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梦想快实现

梦想快实现

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梦想快实现

05-12

英伟达和美光公司像比较个人，更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的

梦想快实现

01-09

小米汽车近期持续下跌跌幅巨大，要想出现拐点转上涨趋势，需要化解消费者对汽车的质疑，特别是在安全性能方面第二资本是战战股价，要走出横盘结构不再创新低了才可能出现拐点

梦想快实现

05-09

这波半导体才刚刚开始向上，还没有真正发力，这可能是今年整年的领头羊，看好！

梦想快实现

2025-07-05

周三小非农周四大非农数据打架，但纳指周三涨，周四还是涨，这是为什么？下周纳指怎么走？请谈一谈你的看法儿？

梦想快实现

04-17

对✔️，btc低位调整了这么久，完全可以带头突破

梦想快实现

01-31

最近美股最亮眼的赛道之一，就是存储（Storage）：$美光科技(MU)$、 $SanDisk Corp(SNDK)$ 等存储相关个股集体拉升[财迷]

梦想快实现

2025-12-26

老黄非常有前瞻性，要不英伟达也不会是现在的英伟达了。相信老黄就完了[财迷]

梦想快实现

2025-12-24

微软在这次人工智能的浪潮中好像被遗忘一样；风头让英伟达谷歌给抢去了

梦想快实现

01-15

2026年AMD仍具高景气与超额收益潜力，英特尔具备重回主赛道的条件但需时间验证，策略上可高配AMD+低配英特尔，动态调整。

梦想快实现

2025-12-06

亚马逊的芯片有待事件时间和市场去验证面对谷歌英伟达的竞争很难

去老虎APP查看更多动态

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年量产，推动了高通股价上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559727588865832","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":563219411608032,"gmtCreate":1778533290376,"gmtModify":1778533293301,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143339876812550","idStr":"4143339876812550"},"themes":[],"title":"","htmlText":"英伟达和美光公司像比较个人，更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","listText":"英伟达和美光公司像比较个人，更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","text":"英伟达和美光公司像比较个人，更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/563219411608032","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274779734729","authorId":"3479274779734729","name":"maroketo","avatar":"https://static.laohu8.com/picture113","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274779734729","idStr":"3479274779734729"},"content":"我也拿着英伟达 但存储弹性这波真猛 你觉得周期能走多久","text":"我也拿着英伟达 但存储弹性这波真猛 你觉得周期能走多久","html":"我也拿着英伟达 但存储弹性这波真猛 你觉得周期能走多久"},{"author":{"id":"9000000000000362","authorId":"9000000000000362","name":"VincentHughes","avatar":"https://static.tigerbbs.com/35ff63f0788dbb73e52433fbc3b24649","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000362","idStr":"9000000000000362"},"content":"我也拿着英伟达 但存储这波真更猛 你觉得持续多久","text":"我也拿着英伟达 但存储这波真更猛 你觉得持续多久","html":"我也拿着英伟达 但存储这波真更猛 你觉得持续多久"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519729816674392,"gmtCreate":1767908499856,"gmtModify":1767908502255,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143339876812550","idStr":"4143339876812550"},"themes":[],"title":"","htmlText":"小米汽车近期持续下跌跌幅巨大，要想出现拐点转上涨趋势，需要化解消费者对汽车的质疑，特别是在安全性能方面第二资本是战战股价，要走出横盘结构不再创新低了才可能出现拐点","listText":"小米汽车近期持续下跌跌幅巨大，要想出现拐点转上涨趋势，需要化解消费者对汽车的质疑，特别是在安全性能方面第二资本是战战股价，要走出横盘结构不再创新低了才可能出现拐点","text":"小米汽车近期持续下跌跌幅巨大，要想出现拐点转上涨趋势，需要化解消费者对汽车的质疑，特别是在安全性能方面第二资本是战战股价，要走出横盘结构不再创新低了才可能出现拐点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519729816674392","isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000204","authorId":"9000000000000204","name":"Erness","avatar":"https://static.tigerbbs.com/51ab14dff26f7299bc3922527c45baf5