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nbnbynmm
03-06 01:52
$英伟达(NVDA)$
我可就去你嘛了的
nbnbynmm
03-05 16:15
$博通(AVGO)$
市场对博通是真宽厚,对nvidia是真苛刻。就这财报放nvdia身上不得跌30%
nbnbynmm
03-03
$SP500指数主连 2603(ESmain)$
亚盘 的韭菜就是韭菜。又要给美国人送钱了
nbnbynmm
02-28
$SP500指数主连 2603(ESmain)$
华尔街是真的精神分裂。一边恐慌AI干翻软件市场,疯狂抛售软件股。另一边狂喊AI盈利不明确,变着法儿的砸英伟达 🤣。那我问问这些仙人,本来软件公司饭碗里的钱,碗砸掉以后谁捡去了?不是open ai不是Claude那是谁啊?
$英伟达(NVDA)$
nbnbynmm
02-27
$SP500指数主连 2603(ESmain)$
惨就一个字
nbnbynmm
02-26
这个burry是不是空头成本快扛不住了。急的一天一次发言。赶紧来人拉爆他呀
《大空头》原型Michael Burry:英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙
nbnbynmm
02-26
$英伟达(NVDA)$
这种财报走成这样历史也找不到类似的吧
nbnbynmm
02-26
$英伟达(NVDA)$
其实和业绩和财报啊都没关系。就是散户看多太多,拿来收割的。那些嘴巴上喊空的散户有几个真做空了。还是多头占绝大多数。不洗完这些散户不可能涨。
nbnbynmm
02-26
$英伟达(NVDA)$
真恶心
nbnbynmm
02-26
$英伟达(NVDA)$
老黄快来打针,不够,继续打
nbnbynmm
02-26
$英伟达(NVDA)$
蠢货怎么那么多呢
nbnbynmm
02-26
$英伟达(NVDA)$
成功停在全场最💩的位置。多空全杀。做市商的天下
nbnbynmm
02-26
$英伟达(NVDA)$
动静呢?
nbnbynmm
02-26
$英伟达(NVDA)$
跟赌场开奖似的 🤣
nbnbynmm
02-24
$英伟达(NVDA)$
空头急死了,什么新闻都能踩一脚 🤣
nbnbynmm
02-24
$SP500指数主连 2603(ESmain)$
直接破罐破摔了?
nbnbynmm
02-24
$标普500ETF(SPY)$
这一泻千里的。金毛你看看你干了啥
nbnbynmm
02-24
$英伟达(NVDA)$
这大盘,空头笑死了要。本来一身汗,现在爽飞了
nbnbynmm
02-23
$苹果(AAPL)$
今天是你来救场么
nbnbynmm
02-19
$英伟达(NVDA)$
未来两周全村的希望了。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我可就去你嘛了的","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我可就去你嘛了的","text":"$英伟达(NVDA)$ 我可就去你嘛了的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539504554574920","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539363290579168,"gmtCreate":1772698545466,"gmtModify":1772698547777,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 市场对博通是真宽厚,对nvidia是真苛刻。就这财报放nvdia身上不得跌30%","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 市场对博通是真宽厚,对nvidia是真苛刻。就这财报放nvdia身上不得跌30%","text":"$博通(AVGO)$ 市场对博通是真宽厚,对nvidia是真苛刻。就这财报放nvdia身上不得跌30%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539363290579168","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538643016098976,"gmtCreate":1772525621585,"gmtModify":1772525624120,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2603(ESmain)$ </a> 亚盘 的韭菜就是韭菜。又要给美国人送钱了","listText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2603(ESmain)$ </a> 亚盘 的韭菜就是韭菜。又要给美国人送钱了","text":"$SP500指数主连 2603(ESmain)$ 亚盘 的韭菜就是韭菜。又要给美国人送钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538643016098976","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537369895753376,"gmtCreate":1772212914729,"gmtModify":1772212917051,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2603(ESmain)$ </a> 华尔街是真的精神分裂。一边恐慌AI干翻软件市场,疯狂抛售软件股。另一边狂喊AI盈利不明确,变着法儿的砸英伟达 🤣。那我问问这些仙人,本来软件公司饭碗里的钱,碗砸掉以后谁捡去了?不是open ai不是Claude那是谁啊?<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2603(ESmain)$ </a> 华尔街是真的精神分裂。一边恐慌AI干翻软件市场,疯狂抛售软件股。另一边狂喊AI盈利不明确,变着法儿的砸英伟达 🤣。那我问问这些仙人,本来软件公司饭碗里的钱,碗砸掉以后谁捡去了?不是open ai不是Claude那是谁啊?<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$SP500指数主连 2603(ESmain)$ 华尔街是真的精神分裂。一边恐慌AI干翻软件市场,疯狂抛售软件股。另一边狂喊AI盈利不明确,变着法儿的砸英伟达 🤣。那我问问这些仙人,本来软件公司饭碗里的钱,碗砸掉以后谁捡去了?