非著名投机者12138的个人主页 - 老虎社区

非著名投机者12138

非著名投机者12138

常年covered call，偏好高波动，适时小赌财报，时间就是金钱，金钱就是时间～

IP属地：浙江

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非著名投机者12138

01-30

这文章都不校对直接发的么，什么“英特尔市值蒸发近 6000 亿美元”，拜托是是英伟达好吧，英特尔才不到1000亿市值，哪里能给你蒸发6000亿？[喷血] [喷血] [喷血]

DeepSeek抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好

非著名投机者12138

01-04

人均股神？巴菲特的年度报告都不好意思贴了吧？[笑哭] [笑哭] [笑哭]

非著名投机者12138

01-02

最终没能守住200%的收益率，coin双卖导致下跌加速亏损，收益大幅缩水，成也coin，败也coin，25年再战，争取再来个200%[财迷] [财迷] [财迷]

非著名投机者12138

2024-12-14

21年单押特斯拉800入1200出，年收益最高300%，沉寂了三年再度出击，英伟达打底，同时命中coin，收益再次狂飙，超过100%小虎，特此纪念，难道我就是传说中的。。。股神？[财迷] [财迷] [财迷]

非著名投机者12138

2024-12-08

也没啥大的目标，就是希望最后一个月吧，能达成今年300%的目标～ [贱笑] [贱笑] [贱笑]

非著名投机者12138

2024-11-28

在coin上吃了火鸡腿和翅肉，在特斯拉上咬了个鸡屁股，在英伟达上啃了点鸡脖子，总得来说肉还挺多，希望下次吃上三个腿六个翅膀的火鸡 [开心] [开心] [开心]

非著名投机者12138

2024-10-13

当然是达成今年收益200%的目标啦，除了7月份押注一个票失败损失几千刀导致当月收益为负，其他月份均为正收益，7月前都是短线正股投机，7月后基本covered call加部分期权投机，感觉还是短线比较得心应手，容易躲过大跌 [笑哭] [笑哭]

非著名投机者12138

2024-10-01

$英伟达(NVDA)$ 小赚即安，大赚不贪～ [害羞] [害羞] [害羞]

