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价值大作手
08-25 09:33
$美国超微公司(AMD)$
这票从2024年10月走势看,眼下正在构筑巨型杯柄形态!下一站说不定能扶摇直上冲破220大关!
价值大作手
08-25
$英伟达(NVDA)$
这波财报后冲上205-210简直易如反掌
价值大作手
08-22
$美国超微公司(AMD)$
造H20芯片简直是产能黑洞啊,费力不讨好...老美估计会点头限制版Blackwell架构,供应链很快就能跟上节奏...这波绝对利好!
价值大作手
08-20
$美国超微公司(AMD)$
北美数据中心空置率创历史新低,开发商却准备未来五年砸下万亿美元扩建。这边基建狂魔疯狂加码,那边穿乐福鞋的苏格兰佬还在念叨AI泡沫呢
价值大作手
08-14
$英伟达(NVDA)$
这头猛兽真是势不可挡!坚定持仓,越跌越买!等到财报日,坐稳扶好,未来数月这趟登月之旅绝对让你嗨翻天!
价值大作手
08-14
$美国超微公司(AMD)$
测试$180-$177支撑位,今天虽然赚得盆满钵满,但后劲明显不足,记得盯紧成交量
价值大作手
08-13
跟
$超微电脑(SMCI)$
这个香饽饽比起来,CoreWeave的财报简直黯然失色。明天准备杀个回马枪继续建仓
价值大作手
08-13
60上次财报前还没动静,估摸着十月下轮财报前能冲上70刀
价值大作手
08-13
$超微电脑(SMCI)$
继续走高。留意成交量。下季财报前看70美元。
价值大作手
08-12
节能大法好!
$超微电脑(SMCI)$
放出新大招,液冷黑科技DLC-2系统与增强版风冷机型齐发,搭配前端I/O新配置,要给AI工厂装上核动力引擎
价值大作手
08-11
$超微电脑(SMCI)$
的票据持有者这波要带飞节奏,零利率放贷可不是做慈善,背后必有大动作。
价值大作手
08-11
$超微电脑(SMCI)$
Needham这波盈利不及预期却立下60刀小目标,昨夜走势剑指目标价位。不过离咱们心心念念的三位数,那还有十万八千里呢。
价值大作手
08-11
$超微电脑(SMCI)$
别看空头小丑的鬼话,见他们冒头就屏蔽,长期持有才是王道
价值大作手
08-11
这波对比下来,
$美国超微公司(AMD)$
简直一骑绝尘啊!周涨1.2%碾压
$英伟达(NVDA)$
的5.6%。月线更猛,24.8%对12.2%直接翻倍。季线68%碾压56.6%,半年线60.6%完爆40.7%,年初至今38.1%对30.6%继续领跑。虽然
$英伟达(NVDA)$
还在持仓,但这数据看得我连夜加仓
$美国超微公司(AMD)$
!
价值大作手
08-08
惊天内幕:
$超微电脑(SMCI)$
的"不及预期"竟是市场幻觉
价值大作手
08-08
看
$超微电脑(SMCI)$
这走势,Seeking Alpha刚刚发文猛吹,24分钟前还在喊"超级看涨",这波操作比外卖小哥还准时
价值大作手
08-08
听说
$超微电脑(SMCI)$
现在成了标普500里的头号空头靶子,本益比才二十几倍,这香饽饽看着真让人食指大动。
价值大作手
08-08
$超微电脑(SMCI)$
诸位看官注意了,这家企业可是实打实赚了21亿美刀呢
价值大作手
08-08
$超微电脑(SMCI)$
明日重返50刀阵地...玻璃心的韭菜建议出门左转
价值大作手
08-07
$超微电脑(SMCI)$
在加州圣何塞设有多个制造基地,其中先进存储与服务器设备产线堪称金字招牌。这种"美国制造"模式深受政府机构和本土采购偏好客户的青睐。
去老虎APP查看更多动态
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</a>这个香饽饽比起来,CoreWeave的财报简直黯然失色。明天准备杀个回马枪继续建仓","text":"跟$超微电脑(SMCI)$ 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在加州圣何塞设有多个制造基地,其中先进存储与服务器设备产线堪称金字招牌。这种\"美国制造\"模式深受政府机构和本土采购偏好客户的青睐。","images":[{"img":"https://static.tigerbbs.com/ce24d70506e0d1528e705d36313b4629","width":"480","height":"268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464902296096880","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":375560705884312,"gmtCreate":1732710919472,"gmtModify":1732710921488,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软在其 Ignite 开发者大会上宣布 Azure 基础设施迎来重大革新,推出专为数据中心定制的 Azure Boost DPU 以及全新内置安全芯片 Azure Integrated HSM。Azure Boost DPU 是微软首款内部研发的 DPU 芯片,将多个组件集成到一个完全可编程的片上系统中,在运行云存储工作负载时,功耗降低至传统 CPU 的三分之一,同时性能提升四倍。Azure Integrated HSM 则充分利用专用硬件加密加速器,可在芯片的物理隔离环境中执行安全、高性能的加密操作,从 2025 年起,微软计划在其数据中心的每台新服务器上标准配备 Azure Integrated HSM","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软在其 Ignite 开发者大会上宣布 Azure 基础设施迎来重大革新,推出专为数据中心定制的 Azure Boost DPU 以及全新内置安全芯片 Azure Integrated HSM。