在妖风阵阵中冷静的个人主页 - 老虎社区

在妖风阵阵中冷静

在妖风阵阵中冷静

能做到吗

IP属地：海外

133关注

3657粉丝

3主题

0勋章

在妖风阵阵中冷静

2017-01-31

我该怎么办

#请教老司机#我亏了一半了。各位大神，像我这种乱买导购亏大量资金，该怎么办啊

我该怎么办

在妖风阵阵中冷静

2017-04-13

我怀疑操盘手盯着我

$Advanced Micro Devices Inc.(AMD)$操盘手每次都盯着我那点小钱，我一补仓久巨跌

我怀疑操盘手盯着我

在妖风阵阵中冷静

07-30

$1盎司黄金2512(1OZ2512)$ 瞄准我 zh zh

在妖风阵阵中冷静

2017-03-13

盘前冲高回落，是今晚股价的写照吗？

$Advanced Micro Devices Inc.(AMD)$盘前这么多人抛，你们确定这样做真的对吗？

盘前冲高回落，是今晚股价的写照吗？

在妖风阵阵中冷静

2017-02-01

盘前高开低走，那么今晚情况会不会不好？

$Advanced Micro Devices Inc.(AMD)$大伙们有没有注意到AMD盘前由涨五个多点跌到现在才涨一个多点？通常这种盘前高开走低的现象是不是开盘后情况都不会太乐观啊？

盘前高开低走，那么今晚情况会不会不好？

在妖风阵阵中冷静

2017-01-18

【讨论】AMD

$Advanced Micro Devices Inc.(AMD)$-大家来说一说今天的amd是涨是跌

【讨论】AMD

在妖风阵阵中冷静

07-26

$微型SP500指数2509(MES2509)$ 一做空他就拉上来了

在妖风阵阵中冷静

07-30

$1盎司黄金2512(1OZ2512)$ 是我买崩的？

在妖风阵阵中冷静

2020-10-16

$名创优品(MNSO)$送人头[喷血]

在妖风阵阵中冷静

2017-09-23

要不要平仓？

$苹果(AAPL)$受不了了

要不要平仓？

在妖风阵阵中冷静

2021-11-10

$Sea Ltd(SE)$这个古很奇怪，我买进去，他就跌，我一卖他就涨，千真万确

在妖风阵阵中冷静

2017-02-08

大家可以观察amd每调规律

$Advanced Micro Devices Inc.(AMD)$ 发现这样的一条规律，amd每一次突破新高，都有这样的回调，就拿上次从8块多突破到12.42刀，结果就回调到9块8毛几，历经一个多月的回调。这次突破到14.24刀，不知又要回调到多少？又要多少时间？不过，长期是看好他的！#英伟达与AMD#

大家可以观察amd每调规律

在妖风阵阵中冷静

2022-05-25

$NQ100指数主连 2206(NQmain)$ 大家说一下今晚是暴涨还是暴跌[捂脸]

