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月下美人还是没人
对美股市场的机会有敏锐的洞察力，希望获益
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月下美人还是没人
月下美人还是没人
·
04-30 14:16
前两天OpenAI传闻把AI链条带崩了，
$闪迪(SNDK)$
跟着恐慌盘砸下来，希捷财报一出立刻修复反弹。存储的基本面根本没变，闪迪产能缺口摆在那、企业订单排到明年甚至后年。如果这次财报能超预期，这块金子反而会洗得更干净。
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月下美人还是没人
月下美人还是没人
·
04-24
$博通(AVGO)$
跟着谷歌TPU涨疯了，签了长期大单，不光设计芯片，还包了整机网络组件。这股拿着稳稳的。
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643
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月下美人还是没人
月下美人还是没人
·
04-24
AI焦点从训练转向推理，CPU从配角变主角。以前一个CPU拖8个GPU，以后可能只拖2-4个，数据中心CPU权重被重估。
$英特尔(INTC)$
的估值逻辑变了。
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484
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月下美人还是没人
月下美人还是没人
·
04-24
$甲骨文(ORCL)$
烧钱也厉害，自由现金流都是负的。这波下跌是情绪带的，但万一继续恐慌，还能跌。我先看看。
看
644
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月下美人还是没人
月下美人还是没人
·
04-24
$纳斯达克(.IXIC)$
小跌一下，但大方向没问题，科技股继续冲。最近的GPT确实有点东西。
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713
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月下美人还是没人
月下美人还是没人
·
04-20
$谷歌(GOOG)$
花钱太狠了，资本开支翻着倍往上涨，股价都吓跌了。虽然钱砸进去是为将来赚钱，但短期看账本压力不小。想追的得有个心理准备。
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501
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月下美人还是没人
月下美人还是没人
·
04-20
$特斯拉(TSLA)$
Q1交付35.8万辆，比预期少了7000多辆，产量比交付多出来5万辆，库存堆得有点高了。储能也不及预期。车卖得一般，竞争压力也在加剧，这大概是盘后电话会上绕不开的问题。
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937
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月下美人还是没人
月下美人还是没人
·
04-20
停火协议周三到期，周六伊朗宣布恢复海峡管控，周日美军直接扣船。美方说伊朗没谈拢，伊朗那边说封锁不解除就没得谈。两边各说各话，条件差得远。这周油价怕是消停不了。
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月下美人还是没人
月下美人还是没人
·
04-20
美股不管怎么看，成分股、技术指标、基本面、情绪，都觉得太离谱了，真是叹为观止。这样的涨幅和速度，到底怎么收场啊，涨得让人害怕。
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月下美人还是没人
月下美人还是没人
·
04-17
$微软(MSFT)$
这次没加多少就涨起来了，有机会还会多买点。我觉得未来十年利润肯定比现在高不少，不认同AI会取代微软，这也是我买入的逻辑之一。说实话微软的确定性不低。
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小跌一下，但大方向没问题，科技股继续冲。最近的GPT确实有点东西。","text":"$纳斯达克(.IXIC)$ 小跌一下，但大方向没问题，科技股继续冲。最近的GPT确实有点东西。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556971859805032","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555624107311936,"gmtCreate":1776656618474,"gmtModify":1776656620652,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010336","idStr":"10000000000010336"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 花钱太狠了，资本开支翻着倍往上涨，股价都吓跌了。虽然钱砸进去是为将来赚钱，但短期看账本压力不小。想追的得有个心理准备。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> Q1交付35.8万辆，比预期少了7000多辆，产量比交付多出来5万辆，库存堆得有点高了。储能也不及预期。车卖得一般，竞争压力也在加剧，这大概是盘后电话会上绕不开的问题。","text":"$特斯拉(TSLA)$ 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