他喊不喊都不会改变过_老虎社区_美港股上老虎 - 老虎社区

他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。

追踪“8巨头”：特斯拉年内涨幅清零，年末看好哪只？

周四美股创一个月最大单日跌幅，截止13日收盘，特斯拉跌6.64%，博通跌4.29%，英伟达跌3.58%，谷歌跌2.89%，亚马逊跌2.71%，相较之下，微软、苹果小跌，Meta逆势微涨。特斯拉股价年内涨幅已经全部抹去。【现在是否该担心AI估值泡沫？8巨头，大家年末看好谁？】

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

Guy
11-12
Guy
国产替代大趋势不可逆，早晚进场差别不大

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":499226840920816,"tweetId":"499226840920816","gmtCreate":1762907313124,"gmtModify":1762907315852,"author":{"id":3522050789531005,"idStr":"3522050789531005","authorId":3522050789531005,"authorIdStr":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.20","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[{"themeId":"ce9475fb74174670803352ffbd11690a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"追踪“8巨头”：特斯拉年内涨幅清零，年末看好哪只？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ce9475fb74174670803352ffbd11690a}&rnconfig={\"headerBarHidden\": true}","description":"周四美股创一个月最大单日跌幅，截止13日收盘，特斯拉跌6.64%，博通跌4.29%，英伟达跌3.58%，谷歌跌2.89%，亚马逊跌2.71%，相较之下，微软、苹果小跌，Meta逆势微涨。特斯拉股价年内涨幅已经全部抹去。\n【现在是否该担心AI估值泡沫？8巨头，大家年末看好谁？】","image":"https://static.tigerbbs.com/361eb9e82b38badf55f5eab7ee16736c"}],"images":[],"coverImages":[],"html":"<html><head></head><body>他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。</body></html>","htmlText":"<html><head></head><body>他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。</body></html>","text":"他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/499226840920816","repostId":0,"isVote":1,"tweetType":1,"viewCount":241,"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":120,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":499236878615016,"commentId":"499236878615016","gmtCreate":1762908957881,"gmtModify":1762963093085,"authorId":9000000000000570,"author":{"id":9000000000000570,"idStr":"9000000000000570","authorId":9000000000000570,"name":"Guy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499226840920816,"objectIdStr":"499226840920816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国产替代大趋势不可逆，早晚进场差别不大","text":"国产替代大趋势不可逆，早晚进场差别不大","html":"国产替代大趋势不可逆，早晚进场差别不大","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/499226840920816"}