AMD&Meta强强联手！加仓好时机？ - 老虎社区

02-26

1

02-25

阅

不离亦不弃

02-25

$美国超微公司(AMD)$AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了后面会不会再送股份出去？可能性好像还比较大哦

02-25

$美国超微公司(AMD)$ 题材炒一波，还是要看具体推进情况。营收和利润的转化情况。

02-25

$美国超微公司(AMD)$ 看到250元以上

02-11

AMD这次大跌不是被错杀，而是市场对财报“含金量”的理性纠偏。虽然营收和利润都创了新高，但华尔街发现这份“满分答卷”里藏了不少水分，核心逻辑是“高估值撑不住低质量增长”。

坚强的爱自己

02-11

是的，错杀了 AMD的芯片在ai领域是除了英伟达之外，在江湖上有一定地位的

曼谷胶易人

02-05

$美国超微公司(AMD)$ AMD这次大跌是“高预期+高估值”下的正常回调，不是基本面崩盘。中长期逻辑仍在，但短期情绪和估值压力偏大，更适合逢低分批建仓或持有观望，而不是追涨杀跌。

重生之我是鲍威尔

02-04

见过最**的解释，业绩好还大跌。以前是不超预期，后来是大超预期但指引差，现在是大超预期+指引好，但不够炸裂。[汗颜] $美国超微公司(AMD)$

02-04

$美国超微公司(AMD)$AMD老演员了，发财报日卖，第二天买回来，实事求是的看财报不差，跟英特尔财报杀跌的剧本一样，过几天就回去了

沙漠追光大海逐风

02-04

$美国超微公司(AMD)$目前观察资金觉得还是英特尔有潜力一点，AMD也不差，先杀一下期权，估计很快也拉回去了

存钱游乐场

02-05

如果真走类似剧本，今天高开低走杀一波多，底过几天就出来了。亚马逊业绩应该能带动AMD往上走。 $美国超微公司(AMD)$

股中自由飞

02-09

不要怕，一年半载又会涨上来，美股只要有耐心，亏钱只是暂时的，芯片集成是科技发展趋势，老美这边优势不好超越

02-05

这货盘前挺有参考价值，后段能回到205开盘的话今晚还有机会反弹，不然大概率继续跌 $美国超微公司(AMD)$

三藏大法师

02-04

罪不至此吧，大方的时候给太多，美股杀估值的时候又太狠，感觉纯纯有病。 $美国超微公司(AMD)$

02-04

$美国超微公司(AMD)$ 这个业绩和估值跟不上市值增长。杀估值阶段谨慎

02-05

$美国超微公司(AMD)$ 肯定没有，业绩跟不上咋办？不争气的

02-09

啊还是坚定看好AMD，ai时代买铲子还不赚钱就有点过分了[开心]

