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半岛T

半岛T

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05-22

$Circle Internet Corp.(CRCL)$ 我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。

2025-10-23

$CRITICAL METALS CORPORATION(CRML)$ 他们今天又请了位美国海军退役少将加入智囊团，加上原本就有的退役将军，这阵容堪比五角大楼老干部活动中心。看来老美政府是要派资深人士全程盯梢啊

2025-06-27

$Cyngn Inc(CYN)$ 这波要回40了 ☆☆☆☆☆

04-17

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 我简直不敢相信，SOXL居然能从2026年1月的低40多美元，在短短4个月内涨到90多美元以上。真是让人惊叹！

2025-10-08

$联合健康(UNH)$ 各位股友注意了，400刀买单马上要杀到你家走势图门口啦！这行情简直比外卖小哥送餐还准时，准备好瓜子板凳看大戏吧。

2025-12-29

$CoreWeave, Inc.(CRWV)$ 数据中心是新的石油。AI没有它们就运转不了。

2025-06-30

$Blue Gold Ltd(BGL)$ 绝对是$脑再生科技(RGC)$ 2.0，微流通量...波动飞快

05-08

$西部数据(WDC)$ 股价便宜，增长不错，盈利强劲，债务减少了，产品还有创新。股息增加了，预测也很强。我看能到600！

2025-12-29

看空Andrew和Gary，看多$诺和诺德(NVO)$ 。

2025-10-30

这走势图依旧牛气冲天，$SoFi Technologies Inc.(SOFI)$ 干得漂亮啊

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亿美元的量子市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571313070736544","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571115930461408,"gmtCreate":1780437354000,"gmtModify":1780455999260,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a>这只 ETF 能让你便宜地拿到美光、三星和 SK 海力士。更不用说还能布局 NAND 技术、存储和其他相关领域。长期持有就行。","listText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a>这只 ETF 能让你便宜地拿到美光、三星和 SK 海力士。更不用说还能布局 NAND 技术、存储和其他相关领域。长期持有就行。","text":"$Roundhill Memory ETF(DRAM)$ 这只 ETF 能让你便宜地拿到美光、三星和 SK 海力士。更不用说还能布局 NAND 技术、存储和其他相关领域。长期持有就行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571115930461408","isVote":1,"tweetType":1,"viewCount":3622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571044079645912,"gmtCreate":1780431731000,"gmtModify":1780455877964,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>诺基亚的上涨势头看起来还在延续，看看明天能不能突破 18 美元。我还是看好它的。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>诺基亚的上涨势头看起来还在延续，看看明天能不能突破 18 美元。我还是看好它的。","text":"$诺基亚(NOK)$ 诺基亚的上涨势头看起来还在延续，看看明天能不能突破 18 美元。我还是看好它的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571044079645912","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571130566935776,"gmtCreate":1780422562000,"gmtModify":1780470223126,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>成交量偏低。交易员们现在都在关注迈威尔、博通和惠普企业。这只股票暂时落后，但应该会跟上。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>成交量偏低。交易员们现在都在关注迈威尔、博通和惠普企业。这只股票暂时落后，但应该会跟上。","text":"$闪迪(SNDK)$ 成交量偏低。交易员们现在都在关注迈威尔、博通和惠普企业。这只股票暂时落后，但应该会跟上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/571130566935776","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571001693095072,"gmtCreate":1780414892000,"gmtModify":1780454571074,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$&nbsp;</a>这次回调挺健康的，正好是个入场和加仓的机会。低点应该已经探明了，现在正慢慢回升。说不定收盘还能翻绿，走出个不错的日线形态。基本面来看，NOW目前还是最优秀的公司之一，没什么坏消息。","listText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$&nbsp;</a>这次回调挺健康的，正好是个入场和加仓的机会。低点应该已经探明了，现在正慢慢回升。说不定收盘还能翻绿，走出个不错的日线形态。基本面来看，NOW目前还是最优秀的公司之一，没什么坏消息。","text":"$ServiceNow(NOW)$ 这次回调挺健康的，正好是个入场和加仓的机会。低点应该已经探明了，现在正慢慢回升。说不定收盘还能翻绿，走出个不错的日线形态。基本面来看，NOW目前还是最优秀的公司之一，没什么坏消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571001693095072","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570974316688672,"gmtCreate":1780413061000,"gmtModify":1780454513076,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>AI和云业务的订单是值得关注的早期指标。 第一季度，AI和云订单同比增长了67%，超过了2025年的季度平均水平。