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莱茵兰

IP属地：黑龙江

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- 莱茵兰莱茵兰
  ·05-13
  感觉能够受惠于中国芯片产业链的，都能够占到便宜。
  140 1
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- 莱茵兰莱茵兰
  ·05-11
  主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。
  222 评论
  1
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- 莱茵兰莱茵兰
  ·05-11
  英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。
  419 评论
  1
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- 莱茵兰莱茵兰
  ·05-11
  我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。
  202 评论
  1
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- 莱茵兰莱茵兰
  ·05-07
  我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。
  386 1
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- 莱茵兰莱茵兰
  ·04-12
  我觉得确实可以考虑一下，但是主要就是不确定性的政策风险，还是有点担心的。
  898 评论
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- 莱茵兰莱茵兰
  ·03-03
  感觉是大势所趋的机会
  677 评论
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- 莱茵兰莱茵兰
  ·02-26
  感觉得好好研究下，很多不熟悉的
  845 评论
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- 莱茵兰莱茵兰
  ·02-19
  新春大吉~
  746 评论
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- 莱茵兰莱茵兰
  ·02-18
  希望马年健康快乐平安~嘻嘻
  888 评论
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你更看好哪段","text":"设备材料更香吧 你更看好哪段","html":"设备材料更香吧 你更看好哪段"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563039285728592,"gmtCreate":1778489400837,"gmtModify":1778489403820,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496823262718321","idStr":"3496823262718321"},"themes":[],"title":"","htmlText":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","listText":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","text":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563039285728592","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562867848230560,"gmtCreate":1778447515585,"gmtModify":1778447518315,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496823262718321","idStr":"3496823262718321"},"themes":[],"title":"","htmlText":"英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。","listText":"英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。","text":"英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562867848230560","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562867863490760,"gmtCreate":1778447445862,"gmtModify":1778447448670,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496823262718321","idStr":"3496823262718321"},"themes":[],"title":"","htmlText":"我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。","listText":"我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。","text":"我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562867863490760","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561467374560336,"gmtCreate":1778108697394,"gmtModify":1778108700162,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496823262718321","idStr":"3496823262718321"},"themes":[],"title":"","htmlText":"我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。","listText":"我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。","text":"我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561467374560336","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000379","authorId":"9000000000000379","name":"TaylorNorton","avatar":"https://static.tigerbbs.com/9ff565a6f54c24e1fc4110226338d657","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000379","idStr":"9000000000000379"},"content":"我也拿着ARM 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