社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
hkshark
別人笑我太瘋癲 我笑他人看不穿
IP属地:未知
+关注
帖子 · 32
帖子 · 32
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
hkshark
hkshark
·
01-09 23:48
晒一晒徽章。
看
2
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-09 12:03
点解我拣呢三样礼品,因为正好对应投资回报嘅三大核心:风险控制、果断捕捉、效率提升,简洁又贴题。 1.招财虎摆件(风险控制)老虎咬钱或抱福袋,唔单止招财,更加象征投资者要够醒目守住本金,唔贪心恋战,好似设止损位一样稳阵。日常摆喺枱面,日日提醒自己:市场波动大,唔好追高杀低,先求保本再图利润。作为专业投资者,我最注重风险管理,呢个摆件就系心态嘅小锚,帮你避开情绪陷阱,长远嚟讲,稳住阵脚先有持续回报。呢种寓意,喺香港快节奏投资环境超实用,唔使迷信,纯粹心理暗示够强。 2.小金虎抱福袋(果断捕捉)小金虎抱紧福袋,寓意抓住财富唔放手,正如入市要够快够准,捕捉波幅转化盈利。投资世界机会稍纵即逝,犹豫就错过,呢个金虎就代表果断出手嘅勇气:见势加仓,锁定回报最大化。对我嚟讲,呢样礼品唔止可爱,更加系行动提醒—好似options trading咁,timing对咗一单顶十单。喺港股美股日日变,呢种「抱袋」心态帮你训练决策速度,唔使等完美时刻,够胆识够timing就赢。 3.磁力卡套支架(效率提升)磁力卡套加手机支架二合一,吸金能力强之余,亦都超实用一物多用:放卡、门禁、支撑手机睇盘,瞬间提升工作流畅度,好比优化投资组合,悭时生财。投资者每日对数据、K线、news,呢个神器让你一手搞掂,唔使乱七八糟,效率up回报自然跟住升。喺香港通勤忙碌,呢样工具帮你keep住节奏,边搭地铁边check portfolio,零碎片化时间都变资产。 专业投资就系时间游戏,呢个礼品完美体现「少做多得」哲学,日常用得多,回报感加倍。
看
39
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-07 22:47
持续买入中,要嚟收息也不错。
看
0
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-07
多谢老虎,希望唔好破发。
看
9
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-07
希望有肉食。
看
1
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-06
新年流流,唔好破发。
看
2
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-06
新年流流,唔好破发。
看
1
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-06
新年流流,唔好破发。
看
13
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-05
近排韩股真系旺到爆,记忆体两大巨头三星同SK海力士又再一次成为市场焦点。消息话三星股价一口气弹近5%,高位直迫甚至突破历史新高,SK海力士都唔弱,跟住升咗差唔多3%,带起成个半导体板块好似开住Turbo噉冲。背后原因好清楚,就系AI同高阶运算带动高频宽记忆体需求急升,DRAM同HBM价格持续加价,令到两间公司盈利预期一路上调。而家记忆体基本上系卖方市场,产能短缺预计会拉长到2026年,PC、Notebook甚至伺服器厂都要排队抢货,之后整机售价好大机会跟住水涨船高。对投资者嚟讲,呢种供不应求就等于现金机,大家自然争住买货,科技股气氛都即刻靓晒。不过,行业始终有周期性,如果之后各大厂扩产过头,又或者终端需求因为价格升得太急而放慢,股价都有机会由高位回吐,所以追入都要谂清楚风险。至于香港市场方面,南方东英出嘅三星电子每日2倍杠杆产品,因为正股大升,单日升幅可以去到双位数,炒短线嘅朋友成日用嚟放大部署方向感。SK海力士都有类似嘅每日2倍杠杆ETF,被称为全球唯一追踪呢只韩股嘅杠杆型产品,啱晒想喺亚洲时段捕捉波幅嘅炒家。当然,杠杆产品升得快,跌起上嚟都一样狠,唔熟条数、唔set止蚀嘅话,好容易由赚变蚀,所以参赛写作可以强调「高增长、高风险」呢个对比,效果会几有戏剧性。
看
231
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
hkshark
hkshark
·
01-05
