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一个人发呆
关注美股市场的变化，希望从中获得回报
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一个人发呆
一个人发呆
·
04-29 15:31
OpenAI增速不及预期，市场一下慌了，AI股被乱砸一通。但存储需求还是硬，恐慌盘砸出来的坑，反而是机会。
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一个人发呆
一个人发呆
·
04-29 15:30
$道琼斯(.DJI)$
昨天几乎平收，还算抗跌。美伊谈判又卡住了，油价还在100多，通胀下不来，降息没指望。现在资金都偏保守，不敢乱动。
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一个人发呆
一个人发呆
·
04-29 15:29
$希捷科技(STX)$
的财报是实打实的。营收增长44%，调整后每股收益4.10美元远超预期。AI需求爆发最先吃肉的确实是存储这条线，有订单有业绩，盘后涨18%不是乱炒。
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626
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1
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1
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一个人发呆
一个人发呆
·
04-27 15:04
AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对
$闪迪(SNDK)$
很友好。
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1,669
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一个人发呆
一个人发呆
·
04-27 15:04
$英伟达(NVDA)$
涨归涨，但谷歌、亚马逊这些大客户都在自己搞芯片。虽然一时半会取代不了英伟达，但分走一部分订单是肯定的。高利润还能撑多久，得打个问号。
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803
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一个人发呆
一个人发呆
·
04-27 15:03
库克正式把折叠屏这条线交给特努斯了。9月上任就发布新品，这安排摆明了要让特努斯打个开门红。
$苹果(AAPL)$
市值刚跌破4万亿，市场盯着AI和折叠屏，就看他上台后能不能给出好成绩了。
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498
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一个人发呆
一个人发呆
·
04-27 15:03
现在
$英特尔(INTC)$
最大的问题不是没订单，是做不出来。产能从消费级往服务器端挪，自去年10月起优先保障数据中心，消费级被持续压缩。3月以来服务器CPU已涨10%到20%，下半年还要涨。供不应求的局面一时半会缓解不了。
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2,074
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一个人发呆
一个人发呆
·
04-27 15:02
全世界的钱还是往美股跑，美元硬、龙头强，大家都认。只要科技创新不停、游戏规则不变，
$纳斯达克(.IXIC)$
长期走牛的逻辑就不会破。
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742
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一个人发呆
一个人发呆
·
04-21
全美最大的医疗保险公司，
$联合健康(UNH)$
每年几百亿利润，不可能一直趴在地上。现在从低点弹了不少，账面终于好看点了。明天财报不求大涨，别暴雷就行。长线拿着，熬过这个周期。
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一个人发呆
一个人发呆
·
04-21
$谷歌(GOOG)$
现在云业务增速不错，Meta、Anthropic都在租TPU用。接下来云大会、财报、I/O大会连着来。市场还老把谷歌当搜索公司看，云+AI这块估值没给够。
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的财报是实打实的。营收增长44%，调整后每股收益4.10美元远超预期。AI需求爆发最先吃肉的确实是存储这条线，有订单有业绩，盘后涨18%不是乱炒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558756199403544","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"content":"希捷这次是真枪实弹的业绩，AI存储需求不是讲故事","text":"希捷这次是真枪实弹的业绩，AI存储需求不是讲故事","html":"希捷这次是真枪实弹的业绩，AI存储需求不是讲故事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558042228183064,"gmtCreate":1777273484531,"gmtModify":1777273486958,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"AI越来越吃存储，企业级SSD需求猛增。产能又被HBM挤占，普通NAND供给跟不上，价格还得往上走。这环境对 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涨归涨，但谷歌、亚马逊这些大客户都在自己搞芯片。虽然一时半会取代不了英伟达，但分走一部分订单是肯定的。高利润还能撑多久，得打个问号。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨归涨，但谷歌、亚马逊这些大客户都在自己搞芯片。虽然一时半会取代不了英伟达，但分走一部分订单是肯定的。高利润还能撑多久，得打个问号。","text":"$英伟达(NVDA)$ 涨归涨，但谷歌、亚马逊这些大客户都在自己搞芯片。虽然一时半会取代不了英伟达，但分走一部分订单是肯定的。高利润还能撑多久，得打个问号。