揭谛投资的个人主页 - 老虎社区

揭谛投资

揭谛投资

揭谛菩提，欢迎关注微信公众号/视频号-后厂村程序员。

IP属地：北京

56关注

16粉丝

1主题

0勋章

05-23

相信马斯克。

05-18

可以参考。

@话题虎:AI下半场分歧暴露！13F持仓出炉，你看好哪家表现？

05-17

这篇文章不错，转发给大家看看

@khikho:桥水基金2026年Q1持仓

05-15

TACO always Makes American Great Again.

05-15

TACO always makes American Great Again.

05-15

[强]

05-14

欢迎欢迎，热烈欢迎。欢迎白宫第一杆特鲁姆普来访中国。

05-12

这篇文章不错，转发给大家看看

@老猫打个新:【美股IPO】Cerebras 超低延迟+唯一晶圆级AI芯片芯片，能否带你26年吃大肉？

05-08

持续关注。

04-27

便宜没好货，好货不便宜。

04-15

太空板块，可以期待。

04-13

这篇文章不错，转发给大家看看

抱歉，原内容已删除

04-08

TACO MAGA.

03-27

$Meta Platforms, Inc.(META)$ 国外的百度，未来不言而喻。

03-25

“而对算力与内存硬件的长期影响则判断为“中性偏正面”。”

谷歌发布KV缓存压缩技术，存储需求预期遭冲击，美股存储板块集体下挫

03-22

大多数人的弱点都是一样的：情绪化、易冲动、非理性。

03-19

黄金，宇宙大爆炸就那么多。必然水涨船高，除非通缩。

03-17

$Meta Platforms, Inc.(META)$ 裁员即将开始，准备做空meta。

03-11

已清仓，准备等待时机⌛️入场。

03-03

TACO.