随著CES将于1月初开幕,全球科技产业的目光再次聚焦在拉斯维加斯这个舞台。每一年,CES不只是新品发表会,更像是一面水晶球,让人提早看见未来十二到十八个月的技术路线。今年投资者尤其关注的一个问题,是领先的晶片制造商如何在「人工智能下一阶段」重新定位自己,从云端走向边缘、从资料中心走向日常生活。今年的焦点,毫无疑问落在Nvidia与AMD两大阵营身上。Nvidia凭借CUDA与完善的软硬体生态,在资料中心AI训练市场上早已稳坐龙头,但面对成长放缓与监管压力,它需要在CES上向大众展示:AI不只属于超级伺服器,也可以透过小型GPU、车载平台与机器人方案,渗透到每一个家庭与企业。而AMD则在过去两年急起直追,MI系列加速卡打进云端大客户,Ryzen与EPYC处理器也凭效能与能效优势,逐渐改写传统CPU格局。对AMD而言,CES既是追赶者证明自己有能力「平推」Nvidia的战场,也是向消费者宣告:AI PC与家用装置,同样可以由它主导。除了这两家龙头,今年CES更被视为「人工智能硬体展示平台」的分水岭。过去一年,各种AI装置从智慧耳机、家用机器人到生成式AI笔电陆续问世,但真正能打动消费者、让人愿意长期使用的产品仍然有限。这一次,许多厂商将展示更贴近日常生活的方案,例如具备即时翻译、个人化健康建议与在地运算的穿戴式装置,以及可在离线环境执行大型语言模型的家用中枢。市场关注的,不再只是「参数有多大」、「效能有多快」,而是这些设备能否解决通膨环境下的成本压力与能源消耗,并真正成为提升效率的工具,而非短暂的新奇玩具。至于「谁会给我们惊喜」,答案或许不只在Nvidia与AMD身上。当然,两家公司若能在AI PC、边缘运算或开源软体生态上抛出超出预期的合作与规格,仍会左右投资者情绪。但真正的黑马,可能来自那些长期默默耕耘感测器、记忆体或电源管理晶片的厂商。因为当大型模型走出云端、进入数以亿计
看
712
回复
评论
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":"4187311403165232","uuid":"4187311403165232","gmtCreate":1724208256170,"gmtModify":1755167971719,"name":"hkshark","pinyin":"hkshark","introduction":"","introductionEn":"","signature":"別人笑我太瘋癲 我笑他人看不穿","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":0,"tweetSize":32,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":519940350083664,"gmtCreate":1767973739284,"gmtModify":1767973744340,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"晒一晒徽章。","listText":"晒一晒徽章。","text":"晒一晒徽章。","images":[{"img":"https://community-static.tradeup.com/news/2887812ab1ef6873e5c13511f4f558b7","width":"2200","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519940350083664","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":519713147008200,"gmtCreate":1767931391926,"gmtModify":1767934116195,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"htmlText":"点解我拣呢三样礼品,因为正好对应投资回报嘅三大核心:风险控制、果断捕捉、效率提升,简洁又贴题。 1.招财虎摆件(风险控制)老虎咬钱或抱福袋,唔单止招财,更加象征投资者要够醒目守住本金,唔贪心恋战,好似设止损位一样稳阵。日常摆喺枱面,日日提醒自己:市场波动大,唔好追高杀低,先求保本再图利润。作为专业投资者,我最注重风险管理,呢个摆件就系心态嘅小锚,帮你避开情绪陷阱,长远嚟讲,稳住阵脚先有持续回报。呢种寓意,喺香港快节奏投资环境超实用,唔使迷信,纯粹心理暗示够强。 2.小金虎抱福袋(果断捕捉)小金虎抱紧福袋,寓意抓住财富唔放手,正如入市要够快够准,捕捉波幅转化盈利。投资世界机会稍纵即逝,犹豫就错过,呢个金虎就代表果断出手嘅勇气:见势加仓,锁定回报最大化。对我嚟讲,呢样礼品唔止可爱,更加系行动提醒—好似options trading咁,timing对咗一单顶十单。喺港股美股日日变,呢种「抱袋」心态帮你训练决策速度,唔使等完美时刻,够胆识够timing就赢。 3.磁力卡套支架(效率提升)磁力卡套加手机支架二合一,吸金能力强之余,亦都超实用一物多用:放卡、门禁、支撑手机睇盘,瞬间提升工作流畅度,好比优化投资组合,悭时生财。投资者每日对数据、K线、news,呢个神器让你一手搞掂,唔使乱七八糟,效率up回报自然跟住升。喺香港通勤忙碌,呢样工具帮你keep住节奏,边搭地铁边check portfolio,零碎片化时间都变资产。 