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06-23

我平仓了100.0股$Oklo Inc.(OKLO)$ ,见顶顶背离，高管不断卖，认栽

02-27

你要不要看看你在说什么

异动解读 | 金山软件盘中暴跌5.38%,AI云业务前景存隐忧

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</p>\n<p class=\"h-time\">2025-02-27 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金山软件(03888.HK)今日盘中股价大幅下挫5.38%,引发市场对其未来发展前景的忧虑。</p>\n\n<p>消息面上,金山软件旗下的金山云业务面临来自硅谷巨头深色科技(DeepSeek)的竞争压力。作为AI领域的后起之秀,DeepSeek凭借强大的AI算力和云计算实力,可能会抢占金山云在AI云服务领域的份额。据悉,金山云目前的AI云收入规模与百度智能云相当,远低于阿里云,如果失去了小米公司的订单支持,金山云将陷入更大的发展困境。</p>\n\n<p>分析人士指出,尽管金山软件为提振业绩进行了多元化发展,但作为其核心的金山云收入占比仍然很高。一旦该业务受到冲击,将直接影响到公司的整体业绩表现。为抢夺市场份额,金山云或需加大在AI等新兴领域的投入,短期内或将加重公司的盈利压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03888":"金山软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123055152","content_text":"金山软件(03888.HK)今日盘中股价大幅下挫5.38%,引发市场对其未来发展前景的忧虑。\n消息面上,金山软件旗下的金山云业务面临来自硅谷巨头深色科技(DeepSeek)的竞争压力。作为AI领域的后起之秀,DeepSeek凭借强大的AI算力和云计算实力,可能会抢占金山云在AI云服务领域的份额。据悉,金山云目前的AI云收入规模与百度智能云相当,远低于阿里云,如果失去了小米公司的订单支持,金山云将陷入更大的发展困境。\n分析人士指出,尽管金山软件为提振业绩进行了多元化发展,但作为其核心的金山云收入占比仍然很高。一旦该业务受到冲击,将直接影响到公司的整体业绩表现。为抢夺市场份额,金山云或需加大在AI等新兴领域的投入,短期内或将加重公司的盈利压力。","news_type":1,"symbols_score_info":{"03888":1}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":471291629867296,"gmtCreate":1756092254362,"gmtModify":1756438972719,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我开仓了1000.0股<a 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DIGITAL CORP(APLD)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我平仓了642.0股$APPLIED DIGITAL CORP(APLD)$ ,去查看订单详情。@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461967564157248","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445320340955912,"gmtCreate":1749742581716,"gmtModify":1753956187587,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我开仓了2.0股<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a>,去查看订单详情。","listText":"我开仓了2.0股<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a>,去查看订单详情。","text":"我开仓了2.0股$礼来(LLY)$ ,去查看订单详情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/445320340955912","isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467430632026296,"gmtCreate":1755135742274,"gmtModify":1756432012802,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我开仓了500.0股<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我开仓了500.0股<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我开仓了500.0股$比亚迪股份(01211)$ ,去查看订单详情。@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467430632026296","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464403012071952,"gmtCreate":1754404578671,"gmtModify":1754956904797,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我开仓了8.0股<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$&nbsp;</a>,去查看订单详情。<a 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href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我开仓了5.0股<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我开仓了5.0股$Datadog(DDOG)$ 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href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我开仓了10.0股$Datadog(DDOG)$ ,去查看订单详情。@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462699609493736","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462483671945536,"gmtCreate":1753929742378,"gmtModify":1756394477046,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我开仓了500.0股<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我开仓了500.0股<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$&nbsp;</a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我开仓了500.0股$比亚迪股份(01211)$ ,去查看订单详情。@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462483671945536","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462442386542912,"gmtCreate":1753919662935,"gmtModify":1754956904876,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我开仓了10.0股<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$&nbsp;</a>,去查看订单详情。<a 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href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我开仓了50.0股$Datadog(DDOG)$ ,去查看订单详情。@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461974939042112","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449195954061488,"gmtCreate":1750693227443,"gmtModify":1750696418073,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我平仓了100.0股<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a>,见顶顶背离，高管不断卖，认栽","listText":"我平仓了100.0股<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a>,见顶顶背离，高管不断卖，认栽","text":"我平仓了100.0股$Oklo Inc.(OKLO)$ ,见顶顶背离，高管不断卖，认栽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449195954061488","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448013839368512,"gmtCreate":1750401015847,"gmtModify":1750401017103,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183849596026042","authorIdStr":"4183849596026042"},"themes":[],"htmlText":"我平仓了1000.0股<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$&nbsp;</a>,去查看订单详情。","listText":"我平仓了1000.0股<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$&nbsp;</a>,去查看订单详情。","text":"我平仓了1000.0股$海天味业(03288)$ 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