我是股神大腿毛的个人主页 - 老虎社区

我是股神大腿毛

我是股神大腿毛

专注于期权博弈

IP属地：未知

93关注

1159粉丝

2主题

0勋章

我是股神大腿毛

01-22

$MRNA 20270115 65.0 CALL$ 拿到100

我是股神大腿毛

2025-12-16

lj

明天上市！中国AMD来了

我是股神大腿毛

2025-10-28

$联合健康(UNH)$ 稳了今年eps 16.25最少实际估计在17.5左右按照25pe算的话440左右

我是股神大腿毛

2025-09-13

$AMD 20250912 157.5 CALL$

我是股神大腿毛

2025-08-18

$UNH 20250919 300.0 CALL$ 犹豫走不走呢？还是等月底到350？

我是股神大腿毛

2025-08-15

$UNH 20250919 300.0 CALL$ 可惜了末日出早了

我是股神大腿毛

2025-07-23

$维立志博-B(09887)$ 感觉50够呛啊

我是股神大腿毛

2025-06-27

$NKE 20250919 75.0 CALL$ 丝滑

我是股神大腿毛

2025-01-06

$MU 20250110 93.0 CALL$ so easy

我是股神大腿毛

2024-12-13

$沃尔格林联合博姿(WBA)$ 9b 卖了？

我是股神大腿毛

2024-12-10

$AI 20241213 40.0 CALL$

我是股神大腿毛

2024-12-04

$韩建河山(603616)$ 这市场说他傻x 都有点埋汰傻叉了

我是股神大腿毛

2024-11-19

$ROOT 20250117 100.0 CALL$ 120

我是股神大腿毛

2024-11-19

$AI 20241122 30.0 CALL$ gogogo

我是股神大腿毛

2024-11-08

$Destiny Tech100 Inc(DXYZ)$ 按照年中报5.16资产净值的话，pb6倍了

我是股神大腿毛

2024-11-06

$TSLL 20241108 13.5 CALL$ 短期先走了

我是股神大腿毛

2024-10-31

$DJT 20241101 40.0 PUT$ 25

我是股神大腿毛

2024-10-05

$TIGR 20250117 10.0 CALL$ 看到多少呢？

我是股神大腿毛

2024-10-02

$TIGR 20250117 10.0 CALL$ 还有谁

我是股神大腿毛

2024-09-30

$PDD 20241115 110.0 CALL$

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07:42","market":"us","language":"zh","title":"明天上市！中国AMD来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2591678626","media":"芯调查","summary":"摩尔线程上市后，沐曦股份正在冲刺。12月17日在上海证券交易所科创板上市。本次发行后无限售流通股为1,813.8973万股，占发行后总股本的4.53%。采用全功能GPU架构的摩尔线程是全面对标英伟达，采用通用GPU架构的沐曦对标AMD。围绕训练、推理，2023年推出了首款训推一体GPU芯片曦云C500，并陆续推出了曦云C550、曦云C588。基于国产供应链研发设计了新一代训推一体芯片曦云C600，2025年7月完成回片并成功点亮。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251216074506333v201m32gjdbdnxo\"/><p><a href=\"https://laohu8.com/S/688795\">摩尔线程</a>上市后，<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>正在冲刺。</p><p>12月17日在上海证券交易所科创板上市。</p><p>本次发行后无限售流通股为1,813.8973万股，占发行后总股本的4.53%。</p><p>尚未实现盈利。</p><p>2022年、2023年、2024年<span>净利润</span>分别为-7.77亿元、-8.71亿元、-14.09亿元。</p><p>今年1-9月净利润-3.46亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251216074509900v201wlfha1hdrre\"/><p>采用全功能GPU架构的摩尔线程是全面对标<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，采用通用GPU架构的沐曦对标<a href=\"https://laohu8.com/S/AMD\">AMD</a>。</p><p>沐曦2022年推出了首款智算推理芯片曦思N100，并陆续推出了曦思N260、曦思N300。</p><p>智算推理芯片主要应用于云端推理场景，在处理大规模和复杂推理任务时具备较强产品表现。</p><p>围绕训练、推理，2023年推出了首款训推一体GPU芯片曦云C500，并陆续推出了曦云C550、曦云C588。</p><p>基于国产供应链研发设计了新一代训推一体芯片曦云C600，2025年7月完成回片并成功点亮。</p><p>在用于智算推理的曦思N系列GPU、用于训推一体和通用计算的曦云C系列GPU之外，沐曦也在研发用于图形渲染的曦彩G系列GPU。</p><p>主要产品已全面覆盖人工智能计算、通用计算和图形渲染三大领域。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>明天上市！中国AMD来了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n明天上市！