+关注
美股总舵主
这家伙很懒什么都不留下
IP属地：浙江
43
关注
0
粉丝
0
主题
0
勋章
主贴
热门
美股总舵主
02-21
$阿里巴巴(BABA)$
明天必跌回调，利好出尽，等一下波资金进来
美股总舵主
01-28
$英伟达(NVDA)$
deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司
美股总舵主
01-28
Replying to
@太阳下的真汉子
:当思普尼特克升空的时候，你依然还是天空底下的真汉子//
@太阳下的真汉子
:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3504685758377507","uuid":"3504685758377507","gmtCreate":1541821878661,"gmtModify":1737997693562,"name":"美股总舵主","pinyin":"mgzdzmeiguzongduozhu","introduction":"","introductionEn":"","signature":"这家伙很懒什么都不留下","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hatId":"shopping-fd556ad1f8a0f9099df9398fe69bf93e","hatName":"2025新年头像框","vip":1,"status":2,"fanSize":0,"headSize":43,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.03","exceedPercentage":"80.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.20","exceedPercentage":"80.82%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":21,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":405734461243664,"gmtCreate":1740083174075,"gmtModify":1740087258080,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> 明天必跌回调，利好出尽，等一下波资金进来","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> 明天必跌回调，利好出尽，等一下波资金进来","text":"$阿里巴巴(BABA)$ 明天必跌回调，利好出尽，等一下波资金进来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/405734461243664","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397212939043200,"gmtCreate":1737998252540,"gmtModify":1738000939056,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","text":"$英伟达(NVDA)$ deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/397212939043200","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"content":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","text":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","html":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397133492904496,"gmtCreate":1737997688107,"gmtModify":1737997703248,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:当思普尼特克升空的时候，你依然还是天空底下的真汉子//<a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了","listText":"Replying to <a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:当思普尼特克升空的时候，你依然还是天空底下的真汉子//<a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了","text":"Replying to @太阳下的真汉子:当思普尼特克升空的时候，你依然还是天空底下的真汉子//@太阳下的真汉子:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397133492904496","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":397212939043200,"gmtCreate":1737998252540,"gmtModify":1738000939056,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","text":"$英伟达(NVDA)$ deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/397212939043200","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"content":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","text":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","html":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405734461243664,"gmtCreate":1740083174075,"gmtModify":1740087258080,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> 明天必跌回调，利好出尽，等一下波资金进来","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> 明天必跌回调，利好出尽，等一下波资金进来","text":"$阿里巴巴(BABA)$ 明天必跌回调，利好出尽，等一下波资金进来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/405734461243664","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397133492904496,"gmtCreate":1737997688107,"gmtModify":1737997703248,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:当思普尼特克升空的时候，你依然还是天空底下的真汉子//<a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了","listText":"Replying to <a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:当思普尼特克升空的时候，你依然还是天空底下的真汉子//<a href=\"https://laohu8.com/U/3559541181633493\">@太阳下的真汉子</a>:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了","text":"Replying to @太阳下的真汉子:当思普尼特克升空的时候，你依然还是天空底下的真汉子//@太阳下的真汉子:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397133492904496","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