Azure Boost DPU 是微软首款内部研发的 DPU 芯片,将多个组件集成到一个完全可编程的片上系统中,在运行云存储工作负载时,功耗降低至传统 CPU 的三分之一,同时性能提升四倍。Azure Integrated HSM 则充分利用专用硬件加密加速器,可在芯片的物理隔离环境中执行安全、高性能的加密操作,从 2025 年起,微软计划在其数据中心的每台新服务器上标准配备 Azure Integrated HSM","text":"$微软(MSFT)$ 微软在其 Ignite 开发者大会上宣布 Azure 基础设施迎来重大革新,推出专为数据中心定制的 Azure Boost DPU 以及全新内置安全芯片 Azure Integrated HSM。Azure Boost DPU 是微软首款内部研发的 DPU 芯片,将多个组件集成到一个完全可编程的片上系统中,在运行云存储工作负载时,功耗降低至传统 CPU 的三分之一,同时性能提升四倍。Azure Integrated HSM 则充分利用专用硬件加密加速器,可在芯片的物理隔离环境中执行安全、高性能的加密操作,从 2025 年起,微软计划在其数据中心的每台新服务器上标准配备 Azure Integrated HSM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/375560705884312","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3518227187146437","idStr":"3518227187146437"},"content":"这样大的科技股票怎么玩跳水诱人业务","text":"这样大的科技股票怎么玩跳水诱人业务","html":"这样大的科技股票怎么玩跳水诱人业务"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412328584229072,"gmtCreate":1741686358803,"gmtModify":1741688374161,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 计划不变,价格8以下到7之间,会分三次陆续买入最后预留的20%仓位。从全球流动性的方向看,阶段底部可能会在现在到4月初出现,这个位置不管是横盘做底,还是向下插针新低都是合理的。届时也是川普落地关税的时间点。Good luck!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 计划不变,价格8以下到7之间,会分三次陆续买入最后预留的20%仓位。从全球流动性的方向看,阶段底部可能会在现在到4月初出现,这个位置不管是横盘做底,还是向下插针新低都是合理的。届时也是川普落地关税的时间点。Good luck!","text":"$Coinbase Global, Inc.(COIN)$ 计划不变,价格8以下到7之间,会分三次陆续买入最后预留的20%仓位。从全球流动性的方向看,阶段底部可能会在现在到4月初出现,这个位置不管是横盘做底,还是向下插针新低都是合理的。届时也是川普落地关税的时间点。Good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412328584229072","isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470349852774424,"gmtCreate":1755830552000,"gmtModify":1756106176489,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>造H20芯片简直是产能黑洞啊,费力不讨好...老美估计会点头限制版Blackwell架构,供应链很快就能跟上节奏...这波绝对利好!","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>造H20芯片简直是产能黑洞啊,费力不讨好...老美估计会点头限制版Blackwell架构,供应链很快就能跟上节奏...这波绝对利好!","text":"$美国超微公司(AMD)$ 造H20芯片简直是产能黑洞啊,费力不讨好...老美估计会点头限制版Blackwell架构,供应链很快就能跟上节奏...这波绝对利好!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/470349852774424","isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4206619880995722","idStr":"4206619880995722"},"content":"虽然没看懂,但我希望涨啊!","text":"虽然没看懂,但我希望涨啊!","html":"虽然没看懂,但我希望涨啊!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371263452770600,"gmtCreate":1731649659908,"gmtModify":1731651874956,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯的确定性很高,理应享有接近长期国债收益率的估值。目前国债收益率转换成估值是近50倍,那么腾讯的估值不说接近50,起码得25PE,这都还不考虑利润增长的情况。