02-05

$美国超微公司(AMD)$ 业绩跟不上，估计回去到起点。等吧

02-09

应该没有被错杀，市场反应太激烈了

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“一次性因素”被放大：财报里大概有4亿美元收入是来自对中国客户的集中出货（赶在出口限制前）。一些空头就抓着这点说：“看，剔掉这个，增长就没那么吓人了。”虽然管理层说需求是真实的，但情绪脆弱的时候，利空会被无限放大。 现在多空分歧极大，简直冰火两重天： · “错杀抄底派”认为：业绩基本面没变，AI的长期趋势更强了。股价大跌是挤掉了不切实际的泡沫，反而给了上车机会。CPU基本盘稳固，AI芯片渗透率还低，未来空间巨大。 · “获利了结/看空派”认为：增速见顶，估值太高（即使跌了也贵）。AI竞争太卷，AMD赚钱的CPU业务可能快到周期顶部了。不如先撤出来，等下半年新品（MI450等）出货数据明朗再说。 说说我的操作和纠结（非投资建议！）： 我个人之前有仓位，昨天大跌时已经麻了。目前的想法是： 1. 先不加仓：情绪可能还没释放完，等等看股价能不能在$240-250这个前期平台附近稳住。不想接飞刀。 2. 也不割肉：我不是短线，信仰还没破灭。如果坚信AI是未来5-10年的大趋势，那AMD仍然是唯二的玩家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/531244370174176","isVote":1,"tweetType":1,"viewCount":14937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3535535770162265","idStr":"3535535770162265"},"content":"已经习惯了，只要200能hold住就没啥","text":"已经习惯了，只要200能hold住就没啥","html":"已经习惯了，只要200能hold住就没啥"},{"author":{"id":"9000000000000724","authorId":"9000000000000724","name":"AgathaHume","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000724","idStr":"9000000000000724"},"content":"大跌我也麻了，等等看反弹吧。","text":"大跌我也麻了，等等看反弹吧。","html":"大跌我也麻了，等等看反弹吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530855032010352,"gmtCreate":1770624245688,"gmtModify":1770624844145,"author":{"id":"3553032506850867","authorId":"3553032506850867","name":"股中自由飞","avatar":"https://static.tigerbbs.com/ee6f45837fe72e0cfc7f0551baf2fb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553032506850867","idStr":"3553032506850867"},"themes":[],"title":"","htmlText":"不要怕，一年半载又会涨上来，美股只要有耐心，亏钱只是暂时的，芯片集成是科技发展趋势，老美这边优势不好超越","listText":"不要怕，一年半载又会涨上来，美股只要有耐心，亏钱只是暂时的，芯片集成是科技发展趋势，老美这边优势不好超越","text":"不要怕，一年半载又会涨上来，美股只要有耐心，亏钱只是暂时的，芯片集成是科技发展趋势，老美这边优势不好超越","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530855032010352","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530840875406232,"gmtCreate":1770618906830,"gmtModify":1770618909378,"author":{"id":"3576827762518462","authorId":"3576827762518462","name":"zwh1997","avatar":"https://static.tigerbbs.com/0b273babaabc1300e716d3047744bc09","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576827762518462","idStr":"3576827762518462"},"themes":[],"title":"","htmlText":"应该没有被错杀，市场反应太激烈了","listText":"应该没有被错杀，市场反应太激烈了","text":"应该没有被错杀，市场反应太激烈了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530840875406232","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530830867694408,"gmtCreate":1770618265156,"gmtModify":1770619919238,"author":{"id":"4107044353851900","authorId":"4107044353851900","name":"zepak","avatar":"https://static.tigerbbs.com/a6ef0f8d228ad80e36510af31ca04f3b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107044353851900","idStr":"4107044353851900"},"themes":[],"title":"","htmlText":"啊还是坚定看好AMD，ai时代买铲子还不赚钱就有点过分了[开心]&nbsp;&nbsp;","listText":"啊还是坚定看好AMD，ai时代买铲子还不赚钱就有点过分了[开心]&nbsp;&nbsp;","text":"啊还是坚定看好AMD，ai时代买铲子还不赚钱就有点过分了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530830867694408","isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529689565975128,"gmtCreate":1770339700303,"gmtModify":1770341876550,"author":{"id":"3529345882930278","authorId":"3529345882930278","name":"青山_1219","avatar":"https://static.tigerbbs.com/c901bc16b4306e48b1e1cc8b0500c304","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3529345882930278","idStr":"3529345882930278"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"这货盘前挺有参考价值，后段能回到205开盘的话今晚还有机会反弹，不然大概率继续跌 $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529497349902432","isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529467883331704,"gmtCreate":1770284959165,"gmtModify":1770285086020,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20722186463466","idStr":"20722186463466"},"themes":[],"title":"【虎友投资说】 AMD大跌，谷歌却稳住了？AI 行情开始分化了吗？📉📈🤖","htmlText":"本周美股科技板块走势“冰火两重天”——微软（MSFT） 与AMD（AMD） 出现明显下跌，市场情绪受到冲击； 但另一边，谷歌（GOOGL）、Meta Platforms（META） 却表现稳健，甚至出现逆势走强。AI 赛道正在出现一种新迹象：不再是“大科技全涨”，而是内部强弱分明、公司基本面被重新定价。 市场的讨论集中在三点：有人认为 MSFT、AMD 属于涨多后的正常回调； 也有人觉得是资金从“基础设施端”向“应用端”切换；还有人相信谷歌、Meta 的广告与 AI 产品线处在“验证阶段”，更容易被资金偏好。 那么问题来了👇这波科技股分化，你怎么看？ 你觉得是短期波动，还是趋势变化的开始？ 会因此调整你的持仓方向吗？ 👇 以下是社区虎友们的不同观点，你更认同哪一种？欢迎评论区交流你的判断。[你懂的][你懂的] <a target=\"_blank\" href=\"https://laohu8.com/U/3458349567571181\">@马虎恶魔号</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 好吧，好多人都在关注这支股票，尤其是明天早晨的财务报告。