+关注
辉_0738
暂无个人介绍
IP属地:湖北
28
关注
1
粉丝
6
主题
0
勋章
主贴
热门
辉_0738
2024-12-12
英伟达垄断全球98%AI芯片算力,不用英伟达AI芯片,等于和人工智能说拜拜。反垄断调查,对英伟达,毫无影响!
辉_0738
2024-11-12
英国巴菲特?人工智能是什么,他都不知道吧?纯属智障一个!
抱歉,原内容已删除
辉_0738
2024-06-06
美国犹太财团,也持有大量英伟达股票,你猜,美国的犹太财团,会不会搞美国那些反垄断的人?
抱歉,原内容已删除
辉_0738
2024-03-13
这篇文章不错,转发给大家看
抱歉,原内容已删除
辉_0738
2024-03-08
这篇文章不错,转发给大家看
@小虎访谈:【小虎访谈】波波斯基:英伟达赚一套别墅!北大博士的1000%收益率之路如何炼成?
辉_0738
2024-01-26
看看就行,别当真了!
抱歉,原内容已删除
辉_0738
2024-01-09
这篇文章不错,转发给大家看
@AIxplorer:英伟达,终于出事了
辉_0738
2023-08-29
这篇文章不错,转发给大家看
@发發虎:【一起发财】抄底英伟达,他的股票涨了1073%
辉_0738
2023-08-23
这篇文章不错,转发给大家看
@投资银行在线:段永平对苹果、茅台、腾讯的思考
辉_0738
2023-08-09
这篇文章不错,转发给大家看
@老石谈芯: 英伟达最强推销员黄仁勋,如何卖出一个万亿芯片帝国?
辉_0738
2023-07-13
这篇文章不错,转发给大家看
@AIxplorer:AI「军火商」英伟达|大公司
辉_0738
2023-07-05
这篇文章不错,转发给大家看
抱歉,原内容已删除
辉_0738
2023-06-28
拜登个蠢货,迟早会被赶下台,AI芯片触及太多人利益,如果被禁止出口,拜登明年不用竞选了,直接会被背后的财阀扫地出门。
抱歉,原内容已删除
辉_0738
2023-06-23
这篇文章不错,转发给大家看
@小虎访谈:【小虎访谈】美股今年牛市特征很明显,下半年投资机会大分享
辉_0738
2023-05-26
我相信大家都看到了吧? 英伟达9200亿美金。 英特尔只有1100亿美金。 最重要的是英特尔的gpu服务器业务已经反超了英特尔的CPU服务器业务。 这是双杀。 所以,谁学英特尔谁死。 谁学英伟达,AMD和苹果谁活。 继续要学,就要学正确的,代表未来的,去学一个即将没落的贵族,怎么死的都不知道。 期待明年gpgpu的加速卡尽快落地,ai是未来!
抱歉,原内容已删除
辉_0738
2023-05-10
这篇文章不错,转发给大家看
@乘枫破浪:苹果的未来还值得期待吗(三):苹果的竞争优势
辉_0738
2023-05-01
还挤牙膏吗?亏的爽吗?
抱歉,原内容已删除
辉_0738
2022-10-25
这篇文章不错,转发给大家看
抱歉,原内容已删除
辉_0738
2022-08-16
这篇文章不错,转发给大家看
抱歉,原内容已删除
辉_0738
2022-05-30
这篇文章不错,转发给大家看
@阿强观港美股:如何投资才能赚钱呢?做到长期主义
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3541015803020623","uuid":"3541015803020623","gmtCreate":1577921780719,"gmtModify":1577934586657,"name":"辉_0738","pinyin":"h0738hui0738","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":28,"tweetSize":85,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"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":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"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":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"湖北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":380820862345408,"gmtCreate":1733982946021,"gmtModify":1733982950991,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"英伟达垄断全球98%AI芯片算力,不用英伟达AI芯片,等于和人工智能说拜拜。反垄断调查,对英伟达,毫无影响!","listText":"英伟达垄断全球98%AI芯片算力,不用英伟达AI芯片,等于和人工智能说拜拜。反垄断调查,对英伟达,毫无影响!","text":"英伟达垄断全球98%AI芯片算力,不用英伟达AI芯片,等于和人工智能说拜拜。反垄断调查,对英伟达,毫无影响!","images":[{"img":"https://static.tigerbbs.com/bb26e8c85d6f76610cc8357d43640878","width":"1080","height":"1373"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/380820862345408","isVote":1,"tweetType":1,"viewCount":13911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554028378385603","authorId":"3554028378385603","name":"小鸡吃米图","avatar":"https://static.tigerbbs.com/d6f8475a6b8b33a14feba4e54b16e419","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3554028378385603","idStr":"3554028378385603"},"content":"不用就不用 有啥可牛逼的 买其他公司的差点就差点 ,它又不是苹果和特斯拉 芯片可选性太多","text":"不用就不用 有啥可牛逼的 买其他公司的差点就差点 ,它又不是苹果和特斯拉 芯片可选性太多","html":"不用就不用 有啥可牛逼的 买其他公司的差点就差点 ,它又不是苹果和特斯拉 芯片可选性太多"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370076358987784,"gmtCreate":1731368392260,"gmtModify":1731375143306,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"英国巴菲特?人工智能是什么,他都不知道吧?纯属智障一个!","listText":"英国巴菲特?人工智能是什么,他都不知道吧?纯属智障一个!","text":"英国巴菲特?人工智能是什么,他都不知道吧?纯属智障一个!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370076358987784","repostId":"2482727012","repostType":2,"isVote":1,"tweetType":1,"viewCount":5778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313975669805224,"gmtCreate":1717674567597,"gmtModify":1717678888772,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"美国犹太财团,也持有大量英伟达股票,你猜,美国的犹太财团,会不会搞美国那些反垄断的人?","listText":"美国犹太财团,也持有大量英伟达股票,你猜,美国的犹太财团,会不会搞美国那些反垄断的人?","text":"美国犹太财团,也持有大量英伟达股票,你猜,美国的犹太财团,会不会搞美国那些反垄断的人?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313975669805224","repostId":"1169190514","repostType":2,"isVote":1,"tweetType":1,"viewCount":5272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283676252618872,"gmtCreate":1710295732170,"gmtModify":1710295733844,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283676252618872","repostId":"2418586727","repostType":2,"isVote":1,"tweetType":1,"viewCount":5228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282123602444520,"gmtCreate":1709906219222,"gmtModify":1709906220969,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282123602444520","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1745023168205,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【小虎访谈】波波斯基:英伟达赚一套别墅!北大博士的1000%收益率之路如何炼成?","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅, <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底,他押注了未来科技的发展与芯片的方向,做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定!自22年底算起,他的收益率已有10倍![美金]当前,他认为英伟达估值还不算高,在2024年可以维持在1000到1300 这个区间,而在2026年之前是看不到增长尽头的。此外,他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ,虽然虽然现在已经有了一定的涨幅,但长期而言,仍然在底部区域。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下A:我是一个大学老师,副教授,现","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅, <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底,他押注了未来科技的发展与芯片的方向,做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定!