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酉风
2025-11-06
小鹏是做空才能赚钱,佩服
酉风
2025-09-27
漏了最后的关于996推崇
抱歉,原内容已删除
酉风
2025-09-26
NVIDIA GeForce GTX 650 Ti Boost于2013年3月26日推出 ,其峰值单精度浮点算力(FP32)约为1.59 TFLOPS(基于768个CUDA核心、1033 MHz的boost时钟计算)
抱歉,原内容已删除
酉风
2025-07-18
OK
酉风
2025-07-10
真的需要这么快吗?买东西的质量远比速度重要。
抱歉,原内容已删除
酉风
2025-06-13
动态选择。超购一百倍以上才考虑
酉风
2025-04-29
$Vanguard标普500ETF(VOO)$
酉风
2025-01-09
$布鲁可(00325)$
估计有99%涨幅
酉风
2024-10-17
$台积电(TSM)$
台积电一路领先。asml暴雷除了中国禁令,还预示了对手Intel和三星的落败。法说会中CC坚定地回答No!表示坚决不会收购Intel的Fab。后续越来越好,只要AI发动机还在
酉风
2024-08-07
$英伟达(NVDA)$
等财报前一天赌一把末日轮
酉风
2024-07-24
上市公司的发布会,通常指的是公司对外公布重要信息或财务报告的正式会议。这种发布会在台湾地区可能被称为“法说会”,其全称是“法人说明会”。法人说明会是上市公司为了向投资者、分析师、媒体等介绍公司的财务状况、经营成果、未来计划等信息而举行的会议。 法人说明会的主要目的包括: 1. 透明化公司的运营状况,增强投资者信心。 2. 解释公司的财务报告,包括收入、利润、成本等关键财务指标。 3. 讨论公司的战略方向、市场定位、新产品或服务等。 4. 回应投资者和分析师的提问,提供更深入的信息。 5. 增强公司形象,建立与投资者的良好关系。 这类发布会对于上市公司来说非常重要,因为它们有助于塑造公司的公共形象,同时也是遵守监管要求、确保信息公平披露的一部分。
@美股择菜谋士:【美股终极调研】台积电说了啥,打消了市场对AI手机的乐观预期?
酉风
2024-07-19
这篇文章不错,转发给大家看看
抱歉,原内容已删除
酉风
2024-07-12
安全员11000工资,负责三辆车,三班倒的人工成本应该是11000×3。所以33000/30/3=366.6元才是真正的车辆成本呀,比滴滴司机工资还高了。
抱歉,原内容已删除
酉风
2024-07-04
$英伟达(NVDA)$
应该关注博通
酉风
2024-04-29
$融创中国(01918)$
太急了,sell一下
酉风
2024-04-14
?
抱歉,原内容已删除
酉风
2024-02-17
2024.02.17 覆盘笔记 by 酉风
2024-02-17 成本 现价 浮动收益 台积电(TSM) 86.63 127.96 +47.71% AI时代的船票,预计180很快到达,值得万亿级别的公司。
2024.02.17 覆盘笔记 by 酉风
酉风
2022-11-15
股神抄我的底
抱歉,原内容已删除
酉风
2022-06-21
这么便宜,一定背后有什么隐含因素,不能showhand,只能定投。
抱歉,原内容已删除
酉风
2022-03-31
这是什么意思?
抱歉,原内容已删除
去老虎APP查看更多动态
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等财报前一天赌一把末日轮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335804908679552","isVote":1,"tweetType":1,"viewCount":3821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331015872712776,"gmtCreate":1721821571621,"gmtModify":1721826728862,"author":{"id":"3442478815958102","authorId":"3442478815958102","name":"酉风","avatar":"https://static.tigerbbs.com/15fc6247d7150f53f7562b52ad5954aa","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442478815958102","idStr":"3442478815958102"},"themes":[],"htmlText":"上市公司的发布会,通常指的是公司对外公布重要信息或财务报告的正式会议。这种发布会在台湾地区可能被称为“法说会”,其全称是“法人说明会”。法人说明会是上市公司为了向投资者、分析师、媒体等介绍公司的财务状况、经营成果、未来计划等信息而举行的会议。 法人说明会的主要目的包括: 1. 透明化公司的运营状况,增强投资者信心。 2. 解释公司的财务报告,包括收入、利润、成本等关键财务指标。 3. 讨论公司的战略方向、市场定位、新产品或服务等。 4. 回应投资者和分析师的提问,提供更深入的信息。 5. 增强公司形象,建立与投资者的良好关系。 这类发布会对于上市公司来说非常重要,因为它们有助于塑造公司的公共形象,同时也是遵守监管要求、确保信息公平披露的一部分。","listText":"上市公司的发布会,通常指的是公司对外公布重要信息或财务报告的正式会议。这种发布会在台湾地区可能被称为“法说会”,其全称是“法人说明会”。法人说明会是上市公司为了向投资者、分析师、媒体等介绍公司的财务状况、经营成果、未来计划等信息而举行的会议。 法人说明会的主要目的包括: 1. 透明化公司的运营状况,增强投资者信心。 2. 解释公司的财务报告,包括收入、利润、成本等关键财务指标。 3. 讨论公司的战略方向、市场定位、新产品或服务等。 4. 回应投资者和分析师的提问,提供更深入的信息。 5. 增强公司形象,建立与投资者的良好关系。 