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你懂的盼
你懂的盼
·
05-19
SpaceX就快要上市了，估值干到快2万亿，星舰试飞也快了，这阵势不冲不行。RKLB、ASTS这些小弟肯定跟着喝汤。我现在就小仓位追一点，错了也认，万一对了就是大肉。
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你懂的盼
你懂的盼
·
05-11
$阿里巴巴(BABA)$
这周三就发财报了，市场最关注的就是云业务增速。大摩预期Q4增速能达到40%以上。AI相关收入已经连续八九个季度三位数增长，阿里云的牌面越来越硬。
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3,467
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你懂的盼
你懂的盼
·
05-08
$CoreWeave, Inc.(CRWV)$
财报看着挺分裂，营收涨得不错，订单也堆成山，结果利润微乎其微。钱全烧在扩产能上了，机房还没投产就开始交电费、租场地。市场没耐心等，盘后直接跌了，我感觉还能拿着看看。
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你懂的盼
你懂的盼
·
05-07
$英伟达(NVDA)$
还是AI这轮牛市的房东，但OpenAI、Anthropic要是上市了，等于租客也要挂牌开卖了。AI有没有未来这种讨论早过时了，现在要琢磨的是，产业链上谁更配享受高估值。
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1,537
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你懂的盼
你懂的盼
·
04-30
$英伟达(NVDA)$
财报已经出了，业绩还是那么硬，股价有点小波动，整体影响不大。AI算力需求根本挡不住，科技巨头们还在拼命砸钱。拿着英伟达的，今天应该都挺舒服。
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3,064
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你懂的盼
你懂的盼
·
04-30
$标普500(.SPX)$
离历史新高就差一口气，但涨得太急，市场广度在变差，机构也在悄悄出货。五月历来不好做，这位置追高性价比不高，等回踩再进更踏实。
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1,264
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你懂的盼
你懂的盼
·
04-23
总体来看，
$ServiceNow(NOW)$
确实比CRM、ADBE这类公司更受益于AI。明天是个上车机会，先开仓再说。
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1,342
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你懂的盼
你懂的盼
·
04-23
海力士刚开了电话会，说得直白：未来三年客户对HBM的需求远远超过我们能供的。DRAM和NAND供应增速都在掉，价格上行周期会比以前长得多。三星那边还掉链子了，下一代HBM量产推迟。对手拉胯，剩下几家更抢手。
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2,039
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你懂的盼
你懂的盼
·
04-23
$特斯拉(TSLA)$
今年花钱太猛了，比去年翻了好几倍。钱全砸进AI、无人出租车和机器人，烧钱换故事。赌对了封神，赌输了就惨了
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你懂的盼
你懂的盼
·
04-23
美股涨得猛，我不敢一把梭，只敢慢慢来。巴菲特手里捏着那么多现金，洛克菲勒1929年抛股票，李嘉诚卖地产，当时都没人理解。大佬都懂提前撤，普通人总想赚完最后一个铜板。
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还是AI这轮牛市的房东，但OpenAI、Anthropic要是上市了，等于租客也要挂牌开卖了。AI有没有未来这种讨论早过时了，现在要琢磨的是，产业链上谁更配享受高估值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561570319827648","isVote":1,"tweetType":1,"viewCount":1537,"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":"真正稀缺的不是模型，是算力。英伟达的估值还得往上调","text":"真正稀缺的不是模型，是算力。英伟达的估值还得往上调","html":"真正稀缺的不是模型，是算力。英伟达的估值还得往上调"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559106855743512,"gmtCreate":1777533403369,"gmtModify":1777533405724,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报已经出了，业绩还是那么硬，股价有点小波动，整体影响不大。AI算力需求根本挡不住，科技巨头们还在拼命砸钱。拿着英伟达的，今天应该都挺舒服。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报已经出了，业绩还是那么硬，股价有点小波动，整体影响不大。AI算力需求根本挡不住，科技巨头们还在拼命砸钱。拿着英伟达的，今天应该都挺舒服。","text":"$英伟达(NVDA)$ 财报已经出了，业绩还是那么硬，股价有点小波动，整体影响不大。AI算力需求根本挡不住，科技巨头们还在拼命砸钱。拿着英伟达的，今天应该都挺舒服。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/559106855743512","isVote":1,"tweetType":1,"viewCount":3064,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521131132868992","authorId":"3521131132868992","name":"一心想学好经济学的年轻人","avatar":"https://static.tigerbbs.com/6c4a599c60656899f961466213fa6b6d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3521131132868992","idStr":"3521131132868992"},"content":"哪出财报了，我咋没看见","text":"哪出财报了，我咋没看见","html":"哪出财报了，我咋没看见"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559091742691352,"gmtCreate":1777529713659,"gmtModify":1777529716053,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 离历史新高就差一口气，但涨得太急，市场广度在变差，机构也在悄悄出货。五月历来不好做，这位置追高性价比不高，等回踩再进更踏实。","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 离历史新高就差一口气，但涨得太急，市场广度在变差，机构也在悄悄出货。五月历来不好做，这位置追高性价比不高，等回踩再进更踏实。","text":"$标普500(.SPX)$ 离历史新高就差一口气，但涨得太急，市场广度在变差，机构也在悄悄出货。五月历来不好做，这位置追高性价比不高，等回踩再进更踏实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559091742691352","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556641162699456,"gmtCreate":1776931433014,"gmtModify":1776931435672,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"title":"","htmlText":"总体来看， <a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> 确实比CRM、ADBE这类公司更受益于AI。明天是个上车机会，先开仓再说。","listText":"总体来看， <a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> 确实比CRM、ADBE这类公司更受益于AI。明天是个上车机会，先开仓再说。","text":"总体来看， $ServiceNow(NOW)$ 确实比CRM、ADBE这类公司更受益于AI。明天是个上车机会，先开仓再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556641162699456","isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556640978170560,"gmtCreate":1776931387963,"gmtModify":1776931391109,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"title":"","htmlText":"海力士刚开了电话会，说得直白：未来三年客户对HBM的需求远远超过我们能供的。DRAM和NAND供应增速都在掉，价格上行周期会比以前长得多。三星那边还掉链子了，下一代HBM量产推迟。对手拉胯，剩下几家更抢手。","listText":"海力士刚开了电话会，说得直白：未来三年客户对HBM的需求远远超过我们能供的。DRAM和NAND供应增速都在掉，价格上行周期会比以前长得多。三星那边还掉链子了，下一代HBM量产推迟。对手拉胯，剩下几家更抢手。","text":"海力士刚开了电话会，说得直白：未来三年客户对HBM的需求远远超过我们能供的。DRAM和NAND供应增速都在掉，价格上行周期会比以前长得多。三星那边还掉链子了，下一代HBM量产推迟。对手拉胯，剩下几家更抢手。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556640978170560","isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556640236774240,"gmtCreate":1776931269947,"gmtModify":1776931272086,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"title":"","htmlText":"<a 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