社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
春天风云
IP属地：河北
+关注
帖子 · 236
帖子 · 236
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
春天风云
春天风云
·
05-12 05:15
主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。
看
109
回复
2
点赞
点赞
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-12 05:14
同时看好英伟达和美光两个优秀公司，从股价走势上来看英伟达长期炒作比较充分。而伴随着人工智能快速发展带来的存储需求爆发式增长，市场和投资者以前预期没有打得很满，因此，短线美观公司丈夫更不忙，更具有弹性
看
131
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-09
谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的
看
393
回复
评论
点赞
1
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-09
UBS把ARM目标价从175直接干到245刀，40%的涨幅预期太顶了。AI服务器对能效和核心数的苛刻要求，ARM完美契合！
看
626
回复
评论
点赞
1
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-09
存储只要几家商量好控制产能，就可以回避以前的滞销状态，而ai需求就是控产最好的条件，是有可能维持长期景气的[贱笑]
看
127
回复
1
点赞
1
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-09
图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。
看
212
回复
评论
点赞
1
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-09
干不赢亚马逊，人家亚马逊现在主要营收是云服务，零售利润并不高。
看
147
回复
评论
点赞
1
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-05
主要看他有什么投资决策吧，根据决策可以判断他到底是继续维持巴菲特的风格还是有所改变，市场会有自己的判断[开心]
看
612
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-02
从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事
看
566
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春天风云
春天风云
·
05-02
今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”
看
499
回复
2
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4133509870428530","uuid":"4133509870428530","gmtCreate":1680237367136,"gmtModify":1680249154039,"name":"春天风云","pinyin":"ctfychuntianfengyun","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":17,"headSize":8,"tweetSize":236,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"河北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":563222474641536,"gmtCreate":1778534120240,"gmtModify":1778534122966,"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":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","listText":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","text":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/563222474641536","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000142","authorId":"9000000000000142","name":"DanielWilson","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000142","authorIdStr":"9000000000000142"},"content":"我也盯芯片股 现在就说脱周期还是早了点 你更看库存还是capex？","text":"我也盯芯片股 现在就说脱周期还是早了点 你更看库存还是capex？","html":"我也盯芯片股 现在就说脱周期还是早了点 你更看库存还是capex？"},{"author":{"id":"9000000000000717","authorId":"9000000000000717","name":"AlvaThompson","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000717","authorIdStr":"9000000000000717"},"content":"周期没消失 只是波动钝化了 你看的是定价权还是产能结构？","text":"周期没消失 只是波动钝化了 你看的是定价权还是产能结构？","html":"周期没消失 只是波动钝化了 你看的是定价权还是产能结构？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563222436001496,"gmtCreate":1778534094880,"gmtModify":1778534098126,"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":"同时看好英伟达和美光两个优秀公司，从股价走势上来看英伟达长期炒作比较充分。而伴随着人工智能快速发展带来的存储需求爆发式增长，市场和投资者以前预期没有打得很满，因此，短线美观公司丈夫更不忙，更具有弹性","listText":"同时看好英伟达和美光两个优秀公司，从股价走势上来看英伟达长期炒作比较充分。而伴随着人工智能快速发展带来的存储需求爆发式增长，市场和投资者以前预期没有打得很满，因此，短线美观公司丈夫更不忙，更具有弹性","text":"同时看好英伟达和美光两个优秀公司，从股价走势上来看英伟达长期炒作比较充分。而伴随着人工智能快速发展带来的存储需求爆发式增长，市场和投资者以前预期没有打得很满，因此，短线美观公司丈夫更不忙，更具有弹性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563222436001496","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000626","authorId":"9000000000000626","name":"DonnaMay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000626","authorIdStr":"9000000000000626"},"content":"美光弹性这点我认 同期谁更稳","text":"美光弹性这点我认 同期谁更稳","html":"美光弹性这点我认 同期谁更稳"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562161372047032,"gmtCreate":1778278190413,"gmtModify":1778278192690,"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":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","listText":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","text":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562161372047032","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562161537049568,"gmtCreate":1778278169355,"gmtModify":1778278171583,"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":"UBS把ARM目标价从175直接干到245刀，40%的涨幅预期太顶了。