faysl的个人主页 - 老虎社区

faysl

faysl

暂无个人介绍

IP属地：山西

1418关注

36粉丝

10主题

0勋章

05-07

加仓吧，cpu现在是新风口，财报也没啥大问题。

05-06

还能上车吧，芯片投入太多，垂直领域下面的其他投入没有跟上，都有涨的空间，财报出来也不错，应该会起来吧

05-06

CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦

05-05

希望能涨吧，但希望不大，资本支出和债务太多了，没有啥可继续price in 的点了

04-30

买Nokia 吧

04-16

$特斯拉(TSLA)$ bull market waits for no one, all in！

04-15

疯狂的一逼

卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？

04-15

$阿斯麦(ASML)$ 真的服了，一到财报就拉垮，无奈😮‍💨

04-14

石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚

04-14

感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。

04-10

$Lumentum Holdings Inc.(LITE)$ 890卖飞了，大爷的！气死😡

03-22

交易弱点啊，就是我是人类，人性是最大的弱点哈哈

03-20

训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字

03-13

布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些

03-13

新低就加仓呗，maga起来

03-12

这些周边都不错啊，能不能都上架哈哈哈🤣，不过最需要的是那个变色水杯，感觉好酷啊，期待

03-10

这一波行情结束了吧，都100多了，不能入了啊

02-23

懂王又在自己画线了，老鼠仓估计自己弄好了，又要大赚一笔

02-22

新年以来ai题材表现不太好啊，应用层和储存题材在轮动，芯片未来几个月大概率要看女大马上来的财报了

02-18

节后大家都买进去，机构大幅减持，都放进去了

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3472536105367512","uuid":"3472536105367512","gmtCreate":1509442085202,"gmtModify":1704447517498,"name":"faysl","pinyin":"faysl","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hatId":"ca_profile_frame_DWr5S1","hatName":"","vip":1,"status":2,"fanSize":36,"headSize":1418,"tweetSize":628,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":10,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":45,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.22","exceedPercentage":"81.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.05","exceedPercentage":"60.75%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.22","exceedPercentage":"80.03%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"山西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":29,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":561511813022976,"gmtCreate":1778119549523,"gmtModify":1778119551926,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"加仓吧，cpu现在是新风口，财报也没啥大问题。","listText":"加仓吧，cpu现在是新风口，财报也没啥大问题。","text":"加仓吧，cpu现在是新风口，财报也没啥大问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561511813022976","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561249914365392,"gmtCreate":1778055616456,"gmtModify":1778055619153,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"还能上车吧，芯片投入太多，垂直领域下面的其他投入没有跟上，都有涨的空间，财报出来也不错，应该会起来吧","listText":"还能上车吧，芯片投入太多，垂直领域下面的其他投入没有跟上，都有涨的空间，财报出来也不错，应该会起来吧","text":"还能上车吧，芯片投入太多，垂直领域下面的其他投入没有跟上，都有涨的空间，财报出来也不错，应该会起来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561249914365392","isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000562","authorId":"9000000000000562","name":"HilaryWilde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000562","idStr":"9000000000000562"},"content":"财报确实不错，应该稳了","text":"财报确实不错，应该稳了","html":"财报确实不错，应该稳了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561246114639936,"gmtCreate":1778054665812,"gmtModify":1778054668548,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦","listText":"CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦","text":"CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561246114639936","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274771474525","authorId":"3479274771474525","name":"DIAMOND009","avatar":"https://static.laohu8.com/picture100","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274771474525","idStr":"3479274771474525"},"content":"确实，CPU复苏势头很猛！","text":"确实，CPU复苏势头很猛！","html":"确实，CPU复苏势头很猛！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560823574213144,"gmtCreate":1777951610517,"gmtModify":1777951613065,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"希望能涨吧，但希望不大，资本支出和债务太多了，没有啥可继续price in 的点了","listText":"希望能涨吧，但希望不大，资本支出和债务太多了，没有啥可继续price in 的点了","text":"希望能涨吧，但希望不大，资本支出和债务太多了，没有啥可继续price in 的点了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560823574213144","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559091084101712,"gmtCreate":1777528626101,"gmtModify":1777528628639,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"买Nokia 吧","listText":"买Nokia 吧","text":"买Nokia 吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559091084101712","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554230098139304,"gmtCreate":1776344722492,"gmtModify":1776344724535,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>bull market waits for no one, all in！