不是open ai不是Claude那是谁啊?$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537369895753376","isVote":1,"tweetType":1,"viewCount":4611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537319443456072,"gmtCreate":1772202386699,"gmtModify":1772202388828,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2603(ESmain)$ </a> 惨就一个字","listText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2603(ESmain)$ </a> 惨就一个字","text":"$SP500指数主连 2603(ESmain)$ 惨就一个字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537319443456072","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536982346166544,"gmtCreate":1772120176818,"gmtModify":1772120179497,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"这个burry是不是空头成本快扛不住了。急的一天一次发言。赶紧来人拉爆他呀","listText":"这个burry是不是空头成本快扛不住了。急的一天一次发言。赶紧来人拉爆他呀","text":"这个burry是不是空头成本快扛不住了。急的一天一次发言。赶紧来人拉爆他呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/536982346166544","repostId":"1135715002","repostType":2,"repost":{"id":"1135715002","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772120011,"share":"https://www.laohu8.com/m/news/1135715002?lang=zh_CN&edition=full","pubTime":"2026-02-26 23:33","market":"us","language":"zh","title":"《大空头》原型Michael Burry:英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙","url":"https://stock-news.laohu8.com/highlight/detail?id=1135715002","media":"老虎资讯综合","summary":"因《大空头》成名的迈克尔·贝里正在加倍坚持他对英伟达的看空观点,对该芯片制造商最新财报中的一项数据敲响警钟,称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出,英伟达的采购义务激增,从去年同期的161亿美元攀升至952亿美元。诚然,这位投资者指出,英伟达目前超过70%的利润率高于当时思科的水平,这可能提供一些下行保护。英伟达股价周四早盘跌幅超5%。","content":"<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里(Michael Burry)正在加倍坚持他对英伟达的看空观点,对该芯片制造商最新财报中的一项数据敲响警钟,称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出,英伟达的采购义务激增,从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元,几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上,英伟达首席财务官科莱特·克雷斯表示,库存环比增长了8%,并且英伟达"战略性地锁定了库存和产能,以满足比通常更远的未来几个季度的需求"。</p><p style=\"text-align: start;\">在贝里看来,英伟达的表态表明,这家美国最大的上市公司在确切了解未来需求强度之前,就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>"并非暂时现象"</strong></p><p style=\"text-align: start;\">他写道:"现在发生的一切并非暂时现象。这不是出口冲击,甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定,即比以往任何时候都更进一步地锁定供应链产能。"</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年,思科为确保产能以满足其快速增长预期,锁定了大量的供应承诺。当企业技术支出突然骤降时,思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元,其股价也随之暴跌。</p><p style=\"text-align: start;\">"这并非业务如常。这是风险,"贝里在谈到英伟达时表示。"在2000-2001年期间,思科延长了与供应商的采购承诺,以确保其预期的50%年增长率所需的产能,"他说。</p><p style=\"text-align: start;\">诚然,这位投资者指出,英伟达目前超过70%的利润率高于当时思科的水平,这可能提供一些下行保护。但贝里认为,这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道:"这类利润率可能会随着需求的变化而迅速回落。"</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此,并非所有人都将这种积压视为警示信号。罗森布拉特证券(Rosenblatt Securities)的分析师表示,管理层在本季度回应了投资者的多重担忧,包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道:"我们认为这是一个充满信心的管理团队,他们将支持客户对其下一代平台的需求,并继续引领人工智能市场的发展。"