Mag 7目前榜首：谷歌！接下来更看好？ - 老虎社区

00:48

Replying to @小虎ZZL:应该是十有八九，不能肯定八九不离十。//@小虎ZZL:这些企业股价真的都上涨了吗？

09-19 10:28

英伟达，现在又和英特尔联手了，更看好了

冒险岛之旅

09-17

英伟达yyds

09-17

看好英伟达，ai投资浪还在快速发展中。

09-17

谷歌、英伟达、微软这样的顺序

勇敢小飞猪

09-17

看好谷歌 $谷歌(GOOG)$ gemmi听起来很厉害

09-17

大家一起涨的概率比较大，英伟达涨的少一点

09-17

还是持续看好英伟达，英伟达最棒

09-17

1

09-17

谷歌

09-17

苹果

春风不解夏季情

09-17

特斯拉

冬天的月亮

09-17

英伟达

梦想快实现

09-17

看好meta

明日阳光888

09-17

英伟达

09-17

看好meta

09-17

看好meta,

苍穹之剑888

09-17

英伟达

躺平躺到地狱了

09-17

特斯拉

老汉特朗普

09-17

英伟达是咋滴了？一蹶不振？

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@小虎ZZL:应该是十有八九，不能肯定八九不离十。//@小虎ZZL:这些企业股价真的都上涨了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480718709387992","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479209838158160,"gmtCreate":1758014321063,"gmtModify":1758016170081,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"📈9月GOOG、ORCL、MU、AVGO、LRCX齐创新高，AI链核心股上涨加速？","htmlText":"小虎们好，还记得专家们都说9月行情要回调？但市场似乎预期了市场的预期，就不给回调机会了？大盘持续新高，众多AI产业链上的个股突破前高，加速上涨。截止9月15日， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 9月涨幅最好的18家公司中， <a href=\"https://laohu8.com/S/WBD\">$Warner Bros. Discovery(WBD)$</a> 领先，涨幅达到67%。其中，有10家公司持续创出历史新高 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> , <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> , <a href=\"https://laohu8.com/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> , <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> ,<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> ,<a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a> , <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> , <a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> , <a href=\"https://laohu8.com/S/KLAC\">$科磊(KLAC)$</a> <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST</a>","listText":"小虎们好，还记得专家们都说9月行情要回调？但市场似乎预期了市场的预期，就不给回调机会了？大盘持续新高，众多AI产业链上的个股突破前高，加速上涨。截止9月15日， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 9月涨幅最好的18家公司中， <a href=\"https://laohu8.com/S/WBD\">$Warner Bros. Discovery(WBD)$</a> 领先，涨幅达到67%。