wuxxx的个人主页 - 老虎社区

wuxxx

暂无个人介绍

IP属地：上海

12关注

0粉丝

0主题

0勋章

03-29

tsla的股价现在还是太贵[捂脸]

01-31

$小米集团ADR(XIACY)$ 遥遥领先[财迷]

01-28

intc：跌跌不休

01-28

$英伟达(NVDA)$ 跌到100接我上车[财迷]

01-27

$英伟达(NVDA)$ 跌破100接我上车😂

01-27

$苹果(AAPL)$ 跌回200以下就开始分批建仓[财迷]

01-27

就和小红书概念股一样都是关联性不够的公司，热度一过几天就跌回去了

DeepSeek火遍全球，还不知道要买哪些股票？看这个吧

01-27

要不是我买了sqqq差点就信了，有本事美股再跌狠点[财迷]

恐慌指数飙升，DeepSeek令欧美科技股蒸发万亿美元市值

01-27

实际用下来deepseek感觉还是不如ChatGPT4o和o1，尤其是在比较小众的论题上，但是对于主流论题deepseek已经可以媲美甚至部分超越gpt4o，而且deepseek的训练成本和使用成本（deepseek目前好像还没有付费计划）会低很多。不过也也许因为ChatGPT和Gemini是多模态模型所以成本会高很多？（只是一个猜测）

抱歉，原内容已删除

01-19

JOIN US

2024-11-11

降低金融监管，降低大企业税率，巴菲特现金储备到高位，这么和互联网🫧当时那么像呢🤔

抱歉，原内容已删除

2024-11-09

$小米集團ADR(XIACY)$

2024-11-08

$納指三倍做空ETF(SQQQ)$ MAGA Trump 2.0 Economic Stimulus

2024-11-06

2012年相信皮夹克all in 现在都可以开私人喷气客机了[财迷]

2024-11-06

这是假推文，马斯克的推上根本没有这个发布，而且就算是马斯克发的也不可信，他又不是慈善家，看看他在虚拟货币市场怎么割韭菜的就明白了[笑哭]

2024-10-22

真要跌到1800就可以买三倍做空a股的eth了[财迷]