在妖风阵阵中冷静

2017-04-19

是这样吗

$网易(NTES)$为什么网易这几次都是开盘一直跌，然后再涨上来！难道操盘手想要吓跑散户吸取低价筹码

在妖风阵阵中冷静

2017-02-28

跌起来了

$Advanced Micro Devices Inc.(AMD)$完全不断下货，今晚危险了

在妖风阵阵中冷静

2017-05-31

要走了

$好市多(COST)$打算卖了！像我这种人赚不到钱啊@盖小星

在妖风阵阵中冷静

2017-05-25

好贵

$Advanced Micro Devices Inc.(AMD)$学期权的学费

在妖风阵阵中冷静

2017-06-09

期权今天到期，求教该怎么怎么办？

$英伟达(NVDA)$今天是九号了，我是该今天卖出还是要行权好？求教给位大神

期权今天到期，求教该怎么怎么办？

在妖风阵阵中冷静

2022-05-16

$NQ100指数主连 2206(NQmain)$ 今天是零界点吗！至此开始涨？

在妖风阵阵中冷静

2017-05-26

求解？

$好市多(COST)$谁能解释这个正股是涨的，可是为什么期权是跌的

去老虎APP查看更多动态

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谁能告诉我还有救吗？为啥这股这么厉害","images":[{"img":"https://static.tigerbbs.com/af0cdab7d977a3d69cf0ff82e72ae7a3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/479965881000128","isVote":1,"tweetType":1,"viewCount":2359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201838644514262","authorId":"4201838644514262","name":"罗德岛芝士土豆","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4201838644514262","authorIdStr":"4201838644514262"},"content":"这股涨的太不健康了…","text":"这股涨的太不健康了…","html":"这股涨的太不健康了…"},{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"20722186463466","authorIdStr":"20722186463466"},"content":"不要轻易做空吧~","text":"不要轻易做空吧~","html":"不要轻易做空吧~"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476484700979232,"gmtCreate":1757333245030,"gmtModify":1757422534589,"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"227726599749064","authorIdStr":"227726599749064"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个薪酬方案的核心内容是董事会提出价值约10000亿美元的激励计划，要求<a href=\"https://laohu8.com/U/4197425891462882\">马斯克</a>达成12项里程碑，其中是将市值从1.13万亿美元提升到8.5万亿美元，然后要交付2000万辆汽车运营100万辆robotaxi等等😇😇 一、当天的这个消息公布后，股价上涨了百分之3.64，市值呢，达到了一点一三万亿美金，反映了市场对于这个薪酬方案的乐观情绪，但是我个人看这个目标实现的难度非常的高 二、目前，特斯拉基本面支撑的因素可以从这些方面看： 1，Robotaxi已经在奥斯汀试点计划扩展全美.能源业务方面，q2储能部署9.6 gwh毛利率提升到百分之30.3，Optimus机器人被<a href=\"https://laohu8.com/U/4197425891462882\">马斯克</a>称为未来80%驾驶来源 2,财务方面，q2营收224.96亿美元，但超出了这个分析师的预期，现金流也比较稳健，现在持有的现金及等价物有36.8亿元 三、潜在的一个风险点 执行挑战是要求十年内实现八倍市值的增长，年均复合增长率约23%，远超历史水平。 