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meigu333
04-25 20:51
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
靠,第一次买股票后这么快就赚了10%了 谢谢B站赞助旅行。我知足了,该回去了。 是不是以后不能看盈利买股票才涨得啊?
meigu333
04-25 20:35
$英伟达(NVDA)$
美国科技7巨头,在各自自己的领域都有自己独特的优势,但是在人工智能方面,最具有潜力还是英伟达,这属于人工智能未来绕不开的芯片。从未来预期方向看,不单是AI手机,或者AI PC,又或者是AI人形机器人等等,需要建立更多的大模型来支撑下游的应用需求,科技的发展带来的产业革命也是具备广阔的成长空间 ,我认为逢低可以继续投资。
meigu333
04-23
$美国超微公司(AMD)$
作为老AMD用户,苏妈出的CPU还是挺好用的,干翻英特尔
$英特尔(INTC)$
meigu333
04-23
$Marathon Digital Holdings Inc(MARA)$
减半后的矿工手续费,涨的太夸张了,居然有23个比特币
meigu333
04-23
$理想汽车(LI)$
理想汽车的三个年度问题:今年能卖到60万台吗?毛利率能维持在20%以上吗?800家新门店如期扩张吗?能回答了,再考虑是否介入。
meigu333
04-16
$超微电脑(SMCI)$
过分了吧?真的值四千多亿市值吗?国内的浪潮才几百亿,都是组装厂差别真大
meigu333
04-16
$拼多多(PDD)$
拼多多的竞争优势在于其独特的产品设计、社交电商模式、C2M模式、下沉市场的战略布局、品牌化与农业上行战略的推进,以及强大的供应链和不断创新的业务模式。这些因素共同构成了拼多多在激烈竞争的电商市场中的核心竞争力。
meigu333
04-15
客观上来讲,腾讯
$腾讯控股(00700)$
投资的可预见度确实不高,但 就目前看并没有很明显的犯错,这属于腾讯不确定的地方,但这也不妨碍大道小额投资腾讯,毕竟腾讯依然是大道认为十年以后更好,二十年以后90%概率更好的企业。
meigu333
04-15
用FSD开了一周,车辆在后台上传了260GB数据。保有量百万辆之巨的Model 3/Y收集的海量数据,被投入特斯拉的超算中心(其中的训练卡大部分来自英伟达)后不断产出能力更强的算法。在这些新算法推送至特斯拉车上时,成千上万的车主又免费充当了自动驾驶系统的测试员和安全员,试出新的bug,生成新的数据,为算法的下一次迭代作出贡献。在一次次的循环中,自动驾驶需要面对的无数“Corner Case”:小到电瓶车鬼探头、各种形状的水泥墩,大到重庆这种8D城市路况,或者是红绿灯识别这种极易出错的重灾区,才能被逐步化解。而在英伟达和奔驰的组合中,奔驰不可能(也做不到)将所有车辆采集的数据共享,无车可卖的英伟达则只有少部分测试车用于数据收集,也没有足够的人手和车队规模,对算法进行高频率的测试验证迭代。自动驾驶行业将这套面向大量用户收集数据——改进算法——测试验证——全量推送的流程把控总结为工程能力。不幸的是,英伟达的核心能力一直是“卖卡”,以及围绕芯片产品的软件工具开发,而非苦哈哈地干工程。眼看着奔驰2024年落地的deadline逼近,黄仁勋只能再度请求场外支援。那么,能半夜起来改Demo、24小时在后方待命的工程师在哪呢?
$英伟达(NVDA)$
meigu333
04-12
海外微软
$微软(MSFT)$
游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好
meigu333
04-12
我相对更看好机器人,现在人形机器人还在产业早期,但预计以特斯拉
$特斯拉(TSLA)$
为引领的一批企业将在1-2年实现小批量,未来的发展空间还很大的。
meigu333
04-10
昨日
$Destiny Tech100 Inc(DXYZ)$
收盘价最高22倍溢价,居然还有人想冲,比起美股的疯狂,大A的日经0.2的溢价也就是洒洒水啦
meigu333
04-10
据我了解现在马云是在一线的,但是有没有职位不是特别重要。任总也没在华为有职位。非要说职位的话,马云是阿里永久合伙人。不要正式出山,一是百年企业传承很重要,别回头,二是其实就算他正式出山,也未必能做得更好。阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
现在就是便宜,其他的要说再慢慢说。便宜又大力回报股东,在投资里太重要了。文中说小修小补,不是小修小补吧,从集团到各 BG一把手全换了,几千亿的投资全部要卖。摇摇欲坠的中国利润数一数二现金最多回购最多的公司
meigu333
04-08
meta
$Meta Platforms(META)$
forward PE 至少到30以上我才会even think about selling a share ,才会稍微琢磨一下,完全不泡沫化的东西为啥要卖。
meigu333
04-08
我认为到2048年大饼价格将达到100万美金一枚,如果按照这个趋势走、微策略目前不到100%的溢价率你还觉得贵吗?就短线而言,由于多空双方的分歧,微策略的股价可能会陷入拉锯,但长期而言、在大饼的牛市中,多头完爆空头只是时间问题……
$MicroStrategy Incorporated(MSTR)$
meigu333
04-03
妈的。气死了。早上忙这会子才来看到这么Boom! 周三腾摞的A股资金还没到位,只剩手里的原本的备用金入了丢丢MARA和COIN; 结果这会子就弹回去了;都有点想今晚开盘入。尤其是MARA
$Marathon Digital Holdings Inc(MARA)$
这本来这么漂亮的底部Miss掉了。Damn!