中国AMD来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 07:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216074530a44fbefd&s=b><strong>芯调查</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩尔线程上市后，沐曦股份正在冲刺。12月17日在上海证券交易所科创板上市。本次发行后无限售流通股为1,813.8973万股，占发行后总股本的4.53%。尚未实现盈利。2022年、2023年、2024年净利润分别为-7.77亿元、-8.71亿元、-14.09亿元。今年1-9月净利润-3.46亿元。采用全功能GPU架构的摩尔线程是全面对标英伟达，采用通用GPU架构的沐曦对标AMD。沐曦2022年推出了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216074530a44fbefd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4612":"AI芯片","BK4614":"Manus概念股","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 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target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/02186\">$绿叶制药(02186)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/03601\">$鲁大师(03601)$</a>$","listText":"【港股的坑】在香港市场，我们经常能找到市值在30-100亿，静态pe只有2-5倍的公司，这种公司往往业绩增长还不错，分红率在5%-10%。（老千股不在我们讨论范围哈）我回想了下，我以前踏过3次这样的坑，整体上还是有收获的，只是跑输市场，而且过程很焦虑。这几次经历有一个共同特点，就是我被“太便宜”冲昏了头脑，从而降低了其他标准的权重。遇到这种公司，首先要对比下同行业的表现，到底是行业性的问题导致的低估，还是个性的问题导致的低估。如果是后者，我们往往会觉得自己挖到了个宝，但其实不是的。这个公司早就被人思考过很多回了，你要想想这样的好事怎么就落到你我头上了。如果你能想明白它低估的原因，并且能找到基本面的拐点，那理所当然是你的钱。如果你只是不断地抱怨“业绩不断增长，估值不断下降”，那大概率是你错了，而不是市场错了。当然，凡事没有绝对，具体问题还需要具体分析。如果你没有很强的研究能力，也没有在你的能力圈内。而鲁大师这种公司，我觉得大家谨慎申购。<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/02186\">$绿叶制药(02186)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/03601\">$鲁大师(03601)$</a>$","text":"【港股的坑】在香港市场，我们经常能找到市值在30-100亿，静态pe只有2-5倍的公司，这种公司往往业绩增长还不错，分红率在5%-10%。（老千股不在我们讨论范围哈）我回想了下，我以前踏过3次这样的坑，整体上还是有收获的，只是跑输市场，而且过程很焦虑。这几次经历有一个共同特点，就是我被“太便宜”冲昏了头脑，从而降低了其他标准的权重。遇到这种公司，首先要对比下同行业的表现，到底是行业性的问题导致的低估，还是个性的问题导致的低估。如果是后者，我们往往会觉得自己挖到了个宝，但其实不是的。这个公司早就被人思考过很多回了，你要想想这样的好事怎么就落到你我头上了。如果你能想明白它低估的原因，并且能找到基本面的拐点，那理所当然是你的钱。如果你只是不断地抱怨“业绩不断增长，估值不断下降”，那大概率是你错了，而不是市场错了。当然，凡事没有绝对，具体问题还需要具体分析。如果你没有很强的研究能力，也没有在你的能力圈内。而鲁大师这种公司，我觉得大家谨慎申购。$美光科技(MU)$$绿叶制药(02186)$$京东(JD)$$Zoom(ZM)$$鲁大师(03601)$$","images":[{"img":"https://static.tigerbbs.com/f49e64a2230fee468593b5d82e76fcc8"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":45,"commentSize":23,"repostSize":1,"link":"https://laohu8.com/post/933479705","isVote":1,"tweetType":1,"viewCount":13805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"[吃瓜]股市上，光看便宜会吃大亏","text":"[吃瓜]股市上，光看便宜会吃大亏","html":"[吃瓜]股市上，光看便宜会吃大亏"},{"author":{"id":"3531263342349168","authorId":"3531263342349168","name":"平易进财","avatar":"https://static.tigerbbs.com/9447873eead8ea88af59e62c65d7b304","crmLevel":2,"crmLevelSwitch":1,"idStr":"3531263342349168","authorIdStr":"3531263342349168"},"content":"表面文字再诱人也只是一个入口而已，要想投资稳妥必须对目标企业进行一个时期的观察和深入的透彻的了解","text":"表面文字再诱人也只是一个入口而已，要想投资稳妥必须对目标企业进行一个时期的观察和深入的透彻的了解","html":"表面文字再诱人也只是一个入口而已，要想投资稳妥必须对目标企业进行一个时期的观察和深入的透彻的了解"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":199634026070040,"gmtCreate":1689780327256,"gmtModify":1689780378830,"author":{"id":"320642945183470","authorId":"320642945183470","name":"我是股神大腿毛","avatar":"https://static.laohu8.com/279c4665f3b5baf86875c8fd7c8b4a20","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"320642945183470","authorIdStr":"320642945183470"},"themes":[],"htmlText":"<a 