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春天风云

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- 春天风云春天风云
  ·04-26
  电源，封装，测试，光模块… 也是英伟达的产业链，不管哪家芯片企业都需要，可以反复操作或者持有不动
  486 评论
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- 春天风云春天风云
  ·04-26
  现任硬件工程高级副总裁约翰·特努斯（John Ternus）被任命为下一任 CEO
  311 评论
  1
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- 春天风云春天风云
  ·04-26
  股价自历史高位腰斩过半，当前远期市盈率仅 14-15 倍，处于多年估值洼地，客观上进入了具备一定安全边际的困境反转观察区间。
  305 评论
  1
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- 春天风云春天风云
  ·04-26
  2026年肯定又是半导体年，半导体的需求还是没有彻底解决，持续看好英伟达、台积电
  699 评论
  1
  分享
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- 春天风云春天风云
  ·04-26
  连续好几年半导体咔咔一直涨，把美股带上新的高度，从目前来看，不会跌，而且可能会再次有新的高度
  245 评论
  1
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- 春天风云春天风云
  ·04-26
  软件行业最大的问题是信任，怎么向市场证明自己不会被取代
  286 1
  1
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- 春天风云春天风云
  ·04-18
  原油又100了，哈哈哈。感觉来来回回做原油应该野不少赚。所以这个时候可以用一些期权策略，这样再波动中赚钱，加油
  2,277 评论
  2
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- 春天风云春天风云
  ·04-18
  反弹的太快了，没有跟上。加仓还是少了，感觉可以继续再继续加点仓，相信美股，加油⛽️
  542 1
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- 春天风云春天风云
  ·04-18
  不敢追高因为结合各项量化指标结论是目前行情是空头平仓惯性上涨但是二季度几乎没有好消息
  581 1
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- 春天风云春天风云
  ·04-18
  SpaceX和特斯拉计划自建芯片工厂，用于车载/机器人芯片、轨道数据中心（太空算力），英特尔也加入了该项目
  1,265 评论
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因为结合各项量化指标 结论是目前行情是空头平仓惯性上涨 但是二季度几乎没有好消息","listText":"不敢追高 因为结合各项量化指标 结论是目前行情是空头平仓惯性上涨 但是二季度几乎没有好消息","text":"不敢追高 因为结合各项量化指标 结论是目前行情是空头平仓惯性上涨 但是二季度几乎没有好消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554746334161088","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000479","authorId":"9000000000000479","name":"MignonPitman","avatar":"https://static.tigerbbs.com/81107c0431f248a6c5b526745a8ca6e4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000479","authorIdStr":"9000000000000479"},"content":"确实，现在追高风险太大了。","text":"确实，现在追高风险太大了。","html":"确实，现在追高风险太大了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554746291545840,"gmtCreate":1776470743353,"gmtModify":1776470746084,"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":[],"title":"","htmlText":"SpaceX和特斯拉计划自建芯片工厂，用于车载/机器人芯片、轨道数据中心（太空算力），英特尔也加入了该项目","listText":"SpaceX和特斯拉计划自建芯片工厂，用于车载/机器人芯片、轨道数据中心（太空算力），英特尔也加入了该项目","text":"SpaceX和特斯拉计划自建芯片工厂，用于车载/机器人芯片、轨道数据中心（太空算力），英特尔也加入了该项目","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554746291545840","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}