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leixie
IP属地:广东
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leixie
leixie
·
06-02
$英伟达(NVDA)$
这一波到260
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1,272
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2
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7
编组 21备份 2
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leixie
leixie
·
06-01
$英伟达(NVDA)$
革命性的事件,一个新时代
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1,000
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1
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3
编组 21备份 2
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leixie
leixie
·
05-27
$英伟达(NVDA)$
不贵,很便宜,市盈率都到20以下了,很快就会爆发,到250
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3,796
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3
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4
编组 21备份 2
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leixie
leixie
·
05-01
$Credo Technology Group Holding Ltd(CRDO)$
即将爆发
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803
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3
编组 21备份 2
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leixie
leixie
·
03-27
$美光科技(MU)$
被严重低估了
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983
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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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1,352
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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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1,898
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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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1.10万
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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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1,165
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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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2,044
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2
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革命性的事件,一个新时代","text":"$英伟达(NVDA)$ 革命性的事件,一个新时代","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/570651307664904","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452460044142168","authorId":"3452460044142168","name":"说的好像bug是inte","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3452460044142168","authorIdStr":"3452460044142168"},"content":"ai pc 不是amd先提的吗","text":"ai pc 不是amd先提的吗","html":"ai pc 不是amd先提的吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568836197061848,"gmtCreate":1779880308710,"gmtModify":1779881501152,"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/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 不贵,很便宜,市盈率都到20以下了,很快就会爆发,到250","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 不贵,很便宜,市盈率都到20以下了,很快就会爆发,到250","text":"$英伟达(NVDA)$ 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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":983,"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 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href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 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。","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 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。","text":"$南方两倍做多海力士(07709)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538918633944552","isVote":1,"tweetType":1,"viewCount":1898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537326152487512,"gmtCreate":1772204101307,"gmtModify":1772204103725,"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/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。","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":"$美光科技(MU)$ 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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":1165,"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":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}