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IP属地:江西
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walking_0712
2025-03-10
$英伟达(NVDA)$
deepseek带来AI部署的个人化,本地化,将来AI的趋势跟当年的PC电脑一样,将是个人化本地化部署,所以对AI芯片的需求是爆发性的。英伟达这类芯片企业的盈利也会相应暴涨,所以股价今后将长期走高。
walking_0712
01-19
我看见截止日是今天,怎么一早来申购就关闭了呢?
walking_0712
2025-05-29
这在公共道路上测试,撞死人了,算不算故意杀人?
抱歉,原内容已删除
walking_0712
2025-03-31
$特斯拉(TSLA)$
估值不合理,跌掉80%才合理。
walking_0712
01-18
最不能缺睡眠。必须睡到自然醒。
walking_0712
2025-12-26
不卷,哪来的优势?
抱歉,原内容已删除
walking_0712
2025-12-26
老虎方便个屁,查询订单在持仓那都不能点一下就查询该股订单,还要输入代码搜索,烦透了。
walking_0712
2025-08-11
说AI的核心是数据的都是不懂装懂的傻X!!!!!
抱歉,原内容已删除
walking_0712
2025-05-01
现在的人工智能算法是歧途,不吃算力的算法会出来,出来后英伟达肯定黄。
walking_0712
2025-03-18
$特斯拉(TSLA)$
至少跌一半。没啥专有核心技术,又被全球抵制,再加上特朗普加关税报复,市盈率比英伟达高一倍。
去老虎APP查看更多动态
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估值不合理,跌掉80%才合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419194420490544","isVote":1,"tweetType":1,"viewCount":4125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414605399236776,"gmtCreate":1742259567247,"gmtModify":1742261984003,"author":{"id":"3454593056597338","authorId":"3454593056597338","name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3454593056597338","authorIdStr":"3454593056597338"},"themes":[],"htmlText":"属于大忽悠。","listText":"属于大忽悠。","text":"属于大忽悠。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414605399236776","isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414602757742616,"gmtCreate":1742259252581,"gmtModify":1742261983573,"author":{"id":"3454593056597338","authorId":"3454593056597338","name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3454593056597338","authorIdStr":"3454593056597338"},"themes":[],"htmlText":"<a 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至少跌一半。没啥专有核心技术,又被全球抵制,再加上特朗普加关税报复,市盈率比英伟达高一倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414602757742616","isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413211904467312,"gmtCreate":1741913843057,"gmtModify":1741913845388,"author":{"id":"3454593056597338","authorId":"3454593056597338","name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3454593056597338","authorIdStr":"3454593056597338"},"themes":[],"htmlText":"马斯克,继续作,跌死你。都是些没前途,或者还没到时间的忽悠产品,除了储能等不如中国有竞争力的产品以外。","listText":"马斯克,继续作,跌死你。都是些没前途,或者还没到时间的忽悠产品,除了储能等不如中国有竞争力的产品以外。","text":"马斯克,继续作,跌死你。都是些没前途,或者还没到时间的忽悠产品,除了储能等不如中国有竞争力的产品以外。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413211904467312","isVote":1,"tweetType":1,"viewCount":2011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413206589104320,"gmtCreate":1741912543007,"gmtModify":1741916480076,"author":{"id":"3454593056597338","authorId":"3454593056597338","name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3454593056597338","authorIdStr":"3454593056597338"},"themes":[],"htmlText":"特朗普不死,美股难未已。","listText":"特朗普不死,美股难未已。","