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梅路艾姆
2020-06-19
$蔚来(NIO)$
$波音(BA)$
今天要大涨
梅路艾姆
2021-05-07
$维视图像(MVIS)$
再见[流泪]
梅路艾姆
2025-09-25
$商汤-W(00020)$
年底 10块见，
梅路艾姆
2020-06-09
$蔚来(NIO)$
好不好今晚还要涨
梅路艾姆
2021-03-26
$老虎证券(TIGR)$
今晚至少20个点
梅路艾姆
2020-05-11
$波音(BA)$
今晚怎么说
梅路艾姆
2020-04-27
$波音(BA)$
今晚波音跌五个点
@算沙
快来给我点赞
梅路艾姆
2020-04-21
$老虎证券(TIGR)$
？？？没看错吧
梅路艾姆
2020-04-13
$波音(BA)$
今晚跌10个点
梅路艾姆
2021-07-05
$滴滴(DIDI)$
凉凉
去老虎APP查看更多动态
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(00901.HK) 打新——全球最大AndroidTV终端供应商 中签预测","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00901\">$华曦达(00901)$</a> <a href=\"https://laohu8.com/S/03310\">$云英谷科技(03310)$</a> <a href=\"https://laohu8.com/S/02723\">$深演智能(02723)$</a> 基本情况： 申购时间：5月18日-5月21日，22号出结果，26号暗盘，27号上市； 发行价格：32.80 入场费：3313.08 1手：100股 全球发售：1920.73万股 公开发售：192.08万股 发行手数：19208手； 基石：无 绿鞋：无 保荐人：中信独家保荐 分配机制：机制B，回拨10% 华曦达成立于2003年，是一家专注于AI、边云计算、无线通信、物联网技术的AI Home整体解决方案提供商，深度融合谷歌生态。公司主要为全球运营商和零售品牌提供数字视讯设备 (流媒体终端、投影仪、摄像头)、网络通信设备 (光猫、路由器) 及系统平台服务；业务覆盖全球80多个国家和地区，服务300多家运营商和品牌。 根据弗若斯特沙利文数据，按2024年收益计，华曦达是全球第八大、中国第三大面向企业客户的智慧家庭解决方案提供商，市场份额2.7%；全球企业智慧家庭产品市场占整体智慧家庭市场的约14.7%。按2024年销量计，是全球最大的Android TV智能终端供应商。 财务表现： 2023年公司实现营业收入23.67亿元，2024年小幅增至25.41亿元，而2025年则大幅跃升至33.68亿元，同比增速达到32.5%。 毛利方面：2023年为5.00亿元，2024年略有回落至4.83亿元，到了2025年反弹至6.56亿元； 2023年盈利1.91亿元，2024年承压下滑至1.37亿元，2025年则显著恢复至2.39亿元，同","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00901\">$华曦达(00901)$</a> <a href=\"https://laohu8.com/S/03310\">$云英谷科技(03310)$</a> <a href=\"https://laohu8.com/S/02723\">$深演智能(02723)$</a> 基本情况： 申购时间：5月18日-5月21日，22号出结果，26号暗盘，27号上市； 发行价格：32.80 入场费：3313.08 1手：100股 全球发售：1920.73万股 公开发售：192.08万股 发行手数：19208手； 基石：无 绿鞋：无 保荐人：中信独家保荐 分配机制：机制B，回拨10% 华曦达成立于2003年，是一家专注于AI、边云计算、无线通信、物联网技术的AI Home整体解决方案提供商，深度融合谷歌生态。公司主要为全球运营商和零售品牌提供数字视讯设备 (流媒体终端、投影仪、摄像头)、网络通信设备 (光猫、路由器) 及系统平台服务；业务覆盖全球80多个国家和地区，服务300多家运营商和品牌。 根据弗若斯特沙利文数据，按2024年收益计，华曦达是全球第八大、中国第三大面向企业客户的智慧家庭解决方案提供商，市场份额2.7%；全球企业智慧家庭产品市场占整体智慧家庭市场的约14.7%。按2024年销量计，是全球最大的Android TV智能终端供应商。 