其中，有10家公司持续创出历史新高 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> , <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> , <a href=\"https://laohu8.com/S/PSKY\">$Paramount Skydance Corp(PSKY)$</a> , <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> ,<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> ,<a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a> , <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> , <a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> , <a href=\"https://laohu8.com/S/KLAC\">$科磊(KLAC)$</a> <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST</a>","text":"小虎们好，还记得专家们都说9月行情要回调？但市场似乎预期了市场的预期，就不给回调机会了？大盘持续新高，众多AI产业链上的个股突破前高，加速上涨。截止9月15日， $标普500(.SPX)$ 9月涨幅最好的18家公司中， $Warner Bros. Discovery(WBD)$ 领先，涨幅达到67%。其中，有10家公司持续创出历史新高 $甲骨文(ORCL)$ , $美光科技(MU)$ , $Paramount Skydance Corp(PSKY)$ , $博通(AVGO)$ ,$希捷科技(STX)$ ,$拉姆研究(LRCX)$ , $谷歌(GOOG)$ , $康宁(GLW)$ , $科磊(KLAC)$ $Vistra Energy Corp.(VST","images":[{"img":"https://static.tigerbbs.com/79af4a5e7cda8fc42368a75ec6625a5a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":4,"repostSize":31,"link":"https://laohu8.com/post/479209838158160","isVote":1,"tweetType":1,"viewCount":28015,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582320093726476","authorId":"3582320093726476","name":"小虎ZZL","avatar":"https://static.tigerbbs.com/5fa13e8a4280571a99e7326302f11926","crmLevel":2,"crmLevelSwitch":1,"idStr":"3582320093726476","authorIdStr":"3582320093726476"},"content":"这些企业股价真的都上涨了吗？","text":"这些企业股价真的都上涨了吗？","html":"这些企业股价真的都上涨了吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":479263133032648,"gmtCreate":1758027436301,"gmtModify":1758027557937,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667688472228","authorIdStr":"3527667688472228"},"themes":[],"title":"💰UUUU, OKLO大涨两位数！ 美核电与铀矿股集体走强, 产业链及ETF一览","htmlText":"美东时间2025年9月15日，美股核电与铀矿板块集体走强，核心催化是美国能源部长克里斯·赖特（Chris Wright）在维也纳国际原子能机构大会上提出“扩大战略铀储备+加速摆脱俄罗斯浓缩铀依赖”，并首次给出“8-15年内实现核聚变商业发电”的明确时间表。注：图片由AI生成受消息刺激，现货铀价跳涨，相关个股与ETF在隔夜及夜盘延续拉升，具体表现与产业链映射如下：一、宏观与政策背景战略铀储备：美国目前铀库存仅够14个月发电，远低于欧盟30个月水平；国会2024年已立法要求2028年前停用俄燃料，政府2022年起已向 <a href=\"https://laohu8.com/S/UUUU\">$Energy Fuels Inc(UUUU)$</a> 、 <a href=\"https://laohu8.com/S/UEC\">$Uranium Energy Corp(UEC)$</a> 等采购数十万磅铀，新一轮扩容订单预计2025Q4落地。核聚变时间表：能源部首次官方定调“8-15年商用”，叠加2022年LLNL实验室“净能量增益”验证，吸引贝索斯、盖茨等数十亿美元风投，提升整条铀燃料供应链估值。AI用电缺口：Meta、Amazon、Google等科技巨头过去6个月密集签约20年期核电购电协议，小型模块化反应堆（SMR）成为数据中心“24h零碳基荷”首选，白宫5月行政令要求首批SMR 2026年测试。