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亮亮史蒂夫

02-09

超过190才是卖压。英伟达的扩张受芯片电力等前端影响，前端产能满负荷仍不能它的满足发展需求，看着成长空间确实是指数级的，但是还要一个强大的可以持续的前端支持作为催化。

亮亮史蒂夫

01-29

$特斯拉(TSLA)$ 机器人赛道领航者开始量产了，下季度销量如果机器人超过特斯拉汽车，那么特斯拉估值后续要翻十倍了，目标是星球开发，星辰大海的叙事走出关键一步。是时候趁低位提前布局了。

抱歉，原内容已删除

亮亮史蒂夫

2025-12-15

$英伟达(NVDA)$ 现在股价175美元对应市值4.1万亿美元，涨到275美元对应市值6.4万亿美元，除非绝对的垄断并且利好不断才能做到，不然我认为很难达成，能达到210美元左右上涨就非常费力了。

亮亮史蒂夫

2025-12-05

$英伟达(NVDA)$ 筹码堆满185又是一段新传说

亮亮史蒂夫

2025-12-03

两个产品是互补关系，并没有哪一个能完全替代另外一个。选择哪一个方向，具体看服务的终端客户需求。对个人还说谷歌产品很有优势，对于科研企业海量算力输出还得看GPU。

抱歉，原内容已删除

亮亮史蒂夫

2025-11-24

谷歌价格高了不敢追，当然是英伟达上车性价比更高，只要资金够大当然是全都要了

亮亮史蒂夫

2025-11-24

市场想啥我不懂，但是我要英伟达回调，然后上车

抱歉，原内容已删除

亮亮史蒂夫

2025-11-20

长期全球AI叙事不会改变，未来已经可以预期，短期波动对于短线来说影响不大，大不了改变策略韦中长线。很值得小仓位博一把。

亮亮史蒂夫

2025-11-14

当然相信了，科技代表的是规律，人类无法与规律作对，数次工业革命已经给出明确答案，哪一个国家当日科技等于放弃未来。所以第四次工业革命最新会解放很多人类单位的生产力，生产力指数级提升。但是普通人想要长期从中获益除了个人拥抱AI强化自身，还可以投资代表科技实业的股票当中从而利益最大化。所以此刻低位当然选择适当的拿上帝赐给的票，忽略所有短期噪音，选择相信科技的命运。

亮亮史蒂夫

2025-11-14

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 就算当前所有投资者都离世，科技依然是第一生产力，人类最终只能选择拥抱科技，并从中获益，然而普通人唯有从股票中获取最大科技收益。所以屏蔽所有噪音，忽略短期波动，啥也不干，睡几个大觉人生更美好。