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>bull market waits for no one, all in！","text":"$特斯拉(TSLA)$ bull market waits for no one, all in！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554230098139304","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000615","authorId":"9000000000000615","name":"EdithHardy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000615","idStr":"9000000000000615"},"content":"Bull market is here, time to ride the wave!","text":"Bull market is here, time to ride the wave!","html":"Bull market is here, time to ride the wave!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553912486860176,"gmtCreate":1776267113034,"gmtModify":1776268042100,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"疯狂的一逼","listText":"疯狂的一逼","text":"疯狂的一逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553912486860176","repostId":"2627235381","repostType":4,"repost":{"id":"2627235381","kind":"news","pubTimestamp":1776266100,"share":"https://www.laohu8.com/m/news/2627235381?lang=zh_CN&edition=full","pubTime":"2026-04-15 23:15","market":"us","language":"zh","title":"卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？","url":"https://stock-news.laohu8.com/highlight/detail?id=2627235381","media":"智通财经","summary":"曾经红极一时的“硅谷神鞋” Allbirds正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。智通财经APP获悉，该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨超过400%。与此同时，Allbirds本身的市值体量也为这一叙事提供了理想载体。Allbirds的不同之处，只在于这一次的关键词是AI。","content":"<html><head></head><body><p>曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。</p><h2 id=\"id_1785773711\">从环保鞋到AI云：一场“换赛道式重生”</h2><p>Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。</p><p>该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨逾600%。而就在不久前，这家公司还在出售其鞋类业务，整体估值仅约3900万美元，甚至一度接近停止运营边缘。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09f53869893c796608ad0e8b70bd0792\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>从卖鞋到卖算力，这并非传统意义上的业务升级，而更像是一场“重启”。公司一方面剥离原有消费品资产，另一方面则描绘出成为GPU即服务(GPUaaS)提供商与AI原生云平台的蓝图。这种从品牌消费到算力基础设施的跨越，与其说是转型，不如说是一次彻底更换商业叙事。</p><h2 id=\"id_3603390556\">为什么市场依然愿意买单？</h2><p>如果从基本面角度审视，这一逻辑并不严谨。但从市场运行机制来看，却并不难理解。</p><p>过去十余年，从互联网到新能源，再到如今的人工智能，资本市场反复验证了一点，赛道往往先于盈利被定价，叙事常常先于现实发生。</p><p>在当前AI浪潮中，算力被视为最核心、也最稀缺的资源之一。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的持续强势，以及<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>(CRWV.US)的迅速崛起，都强化了“算力即价值”的共识。在这样的背景下，只要公司宣称进入这一赛道，便足以获得市场的短期关注。</p><p>与此同时，Allbirds本身的市值体量也为这一叙事提供了<a href=\"https://laohu8.com/S/LI\">理想</a>载体。</p><p>在经历多年股价下行后，公司估值已大幅缩水，小市值、高弹性的特征，使其更容易被资金推动，从而放大价格波动。这类公司往往不是因为基本面改变而上涨，而是因为“更容易讲故事”。</p><p>但市场的热情，并不能消除现实的约束。</p><p>AI基础设施并非轻资产行业，其门槛包括高额资本开支、数据中心建设能力、稳定客户资源以及复杂的运维体系。这些能力，并不会因为一笔5000万美元融资而迅速建立。</p><p>正如分析人士所指出，这一转型或有助于摆脱原有低利润模式，但执行风险依然极高。</p><h2 id=\"id_1353381574\">历史在重复：只是换了一个名字</h2><p>如果将视角拉长，这一幕并不陌生。</p><p>从互联网泡沫到区块链热潮，再到元宇宙概念，市场曾多次出现企业通过“换叙事”实现估值重构的案例。不同的时代有不同的关键词，但相似的路径不断重复，故事先行，基本面随后验证。</p><p>Allbirds的不同之处，只在于这一次的关键词是AI。该公司是否能够成功转型，或许并不是这件事最重要的部分。</p><p>更值得关注的是，它所反映出的市场情绪。当一家接近退出原有业务的公司，仅凭“转型AI”便获得数倍涨幅时，说明市场风险偏好正在回升，资金开始重新拥抱高不确定性与高弹性的标的。</p><p>但这也意味着，市场正在进入一个对“故事”更为宽容的阶段，而这样的阶段，往往伴随着更大的分化。真正具备技术与资源优势的公司，最终会留下，其余参与者，则需要时间来证明自己。</p><p>在AI时代，最先上涨的，往往不是最会赚钱的公司，而是最先讲出新故事的那一批。至于故事能否兑现，市场通常不会立刻给出答案。</p></body></html>","source":"stock_zhitongcaijing","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>卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？</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卖鞋不如卖算力！Allbirds一夜“变AI”，股价暴涨逾600%，市场为何买单？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 23:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1429080.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。从环保鞋到AI云：一场“换赛道式重生”Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1429080.