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02-08

$英伟达(NVDA)$ 英伟达还有最新的超级AI个人电脑，还有无人驾驶芯片，就是之后所有的智能体无论是云端还是本地大模型边缘计算，英伟达都是领头羊，故事才刚开头，好戏还在后面！！！

01-23

这篇文章不错，转发给大家看看

@投阅笔记:“国会山股神”南希·佩洛西带货Tempus AI

01-23

京东估值被低估了，各个方面都是被低估的

2024-09-07

苹果公司永远是最新应用新技术的公司之一，无论是软件和硬件方面都是最新的最先进的之一。比如说先进制成半导体，比如说人工智能和openai合作。

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这消息出来后，昨天美股夜盘涨幅超20%。 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 我以为以上涨幅很不错了，结果昨晚美股开盘后，最高涨幅接近40%，不过以35.53%收盘，不过需要注意盘中交易这公司换手率为45.2%。 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 我以为这就完了，结果盘后还继续上涨，涨幅为13.16%。 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 这一波下来盘中＋盘后TEM涨幅超50%，可以说这一波佩洛西带货很成功（TEM也借由她算是扩大了知名度），可以看下她去年的记录：根据追踪国会议员交易活动的分析公司Unusual Whales的数据，佩洛西的投资组合在2024年盈利了70.9%。 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 说完了佩洛西，那就回到我自己了，我最早买入TEM，是在2024年9约23日，之后经过了四次加仓，成为我的第一大持仓，成本价为49.48，关于该股票的持仓数据可以在我之前美股实盘的文章中看","text":"$Tempus AI(TEM)$ 昨天“国会山股神”南希·佩洛西公布了她的多笔交易，其中有一笔交易跟Tempus AI有关：购买了50份Tempus AI 的看涨期权。 这消息出来后，昨天美股夜盘涨幅超20%。 我以为以上涨幅很不错了，结果昨晚美股开盘后，最高涨幅接近40%，不过以35.53%收盘，不过需要注意盘中交易这公司换手率为45.2%。 我以为这就完了，结果盘后还继续上涨，涨幅为13.16%。 这一波下来盘中＋盘后TEM涨幅超50%，可以说这一波佩洛西带货很成功（TEM也借由她算是扩大了知名度），可以看下她去年的记录：根据追踪国会议员交易活动的分析公司Unusual Whales的数据，佩洛西的投资组合在2024年盈利了70.9%。 说完了佩洛西，那就回到我自己了，我最早买入TEM，是在2024年9约23日，之后经过了四次加仓，成为我的第一大持仓，成本价为49.48，关于该股票的持仓数据可以在我之前美股实盘的文章中看","images":[{"img":"https://static.tigerbbs.com/e181340a882ef304939f98e8062a8708","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395268434301344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395562108559776,"gmtCreate":1737600553620,"gmtModify":1737602055939,"author":{"id":"3465859609327435","authorId":"3465859609327435","name":"富水长流","avatar":"https://static.tigerbbs.com/448f7e786b487b36be3d4c1c0dceacdf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465859609327435","authorIdStr":"3465859609327435"},"themes":[],"htmlText":"京东估值被低估了，各个方面都是被低估的","listText":"京东估值被低估了，各个方面都是被低估的","text":"京东估值被低估了，各个方面都是被低估的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395562108559776","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346842329575704,"gmtCreate":1725707623723,"gmtModify":1725713855646,"author":{"id":"3465859609327435","authorId":"3465859609327435","name":"富水长流","avatar":"https://static.tigerbbs.com/448f7e786b487b36be3d4c1c0dceacdf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465859609327435","authorIdStr":"3465859609327435"},"themes":[],"htmlText":"苹果公司永远是最新应用新技术的公司之一，无论是软件和硬件方面都是最新的最先进的之一。比如说先进制成半导体，比如说人工智能和openai合作。","listText":"苹果公司永远是最新应用新技术的公司之一，无论是软件和硬件方面都是最新的最先进的之一。比如说先进制成半导体，比如说人工智能和openai合作。","text":"苹果公司永远是最新应用新技术的公司之一，无论是软件和硬件方面都是最新的最先进的之一。比如说先进制成半导体，比如说人工智能和openai合作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346842329575704","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}