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价值大作手
价值大作手
·
05-29 04:30
$英伟达(NVDA)$
苹果批准英伟达为谷歌云提供 Siri 服务。我看这算是个标杆事件了。
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价值大作手
价值大作手
·
05-28 02:16
$美国超微公司(AMD)$
这感觉就像看着自家孩子成长一样。真为你骄傲，AMD。
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价值大作手
价值大作手
·
05-27
$美国超微公司(AMD)$
AMD正式成为500美元级别的股票，接下来会涨到600美元以解锁Meta和OpenAI的所有权，然后冲向1000美元。
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价值大作手
价值大作手
·
05-24
$美国超微公司(AMD)$
我觉得我们可能快迎来一次不错的拆股了，至少是4比1，这样对散户投资者会更有吸引力。如果能像英伟达那样来个10比1，那就更好了。这只是我个人的一个想法。
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价值大作手
价值大作手
·
05-21
$美国超微公司(AMD)$
我看这个转向智能体AI和推理的趋势，正好对上了AMD的强项。首先，这两者都需要更高的CPU对GPU比例：训练大概是1比8，推理是1比4，而智能体AI要到1比1。AMD在高性能数据中心CPU市场是领先者，所以这对公司来说是个大利好。除此之外，数据中心CPU的价格应该也会上涨，因为智能体AI需要更多核心，这可能会推高价格。
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价值大作手
价值大作手
·
05-18
$美国超微公司(AMD)$
我倒是觉得AMD今年涨到每股1000美元也不是没可能，眼光别太短浅了。
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价值大作手
价值大作手
·
05-15
$美国超微公司(AMD)$
我看AMD的服务器CPU份额又创纪录了，达到了46.2%，英特尔那边还在失守。
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价值大作手
价值大作手
·
05-14
$美国超微公司(AMD)$
空头就是不长记性。对INTC来说，短期回调就是机会，看到600美元以上。短期目标看到165到180美元。把AI革命跟互联网泡沫破裂相提并论，这种类比太牵强了。说实话，有点可笑。
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价值大作手
价值大作手
·
05-13
$美国超微公司(AMD)$
我觉得近期的投资者会议，应该能推动股价到历史新高。
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146
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价值大作手
·
05-13
$美国超微公司(AMD)$
苏妈提到增速至少 35%。他们既有推理能力，又有最好的 CPU。而且还能整合 GPU、CPU 和 APU。这有啥好担心的？
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 苹果批准英伟达为谷歌云提供 Siri 服务。我看这算是个标杆事件了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 苹果批准英伟达为谷歌云提供 Siri 服务。我看这算是个标杆事件了。","text":"$英伟达(NVDA)$ 苹果批准英伟达为谷歌云提供 Siri 服务。我看这算是个标杆事件了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569395849814288","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569096137093392,"gmtCreate":1779905797000,"gmtModify":1779950985925,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"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> 这感觉就像看着自家孩子成长一样。真为你骄傲，AMD。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 这感觉就像看着自家孩子成长一样。真为你骄傲，AMD。","text":"$美国超微公司(AMD)$ 这感觉就像看着自家孩子成长一样。真为你骄傲，AMD。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569096137093392","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568638556897352,"gmtCreate":1779824575000,"gmtModify":1779851377224,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"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> AMD正式成为500美元级别的股票，接下来会涨到600美元以解锁Meta和OpenAI的所有权，然后冲向1000美元。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> AMD正式成为500美元级别的股票，接下来会涨到600美元以解锁Meta和OpenAI的所有权，然后冲向1000美元。","text":"$美国超微公司(AMD)$ AMD正式成为500美元级别的股票，接下来会涨到600美元以解锁Meta和OpenAI的所有权，然后冲向1000美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/568638556897352","isVote":1,"tweetType":1,"viewCount":3170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499904129224972","authorId":"3499904129224972","name":"花瓶上的碎片","avatar":"https://static.tigerbbs.com/ed5b5e9d2c8ed1373d68ca71ebd51923","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3499904129224972","idStr":"3499904129224972"},"content":"然后两千美元，然后一拆十，然后重新来过，想想多么的美好。","text":"然后两千美元，然后一拆十，然后重新来过，想想多么的美好。","html":"然后两千美元，然后一拆十，然后重新来过，想想多么的美好。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567834442109000,"gmtCreate":1779628993000,"gmtModify":1779692063742,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我觉得我们可能快迎来一次不错的拆股了，至少是4比1，这样对散户投资者会更有吸引力。如果能像英伟达那样来个10比1，那就更好了。这只是我个人的一个想法。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我觉得我们可能快迎来一次不错的拆股了，至少是4比1，这样对散户投资者会更有吸引力。如果能像英伟达那样来个10比1，那就更好了。这只是我个人的一个想法。","text":"$美国超微公司(AMD)$ 我觉得我们可能快迎来一次不错的拆股了，至少是4比1，这样对散户投资者会更有吸引力。如果能像英伟达那样来个10比1，那就更好了。