亮亮史蒂夫

2025-11-14

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 盘后填坑等于捡钱

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现在股价175美元对应市值4.1万亿美元，涨到275美元对应市值6.4万亿美元，除非绝对的垄断并且利好不断才能做到，不然我认为很难达成，能达到210美元左右上涨就非常费力了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/511063726810016","isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000346","authorId":"9000000000000346","name":"WinfredBill","avatar":"https://static.tigerbbs.com/4d8c624463b4c9a72b92ec0e1653d144","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000346","authorIdStr":"9000000000000346"},"content":"前高压力位密集区，突破需要量能配合","text":"前高压力位密集区，突破需要量能配合","html":"前高压力位密集区，突破需要量能配合"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507641375129920,"gmtCreate":1764918257619,"gmtModify":1764918259638,"author":{"id":"4218555762455782","authorId":"4218555762455782","name":"亮亮史蒂夫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218555762455782","authorIdStr":"4218555762455782"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 筹码堆满185又是一段新传说","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 筹码堆满185又是一段新传说","text":"$英伟达(NVDA)$ 筹码堆满185又是一段新传说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507641375129920","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506699969442192,"gmtCreate":1764736646306,"gmtModify":1764736649030,"author":{"id":"4218555762455782","authorId":"4218555762455782","name":"亮亮史蒂夫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218555762455782","authorIdStr":"4218555762455782"},"themes":[],"title":"","htmlText":"两个产品是互补关系，并没有哪一个能完全替代另外一个。选择哪一个方向，具体看服务的终端客户需求。对个人还说谷歌产品很有优势，对于科研企业海量算力输出还得看GPU。","listText":"两个产品是互补关系，并没有哪一个能完全替代另外一个。选择哪一个方向，具体看服务的终端客户需求。对个人还说谷歌产品很有优势，对于科研企业海量算力输出还得看GPU。","text":"两个产品是互补关系，并没有哪一个能完全替代另外一个。选择哪一个方向，具体看服务的终端客户需求。对个人还说谷歌产品很有优势，对于科研企业海量算力输出还得看GPU。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506699969442192","repostId":"1196993917","repostType":2,"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503608591217136,"gmtCreate":1763973566757,"gmtModify":1763973569482,"author":{"id":"4218555762455782","authorId":"4218555762455782","name":"亮亮史蒂夫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218555762455782","authorIdStr":"4218555762455782"},"themes":[],"htmlText":"谷歌价格高了不敢追，当然是英伟达上车性价比更高，只要资金够大当然是全都要了","listText":"谷歌价格高了不敢追，当然是英伟达上车性价比更高，只要资金够大当然是全都要了","text":"谷歌价格高了不敢追，当然是英伟达上车性价比更高，只要资金够大当然是全都要了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/503608591217136","isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503508160954528,"gmtCreate":1763955661761,"gmtModify":1763955664233,"author":{"id":"4218555762455782","authorId":"4218555762455782","name":"亮亮史蒂夫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218555762455782","authorIdStr":"4218555762455782"},"themes":[],"title":"","htmlText":"市场想啥我不懂，但是我要英伟达回调，然后上车","listText":"市场想啥我不懂，但是我要英伟达回调，然后上车","text":"市场想啥我不懂，但是我要英伟达回调，然后上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503508160954528","repostId":"2585435132","repostType":2,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502001625760296,"gmtCreate":1763577634704,"gmtModify":1763591570059,"author":{"id":"4218555762455782","authorId":"4218555762455782","name":"亮亮史蒂夫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218555762455782","authorIdStr":"4218555762455782"},"themes":[],"htmlText":"长期全球AI叙事不会改变，未来已经可以预期，短期波动对于短线来说影响不大，大不了改变策略韦中长线。很值得小仓位博一把。","listText":"长期全球AI叙事不会改变，未来已经可以预期，短期波动对于短线来说影响不大，大不了改变策略韦中长线。很值得小仓位博一把。","text":"长期全球AI叙事不会改变，未来已经可以预期，短期波动对于短线来说影响不大，大不了改变策略韦中长线。很值得小仓位博一把。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502001625760296","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000643","authorId":"9000000000000643","name":"CuritisCissie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000643","authorIdStr":"9000000000000643"},"content":"AI赛道冲就完事了，回调就是加仓良机！","text":"AI赛道冲就完事了，回调就是加仓良机！","html":"AI赛道冲就完事了，回调就是加仓良机！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500073893507424,"gmtCreate":1763113476294,"gmtModify":1763114081746,"author":{"id":"4218555762455782","authorId":"4218555762455782","name":"亮亮史蒂夫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218555762455782","authorIdStr":"4218555762455782"},"themes":[],"htmlText":"当然相信了，科技代表的是规律，人类无法与规律作对，数次工业革命已经给出明确答案，哪一个国家当日科技等于放弃未来。所以第四次工业革命最新会解放很多人类单位的生产力，生产力指数级提升。但是普通人想要长期从中获益除了个人拥抱AI强化自身，还可以投资代表科技实业的股票当中从而利益最大化。所以此刻低位当然选择适当的拿上帝赐给的票，忽略所有短期噪音，选择相信科技的命运。","listText":"当然相信了，科技代表的是规律，人类无法与规律作对，数次工业革命已经给出明确答案，哪一个国家当日科技等于放弃未来。所以第四次工业革命最新会解放很多人类单位的生产力，生产力指数级提升。但是普通人想要长期从中获益除了个人拥抱AI强化自身，还可以投资代表科技实业的股票当中从而利益最大化。所以此刻低位当然选择适当的拿上帝赐给的票，忽略所有短期噪音，选择相信科技的命运。","text":"当然相信了，科技代表的是规律，人类无法与规律作对，数次工业革命已经给出明确答案，哪一个国家当日科技等于放弃未来。所以第四次工业革命最新会解放很多人类单位的生产力，生产力指数级提升。但是普通人想要长期从中获益除了个人拥抱AI强化自身，还可以投资代表科技实业的股票当中从而利益最大化。所以此刻低位当然选择适当的拿上帝赐给的票，忽略所有短期噪音，选择相信科技的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