meigu333
04-03
国内宏观数据不断改善,在今天美股普遍收跌的情况下,中概股ETF依旧收阳,体现出很不错的韧性。中美关系方面,随着近期关系的不断改善,耶伦与布林肯预期访华等,中概股
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
有望在接下去的几个月走出一波反弹的行情。
meigu333
04-02
2019年蔚来
$蔚来(NIO)$
$蔚来(NIO.SI)$
破产风波开始关注电动车这个行业,从均价成本2元多买入蔚来到16元卖出,之后持币等待理想汽车的美股上市,然后拿到16元的理想汽车持有到现在。这期间的波动真叫我领悟到了什么叫波涛汹涌。幸运的是,还是赚了点钱。 其实,这个过程就是赌换电和增程式这两个电动车的解决方案。
meigu333
04-02
简单粗暴一点来讲,HBM就是原有的GDDR产线换线过来就可以制作的,只是要重新设计IO接口,然后再TSV,bump链接和键合那是不是就意味着美光
$美光科技(MU)$
在HBM产能很容易追上来,毕竟DRAM产能和海力士可以旗鼓相当
meigu333
04-02
开始研究
$谷歌(GOOG)$
$谷歌A(GOOGL)$
,这个公司的产品能力实在是很强。搜索引擎地位不可动摇。我查了一下最大 GDP 的几个国家,最常用的搜索引擎都是谷歌。第二名份额都差很远。
去老虎APP查看更多动态
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减半后的矿工手续费,涨的太夸张了,居然有23个比特币","text":"$Marathon Digital Holdings Inc(MARA)$ 减半后的矿工手续费,涨的太夸张了,居然有23个比特币","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298348302033024","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298345833054344,"gmtCreate":1713876709870,"gmtModify":1713876724308,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想汽车的三个年度问题:今年能卖到60万台吗?毛利率能维持在20%以上吗?800家新门店如期扩张吗?能回答了,再考虑是否介入。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想汽车的三个年度问题:今年能卖到60万台吗?毛利率能维持在20%以上吗?800家新门店如期扩张吗?能回答了,再考虑是否介入。","text":"$理想汽车(LI)$ 理想汽车的三个年度问题:今年能卖到60万台吗?毛利率能维持在20%以上吗?800家新门店如期扩张吗?能回答了,再考虑是否介入。","images":[{"img":"https://static.tigerbbs.com/d8c91aab23cb5a833617456b4997d1ed","width":"975","height":"1009"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298345833054344","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295994698924264,"gmtCreate":1713273251626,"gmtModify":1713273264771,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 过分了吧?真的值四千多亿市值吗?国内的浪潮才几百亿,都是组装厂差别真大","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 过分了吧?真的值四千多亿市值吗?国内的浪潮才几百亿,都是组装厂差别真大","text":"$超微电脑(SMCI)$ 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就目前看并没有很明显的犯错,这属于腾讯不确定的地方,但这也不妨碍大道小额投资腾讯,毕竟腾讯依然是大道认为十年以后更好,二十年以后90%概率更好的企业。","images":[{"img":"https://static.tigerbbs.com/e5da8b7edb8b645f2aa54b97c2bccdf0","width":"1023","height":"807"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642747027688","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295640544243944,"gmtCreate":1713186788080,"gmtModify":1713186792100,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"用FSD开了一周,车辆在后台上传了260GB数据。保有量百万辆之巨的Model 3/Y收集的海量数据,被投入特斯拉的超算中心(其中的训练卡大部分来自英伟达)后不断产出能力更强的算法。在这些新算法推送至特斯拉车上时,成千上万的车主又免费充当了自动驾驶系统的测试员和安全员,试出新的bug,生成新的数据,为算法的下一次迭代作出贡献。在一次次的循环中,自动驾驶需要面对的无数“Corner 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data-views=\"0\"></v-v>","text":"用FSD开了一周,车辆在后台上传了260GB数据。保有量百万辆之巨的Model 3/Y收集的海量数据,被投入特斯拉的超算中心(其中的训练卡大部分来自英伟达)后不断产出能力更强的算法。在这些新算法推送至特斯拉车上时,成千上万的车主又免费充当了自动驾驶系统的测试员和安全员,试出新的bug,生成新的数据,为算法的下一次迭代作出贡献。在一次次的循环中,自动驾驶需要面对的无数“Corner Case”:小到电瓶车鬼探头、各种形状的水泥墩,大到重庆这种8D城市路况,或者是红绿灯识别这种极易出错的重灾区,才能被逐步化解。而在英伟达和奔驰的组合中,奔驰不可能(也做不到)将所有车辆采集的数据共享,无车可卖的英伟达则只有少部分测试车用于数据收集,也没有足够的人手和车队规模,对算法进行高频率的测试验证迭代。自动驾驶行业将这套面向大量用户收集数据——改进算法——测试验证——全量推送的流程把控总结为工程能力。不幸的是,英伟达的核心能力一直是“卖卡”,以及围绕芯片产品的软件工具开发,而非苦哈哈地干工程。眼看着奔驰2024年落地的deadline逼近,黄仁勋只能再度请求场外支援。