因为谷歌这支股票的季报真的很重要，它的重要点其实是他转型之后，是否能保证他的。高增长与高利润。 对，你没有听错，你真的没有听错，我们不只要高增长，我们还要高利润，这个就是。要关注明天财报的重点。 因为苹果在这上面吃了肉。就是我刚才写的一篇文章，苹果为什么还能涨 也是因为微软在这上边挨了揍。是因为微软花了很多很多的钱去买装备，但是这些装备能否在未来的应用中，把这些装备的钱转换成收益？这个对投资人产生了极大的恐慌，所以微软吐出了我去年一年的收益。 这就是我想跟大家说的，所有人都认为谷歌明天的财报绝对是好财报。而且我可以用一个公","listText":"本周美股科技板块走势“冰火两重天”——微软（MSFT） 与AMD（AMD） 出现明显下跌，市场情绪受到冲击； 但另一边，谷歌（GOOGL）、Meta Platforms（META） 却表现稳健，甚至出现逆势走强。AI 赛道正在出现一种新迹象：不再是“大科技全涨”，而是内部强弱分明、公司基本面被重新定价。 市场的讨论集中在三点：有人认为 MSFT、AMD 属于涨多后的正常回调； 也有人觉得是资金从“基础设施端”向“应用端”切换；还有人相信谷歌、Meta 的广告与 AI 产品线处在“验证阶段”，更容易被资金偏好。 那么问题来了👇这波科技股分化，你怎么看？ 你觉得是短期波动，还是趋势变化的开始？ 会因此调整你的持仓方向吗？ 👇 以下是社区虎友们的不同观点，你更认同哪一种？欢迎评论区交流你的判断。[你懂的][你懂的] <a target=\"_blank\" href=\"https://laohu8.com/U/3458349567571181\">@马虎恶魔号</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 好吧，好多人都在关注这支股票，尤其是明天早晨的财务报告。因为谷歌这支股票的季报真的很重要，它的重要点其实是他转型之后，是否能保证他的。高增长与高利润。 对，你没有听错，你真的没有听错，我们不只要高增长，我们还要高利润，这个就是。要关注明天财报的重点。 因为苹果在这上面吃了肉。就是我刚才写的一篇文章，苹果为什么还能涨 也是因为微软在这上边挨了揍。是因为微软花了很多很多的钱去买装备，但是这些装备能否在未来的应用中，把这些装备的钱转换成收益？这个对投资人产生了极大的恐慌，所以微软吐出了我去年一年的收益。 这就是我想跟大家说的，所有人都认为谷歌明天的财报绝对是好财报。而且我可以用一个公","text":"本周美股科技板块走势“冰火两重天”——微软（MSFT） 与AMD（AMD） 出现明显下跌，市场情绪受到冲击； 但另一边，谷歌（GOOGL）、Meta Platforms（META） 却表现稳健，甚至出现逆势走强。AI 赛道正在出现一种新迹象：不再是“大科技全涨”，而是内部强弱分明、公司基本面被重新定价。 市场的讨论集中在三点：有人认为 MSFT、AMD 属于涨多后的正常回调； 也有人觉得是资金从“基础设施端”向“应用端”切换；还有人相信谷歌、Meta 的广告与 AI 产品线处在“验证阶段”，更容易被资金偏好。 那么问题来了👇这波科技股分化，你怎么看？ 你觉得是短期波动，还是趋势变化的开始？ 会因此调整你的持仓方向吗？ 👇 以下是社区虎友们的不同观点，你更认同哪一种？欢迎评论区交流你的判断。[你懂的][你懂的] @马虎恶魔号 $谷歌(GOOG)$ 好吧，好多人都在关注这支股票，尤其是明天早晨的财务报告。因为谷歌这支股票的季报真的很重要，它的重要点其实是他转型之后，是否能保证他的。高增长与高利润。 对，你没有听错，你真的没有听错，我们不只要高增长，我们还要高利润，这个就是。要关注明天财报的重点。 因为苹果在这上面吃了肉。就是我刚才写的一篇文章，苹果为什么还能涨 也是因为微软在这上边挨了揍。是因为微软花了很多很多的钱去买装备，但是这些装备能否在未来的应用中，把这些装备的钱转换成收益？这个对投资人产生了极大的恐慌，所以微软吐出了我去年一年的收益。 这就是我想跟大家说的，所有人都认为谷歌明天的财报绝对是好财报。而且我可以用一个公","images":[{"img":"https://static.tigerbbs.com/539f33df5507a2f49abb0deadc5ba1e5"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/529467883331704","isVote":1,"tweetType":1,"viewCount":31001,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4087422624240810","idStr":"4087422624240810"},"content":"AI 行情开始分化了","text":"AI 行情开始分化了","html":"AI 行情开始分化了"}],"imageCount":11,"langContent":"CN","totalScore":0},{"id":529356395022048,"gmtCreate":1770273522164,"gmtModify":1770274744725,"author":{"id":"3538979157740005","authorId":"3538979157740005","name":"金融叁劍客","avatar":"https://static.tigerbbs.com/e3a768355efc361c844de67abc2d4a63","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3538979157740005","idStr":"3538979157740005"},"themes":[],"title":"上市半年股价涨超98%领跑板块！极智嘉(2590.HK)迎双重催化：明日正式“入通”，盈利拐点已获券商验证","htmlText":"自2025年至2026年1月以来，港股机器人板块持续吸引市场关注，整体呈现高景气走势。在板块普涨态势中，全球智能机器人引领者极智嘉（2590.HK）表现尤为突出，在上市半年即录得股价接近翻倍的强势行情。自16.80港元发行价起一路稳步上行，于2025年10月9日最高触及33.90港元，区间累计涨幅约101.79%，实现上市三个月股价翻番。横向对比来看，在2025年7月初至2026年1月末的统计区间内，极智嘉的累计涨幅显著跑赢其他港股机器人公司，较第二名微创机器人仍高出约12个百分点，领跑港股机器人板块。 入通将进一步提升流动性，估值有望迎来系统性提振 2月6日，极智嘉正式纳入港股通标的证券名单。入通后公司将打通南下资金通道，扩大投资者覆盖面，提升交易活跃度与资金流动性，迎来显著的估值溢价。例如，人形机器人第一股优必选在2024年3月4日纳入港股通后，股价一度突破300港元，随后整体维持震荡上行趋势。 极智嘉此番入通，恰逢产业与政策共振的关键窗口期，估值提升的外部条件更为充足。2025年港股机器人概念板块全年累计上涨64.6%。市场普遍认为，2026年是机器人产业迈向规模化量产的重要拐点，板块有望继续获得资金集中配置、延续高景气周期。 政策端亦加速推动AI向工业场景规模化落地。八部门联合发布《“人工智能+制造”专项行动实施意见》，明确提出推动AI与制造业“双向赋能”，并设定到2027年推动3-5个通用大模型在制造业深度应用、推出1000个高水平工业智能体等具体目标，为公司中长期增长提供了坚实的宏观支撑。 凭借领先的AI+机器人技术、成熟的商业模式与全球化规模交付能力，公司已连续七年稳居全球AMR市占率榜首，构筑了扎实的盈利基本盘。随着具身智能业务打开第二增长曲线，叠加港股通带来的流动性再定价，未来估值具备显著的上行弹性。 海外商业化进程提速，迈入规模化盈利阶段 近期，海外订单","listText":"自2025年至2026年1月以来，港股机器人板块持续吸引市场关注，整体呈现高景气走势。在板块普涨态势中，全球智能机器人引领者极智嘉（2590.HK）表现尤为突出，在上市半年即录得股价接近翻倍的强势行情。自16.80港元发行价起一路稳步上行，于2025年10月9日最高触及33.90港元，区间累计涨幅约101.79%，实现上市三个月股价翻番。横向对比来看，在2025年7月初至2026年1月末的统计区间内，极智嘉的累计涨幅显著跑赢其他港股机器人公司，较第二名微创机器人仍高出约12个百分点，领跑港股机器人板块。 入通将进一步提升流动性，估值有望迎来系统性提振 2月6日，极智嘉正式纳入港股通标的证券名单。入通后公司将打通南下资金通道，扩大投资者覆盖面，提升交易活跃度与资金流动性，迎来显著的估值溢价。例如，人形机器人第一股优必选在2024年3月4日纳入港股通后，股价一度突破300港元，随后整体维持震荡上行趋势。 极智嘉此番入通，恰逢产业与政策共振的关键窗口期，估值提升的外部条件更为充足。2025年港股机器人概念板块全年累计上涨64.6%。市场普遍认为，2026年是机器人产业迈向规模化量产的重要拐点，板块有望继续获得资金集中配置、延续高景气周期。 政策端亦加速推动AI向工业场景规模化落地。八部门联合发布《“人工智能+制造”专项行动实施意见》，明确提出推动AI与制造业“双向赋能”，并设定到2027年推动3-5个通用大模型在制造业深度应用、推出1000个高水平工业智能体等具体目标，为公司中长期增长提供了坚实的宏观支撑。 凭借领先的AI+机器人技术、成熟的商业模式与全球化规模交付能力，公司已连续七年稳居全球AMR市占率榜首，构筑了扎实的盈利基本盘。随着具身智能业务打开第二增长曲线，叠加港股通带来的流动性再定价，未来估值具备显著的上行弹性。 海外商业化进程提速，迈入规模化盈利阶段 近期，海外订单","text":"自2025年至2026年1月以来，港股机器人板块持续吸引市场关注，整体呈现高景气走势。在板块普涨态势中，全球智能机器人引领者极智嘉（2590.HK）表现尤为突出，在上市半年即录得股价接近翻倍的强势行情。