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不求暴富只求回本
不求暴富只求回本
·
05-29
$美国超微公司(AMD)$
戴尔表示，其AI服务器营收同比增长了757%，达到161亿美元。公司现在预计，到2027财年，AI服务器营收将达到约600亿美元，高于此前500亿美元的预期。这显示了AMD的巨大需求。
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1
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不求暴富只求回本
不求暴富只求回本
·
05-29
$美国超微公司(AMD)$
AMD从3月30号到现在涨了322美元，涨幅有164%。 说实话，这走势多头应该挺享受的。 我看2026年会是AMD表现突出的一年。
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1,291
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1
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1
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不求暴富只求回本
不求暴富只求回本
·
05-28
$美国超微公司(AMD)$
如果SK海力士的市值都能到1万亿，那AMD肯定更值得看好。股价突破625应该不远了。
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282
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编组 21备份 2
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不求暴富只求回本
不求暴富只求回本
·
05-28
$英伟达(NVDA)$
英伟达现在真是有意思的时候。老黄要和马斯克在SPACEEX的事上合作找机会。就在你觉得没啥动静的时候，他总能找到别人搞不定的利基市场。
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237
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编组 21备份 2
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不求暴富只求回本
不求暴富只求回本
·
05-27
$美国超微公司(AMD)$
这次触达500美元还不错，对我来说，AMD更像是刚刚开始向更高目标前进。
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224
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编组 21备份 2
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不求暴富只求回本
不求暴富只求回本
·
05-26
$美国超微公司(AMD)$
我之前让公司采购 AMD 的所有产品，结果对各方都很不错。实际企业采购反馈这么好，说明苏妈的苏妈牌芯片在性价比上还是能打的，华尔街天天吹英伟达是不是有点过了？大家觉得 AMD 靠着这种扎实的商业口碑能突破现有的股价瓶颈吗？
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4,730
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4
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5
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不求暴富只求回本
不求暴富只求回本
·
05-22
$英伟达(NVDA)$
NVDA财报后能守在220多美元这个区间，我觉得还行。 它通常都会回调一些，但最后总能涨回来并创下新高。这种模式反复出现。
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350
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不求暴富只求回本
不求暴富只求回本
·
05-21
$美国超微公司(AMD)$
英伟达财报电话会上，老黄提到下个季度增长最大的部分会是CPU。大家都知道AMD在这方面做得最好。更好的还在后头。
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2,101
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编组 21备份 2
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不求暴富只求回本
不求暴富只求回本
·
05-21
$英伟达(NVDA)$
财报这么炸裂，股价应该会涨吧。看空的继续看空，不开心就不开心呗。
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220
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不求暴富只求回本
不求暴富只求回本
·
05-21
$微软(MSFT)$
微软的新量子芯片有潜力成为量子计算领域的领导者，并主导这个市场。它在科技巨头七雄中市盈率最低，估值看起来相当有吸引力。
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戴尔表示，其AI服务器营收同比增长了757%，达到161亿美元。公司现在预计，到2027财年，AI服务器营收将达到约600亿美元，高于此前500亿美元的预期。这显示了AMD的巨大需求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569395462594680","isVote":1,"tweetType":1,"viewCount":4865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569456467726456,"gmtCreate":1779998600000,"gmtModify":1780038274687,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"不求暴富只求回本","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010576","authorIdStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD从3月30号到现在涨了322美元，涨幅有164%。 说实话，这走势多头应该挺享受的。 我看2026年会是AMD表现突出的一年。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD从3月30号到现在涨了322美元，涨幅有164%。 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我看2026年会是AMD表现突出的一年。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/569456467726456","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"content":"还没到顶，期望到1000以上","text":"还没到顶，期望到1000以上","html":"还没到顶，期望到1000以上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569044102197440,"gmtCreate":1779920010000,"gmtModify":1779951691579,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"不求暴富只求回本","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010576","authorIdStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这次触达500美元还不错，对我来说，AMD更像是刚刚开始向更高目标前进。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这次触达500美元还不错，对我来说，AMD更像是刚刚开始向更高目标前进。","text":"$美国超微公司(AMD)$ 这次触达500美元还不错，对我来说，AMD更像是刚刚开始向更高目标前进。