这只是我个人的一个想法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/567834442109000","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499904129224972","authorId":"3499904129224972","name":"花瓶上的碎片","avatar":"https://static.tigerbbs.com/ed5b5e9d2c8ed1373d68ca71ebd51923","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3499904129224972","idStr":"3499904129224972"},"content":"想过，一千吧一拆十，多么的可观。","text":"想过，一千吧一拆十，多么的可观。","html":"想过，一千吧一拆十，多么的可观。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566500091367704,"gmtCreate":1779299789000,"gmtModify":1779329306798,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我看这个转向智能体AI和推理的趋势，正好对上了AMD的强项。首先，这两者都需要更高的CPU对GPU比例：训练大概是1比8，推理是1比4，而智能体AI要到1比1。AMD在高性能数据中心CPU市场是领先者，所以这对公司来说是个大利好。除此之外，数据中心CPU的价格应该也会上涨，因为智能体AI需要更多核心，这可能会推高价格。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我看这个转向智能体AI和推理的趋势，正好对上了AMD的强项。首先，这两者都需要更高的CPU对GPU比例：训练大概是1比8，推理是1比4，而智能体AI要到1比1。AMD在高性能数据中心CPU市场是领先者，所以这对公司来说是个大利好。除此之外，数据中心CPU的价格应该也会上涨，因为智能体AI需要更多核心，这可能会推高价格。","text":"$美国超微公司(AMD)$ 我看这个转向智能体AI和推理的趋势，正好对上了AMD的强项。首先，这两者都需要更高的CPU对GPU比例：训练大概是1比8，推理是1比4，而智能体AI要到1比1。AMD在高性能数据中心CPU市场是领先者，所以这对公司来说是个大利好。除此之外，数据中心CPU的价格应该也会上涨，因为智能体AI需要更多核心，这可能会推高价格。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566500091367704","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565676549103960,"gmtCreate":1779112620000,"gmtModify":1779175522437,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我倒是觉得AMD今年涨到每股1000美元也不是没可能，眼光别太短浅了。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我倒是觉得AMD今年涨到每股1000美元也不是没可能，眼光别太短浅了。","text":"$美国超微公司(AMD)$ 我倒是觉得AMD今年涨到每股1000美元也不是没可能，眼光别太短浅了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565676549103960","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564452768334184,"gmtCreate":1778810216000,"gmtModify":1778827328192,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我看AMD的服务器CPU份额又创纪录了，达到了46.2%，英特尔那边还在失守。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我看AMD的服务器CPU份额又创纪录了，达到了46.2%，英特尔那边还在失守。","text":"$美国超微公司(AMD)$ 我看AMD的服务器CPU份额又创纪录了，达到了46.2%，英特尔那边还在失守。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564452768334184","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564083362627816,"gmtCreate":1778713150000,"gmtModify":1778753440656,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>空头就是不长记性。对INTC来说，短期回调就是机会，看到600美元以上。短期目标看到165到180美元。把AI革命跟互联网泡沫破裂相提并论，这种类比太牵强了。说实话，有点可笑。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>空头就是不长记性。对INTC来说，短期回调就是机会，看到600美元以上。短期目标看到165到180美元。把AI革命跟互联网泡沫破裂相提并论，这种类比太牵强了。说实话，有点可笑。","text":"$美国超微公司(AMD)$ 空头就是不长记性。对INTC来说，短期回调就是机会，看到600美元以上。短期目标看到165到180美元。把AI革命跟互联网泡沫破裂相提并论，这种类比太牵强了。说实话，有点可笑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564083362627816","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563755647103320,"gmtCreate":1778639516000,"gmtModify":1778753564640,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我觉得近期的投资者会议，应该能推动股价到历史新高。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>我觉得近期的投资者会议，应该能推动股价到历史新高。","text":"$美国超微公司(AMD)$ 我觉得近期的投资者会议，应该能推动股价到历史新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563755647103320","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563667757236248,"gmtCreate":1778615655000,"gmtModify":1778753520006,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/72b9afa3888daec7227b86b838aa48ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>苏妈提到增速至少 35%。他们既有推理能力，又有最好的 CPU。而且还能整合 GPU、CPU 和 APU。这有啥好担心的？","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>苏妈提到增速至少 35%。他们既有推理能力，又有最好的 CPU。而且还能整合 GPU、CPU 和 APU。这有啥好担心的？","text":"$美国超微公司(AMD)$ 苏妈提到增速至少 35%。他们既有推理能力，又有最好的 CPU。而且还能整合 GPU、CPU 和 APU。这有啥好担心的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563667757236248","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}