自16.80港元发行价起一路稳步上行，于2025年10月9日最高触及33.90港元，区间累计涨幅约101.79%，实现上市三个月股价翻番。横向对比来看，在2025年7月初至2026年1月末的统计区间内，极智嘉的累计涨幅显著跑赢其他港股机器人公司，较第二名微创机器人仍高出约12个百分点，领跑港股机器人板块。 入通将进一步提升流动性，估值有望迎来系统性提振 2月6日，极智嘉正式纳入港股通标的证券名单。入通后公司将打通南下资金通道，扩大投资者覆盖面，提升交易活跃度与资金流动性，迎来显著的估值溢价。例如，人形机器人第一股优必选在2024年3月4日纳入港股通后，股价一度突破300港元，随后整体维持震荡上行趋势。 极智嘉此番入通，恰逢产业与政策共振的关键窗口期，估值提升的外部条件更为充足。2025年港股机器人概念板块全年累计上涨64.6%。市场普遍认为，2026年是机器人产业迈向规模化量产的重要拐点，板块有望继续获得资金集中配置、延续高景气周期。 政策端亦加速推动AI向工业场景规模化落地。八部门联合发布《“人工智能+制造”专项行动实施意见》，明确提出推动AI与制造业“双向赋能”，并设定到2027年推动3-5个通用大模型在制造业深度应用、推出1000个高水平工业智能体等具体目标，为公司中长期增长提供了坚实的宏观支撑。 凭借领先的AI+机器人技术、成熟的商业模式与全球化规模交付能力，公司已连续七年稳居全球AMR市占率榜首，构筑了扎实的盈利基本盘。随着具身智能业务打开第二增长曲线，叠加港股通带来的流动性再定价，未来估值具备显著的上行弹性。 海外商业化进程提速，迈入规模化盈利阶段 近期，海外订单","images":[{"img":"https://static.tigerbbs.com/b8ef3dc2339a4e557b0e6948979cbf2e","width":"936","height":"129"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/529356395022048","isVote":1,"tweetType":1,"viewCount":5688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132744419072020","authorId":"4132744419072020","name":"商业者研究所","avatar":"https://static.tigerbbs.com/014371ce1ef282202cbfcf326a7089ee","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4132744419072020","idStr":"4132744419072020"},"content":"未来估值具备显著的上行弹性","text":"未来估值具备显著的上行弹性","html":"未来估值具备显著的上行弹性"},{"author":{"id":"3479274779734729","authorId":"3479274779734729","name":"maroketo","avatar":"https://static.laohu8.com/picture113","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274779734729","idStr":"3479274779734729"},"content":"极智嘉牛啊！入通催化强！","text":"极智嘉牛啊！入通催化强！","html":"极智嘉牛啊！入通催化强！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":529344846590608,"gmtCreate":1770270625704,"gmtModify":1770270627844,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195299487874760","idStr":"4195299487874760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 肯定没有，业绩跟不上咋办？不争气的","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 肯定没有，业绩跟不上咋办？不争气的","text":"$美国超微公司(AMD)$ 肯定没有，业绩跟不上咋办？不争气的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529344846590608","isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000203","authorId":"9000000000000203","name":"MichaelPerez","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000203","idStr":"9000000000000203"},"content":"业绩跟不上就早点割肉，别硬撑！","text":"业绩跟不上就早点割肉，别硬撑！","html":"业绩跟不上就早点割肉，别硬撑！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529343495582440,"gmtCreate":1770270297226,"gmtModify":1770270299048,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3459462368857793","idStr":"3459462368857793"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 业绩跟不上，估计回去到起点。等吧","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 业绩跟不上，估计回去到起点。等吧","text":"$美国超微公司(AMD)$ 业绩跟不上，估计回去到起点。等吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529343495582440","isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000645","authorId":"9000000000000645","name":"CornellRudolph","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000645","idStr":"9000000000000645"},"content":"业绩真拉胯，等抄底吧","text":"业绩真拉胯，等抄底吧","html":"业绩真拉胯，等抄底吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529275807482368,"gmtCreate":1770253877983,"gmtModify":1770255832250,"author":{"id":"3493698568966212","authorId":"3493698568966212","name":"曼谷胶易人","avatar":"https://static.tigerbbs.com/46004ddca4004d2bdc268a461f305cd2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493698568966212","idStr":"3493698568966212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> AMD这次大跌是“高预期+高估值”下的正常回调，不是基本面崩盘。中长期逻辑仍在，但短期情绪和估值压力偏大，更适合逢低分批建仓或持有观望，而不是追涨杀跌。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> AMD这次大跌是“高预期+高估值”下的正常回调，不是基本面崩盘。中长期逻辑仍在，但短期情绪和估值压力偏大，更适合逢低分批建仓或持有观望，而不是追涨杀跌。","text":"$美国超微公司(AMD)$ AMD这次大跌是“高预期+高估值”下的正常回调，不是基本面崩盘。中长期逻辑仍在，但短期情绪和估值压力偏大，更适合逢低分批建仓或持有观望，而不是追涨杀跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529275807482368","isVote":1,"tweetType":1,"viewCount":4683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578749369624583","authorId":"3578749369624583","name":"小忍者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3578749369624583","idStr":"3578749369624583"},"content":"看看intel财报也没amd跌的那么狠","text":"看看intel财报也没amd跌的那么狠","html":"看看intel财报也没amd跌的那么狠"},{"author":{"id":"9000000000000169","authorId":"9000000000000169","name":"JohnnyYoung","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000169","idStr":"9000000000000169"},"content":"同意！