二、核心个股（隔夜+夜盘涨跌幅）名称9/15隔夜9/16夜盘业务/催化 <a href=\"https://laohu8.com/S/UUUU\">$Energy Fuels Inc(UUUU)$</a> +15.8%+2.4%美国最大铀矿+稀土副产品，已获政府储备订单，White Mesa Mill具备浓缩尾料再处理产能 <a href=\"https://laohu8.com/S/UEC\"></a>","listText":"美东时间2025年9月15日，美股核电与铀矿板块集体走强，核心催化是美国能源部长克里斯·赖特（Chris Wright）在维也纳国际原子能机构大会上提出“扩大战略铀储备+加速摆脱俄罗斯浓缩铀依赖”，并首次给出“8-15年内实现核聚变商业发电”的明确时间表。注：图片由AI生成受消息刺激，现货铀价跳涨，相关个股与ETF在隔夜及夜盘延续拉升，具体表现与产业链映射如下：一、宏观与政策背景战略铀储备：美国目前铀库存仅够14个月发电，远低于欧盟30个月水平；国会2024年已立法要求2028年前停用俄燃料，政府2022年起已向 <a href=\"https://laohu8.com/S/UUUU\">$Energy Fuels Inc(UUUU)$</a> 、 <a href=\"https://laohu8.com/S/UEC\">$Uranium Energy Corp(UEC)$</a> 等采购数十万磅铀，新一轮扩容订单预计2025Q4落地。核聚变时间表：能源部首次官方定调“8-15年商用”，叠加2022年LLNL实验室“净能量增益”验证，吸引贝索斯、盖茨等数十亿美元风投，提升整条铀燃料供应链估值。AI用电缺口：Meta、Amazon、Google等科技巨头过去6个月密集签约20年期核电购电协议，小型模块化反应堆（SMR）成为数据中心“24h零碳基荷”首选，白宫5月行政令要求首批SMR 2026年测试。二、核心个股（隔夜+夜盘涨跌幅）名称9/15隔夜9/16夜盘业务/催化 <a href=\"https://laohu8.com/S/UUUU\">$Energy Fuels Inc(UUUU)$</a> +15.8%+2.4%美国最大铀矿+稀土副产品，已获政府储备订单，White Mesa Mill具备浓缩尾料再处理产能 <a href=\"https://laohu8.com/S/UEC\"></a>","text":"美东时间2025年9月15日，美股核电与铀矿板块集体走强，核心催化是美国能源部长克里斯·赖特（Chris Wright）在维也纳国际原子能机构大会上提出“扩大战略铀储备+加速摆脱俄罗斯浓缩铀依赖”，并首次给出“8-15年内实现核聚变商业发电”的明确时间表。注：图片由AI生成受消息刺激，现货铀价跳涨，相关个股与ETF在隔夜及夜盘延续拉升，具体表现与产业链映射如下：一、宏观与政策背景战略铀储备：美国目前铀库存仅够14个月发电，远低于欧盟30个月水平；国会2024年已立法要求2028年前停用俄燃料，政府2022年起已向 $Energy Fuels Inc(UUUU)$ 、 $Uranium Energy Corp(UEC)$ 等采购数十万磅铀，新一轮扩容订单预计2025Q4落地。核聚变时间表：能源部首次官方定调“8-15年商用”，叠加2022年LLNL实验室“净能量增益”验证，吸引贝索斯、盖茨等数十亿美元风投，提升整条铀燃料供应链估值。AI用电缺口：Meta、Amazon、Google等科技巨头过去6个月密集签约20年期核电购电协议，小型模块化反应堆（SMR）成为数据中心“24h零碳基荷”首选，白宫5月行政令要求首批SMR 2026年测试。二、核心个股（隔夜+夜盘涨跌幅）名称9/15隔夜9/16夜盘业务/催化 $Energy Fuels Inc(UUUU)$ +15.8%+2.4%美国最大铀矿+稀土副产品，已获政府储备订单，White Mesa Mill具备浓缩尾料再处理产能","images":[{"img":"https://static.tigerbbs.com/dcbeea8eb163c1404e9c6cc9212f52ae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":42,"commentSize":8,"repostSize":27,"link":"https://laohu8.com/post/479263133032648","isVote":1,"tweetType":1,"viewCount":28129,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":4,"crmLevelSwitch":1,"idStr":"1436866998000","authorIdStr":"1436866998000"},"content":"$Oklo Inc.(OKLO)$ 和$Nexgen Energy Ltd.(NXE)$ 都没有拿稳！！","text":"$Oklo Inc.(OKLO)$ 和$Nexgen Energy Ltd.(NXE)$ 都没有拿稳！！","html":"$Oklo Inc.(OKLO)$ 和$Nexgen Energy Ltd.(NXE)$ 都没有拿稳！！