好事花生的个人主页 - 老虎社区

好事花生

好事花生

新人美股探路，持续看好AI前景

IP属地：上海

10关注

34粉丝

0主题

0勋章

02-19

$美元/离岸人民币(USDCNH.FOREX)$ 美俄合作压力给到中国

08-08

我平仓了5.0组$美国超微公司 VERTICAL 250808 PUT 167.5/PUT 170.0$ ,已经取得91%的收益，不必吃满，提高资金利用率

09-19

我开仓了$INTC 20250919 30.0 PUT$ ,不看好，赌一把

09-10

甲骨文豪掷千亿，英伟达再度点燃华尔街！

在 AI 叙事一度陷入质疑的时刻，甲骨文用一份“炸裂”的 2026 财年 Q1 财报，为整个 AI 半导体行业打下一针强心剂。营收虽略低于预期，但庞大的 4,550 亿美元云合同积压（RPO），加上与 OpenAI、AWS、微软等巨头的深度绑定，让投资者看到了 AI 基础设施需求的真实落地。盘后一度飙$甲骨文(ORCL)$ 最引人注目的，是甲骨文宣布未来将追加 350 亿美元资本支出，在全球大规模扩建数据中心，并推出 AI 数据库，直接承载 ChatGPT、Grok、Gemini 等顶级大模型的运行。这意味着 GPU 的采购量将持续放大，英伟达的高端 AI 芯片需求曲线再次被推上高峰。华尔街原本对 AI 变现节奏心存疑虑，如今在甲骨文的重金下注和订单爆棚面前，那些疑云似乎一夜之间消散。甲骨文的财报，不仅是自身云转型的里程碑，更像是为英伟达和整个 AI 半导体板块按下了加速键。资本市场嗅觉敏锐，甲骨文股价盘后狂飙逾 25%，投资人纷纷转而问：下一个腾空而起的，会不会正是英伟达$英伟达(NVDA)$

甲骨文豪掷千亿，英伟达再度点燃华尔街！

08-11

我平仓了100.0股$英伟达(NVDA)$ ,正股比如期权划算

10-03

我平仓了$Meta Platforms, Inc.(META)$ ,不在看不懂的地方花钱，Sora这么火，还是不要左侧操作了，赶紧跑了吧

08-20

我开仓了20.0股$Palantir Technologies Inc.(PLTR)$ ,看多，回到财报前，上车

08-09

我平仓了$NVTS 20250808 9.5 CALL$ ,蝶式期权拆腿分别平仓，call保护腿归零自动作废省一笔平仓费

09-30

我开仓了$麦克莫兰铜金(FCX)$ ,AI耗电是共识，电力公司有很多家，水风火核都可以发电，但建设和铺设运输电力，铜原料确定性更高！来铜资源会进一步紧张，虽然不如稀土那般，但铜会以自己的方式绽放

08-08

我平仓了1.0组$英伟达 CUSTOM 250919 PUT 175.0/PUT 180.0/PUT 185.0$ ,现在还不是好的价格，今晚会择机入场，30是目标价

08-07

我平仓了5.0组$纳微半导体 VERTICAL 250808 PUT 8.0/PUT 6.5$ ,纳微半导体真是拉跨，平仓认负！

08-07

$MSFT 20250815 530.0 PUT$ 长期看好微软

10-01

我开仓了1手$NVDA 20251031 190.0 CALL$ ,技术面上升通道已开，阻力位突破，持有待涨

09-18

我平仓了$Palantir Technologies Inc.(PLTR)$ ,降息前回笼点资金

09-11

我开仓了$半导体指数ETF-HOLDRs(SMH)$ ,定投中

09-10

我平仓了1.0组$微软 VERTICAL 250912 PUT 495.0/PUT 440.0$ ,达到预期收益平仓

09-04

我开仓了$半导体指数ETF-HOLDRs(SMH)$ ,每周定投，18年后看效果！希望有点运气

09-04

我开仓了$ARK Innovation ETF(ARKK)$ ,每周定投，18年后看效果！希望有点运气

08-29

外卖996不香了？连个人才都聚集不起来就开始说搞芯片，嘴强

市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工

08-26

我开仓了4手$SMCI 20260220 50.0 CALL$ ,看多

去老虎APP查看更多动态

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,每周定投，18年后看效果！希望有点运气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474852074692992","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472860973232224,"gmtCreate":1756476428917,"gmtModify":1756476430793,"author":{"id":"4169088195852932","authorId":"4169088195852932","name":"好事花生","avatar":"https://static.tigerbbs.com/0058a4f0aede15b232da8c5527b83d61","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4169088195852932","authorIdStr":"4169088195852932"},"themes":[],"htmlText":"外卖996不香了？连个人才都聚集不起来就开始说搞芯片，嘴强","listText":"外卖996不香了？连个人才都聚集不起来就开始说搞芯片，嘴强","text":"外卖996不香了？连个人才都聚集不起来就开始说搞芯片，嘴强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472860973232224","repostId":"1143336870","repostType":4,"repost":{"id":"1143336870","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":1756474727,"share":"https://www.laohu8.com/m/news/1143336870?lang=&edition=full","pubTime":"2025-08-29 21:38","market":"us","language":"zh","title":"市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工","url":"https://stock-news.laohu8.com/highlight/detail?id=1143336870","media":"老虎资讯综合","summary":"转为由国内一家企业代工。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" tg-width=\"560\" 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class=\"title\">\n市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工\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\">2025-08-29 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" 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/5177d7812ef76cff1bd9b42843979808","relate_stocks":{"BABA":"阿里巴巴","TSM":"台积电","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143336870","content_text":"周五， 阿里巴巴 盘初大涨超9%。同时， 英伟达 快速下挫超3%， 台积电 跌超2%。市场消息：阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"BABA":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471790332624992,"gmtCreate":1756215042050,"gmtModify":1759796502345,"author":{"id":"4169088195852932","authorId":"4169088195852932","name":"好事花生","avatar":"https://static.tigerbbs.com/0058a4f0aede15b232da8c5527b83d61","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4169088195852932","authorIdStr":"4169088195852932"},"themes":[],"htmlText":"我开仓了4手<a href=\"https://laohu8.com/OPT/SMCI 20260220 50.0 CALL\">$SMCI 20260220 50.0 CALL$&nbsp;</a>,看多","listText":"我开仓了4手<a href=\"https://laohu8.com/OPT/SMCI 20260220 50.0 CALL\">$SMCI 20260220 50.0 CALL$&nbsp;</a>,看多","text":"我开仓了4手$SMCI 20260220 50.0 CALL$ 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