那么,能半夜起来改Demo、24小时在后方待命的工程师在哪呢? $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295640544243944","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james 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游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好","images":[{"img":"https://static.tigerbbs.com/42d093c099b7bd32dde3a3c068ff7047","width":"200","height":"100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294515272675344","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482357756068176","authorId":"3482357756068176","name":"进击的大头菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"版号一旦被限,还有供应充分的说法?","text":"版号一旦被限,还有供应充分的说法?","html":"版号一旦被限,还有供应充分的说法?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294512213729368,"gmtCreate":1712928300743,"gmtModify":1712928987924,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我相对更看好机器人,现在人形机器人还在产业早期,但预计以特斯拉 <a 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收盘价最高22倍溢价,居然还有人想冲,比起美股的疯狂,大A的日经0.2的溢价也就是洒洒水啦","listText":"昨日 <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> 收盘价最高22倍溢价,居然还有人想冲,比起美股的疯狂,大A的日经0.2的溢价也就是洒洒水啦","text":"昨日 $Destiny Tech100 Inc(DXYZ)$ 收盘价最高22倍溢价,居然还有人想冲,比起美股的疯狂,大A的日经0.2的溢价也就是洒洒水啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293862790537392","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860904542384,"gmtCreate":1712748346503,"gmtModify":1712748349643,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"据我了解现在马云是在一线的,但是有没有职位不是特别重要。任总也没在华为有职位。非要说职位的话,马云是阿里永久合伙人。不要正式出山,一是百年企业传承很重要,别回头,二是其实就算他正式出山,也未必能做得更好。阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 现在就是便宜,其他的要说再慢慢说。便宜又大力回报股东,在投资里太重要了。文中说小修小补,不是小修小补吧,从集团到各 BG一把手全换了,几千亿的投资全部要卖。摇摇欲坠的中国利润数一数二现金最多回购最多的公司","listText":"据我了解现在马云是在一线的,但是有没有职位不是特别重要。任总也没在华为有职位。非要说职位的话,马云是阿里永久合伙人。不要正式出山,一是百年企业传承很重要,别回头,二是其实就算他正式出山,也未必能做得更好。阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 现在就是便宜,其他的要说再慢慢说。便宜又大力回报股东,在投资里太重要了。文中说小修小补,不是小修小补吧,从集团到各 BG一把手全换了,几千亿的投资全部要卖。摇摇欲坠的中国利润数一数二现金最多回购最多的公司","text":"据我了解现在马云是在一线的,但是有没有职位不是特别重要。任总也没在华为有职位。非要说职位的话,马云是阿里永久合伙人。不要正式出山,一是百年企业传承很重要,别回头,二是其实就算他正式出山,也未必能做得更好。阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 现在就是便宜,其他的要说再慢慢说。便宜又大力回报股东,在投资里太重要了。文中说小修小补,不是小修小补吧,从集团到各 BG一把手全换了,几千亿的投资全部要卖。摇摇欲坠的中国利润数一数二现金最多回购最多的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293860904542384","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293117678710848,"gmtCreate":1712585285860,"gmtModify":1712585288474,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"meta <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> forward PE 至少到30以上我才会even think about selling a share ,才会稍微琢磨一下,完全不泡沫化的东西为啥要卖。","listText":"meta <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> forward PE 至少到30以上我才会even think about selling a share ,才会稍微琢磨一下,完全不泡沫化的东西为啥要卖。","text":"meta $Meta Platforms(META)$ forward PE 至少到30以上我才会even think about selling a share ,才会稍微琢磨一下,完全不泡沫化的东西为啥要卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117678710848","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293115610697880,"gmtCreate":1712584833498,"gmtModify":1712585217337,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我认为到2048年大饼价格将达到100万美金一枚,如果按照这个趋势走、微策略目前不到100%的溢价率你还觉得贵吗?就短线而言,由于多空双方的分歧,微策略的股价可能会陷入拉锯,但长期而言、在大饼的牛市中,多头完爆空头只是时间问题…… <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","listText":"我认为到2048年大饼价格将达到100万美金一枚,如果按照这个趋势走、微策略目前不到100%的溢价率你还觉得贵吗?就短线而言,由于多空双方的分歧,微策略的股价可能会陷入拉锯,但长期而言、在大饼的牛市中,多头完爆空头只是时间问题…… <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","text":"我认为到2048年大饼价格将达到100万美金一枚,如果按照这个趋势走、微策略目前不到100%的溢价率你还觉得贵吗?