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000204","idStr":"9000000000000204"},"content":"小米这波跌得太惨了，安全性能不解决难反弹啊。","text":"小米这波跌得太惨了，安全性能不解决难反弹啊。","html":"小米这波跌得太惨了，安全性能不解决难反弹啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562162112935536,"gmtCreate":1778278334097,"gmtModify":1778278336681,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143339876812550","idStr":"4143339876812550"},"themes":[],"title":"","htmlText":"这波半导体才刚刚开始向上，还没有真正发力，这可能是今年整年的领头羊，看好！","listText":"这波半导体才刚刚开始向上，还没有真正发力，这可能是今年整年的领头羊，看好！","text":"这波半导体才刚刚开始向上，还没有真正发力，这可能是今年整年的领头羊，看好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562162112935536","isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203149749193840","authorId":"4203149749193840","name":"琴有独钟Amber","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4203149749193840","idStr":"4203149749193840"},"content":"半导体推荐一下买哪个好？","text":"半导体推荐一下买哪个好？","html":"半导体推荐一下买哪个好？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453369327653064,"gmtCreate":1751708274987,"gmtModify":1751709985709,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143339876812550","idStr":"4143339876812550"},"themes":[],"title":"","htmlText":"周三小非农周四大非农数据打架，但纳指周三涨，周四还是涨，这是为什么？下周纳指怎么走？请谈一谈你的看法儿？","listText":"周三小非农周四大非农数据打架，但纳指周三涨，周四还是涨，这是为什么？下周纳指怎么走？请谈一谈你的看法儿？","text":"周三小非农周四大非农数据打架，但纳指周三涨，周四还是涨，这是为什么？下周纳指怎么走？请谈一谈你的看法儿？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/453369327653064","isVote":1,"tweetType":1,"viewCount":4936,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3463057643110414","authorId":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3463057643110414","idStr":"3463057643110414"},"content":"NQ100期指周五跌0.66%，周涨0.73%符期。解析：7月4日美股美债休市期指开盘，特最新关税威胁引风险资产抛售期指遭挫。美计划对AI芯片出口设限欧芯片股普跌，阿斯麦控股跌约2.6%，避险情绪回升黄金一度涨近20美元。周三小非农与周四大非农数据打架但美股都是涨，证明期指依然处于强势慢牛走势中。超短：5均粘，振荡趋势。连续沿5均上涨，有横盘振荡等靠10均趋势。支撑5均，强支撑10均。短线：20均上，多头趋势。中线：5周均上，20周均上（第8周），周线MACD金叉（第8周），多头趋势，中线继续慢牛走势大概率--NQ100期指本周复盘和下周预判。","text":"NQ100期指周五跌0.66%，周涨0.73%符期。解析：7月4日美股美债休市期指开盘，特最新关税威胁引风险资产抛售期指遭挫。美计划对AI芯片出口设限欧芯片股普跌，阿斯麦控股跌约2.6%，避险情绪回升黄金一度涨近20美元。周三小非农与周四大非农数据打架但美股都是涨，证明期指依然处于强势慢牛走势中。超短：5均粘，振荡趋势。连续沿5均上涨，有横盘振荡等靠10均趋势。支撑5均，强支撑10均。短线：20均上，多头趋势。中线：5周均上，20周均上（第8周），周线MACD金叉（第8周），多头趋势，中线继续慢牛走势大概率--NQ100期指本周复盘和下周预判。","html":"NQ100期指周五跌0.66%，周涨0.73%符期。解析：7月4日美股美债休市期指开盘，特最新关税威胁引风险资产抛售期指遭挫。美计划对AI芯片出口设限欧芯片股普跌，阿斯麦控股跌约2.6%，避险情绪回升黄金一度涨近20美元。周三小非农与周四大非农数据打架但美股都是涨，证明期指依然处于强势慢牛走势中。超短：5均粘，振荡趋势。连续沿5均上涨，有横盘振荡等靠10均趋势。支撑5均，强支撑10均。短线：20均上，多头趋势。中线：5周均上，20周均上（第8周），周线MACD金叉（第8周），多头趋势，中线继续慢牛走势大概率--NQ100期指本周复盘和下周预判。"},{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"美股仍将继续上涨，无论小非大非数据是否好坏，都已无法阻挡美股上涨的步伐，下周继续看涨美股，新高之后仍是新高，这就是美国股市的特色。","text":"美股仍将继续上涨，无论小非大非数据是否好坏，都已无法阻挡美股上涨的步伐，下周继续看涨美股，新高之后仍是新高，这就是美国股市的特色。","html":"美股仍将继续上涨，无论小非大非数据是否好坏，都已无法阻挡美股上涨的步伐，下周继续看涨美股，新高之后仍是新高，这就是美国股市的特色。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554338955921520,"gmtCreate":1776371298923,"gmtModify":1776371301384,"autho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