AI服务器对能效和核心数的苛刻要求，ARM完美契合！","listText":"UBS把ARM目标价从175直接干到245刀，40%的涨幅预期太顶了。AI服务器对能效和核心数的苛刻要求，ARM完美契合！","text":"UBS把ARM目标价从175直接干到245刀，40%的涨幅预期太顶了。AI服务器对能效和核心数的苛刻要求，ARM完美契合！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562161537049568","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562161126646808,"gmtCreate":1778278140152,"gmtModify":1778278142647,"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":"存储只要几家商量好控制产能，就可以回避以前的滞销状态，而ai需求就是控产最好的条件，是有可能维持长期景气的[贱笑]","listText":"存储只要几家商量好控制产能，就可以回避以前的滞销状态，而ai需求就是控产最好的条件，是有可能维持长期景气的[贱笑]","text":"存储只要几家商量好控制产能，就可以回避以前的滞销状态，而ai需求就是控产最好的条件，是有可能维持长期景气的[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562161126646808","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000645","authorId":"9000000000000645","name":"CornellRudolph","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000645","authorIdStr":"9000000000000645"},"content":"这逻辑像卡特尔 能撑多久","text":"这逻辑像卡特尔 能撑多久","html":"这逻辑像卡特尔 能撑多久"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562161332089872,"gmtCreate":1778278120205,"gmtModify":1778278123026,"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":"图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。","listText":"图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。","text":"图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562161332089872","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562161195447352,"gmtCreate":1778278086930,"gmtModify":1778278089476,"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":"干不赢亚马逊，人家亚马逊现在主要营收是云服务，零售利润并不高。","listText":"干不赢亚马逊，人家亚马逊现在主要营收是云服务，零售利润并不高。","text":"干不赢亚马逊，人家亚马逊现在主要营收是云服务，零售利润并不高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562161195447352","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560766856279264,"gmtCreate":1777937756335,"gmtModify":1777937759109,"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":"主要看他有什么投资决策吧，根据决策可以判断他到底是继续维持巴菲特的风格还是有所改变，市场会有自己的判断[开心]","listText":"主要看他有什么投资决策吧，根据决策可以判断他到底是继续维持巴菲特的风格还是有所改变，市场会有自己的判断[开心]","text":"主要看他有什么投资决策吧，根据决策可以判断他到底是继续维持巴菲特的风格还是有所改变，市场会有自己的判断[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560766856279264","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000417","authorId":"9000000000000417","name":"QuinnKelvin","avatar":"https://static.tigerbbs.com/70eb8e5a109296fe82a90563211f430b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000417","authorIdStr":"9000000000000417"},"content":"说得对，市场自有分寸。","text":"说得对，市场自有分寸。","html":"说得对，市场自有分寸。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559729139835008,"gmtCreate":1777684311950,"gmtModify":1777684314360,"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":"从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事","listText":"从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事","text":"从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559729139835008","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000549","authorId":"9000000000000549","name":"JamesWalton","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000549","authorIdStr":"9000000000000549"},"content":"这慢牛估计还能走挺久","text":"这慢牛估计还能走挺久","html":"这慢牛估计还能走挺久"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559728753484560,"gmtCreate":1777684304720,"gmtModify":1777684307249,"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":"今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”","listText":"今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”","text":"今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/559728753484560","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274726597090","authorId":"3479274726597090","name":"Leoopl","avatar":"https://static.laohu8.com/picture57","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274726597090","authorIdStr":"3479274726597090"},"content":"波段控仓确实适合今年震荡的行情。","text":"波段控仓确实适合今年震荡的行情。","html":"波段控仓确实适合今年震荡的行情。"},{"author":{"id":"3479274786048707","authorId":"3479274786048707","name":"YTGIRL","avatar":"https://static.tigerbbs.com/d3b083265fa0ef398f6dde7ecd975e85","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274786048707","authorIdStr":"3479274786048707"},"content":"同感，五月不动仓，稳一点好。","text":"同感，五月不动仓，稳一点好。","html":"同感，五月不动仓，稳一点好。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}