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leixie
IP属地:广东
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leixie
leixie
·
03-27
$美光科技(MU)$
被严重低估了
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399
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1
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1
编组 21备份 2
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leixie
leixie
·
03-23
$凯乐士科技(02729)$
今天唯一赚的标的
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1,034
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1
编组 21备份 2
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leixie
leixie
·
03-04
$南方两倍做多海力士(07709)$
对齐价格是不是要滞后海力士正股5到15分钟。可以讨论下这个交易技巧。
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1,392
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1
编组 21备份 2
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leixie
leixie
·
02-27
$美光科技(MU)$
这两年内存卖方市场,利润增长的你不敢想象。每次访问AI,后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求,端侧部署模型越来越多,也导致端侧内存容量增大需求。
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1.05万
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3
编组 21备份 2
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leixie
leixie
·
02-23
$智谱(02513)$
怎么炒,最后都要看财报
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854
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2
编组 21备份 2
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leixie
leixie
·
02-10
$爱芯元智(00600)$
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1,257
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2
编组 21备份 2
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leixie
leixie
·
02-09
$腾讯控股(00700)$
微信的广告比较克制。要学习今日头条,商业广告做得好,能更多鼓励优秀创作者。 微信是否可以设置隐藏评论发言者名字,这样是不是可以更加激发文章、视频互动。
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1,809
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1
编组 21备份 2
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leixie
leixie
·
2025-11-03
$腾讯控股(00700)$
长期看,目前大概率是便宜的。
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2,121
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1
编组 21备份 2
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leixie
leixie
·
2025-10-06
$长风药业(02652)$
上市开盘上60
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1,753
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1
编组 21备份 2
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leixie
leixie
·
2025-10-03
$Circle Internet Corp.(CRCL)$
利率快速下降通道过程,收益会有较大影响
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1,953
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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 被严重低估了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 被严重低估了","text":"$美光科技(MU)$ 被严重低估了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/547185964562464","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"content":"前瞻市盈率不到10了,是美股里人工智能主线公司里最便宜的了。","text":"前瞻市盈率不到10了,是美股里人工智能主线公司里最便宜的了。","html":"前瞻市盈率不到10了,是美股里人工智能主线公司里最便宜的了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545769027702808,"gmtCreate":1774253824132,"gmtModify":1774253826839,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02729\">$凯乐士科技(02729)$ </a> 今天唯一赚的标的","listText":"<a href=\"https://laohu8.com/S/02729\">$凯乐士科技(02729)$ </a> 今天唯一赚的标的","text":"$凯乐士科技(02729)$ 今天唯一赚的标的","images":[{"img":"https://static.tigerbbs.com/80bbce4d5cbb84c222b1912ad820447c","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545769027702808","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":538918633944552,"gmtCreate":1772592854884,"gmtModify":1772592856915,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a 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data-views=\"1\"></v-v> 这两年内存卖方市场,利润增长的你不敢想象。每次访问AI,后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求,端侧部署模型越来越多,也导致端侧内存容量增大需求。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 这两年内存卖方市场,利润增长的你不敢想象。每次访问AI,后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求,端侧部署模型越来越多,也导致端侧内存容量增大需求。","text":"$美光科技(MU)$ 这两年内存卖方市场,利润增长的你不敢想象。每次访问AI,后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求,端侧部署模型越来越多,也导致端侧内存容量增大需求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537326152487512","isVote":1,"tweetType":1,"viewCount":10461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535806420992048,"gmtCreate":1771833083491,"gmtModify":1771833085536,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>怎么炒,最后都要看财报","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a>怎么炒,最后都要看财报","text":"$智谱(02513)$ 怎么炒,最后都要看财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535806420992048","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531219550032752,"gmtCreate":1770713158430,"gmtModify":1770713170185,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$ </a> ","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$ </a> ","text":"$爱芯元智(00600)$","images":[{"img":"https://static.tigerbbs.com/68160b91942e2e9d78501b85688e6b84","width":"1080","height":"1913"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/531219550032752","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530775196587176,"gmtCreate":1770604783944,"gmtModify":1770605244652,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v> 微信的广告比较克制。要学习今日头条,商业广告做得好,能更多鼓励优秀创作者。 微信是否可以设置隐藏评论发言者名字,这样是不是可以更加激发文章、视频互动。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v> 微信的广告比较克制。要学习今日头条,商业广告做得好,能更多鼓励优秀创作者。 微信是否可以设置隐藏评论发言者名字,这样是不是可以更加激发文章、视频互动。","text":"$腾讯控股(00700)$ 微信的广告比较克制。要学习今日头条,商业广告做得好,能更多鼓励优秀创作者。 微信是否可以设置隐藏评论发言者名字,这样是不是可以更加激发文章、视频互动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530775196587176","isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496029916226312,"gmtCreate":1762131993490,"gmtModify":1762135345068,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v> 长期看,目前大概率是便宜的。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v> 长期看,目前大概率是便宜的。","text":"$腾讯控股(00700)$ 长期看,目前大概率是便宜的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496029916226312","isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486254006661184,"gmtCreate":1759743421662,"gmtModify":1759743714233,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$ </a> 上市开盘上60","listText":"<a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$ </a> 上市开盘上60","text":"$长风药业(02652)$ 上市开盘上60","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486254006661184","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485257484886896,"gmtCreate":1759499959883,"gmtModify":1759503164993,"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 利率快速下降通道过程,收益会有较大影响","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 利率快速下降通道过程,收益会有较大影响","text":"$Circle Internet Corp.(CRCL)$ 利率快速下降通道过程,收益会有较大影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485257484886896","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}