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2b75009a
2025-05-16
$美图公司(01357)$
适应市场,轮动是未来的常态。稍微震荡跌一下反而是好事。
2b75009a
2025-05-09
$美图公司(01357)$
震荡行情,买点补仓好过傻坐一天。不过原则是只补熟悉的标的。
2b75009a
2025-04-15
$美图公司(01357)$
现在可以底部建仓一些,不过也要分批次,控制仓位
2b75009a
2025-04-10
$特斯拉(TSLA)$
能不能上三十[开心] [开心]
2b75009a
2025-04-10
$美图公司(01357)$
市场开始回升了,再次验证了市场不可知、不能预测、只能应对的基本交易原则。
2b75009a
2025-02-08
$美图公司(01357)$
看到盈喜又躺平回去了,短期涨也好跌也好,不到目标价不会动,意志不坚定的要被洗出局了。
2b75009a
2025-02-06
$美图公司(01357)$
目前小幅度回调,给了点上车机会
2b75009a
2024-12-23
$赛力斯(601127)$
短时间跌点也没什么。。。基本面往上走就行
2b75009a
2024-12-23
$美图公司(01357)$
选股票首先看企业面向的要有广阔的市场,要有足够的广度,还要有宽度。二要看行业龙头,企业的护城河要足够的深,产品具有垄断性或有独有性。
2b75009a
2024-12-05
$美图公司(01357)$
卖了好。比特币再怎么涨,也是投机取巧,好好的上市公司,有自己的核心业务,不好好干主线,是肯定走不远的,一家公司越有决心越稳。
2b75009a
2024-12-04
“AI+”本质上是生产工具层的渗透与深化。现在
$美图公司(01357)$
底层逻辑都搭建好了,就等着再进一步的升级进化了。后面再看看他们的场景+AI应用侧的产业发展如何吧。
2b75009a
2024-10-24
双杀
@期权炒家:
$特斯拉(TSLA)$
IV太高了,当期IV在97%,会不会又像上次
$英伟达(NVDA)$
财报一样,公布财报后IV急速下降......结果期权多空双杀 [笑哭] ……我自己是不敢玩,要玩也玩卖方,持有正股+双卖,下跌就加仓,上涨就止盈,最大化利用财报的IV。
2b75009a
2024-10-24
$美图公司(01357)$
现在市场情绪不高,甚至有点混乱,逆境时期韬光养晦,等行情来了再出手
2b75009a
2024-09-03
$美图公司(01357)$
瞄了眼美图半年报没啥大问题。公司最近的股价走势虽然可能影响后续的持股体验,但美图的底层基本投资逻辑并没有被破坏,在这个位置,AI风口下,因为一些既无法证实又无法证伪的长期担忧而放弃一个潜力股不至于,不知道美图接下来几个月,不知道推一个nb的功能然后全球运营拉一波活跃度?
2b75009a
2024-08-29
$拼多多(PDD)$
不断做空了,还有人坚守吗
2b75009a
2024-08-27
$美图公司(01357)$
富贵险中求,底部十字星就是希望之星。先立个小小小目标,看两块五,突破了就有戏。另外最近消息刺激不少,是不是可以期待下市场热点轮动。
2b75009a
2024-08-23
这篇文章不错,转发给大家看看
@钛媒体APP:《黑神话:悟空》上线引发“全民狂欢”,背后大股东“清仓股权”余款明年4月付清
2b75009a
2024-08-13
大家都想吃AI的红利
@小金人塔尔塔洛斯:击穿英伟达的护城河
2b75009a
2024-08-12
不啰嗦AI产品,讲一下背后的创始人逻辑,马车跑得好不好全看马车头[正经] 比如阿里王坚之前看到的,可以提一点,AI的终局必然是服务大众、走进生活。生活场景是产品最好试练场,回归生活,是归一的策略。另一个可以提的,就是视觉影像类型的AI产品美图创办者,之前提到帮用户赚到钱是做产品的首要标准,那这个其实是升级了生活场景需求的工作场景匹配类型,逻辑都是助力,可以看得出来未来最终的AI产品走向上的趋势,都是万物归一,回归大众需求,生活、工作、精神等等。[强]
$阿里巴巴(BABA)$
$美图公司(01357)$
2b75009a
2024-08-09
$拼多多(PDD)$
欧美市场确实不错,希望继续坚持
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>震荡行情,买点补仓好过傻坐一天。不过原则是只补熟悉的标的。","text":"$美图公司(01357)$ 震荡行情,买点补仓好过傻坐一天。不过原则是只补熟悉的标的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433065838678472","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424679846707328,"gmtCreate":1744690751496,"gmtModify":1744690753166,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>现在可以底部建仓一些,不过也要分批次,控制仓位","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>现在可以底部建仓一些,不过也要分批次,控制仓位","text":"$美图公司(01357)$ 现在可以底部建仓一些,不过也要分批次,控制仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424679846707328","isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422762724868344,"gmtCreate":1744253704852,"gmtModify":1744253706451,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>能不能上三十[开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>能不能上三十[开心] [开心] ","text":"$特斯拉(TSLA)$ 能不能上三十[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422762724868344","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422755661041984,"gmtCreate":1744253664767,"gmtModify":1744253666266,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>市场开始回升了,再次验证了市场不可知、不能预测、只能应对的基本交易原则。