Zapstart的个人主页 - 老虎社区

Zapstart

Zapstart

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2021-09-18

$Fulcrum Therapeutics(FULC)$做空持续亏损中。。。今天计划是开盘抛一半，结果没来得及，尾盘又被爆了😭

2022-01-11

$Marin Software Inc.(MRIN)$这个票基本就是提款机，暴涨就做空。。。

2021-09-22

$Marin Software Inc.(MRIN)$已🈳️，希望明天不要被埋[暗中观察]

2021-10-22

$英特尔(INTC)$一共持有330股，成本53，继续低吸。

2021-11-19

$Aehr Test Systems(AEHR)$第一目标是924天量那天收盘价，然后是前一天收盘价！

2021-12-06

$ProShares UltraShort DJ UBS Natu(KOLD)$不知道为什么，明天天然气貌似又要暴跌[财迷] [开心]

2021-11-06

$Aehr Test Systems(AEHR)$大家看到多少，我看到29，我做空。。。

2021-10-22

$英特尔(INTC)$给市场和CEO3-5年时间，能做到年化25%就行[微笑]

2021-09-21

$Fulcrum Therapeutics(FULC)$这股只能硬扛到财报可能才会跌吧，今天这大盘都不跌。

2021-11-27

$ProShares UltraShort DJ UBS Natu(KOLD)$又见6字头。。。果断加仓

去老虎APP查看更多动态

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开始，英伟达要做的，是把重点从“","images":[{"img":"https://static.tigerbbs.com/97c17ba760aed2c09633fdff6425c439","width":"1080","height":"549"},{"img":"https://static.tigerbbs.com/893dd1b08b0b695ea19c6c6ab820f4d2","width":"962","height":"1202"},{"img":"https://static.tigerbbs.com/217b99dd2a1fb5fa3c602e1a32514bd0","width":"1024","height":"1130"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542039576126104","isVote":1,"tweetType":2,"object":{"id":"32a176d748b84608b15435c1e4e0db6a","tweetId":"542039576126104","videoUrl":"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/98869bb25145403719699643818/Bw4v6mEjQdoA.mp4","poster":"https://static.tigerbbs.com/8e121e17b2d1b515454443dcacd42887"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526487284760776,"gmtCreate":1769564708815,"gmtModify":1769564710857,"author":{"id":"4088371989135600","authorId":"4088371989135600","name":"Zapstart","avatar":"https://static.tigerbbs.com/e81559b5e1033256ea13c9e2f62e933c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088371989135600","authorIdStr":"4088371989135600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 还是太宽容了，没有大两位数、三位数增长还能盘后跳涨。","listText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 还是太宽容了，没有大两位数、三位数增长还能盘后跳涨。","text":"$希捷科技(STX)$ 还是太宽容了，没有大两位数、三位数增长还能盘后跳涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526487284760776","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518628246622248,"gmtCreate":1767647506899,"gmtModify":1767647509086,"author":{"id":"4088371989135600","authorId":"4088371989135600","name":"Zapstart","avatar":"https://static.tigerbbs.com/e81559b5e1033256ea13c9e2f62e933c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088371989135600","authorIdStr":"4088371989135600"},"themes":[],"title":"","htmlText":"利好不涨，有意思🤔","listText":"利好不涨，有意思🤔","text":"利好不涨，有意思🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518628246622248","repostId":"1137107416","repostType":2,"repost":{"id":"1137107416","kind":"news","pubTimestamp":1767606346,"share":"https://www.laohu8.com/m/news/1137107416?lang=zh_CN&edition=full","pubTime":"2026-01-05 17:45","market":"us","language":"zh","title":"AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137107416","media":"华尔街见闻","summary":"周一，据媒体援引行业匿名人士消息，$三星电子$与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。据悉，$三星$与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。","content":"<html><head></head><body><p>周一，据媒体援引行业匿名人士消息，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。