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"BIRD":"Allbirds, Inc.","BK4146":"鞋类"},"source_url":"http://www.zhitongcaijing.com/content/detail/1429080.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627235381","content_text":"曾经红极一时的“硅谷神鞋” Allbirds(BIRD.US)正式宣布了其商业史上最魔幻的一次转身，卖掉赖以生存的鞋履业务，拿着剩下的“壳”和新融到的5000万美元，杀入GPU算力租赁赛道。从环保鞋到AI云：一场“换赛道式重生”Allbirds这家曾以环保理念和“科技感舒适鞋”走红的品牌，如今选择彻底告别主业，转身投入人工智能浪潮。该公司宣布完成一项规模5000万美元的可转债融资，用于转型AI算力基础设施，并计划更名为“NewBird AI”。消息公布后，股价单日暴涨逾600%。而就在不久前，这家公司还在出售其鞋类业务，整体估值仅约3900万美元，甚至一度接近停止运营边缘。从卖鞋到卖算力，这并非传统意义上的业务升级，而更像是一场“重启”。公司一方面剥离原有消费品资产，另一方面则描绘出成为GPU即服务(GPUaaS)提供商与AI原生云平台的蓝图。这种从品牌消费到算力基础设施的跨越，与其说是转型，不如说是一次彻底更换商业叙事。为什么市场依然愿意买单？如果从基本面角度审视，这一逻辑并不严谨。但从市场运行机制来看，却并不难理解。过去十余年，从互联网到新能源，再到如今的人工智能，资本市场反复验证了一点，赛道往往先于盈利被定价，叙事常常先于现实发生。在当前AI浪潮中，算力被视为最核心、也最稀缺的资源之一。英伟达(NVDA.US)的持续强势，以及CoreWeave(CRWV.US)的迅速崛起，都强化了“算力即价值”的共识。在这样的背景下，只要公司宣称进入这一赛道，便足以获得市场的短期关注。与此同时，Allbirds本身的市值体量也为这一叙事提供了理想载体。在经历多年股价下行后，公司估值已大幅缩水，小市值、高弹性的特征，使其更容易被资金推动，从而放大价格波动。这类公司往往不是因为基本面改变而上涨，而是因为“更容易讲故事”。但市场的热情，并不能消除现实的约束。AI基础设施并非轻资产行业，其门槛包括高额资本开支、数据中心建设能力、稳定客户资源以及复杂的运维体系。这些能力，并不会因为一笔5000万美元融资而迅速建立。正如分析人士所指出，这一转型或有助于摆脱原有低利润模式，但执行风险依然极高。历史在重复：只是换了一个名字如果将视角拉长，这一幕并不陌生。从互联网泡沫到区块链热潮，再到元宇宙概念，市场曾多次出现企业通过“换叙事”实现估值重构的案例。不同的时代有不同的关键词，但相似的路径不断重复，故事先行，基本面随后验证。Allbirds的不同之处，只在于这一次的关键词是AI。该公司是否能够成功转型，或许并不是这件事最重要的部分。更值得关注的是，它所反映出的市场情绪。当一家接近退出原有业务的公司，仅凭“转型AI”便获得数倍涨幅时，说明市场风险偏好正在回升，资金开始重新拥抱高不确定性与高弹性的标的。但这也意味着，市场正在进入一个对“故事”更为宽容的阶段，而这样的阶段，往往伴随着更大的分化。真正具备技术与资源优势的公司，最终会留下，其余参与者，则需要时间来证明自己。在AI时代，最先上涨的，往往不是最会赚钱的公司，而是最先讲出新故事的那一批。至于故事能否兑现，市场通常不会立刻给出答案。","news_type":1,"symbols_score_info":{"BIRD":2}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553863154213856,"gmtCreate":1776255065412,"gmtModify":1776255067396,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 真的服了，一到财报就拉垮，无奈😮‍💨","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 真的服了，一到财报就拉垮，无奈😮‍💨","text":"$阿斯麦(ASML)$ 真的服了，一到财报就拉垮，无奈😮‍💨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553863154213856","isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553471590725608,"gmtCreate":1776159538614,"gmtModify":1776159541453,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚","listText":"石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚","text":"石油，黄金不都是投机的东西么。一句话一个消息就暴涨，没有现金流，没有收益，也没长期抗通胀的属性，看准了玩一段盈利就出来还行，长期投进去就完🥚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553471590725608","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553471323530032,"gmtCreate":1776159402594,"gmtModify":1776159405196,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。","listText":"感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。","text":"感觉现在影响市场的最大因素是美联储利率走向了，其他因素影响不会太大，经历了美伊战争，油价飙升，private debt等等这些，感觉市场没收到大影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553471323530032","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274811665394","authorId":"3479274811665394","name":"lilk2road","avatar":"https://static.laohu8.com/picture176","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274811665394","idStr":"3479274811665394"},"content":"确实，利率走向主导一切。","text":"确实，利率走向主导一切。","html":"确实，利率走向主导一切。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552052865837080,"gmtCreate":1775813170584,"gmtModify":1775813236176,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a> 890卖飞了，大爷的！气死😡","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a> 890卖飞了，大爷的！气死😡","text":"$Lumentum Holdings Inc.(LITE)$ 890卖飞了，大爷的！气死😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/552052865837080","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3575261823915715","idStr":"3575261823915715"},"content":"我440卖的[开心]","text":"我440卖的[开心]","html":"我440卖的[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545286616457240,"gmtCreate":1774136047949,"gmtModify":1774136050332,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"交易弱点啊，就是我是人类，人性是最大的弱点哈哈","listText":"交易弱点啊，就是我是人类，人性是最大的弱点哈哈","text":"交易弱点啊，就是我是人类，人性是最大的弱点哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545286616457240","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544517078085