去老虎APP查看更多动态

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看看最知名的三家： 各自的亮点，[眼眼] 伯克希尔：增持谷歌A。增持Alphabet的A类股超过3640万股，持股数较四季度末激增约204%，持仓市值增至156亿美元，在伯克希尔主要持仓中的排名从四季度的第十位升至第七位，另外把亚马逊清仓了（一直以来，伯克希尔对科技股极为谨慎，真正重仓的只有苹果，现在开始持续买入谷歌了）； 桥水基金：买指数，买AI，AI硬件链配置非常完整-标普500指数、亚马逊、英伟达、谷歌、博通、美光、微软、台积电等，相较于伯克希尔，在AI方面配置会更激进一点； ARK：还是重仓特斯拉，更偏应用层和创新型公司的押注，医疗、加密和AI应用板块均有配置。 但不管怎么说，三家知名机构的持仓配重均有一个共同点：重仓AI产业链，只是各自具体操作会有明显的分化。 各位小虎们， 持续押注AI下，机构持仓却开始出现分歧（eg.伯克希尔在大举建仓谷歌，清仓亚马逊，但桥水却在增持亚马逊），大家更看好哪家操作？ 评论区分享你的观点，一起赢取1000虎币奖励！🎁🎁 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"13F报告出炉，虽然只会披露在美上市的股票多头头寸，但也能看出大佬们的投资方向~ 看看最知名的三家： 各自的亮点，[眼眼] 伯克希尔：增持谷歌A。增持Alphabet的A类股超过3640万股，持股数较四季度末激增约204%，持仓市值增至156亿美元，在伯克希尔主要持仓中的排名从四季度的第十位升至第七位，另外把亚马逊清仓了（一直以来，伯克希尔对科技股极为谨慎，真正重仓的只有苹果，现在开始持续买入谷歌了）； 桥水基金：买指数，买AI，AI硬件链配置非常完整-标普500指数、亚马逊、英伟达、谷歌、博通、美光、微软、台积电等，相较于伯克希尔，在AI方面配置会更激进一点； ARK：还是重仓特斯拉，更偏应用层和创新型公司的押注，医疗、加密和AI应用板块均有配置。 但不管怎么说，三家知名机构的持仓配重均有一个共同点：重仓AI产业链，只是各自具体操作会有明显的分化。 各位小虎们， 持续押注AI下，机构持仓却开始出现分歧（eg.伯克希尔在大举建仓谷歌，清仓亚马逊，但桥水却在增持亚马逊），大家更看好哪家操作？ 评论区分享你的观点，一起赢取1000虎币奖励！🎁🎁 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"13F报告出炉，虽然只会披露在美上市的股票多头头寸，但也能看出大佬们的投资方向~ 看看最知名的三家： 各自的亮点，[眼眼] 伯克希尔：增持谷歌A。增持Alphabet的A类股超过3640万股，持股数较四季度末激增约204%，持仓市值增至156亿美元，在伯克希尔主要持仓中的排名从四季度的第十位升至第七位，另外把亚马逊清仓了（一直以来，伯克希尔对科技股极为谨慎，真正重仓的只有苹果，现在开始持续买入谷歌了）； 桥水基金：买指数，买AI，AI硬件链配置非常完整-标普500指数、亚马逊、英伟达、谷歌、博通、美光、微软、台积电等，相较于伯克希尔，在AI方面配置会更激进一点； ARK：还是重仓特斯拉，更偏应用层和创新型公司的押注，医疗、加密和AI应用板块均有配置。 但不管怎么说，三家知名机构的持仓配重均有一个共同点：重仓AI产业链，只是各自具体操作会有明显的分化。 各位小虎们， 持续押注AI下，机构持仓却开始出现分歧（eg.伯克希尔在大举建仓谷歌，清仓亚马逊，但桥水却在增持亚马逊），大家更看好哪家操作？ 评论区分享你的观点，一起赢取1000虎币奖励！🎁🎁 $苹果(AAPL)$ $亚马逊(AMZN)$ $谷歌A(GOOGL)$ 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话说，大家有去研究他们这份作业吗？[鬼脸] 我打算好好的参考一下，顺便调整一下自己的下个季度的思路。但是没有打算直接抄他们这份作业，主要是担心信息时效性滞后，因为13F文件有45天披露延迟，而且桥水可能已大幅调仓，我看到的可能已经只是他们的\"过期持仓\"。 看他们的这前十大重仓股，是按持仓市值排序，前十大合计占比约41.64% ，持仓总市值224.05亿。单单是看他们的前两大持仓就非常有意思了， <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 和 <a href=\"https://laohu8.com/S/IVV\">$标普500ETF-iShares(IVV)$</a> 是最大的2个仓位，合计约20%，虽然IVV被明显削减，仍是最大资产类别，特别是SPY股价Q1上涨，即使股数微减，持仓市值仍可能增加，由于股价上涨，指数ETF的实际市值敞口未必大幅下降。这也说明，ETF仍是底，桥水只是从全市场配置，慢慢的转向了结构性配置。桥水当前组合可以拆成一个明显的2层结构。 另外，他们增持了大约82.78万股英伟达，增持67万股博通，增持58.6万股美光科技，此外，桥水还首次建仓台积电107.7万股，被加仓最多的三类资产都集中在同一个方面，AI基础设施，感觉他们正在把资金集中到AI上游基础设施。桥水的配置并非泛科技，而是高度集中于算力层，不是看多科技，而是看多算力，体现出其对AI产业结构的分层认知。 在","listText":"桥水基金2026年Q1持仓公开了，美股持仓总市值224亿美元，较2025Q4的274亿美元下降18.2%。我们群的大V昨天贴出来的图，我非常喜欢这个图，桥水基金在上个季度新建仓214个标的、加仓292个、清仓261个、减持487个，这个图已经把各个重点都总结的一清二楚，条理分明，太适合我这种学渣型的投资人了，谢谢老师啊。[爱你] 话说，大家有去研究他们这份作业吗？