</p><p><a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a>盘前涨近5%，西部数据盘前涨超4%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> 盘前涨近4%，均再创新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19b5364c167e90d5bb52c7c7434dc61\" tg-width=\"531\" tg-height=\"150\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/479e5181477d0307bbe9bc7aac791753\" tg-width=\"531\" tg-height=\"146\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7242fc2e481cf46755348df723490169\" tg-width=\"528\" tg-height=\"156\"/></p><p style=\"text-align: justify;\">此次提价策略基于企业对市场需求持续走强的预判。据悉，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。</p><p style=\"text-align: justify;\">1月5日，<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>股价大涨近7.5%创历史新高，SK海力士同步走强涨近3%，两大存储巨头的强势表现直接提振了市场情绪，推动韩国首尔综指收涨3.43％，创收盘历史新高。</p><p style=\"text-align: justify;\">由于芯片制造商三星和SK的表现推动韩国综合股价指数（KOSPI）创下历史新高，<a href=\"https://laohu8.com/S/C\">花旗集团</a>和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等券商纷纷上调了这两家公司的盈利预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2656e63a7eb8e0c8764e047a967e505\" title=\"\" tg-width=\"1024\" tg-height=\"664\"/></p></body></html>","source":"lsy1762389672944","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>AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nAI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3762568><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762568\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"WDC":"西部数据","07747":"南方两倍做多三星电子","SNDK":"闪迪","07709":"南方两倍做多海力士","MU":"美光科技","STX":"希捷科技"},"source_url":"https://wallstreetcn.com/articles/3762568","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137107416","content_text":"周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。1月5日，三星电子股价大涨近7.5%创历史新高，SK海力士同步走强涨近3%，两大存储巨头的强势表现直接提振了市场情绪，推动韩国首尔综指收涨3.43％，创收盘历史新高。由于芯片制造商三星和SK的表现推动韩国综合股价指数（KOSPI）创下历史新高，花旗集团和摩根士丹利等券商纷纷上调了这两家公司的盈利预期。","news_type":1,"symbols_score_info":{"07709":1.5,"WDC":2,"SNDK":2,"MU":2,"STX":2,"07747":1.5}},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278791500648752,"gmtCreate":1709074265983,"gmtModify":1709074267498,"author":{"id":"4088371989135600","authorId":"4088371989135600","name":"Zapstart","avatar":"https://static.tigerbbs.com/e81559b5e1033256ea13c9e2f62e933c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088371989135600","authorIdStr":"4088371989135600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 大概率和<a href=\"https://laohu8.com/S/AEHR\">$Aehr Test Systems(AEHR)$</a> 类似，跌50%就跌不动了，这个是有业绩的，和AMC，GME还是不一样。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 大概率和<a href=\"https://laohu8.com/S/AEHR\">$Aehr Test Systems(AEHR)$</a> 类似，跌50%就跌不动了，这个是有业绩的，和AMC，GME还是不一样。","text":"$超微电脑(SMCI)$ 大概率和$Aehr Test Systems(AEHR)$ 类似，跌50%就跌不动了，这个是有业绩的，和AMC，GME还是不一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278791500648752","isVote":1,"tweetType":1,"viewCount":3833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203959390982392,"gmtCreate":1690832947337,"gmtModify":1690832948993,"author":{"id":"4088371989135600","authorId":"4088371989135600","name":"Zapstart","avatar":"https://static.tigerbbs.com/e81559b5e1033256ea13c9e2f62e933c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088371989135600","authorIdStr":"4088371989135600"},"themes":[],"title":"","htmlText":"每年买前十收益应该也不错，有机会算算。","listText":"每年买前十收益应该也不错，有机会算算。","text":"每年买前十收益应该也不错，有机会算算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203959390982392","repostId":"203866356211880","repostType":1,"repost":{"id":203866356211880,"gmtCreate":1690810340775,"gmtModify":1690811558251,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"1992-2022美股前十大市值公司变迁！","htmlText":"1992年美国前10大市值公司，排名第一的埃克森美孚，当年市盈率16.89倍，2023年降至7倍，能源类公司的估值普遍不高； 可口可乐1992年市盈率29.7倍，最近十年稳定在25倍左右，92年营收增速13%，最近10年年复合营收增速下滑1.1%，消费类公司在增速下滑之后，估值不会大幅下降，原因在于可以通过高分红、提价弥补； 1992年，前10大市值公司中，医疗保健行业占据3席： 1993年，美国前10大市值公司变化不大： 1994年，美国前10大市值公司变化不大，但IBM开始登上历史舞台： 1995年，微软挤进前10大市值公司名单，位列第9： 1996年美股前10大市值公司大洗牌，英特尔、微软、IBM等科技公司崭露头角： 1997年，花旗银行挤进美国前10大公司市值名单： 1998年，微软登顶美国第一大市值公司： 1999年，思科冲进前10榜单，注意看，微软、思科等科技股的市盈率高达78倍以上，为2000年互联网泡沫破裂奠定基础： 2000年，互联网泡沫破裂，微软从市值一哥宝座跌落，年内市值蒸发近4000亿美元！ 