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梦想快实现
梦想快实现
·
05-16
美光的弯道超车策略极具战略眼光，他们跳过HBM3，直接将全部研发资源砸向更先进的HBM3E/HBM4，成功打入英伟达H200、B100及下一代Vera Rubin架构供应链。更关键的是，美光HBM产品的功耗比竞争对手低近30%，在数据中心场景下，功耗直接决定散热成本，是 hyperscaler 选型的核心指标。
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梦想快实现
梦想快实现
·
05-16
同样是AI硬生态，$EUV代表的光通信、测试设备属于“卖铲子”，$DRAM叠加了存储涨价和全球定价权。两者走势逻辑不可简单复制。
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梦想快实现
梦想快实现
·
05-16
比起数据，更信情绪。特朗普来华签大单利好券商，布局券商板块赌成交量。
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558
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1
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梦想快实现
梦想快实现
·
05-16
CBRS这类强关联AI的新股上市，肯定能带动半导体板块（SOX）的投资情绪。但要注意板块处于高位，谨防利好落地后的回调风险。
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1,002
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1
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1
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梦想快实现
梦想快实现
·
05-16
底仓必须配置标普500宽基，像特朗普那样懂长线逻辑。小仓位追逐AI热点，确保自己的大资金睡得安稳。
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964
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2
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1
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梦想快实现
梦想快实现
·
05-12
英伟达和美光公司像比较个人，更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的
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3
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梦想快实现
梦想快实现
·
05-09
还是看好存储吧，这种业绩兑现与情绪共振的长周期题材是非常罕见的
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梦想快实现
梦想快实现
·
05-09
赞同“GPU独涨行情已过”的说法。CPU全面开花是接下来的主力节奏，看这预测，我站低功耗王者ARM
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梦想快实现
梦想快实现
·
05-09
这波半导体才刚刚开始向上，还没有真正发力，这可能是今年整年的领头羊，看好！
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梦想快实现
梦想快实现
·
05-09
Agentic AI时代，软件价值远超硬件！云计算+网安+应用全面扩散，大概率是牛市第二阶段的开启。
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但券商真有这量吗","text":"情绪盘我懂 但券商真有这量吗","html":"情绪盘我懂 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哈哈 你AI仓会控在几成","text":"这思路能睡稳 哈哈 你AI仓会控在几成","html":"这思路能睡稳 哈哈 你AI仓会控在几成"},{"author":{"id":"9000000000000183","authorId":"9000000000000183","name":"BobbyLopez","avatar":"https://static.tigerbbs.com/f0c95f558bdc0b169aeac2db30419dc8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000183","authorIdStr":"9000000000000183"},"content":"家人们底仓稳了 小仓还追得动吗","text":"家人们底仓稳了 小仓还追得动吗","html":"家人们底仓稳了 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