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":480153225658728,"gmtCreate":1758248913321,"gmtModify":1758248915709,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"英伟达，现在又和英特尔联手了，更看好了","listText":"英伟达，现在又和英特尔联手了，更看好了","text":"英伟达，现在又和英特尔联手了，更看好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480153225658728","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479171687915720,"gmtCreate":1758005110832,"gmtModify":1758006374573,"author":{"id":"3527667608392900","authorId":"3527667608392900","name":"芯潮","avatar":"https://static.tigerbbs.com/feac0f5f370e5db4646bf8b1ef22253f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667608392900","authorIdStr":"3527667608392900"},"themes":[],"title":"英伟达之外：存储和AI硬件正在悄悄改写半导体胜负手！","htmlText":"当市场还在讨论“谁能跑赢 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ”的时候，真正悄然变动的是另一条链条——存储（HDD/SSD/NAND/DRAM）+AI服务器配套+设备端，正在被一波由超大模型与数据中心扩容共同驱动的刚性需求推上风口。今天的信号不是孤立的新闻，而是“价格→供给紧张→机构上调预期→资金跟进”的四连击：SanDisk/NAND首发涨价、Micron/DRAM/NAND跳价/惜售与机构上调、Western Digital 与Seagate跟进HDD涨价、以及设备龙头ASML出现内部买盘。这一串动作都在同步发生，说明行情有“基本面验证”的味道，而非纯概念炒作。9月15日Semi复盘存储方向出现短期涨价+中期需求持续的“Price &amp; Volume”双重催化： <a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp.(SNDK)$</a> 已宣布 NAND 涨价，Micron/业内也出现“暂停报价/惜售”信号，Western Digital 当天通知客户上调 HDD 价格，市场对存储景气回升的预期被迅速放大机构开始把“AI驱动的存储需求”量化入估值：UBS、Citi 等纷纷上调 Micron 目标价（UBS 把 MU 拉到 185 美元区间），并给出未来几个季度 DRAM/NAND 平均售价上行的预测，说明券商已把超大模型带来的长期存储需求写进模型半导体设备（尤其光刻）作为周期传导口，确定性更强：ASML 的内部人买入、并且长期资本开支若因内存涨价而回暖，ASML 将直接受益，成为板块里“压舱且确定性高”的配置板块分化将加剧：从“有账面业绩/价格话语权”的存储龙头，到“业务模式依赖外部大客户且缺壁垒”的GPU租赁/算力外包类企业，市场会显著区分估值溢价","listText":"当市场还在讨论“谁能跑赢 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ”的时候，真正悄然变动的是另一条链条——存储（HDD/SSD/NAND/DRAM）+AI服务器配套+设备端，正在被一波由超大模型与数据中心扩容共同驱动的刚性需求推上风口。今天的信号不是孤立的新闻，而是“价格→供给紧张→机构上调预期→资金跟进”的四连击：SanDisk/NAND首发涨价、Micron/DRAM/NAND跳价/惜售与机构上调、Western Digital 与Seagate跟进HDD涨价、以及设备龙头ASML出现内部买盘。这一串动作都在同步发生，说明行情有“基本面验证”的味道，而非纯概念炒作。9月15日Semi复盘存储方向出现短期涨价+中期需求持续的“Price &amp; Volume”双重催化： <a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp.(SNDK)$</a> 已宣布 NAND 涨价，Micron/业内也出现“暂停报价/惜售”信号，Western Digital 当天通知客户上调 HDD 价格，市场对存储景气回升的预期被迅速放大机构开始把“AI驱动的存储需求”量化入估值：UBS、Citi 等纷纷上调 Micron 目标价（UBS 把 MU 拉到 185 美元区间），并给出未来几个季度 DRAM/NAND 平均售价上行的预测，说明券商已把超大模型带来的长期存储需求写进模型半导体设备（尤其光刻）作为周期传导口，确定性更强：ASML 的内部人买入、并且长期资本开支若因内存涨价而回暖，ASML 将直接受益，成为板块里“压舱且确定性高”的配置板块分化将加剧：从“有账面业绩/价格话语权”的存储龙头，到“业务模式依赖外部大客户且缺壁垒”的GPU租赁/算力外包类企业，市场会显著区分估值溢价","text":"当市场还在讨论“谁能跑赢 $英伟达(NVDA)$ ”的时候，真正悄然变动的是另一条链条——存储（HDD/SSD/NAND/DRAM）+AI服务器配套+设备端，正在被一波由超大模型与数据中心扩容共同驱动的刚性需求推上风口。