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C克里斯蒂亚诺

05-20 14:57

这篇文章不错，转发给大家看看

@財報話你知:百度Q1总营收321亿、AI收入首破半壁江山，爱奇艺由盈转亏蚀2.95亿——母子两份成绩单，你点睇？

C克里斯蒂亚诺

05-20 14:57

买入美光，做客闪迪才是正解

@清爽凉风:$闪迪(SNDK)$ 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦

C克里斯蒂亚诺

05-18 23:42

大涨

C克里斯蒂亚诺

05-18 23:42

要跌就猛一点，我好加仓

美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%

C克里斯蒂亚诺

05-18 12:11

$Applied Optoelectronics Inc.(AAOI)$ 感觉今晚又是一碗大面

C克里斯蒂亚诺

05-18 12:10

$小米集团-W(01810)$ 雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习

C克里斯蒂亚诺

05-15

$Cerebras Systems(CBRS)$ 尊敬的英伟达挑战者，请你飞起来

C克里斯蒂亚诺

05-15

$Lumentum Holdings Inc.(LITE)$ 有和我一样站在1000的高岗上瑟瑟发抖的吗

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<a href=\"https://ttm.financial/S/09888\">$百度集团-SW(09888)$</a> 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 <a href=\"https://ttm.financial/S/IQ\">$爱奇艺(IQ)$</a> 则在1.14美元徘徊，市值仅约11亿美元，不到百度的五十分之一。 AI收入占比52%，百度交出了怎样的转型成绩单？ Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","listText":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 <a href=\"https://ttm.financial/S/09888\">$百度集团-SW(09888)$</a> 5月19日低开高走，盘中一度涨超2%触及138.4港元，收报约136.3港元，市值约3,748亿港元。 <a href=\"https://ttm.financial/S/IQ\">$爱奇艺(IQ)$</a> 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Q1总营收321亿元（高于市场预期的314.9亿），同比微降1.2%。表面平平无奇，但拆开来看是一场彻底的结构性变革。AI业务总收入136亿元，同比增长49%。其中智能云基础设施收入88亿元，同比飙升79%；GPU云收入更暴涨184%，百度自研GPU云市场份额以40.4%位居国内第一。AI原生营销服务收入23亿元，同比增长36%。与此形成鲜明对比的是，传统业务收入仅102亿元，同比萎缩29%。在线营销服务收入126亿元，同比下滑22%。一增一减之间，AI业务占一般性业务收入的52%，这是百度历史上首次突破半壁江山。作为对比，2025年Q1这个占比还只有36%，2025年Q4为43%。 昆仑芯P800已完成多个万卡集**付，全国产集群成功训练了文心大模型5.1，登上LMArena搜索榜国内第一。李彦宏透露文心5.1仅以业界同规模模型约6%的预训练成本达到领先水平。昆仑芯更已启动科创板上市辅导，高盛预计其2026年销售额有望达65亿元。李彦宏在电话会上的表态耐人","images":[{"img":"https://community-static.tradeup.com/news/38924a208b40831a75b5f392b563f6f5"},{"img":"https://community-static.tradeup.com/news/970133429f085d14acd4c6bc7a3ca590"},{"img":"https://community-static.tradeup.com/news/b9f0fd0e2480417ee13958ff71957cdd"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565953289056736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566173393711928,"gmtCreate":1779260238953,"gmtModify":1779260241193,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241933205101582","idStr":"4241933205101582"},"themes":[],"title":"","htmlText":"买入美光，做客闪迪才是正解","listText":"买入美光，做客闪迪才是正解","text":"买入美光，做客闪迪才是正解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566173393711928","repostId":"565959207679080","repostType":1,"repost":{"id":565959207679080,"gmtCreate":1779207961070,"gmtModify":1779207973449,"author":{"id":"4220292264484680","authorId":"4220292264484680","name":"清爽凉风","avatar":"https://static.tigerbbs.com/833428caf4025a2d42afc731467b2489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220292264484680","idStr":"4220292264484680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","text":"$闪迪(SNDK)$ 继续追空闪迪，反正小仓位，现在继续看空，当浮盈90%时继续追空，我就是不认为你这闪迪公司股价值1340，还想把当年互联网泡沫的玩法玩一遍？做梦","images":[{"img":"https://static.tigerbbs.com/df5411aacefb2a9cff88d90ec1561bd5","width":"1440","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565959207679080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565594436880056,"gmtCreate":1779118965716,"gmtModify":1779118967929,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241933205101582","idStr":"4241933205101582"},"themes":[],"title":"","htmlText":"大涨","listText":"大涨","text":"大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565594436880056","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565594479732064,"gmtCreate":1779118924218,"gmtModify":1779118926700,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241933205101582","idStr":"4241933205101582"},"themes":[],"title":"","htmlText":"要跌就猛一点，我好加仓","listText":"要跌就猛一点，我好加仓","text":"要跌就猛一点，我好加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565594479732064","repostId":"1137815915","repostType":4,"repost":{"id":"1137815915","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779114403,"share":"https://www.laohu8.com/m/news/1137815915?lang=zh_CN&edition=full","pubTime":"2026-05-18 22:26","market":"us","language":"zh","title":"美股存储概念股盘中全线下挫！希捷科技跌超6%，闪迪跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137815915","media":"老虎资讯综合","summary":"5月18日，美股存储概念股盘中全线下挫，$希捷科技(STX)$跌超6%，$闪迪(SNDK)$、$西部数据(WDC)$、$慧荣科技(SIMO)$跌超5%，$美光科技(MU)$跌超2%。","content":"<html><head></head><body><p>5月18日，美股存储概念股盘中全线下挫，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超6%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1f297e8719245c20ce05d21c53c90\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-18 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月18日，美股存储概念股盘中全线下挫，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超6%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1f297e8719245c20ce05d21c53c90\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU1670627923.USD":"M&G (LUX) 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-18 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月18日，美股存储概念股盘中全线下挫，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超6%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1f297e8719245c20ce05d21c53c90\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU1670627923.USD":"M&G (LUX) 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雷布斯合影老马，又是一次伟大的营销，谦逊的中国企业家，像你学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565424356407464","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566173109377168,"gmtCreate":1779260249834,"gmtModify":1779260252085,"author":{"id":"4241933205101582","authorId":"4241933205101582","name":"C克里斯蒂亚诺","avatar":"https://static.tigerbbs.com/11d74910d9d8d950b875771c88d7c271","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241933205101582","idStr":"4241933205101582"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566173109377168","repostId":"565953289056736","repostType":1,"repost":{"id":565953289056736,"gmtCreate":1779183662218,"gmtModify":1779183692701,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://static.tigerbbs.com/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136423143289492","idStr":"4136423143289492"},"themes":[],"title":"百度Q1总营收321亿、AI收入首破半壁江山，爱奇艺由盈转亏蚀2.95亿——母子两份成绩单，你点睇？","htmlText":"各位小虎们大家好。5月18日盘后，百度与爱奇艺同日公布2026年Q1财报，母子公司在同一天交出了两份截然相反的成绩单——百度AI业务收入占比首次突破52%，正式从「搜索广告公司」变身为「AI优先企业」；而爱奇艺营收下滑13%、由盈转亏，市值仅剩约11亿美元，在52周低位附近苦苦挣扎。 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