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对美国市场的未来走势持积极态度
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究极失眠患者
究极失眠患者
·
05-19
$北美软件ETF-iShares(IGV)$
从高点跌了快两成，软件股被AI吓崩了，现在估值便宜得要命。十年一遇的黄金坑就在眼前，现在不上车，等着追高吗？
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831
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究极失眠患者
究极失眠患者
·
05-18
海力士股价从低点翻了近两倍，追高的人心里也虚。一个说法是HBM还能继续涨价，另一个是涨价到头了。两边都有道理，信长期逻辑的就拿着，信周期的就减仓。反正我是底仓留着。
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2,013
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究极失眠患者
究极失眠患者
·
05-11
以前看
$Circle Internet Corp.(CRCL)$
就看USDC流通量，算储备利息。现在它手里有三张牌：货币、结算网络、AI支付标准。市场给这三样东西的估值根本不是一个数量级。等CPN和AI支付的收入写进财报，便宜的筹码就别想捡了。早期网络资产，不是等全验证了才涨。
看
3,049
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究极失眠患者
究极失眠患者
·
05-08
$英伟达(NVDA)$
与IREN达成合作消息出来股价冲高回落，说明市场也在冷静算账。英伟达投了那么多上下游，短期账面上看不出回报，但长期看基础设施只会越来越稀缺。
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1,929
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1
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究极失眠患者
究极失眠患者
·
05-07
$美国超微公司(AMD)$
的AI芯片也拿到大单了，Meta、OpenAI都在用。性能追英伟达追得很紧，价格还便宜三成左右，性价比确实高。虽然暂时当不了老大，但抢一块大蛋糕没问题。
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1,414
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1
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1
编组 21备份 2
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究极失眠患者
究极失眠患者
·
05-01
$ARM Holdings(ARM)$
不满足于只卖图纸了，开始往系统方案和完整芯片方向走。亚马逊AI芯片负责人也挖过去了。这条路要是走通，估值天花板能高一大截。
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1,043
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究极失眠患者
究极失眠患者
·
04-30
$英伟达(NVDA)$
绝对算是全球AI算力龙头，数据中心订单排到2027年了，高毛利高净利，估值也回到了合理区间。短期就看财报和Blackwell交付，长期盯着AI资本开支和国产替代的博弈。适合当核心配置，不适合做短线。
看
1,006
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究极失眠患者
究极失眠患者
·
04-30
$Meta Platforms, Inc.(META)$
这次又在小扎的激进风格上砸钱，对AI的投入就像几年前搞元宇宙一样猛。元宇宙那波已经彻底输了，董事会也没拦住他。现在又在AI上孤注一掷，想扳回一局怕是也难。
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1,931
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1
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究极失眠患者
究极失眠患者
·
04-29
别指望油价再涨了。伊朗搞事只是战略短视。美国现在是全球第一产油国，OPEC影响力越来越小，阿联酋都退群了，大家都要增产。
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2,546
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3
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1
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究极失眠患者
究极失眠患者
·
04-29
亚马逊 AWS最近几个季度在加速，广告也还行。但今晚四大巨头扎堆出，谁家的云要是跑输了，谁就得挨揍。贝索斯不在，看贾西能不能顶住。
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2,385
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","text":"海力士股价从低点翻了近两倍，追高的人心里也虚。一个说法是HBM还能继续涨价，另一个是涨价到头了。两边都有道理，信长期逻辑的就拿着，信周期的就减仓。反正我是底仓留着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565512074608920","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562951587402600,"gmtCreate":1778472129077,"gmtModify":1778472131634,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"以前看 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 就看USDC流通量，算储备利息。现在它手里有三张牌：货币、结算网络、AI支付标准。市场给这三样东西的估值根本不是一个数量级。等CPN和AI支付的收入写进财报，便宜的筹码就别想捡了。早期网络资产，不是等全验证了才涨。","listText":"以前看 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 就看USDC流通量，算储备利息。现在它手里有三张牌：货币、结算网络、AI支付标准。市场给这三样东西的估值根本不是一个数量级。等CPN和AI支付的收入写进财报，便宜的筹码就别想捡了。早期网络资产，不是等全验证了才涨。","text":"以前看 $Circle Internet Corp.(CRCL)$ 就看USDC流通量，算储备利息。现在它手里有三张牌：货币、结算网络、AI支付标准。市场给这三样东西的估值根本不是一个数量级。等CPN和AI支付的收入写进财报，便宜的筹码就别想捡了。早期网络资产，不是等全验证了才涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562951587402600","isVote":1,"tweetType":1,"viewCount":3049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561942059384928,"gmtCreate":1778225672233,"gmtModify":1778225674755,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 与IREN达成合作消息出来股价冲高回落，说明市场也在冷静算账。英伟达投了那么多上下游，短期账面上看不出回报，但长期看基础设施只会越来越稀缺。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 与IREN达成合作消息出来股价冲高回落，说明市场也在冷静算账。英伟达投了那么多上下游，短期账面上看不出回报，但长期看基础设施只会越来越稀缺。","text":"$英伟达(NVDA)$ 与IREN达成合作消息出来股价冲高回落，说明市场也在冷静算账。英伟达投了那么多上下游，短期账面上看不出回报，但长期看基础设施只会越来越稀缺。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561942059384928","isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561569863447392,"gmtCreate":1778134792083,"gmtModify":1778134794404,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 的AI芯片也拿到大单了，Meta、OpenAI都在用。