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持股修身养性
13:13
$比特币(BTC.USD.CC)$
比特币至少能到30W,我觉得这并不是空口说话,比特币的稀缺性和去中心化特性决定了它的未来可能会迎来更多的需求。
持股修身养性
13:10
$腾讯控股(00700)$
看好腾讯的AI布局和华为的芯片研发,这两家公司在AI领域的深度挖掘,不容小觑。
持股修身养性
13:08
$阿里巴巴(BABA)$
中概股的潜力依然巨大,看好阿里在云计算和电商领域的强大优势。而且阿里现在也非常便宜
持股修身养性
02-06 15:58
$中芯国际(00981)$
市场对国产芯片的前景越来越看好。尤其是5G、AI、大数据等技术对半导体的需求强劲,中芯国际作为国内最大芯片代工厂,买入买入
持股修身养性
02-06 15:56
$美国超微公司(AMD)$
AMD的技术进步和市场份额逐渐增大,未来依然看好。尤其是它在高端芯片市场的竞争力不断提升。这次的震荡反而是一个不错的低吸机会。
持股修身养性
02-06 15:54
$高通(QCOM)$
高通股价绩后下跌其实也不意外,毕竟它的部分业务面临一定的竞争压力。但半导体行业的长期需求仍然强劲,尤其是5G、AI、汽车芯片等领域持续扩展。
持股修身养性
02-06 15:52
$腾讯控股(00700)$
特朗普开打贸易战对一些防御性强的企业反而是机会,像科技股中的龙头企业能经受住这样的考验。贸易战的长期影响会加速产业链的重组,布局中国相关的科技股
持股修身养性
02-05 16:20
$ARM Holdings(ARM)$
ARM架构在智能手机市占率升至99%,汽车芯片渗透率突破35%,每台设备的特许权使用费正在形成滚雪球效应。苹果M3芯片的爆款表现,再次证明ARM生态的技术红利远未枯竭。
持股修身养性
02-05 16:17
$古茗(01364)$
低价不等于低质,古茗通过爆款单品如牛油果系列建立心智锚点,复购率高达45%。24小时门店占比15%和联名营销的精准触达,正在将奶茶从饮品升级为年轻人的社交货币。
持股修身养性
02-05 16:14
$谷歌(GOOG)$
谷歌大模型已经深度植入办公场景了,企业用户日均调用次数环比增长很高。这种工具即服务的模式正在颠覆传统IaaS的竞争维度,云业务的估值逻辑将从资源规模转向生产力提升效率。
持股修身养性
02-04
$美国超微公司(AMD)$
不认为ds的出现会导致芯片需求放缓。如今的训练工作受到电力限制,并非我们不清楚如何更好地开展训练。倘若训练机制发生改变,能用相同数量的硬件实现10倍的训练量,那么训练模型将会变得更为复杂,而不是减少芯片使用量,因为人们都希望充分利用现有的训练模型。
持股修身养性
02-04
$特斯拉(TSLA)$
特斯拉的核心投资逻辑在于其技术护城河、垂直整合能力及能源生态布局,长期受益于全球电动化与能源转型趋势。只要这些东西一直在,特斯拉的股价就看不到头
持股修身养性
02-04
$恒生指数(HSI)$
国企改革概念这次带着数字经济新皮肤啊,电信三巨头搞云计算,石油集团玩碳中和。噱头十足但味道未知啊,不过能蹭上概念肯定是短期利好
持股修身养性
02-04
$比特币(BTC.USD.CC)$
主权基金入场BTC像极了央妈突然给压岁钱,短期情绪应该能稳一稳了,但长期要看是真金白银还是嘴炮护盘。别忘了当年萨尔瓦多All in比特币,现在国民还在用BTC买煎饼果子抵国债
持股修身养性
02-03
$中芯国际(00981)$
贸易战明面上是重创半导体,利好国产替代链,中芯国际大概率吃红利,后面可以买点中心港股
持股修身养性
02-03
$亚马逊(AMZN)$
AWS迁移成本高到像离婚分家产,加上现在亚马逊给AI客户送定制芯片,可能把云服务变成戒不掉的瘾。
持股修身养性
02-03
$金山云(03896)$
金山云现在是AI公司的备胎仓库,大模型训练太烧钱,巨头用AWS,创业公司就找它蹭廉价算力。最近和月之暗面合作,直接就是平民版OpenAI。
持股修身养性
02-03
$英伟达(NVDA)$
全球码农用CUDA写了15年代码,突然换架构就像让东北人改说粤语,生态绑架是科技界最狠的护城河
持股修身养性
01-31
$英伟达(NVDA)$
想象全中国商店突然只收现金不用支付宝,这就是开发者离开CUDA的感受!就算DeepSeek芯片快10倍,重写代码的成本也能让企业财务崩溃。生态绑架算不算科技界最厚护城河?
