Ai 智能的个人主页 - 老虎社区

Ai 智能

暂无个人介绍

IP属地：北京

27关注

1粉丝

1主题

0勋章

2025-01-28

$特斯拉(TSLA)$ 年报不敢看🫣

2025-07-16

$京东(JD)$ 就这尿性

04-23

上个月的事了，现在还拿出来割韭菜呢

抱歉，原内容已删除

2025-02-22

$Palantir Technologies Inc.(PLTR)$ 做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。

2025-02-05

$Palantir Technologies Inc.(PLTR)$ 就看美丽的泡沫怎么破了，特斯拉有这个估值都不应该，何况营收只有区区 8 亿美元

2025-02-05

$Palantir Technologies Inc.(PLTR)$ 接着ai 应用的风漂一会，增长相比前几年已经放缓，公司很大一部分收入来自政府合同约 40% 以上，尤其是美国情报部门。如果这些合同减少或取消，公司的财务状况可能会受到严重影响。

2025-03-08

1：玛丽·居里；2：苏姿丰；3:凯西·伍德；4：卡玛拉·哈里斯；5：玛格丽特·撒切尔

2025-03-01

$AppLovin Corporation(APP)$ 做空的空头哪去了？

2025-02-25

$Tempus AI(TEM)$ 超预期

2025-02-25

$Tempus AI(TEM)$ 冲💪啊

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4196864270554492","uuid":"4196864270554492","gmtCreate":1733763874565,"gmtModify":1733938599723,"name":"Ai 智能","pinyin":"aiznaizhineng","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":27,"tweetSize":19,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.25","exceedPercentage":"93.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.24","exceedPercentage":"93.78%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":18,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":556569349732152,"gmtCreate":1776909765197,"gmtModify":1776909767911,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"上个月的事了，现在还拿出来割韭菜呢","listText":"上个月的事了，现在还拿出来割韭菜呢","text":"上个月的事了，现在还拿出来割韭菜呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556569349732152","repostId":"1181186251","repostType":2,"repost":{"id":"1181186251","kind":"news","pubTimestamp":1776898485,"share":"https://www.laohu8.com/m/news/1181186251?lang=zh_CN&edition=full","pubTime":"2026-04-23 06:54","market":"us","language":"zh","title":"特斯拉拟投30亿美元建芯片研发厂，锁定英特尔最先进制程","url":"https://stock-news.laohu8.com/highlight/detail?id=1181186251","media":"智通财经","summary":"计划使用英特尔的14A工艺。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 首席执行官埃隆・马斯克透露，公司拟斥资约30亿美元，在德克萨斯州建设一座研发型芯片工厂，迈出大规模布局芯片制造领域的关键一步。马斯克同时表示，Terafab项目将采用 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 最先进的14A制程工艺，此举也有望使特斯拉成为该前沿技术的首个重要客户。</p><p style=\"text-align: justify;\"><strong>马斯克的芯片雄心</strong></p><p style=\"text-align: justify;\">马斯克周三在公司季度财报电话会议上透露，该研发中心将建在特斯拉现有的德州超级工厂园区内。该中心月产能仅为数千片晶圆，主要定位为新技术与新工艺的试验平台。</p><p style=\"text-align: justify;\">马斯克旗下的SpaceX将负责名为Terafab的更广泛项目的早期阶段工作。英特尔将以合作伙伴身份提供芯片设计、制造与封装方面的专业技术。</p><p style=\"text-align: justify;\">马斯克表示:“我们目前的规划是，由特斯拉负责研发型晶圆厂。SpaceX 负责大规模Terafab项目的初期工作，后续部分还有待进一步规划。”</p><p style=\"text-align: justify;\">Terafab 是马斯克进军先进芯片制造领域的雄心计划，特斯拉、SpaceX 和他旗下的人工智能公司xAI的团队都参与其中。</p><p style=\"text-align: justify;\">这位亿万富豪表示，Terafab项目的目标是确保获得足够的芯片来满足其公司的需求，而台积电、三星电子等芯片代工商目前无法满足这一需求。</p><p style=\"text-align: justify;\">这笔拟议中的30亿美元预算，大约仅相当于芯片行业头部企业建造并装备一座先进晶圆厂所需投资的十分之一。从阿斯麦这样的供应商那里购买一台机器，价格就可能高达数亿美元。</p><p style=\"text-align: justify;\">在行业历史上，部分半导体厂商会搭建所谓的试验生产线。这类小规模设施用于测试新设计与新工艺，验证其是否具备大规模量产条件。这类产线的优势在于能以较低成本验证新技术，但不具备规模化量产能力，无法经济地大批量生产芯片。</p><p style=\"text-align: justify;\">马斯克表示：“任何公司间的合作都必须得到SpaceX和特斯拉董事会的批准。这需要经过利益冲突审查程序。”</p><p style=\"text-align: justify;\"><strong>采用英特尔最先进工艺</strong></p><p style=\"text-align: justify;\">在财报电话会议上，有人追问英特尔的具体参与细节，马斯克回应称，他计划采用英特尔最先进的14A制程工艺，而英特尔目前尚未敲定任何采用该工艺的客户。此番言论推动英特尔股价在周三盘后交易中上涨约3%。</p><p style=\"text-align: justify;\">马斯克没有明确表示他计划使用英特尔现有的工厂，还是获得其生产技术的授权。</p><p style=\"text-align: justify;\">马斯克表示：“我们计划采用英特尔的14A工艺，这是目前最先进的工艺，实际上尚未完全成熟。但考虑到到Terafab规模化生产时，14A工艺可能已经相当成熟或可以投入使用，这似乎是正确的选择。”