玖柒 I Devin的个人主页 - 老虎社区

玖柒 I Devin

玖柒 I Devin

我是一个正人

IP属地：广东

49关注

3粉丝

1主题

0勋章

2024-11-29

我左有青龙饮水，右有白虎甩尾$MicroStrategy(MSTR)$

2024-11-28

求而不得，舍而不能，得而不惜，这是人生最大的悲哀。

04-02

美光大跌属存储芯片周期调整，与储能板块基本面无关，储能仍长期看好。一、美光下跌原因（与储能无关） • 谷歌AI内存压缩技术冲击预期，叠加前期涨幅过大、获利盘出逃。 • 市场担忧存储周期见顶、产能过剩，属行业自身逻辑。二、储能板块逻辑（独立且强劲） • 政策强推：新型储能为国家支柱产业，强制配储、容量电价落地。 • 需求爆发：2026年装机同比增60%+，AI算力中心配套储能打开新空间。 • 盈利改善：低价内卷整治，技术/成本优势向头部集中。 • 短期波动：属情绪与资金面影响，长期高景气不变。三、结论美光下跌不影响储能赛道，板块仍处高增长周期，优选订单饱满、盈利兑现的龙头。

2024-11-26

感觉最近心事重重啊！怎么办？那个小哥哥能救救我！

2024-11-26

感觉搞黄金不如搞对冲，搞对冲不如搞比特币！看上很好，只能望梅止渴，没出都能看的很激动，上手就废！

2024-12-18

相信相信的力量

2024-12-16

给有准备的人

2024-12-04

很奇怪，为何人潮拥挤，我偏偏一眼就认出了你。

2024-11-30

我有两颗心，一颗用来痛苦，一颗用来原谅。

2024-11-29

$LAU.HK 20241230 115.00 CALL$ 遇见更好要知足

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需求爆发：2026年装机同比增60%+，AI算力中心配套储能打开新空间。 • 盈利改善：低价内卷整治，技术/成本优势向头部集中。 • 短期波动：属情绪与资金面影响，长期高景气不变。 三、结论 美光下跌不影响储能赛道，板块仍处高增长周期，优选订单饱满、盈利兑现的龙头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/549223433947024","isVote":1,"tweetType":1,"viewCount":11089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000455","authorId":"9000000000000455","name":"NicoleBryce","avatar":"https://static.tigerbbs.com/940cd66d167372f7f8c87af79e053e34","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000455","authorIdStr":"9000000000000455"},"content":"储能爆发力十足，龙头股坐等翻倍！","text":"储能爆发力十足，龙头股坐等翻倍！","html":"储能爆发力十足，龙头股坐等翻倍！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382852196495544,"gmtCreate":1734504836829,"gmtModify":1734504841382,"author":{"id":"4180993282615992","authorId":"4180993282615992","name":"玖柒 I 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I 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