持股修身养性
01-31
$英特尔(INTC)$
微软已经放话明年Win12系统必须搭配NPU芯片,这招直接创造没有AI芯片不能开机的新刚需。当电脑变成AI入口,英特尔可能从CPU厂变身AI守门员。
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比特币至少能到30W,我觉得这并不是空口说话,比特币的稀缺性和去中心化特性决定了它的未来可能会迎来更多的需求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400917027123816","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400917036544048,"gmtCreate":1738905044183,"gmtModify":1738905046224,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><v-v data-views=\"1\"></v-v> 看好腾讯的AI布局和华为的芯片研发,这两家公司在AI领域的深度挖掘,不容小觑。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><v-v data-views=\"1\"></v-v> 看好腾讯的AI布局和华为的芯片研发,这两家公司在AI领域的深度挖掘,不容小觑。","text":"$腾讯控股(00700)$ 看好腾讯的AI布局和华为的芯片研发,这两家公司在AI领域的深度挖掘,不容小觑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400917036544048","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400916455211056,"gmtCreate":1738904902256,"gmtModify":1738904903920,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 中概股的潜力依然巨大,看好阿里在云计算和电商领域的强大优势。而且阿里现在也非常便宜","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 中概股的潜力依然巨大,看好阿里在云计算和电商领域的强大优势。而且阿里现在也非常便宜","text":"$阿里巴巴(BABA)$ 中概股的潜力依然巨大,看好阿里在云计算和电商领域的强大优势。而且阿里现在也非常便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400916455211056","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400604444114992,"gmtCreate":1738828727672,"gmtModify":1738828729423,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 市场对国产芯片的前景越来越看好。尤其是5G、AI、大数据等技术对半导体的需求强劲,中芯国际作为国内最大芯片代工厂,买入买入","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> AMD的技术进步和市场份额逐渐增大,未来依然看好。尤其是它在高端芯片市场的竞争力不断提升。这次的震荡反而是一个不错的低吸机会。","text":"$美国超微公司(AMD)$ AMD的技术进步和市场份额逐渐增大,未来依然看好。尤其是它在高端芯片市场的竞争力不断提升。这次的震荡反而是一个不错的低吸机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400603372388968","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400602862498408,"gmtCreate":1738828480338,"gmtModify":1738828482429,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 高通股价绩后下跌其实也不意外,毕竟它的部分业务面临一定的竞争压力。但半导体行业的长期需求仍然强劲,尤其是5G、AI、汽车芯片等领域持续扩展。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 高通股价绩后下跌其实也不意外,毕竟它的部分业务面临一定的竞争压力。但半导体行业的长期需求仍然强劲,尤其是5G、AI、汽车芯片等领域持续扩展。","text":"$高通(QCOM)$ 高通股价绩后下跌其实也不意外,毕竟它的部分业务面临一定的竞争压力。但半导体行业的长期需求仍然强劲,尤其是5G、AI、汽车芯片等领域持续扩展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400602862498408","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400602289144424,"gmtCreate":1738828340359,"gmtModify":1738828388555,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 特朗普开打贸易战对一些防御性强的企业反而是机会,像科技股中的龙头企业能经受住这样的考验。贸易战的长期影响会加速产业链的重组,布局中国相关的科技股","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 特朗普开打贸易战对一些防御性强的企业反而是机会,像科技股中的龙头企业能经受住这样的考验。贸易战的长期影响会加速产业链的重组,布局中国相关的科技股","text":"$腾讯控股(00700)$ 特朗普开打贸易战对一些防御性强的企业反而是机会,像科技股中的龙头企业能经受住这样的考验。贸易战的长期影响会加速产业链的重组,布局中国相关的科技股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400602289144424","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400255373161064,"gmtCreate":1738743644074,"gmtModify":1738745697812,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a> ARM架构在智能手机市占率升至99%,汽车芯片渗透率突破35%,每台设备的特许权使用费正在形成滚雪球效应。苹果M3芯片的爆款表现,再次证明ARM生态的技术红利远未枯竭。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a> ARM架构在智能手机市占率升至99%,汽车芯片渗透率突破35%,每台设备的特许权使用费正在形成滚雪球效应。苹果M3芯片的爆款表现,再次证明ARM生态的技术红利远未枯竭。","text":"$ARM Holdings(ARM)$ ARM架构在智能手机市占率升至99%,汽车芯片渗透率突破35%,每台设备的特许权使用费正在形成滚雪球效应。苹果M3芯片的爆款表现,再次证明ARM生态的技术红利远未枯竭。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400255373161064","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400254668268136,"gmtCreate":1738743471982,"gmtModify":1738743473837,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01364\">$古茗(01364)$</a> 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