自22年底算起,他的收益率已有10倍![美金]当前,他认为英伟达估值还不算高,在2024年可以维持在1000到1300 这个区间,而在2026年之前是看不到增长尽头的。此外,他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ,虽然虽然现在已经有了一定的涨幅,但长期而言,仍然在底部区域。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下A:我是一个大学老师,副教授,现","text":"$超微电脑(SMCI)$ 赚了一辆车, $英伟达(NVDA)$ 赚一套别墅, $腾讯控股(00700)$ 挣了140万, $特斯拉(TSLA)$ 、 $拼多多(PDD)$ 都赚了10倍......各位虎友们好,本周要与我们分享的虎友是 @波波斯基 。在21年底,他押注了未来科技的发展与芯片的方向,做出了第一重仓 $英伟达(NVDA)$ 、第二重仓 $Meta Platforms(META)$ 的决定!自22年底算起,他的收益率已有10倍![美金]当前,他认为英伟达估值还不算高,在2024年可以维持在1000到1300 这个区间,而在2026年之前是看不到增长尽头的。此外,他还看好今年数字货币概念股的表现 $Coinbase Global, Inc.(COIN)$ ,虽然虽然现在已经有了一定的涨幅,但长期而言,仍然在底部区域。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下A:我是一个大学老师,副教授,现","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/7b64f8e5ece5e83d27629ba786c55eb0","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/ec6864670cdd856e63c3104e5497a99e","width":"1284","height":"1385"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282013866618976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267282538078256,"gmtCreate":1706278941197,"gmtModify":1706278942726,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"看看就行,别当真了!","listText":"看看就行,别当真了!","text":"看看就行,别当真了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267282538078256","repostId":"1174680443","repostType":4,"isVote":1,"tweetType":1,"viewCount":6400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261323763011632,"gmtCreate":1704809905356,"gmtModify":1704809906808,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261323763011632","repostId":"261185120423976","repostType":1,"repost":{"id":261185120423976,"gmtCreate":1704793880517,"gmtModify":1744961036998,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"AIxplorer","avatar":"https://static.tigerbbs.com/29e4e2ba919f782dbfad1b78b331945f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010366","idStr":"10000000000010366"},"themes":[],"title":"英伟达,终于出事了","htmlText":"先有仁勋后有天,显卡在手虐神仙 ——互联网流行语图片阉割近些年,风头最劲的科技巨头,当属黄仁勋的英伟达帝国。十年间,英伟达的股价暴涨120倍,2023年,英伟达利润更是暴涨8倍,它的显卡被称为“核弹”,一货难求,限制它扩张欲望的,只有产能。chatGPT横空出世,引发AI革命后,英伟达更是抢占了当前风口最盛的新兴行业——AI芯片的60%份额。华尔街分析师表示,全球巨头正在人工智能领域开启战争,英伟达是唯一的军火商——不管谁赢,背后的英伟达都赢麻了。然而,英伟达手中的“核弹”开始冒烟了。2024年1月7日,美国《华尔街日报》发布报道:英伟达的“阉割版”芯片,正在遭到中国用户抵制。去年10月,美国发布了对华AI芯片禁令,英伟达快速推出了新的“阉割版”芯片,试图在中国这个全球最大芯片市场继续保持垄断。新芯片叫RTX4090D,D代表Dragon,象征中国的2024龙年,目前只在中国大陆销售、据估算,这款新芯片比RTX4090的性能低了5%左右。然而,据报道中国客户对这款芯片十分冷漠,阿里和腾讯向英伟达表示,它们今年订购的芯片远远低于原计划。中国买家担心,由于美国的芯片出口管制和性能限制,英伟达将随时可能断供。《华尔街日报》把目标对准了华为等中国本土企业,他们认为,英伟达的订单,正在大量被华为抢走。黄仁勋也承认:华为是英伟达的强劲对手。图片十年树木种下一棵树,最好的时机是十年前。2012年,正是AI布局之年。被誉为“机器学习之父”的华人工程师吴恩达,带着谷歌团队推出了他们的深度学习网络——谷歌猫。他们用1000台计算机,16000枚CPU芯片做了一个“猫脸识别系统”,喂给了AI几百万张猫脸照片,教会AI识别猫咪,达到了74.8%的准确率。11年后,毁灭了无数美工妹子饭碗的OpenAI,正是这些萌萌哒的猫咪。图片AI的革命时代,开始埋下伏笔。作为前浪的谷歌,很快被拍死在了沙滩上,几个","listText":"先有仁勋后有天,显卡在手虐神仙 ——互联网流行语图片阉割近些年,风头最劲的科技巨头,当属黄仁勋的英伟达帝国。十年间,英伟达的股价暴涨120倍,2023年,英伟达利润更是暴涨8倍,它的显卡被称为“核弹”,一货难求,限制它扩张欲望的,只有产能。chatGPT横空出世,引发AI革命后,英伟达更是抢占了当前风口最盛的新兴行业——AI芯片的60%份额。华尔街分析师表示,全球巨头正在人工智能领域开启战争,英伟达是唯一的军火商——不管谁赢,背后的英伟达都赢麻了。然而,英伟达手中的“核弹”开始冒烟了。2024年1月7日,美国《华尔街日报》发布报道:英伟达的“阉割版”芯片,正在遭到中国用户抵制。去年10月,美国发布了对华AI芯片禁令,英伟达快速推出了新的“阉割版”芯片,试图在中国这个全球最大芯片市场继续保持垄断。新芯片叫RTX4090D,D代表Dragon,象征中国的2024龙年,目前只在中国大陆销售、据估算,这款新芯片比RTX4090的性能低了5%左右。然而,据报道中国客户对这款芯片十分冷漠,阿里和腾讯向英伟达表示,它们今年订购的芯片远远低于原计划。中国买家担心,由于美国的芯片出口管制和性能限制,英伟达将随时可能断供。《华尔街日报》把目标对准了华为等中国本土企业,他们认为,英伟达的订单,正在大量被华为抢走。黄仁勋也承认:华为是英伟达的强劲对手。图片十年树木种下一棵树,最好的时机是十年前。2012年,正是AI布局之年。被誉为“机器学习之父”的华人工程师吴恩达,带着谷歌团队推出了他们的深度学习网络——谷歌猫。他们用1000台计算机,16000枚CPU芯片做了一个“猫脸识别系统”,喂给了AI几百万张猫脸照片,教会AI识别猫咪,达到了74.8%的准确率。11年后,毁灭了无数美工妹子饭碗的OpenAI,正是这些萌萌哒的猫咪。图片AI的革命时代,开始埋下伏笔。作为前浪的谷歌,很快被拍死在了沙滩上,几个","text":"先有仁勋后有天,显卡在手虐神仙 ——互联网流行语图片阉割近些年,风头最劲的科技巨头,当属黄仁勋的英伟达帝国。十年间,英伟达的股价暴涨120倍,2023年,英伟达利润更是暴涨8倍,它的显卡被称为“核弹”,一货难求,限制它扩张欲望的,只有产能。chatGPT横空出世,引发AI革命后,英伟达更是抢占了当前风口最盛的新兴行业——AI芯片的60%份额。华尔街分析师表示,全球巨头正在人工智能领域开启战争,英伟达是唯一的军火商——不管谁赢,背后的英伟达都赢麻了。然而,英伟达手中的“核弹”开始冒烟了。2024年1月7日,美国《华尔街日报》发布报道:英伟达的“阉割版”芯片,正在遭到中国用户抵制。去年10月,美国发布了对华AI芯片禁令,英伟达快速推出了新的“阉割版”芯片,试图在中国这个全球最大芯片市场继续保持垄断。新芯片叫RTX4090D,D代表Dragon,象征中国的2024龙年,目前只在中国大陆销售、据估算,这款新芯片比RTX4090的性能低了5%左右。然而,据报道中国客户对这款芯片十分冷漠,阿里和腾讯向英伟达表示,它们今年订购的芯片远远低于原计划。中国买家担心,由于美国的芯片出口管制和性能限制,英伟达将随时可能断供。《华尔街日报》把目标对准了华为等中国本土企业,他们认为,英伟达的订单,正在大量被华为抢走。黄仁勋也承认:华为是英伟达的强劲对手。图片十年树木种下一棵树,最好的时机是十年前。2012年,正是AI布局之年。被誉为“机器学习之父”的华人工程师吴恩达,带着谷歌团队推出了他们的深度学习网络——谷歌猫。他们用1000台计算机,16000枚CPU芯片做了一个“猫脸识别系统”,喂给了AI几百万张猫脸照片,教会AI识别猫咪,达到了74.8%的准确率。11年后,毁灭了无数美工妹子饭碗的OpenAI,正是这些萌萌哒的猫咪。图片AI的革命时代,开始埋下伏笔。