目前的这个竞争环境，全球电动车价格持续q2，汽车毛利率降至17.2，估值的压力处于历史高位 总计一下，特斯拉薪酬方案设置这么高，某种程度来看是传递了长期的信心，但是实现的路径非常的不确定，我们投资者的话最重要要关注的是第1， robot taxi商业化进度与监管 ，第二个呢，2025年低成本车型量产情况， 第三个能源业务持续放量能力 本人对特斯拉又爱又恨。假如时间可以重来，绝不会在260左右就割肉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个薪酬方案的核心内容是董事会提出价值约10000亿美元的激励计划，要求<a href=\"https://laohu8.com/U/4197425891462882\">马斯克</a>达成12项里程碑，其中是将市值从1.13万亿美元提升到8.5万亿美元，然后要交付2000万辆汽车运营100万辆robotaxi等等😇😇 一、当天的这个消息公布后，股价上涨了百分之3.64，市值呢，达到了一点一三万亿美金，反映了市场对于这个薪酬方案的乐观情绪，但是我个人看这个目标实现的难度非常的高 二、目前，特斯拉基本面支撑的因素可以从这些方面看： 1，Robotaxi已经在奥斯汀试点计划扩展全美.能源业务方面，q2储能部署9.6 gwh毛利率提升到百分之30.3，Optimus机器人被<a href=\"https://laohu8.com/U/4197425891462882\">马斯克</a>称为未来80%驾驶来源 2,财务方面，q2营收224.96亿美元，但超出了这个分析师的预期，现金流也比较稳健，现在持有的现金及等价物有36.8亿元 三、潜在的一个风险点 执行挑战是要求十年内实现八倍市值的增长，年均复合增长率约23%，远超历史水平。 目前的这个竞争环境，全球电动车价格持续q2，汽车毛利率降至17.2，估值的压力处于历史高位 总计一下，特斯拉薪酬方案设置这么高，某种程度来看是传递了长期的信心，但是实现的路径非常的不确定，我们投资者的话最重要要关注的是第1， robot taxi商业化进度与监管 ，第二个呢，2025年低成本车型量产情况， 第三个能源业务持续放量能力 本人对特斯拉又爱又恨。假如时间可以重来，绝不会在260左右就割肉","text":"$特斯拉(TSLA)$ 这个薪酬方案的核心内容是董事会提出价值约10000亿美元的激励计划，要求马斯克达成12项里程碑，其中是将市值从1.13万亿美元提升到8.5万亿美元，然后要交付2000万辆汽车运营100万辆robotaxi等等😇😇 一、当天的这个消息公布后，股价上涨了百分之3.64，市值呢，达到了一点一三万亿美金，反映了市场对于这个薪酬方案的乐观情绪，但是我个人看这个目标实现的难度非常的高 二、目前，特斯拉基本面支撑的因素可以从这些方面看： 1，Robotaxi已经在奥斯汀试点计划扩展全美.能源业务方面，q2储能部署9.6 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苹果在人工智能落后谷歌和其他太多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476474820550832,"gmtCreate":1757330865988,"gmtModify":1757336585562,"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"227726599749064","authorIdStr":"227726599749064"},"themes":[],"htmlText":"最近其实是看好黄金的。就是想要短期做一波空黄金，然后快速跑。没有想到最终还是被套住了。后悔没有用 美联储九月份要降息，到时候估计黄金还是会涨 另外，黄金的核心驱动因素，受地缘政治风险，比如中东局势，俄乌冲突以及全球政治的不确定性，这些都是黄金避险需求的重要支撑 再一个就是货币政策与经济数据，美联储降息预期与美元指数的波动直接影响黄金价格。近期美元指数在102到105区间震荡，对黄金形成了一定的压制 央行购金规模的变化对市场供需关系产生了显著影响 最近黄金的价格还是看在3550到3700之间，所以黄金短期看这个区间长期还是看涨吧","listText":"最近其实是看好黄金的。就是想要短期做一波空黄金，然后快速跑。没有想到最终还是被套住了。后悔没有用 美联储九月份要降息，到时候估计黄金还是会涨 另外，黄金的核心驱动因素，受地缘政治风险，比如中东局势，俄乌冲突以及全球政治的不确定性，这些都是黄金避险需求的重要支撑 再一个就是货币政策与经济数据，美联储降息预期与美元指数的波动直接影响黄金价格。近期美元指数在102到105区间震荡，对黄金形成了一定的压制 央行购金规模的变化对市场供需关系产生了显著影响 最近黄金的价格还是看在3550到3700之间，所以黄金短期看这个区间长期还是看涨吧","text":"最近其实是看好黄金的。就是想要短期做一波空黄金，然后快速跑。没有想到最终还是被套住了。