[鬼脸] 我打算好好的参考一下，顺便调整一下自己的下个季度的思路。但是没有打算直接抄他们这份作业，主要是担心信息时效性滞后，因为13F文件有45天披露延迟，而且桥水可能已大幅调仓，我看到的可能已经只是他们的\"过期持仓\"。 看他们的这前十大重仓股，是按持仓市值排序，前十大合计占比约41.64% 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always Makes American Great Again.","listText":"TACO always Makes American Great Again.","text":"TACO always Makes American Great Again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564413526823160","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564413104756440,"gmtCreate":1778830556506,"gmtModify":1778830558794,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"TACO always makes American Great Again.","listText":"TACO always makes American Great Again.","text":"TACO always makes American Great Again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564413104756440","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564413172454272,"gmtCreate":1778830500055,"gmtModify":1778831571566,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"[强]&nbsp;&nbsp;","listText":"[强]&nbsp;&nbsp;","text":"[强]","images":[{"img":"https://static.tigerbbs.com/673937abd5daa158930c58becb048520","width":"1179","height":"3080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564413172454272","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":563982691115840,"gmtCreate":1778725400787,"gmtModify":1778725403314,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"欢迎欢迎，热烈欢迎。欢迎白宫第一杆特鲁姆普来访中国。","listText":"欢迎欢迎，热烈欢迎。欢迎白宫第一杆特鲁姆普来访中国。","text":"欢迎欢迎，热烈欢迎。欢迎白宫第一杆特鲁姆普来访中国。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563982691115840","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563148470079688,"gmtCreate":1778515953330,"gmtModify":1778515955861,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"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/563148470079688","repostId":"563067141816608","repostType":1,"repost":{"id":563067141816608,"gmtCreate":1778496213873,"gmtModify":1778498962833,"author":{"id":"4226106262393242","authorId":"4226106262393242","name":"老猫打个新","avatar":"https://static.tigerbbs.com/2006dd32e58cb18a1c9d5583d589d7a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4226106262393242","authorIdStr":"4226106262393242"},"themes":[],"title":"【美股IPO】Cerebras 超低延迟+唯一晶圆级AI芯片芯片，能否带你26年吃大肉？","htmlText":"美股大模型推理芯片Cerebras（CBRS.US）预计5月13日定价，14日挂牌上市！ 这家其实很早看英伟达的LPU竞争格局时就有看到，说今年就要IPO，毕竟对于当年CoreWeave（CRWV）上市后的表现还是念念不忘（虽然最近因为26Q1的capex和债务问题大跌），总想找个能否复刻其上市表现的标的！ Image 那CBRS能否做到呢？是26年吃大肉的机会吗？这个肉不止是说打新，毕竟以CBRS的概念和美股IPO的性质很难亏钱，重点在于二级市场的机会！ 总之，看下文分析，结论见结尾！ 