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月下美人还是没人
对美股市场的机会有敏锐的洞察力，希望获益
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月下美人还是没人
月下美人还是没人
·
05-14
微软、谷歌这些巨头还在拼命砸钱搞AI，一年比一年多。
$英伟达(NVDA)$
的芯片根本不愁卖，手里有的拿稳就行了。
看
679
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编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
05-11
不管英特尔、AMD还是英伟达赢，都得找台积电代工。2纳米、先进封装全在它手里。最稳的还是
$台积电(TSM)$
，坐看神仙打架。
看
3,059
回复
6
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点赞
编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
05-07
美伊要签协议了，油价暴跌，通胀压力减了，降息预期升温，黄金直接涨回4700。想上车的可以分批捡了。
看
1,028
回复
评论
点赞
点赞
编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
05-06
$Lumentum Holdings Inc.(LITE)$
业绩和指引都挺好，可惜股价还是跌了。没办法，之前涨太多了，大家预期高得离谱，稍微差一点点就砸盘。
看
2,580
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1
编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
05-01
$纳斯达克(.IXIC)$
又创新高了，四月涨了15个点。科技巨头财报硬，谷歌云、亚马逊、微软全超预期。业绩撑着，短期不慌。
看
1,412
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点赞
点赞
编组 21备份 2
分享
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月下美人还是没人
月下美人还是没人
·
04-30
前两天OpenAI传闻把AI链条带崩了，
$闪迪(SNDK)$
跟着恐慌盘砸下来，希捷财报一出立刻修复反弹。存储的基本面根本没变，闪迪产能缺口摆在那、企业订单排到明年甚至后年。如果这次财报能超预期，这块金子反而会洗得更干净。
看
4,443
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编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
04-24
$博通(AVGO)$
跟着谷歌TPU涨疯了，签了长期大单，不光设计芯片，还包了整机网络组件。这股拿着稳稳的。
看
1,792
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评论
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点赞
编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
04-24
AI焦点从训练转向推理，CPU从配角变主角。以前一个CPU拖8个GPU，以后可能只拖2-4个，数据中心CPU权重被重估。
$英特尔(INTC)$
的估值逻辑变了。
看
1,143
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评论
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点赞
编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
04-24
$甲骨文(ORCL)$
烧钱也厉害，自由现金流都是负的。这波下跌是情绪带的，但万一继续恐慌，还能跌。我先看看。
看
1,259
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编组 21备份 2
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月下美人还是没人
月下美人还是没人
·
04-24
$纳斯达克(.IXIC)$
小跌一下，但大方向没问题，科技股继续冲。最近的GPT确实有点东西。
看
1,289
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编组 21备份 2
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，坐看神仙打架。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/562950295565152","isVote":1,"tweetType":1,"viewCount":3059,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498016203798034","authorId":"3498016203798034","name":"不做赔本交易","avatar":"https://static.tigerbbs.com/9532d01c286797f7d36bfcb5ddfdcaf9","crmLevel":9,"crmLevelSwitch":0,"idStr":"3498016203798034","authorIdStr":"3498016203798034"},"content":"你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事","text":"你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事","html":"你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事"},{"author":{"id":"3494439906869265","authorId":"3494439906869265","name":"吐司","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494439906869265","authorIdStr":"3494439906869265"},"content":"你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样","text":"你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样","html":"你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561570359820384,"gmtCreate":1778134925269,"gmtModify":1778134928670,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010336","authorIdStr":"10000000000010336"},"themes":[],"title":"","htmlText":"美伊要签协议了，油价暴跌，通胀压力减了，降息预期升温，黄金直接涨回4700。想上车的可以分批捡了。","listText":"美伊要签协议了，油价暴跌，通胀压力减了，降息预期升温，黄金直接涨回4700。想上车的可以分批捡了。","text":"美伊要签协议了，油价暴跌，通胀压力减了，降息预期升温，黄金直接涨回4700。想上车的可以分批捡了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561570359820384","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561179434827800,"gmtCreate":1778039404122,"gmtModify":1778039406638,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010336","authorIdStr":"10000000000010336"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 业绩和指引都挺好，可惜股价还是跌了。没办法，之前涨太多了，大家预期高得离谱，稍微差一点点就砸盘。","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 业绩和指引都挺好，可惜股价还是跌了。没办法，之前涨太多了，大家预期高得离谱，稍微差一点点就砸盘。","text":"$Lumentum Holdings Inc.(LITE)$ 业绩和指引都挺好，可惜股价还是跌了。没办法，之前涨太多了，大家预期高得离谱，稍微差一点点就砸盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561179434827800","isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559459596620640,"gmtCreate":1777619590222,"gmtModify":1777619592452,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010336","authorIdStr":"10000000000010336"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 又创新高了，四月涨了15个点。科技巨头财报硬，谷歌云、亚马逊、微软全超预期。业绩撑着，短期不慌。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 又创新高了，四月涨了15个点。科技巨头财报硬，谷歌云、亚马逊、微软全超预期。业绩撑着，短期不慌。","text":"$纳斯达克(.IXIC)$ 又创新高了，四月涨了15个点。科技巨头财报硬，谷歌云、亚马逊、微软全超预期。业绩撑着，短期不慌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559459596620640","isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559091986960416,"gmtCreate":1777529775901,"gmtModify":1777529778815,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010336","authorIdStr":"10000000000010336"},"themes":[],"title":"","htmlText":"前两天OpenAI传闻把AI链条带崩了， <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 跟着恐慌盘砸下来，希捷财报一出立刻修复反弹。存储的基本面根本没变，闪迪产能缺口摆在那、企业订单排到明年甚至后年。如果这次财报能超预期，这块金子反而会洗得更干净。","listText":"前两天OpenAI传闻把AI链条带崩了， <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 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