性能追英伟达追得很紧，价格还便宜三成左右，性价比确实高。虽然暂时当不了老大，但抢一块大蛋糕没问题。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 的AI芯片也拿到大单了，Meta、OpenAI都在用。性能追英伟达追得很紧，价格还便宜三成左右，性价比确实高。虽然暂时当不了老大，但抢一块大蛋糕没问题。","text":"$美国超微公司(AMD)$ 的AI芯片也拿到大单了，Meta、OpenAI都在用。性能追英伟达追得很紧，价格还便宜三成左右，性价比确实高。虽然暂时当不了老大，但抢一块大蛋糕没问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561569863447392","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"content":"当不了老大就当老二，AI这行老二也能活得很滋润","text":"当不了老大就当老二，AI这行老二也能活得很滋润","html":"当不了老大就当老二，AI这行老二也能活得很滋润"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559460107776096,"gmtCreate":1777619727016,"gmtModify":1777619729699,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a> 不满足于只卖图纸了，开始往系统方案和完整芯片方向走。亚马逊AI芯片负责人也挖过去了。这条路要是走通，估值天花板能高一大截。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a> 不满足于只卖图纸了，开始往系统方案和完整芯片方向走。亚马逊AI芯片负责人也挖过去了。这条路要是走通，估值天花板能高一大截。","text":"$ARM Holdings(ARM)$ 不满足于只卖图纸了，开始往系统方案和完整芯片方向走。亚马逊AI芯片负责人也挖过去了。这条路要是走通，估值天花板能高一大截。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559460107776096","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559106693709848,"gmtCreate":1777533363810,"gmtModify":1777533366314,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 绝对算是全球AI算力龙头，数据中心订单排到2027年了，高毛利高净利，估值也回到了合理区间。短期就看财报和Blackwell交付，长期盯着AI资本开支和国产替代的博弈。适合当核心配置，不适合做短线。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 绝对算是全球AI算力龙头，数据中心订单排到2027年了，高毛利高净利，估值也回到了合理区间。短期就看财报和Blackwell交付，长期盯着AI资本开支和国产替代的博弈。适合当核心配置，不适合做短线。","text":"$英伟达(NVDA)$ 绝对算是全球AI算力龙头，数据中心订单排到2027年了，高毛利高净利，估值也回到了合理区间。短期就看财报和Blackwell交付，长期盯着AI资本开支和国产替代的博弈。适合当核心配置，不适合做短线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559106693709848","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559092364850016,"gmtCreate":1777529934028,"gmtModify":1777529936286,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 这次又在小扎的激进风格上砸钱，对AI的投入就像几年前搞元宇宙一样猛。元宇宙那波已经彻底输了，董事会也没拦住他。现在又在AI上孤注一掷，想扳回一局怕是也难。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 这次又在小扎的激进风格上砸钱，对AI的投入就像几年前搞元宇宙一样猛。元宇宙那波已经彻底输了，董事会也没拦住他。现在又在AI上孤注一掷，想扳回一局怕是也难。","text":"$Meta Platforms, Inc.(META)$ 这次又在小扎的激进风格上砸钱，对AI的投入就像几年前搞元宇宙一样猛。元宇宙那波已经彻底输了，董事会也没拦住他。现在又在AI上孤注一掷，想扳回一局怕是也难。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559092364850016","isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"content":"元宇宙烧掉几百亿，连个响都没听到。现在AI准备再烧一遍，股东心里苦","text":"元宇宙烧掉几百亿，连个响都没听到。现在AI准备再烧一遍，股东心里苦","html":"元宇宙烧掉几百亿，连个响都没听到。现在AI准备再烧一遍，股东心里苦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558758124642328,"gmtCreate":1777448263940,"gmtModify":1777448266527,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"别指望油价再涨了。伊朗搞事只是战略短视。美国现在是全球第一产油国，OPEC影响力越来越小，阿联酋都退群了，大家都要增产。","listText":"别指望油价再涨了。伊朗搞事只是战略短视。美国现在是全球第一产油国，OPEC影响力越来越小，阿联酋都退群了，大家都要增产。","text":"别指望油价再涨了。伊朗搞事只是战略短视。美国现在是全球第一产油国，OPEC影响力越来越小，阿联酋都退群了，大家都要增产。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/558758124642328","isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199367322537520","authorId":"4199367322537520","name":"飞起来君君","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4199367322537520","idStr":"4199367322537520"},"content":"哈哈，谁搞事都分不清，是非不分","text":"哈哈，谁搞事都分不清，是非不分","html":"哈哈，谁搞事都分不清，是非不分"},{"author":{"id":"3464346878835903","authorId":"3464346878835903","name":"孤独的狼1991","avatar":"https://static.tigerbbs.com/e59bd41880a23a1bd94e198770d49376","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3464346878835903","idStr":"3464346878835903"},"content":"现在主要是油运不出来","text":"现在主要是油运不出来","html":"现在主要是油运不出来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558757980472000,"gmtCreate":1777448234228,"gmtModify":1777448378463,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"亚马逊 AWS最近几个季度在加速，广告也还行。但今晚四大巨头扎堆出，谁家的云要是跑输了，谁就得挨揍。贝索斯不在，看贾西能不能顶住。","listText":"亚马逊 AWS最近几个季度在加速，广告也还行。但今晚四大巨头扎堆出，谁家的云要是跑输了，谁就得挨揍。贝索斯不在，看贾西能不能顶住。","text":"亚马逊 AWS最近几个季度在加速，广告也还行。但今晚四大巨头扎堆出，谁家的云要是跑输了，谁就得挨揍。贝索斯不在，看贾西能不能顶住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558757980472000","isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"content":"这轮财报就是云的排位赛，第二名以后都没有溢价","text":"这轮财报就是云的排位赛，第二名以后都没有溢价","html":"这轮财报就是云的排位赛，第二名以后都没有溢价"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}