更重要的是，CEO Justin Hotard预计，诺基亚近期在超大规模数据中心IP路由设计上取得的胜利，将在第二季度开始对订单产生贡献。 AI驱动的需求已经体现在订单上，即使其对收入的影响会滞后几个季度。AI和云订单是值得关注的领先指标。 此外，诺基亚计划到2026年底，将InP光芯片的产能扩大约20倍，这预示着对未来光通信需求的重大预期。 与此同时，AI-RAN才刚刚起步，更广泛的商业部署预计将从2027年开始。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>AI和云业务的订单是值得关注的早期指标。 第一季度，AI和云订单同比增长了67%，超过了2025年的季度平均水平。更重要的是，CEO Justin Hotard预计，诺基亚近期在超大规模数据中心IP路由设计上取得的胜利，将在第二季度开始对订单产生贡献。 AI驱动的需求已经体现在订单上，即使其对收入的影响会滞后几个季度。AI和云订单是值得关注的领先指标。 此外，诺基亚计划到2026年底，将InP光芯片的产能扩大约20倍，这预示着对未来光通信需求的重大预期。 与此同时，AI-RAN才刚刚起步，更广泛的商业部署预计将从2027年开始。","text":"$诺基亚(NOK)$ AI和云业务的订单是值得关注的早期指标。 第一季度，AI和云订单同比增长了67%，超过了2025年的季度平均水平。更重要的是，CEO Justin Hotard预计，诺基亚近期在超大规模数据中心IP路由设计上取得的胜利，将在第二季度开始对订单产生贡献。 AI驱动的需求已经体现在订单上，即使其对收入的影响会滞后几个季度。AI和云订单是值得关注的领先指标。 此外，诺基亚计划到2026年底，将InP光芯片的产能扩大约20倍，这预示着对未来光通信需求的重大预期。 与此同时，AI-RAN才刚刚起步，更广泛的商业部署预计将从2027年开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570974316688672","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570738928373928,"gmtCreate":1780335979000,"gmtModify":1780369160422,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;这仅仅是复苏的开始，后面还有很长的路要走。","listText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;这仅仅是复苏的开始，后面还有很长的路要走。","text":"$ServiceNow(NOW)$ 这仅仅是复苏的开始，后面还有很长的路要走。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570738928373928","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570603661791304,"gmtCreate":1780309243000,"gmtModify":1780366848754,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a>感觉买盘要来了。我肯定不会在800美元以下卖掉。","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a>感觉买盘要来了。我肯定不会在800美元以下卖掉。","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 感觉买盘要来了。我肯定不会在800美元以下卖掉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570603661791304","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570531234312264,"gmtCreate":1780282348000,"gmtModify":1780298190308,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;我手上拿着30份六月和七月到期、行权价120和130的合约。说实话，对接下来这段时间还挺期待的。","listText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;我手上拿着30份六月和七月到期、行权价120和130的合约。说实话，对接下来这段时间还挺期待的。","text":"$ServiceNow(NOW)$ 我手上拿着30份六月和七月到期、行权价120和130的合约。说实话，对接下来这段时间还挺期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570531234312264","isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569559034208528,"gmtCreate":1779996994000,"gmtModify":1780280023097,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$&nbsp;</a>我看，他们可以也将会继续玩低成交量这手，直到SPY的空头认输。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$&nbsp;</a>我看，他们可以也将会继续玩低成交量这手，直到SPY的空头认输。","text":"$标普500ETF(SPY)$ 我看，他们可以也将会继续玩低成交量这手，直到SPY的空头认输。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569559034208528","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568976170684608,"gmtCreate":1779900159000,"gmtModify":1779950794642,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>当诺基亚在夏季末涨到 50 以上时，我都能听到那些“我为什么卖了”的后悔声了！哈哈！","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>当诺基亚在夏季末涨到 50 以上时，我都能听到那些“我为什么卖了”的后悔声了！哈哈！","text":"$诺基亚(NOK)$ 当诺基亚在夏季末涨到 50 以上时，我都能听到那些“我为什么卖了”的后悔声了！