無羈的風的个人主页 - 老虎社区

無羈的風

無羈的風

暂无个人介绍

IP属地：安徽

56关注

0粉丝

1主题

0勋章

06-07

[开心] 看好

@谋定后动:隐形护城河：为什么AI军工股可能是未来10年最稳的大趋势？（2025年第24周总第225期）

06-04

$蔚来(NIO)$ 加油，继续持有～

05-26

$霸王茶姬(CHA)$

05-19

05-12

$纳微半导体(NVTS)$ 继续加油！

05-12

$霸王茶姬(CHA)$ 这是啥情况？！跌成狗了

05-08

$纳微半导体(NVTS)$ 这票怎样

05-02

$霸王茶姬(CHA)$ [财迷]

04-23

$霸王茶姬(CHA)$ 突破天际、突破雪王，加油

04-17

翻倍指日可待，就冲它的伯牙绝弦[开心]

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4206626099006082","uuid":"4206626099006082","gmtCreate":1743525921208,"gmtModify":1744732269127,"name":"無羈的風","pinyin":"無羈d風無羈de風","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":56,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":8,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.28","exceedPercentage":"60.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":"安徽","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":47,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":443505680253136,"gmtCreate":1749300770006,"gmtModify":1749300771697,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"[开心]&nbsp; 看好","listText":"[开心]&nbsp; 看好","text":"[开心] 看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443505680253136","repostId":"443395012874688","repostType":1,"repost":{"id":443395012874688,"gmtCreate":1749272938307,"gmtModify":1749274902399,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"隐形护城河：为什么AI军工股可能是未来10年最稳的大趋势？（2025年第24周 总第225期）","htmlText":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","listText":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","text":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","images":[{"img":"https://static.tigerbbs.com/851635f090d7bc9912728dffb9f75ea9","width":"1333","height":"959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443395012874688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442473993957992,"gmtCreate":1749048861049,"gmtModify":1749048863142,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp; 加油，继续持有～","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp; 加油，继续持有～","text":"$蔚来(NIO)$ 加油，继续持有～","images":[{"img":"https://static.tigerbbs.com/dfddf4bbdcae3c72c2856ce6e40aeb37","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442473993957992","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439286487285888,"gmtCreate":1748266469735,"gmtModify":1748266471942,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>&nbsp;","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/c844a5013c322c4f8d846c367f1b1c3f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439286487285888","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":436866290725760,"gmtCreate":1747669603680,"gmtModify":1747669606623,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/07d94c3b91ee0a79ef356bd4cfbd5a2b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436866290725760","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434304807875192,"gmtCreate":1747064945596,"gmtModify":1747064949026,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油！","listText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油！","text":"$纳微半导体(NVTS)$ 继续加油！","images":[{"img":"https://static.tigerbbs.com/fba0f08e62da4ff5b7f8eca32e075e4a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/434304807875192","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":434302560961200,"gmtCreate":1747064851715,"gmtModify":1747065470435,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 这是啥情况？！跌成狗了","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 这是啥情况？！跌成狗了","text":"$霸王茶姬(CHA)$ 这是啥情况？！跌成狗了","images":[{"img":"https://static.tigerbbs.com/06fab601fadb86fe85e96750dd56e086","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434302560961200","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":432542206316784,"gmtCreate":1746634550571,"gmtModify":1746634553208,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 这票怎样","listText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 这票怎样","text":"$纳微半导体(NVTS)$ 这票怎样","images":[{"img":"https://static.tigerbbs.com/bdd417f49df919e6f3dd1bc71983ac91","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432542206316784","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430695041855736,"gmtCreate":1746171626344,"gmtModify":1746172267073,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> [财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> [财迷]&nbsp;&nbsp;","text":"$霸王茶姬(CHA)$ [财迷]","images":[{"img":"https://static.tigerbbs.com/a4b26c53052845868b606186b05acddb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/430695041855736","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120865200482900","authorId":"4120865200482900","name":"炒股养家 宜宾炒家","avatar":"https://static.tigerbbs.com/6b12cfac86fc8e1eae843a12f1b9d247","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4120865200482900","idStr":"4120865200482900"},"content":"怎么做到28成本的","text":"怎么做到28成本的","html":"怎么做到28成本的"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":427560218935432,"gmtCreate":1745408421214,"gmtModify":1745413503411,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 突破天际、突破雪王，加油","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 突破天际、突破雪王，加油","text":"$霸王茶姬(CHA)$ 