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沙漠追光大海逐风
沙漠追光大海逐风
·
15:44
$苹果(AAPL)$
看了下，John Ternus 近些年做出了不少亮眼成绩：主导 Mac 产品线从英特尔芯片换到 M 系列芯片并推出了适应 AI 的统一内存架构；iPhone 17 pro 系列的 VC 均热板引入解决了散热问题；MacBook Neo 兼具品质设计和经济性，把 Mac 用户群又大幅扩展。
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沙漠追光大海逐风
沙漠追光大海逐风
·
15:39
$谷歌(GOOG)$
现在llm扩张是有边际效益的 都把gpu分配高价值客户了。谷歌ai studio满血额度也砍没了。openai做的太杂收入就不如更加专注的anthropic，后者都是强绑定真消费。 互联网时代用的人越多，收入越高。ai在目前上游紧缺的阶段则并不是
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-20 17:22
$WTI原油主连 2606(CLmain)$
亚洲原油供应紧张局面可能尚未完全体现，未来数周压力或进一步上升。随着流入亚洲的海运原油数量明显下滑，炼厂原料端紧张局势正在加速显现。搞点中海油博一下
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-17
$阿里巴巴-W(09988)$
阿里技术面上叫洗盘，基本面上解释也可以说是等财报，不接受不确定性预期，不拿出真家伙我不认
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771
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-16
$Quantum Computing Inc.(QUBT)$
Qubt这个走势是明显的庄股，一般人看看就行了，实在想买的话设好止损，这票庄家很凶
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763
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-16
$英伟达(NVDA)$
市场给AI产业链高估值本身逻辑没问题，核心前提是企业必须建立稳固的行业门槛。一旦行业产能过剩、稀缺性消失，多数产品就会陷入价格下行、利润压缩的困境。 而以阿斯麦、台积电、英伟达为代表的美股龙头企业则完全不同：它们即便股价大幅上涨，凭借无可替代的技术壁垒与行业垄断地位，长期没有真正的竞争对手，能够持续锁定高额利润。
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-15
$甲骨文(ORCL)$
甲骨文这个票市场最大的担忧还是来自于极高的融资成本和紧张的流动性，以及非常集中的客户名单。
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-15
$闪迪(SNDK)$
空头香橼提前10年做空恒大，当时的恒大如日中天，10年后恒大彻底崩了，如今它又把目光转向闪迪，闪迪现在也是如日中天，那么闪迪会不会崩？
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-13
$纳斯达克(.IXIC)$
很多人要么看川川笑话，要么破口大骂，要么焦虑，而我是兴奋。收费这一招不是很漂亮吗？可以倒逼很多隔岸观虎斗的下场参与围剿。仓位决定脑袋，脑袋力挺仓位。看好纳斯达克
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-10
$纳斯达克(.IXIC)$
看好人工智能大模型软硬全栈一体化就去买谷歌，还有纳斯达克那几只科技龙头股，持有它们体验是真好。
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2606(CLmain)$亚洲原油供应紧张局面可能尚未完全体现，未来数周压力或进一步上升。随着流入亚洲的海运原油数量明显下滑，炼厂原料端紧张局势正在加速显现。搞点中海油博一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555689540273032","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554578908107640,"gmtCreate":1776401443918,"gmtModify":1776401446111,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>阿里技术面上叫洗盘，基本面上解释也可以说是等财报，不接受不确定性预期，不拿出真家伙我不认","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>阿里技术面上叫洗盘，基本面上解释也可以说是等财报，不接受不确定性预期，不拿出真家伙我不认","text":"$阿里巴巴-W(09988)$阿里技术面上叫洗盘，基本面上解释也可以说是等财报，不接受不确定性预期，不拿出真家伙我不认","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554578908107640","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554282746782584,"gmtCreate":1776329138906,"gmtModify":1776329141165,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a>Qubt这个走势是明显的庄股，一般人看看就行了，实在想买的话设好止损，这票庄家很凶","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a>Qubt这个走势是明显的庄股，一般人看看就行了，实在想买的话设好止损，这票庄家很凶","text":"$Quantum Computing Inc.(QUBT)$Qubt这个走势是明显的庄股，一般人看看就行了，实在想买的话设好止损，这票庄家很凶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554282746782584","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554280926085184,"gmtCreate":1776328785055,"gmtModify":1776328787991,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>市场给AI产业链高估值本身逻辑没问题，核心前提是企业必须建立稳固的行业门槛。一旦行业产能过剩、稀缺性消失，多数产品就会陷入价格下行、利润压缩的困境。 而以阿斯麦、台积电、英伟达为代表的美股龙头企业则完全不同：它们即便股价大幅上涨，凭借无可替代的技术壁垒与行业垄断地位，长期没有真正的竞争对手，能够持续锁定高额利润。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>市场给AI产业链高估值本身逻辑没问题，核心前提是企业必须建立稳固的行业门槛。一旦行业产能过剩、稀缺性消失，多数产品就会陷入价格下行、利润压缩的困境。 而以阿斯麦、台积电、英伟达为代表的美股龙头企业则完全不同：它们即便股价大幅上涨，凭借无可替代的技术壁垒与行业垄断地位，长期没有真正的竞争对手，能够持续锁定高额利润。","text":"$英伟达(NVDA)$市场给AI产业链高估值本身逻辑没问题，核心前提是企业必须建立稳固的行业门槛。