pine大大的个人主页 - 老虎社区

pine大大

pine大大

私募投资者，擅长宏观分析公司行业，炒股从来不研究技术只考虑人类发展趋势，只思考逻辑和时态。

IP属地：四川

107关注

23粉丝

1主题

0勋章

2020-11-14

$理想汽車(LI)$$NIO$蔚來(NIO)$$小鵬汽車(XPEV)$做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。快跑啊

2022-03-03

$特斯拉(TSLA)$长期看特斯拉的股票应该在五百的样子

2021-01-11

$蔚來(NIO)$为了维持股价甚至拉高，出了一个一千公里的概念车。2022年交付，电池技术没有实质性的突破之前这是逻辑问题。大家都在唱多的时候，或许该停下来思考下了！

2020-12-24

$Acasti Pharma(ACST)$爆发了！六月份以前上100刀无压力。

2025-10-09

$ZhongMin Mei-Hao Holding Co Ltd.(ZMMH)$ 这个什么鬼？我在线下看见了

2020-12-22

$Sundial Growers Inc.(SNDL)$这个公司我上了官网看了他们家产品，我想说我不能拒绝。100亿美金的市值怎么都要管。我们30元见！

02-13 09:47

$智谱(02513)$ 只有我认为这是个泡沫是个巨大的风险吗？$智谱(02513)$

2021-11-15

$Moderna, Inc.(MRNA)$$Moderna, Inc.(MRNA)$ 艾滋疫苗成功了，暴涨吧！

2020-10-23

$Snap Inc(SNAP)$潜伏着

02-05

$蔚来(NIO)$ 调整的意思是把电池未来5年的应付租金全额计入2025年四季度的营收[你懂的] ？

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蔚能已经把电池全款付给蔚来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518408711721272,"gmtCreate":1767537371783,"gmtModify":1767537392428,"author":{"id":"3467334822553919","authorId":"3467334822553919","name":"pine大大","avatar":"https://static.tigerbbs.com/a885941580b03879d24082778342edc1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467334822553919","authorIdStr":"3467334822553919"},"themes":[],"title":"🔥🎯 2026 年各赛道最值得盯紧的 TOP 3 成长股地图","htmlText":"如果只用一句话概括 2026 年的机会结构，那就是： 不是全面牛市，而是“分赛道、分层级”的成长重估。 下面这份清单，不是短线推荐，而是一张从产业位置出发的结构性观察表。我更关心的不是谁涨得快，而是谁站在未来两三年资本与算力、能源、自动化交汇的位置上。 AI Infrastructure / Utility $CRWV $NBIS $IREN 这一层解决的是最现实的问题： AI 算力真正跑起来，需要“已经通电、已经交付”的基础设施。 这不是模型之争，而是工程与执行力之争。 AI Chips $NVDA $AMD $TSM 这一组依然是 AI 的心脏层。 重点不在于“会不会被颠覆”，而在于算力需求是否还在上修。 目前答案仍然是肯定的。 AI Networking $AVGO $ALAB $MRVL 当算力密度上升，真正的瓶颈开始转向互连与带宽。 很多人只看 GPU，却忽略了“数据怎么流动”。 AI Cloud / Hyperscalers $MSFT $AMZN $GOOGL AI 的利润池，依然会优先沉淀在平台层。 企业级分发权，比单点模型能力更重要。 Power &amp; Grid $CEG $VST $EOSE AI 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