作为前浪的谷歌,很快被拍死在了沙滩上,几个","images":[{"img":"https://static.tigerbbs.com/f562523ef8107a27356c0c198a0f5ef8","width":"1080","height":"152"},{"img":"https://static.tigerbbs.com/f6c333345e8f97b4821f4afe85bc008d","width":"1080","height":"152"},{"img":"https://static.tigerbbs.com/6113e42156f1faed050d926c96a8eadd","width":"720","height":"656"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261185120423976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214133485076712,"gmtCreate":1693319521188,"gmtModify":1693319522961,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214133485076712","repostId":"214186212479144","repostType":1,"repost":{"id":214186212479144,"gmtCreate":1693309042258,"gmtModify":1693309061106,"author":{"id":"3527667609076620","authorId":"3527667609076620","name":"发發虎","avatar":"https://static.tigerbbs.com/a13a8024fdb84b92780aefe022e21dde","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667609076620","idStr":"3527667609076620"},"themes":[],"title":"【一起发财】抄底英伟达,他的股票涨了1073%","htmlText":"本周有虎友通过抄底 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 暴赚1073%以上,发生了啥?他是如何做到的?这篇文章就跟大家一起探讨一下他的发财秘籍,祝所有看到的朋友们都能发财。先上图!恭喜虎友 <a href=\"https://laohu8.com/U/3458003124812160\">@不得不佩服老美</a> 收获155%的股票收益恭喜虎友 <a href=\"https://laohu8.com/U/3452936632054541\">@Juliusdk</a> 收获58%的股票收益恭喜虎友 <a href=\"https://laohu8.com/U/129440838834460\">@当时我就震惊了</a> 收获1073%的股票收益欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获的老虎专访,赢取老虎限量周边。上周英伟达再度公布了亮眼的财报,二季度英伟达营收135亿美元,分析师预期110亿美元;调整后净利润67亿美元,分析师预期52亿:无论是营收还是净利润,英伟达都大幅超出了分析师的预期。而且英伟达不仅轻松交出了一份远超预期的财报,还公布了又一份耀眼的业绩展望,理由是预计供应会增加,这无疑缓解了人们对AI热潮驱动下的涨势是昙花一现的担忧。英伟达首席执行官黄仁勋(Jensen Huang)在接受《华尔街日报》(The Wall Street Journal)采访时表示,英伟达的出货量距离满足需求仍有很大一段距离。这意味着即使在连续两个季度创下历史新高之后,该公司仍有更多的上升空间。受此消息影响,英伟达财报后一度大涨10%。相信有不少朋友参与过英伟达股票或者期权的投资,欢迎各位虎友在本帖评论区晒晒你赚了多少钱,或者晒单关联主题“","listText":"本周有虎友通过抄底 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 暴赚1073%以上,发生了啥?他是如何做到的?这篇文章就跟大家一起探讨一下他的发财秘籍,祝所有看到的朋友们都能发财。先上图!恭喜虎友 <a href=\"https://laohu8.com/U/3458003124812160\">@不得不佩服老美</a> 收获155%的股票收益恭喜虎友 <a href=\"https://laohu8.com/U/3452936632054541\">@Juliusdk</a> 收获58%的股票收益恭喜虎友 <a href=\"https://laohu8.com/U/129440838834460\">@当时我就震惊了</a> 收获1073%的股票收益欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获的老虎专访,赢取老虎限量周边。上周英伟达再度公布了亮眼的财报,二季度英伟达营收135亿美元,分析师预期110亿美元;调整后净利润67亿美元,分析师预期52亿:无论是营收还是净利润,英伟达都大幅超出了分析师的预期。而且英伟达不仅轻松交出了一份远超预期的财报,还公布了又一份耀眼的业绩展望,理由是预计供应会增加,这无疑缓解了人们对AI热潮驱动下的涨势是昙花一现的担忧。英伟达首席执行官黄仁勋(Jensen Huang)在接受《华尔街日报》(The Wall Street Journal)采访时表示,英伟达的出货量距离满足需求仍有很大一段距离。这意味着即使在连续两个季度创下历史新高之后,该公司仍有更多的上升空间。受此消息影响,英伟达财报后一度大涨10%。相信有不少朋友参与过英伟达股票或者期权的投资,欢迎各位虎友在本帖评论区晒晒你赚了多少钱,或者晒单关联主题“","text":"本周有虎友通过抄底 $英伟达(NVDA)$ 暴赚1073%以上,发生了啥?他是如何做到的?这篇文章就跟大家一起探讨一下他的发财秘籍,祝所有看到的朋友们都能发财。先上图!恭喜虎友 @不得不佩服老美 收获155%的股票收益恭喜虎友 @Juliusdk 收获58%的股票收益恭喜虎友 @当时我就震惊了 收获1073%的股票收益欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获的老虎专访,赢取老虎限量周边。上周英伟达再度公布了亮眼的财报,二季度英伟达营收135亿美元,分析师预期110亿美元;调整后净利润67亿美元,分析师预期52亿:无论是营收还是净利润,英伟达都大幅超出了分析师的预期。而且英伟达不仅轻松交出了一份远超预期的财报,还公布了又一份耀眼的业绩展望,理由是预计供应会增加,这无疑缓解了人们对AI热潮驱动下的涨势是昙花一现的担忧。英伟达首席执行官黄仁勋(Jensen Huang)在接受《华尔街日报》(The Wall Street Journal)采访时表示,英伟达的出货量距离满足需求仍有很大一段距离。这意味着即使在连续两个季度创下历史新高之后,该公司仍有更多的上升空间。受此消息影响,英伟达财报后一度大涨10%。相信有不少朋友参与过英伟达股票或者期权的投资,欢迎各位虎友在本帖评论区晒晒你赚了多少钱,或者晒单关联主题“","images":[{"img":"https://static.tigerbbs.com/2ac1c4d2d19aa3b43c9d13761f43d06b","width":"1280","height":"720"},{"img":"https://static.tigerbbs.com/6a533a4a16c083ef1e27f9c0f844934f","width":"1382","height":"1036"},{"img":"https://static.tigerbbs.com/14b97baaf9775073e58eaae5845057e7"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214186212479144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211894125592784,"gmtCreate":1692762923664,"gmtModify":1692762925360,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211894125592784","repostId":"209161316479016","repostType":1,"repost":{"id":209161316479016,"gmtCreate":1692082574132,"gmtModify":1747987558389,"author":{"id":"9000000000000034","authorId":"9000000000000034","name":"投资银行在线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000034","idStr":"9000000000000034"},"themes":[],"title":"段永平对苹果、茅台、腾讯的思考","htmlText":"1.苹果、茅台、腾讯的对比网友:段永平的话:我重仓苹果和茅台应该稍稍修改为“我低价重仓苹果和茅台”。不然现在天下都知道了苹果和茅台是好股,价格在天上飞,看了段总的话,心头一热,奋勇追进,结局真不好说。(2022-12-3)段:不会因为价钱掉了就后悔,但确实没能真的看透,所以下不了重手。网友:大道唯独对茅台和苹果买入的价格没那么敏感,好像基本是有钱就买。(2022-10-30)段:是的,苹果跌的多的时候我一定会买的,茅台经常会,腾讯有时候也会买一点。网友:确定的好是第一位的,从长期来看只有确定的好才可能是便宜的,或许苹果便宜些。(2022-8-7)段:是的,腾讯对我来说确定性比苹果小不少,这也是现阶段一直下不了决心多买的原因。苹果下来的时候我完全不用下决心就能下买单,不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易,我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实有些事情没想清楚。网友:我感觉大道有点后悔买入腾讯了,大道心中,腾讯的确定性不如苹果,茅台。(2022-10-5)段:虽然我们100出头就买了不少茅台,但我们1500-1800也还买了茅台啊,10年后看这个价钱应该是低价的。苹果我前天还卖了不少Put,put进来的部分就买了拿着,我说的是10年,一堆人不知道为什么在那里一天天算,你们那样看股市是很难赚钱的。网友:苹果到140,腾讯刚好掉到10%,在余钱有限的情况下,请问你怎样选择?(2022-3-8)段:我会买苹果,完全不犹豫,我更了解苹果。腾讯目前占我的比重非常低,目前对我的吸引力还没到让我卖掉任何别的股票去换的地步,但再掉几次说不定我就认真想象了。网友:我现在拿着茅台,腾讯,不知道十年后能不能财务自由?(2022-1-21)段:那也的看拿多少吧?拿着茅台和腾讯这种公司如果用10年计应该比拿着现金好,但不等于是赚大钱的东西,但肯定比赔钱钱很多。网友","listText":"1.苹果、茅台、腾讯的对比网友:段永平的话:我重仓苹果和茅台应该稍稍修改为“我低价重仓苹果和茅台”。不然现在天下都知道了苹果和茅台是好股,价格在天上飞,看了段总的话,心头一热,奋勇追进,结局真不好说。(2022-12-3)段:不会因为价钱掉了就后悔,但确实没能真的看透,所以下不了重手。网友:大道唯独对茅台和苹果买入的价格没那么敏感,好像基本是有钱就买。(2022-10-30)段:是的,苹果跌的多的时候我一定会买的,茅台经常会,腾讯有时候也会买一点。网友:确定的好是第一位的,从长期来看只有确定的好才可能是便宜的,或许苹果便宜些。(2022-8-7)段:是的,腾讯对我来说确定性比苹果小不少,这也是现阶段一直下不了决心多买的原因。苹果下来的时候我完全不用下决心就能下买单,不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易,我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实有些事情没想清楚。