904,"gmtCreate":1773964303157,"gmtModify":1773964306371,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","listText":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","text":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/544517078085904","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000386","authorId":"9000000000000386","name":"SpencerBroad","avatar":"https://static.tigerbbs.com/b4a3f136c2940878d1661582389317fd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000386","idStr":"9000000000000386"},"content":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！","text":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！","html":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！"},{"author":{"id":"3479274797184441","authorId":"3479274797184441","name":"Loveuuu","avatar":"https://static.laohu8.com/picture147","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274797184441","idStr":"3479274797184441"},"content":"芯片八成英伟达的，雷总该多讲细节别老扯数字！","text":"芯片八成英伟达的，雷总该多讲细节别老扯数字！","html":"芯片八成英伟达的，雷总该多讲细节别老扯数字！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542091379450640,"gmtCreate":1773372023703,"gmtModify":1773376890653,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","listText":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","text":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/542091379450640","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274802455671","authorId":"3479274802455671","name":"jeffry09","avatar":"https://static.laohu8.com/picture158","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274802455671","idStr":"3479274802455671"},"content":"HALO最近回报率可能还行，医疗股相对抗跌。","text":"HALO最近回报率可能还行，医疗股相对抗跌。","html":"HALO最近回报率可能还行，医疗股相对抗跌。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542090814162792,"gmtCreate":1773371914399,"gmtModify":1773371916983,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"新低就加仓呗，maga起来","listText":"新低就加仓呗，maga起来","text":"新低就加仓呗，maga起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542090814162792","isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541882968213224,"gmtCreate":1773321149802,"gmtModify":1773321152512,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"这些周边都不错啊，能不能都上架哈哈哈🤣，不过最需要的是那个变色水杯，感觉好酷啊，期待","listText":"这些周边都不错啊，能不能都上架哈哈哈🤣，不过最需要的是那个变色水杯，感觉好酷啊，期待","text":"这些周边都不错啊，能不能都上架哈哈哈🤣，不过最需要的是那个变色水杯，感觉好酷啊，期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541882968213224","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541057587868344,"gmtCreate":1773112198493,"gmtModify":1773112201000,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"这一波行情结束了吧，都100多了，不能入了啊","listText":"这一波行情结束了吧，都100多了，不能入了啊","text":"这一波行情结束了吧，都100多了，不能入了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541057587868344","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535708455851432,"gmtCreate":1771809089085,"gmtModify":1771809091368,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"懂王又在自己画线了，老鼠仓估计自己弄好了，又要大赚一笔","listText":"懂王又在自己画线了，老鼠仓估计自己弄好了，又要大赚一笔","text":"懂王又在自己画线了，老鼠仓估计自己弄好了，又要大赚一笔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535708455851432","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535359264108760,"gmtCreate":1771723829659,"gmtModify":1771723832070,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"新年以来ai题材表现不太好啊，应用层和储存题材在轮动，芯片未来几个月大概率要看女大马上来的财报了","listText":"新年以来ai题材表现不太好啊，应用层和储存题材在轮动，芯片未来几个月大概率要看女大马上来的财报了","text":"新年以来ai题材表现不太好啊，应用层和储存题材在轮动，芯片未来几个月大概率要看女大马上来的财报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535359264108760","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534125054410880,"gmtCreate":1771387027963,"gmtModify":1771387030370,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"节后大家都买进去，机构大幅减持，都放进去了","listText":"节后大家都买进去，机构大幅减持，都放进去了","text":"节后大家都买进去，机构大幅减持，都放进去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534125054410880","isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":554230098139304,"gmtCreate":1776344722492,"gmtModify":1776344724535,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>bull market waits for no one, all in！