后悔没有用 美联储九月份要降息，到时候估计黄金还是会涨 另外，黄金的核心驱动因素，受地缘政治风险，比如中东局势，俄乌冲突以及全球政治的不确定性，这些都是黄金避险需求的重要支撑 再一个就是货币政策与经济数据，美联储降息预期与美元指数的波动直接影响黄金价格。近期美元指数在102到105区间震荡，对黄金形成了一定的压制 央行购金规模的变化对市场供需关系产生了显著影响 最近黄金的价格还是看在3550到3700之间，所以黄金短期看这个区间长期还是看涨吧","images":[{"img":"https://static.tigerbbs.com/867e9e91ab605c813ff35725aa731e59","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476474820550832","isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476471577120976,"gmtCreate":1757330015505,"gmtModify":1757330017879,"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"227726599749064","authorIdStr":"227726599749064"},"themes":[],"htmlText":"港股最近涨的非常不错！在一片怀疑中坚定不移欣欣向荣挺立于世界之林。但是做股票，都有自己的交易策略以及仓位管理！当盈利到一定程度，选这部分获利了结，是对自己做股票到一定阶段的一个奖赏。 所以逐步减仓，待到回调再加仓吧","listText":"港股最近涨的非常不错！在一片怀疑中坚定不移欣欣向荣挺立于世界之林。但是做股票，都有自己的交易策略以及仓位管理！当盈利到一定程度，选这部分获利了结，是对自己做股票到一定阶段的一个奖赏。 所以逐步减仓，待到回调再加仓吧","text":"港股最近涨的非常不错！在一片怀疑中坚定不移欣欣向荣挺立于世界之林。但是做股票，都有自己的交易策略以及仓位管理！当盈利到一定程度，选这部分获利了结，是对自己做股票到一定阶段的一个奖赏。 所以逐步减仓，待到回调再加仓吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476471577120976","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474691649540312,"gmtCreate":1756912643126,"gmtModify":1756955713591,"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"227726599749064","authorIdStr":"227726599749064"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a> 罗宾汉是一家金融科技公司，专注于为个人投资者请提供现代化的投资平台。据说零用金交易模式和创新的技术平台而闻名。 今天追高了。截止现在浮亏。 &nbsp;这个公司的业务与特点 1，核心业务，罗宾汉主要通过其移动应用程序提供股票期权和加密货币的交易服务，它的平台允许用户进行零佣金交易，降低了个人投资者的进入门槛。 2，它的创新产品，公司推出了多项创新功能，如加密货币交易股息，再投资零碎股票交易，定期投资以及i po，允许用户参与新股发行 3，输入模式，罗宾汉主要通过将用户订单传递给做市商，并从中获得基于交易的收入以及从客户账户的非投资现金余额中赚取利息 公司的发展 罗宾汉由弗拉德特涅夫和拜朱巴特共同创立，旨在通过技术手段简化投资流程，吸引年轻一代投资者 近年来，公司还积极探索金融创新。例如，在欧洲市场推出股票代币化产品将传统股票以区块链代交易 这样一家金融创新型公司，我觉得可以投资买进","listText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a> 罗宾汉是一家金融科技公司，专注于为个人投资者请提供现代化的投资平台。据说零用金交易模式和创新的技术平台而闻名。 今天追高了。截止现在浮亏。 &nbsp;这个公司的业务与特点 1，核心业务，罗宾汉主要通过其移动应用程序提供股票期权和加密货币的交易服务，它的平台允许用户进行零佣金交易，降低了个人投资者的进入门槛。 2，它的创新产品，公司推出了多项创新功能，如加密货币交易股息，再投资零碎股票交易，定期投资以及i po，允许用户参与新股发行 3，输入模式，罗宾汉主要通过将用户订单传递给做市商，并从中获得基于交易的收入以及从客户账户的非投资现金余额中赚取利息 公司的发展 罗宾汉由弗拉德特涅夫和拜朱巴特共同创立，旨在通过技术手段简化投资流程，吸引年轻一代投资者 近年来，公司还积极探索金融创新。