网友:我感觉大道有点后悔买入腾讯了,大道心中,腾讯的确定性不如苹果,茅台。(2022-10-5)段:虽然我们100出头就买了不少茅台,但我们1500-1800也还买了茅台啊,10年后看这个价钱应该是低价的。苹果我前天还卖了不少Put,put进来的部分就买了拿着,我说的是10年,一堆人不知道为什么在那里一天天算,你们那样看股市是很难赚钱的。网友:苹果到140,腾讯刚好掉到10%,在余钱有限的情况下,请问你怎样选择?(2022-3-8)段:我会买苹果,完全不犹豫,我更了解苹果。腾讯目前占我的比重非常低,目前对我的吸引力还没到让我卖掉任何别的股票去换的地步,但再掉几次说不定我就认真想象了。网友:我现在拿着茅台,腾讯,不知道十年后能不能财务自由?(2022-1-21)段:那也的看拿多少吧?拿着茅台和腾讯这种公司如果用10年计应该比拿着现金好,但不等于是赚大钱的东西,但肯定比赔钱钱很多。网友","text":"1.苹果、茅台、腾讯的对比网友:段永平的话:我重仓苹果和茅台应该稍稍修改为“我低价重仓苹果和茅台”。不然现在天下都知道了苹果和茅台是好股,价格在天上飞,看了段总的话,心头一热,奋勇追进,结局真不好说。(2022-12-3)段:不会因为价钱掉了就后悔,但确实没能真的看透,所以下不了重手。网友:大道唯独对茅台和苹果买入的价格没那么敏感,好像基本是有钱就买。(2022-10-30)段:是的,苹果跌的多的时候我一定会买的,茅台经常会,腾讯有时候也会买一点。网友:确定的好是第一位的,从长期来看只有确定的好才可能是便宜的,或许苹果便宜些。(2022-8-7)段:是的,腾讯对我来说确定性比苹果小不少,这也是现阶段一直下不了决心多买的原因。苹果下来的时候我完全不用下决心就能下买单,不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易,我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实有些事情没想清楚。网友:我感觉大道有点后悔买入腾讯了,大道心中,腾讯的确定性不如苹果,茅台。(2022-10-5)段:虽然我们100出头就买了不少茅台,但我们1500-1800也还买了茅台啊,10年后看这个价钱应该是低价的。苹果我前天还卖了不少Put,put进来的部分就买了拿着,我说的是10年,一堆人不知道为什么在那里一天天算,你们那样看股市是很难赚钱的。网友:苹果到140,腾讯刚好掉到10%,在余钱有限的情况下,请问你怎样选择?(2022-3-8)段:我会买苹果,完全不犹豫,我更了解苹果。腾讯目前占我的比重非常低,目前对我的吸引力还没到让我卖掉任何别的股票去换的地步,但再掉几次说不定我就认真想象了。网友:我现在拿着茅台,腾讯,不知道十年后能不能财务自由?(2022-1-21)段:那也的看拿多少吧?拿着茅台和腾讯这种公司如果用10年计应该比拿着现金好,但不等于是赚大钱的东西,但肯定比赔钱钱很多。网友","images":[{"img":"https://static.tigerbbs.com/80235cf7968d47faac2194c61bc28022"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209161316479016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207092064485560,"gmtCreate":1691588524145,"gmtModify":1691588525620,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207092064485560","repostId":"206407327539216","repostType":1,"repost":{"id":206407327539216,"gmtCreate":1691427652132,"gmtModify":1691428398061,"author":{"id":"3569392299692615","authorId":"3569392299692615","name":"老石谈芯","avatar":"https://static.tigerbbs.com/8a05c9d472c979ee2b1aff648049e826","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569392299692615","idStr":"3569392299692615"},"themes":[],"htmlText":"\n \n \n 英伟达最强推销员黄仁勋,如何卖出一个万亿芯片帝国?\n \n","listText":"英伟达最强推销员黄仁勋,如何卖出一个万亿芯片帝国?","text":"英伟达最强推销员黄仁勋,如何卖出一个万亿芯片帝国?","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206407327539216","isVote":1,"tweetType":2,"object":{"id":"bc4564a655644c5dbac3ab27a05ec074","tweetId":"206407327539216","title":"英伟达最强推销员黄仁勋,如何卖出一个万亿芯片帝国?","videoUrl":"http://v.tigerbbs.com/1691427642498d2cff93275bcf1ae1fdbfd83573efa7b.mp4","poster":"https://static.tigerbbs.com/3c11bc9f914756df6de4453900854ff0","shareLink":"http://v.tigerbbs.com/1691427642498d2cff93275bcf1ae1fdbfd83573efa7b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197540241940584,"gmtCreate":1689257291129,"gmtModify":1689257292420,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197540241940584","repostId":"197066945212416","repostType":1,"repost":{"id":197066945212416,"gmtCreate":1689141609394,"gmtModify":1689141673309,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"AIxplorer","avatar":"https://static.tigerbbs.com/29e4e2ba919f782dbfad1b78b331945f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010366","idStr":"10000000000010366"},"themes":[],"title":"AI「军火商」英伟达|大公司","htmlText":"5月25日,英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 发布2024财年第一季度财报(编注:英伟达的财年要比自然年早近一年),期内实现收入71.92亿美元,同比下降13%。换作别的企业,这绝对是一个会引发投资者抛售股票的坏消息,但是财报发布当日,英伟达的股价飙升了近30%,市值净增长超过2000亿美元。市场之所以像打鸡血一样看涨这只股票,是因为财报显示今年前三个月,英伟达的AI芯片收入同比增长了14%。在财报电话会议中,首席财务官科莱特·克雷斯(Colette Kress)透露,下一季度的预期收入将会是创纪录的110亿美元,远远高于之前分析师预计的71.5亿美元。不会有人质疑克雷斯的高调预言。大家都看到了,年初由ChatGPT引发的这场全球技术巨头的「大语言模型」之战,让作为「军火商」的英伟达赚翻了。ChatGPT是OpenAI基于大模型技术推出的聊天机器人,比尔·盖茨称它为1980年图形界面以来计算机领域最具革命性的技术进步,人类首次可以用自然语言的方式向计算机提问,它还能以「007」的节奏不知疲倦地为我们完成各种繁琐的案头工作:撰写文稿、分析报表、修改论文、创建代码等等⋯⋯谁都能感知到,这是一个多么巨大的时代机遇。推出大模型已经成为全球每一家有实力的技术公司的首要任务,它们迅速制定自己的大模型开发战略—有开源的、闭源的,有单一模态的、多模态的,有泛用的、垂直的。大模型中的「大」,是指这些模型的参数规模,虽然科学家们对于堆参数能否继续提升模型质量仍有争论,但目前主流的商用模型参数都在千亿级以上。训练这样的模型,对应的是极大的计算量。作为微软全力扶持的AI创业公司,OpenAI拥有微软Azure云最高优先级的支持—约有2.5万个英伟达GPU正在支持GPT大模型的训练,这是目前世界上规模最庞大的AI服务器之一","listText":"5月25日,英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 发布2024财年第一季度财报(编注:英伟达的财年要比自然年早近一年),期内实现收入71.92亿美元,同比下降13%。换作别的企业,这绝对是一个会引发投资者抛售股票的坏消息,但是财报发布当日,英伟达的股价飙升了近30%,市值净增长超过2000亿美元。市场之所以像打鸡血一样看涨这只股票,是因为财报显示今年前三个月,英伟达的AI芯片收入同比增长了14%。在财报电话会议中,首席财务官科莱特·克雷斯(Colette Kress)透露,下一季度的预期收入将会是创纪录的110亿美元,远远高于之前分析师预计的71.5亿美元。不会有人质疑克雷斯的高调预言。大家都看到了,年初由ChatGPT引发的这场全球技术巨头的「大语言模型」之战,让作为「军火商」的英伟达赚翻了。ChatGPT是OpenAI基于大模型技术推出的聊天机器人,比尔·盖茨称它为1980年图形界面以来计算机领域最具革命性的技术进步,人类首次可以用自然语言的方式向计算机提问,它还能以「007」的节奏不知疲倦地为我们完成各种繁琐的案头工作:撰写文稿、分析报表、修改论文、创建代码等等⋯⋯谁都能感知到,这是一个多么巨大的时代机遇。推出大模型已经成为全球每一家有实力的技术公司的首要任务,它们迅速制定自己的大模型开发战略—有开源的、闭源的,有单一模态的、多模态的,有泛用的、垂直的。大模型中的「大」,是指这些模型的参数规模,虽然科学家们对于堆参数能否继续提升模型质量仍有争论,但目前主流的商用模型参数都在千亿级以上。训练这样的模型,对应的是极大的计算量。作为微软全力扶持的AI创业公司,OpenAI拥有微软Azure云最高优先级的支持—约有2.5万个英伟达GPU正在支持GPT大模型的训练,这是目前世界上规模最庞大的AI服务器之一","text":"5月25日,英伟达 $英伟达(NVDA)$ 发布2024财年第一季度财报(编注:英伟达的财年要比自然年早近一年),期内实现收入71.92亿美元,同比下降13%。换作别的企业,这绝对是一个会引发投资者抛售股票的坏消息,但是财报发布当日,英伟达的股价飙升了近30%,市值净增长超过2000亿美元。