社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
蚍蜉先撼小树
期待通过美股投资实现个人财务目标
IP属地：未知
+关注
帖子 · 75
帖子 · 75
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
蚍蜉先撼小树
蚍蜉先撼小树
·
05-14
$英伟达(NVDA)$
涨得猛，但钱已经开始往外流了。存储、光模块、半导体设备这些，最近涨得比英伟达还疯。这个位置减点仓，去配点补涨的板块，分散一下风险更踏实。
看
1,183
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
05-11
AI是这次
$腾讯控股(00700)$
财报最大看点。Hy3模型出来后调用量冲得猛，混元3.0和微信AI智能体如果落地节奏超预期，市场对腾讯的估值逻辑就得重算。
看
1,712
回复
2
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
05-11
$英特尔(INTC)$
股价翻着倍涨，CPU突然又香了。以前AI只看显卡，现在智能体干活全靠CPU调度，需求一下爆了。这波翻身仗打得漂亮。
看
2,262
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
05-08
$CoreWeave, Inc.(CRWV)$
本质上就是借钱买芯片，再租出去。利息支出太大，占了营收一大块。只要融资成本稍微涨一点，利润就被吃掉。这种高杠杆游戏，玩得转就是赚，玩不转就是坑。求稳的人，就不用一直盯着看了。
看
2,261
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
05-07
英伟达跟康宁合作，砸钱扩产光纤。
$康宁(GLW)$
股价直接涨飞了。英伟达这是在提前占坑，生怕以后光模块不够用。
看
2,670
回复
1
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
05-06
$美国超微公司(AMD)$
现在唯一的问题就是产能不够。台积电那边排着队，AMD的货供不应求。但越缺货，定价权就越强，利润空间反而更大。这种紧缺状态持续得越久，股价越能扛。
看
1,104
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
05-01
折叠屏iPhone下半年就要亮相了，市场期待值很高。以
$苹果(AAPL)$
对硬件打磨的功底，只要拿出产品就能带动新一轮换机潮。这份财报的底气，加上折叠屏的想象力，跟我一样拿着苹果的可以松一口气了。
看
1,220
回复
1
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
04-30
$希捷科技(STX)$
这次业绩超预期，下季度的指引也给得很高。关键是未来几年的产能都卖得差不多了，客户抢着把货都订了。一个传统硬盘公司都能这么猛，存储这景气度确实不一般。
看
1,362
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
04-23
$IBM(IBM)$
营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？
看
2,012
回复
1
点赞
点赞
编组 21备份 2
分享
举报
蚍蜉先撼小树
蚍蜉先撼小树
·
04-23
没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。
看
815
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"10000000000010340","uuid":"10000000000010340","gmtCreate":1664443968896,"gmtModify":1680076396644,"name":"蚍蜉先撼小树","pinyin":"pfxhxspifuxianhanxiaoshu","introduction":"q","introductionEn":"","signature":"期待通过美股投资实现个人财务目标","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":15,"headSize":21,"tweetSize":75,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":564142804824072,"gmtCreate":1778741545794,"gmtModify":1778741548103,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨得猛，但钱已经开始往外流了。存储、光模块、半导体设备这些，最近涨得比英伟达还疯。这个位置减点仓，去配点补涨的板块，分散一下风险更踏实。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨得猛，但钱已经开始往外流了。存储、光模块、半导体设备这些，最近涨得比英伟达还疯。这个位置减点仓，去配点补涨的板块，分散一下风险更踏实。","text":"$英伟达(NVDA)$ 涨得猛，但钱已经开始往外流了。存储、光模块、半导体设备这些，最近涨得比英伟达还疯。这个位置减点仓，去配点补涨的板块，分散一下风险更踏实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564142804824072","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562983819059224,"gmtCreate":1778479927616,"gmtModify":1778480156390,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"AI是这次 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 财报最大看点。Hy3模型出来后调用量冲得猛，混元3.0和微信AI智能体如果落地节奏超预期，市场对腾讯的估值逻辑就得重算。","listText":"AI是这次 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 财报最大看点。Hy3模型出来后调用量冲得猛，混元3.0和微信AI智能体如果落地节奏超预期，市场对腾讯的估值逻辑就得重算。","text":"AI是这次 $腾讯控股(00700)$ 财报最大看点。Hy3模型出来后调用量冲得猛，混元3.0和微信AI智能体如果落地节奏超预期，市场对腾讯的估值逻辑就得重算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/562983819059224","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"content":"做不出来废物跌，做的勉强还行 无用浪费钱 跌，没有涨的理由","text":"做不出来废物跌，做的勉强还行 无用浪费钱 跌，没有涨的理由","html":"做不出来废物跌，做的勉强还行 无用浪费钱 跌，没有涨的理由"},{"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":"没用成本支出过大，跌","text":"没用成本支出过大，跌","html":"没用成本支出过大，跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562950439251992,"gmtCreate":1778471778249,"gmtModify":1778471780517,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 股价翻着倍涨，CPU突然又香了。以前AI只看显卡，现在智能体干活全靠CPU调度，需求一下爆了。这波翻身仗打得漂亮。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 股价翻着倍涨，CPU突然又香了。以前AI只看显卡，现在智能体干活全靠CPU调度，需求一下爆了。这波翻身仗打得漂亮。","text":"$英特尔(INTC)$ 股价翻着倍涨，CPU突然又香了。以前AI只看显卡，现在智能体干活全靠CPU调度，需求一下爆了。这波翻身仗打得漂亮。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562950439251992","isVote":1,"tweetType":1,"viewCount":2262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561942700352192,"gmtCreate":1778225753730,"gmtModify":1778225756504,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 本质上就是借钱买芯片，再租出去。