股海丁蛤的个人主页 - 老虎社区

股海丁蛤

股海丁蛤

技術性調整，不要怕

IP属地：上海

26关注

2粉丝

1主题

0勋章

2024-07-26

财报靠EV，估值靠AI，这就是特斯拉现在矛盾的地方，也是股价波动的根源。对于Robotaxi和Optimus，市场尚未看到明确的信号，所以说现在就是一场豪赌，押注马斯克能继续兑现自己的天才。10月10日初见端倪。

01-31

远离中丐，多看少动，稳健投资

2024-07-08

笑死，现在随便一个初创公司都能声称自己能造出比英伟达更好且更便宜芯片，还能融到资

抱歉，原内容已删除

2024-10-14

$英伟达(NVDA)$ 大选前暂时清仓

2024-07-10

$星竞威武(NIPG)$ 家里开赌场的真·富二代为了区区2000多万美金ipo，是为了名正言顺的玩游戏？还是更方便赌球或者说赌赛？还是为了又一个头衔？

2024-07-17

$AAPL 20240920 190.0 PUT$ 根据现有公布信息，更倾向认为新一代iPhone AI功能不过是加强版siri，料无法有效激发消费者，尤其是中国大陆地区销量。

2024-11-26

$英伟达(NVDA)$ 关于英伟达，你只需要问自己相不相信AI能改变人类社会

2024-07-15

懂王说上台后要把渣克伯格送进监狱，现在眼看着他获胜概率越来越大，部分人可能坐不住了吧

03-28

就算我不了解特斯拉，我还能不了解缅a么？

2024-09-03

大模型都不是自有的，苹果算什么AI股

04-16

都说了是梦，怎么可能实现

01-27

$特朗普媒体科技集团(DJT)$

2024-10-14

$英伟达(NVDA)$ 大选前暂时清仓

2024-08-29

$英伟达(NVDA)$ 看空的求求你们快抛吧，正愁不够便宜[开心]

2024-08-20

$英伟达(NVDA)$ 继续加仓

2024-07-22

川宝：都怪姓马的给的实在太多[笑哭]