就短线而言,由于多空双方的分歧,微策略的股价可能会陷入拉锯,但长期而言、在大饼的牛市中,多头完爆空头只是时间问题…… $MicroStrategy Incorporated(MSTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293115610697880","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291338655453200,"gmtCreate":1712149703665,"gmtModify":1712150071032,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"妈的。气死了。早上忙这会子才来看到这么Boom! 周三腾摞的A股资金还没到位,只剩手里的原本的备用金入了丢丢MARA和COIN; 结果这会子就弹回去了;都有点想今晚开盘入。尤其是MARA <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 这本来这么漂亮的底部Miss掉了。Damn!","listText":"妈的。气死了。早上忙这会子才来看到这么Boom! 周三腾摞的A股资金还没到位,只剩手里的原本的备用金入了丢丢MARA和COIN; 结果这会子就弹回去了;都有点想今晚开盘入。尤其是MARA <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 这本来这么漂亮的底部Miss掉了。Damn!","text":"妈的。气死了。早上忙这会子才来看到这么Boom! 周三腾摞的A股资金还没到位,只剩手里的原本的备用金入了丢丢MARA和COIN; 结果这会子就弹回去了;都有点想今晚开盘入。尤其是MARA $Marathon Digital Holdings Inc(MARA)$ 这本来这么漂亮的底部Miss掉了。Damn!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/291338655453200","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1},"content":"mara,19.9-21.4盘整很久了,是时候冲一波,大家没意见吧","text":"mara,19.9-21.4盘整很久了,是时候冲一波,大家没意见吧","html":"mara,19.9-21.4盘整很久了,是时候冲一波,大家没意见吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291336121339920,"gmtCreate":1712149084985,"gmtModify":1712149987187,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"国内宏观数据不断改善,在今天美股普遍收跌的情况下,中概股ETF依旧收阳,体现出很不错的韧性。中美关系方面,随着近期关系的不断改善,耶伦与布林肯预期访华等,中概股 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 有望在接下去的几个月走出一波反弹的行情。","listText":"国内宏观数据不断改善,在今天美股普遍收跌的情况下,中概股ETF依旧收阳,体现出很不错的韧性。中美关系方面,随着近期关系的不断改善,耶伦与布林肯预期访华等,中概股 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 有望在接下去的几个月走出一波反弹的行情。","text":"国内宏观数据不断改善,在今天美股普遍收跌的情况下,中概股ETF依旧收阳,体现出很不错的韧性。中美关系方面,随着近期关系的不断改善,耶伦与布林肯预期访华等,中概股 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 有望在接下去的几个月走出一波反弹的行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291336121339920","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290983924723728,"gmtCreate":1712063099483,"gmtModify":1712063102284,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"2019年蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 破产风波开始关注电动车这个行业,从均价成本2元多买入蔚来到16元卖出,之后持币等待理想汽车的美股上市,然后拿到16元的理想汽车持有到现在。这期间的波动真叫我领悟到了什么叫波涛汹涌。幸运的是,还是赚了点钱。 其实,这个过程就是赌换电和增程式这两个电动车的解决方案。","listText":"2019年蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 破产风波开始关注电动车这个行业,从均价成本2元多买入蔚来到16元卖出,之后持币等待理想汽车的美股上市,然后拿到16元的理想汽车持有到现在。这期间的波动真叫我领悟到了什么叫波涛汹涌。幸运的是,还是赚了点钱。 其实,这个过程就是赌换电和增程式这两个电动车的解决方案。","text":"2019年蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 破产风波开始关注电动车这个行业,从均价成本2元多买入蔚来到16元卖出,之后持币等待理想汽车的美股上市,然后拿到16元的理想汽车持有到现在。这期间的波动真叫我领悟到了什么叫波涛汹涌。幸运的是,还是赚了点钱。 其实,这个过程就是赌换电和增程式这两个电动车的解决方案。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290983924723728","isVote":1,"tweetType":1,"viewCount":2054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290981463101480,"gmtCreate":1712062612890,"gmtModify":1712062614638,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"简单粗暴一点来讲,HBM就是原有的GDDR产线换线过来就可以制作的,只是要重新设计IO接口,然后再TSV,bump链接和键合那是不是就意味着美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 在HBM产能很容易追上来,毕竟DRAM产能和海力士可以旗鼓相当","listText":"简单粗暴一点来讲,HBM就是原有的GDDR产线换线过来就可以制作的,只是要重新设计IO接口,然后再TSV,bump链接和键合那是不是就意味着美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 