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价值大作手
价值大作手
·
12-09 06:35
$美国超微公司(AMD)$
某些价格区域在波动中显得格外有吸引力
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价值大作手
价值大作手
·
12-09 06:21
这对
$美国超微公司(AMD)$
来说真是个好消息，他们还有更多潜力可以挖掘
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价值大作手
价值大作手
·
12-08 05:51
这处算力设施将配置50兆瓦电力容量，计划部署24,000块
$美国超微公司(AMD)$
的MI355X加速卡，通过以太网架构互连，专门针对高吞吐量AI运算场景。
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405
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价值大作手
价值大作手
·
12-08 01:07
$英伟达(NVDA)$
表面强硬的策略反而会激发对手斗志，削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制，越会加速被限制方的自主创新步伐。当技术出口受阻时，自主研发进程自然获得强力推动。
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272
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价值大作手
价值大作手
·
11-23
$美国超微公司(AMD)$
这家芯片厂自己预估2025年Q4营收96亿美刀，但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型，比如那两家总爱画大饼的投行，硬说只要MI300显卡卖得够猛，业绩分分钟超预期。
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822
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价值大作手
价值大作手
·
11-20
$英伟达(NVDA)$
我炒股就图个乐子，天天来看空头们在线表演。别说，这群戏精从来不让我失望。
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127
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价值大作手
价值大作手
·
11-14
今天市场反弹的预测确实被我搞砸了，大市整体疲软。但说实在的，股市就像个搬运工，专门把急不可耐者的银子转交给耐心等待的人。那些被吹上天的AI概念股现在都跌得鼻青脸肿，
$美国超微公司(AMD)$
和
$英伟达(NVDA)$
已经跌到我们测算的beta值附近。别看有人吹嘘能在这种行情里游刃有余，说真的，除非你24小时盯盘，否则想抓住长期趋势简直难如登天。主力现在专收韭菜，对这些标的可得保持定力。
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1,378
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价值大作手
价值大作手
·
11-14
重磅消息！佩洛西即将退休，不过她手里的
$英伟达(NVDA)$
、
$谷歌A(GOOGL)$
和
$博通(AVGO)$
倒是挺有看头。三十年河东三十年河西，老牌政客的持仓单里科技股依然占C位。
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1,040
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价值大作手
价值大作手
·
11-13
$美国超微公司(AMD)$
这波暴涨后真的超买了吗？虽然空头在敲警钟，但短期指标可不这么想。MACD和RSI这些技术指标今天都翻多啦。半导体板块很多个股都翻倍了，就算明年
$美国超微公司(AMD)$
从350以上回调到280左右，也不过是健康调整。上升趋势现在还是稳稳的，让子弹再飞会儿。
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价值大作手
价值大作手
·
11-13
当初这货被嫌弃到130以下时果断抄底，如今这匹黑马直奔300而去！基本面硬核到爆，
$美国超微公司(AMD)$
的EPYC服务器芯片独孤求败，游戏处理器更是碾压全场。AI市场这块大蛋糕，只要分到丁点儿份额，回报率就能吊打
$英伟达(NVDA)$
。MI450芯片现在都抢疯了，现在上车还来得及捡便宜！
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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>某些价格区域在波动中显得格外有吸引力","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>某些价格区域在波动中显得格外有吸引力","text":"$美国超微公司(AMD)$ 某些价格区域在波动中显得格外有吸引力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508746767634536","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508777281347712,"gmtCreate":1765232480000,"gmtModify":1765271347912,"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":"这对<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>来说真是个好消息，他们还有更多潜力可以挖掘","listText":"这对<a 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</a>表面强硬的策略反而会激发对手斗志，削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制，越会加速被限制方的自主创新步伐。当技术出口受阻时，自主研发进程自然获得强力推动。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>表面强硬的策略反而会激发对手斗志，削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制，越会加速被限制方的自主创新步伐。当技术出口受阻时，自主研发进程自然获得强力推动。","text":"$英伟达(NVDA)$ 表面强硬的策略反而会激发对手斗志，削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制，越会加速被限制方的自主创新步伐。