市场之所以像打鸡血一样看涨这只股票,是因为财报显示今年前三个月,英伟达的AI芯片收入同比增长了14%。在财报电话会议中,首席财务官科莱特·克雷斯(Colette Kress)透露,下一季度的预期收入将会是创纪录的110亿美元,远远高于之前分析师预计的71.5亿美元。不会有人质疑克雷斯的高调预言。大家都看到了,年初由ChatGPT引发的这场全球技术巨头的「大语言模型」之战,让作为「军火商」的英伟达赚翻了。ChatGPT是OpenAI基于大模型技术推出的聊天机器人,比尔·盖茨称它为1980年图形界面以来计算机领域最具革命性的技术进步,人类首次可以用自然语言的方式向计算机提问,它还能以「007」的节奏不知疲倦地为我们完成各种繁琐的案头工作:撰写文稿、分析报表、修改论文、创建代码等等⋯⋯谁都能感知到,这是一个多么巨大的时代机遇。推出大模型已经成为全球每一家有实力的技术公司的首要任务,它们迅速制定自己的大模型开发战略—有开源的、闭源的,有单一模态的、多模态的,有泛用的、垂直的。大模型中的「大」,是指这些模型的参数规模,虽然科学家们对于堆参数能否继续提升模型质量仍有争论,但目前主流的商用模型参数都在千亿级以上。训练这样的模型,对应的是极大的计算量。作为微软全力扶持的AI创业公司,OpenAI拥有微软Azure云最高优先级的支持—约有2.5万个英伟达GPU正在支持GPT大模型的训练,这是目前世界上规模最庞大的AI服务器之一","images":[{"img":"https://static.tigerbbs.com/1dbbab4568d37630f352a4fe74b643a4","width":"1080","height":"3484"},{"img":"https://static.tigerbbs.com/74f80358d30d67082472d94cd809de20","width":"1080","height":"1552"},{"img":"https://static.tigerbbs.com/c80fadeb29b5373ea076592b199c52c8","width":"1080","height":"3460"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197066945212416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194756805537832,"gmtCreate":1688568025357,"gmtModify":1688568027125,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194756805537832","repostId":"1173728322","repostType":2,"isVote":1,"tweetType":1,"viewCount":2839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":768654497005568,"gmtCreate":1687962194182,"gmtModify":1687963017828,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"拜登个蠢货,迟早会被赶下台,AI芯片触及太多人利益,如果被禁止出口,拜登明年不用竞选了,直接会被背后的财阀扫地出门。","listText":"拜登个蠢货,迟早会被赶下台,AI芯片触及太多人利益,如果被禁止出口,拜登明年不用竞选了,直接会被背后的财阀扫地出门。","text":"拜登个蠢货,迟早会被赶下台,AI芯片触及太多人利益,如果被禁止出口,拜登明年不用竞选了,直接会被背后的财阀扫地出门。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/768654497005568","repostId":"2346890447","repostType":2,"isVote":1,"tweetType":1,"viewCount":4132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190264321335424,"gmtCreate":1687476648811,"gmtModify":1687476650088,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190264321335424","repostId":"757382779420688","repostType":1,"repost":{"id":757382779420688,"gmtCreate":1687260706490,"gmtModify":1687260733416,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【小虎访谈】美股今年牛市特征很明显,下半年投资机会大分享","htmlText":"美股牛市在临,纳指开启四个月的连涨模式,各位虎友们顺利上车了吗? [看涨]<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 在本期小虎访谈中,我们有幸邀请到了 <a href=\"https://laohu8.com/U/3536788665288456\">@Partrick</a> 和 <a href=\"https://laohu8.com/U/3505176125011816\">@跟着心走</a> ,他们将与大家分享下半年的投资机会,并和我们讲述他们与老虎之间的故事[比心] <a href=\"https://laohu8.com/U/3536788665288456\">@Partrick</a> 今年美股胜率是100%,他认为今年美股牛市特征很明显,港股也有其优势与机会[强]; <a href=\"https://laohu8.com/U/3505176125011816\">@跟着心走</a> 将与我们分享他最成功的一笔交易经验。来吧虎友们,让我们一起听听他们的投资观点吧[你懂的] <a href=\"https://laohu8.com/U/3536788665288456\">@Partrick</a> Q: hello老师好呀,老虎迎来了9周年了,和我们简单打个招呼,更新一下您的现状吧hello,其实现状感觉变化不大,还是在尽量多学习,港股 <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 还是太熊了,操作上还是以美股 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 为主Q: 分享一下您和老虎之间的","listText":"美股牛市在临,纳指开启四个月的连涨模式,各位虎友们顺利上车了吗? [看涨]<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 在本期小虎访谈中,我们有幸邀请到了 <a href=\"https://laohu8.com/U/3536788665288456\">@Partrick</a> 和 <a href=\"https://laohu8.com/U/3505176125011816\">@跟着心走</a> ,他们将与大家分享下半年的投资机会,并和我们讲述他们与老虎之间的故事[比心] <a href=\"https://laohu8.com/U/3536788665288456\">@Partrick</a> 今年美股胜率是100%,他认为今年美股牛市特征很明显,港股也有其优势与机会[强]; <a href=\"https://laohu8.com/U/3505176125011816\">@跟着心走</a> 将与我们分享他最成功的一笔交易经验。来吧虎友们,让我们一起听听他们的投资观点吧[你懂的] <a href=\"https://laohu8.com/U/3536788665288456\">@Partrick</a> Q: hello老师好呀,老虎迎来了9周年了,和我们简单打个招呼,更新一下您的现状吧hello,其实现状感觉变化不大,还是在尽量多学习,港股 <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 还是太熊了,操作上还是以美股 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 为主Q: 分享一下您和老虎之间的","text":"美股牛市在临,纳指开启四个月的连涨模式,各位虎友们顺利上车了吗? [看涨]$纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 在本期小虎访谈中,我们有幸邀请到了 @Partrick 和 @跟着心走 ,他们将与大家分享下半年的投资机会,并和我们讲述他们与老虎之间的故事[比心] @Partrick 今年美股胜率是100%,他认为今年美股牛市特征很明显,港股也有其优势与机会[强]; @跟着心走 将与我们分享他最成功的一笔交易经验。来吧虎友们,让我们一起听听他们的投资观点吧[你懂的] @Partrick Q: hello老师好呀,老虎迎来了9周年了,和我们简单打个招呼,更新一下您的现状吧hello,其实现状感觉变化不大,还是在尽量多学习,港股 $恒生指数(HSI)$ 还是太熊了,操作上还是以美股 $纳斯达克(.IXIC)$ 为主Q: 分享一下您和老虎之间的","images":[{"img":"https://static.tigerbbs.com/28325e78874717cce508de61cb38c782","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/f43c7ab7b924c314fd0aa242392b6401","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/9228dd8f63be16303ed6966b37ad6398","width":"865","height":"152"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/757382779420688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655914108,"gmtCreate":1685065010804,"gmtModify":1685067208583,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"我相信大家都看到了吧? 英伟达9200亿美金。 英特尔只有1100亿美金。 最重要的是英特尔的gpu服务器业务已经反超了英特尔的CPU服务器业务。 这是双杀。 所以,谁学英特尔谁死。 谁学英伟达,AMD和苹果谁活。 继续要学,就要学正确的,代表未来的,去学一个即将没落的贵族,怎么死的都不知道。 期待明年gpgpu的加速卡尽快落地,ai是未来!","listText":"我相信大家都看到了吧? 英伟达9200亿美金。 英特尔只有1100亿美金。 最重要的是英特尔的gpu服务器业务已经反超了英特尔的CPU服务器业务。 这是双杀。 所以,谁学英特尔谁死。 谁学英伟达,AMD和苹果谁活。 