今天的信号不是孤立的新闻，而是“价格→供给紧张→机构上调预期→资金跟进”的四连击：SanDisk/NAND首发涨价、Micron/DRAM/NAND跳价/惜售与机构上调、Western Digital 与Seagate跟进HDD涨价、以及设备龙头ASML出现内部买盘。这一串动作都在同步发生，说明行情有“基本面验证”的味道，而非纯概念炒作。9月15日Semi复盘存储方向出现短期涨价+中期需求持续的“Price & Volume”双重催化： $SanDisk Corp.(SNDK)$ 已宣布 NAND 涨价，Micron/业内也出现“暂停报价/惜售”信号，Western Digital 当天通知客户上调 HDD 价格，市场对存储景气回升的预期被迅速放大机构开始把“AI驱动的存储需求”量化入估值：UBS、Citi 等纷纷上调 Micron 目标价（UBS 把 MU 拉到 185 美元区间），并给出未来几个季度 DRAM/NAND 平均售价上行的预测，说明券商已把超大模型带来的长期存储需求写进模型半导体设备（尤其光刻）作为周期传导口，确定性更强：ASML 的内部人买入、并且长期资本开支若因内存涨价而回暖，ASML 将直接受益，成为板块里“压舱且确定性高”的配置板块分化将加剧：从“有账面业绩/价格话语权”的存储龙头，到“业务模式依赖外部大客户且缺壁垒”的GPU租赁/算力外包类企业，市场会显著区分估值溢价","images":[{"img":"https://static.tigerbbs.com/9d10d534cc48b022f49e9589d9199816"},{"img":"https://static.tigerbbs.com/8921edb8fd55d70b1c6ca4b5f23d75e6"},{"img":"https://static.tigerbbs.com/d989c6de4ab2ccc7e6ca2284a15dd9b7"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":1,"repostSize":9,"link":"https://laohu8.com/post/479171687915720","isVote":1,"tweetType":1,"viewCount":15828,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142416961445330","authorId":"4142416961445330","name":"尖沙咀啵嘴","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4142416961445330","authorIdStr":"4142416961445330"},"content":"感觉mu财报还能再涨一波","text":"感觉mu财报还能再涨一波","html":"感觉mu财报还能再涨一波"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":479194697081024,"gmtCreate":1758010526835,"gmtModify":1758010780250,"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/bca18127aea7146dcdf53d2a249fc2f8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193377325563260","authorIdStr":"4193377325563260"},"themes":[],"title":"Tiktok拆分会利好谁","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>对甲骨文的影响云服务地位提升： 甲骨文自2022年以来一直是 TikTok 美国版的云服务提供商。这一安排旨在解决美国的安全担忧。如果拆分后 TikTok 继续使用甲骨文云，将为其带来稳定收入，同时进一步提升其在政府和企业市场中的安全信誉。事实上，市场已经对甲骨文可能继续扮演 TikTok 重要合作伙伴的角色抱有预期，这类消息过去也曾推动甲骨文股价短期上涨。政府与企业信任： 作为 TikTok 安全方案的核心合作方，甲骨文在数据托管上的能力得到认可。这不仅能强化其在美国市场的地位，也可能增强外界对其云安全能力的信心。分析师观点： 华尔街分析师普遍看好甲骨文未来的发展，尤其在AI和云服务领域，认为其增长空间仍然广阔。整体市场态度偏积极。对 Meta 的影响广告收入机会： TikTok 是 Meta 在短视频领域最大的竞争对手之一。如果 TikTok 被迫剥离或在美国市场受限，Meta 将有望分得其部分广告预算。机构普遍认为，TikTok 若退出，美国社交广告市场每年数十亿美元的流量和广告收入会重新分配，Meta 可能是最大受益方。用户增长与平台竞争： 近期数据表明，在 TikTok 面临不确定性时，Instagram 的日活和 Reels 使用时长均出现明显增长。