例如，在欧洲市场推出股票代币化产品将传统股票以区块链代交易 这样一家金融创新型公司，我觉得可以投资买进","text":"$Robinhood(HOOD)$ 罗宾汉是一家金融科技公司，专注于为个人投资者请提供现代化的投资平台。据说零用金交易模式和创新的技术平台而闻名。 今天追高了。截止现在浮亏。 这个公司的业务与特点 1，核心业务，罗宾汉主要通过其移动应用程序提供股票期权和加密货币的交易服务，它的平台允许用户进行零佣金交易，降低了个人投资者的进入门槛。 2，它的创新产品，公司推出了多项创新功能，如加密货币交易股息，再投资零碎股票交易，定期投资以及i po，允许用户参与新股发行 3，输入模式，罗宾汉主要通过将用户订单传递给做市商，并从中获得基于交易的收入以及从客户账户的非投资现金余额中赚取利息 公司的发展 罗宾汉由弗拉德特涅夫和拜朱巴特共同创立，旨在通过技术手段简化投资流程，吸引年轻一代投资者 近年来，公司还积极探索金融创新。例如，在欧洲市场推出股票代币化产品将传统股票以区块链代交易 这样一家金融创新型公司，我觉得可以投资买进","images":[{"img":"https://static.tigerbbs.com/11eb71399cb7c56dfda21180d6377db7","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/474691649540312","isVote":1,"tweetType":1,"viewCount":7313,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010481","authorId":"10000000000010481","name":"暮烟风雨","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010481","authorIdStr":"10000000000010481"},"content":"确实是一个很好的生意，然而估值太贵了。这个生意50年以后会不会被替代掉？坐等20倍市盈率的robinhood。","text":"确实是一个很好的生意，然而估值太贵了。这个生意50年以后会不会被替代掉？坐等20倍市盈率的robinhood。","html":"确实是一个很好的生意，然而估值太贵了。这个生意50年以后会不会被替代掉？坐等20倍市盈率的robinhood。"},{"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/cb1b514fb84e9876b2ede5b6bd40c4cb","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010485","authorIdStr":"10000000000010485"},"content":"珍惜宇宙总龙头，所有下跌都是抄底的机会。","text":"珍惜宇宙总龙头，所有下跌都是抄底的机会。","html":"珍惜宇宙总龙头，所有下跌都是抄底的机会。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":474684179472856,"gmtCreate":1756911216245,"gmtModify":1756911218145,"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"227726599749064","authorIdStr":"227726599749064"},"themes":[],"htmlText":"现在买入circle，长期持有还会回到290这个价位吗","listText":"现在买入circle，长期持有还会回到290这个价位吗","text":"现在买入circle，长期持有还会回到290这个价位吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474684179472856","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473488000709072,"gmtCreate":1756570950803,"gmtModify":1756703829271,"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"227726599749064","authorIdStr":"227726599749064"},"themes":[],"htmlText":"阿里巴巴昨天的财报给了很多投资者信心！