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justify;\">Nadella称DeepSeek&#34;确实有一些创新&#34;，并认为AI成本下降是大趋势：&#34;缩放定律在预训练和推理时间计算中不断积累。多年来，我们已经看到AI训练和推理方面的效率显著提高。在推理方面，我们通常看到每一代硬件的性价比提高2倍以上，每一代模型的性价比提高10倍以上。&#34;</p><p style=\"text-align: justify;\">微软2025财年第二财季业绩显示，公司AI业务年营收运转率已超130亿美元，同比增长175%。其中，Azure云业务营收同比增长31%，有13%的增长受到对AI需求的驱动。微软预计未来数年资本支出将继续扩大，2025财年可能超过800亿美元。</p><p style=\"text-align: justify;\">然而，由于云计算业务增速下滑和疲软的业绩指引，微软股价在财报后走低。公司预计第三财季营收将达到677亿至687亿美元之间，低于市场预期的697.8亿美元。</p><h2 id=\"id_1506566351\">Meta：誓言在AI上投入数千亿美元</h2><p style=\"text-align: justify;\">在Meta第一季度财报电话会议上，CEO Mark Zuckerberg表示，公司将&#34;非常重视&#34;AI投资，长期投资甚至可能达到&#34;数千亿美元&#34;。Meta此前已宣布，2025年将支出超过600亿美元。</p><p style=\"text-align: justify;\">面对分析师关于DeepSeek对Meta AI支出影响的提问，Zuckerberg强调，大规模投资AI基础设施将继续成为Meta的&#34;战略优势&#34;。他表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早，因为芯片对推理仍然至关重要，而Meta拥有数十亿用户。</p><p style=\"text-align: justify;\">Zuckerberg还透露，Meta下一代模型Llama 4的目标是成为世界上最具竞争力的模型，甚至超越闭源模型（如ChatGPT）。他预计Llama 4将具备代理能力和多模态能力。</p><h2 id=\"id_1836541870\">ASML：低成本AI模型将推动更多需求</h2><p style=\"text-align: justify;\">荷兰半导体设备制造商ASML的CEO Christophe Fouquet在接受CNBC采访时表示，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。</p><p style=\"text-align: justify;\">Fouquet认为，&#34;AI成本的降低可能意味着更多应用。更多应用意味着随着时间推移对芯片的需求会增加。我们将此视为芯片需求增加的机会。&#34;他强调，超大规模云计算公司目前的资本支出主要用于投资，&#34;他们正在大举投资研发。他们会继续这样做。&#34;</p><p style=\"text-align: justify;\">尽管DeepSeek引发了市场对AI芯片需求可能收缩的担忧，但Fouquet表示ASML尚未听到客户询问中国公司模型对芯片需求的影响。他指出：&#34;要让AI在未来几年真正发挥作用——不仅是超大规模云计算公司，还包括我们所有人的手机、PC——我们需要AI解决两个问题：成本和能耗。&#34;</p><p style=\"text-align: justify;\">ASML在2024年第四季度的净订单中，极紫外光刻（EUV）设备占31亿欧元，总净订单为71亿欧元。公司预计2024年底订单积压约为360亿欧元（374亿美元）。</p></body></html>","source":"wallstreetcn_hot_news","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\" 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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抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740206><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软CEO Satya Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。DeepSeek的横空出世无疑给全球AI...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ee1461711dfdd47e95d8a71eb307bd0","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3740206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507695443","content_text":"微软CEO Satya Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。DeepSeek的横空出世无疑给全球AI行业带来了新的变数。R1以低成本、高性能的特点，不仅震撼了华尔街，更引发了对科技巨头AI巨额投资的质疑。周一，英特尔市值蒸发近 6000 亿美元，创下美国历史上公司单日最大跌幅，而 ASML 和其他半导体股也遭遇重创。在此背景下，多家科技巨头相继发布财报，DeepSeek成为不可回避的话题。从ASML、Meta和微软的回应来看，他们并未因此动摇继续大规模投资AI的决心。这些科技巨头认为，AI成本下降反而可能带来更多机遇和需求。微软：DeepSeek有真创新，AI成本下降是趋势微软CEO Satya Nadella在财报电话会议上强调，DeepSeek-R1模型已可通过微软的AI平台Azure AI Foundry和GitHub获取，并将很快在微软AI电脑Copilot+ PC上运行。Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势：\"缩放定律在预训练和推理时间计算中不断积累。多年来，我们已经看到AI训练和推理方面的效率显著提高。在推理方面，我们通常看到每一代硬件的性价比提高2倍以上，每一代模型的性价比提高10倍以上。\"微软2025财年第二财季业绩显示，公司AI业务年营收运转率已超130亿美元，同比增长175%。其中，Azure云业务营收同比增长31%，有13%的增长受到对AI需求的驱动。微软预计未来数年资本支出将继续扩大，2025财年可能超过800亿美元。然而，由于云计算业务增速下滑和疲软的业绩指引，微软股价在财报后走低。公司预计第三财季营收将达到677亿至687亿美元之间，低于市场预期的697.8亿美元。