逢低加仓是王道。","text":"同意！逢低加仓是王道。","html":"同意！逢低加仓是王道。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529114545256088,"gmtCreate":1770209458635,"gmtModify":1770209461291,"author":{"id":"9000000000000228","authorId":"9000000000000228","name":"重生之我是鲍威尔","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000228","idStr":"9000000000000228"},"themes":[],"title":"","htmlText":"见过最**的解释，业绩好还大跌。以前是不超预期，后来是大超预期但指引差，现在是大超预期+指引好，但不够炸裂。[汗颜] <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"见过最**的解释，业绩好还大跌。以前是不超预期，后来是大超预期但指引差，现在是大超预期+指引好，但不够炸裂。[汗颜] <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"见过最**的解释，业绩好还大跌。以前是不超预期，后来是大超预期但指引差，现在是大超预期+指引好，但不够炸裂。[汗颜] $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/529114545256088","isVote":1,"tweetType":1,"viewCount":7455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572308881608547","authorId":"3572308881608547","name":"Felix8284","avatar":"https://static.tigerbbs.com/0404edd7d40af76e8a61b7333bee9eb0","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3572308881608547","idStr":"3572308881608547"},"content":"所以说，现在市场对某些票太苛刻了，指引不超预期都暴跌，神经病啊","text":"所以说，现在市场对某些票太苛刻了，指引不超预期都暴跌，神经病啊","html":"所以说，现在市场对某些票太苛刻了，指引不超预期都暴跌，神经病啊"},{"author":{"id":"3503570159183357","authorId":"3503570159183357","name":"小兔白又白","avatar":"https://static.tigerbbs.com/76bc8eb0b91a9686e087281ce27350a5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3503570159183357","idStr":"3503570159183357"},"content":"华尔街就是不拉你，你能怎么办，闪迪人家涨了十倍","text":"华尔街就是不拉你，你能怎么办，闪迪人家涨了十倍","html":"华尔街就是不拉你，你能怎么办，闪迪人家涨了十倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529113912397864,"gmtCreate":1770209398050,"gmtModify":1770212165011,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010490","idStr":"10000000000010490"},"themes":[],"title":"","htmlText":"罪不至此吧，大方的时候给太多，美股杀估值的时候又太狠，感觉纯纯有病。 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这个业绩和估值跟不上市值增长。杀估值阶段谨慎","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这个业绩和估值跟不上市值增长。杀估值阶段谨慎","text":"$美国超微公司(AMD)$ 这个业绩和估值跟不上市值增长。杀估值阶段谨慎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529225288806704","isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000692","authorId":"9000000000000692","name":"BartonBecky","avatar":"https://static.tigerbbs.com/fde9003fb484c9e374d5eaed0de72bd3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000692","idStr":"9000000000000692"},"content":"AMD估值太高，小心泡沫爆！","text":"AMD估值太高，小心泡沫爆！","html":"AMD估值太高，小心泡沫爆！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529024699265824,"gmtCreate":1770187588772,"gmtModify":1770188098206,"author":{"id":"3497467987261225","authorId":"3497467987261225","name":"糖果田田","avatar":"https://static.tigerbbs.com/90c3716dd4df24fd678a10277aa9fa7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497467987261225","idStr":"3497467987261225"},"themes":[],"title":"","htmlText":"为什么它就要杀期权呢，","listText":"为什么它就要杀期权呢，","text":"为什么它就要杀期权呢，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529024699265824","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529113858376552,"gmtCreate":1770185465088,"gmtModify":1770185467584,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD老演员了，发财报日卖，第二天买回来，实事求是的看财报不差，跟英特尔财报杀跌的剧本一样，过几天就回去了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD老演员了，发财报日卖，第二天买回来，实事求是的看财报不差，跟英特尔财报杀跌的剧本一样，过几天就回去了","text":"$美国超微公司(AMD)$AMD老演员了，发财报日卖，第二天买回来，实事求是的看财报不差，跟英特尔财报杀跌的剧本一样，过几天就回去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529113858376552","isVote":1,"tweetType":1,"viewCount":5144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":536748512007152,"gmtCreate":1772063004553,"gmtModify":1772063006198,"author":{"id":"4120115595748460","authorId":"4120115595748460","name":"超越666888","avatar":"https://static.tigerbbs.com/c7091f180a159a1aca5e96e89241744c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120115595748460","authorIdStr":"4120115595748460"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536748512007152","isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536627769770496,"gmtCreate":1772033612154,"gmtModify":1772033613977,"author":{"id":"3552609846285590","authorId":"3552609846285590","name":"Lydia758","avatar":"https://static.tigerbbs.com/28fe40b632359d10a879ebb9a9eef57b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552609846285590","authorIdStr":"3552609846285590"},"themes":[],"title":"","htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536627769770496","isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536476290424952,"gmtCreate":1771995996053,"gmtModify":1771995999850,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了 后面会不会再送股份出去？