2024-04-18

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4091593421306780","uuid":"4091593421306780","gmtCreate":1628490357202,"gmtModify":1686644735937,"name":"wuxxx","pinyin":"wuxxx","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":12,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":"93.68%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2023.08.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":10,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":418506103611392,"gmtCreate":1743215972410,"gmtModify":1743215974592,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"tsla的股价现在还是太贵[捂脸]","listText":"tsla的股价现在还是太贵[捂脸]","text":"tsla的股价现在还是太贵[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418506103611392","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398384559305088,"gmtCreate":1738284292643,"gmtModify":1738284294168,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 遥遥领先[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 遥遥领先[财迷]&nbsp;&nbsp;","text":"$小米集团ADR(XIACY)$ 遥遥领先[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398384559305088","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397503023014560,"gmtCreate":1738069222043,"gmtModify":1738069224333,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"intc：跌跌不休","listText":"intc：跌跌不休","text":"intc：跌跌不休","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397503023014560","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397296169546152,"gmtCreate":1738018450138,"gmtModify":1738018451680,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌到100接我上车[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌到100接我上车[财迷]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 跌到100接我上车[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/397296169546152","isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470662065407748","authorId":"3470662065407748","name":"兔子不是兔","avatar":"https://static.tigerbbs.com/9367e9c69fee427a526d250f35fd1ff5","crmLevel":5,"crmLevelSwitch":1,"idStr":"3470662065407748","authorIdStr":"3470662065407748"},"content":"120的nv就不配在座的搭上车？ [生气]","text":"120的nv就不配在座的搭上车？ [生气]","html":"120的nv就不配在座的搭上车？ [生气]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397147768561752,"gmtCreate":1737982362775,"gmtModify":1737982364399,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌破100接我上车😂","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌破100接我上车😂","text":"$英伟达(NVDA)$ 跌破100接我上车😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397147768561752","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397146902438424,"gmtCreate":1737982106684,"gmtModify":1737982108136,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌回200以下就开始分批建仓[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌回200以下就开始分批建仓[财迷]&nbsp;&nbsp;","text":"$苹果(AAPL)$ 跌回200以下就开始分批建仓[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397146902438424","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397142983963200,"gmtCreate":1737981343440,"gmtModify":1737981345547,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"就和小红书概念股一样都是关联性不够的公司，热度一过几天就跌回去了","listText":"就和小红书概念股一样都是关联性不够的公司，热度一过几天就跌回去了","text":"就和小红书概念股一样都是关联性不够的公司，热度一过几天就跌回去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397142983963200","repostId":"1177328914","repostType":2,"repost":{"id":"1177328914","kind":"news","pubTimestamp":1737964587,"share":"https://www.laohu8.com/m/news/1177328914?lang=&edition=full","pubTime":"2025-01-27 15:56","market":"us","language":"zh","title":"DeepSeek火遍全球，还不知道要买哪些股票？看这个吧","url":"https://stock-news.laohu8.com/highlight/detail?id=1177328914","media":"十点洞见","summary":"科技是未来，AI是科技的“皇冠”。","content":"<html><head></head><body><p>一个很值得尊重的老大哥退休了，开始关注股票，特别是DeepSeek火遍全球想选点这方面的，早上我们聊了一会，所以今天重点说这个...</p><p style=\"text-align: justify;\">根据Wind提供的最新数据，与DeepSeek相关的概念股可以分为几类，包括股东关联方、算力支持方、技术合作方、数据与生态合作伙伴等。以下是部分与DeepSeek相关的概念股：</p><h3 id=\"id_4170535144\" style=\"text-align: left;\">股东关联方</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>300766</p></td><td style=\"text-align:left;\"><p>每日互动</p></td><td style=\"text-align:left;\"><p>每日互动股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>000532</p></td><td style=\"text-align:left;\"><p>华金资本</p></td><td style=\"text-align:left;\"><p>华金资本股份有限公司</p></td></tr></tbody></table><h3 id=\"id_3467379589\" style=\"text-align: left;\">算力支持方</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司中文名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>000977.SZ</p></td><td style=\"text-align:left;\"><p>浪潮信息</p></td><td style=\"text-align:left;\"><p>浪潮电子信息产业股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>603019.SH</p></td><td style=\"text-align:left;\"><p>中科曙光</p></td><td style=\"text-align:left;\"><p>曙光信息产业股份有限公司</p></td></tr></tbody></table><h3 id=\"id_2263935329\" style=\"text-align: left;\">技术合作方</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>000818</p></td><td style=\"text-align:left;\"><p>航锦科技</p></td><td style=\"text-align:left;\"><p>航锦科技股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>300229</p></td><td style=\"text-align:left;\"><p>拓尔思</p></td><td style=\"text-align:left;\"><p>拓尔思信息技术股份有限公司</p></td></tr></tbody></table><h3 id=\"id_681366721\" style=\"text-align: left;\">数据与生态合作伙伴</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司中文名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>300766.SZ</p></td><td style=\"text-align:left;\"><p>每日互动</p></td><td style=\"text-align:left;\"><p>每日互动股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>301299.SZ</p></td><td style=\"text-align:left;\"><p>卓创资讯</p></td><td style=\"text-align:left;\"><p>卓创资讯股份有限公司</p></td></tr></tbody></table><h3 id=\"id_2821319691\" style=\"text-align: left;\">其他潜在受益方向</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>688410</p></td><td style=\"text-align:left;\"><p>寒武纪</p></td><td style=\"text-align:left;\"><p>寒武纪科技股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>300287</p></td><td style=\"text-align:left;\"><p>飞利信</p></td><td style=\"text-align:left;\"><p>飞利信科技股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>603636</p></td><td style=\"text-align:left;\"><p>南威软件</p></td><td style=\"text-align:left;\"><p>南威软件股份有限公司</p></td></tr></tbody></table><p style=\"text-align: start;\"> </p><p style=\"text-align: left;\">但有这些还不够，你还需要结合中国国情，我制订了一个长期策略，下面就是重点了...