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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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794
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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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70
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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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1,366
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编组 21备份 2
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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。
看
929
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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
·
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。
看
517
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编组 21备份 2
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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！
看
719
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评论
点赞
点赞
编组 21备份 2
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价值大作手
价值大作手
·
11-12
$英特尔(INTC)$
股价急转直下，听说是因为苏妈放话
$美国超微公司(AMD)$
要抢走过半CPU市场，这波操作属实有点东西。
看
4,391
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1
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2
编组 21备份 2
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价值大作手
价值大作手
·
11-05
$美国超微公司(AMD)$
全年指引上调，营收和盈利双双超预期，这波财报真是给股东们吃了颗定心丸。
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316
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编组 21备份 2
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价值大作手
价值大作手
·
11-03
$美国超微公司(AMD)$
要是营收能突破90亿大关，咱们就得开香槟蹦迪狂欢了
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458
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价值大作手
价值大作手
·
10-28
现场可编程门阵列（FPGA）人工智能加速器就像变形金刚般的存在，这种可重构芯片能根据不同的AI模型实时调整硬件结构，在边缘计算和自动驾驶等领域大显身手。相比固定功能的专用芯片和能耗大户显卡，FPGA在灵活性、并行计算和能效比方面独树一帜，特别适合需要实时响应和低功耗的量子计算等前沿领域。这种能随时变身的特性，让
$美国超微公司(AMD)$
在AI应用落地的竞赛中手握王牌，未来发展值得期待！
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500
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1
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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":70,"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\">$英伟达(NVDA)$ 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</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$博通(AVGO)$ 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。","images":[{"img":"https://static.tigerbbs.com/1f5c3b31b70c6f78df8a7d66ebf6c735","width":"480","height":"340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499952489009544","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499633832677624,"gmtCreate":1762982643000,"gmtModify":1763056212497,"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":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>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<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>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。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>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<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>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。","text":"$美国超微公司(AMD)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499633832677624","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499621530255624,"gmtCreate":1762980708000,"gmtModify":1763056212014,"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":"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，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>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<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>。MI450芯片现在都抢疯了，现在上车还来得及捡便宜！","listText":"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，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>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<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>。MI450芯片现在都抢疯了，现在上车还来得及捡便宜！","text":"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！","images":[{"img":"https://static.tigerbbs.com/b3c0e23651875b8d8937a72894899b06","width":"472","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499621530255624","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499280796811656,"gmtCreate":1762901324000,"gmtModify":1762960064128,"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":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>股价急转直下，听说是因为苏妈放话<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>要抢走过半CPU市场，这波操作属实有点东西。","listText":"<a 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要抢走过半CPU市场，这波操作属实有点东西。","images":[{"img":"https://static.tigerbbs.com/41bff138522350ea7de1592665654501","width":"500","height":"280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499280796811656","isVote":1,"tweetType":1,"viewCount":4391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548067245836441","authorId":"3548067245836441","name":"Danielzhou","avatar":"https://static.tigerbbs.com/e10d9c4e7bb7920970c11069f230554c","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3548067245836441","idStr":"3548067245836441"},"content":"只要女人一吹牛逼，那肯定完了，AMD准备地板吧","text":"只要女人一吹牛逼，那肯定完了，AMD准备地板吧","html":"只要女人一吹牛逼，那肯定完了，AMD准备地板吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496783832027528,"gmtCreate":1762290156000,"gmtModify":1762312427828,"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":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 全年指引上调，营收和盈利双双超预期，这波财报真是给股东们吃了颗定心丸。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 全年指引上调，营收和盈利双双超预期，这波财报真是给股东们吃了颗定心丸。","text":"$美国超微公司(AMD)$ 全年指引上调，营收和盈利双双超预期，这波财报真是给股东们吃了颗定心丸。","images":[{"img":"https://static.tigerbbs.com/2d4624014ab85e386faa0fd7de269a60","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496783832027528","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496174214676728,"gmtCreate":1762143069000,"gmtModify":1762154175873,"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":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>要是营收能突破90亿大关，咱们就得开香槟蹦迪狂欢了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>要是营收能突破90亿大关，咱们就得开香槟蹦迪狂欢了","text":"$美国超微公司(AMD)$ 要是营收能突破90亿大关，咱们就得开香槟蹦迪狂欢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496174214676728","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494006135349512,"gmtCreate":1761608525000,"gmtModify":1761663002393,"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":"现场可编程门阵列（FPGA）人工智能加速器就像变形金刚般的存在，这种可重构芯片能根据不同的AI模型实时调整硬件结构，在边缘计算和自动驾驶等领域大显身手。相比固定功能的专用芯片和能耗大户显卡，FPGA在灵活性、并行计算和能效比方面独树一帜，特别适合需要实时响应和低功耗的量子计算等前沿领域。这种能随时变身的特性，让<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ 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