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$如涵控股(RUHN)$ $老虎证券(TIGR)$ $京东(JD)$","images":[{"img":"https://static.tigerbbs.com/ec1e4d320c6ac8a3520b6ae80cb40f06"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":29,"repostSize":0,"link":"https://laohu8.com/post/457406","isVote":1,"tweetType":1,"viewCount":13926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"167511156172360","authorId":"167511156172360","name":"不动如山","avatar":"https://static.tigerbbs.com/1efc8dc76991faa802ebf53525218d5f","crmLevel":2,"crmLevelSwitch":0,"idStr":"167511156172360","authorIdStr":"167511156172360"},"content":"虽然不看好，我也不会去管别人的婚姻，离不离关我屁事","text":"虽然不看好，我也不会去管别人的婚姻，离不离关我屁事","html":"虽然不看好，我也不会去管别人的婚姻，离不离关我屁事"},{"author":{"id":"3494386053321002","authorId":"3494386053321002","name":"18f5fdec","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494386053321002","authorIdStr":"3494386053321002"},"content":"直播吃屎吧","text":"直播吃屎吧","html":"直播吃屎吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":824891195,"gmtCreate":1634298315949,"gmtModify":1634302756262,"author":{"id":"320642945183470","authorId":"320642945183470","name":"我是股神大腿毛","avatar":"https://static.laohu8.com/279c4665f3b5baf86875c8fd7c8b4a20","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"320642945183470","authorIdStr":"320642945183470"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/OPT/SMCI 20240216 950.0 PUT\">$SMCI 20240216 950.0 PUT$</a> 不好意思啦","listText":"<a href=\"https://laohu8.com/OPT/SMCI 20240216 950.0 PUT\">$SMCI 20240216 950.0 PUT$</a> 不好意思啦","text":"$SMCI 20240216 950.0 PUT$ 不好意思啦","images":[{"img":"https://static.tigerbbs.com/f0c709f7d74ae6ab4e350027f57fe800","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/274669827428392","isVote":1,"tweetType":1,"viewCount":7982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135515829532310","authorId":"4135515829532310","name":"楠木左喵助正雅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4135515829532310","authorIdStr":"4135515829532310"},"content":"？？？3块钱？这是什么时候买的？","text":"？？？3块钱？这是什么时候买的？","html":"？？？3块钱？这是什么时候买的？"},{"author":{"id":"3436482856540783","authorId":"3436482856540783","name":"兔宝宝杭州地区大使","avatar":"https://static.tigerbbs.com/b125851b22fa37c4e73d2e2ec12a0376","crmLevel":7,"crmLevelSwitch":1,"idStr":"3436482856540783","authorIdStr":"3436482856540783"},"content":"smci 凶残[笑哭]","text":"smci 凶残[笑哭]","html":"smci 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