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省心省力
省心省力
·
05-31 21:38
$英伟达(NVDA)$
说实话，还有哪家市值5万亿美元的公司，敢在保持32倍市盈率的同时，还能以90%的速度增长？
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省心省力
·
05-29
$美国超微公司(AMD)$
戴尔被迫上调了预期，这其实在说AI服务器的浪潮还在扩大，而非收缩。路透社提到，戴尔将全年营收指引从1380-1420亿美元上调到了1650-1690亿美元，并将调整后每股收益指引从12.90美元提高到了17.90美元。戴尔刚刚向市场表明，AI基础设施的需求依然在爆发。这绝对会利好AMD。
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省心省力
省心省力
·
05-22
$美国超微公司(AMD)$
记得之前在机场酒吧，有位陌生朋友建议我多关注AMD。现在回想起来，还是得说声迟来的感谢。
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728
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省心省力
省心省力
·
05-22
$美国超微公司(AMD)$
AMD接下来应该会有不错的表现。收盘价会不会创个历史新高？保持关注。
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113
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省心省力
省心省力
·
05-22
$美国超微公司(AMD)$
在Agentic AI这个领域，我看下来AMD确实处于明确领先的位置。相比之下，Nvidia依赖的是性能相对较弱的ARM技术，还有那个Groc解决方案，感觉在大模型上的扩展性不会太好。
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396
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省心省力
省心省力
·
05-22
$Palantir Technologies Inc.(PLTR)$
最近日内交易挺活跃的。我感觉股价应该比现在高不少。
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219
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省心省力
省心省力
·
05-19
$英伟达(NVDA)$
空头们意识到市场已经连续第四年上涨了吗？时不时提醒他们一下多头为什么能拿得住，总是好的。
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324
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省心省力
·
05-18
$Palantir Technologies Inc.(PLTR)$
NOW——ServiceNow，这家号称全球最好的软件公司，股价居然跌了，看起来是个机会。PLTR也值得关注一下。
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1,190
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·
05-18
$美国超微公司(AMD)$
花旗的分析师提到，他们通过行业交流认为AMD可能拿下了Anthropic作为MI450 AI加速器的客户，预计AMD会在7月的Advancing AI活动上正式宣布。
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省心省力
·
05-17
$Palantir Technologies Inc.(PLTR)$
我注意到关于Palantir的负面文章比平时多了不少。这让我觉得股价可能会往150的水平走。
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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>戴尔被迫上调了预期，这其实在说AI服务器的浪潮还在扩大，而非收缩。路透社提到，戴尔将全年营收指引从1380-1420亿美元上调到了1650-1690亿美元，并将调整后每股收益指引从12.90美元提高到了17.90美元。戴尔刚刚向市场表明，AI基础设施的需求依然在爆发。这绝对会利好AMD。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>戴尔被迫上调了预期，这其实在说AI服务器的浪潮还在扩大，而非收缩。路透社提到，戴尔将全年营收指引从1380-1420亿美元上调到了1650-1690亿美元，并将调整后每股收益指引从12.90美元提高到了17.90美元。戴尔刚刚向市场表明，AI基础设施的需求依然在爆发。这绝对会利好AMD。","text":"$美国超微公司(AMD)$ 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</a>记得之前在机场酒吧，有位陌生朋友建议我多关注AMD。现在回想起来，还是得说声迟来的感谢。","text":"$美国超微公司(AMD)$ 记得之前在机场酒吧，有位陌生朋友建议我多关注AMD。现在回想起来，还是得说声迟来的感谢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/566898688176472","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"content":"2025年10月份，我推测2026年到350问题不大，同事不信，结果一路飞起来了，年底之前600还是很稳的，AMD就是第二个英伟达，未来市值最少2到3万亿","text":"2025年10月份，我推测2026年到350问题不大，同事不信，结果一路飞起来了，年底之前600还是很稳的，AMD就是第二个英伟达，未来市值最少2到3万亿","html":"2025年10月份，我推测2026年到350问题不大，同事不信，结果一路飞起来了，年底之前600还是很稳的，AMD就是第二个英伟达，未来市值最少2到3万亿"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566898750595360,"gmtCreate":1779404632000,"gmtModify":1779691447208,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD接下来应该会有不错的表现。收盘价会不会创个历史新高？保持关注。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD接下来应该会有不错的表现。收盘价会不会创个历史新高？保持关注。","text":"$美国超微公司(AMD)$ AMD接下来应该会有不错的表现。