStr":"563453990926232","prevId":0,"prevIdStr":"0","content":"几家人家互相囤积对方的库存商品","text":"几家人家互相囤积对方的库存商品","html":"几家人家互相囤积对方的库存商品","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":563531606840720,"commentId":"563531606840720","gmtCreate":1778615294745,"gmtModify":1778615299100,"authorId":3566290818801808,"author":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不评价 请用真金白银做空. 开始你的表演","text":"不评价 请用真金白银做空. 开始你的表演","html":"不评价 请用真金白银做空. 开始你的表演","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":563479098368840,"commentId":"563479098368840","gmtCreate":1778602453631,"gmtModify":1778602459340,"authorId":3561899791972822,"author":{"id":3561899791972822,"idStr":"3561899791972822","authorId":3561899791972822,"name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"连商K的小姐姐都在梭哈的股票,不跑更待何时","text":"连商K的小姐姐都在梭哈的股票,不跑更待何时","html":"连商K的小姐姐都在梭哈的股票,不跑更待何时","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":563467495675976,"commentId":"563467495675976","gmtCreate":1778599698764,"gmtModify":1778599704773,"authorId":3465033643643509,"author":{"id":3465033643643509,"idStr":"3465033643643509","authorId":3465033643643509,"name":"筌哥","avatar":"https://static.tigerbbs.com/130dc8466f3ca503880087fbc92945f1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"应该是手上没有,眼红","text":"应该是手上没有,眼红","html":"应该是手上没有,眼红","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":563466747565304,"commentId":"563466747565304","gmtCreate":1778599452734,"gmtModify":1778599457468,"authorId":4197173867136612,"author":{"id":4197173867136612,"idStr":"4197173867136612","authorId":4197173867136612,"name":"wilson多","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"假酒喝多了","text":"假酒喝多了","html":"假酒喝多了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":563448973518640,"commentId":"563448973518640","gmtCreate":1778595175477,"gmtModify":1778595805071,"authorId":3569582879359737,"author":{"id":3569582879359737,"idStr":"3569582879359737","authorId":3569582879359737,"name":"少羽_6099","avatar":"https://static.tigerbbs.com/dc6614acea3cadad67df8cba2d9733c5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563441051976792,"objectIdStr":"563441051976792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"最中幻想","text":"最中幻想","html":"最中幻想","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/563441051976792"}
精彩评论