</p><p style=\"text-align: start;\"><strong>结合DeepSeek概念股的长期投资策略</strong>，我会从<strong>指数投资的核心逻辑出发</strong>，将AI驱动的科技赛道融入中国经济转型的主线，制定一套既能抓住政策红利又能分散风险的投资策略。以下将从策略逻辑、具体操作、以及风险应对等方面，逐步展开我的规划。</p><h3 id=\"id_4121343721\" style=\"text-align: left;\">核心理念：AI是长期方向，指数是稳定收益的核心</h3><p style=\"text-align: justify;\">科技是未来，AI是科技的“皇冠”，而DeepSeek正处于AI技术发展的风口浪尖。结合这一趋势，我们需要<strong>利用指数投资的稳定性，叠加主题概念的成长性</strong>，构建一套稳健且潜力巨大的投资策略。</p><h3 id=\"id_3514608921\" style=\"text-align: left;\">策略逻辑——从DeepSeek的影响出发</h3><p style=\"text-align: justify;\">DeepSeek所在的大模型领域，涉及到的是AI应用、算法优化、高性能计算和行业落地，而这些背后的产业链就是我们筛选的重点。</p><ul style=\"\"><li><p>• <strong>上游：算力与基础设施</strong><br/>涉及服务器、芯片（如GPU/TPU）、数据中心建设等。相关公司是浪潮信息、中科曙光等，它们是AI算力的关键支撑。</p></li><li><p>• <strong>中游：AI模型开发与平台服务</strong><br/>包括AI公司自身以及与之有合作的科技巨头，像参与DeepSeek投资或合作的科大讯飞、拓尔思、每日互动。</p></li><li><p>• <strong>下游：AI场景落地</strong><br/>包括医疗、教育、金融等领域的智能化应用。AI将渗透到中国的“十四五”重点行业，相关公司（如金山办公、消费类AI产品相关企业）会是重要受益者。</p></li></ul><h3 id=\"id_3664945660\" style=\"text-align: left;\">操作策略——三层配置模型</h3><h4 id=\"id_2998499698\" style=\"text-align: left;\">1. 核心配置：宽基指数为稳定收益打底</h4><p style=\"text-align: justify;\">首先，我会选择中国市场最具代表性的宽基指数进行<strong>长期定投</strong>，实现稳定收益。这部分占总资产配置的<strong>50%-60%</strong>，构成投资组合的基础防线。</p><ul style=\"\"><li><p>• <strong>沪深300指数ETF</strong>：覆盖中国核心蓝筹股，是经济增长的晴雨表。</p></li><li><p>• <strong>中证500指数ETF</strong>：关注中盘成长股，捕捉中型企业崛起的机会。</p></li><li><p>• <strong>科创50指数ETF</strong>：重点关注科技企业成长潜力，与DeepSeek所在领域的AI创新高度相关。</p></li></ul><h4 id=\"id_1215965761\" style=\"text-align: left;\">2. 增强配置：行业主题指数紧抓AI与创新</h4><p style=\"text-align: justify;\">在指数投资的基础上，选择与DeepSeek概念相关的行业主题指数，配置比例为<strong>30%-40%</strong>，以捕捉中国经济转型带来的爆发性增长。</p><ul style=\"\"><li><p>• <strong>中证科技50指数</strong>：深度覆盖中国科技龙头企业，与DeepSeek的产业链密切相关。</p></li><li><p>• <strong>中证新能源指数</strong>：作为AI应用的另一主要方向，新能源车与智能制造将受益于AI技术。</p></li><li><p>• <strong>中证消费指数</strong>：AI赋能消费升级，推动智慧零售、个性化营销等领域的发展。</p></li></ul><h4 id=\"id_514690504\" style=\"text-align: left;\">3. 精准配置：精选个股抓住DeepSeek红利</h4><p style=\"text-align: justify;\">为了获得额外的超额收益，我会从DeepSeek的概念股中，挑选估值合理、基本面扎实的个股，作为“卫星资产”，配置比例为<strong>10%-20%</strong>。以下是几只值得关注的潜在标的：</p><ul style=\"\"><li><p>• <strong>浪潮信息</strong>：作为AI算力的主要提供商，拥有全球领先的AI服务器技术。</p></li><li><p>• <strong>中科曙光</strong>：在高性能计算和AI数据中心领域有扎实的积累。</p></li><li><p>• <strong>科大讯飞</strong>：AI技术与行业应用的领军者，与DeepSeek有合作落地场景。</p></li><li><p>• <strong>拓尔思</strong>：自然语言处理领域的领先企业，与DeepSeek合作打造了金融舆情模型。</p></li><li><p>• <strong>浙江东方</strong>：间接参投DeepSeek，享受资本红利。</p></li></ul><h3 id=\"id_3311804710\" style=\"text-align: left;\">动态调整与投资纪律</h3><h4 id=\"id_288081301\" style=\"text-align: left;\">1. 定投为主，择机加仓</h4><ul style=\"\"><li><p>• <strong>固定周期定投</strong>：选择每月固定时间（如发工资后的5号）投资宽基指数和主题指数，平滑成本，避免市场波动干扰。</p></li><li><p>• <strong>估值判断加仓</strong>：当市场出现明显低估（例如沪深300 PE低于12倍）时，集中加大宽基指数的配置；当行业调整时（如科技主题大幅回撤）则分批加仓。</p></li></ul><h4 id=\"id_1994423108\" style=\"text-align: left;\">2. 定期调整仓位</h4><p style=\"text-align: justify;\">每年或每半年进行一次仓位再平衡：</p><ul style=\"\"><li><p>• 如果个股或主题指数表现过热（如单只资产收益超过30%），将部分收益调入宽基指数，增强稳定性。</p></li><li><p>• 如果某行业主题明显受政策利好，可以适当增加仓位。</p></li></ul><h4 id=\"id_3868768513\" style=\"text-align: left;\">3. 紧跟政策与赛道趋势</h4><p style=\"text-align: justify;\">中国经济政策具有明显的引导作用，需重点关注政府的战略规划（如AI在“十四五”规划中的定位），以及行业监管与扶持动态。例如：</p><ul style=\"\"><li><p>• <strong>数字经济、人工智能</strong>：持续跟踪AI相关政策，判断DeepSeek所在赛道的中长期机会。</p></li><li><p>• <strong>行业优胜劣汰</strong>：科技企业的成长需要大量研发投入，需及时剔除基本面恶化或政策风险高的标的。</p></li></ul><h3 id=\"id_2635533338\" style=\"text-align: left;\">为什么强化指数投资的逻辑更适合？</h3><ol start=\"1\" style=\"\"><li><p>1. <strong>指数具备优胜劣汰机制</strong>：行业主题和宽基指数都能定期调整成分股，将表现不佳的公司剔除，把最优质的企业纳入。</p></li><li><p>2. <strong>分散风险，降低踩雷概率</strong>：投资指数比选股更适合普通投资者，避免集中于个别企业而遭遇黑天鹅。</p></li><li><p>3. <strong>中国经济长期向好，指数天然受益</strong>：随着AI、数字化经济逐步成为主导力量，相关主题指数的成长性非常高。</p></li><li><p>4. <strong>低成本和稳定性</strong>：指数基金的管理费用低，长期持有的复利效应明显。</p></li></ol><h3 id=\"id_3758368054\" style=\"text-align: left;\">风险管理与应对策略</h3><ol start=\"1\" style=\"\"><li><p>1. <strong>估值过高的风险</strong>：科技主题指数（如科创50）波动大，需关注估值水平，避免在市场过热时重仓进入。</p></li><li><p>2. <strong>政策监管风险</strong>：科技行业易受政策影响，需密切关注监管方向，及时调整持仓。</p></li><li><p>3. <strong>个股风险</strong>：对于DeepSeek相关个股的配置需控制在10%-20%以内，避免对单一标的过于依赖。</p></li></ol><h3 id=\"id_2743476156\" style=\"text-align: left;\">结语</h3><p style=\"text-align: justify;\">以DeepSeek概念股为切入点，结合中国市场的指数投资逻辑，是抓住科技红利的最佳方式之一。通过宽基指数打底，行业主题增强，精选个股增厚收益，再加上定投与动态调整的纪律性执行，可以在未来几年内最大化捕获中国经济转型和AI发展的红利。</p><p style=\"text-align: justify;\">记住，<strong>短期看波动，长期看趋势，投资的本质是跟随时代前进的脚步。</strong>让复利成为你的朋友，让AI成为你的未来！</p></body></html>","source":"lsy1737964772147","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>DeepSeek火遍全球，还不知道要买哪些股票？看这个吧</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nDeepSeek火遍全球，还不知道要买哪些股票？看这个吧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 15:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/WEj_5ZuSoxM3RmKeNR36xQ><strong>十点洞见</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个很值得尊重的老大哥退休了，开始关注股票，特别是DeepSeek火遍全球想选点这方面的，早上我们聊了一会，所以今天重点说这个...根据Wind提供的最新数据，与DeepSeek相关的概念股可以分为几类，包括股东关联方、算力支持方、技术合作方、数据与生态合作伙伴等。以下是部分与DeepSeek相关的概念股：股东关联方代码证券简称公司名称300766每日互动每日互动股份有限公司000532华金资本...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WEj_5ZuSoxM3RmKeNR36xQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d5ba8110f1399305ac8921cfca6cfbf4","relate_stocks":{"300766":"每日互动","000532":"华金资本"},"source_url":"https://mp.weixin.qq.com/s/WEj_5ZuSoxM3RmKeNR36xQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177328914","content_text":"一个很值得尊重的老大哥退休了，开始关注股票，特别是DeepSeek火遍全球想选点这方面的，早上我们聊了一会，所以今天重点说这个...