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省心省力
省心省力
·
06-04 05:29
$美国超微公司(AMD)$
盘后走势每天都差不多。空头就等着成交量低的时候动手，想把价格打下来，让大家都害怕抛售。日复一日都是同样的套路。
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省心省力
省心省力
·
06-04 01:19
$美国超微公司(AMD)$
从这轮上涨开始，这些做空的人就进进出出好几天甚至几周了，都在试图抓顶，等大跌到250美元？真有意思。等市值到了1.5万亿美元然后拆股，你们会看到250到300美元的价格。祝那些想把自己包装成市场先知的人好运。
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2
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省心省力
省心省力
·
06-03
$英伟达(NVDA)$
2026年，英伟达向Marvel投资了20亿美元。两家公司在AI和芯片技术领域是合作伙伴。Marvel的成功，英伟达也能从中受益。
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263
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省心省力
省心省力
·
06-02
$Palantir Technologies Inc.(PLTR)$
老黄在 X 上提到，Palantir 将整合英伟达的技术，实现极大规模下的光速数据处理。这还只是开始。我的成本在21美元。
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566
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1
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省心省力
省心省力
·
05-31
$英伟达(NVDA)$
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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470
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省心省力
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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2,571
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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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787
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1
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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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170
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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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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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367
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盘后走势每天都差不多。空头就等着成交量低的时候动手，想把价格打下来，让大家都害怕抛售。日复一日都是同样的套路。","images":[{"img":"https://static.tigerbbs.com/146f17121e89dacf12f1e41b0d4a0301","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571504522846280","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":571456060843224,"gmtCreate":1780507153000,"gmtModify":1780562352012,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"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> 从这轮上涨开始，这些做空的人就进进出出好几天甚至几周了，都在试图抓顶，等大跌到250美元？真有意思。等市值到了1.5万亿美元然后拆股，你们会看到250到300美元的价格。祝那些想把自己包装成市场先知的人好运。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 从这轮上涨开始，这些做空的人就进进出出好几天甚至几周了，都在试图抓顶，等大跌到250美元？真有意思。等市值到了1.5万亿美元然后拆股，你们会看到250到300美元的价格。祝那些想把自己包装成市场先知的人好运。","text":"$美国超微公司(AMD)$ 从这轮上涨开始，这些做空的人就进进出出好几天甚至几周了，都在试图抓顶，等大跌到250美元？真有意思。等市值到了1.5万亿美元然后拆股，你们会看到250到300美元的价格。祝那些想把自己包装成市场先知的人好运。","images":[{"img":"https://static.tigerbbs.com/f2cf14ffa824021ce798c0c05a55879d","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/571456060843224","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"content":"市场见顶的时候，不缺乏你这种所谓的股神","text":"市场见顶的时候，不缺乏你这种所谓的股神","html":"市场见顶的时候，不缺乏你这种所谓的股神"},{"author":{"id":"4127464681554170","authorId":"4127464681554170","name":"兔子_2391","avatar":"https://static.tigerbbs.com/1801ad55b1a16a347d8272463494224a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4127464681554170","idStr":"4127464681554170"},"content":"大量期权看空等下个星期一吧，等美股开盘","text":"大量期权看空等下个星期一吧，等美股开盘","html":"大量期权看空等下个星期一吧，等美股开盘"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":571058581591200,"gmtCreate":1780438628000,"gmtModify":1780456151374,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 2026年，英伟达向Marvel投资了20亿美元。两家公司在AI和芯片技术领域是合作伙伴。Marvel的成功，英伟达也能从中受益。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 2026年，英伟达向Marvel投资了20亿美元。两家公司在AI和芯片技术领域是合作伙伴。Marvel的成功，英伟达也能从中受益。","text":"$英伟达(NVDA)$ 2026年，英伟达向Marvel投资了20亿美元。两家公司在AI和芯片技术领域是合作伙伴。Marvel的成功，英伟达也能从中受益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571058581591200","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570987045466232,"gmtCreate":1780409408000,"gmtModify":1780454290115,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>老黄在 X 上提到，Palantir 将整合英伟达的技术，实现极大规模下的光速数据处理。这还只是开始。我的成本在21美元。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>老黄在 X 上提到，Palantir 将整合英伟达的技术，实现极大规模下的光速数据处理。这还只是开始。我的成本在21美元。","text":"$Palantir Technologies Inc.(PLTR)$ 老黄在 X 上提到，Palantir 将整合英伟达的技术，实现极大规模下的光速数据处理。这还只是开始。我的成本在21美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570987045466232","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570342668140776,"gmtCreate":1780234687000,"gmtModify":1780295475593,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>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？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>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？","text":"$英伟达(NVDA)$ 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？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570342668140776","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569470271430824,"gmtCreate":1780022923000,"gmtModify":1780047951321,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<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。","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":"$美国超微公司(AMD)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569470271430824","isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566898688176472,"gmtCreate":1779407465000,"gmtModify":1779691488010,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010478","idStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </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。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </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":787,"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,"authorIdStr":"4198227008886052","idStr":"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,"authorIdStr":"10000000000010478","idStr":"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":170,"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,"authorIdStr":"10000000000010478","idStr":"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":432,"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,"authorIdStr":"10000000000010478","idStr":"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":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}