发行 本次Cerebras发行2800万股A类普通股，发行价区间为每股115美元至125美元，募资规模最高可达35亿美元，当下估值最高约266亿美元。不过目前消息公司计划价格区间上调至150-160美元，市值上到340亿美元。 承销商：Morgan Stanley &amp; Co. LLC、Citigroup Global Markets Inc.、Barclays Capital Inc.为首，其他包括UBS Securities LLC、Mizuho Securities USA LLC、TD Securities (USA) LLC、Needham &amp; Company, LLC、Craig-Hallum Capital Group LLC、Wedbush Securities Inc.、Rosenblatt Securities Inc.、Academy Securities, Inc.、Credit Agricole Securities (USA) Inc.、MUFG Securities Americas Inc.、First Citizens Capital Securities, LLC。 公司介绍 Cerebras Systems Inc. (CBRS)是一家专","listText":"美股大模型推理芯片Cerebras（CBRS.US）预计5月13日定价，14日挂牌上市！ 这家其实很早看英伟达的LPU竞争格局时就有看到，说今年就要IPO，毕竟对于当年CoreWeave（CRWV）上市后的表现还是念念不忘（虽然最近因为26Q1的capex和债务问题大跌），总想找个能否复刻其上市表现的标的！ Image 那CBRS能否做到呢？是26年吃大肉的机会吗？这个肉不止是说打新，毕竟以CBRS的概念和美股IPO的性质很难亏钱，重点在于二级市场的机会！ 总之，看下文分析，结论见结尾！ 发行 本次Cerebras发行2800万股A类普通股，发行价区间为每股115美元至125美元，募资规模最高可达35亿美元，当下估值最高约266亿美元。不过目前消息公司计划价格区间上调至150-160美元，市值上到340亿美元。 承销商：Morgan Stanley &amp; Co. 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下雨天打不到车的问题是早晚要解决的痛点。私家车逢恶劣天气不出活，自动驾驶解决这个问题。","images":[{"img":"https://static.tigerbbs.com/63da0db3483e8563f46242231ddfa93a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/487280280236368","isVote":1,"tweetType":1,"viewCount":9018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"37002306153600","idStr":"37002306153600"},"content":"哈哈哈哈现在的北京很适合","text":"哈哈哈哈现在的北京很适合","html":"哈哈哈哈现在的北京很适合"},{"author":{"id":"9000000000000222","authorId":"9000000000000222","name":"得失缘","avatar":"https://static.tigerbbs.com/350e6f270c729270f949e2f6e0082308","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000222","idStr":"9000000000000222"},"content":"这个点子确实很有前途，期待技术成熟","text":"这个点子确实很有前途，期待技术成熟","html":"这个点子确实很有前途，期待技术成熟"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509405129261464,"gmtCreate":1765353634716,"gmtModify":1765354067900,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"特斯拉 2025：电动车霸主的 AI 新征程","htmlText":"作者： 揭谛菩提 发布时间： 2025-12-10 摘要 特斯拉(TSLA)作为全球电动汽车和清洁能源的引领者，在 2025 年展现出强劲的发展势头。本文从财务表现、技术创新、市场地位和未来前景四个维度，深入分析特斯拉的投资价值与成长潜力。 从数据看特斯拉的强劲表现 2025 年，特斯拉股价表现令人瞩目。根据最新一年的交易数据分析，特斯拉展现出稳健的增长态势和强大的市场吸引力。 从过去 250 个交易日的表现来看： 平均股价 354.84 美元，显示出稳定的价格中枢 股价区间 214.25-488.54 美元，年内最高涨幅超过 128% 平均日收益率 0.13%，年化收益率约 32.5% 年化波动率 65.28%，体现了成长股的活跃特征 日均成交量近 1 亿股，显示出极高的市场活跃度 这些数据表明，特斯拉不仅保持了高速增长，更重要的是获得了投资者的持续青睐。相比传统汽车股票，特斯拉的估值溢价反映了市场对其未来发展的强烈信心。 电动汽车霸主地位进一步巩固 销量持续领跑全球 特斯拉在全球电动汽车市场的领导地位进一步巩固。2025 年前三季度，特斯拉全球交付量超过 140 万辆，同比增长约 20%。这一成绩在全球汽车行业整体疲软的背景下显得尤为亮眼。 