在HBM产能很容易追上来,毕竟DRAM产能和海力士可以旗鼓相当","text":"简单粗暴一点来讲,HBM就是原有的GDDR产线换线过来就可以制作的,只是要重新设计IO接口,然后再TSV,bump链接和键合那是不是就意味着美光 $美光科技(MU)$ 在HBM产能很容易追上来,毕竟DRAM产能和海力士可以旗鼓相当","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290981463101480","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290978970144808,"gmtCreate":1712062004258,"gmtModify":1712062007416,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"开始研究 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v>,这个公司的产品能力实在是很强。搜索引擎地位不可动摇。我查了一下最大 GDP 的几个国家,最常用的搜索引擎都是谷歌。第二名份额都差很远。","listText":"开始研究 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v>,这个公司的产品能力实在是很强。搜索引擎地位不可动摇。我查了一下最大 GDP 的几个国家,最常用的搜索引擎都是谷歌。第二名份额都差很远。","text":"开始研究 $谷歌(GOOG)$ $谷歌A(GOOGL)$ ,这个公司的产品能力实在是很强。搜索引擎地位不可动摇。我查了一下最大 GDP 的几个国家,最常用的搜索引擎都是谷歌。第二名份额都差很远。","images":[{"img":"https://static.tigerbbs.com/ef8dd2866ec27a1df7626ed29464a0d4","width":"640","height":"468"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290978970144808","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":281075607511112,"gmtCreate":1709648098156,"gmtModify":1709648100072,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里巴巴据悉领投中国AI初创公司MiniMax,新一轮融资至少6亿美元。目前MiniMax估值超过25亿美元。上周也有报道称,阿里巴巴对月之暗面领投高达10亿美元,将月之暗面估值提高至约25亿美元。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","listText":"阿里巴巴据悉领投中国AI初创公司MiniMax,新一轮融资至少6亿美元。目前MiniMax估值超过25亿美元。上周也有报道称,阿里巴巴对月之暗面领投高达10亿美元,将月之暗面估值提高至约25亿美元。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","text":"阿里巴巴据悉领投中国AI初创公司MiniMax,新一轮融资至少6亿美元。目前MiniMax估值超过25亿美元。上周也有报道称,阿里巴巴对月之暗面领投高达10亿美元,将月之暗面估值提高至约25亿美元。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/281075607511112","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284282362314768,"gmtCreate":1710421249606,"gmtModify":1710421251848,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我纯标记一下,留待明年验证复核了软银的期权数据,按照目前的速度,阿里巴巴差不多是要到明年6月份左右,才会被软银彻底清仓掉。那么问题来了,阿里巴巴股价会在哪个节点触底呢当然,绝不会是到明年6月份,因为投资者会抢跑的大家预测一下? <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","listText":"我纯标记一下,留待明年验证复核了软银的期权数据,按照目前的速度,阿里巴巴差不多是要到明年6月份左右,才会被软银彻底清仓掉。那么问题来了,阿里巴巴股价会在哪个节点触底呢当然,绝不会是到明年6月份,因为投资者会抢跑的大家预测一下? <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","text":"我纯标记一下,留待明年验证复核了软银的期权数据,按照目前的速度,阿里巴巴差不多是要到明年6月份左右,才会被软银彻底清仓掉。那么问题来了,阿里巴巴股价会在哪个节点触底呢当然,绝不会是到明年6月份,因为投资者会抢跑的大家预测一下? $阿里巴巴(BABA)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284282362314768","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"184948965045170","authorId":"184948965045170","name":"晒太阳的毛毛虫","avatar":"https://static.tigerbbs.com/47799d3e51921256862d4e3377aac4c5","crmLevel":3,"crmLevelSwitch":0},"content":"软银没多少股份了吧,估计也就半年内应该触底了","text":"软银没多少股份了吧,估计也就半年内应该触底了","html":"软银没多少股份了吧,估计也就半年内应该触底了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294515272675344,"gmtCreate":1712928980229,"gmtModify":1712928986003,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"海外微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> 游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好","listText":"海外微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> 游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好","text":"海外微软 $微软(MSFT)$ 游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好","images":[{"img":"https://static.tigerbbs.com/42d093c099b7bd32dde3a3c068ff7047","width":"200","height":"100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294515272675344","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482357756068176","authorId":"3482357756068176","name":"进击的大头菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"版号一旦被限,还有供应充分的说法?","text":"版号一旦被限,还有供应充分的说法?","html":"版号一旦被限,还有供应充分的说法?