这类发布会对于上市公司来说非常重要,因为它们有助于塑造公司的公共形象,同时也是遵守监管要求、确保信息公平披露的一部分。","text":"上市公司的发布会,通常指的是公司对外公布重要信息或财务报告的正式会议。这种发布会在台湾地区可能被称为“法说会”,其全称是“法人说明会”。法人说明会是上市公司为了向投资者、分析师、媒体等介绍公司的财务状况、经营成果、未来计划等信息而举行的会议。 法人说明会的主要目的包括: 1. 透明化公司的运营状况,增强投资者信心。 2. 解释公司的财务报告,包括收入、利润、成本等关键财务指标。 3. 讨论公司的战略方向、市场定位、新产品或服务等。 4. 回应投资者和分析师的提问,提供更深入的信息。 5. 增强公司形象,建立与投资者的良好关系。 这类发布会对于上市公司来说非常重要,因为它们有助于塑造公司的公共形象,同时也是遵守监管要求、确保信息公平披露的一部分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331015872712776","repostId":"330762446229592","repostType":1,"repost":{"id":330762446229592,"gmtCreate":1721782993043,"gmtModify":1721790528991,"author":{"id":"4095039866373700","authorId":"4095039866373700","name":"美股择菜谋士","avatar":"https://static.tigerbbs.com/404d5e88d79ae54e02ec5fc3f47dd71d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095039866373700","idStr":"4095039866373700"},"themes":[],"title":"【美股终极调研】台积电说了啥,打消了市场对AI手机的乐观预期?","htmlText":"台积电财报会说了什么打消了市场对于AI手机的乐观预期? 苹果6月发布会以来,市场对于AI 智能手机的换机预期不断上调,苹果自己也大幅度上调本年度出货预期1000万台,预示AI手机将驱动换机潮,但台积电发布新季度财报以来,港股的消费电子,果链龙头包括比亚迪电子、舜宇光学等表现确差强人意,大幅度回调,发生了什么? 来看看,台积电的说法会: 图片 台积电2024年第二季度按照平台(Platform)分类的具体情况: 平台分类收入 高性能计算(HPC)占总收入的52%环比增长率:28% 智能手机(Smartphone)占总收入的33%环比增长率:-1% 物联网(IoT)占总收入的6%环比增长率:6% 汽车电子(Automotive)占总收入的5%环比增长率:5% 数字消费电子(DCE)占总收入的2%环比增长率:20% 其他(Others)占总收入的2%环比增长率:5% 具体分析 高性能计算(HPC) 占比最高:占总收入的52%,是最大的收入来源。这表明台积电在高性能计算市场(如数据中心、AI、服务器等)具有强大的竞争力和市场需求。 环比增长:28%的环比增长率显示出该市场的稳定增长和持续需求。 智能手机(Smartphone) 占比第二:占总收入的33%。智能手机市场仍然是台积电的重要收入来源。 环比下降:-1%的环比增长率可能反映了智能手机市场的季节性波动或市场饱和的影响。 物联网(IoT) 占比第三:占总收入的6%。物联网设备的普及和应用场景的扩展推动了这一市场的增长。 环比增长:6%的环比增长率显示出物联网市场的快速增长和潜力。 汽车电子(Automotive) 占比第四:占总收入的5%。随着汽车电子化和智能化的发展,汽车电子市场需求不断增加。 环比增长:5%的环比增长率表明该市场的稳定增长。 数字消费电子(DCE) 占比第五:占总收入的2%。这一市场包括各种数字消费产品,如","listText":"台积电财报会说了什么打消了市场对于AI手机的乐观预期? 苹果6月发布会以来,市场对于AI 智能手机的换机预期不断上调,苹果自己也大幅度上调本年度出货预期1000万台,预示AI手机将驱动换机潮,但台积电发布新季度财报以来,港股的消费电子,果链龙头包括比亚迪电子、舜宇光学等表现确差强人意,大幅度回调,发生了什么? 来看看,台积电的说法会: 图片 台积电2024年第二季度按照平台(Platform)分类的具体情况: 平台分类收入 高性能计算(HPC)占总收入的52%环比增长率:28% 智能手机(Smartphone)占总收入的33%环比增长率:-1% 物联网(IoT)占总收入的6%环比增长率:6% 汽车电子(Automotive)占总收入的5%环比增长率:5% 数字消费电子(DCE)占总收入的2%环比增长率:20% 其他(Others)占总收入的2%环比增长率:5% 具体分析 高性能计算(HPC) 占比最高:占总收入的52%,是最大的收入来源。这表明台积电在高性能计算市场(如数据中心、AI、服务器等)具有强大的竞争力和市场需求。 环比增长:28%的环比增长率显示出该市场的稳定增长和持续需求。 智能手机(Smartphone) 占比第二:占总收入的33%。智能手机市场仍然是台积电的重要收入来源。 环比下降:-1%的环比增长率可能反映了智能手机市场的季节性波动或市场饱和的影响。 物联网(IoT) 占比第三:占总收入的6%。物联网设备的普及和应用场景的扩展推动了这一市场的增长。 环比增长:6%的环比增长率显示出物联网市场的快速增长和潜力。 汽车电子(Automotive) 占比第四:占总收入的5%。随着汽车电子化和智能化的发展,汽车电子市场需求不断增加。 环比增长:5%的环比增长率表明该市场的稳定增长。 数字消费电子(DCE) 占比第五:占总收入的2%。这一市场包括各种数字消费产品,如","text":"台积电财报会说了什么打消了市场对于AI手机的乐观预期? 苹果6月发布会以来,市场对于AI 智能手机的换机预期不断上调,苹果自己也大幅度上调本年度出货预期1000万台,预示AI手机将驱动换机潮,但台积电发布新季度财报以来,港股的消费电子,果链龙头包括比亚迪电子、舜宇光学等表现确差强人意,大幅度回调,发生了什么? 