财务表现： 2023年公司实现营业收入23.67亿元，2024年小幅增至25.41亿元，而2025年则大幅跃升至33.68亿元，同比增速达到32.5%。 毛利方面：2023年为5.00亿元，2024年略有回落至4.83亿元，到了2025年反弹至6.56亿元； 2023年盈利1.91亿元，2024年承压下滑至1.37亿元，2025年则显著恢复至2.39亿元，同","text":"$华曦达(00901)$ $云英谷科技(03310)$ $深演智能(02723)$ 基本情况： 申购时间：5月18日-5月21日，22号出结果，26号暗盘，27号上市； 发行价格：32.80 入场费：3313.08 1手：100股 全球发售：1920.73万股 公开发售：192.08万股 发行手数：19208手； 基石：无 绿鞋：无 保荐人：中信独家保荐 分配机制：机制B，回拨10% 华曦达成立于2003年，是一家专注于AI、边云计算、无线通信、物联网技术的AI Home整体解决方案提供商，深度融合谷歌生态。公司主要为全球运营商和零售品牌提供数字视讯设备 (流媒体终端、投影仪、摄像头)、网络通信设备 (光猫、路由器) 及系统平台服务；业务覆盖全球80多个国家和地区，服务300多家运营商和品牌。 根据弗若斯特沙利文数据，按2024年收益计，华曦达是全球第八大、中国第三大面向企业客户的智慧家庭解决方案提供商，市场份额2.7%；全球企业智慧家庭产品市场占整体智慧家庭市场的约14.7%。按2024年销量计，是全球最大的Android TV智能终端供应商。 财务表现： 2023年公司实现营业收入23.67亿元，2024年小幅增至25.41亿元，而2025年则大幅跃升至33.68亿元，同比增速达到32.5%。 毛利方面：2023年为5.00亿元，2024年略有回落至4.83亿元，到了2025年反弹至6.56亿元； 2023年盈利1.91亿元，2024年承压下滑至1.37亿元，2025年则显著恢复至2.39亿元，同","images":[{"img":"https://static.tigerbbs.com/47c9324068bf5fafd8e847c9a4c2bd2d","width":"588","height":"771"},{"img":"https://static.tigerbbs.com/6ed69435781985746cbe380c2b1ab8b6","width":"802","height":"647"},{"img":"https://static.tigerbbs.com/2130b03bc6d5cc99bac28474c3a743e8","width":"854","height":"552"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565852346435736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567035773465200,"gmtCreate":1779457672432,"gmtModify":1779458509076,"author":{"id":"3525932369061002","authorId":"3525932369061002","name":"梅路艾姆","avatar":"https://static.tigerbbs.com/f4029790b73ed661465b7e24c1c5ffc3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525932369061002","idStr":"3525932369061002"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567035773465200","repostId":"566876746245744","repostType":1,"repost":{"id":566876746245744,"gmtCreate":1779432022919,"gmtModify":1779434338954,"author":{"id":"3572521563607136","authorId":"3572521563607136","name":"重生之我在老虎学炒股","avatar":"https://static.tigerbbs.com/4af0531b5a480806ad9527554d174ae7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572521563607136","idStr":"3572521563607136"},"themes":[],"title":"英伟达财报全面超预期，股价却盘后跳水：AI龙头也开始交“完美税”了？","htmlText":"英伟达这份财报，其实已经强到有点“离谱”了。 