Meta：誓言在AI上投入数千亿美元在Meta第一季度财报电话会议上，CEO Mark Zuckerberg表示，公司将\"非常重视\"AI投资，长期投资甚至可能达到\"数千亿美元\"。Meta此前已宣布，2025年将支出超过600亿美元。面对分析师关于DeepSeek对Meta AI支出影响的提问，Zuckerberg强调，大规模投资AI基础设施将继续成为Meta的\"战略优势\"。他表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早，因为芯片对推理仍然至关重要，而Meta拥有数十亿用户。Zuckerberg还透露，Meta下一代模型Llama 4的目标是成为世界上最具竞争力的模型，甚至超越闭源模型（如ChatGPT）。他预计Llama 4将具备代理能力和多模态能力。ASML：低成本AI模型将推动更多需求荷兰半导体设备制造商ASML的CEO Christophe Fouquet在接受CNBC采访时表示，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。Fouquet认为，\"AI成本的降低可能意味着更多应用。更多应用意味着随着时间推移对芯片的需求会增加。我们将此视为芯片需求增加的机会。\"他强调，超大规模云计算公司目前的资本支出主要用于投资，\"他们正在大举投资研发。他们会继续这样做。\"尽管DeepSeek引发了市场对AI芯片需求可能收缩的担忧，但Fouquet表示ASML尚未听到客户询问中国公司模型对芯片需求的影响。他指出：\"要让AI在未来几年真正发挥作用——不仅是超大规模云计算公司，还包括我们所有人的手机、PC——我们需要AI解决两个问题：成本和能耗。\"ASML在2024年第四季度的净订单中，极紫外光刻（EUV）设备占31亿欧元，总净订单为71亿欧元。公司预计2024年底订单积压约为360亿欧元（374亿美元）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388953698312664,"gmtCreate":1736000425785,"gmtModify":1736000429711,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"人均股神？巴菲特的年度报告都不好意思贴了吧？[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;","listText":"人均股神？巴菲特的年度报告都不好意思贴了吧？[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;","text":"人均股神？巴菲特的年度报告都不好意思贴了吧？[笑哭] [笑哭] [笑哭]","images":[{"img":"https://static.tigerbbs.com/9c8927e8c4bd8cbc06970d707e42a004","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388953698312664","isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388232259846312,"gmtCreate":1735813047960,"gmtModify":1735814171838,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"最终没能守住200%的收益率，coin双卖导致下跌加速亏损，收益大幅缩水，成也coin，败也coin，25年再战，争取再来个200%[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"最终没能守住200%的收益率，coin双卖导致下跌加速亏损，收益大幅缩水，成也coin，败也coin，25年再战，争取再来个200%[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"最终没能守住200%的收益率，coin双卖导致下跌加速亏损，收益大幅缩水，成也coin，败也coin，25年再战，争取再来个200%[财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/19206d03d9958c187e926e300627d1d7","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388232259846312","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":381463227429288,"gmtCreate":1734174775705,"gmtModify":1734179851845,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"21年单押特斯拉800入1200出，年收益最高300%，沉寂了三年再度出击，英伟达打底，同时命中coin，收益再次狂飙，超过100%小虎，特此纪念，难道我就是传说中的。。。股神？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"21年单押特斯拉800入1200出，年收益最高300%，沉寂了三年再度出击，英伟达打底，同时命中coin，收益再次狂飙，超过100%小虎，特此纪念，难道我就是传说中的。。。股神？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"21年单押特斯拉800入1200出，年收益最高300%，沉寂了三年再度出击，英伟达打底，同时命中coin，收益再次狂飙，超过100%小虎，特此纪念，难道我就是传说中的。。。股神？[财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/21a456263b907a9174a7fc092820d2d8","width":"952","height":"1613"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381463227429288","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":379340781879616,"gmtCreate":1733637934509,"gmtModify":1733639635499,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"也没啥大的目标，就是希望最后一个月吧，能达成今年300%的目标～ [贱笑] [贱笑] [贱笑]","listText":"也没啥大的目标，就是希望最后一个月吧，能达成今年300%的目标～ [贱笑] [贱笑] [贱笑]","text":"也没啥大的目标，就是希望最后一个月吧，能达成今年300%的目标～ [贱笑] [贱笑] [贱笑]","images":[{"img":"https://static.tigerbbs.com/1f3085de8eadb4b975706d54ccc1bd77"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379340781879616","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":375974858047888,"gmtCreate":1732795914166,"gmtModify":1732796130115,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"在coin上吃了火鸡腿和翅肉，在特斯拉上咬了个鸡屁股，在英伟达上啃了点鸡脖子，总得来说肉还挺多，希望下次吃上三个腿六个翅膀的火鸡 [开心] [开心] [开心]","listText":"在coin上吃了火鸡腿和翅肉，在特斯拉上咬了个鸡屁股，在英伟达上啃了点鸡脖子，总得来说肉还挺多，希望下次吃上三个腿六个翅膀的火鸡 [开心] [开心] [开心]","text":"在coin上吃了火鸡腿和翅肉，在特斯拉上咬了个鸡屁股，在英伟达上啃了点鸡脖子，总得来说肉还挺多，希望下次吃上三个腿六个翅膀的火鸡 [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/d88601dac1e7b87cbe92770bfa5c7e80"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375974858047888","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359532691325072,"gmtCreate":1728784451409,"gmtModify":1728786168828,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"当然是达成今年收益200%的目标啦，除了7月份押注一个票失败损失几千刀导致当月收益为负，其他月份均为正收益，7月前都是短线正股投机，7月后基本covered call加部分期权投机，感觉还是短线比较得心应手，容易躲过大跌 [笑哭] [笑哭]","listText":"当然是达成今年收益200%的目标啦，除了7月份押注一个票失败损失几千刀导致当月收益为负，其他月份均为正收益，7月前都是短线正股投机，7月后基本covered call加部分期权投机，感觉还是短线比较得心应手，容易躲过大跌 [笑哭] [笑哭]","text":"当然是达成今年收益200%的目标啦，除了7月份押注一个票失败损失几千刀导致当月收益为负，其他月份均为正收益，7月前都是短线正股投机，7月后基本covered call加部分期权投机，感觉还是短线比较得心应手，容易躲过大跌 [笑哭] [笑哭]","images":[{"img":"https://static.tigerbbs.com/2e0a5e16eec4a9b30664f6dc05417046"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359532691325072","isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/8056d36a8d17266379632873b136f02c","crmLevel":2,"crmLevelSwitch":1,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"content":"厉害呀，cover call 哪个票","text":"厉害呀，cover call 哪个票","html":"厉害呀，cover call 哪个票"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355193692025152,"gmtCreate":1727719187580,"gmtModify":1727733017767,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a>小赚即安，大赚不贪～ [害羞] [害羞] [害羞]","listText":"<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a>小赚即安，大赚不贪～ [害羞] [害羞] [害羞]","text":"$英伟达(NVDA)$ 小赚即安，大赚不贪～ [害羞] [害羞] [害羞]","images":[{"img":"https://static.tigerbbs.com/562c5042e70deb1011108b70544df0a5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355193692025152","isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":359532691325072,"gmtCreate":1728784451409,"gmtModify":1728786168828,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"当然是达成今年收益200%的目标啦，除了7月份押注一个票失败损失几千刀导致当月收益为负，其他月份均为正收益，7月前都是短线正股投机，7月后基本covered call加部分期权投机，感觉还是短线比较得心应手，容易躲过大跌 [笑哭] [笑哭]","listText":"当然是达成今年收益200%的目标啦，除了7月份押注一个票失败损失几千刀导致当月收益为负，其他月份均为正收益，7月前都是短线正股投机，7月后基本covered call加部分期权投机，感觉还是短线比较得心应手，容易躲过大跌 [笑哭] [笑哭]","text":"当然是达成今年收益200%的目标啦，除了7月份押注一个票失败损失几千刀导致当月收益为负，其他月份均为正收益，7月前都是短线正股投机，7月后基本covered call加部分期权投机，感觉还是短线比较得心应手，容易躲过大跌 [笑哭] [笑哭]","images":[{"img":"https://static.tigerbbs.com/2e0a5e16eec4a9b30664f6dc05417046"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359532691325072","isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/8056d36a8d17266379632873b136f02c","crmLevel":2,"crmLevelSwitch":1,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"content":"厉害呀，cover call 哪个票","text":"厉害呀，cover call 哪个票","html":"厉害呀，cover call 哪个票"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398071693951424,"gmtCreate":1738207990881,"gmtModify":1738207993247,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"这文章都不校对直接发的么，什么“英特尔市值蒸发近 6000 亿美元”，拜托是是英伟达好吧，英特尔才不到1000亿市值，哪里能给你蒸发6000亿？