根据Wind提供的最新数据，与DeepSeek相关的概念股可以分为几类，包括股东关联方、算力支持方、技术合作方、数据与生态合作伙伴等。以下是部分与DeepSeek相关的概念股：股东关联方代码证券简称公司名称300766每日互动每日互动股份有限公司000532华金资本华金资本股份有限公司算力支持方代码证券简称公司中文名称000977.SZ浪潮信息浪潮电子信息产业股份有限公司603019.SH中科曙光曙光信息产业股份有限公司技术合作方代码证券简称公司名称000818航锦科技航锦科技股份有限公司300229拓尔思拓尔思信息技术股份有限公司数据与生态合作伙伴代码证券简称公司中文名称300766.SZ每日互动每日互动股份有限公司301299.SZ卓创资讯卓创资讯股份有限公司其他潜在受益方向代码证券简称公司名称688410寒武纪寒武纪科技股份有限公司300287飞利信飞利信科技股份有限公司603636南威软件南威软件股份有限公司 但有这些还不够，你还需要结合中国国情，我制订了一个长期策略，下面就是重点了...结合DeepSeek概念股的长期投资策略，我会从指数投资的核心逻辑出发，将AI驱动的科技赛道融入中国经济转型的主线，制定一套既能抓住政策红利又能分散风险的投资策略。以下将从策略逻辑、具体操作、以及风险应对等方面，逐步展开我的规划。核心理念：AI是长期方向，指数是稳定收益的核心科技是未来，AI是科技的“皇冠”，而DeepSeek正处于AI技术发展的风口浪尖。结合这一趋势，我们需要利用指数投资的稳定性，叠加主题概念的成长性，构建一套稳健且潜力巨大的投资策略。策略逻辑——从DeepSeek的影响出发DeepSeek所在的大模型领域，涉及到的是AI应用、算法优化、高性能计算和行业落地，而这些背后的产业链就是我们筛选的重点。• 上游：算力与基础设施涉及服务器、芯片（如GPU/TPU）、数据中心建设等。相关公司是浪潮信息、中科曙光等，它们是AI算力的关键支撑。• 中游：AI模型开发与平台服务包括AI公司自身以及与之有合作的科技巨头，像参与DeepSeek投资或合作的科大讯飞、拓尔思、每日互动。• 下游：AI场景落地包括医疗、教育、金融等领域的智能化应用。AI将渗透到中国的“十四五”重点行业，相关公司（如金山办公、消费类AI产品相关企业）会是重要受益者。操作策略——三层配置模型1. 核心配置：宽基指数为稳定收益打底首先，我会选择中国市场最具代表性的宽基指数进行长期定投，实现稳定收益。这部分占总资产配置的50%-60%，构成投资组合的基础防线。• 沪深300指数ETF：覆盖中国核心蓝筹股，是经济增长的晴雨表。• 中证500指数ETF：关注中盘成长股，捕捉中型企业崛起的机会。• 科创50指数ETF：重点关注科技企业成长潜力，与DeepSeek所在领域的AI创新高度相关。2. 增强配置：行业主题指数紧抓AI与创新在指数投资的基础上，选择与DeepSeek概念相关的行业主题指数，配置比例为30%-40%，以捕捉中国经济转型带来的爆发性增长。• 中证科技50指数：深度覆盖中国科技龙头企业，与DeepSeek的产业链密切相关。• 中证新能源指数：作为AI应用的另一主要方向，新能源车与智能制造将受益于AI技术。• 中证消费指数：AI赋能消费升级，推动智慧零售、个性化营销等领域的发展。3. 精准配置：精选个股抓住DeepSeek红利为了获得额外的超额收益，我会从DeepSeek的概念股中，挑选估值合理、基本面扎实的个股，作为“卫星资产”，配置比例为10%-20%。以下是几只值得关注的潜在标的：• 浪潮信息：作为AI算力的主要提供商，拥有全球领先的AI服务器技术。• 中科曙光：在高性能计算和AI数据中心领域有扎实的积累。• 科大讯飞：AI技术与行业应用的领军者，与DeepSeek有合作落地场景。• 拓尔思：自然语言处理领域的领先企业，与DeepSeek合作打造了金融舆情模型。• 浙江东方：间接参投DeepSeek，享受资本红利。动态调整与投资纪律1. 定投为主，择机加仓• 固定周期定投：选择每月固定时间（如发工资后的5号）投资宽基指数和主题指数，平滑成本，避免市场波动干扰。• 估值判断加仓：当市场出现明显低估（例如沪深300 PE低于12倍）时，集中加大宽基指数的配置；当行业调整时（如科技主题大幅回撤）则分批加仓。2. 定期调整仓位每年或每半年进行一次仓位再平衡：• 如果个股或主题指数表现过热（如单只资产收益超过30%），将部分收益调入宽基指数，增强稳定性。• 如果某行业主题明显受政策利好，可以适当增加仓位。3. 紧跟政策与赛道趋势中国经济政策具有明显的引导作用，需重点关注政府的战略规划（如AI在“十四五”规划中的定位），以及行业监管与扶持动态。例如：• 数字经济、人工智能：持续跟踪AI相关政策，判断DeepSeek所在赛道的中长期机会。• 行业优胜劣汰：科技企业的成长需要大量研发投入，需及时剔除基本面恶化或政策风险高的标的。为什么强化指数投资的逻辑更适合？1. 指数具备优胜劣汰机制：行业主题和宽基指数都能定期调整成分股，将表现不佳的公司剔除，把最优质的企业纳入。2. 分散风险，降低踩雷概率：投资指数比选股更适合普通投资者，避免集中于个别企业而遭遇黑天鹅。3. 中国经济长期向好，指数天然受益：随着AI、数字化经济逐步成为主导力量，相关主题指数的成长性非常高。4. 低成本和稳定性：指数基金的管理费用低，长期持有的复利效应明显。风险管理与应对策略1. 估值过高的风险：科技主题指数（如科创50）波动大，需关注估值水平，避免在市场过热时重仓进入。2. 政策监管风险：科技行业易受政策影响，需密切关注监管方向，及时调整持仓。3. 个股风险：对于DeepSeek相关个股的配置需控制在10%-20%以内，避免对单一标的过于依赖。结语以DeepSeek概念股为切入点，结合中国市场的指数投资逻辑，是抓住科技红利的最佳方式之一。通过宽基指数打底，行业主题增强，精选个股增厚收益，再加上定投与动态调整的纪律性执行，可以在未来几年内最大化捕获中国经济转型和AI发展的红利。记住，短期看波动，长期看趋势，投资的本质是跟随时代前进的脚步。让复利成为你的朋友，让AI成为你的未来！","news_type":1,"symbols_score_info":{"300766":1.1,"000532":1.1}},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397131809452504,"gmtCreate":1737978326830,"gmtModify":1737978328949,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"要不是我买了sqqq差点就信了，有本事美股再跌狠点[财迷]&nbsp;&nbsp;","listText":"要不是我买了sqqq差点就信了，有本事美股再跌狠点[财迷]&nbsp;&nbsp;","text":"要不是我买了sqqq差点就信了，有本事美股再跌狠点[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397131809452504","repostId":"1125788615","repostType":2,"repost":{"id":"1125788615","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":1737977810,"share":"https://www.laohu8.com/m/news/1125788615?lang=&edition=full","pubTime":"2025-01-27 19:36","market":"us","language":"zh","title":"恐慌指数飙升，DeepSeek令欧美科技股蒸发万亿美元市值","url":"https://stock-news.laohu8.com/highlight/detail?id=1125788615","media":"老虎资讯综合","summary":"令美国在科技领域的主导地位遭到质疑。","content":"<html><head></head><body><p>人工智能初创公司DeepSeek相关消息周一冲击全球科技股，其发布的新模型令美国在科技领域的主导地位遭到质疑。周末期间，有关该模型的低成本高性能，且未依赖高端AI芯片的消息引发热议，这令人质疑英伟达等美国科技股天价估值的合理性。</p><p>英伟达的芯片被视为AI技术的必备，曾引领了全球AI股的大涨，不过在周一盘前下跌了超11%。纽约时间6时许，纳斯达克100指数期货跌幅扩大至5%，标普500指数期货下跌3%。欧洲方面，科技股领跌，芯片设备制造商阿斯麦控股下跌11%。</p><p>“恐慌指数”(VIX)一度狂飙超50%。如果此番跌势维持，纳斯达克100和欧洲斯托克600科技股指数所蒸发的市值总额将达到大约1万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2ed5e58f67cc3e3f37b839c0074db84\" 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>恐慌指数飙升，DeepSeek令欧美科技股蒸发万亿美元市值</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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恐慌指数飙升，DeepSeek令欧美科技股蒸发万亿美元市值\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\">2025-01-27 19:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>人工智能初创公司DeepSeek相关消息周一冲击全球科技股，其发布的新模型令美国在科技领域的主导地位遭到质疑。周末期间，有关该模型的低成本高性能，且未依赖高端AI芯片的消息引发热议，这令人质疑英伟达等美国科技股天价估值的合理性。</p><p>英伟达的芯片被视为AI技术的必备，曾引领了全球AI股的大涨，不过在周一盘前下跌了超11%。纽约时间6时许，纳斯达克100指数期货跌幅扩大至5%，标普500指数期货下跌3%。欧洲方面，科技股领跌，芯片设备制造商阿斯麦控股下跌11%。</p><p>“恐慌指数”(VIX)一度狂飙超50%。如果此番跌势维持，纳斯达克100和欧洲斯托克600科技股指数所蒸发的市值总额将达到大约1万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2ed5e58f67cc3e3f37b839c0074db84\" 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://static.tigerbbs.com/d5ba8110f1399305ac8921cfca6cfbf4","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125788615","content_text":"人工智能初创公司DeepSeek相关消息周一冲击全球科技股，其发布的新模型令美国在科技领域的主导地位遭到质疑。周末期间，有关该模型的低成本高性能，且未依赖高端AI芯片的消息引发热议，这令人质疑英伟达等美国科技股天价估值的合理性。英伟达的芯片被视为AI技术的必备，曾引领了全球AI股的大涨，不过在周一盘前下跌了超11%。纽约时间6时许，纳斯达克100指数期货跌幅扩大至5%，标普500指数期货下跌3%。欧洲方面，科技股领跌，芯片设备制造商阿斯麦控股下跌11%。“恐慌指数”(VIX)一度狂飙超50%。如果此番跌势维持，纳斯达克100和欧洲斯托克600科技股指数所蒸发的市值总额将达到大约1万亿美元。","news_type":1,"symbols_score_info":{"VIX":1.1}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396987425382848,"gmtCreate":1737943276874,"gmtModify":1737944622486,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"实际用下来deepseek感觉还是不如ChatGPT4o和o1，尤其是在比较小众的论题上，但是对于主流论题deepseek已经可以媲美甚至部分超越gpt4o，而且deepseek的训练成本和使用成本（deepseek目前好像还没有付费计划）会低很多。 不过也也许因为ChatGPT和Gemini是多模态模型所以成本会高很多？（只是一个猜测）","listText":"实际用下来deepseek感觉还是不如ChatGPT4o和o1，尤其是在比较小众的论题上，但是对于主流论题deepseek已经可以媲美甚至部分超越gpt4o，而且deepseek的训练成本和使用成本（deepseek目前好像还没有付费计划）会低很多。 