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微微流年
微微流年
·
04-21 11:47
库克终于要退了，但没走远，转做执行董事长。新CEO是干了25年的硬件老兵，
$苹果(AAPL)$
挺多产品都是他带出来的。苹果不跟别人卷大模型，而是要把AI塞进硬件里。50岁正当年，感觉还能稳住十年。
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微微流年
微微流年
·
04-21 11:46
$英特尔(INTC)$
这次财报，最关键的还是指引。上季度供应受限，这季度需求应该能跟上。 现在市场预期很低，反而容易超预期。一旦达标，就是利好出尽变利好。
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微微流年
微微流年
·
04-09
$MINIMAX-WP(00100)$
太扣了，模型参数做太小，企业客户一用就崩，根本跑不起来。基模也没好好积累，光在那小打小闹。反观智谱，一直埋头搞基模，不计成本地砸，看着倔，反而成了好事。现在GLM-5.1出来，性能强得很，企业抢着用。AI这行，真不能太抠门。
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微微流年
微微流年
·
04-09
$Meta Platforms, Inc.(META)$
的AI模型是不错，可惜闭源了。以前Llama随便下，现在还行吗？商业化了是好事，就怕步子迈太大。先观察观察，别急着追高。
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微微流年
微微流年
·
04-09
在美国人眼里，停战谈判就是中场休息，不是结束。历史上就有过类似情况，打了几个月开始谈，结果边谈边打拖了两年，每次都是他们先说不打了，谈完又动手。所以咱们心里也得有数，别对那黄毛抱啥幻想，原油还得涨。
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微微流年
微微流年
·
04-09
川普果然又在画线了：停火协议撑了不到20个小时就作废，昨晚纳指高开低走，还真是有先见之明。市场又得重新调整，还不知道要调多久。现在还能买什么？好像只有跟“光”沾边的才有戏，其他都没什么持续性。追光可以，别追高，不然照样被套。
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微微流年
微微流年
·
04-01
$迈威尔科技(MRVL)$
Marvell这波被英伟达看上，股价直接冲了。这20亿美元不只是钱，是背书。之前数据中心业务让人有点担心，现在英伟达一拉，等于告诉市场他们现在是一家人。合作内容也实在，XPU、硅光子、电信AI-RAN全打包进去。光模块CPO这条线最近正好是热点，英伟达这波进场，等于给整个赛道加了把火。
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微微流年
微微流年
·
04-01
$美光科技(MU)$
这个月跌得挺惨的，我说实话，存储这东西周期属性太强，股价从来都是先于行业见顶。美光业绩再好，市场也早就不认了，利好打完了，加上资本开又大，其实就是见顶信号。这轮存储涨了这么久，价格也松动了，现在进去风险比机会大。再等等吧，等跌透了再说。
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微微流年
微微流年
·
04-01
黄金今天跟着反弹了，原油一跌，市场情绪稳了，黄金就涨。但说实话，这涨得我心里没底。老巴都说美股这调整才哪到哪，不急着抄底。黄金也一样，这种消息驱动的反弹，能走多远？今天涨得猛，反而得多个心眼。手里有的拿住就行，想追高的还是等等，等这波情绪消化完再说。
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微微流年
微微流年
·
04-01
$纳斯达克(.IXIC)$
现在这个估值，确实谈不上便宜。科技股整体还在历史中枢偏上的位置，AI那边怎么赚钱还没完全看清楚。这时候还是要保持警惕，有的拿住就行了，别想着抄底。
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现在市场预期很低，反而容易超预期。一旦达标，就是利好出尽变利好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555960985367360","isVote":1,"tweetType":1,"viewCount":150,"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":"市场预期已经低到尘埃里，达标就是惊喜，惊喜就是利好，利好就是涨[财迷][财迷]","text":"市场预期已经低到尘埃里，达标就是惊喜，惊喜就是利好，利好就是涨[财迷][财迷]","html":"市场预期已经低到尘埃里，达标就是惊喜，惊喜就是利好，利好就是涨[财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551654608400424,"gmtCreate":1775718266943,"gmtModify":1775718503414,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"themes":[],"title":"","htmlText":"<a 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太扣了，模型参数做太小，企业客户一用就崩，根本跑不起来。基模也没好好积累，光在那小打小闹。反观智谱，一直埋头搞基模，不计成本地砸，看着倔，反而成了好事。现在GLM-5.1出来，性能强得很，企业抢着用。AI这行，真不能太抠门。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551654608400424","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551654356934816,"gmtCreate":1775718212274,"gmtModify":1775718481585,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 的AI模型是不错，可惜闭源了。以前Llama随便下，现在还行吗？商业化了是好事，就怕步子迈太大。先观察观察，别急着追高。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, 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