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>市场开始回升了,再次验证了市场不可知、不能预测、只能应对的基本交易原则。","text":"$美图公司(01357)$ 市场开始回升了,再次验证了市场不可知、不能预测、只能应对的基本交易原则。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422755661041984","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401360622608784,"gmtCreate":1738996188617,"gmtModify":1738996192416,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>看到盈喜又躺平回去了,短期涨也好跌也好,不到目标价不会动,意志不坚定的要被洗出局了。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>看到盈喜又躺平回去了,短期涨也好跌也好,不到目标价不会动,意志不坚定的要被洗出局了。","text":"$美图公司(01357)$ 看到盈喜又躺平回去了,短期涨也好跌也好,不到目标价不会动,意志不坚定的要被洗出局了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401360622608784","isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400529724330184,"gmtCreate":1738812264843,"gmtModify":1738812266939,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>目前小幅度回调,给了点上车机会","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>目前小幅度回调,给了点上车机会","text":"$美图公司(01357)$ 目前小幅度回调,给了点上车机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400529724330184","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384638111854640,"gmtCreate":1734936499760,"gmtModify":1734936501125,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$ </a>短时间跌点也没什么。。。基本面往上走就行","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$ </a>短时间跌点也没什么。。。基本面往上走就行","text":"$赛力斯(601127)$ 短时间跌点也没什么。。。基本面往上走就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384638111854640","isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384594702295512,"gmtCreate":1734936475853,"gmtModify":1734936477780,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>选股票首先看企业面向的要有广阔的市场,要有足够的广度,还要有宽度。二要看行业龙头,企业的护城河要足够的深,产品具有垄断性或有独有性。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>选股票首先看企业面向的要有广阔的市场,要有足够的广度,还要有宽度。二要看行业龙头,企业的护城河要足够的深,产品具有垄断性或有独有性。","text":"$美图公司(01357)$ 选股票首先看企业面向的要有广阔的市场,要有足够的广度,还要有宽度。二要看行业龙头,企业的护城河要足够的深,产品具有垄断性或有独有性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384594702295512","isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378210140840392,"gmtCreate":1733379230767,"gmtModify":1733380204798,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>卖了好。比特币再怎么涨,也是投机取巧,好好的上市公司,有自己的核心业务,不好好干主线,是肯定走不远的,一家公司越有决心越稳。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>卖了好。比特币再怎么涨,也是投机取巧,好好的上市公司,有自己的核心业务,不好好干主线,是肯定走不远的,一家公司越有决心越稳。","text":"$美图公司(01357)$ 卖了好。比特币再怎么涨,也是投机取巧,好好的上市公司,有自己的核心业务,不好好干主线,是肯定走不远的,一家公司越有决心越稳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378210140840392","isVote":1,"tweetType":1,"viewCount":2211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377885315674528,"gmtCreate":1733293738222,"gmtModify":1733293739979,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"“AI+”本质上是生产工具层的渗透与深化。