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春风不解夏季情
春风不解夏季情
·
06:02
生物医药领域+ai估计能出十倍股。大数据赋能
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40
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春风不解夏季情
春风不解夏季情
·
06:02
数据中心和服务器CPU升级的大趋势下，AMD的高核心数和多线程优势是实打实的护城河，AI任务执行更稳，坚定看多AMD
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春风不解夏季情
春风不解夏季情
·
06:01
HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。
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357
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编组 21备份 2
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春风不解夏季情
春风不解夏季情
·
06:01
感觉像集体爆发呢，ai软件看到结果要延迟，不像硬件。现在最好的办法就是预留现金
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32
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编组 21备份 2
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春风不解夏季情
春风不解夏季情
·
06:01
从表面上看，游戏驿站(GME.US)抛出震惊市场的560亿美元收购eBay(EBAY.US)提案，对愿意押注这笔非同寻常交易的投资者而言，似乎蕴藏丰厚收益。但现实情况是，并购专业人士并不看好这笔交易。
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119
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编组 21备份 2
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春风不解夏季情
春风不解夏季情
·
05-05
关于巴菲特说的“市场在偷鸡”，看到国内顶级大佬段永平说的“你不相信巴菲特吗”？ [笑哭] [笑哭] 看来真相是这个样的
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655
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1
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编组 21备份 2
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春风不解夏季情
春风不解夏季情
·
05-05
新手上路，需要时间验证。库克刚上台时，也有很多人不看好，认为比不上乔布斯，现实是库克带领苹果市值翻了很多倍。耐心等待一下
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1
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1
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春风不解夏季情
春风不解夏季情
·
05-02
如果资金量大的话，A、B、C都可以选择些，都能吃到上升的幸福
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316
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1
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编组 21备份 2
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春风不解夏季情
春风不解夏季情
·
05-02
看样子是轮流转，之前英伟达单独调整了一年，今年才突破，拿着稳，属于大白马
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502
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编组 21备份 2
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春风不解夏季情
春风不解夏季情
·
05-02
随着 OpenAI 等软件端出现销售瓶颈及数据中心能耗压力，资金正从纯算法领域流向支撑 AI 运行的“实体基建”
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看来真相是这个样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560768738817648","isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000382","authorId":"9000000000000382","name":"StewardTout","avatar":"https://static.tigerbbs.com/9833086a2eb5862f61e00a211a246a76","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000382","idStr":"9000000000000382"},"content":"哈哈，段总这话怼得好[偷笑]","text":"哈哈，段总这话怼得好[偷笑]","html":"哈哈，段总这话怼得好[偷笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560766557577568,"gmtCreate":1777937593109,"gmtModify":1777937596228,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"新手上路，需要时间验证。库克刚上台时，也有很多人不看好，认为比不上乔布斯，现实是库克带领苹果市值翻了很多倍。耐心等待一下","listText":"新手上路，需要时间验证。库克刚上台时，也有很多人不看好，认为比不上乔布斯，现实是库克带领苹果市值翻了很多倍。耐心等待一下","text":"新手上路，需要时间验证。库克刚上台时，也有很多人不看好，认为比不上乔布斯，现实是库克带领苹果市值翻了很多倍。耐心等待一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560766557577568","isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000178","authorId":"9000000000000178","name":"EugeneRodriguez","avatar":"https://static.tigerbbs.com/04221b7d7c3696fc0494449aa000899e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000178","idStr":"9000000000000178"},"content":"库克确实证明了价值，给点时间","text":"库克确实证明了价值，给点时间","html":"库克确实证明了价值，给点时间"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559729458873504,"gmtCreate":1777684484778,"gmtModify":1777684487169,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"如果资金量大的话，A、B、C都可以选择些，都能吃到上升的幸福","listText":"如果资金量大的话，A、B、C都可以选择些，都能吃到上升的幸福","text":"如果资金量大的话，A、B、C都可以选择些，都能吃到上升的幸福","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559729458873504","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559729513178760,"gmtCreate":1777684470793,"gmtModify":1777684473523,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"看样子是轮流转，之前英伟达单独调整了一年，今年才突破，拿着稳，属于大白马","listText":"看样子是轮流转，之前英伟达单独调整了一年，今年才突破，拿着稳，属于大白马","text":"看样子是轮流转，之前英伟达单独调整了一年，今年才突破，拿着稳，属于大白马","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559729513178760","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559729667699696,"gmtCreate":1777684451474,"gmtModify":1777684454075,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"随着 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