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价值大作手
价值大作手
·
04-10
$英伟达(NVDA)$
英伟达的芯片是市场上最好的，这点从来不是问题。唯一的问题在于竞争对手能否跟上。英伟达领先了一代，这相当于两到三年的优势。
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编组 21备份 2
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价值大作手
价值大作手
·
04-08
$美国超微公司(AMD)$
今天一片绿，真漂亮！努力再次得到验证。
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255
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编组 21备份 2
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价值大作手
价值大作手
·
03-27
$超微电脑(SMCI)$
我觉得既然参与了，就会坚持到底。 如果这家公司最终被证明没有不当行为，股价会像之前下跌20%那样，立刻上涨20%到30%。我不认为他们会惩罚所有与此事无关的员工和家庭。那三个人会面临监禁和高额罚款。首席执行官最好全力配合检方。
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1
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价值大作手
价值大作手
·
03-26
$超微电脑(SMCI)$
我觉得那些被困的空头可能不明白（司法部结束了调查）意味着什么
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506
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价值大作手
价值大作手
·
03-26
$超微电脑(SMCI)$
21.50 又显得不错了。从这里翻倍很简单。估计会有一场竞购战。
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506
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编组 21备份 2
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价值大作手
价值大作手
·
03-25
$超微电脑(SMCI)$
占据了全球市场超过三分之一的份额。
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548
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编组 21备份 2
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价值大作手
价值大作手
·
03-25
$超微电脑(SMCI)$
我感觉最坏的时候已经过去了，股票也因此上涨。
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200
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编组 21备份 2
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价值大作手
价值大作手
·
03-25
我感觉市场对
$超微电脑(SMCI)$
的情绪似乎开始转变了。 在最初的恐慌性抛售后，股价现在正在企稳，下跌时总有买盘，没有再出现剧烈的新低。这通常是构筑底部的开始。 人们忽略了一个重点：公司本身并未被指控，运营仍在继续，AI需求的基本逻辑没有改变。
$超微电脑(SMCI)$
仍然与
$英伟达(NVDA)$
的生态系统深度绑定，这依然是市场中最强劲的增长领域之一。 分析师开始承认，在下跌后估值看起来颇具吸引力，我们也开始看到买家回归，而非被迫的抛售。 市场常常因恐惧而反应过度，然后在现实明朗后重新定价。如果没有进一步的利空消息，这可能演变成一个典型的过度反应模式。 我不是说它会短期暴涨，但这看起来更像是早期的企稳，而非持续的崩溃。
看
1,118
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编组 21备份 2
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价值大作手
价值大作手
·
03-24
$超微电脑(SMCI)$
如果整体市场配合，正面消息出现，这东西应该就准备好上涨了。
看
172
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点赞
编组 21备份 2
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价值大作手
价值大作手
·
03-22
$超微电脑(SMCI)$
的董事会需要更换CEO并获得特朗普的认可，股价就会抛物线式上涨。
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341
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</a>今天一片绿，真漂亮！努力再次得到验证。","text":"$美国超微公司(AMD)$ 今天一片绿，真漂亮！努力再次得到验证。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551179290284096","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547006667923600,"gmtCreate":1774558960000,"gmtModify":1774956574155,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>我觉得既然参与了，就会坚持到底。 如果这家公司最终被证明没有不当行为，股价会像之前下跌20%那样，立刻上涨20%到30%。我不认为他们会惩罚所有与此事无关的员工和家庭。那三个人会面临监禁和高额罚款。首席执行官最好全力配合检方。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>我觉得既然参与了，就会坚持到底。 如果这家公司最终被证明没有不当行为，股价会像之前下跌20%那样，立刻上涨20%到30%。我不认为他们会惩罚所有与此事无关的员工和家庭。那三个人会面临监禁和高额罚款。首席执行官最好全力配合检方。","text":"$超微电脑(SMCI)$ 我觉得既然参与了，就会坚持到底。 如果这家公司最终被证明没有不当行为，股价会像之前下跌20%那样，立刻上涨20%到30%。我不认为他们会惩罚所有与此事无关的员工和家庭。那三个人会面临监禁和高额罚款。首席执行官最好全力配合检方。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547006667923600","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546568963232256,"gmtCreate":1774464450000,"gmtModify":1774523540138,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>我觉得那些被困的空头可能不明白（司法部结束了调查）意味着什么","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>我觉得那些被困的空头可能不明白（司法部结束了调查）意味着什么","text":"$超微电脑(SMCI)$ 我觉得那些被困的空头可能不明白（司法部结束了调查）意味着什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546568963232256","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546534143291904,"gmtCreate":1774457602000,"gmtModify":1774523323544,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 21.50 又显得不错了。