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春天风云
春天风云
·
01-07 19:57
我的核心判断是：目前的暴涨只是“超级周期”的第一乐章，远未到落幕的时候。目前的上涨不仅仅是情绪炒作，而是由“量价齐升”的硬逻辑支撑的： ● 涨价才刚开始： 三星、SK海力士计划在一季度将DRAM价格上调60%-70%。通常涨价传导到财报需要时间，现在的股价更多是反应对2026年上半年业绩爆发的预期。 ● 供需缺口拉大： 2026年的供需缺口预计在5%左右，且这种短缺会持续到2027年。只要AI服务器还在疯狂建设，存储就是最卡脖子的环节。 ● 历史重演： 有分析师将现在的局面比作1993年的“内存超级周期”，当时供需失衡带来了股价的数倍增长。 所以，现在的27%涨幅（SanDisk）或历史新高（美光），更像是牛市初期的“启动信号”，而不是“见顶信号”。
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春天风云
春天风云
·
01-07 19:57
看涨英伟达，的确市盈率不高，和特斯拉比非常的，所以我坚持看涨。期待达子上300
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春天风云
春天风云
·
01-07 19:55
AI的高速发展促进了数据中心的大规模建设， 需要存储的数据也是 指数级的爆发式增长因此存储相关公司还会再涨
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春天风云
春天风云
·
01-07 19:53
英伟达最最近上涨势头不强，主要是因为炒的时间太长，长的也太高了，体量太大，因此需要横盘震荡消化压力，形成共识后再选择方向
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春天风云
春天风云
·
01-06 20:47
看好特斯拉，特斯拉的自动驾驶到2026年是关键一年，现在美国应该是开始上线了，看别人的试驾效果不错。值得投入特斯拉。建议增持。
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春天风云
春天风云
·
01-06 20:47
比特币本轮跌幅巨大，需要反复的横盘震荡 才可能筑底成功， 月底创新高的概率很少的
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春天风云
春天风云
·
01-06 07:12
对美股来讲是利好，因为委内瑞拉的资源可以为美国提供很好的能源安全， 只要战争不进入拉锯战那么对美股来讲就是利好
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春天风云
春天风云
·
2025-12-31
非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。
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春天风云
春天风云
·
2025-12-31
明年继续看好黄金也看好白银，但白银波动比较大一旦趋势走坏，要及时撤出来
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春天风云
春天风云
·
2025-12-31
没有英伟达是不合理的，明年我看好博通美观苹果谷歌，英伟达
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需要存储的数据也是 指数级的爆发式增长因此存储相关公司还会再涨","listText":"AI的高速发展促进了数据中心的大规模建设， 需要存储的数据也是 指数级的爆发式增长因此存储相关公司还会再涨","text":"AI的高速发展促进了数据中心的大规模建设， 需要存储的数据也是 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才可能筑底成功， 月底创新高的概率很少的","listText":"比特币本轮跌幅巨大，需要反复的横盘震荡 才可能筑底成功， 月底创新高的概率很少的","text":"比特币本轮跌幅巨大，需要反复的横盘震荡 才可能筑底成功， 月底创新高的概率很少的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/518858485924440","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000193","authorId":"9000000000000193","name":"RaymondReed","avatar":"https://static.tigerbbs.com/68fefa8b6967baff5cacb26fda20e4e2","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000193","authorIdStr":"9000000000000193"},"content":"这波跌得狠，筑底磨人，月底冲高难啊。","text":"这波跌得狠，筑底磨人，月底冲高难啊。","html":"这波跌得狠，筑底磨人，月底冲高难啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518889566871864,"gmtCreate":1767654768060,"gmtModify":1767654770264,"author":{"id":"4133509870428530","authorId":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133509870428530","authorIdStr":"4133509870428530"},"themes":[],"htmlText":"对美股来讲是利好，因为委内瑞拉的资源可以为美国提供很好的能源安全， 只要战争不进入拉锯战那么对美股来讲就是利好","listText":"对美股来讲是利好，因为委内瑞拉的资源可以为美国提供很好的能源安全， 只要战争不进入拉锯战那么对美股来讲就是利好","text":"对美股来讲是利好，因为委内瑞拉的资源可以为美国提供很好的能源安全， 只要战争不进入拉锯战那么对美股来讲就是利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/518889566871864","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274705372315","authorId":"3479274705372315","name":"pangngk","avatar":"https://static.laohu8.com/picture35","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274705372315","authorIdStr":"3479274705372315"},"content":"能源安全稳了，美股冲一波！","text":"能源安全稳了，美股冲一波！","html":"能源安全稳了，美股冲一波！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516953942524240,"gmtCreate":1767183623211,"gmtModify":1767183627652,"author":{"id":"4133509870428530","authorId":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133509870428530","authorIdStr":"4133509870428530"},"themes":[],"htmlText":"非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。","listText":"非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。","text":"非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516953942524240","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000166","authorId":"9000000000000166","name":"WayneEvans","avatar":"https://static.tigerbbs.com/b73fcf703208d4148b7de71c9ac07beb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000166","authorIdStr":"9000000000000166"},"content":"收购太神了，Meta估值要爆涨！","text":"收购太神了，Meta估值要爆涨！","html":"收购太神了，Meta估值要爆涨！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516505255548096,"gmtCreate":1767129205683,"gmtModify":1767129208538,"author":{"id":"4133509870428530","authorId":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133509870428530","authorIdStr":"4133509870428530"},"themes":[],"htmlText":"明年继续看好黄金也看好白银，但白银波动比较大一旦趋势走坏，要及时撤出来","listText":"明年继续看好黄金也看好白银，但白银波动比较大一旦趋势走坏，要及时撤出来","text":"明年继续看好黄金也看好白银，但白银波动比较大一旦趋势走坏，要及时撤出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516505255548096","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000350","authorId":"9000000000000350","name":"WendyDelia","avatar":"https://static.tigerbbs.com/4251b0865bcc1b377ea2bcfe346610fa","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000350","authorIdStr":"9000000000000350"},"content":"黄金稳白银猛，趋势坏快溜！","text":"黄金稳白银猛，趋势坏快溜！","html":"黄金稳白银猛，趋势坏快溜！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516505214293192,"gmtCreate":1767129178429,"gmtModify":1767129181250,"author":{"id":"4133509870428530","authorId":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133509870428530","authorIdStr":"4133509870428530"},"themes":[],"htmlText":"没有英伟达是不合理的，明年我看好博通美观苹果谷歌，英伟达","listText":"没有英伟达是不合理的，明年我看好博通美观苹果谷歌，英伟达","text":"没有英伟达是不合理的，明年我看好博通美观苹果谷歌，英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516505214293192","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000528","authorId":"9000000000000528","name":"JudyFrederick","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000528","authorIdStr":"9000000000000528"},"content":"博通苹果谷歌英伟达，明年必涨！","text":"博通苹果谷歌英伟达，明年必涨！","html":"博通苹果谷歌英伟达，明年必涨！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}