产品矩阵不断丰富： Model Y：全球最受欢迎的电动 SUV，占据特斯拉总销量的 60%以上 Model 3：入门级轿车市场的绝对王者，性价比优势明显 Model S/X：高端市场的标杆产品，利润贡献率最高 Cybertruck：革命性的电动皮卡，预订量已超过 200 万辆 制造效率全球领先 特斯拉的\"第一性原理\"制造理念在 2025 年得到了进一步验证。通过持续的工艺优化和自动化改进，特斯拉单车制造成本较 2024 年下降了 8%，毛利率稳定在 20%以上的行业领先水平。 全球产能布局： 美国弗里蒙特工厂：年产能 60 万辆 中","listText":"作者： 揭谛菩提 发布时间： 2025-12-10 摘要 特斯拉(TSLA)作为全球电动汽车和清洁能源的引领者，在 2025 年展现出强劲的发展势头。本文从财务表现、技术创新、市场地位和未来前景四个维度，深入分析特斯拉的投资价值与成长潜力。 从数据看特斯拉的强劲表现 2025 年，特斯拉股价表现令人瞩目。根据最新一年的交易数据分析，特斯拉展现出稳健的增长态势和强大的市场吸引力。 从过去 250 个交易日的表现来看： 平均股价 354.84 美元，显示出稳定的价格中枢 股价区间 214.25-488.54 美元，年内最高涨幅超过 128% 平均日收益率 0.13%，年化收益率约 32.5% 年化波动率 65.28%，体现了成长股的活跃特征 日均成交量近 1 亿股，显示出极高的市场活跃度 这些数据表明，特斯拉不仅保持了高速增长，更重要的是获得了投资者的持续青睐。相比传统汽车股票，特斯拉的估值溢价反映了市场对其未来发展的强烈信心。 电动汽车霸主地位进一步巩固 销量持续领跑全球 特斯拉在全球电动汽车市场的领导地位进一步巩固。2025 年前三季度，特斯拉全球交付量超过 140 万辆，同比增长约 20%。这一成绩在全球汽车行业整体疲软的背景下显得尤为亮眼。 产品矩阵不断丰富： Model Y：全球最受欢迎的电动 SUV，占据特斯拉总销量的 60%以上 Model 3：入门级轿车市场的绝对王者，性价比优势明显 Model S/X：高端市场的标杆产品，利润贡献率最高 Cybertruck：革命性的电动皮卡，预订量已超过 200 万辆 制造效率全球领先 特斯拉的\"第一性原理\"制造理念在 2025 年得到了进一步验证。通过持续的工艺优化和自动化改进，特斯拉单车制造成本较 2024 年下降了 8%，毛利率稳定在 20%以上的行业领先水平。 全球产能布局： 美国弗里蒙特工厂：年产能 60 万辆 中","text":"作者： 揭谛菩提 发布时间： 2025-12-10 摘要 特斯拉(TSLA)作为全球电动汽车和清洁能源的引领者，在 2025 年展现出强劲的发展势头。本文从财务表现、技术创新、市场地位和未来前景四个维度，深入分析特斯拉的投资价值与成长潜力。 从数据看特斯拉的强劲表现 2025 年，特斯拉股价表现令人瞩目。根据最新一年的交易数据分析，特斯拉展现出稳健的增长态势和强大的市场吸引力。 从过去 250 个交易日的表现来看： 平均股价 354.84 美元，显示出稳定的价格中枢 股价区间 214.25-488.54 美元，年内最高涨幅超过 128% 平均日收益率 0.13%，年化收益率约 32.5% 年化波动率 65.28%，体现了成长股的活跃特征 日均成交量近 1 亿股，显示出极高的市场活跃度 这些数据表明，特斯拉不仅保持了高速增长，更重要的是获得了投资者的持续青睐。相比传统汽车股票，特斯拉的估值溢价反映了市场对其未来发展的强烈信心。 电动汽车霸主地位进一步巩固 销量持续领跑全球 特斯拉在全球电动汽车市场的领导地位进一步巩固。2025 年前三季度，特斯拉全球交付量超过 140 万辆，同比增长约 20%。这一成绩在全球汽车行业整体疲软的背景下显得尤为亮眼。 产品矩阵不断丰富： Model Y：全球最受欢迎的电动 SUV，占据特斯拉总销量的 60%以上 Model 3：入门级轿车市场的绝对王者，性价比优势明显 Model S/X：高端市场的标杆产品，利润贡献率最高 Cybertruck：革命性的电动皮卡，预订量已超过 200 万辆 制造效率全球领先 特斯拉的\"第一性原理\"制造理念在 2025 年得到了进一步验证。通过持续的工艺优化和自动化改进，特斯拉单车制造成本较 2024 年下降了 8%，毛利率稳定在 20%以上的行业领先水平。 全球产能布局： 美国弗里蒙特工厂：年产能 60 万辆 中","images":[{"img":"https://static.tigerbbs.com/cfa85c4a9df48fce55b812d610e2cfdd","width":"1350","height":"672"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/509405129261464","isVote":1,"tweetType":1,"viewCount":5807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":473897691070768,"gmtCreate":1756729331964,"gmtModify":1756731887585,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"寒武纪叫板英伟达：算力霸权和国产突围的终极赌局，我选择All in______","htmlText":"昨夜盯着 <a href=\"https://laohu8.com/S/688256\">$寒武纪(688256)$</a> 的MLUarch白皮书和 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100的Tensor 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