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DeepValueMaking
IP属地:北京
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DeepValueMaking
DeepValueMaking
·
03-13
$MINIMAX-WP(00100)$
现在要等下一个利好消息才能涨起来。
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DeepValueMaking
DeepValueMaking
·
03-10
$奈飞(NFLX)$
特朗普刚买了奈飞的债劵,股价就跌了,不给面子
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DeepValueMaking
DeepValueMaking
·
03-09
过几天又要澄清了。
美光科技夜盘大跌超6%,被排除在英伟达Vera Rubin供应链之外
该产品将采用三星电子和SK海力士的HBM4。
美光科技夜盘大跌超6%,被排除在英伟达Vera Rubin供应链之外
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186
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DeepValueMaking
DeepValueMaking
·
03-09
$智谱(02513)$
隔壁快涨到1000了
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DeepValueMaking
DeepValueMaking
·
03-06
$智谱(02513)$
国家发展改革委主任:“十五五”末人工智能相关产业规模将增长到10万亿元以上。
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DeepValueMaking
DeepValueMaking
·
03-05
$蜜雪集团(02097)$
热度没了
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DeepValueMaking
DeepValueMaking
·
03-04
你怎么说都有理。。
异动解读 | 全球AI情绪降温,智谱盘中大跌5.30%
智谱(02513)今日盘中股价出现大幅下跌,跌幅达5.30%,引起市场关注。消息面上,此次下跌与全球人工智能(AI)领域投资情绪降温有关。据报道,伴随全球AI情绪降温,智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为,这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。智谱作为港股“大模型第一股”,其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发,并拥有广泛的客户基础,但在激烈的市场竞争和快速变化的市场情绪下,股价难免出现波动。
异动解读 | 全球AI情绪降温,智谱盘中大跌5.30%
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DeepValueMaking
DeepValueMaking
·
02-26
$百度(BIDU)$
财报还可以,不知股价为什么跌。
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DeepValueMaking
DeepValueMaking
·
02-26
$智谱(02513)$
英伟达的财报应该是AI股的大利好,今天冲破700.
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DeepValueMaking
DeepValueMaking
·
02-25
$智谱(02513)$
我觉得写这些股评文章都是扯淡,顶多就是马后炮。股市变化无常,连巴菲特都预测不了。
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href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>特朗普刚买了奈飞的债劵,股价就跌了,不给面子","text":"$奈飞(NFLX)$ 特朗普刚买了奈飞的债劵,股价就跌了,不给面子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/541180777955344","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540806718845856,"gmtCreate":1773051027535,"gmtModify":1773051030337,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"过几天又要澄清了。","listText":"过几天又要澄清了。","text":"过几天又要澄清了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540806718845856","repostId":"1123083864","repostType":2,"repost":{"id":"1123083864","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1773019362,"share":"https://www.laohu8.com/m/news/1123083864?lang=zh_CN&edition=full","pubTime":"2026-03-09 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content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光科技夜盘大跌超6%,被排除在英伟达Vera Rubin供应链之外</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光科技夜盘大跌超6%,被排除在英伟达Vera Rubin供应链之外\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-03-09 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 夜盘股价一度跌超6%,截至发稿跌幅超4%。消息面上,据韩国经济日报报道,英伟达计划在今年下半年推出下一代AI加速器Vera Rubin,该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4,而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出,目前讨论Vera Rubin HBM4供应商时,没有提到美光。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d2d256a69ff29f6f2ba24bbf7f37a\" tg-width=\"1173\" tg-height=\"417\"/></p><p>作为AI浪潮中的关键组件,HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可,也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应,可能引发了市场对其在高端AI内存市场竞争力的担忧,从而导致股价承压下跌。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123083864","content_text":"周一, 美光科技 夜盘股价一度跌超6%,截至发稿跌幅超4%。消息面上,据韩国经济日报报道,英伟达计划在今年下半年推出下一代AI加速器Vera Rubin,该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4,而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出,目前讨论Vera Rubin HBM4供应商时,没有提到美光。作为AI浪潮中的关键组件,HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可,也意味着稳定的业绩增长。美光此次出局Vera 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隔壁快涨到1000了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/540762079629360","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539703017722256,"gmtCreate":1772781489015,"gmtModify":1772781491377,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任:“十五五”末人工智能相关产业规模将增长到10万亿元以上。