这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

这篇文章不错，转发给大家看看

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

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":477598811607784,"tweetId":"477598811607784","gmtCreate":1757610940130,"gmtModify":1757610941661,"author":{"id":3492063960240668,"idStr":"3492063960240668","authorId":3492063960240668,"authorIdStr":"3492063960240668","name":"AIbert","avatar":"https://static.tigerbbs.com/99a33a6ac4d7b85419414decc19b0a11","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","htmlText":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/477598811607784","repostId":477486882996424,"repostType":1,"repost":{"magic":2,"id":477486882996424,"tweetId":"477486882996424","gmtCreate":1757577874207,"gmtModify":1757635802347,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":37634,"starInvestorFlag":false},"themes":[{"themeId":"9bece2d15d50419c8457353bd4b2fa3a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英特尔、甲骨文后，高通暴涨！下一个会轮到谁？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9bece2d15d50419c8457353bd4b2fa3a}&rnconfig={\"headerBarHidden\": true}","description":"高通宣布其数据中心AI芯片，专注于AI推理，每张卡提供768GB内存，比英伟达及AMD都多，高通一度暴涨20%、收涨11.09%。其次，AMD消息：与美能源部达成10亿美元AI合作，打造两台超算。\n老牌芯片股轮番暴涨，前有英特尔、甲骨文，现有高通，大家希望下一个轮到谁？你看好接下来半导体板块涨势吗？","image":"https://static.tigerbbs.com/15a8bbe4c944a9ee672c79fd5fce30ec"}],"images":[{"img":"https://static.tigerbbs.com/f7eba61ff28cd5db65b6d9cc4fc09551","width":"1080","height":"1164"},{"img":"https://static.tigerbbs.com/bef526dd94546480c0a2713666f34d0a","width":"871","height":"2608"},{"img":"https://static.tigerbbs.com/6d5191d33e1fc90c377dca9902ed5439","width":"4590","height":"2295"}],"coverImages":[{"img":"https://static.tigerbbs.com/f7eba61ff28cd5db65b6d9cc4fc09551"},{"img":"https://static.tigerbbs.com/bef526dd94546480c0a2713666f34d0a"},{"img":"https://static.tigerbbs.com/6d5191d33e1fc90c377dca9902ed5439"}],"title":"不止甲骨文，还有PLTR, CRWV, NBIS……AI概念股你最看好的是？","extraTitle":"","html":"<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>","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. $CoreWeave, Inc.(CRWV)$ 、 $Palantir Technologies Inc.(PLTR)$ 等也都是翻倍大涨。 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？ 评论区分享你的观点或操作策略，一起赢取1000虎币奖励！ $纳指100ETF(QQQ)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/477486882996424","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","QQQ","CRWV","AVGO","NBIS","TEM","TSM","PLTR"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":477486882996424,"totalAmount":1000,"balance":0,"end":true,"deadline":1759377874207,"description":"210虎币已分给7位参与者,剩余790虎币已退还至发起者","remainingNumber":93},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1463,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":280,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/477598811607784"}