来看看,台积电的说法会: 图片 台积电2024年第二季度按照平台(Platform)分类的具体情况: 平台分类收入 高性能计算(HPC)占总收入的52%环比增长率:28% 智能手机(Smartphone)占总收入的33%环比增长率:-1% 物联网(IoT)占总收入的6%环比增长率:6% 汽车电子(Automotive)占总收入的5%环比增长率:5% 数字消费电子(DCE)占总收入的2%环比增长率:20% 其他(Others)占总收入的2%环比增长率:5% 具体分析 高性能计算(HPC) 占比最高:占总收入的52%,是最大的收入来源。这表明台积电在高性能计算市场(如数据中心、AI、服务器等)具有强大的竞争力和市场需求。 环比增长:28%的环比增长率显示出该市场的稳定增长和持续需求。 智能手机(Smartphone) 占比第二:占总收入的33%。智能手机市场仍然是台积电的重要收入来源。 环比下降:-1%的环比增长率可能反映了智能手机市场的季节性波动或市场饱和的影响。 物联网(IoT) 占比第三:占总收入的6%。物联网设备的普及和应用场景的扩展推动了这一市场的增长。 环比增长:6%的环比增长率显示出物联网市场的快速增长和潜力。 汽车电子(Automotive) 占比第四:占总收入的5%。随着汽车电子化和智能化的发展,汽车电子市场需求不断增加。 环比增长:5%的环比增长率表明该市场的稳定增长。 数字消费电子(DCE) 占比第五:占总收入的2%。这一市场包括各种数字消费产品,如","images":[{"img":"https://static.tigerbbs.com/dcf37b1716b83f48fef7efea6e7d7b66","width":"1080","height":"511"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330762446229592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329149913780320,"gmtCreate":1721360825968,"gmtModify":1721360827233,"author":{"id":"3442478815958102","authorId":"3442478815958102","name":"酉风","avatar":"https://static.tigerbbs.com/15fc6247d7150f53f7562b52ad5954aa","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442478815958102","idStr":"3442478815958102"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329149913780320","repostId":"2452046423","repostType":2,"isVote":1,"tweetType":1,"viewCount":3789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326700072972440,"gmtCreate":1720797614481,"gmtModify":1720797616942,"author":{"id":"3442478815958102","authorId":"3442478815958102","name":"酉风","avatar":"https://static.tigerbbs.com/15fc6247d7150f53f7562b52ad5954aa","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442478815958102","idStr":"3442478815958102"},"themes":[],"htmlText":"安全员11000工资,负责三辆车,三班倒的人工成本应该是11000×3。所以33000/30/3=366.6元才是真正的车辆成本呀,比滴滴司机工资还高了。","listText":"安全员11000工资,负责三辆车,三班倒的人工成本应该是11000×3。所以33000/30/3=366.6元才是真正的车辆成本呀,比滴滴司机工资还高了。","text":"安全员11000工资,负责三辆车,三班倒的人工成本应该是11000×3。所以33000/30/3=366.6元才是真正的车辆成本呀,比滴滴司机工资还高了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326700072972440","repostId":"2450072363","repostType":2,"isVote":1,"tweetType":1,"viewCount":4567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323814106255568,"gmtCreate":1720062022717,"gmtModify":1720062137282,"author":{"id":"3442478815958102","authorId":"3442478815958102","name":"酉风","avatar":"https://static.tigerbbs.com/15fc6247d7150f53f7562b52ad5954aa","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442478815958102","idStr":"3442478815958102"},"themes":[],"htmlText":"<a 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