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":266533005570336,"gmtCreate":1706103523155,"gmtModify":1706103524511,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"第二次没拿住少一次翻倍,盘后入了一点点,已离翻倍不远了,好是要胆子大才行[冷漠][冷漠][冷漠] <a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>","listText":"第二次没拿住少一次翻倍,盘后入了一点点,已离翻倍不远了,好是要胆子大才行[冷漠][冷漠][冷漠] <a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>","text":"第二次没拿住少一次翻倍,盘后入了一点点,已离翻倍不远了,好是要胆子大才行[冷漠][冷漠][冷漠] $Phunware, Inc.(PHUN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266533005570336","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280618461278280,"gmtCreate":1709541343074,"gmtModify":1709541344974,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","listText":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","text":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280618461278280","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241399444959256,"gmtCreate":1699964760927,"gmtModify":1699964762568,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>公司各板块均衡发展,关注早期研发和创新技术平台。礼来核心产品覆 盖主要疾病领域,包括代谢、神经、肿瘤、自免等,历史上各板块均有销售额超过10亿美元重磅药物诞生,这与公司深耕早期研发密不可分。公司在收并购和商业化合作的策略也侧重临床前或早期项目,深度布局 基因疗法、核酸疗法、计算生物学、蛋白质降解等新兴技术","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>公司各板块均衡发展,关注早期研发和创新技术平台。礼来核心产品覆 盖主要疾病领域,包括代谢、神经、肿瘤、自免等,历史上各板块均有销售额超过10亿美元重磅药物诞生,这与公司深耕早期研发密不可分。公司在收并购和商业化合作的策略也侧重临床前或早期项目,深度布局 基因疗法、核酸疗法、计算生物学、蛋白质降解等新兴技术","text":"$礼来(LLY)$ 公司各板块均衡发展,关注早期研发和创新技术平台。礼来核心产品覆 盖主要疾病领域,包括代谢、神经、肿瘤、自免等,历史上各板块均有销售额超过10亿美元重磅药物诞生,这与公司深耕早期研发密不可分。公司在收并购和商业化合作的策略也侧重临床前或早期项目,深度布局 基因疗法、核酸疗法、计算生物学、蛋白质降解等新兴技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241399444959256","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254662330855432,"gmtCreate":1703209379358,"gmtModify":1703209380652,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>在友商疯狂卷价格的时候,蔚来选择不以价换量,而是卷起了技术。NIO Day会有大批新技术亮相。头铁![强][强]","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>在友商疯狂卷价格的时候,蔚来选择不以价换量,而是卷起了技术。NIO Day会有大批新技术亮相。头铁![强][强]","text":"$蔚来(NIO)$ 在友商疯狂卷价格的时候,蔚来选择不以价换量,而是卷起了技术。NIO Day会有大批新技术亮相。头铁![强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/254662330855432","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441288183785100","authorId":"3441288183785100","name":"shuijingy","avatar":"https://static.tigerbbs.com/6f3a71929e99e498b7e1d5df900912ce","crmLevel":2,"crmLevelSwitch":1},"content":"价格战毛利率受伤啊,NIO本来就不是mass production brand,这个策略没问题啊。","text":"价格战毛利率受伤啊,NIO本来就不是mass production brand,这个策略没问题啊。","html":"价格战毛利率受伤啊,NIO本来就不是mass production brand,这个策略没问题啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":240211432931328,"gmtCreate":1699676112197,"gmtModify":1699676113747,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来是一个资本运作的企业而已!如果行,那会裁员2700人?目前新势力无论小鹏还是理想是在拼命招人!这说明什么,说明经营不行!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来是一个资本运作的企业而已!如果行,那会裁员2700人?目前新势力无论小鹏还是理想是在拼命招人!