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省心省力
省心省力
·
03-10
卖家又一次被当面重击，
$美国超微公司(AMD)$
现在 $201+。
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264
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编组 21备份 2
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省心省力
省心省力
·
03-09
$美国超微公司(AMD)$
我觉得图表超卖了，形态上类似双底。看到300的路线，我感觉前景非常不错。
看
406
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点赞
编组 21备份 2
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省心省力
省心省力
·
03-05
$美国超微公司(AMD)$
对冲聪明钱和散户都在投入，资金流入和动量都很大。
看
299
回复
评论
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点赞
编组 21备份 2
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省心省力
省心省力
·
03-03
$Palantir Technologies Inc.(PLTR)$
$英伟达(NVDA)$
被摩根士丹利评为顶级半导体选择，超过
$美光科技(MU)$
。
看
324
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评论
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点赞
编组 21备份 2
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省心省力
省心省力
·
03-01
$Palantir Technologies Inc.(PLTR)$
在美国商业领域的指引增长达到115%。
看
269
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评论
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点赞
编组 21备份 2
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省心省力
省心省力
·
02-26
$英伟达(NVDA)$
这有什么好担心的。我更愿意相信它会涨回去。每次财报都这样，从无例外。
看
105
回复
评论
点赞
点赞
编组 21备份 2
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省心省力
省心省力
·
02-26
我更倾向于认为，
$英伟达(NVDA)$
在AI领域受信任的最明显迹象之一，就是谁选择与他们合作。OpenAI、Google、Meta，甚至中国和印度的投资者，都在基于
$英伟达(NVDA)$
的技术进行建设。如果
$英伟达(NVDA)$
的AI芯片真的危险或不可靠，这些公司根本不会碰，更不用说投资数十亿美元了。实际上，最大的玩家只会去技术有效且能交付的地方。AI领域的信任不是给予的，而是赢得的，而
$英伟达(NVDA)$
确实赢得了它。
看
221
回复
评论
点赞
点赞
编组 21备份 2
分享
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省心省力
省心省力
·
02-24
$Palantir Technologies Inc.(PLTR)$
根据Grok的估算，内在价值大概在150美元左右，用的是25%的CAGR。
看
347
回复
评论
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点赞
编组 21备份 2
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省心省力
省心省力
·
02-20
$美国超微公司(AMD)$
最初OpenAI与
$英伟达(NVDA)$
之间的协议金额是1000亿。我倾向于认为
$英伟达(NVDA)$
希望确保所有资金都能回流到他们那里。而300亿的金额则意味着OpenAI在资金使用上拥有更大的自主权。
看
2,938
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点赞
编组 21备份 2
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省心省力
省心省力
·
02-20
$英伟达(NVDA)$
DJI、SPX和
$纳斯达克100指数(NDX)$
期货都非常非常不错地上涨了。
看
509
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对冲聪明钱和散户都在投入，资金流入和动量都很大。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 对冲聪明钱和散户都在投入，资金流入和动量都很大。","text":"$美国超微公司(AMD)$ 对冲聪明钱和散户都在投入，资金流入和动量都很大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539447039054112","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538829926150680,"gmtCreate":1772547565000,"gmtModify":1772701014122,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 被摩根士丹利评为顶级半导体选择，超过 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 被摩根士丹利评为顶级半导体选择，超过 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>。","text":"$Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ 被摩根士丹利评为顶级半导体选择，超过 $美光科技(MU)$ 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538829926150680","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538080603562104,"gmtCreate":1772380619000,"gmtModify":1772441354177,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 在美国商业领域的指引增长达到115%。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 在美国商业领域的指引增长达到115%。","text":"$Palantir Technologies Inc.(PLTR)$ 在美国商业领域的指引增长达到115%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538080603562104","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537074146476360,"gmtCreate":1772120626000,"gmtModify":1772174064902,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>这有什么好担心的。我更愿意相信它会涨回去。每次财报都这样，从无例外。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>这有什么好担心的。我更愿意相信它会涨回去。每次财报都这样，从无例外。","text":"$英伟达(NVDA)$ 这有什么好担心的。我更愿意相信它会涨回去。每次财报都这样，从无例外。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537074146476360","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536728449634336,"gmtCreate":1772047274000,"gmtModify":1772104341318,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"我更倾向于认为，<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>在AI领域受信任的最明显迹象之一，就是谁选择与他们合作。OpenAI、Google、Meta，甚至中国和印度的投资者，都在基于<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的技术进行建设。如果<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的AI芯片真的危险或不可靠，这些公司根本不会碰，更不用说投资数十亿美元了。实际上，最大的玩家只会去技术有效且能交付的地方。AI领域的信任不是给予的，而是赢得的，而<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>确实赢得了它。","listText":"我更倾向于认为，<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>在AI领域受信任的最明显迹象之一，就是谁选择与他们合作。OpenAI、Google、Meta，甚至中国和印度的投资者，都在基于<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的技术进行建设。如果<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的AI芯片真的危险或不可靠，这些公司根本不会碰，更不用说投资数十亿美元了。实际上，最大的玩家只会去技术有效且能交付的地方。AI领域的信任不是给予的，而是赢得的，而<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>确实赢得了它。","text":"我更倾向于认为，$英伟达(NVDA)$ 在AI领域受信任的最明显迹象之一，就是谁选择与他们合作。OpenAI、Google、Meta，甚至中国和印度的投资者，都在基于$英伟达(NVDA)$ 的技术进行建设。如果$英伟达(NVDA)$ 的AI芯片真的危险或不可靠，这些公司根本不会碰，更不用说投资数十亿美元了。实际上，最大的玩家只会去技术有效且能交付的地方。AI领域的信任不是给予的，而是赢得的，而$英伟达(NVDA)$ 确实赢得了它。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536728449634336","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536267542921256,"gmtCreate":1771942463000,"gmtModify":1772000552502,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 根据Grok的估算，内在价值大概在150美元左右，用的是25%的CAGR。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 根据Grok的估算，内在价值大概在150美元左右，用的是25%的CAGR。","text":"$Palantir Technologies Inc.(PLTR)$ 根据Grok的估算，内在价值大概在150美元左右，用的是25%的CAGR。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536267542921256","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534883986424136,"gmtCreate":1771598922000,"gmtModify":1771933132896,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>最初OpenAI与<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>之间的协议金额是1000亿。我倾向于认为<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>希望确保所有资金都能回流到他们那里。而300亿的金额则意味着OpenAI在资金使用上拥有更大的自主权。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>最初OpenAI与<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>之间的协议金额是1000亿。我倾向于认为<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>希望确保所有资金都能回流到他们那里。而300亿的金额则意味着OpenAI在资金使用上拥有更大的自主权。","text":"$美国超微公司(AMD)$ 最初OpenAI与$英伟达(NVDA)$ 之间的协议金额是1000亿。我倾向于认为$英伟达(NVDA)$ 希望确保所有资金都能回流到他们那里。而300亿的金额则意味着OpenAI在资金使用上拥有更大的自主权。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534883986424136","isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534706802552864,"gmtCreate":1771561461000,"gmtModify":1771932504999,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>DJI、SPX和<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>期货都非常非常不错地上涨了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>DJI、SPX和<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>期货都非常非常不错地上涨了。","text":"$英伟达(NVDA)$ DJI、SPX和$纳斯达克100指数(NDX)$ 期货都非常非常不错地上涨了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534706802552864","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}