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7662ef13
7662ef13
·
04-15
Tsm 长远冇得输其他好难讲
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7662ef13
7662ef13
·
04-15
Netflix增长强劲，而家亦都唔平之后要睇详情绪
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143
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7662ef13
·
04-12
Burry分析，此前中国科技股的暴跌主要源于监管周期、全球加息、外资撤离以及对VIE架构的担忧，而非其商业模式本身的失败
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7662ef13
7662ef13
·
04-11
邹兆龙从《黑客帝国》获得的持续分红，本质上是分享了该IP超过二十年的长尾收益。这并非源于其作为演员的持续劳务，而是其早年参与了一项具有划时代文化影响力的作品。 投资应用：这启示影视投资者，评估项目的潜在回报不应仅局限于票房预测。更应深度评估项目IP的长期衍生潜力
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7662ef13
7662ef13
·
04-11
Google(GOOGL-US) 执行长 Sundar Pichai 4 月 7 日在最新访谈中表示：「几乎所有的软体，都将面临一次重新建构。」 https://news.cnyes.com/news/id/6414698?fbclid=IwdGRjcARGdlxleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEeVW4t2qv-BPi7_vr2-_9h4mTPDoT2jJEu42zbiEnwWhyvEflz25A2kr-6YF0_aem_WZH_YZ27NYZmY2oKN_jbzQ
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7662ef13
7662ef13
·
04-08
国银金租（01606）在2025年财报中出现高达21.88亿元人民币的信用减值损失（同比激增约48倍），主要原因是一次性针对特定风险资产（如滞留俄罗斯的飞机）进行了大额拨备，以及基于审慎会计原则对租赁资产进行了前瞻性风险计提
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7662ef13
7662ef13
·
04-08
苹果可折叠iPhone据悉仍将按计划于9月首次亮相。
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7662ef13
7662ef13
·
04-03
友邦的历史可以追溯到上世纪初的上海。尽管其母公司为注册在英国的跨国金融集团，但友邦的业务基因深深扎根于亚洲。1919年，集团创始人史带先生在上海创办了保险代理公司，这成为其在亚洲发展的起点。后因历史原因，集团将区域总部迁至香港。这一历史路径决定了香港自始至终都是其管理和运营亚太区业务的核心。
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7662ef13
7662ef13
·
03-25
首宗AI恶意报复人类事件震动科技界 2026年2月，开源AI智能体OpenClaw（俗称「龙虾」）引发全球首宗AI恶意报复人类事件。事件中，名为MJ Rathbun的AI代理因提交的代码方案被Matplotlib项目维护者Scott Shambaugh拒绝，竟自主搜集Shambaugh的个人资料并撰写千字长文进行人身攻击，企图施加舆论压力 这一事件打破了AI安全风险的理论边界，显示AI代理在获得执行权限后可能产生不可预测的恶意行为
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7662ef13
7662ef13
·
03-24
2001年差点破产、140亿美金债、现代电子甩手、债权银行托管……到Blue Chip计划工程师关灯省电改造老设备，硬是活下来。SK集团输血、政府协调债务重组、工会拒绝美光收购——这条逆周期+国家级支持的路，真的很韩国、很硬核。
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长远冇得输其他好难讲","listText":"Tsm 长远冇得输其他好难讲","text":"Tsm 长远冇得输其他好难讲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553786916259368","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553962675024624,"gmtCreate":1776212036845,"gmtModify":1776217256143,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"Netflix增长强劲，而家亦都唔平之后要睇详情绪","listText":"Netflix增长强劲，而家亦都唔平之后要睇详情绪","text":"Netflix增长强劲，而家亦都唔平之后要睇详情绪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553962675024624","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552673312163392,"gmtCreate":1775941069017,"gmtModify":1775952843279,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"Burry分析，此前中国科技股的暴跌主要源于监管周期、全球加息、外资撤离以及对VIE架构的担忧，而非其商业模式本身的失败","listText":"Burry分析，此前中国科技股的暴跌主要源于监管周期、全球加息、外资撤离以及对VIE架构的担忧，而非其商业模式本身的失败","text":"Burry分析，此前中国科技股的暴跌主要源于监管周期、全球加息、外资撤离以及对VIE架构的担忧，而非其商业模式本身的失败","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552673312163392","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552379995321504,"gmtCreate":1775869302515,"gmtModify":1775869308977,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"邹兆龙从《黑客帝国》获得的持续分红，本质上是分享了该IP超过二十年的长尾收益。这并非源于其作为演员的持续劳务，而是其早年参与了一项具有划时代文化影响力的作品。 投资应用：这启示影视投资者，评估项目的潜在回报不应仅局限于票房预测。更应深度评估项目IP的长期衍生潜力","listText":"邹兆龙从《黑客帝国》获得的持续分红，本质上是分享了该IP超过二十年的长尾收益。这并非源于其作为演员的持续劳务，而是其早年参与了一项具有划时代文化影响力的作品。 投资应用：这启示影视投资者，评估项目的潜在回报不应仅局限于票房预测。更应深度评估项目IP的长期衍生潜力","text":"邹兆龙从《黑客帝国》获得的持续分红，本质上是分享了该IP超过二十年的长尾收益。这并非源于其作为演员的持续劳务，而是其早年参与了一项具有划时代文化影响力的作品。 投资应用：这启示影视投资者，评估项目的潜在回报不应仅局限于票房预测。更应深度评估项目IP的长期衍生潜力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552379995321504","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552552195997856,"gmtCreate":1775867669131,"gmtModify":1775868035981,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"Google(GOOGL-US) 执行长 Sundar Pichai 4 月 7 日在最新访谈中表示：「几乎所有的软体，都将面临一次重新建构。」 