利息支出太大，占了营收一大块。只要融资成本稍微涨一点，利润就被吃掉。这种高杠杆游戏，玩得转就是赚，玩不转就是坑。求稳的人，就不用一直盯着看了。","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 本质上就是借钱买芯片，再租出去。利息支出太大，占了营收一大块。只要融资成本稍微涨一点，利润就被吃掉。这种高杠杆游戏，玩得转就是赚，玩不转就是坑。求稳的人，就不用一直盯着看了。","text":"$CoreWeave, Inc.(CRWV)$ 本质上就是借钱买芯片，再租出去。利息支出太大，占了营收一大块。只要融资成本稍微涨一点，利润就被吃掉。这种高杠杆游戏，玩得转就是赚，玩不转就是坑。求稳的人，就不用一直盯着看了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561942700352192","isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561570536587296,"gmtCreate":1778134890556,"gmtModify":1778134893410,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"英伟达跟康宁合作，砸钱扩产光纤。 <a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> 股价直接涨飞了。英伟达这是在提前占坑，生怕以后光模块不够用。","listText":"英伟达跟康宁合作，砸钱扩产光纤。 <a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> 股价直接涨飞了。英伟达这是在提前占坑，生怕以后光模块不够用。","text":"英伟达跟康宁合作，砸钱扩产光纤。 $康宁(GLW)$ 股价直接涨飞了。英伟达这是在提前占坑，生怕以后光模块不够用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561570536587296","isVote":1,"tweetType":1,"viewCount":2670,"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,"idStr":"10000000000010342","authorIdStr":"10000000000010342"},"content":"康宁涨是因为终于有人愿意为基础设施买单了","text":"康宁涨是因为终于有人愿意为基础设施买单了","html":"康宁涨是因为终于有人愿意为基础设施买单了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561179256627904,"gmtCreate":1778039366102,"gmtModify":1778039369090,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 现在唯一的问题就是产能不够。台积电那边排着队，AMD的货供不应求。但越缺货，定价权就越强，利润空间反而更大。这种紧缺状态持续得越久，股价越能扛。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 现在唯一的问题就是产能不够。台积电那边排着队，AMD的货供不应求。但越缺货，定价权就越强，利润空间反而更大。这种紧缺状态持续得越久，股价越能扛。","text":"$美国超微公司(AMD)$ 现在唯一的问题就是产能不够。台积电那边排着队，AMD的货供不应求。但越缺货，定价权就越强，利润空间反而更大。这种紧缺状态持续得越久，股价越能扛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561179256627904","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559460653400088,"gmtCreate":1777619779750,"gmtModify":1777619782675,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"折叠屏iPhone下半年就要亮相了，市场期待值很高。以 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 对硬件打磨的功底，只要拿出产品就能带动新一轮换机潮。这份财报的底气，加上折叠屏的想象力，跟我一样拿着苹果的可以松一口气了。","listText":"折叠屏iPhone下半年就要亮相了，市场期待值很高。以 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 对硬件打磨的功底，只要拿出产品就能带动新一轮换机潮。这份财报的底气，加上折叠屏的想象力，跟我一样拿着苹果的可以松一口气了。","text":"折叠屏iPhone下半年就要亮相了，市场期待值很高。以 $苹果(AAPL)$ 对硬件打磨的功底，只要拿出产品就能带动新一轮换机潮。这份财报的底气，加上折叠屏的想象力，跟我一样拿着苹果的可以松一口气了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559460653400088","isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"内存成本抬高，定价不会便宜，没戏","text":"内存成本抬高，定价不会便宜，没戏","html":"内存成本抬高，定价不会便宜，没戏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559091857416896,"gmtCreate":1777529747154,"gmtModify":1777529749833,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> 这次业绩超预期，下季度的指引也给得很高。关键是未来几年的产能都卖得差不多了，客户抢着把货都订了。一个传统硬盘公司都能这么猛，存储这景气度确实不一般。","listText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> 这次业绩超预期，下季度的指引也给得很高。关键是未来几年的产能都卖得差不多了，客户抢着把货都订了。一个传统硬盘公司都能这么猛，存储这景气度确实不一般。","text":"$希捷科技(STX)$ 这次业绩超预期，下季度的指引也给得很高。关键是未来几年的产能都卖得差不多了，客户抢着把货都订了。一个传统硬盘公司都能这么猛，存储这景气度确实不一般。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559091857416896","isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556641760432224,"gmtCreate":1776931653934,"gmtModify":1776931656660,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？","listText":"<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？","text":"$IBM(IBM)$ 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556641760432224","isVote":1,"tweetType":1,"viewCount":2012,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"content":"软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了","text":"软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了","html":"软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556641362404200,"gmtCreate":1776931546802,"gmtModify":1776931549408,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。","listText":"没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。","text":"没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556641362404200","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}