继续要学,就要学正确的,代表未来的,去学一个即将没落的贵族,怎么死的都不知道。 期待明年gpgpu的加速卡尽快落地,ai是未来!","text":"我相信大家都看到了吧? 英伟达9200亿美金。 英特尔只有1100亿美金。 最重要的是英特尔的gpu服务器业务已经反超了英特尔的CPU服务器业务。 这是双杀。 所以,谁学英特尔谁死。 谁学英伟达,AMD和苹果谁活。 继续要学,就要学正确的,代表未来的,去学一个即将没落的贵族,怎么死的都不知道。 期待明年gpgpu的加速卡尽快落地,ai是未来!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/655914108","repostId":"2338111518","repostType":2,"isVote":1,"tweetType":1,"viewCount":6544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656282003,"gmtCreate":1683728654603,"gmtModify":1683728656190,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656282003","repostId":"656648442","repostType":1,"repost":{"id":656648442,"gmtCreate":1683697667086,"gmtModify":1683697807002,"author":{"id":"3444451303178292","authorId":"3444451303178292","name":"乘枫破浪","avatar":"https://static.laohu8.com/088310c3d4c1eece1cfae4c492a355d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3444451303178292","idStr":"3444451303178292"},"themes":[],"title":"苹果的未来还值得期待吗(三):苹果的竞争优势","htmlText":"通过分析苹果,其实我也在亲自验证并深入了解——一家优质的公司到底是什么样。比如,我罗列了苹果的营业利润率、毛利率和销售净利率——苹果手机、耳机、手表的市场份额几乎都是数一数二,非常稳定。但在此基础上,苹果呈现出了徐徐上升的营业利润率,证明费用控制得力。我想,这也许就是为什么苹果迄今为止依然还没有选择裁员的原因。同时,苹果的毛利率和净利率也在持续上升。苹果近几年的毛利率都在40%以上,而毛利率>40%通常具有某种竞争优势,这在苹果的财报中已经体现得非常明显。备注:苹果23年Q1毛利率为42.96%。而净利率15%以上,说明苹果的经营活动良好。然后,我们看苹果的ROE和ROA——苹果的净资产收益率可以用一骑绝尘来形容——之前贾宁在自己的财报书中说,如果一家公司的资产收益率能够持续超过6-7%,说明它可能有相对同行业的竞争优势;而苹果的ROA在近十年基本都在10%以上。同时,15%的净资产收益率可以说是行业天花板级的存在。即便是对大量使用财务杠杆的企业,15%的ROE也是筛选高质量公司的最低标准。而苹果除了过去十年全部满足甚至超额满足这个条件之外,在近几年的ROE也都到达了150%的水平!这就是一览众山小的感觉。不过美中不足的是,苹果的杠杆比率也从过去13年-17年间的1-2涨到了现如今的6——要知道,当财务杠杆比率是4或者5甚至更高时,公司就开始变得相当有风险。不过,将高ROE和高财务杠杆的问题暂时往后放放,我们关注下苹果的竞争对手——因为三星的财报不对外披露,所以,我只能选了一个相对“菜鸡”的对手,小米(手机份额第三)。本来,就是一场悬殊的较量,不过,公平起见,我还是把图表罗列了出来——苹果和小米本来就不是同一重量级的对手,这样的数据对比也是无可厚非。毕竟,一个长年盘踞在高端市场,是名副其实的龙头;另外一个虽然确实通过迅猛的增长占据了一席之地,但依然还在中低端市场向高端市场频","listText":"通过分析苹果,其实我也在亲自验证并深入了解——一家优质的公司到底是什么样。比如,我罗列了苹果的营业利润率、毛利率和销售净利率——苹果手机、耳机、手表的市场份额几乎都是数一数二,非常稳定。但在此基础上,苹果呈现出了徐徐上升的营业利润率,证明费用控制得力。我想,这也许就是为什么苹果迄今为止依然还没有选择裁员的原因。同时,苹果的毛利率和净利率也在持续上升。苹果近几年的毛利率都在40%以上,而毛利率>40%通常具有某种竞争优势,这在苹果的财报中已经体现得非常明显。备注:苹果23年Q1毛利率为42.96%。而净利率15%以上,说明苹果的经营活动良好。然后,我们看苹果的ROE和ROA——苹果的净资产收益率可以用一骑绝尘来形容——之前贾宁在自己的财报书中说,如果一家公司的资产收益率能够持续超过6-7%,说明它可能有相对同行业的竞争优势;而苹果的ROA在近十年基本都在10%以上。同时,15%的净资产收益率可以说是行业天花板级的存在。即便是对大量使用财务杠杆的企业,15%的ROE也是筛选高质量公司的最低标准。而苹果除了过去十年全部满足甚至超额满足这个条件之外,在近几年的ROE也都到达了150%的水平!这就是一览众山小的感觉。不过美中不足的是,苹果的杠杆比率也从过去13年-17年间的1-2涨到了现如今的6——要知道,当财务杠杆比率是4或者5甚至更高时,公司就开始变得相当有风险。不过,将高ROE和高财务杠杆的问题暂时往后放放,我们关注下苹果的竞争对手——因为三星的财报不对外披露,所以,我只能选了一个相对“菜鸡”的对手,小米(手机份额第三)。本来,就是一场悬殊的较量,不过,公平起见,我还是把图表罗列了出来——苹果和小米本来就不是同一重量级的对手,这样的数据对比也是无可厚非。毕竟,一个长年盘踞在高端市场,是名副其实的龙头;另外一个虽然确实通过迅猛的增长占据了一席之地,但依然还在中低端市场向高端市场频","text":"通过分析苹果,其实我也在亲自验证并深入了解——一家优质的公司到底是什么样。比如,我罗列了苹果的营业利润率、毛利率和销售净利率——苹果手机、耳机、手表的市场份额几乎都是数一数二,非常稳定。但在此基础上,苹果呈现出了徐徐上升的营业利润率,证明费用控制得力。我想,这也许就是为什么苹果迄今为止依然还没有选择裁员的原因。同时,苹果的毛利率和净利率也在持续上升。苹果近几年的毛利率都在40%以上,而毛利率>40%通常具有某种竞争优势,这在苹果的财报中已经体现得非常明显。备注:苹果23年Q1毛利率为42.96%。而净利率15%以上,说明苹果的经营活动良好。然后,我们看苹果的ROE和ROA——苹果的净资产收益率可以用一骑绝尘来形容——之前贾宁在自己的财报书中说,如果一家公司的资产收益率能够持续超过6-7%,说明它可能有相对同行业的竞争优势;而苹果的ROA在近十年基本都在10%以上。同时,15%的净资产收益率可以说是行业天花板级的存在。即便是对大量使用财务杠杆的企业,15%的ROE也是筛选高质量公司的最低标准。而苹果除了过去十年全部满足甚至超额满足这个条件之外,在近几年的ROE也都到达了150%的水平!这就是一览众山小的感觉。不过美中不足的是,苹果的杠杆比率也从过去13年-17年间的1-2涨到了现如今的6——要知道,当财务杠杆比率是4或者5甚至更高时,公司就开始变得相当有风险。不过,将高ROE和高财务杠杆的问题暂时往后放放,我们关注下苹果的竞争对手——因为三星的财报不对外披露,所以,我只能选了一个相对“菜鸡”的对手,小米(手机份额第三)。本来,就是一场悬殊的较量,不过,公平起见,我还是把图表罗列了出来——苹果和小米本来就不是同一重量级的对手,这样的数据对比也是无可厚非。毕竟,一个长年盘踞在高端市场,是名副其实的龙头;另外一个虽然确实通过迅猛的增长占据了一席之地,但依然还在中低端市场向高端市场频","images":[{"img":"https://static.tigerbbs.com/5330546f201a6ed0f744699f88d65ce0","width":"659","height":"306"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656648442","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658434629,"gmtCreate":1682945341861,"gmtModify":1682945343574,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"还挤牙膏吗?亏的爽吗?","listText":"还挤牙膏吗?亏的爽吗?","text":"还挤牙膏吗?亏的爽吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658434629","repostId":"2330565967","repostType":4,"isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662422024,"gmtCreate":1666709459268,"gmtModify":1666709461830,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662422024","repostId":"1140186173","repostType":2,"isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687053209,"gmtCreate":1660661105602,"gmtModify":1660661105602,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687053209","repostId":"1146690881","repostType":4,"isVote":1,"tweetType":1,"viewCount":2858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617033015,"gmtCreate":1653923064039,"gmtModify":1704858317440,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541015803020623","idStr":"3541015803020623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617033015","repostId":"614466258","repostType":1,"repost":{"id":614466258,"gmtCreate":1653760600879,"gmtModify":1744960819869,"author":{"id":"3500773707643786","authorId":"3500773707643786","name":"阿强观港美股","avatar":"https://static.tigerbbs.com/9dad38649fc47712e5a4b86bce9af5da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500773707643786","idStr":"3500773707643786"},"themes":[],"title":"如何投资才能赚钱呢?