[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","listText":"这文章都不校对直接发的么，什么“英特尔市值蒸发近 6000 亿美元”，拜托是是英伟达好吧，英特尔才不到1000亿市值，哪里能给你蒸发6000亿？[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","text":"这文章都不校对直接发的么，什么“英特尔市值蒸发近 6000 亿美元”，拜托是是英伟达好吧，英特尔才不到1000亿市值，哪里能给你蒸发6000亿？[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398071693951424","repostId":"2507695443","repostType":2,"repost":{"id":"2507695443","kind":"news","pubTimestamp":1738202136,"share":"https://www.laohu8.com/m/news/2507695443?lang=&edition=full","pubTime":"2025-01-30 09:55","market":"us","language":"zh","title":"DeepSeek抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2507695443","media":"华尔街见闻","summary":"微软CEO Satya Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。","content":"<html><head></head><body><blockquote><p>微软CEO Satya Nadella称DeepSeek&#34;确实有一些创新&#34;，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。</p></blockquote><p style=\"text-align: justify;\">DeepSeek的横空出世无疑给全球AI行业带来了新的变数。</p><p style=\"text-align: justify;\">R1以低成本、高性能的特点，不仅震撼了华尔街，更引发了对科技巨头AI巨额投资的质疑。周一，英特尔市值蒸发近 6000 亿美元，创下美国历史上公司单日最大跌幅，而 ASML 和其他半导体股也遭遇重创。</p><p style=\"text-align: justify;\">在此背景下，多家科技巨头相继发布财报，DeepSeek成为不可回避的话题。</p><p style=\"text-align: justify;\">从ASML、Meta和微软的回应来看，他们并未因此动摇继续大规模投资AI的决心。这些科技巨头认为，AI成本下降反而可能带来更多机遇和需求。</p><h2 id=\"id_3822300764\">微软：DeepSeek有真创新，AI成本下降是趋势</h2><p style=\"text-align: justify;\">微软CEO Satya Nadella在财报电话会议上强调，DeepSeek-R1模型已可通过微软的AI平台Azure AI Foundry和GitHub获取，并将很快在微软AI电脑Copilot+ PC上运行。</p><p style=\"text-align: justify;\">Nadella称DeepSeek&#34;确实有一些创新&#34;，并认为AI成本下降是大趋势：&#34;缩放定律在预训练和推理时间计算中不断积累。多年来，我们已经看到AI训练和推理方面的效率显著提高。在推理方面，我们通常看到每一代硬件的性价比提高2倍以上，每一代模型的性价比提高10倍以上。&#34;</p><p style=\"text-align: justify;\">微软2025财年第二财季业绩显示，公司AI业务年营收运转率已超130亿美元，同比增长175%。其中，Azure云业务营收同比增长31%，有13%的增长受到对AI需求的驱动。微软预计未来数年资本支出将继续扩大，2025财年可能超过800亿美元。</p><p style=\"text-align: justify;\">然而，由于云计算业务增速下滑和疲软的业绩指引，微软股价在财报后走低。公司预计第三财季营收将达到677亿至687亿美元之间，低于市场预期的697.8亿美元。</p><h2 id=\"id_1506566351\">Meta：誓言在AI上投入数千亿美元</h2><p style=\"text-align: justify;\">在Meta第一季度财报电话会议上，CEO Mark Zuckerberg表示，公司将&#34;非常重视&#34;AI投资，长期投资甚至可能达到&#34;数千亿美元&#34;。Meta此前已宣布，2025年将支出超过600亿美元。</p><p style=\"text-align: justify;\">面对分析师关于DeepSeek对Meta AI支出影响的提问，Zuckerberg强调，大规模投资AI基础设施将继续成为Meta的&#34;战略优势&#34;。他表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早，因为芯片对推理仍然至关重要，而Meta拥有数十亿用户。</p><p style=\"text-align: justify;\">Zuckerberg还透露，Meta下一代模型Llama 4的目标是成为世界上最具竞争力的模型，甚至超越闭源模型（如ChatGPT）。他预计Llama 4将具备代理能力和多模态能力。</p><h2 id=\"id_1836541870\">ASML：低成本AI模型将推动更多需求</h2><p style=\"text-align: justify;\">荷兰半导体设备制造商ASML的CEO Christophe Fouquet在接受CNBC采访时表示，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。</p><p style=\"text-align: justify;\">Fouquet认为，&#34;AI成本的降低可能意味着更多应用。更多应用意味着随着时间推移对芯片的需求会增加。我们将此视为芯片需求增加的机会。&#34;他强调，超大规模云计算公司目前的资本支出主要用于投资，&#34;他们正在大举投资研发。他们会继续这样做。