特斯拉的利好消息！特朗普正在改变他对电车的态度

2024-07-10

那他还是去买可口可乐吧，基本面几十年不变就是卖糖水的，有些人好像天生缺乏对进化的理解能力，想买百年老字号可以来a股

2024-07-10

$特斯拉(TSLA)$ 美股真的是个会回报认知的地方，24号上车特斯拉，短短11个交易日盈利30%，对比自己家里那个垃圾，真是高下立判。

03-21

夏虫不足以语冰，古人诚不欺我

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href=https://www.ithome.com/0/805/070.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>创新工场董事长兼首席执行官李开复最近在一次“私密论坛”上表达了对当前 AI 形势的看法：当前的 AI 生态系统可能正在逐渐走向“不可持续”。在他看来，现阶段除了显卡巨头英伟达在经济上收获满满，其他 AI 领域的玩家，包括应用开发者和企业，则挣扎在微薄的利润边缘，整个 AI 生态链表现出严重的“失衡”。李开复指出，通常情况下，应用开发商赚的钱要多于硬件提供商，然而在 AI 领域，这种格局被颠倒了，...</p>\n\n<a href=\"https://www.ithome.com/0/805/070.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3709368ac50f55d6210d9e89890a6fd0","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/805/070.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109801267","content_text":"创新工场董事长兼首席执行官李开复最近在一次“私密论坛”上表达了对当前 AI 形势的看法：当前的 AI 生态系统可能正在逐渐走向“不可持续”。在他看来，现阶段除了显卡巨头英伟达在经济上收获满满，其他 AI 领域的玩家，包括应用开发者和企业，则挣扎在微薄的利润边缘，整个 AI 生态链表现出严重的“失衡”。李开复指出，通常情况下，应用开发商赚的钱要多于硬件提供商，然而在 AI 领域，这种格局被颠倒了，反而是底层基础设施赚得最多。这种趋势并不健康，甚至可能拖慢 AI 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继续加仓","images":[{"img":"https://static.tigerbbs.com/72d51930a923f77577abac7a33fc1c0e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340393989058968","isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330073538170984,"gmtCreate":1721614803832,"gmtModify":1721614805768,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"川宝：都怪姓马的给的实在太多[笑哭]&nbsp;","listText":"川宝：都怪姓马的给的实在太多[笑哭]&nbsp;","text":"川宝：都怪姓马的给的实在太多[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330073538170984","repostId":"1112530425","repostType":2,"repost":{"id":"1112530425","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":1721606280,"share":"https://www.laohu8.com/m/news/1112530425?lang=&edition=full","pubTime":"2024-07-22 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Automotive和Lucid的股价分别下跌了7.5%和17.6%。</p><p>通用汽车的股价下跌了1.4%。福特和Stellantis的股价跌幅不到1%。电动汽车推出速度放缓让它们的传统业务能够更长时间地保持盈利。</p><p>投资者可能会在本周暂时搁置政治问题。福特、通用和特斯拉都将公布第二季度的业绩。</p><p>特斯拉计划在周二晚上公布业绩。华尔街预计每股收益为61美分。超过这个数字应该是预期的结果。特斯拉在7月2日报告了好于预期的第二季度交付量，并且在周一交易开始前，本月股价已经上涨了超过20%。</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>特斯拉的利好消息！特朗普正在改变他对电车的态度</title>\n<style 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07:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在星期六于密歇根州举行的前总统特朗普竞选集会上，电动汽车、特斯拉CEO埃隆·马斯克和市场的无形之手都被提及。</p><p>特朗普正在软改变对电动汽车的立场，“我喜欢埃隆·马斯克，”特朗普说。“我一直在谈论电动汽车，无论市场占比多少，10%、12%、7%、20%，怎样都可以，我完全支持。”</p><p>特朗普还提到了马斯克对他的支持以及《华尔街日报》报道的马斯克每月愿意捐赠4500万美元给一个支持特朗普竞选的新政治行动委员会。</p><p>这是前总统的新表态，他过去对电动汽车非常批评。这个转变似乎与政策有关。特朗普的新想法似乎是电动汽车可以接受，但应该让消费者自己选择最适合他们的，而不是通过政府的排放规定或补贴来干预。</p><p>取消电动汽车购买税收抵免、联邦资金用于电动汽车充电站以及排放标准的倒退将基本上减缓美国电动汽车的发展。</p><p>这对特斯拉来说是个好消息。特斯拉是唯一一家在盈利和规模上都有优势的美国电动汽车制造商。特斯拉在第二季度在美国销售了大约16.4万辆电动汽车。福特汽车紧随其后，销售了大约2.3万辆。（特斯拉在海外销售的电动汽车远远超过任何美国汽车制造商。）</p><p>第二季度的收益将在本周公布。第一季度，福特报告其电动汽车业务亏损13亿美元。特斯拉则赚了12亿美元。</p><p>“我们认为特朗普的总统任期对电动汽车行业整体来说是负面的，因为电动汽车的退税/税收激励可能会被取消，但对特斯拉来说，这可能是个积极因素，”丹·艾夫斯在最近的一份报告中写道。“特斯拉在电动汽车行业中拥有无与伦比的规模和范围。”</p><p>市场反映了艾夫斯的一些观点。上周，随着特朗普连任概率的上升，特斯拉股价下跌了3.6%。无利润的电动汽车初创公司Rivian Automotive和Lucid的股价分别下跌了7.5%和17.6%。</p><p>通用汽车的股价下跌了1.4%。福特和Stellantis的股价跌幅不到1%。电动汽车推出速度放缓让它们的传统业务能够更长时间地保持盈利。</p><p>投资者可能会在本周暂时搁置政治问题。福特、通用和特斯拉都将公布第二季度的业绩。</p><p>特斯拉计划在周二晚上公布业绩。华尔街预计每股收益为61美分。超过这个数字应该是预期的结果。特斯拉在7月2日报告了好于预期的第二季度交付量，并且在周一交易开始前，本月股价已经上涨了超过20%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112530425","content_text":"在星期六于密歇根州举行的前总统特朗普竞选集会上，电动汽车、特斯拉CEO埃隆·马斯克和市场的无形之手都被提及。特朗普正在软改变对电动汽车的立场，“我喜欢埃隆·马斯克，”特朗普说。“我一直在谈论电动汽车，无论市场占比多少，10%、12%、7%、20%，怎样都可以，我完全支持。”特朗普还提到了马斯克对他的支持以及《华尔街日报》报道的马斯克每月愿意捐赠4500万美元给一个支持特朗普竞选的新政治行动委员会。这是前总统的新表态，他过去对电动汽车非常批评。这个转变似乎与政策有关。特朗普的新想法似乎是电动汽车可以接受，但应该让消费者自己选择最适合他们的，而不是通过政府的排放规定或补贴来干预。取消电动汽车购买税收抵免、联邦资金用于电动汽车充电站以及排放标准的倒退将基本上减缓美国电动汽车的发展。这对特斯拉来说是个好消息。特斯拉是唯一一家在盈利和规模上都有优势的美国电动汽车制造商。特斯拉在第二季度在美国销售了大约16.4万辆电动汽车。福特汽车紧随其后，销售了大约2.3万辆。（特斯拉在海外销售的电动汽车远远超过任何美国汽车制造商。）第二季度的收益将在本周公布。第一季度，福特报告其电动汽车业务亏损13亿美元。特斯拉则赚了12亿美元。“我们认为特朗普的总统任期对电动汽车行业整体来说是负面的，因为电动汽车的退税/税收激励可能会被取消，但对特斯拉来说，这可能是个积极因素，”丹·艾夫斯在最近的一份报告中写道。“特斯拉在电动汽车行业中拥有无与伦比的规模和范围。”市场反映了艾夫斯的一些观点。上周，随着特朗普连任概率的上升，特斯拉股价下跌了3.6%。无利润的电动汽车初创公司Rivian 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