平行宇宙的个人主页 - 老虎社区

平行宇宙

平行宇宙

8 年电商从业者，团队做了 5 款亿级爆品；关注互联网和消费行业

IP属地：福建

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0勋章

2025-07-14

转$Deckers Outdoor Corporation(DECK)$

抱歉，原内容已删除

05-22

👍

03-18

金属和粮食会率先崩盘么

抱歉，原内容已删除

2025-12-24

$林清轩(02657)$ 没中🥲

2025-12-20

芯片 ai 机器人算力（里面没电力）

@小虎周报:年终复盘｜2025老虎社区十大美股！

2025-10-31

这篇文章不错，转发给大家看看

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2025-10-15

$亚玛芬体育(AS)$ 公布处理结果了，损害赔偿和生态修复责任；县委书记调查免职 https://mp.weixin.qq.com/s/2Qz7QrvF5g7X4Wta2tuY4g

2025-10-08

名创海外数据有机会得看看

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2025-10-02

Q3 财报回归 300 没问题

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2025-09-17

半年

去老虎APP查看更多动态

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算力（里面没电力）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512758727156672","repostId":"512592083878064","repostType":1,"repost":{"id":512592083878064,"gmtCreate":1766157758903,"gmtModify":1766157915060,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"年终复盘｜2025老虎社区十大美股！","htmlText":"2025年，美股在4月暴跌后快速反弹突破新高。但特朗普重返白宫点燃政策不确定性，黄金历史性突破4000美元/盎司，有色金属成为比科技股更亮眼的明星板块，英伟达登顶5万亿美元市值...快来看看老虎社区最受关注的10大美股！1. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 突破5万亿，但“自研芯片”开始松动护城河10月29日，nvda收盘市值达5.02万亿美元，成为人类历史上首家突破5万亿美元的上市公司，距离其首次突破4万亿美元大关仅过去四个月。 NVDA 受益于 GPU 生态与软件栈优势，订单能见度维持高位，股价延续强势。 但年内市场多次发酵“巨头自研 ASIC/TPU 方案”与“AI 成本优化路线”，当行业叙事从“买不到 GPU”转向“如何把算力变便宜”，NVDA 的领先仍在，但定价权与增速预期更容易被挑战，波动显著放大。2. <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> : FSD 与机器人叙事继续撑起想象2025 年特斯拉仍处在“规模扩张 vs 价格竞争”的夹缝里。年初由于musk和trump的争执，tesla一度下跌至214美元，但现在年底已经翻倍并突破新高。大行认为2026年将会是robotaxi的大年。 市场的多头逻辑集中FSD 迭代与订阅化带来的软件收入弹性，以及人形机器人/自动化的远期空间；每当技术进展被放大，估值就迅速修复。3. <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>: iPhone 17 换机潮补上AI叙事2025 年苹果的主基调是“稳”：硬件端受换机周期与全球消费影响，增速不算亮眼，但现金流与回购属性让它在波动市更像防守仓位。 市场把焦点放到“端侧 AI”的新变量——更强","listText":"2025年，美股在4月暴跌后快速反弹突破新高。但特朗普重返白宫点燃政策不确定性，黄金历史性突破4000美元/盎司，有色金属成为比科技股更亮眼的明星板块，英伟达登顶5万亿美元市值...快来看看老虎社区最受关注的10大美股！1. <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 突破5万亿，但“自研芯片”开始松动护城河10月29日，nvda收盘市值达5.02万亿美元，成为人类历史上首家突破5万亿美元的上市公司，距离其首次突破4万亿美元大关仅过去四个月。 NVDA 受益于 GPU 生态与软件栈优势，订单能见度维持高位，股价延续强势。 但年内市场多次发酵“巨头自研 ASIC/TPU 方案”与“AI 成本优化路线”，当行业叙事从“买不到 GPU”转向“如何把算力变便宜”，NVDA 的领先仍在，但定价权与增速预期更容易被挑战，波动显著放大。2. <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> : FSD 与机器人叙事继续撑起想象2025 年特斯拉仍处在“规模扩张 vs 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