</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元,这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后,该股在2023-2025年期间曾大幅飙升,但进入2026年以来,其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>《大空头》原型Michael Burry:英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大空头》原型Michael Burry:英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-26 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里(Michael Burry)正在加倍坚持他对英伟达的看空观点,对该芯片制造商最新财报中的一项数据敲响警钟,称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出,英伟达的采购义务激增,从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元,几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上,英伟达首席财务官科莱特·克雷斯表示,库存环比增长了8%,并且英伟达"战略性地锁定了库存和产能,以满足比通常更远的未来几个季度的需求"。</p><p style=\"text-align: start;\">在贝里看来,英伟达的表态表明,这家美国最大的上市公司在确切了解未来需求强度之前,就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>"并非暂时现象"</strong></p><p style=\"text-align: start;\">他写道:"现在发生的一切并非暂时现象。这不是出口冲击,甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定,即比以往任何时候都更进一步地锁定供应链产能。"</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年,思科为确保产能以满足其快速增长预期,锁定了大量的供应承诺。当企业技术支出突然骤降时,思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元,其股价也随之暴跌。</p><p style=\"text-align: start;\">"这并非业务如常。这是风险,"贝里在谈到英伟达时表示。"在2000-2001年期间,思科延长了与供应商的采购承诺,以确保其预期的50%年增长率所需的产能,"他说。</p><p style=\"text-align: start;\">诚然,这位投资者指出,英伟达目前超过70%的利润率高于当时思科的水平,这可能提供一些下行保护。但贝里认为,这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道:"这类利润率可能会随着需求的变化而迅速回落。"</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此,并非所有人都将这种积压视为警示信号。罗森布拉特证券(Rosenblatt Securities)的分析师表示,管理层在本季度回应了投资者的多重担忧,包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道:"我们认为这是一个充满信心的管理团队,他们将支持客户对其下一代平台的需求,并继续引领人工智能市场的发展。"</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元,这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后,该股在2023-2025年期间曾大幅飙升,但进入2026年以来,其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ae469a7b0a9accd31adbf51772f5ec50","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135715002","content_text":"因《大空头》成名的迈克尔·贝里(Michael Burry)正在加倍坚持他对英伟达的看空观点,对该芯片制造商最新财报中的一项数据敲响警钟,称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出,英伟达的采购义务激增,从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元,几乎与英伟达的年运营现金流相当。在周三的公司第四财季财报电话会议上,英伟达首席财务官科莱特·克雷斯表示,库存环比增长了8%,并且英伟达\"战略性地锁定了库存和产能,以满足比通常更远的未来几个季度的需求\"。在贝里看来,英伟达的表态表明,这家美国最大的上市公司在确切了解未来需求强度之前,就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。\"并非暂时现象\"他写道:\"现在发生的一切并非暂时现象。这不是出口冲击,甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定,即比以往任何时候都更进一步地锁定供应链产能。\"这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。在2000年和2001年,思科为确保产能以满足其快速增长预期,锁定了大量的供应承诺。当企业技术支出突然骤降时,思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元,其股价也随之暴跌。\"这并非业务如常。这是风险,\"贝里在谈到英伟达时表示。\"在2000-2001年期间,思科延长了与供应商的采购承诺,以确保其预期的50%年增长率所需的产能,\"他说。诚然,这位投资者指出,英伟达目前超过70%的利润率高于当时思科的水平,这可能提供一些下行保护。但贝里认为,这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。他写道:\"这类利润率可能会随着需求的变化而迅速回落。\"回应担忧尽管如此,并非所有人都将这种积压视为警示信号。罗森布拉特证券(Rosenblatt Securities)的分析师表示,管理层在本季度回应了投资者的多重担忧,包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。