现在<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>底层逻辑都搭建好了,就等着再进一步的升级进化了。后面再看看他们的场景+AI应用侧的产业发展如何吧。","listText":"“AI+”本质上是生产工具层的渗透与深化。现在<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>底层逻辑都搭建好了,就等着再进一步的升级进化了。后面再看看他们的场景+AI应用侧的产业发展如何吧。","text":"“AI+”本质上是生产工具层的渗透与深化。现在$美图公司(01357)$ 底层逻辑都搭建好了,就等着再进一步的升级进化了。后面再看看他们的场景+AI应用侧的产业发展如何吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377885315674528","isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363377769873488,"gmtCreate":1729757866762,"gmtModify":1729758843901,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"双杀","listText":"双杀","text":"双杀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363377769873488","repostId":"363032163496040","repostType":1,"repost":{"id":363032163496040,"gmtCreate":1729670783179,"gmtModify":1729677116270,"author":{"id":"10000000000010471","authorId":"10000000000010471","name":"期权炒家","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010471","idStr":"10000000000010471"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> IV太高了,当期IV在97%,会不会又像上次 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报一样,公布财报后IV急速下降......结果期权多空双杀 [笑哭] ……我自己是不敢玩,要玩也玩卖方,持有正股+双卖,下跌就加仓,上涨就止盈,最大化利用财报的IV。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> IV太高了,当期IV在97%,会不会又像上次 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报一样,公布财报后IV急速下降......结果期权多空双杀 [笑哭] ……我自己是不敢玩,要玩也玩卖方,持有正股+双卖,下跌就加仓,上涨就止盈,最大化利用财报的IV。","text":"$特斯拉(TSLA)$ IV太高了,当期IV在97%,会不会又像上次 $英伟达(NVDA)$ 财报一样,公布财报后IV急速下降......结果期权多空双杀 [笑哭] ……我自己是不敢玩,要玩也玩卖方,持有正股+双卖,下跌就加仓,上涨就止盈,最大化利用财报的IV。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363032163496040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363448621732048,"gmtCreate":1729757850506,"gmtModify":1729757852173,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 现在市场情绪不高,甚至有点混乱,逆境时期韬光养晦,等行情来了再出手","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 现在市场情绪不高,甚至有点混乱,逆境时期韬光养晦,等行情来了再出手","text":"$美图公司(01357)$ 现在市场情绪不高,甚至有点混乱,逆境时期韬光养晦,等行情来了再出手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363448621732048","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345411915862120,"gmtCreate":1725348675169,"gmtModify":1725348677529,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>瞄了眼美图半年报没啥大问题。公司最近的股价走势虽然可能影响后续的持股体验,但美图的底层基本投资逻辑并没有被破坏,在这个位置,AI风口下,因为一些既无法证实又无法证伪的长期担忧而放弃一个潜力股不至于,不知道美图接下来几个月,不知道推一个nb的功能然后全球运营拉一波活跃度?","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>瞄了眼美图半年报没啥大问题。公司最近的股价走势虽然可能影响后续的持股体验,但美图的底层基本投资逻辑并没有被破坏,在这个位置,AI风口下,因为一些既无法证实又无法证伪的长期担忧而放弃一个潜力股不至于,不知道美图接下来几个月,不知道推一个nb的功能然后全球运营拉一波活跃度?","text":"$美图公司(01357)$ 瞄了眼美图半年报没啥大问题。