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任:“十五五”末人工智能相关产业规模将增长到10万亿元以上。","text":"$智谱(02513)$ 国家发展改革委主任:“十五五”末人工智能相关产业规模将增长到10万亿元以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539703017722256","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539283803977408,"gmtCreate":1772680206263,"gmtModify":1772680208304,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a>热度没了","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a>热度没了","text":"$蜜雪集团(02097)$ 热度没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539283803977408","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538999885399704,"gmtCreate":1772610858012,"gmtModify":1772610860607,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"你怎么说都有理。。","listText":"你怎么说都有理。。","text":"你怎么说都有理。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538999885399704","repostId":"1135228660","repostType":2,"repost":{"id":"1135228660","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1772610180,"share":"https://www.laohu8.com/m/news/1135228660?lang=zh_CN&edition=full","pubTime":"2026-03-04 15:43","market":"hk","language":"zh","title":"异动解读 | 全球AI情绪降温,智谱盘中大跌5.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135228660","media":"异动解读","summary":"智谱(02513)今日盘中股价出现大幅下跌,跌幅达5.30%,引起市场关注。消息面上,此次下跌与全球人工智能(AI)领域投资情绪降温有关。据报道,伴随全球AI情绪降温,智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为,这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。智谱作为港股“大模型第一股”,其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发,并拥有广泛的客户基础,但在激烈的市场竞争和快速变化的市场情绪下,股价难免出现波动。","content":"<p>智谱(02513)今日盘中股价出现大幅下跌,跌幅达5.30%,引起市场关注。</p><p>消息面上,此次下跌与全球人工智能(AI)领域投资情绪降温有关。据报道,伴随全球AI情绪降温,智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为,这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。</p><p>智谱作为港股“大模型第一股”,其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发,并拥有广泛的客户基础,但在激烈的市场竞争和快速变化的市场情绪下,股价难免出现波动。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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15:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>智谱(02513)今日盘中股价出现大幅下跌,跌幅达5.30%,引起市场关注。</p><p>消息面上,此次下跌与全球人工智能(AI)领域投资情绪降温有关。据报道,伴随全球AI情绪降温,智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为,这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。</p><p>智谱作为港股“大模型第一股”,其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发,并拥有广泛的客户基础,但在激烈的市场竞争和快速变化的市场情绪下,股价难免出现波动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02513":"智谱"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135228660","content_text":"智谱(02513)今日盘中股价出现大幅下跌,跌幅达5.30%,引起市场关注。消息面上,此次下跌与全球人工智能(AI)领域投资情绪降温有关。据报道,伴随全球AI情绪降温,智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为,这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。智谱作为港股“大模型第一股”,其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发,并拥有广泛的客户基础,但在激烈的市场竞争和快速变化的市场情绪下,股价难免出现波动。","news_type":1,"symbols_score_info":{"02513":1}},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536944222627368,"gmtCreate":1772110853030,"gmtModify":1772110854965,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>财报还可以,不知股价为什么跌。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a>财报还可以,不知股价为什么跌。","text":"$百度(BIDU)$ 财报还可以,不知股价为什么跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536944222627368","isVote":1,"tweetType":1,"viewCount":4205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442273456479107","authorId":"3442273456479107","name":"小水牛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3442273456479107","authorIdStr":"3442273456479107"},"content":"比去年差,裁员,预期不行,特别是文心一言 有走上老路,不接地气","text":"比去年差,裁员,预期不行,特别是文心一言 有走上老路,不接地气","html":"比去年差,裁员,预期不行,特别是文心一言 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英伟达的财报应该是AI股的大利好,今天冲破700.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536788542682664","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536433359693448,"gmtCreate":1771984264094,"gmtModify":1771985768275,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>我觉得写这些股评文章都是扯淡,顶多就是马后炮。股市变化无常,连巴菲特都预测不了。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>我觉得写这些股评文章都是扯淡,顶多就是马后炮。股市变化无常,连巴菲特都预测不了。","text":"$智谱(02513)$ 我觉得写这些股评文章都是扯淡,顶多就是马后炮。股市变化无常,连巴菲特都预测不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536433359693448","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"content":"哈哈 你才知道 这些都是马后炮","text":"哈哈 你才知道 这些都是马后炮","html":"哈哈 你才知道 这些都是马后炮"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}