不过也也许因为ChatGPT和Gemini是多模态模型所以成本会高很多？（只是一个猜测）","text":"实际用下来deepseek感觉还是不如ChatGPT4o和o1，尤其是在比较小众的论题上，但是对于主流论题deepseek已经可以媲美甚至部分超越gpt4o，而且deepseek的训练成本和使用成本（deepseek目前好像还没有付费计划）会低很多。 不过也也许因为ChatGPT和Gemini是多模态模型所以成本会高很多？（只是一个猜测）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/396987425382848","repostId":"2506355220","repostType":2,"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546607624023135","authorId":"3546607624023135","name":"我要赚钱钱","avatar":"https://static.tigerbbs.com/9458ed71d04ac43176a4a2c079fc5236","crmLevel":2,"crmLevelSwitch":0,"idStr":"3546607624023135","authorIdStr":"3546607624023135"},"content":"DeepSeek 是基于GPT4做的训练，所以才会如此相似，换成付费版的就两个世界","text":"DeepSeek 是基于GPT4做的训练，所以才会如此相似，换成付费版的就两个世界","html":"DeepSeek 是基于GPT4做的训练，所以才会如此相似，换成付费版的就两个世界"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394007947112832,"gmtCreate":1737232642126,"gmtModify":1737232646074,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"JOIN US","listText":"JOIN US","text":"JOIN US","images":[{"img":"https://static.tigerbbs.com/00e76ebef71a1bcf42e196aa8d478dd0","width":"554","height":"554"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394007947112832","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369629078942200,"gmtCreate":1731280699693,"gmtModify":1731280701309,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"降低金融监管，降低大企业税率，巴菲特现金储备到高位，这么和互联网🫧当时那么像呢🤔","listText":"降低金融监管，降低大企业税率，巴菲特现金储备到高位，这么和互联网🫧当时那么像呢🤔","text":"降低金融监管，降低大企业税率，巴菲特现金储备到高位，这么和互联网🫧当时那么像呢🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369629078942200","repostId":"1133050629","repostType":2,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368849864520104,"gmtCreate":1731092718788,"gmtModify":1731092720205,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集團ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集團ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$小米集團ADR(XIACY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368849864520104","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368692393787880,"gmtCreate":1731055795016,"gmtModify":1731059029496,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$納指三倍做空ETF(SQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>MAGA Trump 2.0 Economic Stimulus","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$納指三倍做空ETF(SQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>MAGA Trump 2.0 Economic Stimulus","text":"$納指三倍做空ETF(SQQQ)$ MAGA Trump 2.0 Economic Stimulus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368692393787880","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367859492155592,"gmtCreate":1730827302106,"gmtModify":1730827908104,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"2012年相信皮夹克all in 现在都可以开私人喷气客机了[财迷]","listText":"2012年相信皮夹克all in 现在都可以开私人喷气客机了[财迷]","text":"2012年相信皮夹克all in 现在都可以开私人喷气客机了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367859492155592","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367763992522872,"gmtCreate":1730826630511,"gmtModify":1730826633173,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"这是假推文，马斯克的推上根本没有这个发布，而且就算是马斯克发的也不可信，他又不是慈善家，看看他在虚拟货币市场怎么割韭菜的就明白了[笑哭]","listText":"这是假推文，马斯克的推上根本没有这个发布，而且就算是马斯克发的也不可信，他又不是慈善家，看看他在虚拟货币市场怎么割韭菜的就明白了[笑哭]","text":"这是假推文，马斯克的推上根本没有这个发布，而且就算是马斯克发的也不可信，他又不是慈善家，看看他在虚拟货币市场怎么割韭菜的就明白了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367763992522872","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362626787143760,"gmtCreate":1729561336725,"gmtModify":1729561764052,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"真要跌到1800就可以买三倍做空a股的eth了[财迷]","listText":"真要跌到1800就可以买三倍做空a股的eth了[财迷]","text":"真要跌到1800就可以买三倍做空a股的eth了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362626787143760","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296607737897176,"gmtCreate":1713451626157,"gmtModify":1713451634528,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/55da1a28d969320566d5646668730af9","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296607737897176","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":397296169546152,"gmtCreate":1738018450138,"gmtModify":1738018451680,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌到100接我上车[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌到100接我上车[财迷]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 跌到100接我上车[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/397296169546152","isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470662065407748","authorId":"3470662065407748","name":"兔子不是兔","avatar":"https://static.tigerbbs.com/9367e9c69fee427a526d250f35fd1ff5","crmLevel":5,"crmLevelSwitch":1,"idStr":"3470662065407748","authorIdStr":"3470662065407748"},"content":"120的nv就不配在座的搭上车？ [生气]","text":"120的nv就不配在座的搭上车？ [生气]","html":"120的nv就不配在座的搭上车？ [生气]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398384559305088,"gmtCreate":1738284292643,"gmtModify":1738284294168,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 遥遥领先[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 遥遥领先[财迷]&nbsp;&nbsp;","text":"$小米集团ADR(XIACY)$ 遥遥领先[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398384559305088","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397503023014560,"gmtCreate":1738069222043,"gmtModify":1738069224333,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"intc：跌跌不休","listText":"intc：跌跌不休","text":"intc：跌跌不休","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397503023014560","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362626787143760,"gmtCreate":1729561336725,"gmtModify":1729561764052,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"真要跌到1800就可以买三倍做空a股的eth了[财迷]","listText":"真要跌到1800就可以买三倍做空a股的eth了[财迷]","text":"真要跌到1800就可以买三倍做空a股的eth了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362626787143760","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396987425382848,"gmtCreate":1737943276874,"gmtModify":1737944622486,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"实际用下来deepseek感觉还是不如ChatGPT4o和o1，尤其是在比较小众的论题上，但是对于主流论题deepseek已经可以媲美甚至部分超越gpt4o，而且deepseek的训练成本和使用成本（deepseek目前好像还没有付费计划）会低很多。 