</p></body></html>","source":"highlight_zhitongcaijin","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>特斯拉拟投30亿美元建芯片研发厂，锁定英特尔最先进制程</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\n特斯拉拟投30亿美元建芯片研发厂，锁定英特尔最先进制程\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-23 06:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1432408.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉 首席执行官埃隆・马斯克透露，公司拟斥资约30亿美元，在德克萨斯州建设一座研发型芯片工厂，迈出大规模布局芯片制造领域的关键一步。马斯克同时表示，Terafab项目将采用 英特尔 最先进的14A制程工艺，此举也有望使特斯拉成为该前沿技术的首个重要客户。马斯克的芯片雄心马斯克周三在公司季度财报电话会议上透露，该研发中心将建在特斯拉现有的德州超级工厂园区内。该中心月产能仅为数千片晶圆，主要定位为新...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1432408.html\">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/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"04335":"英特尔-T","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INTC":"英特尔"},"source_url":"https://www.zhitongcaijing.com/content/detail/1432408.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1181186251","content_text":"特斯拉 首席执行官埃隆・马斯克透露，公司拟斥资约30亿美元，在德克萨斯州建设一座研发型芯片工厂，迈出大规模布局芯片制造领域的关键一步。马斯克同时表示，Terafab项目将采用 英特尔 最先进的14A制程工艺，此举也有望使特斯拉成为该前沿技术的首个重要客户。马斯克的芯片雄心马斯克周三在公司季度财报电话会议上透露，该研发中心将建在特斯拉现有的德州超级工厂园区内。该中心月产能仅为数千片晶圆，主要定位为新技术与新工艺的试验平台。马斯克旗下的SpaceX将负责名为Terafab的更广泛项目的早期阶段工作。英特尔将以合作伙伴身份提供芯片设计、制造与封装方面的专业技术。马斯克表示:“我们目前的规划是，由特斯拉负责研发型晶圆厂。SpaceX 负责大规模Terafab项目的初期工作，后续部分还有待进一步规划。”Terafab 是马斯克进军先进芯片制造领域的雄心计划，特斯拉、SpaceX 和他旗下的人工智能公司xAI的团队都参与其中。这位亿万富豪表示，Terafab项目的目标是确保获得足够的芯片来满足其公司的需求，而台积电、三星电子等芯片代工商目前无法满足这一需求。这笔拟议中的30亿美元预算，大约仅相当于芯片行业头部企业建造并装备一座先进晶圆厂所需投资的十分之一。从阿斯麦这样的供应商那里购买一台机器，价格就可能高达数亿美元。在行业历史上，部分半导体厂商会搭建所谓的试验生产线。这类小规模设施用于测试新设计与新工艺，验证其是否具备大规模量产条件。这类产线的优势在于能以较低成本验证新技术，但不具备规模化量产能力，无法经济地大批量生产芯片。马斯克表示：“任何公司间的合作都必须得到SpaceX和特斯拉董事会的批准。这需要经过利益冲突审查程序。”采用英特尔最先进工艺在财报电话会议上，有人追问英特尔的具体参与细节，马斯克回应称，他计划采用英特尔最先进的14A制程工艺，而英特尔目前尚未敲定任何采用该工艺的客户。此番言论推动英特尔股价在周三盘后交易中上涨约3%。马斯克没有明确表示他计划使用英特尔现有的工厂，还是获得其生产技术的授权。马斯克表示：“我们计划采用英特尔的14A工艺，这是目前最先进的工艺，实际上尚未完全成熟。但考虑到到Terafab规模化生产时，14A工艺可能已经相当成熟或可以投入使用，这似乎是正确的选择。”","news_type":1,"symbols_score_info":{"INTC":2,"INTW":0.6,"04335":2,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457268079051584,"gmtCreate":1752674522945,"gmtModify":1752674606779,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 就这尿性","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 就这尿性","text":"$京东(JD)$ 就这尿性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/457268079051584","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410998227731096,"gmtCreate":1741374471735,"gmtModify":1741374474052,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"1：玛丽·居里；2：苏姿丰；3:凯西·伍德；4：卡玛拉·哈里斯；5：玛格丽特·撒切尔","listText":"1：玛丽·居里；2：苏姿丰；3:凯西·伍德；4：卡玛拉·哈里斯；5：玛格丽特·撒切尔","text":"1：玛丽·居里；2：苏姿丰；3:凯西·伍德；4：卡玛拉·哈里斯；5：玛格丽特·撒切尔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410998227731096","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408613567496800,"gmtCreate":1740776790451,"gmtModify":1740776791979,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a> 做空的空头哪去了？","listText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a> 做空的空头哪去了？","text":"$AppLovin Corporation(APP)$ 做空的空头哪去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408613567496800","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407207997927792,"gmtCreate":1740434410839,"gmtModify":1740434411986,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 超预期","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 超预期","text":"$Tempus AI(TEM)$ 超预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407207997927792","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407207648395904,"gmtCreate":1740434223671,"gmtModify":1740434225886,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 冲💪啊","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 冲💪啊","text":"$Tempus AI(TEM)$ 冲💪啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407207648395904","isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406060982321320,"gmtCreate":1740162680970,"gmtModify":1740163228616,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"根据2025年2月19日披露的监管文件，Palantir首席执行官Alex Karp计划在未来6个月内减持近1000万股公司股票，按当前总股本计算，减持股份占比约1.5%-2%^1^3^4^5^6^7。