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grampus

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- grampusgrampus
  ·07-30
  话说得很漂亮，谁都懂，但实际上是怎么回事？
  东方港湾但斌：大跌一定要敢买已将“剩余子弹打光”
  智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，“大跌一定要敢买，刚把剩余的子弹打光”，引发市场关注。此前，但斌曾发文提醒杠杆投资风险。尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持积极判断。不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。
  东方港湾但斌：大跌一定要敢买已将“剩余子弹打光”
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- grampusgrampus
  ·05-08
  ‌$美光科技(MU)$ ‌‌$美光科技(MU)$ ‌ 一直看好，但是跌得凶的时候，扛不住了，把40%的仓位换成了西部数据，刚开始西部数据跑的比美光快，心理上后悔没全换，现在是觉得为什么当初要换呢？
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- grampusgrampus
  ·03-26
  这个TurboQuant 论文，好像去年就炒过一次。一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份康奈尔大学发表一个标2026年3月份， google 发表。很奇怪，google 有这样的技术，自己偷偷摸摸干出来不就好了，为什么发表出去？
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- grampusgrampus
  ·02-06
  ‌各位能不能分析一下，这只股票为什么跌？四大存储，明明，这股是最好的，有HBM，有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？
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href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY.US)已经成为这一轮AI行情阶段性的标志性公司之一，当前市场调整节奏较快，短期方向大概率很快就会见分晓。</strong></p><p>不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。他表示，从更长时间维度来看，只有供需格局持续优化、盈利能力稳步改善的企业，才有机会穿越一轮又一轮行业周期，为投资者创造持续回报。</p><p>近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。公开披露的海外持仓显示，其长期重仓<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI产业链龙头企业，同时也持续关注包括存储芯片在内的AI硬件赛道。他此前曾表示，相信AI产业仍处于长期成长周期，即便市场经历阶段性调整，优质公司的长期价值仍有望不断兑现。</p></body></html>","source":"stock_zhitongcaijing","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1473489.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","EFIV":"SPDR S&P 500 ESG ETF","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","07388":"南方两倍做空英伟达","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","CLSE":"Convergence Long/Short Equity 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自己偷偷摸摸干出来不就好了，为什么发表出去？","text":"这个TurboQuant 论文， 好像去年就炒过一次。 一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份 康奈尔大学发表 一个标2026年3月份， google 发表。 很奇怪，google 有这样的技术， 自己偷偷摸摸干出来不就好了，为什么发表出去？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546785750471584","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529889555366160,"gmtCreate":1770388538439,"gmtModify":1770683400070,"author":{"id":"3548968255975555","authorId":"3548968255975555","name":"grampus","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548968255975555","authorIdStr":"3548968255975555"},"themes":[],"title":"","htmlText":"‌各位能不能分析一下，这只股票为什么跌？ 四大存储，明明，这股是最好的，有HBM， 有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？","listText":"‌各位能不能分析一下，这只股票为什么跌？ 四大存储，明明，这股是最好的，有HBM， 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