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草凡借箭
草凡借箭
·
04-17
$甲骨文(ORCL)$
最近比较痛苦的是上月月底刚建了个观察仓，oracle就起飞了。好东西，只是价格不完美。
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草凡借箭
草凡借箭
·
04-16
$特斯拉(TSLA)$
特斯拉大模型团队不少人跑了，投了很多钱，但发觉技术方向可能有问题，效果不理想。后面不知道咋办啊
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草凡借箭
草凡借箭
·
04-15
$阿里巴巴-W(09988)$
整个大阿里集团还剩下三个“半条命”的产品： 1.支付宝：被微信支付按着打，就不说了。 2.淘宝：现在也是被拼多多干得不要不要的。 3.阿里云：本来阿里云的产品还有点优势的，这一波AI下来，看起来形势也不太乐观。
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草凡借箭
草凡借箭
·
04-15
$阿斯麦(ASML)$
AI 推理阶段对 HBM 的需求正在爆发式增长，远超市场预期。这不是替代逻辑芯片的 EUV 需求，而是"增量叠加"——AI 数据中心同时需要更多算力芯片（逻辑）和更多 HBM（内存） 看好阿斯麦
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草凡借箭
草凡借箭
·
04-15
$纳斯达克(.IXIC)$
昨天空单过夜！连续几天都走的不错。今天晚上怎么的也得来个大低开！晚上纳指暴跌
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882
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草凡借箭
草凡借箭
·
04-13
$山东墨龙(00568)$
山东墨龙高点下来不少了 美军封锁的话估计油价要去150 买点看看，重回前高就减仓
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509
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草凡借箭
草凡借箭
·
04-10
$谷歌(GOOG)$
我觉得AI时代大模型基座公司和互联网时代的平台公司不一样，工程师精神和有些偏执对技术的追求才是重要的。相比于23-25年初风头正盛的微软meta，谷歌在逆境中能突围也是因为工程师精神和对技术的追求，看好谷歌
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460
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草凡借箭
草凡借箭
·
04-09
$Meta Platforms, Inc.(META)$
muse park模型算是一个好的开始，当然头部模型的竞争依然十分激烈，但以此给meta折价的空头应该可以收敛了些吧。
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572
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草凡借箭
草凡借箭
·
04-08
$特斯拉(TSLA)$
特斯拉现在的处境和当年有些相似，车越卖越差，机器人迟迟没有突破，但品牌价值 文化底蕴还在。看spacex能不能发力了
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草凡借箭
草凡借箭
·
04-08
$WTI原油主连 2605(CLmain)$
老特开了个5200万美刀的石油空头，然后宣布停火2周，原油大跌老特大赚；过两天大漂亮地面部队集齐了，再开个5000万美刀的石油多头，原油大涨老特又又又大赚！ 对于生意人老特来说，战争胜负不重要，账户盈亏才重要！
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target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>最近比较痛苦的是上月月底刚建了个观察仓，oracle就起飞了。好东西，只是价格不完美。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>最近比较痛苦的是上月月底刚建了个观察仓，oracle就起飞了。好东西，只是价格不完美。","text":"$甲骨文(ORCL)$最近比较痛苦的是上月月底刚建了个观察仓，oracle就起飞了。好东西，只是价格不完美。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554579576988480","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"11107014341500","idStr":"11107014341500"},"content":"把人跌惨了，还没来得及进就要开始踏空了","text":"把人跌惨了，还没来得及进就要开始踏空了","html":"把人跌惨了，还没来得及进就要开始踏空了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554281921474640,"gmtCreate":1776329016456,"gmtModify":1776329018911,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉大模型团队不少人跑了，投了很多钱，但发觉技术方向可能有问题，效果不理想。后面不知道咋办啊","listText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>整个大阿里集团还剩下三个“半条命”的产品： 1.支付宝：被微信支付按着打，就不说了。 2.淘宝：现在也是被拼多多干得不要不要的。 3.阿里云：本来阿里云的产品还有点优势的，这一波AI下来，看起来形势也不太乐观。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>整个大阿里集团还剩下三个“半条命”的产品： 1.支付宝：被微信支付按着打，就不说了。 2.淘宝：现在也是被拼多多干得不要不要的。 3.阿里云：本来阿里云的产品还有点优势的，这一波AI下来，看起来形势也不太乐观。","text":"$阿里巴巴-W(09988)$整个大阿里集团还剩下三个“半条命”的产品： 1.支付宝：被微信支付按着打，就不说了。 2.淘宝：现在也是被拼多多干得不要不要的。 3.阿里云：本来阿里云的产品还有点优势的，这一波AI下来，看起来形势也不太乐观。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553947657069376","isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553945929093184,"gmtCreate":1776246998680,"gmtModify":1776247001328,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>AI 推理阶段对 HBM 的需求正在爆发式增长，远超市场预期。