美东时间周三盘后，NVIDIA公布2027财年第一财季业绩：营收816.2亿美元，同比增长85%；调整后每股收益1.87美元；核心数据中心业务收入752亿美元，同比增长92%，占总营收比重已经达到92%。按正常逻辑，这种级别的财报，市场应该继续狂欢才对。但现实却是——英伟达盘后股价先冲高，随后快速跳水，一度跌超3%，甚至周四仍然收跌1.77%。 整个盘面其实很有意思。一边，是公司继续刷新AI时代的增长纪录；另一边，却是资金开始明显犹豫。市场似乎正在进入一种新的状态：现在的英伟达，已经不是“超预期”就够了，而是必须“远超预期”，甚至还得顺带重新抬高未来两三年的增长天花板，市场才愿意继续给估值。 说白了，英伟达现在开始交“完美税”了。 AI算力需求，依旧强得夸张 先看财报本身。如果单纯从数据角度看，这份财报几乎挑不出什么明显毛病。英伟达第一财季营收达到816.2亿美元，高于市场预期的790亿美元左右；调整后EPS为1.87美元，同样高于市场预期。真正最核心的，还是数据中心业务。这一季度，英伟达数据中心收入达到752亿美元，同比暴增92%，环比继续增长21%，不仅再度刷新历史纪录，还继续贡献了公司超过九成收入。 这意味着什么？意味着全球AI基础设施建设，根本没有停。过去一段时间，市场一直在担心两件事： 第一，AI资本开支会不会开始降温； 第二，超大规模云厂商的钱，会不会开始不够花。 但至少从这份财报看，目前还完全看不到需求崩塌的迹象。 相反，现在的情况更像是：全球科技巨头、AI云厂商、企业级客户、主权AI项目，还在继续疯狂堆算力。 而且，英伟达已经不只是卖GPU那么简单了。这一季度，英伟达网络业务收入同比暴增199%，达到148亿美元。这说明AI基础设施已经从“单纯买芯片”，开始升级成“整套AI工厂”的建设逻辑。 市场买的，不再只是G","listText":"英伟达这份财报，其实已经强到有点“离谱”了。 美东时间周三盘后，NVIDIA公布2027财年第一财季业绩：营收816.2亿美元，同比增长85%；调整后每股收益1.87美元；核心数据中心业务收入752亿美元，同比增长92%，占总营收比重已经达到92%。按正常逻辑，这种级别的财报，市场应该继续狂欢才对。但现实却是——英伟达盘后股价先冲高，随后快速跳水，一度跌超3%，甚至周四仍然收跌1.77%。 整个盘面其实很有意思。一边，是公司继续刷新AI时代的增长纪录；另一边，却是资金开始明显犹豫。市场似乎正在进入一种新的状态：现在的英伟达，已经不是“超预期”就够了，而是必须“远超预期”，甚至还得顺带重新抬高未来两三年的增长天花板，市场才愿意继续给估值。 说白了，英伟达现在开始交“完美税”了。 AI算力需求，依旧强得夸张 先看财报本身。如果单纯从数据角度看，这份财报几乎挑不出什么明显毛病。英伟达第一财季营收达到816.2亿美元，高于市场预期的790亿美元左右；调整后EPS为1.87美元，同样高于市场预期。真正最核心的，还是数据中心业务。这一季度，英伟达数据中心收入达到752亿美元，同比暴增92%，环比继续增长21%，不仅再度刷新历史纪录，还继续贡献了公司超过九成收入。 这意味着什么？意味着全球AI基础设施建设，根本没有停。过去一段时间，市场一直在担心两件事： 第一，AI资本开支会不会开始降温； 第二，超大规模云厂商的钱，会不会开始不够花。 但至少从这份财报看，目前还完全看不到需求崩塌的迹象。 相反，现在的情况更像是：全球科技巨头、AI云厂商、企业级客户、主权AI项目，还在继续疯狂堆算力。 而且，英伟达已经不只是卖GPU那么简单了。这一季度，英伟达网络业务收入同比暴增199%，达到148亿美元。这说明AI基础设施已经从“单纯买芯片”，开始升级成“整套AI工厂”的建设逻辑。 市场买的，不再只是G","text":"英伟达这份财报，其实已经强到有点“离谱”了。 美东时间周三盘后，NVIDIA公布2027财年第一财季业绩：营收816.2亿美元，同比增长85%；调整后每股收益1.87美元；核心数据中心业务收入752亿美元，同比增长92%，占总营收比重已经达到92%。按正常逻辑，这种级别的财报，市场应该继续狂欢才对。但现实却是——英伟达盘后股价先冲高，随后快速跳水，一度跌超3%，甚至周四仍然收跌1.77%。 整个盘面其实很有意思。一边，是公司继续刷新AI时代的增长纪录；另一边，却是资金开始明显犹豫。市场似乎正在进入一种新的状态：现在的英伟达，已经不是“超预期”就够了，而是必须“远超预期”，甚至还得顺带重新抬高未来两三年的增长天花板，市场才愿意继续给估值。 