如果资金理性,那么腾讯股价现在应该值500元,持有再享受利润成长","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯的确定性很高,理应享有接近长期国债收益率的估值。目前国债收益率转换成估值是近50倍,那么腾讯的估值不说接近50,起码得25PE,这都还不考虑利润增长的情况。如果资金理性,那么腾讯股价现在应该值500元,持有再享受利润成长","text":"$腾讯控股(00700)$ 腾讯的确定性很高,理应享有接近长期国债收益率的估值。目前国债收益率转换成估值是近50倍,那么腾讯的估值不说接近50,起码得25PE,这都还不考虑利润增长的情况。如果资金理性,那么腾讯股价现在应该值500元,持有再享受利润成长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/371263452770600","isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173879239824802","authorId":"4173879239824802","name":"侧方位停车","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4173879239824802","idStr":"4173879239824802"},"content":"腾讯在香港、估值参考美债利率","text":"腾讯在香港、估值参考美债利率","html":"腾讯在香港、估值参考美债利率"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471326119927832,"gmtCreate":1756085584000,"gmtModify":1756106175315,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这票从2024年10月走势看,眼下正在构筑巨型杯柄形态!下一站说不定能扶摇直上冲破220大关!","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这票从2024年10月走势看,眼下正在构筑巨型杯柄形态!下一站说不定能扶摇直上冲破220大关!","text":"$美国超微公司(AMD)$ 这票从2024年10月走势看,眼下正在构筑巨型杯柄形态!下一站说不定能扶摇直上冲破220大关!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/471326119927832","isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4206619880995722","idStr":"4206619880995722"},"content":"别说,确实像,主要还需要小作文,比如黄毛约见,投资点!","text":"别说,确实像,主要还需要小作文,比如黄毛约见,投资点!","html":"别说,确实像,主要还需要小作文,比如黄毛约见,投资点!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464212727894680,"gmtCreate":1754350218000,"gmtModify":1754357332010,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 要是真不行,上周就该发预警了。记住:第三季度他们核销了数百万过时库存,这波操作直接拉低毛利率。第四季度毛利率预计重回10%以上。第三季度有些大单物流延迟拖累收入,九十天过去该解决了吧?第四季度刚拿下200亿刀大单,不管有没有开始发货,都是未来指引的弹药库。这波四季报+年报绝对稳,按上述逻辑我赌业绩超预期。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 要是真不行,上周就该发预警了。记住:第三季度他们核销了数百万过时库存,这波操作直接拉低毛利率。第四季度毛利率预计重回10%以上。第三季度有些大单物流延迟拖累收入,九十天过去该解决了吧?第四季度刚拿下200亿刀大单,不管有没有开始发货,都是未来指引的弹药库。这波四季报+年报绝对稳,按上述逻辑我赌业绩超预期。","text":"$超微电脑(SMCI)$ 要是真不行,上周就该发预警了。记住:第三季度他们核销了数百万过时库存,这波操作直接拉低毛利率。第四季度毛利率预计重回10%以上。第三季度有些大单物流延迟拖累收入,九十天过去该解决了吧?第四季度刚拿下200亿刀大单,不管有没有开始发货,都是未来指引的弹药库。这波四季报+年报绝对稳,按上述逻辑我赌业绩超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/464212727894680","isVote":1,"tweetType":1,"viewCount":2945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457533816402280,"gmtCreate":1752706914000,"gmtModify":1752727221019,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>破200肯定比<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>早,这俩都拿着准没错","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>破200肯定比<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>早,这俩都拿着准没错","text":"$美国超微公司(AMD)$ $美国超微公司(AMD)$ 破200肯定比$英伟达(NVDA)$ 早,这俩都拿着准没错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457533816402280","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375908217163928,"gmtCreate":1732795761092,"gmtModify":1732795764570,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 1、拼多多是第一个做商家自动回复的,常见问题自动回复,现在淘宝学习了。2、拼多多自动退款功能也是首创,这样对商家压力是更大,现在优化到会自动识别应该退多少,我最近有一单退了几块钱,不知道AI怎么算出来的。这样节省了买卖双方浪费大量时间扯皮,本来几块钱成本的商家,要花半个小时各种沟通,时间成本这么不值钱吗?这不就节约了消费者很多时间。3、逼着商家尽快发货,拼多多很早就承诺48小时内发货,现在淘宝也抄了。以上只是随便举例子,拼多多是有很多自己的创新想法,做得很好,是超级学霸,所以基本都是别人抄他作业。以上只是随便想到的,拼多多的创新还是不少的。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 1、拼多多是第一个做商家自动回复的,常见问题自动回复,现在淘宝学习了。2、拼多多自动退款功能也是首创,这样对商家压力是更大,现在优化到会自动识别应该退多少,我最近有一单退了几块钱,不知道AI怎么算出来的。这样节省了买卖双方浪费大量时间扯皮,本来几块钱成本的商家,要花半个小时各种沟通,时间成本这么不值钱吗?这不就节约了消费者很多时间。3、逼着商家尽快发货,拼多多很早就承诺48小时内发货,现在淘宝也抄了。以上只是随便举例子,拼多多是有很多自己的创新想法,做得很好,是超级学霸,所以基本都是别人抄他作业。以上只是随便想到的,拼多多的创新还是不少的。","text":"$拼多多(PDD)$ 1、拼多多是第一个做商家自动回复的,常见问题自动回复,现在淘宝学习了。2、拼多多自动退款功能也是首创,这样对商家压力是更大,现在优化到会自动识别应该退多少,我最近有一单退了几块钱,不知道AI怎么算出来的。这样节省了买卖双方浪费大量时间扯皮,本来几块钱成本的商家,要花半个小时各种沟通,时间成本这么不值钱吗?这不就节约了消费者很多时间。3、逼着商家尽快发货,拼多多很早就承诺48小时内发货,现在淘宝也抄了。以上只是随便举例子,拼多多是有很多自己的创新想法,做得很好,是超级学霸,所以基本都是别人抄他作业。以上只是随便想到的,拼多多的创新还是不少的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/375908217163928","isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"212008496769156","idStr":"212008496769156"},"content":"这也是被逼了","text":"这也是被逼了","html":"这也是被逼了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459391791915672,"gmtCreate":1753173080000,"gmtModify":1753179493899,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 山姆大叔放卫星啦!OpenAI年底要囤够1亿块GPU,估值剑指3万亿美元,这波算力军备竞赛真是壕无人性。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 山姆大叔放卫星啦!OpenAI年底要囤够1亿块GPU,估值剑指3万亿美元,这波算力军备竞赛真是壕无人性。","text":"$美国超微公司(AMD)$ 山姆大叔放卫星啦!OpenAI年底要囤够1亿块GPU,估值剑指3万亿美元,这波算力军备竞赛真是壕无人性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/459391791915672","isVote":1,"tweetType":1,"viewCount":3663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"content":"屯英伟达的还是amd的?","text":"屯英伟达的还是amd的?","html":"屯英伟达的还是amd的?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399605459538536,"gmtCreate":1738584973756,"gmtModify":1738584976562,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯或许不再是那个每年增长30%的闪电侠,但当它用分红回购+现金流业务筑底,用视频号+海外游戏+AI打开天花板,这就是一个典型的“退可守(3倍PE现金流业务)、进可攻(三大增长极)”的长期标的。策略建议:当前价位可建仓核心仓位(占总资产5%-10%),若市值跌破2.5万亿港元启动金字塔加仓。