突破天际、突破雪王，加油","images":[{"img":"https://static.tigerbbs.com/1f046aa98ef45c87da7fdbba03fb5da5","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427560218935432","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":425549380457128,"gmtCreate":1744903788493,"gmtModify":1744904003166,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206626099006082","idStr":"4206626099006082"},"themes":[],"htmlText":"翻倍指日可待，就冲它的伯牙绝弦[开心]","listText":"翻倍指日可待，就冲它的伯牙绝弦[开心]","text":"翻倍指日可待，就冲它的伯牙绝弦[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425549380457128","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":434304807875192,"gmtCreate":1747064945596,"gmtModify":1747064949026,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油！","listText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油！","text":"$纳微半导体(NVTS)$ 继续加油！","images":[{"img":"https://static.tigerbbs.com/fba0f08e62da4ff5b7f8eca32e075e4a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/434304807875192","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":432542206316784,"gmtCreate":1746634550571,"gmtModify":1746634553208,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 这票怎样","listText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 这票怎样","text":"$纳微半导体(NVTS)$ 这票怎样","images":[{"img":"https://static.tigerbbs.com/bdd417f49df919e6f3dd1bc71983ac91","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432542206316784","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430695041855736,"gmtCreate":1746171626344,"gmtModify":1746172267073,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> [财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> [财迷]&nbsp;&nbsp;","text":"$霸王茶姬(CHA)$ [财迷]","images":[{"img":"https://static.tigerbbs.com/a4b26c53052845868b606186b05acddb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/430695041855736","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120865200482900","authorId":"4120865200482900","name":"炒股养家 宜宾炒家","avatar":"https://static.tigerbbs.com/6b12cfac86fc8e1eae843a12f1b9d247","crmLevel":4,"crmLevelSwitch":0,"idStr":"4120865200482900","authorIdStr":"4120865200482900"},"content":"怎么做到28成本的","text":"怎么做到28成本的","html":"怎么做到28成本的"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":443505680253136,"gmtCreate":1749300770006,"gmtModify":1749300771697,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"[开心]&nbsp; 看好","listText":"[开心]&nbsp; 看好","text":"[开心] 看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443505680253136","repostId":"443395012874688","repostType":1,"repost":{"id":443395012874688,"gmtCreate":1749272938307,"gmtModify":1749274902399,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"隐形护城河：为什么AI军工股可能是未来10年最稳的大趋势？（2025年第24周 总第225期）","htmlText":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","listText":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","text":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","images":[{"img":"https://static.tigerbbs.com/851635f090d7bc9912728dffb9f75ea9","width":"1333","height":"959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443395012874688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442473993957992,"gmtCreate":1749048861049,"gmtModify":1749048863142,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp; 加油，继续持有～","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>&nbsp; 加油，继续持有～","text":"$蔚来(NIO)$ 加油，继续持有～","images":[{"img":"https://static.tigerbbs.com/dfddf4bbdcae3c72c2856ce6e40aeb37","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442473993957992","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439286487285888,"gmtCreate":1748266469735,"gmtModify":1748266471942,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>&nbsp;","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/c844a5013c322c4f8d846c367f1b1c3f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439286487285888","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":436866290725760,"gmtCreate":1747669603680,"gmtModify":1747669606623,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/07d94c3b91ee0a79ef356bd4cfbd5a2b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436866290725760","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434302560961200,"gmtCreate":1747064851715,"gmtModify":1747065470435,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 这是啥情况？！跌成狗了","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 这是啥情况？！跌成狗了","text":"$霸王茶姬(CHA)$ 这是啥情况？！跌成狗了","images":[{"img":"https://static.tigerbbs.com/06fab601fadb86fe85e96750dd56e086","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434302560961200","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":427560218935432,"gmtCreate":1745408421214,"gmtModify":1745413503411,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 突破天际、突破雪王，加油","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 突破天际、突破雪王，加油","text":"$霸王茶姬(CHA)$ 突破天际、突破雪王，加油","images":[{"img":"https://static.tigerbbs.com/1f046aa98ef45c87da7fdbba03fb5da5","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427560218935432","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":425549380457128,"gmtCreate":1744903788493,"gmtModify":1744904003166,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"翻倍指日可待，就冲它的伯牙绝弦[开心]","listText":"翻倍指日可待，就冲它的伯牙绝弦[开心]","text":"翻倍指日可待，就冲它的伯牙绝弦[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425549380457128","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}