说白了，英伟达现在开始交“完美税”了。 AI算力需求，依旧强得夸张 先看财报本身。如果单纯从数据角度看，这份财报几乎挑不出什么明显毛病。英伟达第一财季营收达到816.2亿美元，高于市场预期的790亿美元左右；调整后EPS为1.87美元，同样高于市场预期。真正最核心的，还是数据中心业务。这一季度，英伟达数据中心收入达到752亿美元，同比暴增92%，环比继续增长21%，不仅再度刷新历史纪录，还继续贡献了公司超过九成收入。 这意味着什么？意味着全球AI基础设施建设，根本没有停。过去一段时间，市场一直在担心两件事： 第一，AI资本开支会不会开始降温； 第二，超大规模云厂商的钱，会不会开始不够花。 但至少从这份财报看，目前还完全看不到需求崩塌的迹象。 相反，现在的情况更像是：全球科技巨头、AI云厂商、企业级客户、主权AI项目，还在继续疯狂堆算力。 而且，英伟达已经不只是卖GPU那么简单了。这一季度，英伟达网络业务收入同比暴增199%，达到148亿美元。这说明AI基础设施已经从“单纯买芯片”，开始升级成“整套AI工厂”的建设逻辑。 市场买的，不再只是G","images":[{"img":"https://static.tigerbbs.com/180270e30293acea57f5062ad56575f9","width":"1637","height":"960"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566876746245744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566964945607584,"gmtCreate":1779457654005,"gmtModify":1779458509110,"author":{"id":"3525932369061002","authorId":"3525932369061002","name":"梅路艾姆","avatar":"https://static.tigerbbs.com/f4029790b73ed661465b7e24c1c5ffc3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525932369061002","idStr":"3525932369061002"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566964945607584","repostId":"566988409008848","repostType":1,"repost":{"id":566988409008848,"gmtCreate":1779446109925,"gmtModify":1779449400297,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"长文再谈英特尔 带你读懂英特尔","htmlText":"此文是全年写的为数不多的长篇分析，全文5200字，希望可以给到大家帮助[微笑] 过去10年英特尔让市场失望，太多次制成跳票服务器被AMD撕开，AI时代被英伟达抢走聚光灯，Foundry烧钱看不到尽头。 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 所以当英特尔股价一路上涨甚至创出新高的时候，很多人的第一反应不是重新研究它，而是觉得这下总该跌了吧。18A还没完全证明Foundry还没真正赚钱，AMD还在增长，英伟达还在统治AI，英特尔凭什么涨成这样？ 市场最折磨人的地方就在这里，它不是不跌，它当然会跌，可它偏偏没有按照大多数怀疑者期待的方式崩给你看。你等他财报翻车，他给你数据中心修复。你等Founder继续拖累，他给你18A预期。你等AMD继续单方面碾压，他却开始被市场重新定价。你等他彻底退出AI主线，他却靠AIPC,CPU推理和美国制造回流，重新回到资金视野。你以为自己是在等英特尔回调，其实很多时候你是在等市场证明自己没有踏空。[微笑] 如今真正刺痛人的问题，不是英特尔为什么涨了这么多，也不是现在到底还能不能追，而是为什么那么多人明明看到了英特尔的风险，却总是等不到自己想象中的崩盘。[微笑] 很多人等英特尔跌，不是因为他们不懂半导体，而是因为他们太熟悉过去那个失败的英特尔，他们看见18A，会想到10nm跳票，他们看见Foundry，会想到持续烧钱，他们看见数据中心增长，会想到AMD还在抢份额，他们看见ai PC, 会想到英伟达才是AI主线。过去的记忆太深，所以每一次英特尔上涨，他们都容易把它当成短线情绪。 