个人中心 - 老虎社区

凉凉的candy

IP属地：北京

帖子 · 3帖子 · 3
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 凉凉的candy凉凉的candy
  ·01-21
  英伟达 (NVDA.US) 长期成长逻辑清晰，但短期面临供应链调整与地缘因素干扰。业务上，公司正在拓展更多元化的代工合作，并持续投入下一代架构研发。我认为，波动中可关注其生态建设与产能保障能力，把握行业趋势下的核心标的。$英伟达(NVDA)$
  311 评论
  1
  分享
  举报
- 凉凉的candy凉凉的candy
  ·01-14
  CrowdStrike（CRWD.US）：基于云的终端安全服务商，采用AI驱动的威胁检测与响应技术。产品具备实时防护能力，替代传统杀毒软件，受益于企业终端安全升级需求，客户留存率与续费率表现优异。
  95 评论
  1
  分享
  举报
- 凉凉的candy凉凉的candy
  ·01-07
  2. 微软（MSFT.US）：聚焦云计算、企业软件与 AI 三大主线，Azure 为核心增长引擎，Office 365 订阅模式锁定企业客户。AI 技术深度融入产品矩阵，工业元宇宙解决方案落地多个行业，政企业务协同效应显著，增长确定性强。
  613 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4229668283867210","uuid":"4229668283867210","gmtCreate":1766565064721,"gmtModify":1766565110193,"name":"凉凉的candy","pinyin":"lldcandyliangliangdecandy","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":3,"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":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":524243127132432,"gmtCreate":1768965703697,"gmtModify":1768966002882,"author":{"id":"4229668283867210","authorId":"4229668283867210","name":"凉凉的candy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229668283867210","idStr":"4229668283867210"},"themes":[],"title":"","htmlText":"英伟达 (NVDA.US) 长期成长逻辑清晰，但短期面临供应链调整与地缘因素干扰。业务上，公司正在拓展更多元化的代工合作，并持续投入下一代架构研发。我认为，波动中可关注其生态建设与产能保障能力，把握行业趋势下的核心标的。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"英伟达 (NVDA.US) 长期成长逻辑清晰，但短期面临供应链调整与地缘因素干扰。业务上，公司正在拓展更多元化的代工合作，并持续投入下一代架构研发。我认为，波动中可关注其生态建设与产能保障能力，把握行业趋势下的核心标的。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"英伟达 (NVDA.US) 长期成长逻辑清晰，但短期面临供应链调整与地缘因素干扰。业务上，公司正在拓展更多元化的代工合作，并持续投入下一代架构研发。我认为，波动中可关注其生态建设与产能保障能力，把握行业趋势下的核心标的。$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524243127132432","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521679908225208,"gmtCreate":1768380432798,"gmtModify":1768380654565,"author":{"id":"4229668283867210","authorId":"4229668283867210","name":"凉凉的candy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229668283867210","idStr":"4229668283867210"},"themes":[],"title":"","htmlText":"&nbsp; CrowdStrike（CRWD.US）：基于云的终端安全服务商，采用AI驱动的威胁检测与响应技术。产品具备实时防护能力，替代传统杀毒软件，受益于企业终端安全升级需求，客户留存率与续费率表现优异。","listText":"&nbsp; CrowdStrike（CRWD.US）：基于云的终端安全服务商，采用AI驱动的威胁检测与响应技术。产品具备实时防护能力，替代传统杀毒软件，受益于企业终端安全升级需求，客户留存率与续费率表现优异。","text":"CrowdStrike（CRWD.US）：基于云的终端安全服务商，采用AI驱动的威胁检测与响应技术。产品具备实时防护能力，替代传统杀毒软件，受益于企业终端安全升级需求，客户留存率与续费率表现优异。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521679908225208","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519123396497776,"gmtCreate":1767768312371,"gmtModify":1767768999382,"author":{"id":"4229668283867210","authorId":"4229668283867210","name":"凉凉的candy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229668283867210","idStr":"4229668283867210"},"themes":[],"title":"","htmlText":"2.&nbsp; 微软（MSFT.US）：聚焦云计算、企业软件与 AI 三大主线，Azure 为核心增长引擎，Office 365 订阅模式锁定企业客户。AI 技术深度融入产品矩阵，工业元宇宙解决方案落地多个行业，政企业务协同效应显著，增长确定性强。","listText":"2.&nbsp; 微软（MSFT.US）：聚焦云计算、企业软件与 AI 三大主线，Azure 为核心增长引擎，Office 365 订阅模式锁定企业客户。AI 技术深度融入产品矩阵，工业元宇宙解决方案落地多个行业，政企业务协同效应显著，增长确定性强。","text":"2. 微软（MSFT.US）：聚焦云计算、企业软件与 AI 三大主线，Azure 为核心增长引擎，Office 365 订阅模式锁定企业客户。AI 技术深度融入产品矩阵，工业元宇宙解决方案落地多个行业，政企业务协同效应显著，增长确定性强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519123396497776","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}