这个沉寂已经的公司最近因为外卖大战再次站在了投资者面前，引发很多投资者的青睐！ 阿里巴巴最受瞩目的自主研发的AI芯片莫过于旗下半导体公司平头哥推出的含光800系列及新一代推理芯片。 [看涨]&nbsp; [看涨]&nbsp; &nbsp; &nbsp;&nbsp; 1，核心产品：含光800。性能表现数一数二，推理性能达78563IPS，能效比500IPS/W。相当不错啊 2，从应用场景来看，专注于AI推理任务。（运行AI运用，比如计算机视觉、自然语言处理），而非模训练。这个芯片已经用于阿里云服务提升云平台的计算效率。 这个是对于核心产品的基本概括。我的朋友在100左右的股价就已经埋伏了阿里巴巴。昨天已经吃到大肉了。这里首先恭喜他。估计他是对阿里核心产品有一定的研究，所以看好阿里巴巴，并且买入。 [看涨]&nbsp; [看涨]&nbsp;&nbsp; 下面再说说新一代芯片研发进展。众所周知，因伟达在最近两三年在全球的地位是举足轻重的全球的芯片龙头公司。但现在这个龙头公司的销量会因为中国市场需求芯片供应公司的转变，而令因为达失去一定的销售份额。 据2025年8月披露，平头哥正在测试新一代推理芯片AI推理芯片，兼容英伟达技术框架，转由中国大陆圆晶厂代工，（这之前是由台积电代工的）减少供应链风险 从战略目标来看，降低对英伟达的依赖，并巩固阿里在中国赢计算市场的主导地位，芯片预支支持更广泛的推理任务，可能应用于阿里云的AIaas和公有云服务。 这些芯片长远来看，主要用于提升云计算效率和服务能力，符合公司长期的技术自主战略。 所以我觉得是个长期投资的标的😄😄 &nbsp;","listText":"阿里巴巴昨天的财报给了很多投资者信心！这个沉寂已经的公司最近因为外卖大战再次站在了投资者面前，引发很多投资者的青睐！ 阿里巴巴最受瞩目的自主研发的AI芯片莫过于旗下半导体公司平头哥推出的含光800系列及新一代推理芯片。 [看涨]&nbsp; [看涨]&nbsp; &nbsp; &nbsp;&nbsp; 1，核心产品：含光800。性能表现数一数二，推理性能达78563IPS，能效比500IPS/W。相当不错啊 2，从应用场景来看，专注于AI推理任务。（运行AI运用，比如计算机视觉、自然语言处理），而非模训练。这个芯片已经用于阿里云服务提升云平台的计算效率。 这个是对于核心产品的基本概括。我的朋友在100左右的股价就已经埋伏了阿里巴巴。昨天已经吃到大肉了。这里首先恭喜他。估计他是对阿里核心产品有一定的研究，所以看好阿里巴巴，并且买入。 [看涨]&nbsp; [看涨]&nbsp;&nbsp; 下面再说说新一代芯片研发进展。众所周知，因伟达在最近两三年在全球的地位是举足轻重的全球的芯片龙头公司。但现在这个龙头公司的销量会因为中国市场需求芯片供应公司的转变，而令因为达失去一定的销售份额。 据2025年8月披露，平头哥正在测试新一代推理芯片AI推理芯片，兼容英伟达技术框架，转由中国大陆圆晶厂代工，（这之前是由台积电代工的）减少供应链风险 从战略目标来看，降低对英伟达的依赖，并巩固阿里在中国赢计算市场的主导地位，芯片预支支持更广泛的推理任务，可能应用于阿里云的AIaas和公有云服务。 这些芯片长远来看，主要用于提升云计算效率和服务能力，符合公司长期的技术自主战略。 所以我觉得是个长期投资的标的😄😄 &nbsp;","text":"阿里巴巴昨天的财报给了很多投资者信心！这个沉寂已经的公司最近因为外卖大战再次站在了投资者面前，引发很多投资者的青睐！ 阿里巴巴最受瞩目的自主研发的AI芯片莫过于旗下半导体公司平头哥推出的含光800系列及新一代推理芯片。 [看涨] [看涨] 1，核心产品：含光800。性能表现数一数二，推理性能达78563IPS，能效比500IPS/W。相当不错啊 2，从应用场景来看，专注于AI推理任务。（运行AI运用，比如计算机视觉、自然语言处理），而非模训练。这个芯片已经用于阿里云服务提升云平台的计算效率。 这个是对于核心产品的基本概括。我的朋友在100左右的股价就已经埋伏了阿里巴巴。昨天已经吃到大肉了。这里首先恭喜他。估计他是对阿里核心产品有一定的研究，所以看好阿里巴巴，并且买入。 [看涨] [看涨] 下面再说说新一代芯片研发进展。众所周知，因伟达在最近两三年在全球的地位是举足轻重的全球的芯片龙头公司。但现在这个龙头公司的销量会因为中国市场需求芯片供应公司的转变，而令因为达失去一定的销售份额。 据2025年8月披露，平头哥正在测试新一代推理芯片AI推理芯片，兼容英伟达技术框架，转由中国大陆圆晶厂代工，（这之前是由台积电代工的）减少供应链风险 从战略目标来看，降低对英伟达的依赖，并巩固阿里在中国赢计算市场的主导地位，芯片预支支持更广泛的推理任务，可能应用于阿里云的AIaas和公有云服务。 这些芯片长远来看，主要用于提升云计算效率和服务能力，符合公司长期的技术自主战略。 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