哈哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/568976170684608","isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202466087559642","authorId":"4202466087559642","name":"皮克谭","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4202466087559642","idStr":"4202466087559642"},"content":"这吹的16都站不上[开心]","text":"这吹的16都站不上[开心]","html":"这吹的16都站不上[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569154423189672,"gmtCreate":1779897735000,"gmtModify":1779958388699,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>美光、希捷、西数都翻绿了，接下来是闪迪吗？","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>美光、希捷、西数都翻绿了，接下来是闪迪吗？","text":"$闪迪(SNDK)$ 美光、希捷、西数都翻绿了，接下来是闪迪吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569154423189672","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568836461391944,"gmtCreate":1779817074000,"gmtModify":1779933735013,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;AMD 到 500，美光到 900，这两件事同时发生。说真的，这景象看起来太不可思议了，是不是要见证历史了。 话说大家成本价都是多少啊？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;AMD 到 500，美光到 900，这两件事同时发生。说真的，这景象看起来太不可思议了，是不是要见证历史了。 话说大家成本价都是多少啊？","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ AMD 到 500，美光到 900，这两件事同时发生。说真的，这景象看起来太不可思议了，是不是要见证历史了。 话说大家成本价都是多少啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/568836461391944","isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436392217273757","authorId":"3436392217273757","name":"股市大冒险","avatar":"https://static.tigerbbs.com/119066ef913ed9bb35740a557aa65667","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3436392217273757","idStr":"3436392217273757"},"content":"你看对了了，已经到了。然后下一步能到多少？","text":"你看对了了，已经到了。然后下一步能到多少？","html":"你看对了了，已经到了。然后下一步能到多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568483315830976,"gmtCreate":1779800006000,"gmtModify":1779847779930,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>我觉得做空的人太多了。继续买入直到 2000 美元以上，看起来都还算安全。 这要是逼空成功了，空头今晚全得去天台。各位老铁，还敢加仓吗？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>我觉得做空的人太多了。继续买入直到 2000 美元以上，看起来都还算安全。 这要是逼空成功了，空头今晚全得去天台。各位老铁，还敢加仓吗？","text":"$闪迪(SNDK)$ 我觉得做空的人太多了。继续买入直到 2000 美元以上，看起来都还算安全。 这要是逼空成功了，空头今晚全得去天台。各位老铁，还敢加仓吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/568483315830976","isVote":1,"tweetType":1,"viewCount":4246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"content":"今晚1700以上差不多，年底之前2000，两千左右的时候拆股，不知道今年会不会拆","text":"今晚1700以上差不多，年底之前2000，两千左右的时候拆股，不知道今年会不会拆","html":"今晚1700以上差不多，年底之前2000，两千左右的时候拆股，不知道今年会不会拆"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3444337419887473","idStr":"3444337419887473"},"content":"同看 2000 以上","text":"同看 2000 以上","html":"同看 2000 以上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566940737736992,"gmtCreate":1779401264000,"gmtModify":1779691353828,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$&nbsp;</a>Cerebras 的潜力在于，它不满足于渐进式改进，而是试图重新定义AI计算架构本身。它的晶圆级方案旨在解决大规模训练和推理的根本瓶颈，这可能会显著提升效率、可扩展性和性能。市场通常会给那些能改变行业格局的技术更高的估值。 此外，我觉得Cerebras可能成为一个有吸引力的战略收购目标。在AI基础设施的竞赛中，差异化的计算平台是稀缺且有价值的资产。对于大型参与者来说，收购成熟的技术可能比内部复制更高效。如果Cerebras能持续展示商业进展和技术独特性，它的价值可能不仅源于收入潜力，更源于战略必要性本身。","listText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$&nbsp;</a>Cerebras 的潜力在于，它不满足于渐进式改进，而是试图重新定义AI计算架构本身。它的晶圆级方案旨在解决大规模训练和推理的根本瓶颈，这可能会显著提升效率、可扩展性和性能。市场通常会给那些能改变行业格局的技术更高的估值。 此外，我觉得Cerebras可能成为一个有吸引力的战略收购目标。在AI基础设施的竞赛中，差异化的计算平台是稀缺且有价值的资产。对于大型参与者来说，收购成熟的技术可能比内部复制更高效。如果Cerebras能持续展示商业进展和技术独特性，它的价值可能不仅源于收入潜力，更源于战略必要性本身。","text":"$Cerebras Systems(CBRS)$ Cerebras 的潜力在于，它不满足于渐进式改进，而是试图重新定义AI计算架构本身。它的晶圆级方案旨在解决大规模训练和推理的根本瓶颈，这可能会显著提升效率、可扩展性和性能。市场通常会给那些能改变行业格局的技术更高的估值。 此外，我觉得Cerebras可能成为一个有吸引力的战略收购目标。在AI基础设施的竞赛中，差异化的计算平台是稀缺且有价值的资产。对于大型参与者来说，收购成熟的技术可能比内部复制更高效。