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笑猫日记
笑猫日记
·
12-04 08:01
$谷歌(GOOG)$
数钞票的快乐果然经久不衰啊……（手动狗头）
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笑猫日记
笑猫日记
·
12-02
有些朋友总在质疑
$英伟达(NVDA)$
的走势，其实逻辑很简单：只要人工智能相关需求持续增长，这股票就不可能崩盘，长期来看只会继续攀升
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261
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笑猫日记
笑猫日记
·
11-28
关于
$谷歌(GOOG)$
的技术实力分析：虽然
$英伟达(NVDA)$
的市值很诱人，但这家搜索巨头才是真正的技术奠基者。当年OpenAI奠基论文可是
$谷歌(GOOG)$
研究院的手笔。TensorFlow框架的线性代数加速能力，配合自家TPU芯片的运算效率，在特定场景下甚至比
$英伟达(NVDA)$
的方案更丝滑。最近推出的Antigravity IDE虽然暂时还撼动不了
$微软(MSFT)$
的看家产品，但技术储备的厚度实在不容小觑。若人工智能赛道持续升温，这家拥有全栈技术矩阵的公司，或许会复制前辈们的成长轨迹。
看
560
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编组 21备份 2
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笑猫日记
笑猫日记
·
11-24
$谷歌(GOOG)$
谷歌的基本业务就是台印钞机，Gemini AI直接把ChatGPT甩开八条街，Waymo自动驾驶更是吊打
$特斯拉(TSLA)$
。现在特斯拉估值高得离谱，谷歌却还在低位蓄势待发。多头战士们冲鸭！投资有风险记得自己研究。
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2,759
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笑猫日记
笑猫日记
·
11-20
$谷歌(GOOG)$
过去六个月月均涨幅13%，年底前摸到350刀毫无悬念。财报利好再助推一波，十周内冲击400刀轻轻松松，33%的上涨空间唾手可得。
看
315
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笑猫日记
笑猫日记
·
11-11
$谷歌(GOOG)$
Coreweave业绩一飞冲天，不仅碾压预期，还宣布明年资本支出要翻倍搞基建，这波操作至少能持续到2027年，大部分资源都会砸在推理业务上。至于
$谷歌A(GOOGL)$
，这市值冲4万亿美元还不是手到擒来？股价350指日可待！
看
1,373
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笑猫日记
笑猫日记
·
11-11
投资就要选自己天天用还看得懂的标的，
$谷歌(GOOG)$
绝对当仁不让，堪称美股七巨头里的扛把子。
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422
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编组 21备份 2
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笑猫日记
笑猫日记
·
11-11
$谷歌(GOOG)$
贝莱德老将Rick Rieder拍胸脯保证，眼下根本看不到公开市场有过热迹象。像
$微软(MSFT)$
、
$Meta Platforms, Inc.(META)$
、
$谷歌A(GOOGL)$
这些站在AI风口浪尖的科技巨头，背后可都是实打实的业绩支撑，绝非空中楼阁。
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1,480
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笑猫日记
笑猫日记
·
10-29
$谷歌(GOOG)$
$谷歌A(GOOGL)$
的股东权益回报率居然吊打
$微软(MSFT)$
，负债率更是只有微软的三分之一，这差距简直是小巫见大巫。
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1,165
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笑猫日记
笑猫日记
·
10-27
$特斯拉(TSLA)$
简直就是股市里的比特币...谁还在乎市盈率市销率这些老黄历...这货永远涨涨涨
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642
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数钞票的快乐果然经久不衰啊……（手动狗头）","images":[{"img":"https://static.tigerbbs.com/729fd6fb19bb042f7e0783f0152cd9eb","width":"500","height":"289"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507021697552536","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":506570224160872,"gmtCreate":1764687847000,"gmtModify":1764750960779,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"themes":[],"title":"","htmlText":"有些朋友总在质疑<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的走势，其实逻辑很简单：只要人工智能相关需求持续增长，这股票就不可能崩盘，长期来看只会继续攀升","listText":"有些朋友总在质疑<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的走势，其实逻辑很简单：只要人工智能相关需求持续增长，这股票就不可能崩盘，长期来看只会继续攀升","text":"有些朋友总在质疑$英伟达(NVDA)$ 的走势，其实逻辑很简单：只要人工智能相关需求持续增长，这股票就不可能崩盘，长期来看只会继续攀升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506570224160872","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504840664989768,"gmtCreate":1764266619000,"gmtModify":1764350697644,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"themes":[],"title":"","htmlText":"关于<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>的技术实力分析：虽然<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的市值很诱人，但这家搜索巨头才是真正的技术奠基者。当年OpenAI奠基论文可是<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>研究院的手笔。TensorFlow框架的线性代数加速能力，配合自家TPU芯片的运算效率，在特定场景下甚至比<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的方案更丝滑。最近推出的Antigravity IDE虽然暂时还撼动不了<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>的看家产品，但技术储备的厚度实在不容小觑。