&#34;</p><p style=\"text-align: justify;\">尽管DeepSeek引发了市场对AI芯片需求可能收缩的担忧，但Fouquet表示ASML尚未听到客户询问中国公司模型对芯片需求的影响。他指出：&#34;要让AI在未来几年真正发挥作用——不仅是超大规模云计算公司，还包括我们所有人的手机、PC——我们需要AI解决两个问题：成本和能耗。&#34;</p><p style=\"text-align: justify;\">ASML在2024年第四季度的净订单中，极紫外光刻（EUV）设备占31亿欧元，总净订单为71亿欧元。公司预计2024年底订单积压约为360亿欧元（374亿美元）。</p></body></html>","source":"wallstreetcn_hot_news","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抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好</title>\n<style 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href=\"https://wallstreetcn.com/articles/3740206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ee1461711dfdd47e95d8a71eb307bd0","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3740206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507695443","content_text":"微软CEO Satya Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。DeepSeek的横空出世无疑给全球AI行业带来了新的变数。R1以低成本、高性能的特点，不仅震撼了华尔街，更引发了对科技巨头AI巨额投资的质疑。周一，英特尔市值蒸发近 6000 亿美元，创下美国历史上公司单日最大跌幅，而 ASML 和其他半导体股也遭遇重创。在此背景下，多家科技巨头相继发布财报，DeepSeek成为不可回避的话题。从ASML、Meta和微软的回应来看，他们并未因此动摇继续大规模投资AI的决心。这些科技巨头认为，AI成本下降反而可能带来更多机遇和需求。微软：DeepSeek有真创新，AI成本下降是趋势微软CEO Satya Nadella在财报电话会议上强调，DeepSeek-R1模型已可通过微软的AI平台Azure AI Foundry和GitHub获取，并将很快在微软AI电脑Copilot+ PC上运行。Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势：\"缩放定律在预训练和推理时间计算中不断积累。多年来，我们已经看到AI训练和推理方面的效率显著提高。在推理方面，我们通常看到每一代硬件的性价比提高2倍以上，每一代模型的性价比提高10倍以上。\"微软2025财年第二财季业绩显示，公司AI业务年营收运转率已超130亿美元，同比增长175%。其中，Azure云业务营收同比增长31%，有13%的增长受到对AI需求的驱动。微软预计未来数年资本支出将继续扩大，2025财年可能超过800亿美元。然而，由于云计算业务增速下滑和疲软的业绩指引，微软股价在财报后走低。公司预计第三财季营收将达到677亿至687亿美元之间，低于市场预期的697.8亿美元。Meta：誓言在AI上投入数千亿美元在Meta第一季度财报电话会议上，CEO Mark Zuckerberg表示，公司将\"非常重视\"AI投资，长期投资甚至可能达到\"数千亿美元\"。Meta此前已宣布，2025年将支出超过600亿美元。面对分析师关于DeepSeek对Meta AI支出影响的提问，Zuckerberg强调，大规模投资AI基础设施将继续成为Meta的\"战略优势\"。他表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早，因为芯片对推理仍然至关重要，而Meta拥有数十亿用户。Zuckerberg还透露，Meta下一代模型Llama 4的目标是成为世界上最具竞争力的模型，甚至超越闭源模型（如ChatGPT）。他预计Llama 4将具备代理能力和多模态能力。ASML：低成本AI模型将推动更多需求荷兰半导体设备制造商ASML的CEO Christophe Fouquet在接受CNBC采访时表示，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。Fouquet认为，\"AI成本的降低可能意味着更多应用。更多应用意味着随着时间推移对芯片的需求会增加。我们将此视为芯片需求增加的机会。\"他强调，超大规模云计算公司目前的资本支出主要用于投资，\"他们正在大举投资研发。他们会继续这样做。\"尽管DeepSeek引发了市场对AI芯片需求可能收缩的担忧，但Fouquet表示ASML尚未听到客户询问中国公司模型对芯片需求的影响。他指出：\"要让AI在未来几年真正发挥作用——不仅是超大规模云计算公司，还包括我们所有人的手机、PC——我们需要AI解决两个问题：成本和能耗。\"ASML在2024年第四季度的净订单中，极紫外光刻（EUV）设备占31亿欧元，总净订单为71亿欧元。公司预计2024年底订单积压约为360亿欧元（374亿美元）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388953698312664,"gmtCreate":1736000425785,"gmtModify":1736000429711,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"人均股神？巴菲特的年度报告都不好意思贴了吧？[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;","listText":"人均股神？巴菲特的年度报告都不好意思贴了吧？[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;[笑哭]&nbsp;&nbsp;","text":"人均股神？巴菲特的年度报告都不好意思贴了吧？