2001年，名单变化不大，微软回光返照： 2002年，微软重回市值一哥宝座，但估值已经大幅下降： 2003年美国市值前10名单： 2004年，美国前10大市值公司中，金融类占据三席（花旗、美国银行、美国国际集团），开启银行股黄金时代： 2005年名单没有变化： 2006年,没有变化： 2007年，前10大市值榜单大洗牌，股神巴菲特掌管的伯克希尔哈撒韦冲进榜单，而前10家公司中，能源类公司大放异彩（埃克森美孚、雪佛龙），除此之外，谷歌第一次登进前10！ 2008年无变化： 2009年，苹果重回前10，股王之路自此开启： 2010年无变化： 2011年无变化： 2012年，苹果取代埃克森美孚登顶美国市值第一，自此后10年，苹果几乎霸榜第一宝座： 2013年无变化：","listText":"1992年美国前10大市值公司，排名第一的埃克森美孚，当年市盈率16.89倍，2023年降至7倍，能源类公司的估值普遍不高； 可口可乐1992年市盈率29.7倍，最近十年稳定在25倍左右，92年营收增速13%，最近10年年复合营收增速下滑1.1%，消费类公司在增速下滑之后，估值不会大幅下降，原因在于可以通过高分红、提价弥补； 1992年，前10大市值公司中，医疗保健行业占据3席： 1993年，美国前10大市值公司变化不大： 1994年，美国前10大市值公司变化不大，但IBM开始登上历史舞台： 1995年，微软挤进前10大市值公司名单，位列第9： 1996年美股前10大市值公司大洗牌，英特尔、微软、IBM等科技公司崭露头角： 1997年，花旗银行挤进美国前10大公司市值名单： 1998年，微软登顶美国第一大市值公司： 1999年，思科冲进前10榜单，注意看，微软、思科等科技股的市盈率高达78倍以上，为2000年互联网泡沫破裂奠定基础： 2000年，互联网泡沫破裂，微软从市值一哥宝座跌落，年内市值蒸发近4000亿美元！ 2001年，名单变化不大，微软回光返照： 2002年，微软重回市值一哥宝座，但估值已经大幅下降： 2003年美国市值前10名单： 2004年，美国前10大市值公司中，金融类占据三席（花旗、美国银行、美国国际集团），开启银行股黄金时代： 2005年名单没有变化： 2006年,没有变化： 2007年，前10大市值榜单大洗牌，股神巴菲特掌管的伯克希尔哈撒韦冲进榜单，而前10家公司中，能源类公司大放异彩（埃克森美孚、雪佛龙），除此之外，谷歌第一次登进前10！ 2008年无变化： 2009年，苹果重回前10，股王之路自此开启： 2010年无变化： 2011年无变化： 2012年，苹果取代埃克森美孚登顶美国市值第一，自此后10年，苹果几乎霸榜第一宝座： 2013年无变化：","text":"1992年美国前10大市值公司，排名第一的埃克森美孚，当年市盈率16.89倍，2023年降至7倍，能源类公司的估值普遍不高； 可口可乐1992年市盈率29.7倍，最近十年稳定在25倍左右，92年营收增速13%，最近10年年复合营收增速下滑1.1%，消费类公司在增速下滑之后，估值不会大幅下降，原因在于可以通过高分红、提价弥补； 1992年，前10大市值公司中，医疗保健行业占据3席： 1993年，美国前10大市值公司变化不大： 1994年，美国前10大市值公司变化不大，但IBM开始登上历史舞台： 1995年，微软挤进前10大市值公司名单，位列第9： 1996年美股前10大市值公司大洗牌，英特尔、微软、IBM等科技公司崭露头角： 1997年，花旗银行挤进美国前10大公司市值名单： 1998年，微软登顶美国第一大市值公司： 1999年，思科冲进前10榜单，注意看，微软、思科等科技股的市盈率高达78倍以上，为2000年互联网泡沫破裂奠定基础： 2000年，互联网泡沫破裂，微软从市值一哥宝座跌落，年内市值蒸发近4000亿美元！ 2001年，名单变化不大，微软回光返照： 2002年，微软重回市值一哥宝座，但估值已经大幅下降： 2003年美国市值前10名单： 2004年，美国前10大市值公司中，金融类占据三席（花旗、美国银行、美国国际集团），开启银行股黄金时代： 2005年名单没有变化： 2006年,没有变化： 2007年，前10大市值榜单大洗牌，股神巴菲特掌管的伯克希尔哈撒韦冲进榜单，而前10家公司中，能源类公司大放异彩（埃克森美孚、雪佛龙），除此之外，谷歌第一次登进前10！ 2008年无变化： 2009年，苹果重回前10，股王之路自此开启： 2010年无变化： 2011年无变化： 2012年，苹果取代埃克森美孚登顶美国市值第一，自此后10年，苹果几乎霸榜第一宝座： 2013年无变化：","images":[{"img":"https://static.tigerbbs.com/99bb0ca2aa9d947216d669fc7b753394","width":"772","height":"288"},{"img":"https://static.tigerbbs.com/677a3f7a766a0a1580cba76eab2ea922","width":"787","height":"288"},{"img":"https://static.tigerbbs.com/c718b34f47fbefdcb0ae43060af0ba4c","width":"799","height":"288"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203866356211880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":31,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629564457,"gmtCreate":1670620921079,"gmtModify":1670620922637,"author":{"id":"4088371989135600","authorId":"4088371989135600","name":"Zapstart","avatar":"https://static.tigerbbs.com/e81559b5e1033256ea13c9e2f62e933c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088371989135600","authorIdStr":"4088371989135600"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629564457","repostId":"629223456","repostType":1,"repost":{"id":629223456,"gmtCreate":1670560133575,"gmtModify":1670560144069,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"经济衰退乌云密布，机构更钟情小盘股？你怎么看？","htmlText":"2023年即将到来，美国经济的衰退危机，似乎已经成为了市场共识，摩根士丹利策略师Mike 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