当技术出口受阻时，自主研发进程自然获得强力推动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508304344752232","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503397108043944,"gmtCreate":1763910539000,"gmtModify":1763965039179,"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/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 这家芯片厂自己预估2025年Q4营收96亿美刀，但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型，比如那两家总爱画大饼的投行，硬说只要MI300显卡卖得够猛，业绩分分钟超预期。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 这家芯片厂自己预估2025年Q4营收96亿美刀，但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型，比如那两家总爱画大饼的投行，硬说只要MI300显卡卖得够猛，业绩分分钟超预期。","text":"$美国超微公司(AMD)$ 这家芯片厂自己预估2025年Q4营收96亿美刀，但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型，比如那两家总爱画大饼的投行，硬说只要MI300显卡卖得够猛，业绩分分钟超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503397108043944","isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502158391881904,"gmtCreate":1763612049000,"gmtModify":1763646118619,"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/NVDA\">$英伟达(NVDA)$ </a>我炒股就图个乐子，天天来看空头们在线表演。别说，这群戏精从来不让我失望。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>我炒股就图个乐子，天天来看空头们在线表演。别说，这群戏精从来不让我失望。","text":"$英伟达(NVDA)$ 我炒股就图个乐子，天天来看空头们在线表演。别说，这群戏精从来不让我失望。","images":[{"img":"https://static.tigerbbs.com/bfa9bc0ddb370e0c017ca44982149a67","width":"480","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502158391881904","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":500045292196104,"gmtCreate":1763082376000,"gmtModify":1763092988777,"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":[],"htmlText":"今天市场反弹的预测确实被我搞砸了，大市整体疲软。但说实在的，股市就像个搬运工，专门把急不可耐者的银子转交给耐心等待的人。那些被吹上天的AI概念股现在都跌得鼻青脸肿，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>已经跌到我们测算的beta值附近。别看有人吹嘘能在这种行情里游刃有余，说真的，除非你24小时盯盘，否则想抓住长期趋势简直难如登天。主力现在专收韭菜，对这些标的可得保持定力。","listText":"今天市场反弹的预测确实被我搞砸了，大市整体疲软。但说实在的，股市就像个搬运工，专门把急不可耐者的银子转交给耐心等待的人。那些被吹上天的AI概念股现在都跌得鼻青脸肿，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>已经跌到我们测算的beta值附近。别看有人吹嘘能在这种行情里游刃有余，说真的，除非你24小时盯盘，否则想抓住长期趋势简直难如登天。主力现在专收韭菜，对这些标的可得保持定力。","text":"今天市场反弹的预测确实被我搞砸了，大市整体疲软。但说实在的，股市就像个搬运工，专门把急不可耐者的银子转交给耐心等待的人。那些被吹上天的AI概念股现在都跌得鼻青脸肿，$美国超微公司(AMD)$ 和$英伟达(NVDA)$ 已经跌到我们测算的beta值附近。别看有人吹嘘能在这种行情里游刃有余，说真的，除非你24小时盯盘，否则想抓住长期趋势简直难如登天。主力现在专收韭菜，对这些标的可得保持定力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500045292196104","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499952489009544,"gmtCreate":1763056014000,"gmtModify":1763092169350,"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":[],"htmlText":"重磅消息！佩洛西即将退休，不过她手里的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>、<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>和<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>倒是挺有看头。三十年河东三十年河西，老牌政客的持仓单里科技股依然占C位。","listText":"重磅消息！佩洛西即将退休，不过她手里的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>、<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>和<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>倒是挺有看头。三十年河东三十年河西，老牌政客的持仓单里科技股依然占C位。","text":"重磅消息！佩洛西即将退休，不过她手里的$英伟达(NVDA)$ 、$谷歌A(GOOGL)$ 和$博通(AVGO)$ 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