从这里翻倍很简单。估计会有一场竞购战。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 21.50 又显得不错了。从这里翻倍很简单。估计会有一场竞购战。","text":"$超微电脑(SMCI)$ 21.50 又显得不错了。从这里翻倍很简单。估计会有一场竞购战。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546534143291904","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546534173888992,"gmtCreate":1774450833000,"gmtModify":1774523612712,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 占据了全球市场超过三分之一的份额。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 占据了全球市场超过三分之一的份额。","text":"$超微电脑(SMCI)$ 占据了全球市场超过三分之一的份额。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546534173888992","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546196036661944,"gmtCreate":1774376606000,"gmtModify":1774524190274,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>我感觉最坏的时候已经过去了，股票也因此上涨。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>我感觉最坏的时候已经过去了，股票也因此上涨。","text":"$超微电脑(SMCI)$ 我感觉最坏的时候已经过去了，股票也因此上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546196036661944","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546196032844256,"gmtCreate":1774376101000,"gmtModify":1774524200292,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"我感觉市场对<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的情绪似乎开始转变了。 在最初的恐慌性抛售后，股价现在正在企稳，下跌时总有买盘，没有再出现剧烈的新低。这通常是构筑底部的开始。 人们忽略了一个重点：公司本身并未被指控，运营仍在继续，AI需求的基本逻辑没有改变。<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>仍然与<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的生态系统深度绑定，这依然是市场中最强劲的增长领域之一。 分析师开始承认，在下跌后估值看起来颇具吸引力，我们也开始看到买家回归，而非被迫的抛售。 市场常常因恐惧而反应过度，然后在现实明朗后重新定价。如果没有进一步的利空消息，这可能演变成一个典型的过度反应模式。 我不是说它会短期暴涨，但这看起来更像是早期的企稳，而非持续的崩溃。","listText":"我感觉市场对<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的情绪似乎开始转变了。 在最初的恐慌性抛售后，股价现在正在企稳，下跌时总有买盘，没有再出现剧烈的新低。这通常是构筑底部的开始。 人们忽略了一个重点：公司本身并未被指控，运营仍在继续，AI需求的基本逻辑没有改变。<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>仍然与<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的生态系统深度绑定，这依然是市场中最强劲的增长领域之一。 分析师开始承认，在下跌后估值看起来颇具吸引力，我们也开始看到买家回归，而非被迫的抛售。 市场常常因恐惧而反应过度，然后在现实明朗后重新定价。如果没有进一步的利空消息，这可能演变成一个典型的过度反应模式。 我不是说它会短期暴涨，但这看起来更像是早期的企稳，而非持续的崩溃。","text":"我感觉市场对$超微电脑(SMCI)$ 的情绪似乎开始转变了。 在最初的恐慌性抛售后，股价现在正在企稳，下跌时总有买盘，没有再出现剧烈的新低。这通常是构筑底部的开始。 人们忽略了一个重点：公司本身并未被指控，运营仍在继续，AI需求的基本逻辑没有改变。$超微电脑(SMCI)$ 仍然与$英伟达(NVDA)$ 的生态系统深度绑定，这依然是市场中最强劲的增长领域之一。 分析师开始承认，在下跌后估值看起来颇具吸引力，我们也开始看到买家回归，而非被迫的抛售。 市场常常因恐惧而反应过度，然后在现实明朗后重新定价。如果没有进一步的利空消息，这可能演变成一个典型的过度反应模式。 我不是说它会短期暴涨，但这看起来更像是早期的企稳，而非持续的崩溃。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546196032844256","isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546159345115616,"gmtCreate":1774364738000,"gmtModify":1774525235413,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>如果整体市场配合，正面消息出现，这东西应该就准备好上涨了。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>如果整体市场配合，正面消息出现，这东西应该就准备好上涨了。","text":"$超微电脑(SMCI)$ 如果整体市场配合，正面消息出现，这东西应该就准备好上涨了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546159345115616","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545490456309800,"gmtCreate":1774190680000,"gmtModify":1774246365091,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的董事会需要更换CEO并获得特朗普的认可，股价就会抛物线式上涨。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的董事会需要更换CEO并获得特朗普的认可，股价就会抛物线式上涨。","text":"$超微电脑(SMCI)$ 的董事会需要更换CEO并获得特朗普的认可，股价就会抛物线式上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545490456309800","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}