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微微流年
微微流年
·
14:18
亚马逊这次最扎眼的是自由现金流掉到只有去年的零头，全砸AI基建里了。一年要烧2000亿，市场怕它赚的还不够烧的。盘后已经跌了，短期压力不小。
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微微流年
微微流年
·
04-29 15:34
美股这波下跌，就是因为OpenAI业绩没达标。英伟达、博通这些AI龙头带头跌，纳指就被拖下水了。虽然整体跌幅不算大，但感觉不是好事，说明下面还有空间。
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微微流年
微微流年
·
04-29 15:33
$标普500(.SPX)$
跌了点，AI投资回报的事让市场没底。OpenAI增长不及预期的传闻，把算力板块带崩了。今晚微软、谷歌、Meta同时发财报，大家都在等靴子落地。
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微微流年
微微流年
·
04-29 15:32
希捷那财报一出来，
$闪迪(SNDK)$
盘后立马涨了4%。市场现在对存储板块情绪高涨，闪迪自身基本面也不差。跟着板块贝塔走，喝汤也能喝饱。4月30日就要发财报了，就看能不能接住这波情绪。
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微微流年
微微流年
·
04-21
库克终于要退了，但没走远，转做执行董事长。新CEO是干了25年的硬件老兵，
$苹果(AAPL)$
挺多产品都是他带出来的。苹果不跟别人卷大模型，而是要把AI塞进硬件里。50岁正当年，感觉还能稳住十年。
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微微流年
微微流年
·
04-21
$英特尔(INTC)$
这次财报，最关键的还是指引。上季度供应受限，这季度需求应该能跟上。 现在市场预期很低，反而容易超预期。一旦达标，就是利好出尽变利好。
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微微流年
微微流年
·
04-09
$MINIMAX-WP(00100)$
太扣了，模型参数做太小，企业客户一用就崩，根本跑不起来。基模也没好好积累，光在那小打小闹。反观智谱，一直埋头搞基模，不计成本地砸，看着倔，反而成了好事。现在GLM-5.1出来，性能强得很，企业抢着用。AI这行，真不能太抠门。
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微微流年
微微流年
·
04-09
$Meta Platforms, Inc.(META)$
的AI模型是不错，可惜闭源了。以前Llama随便下，现在还行吗？商业化了是好事，就怕步子迈太大。先观察观察，别急着追高。
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微微流年
微微流年
·
04-09
在美国人眼里，停战谈判就是中场休息，不是结束。历史上就有过类似情况，打了几个月开始谈，结果边谈边打拖了两年，每次都是他们先说不打了，谈完又动手。所以咱们心里也得有数，别对那黄毛抱啥幻想，原油还得涨。
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微微流年
微微流年
·
04-09
川普果然又在画线了：停火协议撑了不到20个小时就作废，昨晚纳指高开低走，还真是有先见之明。市场又得重新调整，还不知道要调多久。现在还能买什么？好像只有跟“光”沾边的才有戏，其他都没什么持续性。追光可以，别追高，不然照样被套。
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跌了点，AI投资回报的事让市场没底。OpenAI增长不及预期的传闻，把算力板块带崩了。今晚微软、谷歌、Meta同时发财报，大家都在等靴子落地。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558757042406080","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558756529246304,"gmtCreate":1777447954914,"gmtModify":1777447957932,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"themes":[],"title":"","htmlText":"希捷那财报一出来， <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 盘后立马涨了4%。市场现在对存储板块情绪高涨，闪迪自身基本面也不差。跟着板块贝塔走，喝汤也能喝饱。4月30日就要发财报了，就看能不能接住这波情绪。","listText":"希捷那财报一出来， <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 盘后立马涨了4%。市场现在对存储板块情绪高涨，闪迪自身基本面也不差。跟着板块贝塔走，喝汤也能喝饱。4月30日就要发财报了，就看能不能接住这波情绪。","text":"希捷那财报一出来， $闪迪(SNDK)$ 盘后立马涨了4%。市场现在对存储板块情绪高涨，闪迪自身基本面也不差。跟着板块贝塔走，喝汤也能喝饱。4月30日就要发财报了，就看能不能接住这波情绪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558756529246304","isVote":1,"tweetType":1,"viewCount":3518,"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":"4%的跟涨不算多，市场还在等闪迪自己开口","text":"4%的跟涨不算多，市场还在等闪迪自己开口","html":"4%的跟涨不算多，市场还在等闪迪自己开口"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555961465360480,"gmtCreate":1776743237501,"gmtModify":1776743240163,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"themes":[],"title":"","htmlText":"库克终于要退了，但没走远，转做执行董事长。新CEO是干了25年的硬件老兵， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 挺多产品都是他带出来的。苹果不跟别人卷大模型，而是要把AI塞进硬件里。50岁正当年，感觉还能稳住十年。","listText":"库克终于要退了，但没走远，转做执行董事长。新CEO是干了25年的硬件老兵， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 挺多产品都是他带出来的。苹果不跟别人卷大模型，而是要把AI塞进硬件里。50岁正当年，感觉还能稳住十年。","text":"库克终于要退了，但没走远，转做执行董事长。新CEO是干了25年的硬件老兵， $苹果(AAPL)$ 挺多产品都是他带出来的。苹果不跟别人卷大模型，而是要把AI塞进硬件里。50岁正当年，感觉还能稳住十年。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555961465360480","isVote":1,"tweetType":1,"viewCount":931,"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":"AI塞硬件这个思路对了，但能不能塞出当年触摸屏的效果，看这位老兵的了","text":"AI塞硬件这个思路对了，但能不能塞出当年触摸屏的效果，看这位老兵的了","html":"AI塞硬件这个思路对了，但能不能塞出当年触摸屏的效果，看这位老兵的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555960985367360,"gmtCreate":1776743205906,"gmtModify":1776743208319,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 这次财报，最关键的还是指引。上季度供应受限，这季度需求应该能跟上。 现在市场预期很低，反而容易超预期。一旦达标，就是利好出尽变利好。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 这次财报，最关键的还是指引。上季度供应受限，这季度需求应该能跟上。 现在市场预期很低，反而容易超预期。一旦达标，就是利好出尽变利好。","text":"$英特尔(INTC)$ 这次财报，最关键的还是指引。上季度供应受限，这季度需求应该能跟上。 现在市场预期很低，反而容易超预期。一旦达标，就是利好出尽变利好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555960985367360","isVote":1,"tweetType":1,"viewCount":1056,"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":"市场预期已经低到尘埃里，达标就是惊喜，惊喜就是利好，利好就是涨[财迷][财迷]","text":"市场预期已经低到尘埃里，达标就是惊喜，惊喜就是利好，利好就是涨[财迷][财迷]","html":"市场预期已经低到尘埃里，达标就是惊喜，惊喜就是利好，利好就是涨[财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551654608400424,"gmtCreate":1775718266943,"gmtModify":1775718503414,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"themes":[],"title":"","htmlText":"<a 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太扣了，模型参数做太小，企业客户一用就崩，根本跑不起来。基模也没好好积累，光在那小打小闹。反观智谱，一直埋头搞基模，不计成本地砸，看着倔，反而成了好事。现在GLM-5.1出来，性能强得很，企业抢着用。AI这行，真不能太抠门。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551654608400424","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551654356934816,"gmtCreate":1775718212274,"gmtModify":1775718481585,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 的AI模型是不错，可惜闭源了。以前Llama随便下，现在还行吗？商业化了是好事，就怕步子迈太大。先观察观察，别急着追高。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, 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