text":"特朗普不死,美股难未已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413206589104320","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411782802465392,"gmtCreate":1741566015978,"gmtModify":1741568066751,"author":{"id":"3454593056597338","authorId":"3454593056597338","name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3454593056597338","authorIdStr":"3454593056597338"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> deepseek带来AI部署的个人化,本地化,将来AI的趋势跟当年的PC电脑一样,将是个人化本地化部署,所以对AI芯片的需求是爆发性的。英伟达这类芯片企业的盈利也会相应暴涨,所以股价今后将长期走高。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> deepseek带来AI部署的个人化,本地化,将来AI的趋势跟当年的PC电脑一样,将是个人化本地化部署,所以对AI芯片的需求是爆发性的。英伟达这类芯片企业的盈利也会相应暴涨,所以股价今后将长期走高。","text":"$英伟达(NVDA)$ deepseek带来AI部署的个人化,本地化,将来AI的趋势跟当年的PC电脑一样,将是个人化本地化部署,所以对AI芯片的需求是爆发性的。英伟达这类芯片企业的盈利也会相应暴涨,所以股价今后将长期走高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/411782802465392","isVote":1,"tweetType":1,"viewCount":5353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133585145462200","authorId":"4133585145462200","name":"2025腾飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4133585145462200","authorIdStr":"4133585145462200"},"content":"想的没错老哥,但有一点加关税了,高阶芯片只在美国流通","text":"想的没错老哥,但有一点加关税了,高阶芯片只在美国流通","html":"想的没错老哥,但有一点加关税了,高阶芯片只在美国流通"},{"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"content":"不如来想一个问题吧,上个季度财报包含了2024年12月份星际之门没塌的数据,这个季度财报怎么办?在老美禁令条件下,英伟达的芯片准备卖给谁?我提示一下,部署AI的咱就别谈了,一张4090就能部署满血ds,关键是要看训练AI的,中国别看了,不准卖,美国投资了openAi的别看了,买还不如给openAi注资,openAi就更别看了,都快入土了,想杠通过第三方进入我们市场的就更别看了,禁令实施的是配额制,实名配额,要申请的那种,问题来了,英伟达的芯片到底打算卖给谁?","text":"不如来想一个问题吧,上个季度财报包含了2024年12月份星际之门没塌的数据,这个季度财报怎么办?在老美禁令条件下,英伟达的芯片准备卖给谁?我提示一下,部署AI的咱就别谈了,一张4090就能部署满血ds,关键是要看训练AI的,中国别看了,不准卖,美国投资了openAi的别看了,买还不如给openAi注资,openAi就更别看了,都快入土了,想杠通过第三方进入我们市场的就更别看了,禁令实施的是配额制,实名配额,要申请的那种,问题来了,英伟达的芯片到底打算卖给谁?","html":"不如来想一个问题吧,上个季度财报包含了2024年12月份星际之门没塌的数据,这个季度财报怎么办?在老美禁令条件下,英伟达的芯片准备卖给谁?我提示一下,部署AI的咱就别谈了,一张4090就能部署满血ds,关键是要看训练AI的,中国别看了,不准卖,美国投资了openAi的别看了,买还不如给openAi注资,openAi就更别看了,都快入土了,想杠通过第三方进入我们市场的就更别看了,禁令实施的是配额制,实名配额,要申请的那种,问题来了,英伟达的芯片到底打算卖给谁?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408676856210016,"gmtCreate":1740792241797,"gmtModify":1740794397020,"author":{"id":"3454593056597338","authorId":"3454593056597338","name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3454593056597338","authorIdStr":"3454593056597338"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3564978165288885\">@轩辕小伞</a>:是的。AI浪潮中前景最可预测的公司也就英伟达等给AI提供铲子的硬件公司了,而硬件公司中最硬核最刚需的就是英伟达。//<a href=\"https://laohu8.com/U/3564978165288885\">@轩辕小伞</a>:选英伟达,硬件是ai的基础","listText":"Replying to <a href=\"https://laohu8.com/U/3564978165288885\">@轩辕小伞</a>:是的。AI浪潮中前景最可预测的公司也就英伟达等给AI提供铲子的硬件公司了,而硬件公司中最硬核最刚需的就是英伟达。//<a href=\"https://laohu8.com/U/3564978165288885\">@轩辕小伞</a>:选英伟达,硬件是ai的基础","text":"Replying to 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