专业投资就系时间游戏,呢个礼品完美体现「少做多得」哲学,日常用得多,回报感加倍。","listText":"点解我拣呢三样礼品,因为正好对应投资回报嘅三大核心:风险控制、果断捕捉、效率提升,简洁又贴题。 1.招财虎摆件(风险控制)老虎咬钱或抱福袋,唔单止招财,更加象征投资者要够醒目守住本金,唔贪心恋战,好似设止损位一样稳阵。日常摆喺枱面,日日提醒自己:市场波动大,唔好追高杀低,先求保本再图利润。作为专业投资者,我最注重风险管理,呢个摆件就系心态嘅小锚,帮你避开情绪陷阱,长远嚟讲,稳住阵脚先有持续回报。呢种寓意,喺香港快节奏投资环境超实用,唔使迷信,纯粹心理暗示够强。 2.小金虎抱福袋(果断捕捉)小金虎抱紧福袋,寓意抓住财富唔放手,正如入市要够快够准,捕捉波幅转化盈利。投资世界机会稍纵即逝,犹豫就错过,呢个金虎就代表果断出手嘅勇气:见势加仓,锁定回报最大化。对我嚟讲,呢样礼品唔止可爱,更加系行动提醒—好似options trading咁,timing对咗一单顶十单。喺港股美股日日变,呢种「抱袋」心态帮你训练决策速度,唔使等完美时刻,够胆识够timing就赢。 3.磁力卡套支架(效率提升)磁力卡套加手机支架二合一,吸金能力强之余,亦都超实用一物多用:放卡、门禁、支撑手机睇盘,瞬间提升工作流畅度,好比优化投资组合,悭时生财。投资者每日对数据、K线、news,呢个神器让你一手搞掂,唔使乱七八糟,效率up回报自然跟住升。喺香港通勤忙碌,呢样工具帮你keep住节奏,边搭地铁边check portfolio,零碎片化时间都变资产。 专业投资就系时间游戏,呢个礼品完美体现「少做多得」哲学,日常用得多,回报感加倍。","text":"点解我拣呢三样礼品,因为正好对应投资回报嘅三大核心:风险控制、果断捕捉、效率提升,简洁又贴题。 1.招财虎摆件(风险控制)老虎咬钱或抱福袋,唔单止招财,更加象征投资者要够醒目守住本金,唔贪心恋战,好似设止损位一样稳阵。日常摆喺枱面,日日提醒自己:市场波动大,唔好追高杀低,先求保本再图利润。作为专业投资者,我最注重风险管理,呢个摆件就系心态嘅小锚,帮你避开情绪陷阱,长远嚟讲,稳住阵脚先有持续回报。呢种寓意,喺香港快节奏投资环境超实用,唔使迷信,纯粹心理暗示够强。 2.小金虎抱福袋(果断捕捉)小金虎抱紧福袋,寓意抓住财富唔放手,正如入市要够快够准,捕捉波幅转化盈利。投资世界机会稍纵即逝,犹豫就错过,呢个金虎就代表果断出手嘅勇气:见势加仓,锁定回报最大化。对我嚟讲,呢样礼品唔止可爱,更加系行动提醒—好似options trading咁,timing对咗一单顶十单。喺港股美股日日变,呢种「抱袋」心态帮你训练决策速度,唔使等完美时刻,够胆识够timing就赢。 3.磁力卡套支架(效率提升)磁力卡套加手机支架二合一,吸金能力强之余,亦都超实用一物多用:放卡、门禁、支撑手机睇盘,瞬间提升工作流畅度,好比优化投资组合,悭时生财。投资者每日对数据、K线、news,呢个神器让你一手搞掂,唔使乱七八糟,效率up回报自然跟住升。喺香港通勤忙碌,呢样工具帮你keep住节奏,边搭地铁边check portfolio,零碎片化时间都变资产。 专业投资就系时间游戏,呢个礼品完美体现「少做多得」哲学,日常用得多,回报感加倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519713147008200","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519267560513904,"gmtCreate":1767797222283,"gmtModify":1767797516920,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"持续买入中,要嚟收息也不错。","listText":"持续买入中,要嚟收息也不错。","text":"持续买入中,要嚟收息也不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519267560513904","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519173078262400,"gmtCreate":1767785637260,"gmtModify":1767785642416,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"多谢老虎,希望唔好破发。","listText":"多谢老虎,希望唔好破发。","text":"多谢老虎,希望唔好破发。","images":[{"img":"https://community-static.tradeup.com/news/7931da799da970c0d2387cca3f231675","width":"2200","height":"3913"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