记住:投资互联网巨头,本质是赌人类数字化的进程不可逆——而腾讯仍是这个时代最好的船票之一","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯或许不再是那个每年增长30%的闪电侠,但当它用分红回购+现金流业务筑底,用视频号+海外游戏+AI打开天花板,这就是一个典型的“退可守(3倍PE现金流业务)、进可攻(三大增长极)”的长期标的。策略建议:当前价位可建仓核心仓位(占总资产5%-10%),若市值跌破2.5万亿港元启动金字塔加仓。记住:投资互联网巨头,本质是赌人类数字化的进程不可逆——而腾讯仍是这个时代最好的船票之一","text":"$腾讯控股(00700)$ 腾讯或许不再是那个每年增长30%的闪电侠,但当它用分红回购+现金流业务筑底,用视频号+海外游戏+AI打开天花板,这就是一个典型的“退可守(3倍PE现金流业务)、进可攻(三大增长极)”的长期标的。策略建议:当前价位可建仓核心仓位(占总资产5%-10%),若市值跌破2.5万亿港元启动金字塔加仓。记住:投资互联网巨头,本质是赌人类数字化的进程不可逆——而腾讯仍是这个时代最好的船票之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399605459538536","isVote":1,"tweetType":1,"viewCount":8365,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484476934259199","authorId":"3484476934259199","name":"正直的人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3484476934259199","idStr":"3484476934259199"},"content":"那你另外90%的仓位在哪里??","text":"那你另外90%的仓位在哪里??","html":"那你另外90%的仓位在哪里??"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390429090562056,"gmtCreate":1736337985599,"gmtModify":1736342071459,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 2024年完美收官,现在回看去年的这篇帖子。去年(24年)的非国际财报净利润大概2200亿左右(根据三季报作了些修正,按年增长35%核算),考虑到今年二季度开始DNF效应减弱,游戏增速可能会降低(虽然去年9月出的三角洲,年底出的航海王表现都还不错,但对于如此大的游戏体量量级应该还不够,至少还要有个巨型常青游戏出现才能再次出现跃升,王者世界,异人之下,逆战?现在不知道就当没有),但考虑到视频号商业化进一步深化,金服继续提升毛利,总体非国际净利润可能达到10%-15%的增速,这里取下限,即25年达到2400亿左右。按22年200时的估值算(当时为15倍,内外环境对比略去,详细的可自行去查一下),对应市值为38300亿港币(以今日汇率0.94核算),假设今年回购注销与去年类似2亿左右,即股本会到90亿。那么大概22年200元的腾讯在25年对应是425元左右。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 2024年完美收官,现在回看去年的这篇帖子。去年(24年)的非国际财报净利润大概2200亿左右(根据三季报作了些修正,按年增长35%核算),考虑到今年二季度开始DNF效应减弱,游戏增速可能会降低(虽然去年9月出的三角洲,年底出的航海王表现都还不错,但对于如此大的游戏体量量级应该还不够,至少还要有个巨型常青游戏出现才能再次出现跃升,王者世界,异人之下,逆战?现在不知道就当没有),但考虑到视频号商业化进一步深化,金服继续提升毛利,总体非国际净利润可能达到10%-15%的增速,这里取下限,即25年达到2400亿左右。按22年200时的估值算(当时为15倍,内外环境对比略去,详细的可自行去查一下),对应市值为38300亿港币(以今日汇率0.94核算),假设今年回购注销与去年类似2亿左右,即股本会到90亿。那么大概22年200元的腾讯在25年对应是425元左右。","text":"$腾讯控股(00700)$ 2024年完美收官,现在回看去年的这篇帖子。去年(24年)的非国际财报净利润大概2200亿左右(根据三季报作了些修正,按年增长35%核算),考虑到今年二季度开始DNF效应减弱,游戏增速可能会降低(虽然去年9月出的三角洲,年底出的航海王表现都还不错,但对于如此大的游戏体量量级应该还不够,至少还要有个巨型常青游戏出现才能再次出现跃升,王者世界,异人之下,逆战?现在不知道就当没有),但考虑到视频号商业化进一步深化,金服继续提升毛利,总体非国际净利润可能达到10%-15%的增速,这里取下限,即25年达到2400亿左右。按22年200时的估值算(当时为15倍,内外环境对比略去,详细的可自行去查一下),对应市值为38300亿港币(以今日汇率0.94核算),假设今年回购注销与去年类似2亿左右,即股本会到90亿。那么大概22年200元的腾讯在25年对应是425元左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/390429090562056","isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460454341773818","authorId":"3460454341773818","name":"地产h","avatar":"https://static.tigerbbs.com/b2ded65653abc3d71658127792fa6c7b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3460454341773818","idStr":"3460454341773818"},"content":"还有投资价值约1万亿没有计算。