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>bull market waits for no one, all in！","text":"$特斯拉(TSLA)$ bull market waits for no one, all in！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554230098139304","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000615","authorId":"9000000000000615","name":"EdithHardy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000615","idStr":"9000000000000615"},"content":"Bull market is here, time to ride the wave!","text":"Bull market is here, time to ride the wave!","html":"Bull market is here, time to ride the wave!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544517078085904,"gmtCreate":1773964303157,"gmtModify":1773964306371,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","listText":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","text":"训练模型的芯片从哪儿来？是啥芯片呢？希望雷总每次发布会都从头讲讲过程，别总扯那些小写数字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/544517078085904","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000386","authorId":"9000000000000386","name":"SpencerBroad","avatar":"https://static.tigerbbs.com/b4a3f136c2940878d1661582389317fd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000386","idStr":"9000000000000386"},"content":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！","text":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！","html":"芯片通常是NVIDIA的GPU，雷总发布会该多讲点技术干货！"},{"author":{"id":"3479274797184441","authorId":"3479274797184441","name":"Loveuuu","avatar":"https://static.laohu8.com/picture147","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274797184441","idStr":"3479274797184441"},"content":"芯片八成英伟达的，雷总该多讲细节别老扯数字！","text":"芯片八成英伟达的，雷总该多讲细节别老扯数字！","html":"芯片八成英伟达的，雷总该多讲细节别老扯数字！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926529162,"gmtCreate":1587168283156,"gmtModify":1704363539478,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IBKR\">$盈透证券(IBKR)$</a>盘后怎么了？","listText":"<a href=\"https://laohu8.com/S/IBKR\">$盈透证券(IBKR)$</a>盘后怎么了？","text":"$盈透证券(IBKR)$盘后怎么了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/926529162","isVote":1,"tweetType":1,"viewCount":4695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485308320815638","authorId":"3485308320815638","name":"西西糯米","avatar":"https://static.tigerbbs.com/6bcb1b3022f8182d1f0fb527f83ea66d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3485308320815638","idStr":"3485308320815638"},"content":"这个意思","text":"这个意思","html":"这个意思"},{"author":{"id":"3482059400001659","authorId":"3482059400001659","name":"聚宝盆摇钱树","avatar":"https://static.tigerbbs.com/3e97f1c42bd3de62d27b2a5b79300250","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3482059400001659","idStr":"3482059400001659"},"content":"是财报提前泄露了？","text":"是财报提前泄露了？","html":"是财报提前泄露了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552052865837080,"gmtCreate":1775813170584,"gmtModify":1775813236176,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a> 890卖飞了，大爷的！气死😡","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a> 890卖飞了，大爷的！气死😡","text":"$Lumentum Holdings Inc.(LITE)$ 890卖飞了，大爷的！气死😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/552052865837080","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3575261823915715","idStr":"3575261823915715"},"content":"我440卖的[开心]","text":"我440卖的[开心]","html":"我440卖的[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288833260822832,"gmtCreate":1711540444258,"gmtModify":1711540446113,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"50万的小米汽车？太贵了吧","listText":"50万的小米汽车？太贵了吧","text":"50万的小米汽车？太贵了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/288833260822832","isVote":1,"tweetType":1,"viewCount":4510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4151541042330152","authorId":"4151541042330152","name":"Fa的小可爱","avatar":"https://static.tigerbbs.com/cf6653a4258f70eabafa211821557144","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4151541042330152","idStr":"4151541042330152"},"content":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","html":"这篇文章不错，转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917830134,"gmtCreate":1581677749928,"gmtModify":1704344967171,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PCRFY\">$松下(PCRFY)$</a>这个不能交易么？