519173078262400","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":519175917457936,"gmtCreate":1767774849092,"gmtModify":1767774854327,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"希望有肉食。","listText":"希望有肉食。","text":"希望有肉食。","images":[{"img":"https://community-static.tradeup.com/news/b43c71182df4b8a3c535d62b185fd5b6","width":"2200","height":"3913"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519175917457936","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518821080518664,"gmtCreate":1767688199474,"gmtModify":1767688203317,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"新年流流,唔好破发。","listText":"新年流流,唔好破发。","text":"新年流流,唔好破发。","images":[{"img":"https://community-static.tradeup.com/news/40f0e5a2e86c7b6a3a672df02b200c61","width":"2200","height":"3913"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518821080518664","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518820932706328,"gmtCreate":1767688178124,"gmtModify":1767688182264,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"新年流流,唔好破发。","listText":"新年流流,唔好破发。","text":"新年流流,唔好破发。","images":[{"img":"https://community-static.tradeup.com/news/3691f3895ab61fd5b00d912d191523d3","width":"2200","height":"3913"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518820932706328","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518820430672168,"gmtCreate":1767688145123,"gmtModify":1767688150920,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"新年流流,唔好破发。","listText":"新年流流,唔好破发。","text":"新年流流,唔好破发。","images":[{"img":"https://community-static.tradeup.com/news/fbb6102621b4846d6b9c6d180ba9fb4f","width":"2200","height":"3913"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518820430672168","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518551272358608,"gmtCreate":1767622468137,"gmtModify":1767622512846,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"近排韩股真系旺到爆,记忆体两大巨头三星同SK海力士又再一次成为市场焦点。消息话三星股价一口气弹近5%,高位直迫甚至突破历史新高,SK海力士都唔弱,跟住升咗差唔多3%,带起成个半导体板块好似开住Turbo噉冲。背后原因好清楚,就系AI同高阶运算带动高频宽记忆体需求急升,DRAM同HBM价格持续加价,令到两间公司盈利预期一路上调。而家记忆体基本上系卖方市场,产能短缺预计会拉长到2026年,PC、Notebook甚至伺服器厂都要排队抢货,之后整机售价好大机会跟住水涨船高。对投资者嚟讲,呢种供不应求就等于现金机,大家自然争住买货,科技股气氛都即刻靓晒。