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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-28 03:39
$微软(MSFT)$
微软这只股票怎么天天跌就是不涨……明明他们的数据中心开始上线了，而且和Open AI、Anthropic都有大交易。Open AI很快就要上市了，股价肯定会很棒，别忘了微软持有Open AI 27%的股份，Anthropic还承诺在微软Azure上投入300亿美元。云数字每个季度都在增长，这家公司简直就是个现金牛。但总觉得有点不对劲！
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-26
$谷歌(GOOG)$
我觉得Google转向了基于消费的代币计费模式，这让代币成了他们云部门一个很能赚钱的核心指标。
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86
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-21
$谷歌(GOOG)$
有消息说，OpenAI正在准备很快提交IPO申请，高盛和大摩在协助筹备。我更看好Anthropic和SpaceX。接下来这段时间应该会不错。
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-21
$谷歌(GOOG)$
Gemini 最近表现很抢眼。过去一年，它的市场份额从 5.7% 飙升到了大约 25.5%。与此同时，随着这个领域玩家变多，ChatGPT 的整体市场份额反而有所下滑。
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522
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-20
$谷歌(GOOG)$
谷歌把Gemini 3.5 Flash推到全球了，在代理基准测试里还超过了GPT 5.5。
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206
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-20
$微软(MSFT)$
说实话，我看下来这波抛售完全没道理，什么原因都没有。
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138
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-19
$谷歌(GOOG)$
选对标的，成功一半。
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250
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-19
$微软(MSFT)$
OpenAI 的利好消息应该能大幅推动这个股票，尤其是在市场走强的时候。再加上 ServiceNow 评级上调，看来华尔街又开始关注软件股了。
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889
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-18
$微软(MSFT)$
我感觉微软好像就在等我卖出，然后才会起飞，创下新高。
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306
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2
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阿巴阿巴咕噜噜
阿巴阿巴咕噜噜
·
05-18
$谷歌(GOOG)$
我倒是想看看谷歌突破400美元并站稳。
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310
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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 微软这只股票怎么天天跌就是不涨……明明他们的数据中心开始上线了，而且和Open AI、Anthropic都有大交易。Open AI很快就要上市了，股价肯定会很棒，别忘了微软持有Open AI 27%的股份，Anthropic还承诺在微软Azure上投入300亿美元。云数字每个季度都在增长，这家公司简直就是个现金牛。但总觉得有点不对劲！","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 微软这只股票怎么天天跌就是不涨……明明他们的数据中心开始上线了，而且和Open AI、Anthropic都有大交易。Open AI很快就要上市了，股价肯定会很棒，别忘了微软持有Open AI 27%的股份，Anthropic还承诺在微软Azure上投入300亿美元。云数字每个季度都在增长，这家公司简直就是个现金牛。但总觉得有点不对劲！","text":"$微软(MSFT)$ 微软这只股票怎么天天跌就是不涨……明明他们的数据中心开始上线了，而且和Open AI、Anthropic都有大交易。Open AI很快就要上市了，股价肯定会很棒，别忘了微软持有Open AI 27%的股份，Anthropic还承诺在微软Azure上投入300亿美元。云数字每个季度都在增长，这家公司简直就是个现金牛。但总觉得有点不对劲！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/569154423152912","isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568499052310720,"gmtCreate":1779805107000,"gmtModify":1779848159765,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我觉得Google转向了基于消费的代币计费模式，这让代币成了他们云部门一个很能赚钱的核心指标。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我觉得Google转向了基于消费的代币计费模式，这让代币成了他们云部门一个很能赚钱的核心指标。","text":"$谷歌(GOOG)$ 我觉得Google转向了基于消费的代币计费模式，这让代币成了他们云部门一个很能赚钱的核心指标。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568499052310720","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566674150211944,"gmtCreate":1779298306000,"gmtModify":1779432367852,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 有消息说，OpenAI正在准备很快提交IPO申请，高盛和大摩在协助筹备。我更看好Anthropic和SpaceX。接下来这段时间应该会不错。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 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的整体市场份额反而有所下滑。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> Gemini 最近表现很抢眼。过去一年，它的市场份额从 5.7% 飙升到了大约 25.5%。与此同时，随着这个领域玩家变多，ChatGPT 的整体市场份额反而有所下滑。","text":"$谷歌(GOOG)$ Gemini 最近表现很抢眼。过去一年，它的市场份额从 5.7% 飙升到了大约 25.5%。与此同时，随着这个领域玩家变多，ChatGPT 的整体市场份额反而有所下滑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566643936149848","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566231974703336,"gmtCreate":1779227502000,"gmtModify":1779261165483,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>谷歌把Gemini 3.5 Flash推到全球了，在代理基准测试里还超过了GPT 5.5。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>谷歌把Gemini 3.5 Flash推到全球了，在代理基准测试里还超过了GPT 5.5。","text":"$谷歌(GOOG)$ 谷歌把Gemini 3.5 Flash推到全球了，在代理基准测试里还超过了GPT 5.5。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566231974703336","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566275736494440,"gmtCreate":1779208183000,"gmtModify":1779267630911,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>说实话，我看下来这波抛售完全没道理，什么原因都没有。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>说实话，我看下来这波抛售完全没道理，什么原因都没有。","text":"$微软(MSFT)$ 说实话，我看下来这波抛售完全没道理，什么原因都没有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566275736494440","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566094787112968,"gmtCreate":1779196566000,"gmtModify":1779241366597,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 选对标的，成功一半。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 选对标的，成功一半。","text":"$谷歌(GOOG)$ 选对标的，成功一半。","images":[{"img":"https://static.tigerbbs.com/eeae85eefbe4c09f825ba43dac4113c4","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566094787112968","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":565892887941128,"gmtCreate":1779129019000,"gmtModify":1779175907514,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>OpenAI 的利好消息应该能大幅推动这个股票，尤其是在市场走强的时候。再加上 ServiceNow 评级上调，看来华尔街又开始关注软件股了。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>OpenAI 的利好消息应该能大幅推动这个股票，尤其是在市场走强的时候。再加上 ServiceNow 评级上调，看来华尔街又开始关注软件股了。","text":"$微软(MSFT)$ OpenAI 的利好消息应该能大幅推动这个股票，尤其是在市场走强的时候。再加上 ServiceNow 评级上调，看来华尔街又开始关注软件股了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565892887941128","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565691841368344,"gmtCreate":1779116075000,"gmtModify":1779175662405,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>我感觉微软好像就在等我卖出，然后才会起飞，创下新高。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>我感觉微软好像就在等我卖出，然后才会起飞，创下新高。","text":"$微软(MSFT)$ 我感觉微软好像就在等我卖出，然后才会起飞，创下新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/565691841368344","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574609203076960","idStr":"3574609203076960"},"content":"哈哈哈，谁不是呢，我都拿了3个月了，真是晦气。","text":"哈哈哈，谁不是呢，我都拿了3个月了，真是晦气。","html":"哈哈哈，谁不是呢，我都拿了3个月了，真是晦气。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565657746612584,"gmtCreate":1779109355000,"gmtModify":1779175388862,"author":{"id":"10000000000010507","authorId":"10000000000010507","name":"阿巴阿巴咕噜噜","avatar":"https://static.tigerbbs.com/9401882db3a1ae5384d55414d14ebcff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010507","idStr":"10000000000010507"},"themes":[],"title":"","htmlText":"<a 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