公司最近的股价走势虽然可能影响后续的持股体验,但美图的底层基本投资逻辑并没有被破坏,在这个位置,AI风口下,因为一些既无法证实又无法证伪的长期担忧而放弃一个潜力股不至于,不知道美图接下来几个月,不知道推一个nb的功能然后全球运营拉一波活跃度?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345411915862120","isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343611349102728,"gmtCreate":1724918598338,"gmtModify":1724918599730,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不断做空了,还有人坚守吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不断做空了,还有人坚守吗","text":"$拼多多(PDD)$ 不断做空了,还有人坚守吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343611349102728","isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342927752568920,"gmtCreate":1724741016238,"gmtModify":1724741018163,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 富贵险中求,底部十字星就是希望之星。先立个小小小目标,看两块五,突破了就有戏。另外最近消息刺激不少,是不是可以期待下市场热点轮动。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 富贵险中求,底部十字星就是希望之星。先立个小小小目标,看两块五,突破了就有戏。另外最近消息刺激不少,是不是可以期待下市场热点轮动。","text":"$美图公司(01357)$ 富贵险中求,底部十字星就是希望之星。先立个小小小目标,看两块五,突破了就有戏。另外最近消息刺激不少,是不是可以期待下市场热点轮动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342927752568920","isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341456532439344,"gmtCreate":1724384103590,"gmtModify":1724384104980,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"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/341456532439344","repostId":"340533230116912","repostType":1,"repost":{"id":340533230116912,"gmtCreate":1724145630000,"gmtModify":1724145927540,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/a30e6edce861fd1d3d0c1268a2d83b40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574917796328560","idStr":"3574917796328560"},"themes":[],"title":"《黑神话:悟空》上线引发“全民狂欢”,背后大股东“清仓股权”余款明年4月付清","htmlText":"图片来源:《黑神话:悟空》官方宣传 8月20日,首款国产3A游戏《黑神话:悟空》上线后,迅速引发了“全民狂欢”,其不仅成为Steam、WeGame等多平台的销量榜首,多个相关词条也登上不同社交媒体的热搜榜单,更带动了相关合作商和产业链上的公司股价大涨。 与此同时,《黑神话:悟空》背后的制作公司和投资商也备受瞩目。 但通过股权穿透和多份公告可以看出,其制作公司和外部股东之间,目前尚有一笔清仓式的股权转让交易尚未完成。而这也意味着,目前备受资本市场关注的投资商,或许早已和公司划清了界限。 预售已经基本覆盖成本 据公开资料,《黑神话:悟空》是改编自中国经典小说《西游记》的国产3A游戏,该游戏开发商为深圳市游科互动科技有限公司(以下简称“游戏科学”),此前预售时曾多次登顶全球最大游戏发行平台Steam的全球热销榜,在美国、新加坡、泰国、加拿大、巴西、意大利等12个地区霸榜。 根据全球游戏评分网站Metacritic统计,截至8月19日,54家全球媒体平均给出了82分的评价。其中权威评分机构IGN中国给予《黑神话:悟空》满分评价,称该游戏为中国游戏行业的里程碑,是真正意义上放在全球市场也极具竞争力的国产游戏。 3A游戏一向被视为游戏制作的吞金兽,据游戏科学创始人兼游戏制作人冯骥此前透露,“每小时的开发成本是1500万到2000万元人民币。”据业内预估,《黑神话:悟空》的开发成本至少需要3亿-4亿元。 而从收入来看,该游戏共四个版本,分别是售价268元的数字标准版,328元的数字豪华版,820元的实体豪华版和1998元的实体收藏版。Steam数据显示,目前《黑神话:悟空》排名全球第一,已经有10周在排名前100。 根据“国游销量榜”统计的数据,截至2024年7月13日,《黑神话:悟空》游戏预售销量已超过120万份,预售销售额突破4亿元,已经基本覆盖开发成本。 值得注意的是,目前黑悟空价","listText":"图片来源:《黑神话:悟空》官方宣传 8月20日,首款国产3A游戏《黑神话:悟空》上线后,迅速引发了“全民狂欢”,其不仅成为Steam、WeGame等多平台的销量榜首,多个相关词条也登上不同社交媒体的热搜榜单,更带动了相关合作商和产业链上的公司股价大涨。 与此同时,《黑神话:悟空》背后的制作公司和投资商也备受瞩目。 但通过股权穿透和多份公告可以看出,其制作公司和外部股东之间,目前尚有一笔清仓式的股权转让交易尚未完成。而这也意味着,目前备受资本市场关注的投资商,或许早已和公司划清了界限。 