这说明什么,说明经营不行!","text":"$蔚来(NIO)$ 蔚来是一个资本运作的企业而已!如果行,那会裁员2700人?目前新势力无论小鹏还是理想是在拼命招人!这说明什么,说明经营不行!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/240211432931328","isVote":1,"tweetType":1,"viewCount":3233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553131883584652","authorId":"3553131883584652","name":"icedsaliva","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"裁员不一定是经营不行,裁员的原因和背景还需要考虑蔚来过去几年几乎没有做过任何裁员,以及蔚来员工规模最大、最需要结构调整,还有裁员的同时也在招聘。你的推断存在不妥之处,如果没有更严谨的论述,不宜得出蔚来经营不行的结论。","text":"裁员不一定是经营不行,裁员的原因和背景还需要考虑蔚来过去几年几乎没有做过任何裁员,以及蔚来员工规模最大、最需要结构调整,还有裁员的同时也在招聘。你的推断存在不妥之处,如果没有更严谨的论述,不宜得出蔚来经营不行的结论。","html":"裁员不一定是经营不行,裁员的原因和背景还需要考虑蔚来过去几年几乎没有做过任何裁员,以及蔚来员工规模最大、最需要结构调整,还有裁员的同时也在招聘。你的推断存在不妥之处,如果没有更严谨的论述,不宜得出蔚来经营不行的结论。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284279068921872,"gmtCreate":1710420445555,"gmtModify":1710420450668,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"希望AMD今年可以冲上$500美元,㊗️福AMD奋力赶上!走出自己卓越优秀产品之路! 不断创造奇迹!成功改革创新其自身AI晶片的软件生态!看好你! <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","listText":"希望AMD今年可以冲上$500美元,㊗️福AMD奋力赶上!走出自己卓越优秀产品之路! 不断创造奇迹!成功改革创新其自身AI晶片的软件生态!看好你! <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","text":"希望AMD今年可以冲上$500美元,㊗️福AMD奋力赶上!走出自己卓越优秀产品之路! 不断创造奇迹!成功改革创新其自身AI晶片的软件生态!看好你! $美国超微公司(AMD)$ $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/b6e8257b8fe39d6d825d6d1228e46ee7","width":"127","height":"197"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/284279068921872","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"content":"看Amd的财报简直不要太差,要不是赶上AI的东风,怎么能市盈率达到300?真的是市梦率,就等AI风停了,退潮了,看看哪几家没穿裤子","text":"看Amd的财报简直不要太差,要不是赶上AI的东风,怎么能市盈率达到300?真的是市梦率,就等AI风停了,退潮了,看看哪几家没穿裤子","html":"看Amd的财报简直不要太差,要不是赶上AI的东风,怎么能市盈率达到300?真的是市梦率,就等AI风停了,退潮了,看看哪几家没穿裤子"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":281413785423944,"gmtCreate":1709730661123,"gmtModify":1709730662895,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"马蛋!260买的360卖了,490又追涨买回来670又卖了,现在850又追回来,中间每次卖出英伟达都是买特斯拉,每次又都是割了特斯拉再去追英伟达,股票少了一大把。好好的3倍股愣是搞成没赚几毛钱 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$理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/220532607266832","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0},"content":"理想从来就没有明天,无非是打着新能源的旗号做半新能源的生意,真正困难的事情从来不碰,这下华为突破了无人驾驶技术,你怎么和华为竞争,你做增程人家也做增程,人家还有纯电,人家还有无人驾驶,哪天华为也做换电的话蔚来的护城河也没有了,不过目前还没有几家愿意做这种换电基础设施的护城河","text":"理想从来就没有明天,无非是打着新能源的旗号做半新能源的生意,真正困难的事情从来不碰,这下华为突破了无人驾驶技术,你怎么和华为竞争,你做增程人家也做增程,人家还有纯电,人家还有无人驾驶,哪天华为也做换电的话蔚来的护城河也没有了,不过目前还没有几家愿意做这种换电基础设施的护城河","html":"理想从来就没有明天,无非是打着新能源的旗号做半新能源的生意,真正困难的事情从来不碰,这下华为突破了无人驾驶技术,你怎么和华为竞争,你做增程人家也做增程,人家还有纯电,人家还有无人驾驶,哪天华为也做换电的话蔚来的护城河也没有了,不过目前还没有几家愿意做这种换电基础设施的护城河"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288067019882536,"gmtCreate":1711358455085,"gmtModify":1711358457148,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多创始人黄峥的财富比去年增长71%或1600亿元,是今年中国财富增长最多的企业家,以3850亿元首次晋升至中国第二位,排名全球第24位。腾讯主席马化腾财富比去年下降10%,以2500亿元位列中国第三。排名全球第36位。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"拼多多创始人黄峥的财富比去年增长71%或1600亿元,是今年中国财富增长最多的企业家,以3850亿元首次晋升至中国第二位,排名全球第24位。腾讯主席马化腾财富比去年下降10%,以2500亿元位列中国第三。排名全球第36位。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"拼多多创始人黄峥的财富比去年增长71%或1600亿元,是今年中国财富增长最多的企业家,以3850亿元首次晋升至中国第二位,排名全球第24位。腾讯主席马化腾财富比去年下降10%,以2500亿元位列中国第三。