faysl的个人主页 - 老虎社区

faysl

faysl

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IP属地：山西

1418关注

36粉丝

10主题

0勋章

04-16

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

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

2020-04-18

$盈透证券(IBKR)$盘后怎么了？

04-10

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

2024-03-27

50万的小米汽车？太贵了吧

2020-02-14

$松下(PCRFY)$这个不能交易么？@小虎说英股

2025-02-05

$Palantir Technologies Inc.(PLTR)$ 80卖了，现在已哭晕在厕所

2025-07-29

$英伟达(NVDA)$ 涨的太猛了吧，无尽头的感觉，没啥大的利空

2024-07-05

$特斯拉(TSLA)$ 一直在车上待着，不看了，年底再看看

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

去老虎APP查看更多动态

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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":568,"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":465,"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 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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":{"BK4146":"鞋类","BIRD":"Allbirds, Inc."},"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":868,"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 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