不过也也许因为ChatGPT和Gemini是多模态模型所以成本会高很多？（只是一个猜测）","listText":"实际用下来deepseek感觉还是不如ChatGPT4o和o1，尤其是在比较小众的论题上，但是对于主流论题deepseek已经可以媲美甚至部分超越gpt4o，而且deepseek的训练成本和使用成本（deepseek目前好像还没有付费计划）会低很多。 不过也也许因为ChatGPT和Gemini是多模态模型所以成本会高很多？（只是一个猜测）","text":"实际用下来deepseek感觉还是不如ChatGPT4o和o1，尤其是在比较小众的论题上，但是对于主流论题deepseek已经可以媲美甚至部分超越gpt4o，而且deepseek的训练成本和使用成本（deepseek目前好像还没有付费计划）会低很多。 不过也也许因为ChatGPT和Gemini是多模态模型所以成本会高很多？（只是一个猜测）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/396987425382848","repostId":"2506355220","repostType":2,"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546607624023135","authorId":"3546607624023135","name":"我要赚钱钱","avatar":"https://static.tigerbbs.com/9458ed71d04ac43176a4a2c079fc5236","crmLevel":2,"crmLevelSwitch":0,"idStr":"3546607624023135","authorIdStr":"3546607624023135"},"content":"DeepSeek 是基于GPT4做的训练，所以才会如此相似，换成付费版的就两个世界","text":"DeepSeek 是基于GPT4做的训练，所以才会如此相似，换成付费版的就两个世界","html":"DeepSeek 是基于GPT4做的训练，所以才会如此相似，换成付费版的就两个世界"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394007947112832,"gmtCreate":1737232642126,"gmtModify":1737232646074,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"JOIN US","listText":"JOIN US","text":"JOIN US","images":[{"img":"https://static.tigerbbs.com/00e76ebef71a1bcf42e196aa8d478dd0","width":"554","height":"554"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394007947112832","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":418506103611392,"gmtCreate":1743215972410,"gmtModify":1743215974592,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"tsla的股价现在还是太贵[捂脸]","listText":"tsla的股价现在还是太贵[捂脸]","text":"tsla的股价现在还是太贵[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418506103611392","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397131809452504,"gmtCreate":1737978326830,"gmtModify":1737978328949,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"要不是我买了sqqq差点就信了，有本事美股再跌狠点[财迷]&nbsp;&nbsp;","listText":"要不是我买了sqqq差点就信了，有本事美股再跌狠点[财迷]&nbsp;&nbsp;","text":"要不是我买了sqqq差点就信了，有本事美股再跌狠点[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397131809452504","repostId":"1125788615","repostType":2,"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397146902438424,"gmtCreate":1737982106684,"gmtModify":1737982108136,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌回200以下就开始分批建仓[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 跌回200以下就开始分批建仓[财迷]&nbsp;&nbsp;","text":"$苹果(AAPL)$ 跌回200以下就开始分批建仓[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397146902438424","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397142983963200,"gmtCreate":1737981343440,"gmtModify":1737981345547,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"就和小红书概念股一样都是关联性不够的公司，热度一过几天就跌回去了","listText":"就和小红书概念股一样都是关联性不够的公司，热度一过几天就跌回去了","text":"就和小红书概念股一样都是关联性不够的公司，热度一过几天就跌回去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397142983963200","repostId":"1177328914","repostType":2,"repost":{"id":"1177328914","kind":"news","pubTimestamp":1737964587,"share":"https://www.laohu8.com/m/news/1177328914?lang=&edition=full","pubTime":"2025-01-27 15:56","market":"us","language":"zh","title":"DeepSeek火遍全球，还不知道要买哪些股票？看这个吧","url":"https://stock-news.laohu8.com/highlight/detail?id=1177328914","media":"十点洞见","summary":"科技是未来，AI是科技的“皇冠”。","content":"<html><head></head><body><p>一个很值得尊重的老大哥退休了，开始关注股票，特别是DeepSeek火遍全球想选点这方面的，早上我们聊了一会，所以今天重点说这个...</p><p style=\"text-align: justify;\">根据Wind提供的最新数据，与DeepSeek相关的概念股可以分为几类，包括股东关联方、算力支持方、技术合作方、数据与生态合作伙伴等。以下是部分与DeepSeek相关的概念股：</p><h3 id=\"id_4170535144\" style=\"text-align: left;\">股东关联方</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>300766</p></td><td style=\"text-align:left;\"><p>每日互动</p></td><td style=\"text-align:left;\"><p>每日互动股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>000532</p></td><td style=\"text-align:left;\"><p>华金资本</p></td><td style=\"text-align:left;\"><p>华金资本股份有限公司</p></td></tr></tbody></table><h3 id=\"id_3467379589\" style=\"text-align: left;\">算力支持方</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司中文名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>000977.SZ</p></td><td style=\"text-align:left;\"><p>浪潮信息</p></td><td style=\"text-align:left;\"><p>浪潮电子信息产业股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>603019.SH</p></td><td style=\"text-align:left;\"><p>中科曙光</p></td><td style=\"text-align:left;\"><p>曙光信息产业股份有限公司</p></td></tr></tbody></table><h3 id=\"id_2263935329\" style=\"text-align: left;\">技术合作方</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>000818</p></td><td style=\"text-align:left;\"><p>航锦科技</p></td><td style=\"text-align:left;\"><p>航锦科技股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>300229</p></td><td style=\"text-align:left;\"><p>拓尔思</p></td><td style=\"text-align:left;\"><p>拓尔思信息技术股份有限公司</p></td></tr></tbody></table><h3 id=\"id_681366721\" style=\"text-align: left;\">数据与生态合作伙伴</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司中文名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>300766.SZ</p></td><td style=\"text-align:left;\"><p>每日互动</p></td><td style=\"text-align:left;\"><p>每日互动股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>301299.SZ</p></td><td style=\"text-align:left;\"><p>卓创资讯</p></td><td style=\"text-align:left;\"><p>卓创资讯股份有限公司</p></td></tr></tbody></table><h3 id=\"id_2821319691\" style=\"text-align: left;\">其他潜在受益方向</h3><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>代码</p></td><td style=\"text-align:left;\"><p>证券简称</p></td><td style=\"text-align:left;\"><p>公司名称</p></td></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>688410</p></td><td style=\"text-align:left;\"><p>寒武纪</p></td><td style=\"text-align:left;\"><p>寒武纪科技股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>300287</p></td><td style=\"text-align:left;\"><p>飞利信</p></td><td style=\"text-align:left;\"><p>飞利信科技股份有限公司</p></td></tr><tr><td style=\"text-align:left;\"><p>603636</p></td><td style=\"text-align:left;\"><p>南威软件</p></td><td style=\"text-align:left;\"><p>南威软件股份有限公司</p></td></tr></tbody></table><p style=\"text-align: start;\"> </p><p style=\"text-align: left;\">但有这些还不够，你还需要结合中国国情，我制订了一个长期策略，下面就是重点了...