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@话题虎：不止甲骨文，还有PLTR, CRWV, NBIS……AI概念股你最看好的是？

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class=\"teditor-emoji\">[暗中观察]</span></p></blockquote><p></p><p>甲骨文一个财报，单日暴涨近40%，万亿市值俱乐部又要多一名成员了，同时也带动了一众AI股大涨。如果大家就看好纳指，可以先重新过一遍上周特朗普晚宴的受邀名单（<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">重新看了一下甲骨文CEO的席间讲话，真挚又充满情感<span class=\"teditor-emoji\">[可爱]</span>）</span>，然后再回顾今年截至目前AI相关股票的上涨情况~</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7eba61ff28cd5db65b6d9cc4fc09551\" tg-width=\"1080\" tg-height=\"1164\"></p><p></p><p>先是受邀名单，受邀科技巨头和AI创业公司，大家比较熟悉的，包括Tim Cook-苹果CEO，Mark Zuckerberg-Meta创始人兼CEO，Satya Nadella-微软CEO，Sundar Pichai-谷歌CEO，Dylan Field-Figma联合创始人兼CEO，Sam Altman-OpenAI CEO，Safra Catz-甲骨文CEO；Sanjay Mehrotra-美光科技CEO，Lisa Su-AMD CEO，等等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef526dd94546480c0a2713666f34d0a\" tg-width=\"871\" tg-height=\"2608\"></p><p></p><p>谷歌此前宣布了与OpenAI 达成算力合作，博通的百亿芯片大单客户，据《金融时报》等媒体证实，也是OpenAI，现在甲骨文4000多亿美元的订单，3000多亿也都是OpenAI贡献的，从云计算到定制芯片，OpenAI正在将整个科技供应链拉入一场高速运转的“军备竞赛”。<span class=\"teditor-emoji\">[看涨]</span><span class=\"teditor-emoji\">[看涨]</span><span class=\"teditor-emoji\">[看涨]</span></p><p><span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">当前AI算力需求看起来远超供给</span>，那么单日英伟达+4%，博通+10%，加上目前市场的热情程度，这个涨幅也就不夸张了。再看看今年AI相关股票的上涨情况：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d5191d33e1fc90c377dca9902ed5439\" tg-width=\"4590\" tg-height=\"2295\"></p><p></p><p>2025年不满9个月的时间里，<strong>不止算力芯片，AI基础设施、应用层同样表现亮眼</strong>。整体来看，中小市值AI公司涨幅更大，市场想象空间大，eg. <a data-mention-id=\"TEM\" class=\"teditor-mention\" data-mention-name=\"Tempus AI\" href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> , <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 均实现翻倍大涨，大市值的传统硬件龙头增速同比放缓，涨幅较为温和，eg. <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 、 <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> ，其次，AI基础设施与软件应用层也是今年的明星赛道，eg. <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 、 <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 等也都是翻倍大涨。</p><p></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">如果大家对AI发展未来并无质疑，上图中的相关概念股，你目前最看好的是哪些？现在有何调仓策略？</span></strong></p><p><strong>评论区分享你的观点或操作策略，一起赢取1000虎币奖励！</strong> <a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"纳指100ETF\" href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a></p></body></html>","htmlText":"<html><head></head><body><blockquote><p>9.11美国爱国日，历史上，指数在这一天一般都是收涨的。<span class=\"teditor-emoji\">[暗中观察]</span></p></blockquote><p></p><p>甲骨文一个财报，单日暴涨近40%，万亿市值俱乐部又要多一名成员了，同时也带动了一众AI股大涨。