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雄霸天下之感恩

雄霸天下之感恩

我行我素——稳准狠 ——顺势而为 ——高认知

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雄霸天下之感恩

02-24

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

@好奇先生0211:花了3天时间，为了寻找下一个Palantir，我整理了超全美股AI应用公司

雄霸天下之感恩

02-24

[开心] [开心] [开心] [开心]

@many mony:香港银行现金“告急”，港股这波行情还能持续多久？

雄霸天下之感恩

02-22

$比亚迪电子(00285)$ 锦上添花

雄霸天下之感恩

02-22

$舜宇光学科技(02382)$ 再接再厉

雄霸天下之感恩

02-22

$舜宇光学科技(02382)$ 旗开得胜

雄霸天下之感恩

02-22

$MicroAlgo, Inc.(MLGO)$ 不贪不燥按部就班

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href=\"https://laohu8.com/S/01347.HK\">$华虹半导体 (01347.HK)$</a>大涨近23%，<a href=\"https://laohu8.com/S/00981.HK\">$中芯国际 (00981.HK)$</a>涨超8%。南向资金当日净买入超100亿港元。此前一天，南向资金净买入金额高达224亿港元，为2021年初以来的最大单日购买量。有分析师表示，港股半导体产业链值得关注，尤其是在产业链本地化进程加速背景下，具备进口替代潜力的内地芯片设计企业机会明显。接下来，港股市场的这波行情，还能持续多久呢？港股太火！香港银行现金“告急”2月19日，香港股市探底回升，<a href=\"https://laohu8.com/S/800000.HK\">$恒生指数 (800000.HK)$</a>盘中一度跌超1%，<a href=\"https://laohu8.com/S/800700.HK\">$恒生科技指数 (800700.HK)$</a>一度跌超2%。截至收盘时，恒生指数微跌0.14%，恒生科技指数上涨0.59%，南向资金当天净流入超过100亿港元。盘面上，半导体、汽车零部件","listText":"谷歌股票从亏损转为盈利，以新低开盘，要么归零要么吃肉，过程不重要，重要的是结果，就像PLTR中途回调不重要，重要的是顶在126附近，PLTR短期内不会更新，起步会在一个月后，新高新低需要花费极大时间去计算。近期，港股市场持续火爆，大量资金纷纷涌入。投资者对港股需求飙升，导致香港银行间流动性减少，这促使香港的银行周二向香港金管局借入55亿港元的隔夜现金，为五年多来最大规模。有分析师指出，香港银行间流动性减少，是由对香港股票的需求推动的，中国香港股市的势头仍在继续，“流动性”可能会在短期内保持紧张。在二级市场上，港股的强势仍未减退。2月19日，香港股市低开高走，科技股领涨，<a href=\"https://laohu8.com/S/01347.HK\">$华虹半导体 (01347.HK)$</a>大涨近23%，<a href=\"https://laohu8.com/S/00981.HK\">$中芯国际 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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ：作为 AI 领域的关键推动者和领导者，它通过与 OpenAI 的深度合作及自身技术创新，全面布局 AI 基础设施、产品整合与应用拓展。在 2025 年 2 月 20 日，微软更是重磅发布了首款量子计算芯片 Majorana 1 ，展现出其在前沿科技领域的持续探索与野心，进一步巩固了在 AI 领域的强大竞争力和影响力。 亚马逊（ 2.40 万亿美元） <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> ：在云计算与电商领域称霸，它通过全方位布局，如 AWS 云服务、自研芯片及生成式 AI 技术栈等，巩固了其在全球云市场的龙头地位，不断推动 AI 技术在实际场景中的应用与发展。 谷歌（ 2.28 万亿美元） <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ：作为 AI 领域的先驱与领导者，在技术研发、模型创新、数据资源及应用拓展等多方面优势显著。其搜索引擎及各类产品借助 AI 不断革新，引领行业发展潮流，虽然与其他巨头市值稍有差距，但在 AI 赛道上依旧是不可忽视的重要力","listText":"回顾2024年，纳斯达克涨了29%，标普500涨了23%，费城半导体指数涨了19%，科技股依然很强。 Deepseek发布后，全球AI进入算力成本下降带动以AI Agent为代表的新应用落地的阶段，主要代表公司有Palantir、Applovindeng等。 我认为，2025年是AI发展进入商业化落地的一年，提升企业工作效率的企业软件有望迅速落地。今天我就给大家整理了各个概念与 AI 结合能受益的大中小型上市公司，希望对大家有所帮助，恳请关注、转发、收藏、点赞！ 01老牌巨头 微软（3.08 万亿美元） <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ：作为 AI 领域的关键推动者和领导者，它通过与 OpenAI 的深度合作及自身技术创新，全面布局 AI 基础设施、产品整合与应用拓展。在 2025 年 2 月 20 日，微软更是重磅发布了首款量子计算芯片 Majorana 1 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