每股至少增加约100元。","text":"还有投资价值约1万亿没有计算。每股至少增加约100元。","html":"还有投资价值约1万亿没有计算。每股至少增加约100元。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464212204175720,"gmtCreate":1754353989000,"gmtModify":1754357332317,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"各位注意了,<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的历史最高点122.90刀可是个风水岭。在那些妖风四起的操作开始前,这货可是稳稳当当地在110区间躺平。现在这价位和十五个月前被空头狙击前基本没差,但财报数据早就今非昔比——营收利润双增长。那些英伟达的Blackwell显卡总得有个去处吧?我看未来十二个月这兄弟绝对能重返巅峰,然后直接起飞!","listText":"各位注意了,<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的历史最高点122.90刀可是个风水岭。在那些妖风四起的操作开始前,这货可是稳稳当当地在110区间躺平。现在这价位和十五个月前被空头狙击前基本没差,但财报数据早就今非昔比——营收利润双增长。那些英伟达的Blackwell显卡总得有个去处吧?我看未来十二个月这兄弟绝对能重返巅峰,然后直接起飞!","text":"各位注意了,$超微电脑(SMCI)$ 的历史最高点122.90刀可是个风水岭。在那些妖风四起的操作开始前,这货可是稳稳当当地在110区间躺平。现在这价位和十五个月前被空头狙击前基本没差,但财报数据早就今非昔比——营收利润双增长。那些英伟达的Blackwell显卡总得有个去处吧?我看未来十二个月这兄弟绝对能重返巅峰,然后直接起飞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/464212204175720","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131365417945930","authorId":"4131365417945930","name":"Feiyue","avatar":"https://static.tigerbbs.com/ffa960cd25c50e358db3da756969c8c0","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4131365417945930","idStr":"4131365417945930"},"content":"兄弟 ,至于么 ,发这么多","text":"兄弟 ,至于么 ,发这么多","html":"兄弟 ,至于么 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Ultra订单超预期,算力军备竞赛下市占率突破90%,周线MACD二次金叉强化趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/409169513046192","isVote":1,"tweetType":1,"viewCount":1625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4192584719467360","idStr":"4192584719467360"},"content":"小心泡沫,站的越高跌的越惨","text":"小心泡沫,站的越高跌的越惨","html":"小心泡沫,站的越高跌的越惨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462972617744504,"gmtCreate":1754016125000,"gmtModify":1754053467064,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a 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至于要不要做空美股,你自己看着办,反正我是不建议当一个阴暗的空头的,这里面有一个市场博弈的逻辑:今年以来几乎所有的华尔街机构全部吃瘪,如果市场展开反弹,机构为了自救,他有可能短线拉爆股市,只有拉高市场他才有利于出货,你这个时候做空的话,有可能遭遇惨烈的逼空行情。你永远要记住一点:这个市场上的钱不是那么好赚的,你和其他人没有什么不同、更别谈什么特殊的才能了,呵呵。熊市反弹里Applovin(APP)和$Microstrategy(MSTR)$ 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估值洼地!PE仅12倍处历史低位,视频号广告变现拉动利润增长。