罗森布拉特分析师在给客户的报告中写道:\"我们认为这是一个充满信心的管理团队,他们将支持客户对其下一代平台的需求,并继续引领人工智能市场的发展。\"这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元,这意味着未来一年有超过50%的上涨空间。英伟达股价周四早盘跌幅超5%。在ChatGPT推出后,该股在2023-2025年期间曾大幅飙升,但进入2026年以来,其涨幅不到1%。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574763539010281","authorId":"3574763539010281","name":"Treejia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574763539010281","idStr":"3574763539010281"},"content":"哥们,人家又没上杠杆…有啥扛不住的","text":"哥们,人家又没上杠杆…有啥扛不住的","html":"哥们,人家又没上杠杆…有啥扛不住的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536988939797400,"gmtCreate":1772119899113,"gmtModify":1772119901020,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这种财报走成这样历史也找不到类似的吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这种财报走成这样历史也找不到类似的吧","text":"$英伟达(NVDA)$ 这种财报走成这样历史也找不到类似的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536988939797400","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4099470509812690","idStr":"4099470509812690"},"content":"参考一下25年11月20号走势","text":"参考一下25年11月20号走势","html":"参考一下25年11月20号走势"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536978948777552,"gmtCreate":1772119340857,"gmtModify":1772119342633,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a 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其实逻辑狠简单的。假设deepseek真的遥遥领先,那么,大家都用ds模式来,请问此时拿谁的铲子挖最猛。是不是还是nvda的铲子最凶。你想赢就还是要用nvda的铲子,军备竞赛根本停不下来","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":29,"repostSize":0,"link":"https://laohu8.com/post/397120046449320","isVote":1,"tweetType":1,"viewCount":14468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3516613750658094","idStr":"3516613750658094"},"content":"但是不需要那么多铲子了,对英伟达的销量有影响。","text":"但是不需要那么多铲子了,对英伟达的销量有影响。","html":"但是不需要那么多铲子了,对英伟达的销量有影响。"},{"author":{"id":"3517822632851909","authorId":"3517822632851909","name":"幻方董事长","avatar":"https://static.tigerbbs.com/391b350fe76c9d7e10719735a5dce6b9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3517822632851909","idStr":"3517822632851909"},"content":"以前是预测1000个模型,每个模型拿几万张卡训练几年,现在呢?算力可以降低70%以上还能玩并且玩的好还开源,预期变了!铲子暂时还不足,但是未来不需要那么多了","text":"以前是预测1000个模型,每个模型拿几万张卡训练几年,现在呢?算力可以降低70%以上还能玩并且玩的好还开源,预期变了!铲子暂时还不足,但是未来不需要那么多了","html":"以前是预测1000个模型,每个模型拿几万张卡训练几年,现在呢?算力可以降低70%以上还能玩并且玩的好还开源,预期变了!铲子暂时还不足,但是未来不需要那么多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293776268132552,"gmtCreate":1712753244743,"gmtModify":1712810707257,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 美联储是真无能。现在很明显加息已经没有作用了。因为整个市场已经针对加息产生了一套神经病逻辑了。你加息导致住房成本上升,接着导致人工变贵,接着导致一切涨价,接着通胀继续推高,你继续加,保证通胀继续上。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 美联储是真无能。现在很明显加息已经没有作用了。因为整个市场已经针对加息产生了一套神经病逻辑了。你加息导致住房成本上升,接着导致人工变贵,接着导致一切涨价,接着通胀继续推高,你继续加,保证通胀继续上。","text":"$英伟达(NVDA)$ 美联储是真无能。现在很明显加息已经没有作用了。因为整个市场已经针对加息产生了一套神经病逻辑了。