这不是替代逻辑芯片的 EUV 需求，而是\"增量叠加\"——AI 数据中心同时需要更多算力芯片（逻辑）和更多 HBM（内存） 看好阿斯麦","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>AI 推理阶段对 HBM 的需求正在爆发式增长，远超市场预期。这不是替代逻辑芯片的 EUV 需求，而是\"增量叠加\"——AI 数据中心同时需要更多算力芯片（逻辑）和更多 HBM（内存） 看好阿斯麦","text":"$阿斯麦(ASML)$AI 推理阶段对 HBM 的需求正在爆发式增长，远超市场预期。这不是替代逻辑芯片的 EUV 需求，而是\"增量叠加\"——AI 数据中心同时需要更多算力芯片（逻辑）和更多 HBM（内存） 看好阿斯麦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553945929093184","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553945002754936,"gmtCreate":1776246681868,"gmtModify":1776246684030,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>昨天空单过夜！连续几天都走的不错。今天晚上怎么的也得来个大低开！晚上纳指暴跌","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>昨天空单过夜！连续几天都走的不错。今天晚上怎么的也得来个大低开！晚上纳指暴跌","text":"$纳斯达克(.IXIC)$昨天空单过夜！连续几天都走的不错。今天晚上怎么的也得来个大低开！晚上纳指暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/553945002754936","isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4220779438837042","authorId":"4220779438837042","name":"Gan22222","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4220779438837042","idStr":"4220779438837042"},"content":"哎，就是不跌，牛逼了","text":"哎，就是不跌，牛逼了","html":"哎，就是不跌，牛逼了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553083701956768,"gmtCreate":1776067173461,"gmtModify":1776067175982,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$</a>山东墨龙高点下来不少了 美军封锁的话估计油价要去150 买点看看，重回前高就减仓","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00568\">$山东墨龙(00568)$</a>山东墨龙高点下来不少了 美军封锁的话估计油价要去150 买点看看，重回前高就减仓","text":"$山东墨龙(00568)$山东墨龙高点下来不少了 美军封锁的话估计油价要去150 买点看看，重回前高就减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553083701956768","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552030195576896,"gmtCreate":1775809888325,"gmtModify":1775811239284,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>我觉得AI时代大模型基座公司和互联网时代的平台公司不一样，工程师精神和有些偏执对技术的追求才是重要的。相比于23-25年初风头正盛的微软meta，谷歌在逆境中能突围也是因为工程师精神和对技术的追求，看好谷歌","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>我觉得AI时代大模型基座公司和互联网时代的平台公司不一样，工程师精神和有些偏执对技术的追求才是重要的。相比于23-25年初风头正盛的微软meta，谷歌在逆境中能突围也是因为工程师精神和对技术的追求，看好谷歌","text":"$谷歌(GOOG)$我觉得AI时代大模型基座公司和互联网时代的平台公司不一样，工程师精神和有些偏执对技术的追求才是重要的。相比于23-25年初风头正盛的微软meta，谷歌在逆境中能突围也是因为工程师精神和对技术的追求，看好谷歌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552030195576896","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551671271256160,"gmtCreate":1775722263135,"gmtModify":1775722265507,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>muse park模型算是一个好的开始，当然头部模型的竞争依然十分激烈，但以此给meta折价的空头应该可以收敛了些吧。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>muse park模型算是一个好的开始，当然头部模型的竞争依然十分激烈，但以此给meta折价的空头应该可以收敛了些吧。","text":"$Meta Platforms, Inc.(META)$muse park模型算是一个好的开始，当然头部模型的竞争依然十分激烈，但以此给meta折价的空头应该可以收敛了些吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551671271256160","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551344791797840,"gmtCreate":1775642554484,"gmtModify":1775642557061,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉现在的处境和当年有些相似，车越卖越差，机器人迟迟没有突破，但品牌价值 文化底蕴还在。看spacex能不能发力了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉现在的处境和当年有些相似，车越卖越差，机器人迟迟没有突破，但品牌价值 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