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不离亦不弃
不离亦不弃
·
04-20 17:25
$谷歌(GOOG)$
谷歌连续剧连续剧，总共多少集未知，目前似乎播放了这几集 1) 搜索被 ChatGPT 颠覆！ 2) 噢，错了，是 Gemini/Google 在赢，google有全栈优势，是最终的AI王者， 3) 不对，不对，是 Claude 在赢，微软、ChatGPT 完了， 4) 等等，又不对了，Claude 没有算力，而且Dario这厮 也糟糕。OAI so back？
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不离亦不弃
不离亦不弃
·
04-20 17:21
$纳斯达克(.IXIC)$
今日最新东西大量坦克和装甲车辆已向以黎边境集结。以军总参谋长指示向北方司令部增派兵力，包括一个完整的师、数个旅和工兵营，并动员预备役人员进行轮换 。纳斯达克估计是要跌一下了
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不离亦不弃
不离亦不弃
·
04-17
$微软(MSFT)$
想到10年后，20年后。又领悟到一招。我原先选公司是抱着我想不想买下这家公司来打算的。尤其是最大的持仓微软。想10年以后其实是一个道理，看他能在十年后帮股东赚多少钱的能力。想要买下一家公司其实就是看你愿不愿意买下一个好生意，能够长远赚钱的生意。
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不离亦不弃
不离亦不弃
·
04-16
$特斯拉(TSLA)$
X上的投资者投票选出财报上最关心的问题是“HW3的车如何能实现无监督FSD”。。。 别想了，先别说纯视觉能否实现无监督FSD，仅就特斯拉HW3来说，算力达不到，内存也达不到，摄像头分辨率也不行。洗洗睡吧，权当给马斯克充值了。 AI估计有80万HW3车主买了FSD，1.5万美元 x 80万=120亿美元。
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不离亦不弃
不离亦不弃
·
04-16
$纳斯达克(.IXIC)$
纳指反弹确认圆弧顶的颈线的时候，川普taco一下就把圆弧顶破坏掉了。看好纳指持续新高
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423
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不离亦不弃
不离亦不弃
·
04-15
$小米集团-W(01810)$
小米空头加把油做空，小米股价要能跌到25元，我抵押所有房产全仓买入小米
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572
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不离亦不弃
不离亦不弃
·
04-15
$台积电(TSM)$
目前市场对财报要求都比较高，指引偏保守的话，机构就先take profit，台积电几天表现应该会不错
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456
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不离亦不弃
不离亦不弃
·
04-15
$标普500(.SPX)$
如果美元持续贬值（谈不上崩的程度），美债压力是不是变相的稀释掉了？包袱轻了美股是不是会更容易大涨？
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384
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不离亦不弃
不离亦不弃
·
04-10
$阿里巴巴-W(09988)$
阿里还是强的，至少在ai时代没有像腾讯那样掉队，而且我最欣赏的一点就是他最近ai技术的开源，copaw非常赞
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不离亦不弃
不离亦不弃
·
04-09
$智谱(02513)$
涨价后需求不降反升，智谱议价权还挺强的，业务API业务毛利率逼近19%，盈利水平更是没话说
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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>想到10年后，20年后。又领悟到一招。我原先选公司是抱着我想不想买下这家公司来打算的。尤其是最大的持仓微软。想10年以后其实是一个道理，看他能在十年后帮股东赚多少钱的能力。想要买下一家公司其实就是看你愿不愿意买下一个好生意，能够长远赚钱的生意。","text":"$微软(MSFT)$想到10年后，20年后。又领悟到一招。我原先选公司是抱着我想不想买下这家公司来打算的。尤其是最大的持仓微软。想10年以后其实是一个道理，看他能在十年后帮股东赚多少钱的能力。想要买下一家公司其实就是看你愿不愿意买下一个好生意，能够长远赚钱的生意。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554579771859832","isVote":1,"tweetType":1,"viewCount":3423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554282438448008,"gmtCreate":1776329063732,"gmtModify":1776329067055,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>X上的投资者投票选出财报上最关心的问题是“HW3的车如何能实现无监督FSD”。。。 别想了，先别说纯视觉能否实现无监督FSD，仅就特斯拉HW3来说，算力达不到，内存也达不到，摄像头分辨率也不行。洗洗睡吧，权当给马斯克充值了。 AI估计有80万HW3车主买了FSD，1.5万美元 x 80万=120亿美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>X上的投资者投票选出财报上最关心的问题是“HW3的车如何能实现无监督FSD”。。。 别想了，先别说纯视觉能否实现无监督FSD，仅就特斯拉HW3来说，算力达不到，内存也达不到，摄像头分辨率也不行。洗洗睡吧，权当给马斯克充值了。 AI估计有80万HW3车主买了FSD，1.5万美元 x 80万=120亿美元。","text":"$特斯拉(TSLA)$X上的投资者投票选出财报上最关心的问题是“HW3的车如何能实现无监督FSD”。。。 别想了，先别说纯视觉能否实现无监督FSD，仅就特斯拉HW3来说，算力达不到，内存也达不到，摄像头分辨率也不行。洗洗睡吧，权当给马斯克充值了。 AI估计有80万HW3车主买了FSD，1.5万美元 x 80万=120亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554282438448008","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554280335577168,"gmtCreate":1776328629274,"gmtModify":1776328631931,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指反弹确认圆弧顶的颈线的时候，川普taco一下就把圆弧顶破坏掉了。看好纳指持续新高","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指反弹确认圆弧顶的颈线的时候，川普taco一下就把圆弧顶破坏掉了。看好纳指持续新高","text":"$纳斯达克(.IXIC)$纳指反弹确认圆弧顶的颈线的时候，川普taco一下就把圆弧顶破坏掉了。看好纳指持续新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554280335577168","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553947818201976,"gmtCreate":1776247369233,"gmtModify":1776247371538,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米空头加把油做空，小米股价要能跌到25元，我抵押所有房产全仓买入小米","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米空头加把油做空，小米股价要能跌到25元，我抵押所有房产全仓买入小米","text":"$小米集团-W(01810)$小米空头加把油做空，小米股价要能跌到25元，我抵押所有房产全仓买入小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553947818201976","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553946475197248,"gmtCreate":1776247040321,"gmtModify":1776247042662,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>目前市场对财报要求都比较高，指引偏保守的话，机构就先take profit，台积电几天表现应该会不错","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>目前市场对财报要求都比较高，指引偏保守的话，机构就先take profit，台积电几天表现应该会不错","text":"$台积电(TSM)$目前市场对财报要求都比较高，指引偏保守的话，机构就先take profit，台积电几天表现应该会不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553946475197248","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553945170469768,"gmtCreate":1776246722917,"gmtModify":1776246725553,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>如果美元持续贬值（谈不上崩的程度），美债压力是不是变相的稀释掉了？包袱轻了美股是不是会更容易大涨？","listText":"<a target=\"_blank\" 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