你加息导致住房成本上升,接着导致人工变贵,接着导致一切涨价,接着通胀继续推高,你继续加,保证通胀继续上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/293776268132552","isVote":1,"tweetType":1,"viewCount":19313,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4139058718469922","authorId":"4139058718469922","name":"王翔__Shaun_","avatar":"https://static.tigerbbs.com/fc8ac0772fcb7a1c579be31063d2d018","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4139058718469922","idStr":"4139058718469922"},"content":"美国加息不是真的为了普通人,都是财团为了收割其他的国家,拉爆而已啊。。。。都是很恶心的","text":"美国加息不是真的为了普通人,都是财团为了收割其他的国家,拉爆而已啊。。。。都是很恶心的","html":"美国加息不是真的为了普通人,都是财团为了收割其他的国家,拉爆而已啊。。。。都是很恶心的"},{"author":{"id":"9000000000000292","authorId":"9000000000000292","name":"吉姆罗杰斯头号粉丝","avatar":"https://static.tigerbbs.com/8d59e7c960eef6f97257cc799768d81e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000292","idStr":"9000000000000292"},"content":"美联储的加息政策可能确实会带来一系列连锁反应,导致住房成本上升、人工费用上涨以及通胀上升。","text":"美联储的加息政策可能确实会带来一系列连锁反应,导致住房成本上升、人工费用上涨以及通胀上升。","html":"美联储的加息政策可能确实会带来一系列连锁反应,导致住房成本上升、人工费用上涨以及通胀上升。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397212655923712,"gmtCreate":1737997911808,"gmtModify":1737997913419,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"htmlText":"<a 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这就好比星际大战,宇宙里到底多少敌军不知道,就已经开始鼓吹战舰数量够了,不用那么多了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/397212655923712","isVote":1,"tweetType":1,"viewCount":5540,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3493041815189173","idStr":"3493041815189173"},"content":"首先,领域未知:连衍生出哪些领域的应用都说不出来,何谈算力饱和?其次,空间未知:全球目前正在低频使用AI的人口才多少?更别提高频人数了。因此,现在但凡说算力够用的,都是盲猜。","text":"首先,领域未知:连衍生出哪些领域的应用都说不出来,何谈算力饱和?其次,空间未知:全球目前正在低频使用AI的人口才多少?更别提高频人数了。因此,现在但凡说算力够用的,都是盲猜。","html":"首先,领域未知:连衍生出哪些领域的应用都说不出来,何谈算力饱和?其次,空间未知:全球目前正在低频使用AI的人口才多少?更别提高频人数了。因此,现在但凡说算力够用的,都是盲猜。"},{"author":{"id":"4201085114411062","authorId":"4201085114411062","name":"新生代U","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4201085114411062","idStr":"4201085114411062"},"content":"你管那么多干嘛,关键是趁他病要他命。此类的套路鹰酱对我们用得少?还有就是AI的尽头是什么?产业 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大1000一股的,期权保证金太多啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374879481200848","isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4191484537543822","authorId":"4191484537543822","name":"小兔子妹","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4191484537543822","idStr":"4191484537543822"},"content":"1.21日财报将宣布拆股","text":"1.21日财报将宣布拆股","html":"1.21日财报将宣布拆股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539363290579168,"gmtCreate":1772698545466,"gmtModify":1772698547777,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 市场对博通是真宽厚,对nvidia是真苛刻。就这财报放nvdia身上不得跌30%","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 市场对博通是真宽厚,对nvidia是真苛刻。就这财报放nvdia身上不得跌30%","text":"$博通(AVGO)$ 市场对博通是真宽厚,对nvidia是真苛刻。就这财报放nvdia身上不得跌30%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539363290579168","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539504554574920,"gmtCreate":1772733140796,"gmtModify":1772733376847,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我可就去你嘛了的","listText":"<a 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