</p><p style=\"text-align: start;\"><strong>结合DeepSeek概念股的长期投资策略</strong>，我会从<strong>指数投资的核心逻辑出发</strong>，将AI驱动的科技赛道融入中国经济转型的主线，制定一套既能抓住政策红利又能分散风险的投资策略。以下将从策略逻辑、具体操作、以及风险应对等方面，逐步展开我的规划。</p><h3 id=\"id_4121343721\" style=\"text-align: left;\">核心理念：AI是长期方向，指数是稳定收益的核心</h3><p style=\"text-align: justify;\">科技是未来，AI是科技的“皇冠”，而DeepSeek正处于AI技术发展的风口浪尖。结合这一趋势，我们需要<strong>利用指数投资的稳定性，叠加主题概念的成长性</strong>，构建一套稳健且潜力巨大的投资策略。</p><h3 id=\"id_3514608921\" style=\"text-align: left;\">策略逻辑——从DeepSeek的影响出发</h3><p style=\"text-align: justify;\">DeepSeek所在的大模型领域，涉及到的是AI应用、算法优化、高性能计算和行业落地，而这些背后的产业链就是我们筛选的重点。</p><ul style=\"\"><li><p>• <strong>上游：算力与基础设施</strong><br/>涉及服务器、芯片（如GPU/TPU）、数据中心建设等。相关公司是浪潮信息、中科曙光等，它们是AI算力的关键支撑。</p></li><li><p>• <strong>中游：AI模型开发与平台服务</strong><br/>包括AI公司自身以及与之有合作的科技巨头，像参与DeepSeek投资或合作的科大讯飞、拓尔思、每日互动。</p></li><li><p>• <strong>下游：AI场景落地</strong><br/>包括医疗、教育、金融等领域的智能化应用。AI将渗透到中国的“十四五”重点行业，相关公司（如金山办公、消费类AI产品相关企业）会是重要受益者。</p></li></ul><h3 id=\"id_3664945660\" style=\"text-align: left;\">操作策略——三层配置模型</h3><h4 id=\"id_2998499698\" style=\"text-align: left;\">1. 核心配置：宽基指数为稳定收益打底</h4><p style=\"text-align: justify;\">首先，我会选择中国市场最具代表性的宽基指数进行<strong>长期定投</strong>，实现稳定收益。这部分占总资产配置的<strong>50%-60%</strong>，构成投资组合的基础防线。</p><ul style=\"\"><li><p>• <strong>沪深300指数ETF</strong>：覆盖中国核心蓝筹股，是经济增长的晴雨表。</p></li><li><p>• <strong>中证500指数ETF</strong>：关注中盘成长股，捕捉中型企业崛起的机会。</p></li><li><p>• <strong>科创50指数ETF</strong>：重点关注科技企业成长潜力，与DeepSeek所在领域的AI创新高度相关。</p></li></ul><h4 id=\"id_1215965761\" style=\"text-align: left;\">2. 增强配置：行业主题指数紧抓AI与创新</h4><p style=\"text-align: justify;\">在指数投资的基础上，选择与DeepSeek概念相关的行业主题指数，配置比例为<strong>30%-40%</strong>，以捕捉中国经济转型带来的爆发性增长。</p><ul style=\"\"><li><p>• <strong>中证科技50指数</strong>：深度覆盖中国科技龙头企业，与DeepSeek的产业链密切相关。</p></li><li><p>• <strong>中证新能源指数</strong>：作为AI应用的另一主要方向，新能源车与智能制造将受益于AI技术。</p></li><li><p>• <strong>中证消费指数</strong>：AI赋能消费升级，推动智慧零售、个性化营销等领域的发展。</p></li></ul><h4 id=\"id_514690504\" style=\"text-align: left;\">3. 精准配置：精选个股抓住DeepSeek红利</h4><p style=\"text-align: justify;\">为了获得额外的超额收益，我会从DeepSeek的概念股中，挑选估值合理、基本面扎实的个股，作为“卫星资产”，配置比例为<strong>10%-20%</strong>。以下是几只值得关注的潜在标的：</p><ul style=\"\"><li><p>• <strong>浪潮信息</strong>：作为AI算力的主要提供商，拥有全球领先的AI服务器技术。</p></li><li><p>• <strong>中科曙光</strong>：在高性能计算和AI数据中心领域有扎实的积累。</p></li><li><p>• <strong>科大讯飞</strong>：AI技术与行业应用的领军者，与DeepSeek有合作落地场景。</p></li><li><p>• <strong>拓尔思</strong>：自然语言处理领域的领先企业，与DeepSeek合作打造了金融舆情模型。</p></li><li><p>• <strong>浙江东方</strong>：间接参投DeepSeek，享受资本红利。</p></li></ul><h3 id=\"id_3311804710\" style=\"text-align: left;\">动态调整与投资纪律</h3><h4 id=\"id_288081301\" style=\"text-align: left;\">1. 定投为主，择机加仓</h4><ul style=\"\"><li><p>• <strong>固定周期定投</strong>：选择每月固定时间（如发工资后的5号）投资宽基指数和主题指数，平滑成本，避免市场波动干扰。</p></li><li><p>• <strong>估值判断加仓</strong>：当市场出现明显低估（例如沪深300 PE低于12倍）时，集中加大宽基指数的配置；当行业调整时（如科技主题大幅回撤）则分批加仓。</p></li></ul><h4 id=\"id_1994423108\" style=\"text-align: left;\">2. 定期调整仓位</h4><p style=\"text-align: justify;\">每年或每半年进行一次仓位再平衡：</p><ul style=\"\"><li><p>• 如果个股或主题指数表现过热（如单只资产收益超过30%），将部分收益调入宽基指数，增强稳定性。</p></li><li><p>• 如果某行业主题明显受政策利好，可以适当增加仓位。</p></li></ul><h4 id=\"id_3868768513\" style=\"text-align: left;\">3. 紧跟政策与赛道趋势</h4><p style=\"text-align: justify;\">中国经济政策具有明显的引导作用，需重点关注政府的战略规划（如AI在“十四五”规划中的定位），以及行业监管与扶持动态。例如：</p><ul style=\"\"><li><p>• <strong>数字经济、人工智能</strong>：持续跟踪AI相关政策，判断DeepSeek所在赛道的中长期机会。</p></li><li><p>• <strong>行业优胜劣汰</strong>：科技企业的成长需要大量研发投入，需及时剔除基本面恶化或政策风险高的标的。</p></li></ul><h3 id=\"id_2635533338\" style=\"text-align: left;\">为什么强化指数投资的逻辑更适合？</h3><ol start=\"1\" style=\"\"><li><p>1. <strong>指数具备优胜劣汰机制</strong>：行业主题和宽基指数都能定期调整成分股，将表现不佳的公司剔除，把最优质的企业纳入。</p></li><li><p>2. <strong>分散风险，降低踩雷概率</strong>：投资指数比选股更适合普通投资者，避免集中于个别企业而遭遇黑天鹅。</p></li><li><p>3. <strong>中国经济长期向好，指数天然受益</strong>：随着AI、数字化经济逐步成为主导力量，相关主题指数的成长性非常高。</p></li><li><p>4. <strong>低成本和稳定性</strong>：指数基金的管理费用低，长期持有的复利效应明显。</p></li></ol><h3 id=\"id_3758368054\" style=\"text-align: left;\">风险管理与应对策略</h3><ol start=\"1\" style=\"\"><li><p>1. <strong>估值过高的风险</strong>：科技主题指数（如科创50）波动大，需关注估值水平，避免在市场过热时重仓进入。</p></li><li><p>2. <strong>政策监管风险</strong>：科技行业易受政策影响，需密切关注监管方向，及时调整持仓。</p></li><li><p>3. <strong>个股风险</strong>：对于DeepSeek相关个股的配置需控制在10%-20%以内，避免对单一标的过于依赖。</p></li></ol><h3 id=\"id_2743476156\" style=\"text-align: left;\">结语</h3><p style=\"text-align: justify;\">以DeepSeek概念股为切入点，结合中国市场的指数投资逻辑，是抓住科技红利的最佳方式之一。通过宽基指数打底，行业主题增强，精选个股增厚收益，再加上定投与动态调整的纪律性执行，可以在未来几年内最大化捕获中国经济转型和AI发展的红利。</p><p style=\"text-align: justify;\">记住，<strong>短期看波动，长期看趋势，投资的本质是跟随时代前进的脚步。</strong>让复利成为你的朋友，让AI成为你的未来！</p></body></html>","source":"lsy1737964772147","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>DeepSeek火遍全球，还不知道要买哪些股票？看这个吧</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nDeepSeek火遍全球，还不知道要买哪些股票？看这个吧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 15:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/WEj_5ZuSoxM3RmKeNR36xQ><strong>十点洞见</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个很值得尊重的老大哥退休了，开始关注股票，特别是DeepSeek火遍全球想选点这方面的，早上我们聊了一会，所以今天重点说这个...根据Wind提供的最新数据，与DeepSeek相关的概念股可以分为几类，包括股东关联方、算力支持方、技术合作方、数据与生态合作伙伴等。以下是部分与DeepSeek相关的概念股：股东关联方代码证券简称公司名称300766每日互动每日互动股份有限公司000532华金资本...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WEj_5ZuSoxM3RmKeNR36xQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d5ba8110f1399305ac8921cfca6cfbf4","relate_stocks":{"300766":"每日互动","000532":"华金资本"},"source_url":"https://mp.weixin.qq.com/s/WEj_5ZuSoxM3RmKeNR36xQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177328914","content_text":"一个很值得尊重的老大哥退休了，开始关注股票，特别是DeepSeek火遍全球想选点这方面的，早上我们聊了一会，所以今天重点说这个...