一旦行业产能过剩、稀缺性消失，多数产品就会陷入价格下行、利润压缩的困境。 而以阿斯麦、台积电、英伟达为代表的美股龙头企业则完全不同：它们即便股价大幅上涨，凭借无可替代的技术壁垒与行业垄断地位，长期没有真正的竞争对手，能够持续锁定高额利润。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554280926085184","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553946507269016,"gmtCreate":1776247146285,"gmtModify":1776247148855,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文这个票市场最大的担忧还是来自于极高的融资成本和紧张的流动性，以及非常集中的客户名单。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文这个票市场最大的担忧还是来自于极高的融资成本和紧张的流动性，以及非常集中的客户名单。","text":"$甲骨文(ORCL)$甲骨文这个票市场最大的担忧还是来自于极高的融资成本和紧张的流动性，以及非常集中的客户名单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/553946507269016","isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548665181418139","authorId":"3548665181418139","name":"王炸女神","avatar":"https://static.tigerbbs.com/9a680106e60d4cdced54bd0f61f1cc44","crmLevel":6,"crmLevelSwitch":0,"idStr":"3548665181418139","authorIdStr":"3548665181418139"},"content":"是的， 尤其要躲开马斯克诉讼open AI的一击能带给oracle的风险","text":"是的， 尤其要躲开马斯克诉讼open AI的一击能带给oracle的风险","html":"是的， 尤其要躲开马斯克诉讼open AI的一击能带给oracle的风险"},{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"恭迎赵公明","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":6,"crmLevelSwitch":0,"idStr":"3470824502609204","authorIdStr":"3470824502609204"},"content":"这样说，如果openai崩了，那么美股就会崩。","text":"这样说，如果openai崩了，那么美股就会崩。","html":"这样说，如果openai崩了，那么美股就会崩。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553945122517056,"gmtCreate":1776246801762,"gmtModify":1776246804042,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>空头香橼提前10年做空恒大，当时的恒大如日中天，10年后恒大彻底崩了，如今它又把目光转向闪迪，闪迪现在也是如日中天，那么闪迪会不会崩？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>空头香橼提前10年做空恒大，当时的恒大如日中天，10年后恒大彻底崩了，如今它又把目光转向闪迪，闪迪现在也是如日中天，那么闪迪会不会崩？","text":"$闪迪(SNDK)$空头香橼提前10年做空恒大，当时的恒大如日中天，10年后恒大彻底崩了，如今它又把目光转向闪迪，闪迪现在也是如日中天，那么闪迪会不会崩？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/553945122517056","isVote":1,"tweetType":1,"viewCount":3068,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3444337419887473","authorIdStr":"3444337419887473"},"content":"崩也是以后的事情，普通人拿不到崩那一天的，3 个月有时候都是普通人持股极限","text":"崩也是以后的事情，普通人拿不到崩那一天的，3 个月有时候都是普通人持股极限","html":"崩也是以后的事情，普通人拿不到崩那一天的，3 个月有时候都是普通人持股极限"},{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"content":"大哥 恒大是啥？闪迪又是啥？😂","text":"大哥 恒大是啥？闪迪又是啥？😂","html":"大哥 恒大是啥？闪迪又是啥？😂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553082953113696,"gmtCreate":1776066912026,"gmtModify":1776067562412,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>很多人要么看川川笑话，要么破口大骂，要么焦虑，而我是兴奋。收费这一招不是很漂亮吗？可以倒逼很多隔岸观虎斗的下场参与围剿。仓位决定脑袋，脑袋力挺仓位。看好纳斯达克","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>很多人要么看川川笑话，要么破口大骂，要么焦虑，而我是兴奋。收费这一招不是很漂亮吗？可以倒逼很多隔岸观虎斗的下场参与围剿。仓位决定脑袋，脑袋力挺仓位。看好纳斯达克","text":"$纳斯达克(.IXIC)$很多人要么看川川笑话，要么破口大骂，要么焦虑，而我是兴奋。收费这一招不是很漂亮吗？可以倒逼很多隔岸观虎斗的下场参与围剿。仓位决定脑袋，脑袋力挺仓位。看好纳斯达克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553082953113696","isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552029153058960,"gmtCreate":1775809726143,"gmtModify":1775811239228,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>看好人工智能大模型软硬全栈一体化就去买谷歌，还有纳斯达克那几只科技龙头股，持有它们体验是真好。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>看好人工智能大模型软硬全栈一体化就去买谷歌，还有纳斯达克那几只科技龙头股，持有它们体验是真好。","text":"$纳斯达克(.IXIC)$看好人工智能大模型软硬全栈一体化就去买谷歌，还有纳斯达克那几只科技龙头股，持有它们体验是真好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552029153058960","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}