排名全球第36位。 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/288067019882536","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251354214637784,"gmtCreate":1702374022742,"gmtModify":1702374024149,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>PDD虽然有涨势 营收不够市场份额还不足 基本盘是地摊无品牌货品 还谈不上是商品 所以支撑不了这么大的盘 很快会下来的","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>PDD虽然有涨势 营收不够市场份额还不足 基本盘是地摊无品牌货品 还谈不上是商品 所以支撑不了这么大的盘 很快会下来的","text":"$拼多多(PDD)$ PDD虽然有涨势 营收不够市场份额还不足 基本盘是地摊无品牌货品 还谈不上是商品 所以支撑不了这么大的盘 很快会下来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251354214637784","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299064965795848,"gmtCreate":1714048538812,"gmtModify":1714048541147,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 美国科技7巨头,在各自自己的领域都有自己独特的优势,但是在人工智能方面,最具有潜力还是英伟达,这属于人工智能未来绕不开的芯片。从未来预期方向看,不单是AI手机,或者AI PC,又或者是AI人形机器人等等,需要建立更多的大模型来支撑下游的应用需求,科技的发展带来的产业革命也是具备广阔的成长空间 ,我认为逢低可以继续投资。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 美国科技7巨头,在各自自己的领域都有自己独特的优势,但是在人工智能方面,最具有潜力还是英伟达,这属于人工智能未来绕不开的芯片。从未来预期方向看,不单是AI手机,或者AI PC,又或者是AI人形机器人等等,需要建立更多的大模型来支撑下游的应用需求,科技的发展带来的产业革命也是具备广阔的成长空间 ,我认为逢低可以继续投资。","text":"$英伟达(NVDA)$ 美国科技7巨头,在各自自己的领域都有自己独特的优势,但是在人工智能方面,最具有潜力还是英伟达,这属于人工智能未来绕不开的芯片。从未来预期方向看,不单是AI手机,或者AI PC,又或者是AI人形机器人等等,需要建立更多的大模型来支撑下游的应用需求,科技的发展带来的产业革命也是具备广阔的成长空间 ,我认为逢低可以继续投资。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299064965795848","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285326512943136,"gmtCreate":1710666758154,"gmtModify":1710666759714,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"未来收涨站稳129,将步入正轨。如果日线这两天拉回来。那么昨天121就是一个周k的低点,看看后续的情况 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a>","listText":"未来收涨站稳129,将步入正轨。如果日线这两天拉回来。那么昨天121就是一个周k的低点,看看后续的情况 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a>","text":"未来收涨站稳129,将步入正轨。如果日线这两天拉回来。那么昨天121就是一个周k的低点,看看后续的情况 $ARM Holdings Ltd(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285326512943136","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231575321907248,"gmtCreate":1697545583482,"gmtModify":1697545585851,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"根据目前状况,国内汽车市场各品牌的排名 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> T0:现在和未来都将只有一个T1:目前没有T2:特斯拉,FSD能在国内落地,可晋升T1; 理想,辅助驾驶赶上头部,可晋升T1;比亚迪,在30-50万市场获得一定份额,辅助驾驶赶上头部可晋升T1T3:小米两字就是流量密码,等第一台车落地再评价T4:小鹏,推出增程车型,可晋升T3T5:蔚来,不评价","listText":"根据目前状况,国内汽车市场各品牌的排名 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> T0:现在和未来都将只有一个T1:目前没有T2:特斯拉,FSD能在国内落地,可晋升T1; 理想,辅助驾驶赶上头部,可晋升T1;比亚迪,在30-50万市场获得一定份额,辅助驾驶赶上头部可晋升T1T3:小米两字就是流量密码,等第一台车落地再评价T4:小鹏,推出增程车型,可晋升T3T5:蔚来,不评价","text":"根据目前状况,国内汽车市场各品牌的排名 $特斯拉(TSLA)$ $小米集团-W(01810)$ $小鹏汽车(XPEV)$ $蔚来(NIO)$ T0:现在和未来都将只有一个T1:目前没有T2:特斯拉,FSD能在国内落地,可晋升T1; 理想,辅助驾驶赶上头部,可晋升T1;比亚迪,在30-50万市场获得一定份额,辅助驾驶赶上头部可晋升T1T3:小米两字就是流量密码,等第一台车落地再评价T4:小鹏,推出增程车型,可晋升T3T5:蔚来,不评价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/231575321907248","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482988025047301","authorId":"3482988025047301","name":"PandaPong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"不知道大佬你什么资历,在这里排起名来了。颇有点指点江山跳预言家的味道。现在论这些还是为时过早","text":"不知道大佬你什么资历,在这里排起名来了。颇有点指点江山跳预言家的味道。现在论这些还是为时过早","html":"不知道大佬你什么资历,在这里排起名来了。颇有点指点江山跳预言家的味道。现在论这些还是为时过早"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}