做到长期主义","htmlText":"时间真快,从业港股.美股投资服务近10年了,服务的投资者越来越多,发现亏损的投资者也越来越多,10位投资者,7位亏损,2位打平,1位盈利,其实还真差不多是这个比例,或者更差些所以一直在思考到底如何投资才能赚钱呢同时是具有长期主义的投资方式呢答案:要具有一个正向良性的投资方式那应该如何做到呢 ?首先需要拥有一个好的投资价值观,在保住自己本金的情况下,再谈收益一,分散配置全球最核心资产进来股票市场不要谈什么认知更加不要听小道消息买股票首先第一:踏踏实实买些全球最核心资产例如:苹果,微软,亚马逊腾讯,阿里,美团等等或者直接买基金,例如:伯克希尔,标普500ETF,纳指ETF,恒生科技指数ETF买这些最核心资产,在赚到钱的情况下,再拿盈利,切记是拿盈利,去买自己想要买的股票,或者去投机都好,反正是盈利来的。这样就可以做到一个正向良性的投资方式例如:有20万买个核心组合资产:5万买伯克希尔5万买苹果5万买腾讯5万买恒生科技指数ETF1,如果赚钱了三五个月,或者一年半载之后,这个资产组合赚钱了,例如,变成了12万,盈利了2万,你可以按照比例减持2万,则可以用这2万盈利,按照你的认知,去买你想要买的股票。其实在股票极其诱惑的市场,特别是中小股票,大涨大跌,有些十倍牛股,或者有些暴跌,又想去抄底,例如,近期的滴滴,总有投资者想去博博。但你只能拿盈利去买这些,也就区区2万盈利,如果你很厉害,2万,也可以足以让你赚到更多的钱。当然如果你很快亏掉这2万盈利,那也没事,因为是盈利来的。等后期,你买的核心资产组合又赚到钱了,再拿盈利出来,依然有机会再让你去展示身手的。2,如果亏钱了如果一年半载之后,这个组合配置还是没赚钱,那你就继续踏踏实实持有,一定要沉住气。不过如果有闲钱,也是可以继续加仓配置核心资产。其实如果你买这些最核心资产,都赚不到钱,那买其他股票,只会亏损更多,例如:你买苹果股票都亏损20","listText":"时间真快,从业港股.美股投资服务近10年了,服务的投资者越来越多,发现亏损的投资者也越来越多,10位投资者,7位亏损,2位打平,1位盈利,其实还真差不多是这个比例,或者更差些所以一直在思考到底如何投资才能赚钱呢同时是具有长期主义的投资方式呢答案:要具有一个正向良性的投资方式那应该如何做到呢 ?首先需要拥有一个好的投资价值观,在保住自己本金的情况下,再谈收益一,分散配置全球最核心资产进来股票市场不要谈什么认知更加不要听小道消息买股票首先第一:踏踏实实买些全球最核心资产例如:苹果,微软,亚马逊腾讯,阿里,美团等等或者直接买基金,例如:伯克希尔,标普500ETF,纳指ETF,恒生科技指数ETF买这些最核心资产,在赚到钱的情况下,再拿盈利,切记是拿盈利,去买自己想要买的股票,或者去投机都好,反正是盈利来的。这样就可以做到一个正向良性的投资方式例如:有20万买个核心组合资产:5万买伯克希尔5万买苹果5万买腾讯5万买恒生科技指数ETF1,如果赚钱了三五个月,或者一年半载之后,这个资产组合赚钱了,例如,变成了12万,盈利了2万,你可以按照比例减持2万,则可以用这2万盈利,按照你的认知,去买你想要买的股票。其实在股票极其诱惑的市场,特别是中小股票,大涨大跌,有些十倍牛股,或者有些暴跌,又想去抄底,例如,近期的滴滴,总有投资者想去博博。但你只能拿盈利去买这些,也就区区2万盈利,如果你很厉害,2万,也可以足以让你赚到更多的钱。当然如果你很快亏掉这2万盈利,那也没事,因为是盈利来的。等后期,你买的核心资产组合又赚到钱了,再拿盈利出来,依然有机会再让你去展示身手的。2,如果亏钱了如果一年半载之后,这个组合配置还是没赚钱,那你就继续踏踏实实持有,一定要沉住气。不过如果有闲钱,也是可以继续加仓配置核心资产。其实如果你买这些最核心资产,都赚不到钱,那买其他股票,只会亏损更多,例如:你买苹果股票都亏损20","text":"时间真快,从业港股.美股投资服务近10年了,服务的投资者越来越多,发现亏损的投资者也越来越多,10位投资者,7位亏损,2位打平,1位盈利,其实还真差不多是这个比例,或者更差些所以一直在思考到底如何投资才能赚钱呢同时是具有长期主义的投资方式呢答案:要具有一个正向良性的投资方式那应该如何做到呢 ?首先需要拥有一个好的投资价值观,在保住自己本金的情况下,再谈收益一,分散配置全球最核心资产进来股票市场不要谈什么认知更加不要听小道消息买股票首先第一:踏踏实实买些全球最核心资产例如:苹果,微软,亚马逊腾讯,阿里,美团等等或者直接买基金,例如:伯克希尔,标普500ETF,纳指ETF,恒生科技指数ETF买这些最核心资产,在赚到钱的情况下,再拿盈利,切记是拿盈利,去买自己想要买的股票,或者去投机都好,反正是盈利来的。这样就可以做到一个正向良性的投资方式例如:有20万买个核心组合资产:5万买伯克希尔5万买苹果5万买腾讯5万买恒生科技指数ETF1,如果赚钱了三五个月,或者一年半载之后,这个资产组合赚钱了,例如,变成了12万,盈利了2万,你可以按照比例减持2万,则可以用这2万盈利,按照你的认知,去买你想要买的股票。其实在股票极其诱惑的市场,特别是中小股票,大涨大跌,有些十倍牛股,或者有些暴跌,又想去抄底,例如,近期的滴滴,总有投资者想去博博。但你只能拿盈利去买这些,也就区区2万盈利,如果你很厉害,2万,也可以足以让你赚到更多的钱。当然如果你很快亏掉这2万盈利,那也没事,因为是盈利来的。等后期,你买的核心资产组合又赚到钱了,再拿盈利出来,依然有机会再让你去展示身手的。2,如果亏钱了如果一年半载之后,这个组合配置还是没赚钱,那你就继续踏踏实实持有,一定要沉住气。不过如果有闲钱,也是可以继续加仓配置核心资产。其实如果你买这些最核心资产,都赚不到钱,那买其他股票,只会亏损更多,例如:你买苹果股票都亏损20","images":[{"img":"https://static.tigerbbs.com/53ef5d72f98984f6a62ce49e37414b81","width":"1022","height":"338"},{"img":"https://static.tigerbbs.com/bc8c23747483490abab3a297949ddb19","width":"1151","height":"437"},{"img":"https://static.tigerbbs.com/89b75fc1478a5c18a68b5ded4cd3be95","width":"1144","height":"355"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614466258","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":380820862345408,"gmtCreate":1733982946021,"gmtModify":1733982950991,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"英伟达垄断全球98%AI芯片算力,不用英伟达AI芯片,等于和人工智能说拜拜。反垄断调查,对英伟达,毫无影响!","listText":"英伟达垄断全球98%AI芯片算力,不用英伟达AI芯片,等于和人工智能说拜拜。反垄断调查,对英伟达,毫无影响!","text":"英伟达垄断全球98%AI芯片算力,不用英伟达AI芯片,等于和人工智能说拜拜。反垄断调查,对英伟达,毫无影响!","images":[{"img":"https://static.tigerbbs.com/bb26e8c85d6f76610cc8357d43640878","width":"1080","height":"1373"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/380820862345408","isVote":1,"tweetType":1,"viewCount":13911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554028378385603","authorId":"3554028378385603","name":"小鸡吃米图","avatar":"https://static.tigerbbs.com/d6f8475a6b8b33a14feba4e54b16e419","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554028378385603","authorIdStr":"3554028378385603"},"content":"不用就不用 有啥可牛逼的 买其他公司的差点就差点 ,它又不是苹果和特斯拉 芯片可选性太多","text":"不用就不用 有啥可牛逼的 买其他公司的差点就差点 ,它又不是苹果和特斯拉 芯片可选性太多","html":"不用就不用 有啥可牛逼的 买其他公司的差点就差点 ,它又不是苹果和特斯拉 芯片可选性太多"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873738627,"gmtCreate":1636985871828,"gmtModify":1636985871828,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3559581955535845\">@koolgal</a>: 如果通货膨胀持续下去,我将继续投资于股票市场,以对冲通货膨胀。我将重点关注微软和苹果等优质股票,因为它们有广阔的护城河,价格可能会更高。如果股市下跌,这是伟大的抄底时间!🎊🎉🎊","listText":"//<a href=\"https://laohu8.com/U/3559581955535845\">@koolgal</a>: 如果通货膨胀持续下去,我将继续投资于股票市场,以对冲通货膨胀。我将重点关注微软和苹果等优质股票,因为它们有广阔的护城河,价格可能会更高。如果股市下跌,这是伟大的抄底时间!🎊🎉🎊","text":"//@koolgal: 如果通货膨胀持续下去,我将继续投资于股票市场,以对冲通货膨胀。我将重点关注微软和苹果等优质股票,因为它们有广阔的护城河,价格可能会更高。如果股市下跌,这是伟大的抄底时间!🎊🎉🎊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873738627","repostId":"2183043548","repostType":4,"isVote":1,"tweetType":1,"viewCount":3884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338368572,"gmtCreate":1609835040496,"gmtModify":1703740750470,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 那些在特斯拉拆股后,股价高涨就抛售特斯拉股票的聪明人,看到现在特斯拉的股价,心里爽吗?觉得当时抛售的时候,自己是不是很聪明?现在呢?