如果Cerebras能持续展示商业进展和技术独特性，它的价值可能不仅源于收入潜力，更源于战略必要性本身。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566940737736992","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566963922244088,"gmtCreate":1779382132000,"gmtModify":1779690622246,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。","text":"$Circle Internet Corp.(CRCL)$ 我觉得Circle可能会超越Tether。华尔街值得关注一下。目标看到150，而且我觉得能轻松突破。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/566963922244088","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209919208794502","authorId":"4209919208794502","name":"我是倍","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4209919208794502","idStr":"4209919208794502"},"content":"你好！115的本被套了 短期大饼震荡下跌crcl跟随的话能到80吗","text":"你好！115的本被套了 短期大饼震荡下跌crcl跟随的话能到80吗","html":"你好！115的本被套了 短期大饼震荡下跌crcl跟随的话能到80吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566547319087336,"gmtCreate":1779309541000,"gmtModify":1779348656546,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>考虑到诺基亚近期的前景，我觉得这股价太低了。股价应该反映未来的预期现金流和风险。随着AI革命的持续，诺基亚的超级增长期就要来了。AI正在让世界加速变化。这只股票一年内至少翻个倍，我觉得是合理的。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>考虑到诺基亚近期的前景，我觉得这股价太低了。股价应该反映未来的预期现金流和风险。随着AI革命的持续，诺基亚的超级增长期就要来了。AI正在让世界加速变化。这只股票一年内至少翻个倍，我觉得是合理的。","text":"$诺基亚(NOK)$ 考虑到诺基亚近期的前景，我觉得这股价太低了。股价应该反映未来的预期现金流和风险。随着AI革命的持续，诺基亚的超级增长期就要来了。AI正在让世界加速变化。这只股票一年内至少翻个倍，我觉得是合理的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566547319087336","isVote":1,"tweetType":1,"viewCount":3416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566601261809672,"gmtCreate":1779308966000,"gmtModify":1779349029519,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"天啊，<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 再次爆了，营收和利润都超出20亿美元以上。指引更是达到900亿美元以上。 这进一步证明，AI和高级内存存储已经不再具有周期性。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 和 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a> 可能会迎来抛物线式上涨。","listText":"天啊，<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 再次爆了，营收和利润都超出20亿美元以上。指引更是达到900亿美元以上。 这进一步证明，AI和高级内存存储已经不再具有周期性。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 和 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a> 可能会迎来抛物线式上涨。","text":"天啊，$英伟达(NVDA)$ 再次爆了，营收和利润都超出20亿美元以上。指引更是达到900亿美元以上。 这进一步证明，AI和高级内存存储已经不再具有周期性。 $美光科技(MU)$ 和 $闪迪(SNDK)$ 可能会迎来抛物线式上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566601261809672","isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566202847314200,"gmtCreate":1779238987000,"gmtModify":1779261237653,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;我倒是挺想看到 SNDK 能在常规交易时段收涨，并且盘后也能保持住。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;我倒是挺想看到 SNDK 能在常规交易时段收涨，并且盘后也能保持住。","text":"$闪迪(SNDK)$ 我倒是挺想看到 SNDK 能在常规交易时段收涨，并且盘后也能保持住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566202847314200","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566188347208040,"gmtCreate":1779231155000,"gmtModify":1779261223981,"author":{"id":"10000000000010591","authorId":"10000000000010591","name":"半岛T","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010591","idStr":"10000000000010591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>短期来看，技术面和市场波动会影响股价，不过基本面非常强劲，长期来看，终究没法违背基本面。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$&nbsp;</a>短期来看，技术面和市场波动会影响股价，不过基本面非常强劲，长期来看，终究没法违背基本面。","text":"$诺基亚(NOK)$ 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