不过,行业始终有周期性,如果之后各大厂扩产过头,又或者终端需求因为价格升得太急而放慢,股价都有机会由高位回吐,所以追入都要谂清楚风险。至于香港市场方面,南方东英出嘅三星电子每日2倍杠杆产品,因为正股大升,单日升幅可以去到双位数,炒短线嘅朋友成日用嚟放大部署方向感。SK海力士都有类似嘅每日2倍杠杆ETF,被称为全球唯一追踪呢只韩股嘅杠杆型产品,啱晒想喺亚洲时段捕捉波幅嘅炒家。当然,杠杆产品升得快,跌起上嚟都一样狠,唔熟条数、唔set止蚀嘅话,好容易由赚变蚀,所以参赛写作可以强调「高增长、高风险」呢个对比,效果会几有戏剧性。","listText":"近排韩股真系旺到爆,记忆体两大巨头三星同SK海力士又再一次成为市场焦点。消息话三星股价一口气弹近5%,高位直迫甚至突破历史新高,SK海力士都唔弱,跟住升咗差唔多3%,带起成个半导体板块好似开住Turbo噉冲。背后原因好清楚,就系AI同高阶运算带动高频宽记忆体需求急升,DRAM同HBM价格持续加价,令到两间公司盈利预期一路上调。而家记忆体基本上系卖方市场,产能短缺预计会拉长到2026年,PC、Notebook甚至伺服器厂都要排队抢货,之后整机售价好大机会跟住水涨船高。对投资者嚟讲,呢种供不应求就等于现金机,大家自然争住买货,科技股气氛都即刻靓晒。不过,行业始终有周期性,如果之后各大厂扩产过头,又或者终端需求因为价格升得太急而放慢,股价都有机会由高位回吐,所以追入都要谂清楚风险。至于香港市场方面,南方东英出嘅三星电子每日2倍杠杆产品,因为正股大升,单日升幅可以去到双位数,炒短线嘅朋友成日用嚟放大部署方向感。SK海力士都有类似嘅每日2倍杠杆ETF,被称为全球唯一追踪呢只韩股嘅杠杆型产品,啱晒想喺亚洲时段捕捉波幅嘅炒家。当然,杠杆产品升得快,跌起上嚟都一样狠,唔熟条数、唔set止蚀嘅话,好容易由赚变蚀,所以参赛写作可以强调「高增长、高风险」呢个对比,效果会几有戏剧性。","text":"近排韩股真系旺到爆,记忆体两大巨头三星同SK海力士又再一次成为市场焦点。消息话三星股价一口气弹近5%,高位直迫甚至突破历史新高,SK海力士都唔弱,跟住升咗差唔多3%,带起成个半导体板块好似开住Turbo噉冲。背后原因好清楚,就系AI同高阶运算带动高频宽记忆体需求急升,DRAM同HBM价格持续加价,令到两间公司盈利预期一路上调。而家记忆体基本上系卖方市场,产能短缺预计会拉长到2026年,PC、Notebook甚至伺服器厂都要排队抢货,之后整机售价好大机会跟住水涨船高。对投资者嚟讲,呢种供不应求就等于现金机,大家自然争住买货,科技股气氛都即刻靓晒。不过,行业始终有周期性,如果之后各大厂扩产过头,又或者终端需求因为价格升得太急而放慢,股价都有机会由高位回吐,所以追入都要谂清楚风险。至于香港市场方面,南方东英出嘅三星电子每日2倍杠杆产品,因为正股大升,单日升幅可以去到双位数,炒短线嘅朋友成日用嚟放大部署方向感。SK海力士都有类似嘅每日2倍杠杆ETF,被称为全球唯一追踪呢只韩股嘅杠杆型产品,啱晒想喺亚洲时段捕捉波幅嘅炒家。当然,杠杆产品升得快,跌起上嚟都一样狠,唔熟条数、唔set止蚀嘅话,好容易由赚变蚀,所以参赛写作可以强调「高增长、高风险」呢个对比,效果会几有戏剧性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518551272358608","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518550416405200,"gmtCreate":1767622259164,"gmtModify":1767622506311,"author":{"id":"4187311403165232","authorId":"4187311403165232","name":"hkshark","avatar":"https://community-static.tradeup.com/news/e6cdf5fff5c9de590be3980fecbc99a8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187311403165232","idStr":"4187311403165232"},"themes":[],"title":"","htmlText":"随著CES将于1月初开幕,全球科技产业的目光再次聚焦在拉斯维加斯这个舞台。每一年,CES不只是新品发表会,更像是一面水晶球,让人提早看见未来十二到十八个月的技术路线。今年投资者尤其关注的一个问题,是领先的晶片制造商如何在「人工智能下一阶段」重新定位自己,从云端走向边缘、从资料中心走向日常生活。今年的焦点,毫无疑问落在Nvidia与AMD两大阵营身上。Nvidia凭借CUDA与完善的软硬体生态,在资料中心AI训练市场上早已稳坐龙头,但面对成长放缓与监管压力,它需要在CES上向大众展示:AI不只属于超级伺服器,也可以透过小型GPU、车载平台与机器人方案,渗透到每一个家庭与企业。而AMD则在过去两年急起直追,MI系列加速卡打进云端大客户,Ryzen与EPYC处理器也凭效能与能效优势,逐渐改写传统CPU格局。