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 那些在特斯拉拆股后,股价高涨就抛售特斯拉股票的聪明人,看到现在特斯拉的股价,心里爽吗?觉得当时抛售的时候,自己是不是很聪明?现在呢?","text":"$特斯拉(TSLA)$ 那些在特斯拉拆股后,股价高涨就抛售特斯拉股票的聪明人,看到现在特斯拉的股价,心里爽吗?觉得当时抛售的时候,自己是不是很聪明?现在呢?","images":[{"img":"https://static.tigerbbs.com/413245f168ebd2f5440be4515361c96d","width":"868","height":"1303"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338368572","isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457153703345238","authorId":"3457153703345238","name":"Khloris","avatar":"https://static.tigerbbs.com/55757ea49acfc3014fa08ac22f7b4f28","crmLevel":4,"crmLevelSwitch":0,"idStr":"3457153703345238","authorIdStr":"3457153703345238"},"content":"每个人都有自己的投资逻辑,没有什么后悔不后悔的,坚定持有或者落袋为安,都挺好","text":"每个人都有自己的投资逻辑,没有什么后悔不后悔的,坚定持有或者落袋为安,都挺好","html":"每个人都有自己的投资逻辑,没有什么后悔不后悔的,坚定持有或者落袋为安,都挺好"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":945723347,"gmtCreate":1596686510489,"gmtModify":1704213184304,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 要么给我猛涨,要么给我猛跌,别半死不活的样子,苹果都比你强!","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 要么给我猛涨,要么给我猛跌,别半死不活的样子,苹果都比你强!","text":"$微软(MSFT)$ 要么给我猛涨,要么给我猛跌,别半死不活的样子,苹果都比你强!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/945723347","isVote":1,"tweetType":1,"viewCount":5212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544081144219846","authorId":"3544081144219846","name":"strong1985","avatar":"https://static.tigerbbs.com/27cf9dc84078c75146f1debd1e42427b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544081144219846","authorIdStr":"3544081144219846"},"content":"主要是资本都在等消息,等收购进展","text":"主要是资本都在等消息,等收购进展","html":"主要是资本都在等消息,等收购进展"},{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817831917,"gmtCreate":1630928829539,"gmtModify":1630928829539,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"炮轰腾讯有什么用?有本事就上市啊,你字节跳动一个不上市的公司,玩的过上市多年,不差钱的腾讯???","listText":"炮轰腾讯有什么用?有本事就上市啊,你字节跳动一个不上市的公司,玩的过上市多年,不差钱的腾讯???","text":"炮轰腾讯有什么用?有本事就上市啊,你字节跳动一个不上市的公司,玩的过上市多年,不差钱的腾讯???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817831917","repostId":"2165842643","repostType":4,"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979690728,"gmtCreate":1598170746464,"gmtModify":1704217937397,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 这股肯定比拼多多强,毕竟,除了电商平台以外,还有游戏收入,主要是学习复制腾讯的模式,不过,复制的不太好,至少,腾讯在社交领域垄断了,这股社交毛都没有,护城河比腾讯弱很多,除非,它能把社交领域做起来,然后,逐渐扩张版图,才会有更好的发展机会!","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 这股肯定比拼多多强,毕竟,除了电商平台以外,还有游戏收入,主要是学习复制腾讯的模式,不过,复制的不太好,至少,腾讯在社交领域垄断了,这股社交毛都没有,护城河比腾讯弱很多,除非,它能把社交领域做起来,然后,逐渐扩张版图,才会有更好的发展机会!","text":"$Sea Ltd(SE)$ 这股肯定比拼多多强,毕竟,除了电商平台以外,还有游戏收入,主要是学习复制腾讯的模式,不过,复制的不太好,至少,腾讯在社交领域垄断了,这股社交毛都没有,护城河比腾讯弱很多,除非,它能把社交领域做起来,然后,逐渐扩张版图,才会有更好的发展机会!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/979690728","isVote":1,"tweetType":1,"viewCount":6707,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529509760382889","authorId":"3529509760382889","name":"日本短线哥","avatar":"https://static.tigerbbs.com/a764e43861567cb61bf4898ac59cf2c8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3529509760382889","authorIdStr":"3529509760382889"},"content":"社交平台是沉淀用户粘性最好的基础,有了流量做什么产品都如虎添翼。","text":"社交平台是沉淀用户粘性最好的基础,有了流量做什么产品都如虎添翼。","html":"社交平台是沉淀用户粘性最好的基础,有了流量做什么产品都如虎添翼。"},{"author":{"id":"3448151272137636","authorId":"3448151272137636","name":"韭菜特别香","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3448151272137636","authorIdStr":"3448151272137636"},"content":"社交尝试了,失败了。海外是line fb whatsapp ig的世界,在越南被zalo摁在地上摩擦。","text":"社交尝试了,失败了。海外是line fb whatsapp ig的世界,在越南被zalo摁在地上摩擦。","html":"社交尝试了,失败了。海外是line fb whatsapp ig的世界,在越南被zalo摁在地上摩擦。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301174452,"gmtCreate":1603422989776,"gmtModify":1703829892037,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"华为不上市,收入再多也和我们没有关系,还是多关心下苹果比较合适。","listText":"华为不上市,收入再多也和我们没有关系,还是多关心下苹果比较合适。","text":"华为不上市,收入再多也和我们没有关系,还是多关心下苹果比较合适。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301174452","repostId":"1161955344","repostType":4,"isVote":1,"tweetType":1,"viewCount":3161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385608306,"gmtCreate":1613537462105,"gmtModify":1613537462105,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"看了苹果股价,我还以为苹果亏了1000多亿美元!","listText":"看了苹果股价,我还以为苹果亏了1000多亿美元!","text":"看了苹果股价,我还以为苹果亏了1000多亿美元!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385608306","repostId":"2111550008","repostType":2,"isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336947295,"gmtCreate":1610018448617,"gmtModify":1703742066239,"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015803020623","authorIdStr":"3541015803020623"},"themes":[],"htmlText":"好,很好。[邪恶] 通信运营商三大吸血鬼之一,被踢出纽约交易所,另外两个也快了。","listText":"好,很好。[邪恶] 通信运营商三大吸血鬼之一,被踢出纽约交易所,另外两个也快了。","text":"好,很好。[邪恶] 通信运营商三大吸血鬼之一,被踢出纽约交易所,另外两个也快了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336947295","repostId":"1158797270","repostType":4,"isVote":1,"tweetType":1,"viewCount":3102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}