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568603784638872","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568349317357760,"gmtCreate":1779768718000,"gmtModify":1779781815716,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"不求暴富只求回本","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010576","authorIdStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 我之前让公司采购 AMD 的所有产品，结果对各方都很不错。实际企业采购反馈这么好，说明苏妈的苏妈牌芯片在性价比上还是能打的，华尔街天天吹英伟达是不是有点过了？大家觉得 AMD 靠着这种扎实的商业口碑能突破现有的股价瓶颈吗？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 我之前让公司采购 AMD 的所有产品，结果对各方都很不错。实际企业采购反馈这么好，说明苏妈的苏妈牌芯片在性价比上还是能打的，华尔街天天吹英伟达是不是有点过了？大家觉得 AMD 靠着这种扎实的商业口碑能突破现有的股价瓶颈吗？","text":"$美国超微公司(AMD)$ 我之前让公司采购 AMD 的所有产品，结果对各方都很不错。实际企业采购反馈这么好，说明苏妈的苏妈牌芯片在性价比上还是能打的，华尔街天天吹英伟达是不是有点过了？大家觉得 AMD 靠着这种扎实的商业口碑能突破现有的股价瓶颈吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/568349317357760","isVote":1,"tweetType":1,"viewCount":4730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557139872145967","authorId":"3557139872145967","name":"个头fafa声","avatar":"https://static.tigerbbs.com/a197e0f97afc2cb6a1a0da5101a9b2c5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557139872145967","authorIdStr":"3557139872145967"},"content":"AMD破万亿是肯定的，而且基本没泡沫，财报健康，需求强盛","text":"AMD破万亿是肯定的，而且基本没泡沫，财报健康，需求强盛","html":"AMD破万亿是肯定的，而且基本没泡沫，财报健康，需求强盛"},{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"content":"今年突破600问题不大，二季度会实现的","text":"今年突破600问题不大，二季度会实现的","html":"今年突破600问题不大，二季度会实现的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566833469518184,"gmtCreate":1779383521000,"gmtModify":1779690662873,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"不求暴富只求回本","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010576","authorIdStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>NVDA财报后能守在220多美元这个区间，我觉得还行。 它通常都会回调一些，但最后总能涨回来并创下新高。这种模式反复出现。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>NVDA财报后能守在220多美元这个区间，我觉得还行。 它通常都会回调一些，但最后总能涨回来并创下新高。这种模式反复出现。","text":"$英伟达(NVDA)$ NVDA财报后能守在220多美元这个区间，我觉得还行。 它通常都会回调一些，但最后总能涨回来并创下新高。这种模式反复出现。","images":[{"img":"https://static.tigerbbs.com/b90fbdd0ba4a6c9e991d1ce82d500fa0","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566833469518184","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":566546984702312,"gmtCreate":1779316099000,"gmtModify":1779432873825,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"不求暴富只求回本","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010576","authorIdStr":"10000000000010576"},"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> 英伟达财报电话会上，老黄提到下个季度增长最大的部分会是CPU。大家都知道AMD在这方面做得最好。更好的还在后头。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 英伟达财报电话会上，老黄提到下个季度增长最大的部分会是CPU。大家都知道AMD在这方面做得最好。更好的还在后头。","text":"$美国超微公司(AMD)$ 英伟达财报电话会上，老黄提到下个季度增长最大的部分会是CPU。大家都知道AMD在这方面做得最好。更好的还在后头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566546984702312","isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566479158202600,"gmtCreate":1779304474000,"gmtModify":1779335436705,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"不求暴富只求回本","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010576","authorIdStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>财报这么炸裂，股价应该会涨吧。看空的继续看空，不开心就不开心呗。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>财报这么炸裂，股价应该会涨吧。看空的继续看空，不开心就不开心呗。","text":"$英伟达(NVDA)$ 财报这么炸裂，股价应该会涨吧。看空的继续看空，不开心就不开心呗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566479158202600","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566644006048032,"gmtCreate":1779295460000,"gmtModify":1779432351820,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"不求暴富只求回本","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010576","authorIdStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>微软的新量子芯片有潜力成为量子计算领域的领导者，并主导这个市场。它在科技巨头七雄中市盈率最低，估值看起来相当有吸引力。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>微软的新量子芯片有潜力成为量子计算领域的领导者，并主导这个市场。它在科技巨头七雄中市盈率最低，估值看起来相当有吸引力。","text":"$微软(MSFT)$ 微软的新量子芯片有潜力成为量子计算领域的领导者，并主导这个市场。它在科技巨头七雄中市盈率最低，估值看起来相当有吸引力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/566644006048032","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