预售已经基本覆盖成本 据公开资料,《黑神话:悟空》是改编自中国经典小说《西游记》的国产3A游戏,该游戏开发商为深圳市游科互动科技有限公司(以下简称“游戏科学”),此前预售时曾多次登顶全球最大游戏发行平台Steam的全球热销榜,在美国、新加坡、泰国、加拿大、巴西、意大利等12个地区霸榜。 根据全球游戏评分网站Metacritic统计,截至8月19日,54家全球媒体平均给出了82分的评价。其中权威评分机构IGN中国给予《黑神话:悟空》满分评价,称该游戏为中国游戏行业的里程碑,是真正意义上放在全球市场也极具竞争力的国产游戏。 3A游戏一向被视为游戏制作的吞金兽,据游戏科学创始人兼游戏制作人冯骥此前透露,“每小时的开发成本是1500万到2000万元人民币。”据业内预估,《黑神话:悟空》的开发成本至少需要3亿-4亿元。 而从收入来看,该游戏共四个版本,分别是售价268元的数字标准版,328元的数字豪华版,820元的实体豪华版和1998元的实体收藏版。Steam数据显示,目前《黑神话:悟空》排名全球第一,已经有10周在排名前100。 根据“国游销量榜”统计的数据,截至2024年7月13日,《黑神话:悟空》游戏预售销量已超过120万份,预售销售额突破4亿元,已经基本覆盖开发成本。 值得注意的是,目前黑悟空价","text":"图片来源:《黑神话:悟空》官方宣传 8月20日,首款国产3A游戏《黑神话:悟空》上线后,迅速引发了“全民狂欢”,其不仅成为Steam、WeGame等多平台的销量榜首,多个相关词条也登上不同社交媒体的热搜榜单,更带动了相关合作商和产业链上的公司股价大涨。 与此同时,《黑神话:悟空》背后的制作公司和投资商也备受瞩目。 但通过股权穿透和多份公告可以看出,其制作公司和外部股东之间,目前尚有一笔清仓式的股权转让交易尚未完成。而这也意味着,目前备受资本市场关注的投资商,或许早已和公司划清了界限。 预售已经基本覆盖成本 据公开资料,《黑神话:悟空》是改编自中国经典小说《西游记》的国产3A游戏,该游戏开发商为深圳市游科互动科技有限公司(以下简称“游戏科学”),此前预售时曾多次登顶全球最大游戏发行平台Steam的全球热销榜,在美国、新加坡、泰国、加拿大、巴西、意大利等12个地区霸榜。 根据全球游戏评分网站Metacritic统计,截至8月19日,54家全球媒体平均给出了82分的评价。其中权威评分机构IGN中国给予《黑神话:悟空》满分评价,称该游戏为中国游戏行业的里程碑,是真正意义上放在全球市场也极具竞争力的国产游戏。 3A游戏一向被视为游戏制作的吞金兽,据游戏科学创始人兼游戏制作人冯骥此前透露,“每小时的开发成本是1500万到2000万元人民币。”据业内预估,《黑神话:悟空》的开发成本至少需要3亿-4亿元。 而从收入来看,该游戏共四个版本,分别是售价268元的数字标准版,328元的数字豪华版,820元的实体豪华版和1998元的实体收藏版。Steam数据显示,目前《黑神话:悟空》排名全球第一,已经有10周在排名前100。 根据“国游销量榜”统计的数据,截至2024年7月13日,《黑神话:悟空》游戏预售销量已超过120万份,预售销售额突破4亿元,已经基本覆盖开发成本。 值得注意的是,目前黑悟空价","images":[{"img":"https://static.tigerbbs.com/b3c3a96aed4c41299f855a6c66294e20"},{"img":"https://static.tigerbbs.com/0d53035d03664671827228ec68b19682"},{"img":"https://static.tigerbbs.com/3a34ff58b99e4722a4548c0ca48c2b6e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340533230116912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337989471719616,"gmtCreate":1723535970926,"gmtModify":1723535972966,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"2b75009a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"大家都想吃AI的红利","listText":"大家都想吃AI的红利","text":"大家都想吃AI的红利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337989471719616","repostId":"338007829483744","repostType":1,"repost":{"id":338007829483744,"gmtCreate":1723521847126,"gmtModify":1723620764573,"author":{"id":"4138162702481440","authorId":"4138162702481440","name":"小金人塔尔塔洛斯","avatar":"https://static.tigerbbs.com/74515f0769d195af6672e1b69924d581","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138162702481440","idStr":"4138162702481440"},"themes":[],"title":"击穿英伟达的护城河","htmlText":" 没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 事情果然逐渐起变化了,现在面对英伟达的大肆扩张,硅谷巨头们也联手起来了,而实际上早在去年就有这种绕开英伟达","listText":" 没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 事情果然逐渐起变化了,现在面对英伟达的大肆扩张,硅谷巨头们也联手起来了,而实际上早在去年就有这种绕开英伟达","text":"没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 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