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558042107432984","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558041708901216,"gmtCreate":1777273426227,"gmtModify":1777273428880,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"库克正式把折叠屏这条线交给特努斯了。9月上任就发布新品，这安排摆明了要让特努斯打个开门红。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 市值刚跌破4万亿，市场盯着AI和折叠屏，就看他上台后能不能给出好成绩了。","listText":"库克正式把折叠屏这条线交给特努斯了。9月上任就发布新品，这安排摆明了要让特努斯打个开门红。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 市值刚跌破4万亿，市场盯着AI和折叠屏，就看他上台后能不能给出好成绩了。","text":"库克正式把折叠屏这条线交给特努斯了。9月上任就发布新品，这安排摆明了要让特努斯打个开门红。 $苹果(AAPL)$ 市值刚跌破4万亿，市场盯着AI和折叠屏，就看他上台后能不能给出好成绩了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558041708901216","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558041549049952,"gmtCreate":1777273399202,"gmtModify":1777273402137,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"现在 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 最大的问题不是没订单，是做不出来。产能从消费级往服务器端挪，自去年10月起优先保障数据中心，消费级被持续压缩。3月以来服务器CPU已涨10%到20%，下半年还要涨。供不应求的局面一时半会缓解不了。","listText":"现在 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 最大的问题不是没订单，是做不出来。产能从消费级往服务器端挪，自去年10月起优先保障数据中心，消费级被持续压缩。3月以来服务器CPU已涨10%到20%，下半年还要涨。供不应求的局面一时半会缓解不了。","text":"现在 $英特尔(INTC)$ 最大的问题不是没订单，是做不出来。产能从消费级往服务器端挪，自去年10月起优先保障数据中心，消费级被持续压缩。3月以来服务器CPU已涨10%到20%，下半年还要涨。供不应求的局面一时半会缓解不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558041549049952","isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558041409634400,"gmtCreate":1777273365165,"gmtModify":1777273367740,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"全世界的钱还是往美股跑，美元硬、龙头强，大家都认。只要科技创新不停、游戏规则不变， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 长期走牛的逻辑就不会破。","listText":"全世界的钱还是往美股跑，美元硬、龙头强，大家都认。只要科技创新不停、游戏规则不变， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 长期走牛的逻辑就不会破。","text":"全世界的钱还是往美股跑，美元硬、龙头强，大家都认。只要科技创新不停、游戏规则不变， $纳斯达克(.IXIC)$ 长期走牛的逻辑就不会破。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558041409634400","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555960473805704,"gmtCreate":1776743085585,"gmtModify":1776743088557,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"全美最大的医疗保险公司， <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 每年几百亿利润，不可能一直趴在地上。现在从低点弹了不少，账面终于好看点了。明天财报不求大涨，别暴雷就行。长线拿着，熬过这个周期。","listText":"全美最大的医疗保险公司， <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 每年几百亿利润，不可能一直趴在地上。现在从低点弹了不少，账面终于好看点了。明天财报不求大涨，别暴雷就行。长线拿着，熬过这个周期。","text":"全美最大的医疗保险公司， $联合健康(UNH)$ 每年几百亿利润，不可能一直趴在地上。现在从低点弹了不少，账面终于好看点了。明天财报不求大涨，别暴雷就行。长线拿着，熬过这个周期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555960473805704","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555960708079776,"gmtCreate":1776743056935,"gmtModify":1776743059378,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 现在云业务增速不错，Meta、Anthropic都在租TPU用。接下来云大会、财报、I/O大会连着来。市场还老把谷歌当搜索公司看，云+AI这块估值没给够。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 现在云业务增速不错，Meta、Anthropic都在租TPU用。接下来云大会、财报、I/O大会连着来。市场还老把谷歌当搜索公司看，云+AI这块估值没给够。","text":"$谷歌(GOOG)$ 现在云业务增速不错，Meta、Anthropic都在租TPU用。接下来云大会、财报、I/O大会连着来。市场还老把谷歌当搜索公司看，云+AI这块估值没给够。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555960708079776","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}