确定方进出的个人主页 - 老虎社区

确定方进出

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IP属地：湖北

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确定方进出

07-30

不要爹了，熊起，，，，，

确定方进出

07-21

这篇文章不错，转发给大家看看

异动解读 | 纳微半导体股价盘中暴涨27%，台积电退出氮化镓市场或成主因

确定方进出

07-19

明天上黄总的车🚗

确定方进出

07-18

牛牛牛🐮

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07-03

看看看看

确定方进出

06-13

特斯拉

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05-31

最难包的是期权，搞不懂的搞不懂

确定方进出

05-03

根据您当前的持仓情况，您的投资组合 100%集中于美华国际（MHUA.US），且持有期间已超过100天。这一特征与卡尔·伊坎（Carl Icahn）的投资风格高度相似。以下是具体分析： 🎯 核心相似点：激进集中+主动干预孤注一掷的仓位结构伊坎以“重仓押注少数标的”闻名，常通过持有目标公司大量股权（甚至控股）推动管理层变革。您当前单票满仓的操作，与他在雅虎、苹果等案例中的“All-in”策略如出一辙。押注公司潜在价值释放伊坎擅长挖掘市场低估的企业，并通过董事会席位争夺、分拆出售资产等方式催化股价。您持有美华国际期间亏损约24.39%，但未选择止损，可能隐含对其未来价值重估的预期（如并购、政策利好等）。长周期持仓的耐心尽管短期波动剧烈（最新价0.27美元 vs 成本价0.357美元），您已持有117天，与伊坎“长期博弈管理层”的时间窗口吻合（他曾在纳贝斯克案例中持股超5年）。

确定方进出

04-19

如果可以，川普想把太阳和月亮都换一下，一个霉总，感觉世界都是他的，现在想换鲍，有戏可看了。

确定方进出

04-19

复活节彩蛋大作战

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04-13

最难预测的是川普的嘴👄

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03-22

mmd，庄家就差我那100股，割了就涨

确定方进出

03-21

必须上车，因为我在车上

确定方进出

03-07

第一位：居里夫人；第二位：苏姿丰；第三位：木头姐；第四位：哈里斯；第五位：撒切尔夫人

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02-25

$美华国际(MHUA)$

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02-24

大跌刚刚开始，抄底需谨慎哦

确定方进出

02-24

$英伟达(NVDA)$ 还要回到120以下

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02-24

买不起买不起买不起，没钱

确定方进出

02-23

还不会打新，准备着……

确定方进出

02-20

$Archer Aviation Inc.(ACHR)$

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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>异动解读 | 纳微半导体股价盘中暴涨27%，台积电退出氮化镓市场或成主因</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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\">\n异动解读 | 纳微半导体股价盘中暴涨27%，台积电退出氮化镓市场或成主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-21 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，纳微半导体（NVTS）股价出现显著上涨，涨幅高达27.03%，引发市场广泛关注。这一大幅上涨可能与近期公司在氮化镓（GaN）业务方面的重大战略调整有关。</p>\n\n<p>据悉，台积电（TSM）近日宣布将在未来两年内逐步退出氮化镓业务。作为应对，纳微半导体迅速与力积电（PSMC）达成战略合作协议。根据协议，纳微半导体的650V元件产品将在未来1到2年内从台积电转由力积电代工。这一举措不仅确保了纳微半导体业务的连续性和稳定性，还可能为公司带来新的发展机遇。</p>\n\n<p>氮化镓技术在电力电子产品领域具有革命性意义，特别是在快速充电、高功率密度和节能方面有显著优势。纳微半导体作为氮化镓半导体的领先开发商，其产品广泛应用于移动设备、消费电子、企业、电动汽车和新能源市场。此次与力积电的战略合作，可能进一步增强投资者对公司未来发展前景的信心，从而推动股价大幅上涨。然而，投资者仍需密切关注公司未来的业务进展和财务表现，以评估这一战略调整的长期影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVTS":"纳微半导体"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168463511","content_text":"周一盘中，纳微半导体（NVTS）股价出现显著上涨，涨幅高达27.03%，引发市场广泛关注。这一大幅上涨可能与近期公司在氮化镓（GaN）业务方面的重大战略调整有关。\n据悉，台积电（TSM）近日宣布将在未来两年内逐步退出氮化镓业务。作为应对，纳微半导体迅速与力积电（PSMC）达成战略合作协议。根据协议，纳微半导体的650V元件产品将在未来1到2年内从台积电转由力积电代工。这一举措不仅确保了纳微半导体业务的连续性和稳定性，还可能为公司带来新的发展机遇。\n氮化镓技术在电力电子产品领域具有革命性意义，特别是在快速充电、高功率密度和节能方面有显著优势。纳微半导体作为氮化镓半导体的领先开发商，其产品广泛应用于移动设备、消费电子、企业、电动汽车和新能源市场。此次与力积电的战略合作，可能进一步增强投资者对公司未来发展前景的信心，从而推动股价大幅上涨。然而，投资者仍需密切关注公司未来的业务进展和财务表现，以评估这一战略调整的长期影响。","news_type":1,"symbols_score_info":{"NVTS":1}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458199772238440,"gmtCreate":1752901866604,"gmtModify":1752901878616,"author":{"id":"4184297385681732","authorId":"4184297385681732","name":"确定方进出","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184297385681732","authorIdStr":"4184297385681732"},"themes":[],"htmlText":"明天上黄总的车🚗","listText":"明天上黄总的车🚗","text":"明天上黄总的车🚗","images":[{"img":"https://static.tigerbbs.com/acb7ce1783afb04df5aaf2ecda9cd864","width":"1260","height":"3272"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458199772238440","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":457921975292760,"gmtCreate":1752834422415,"gmtModify":1752834424258,"author":{"id":"4184297385681732","authorId":"4184297385681732","name":"确定方进出","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184297385681732","authorIdStr":"4184297385681732"},"themes":[],"htmlText":"牛牛牛🐮","listText":"牛牛牛🐮","text":"牛牛牛🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457921975292760","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452709973881208,"gmtCreate":1751550843781,"gmtModify":1751551279697,"author":{"id":"4184297385681732","authorId":"4184297385681732","name":"确定方进出","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184297385681732","authorIdStr":"4184297385681732"},"themes":[],"htmlText":"看看看看","listText":"看看看看","text":"看看看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452709973881208","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":445627578683664,"gmtCreate":1749801421948,"gmtModify":1749801423635,"author":{"id":"4184297385681732","authorId":"4184297385681732","name":"确定方进出","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184297385681732","authorIdStr":"4184297385681732"},"themes":[],"htmlText":"特斯拉","listText":"特斯拉","text":"特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445627578683664","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440979881361480,"gmtCreate":1748699301113,"gmtModify":1748699302483,"author":{"id":"4184297385681732","authorId":"4184297385681732","name":"确定方进出","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184297385681732","authorIdStr":"4184297385681732"},"themes":[],"htmlText":"最难包的是期权，搞不懂的搞不懂","listText":"最难包的是期权，搞不懂的搞不懂","text":"最难包的是期权，搞不懂的搞不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440979881361480","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":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