若 TikTok 在功能或算法上受限，不少年轻用户和内容创作者可能转向 Meta 的 Reels 或 YouTube Shorts，从而推动 Meta 用户增长。短期股价表现： 由于市场对 TikTok 最终能否继续运","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>对甲骨文的影响云服务地位提升： 甲骨文自2022年以来一直是 TikTok 美国版的云服务提供商。这一安排旨在解决美国的安全担忧。如果拆分后 TikTok 继续使用甲骨文云，将为其带来稳定收入，同时进一步提升其在政府和企业市场中的安全信誉。事实上，市场已经对甲骨文可能继续扮演 TikTok 重要合作伙伴的角色抱有预期，这类消息过去也曾推动甲骨文股价短期上涨。政府与企业信任： 作为 TikTok 安全方案的核心合作方，甲骨文在数据托管上的能力得到认可。这不仅能强化其在美国市场的地位，也可能增强外界对其云安全能力的信心。分析师观点： 华尔街分析师普遍看好甲骨文未来的发展，尤其在AI和云服务领域，认为其增长空间仍然广阔。整体市场态度偏积极。对 Meta 的影响广告收入机会： TikTok 是 Meta 在短视频领域最大的竞争对手之一。如果 TikTok 被迫剥离或在美国市场受限，Meta 将有望分得其部分广告预算。机构普遍认为，TikTok 若退出，美国社交广告市场每年数十亿美元的流量和广告收入会重新分配，Meta 可能是最大受益方。用户增长与平台竞争： 近期数据表明，在 TikTok 面临不确定性时，Instagram 的日活和 Reels 使用时长均出现明显增长。若 TikTok 在功能或算法上受限，不少年轻用户和内容创作者可能转向 Meta 的 Reels 或 YouTube Shorts，从而推动 Meta 用户增长。短期股价表现： 由于市场对 TikTok 最终能否继续运","text":"$甲骨文(ORCL)$ $Meta Platforms, Inc.(META)$对甲骨文的影响云服务地位提升： 甲骨文自2022年以来一直是 TikTok 美国版的云服务提供商。这一安排旨在解决美国的安全担忧。如果拆分后 TikTok 继续使用甲骨文云，将为其带来稳定收入，同时进一步提升其在政府和企业市场中的安全信誉。事实上，市场已经对甲骨文可能继续扮演 TikTok 重要合作伙伴的角色抱有预期，这类消息过去也曾推动甲骨文股价短期上涨。政府与企业信任： 作为 TikTok 安全方案的核心合作方，甲骨文在数据托管上的能力得到认可。这不仅能强化其在美国市场的地位，也可能增强外界对其云安全能力的信心。分析师观点： 华尔街分析师普遍看好甲骨文未来的发展，尤其在AI和云服务领域，认为其增长空间仍然广阔。整体市场态度偏积极。对 Meta 的影响广告收入机会： TikTok 是 Meta 在短视频领域最大的竞争对手之一。如果 TikTok 被迫剥离或在美国市场受限，Meta 将有望分得其部分广告预算。机构普遍认为，TikTok 若退出，美国社交广告市场每年数十亿美元的流量和广告收入会重新分配，Meta 可能是最大受益方。用户增长与平台竞争： 近期数据表明，在 TikTok 面临不确定性时，Instagram 的日活和 Reels 使用时长均出现明显增长。若 TikTok 在功能或算法上受限，不少年轻用户和内容创作者可能转向 Meta 的 Reels 或 YouTube Shorts，从而推动 Meta 用户增长。短期股价表现： 由于市场对 TikTok 最终能否继续运","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479194697081024","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508067003425708","authorId":"3508067003425708","name":"布鲁斯 侯恩","avatar":"https://static.tigerbbs.com/ed463ff979d5a2716a1b93d5ffe1550a","crmLevel":4,"crmLevelSwitch":0,"idStr":"3508067003425708","authorIdStr":"3508067003425708"},"content":"利好oracle的结论也太牵强了吧？分拆或者从美国剥离不可能利好原有的云供应商oracle","text":"利好oracle的结论也太牵强了吧？分拆或者从美国剥离不可能利好原有的云供应商oracle","html":"利好oracle的结论也太牵强了吧？