另外的物理ai主线基_老虎社区_美港股上老虎 - 老虎社区

万亿火箭兵

另外的物理ai主线基本CRWV是首选（那些已经在天上的不用提），题材概念会沿著主线一步步将细分领域慢慢覆盖利好。

包括我们埋伏的$CoreWeave, Inc.(CRWV)$ $C3.ai, Inc.(AI)$ 还有昨天帖子提到的细分领域标，等轮动就好。

修改于：06-03

AI软件集体回吐，Palantir跌5%，Saas股票还能买吗？

在半导体与AI芯片狂欢的同时，AI软件今日集体回吐：Palantir（PLTR）跌5.28%、ServiceNow跌6.04%，多只SaaS名字同步走弱。有分析直指PLTR当前$3690亿估值需要"史无前例的联邦市场份额"才撑得住，高估值担忧重新主导情绪。这更像资金从拥挤的软件板块再度轮动回硬件/半导体的迹象，而非基本面恶化。周一刚领涨、今天就被砸，AI软件这波回调，你会逢低捡，还是先躲进半导体？

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。

精彩评论

阿肉
06-03
阿肉
crwv这公司是真烂啊每天减持
- 万亿火箭兵:
  看减持没用，跟减持没关系。大把优质标经常减持。
喷泉上的鸡蛋
06-03
喷泉上的鸡蛋
大佬的帖子就是定心丸[抱拳]

发表看法

3

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":571251728773880,"tweetId":"571251728773880","gmtCreate":1780489937815,"gmtModify":1780494256016,"gmtUserModify":1780493283241,"author":{"id":4195019739358082,"idStr":"4195019739358082","authorId":4195019739358082,"authorIdStr":"4195019739358082","name":"万亿火箭兵","avatar":"https://static.tigerbbs.com/72269d2c0cdd33bef47d08880161d7e8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.11","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.09","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"validityToTimestamp":1783526451278}],"fanSize":736,"starInvestorFlag":false},"themes":[{"themeId":"246d44adf0dc4998b8b40765783d731c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"AI软件集体回吐，Palantir跌5%，Saas股票还能买吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":246d44adf0dc4998b8b40765783d731c}&rnconfig={\"headerBarHidden\": true}","description":"在半导体与AI芯片狂欢的同时，AI软件今日集体回吐：Palantir（PLTR）跌5.28%、ServiceNow跌6.04%，多只SaaS名字同步走弱。有分析直指PLTR当前$3690亿估值需要\"史无前例的联邦市场份额\"才撑得住，高估值担忧重新主导情绪。这更像资金从拥挤的软件板块再度轮动回硬件/半导体的迹象，而非基本面恶化。周一刚领涨、今天就被砸，AI软件这波回调，你会逢低捡，还是先躲进半导体？","image":"https://static.tigerbbs.com/0b48f00df306416895b42c3b99135736"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>另外的物理ai主线基本CRWV是首选（那些已经在天上的不用提），题材概念会沿著主线一步步将细分领域慢慢覆盖利好。</p>\n<p>包括我们埋伏的<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a>&nbsp;&nbsp;还有昨天帖子提到的细分领域标，等轮动就好。</p></body></html>","htmlText":"<html><head></head><body><p>另外的物理ai主线基本CRWV是首选（那些已经在天上的不用提），题材概念会沿著主线一步步将细分领域慢慢覆盖利好。</p>\n<p>包括我们埋伏的<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a>&nbsp;&nbsp;还有昨天帖子提到的细分领域标，等轮动就好。</p></body></html>","text":"另外的物理ai主线基本CRWV是首选（那些已经在天上的不用提），题材概念会沿著主线一步步将细分领域慢慢覆盖利好。 包括我们埋伏的$CoreWeave, Inc.(CRWV)$ $C3.ai, Inc.(AI)$ 还有昨天帖子提到的细分领域标，等轮动就好。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/571251728773880","repostId":0,"isVote":1,"tweetType":1,"viewCount":5905,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CRWV","AI"],"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":194,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":571273980577840,"commentId":"571273980577840","gmtCreate":1780495374275,"gmtModify":1780495749126,"authorId":3575261823915715,"author":{"id":3575261823915715,"idStr":"3575261823915715","authorId":3575261823915715,"name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":571251728773880,"objectIdStr":"571251728773880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"crwv这公司是真烂啊 每天减持","text":"crwv这公司是真烂啊 每天减持","html":"crwv这公司是真烂啊 每天减持","likeSize":0,"commentSize":1,"subComments":[{"id":571275416508944,"commentId":"571275416508944","gmtCreate":1780495800191,"gmtModify":1780495831992,"authorId":4195019739358082,"author":{"id":4195019739358082,"idStr":"4195019739358082","authorId":4195019739358082,"name":"万亿火箭兵","avatar":"https://static.tigerbbs.com/72269d2c0cdd33bef47d08880161d7e8","vip":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.11","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":1,"validityTo":"2026.06.10","validityToTimestamp":1781055507523},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.09","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":1,"validityTo":"2026.07.09","validityToTimestamp":1783526451278}],"wearingBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"validityToTimestamp":1783526451278}]},"repliedAuthorId":0,"objectId":571251728773880,"objectIdStr":"571251728773880","type":1,"supId":571273980577840,"supIdStr":"571273980577840","prevId":0,"prevIdStr":"0","content":"看减持没用，跟减持没关系。大把优质标经常减持。","text":"看减持没用，跟减持没关系。大把优质标经常减持。","html":"看减持没用，跟减持没关系。大把优质标经常减持。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":571211012866600,"commentId":"571211012866600","gmtCreate":1780492138801,"gmtModify":1780492233047,"authorId":3561346096796263,"author":{"id":3561346096796263,"idStr":"3561346096796263","authorId":3561346096796263,"name":"喷泉上的鸡蛋","avatar":"https://static.tigerbbs.com/6fda73c0d8ce21598e3d95f287b56407","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":571251728773880,"objectIdStr":"571251728773880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大佬的帖子就是定心丸[抱拳]","text":"大佬的帖子就是定心丸[抱拳]","html":"大佬的帖子就是定心丸[抱拳]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/571251728773880"}