可能性好像还比较大哦","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了 后面会不会再送股份出去？可能性好像还比较大哦","text":"$美国超微公司(AMD)$AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了 后面会不会再送股份出去？可能性好像还比较大哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536476290424952","isVote":1,"tweetType":1,"viewCount":2226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536489587463536,"gmtCreate":1771999792626,"gmtModify":1771999794522,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 题材炒一波，还是要看具体推进情况。营收和利润的转化情况。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 题材炒一波，还是要看具体推进情况。营收和利润的转化情况。","text":"$美国超微公司(AMD)$ 题材炒一波，还是要看具体推进情况。营收和利润的转化情况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536489587463536","isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000136","authorId":"9000000000000136","name":"JimmyTurner","avatar":"https://static.tigerbbs.com/e32612860d02f31ae6eb923f14c61b63","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000136","authorIdStr":"9000000000000136"},"content":"题材别冲动，业绩落地再说。","text":"题材别冲动，业绩落地再说。","html":"题材别冲动，业绩落地再说。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536551691703792,"gmtCreate":1772014988224,"gmtModify":1772015876329,"author":{"id":"3577966502778047","authorId":"3577966502778047","name":"hycrogen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577966502778047","authorIdStr":"3577966502778047"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看到250元以上","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看到250元以上","text":"$美国超微公司(AMD)$ 看到250元以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536551691703792","isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531593353339864,"gmtCreate":1770804420395,"gmtModify":1770805229514,"author":{"id":"4204169960557602","authorId":"4204169960557602","name":"北洛祖师","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204169960557602","authorIdStr":"4204169960557602"},"themes":[],"title":"","htmlText":"AMD这次大跌不是被错杀，而是市场对财报“含金量”的理性纠偏。虽然营收和利润都创了新高，但华尔街发现这份“满分答卷”里藏了不少水分，核心逻辑是“高估值撑不住低质量增长”。","listText":"AMD这次大跌不是被错杀，而是市场对财报“含金量”的理性纠偏。虽然营收和利润都创了新高，但华尔街发现这份“满分答卷”里藏了不少水分，核心逻辑是“高估值撑不住低质量增长”。","text":"AMD这次大跌不是被错杀，而是市场对财报“含金量”的理性纠偏。虽然营收和利润都创了新高，但华尔街发现这份“满分答卷”里藏了不少水分，核心逻辑是“高估值撑不住低质量增长”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531593353339864","isVote":1,"tweetType":1,"viewCount":3776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531353836500056,"gmtCreate":1770745945730,"gmtModify":1770746023764,"author":{"id":"3483960335498638","authorId":"3483960335498638","name":"坚强的爱自己","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483960335498638","authorIdStr":"3483960335498638"},"themes":[],"title":"","htmlText":"是的，错杀了 AMD的芯片在ai领域是除了英伟达之外，在江湖上有一定地位的","listText":"是的，错杀了 AMD的芯片在ai领域是除了英伟达之外，在江湖上有一定地位的","text":"是的，错杀了 AMD的芯片在ai领域是除了英伟达之外，在江湖上有一定地位的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531353836500056","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529275807482368,"gmtCreate":1770253877983,"gmtModify":1770255832250,"author":{"id":"3493698568966212","authorId":"3493698568966212","name":"曼谷胶易人","avatar":"https://static.tigerbbs.com/46004ddca4004d2bdc268a461f305cd2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493698568966212","authorIdStr":"3493698568966212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> AMD这次大跌是“高预期+高估值”下的正常回调，不是基本面崩盘。中长期逻辑仍在，但短期情绪和估值压力偏大，更适合逢低分批建仓或持有观望，而不是追涨杀跌。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> AMD这次大跌是“高预期+高估值”下的正常回调，不是基本面崩盘。中长期逻辑仍在，但短期情绪和估值压力偏大，更适合逢低分批建仓或持有观望，而不是追涨杀跌。","text":"$美国超微公司(AMD)$ AMD这次大跌是“高预期+高估值”下的正常回调，不是基本面崩盘。