分拆或者从美国剥离不可能利好原有的云供应商oracle"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479616065028816,"gmtCreate":1758118031613,"gmtModify":1758118033902,"author":{"id":"3522291071587475","authorId":"3522291071587475","name":"冒险岛之旅","avatar":"https://static.tigerbbs.com/53f9140f1c1b1ce2afcaaaabfafec228","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522291071587475","authorIdStr":"3522291071587475"},"themes":[],"htmlText":"英伟达yyds","listText":"英伟达yyds","text":"英伟达yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479616065028816","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479239533134160,"gmtCreate":1758021570813,"gmtModify":1758055201909,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"谷歌涨幅暂时领先！Mag 7，接下来你看好哪一只？","htmlText":"\n \n \n  曾被质疑在AI竞争中落后的 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ，今年股价强势反弹，年内涨幅超30%，超越英伟达，成为“七巨头”中表现最佳个股：（对标 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> +13%， <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> +16% ）最被低估的科技股，凭借Gemini、反垄断利好、广告复苏，同期超越了英伟达或微软。当然其他明星科技股表现同样优秀，eg.甲骨文+82%、博通 +57%….. 所有大科技，大家最喜欢的是哪一只？当前被低估的谷歌、亚马逊、Meta这类股票，大家觉得年底前能持续跑赢英伟达吗？评论区分享你的观点或操作建议，一起赢取虎币奖励！ <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>\n \n","listText":"曾被质疑在AI竞争中落后的 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ，今年股价强势反弹，年内涨幅超30%，超越英伟达，成为“七巨头”中表现最佳个股：（对标 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> +13%， <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> +16% ）最被低估的科技股，凭借Gemini、反垄断利好、广告复苏，同期超越了英伟达或微软。当然其他明星科技股表现同样优秀，eg.甲骨文+82%、博通 +57%….. 所有大科技，大家最喜欢的是哪一只？当前被低估的谷歌、亚马逊、Meta这类股票，大家觉得年底前能持续跑赢英伟达吗？评论区分享你的观点或操作建议，一起赢取虎币奖励！ <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"曾被质疑在AI竞争中落后的 $谷歌(GOOG)$ ，今年股价强势反弹，年内涨幅超30%，超越英伟达，成为“七巨头”中表现最佳个股：（对标 $标普500ETF(SPY)$ +13%， $纳指100ETF(QQQ)$ +16% ）最被低估的科技股，凭借Gemini、反垄断利好、广告复苏，同期超越了英伟达或微软。当然其他明星科技股表现同样优秀，eg.甲骨文+82%、博通 +57%….. 所有大科技，大家最喜欢的是哪一只？当前被低估的谷歌、亚马逊、Meta这类股票，大家觉得年底前能持续跑赢英伟达吗？评论区分享你的观点或操作建议，一起赢取虎币奖励！ $谷歌(GOOG)$ $微软(MSFT)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":19,"commentSize":24,"repostSize":1,"link":"https://laohu8.com/post/479239533134160","isVote":1,"tweetType":2,"object":{"id":"80fe30800dd44527b86aec40c88d4a4e","tweetId":"479239533134160","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/bc83ee655145403699146194018/MeHBQrWAjn4A.mp4","poster":"https://static.tigerbbs.com/e30eee966a4bd8ca624215227938da9a"},"viewCount":11943,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"content":"看好谷歌 $谷歌(GOOG)$ gemmi听起来很厉害","text":"看好谷歌 $谷歌(GOOG)$ gemmi听起来很厉害","html":"看好谷歌 $谷歌(GOOG)$ 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