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一个人发呆
关注美股市场的变化，希望从中获得回报
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一个人发呆
一个人发呆
·
05-14
降息别指望了，年内都不可能。但
$标普500(.SPX)$
还能新高，全靠企业真金白银赚出来的，不是靠放水。这就够了。只要业绩不崩，指数就崩不了。
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一个人发呆
一个人发呆
·
05-11
$SK Hynix, Inc.(HXSCL)$
是HBM绝对龙头，AI芯片必须搭它的高带宽内存。大客户都是签长约锁量锁价，利润率高得离谱。这种票拿着踏实，跌下来反而是加仓机会。
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615
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一个人发呆
一个人发呆
·
05-06
$超微电脑(SMCI)$
这次利润率高了不少，有一部分业绩算到下季度了，下季度指引还往上提。AI这么火，液冷是刚需，拿着很踏实。
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1,419
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一个人发呆
一个人发呆
·
05-01
$英特尔(INTC)$
财报刚发完，下一波催化得等下半年。之前涨那么多，该兑现的预期都兑现了，现在就是消化阶段。耐心等着，大方向没变。
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3,623
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一个人发呆
一个人发呆
·
04-30
$微软(MSFT)$
这份财报，云业务环比营收还行，但盈利环比没增长，这个不太好。其他方面还凑合。C端虽然拉了点，但比市场预期的要好。之前市场觉得客户要抛弃Windows，其实不对，毕竟为了AI换电脑的肯定是少数。
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4,072
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1
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一个人发呆
一个人发呆
·
04-29
OpenAI增速不及预期，市场一下慌了，AI股被乱砸一通。但存储需求还是硬，恐慌盘砸出来的坑，反而是机会。
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1,488
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1
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一个人发呆
一个人发呆
·
04-29
$道琼斯(.DJI)$
昨天几乎平收，还算抗跌。美伊谈判又卡住了，油价还在100多，通胀下不来，降息没指望。现在资金都偏保守，不敢乱动。
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906
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一个人发呆
一个人发呆
·
04-29
$希捷科技(STX)$
的财报是实打实的。营收增长44%，调整后每股收益4.10美元远超预期。AI需求爆发最先吃肉的确实是存储这条线，有订单有业绩，盘后涨18%不是乱炒。
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1,707
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1
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1
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一个人发呆
一个人发呆
·
04-27
AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对
$闪迪(SNDK)$
很友好。
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一个人发呆
一个人发呆
·
04-27
$英伟达(NVDA)$
涨归涨，但谷歌、亚马逊这些大客户都在自己搞芯片。虽然一时半会取代不了英伟达，但分走一部分订单是肯定的。高利润还能撑多久，得打个问号。
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是HBM绝对龙头，AI芯片必须搭它的高带宽内存。大客户都是签长约锁量锁价，利润率高得离谱。这种票拿着踏实，跌下来反而是加仓机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562950997377888","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561179693416472,"gmtCreate":1778039467254,"gmtModify":1778039469494,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这次利润率高了不少，有一部分业绩算到下季度了，下季度指引还往上提。AI这么火，液冷是刚需，拿着很踏实。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这次利润率高了不少，有一部分业绩算到下季度了，下季度指引还往上提。AI这么火，液冷是刚需，拿着很踏实。","text":"$超微电脑(SMCI)$ 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财报刚发完，下一波催化得等下半年。之前涨那么多，该兑现的预期都兑现了，现在就是消化阶段。耐心等着，大方向没变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559459883131752","isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559092011421792,"gmtCreate":1777529859742,"gmtModify":1777529862567,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 这份财报，云业务环比营收还行，但盈利环比没增长，这个不太好。其他方面还凑合。C端虽然拉了点，但比市场预期的要好。之前市场觉得客户要抛弃Windows，其实不对，毕竟为了AI换电脑的肯定是少数。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 这份财报，云业务环比营收还行，但盈利环比没增长，这个不太好。其他方面还凑合。C端虽然拉了点，但比市场预期的要好。之前市场觉得客户要抛弃Windows，其实不对，毕竟为了AI换电脑的肯定是少数。","text":"$微软(MSFT)$ 这份财报，云业务环比营收还行，但盈利环比没增长，这个不太好。其他方面还凑合。C端虽然拉了点，但比市场预期的要好。之前市场觉得客户要抛弃Windows，其实不对，毕竟为了AI换电脑的肯定是少数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559092011421792","isVote":1,"tweetType":1,"viewCount":4072,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"content":"为AI换电脑是少数，但微软赌的就是这部分人","text":"为AI换电脑是少数，但微软赌的就是这部分人","html":"为AI换电脑是少数，但微软赌的就是这部分人"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558756553863872,"gmtCreate":1777447885935,"gmtModify":1777447888837,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"OpenAI增速不及预期，市场一下慌了，AI股被乱砸一通。但存储需求还是硬，恐慌盘砸出来的坑，反而是机会。","listText":"OpenAI增速不及预期，市场一下慌了，AI股被乱砸一通。但存储需求还是硬，恐慌盘砸出来的坑，反而是机会。","text":"OpenAI增速不及预期，市场一下慌了，AI股被乱砸一通。但存储需求还是硬，恐慌盘砸出来的坑，反而是机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558756553863872","isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558756173206368,"gmtCreate":1777447855989,"gmtModify":1777447858155,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 昨天几乎平收，还算抗跌。美伊谈判又卡住了，油价还在100多，通胀下不来，降息没指望。现在资金都偏保守，不敢乱动。","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 昨天几乎平收，还算抗跌。美伊谈判又卡住了，油价还在100多，通胀下不来，降息没指望。现在资金都偏保守，不敢乱动。","text":"$道琼斯(.DJI)$ 昨天几乎平收，还算抗跌。美伊谈判又卡住了，油价还在100多，通胀下不来，降息没指望。现在资金都偏保守，不敢乱动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558756173206368","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558756199403544,"gmtCreate":1777447793911,"gmtModify":1777447796385,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> 的财报是实打实的。营收增长44%，调整后每股收益4.10美元远超预期。AI需求爆发最先吃肉的确实是存储这条线，有订单有业绩，盘后涨18%不是乱炒。","listText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> 的财报是实打实的。营收增长44%，调整后每股收益4.10美元远超预期。AI需求爆发最先吃肉的确实是存储这条线，有订单有业绩，盘后涨18%不是乱炒。","text":"$希捷科技(STX)$ 的财报是实打实的。营收增长44%，调整后每股收益4.10美元远超预期。AI需求爆发最先吃肉的确实是存储这条线，有订单有业绩，盘后涨18%不是乱炒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558756199403544","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"content":"希捷这次是真枪实弹的业绩，AI存储需求不是讲故事","text":"希捷这次是真枪实弹的业绩，AI存储需求不是讲故事","html":"希捷这次是真枪实弹的业绩，AI存储需求不是讲故事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558042228183064,"gmtCreate":1777273484531,"gmtModify":1777273486958,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对 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