每一次股价创新高，他们都觉得风险更大，每一次市场重新讨论美国制造先进制程服务器、CPU修复，他们都觉得这只是旧公司包装出来的新故事。[微笑] 这其实是投资里最常见的一种心理错位，因为大多数人并不是在等一个合理","listText":"此文是全年写的为数不多的长篇分析，全文5200字，希望可以给到大家帮助[微笑] 过去10年英特尔让市场失望，太多次制成跳票服务器被AMD撕开，AI时代被英伟达抢走聚光灯，Foundry烧钱看不到尽头。 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 所以当英特尔股价一路上涨甚至创出新高的时候，很多人的第一反应不是重新研究它，而是觉得这下总该跌了吧。18A还没完全证明Foundry还没真正赚钱，AMD还在增长，英伟达还在统治AI，英特尔凭什么涨成这样？ 市场最折磨人的地方就在这里，它不是不跌，它当然会跌，可它偏偏没有按照大多数怀疑者期待的方式崩给你看。你等他财报翻车，他给你数据中心修复。你等Founder继续拖累，他给你18A预期。你等AMD继续单方面碾压，他却开始被市场重新定价。你等他彻底退出AI主线，他却靠AIPC,CPU推理和美国制造回流，重新回到资金视野。你以为自己是在等英特尔回调，其实很多时候你是在等市场证明自己没有踏空。[微笑] 如今真正刺痛人的问题，不是英特尔为什么涨了这么多，也不是现在到底还能不能追，而是为什么那么多人明明看到了英特尔的风险，却总是等不到自己想象中的崩盘。[微笑] 很多人等英特尔跌，不是因为他们不懂半导体，而是因为他们太熟悉过去那个失败的英特尔，他们看见18A，会想到10nm跳票，他们看见Foundry，会想到持续烧钱，他们看见数据中心增长，会想到AMD还在抢份额，他们看见ai PC, 会想到英伟达才是AI主线。过去的记忆太深，所以每一次英特尔上涨，他们都容易把它当成短线情绪。 每一次股价创新高，他们都觉得风险更大，每一次市场重新讨论美国制造先进制程服务器、CPU修复，他们都觉得这只是旧公司包装出来的新故事。[微笑] 这其实是投资里最常见的一种心理错位，因为大多数人并不是在等一个合理","text":"此文是全年写的为数不多的长篇分析，全文5200字，希望可以给到大家帮助[微笑] 过去10年英特尔让市场失望，太多次制成跳票服务器被AMD撕开，AI时代被英伟达抢走聚光灯，Foundry烧钱看不到尽头。 $英特尔(INTC)$ 所以当英特尔股价一路上涨甚至创出新高的时候，很多人的第一反应不是重新研究它，而是觉得这下总该跌了吧。18A还没完全证明Foundry还没真正赚钱，AMD还在增长，英伟达还在统治AI，英特尔凭什么涨成这样？ 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这其实是投资里最常见的一种心理错位，因为大多数人并不是在等一个合理","images":[{"img":"https://static.tigerbbs.com/b4676f3bb0907a57e1fa198adcb3ed35","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/7456bb0dffc1cd2c7423eccee79996c9","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/816c0af9b3bc37b7eff52ac0517330e5","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566988409008848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561334949901896,"gmtCreate":1778076388031,"gmtModify":1778078301749,"author":{"id":"3525932369061002","authorId":"3525932369061002","name":"梅路艾姆","avatar":"https://static.tigerbbs.com/f4029790b73ed661465b7e24c1c5ffc3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3525932369061002","idStr":"3525932369061002"},"themes":[],"title":"","htmlText":"<a 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