此次减持规模显著高于此前其他高管（如2024年其他内部人士减持数千至数万股），且单日成交量占比达10%，引发市场对高管信心不足的担忧^1^4。目前未检索到其他股东同期减持的公开信息。在Grok3 和GPT5 发布之际，是个做空机会","listText":"根据2025年2月19日披露的监管文件，Palantir首席执行官Alex Karp计划在未来6个月内减持近1000万股公司股票，按当前总股本计算，减持股份占比约1.5%-2%^1^3^4^5^6^7。此次减持规模显著高于此前其他高管（如2024年其他内部人士减持数千至数万股），且单日成交量占比达10%，引发市场对高管信心不足的担忧^1^4。目前未检索到其他股东同期减持的公开信息。在Grok3 和GPT5 发布之际，是个做空机会","text":"根据2025年2月19日披露的监管文件，Palantir首席执行官Alex Karp计划在未来6个月内减持近1000万股公司股票，按当前总股本计算，减持股份占比约1.5%-2%^1^3^4^5^6^7。此次减持规模显著高于此前其他高管（如2024年其他内部人士减持数千至数万股），且单日成交量占比达10%，引发市场对高管信心不足的担忧^1^4。目前未检索到其他股东同期减持的公开信息。在Grok3 和GPT5 发布之际，是个做空机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406060982321320","isVote":1,"tweetType":1,"viewCount":3531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406060462444880,"gmtCreate":1740162228357,"gmtModify":1740163228551,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v> 做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v> 做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","text":"$Palantir Technologies Inc.(PLTR)$ 做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406060462444880","isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406057301389560,"gmtCreate":1740162124723,"gmtModify":1740162214779,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","listText":"做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","text":"做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406057301389560","isVote":1,"tweetType":1,"viewCount":3736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406059437912408,"gmtCreate":1740161978338,"gmtModify":1740162214781,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"四大困境，高估值，低回报，重度依赖政府订单，高管减持👍，还能这么稳","listText":"四大困境，高估值，低回报，重度依赖政府订单，高管减持👍，还能这么稳","text":"四大困境，高估值，低回报，重度依赖政府订单，高管减持👍，还能这么稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406059437912408","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400030003077680,"gmtCreate":1738704843912,"gmtModify":1738704845417,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 难得的机会，今年量子芯片再上一个台阶，坚持看好谷歌，","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 难得的机会，今年量子芯片再上一个台阶，坚持看好谷歌，","text":"$谷歌(GOOG)$ 难得的机会，今年量子芯片再上一个台阶，坚持看好谷歌，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400030003077680","isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400032214925824,"gmtCreate":1738686280705,"gmtModify":1738686282257,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 就看美丽的泡沫怎么破了，特斯拉有这个估值都不应该，何况营收只有区区 8 亿美元","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 就看美丽的泡沫怎么破了，特斯拉有这个估值都不应该，何况营收只有区区 8 亿美元","text":"$Palantir Technologies Inc.(PLTR)$ 就看美丽的泡沫怎么破了，特斯拉有这个估值都不应该，何况营收只有区区 8 亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400032214925824","isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400026922250744,"gmtCreate":1738685108935,"gmtModify":1738685110723,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 接着ai 应用的风漂一会，增长相比前几年已经放缓，公司很大一部分收入来自政府合同约 40% 以上，尤其是美国情报部门。如果这些合同减少或取消，公司的财务状况可能会受到严重影响。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 接着ai 应用的风漂一会，增长相比前几年已经放缓，公司很大一部分收入来自政府合同约 40% 以上，尤其是美国情报部门。