DeepValueMaking的个人主页 - 老虎社区

DeepValueMaking

DeepValueMaking

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IP属地：北京

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23粉丝

6主题

0勋章

DeepValueMaking

03-27

‌$MINIMAX-WP(00100)$ ‌今天主要是散户砸盘

DeepValueMaking

03-23

$MINIMAX-WP(00100)$ 走起

DeepValueMaking

03-20

‌$MINIMAX-WP(00100)$ ‌破1000

DeepValueMaking

03-19

‌$MINIMAX-WP(00100)$ ‌下午就破1000了

DeepValueMaking

03-18

$MINIMAX-WP(00100)$ 冲击1200

DeepValueMaking

03-13

‌$MINIMAX-WP(00100)$ ‌现在要等下一个利好消息才能涨起来。

DeepValueMaking

03-10

‌$奈飞(NFLX)$ ‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子

DeepValueMaking

03-09

过几天又要澄清了。

美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外

DeepValueMaking

03-09

$智谱(02513)$ 隔壁快涨到1000了

DeepValueMaking

03-06

$智谱(02513)$ 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。

DeepValueMaking

03-05

‌$蜜雪集团(02097)$ ‌热度没了

DeepValueMaking

03-04

你怎么说都有理。。

异动解读 | 全球AI情绪降温，智谱盘中大跌5.30%

DeepValueMaking

02-26

‌$百度(BIDU)$ ‌财报还可以，不知股价为什么跌。

DeepValueMaking

02-26

‌$智谱(02513)$ ‌‌英伟达的财报应该是AI股的大利好，今天冲破700.

DeepValueMaking

02-25

‌$智谱(02513)$ ‌我觉得写这些股评文章都是扯淡，顶多就是马后炮。股市变化无常，连巴菲特都预测不了。

DeepValueMaking

02-25

‌$智谱(02513)$ ‌今天冲破700

DeepValueMaking

02-24

‌$智谱(02513)$ ‌今天应该恢复到700以上

DeepValueMaking

02-23

$智谱(02513)$ 一手就跌14000

DeepValueMaking

02-16

‌$智谱(02513)$ ‌出货过年

DeepValueMaking

02-13

$智谱(02513)$ 上蹿下跳太刺激了。

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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 走起","text":"$MINIMAX-WP(00100)$ 走起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545676963845600","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544692738798656,"gmtCreate":1773990989909,"gmtModify":1773990991987,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌破1000","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌破1000","text":"‌$MINIMAX-WP(00100)$ ‌破1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544692738798656","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544223908111656,"gmtCreate":1773892665994,"gmtModify":1773892668308,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌下午就破1000了","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌下午就破1000了","text":"‌$MINIMAX-WP(00100)$ ‌下午就破1000了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544223908111656","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543892184817888,"gmtCreate":1773811747955,"gmtModify":1773811750018,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 冲击1200","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 冲击1200","text":"$MINIMAX-WP(00100)$ 冲击1200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543892184817888","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542088429821968,"gmtCreate":1773371375650,"gmtModify":1773371377326,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌现在要等下一个利好消息才能涨起来。","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌现在要等下一个利好消息才能涨起来。","text":"‌$MINIMAX-WP(00100)$ ‌现在要等下一个利好消息才能涨起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542088429821968","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541180777955344,"gmtCreate":1773149780956,"gmtModify":1773151730192,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ &nbsp;</a>‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子","listText":"‌<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ &nbsp;</a>‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子","text":"‌$奈飞(NFLX)$ ‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/541180777955344","isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540806718845856,"gmtCreate":1773051027535,"gmtModify":1773051030337,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"过几天又要澄清了。","listText":"过几天又要澄清了。","text":"过几天又要澄清了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540806718845856","repostId":"1123083864","repostType":2,"repost":{"id":"1123083864","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1773019362,"share":"https://www.laohu8.com/m/news/1123083864?lang=zh_CN&edition=full","pubTime":"2026-03-09 09:22","market":"us","language":"zh","title":"美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外","url":"https://stock-news.laohu8.com/highlight/detail?id=1123083864","media":"异动解读","summary":"该产品将采用三星电子和SK海力士的HBM4。","content":"<html><head></head><body><p>周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d2d256a69ff29f6f2ba24bbf7f37a\" tg-width=\"1173\" tg-height=\"417\"/></p><p>作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123083864","content_text":"周一， 美光科技 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540762079629360,"gmtCreate":1773040199442,"gmtModify":1773040494673,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 隔壁快涨到1000了","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 隔壁快涨到1000了","text":"$智谱(02513)$ 隔壁快涨到1000了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/540762079629360","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539703017722256,"gmtCreate":1772781489015,"gmtModify":1772781491377,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","text":"$智谱(02513)$ 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539703017722256","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539283803977408,"gmtCreate":1772680206263,"gmtModify":1772680208304,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ &nbsp;</a>‌热度没了","listText":"‌<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ &nbsp;</a>‌热度没了","text":"‌$蜜雪集团(02097)$ ‌热度没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539283803977408","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538999885399704,"gmtCreate":1772610858012,"gmtModify":1772610860607,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"你怎么说都有理。。","listText":"你怎么说都有理。。","text":"你怎么说都有理。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538999885399704","repostId":"1135228660","repostType":2,"repost":{"id":"1135228660","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1772610180,"share":"https://www.laohu8.com/m/news/1135228660?lang=zh_CN&edition=full","pubTime":"2026-03-04 15:43","market":"us","language":"zh","title":"异动解读 | 全球AI情绪降温，智谱盘中大跌5.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135228660","media":"异动解读","summary":"智谱（02513）今日盘中股价出现大幅下跌，跌幅达5.30%，引起市场关注。消息面上，此次下跌与全球人工智能（AI）领域投资情绪降温有关。据报道，伴随全球AI情绪降温，智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为，这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。智谱作为港股“大模型第一股”，其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发，并拥有广泛的客户基础，但在激烈的市场竞争和快速变化的市场情绪下，股价难免出现波动。","content":"<p>智谱（02513）今日盘中股价出现大幅下跌，跌幅达5.30%，引起市场关注。</p><p>消息面上，此次下跌与全球人工智能（AI）领域投资情绪降温有关。据报道，伴随全球AI情绪降温，智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为，这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。</p><p>智谱作为港股“大模型第一股”，其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发，并拥有广泛的客户基础，但在激烈的市场竞争和快速变化的市场情绪下，股价难免出现波动。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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15:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>智谱（02513）今日盘中股价出现大幅下跌，跌幅达5.30%，引起市场关注。</p><p>消息面上，此次下跌与全球人工智能（AI）领域投资情绪降温有关。据报道，伴随全球AI情绪降温，智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为，这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。</p><p>智谱作为港股“大模型第一股”，其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发，并拥有广泛的客户基础，但在激烈的市场竞争和快速变化的市场情绪下，股价难免出现波动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02513":"智谱"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135228660","content_text":"智谱（02513）今日盘中股价出现大幅下跌，跌幅达5.30%，引起市场关注。消息面上，此次下跌与全球人工智能（AI）领域投资情绪降温有关。据报道，伴随全球AI情绪降温，智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为，这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。智谱作为港股“大模型第一股”，其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发，并拥有广泛的客户基础，但在激烈的市场竞争和快速变化的市场情绪下，股价难免出现波动。","news_type":1,"symbols_score_info":{"02513":1}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536944222627368,"gmtCreate":1772110853030,"gmtModify":1772110854965,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a 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