对AMD而言,CES既是追赶者证明自己有能力「平推」Nvidia的战场,也是向消费者宣告:AI PC与家用装置,同样可以由它主导。除了这两家龙头,今年CES更被视为「人工智能硬体展示平台」的分水岭。过去一年,各种AI装置从智慧耳机、家用机器人到生成式AI笔电陆续问世,但真正能打动消费者、让人愿意长期使用的产品仍然有限。这一次,许多厂商将展示更贴近日常生活的方案,例如具备即时翻译、个人化健康建议与在地运算的穿戴式装置,以及可在离线环境执行大型语言模型的家用中枢。市场关注的,不再只是「参数有多大」、「效能有多快」,而是这些设备能否解决通膨环境下的成本压力与能源消耗,并真正成为提升效率的工具,而非短暂的新奇玩具。至于「谁会给我们惊喜」,答案或许不只在Nvidia与AMD身上。当然,两家公司若能在AI PC、边缘运算或开源软体生态上抛出超出预期的合作与规格,仍会左右投资者情绪。但真正的黑马,可能来自那些长期默默耕耘感测器、记忆体或电源管理晶片的厂商。因为当大型模型走出云端、进入数以亿计","listText":"随著CES将于1月初开幕,全球科技产业的目光再次聚焦在拉斯维加斯这个舞台。每一年,CES不只是新品发表会,更像是一面水晶球,让人提早看见未来十二到十八个月的技术路线。今年投资者尤其关注的一个问题,是领先的晶片制造商如何在「人工智能下一阶段」重新定位自己,从云端走向边缘、从资料中心走向日常生活。今年的焦点,毫无疑问落在Nvidia与AMD两大阵营身上。Nvidia凭借CUDA与完善的软硬体生态,在资料中心AI训练市场上早已稳坐龙头,但面对成长放缓与监管压力,它需要在CES上向大众展示:AI不只属于超级伺服器,也可以透过小型GPU、车载平台与机器人方案,渗透到每一个家庭与企业。而AMD则在过去两年急起直追,MI系列加速卡打进云端大客户,Ryzen与EPYC处理器也凭效能与能效优势,逐渐改写传统CPU格局。对AMD而言,CES既是追赶者证明自己有能力「平推」Nvidia的战场,也是向消费者宣告:AI PC与家用装置,同样可以由它主导。除了这两家龙头,今年CES更被视为「人工智能硬体展示平台」的分水岭。过去一年,各种AI装置从智慧耳机、家用机器人到生成式AI笔电陆续问世,但真正能打动消费者、让人愿意长期使用的产品仍然有限。这一次,许多厂商将展示更贴近日常生活的方案,例如具备即时翻译、个人化健康建议与在地运算的穿戴式装置,以及可在离线环境执行大型语言模型的家用中枢。市场关注的,不再只是「参数有多大」、「效能有多快」,而是这些设备能否解决通膨环境下的成本压力与能源消耗,并真正成为提升效率的工具,而非短暂的新奇玩具。至于「谁会给我们惊喜」,答案或许不只在Nvidia与AMD身上。当然,两家公司若能在AI PC、边缘运算或开源软体生态上抛出超出预期的合作与规格,仍会左右投资者情绪。但真正的黑马,可能来自那些长期默默耕耘感测器、记忆体或电源管理晶片的厂商。因为当大型模型走出云端、进入数以亿计","text":"随著CES将于1月初开幕,全球科技产业的目光再次聚焦在拉斯维加斯这个舞台。每一年,CES不只是新品发表会,更像是一面水晶球,让人提早看见未来十二到十八个月的技术路线。今年投资者尤其关注的一个问题,是领先的晶片制造商如何在「人工智能下一阶段」重新定位自己,从云端走向边缘、从资料中心走向日常生活。今年的焦点,毫无疑问落在Nvidia与AMD两大阵营身上。Nvidia凭借CUDA与完善的软硬体生态,在资料中心AI训练市场上早已稳坐龙头,但面对成长放缓与监管压力,它需要在CES上向大众展示:AI不只属于超级伺服器,也可以透过小型GPU、车载平台与机器人方案,渗透到每一个家庭与企业。而AMD则在过去两年急起直追,MI系列加速卡打进云端大客户,Ryzen与EPYC处理器也凭效能与能效优势,逐渐改写传统CPU格局。对AMD而言,CES既是追赶者证明自己有能力「平推」Nvidia的战场,也是向消费者宣告:AI PC与家用装置,同样可以由它主导。除了这两家龙头,今年CES更被视为「人工智能硬体展示平台」的分水岭。过去一年,各种AI装置从智慧耳机、家用机器人到生成式AI笔电陆续问世,但真正能打动消费者、让人愿意长期使用的产品仍然有限。这一次,许多厂商将展示更贴近日常生活的方案,例如具备即时翻译、个人化健康建议与在地运算的穿戴式装置,以及可在离线环境执行大型语言模型的家用中枢。市场关注的,不再只是「参数有多大」、「效能有多快」,而是这些设备能否解决通膨环境下的成本压力与能源消耗,并真正成为提升效率的工具,而非短暂的新奇玩具。至于「谁会给我们惊喜」,答案或许不只在Nvidia与AMD身上。当然,两家公司若能在AI PC、边缘运算或开源软体生态上抛出超出预期的合作与规格,仍会左右投资者情绪。但真正的黑马,可能来自那些长期默默耕耘感测器、记忆体或电源管理晶片的厂商。因为当大型模型走出云端、进入数以亿计","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518550416405200","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}