如果这些合同减少或取消，公司的财务状况可能会受到严重影响。","text":"$Palantir Technologies Inc.(PLTR)$ 接着ai 应用的风漂一会，增长相比前几年已经放缓，公司很大一部分收入来自政府合同约 40% 以上，尤其是美国情报部门。如果这些合同减少或取消，公司的财务状况可能会受到严重影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400026922250744","isVote":1,"tweetType":1,"viewCount":3513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400016729006520,"gmtCreate":1738682841731,"gmtModify":1738682843802,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"跟你反着来","listText":"跟你反着来","text":"跟你反着来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400016729006520","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397231188824304,"gmtCreate":1738002773708,"gmtModify":1738002775070,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 年报不敢看🫣","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 年报不敢看🫣","text":"$特斯拉(TSLA)$ 年报不敢看🫣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/397231188824304","isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":11,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"过了年初一，年报无须看","text":"过了年初一，年报无须看","html":"过了年初一，年报无须看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397230908678784,"gmtCreate":1738002441185,"gmtModify":1738004115783,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"内忧外患的感觉","listText":"内忧外患的感觉","text":"内忧外患的感觉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397230908678784","repostId":"2506391583","repostType":2,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391133691441200,"gmtCreate":1736497604362,"gmtModify":1736498489389,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 尾盘 10 个小目标，到底是谁在卖出？","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 尾盘 10 个小目标，到底是谁在卖出？","text":"$腾讯控股(00700)$ 尾盘 10 个小目标，到底是谁在卖出？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391133691441200","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383110740918696,"gmtCreate":1734575157043,"gmtModify":1734575376235,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a> 我必须关注你。爷叔","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a> 我必须关注你。爷叔","text":"$标普500(.SPX)$ 我必须关注你。爷叔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383110740918696","isVote":1,"tweetType":1,"viewCount":2837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380536761815432,"gmtCreate":1733938632622,"gmtModify":1733938760064,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196864270554492","authorIdStr":"4196864270554492"},"themes":[],"title":"","htmlText":"持有十年","listText":"持有十年","text":"持有十年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380536761815432","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":397231188824304,"gmtCreate":1738002773708,"gmtModify":1738002775070,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 年报不敢看🫣","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 年报不敢看🫣","text":"$特斯拉(TSLA)$ 年报不敢看🫣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/397231188824304","isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"过了年初一，年报无须看","text":"过了年初一，年报无须看","html":"过了年初一，年报无须看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457268079051584,"gmtCreate":1752674522945,"gmtModify":1752674606779,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 就这尿性","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 就这尿性","text":"$京东(JD)$ 就这尿性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/457268079051584","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556569349732152,"gmtCreate":1776909765197,"gmtModify":1776909767911,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"上个月的事了，现在还拿出来割韭菜呢","listText":"上个月的事了，现在还拿出来割韭菜呢","text":"上个月的事了，现在还拿出来割韭菜呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556569349732152","repostId":"1181186251","repostType":2,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406060462444880,"gmtCreate":1740162228357,"gmtModify":1740163228551,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v> 做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v> 做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","text":"$Palantir Technologies Inc.