根据Wind提供的最新数据，与DeepSeek相关的概念股可以分为几类，包括股东关联方、算力支持方、技术合作方、数据与生态合作伙伴等。以下是部分与DeepSeek相关的概念股：股东关联方代码证券简称公司名称300766每日互动每日互动股份有限公司000532华金资本华金资本股份有限公司算力支持方代码证券简称公司中文名称000977.SZ浪潮信息浪潮电子信息产业股份有限公司603019.SH中科曙光曙光信息产业股份有限公司技术合作方代码证券简称公司名称000818航锦科技航锦科技股份有限公司300229拓尔思拓尔思信息技术股份有限公司数据与生态合作伙伴代码证券简称公司中文名称300766.SZ每日互动每日互动股份有限公司301299.SZ卓创资讯卓创资讯股份有限公司其他潜在受益方向代码证券简称公司名称688410寒武纪寒武纪科技股份有限公司300287飞利信飞利信科技股份有限公司603636南威软件南威软件股份有限公司 但有这些还不够，你还需要结合中国国情，我制订了一个长期策略，下面就是重点了...结合DeepSeek概念股的长期投资策略，我会从指数投资的核心逻辑出发，将AI驱动的科技赛道融入中国经济转型的主线，制定一套既能抓住政策红利又能分散风险的投资策略。以下将从策略逻辑、具体操作、以及风险应对等方面，逐步展开我的规划。核心理念：AI是长期方向，指数是稳定收益的核心科技是未来，AI是科技的“皇冠”，而DeepSeek正处于AI技术发展的风口浪尖。结合这一趋势，我们需要利用指数投资的稳定性，叠加主题概念的成长性，构建一套稳健且潜力巨大的投资策略。策略逻辑——从DeepSeek的影响出发DeepSeek所在的大模型领域，涉及到的是AI应用、算法优化、高性能计算和行业落地，而这些背后的产业链就是我们筛选的重点。• 上游：算力与基础设施涉及服务器、芯片（如GPU/TPU）、数据中心建设等。相关公司是浪潮信息、中科曙光等，它们是AI算力的关键支撑。• 中游：AI模型开发与平台服务包括AI公司自身以及与之有合作的科技巨头，像参与DeepSeek投资或合作的科大讯飞、拓尔思、每日互动。• 下游：AI场景落地包括医疗、教育、金融等领域的智能化应用。AI将渗透到中国的“十四五”重点行业，相关公司（如金山办公、消费类AI产品相关企业）会是重要受益者。操作策略——三层配置模型1. 核心配置：宽基指数为稳定收益打底首先，我会选择中国市场最具代表性的宽基指数进行长期定投，实现稳定收益。这部分占总资产配置的50%-60%，构成投资组合的基础防线。• 沪深300指数ETF：覆盖中国核心蓝筹股，是经济增长的晴雨表。• 中证500指数ETF：关注中盘成长股，捕捉中型企业崛起的机会。• 科创50指数ETF：重点关注科技企业成长潜力，与DeepSeek所在领域的AI创新高度相关。2. 增强配置：行业主题指数紧抓AI与创新在指数投资的基础上，选择与DeepSeek概念相关的行业主题指数，配置比例为30%-40%，以捕捉中国经济转型带来的爆发性增长。• 中证科技50指数：深度覆盖中国科技龙头企业，与DeepSeek的产业链密切相关。• 中证新能源指数：作为AI应用的另一主要方向，新能源车与智能制造将受益于AI技术。• 中证消费指数：AI赋能消费升级，推动智慧零售、个性化营销等领域的发展。3. 精准配置：精选个股抓住DeepSeek红利为了获得额外的超额收益，我会从DeepSeek的概念股中，挑选估值合理、基本面扎实的个股，作为“卫星资产”，配置比例为10%-20%。以下是几只值得关注的潜在标的：• 浪潮信息：作为AI算力的主要提供商，拥有全球领先的AI服务器技术。• 中科曙光：在高性能计算和AI数据中心领域有扎实的积累。• 科大讯飞：AI技术与行业应用的领军者，与DeepSeek有合作落地场景。• 拓尔思：自然语言处理领域的领先企业，与DeepSeek合作打造了金融舆情模型。• 浙江东方：间接参投DeepSeek，享受资本红利。动态调整与投资纪律1. 定投为主，择机加仓• 固定周期定投：选择每月固定时间（如发工资后的5号）投资宽基指数和主题指数，平滑成本，避免市场波动干扰。• 估值判断加仓：当市场出现明显低估（例如沪深300 PE低于12倍）时，集中加大宽基指数的配置；当行业调整时（如科技主题大幅回撤）则分批加仓。2. 定期调整仓位每年或每半年进行一次仓位再平衡：• 如果个股或主题指数表现过热（如单只资产收益超过30%），将部分收益调入宽基指数，增强稳定性。• 如果某行业主题明显受政策利好，可以适当增加仓位。3. 紧跟政策与赛道趋势中国经济政策具有明显的引导作用，需重点关注政府的战略规划（如AI在“十四五”规划中的定位），以及行业监管与扶持动态。例如：• 数字经济、人工智能：持续跟踪AI相关政策，判断DeepSeek所在赛道的中长期机会。• 行业优胜劣汰：科技企业的成长需要大量研发投入，需及时剔除基本面恶化或政策风险高的标的。为什么强化指数投资的逻辑更适合？1. 指数具备优胜劣汰机制：行业主题和宽基指数都能定期调整成分股，将表现不佳的公司剔除，把最优质的企业纳入。2. 分散风险，降低踩雷概率：投资指数比选股更适合普通投资者，避免集中于个别企业而遭遇黑天鹅。3. 中国经济长期向好，指数天然受益：随着AI、数字化经济逐步成为主导力量，相关主题指数的成长性非常高。4. 低成本和稳定性：指数基金的管理费用低，长期持有的复利效应明显。风险管理与应对策略1. 估值过高的风险：科技主题指数（如科创50）波动大，需关注估值水平，避免在市场过热时重仓进入。2. 政策监管风险：科技行业易受政策影响，需密切关注监管方向，及时调整持仓。3. 个股风险：对于DeepSeek相关个股的配置需控制在10%-20%以内，避免对单一标的过于依赖。结语以DeepSeek概念股为切入点，结合中国市场的指数投资逻辑，是抓住科技红利的最佳方式之一。通过宽基指数打底，行业主题增强，精选个股增厚收益，再加上定投与动态调整的纪律性执行，可以在未来几年内最大化捕获中国经济转型和AI发展的红利。记住，短期看波动，长期看趋势，投资的本质是跟随时代前进的脚步。让复利成为你的朋友，让AI成为你的未来！","news_type":1,"symbols_score_info":{"300766":1.1,"000532":1.1}},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369629078942200,"gmtCreate":1731280699693,"gmtModify":1731280701309,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"降低金融监管，降低大企业税率，巴菲特现金储备到高位，这么和互联网🫧当时那么像呢🤔","listText":"降低金融监管，降低大企业税率，巴菲特现金储备到高位，这么和互联网🫧当时那么像呢🤔","text":"降低金融监管，降低大企业税率，巴菲特现金储备到高位，这么和互联网🫧当时那么像呢🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369629078942200","repostId":"1133050629","repostType":2,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368692393787880,"gmtCreate":1731055795016,"gmtModify":1731059029496,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$納指三倍做空ETF(SQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>MAGA Trump 2.0 Economic Stimulus","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$納指三倍做空ETF(SQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>MAGA Trump 2.0 Economic Stimulus","text":"$納指三倍做空ETF(SQQQ)$ MAGA Trump 2.0 Economic Stimulus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368692393787880","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367859492155592,"gmtCreate":1730827302106,"gmtModify":1730827908104,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"2012年相信皮夹克all in 现在都可以开私人喷气客机了[财迷]","listText":"2012年相信皮夹克all in 现在都可以开私人喷气客机了[财迷]","text":"2012年相信皮夹克all in 现在都可以开私人喷气客机了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367859492155592","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367763992522872,"gmtCreate":1730826630511,"gmtModify":1730826633173,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"这是假推文，马斯克的推上根本没有这个发布，而且就算是马斯克发的也不可信，他又不是慈善家，看看他在虚拟货币市场怎么割韭菜的就明白了[笑哭]","listText":"这是假推文，马斯克的推上根本没有这个发布，而且就算是马斯克发的也不可信，他又不是慈善家，看看他在虚拟货币市场怎么割韭菜的就明白了[笑哭]","text":"这是假推文，马斯克的推上根本没有这个发布，而且就算是马斯克发的也不可信，他又不是慈善家，看看他在虚拟货币市场怎么割韭菜的就明白了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367763992522872","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397147768561752,"gmtCreate":1737982362775,"gmtModify":1737982364399,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌破100接我上车😂","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌破100接我上车😂","text":"$英伟达(NVDA)$ 跌破100接我上车😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397147768561752","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368849864520104,"gmtCreate":1731092718788,"gmtModify":1731092720205,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集團ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集團ADR(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$小米集團ADR(XIACY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368849864520104","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296607737897176,"gmtCreate":1713451626157,"gmtModify":1713451634528,"author":{"id":"4091593421306780","authorId":"4091593421306780","name":"wuxxx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091593421306780","authorIdStr":"4091593421306780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/55da1a28d969320566d5646668730af9","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296607737897176","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}