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DeepValueMaking

DeepValueMaking

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IP属地：北京

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DeepValueMaking

03-10 21:36

‌$奈飞(NFLX)$ ‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子

DeepValueMaking

03-09 18:10

过几天又要澄清了。

美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外

DeepValueMaking

03-09 15:09

$智谱(02513)$ 隔壁快涨到1000了

DeepValueMaking

03-06

$智谱(02513)$ 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。

DeepValueMaking

03-05

‌$蜜雪集团(02097)$ ‌热度没了

DeepValueMaking

03-04

你怎么说都有理。。

异动解读 | 全球AI情绪降温，智谱盘中大跌5.30%

DeepValueMaking

02-26

‌$百度(BIDU)$ ‌财报还可以，不知股价为什么跌。

DeepValueMaking

02-26

‌$智谱(02513)$ ‌‌英伟达的财报应该是AI股的大利好，今天冲破700.

DeepValueMaking

02-25

‌$智谱(02513)$ ‌我觉得写这些股评文章都是扯淡，顶多就是马后炮。股市变化无常，连巴菲特都预测不了。

DeepValueMaking

02-25

‌$智谱(02513)$ ‌今天冲破700

DeepValueMaking

02-24

‌$智谱(02513)$ ‌今天应该恢复到700以上

DeepValueMaking

02-23

$智谱(02513)$ 一手就跌14000

DeepValueMaking

02-16

‌$智谱(02513)$ ‌出货过年

DeepValueMaking

02-13

$智谱(02513)$ 上蹿下跳太刺激了。

DeepValueMaking

02-10

$智谱(02513)$ 交易量太小，一点点资金就能捧到天上去，也能打到地下去。

DeepValueMaking

02-06

‌$智谱(02513)$ ‌‌离开了市值管理，只值100元

DeepValueMaking

02-05

‌$智谱(02513)$ ‌走了，这股已经不能玩了。

DeepValueMaking

02-05

‌$智谱(02513)$ ‌市场又增加了以116.20购入的561.29万股。

DeepValueMaking

02-05

今天股价要跌了

智谱(02513)：悉数行使超额配股权、稳定价格行动及稳定价格期结束

DeepValueMaking

02-04

‌$甲骨文(ORCL)$ ‌一路下行，不带回头

去老虎APP查看更多动态

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‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541180777955344","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540806718845856,"gmtCreate":1773051027535,"gmtModify":1773051030337,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"过几天又要澄清了。","listText":"过几天又要澄清了。","text":"过几天又要澄清了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540806718845856","repostId":"1123083864","repostType":2,"repost":{"id":"1123083864","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1773019362,"share":"https://www.laohu8.com/m/news/1123083864?lang=zh_CN&edition=full","pubTime":"2026-03-09 09:22","market":"us","language":"zh","title":"美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外","url":"https://stock-news.laohu8.com/highlight/detail?id=1123083864","media":"异动解读","summary":"该产品将采用三星电子和SK海力士的HBM4。","content":"<html><head></head><body><p>周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d2d256a69ff29f6f2ba24bbf7f37a\" tg-width=\"1173\" tg-height=\"417\"/></p><p>作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。</p></body></html>","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\" 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-03-09 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d2d256a69ff29f6f2ba24bbf7f37a\" tg-width=\"1173\" tg-height=\"417\"/></p><p>作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123083864","content_text":"周一， 美光科技 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera 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隔壁快涨到1000了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/540762079629360","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539703017722256,"gmtCreate":1772781489015,"gmtModify":1772781491377,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","text":"$智谱(02513)$ 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href=http://www.zhitongcaijing.com/content/detail/1401766.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，智谱(02513)发布公告，保荐人兼整体协调人(为其本身及代表国际包销商)已于2026年2月4日悉数行使招股章程所述的超额配股权，涉及合共561.29万股H股，占全球发售项下可供认购发售股份总数(于任何超额配股权获行使前)约15%。超额配发股份将由公司按每股H股116.20港元发行及配发。超额配发股份将用于促成向同意延迟交付其于全球发售项下认购的相关H股的承配人交付相关H股。此外...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1401766.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02513":"智谱","BK1117":"系统软件"},"source_url":"http://www.zhitongcaijing.com/content/detail/1401766.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608461362","content_text":"智通财经APP讯，智谱(02513)发布公告，保荐人兼整体协调人(为其本身及代表国际包销商)已于2026年2月4日悉数行使招股章程所述的超额配股权，涉及合共561.29万股H股，占全球发售项下可供认购发售股份总数(于任何超额配股权获行使前)约15%。超额配发股份将由公司按每股H股116.20港元发行及配发。超额配发股份将用于促成向同意延迟交付其于全球发售项下认购的相关H股的承配人交付相关H股。此外，有关全球发售的稳定价格期于2026年2月4日(即递交香港公开发售申请的截止日期后第30日)结束。","news_type":1,"symbols_score_info":{"02513":1.5}},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529252204343512,"gmtCreate":1770195968132,"gmtModify":1770195969939,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a 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