$纳斯达克(.IXI_老虎社区_美港股上老虎 - 老虎社区

2
6
收藏

NickShen
2025-12-31

$纳斯达克(.IXIC)$ $英伟达(NVDA)$ 内存价格下不来已经说明了ai泡沫迟早要破灭是行业内的共识了。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

2

举报

评论（6）

推荐
最新

火火兔爸
·2025-12-31
什么逻辑？
回复
点赞
举报
收起
- 火火兔爸回复NickShen:
  噗，增产不要时间吗？而且涨价是因为把先有产能移去了hbm
  01-01
  回复
  举报
- NickShen回复火火兔爸:
  你去了解一下目前消费级的内存涨价的幅度，这种涨幅还不增产就说明企业知道ai导致的这种大需求是不会持续的。
  01-01
  回复
  举报
- 火火兔爸回复NickShen:
  哪是这么回事
  2025-12-31
  回复
  举报
查看更多 1 条评论
我想学_
·01-04
你从23年就一直看空英伟达，到现在少赚500%有点怨言也是正常的 [笑哭] [笑哭]
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":516766621660024,"tweetId":"516766621660024","gmtCreate":1767192936521,"gmtModify":1767192938734,"author":{"id":3499885061189529,"idStr":"3499885061189529","authorId":3499885061189529,"authorIdStr":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":81,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 内存价格下不来已经说明了ai泡沫迟早要破灭是行业内的共识了。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 内存价格下不来已经说明了ai泡沫迟早要破灭是行业内的共识了。</p></body></html>","text":"$纳斯达克(.IXIC)$ $英伟达(NVDA)$ 内存价格下不来已经说明了ai泡沫迟早要破灭是行业内的共识了。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/516766621660024","repostId":0,"isVote":1,"tweetType":1,"viewCount":7230,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA",".IXIC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":88,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":517001312133680,"commentId":"517001312133680","gmtCreate":1767196174403,"gmtModify":1767196178804,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":516766621660024,"objectIdStr":"516766621660024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"什么逻辑？","text":"什么逻辑？","html":"什么逻辑？","likeSize":0,"commentSize":4,"subComments":[{"id":516866386351328,"commentId":"516866386351328","gmtCreate":1767217369820,"gmtModify":1767217374181,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3499885061189529,"repliedAuthor":{"id":3499885061189529,"idStr":"3499885061189529","authorId":3499885061189529,"name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":516766621660024,"objectIdStr":"516766621660024","type":1,"supId":517001312133680,"supIdStr":"517001312133680","prevId":517061210808656,"prevIdStr":"517061210808656","content":"噗，增产不要时间吗？而且涨价是因为把先有产能移去了hbm","text":"噗，增产不要时间吗？而且涨价是因为把先有产能移去了hbm","html":"噗，增产不要时间吗？而且涨价是因为把先有产能移去了hbm","disclaimerType":0},{"id":517061210808656,"commentId":"517061210808656","gmtCreate":1767209811768,"gmtModify":1767209816722,"authorId":3499885061189529,"author":{"id":3499885061189529,"idStr":"3499885061189529","authorId":3499885061189529,"name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3546249304196282,"repliedAuthor":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":516766621660024,"objectIdStr":"516766621660024","type":1,"supId":517001312133680,"supIdStr":"517001312133680","prevId":516781424989400,"prevIdStr":"516781424989400","content":"你去了解一下目前消费级的内存涨价的幅度，这种涨幅还不增产就说明企业知道ai导致的这种大需求是不会持续的。","text":"你去了解一下目前消费级的内存涨价的幅度，这种涨幅还不增产就说明企业知道ai导致的这种大需求是不会持续的。","html":"你去了解一下目前消费级的内存涨价的幅度，这种涨幅还不增产就说明企业知道ai导致的这种大需求是不会持续的。","disclaimerType":0},{"id":516781424989400,"commentId":"516781424989400","gmtCreate":1767196627278,"gmtModify":1767196631631,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3499885061189529,"repliedAuthor":{"id":3499885061189529,"idStr":"3499885061189529","authorId":3499885061189529,"name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":516766621660024,"objectIdStr":"516766621660024","type":1,"supId":517001312133680,"supIdStr":"517001312133680","prevId":516781282488936,"prevIdStr":"516781282488936","content":"哪是这么回事","text":"哪是这么回事","html":"哪是这么回事","disclaimerType":0},{"id":516781282488936,"commentId":"516781282488936","gmtCreate":1767196510843,"gmtModify":1767196516515,"authorId":3499885061189529,"author":{"id":3499885061189529,"idStr":"3499885061189529","authorId":3499885061189529,"name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":516766621660024,"objectIdStr":"516766621660024","type":1,"supId":517001312133680,"supIdStr":"517001312133680","prevId":0,"prevIdStr":"0","content":"内存厂商知道ai泡沫很快就会破灭，所以不敢冒险去建新厂扩大产量","text":"内存厂商知道ai泡沫很快就会破灭，所以不敢冒险去建新厂扩大产量","html":"内存厂商知道ai泡沫很快就会破灭，所以不敢冒险去建新厂扩大产量","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":518368304812704,"commentId":"518368304812704","gmtCreate":1767530048917,"gmtModify":1767577943455,"authorId":3539338376693612,"author":{"id":3539338376693612,"idStr":"3539338376693612","authorId":3539338376693612,"name":"我想学_","avatar":"https://static.tigerbbs.com/53127c2d2075a8deb266670ded64ec69","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":516766621660024,"objectIdStr":"516766621660024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你从23年就一直看空英伟达，到现在少赚500%有点怨言也是正常的 [笑哭] [笑哭]","text":"你从23年就一直看空英伟达，到现在少赚500%有点怨言也是正常的 [笑哭] [笑哭]","html":"你从23年就一直看空英伟达，到现在少赚500%有点怨言也是正常的 [笑哭] [笑哭]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}