(PLTR)$ 做空Palantir核心逻辑：① 估值泡沫：市盈率远超行业，收入增速放缓（2023年Q4同比20% vs 2021年40%+）；② 政府依赖风险：超1/3收入来自美国政军，预算削减及地缘政策冲击业绩；③ 商业转型乏力：产品部署成本高、标准化低，竞争不过Snowflake等对手；④ 盈利脆弱：净利润依赖股权激励缩减及回购，内生增长不足；⑤ 技术替代：开源工具及生成式AI降低其平台壁垒。叠加高管减持、监管风险，高估值难持续。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406060462444880","isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400032214925824,"gmtCreate":1738686280705,"gmtModify":1738686282257,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 就看美丽的泡沫怎么破了，特斯拉有这个估值都不应该，何况营收只有区区 8 亿美元","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 就看美丽的泡沫怎么破了，特斯拉有这个估值都不应该，何况营收只有区区 8 亿美元","text":"$Palantir Technologies Inc.(PLTR)$ 就看美丽的泡沫怎么破了，特斯拉有这个估值都不应该，何况营收只有区区 8 亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400032214925824","isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400026922250744,"gmtCreate":1738685108935,"gmtModify":1738685110723,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 接着ai 应用的风漂一会，增长相比前几年已经放缓，公司很大一部分收入来自政府合同约 40% 以上，尤其是美国情报部门。如果这些合同减少或取消，公司的财务状况可能会受到严重影响。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 接着ai 应用的风漂一会，增长相比前几年已经放缓，公司很大一部分收入来自政府合同约 40% 以上，尤其是美国情报部门。如果这些合同减少或取消，公司的财务状况可能会受到严重影响。","text":"$Palantir Technologies Inc.(PLTR)$ 接着ai 应用的风漂一会，增长相比前几年已经放缓，公司很大一部分收入来自政府合同约 40% 以上，尤其是美国情报部门。如果这些合同减少或取消，公司的财务状况可能会受到严重影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400026922250744","isVote":1,"tweetType":1,"viewCount":3513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410998227731096,"gmtCreate":1741374471735,"gmtModify":1741374474052,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"1：玛丽·居里；2：苏姿丰；3:凯西·伍德；4：卡玛拉·哈里斯；5：玛格丽特·撒切尔","listText":"1：玛丽·居里；2：苏姿丰；3:凯西·伍德；4：卡玛拉·哈里斯；5：玛格丽特·撒切尔","text":"1：玛丽·居里；2：苏姿丰；3:凯西·伍德；4：卡玛拉·哈里斯；5：玛格丽特·撒切尔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410998227731096","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408613567496800,"gmtCreate":1740776790451,"gmtModify":1740776791979,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a> 做空的空头哪去了？","listText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a> 做空的空头哪去了？","text":"$AppLovin Corporation(APP)$ 做空的空头哪去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408613567496800","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407207997927792,"gmtCreate":1740434410839,"gmtModify":1740434411986,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 超预期","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 超预期","text":"$Tempus AI(TEM)$ 超预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407207997927792","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407207648395904,"gmtCreate":1740434223671,"gmtModify":1740434225886,"author":{"id":"4196864270554492","authorId":"4196864270554492","name":"Ai 智能","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196864270554492","idStr":"4196864270554492"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 冲💪啊","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 冲💪啊","text":"$Tempus AI(TEM)$ 冲💪啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407207648395904","isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}