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沙漠追光大海逐风
沙漠追光大海逐风
·
05-19
$北美软件ETF-iShares(IGV)$
微软，adobe，自动数据处理都低估了，igv目前是我的最大持仓。持续做多，AI不可能把软件落下
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-18
$南方两倍做多海力士(07709)$
力士绷不住了。哎呀力士是最好的赌博股票，毕竟100倍以上空间牛逼吹出来，就是懂行的都知道，按照目前存储和GPU的矛盾，就算把全球资源都耗光，都烧不到物理AI的水平，这就是妥妥的骗局哈哈哈。但能炒啊
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-14
$英伟达(NVDA)$
达子第一个实质性利好来了：美国已批准约10家中国企业 采购英伟达H200芯片 企业包括阿里巴巴、字节跳动、腾讯和京东。。。 BUT，H200不是你们求着我们买的吗？
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-11
$腾讯控股(00700)$
腾讯应该放弃大模型往全民应用上开发，专注于小模型，专注于优化自身行业。不然这个无底洞，烧的钱不一定能做出事。
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1
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1
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-11
$闪迪(SNDK)$
怕高都是苦命人。闪迪一年50倍，有多少人一辈子能挣50倍？那些人天天唱空，不如多去学习，提高认知。
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3,988
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4
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3
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-08
$纳斯达克(.IXIC)$
关键这个时候再去追科技吧，搞不好又拉能源所以容易一直挨打。至少能源是低位。踏空了做反了。纳斯达克26000，离30000还有一段距离，先拿着吧
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920
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-07
$黄金主连 2606(GCmain)$
一鲸落，万物生。原油嘎，黄金升，通胀底下无牛市，要珍惜川子访华的这波行情。
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-07
$纳斯达克(.IXIC)$
今天港a量能都还行。 外加外围市场一片向好，这是要全球牛市的节奏啊。我还是继续在纳指，找机会我会继续加仓。
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-06
$超微电脑(SMCI)$
盘后终于涨到32了，时间有点儿长，但是结果是好的，smci这票估计要扎空了
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沙漠追光大海逐风
沙漠追光大海逐风
·
05-05
$美光科技(MU)$
美光这轮涨，的确是存储的估值模式变了。HBM签出5年长协后，逻辑变了：存储从“一年一谈”的周期品，变成了“五年锁定”的AI基建刚需。加上美光靠HBM市占率从5%飙到21%，这是底气。投行改模型，比股价翻倍都重要。
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href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a>力士绷不住了。哎呀力士是最好的赌博股票，毕竟100倍以上空间牛逼吹出来，就是懂行的都知道，按照目前存储和GPU的矛盾，就算把全球资源都耗光，都烧不到物理AI的水平，这就是妥妥的骗局哈哈哈。但能炒啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a>力士绷不住了。哎呀力士是最好的赌博股票，毕竟100倍以上空间牛逼吹出来，就是懂行的都知道，按照目前存储和GPU的矛盾，就算把全球资源都耗光，都烧不到物理AI的水平，这就是妥妥的骗局哈哈哈。但能炒啊","text":"$南方两倍做多海力士(07709)$力士绷不住了。哎呀力士是最好的赌博股票，毕竟100倍以上空间牛逼吹出来，就是懂行的都知道，按照目前存储和GPU的矛盾，就算把全球资源都耗光，都烧不到物理AI的水平，这就是妥妥的骗局哈哈哈。但能炒啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/565588672991464","isVote":1,"tweetType":1,"viewCount":3751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564169978347800,"gmtCreate":1778748182468,"gmtModify":1778748398035,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>达子第一个实质性利好来了：美国已批准约10家中国企业 采购英伟达H200芯片 企业包括阿里巴巴、字节跳动、腾讯和京东。。。 BUT，H200不是你们求着我们买的吗？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>达子第一个实质性利好来了：美国已批准约10家中国企业 采购英伟达H200芯片 企业包括阿里巴巴、字节跳动、腾讯和京东。。。 BUT，H200不是你们求着我们买的吗？","text":"$英伟达(NVDA)$达子第一个实质性利好来了：美国已批准约10家中国企业 采购英伟达H200芯片 企业包括阿里巴巴、字节跳动、腾讯和京东。。。 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯应该放弃大模型往全民应用上开发，专注于小模型，专注于优化自身行业。不然这个无底洞，烧的钱不一定能做出事。","text":"$腾讯控股(00700)$腾讯应该放弃大模型往全民应用上开发，专注于小模型，专注于优化自身行业。不然这个无底洞，烧的钱不一定能做出事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563006905705312","isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493084386290314","authorId":"3493084386290314","name":"iam杨叫兽","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3493084386290314","idStr":"3493084386290314"},"content":"没错，像苹果一样，根本不在大模型上花钱","text":"没错，像苹果一样，根本不在大模型上花钱","html":"没错，像苹果一样，根本不在大模型上花钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563005842039648,"gmtCreate":1778485372794,"gmtModify":1778485375110,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>怕高都是苦命人。闪迪一年50倍，有多少人一辈子能挣50倍？那些人天天唱空，不如多去学习，提高认知。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>怕高都是苦命人。闪迪一年50倍，有多少人一辈子能挣50倍？那些人天天唱空，不如多去学习，提高认知。","text":"$闪迪(SNDK)$怕高都是苦命人。闪迪一年50倍，有多少人一辈子能挣50倍？那些人天天唱空，不如多去学习，提高认知。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/563005842039648","isVote":1,"tweetType":1,"viewCount":3988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184490650026552","authorId":"4184490650026552","name":"赌徒的自我修养","avatar":"https://static.tigerbbs.com/4f4e19aaddf4399ec32171430353c0e0","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4184490650026552","idStr":"4184490650026552"},"content":"08年金融危机跌的多厉害，有多少人能见到这种下跌？ 那些天天唱多的 不如多去学习学习提高认知在08年年这种时候押注做空 呵呵 大**","text":"08年金融危机跌的多厉害，有多少人能见到这种下跌？ 那些天天唱多的 不如多去学习学习提高认知在08年年这种时候押注做空 呵呵 大**","html":"08年金融危机跌的多厉害，有多少人能见到这种下跌？ 那些天天唱多的 不如多去学习学习提高认知在08年年这种时候押注做空 呵呵 大**"},{"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"content":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","text":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","html":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561939909079072,"gmtCreate":1778225069387,"gmtModify":1778225071810,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>关键这个时候再去追科技吧，搞不好又拉能源所以容易一直挨打。至少能源是低位。踏空了做反了。纳斯达克26000，离30000还有一段距离，先拿着吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>关键这个时候再去追科技吧，搞不好又拉能源所以容易一直挨打。至少能源是低位。踏空了做反了。纳斯达克26000，离30000还有一段距离，先拿着吧","text":"$纳斯达克(.IXIC)$关键这个时候再去追科技吧，搞不好又拉能源所以容易一直挨打。至少能源是低位。踏空了做反了。纳斯达克26000，离30000还有一段距离，先拿着吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561939909079072","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561547934106472,"gmtCreate":1778129440284,"gmtModify":1778129442590,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 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