如果大家就看好纳指，可以先重新过一遍上周特朗普晚宴的受邀名单（<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">重新看了一下甲骨文CEO的席间讲话，真挚又充满情感<span class=\"teditor-emoji\">[可爱]</span>）</span>，然后再回顾今年截至目前AI相关股票的上涨情况~</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7eba61ff28cd5db65b6d9cc4fc09551\" tg-width=\"1080\" tg-height=\"1164\"></p><p></p><p>先是受邀名单，受邀科技巨头和AI创业公司，大家比较熟悉的，包括Tim Cook-苹果CEO，Mark Zuckerberg-Meta创始人兼CEO，Satya Nadella-微软CEO，Sundar Pichai-谷歌CEO，Dylan Field-Figma联合创始人兼CEO，Sam Altman-OpenAI CEO，Safra Catz-甲骨文CEO；Sanjay Mehrotra-美光科技CEO，Lisa Su-AMD CEO，等等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef526dd94546480c0a2713666f34d0a\" tg-width=\"871\" tg-height=\"2608\"></p><p></p><p>谷歌此前宣布了与OpenAI 达成算力合作，博通的百亿芯片大单客户，据《金融时报》等媒体证实，也是OpenAI，现在甲骨文4000多亿美元的订单，3000多亿也都是OpenAI贡献的，从云计算到定制芯片，OpenAI正在将整个科技供应链拉入一场高速运转的“军备竞赛”。<span class=\"teditor-emoji\">[看涨]</span><span class=\"teditor-emoji\">[看涨]</span><span class=\"teditor-emoji\">[看涨]</span></p><p><span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">当前AI算力需求看起来远超供给</span>，那么单日英伟达+4%，博通+10%，加上目前市场的热情程度，这个涨幅也就不夸张了。再看看今年AI相关股票的上涨情况：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d5191d33e1fc90c377dca9902ed5439\" tg-width=\"4590\" tg-height=\"2295\"></p><p></p><p>2025年不满9个月的时间里，<strong>不止算力芯片，AI基础设施、应用层同样表现亮眼</strong>。整体来看，中小市值AI公司涨幅更大，市场想象空间大，eg. <a data-mention-id=\"TEM\" class=\"teditor-mention\" data-mention-name=\"Tempus AI\" href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> , <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 均实现翻倍大涨，大市值的传统硬件龙头增速同比放缓，涨幅较为温和，eg. <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 、 <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> ，其次，AI基础设施与软件应用层也是今年的明星赛道，eg. <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 、 <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 等也都是翻倍大涨。</p><p></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">如果大家对AI发展未来并无质疑，上图中的相关概念股，你目前最看好的是哪些？现在有何调仓策略？</span></strong></p><p><strong>评论区分享你的观点或操作策略，一起赢取1000虎币奖励！</strong> <a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"纳指100ETF\" href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a></p></body></html>","text":"9.11美国爱国日，历史上，指数在这一天一般都是收涨的。[暗中观察] 甲骨文一个财报，单日暴涨近40%，万亿市值俱乐部又要多一名成员了，同时也带动了一众AI股大涨。如果大家就看好纳指，可以先重新过一遍上周特朗普晚宴的受邀名单（重新看了一下甲骨文CEO的席间讲话，真挚又充满情感[可爱]），然后再回顾今年截至目前AI相关股票的上涨情况~ 先是受邀名单，受邀科技巨头和AI创业公司，大家比较熟悉的，包括Tim Cook-苹果CEO，Mark Zuckerberg-Meta创始人兼CEO，Satya Nadella-微软CEO，Sundar Pichai-谷歌CEO，Dylan Field-Figma联合创始人兼CEO，Sam Altman-OpenAI CEO，Safra Catz-甲骨文CEO；Sanjay Mehrotra-美光科技CEO，Lisa Su-AMD CEO，等等。 谷歌此前宣布了与OpenAI 达成算力合作，博通的百亿芯片大单客户，据《金融时报》等媒体证实，也是OpenAI，现在甲骨文4000多亿美元的订单，3000多亿也都是OpenAI贡献的，从云计算到定制芯片，OpenAI正在将整个科技供应链拉入一场高速运转的“军备竞赛”。[看涨][看涨][看涨] 当前AI算力需求看起来远超供给，那么单日英伟达+4%，博通+10%，加上目前市场的热情程度，这个涨幅也就不夸张了。再看看今年AI相关股票的上涨情况： 2025年不满9个月的时间里，不止算力芯片，AI基础设施、应用层同样表现亮眼。整体来看，中小市值AI公司涨幅更大，市场想象空间大，eg. $Tempus AI(TEM)$ , $NEBIUS(NBIS)$ 均实现翻倍大涨，大市值的传统硬件龙头增速同比放缓，涨幅较为温和，eg. $英伟达(NVDA)$ 、 $台积电(TSM)$ 、 $博通(AVGO)$ ，其次，AI基础设施与软件应用层也是今年的明星赛道，eg. $CoreWeave, Inc.(CRWV)$ 、 $Palantir 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