若人工智能赛道持续升温，这家拥有全栈技术矩阵的公司，或许会复制前辈们的成长轨迹。","listText":"关于<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>的技术实力分析：虽然<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的市值很诱人，但这家搜索巨头才是真正的技术奠基者。当年OpenAI奠基论文可是<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>研究院的手笔。TensorFlow框架的线性代数加速能力，配合自家TPU芯片的运算效率，在特定场景下甚至比<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的方案更丝滑。最近推出的Antigravity IDE虽然暂时还撼动不了<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>的看家产品，但技术储备的厚度实在不容小觑。若人工智能赛道持续升温，这家拥有全栈技术矩阵的公司，或许会复制前辈们的成长轨迹。","text":"关于$谷歌(GOOG)$ 的技术实力分析：虽然$英伟达(NVDA)$ 的市值很诱人，但这家搜索巨头才是真正的技术奠基者。当年OpenAI奠基论文可是$谷歌(GOOG)$ 研究院的手笔。TensorFlow框架的线性代数加速能力，配合自家TPU芯片的运算效率，在特定场景下甚至比$英伟达(NVDA)$ 的方案更丝滑。最近推出的Antigravity IDE虽然暂时还撼动不了$微软(MSFT)$ 的看家产品，但技术储备的厚度实在不容小觑。若人工智能赛道持续升温，这家拥有全栈技术矩阵的公司，或许会复制前辈们的成长轨迹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504840664989768","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503529351954608,"gmtCreate":1763948085000,"gmtModify":1763965659395,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>谷歌的基本业务就是台印钞机，Gemini AI直接把ChatGPT甩开八条街，Waymo自动驾驶更是吊打<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>。现在特斯拉估值高得离谱，谷歌却还在低位蓄势待发。多头战士们冲鸭！投资有风险记得自己研究。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>谷歌的基本业务就是台印钞机，Gemini AI直接把ChatGPT甩开八条街，Waymo自动驾驶更是吊打<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>。现在特斯拉估值高得离谱，谷歌却还在低位蓄势待发。多头战士们冲鸭！投资有风险记得自己研究。","text":"$谷歌(GOOG)$ 谷歌的基本业务就是台印钞机，Gemini AI直接把ChatGPT甩开八条街，Waymo自动驾驶更是吊打$特斯拉(TSLA)$ 。现在特斯拉估值高得离谱，谷歌却还在低位蓄势待发。多头战士们冲鸭！投资有风险记得自己研究。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503529351954608","isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502230416621744,"gmtCreate":1763611267000,"gmtModify":1763646799956,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>过去六个月月均涨幅13%，年底前摸到350刀毫无悬念。财报利好再助推一波，十周内冲击400刀轻轻松松，33%的上涨空间唾手可得。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>过去六个月月均涨幅13%，年底前摸到350刀毫无悬念。财报利好再助推一波，十周内冲击400刀轻轻松松，33%的上涨空间唾手可得。","text":"$谷歌(GOOG)$ 过去六个月月均涨幅13%，年底前摸到350刀毫无悬念。财报利好再助推一波，十周内冲击400刀轻轻松松，33%的上涨空间唾手可得。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502230416621744","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498961814548728,"gmtCreate":1762813976000,"gmtModify":1762848938504,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Coreweave业绩一飞冲天，不仅碾压预期，还宣布明年资本支出要翻倍搞基建，这波操作至少能持续到2027年，大部分资源都会砸在推理业务上。至于<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>，这市值冲4万亿美元还不是手到擒来？股价350指日可待！","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Coreweave业绩一飞冲天，不仅碾压预期，还宣布明年资本支出要翻倍搞基建，这波操作至少能持续到2027年，大部分资源都会砸在推理业务上。至于<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>，这市值冲4万亿美元还不是手到擒来？股价350指日可待！","text":"$谷歌(GOOG)$ Coreweave业绩一飞冲天，不仅碾压预期，还宣布明年资本支出要翻倍搞基建，这波操作至少能持续到2027年，大部分资源都会砸在推理业务上。至于$谷歌A(GOOGL)$ ，这市值冲4万亿美元还不是手到擒来？股价350指日可待！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498961814548728","isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498975575732488,"gmtCreate":1762799790000,"gmtModify":1762848772600,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"themes":[],"htmlText":"投资就要选自己天天用还看得懂的标的，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>绝对当仁不让，堪称美股七巨头里的扛把子。","listText":"投资就要选自己天天用还看得懂的标的，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>绝对当仁不让，堪称美股七巨头里的扛把子。","text":"投资就要选自己天天用还看得懂的标的，$谷歌(GOOG)$ 绝对当仁不让，堪称美股七巨头里的扛把子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498975575732488","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498990766035192,"gmtCreate":1762799558000,"gmtModify":1762848772648,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>贝莱德老将Rick Rieder拍胸脯保证，眼下根本看不到公开市场有过热迹象。像<a 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