收盘价会不会创个历史新高？保持关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566898750595360","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566883668643848,"gmtCreate":1779396114000,"gmtModify":1779691092497,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 在Agentic AI这个领域，我看下来AMD确实处于明确领先的位置。相比之下，Nvidia依赖的是性能相对较弱的ARM技术，还有那个Groc解决方案，感觉在大模型上的扩展性不会太好。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 在Agentic AI这个领域，我看下来AMD确实处于明确领先的位置。相比之下，Nvidia依赖的是性能相对较弱的ARM技术，还有那个Groc解决方案，感觉在大模型上的扩展性不会太好。","text":"$美国超微公司(AMD)$ 在Agentic AI这个领域，我看下来AMD确实处于明确领先的位置。相比之下，Nvidia依赖的是性能相对较弱的ARM技术，还有那个Groc解决方案，感觉在大模型上的扩展性不会太好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566883668643848","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566992527347944,"gmtCreate":1779393746000,"gmtModify":1779691073547,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>最近日内交易挺活跃的。我感觉股价应该比现在高不少。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>最近日内交易挺活跃的。我感觉股价应该比现在高不少。","text":"$Palantir Technologies Inc.(PLTR)$ 最近日内交易挺活跃的。我感觉股价应该比现在高不少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566992527347944","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565840122786072,"gmtCreate":1779141975000,"gmtModify":1779176394916,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 空头们意识到市场已经连续第四年上涨了吗？时不时提醒他们一下多头为什么能拿得住，总是好的。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 空头们意识到市场已经连续第四年上涨了吗？时不时提醒他们一下多头为什么能拿得住，总是好的。","text":"$英伟达(NVDA)$ 空头们意识到市场已经连续第四年上涨了吗？时不时提醒他们一下多头为什么能拿得住，总是好的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565840122786072","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565658086039784,"gmtCreate":1779107125000,"gmtModify":1779175355914,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> NOW——ServiceNow，这家号称全球最好的软件公司，股价居然跌了，看起来是个机会。PLTR也值得关注一下。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> NOW——ServiceNow，这家号称全球最好的软件公司，股价居然跌了，看起来是个机会。PLTR也值得关注一下。","text":"$Palantir Technologies Inc.(PLTR)$ NOW——ServiceNow，这家号称全球最好的软件公司，股价居然跌了，看起来是个机会。PLTR也值得关注一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565658086039784","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565643482902872,"gmtCreate":1779106607000,"gmtModify":1779175336586,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>花旗的分析师提到，他们通过行业交流认为AMD可能拿下了Anthropic作为MI450 AI加速器的客户，预计AMD会在7月的Advancing AI活动上正式宣布。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>花旗的分析师提到，他们通过行业交流认为AMD可能拿下了Anthropic作为MI450 AI加速器的客户，预计AMD会在7月的Advancing AI活动上正式宣布。","text":"$美国超微公司(AMD)$ 花旗的分析师提到，他们通过行业交流认为AMD可能拿下了Anthropic作为MI450 AI加速器的客户，预计AMD会在7月的Advancing AI活动上正式宣布。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565643482902872","isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565363221221720,"gmtCreate":1779029864000,"gmtModify":1779085539408,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>我注意到关于Palantir的负面文章比平时多了不少。这让我觉得股价可能会往150的水平走。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>我注意到关于Palantir的负面文章比平时多了不少。这让我觉得股价可能会往150的水平走。","text":"$Palantir Technologies Inc.(PLTR)$ 我注意到关于Palantir的负面文章比平时多了不少。这让我觉得股价可能会往150的水平走。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/565363221221720","isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}