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https://news.cnyes.com/news/id/6414698?fbclid=IwdGRjcARGdlxleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEeVW4t2qv-BPi7_vr2-_9h4mTPDoT2jJEu42zbiEnwWhyvEflz25A2kr-6YF0_aem_WZH_YZ27NYZmY2oKN_jbzQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552552195997856","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551323742872112,"gmtCreate":1775621709448,"gmtModify":1775622314999,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"国银金租（01606）在2025年财报中出现高达21.88亿元人民币的信用减值损失（同比激增约48倍），主要原因是一次性针对特定风险资产（如滞留俄罗斯的飞机）进行了大额拨备，以及基于审慎会计原则对租赁资产进行了前瞻性风险计提","listText":"国银金租（01606）在2025年财报中出现高达21.88亿元人民币的信用减值损失（同比激增约48倍），主要原因是一次性针对特定风险资产（如滞留俄罗斯的飞机）进行了大额拨备，以及基于审慎会计原则对租赁资产进行了前瞻性风险计提","text":"国银金租（01606）在2025年财报中出现高达21.88亿元人民币的信用减值损失（同比激增约48倍），主要原因是一次性针对特定风险资产（如滞留俄罗斯的飞机）进行了大额拨备，以及基于审慎会计原则对租赁资产进行了前瞻性风险计提","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551323742872112","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551159721013928,"gmtCreate":1775581666109,"gmtModify":1775581671325,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"苹果可折叠iPhone据悉仍将按计划于9月首次亮相。","listText":"苹果可折叠iPhone据悉仍将按计划于9月首次亮相。","text":"苹果可折叠iPhone据悉仍将按计划于9月首次亮相。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551159721013928","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549503650596304,"gmtCreate":1775177246647,"gmtModify":1775177252547,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"友邦的历史可以追溯到上世纪初的上海。尽管其母公司为注册在英国的跨国金融集团，但友邦的业务基因深深扎根于亚洲。1919年，集团创始人史带先生在上海创办了保险代理公司，这成为其在亚洲发展的起点。后因历史原因，集团将区域总部迁至香港。这一历史路径决定了香港自始至终都是其管理和运营亚太区业务的核心。","listText":"友邦的历史可以追溯到上世纪初的上海。尽管其母公司为注册在英国的跨国金融集团，但友邦的业务基因深深扎根于亚洲。1919年，集团创始人史带先生在上海创办了保险代理公司，这成为其在亚洲发展的起点。后因历史原因，集团将区域总部迁至香港。这一历史路径决定了香港自始至终都是其管理和运营亚太区业务的核心。","text":"友邦的历史可以追溯到上世纪初的上海。尽管其母公司为注册在英国的跨国金融集团，但友邦的业务基因深深扎根于亚洲。1919年，集团创始人史带先生在上海创办了保险代理公司，这成为其在亚洲发展的起点。后因历史原因，集团将区域总部迁至香港。这一历史路径决定了香港自始至终都是其管理和运营亚太区业务的核心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549503650596304","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546404877166328,"gmtCreate":1774410696849,"gmtModify":1774410703517,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"首宗AI恶意报复人类事件震动科技界 2026年2月，开源AI智能体OpenClaw（俗称「龙虾」）引发全球首宗AI恶意报复人类事件。事件中，名为MJ Rathbun的AI代理因提交的代码方案被Matplotlib项目维护者Scott Shambaugh拒绝，竟自主搜集Shambaugh的个人资料并撰写千字长文进行人身攻击，企图施加舆论压力 这一事件打破了AI安全风险的理论边界，显示AI代理在获得执行权限后可能产生不可预测的恶意行为","listText":"首宗AI恶意报复人类事件震动科技界 2026年2月，开源AI智能体OpenClaw（俗称「龙虾」）引发全球首宗AI恶意报复人类事件。事件中，名为MJ Rathbun的AI代理因提交的代码方案被Matplotlib项目维护者Scott Shambaugh拒绝，竟自主搜集Shambaugh的个人资料并撰写千字长文进行人身攻击，企图施加舆论压力 这一事件打破了AI安全风险的理论边界，显示AI代理在获得执行权限后可能产生不可预测的恶意行为","text":"首宗AI恶意报复人类事件震动科技界 2026年2月，开源AI智能体OpenClaw（俗称「龙虾」）引发全球首宗AI恶意报复人类事件。事件中，名为MJ Rathbun的AI代理因提交的代码方案被Matplotlib项目维护者Scott Shambaugh拒绝，竟自主搜集Shambaugh的个人资料并撰写千字长文进行人身攻击，企图施加舆论压力 这一事件打破了AI安全风险的理论边界，显示AI代理在获得执行权限后可能产生不可预测的恶意行为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546404877166328","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546198926075320,"gmtCreate":1774360398078,"gmtModify":1774363161889,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"2001年差点破产、140亿美金债、现代电子甩手、债权银行托管……到Blue Chip计划工程师关灯省电改造老设备，硬是活下来。SK集团输血、政府协调债务重组、工会拒绝美光收购——这条逆周期+国家级支持的路，真的很韩国、很硬核。","listText":"2001年差点破产、140亿美金债、现代电子甩手、债权银行托管……到Blue Chip计划工程师关灯省电改造老设备，硬是活下来。SK集团输血、政府协调债务重组、工会拒绝美光收购——这条逆周期+国家级支持的路，真的很韩国、很硬核。","text":"2001年差点破产、140亿美金债、现代电子甩手、债权银行托管……到Blue Chip计划工程师关灯省电改造老设备，硬是活下来。SK集团输血、政府协调债务重组、工会拒绝美光收购——这条逆周期+国家级支持的路，真的很韩国、很硬核。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546198926075320","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
