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醉拳甘迺迪
醉拳甘迺迪
·
02-04
$Palantir Technologies Inc.(PLTR)$
股是好股，就是炒太过了，希望能回到120块左右给机会上车。
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醉拳甘迺迪
醉拳甘迺迪
·
02-04
$Unity Software Inc.(U)$
Google的新AI游戏生成引擎对unity这种传统游戏引擎是降维打击。一时半会缓不过来的，需要unity自己全面做AI化的升级才有机会，否则就是相当于iPhone干诺基亚那样被干死。
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醉拳甘迺迪
醉拳甘迺迪
·
01-21
$奈飞(NFLX)$
短空长多。如果能收购华纳，那股价要按翻倍的涨。nf现在已经在流媒体服务无敌，如果加上华纳海量IP，在ai的加持下，可以无限创作海量影视作品并且高效分发变现，简直是给印钞机加上turbo。所以就看nf能不能在ai影视制作达到工业化之前完成这笔交易了。 简而言之，nf的垄断级的流分发渠道+海量顶级IP+ai超高效创作=无敌印钞机。
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醉拳甘迺迪
醉拳甘迺迪
·
2025-12-15
金吾财讯 我记住了，以后看到这个媒体的报道直接拉黑无视。
非常抱歉，此主贴已删除
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醉拳甘迺迪
醉拳甘迺迪
·
2025-11-08
先说结论，看好，但股价未必。小鹏汽车在造车领域积累了深厚经验，其产业链与人形机器人高度重合，相比宇树等纯机器人公司具备显著的先发优势。更重要的是，小鹏拥有领先的自动驾驶全栈技术，这为机器人感知物理世界、实时决策和复杂动作训练提供了天然土壤。此次发布的Iron机器人，其“模仿人类自然行走”方式全球首创，步态流畅度、平衡性和能量效率均达到顶级水平，这不仅是技术秀肌肉，更是对“让机器人真正学会人类行为”这一核心难点的突破性验证，为后续实现家用场景下的全动作模仿奠定了坚实信心。不过，资本市场永远现实。目前小鹏股价走势仍主要锚定汽车主业，机器人业务只是“锦上添花的亮点”。短期内，机器人概念再热，也很难成为带动小鹏估值中枢上移的主菜，顶多算一道引人注目的开胃菜。真正兑现机器人价值，还需等待量产落地和订单放量的那一天。
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醉拳甘迺迪
醉拳甘迺迪
·
2025-11-07
$特斯拉(TSLA)$
无人驾驶大规模落地即将到来，这种改变人类历史的巨大进步，不涨的话难道还能跌？3年后你看着马斯克拿到1万亿的新闻，后悔没有在看到这个贴文的时候买入tsla！[梭哈]
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醉拳甘迺迪
醉拳甘迺迪
·
2025-09-05
可以肯定的是，不管是没邀请，还是邀请了不去，都说明他们关系还没和好。但是关系破裂已经反映到股价上了，不是新鲜事，所以elon没有出现对特斯拉股价是不会有什么影响的，后面股价还是要看robtaxi和机器人，下一个主升浪是robtaxi产生利润，再下一个升浪则是机器人量产开卖（类比model3）。其他时间就是上上下下震荡行情，车卖得好就涨一下，卖不好就跌一下。
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醉拳甘迺迪
醉拳甘迺迪
·
2025-08-31
新的故事来拯救股价
非常抱歉，此主贴已删除
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醉拳甘迺迪
醉拳甘迺迪
·
2025-08-08
两个因素，第一个是yu7发布的高点下跌下来的最后探底，等待下一个催化；第二个就是消息驱动，小米陆续要求yu7准车主提前付尾款，市场担心小米资金压力大的一个反应；最后再补充一个，狗庄要拿低价筹码。
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醉拳甘迺迪
醉拳甘迺迪
·
2025-07-16
$Unity Software Inc.(U)$
grok 最新的那个 ai 女友，是用 unity 开发的！
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href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a>Google的新AI游戏生成引擎对unity这种传统游戏引擎是降维打击。一时半会缓不过来的，需要unity自己全面做AI化的升级才有机会，否则就是相当于iPhone干诺基亚那样被干死。","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a>Google的新AI游戏生成引擎对unity这种传统游戏引擎是降维打击。一时半会缓不过来的，需要unity自己全面做AI化的升级才有机会，否则就是相当于iPhone干诺基亚那样被干死。","text":"$Unity Software Inc.(U)$ Google的新AI游戏生成引擎对unity这种传统游戏引擎是降维打击。一时半会缓不过来的，需要unity自己全面做AI化的升级才有机会，否则就是相当于iPhone干诺基亚那样被干死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529128536245336","isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524175573759160,"gmtCreate":1768999225374,"gmtModify":1768999385438,"author":{"id":"3502341397240080","authorId":"3502341397240080","name":"醉拳甘迺迪","avatar":"https://static.tigerbbs.com/cc9232c80e43d351cf59acf1b10d03b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502341397240080","authorIdStr":"3502341397240080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 短空长多。如果能收购华纳，那股价要按翻倍的涨。nf现在已经在流媒体服务无敌，如果加上华纳海量IP，在ai的加持下，可以无限创作海量影视作品并且高效分发变现，简直是给印钞机加上turbo。所以就看nf能不能在ai影视制作达到工业化之前完成这笔交易了。 简而言之，nf的垄断级的流分发渠道+海量顶级IP+ai超高效创作=无敌印钞机。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 短空长多。如果能收购华纳，那股价要按翻倍的涨。nf现在已经在流媒体服务无敌，如果加上华纳海量IP，在ai的加持下，可以无限创作海量影视作品并且高效分发变现，简直是给印钞机加上turbo。所以就看nf能不能在ai影视制作达到工业化之前完成这笔交易了。 简而言之，nf的垄断级的流分发渠道+海量顶级IP+ai超高效创作=无敌印钞机。","text":"$奈飞(NFLX)$ 短空长多。如果能收购华纳，那股价要按翻倍的涨。nf现在已经在流媒体服务无敌，如果加上华纳海量IP，在ai的加持下，可以无限创作海量影视作品并且高效分发变现，简直是给印钞机加上turbo。所以就看nf能不能在ai影视制作达到工业化之前完成这笔交易了。 简而言之，nf的垄断级的流分发渠道+海量顶级IP+ai超高效创作=无敌印钞机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524175573759160","isVote":1,"tweetType":1,"viewCount":3880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274785641432","authorId":"3479274785641432","name":"Chungllq","avatar":"https://static.laohu8.com/picture126","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274785641432","authorIdStr":"3479274785641432"},"content":"收购华纳绝对赚翻，坐等起飞！","text":"收购华纳绝对赚翻，坐等起飞！","html":"收购华纳绝对赚翻，坐等起飞！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511208359432512,"gmtCreate":1765785029950,"gmtModify":1765785032917,"author":{"id":"3502341397240080","authorId":"3502341397240080","name":"醉拳甘迺迪","avatar":"https://static.tigerbbs.com/cc9232c80e43d351cf59acf1b10d03b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502341397240080","authorIdStr":"3502341397240080"},"themes":[],"title":"","htmlText":"金吾财讯 我记住了，以后看到这个媒体的报道直接拉黑无视。","listText":"金吾财讯 我记住了，以后看到这个媒体的报道直接拉黑无视。","text":"金吾财讯 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