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谈今论股
谈今论股
·
07-24 16:29
$今海医疗科技-新(02225)$
这个要加速突破的节奏呀
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谈今论股
谈今论股
·
07-24 16:29
$智谱(02513)$
下星期会不会补跌
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谈今论股
谈今论股
·
07-24 16:28
$民银资本(01141)$
有勇士抄底吗?
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谈今论股
谈今论股
·
07-24 14:56
$大洋集团(01991)$
市面上机器人公司大多拼算法,大洋集团拼 "躯体"—— 仿生皮肤、肌肉、骨骼,这是具身智能里最缺的硬件能力。
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谈今论股
谈今论股
·
07-24 14:56
$阿里巴巴-W(09988)$
今天死翘翘了
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谈今论股
谈今论股
·
07-23
$今海医疗科技(02225)$
这个要加速突破的节奏呀
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谈今论股
谈今论股
·
07-22
$今海医疗科技(02921)$
这个要加速突破的节奏呀
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谈今论股
谈今论股
·
07-22
$海光芯正(01191)$
备受关注
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谈今论股
谈今论股
·
07-22
$阿里巴巴-W(09988)$
明天能入吗?
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谈今论股
谈今论股
·
07-06
$博泰车联(02889)$
谁能想到一个做车机的公司突然杀进光通信? 最近跟全球AI芯片巨头英伟达签了战略合作,还要收购光电芯片公司。逻辑很顺——L4自动驾驶一天几TB数据,铜缆扛不住,车载光通信是刚需;再叠加AI数据中心800G/1.6T光模块的爆发,直接打开第二增长曲线。
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明天能入吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/588500371415560","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":582833292182448,"gmtCreate":1783324719869,"gmtModify":1783325015315,"author":{"id":"4107612084981750","authorId":"4107612084981750","name":"谈今论股","avatar":"https://static.tigerbbs.com/59ec5fb35863484255ebc8aebe767f64","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107612084981750","idStr":"4107612084981750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a>谁能想到一个做车机的公司突然杀进光通信? 最近跟全球AI芯片巨头英伟达签了战略合作,还要收购光电芯片公司。逻辑很顺——L4自动驾驶一天几TB数据,铜缆扛不住,车载光通信是刚需;再叠加AI数据中心800G/1.6T光模块的爆发,直接打开第二增长曲线。","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a>谁能想到一个做车机的公司突然杀进光通信? 最近跟全球AI芯片巨头英伟达签了战略合作,还要收购光电芯片公司。逻辑很顺——L4自动驾驶一天几TB数据,铜缆扛不住,车载光通信是刚需;再叠加AI数据中心800G/1.6T光模块的爆发,直接打开第二增长曲线。","text":"$博泰车联(02889)$ 谁能想到一个做车机的公司突然杀进光通信? 最近跟全球AI芯片巨头英伟达签了战略合作,还要收购光电芯片公司。逻辑很顺——L4自动驾驶一天几TB数据,铜缆扛不住,车载光通信是刚需;再叠加AI数据中心800G/1.6T光模块的爆发,直接打开第二增长曲线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582833292182448","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}