中长期逻辑仍在，但短期情绪和估值压力偏大，更适合逢低分批建仓或持有观望，而不是追涨杀跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529275807482368","isVote":1,"tweetType":1,"viewCount":4683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578749369624583","authorId":"3578749369624583","name":"小忍者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3578749369624583","authorIdStr":"3578749369624583"},"content":"看看intel财报也没amd跌的那么狠","text":"看看intel财报也没amd跌的那么狠","html":"看看intel财报也没amd跌的那么狠"},{"author":{"id":"9000000000000169","authorId":"9000000000000169","name":"JohnnyYoung","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000169","authorIdStr":"9000000000000169"},"content":"同意！逢低加仓是王道。","text":"同意！逢低加仓是王道。","html":"同意！逢低加仓是王道。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529114545256088,"gmtCreate":1770209458635,"gmtModify":1770209461291,"author":{"id":"9000000000000228","authorId":"9000000000000228","name":"重生之我是鲍威尔","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000228","authorIdStr":"9000000000000228"},"themes":[],"title":"","htmlText":"见过最**的解释，业绩好还大跌。以前是不超预期，后来是大超预期但指引差，现在是大超预期+指引好，但不够炸裂。[汗颜] <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"见过最**的解释，业绩好还大跌。以前是不超预期，后来是大超预期但指引差，现在是大超预期+指引好，但不够炸裂。[汗颜] <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"见过最**的解释，业绩好还大跌。以前是不超预期，后来是大超预期但指引差，现在是大超预期+指引好，但不够炸裂。[汗颜] $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/529114545256088","isVote":1,"tweetType":1,"viewCount":7455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572308881608547","authorId":"3572308881608547","name":"Felix8284","avatar":"https://static.tigerbbs.com/0404edd7d40af76e8a61b7333bee9eb0","crmLevel":5,"crmLevelSwitch":0,"idStr":"3572308881608547","authorIdStr":"3572308881608547"},"content":"所以说，现在市场对某些票太苛刻了，指引不超预期都暴跌，神经病啊","text":"所以说，现在市场对某些票太苛刻了，指引不超预期都暴跌，神经病啊","html":"所以说，现在市场对某些票太苛刻了，指引不超预期都暴跌，神经病啊"},{"author":{"id":"3503570159183357","authorId":"3503570159183357","name":"小兔白又白","avatar":"https://static.tigerbbs.com/76bc8eb0b91a9686e087281ce27350a5","crmLevel":9,"crmLevelSwitch":1,"idStr":"3503570159183357","authorIdStr":"3503570159183357"},"content":"华尔街就是不拉你，你能怎么办，闪迪人家涨了十倍","text":"华尔街就是不拉你，你能怎么办，闪迪人家涨了十倍","html":"华尔街就是不拉你，你能怎么办，闪迪人家涨了十倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529113858376552,"gmtCreate":1770185465088,"gmtModify":1770185467584,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD老演员了，发财报日卖，第二天买回来，实事求是的看财报不差，跟英特尔财报杀跌的剧本一样，过几天就回去了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD老演员了，发财报日卖，第二天买回来，实事求是的看财报不差，跟英特尔财报杀跌的剧本一样，过几天就回去了","text":"$美国超微公司(AMD)$AMD老演员了，发财报日卖，第二天买回来，实事求是的看财报不差，跟英特尔财报杀跌的剧本一样，过几天就回去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529113858376552","isVote":1,"tweetType":1,"viewCount":5144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529113686868840,"gmtCreate":1770185423216,"gmtModify":1770186295705,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>目前观察资金觉得还是英特尔有潜力一点，AMD也不差，先杀一下期权，估计很快也拉回去了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>目前观察资金觉得还是英特尔有潜力一点，AMD也不差，先杀一下期权，估计很快也拉回去了","text":"$美国超微公司(AMD)$目前观察资金觉得还是英特尔有潜力一点，AMD也不差，先杀一下期权，估计很快也拉回去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529113686868840","isVote":1,"tweetType":1,"viewCount":2969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497467987261225","authorId":"3497467987261225","name":"糖果田田","avatar":"https://static.tigerbbs.com/90c3716dd4df24fd678a10277aa9fa7f","crmLevel":6,"crmLevelSwitch":0,"idStr":"3497467987261225","authorIdStr":"3497467987261225"},"content":"为什么它就要杀期权呢，","text":"为什么它就要杀期权呢，","html":"为什么它就要杀期权呢，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529497602502696,"gmtCreate":1770292210889,"gmtModify":1770299120940,"author":{"id":"9000000000000231","authorId":"9000000000000231","name":"存钱游乐场","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000231","authorIdStr":"9000000000000231"},"themes":[],"title":"","htmlText":"如果真走类似剧本，今天高开低走杀一波多，底过几天就出来了。亚马逊业绩应该能带动AMD往上走。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"如果真走类似剧本，今天高开低走杀一波多，底过几天就出来了。亚马逊业绩应该能带动AMD往上走。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"如果真走类似剧本，今天高开低走杀一波多，底过几天就出来了。亚马逊业绩应该能带动AMD往上走。 $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529497602502696","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530855032010352,"gmtCreate":1770624245688,"gmtModify":1770624844145,"author":{"id":"3553032506850867","authorId":"3553032506850867","name":"股中自由飞","avatar":"https://static.tigerbbs.com/ee6f45837fe72e0cfc7f0551baf2fb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553032506850867","authorIdStr":"3553032506850867"},"themes":[],"title":"","htmlText":"不要怕，一年半载又会涨上来，美股只要有耐心，亏钱只是暂时的，芯片集成是科技发展趋势，老美这边优势不好超越","listText":"不要怕，一年半载又会涨上来，美股只要有耐心，亏钱只是暂时的，芯片集成是科技发展趋势，老美这边优势不好超越","text":"不要怕，一年半载又会涨上来，美股只要有耐心，亏钱只是暂时的，芯片集成是科技发展趋势，老美这边优势不好超越","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530855032010352","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529497349902432,"gmtCreate":1770292062311,"gmtModify":1770292064347,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000230","authorIdStr":"9000000000000230"},"themes":[],"title":"","htmlText":"这货盘前挺有参考价值，后段能回到205开盘的话今晚还有机会反弹，不然大概率继续跌 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"这货盘前挺有参考价值，后段能回到205开盘的话今晚还有机会反弹，不然大概率继续跌 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"这货盘前挺有参考价值，后段能回到205开盘的话今晚还有机会反弹，不然大概率继续跌 $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529497349902432","isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529113912397864,"gmtCreate":1770209398050,"gmtModify":1770212165011,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010490","authorIdStr":"10000000000010490"},"themes":[],"title":"","htmlText":"罪不至此吧，大方的时候给太多，美股杀估值的时候又太狠，感觉纯纯有病。 <a 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这个业绩和估值跟不上市值增长。杀估值阶段谨慎","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这个业绩和估值跟不上市值增长。杀估值阶段谨慎","text":"$美国超微公司(AMD)$ 这个业绩和估值跟不上市值增长。杀估值阶段谨慎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529225288806704","isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000692","authorId":"9000000000000692","name":"BartonBecky","avatar":"https://static.tigerbbs.com/fde9003fb484c9e374d5eaed0de72bd3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000692","authorIdStr":"9000000000000692"},"content":"AMD估值太高，小心泡沫爆！","text":"AMD估值太高，小心泡沫爆！","html":"AMD估值太高，小心泡沫爆！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529344846590608,"gmtCreate":1770270625704,"gmtModify":1770270627844,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 肯定没有，业绩跟不上咋办？不争气的","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 肯定没有，业绩跟不上咋办？不争气的","text":"$美国超微公司(AMD)$ 肯定没有，业绩跟不上咋办？不争气的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529344846590608","isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000203","authorId":"9000000000000203","name":"MichaelPerez","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000203","authorIdStr":"9000000000000203"},"content":"业绩跟不上就早点割肉，别硬撑！","text":"业绩跟不上就早点割肉，别硬撑！","html":"业绩跟不上就早点割肉，别硬撑！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530830867694408,"gmtCreate":1770618265156,"gmtModify":1770619919238,"author":{"id":"4107044353851900","authorId":"4107044353851900","name":"zepak","avatar":"https://static.tigerbbs.com/a6ef0f8d228ad80e36510af31ca04f3b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107044353851900","authorIdStr":"4107044353851900"},"themes":[],"title":"","htmlText":"啊还是坚定看好AMD，ai时代买铲子还不赚钱就有点过分了[开心]&nbsp;&nbsp;","listText":"啊还是坚定看好AMD，ai时代买铲子还不赚钱就有点过分了[开心]&nbsp;&nbsp;","text":"啊还是坚定看好AMD，ai时代买铲子还不赚钱就有点过分了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530830867694408","isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529343495582440,"gmtCreate":1770270297226,"gmtModify":1770270299048,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"title":"","htmlText":"<a 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业绩跟不上，估计回去到起点。等吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529343495582440","isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000645","authorId":"9000000000000645","name":"CornellRudolph","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000645","authorIdStr":"9000000000000645"},"content":"业绩真拉胯，等抄底吧","text":"业绩真拉胯，等抄底吧","html":"业绩真拉胯，等抄底吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530840875406232,"gmtCreate":1770618906830,"gmtModify":1770618909378,"author":{"id":"3576827762518462","authorId":"3576827762518462","name":"zwh1997","avatar":"https://static.tigerbbs.com/0b273babaabc1300e716d3047744bc09","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576827762518462","authorIdStr":"3576827762518462"},"themes":[],"title":"","htmlText":"应该没有被错杀，市场反应太激烈了","listText":"应该没有被错杀，市场反应太激烈了","text":"应该没有被错杀，市场反应太激烈了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530840875406232","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}