[笑哭] [笑哭] [笑哭]","images":[{"img":"https://static.tigerbbs.com/9c8927e8c4bd8cbc06970d707e42a004","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388953698312664","isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":375974858047888,"gmtCreate":1732795914166,"gmtModify":1732796130115,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"在coin上吃了火鸡腿和翅肉，在特斯拉上咬了个鸡屁股，在英伟达上啃了点鸡脖子，总得来说肉还挺多，希望下次吃上三个腿六个翅膀的火鸡 [开心] [开心] [开心]","listText":"在coin上吃了火鸡腿和翅肉，在特斯拉上咬了个鸡屁股，在英伟达上啃了点鸡脖子，总得来说肉还挺多，希望下次吃上三个腿六个翅膀的火鸡 [开心] [开心] [开心]","text":"在coin上吃了火鸡腿和翅肉，在特斯拉上咬了个鸡屁股，在英伟达上啃了点鸡脖子，总得来说肉还挺多，希望下次吃上三个腿六个翅膀的火鸡 [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/d88601dac1e7b87cbe92770bfa5c7e80"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375974858047888","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388232259846312,"gmtCreate":1735813047960,"gmtModify":1735814171838,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"最终没能守住200%的收益率，coin双卖导致下跌加速亏损，收益大幅缩水，成也coin，败也coin，25年再战，争取再来个200%[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"最终没能守住200%的收益率，coin双卖导致下跌加速亏损，收益大幅缩水，成也coin，败也coin，25年再战，争取再来个200%[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"最终没能守住200%的收益率，coin双卖导致下跌加速亏损，收益大幅缩水，成也coin，败也coin，25年再战，争取再来个200%[财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/19206d03d9958c187e926e300627d1d7","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388232259846312","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":381463227429288,"gmtCreate":1734174775705,"gmtModify":1734179851845,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"21年单押特斯拉800入1200出，年收益最高300%，沉寂了三年再度出击，英伟达打底，同时命中coin，收益再次狂飙，超过100%小虎，特此纪念，难道我就是传说中的。。。股神？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"21年单押特斯拉800入1200出，年收益最高300%，沉寂了三年再度出击，英伟达打底，同时命中coin，收益再次狂飙，超过100%小虎，特此纪念，难道我就是传说中的。。。股神？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"21年单押特斯拉800入1200出，年收益最高300%，沉寂了三年再度出击，英伟达打底，同时命中coin，收益再次狂飙，超过100%小虎，特此纪念，难道我就是传说中的。。。股神？[财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/21a456263b907a9174a7fc092820d2d8","width":"952","height":"1613"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381463227429288","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":379340781879616,"gmtCreate":1733637934509,"gmtModify":1733639635499,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"也没啥大的目标，就是希望最后一个月吧，能达成今年300%的目标～ [贱笑] [贱笑] [贱笑]","listText":"也没啥大的目标，就是希望最后一个月吧，能达成今年300%的目标～ [贱笑] [贱笑] [贱笑]","text":"也没啥大的目标，就是希望最后一个月吧，能达成今年300%的目标～ [贱笑] [贱笑] [贱笑]","images":[{"img":"https://static.tigerbbs.com/1f3085de8eadb4b975706d54ccc1bd77"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379340781879616","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355193692025152,"gmtCreate":1727719187580,"gmtModify":1727733017767,"author":{"id":"4159596599335032","authorId":"4159596599335032","name":"非著名投机者12138","avatar":"https://static.tigerbbs.com/39936964de3cce74e37462a5c0f55cca","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4159596599335032","authorIdStr":"4159596599335032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a>小赚即安，大赚不贪～ [害羞] [害羞] [害羞]","listText":"<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a>小赚即安，大赚不贪～ [害羞] [害羞] [害羞]","text":"$英伟达(NVDA)$ 小赚即安，大赚不贪～ [害羞] [害羞] [害羞]","images":[{"img":"https://static.tigerbbs.com/562c5042e70deb1011108b70544df0a5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355193692025152","isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}