leixie的个人主页 - 老虎社区

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05-01

$Credo Technology Group Holding Ltd(CRDO)$ 即将爆发

06-02

$英伟达(NVDA)$ 这一波到260

05-27

$英伟达(NVDA)$ 不贵，很便宜，市盈率都到20以下了，很快就会爆发，到250

02-10

$爱芯元智(00600)$

06-01

$英伟达(NVDA)$ 革命性的事件，一个新时代

03-27

$美光科技(MU)$ 被严重低估了

02-27

$美光科技(MU)$ 这两年内存卖方市场，利润增长的你不敢想象。每次访问AI，后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求，端侧部署模型越来越多，也导致端侧内存容量增大需求。

02-23

$智谱(02513)$ 怎么炒，最后都要看财报

2025-10-03

$Circle Internet Corp.(CRCL)$ 利率快速下降通道过程，收益会有较大影响

03-23

$凯乐士科技(02729)$ 今天唯一赚的标的

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不是amd先提的吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568836197061848,"gmtCreate":1779880308710,"gmtModify":1779881501152,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 不贵，很便宜，市盈率都到20以下了，很快就会爆发，到250","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 不贵，很便宜，市盈率都到20以下了，很快就会爆发，到250","text":"$英伟达(NVDA)$ 不贵，很便宜，市盈率都到20以下了，很快就会爆发，到250","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/568836197061848","isVote":1,"tweetType":1,"viewCount":3645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552091429267089","authorId":"3552091429267089","name":"内牛满面","avatar":"https://static.tigerbbs.com/e84d60ae04907099e40162b706b5842b","crmLevel":6,"crmLevelSwitch":0,"idStr":"3552091429267089","authorIdStr":"3552091429267089"},"content":"市盈率不是32吗","text":"市盈率不是32吗","html":"市盈率不是32吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559567397597272,"gmtCreate":1777644922440,"gmtModify":1777644924346,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a 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data-views=\"1\"></v-v> 被严重低估了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> 被严重低估了","text":"$美光科技(MU)$ 被严重低估了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/547185964562464","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"content":"前瞻市盈率不到10了，是美股里人工智能主线公司里最便宜的了。","text":"前瞻市盈率不到10了，是美股里人工智能主线公司里最便宜的了。","html":"前瞻市盈率不到10了，是美股里人工智能主线公司里最便宜的了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545769027702808,"gmtCreate":1774253824132,"gmtModify":1774253826839,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这两年内存卖方市场，利润增长的你不敢想象。每次访问AI，后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求，端侧部署模型越来越多，也导致端侧内存容量增大需求。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这两年内存卖方市场，利润增长的你不敢想象。每次访问AI，后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求，端侧部署模型越来越多，也导致端侧内存容量增大需求。","text":"$美光科技(MU)$ 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