<a href=\"https://laohu8.com/U/3528966054893519\">@小虎说英股</a>","listText":"<a href=\"https://laohu8.com/S/PCRFY\">$松下(PCRFY)$</a>这个不能交易么？<a href=\"https://laohu8.com/U/3528966054893519\">@小虎说英股</a>","text":"$松下(PCRFY)$这个不能交易么？@小虎说英股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/917830134","isVote":1,"tweetType":1,"viewCount":5152,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494282839307205","authorId":"3494282839307205","name":"默默无闻的","avatar":"https://static.tigerbbs.com/9bd5631acc16db11b5a37f43df889be8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494282839307205","idStr":"3494282839307205"},"content":"我以前在这家公司上过班，主要是生产电池的，那个工厂是中日合资的！","text":"我以前在这家公司上过班，主要是生产电池的，那个工厂是中日合资的！","html":"我以前在这家公司上过班，主要是生产电池的，那个工厂是中日合资的！"},{"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3528966054893519","idStr":"3528966054893519"},"content":"不好意思你碰到问题。这个股票是一家日本公司的存托凭证，所我推荐你联系我们老虎克服","text":"不好意思你碰到问题。这个股票是一家日本公司的存托凭证，所我推荐你联系我们老虎克服","html":"不好意思你碰到问题。这个股票是一家日本公司的存托凭证，所我推荐你联系我们老虎克服"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400312341074392,"gmtCreate":1738759055780,"gmtModify":1738759057387,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 80卖了，现在已哭晕在厕所","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 80卖了，现在已哭晕在厕所","text":"$Palantir Technologies Inc.(PLTR)$ 80卖了，现在已哭晕在厕所","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/400312341074392","isVote":1,"tweetType":1,"viewCount":4324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177060203470242","authorId":"4177060203470242","name":"Lucky香香","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4177060203470242","idStr":"4177060203470242"},"content":"我说了你会好点么？我68买的，买了跌到了60，我就卖了！然后它去了80！！！80跌到了68，我又准备去接，忘记了，又去了102！","text":"我说了你会好点么？我68买的，买了跌到了60，我就卖了！然后它去了80！！！80跌到了68，我又准备去接，忘记了，又去了102！","html":"我说了你会好点么？我68买的，买了跌到了60，我就卖了！然后它去了80！！！80跌到了68，我又准备去接，忘记了，又去了102！"},{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3516020237512742","idStr":"3516020237512742"},"content":"我说了你会好受点吗？我20买的，然后眼看着他跌到5块钱，每天看，拿了2年，5块的时候恨死这个股票了，但是没有加仓，好不容易熬到29元，2年，卖了，我常常看着k线想，5块的时候我天天看，为啥不加点仓[流泪]","text":"我说了你会好受点吗？我20买的，然后眼看着他跌到5块钱，每天看，拿了2年，5块的时候恨死这个股票了，但是没有加仓，好不容易熬到29元，2年，卖了，我常常看着k线想，5块的时候我天天看，为啥不加点仓[流泪]","html":"我说了你会好受点吗？我20买的，然后眼看着他跌到5块钱，每天看，拿了2年，5块的时候恨死这个股票了，但是没有加仓，好不容易熬到29元，2年，卖了，我常常看着k线想，5块的时候我天天看，为啥不加点仓[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461868178248048,"gmtCreate":1753779516010,"gmtModify":1753779517351,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 涨的太猛了吧，无尽头的感觉，没啥大的利空","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 涨的太猛了吧，无尽头的感觉，没啥大的利空","text":"$英伟达(NVDA)$ 涨的太猛了吧，无尽头的感觉，没啥大的利空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/461868178248048","isVote":1,"tweetType":1,"viewCount":2736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324241408930040,"gmtCreate":1720189702172,"gmtModify":1720189704096,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一直在车上待着，不看了，年底再看看","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一直在车上待着，不看了，年底再看看","text":"$特斯拉(TSLA)$ 一直在车上待着，不看了，年底再看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324241408930040","isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542091379450640,"gmtCreate":1773372023703,"gmtModify":1773376890653,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"title":"","htmlText":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","listText":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","text":"布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/542091379450640","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274802455671","authorId":"3479274802455671","name":"jeffry09","avatar":"https://static.laohu8.com/picture158","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274802455671","idStr":"3479274802455671"},"content":"HALO最近回报率可能还行，医疗股相对抗跌。","text":"HALO最近回报率可能还行，医疗股相对抗跌。","html":"HALO最近回报率可能还行，医疗股相对抗跌。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}