PB3.8倍低于互联网巨头均值,日均回购5亿港元显信心,政策松绑+微信生态闭环双击在即","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/404875134243224","isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402096450494512,"gmtCreate":1739192987042,"gmtModify":1739192988909,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 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就是三年前的红利股,人人打,怕外资空,怕美元涨扰动,但公司基本面没什么大问题。用人民币沪港通购买,持续回购分红可以对冲人民币贬值的影响可能还有盈余。然后耐心等待修估值,只要有耐心拿着,一定会赚钱。可惜的是,没有人愿意慢慢变富。目前已经大比例持仓这两家公司做防守,希望守住今年 60-70 建仓美团和泡泡玛特的获利。另外还配了几支出海票佩蒂股份、安克创新、名创优品来负责进攻。今年的人民币账户交易就这样吧,有点期待年底收益总结和明年的行情了,1231 收官写一篇全年交易总结。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 一种直觉,不一定对。<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 和<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 就是三年前的红利股,人人打,怕外资空,怕美元涨扰动,但公司基本面没什么大问题。用人民币沪港通购买,持续回购分红可以对冲人民币贬值的影响可能还有盈余。然后耐心等待修估值,只要有耐心拿着,一定会赚钱。可惜的是,没有人愿意慢慢变富。目前已经大比例持仓这两家公司做防守,希望守住今年 60-70 建仓美团和泡泡玛特的获利。另外还配了几支出海票佩蒂股份、安克创新、名创优品来负责进攻。今年的人民币账户交易就这样吧,有点期待年底收益总结和明年的行情了,1231 收官写一篇全年交易总结。","text":"$腾讯控股(00700)$ 一种直觉,不一定对。$腾讯控股(00700)$ 和$阿里巴巴(BABA)$ 就是三年前的红利股,人人打,怕外资空,怕美元涨扰动,但公司基本面没什么大问题。用人民币沪港通购买,持续回购分红可以对冲人民币贬值的影响可能还有盈余。然后耐心等待修估值,只要有耐心拿着,一定会赚钱。可惜的是,没有人愿意慢慢变富。目前已经大比例持仓这两家公司做防守,希望守住今年 60-70 建仓美团和泡泡玛特的获利。另外还配了几支出海票佩蒂股份、安克创新、名创优品来负责进攻。今年的人民币账户交易就这样吧,有点期待年底收益总结和明年的行情了,1231 收官写一篇全年交易总结。","images":[{"img":"https://static.tigerbbs.com/e0bebf967f1858480856e3968c658e15","width":"259","height":"273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377337971695656","isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4088626949262520","idStr":"4088626949262520"},"content":"现在最主要是感觉就是信心,但是你也知道,大a和国内的风格,全是投机占大头","text":"现在最主要是感觉就是信心,但是你也知道,大a和国内的风格,全是投机占大头","html":"现在最主要是感觉就是信心,但是你也知道,大a和国内的风格,全是投机占大头"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":373096518873104,"gmtCreate":1732107016471,"gmtModify":1732107023219,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> ai浪潮就是十年前的移动互联网,太多ai应用等着落地,我的持仓整体ai含量非常高。我重仓的腾讯和阿里,都布局了ai,投入不小。轻仓持有的美图,第四范式,金山云,也已经借助ai成为了高增长的成长股。我有一个不成熟的观点,即使是巴菲特这个级别的投资者,错过了ai,也会错失一个时代。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> ai浪潮就是十年前的移动互联网,太多ai应用等着落地,我的持仓整体ai含量非常高。我重仓的腾讯和阿里,都布局了ai,投入不小。轻仓持有的美图,第四范式,金山云,也已经借助ai成为了高增长的成长股。我有一个不成熟的观点,即使是巴菲特这个级别的投资者,错过了ai,也会错失一个时代。","text":"$腾讯控股(00700)$ ai浪潮就是十年前的移动互联网,太多ai应用等着落地,我的持仓整体ai含量非常高。我重仓的腾讯和阿里,都布局了ai,投入不小。轻仓持有的美图,第四范式,金山云,也已经借助ai成为了高增长的成长股。我有一个不成熟的观点,即使是巴菲特这个级别的投资者,错过了ai,也会错失一个时代。","images":[{"img":"https://static.tigerbbs.com/ff8de175f7d7f127d323b4c42d0399da","width":"473","height":"279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/373096518873104","isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}