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笑猫日记
笑猫日记
·
02:10
我在想，Waymo 要怎么跟
$特斯拉(TSLA)$
竞争？就算他们能把每辆车的成本压到5万美元，每投资100万美元，也只够买20辆车，而
$特斯拉(TSLA)$
能买55辆。如果
$特斯拉(TSLA)$
投10亿美元在 Cybercabs 上，那就是55555辆车。如果 Waymo 也投10亿美元，每辆车5万美元，只能买20000辆。也就是说，如果每英里的车费相同，
$特斯拉(TSLA)$
每投100万或10亿美元，收入能多出2.75倍。比赛结束，
$特斯拉(TSLA)$
赢了。
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81
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笑猫日记
笑猫日记
·
2025-12-30
做空者总是不长记性，他们认为
$特斯拉(TSLA)$
只是个汽车公司
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248
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笑猫日记
笑猫日记
·
2025-12-26
还记得那些自称现实派的
$特斯拉(TSLA)$
投资者吗？他们曾说无人驾驶
$特斯拉(TSLA)$
要等十年呢？
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171
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编组 21备份 2
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笑猫日记
笑猫日记
·
2025-12-17
$英伟达(NVDA)$
的图形处理器目前是全球销量第二的产品，仅次于
$苹果(AAPL)$
的智能手机。现阶段
$美国超微公司(AMD)$
和
$英特尔(INTC)$
虽然也有竞品，但性能差距实在有点大。
看
838
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编组 21备份 2
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笑猫日记
笑猫日记
·
2025-12-15
$谷歌(GOOG)$
近4万亿美元市值AI股终极对决：
$微软(MSFT)$
与
$谷歌A(GOOGL)$
谁更值得关注
看
3,613
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编组 21备份 2
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笑猫日记
笑猫日记
·
2025-12-11
$谷歌(GOOG)$
$谷歌A(GOOGL)$
的自动驾驶部门预计每周百万次出行目标，冰雪环境下的商业战役前景值得期待。
看
1,792
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编组 21备份 2
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笑猫日记
笑猫日记
·
2025-12-10
$英伟达(NVDA)$
质疑声浪此起彼伏，这种反向信号往往预示着更大的资本增值空间。
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620
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1
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笑猫日记
笑猫日记
·
2025-12-10
五角大楼这次没选其他家，直接挑了
$谷歌(GOOG)$
家的双子星系统，看来他们确实有独到之处。
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840
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笑猫日记
笑猫日记
·
2025-12-04
$谷歌(GOOG)$
数钞票的快乐果然经久不衰啊……（手动狗头）
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743
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笑猫日记
笑猫日记
·
2025-12-02
有些朋友总在质疑
$英伟达(NVDA)$
的走势，其实逻辑很简单：只要人工智能相关需求持续增长，这股票就不可能崩盘，长期来看只会继续攀升
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</a>只是个汽车公司","text":"做空者总是不长记性，他们认为$特斯拉(TSLA)$ 只是个汽车公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516197898716096","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514746772079008,"gmtCreate":1766694644000,"gmtModify":1766994893905,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"themes":[],"title":"","htmlText":"还记得那些自称现实派的<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>投资者吗？他们曾说无人驾驶<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>要等十年呢？","listText":"还记得那些自称现实派的<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>投资者吗？他们曾说无人驾驶<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>要等十年呢？","text":"还记得那些自称现实派的$特斯拉(TSLA)$ 投资者吗？他们曾说无人驾驶$特斯拉(TSLA)$ 要等十年呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514746772079008","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511933598900328,"gmtCreate":1765981246000,"gmtModify":1766050054745,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的图形处理器目前是全球销量第二的产品，仅次于<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>的智能手机。现阶段<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>虽然也有竞品，但性能差距实在有点大。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的图形处理器目前是全球销量第二的产品，仅次于<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>的智能手机。现阶段<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>虽然也有竞品，但性能差距实在有点大。","text":"$英伟达(NVDA)$ 的图形处理器目前是全球销量第二的产品，仅次于$苹果(AAPL)$ 的智能手机。现阶段$美国超微公司(AMD)$ 和$英特尔(INTC)$ 虽然也有竞品，但性能差距实在有点大。","images":[{"img":"https://static.tigerbbs.com/368c8e408f4a6fd7c847e82a3e2d7e60","width":"480","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511933598900328","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511057910145504,"gmtCreate":1765792413000,"gmtModify":1765797561810,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 近4万亿美元市值AI股终极对决：<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>与<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>谁更值得关注","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 近4万亿美元市值AI股终极对决：<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>与<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>谁更值得关注","text":"$谷歌(GOOG)$ 近4万亿美元市值AI股终极对决：$微软(MSFT)$ 与$谷歌A(GOOGL)$ 谁更值得关注","images":[{"img":"https://static.tigerbbs.com/83d525be1fa9ce6b01aeeaa8c45d489a","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511057910145504","isVote":1,"tweetType":1,"viewCount":3613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509529037820032,"gmtCreate":1765397681000,"gmtModify":1765445382889,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>的自动驾驶部门预计每周百万次出行目标，冰雪环境下的商业战役前景值得期待。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>的自动驾驶部门预计每周百万次出行目标，冰雪环境下的商业战役前景值得期待。","text":"$谷歌(GOOG)$ $谷歌A(GOOGL)$ 的自动驾驶部门预计每周百万次出行目标，冰雪环境下的商业战役前景值得期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509529037820032","isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509387904274576,"gmtCreate":1765382070000,"gmtModify":1765445930345,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>质疑声浪此起彼伏，这种反向信号往往预示着更大的资本增值空间。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>质疑声浪此起彼伏，这种反向信号往往预示着更大的资本增值空间。","text":"$英伟达(NVDA)$ 质疑声浪此起彼伏，这种反向信号往往预示着更大的资本增值空间。","images":[{"img":"https://static.tigerbbs.com/442fca1998d776955ea4e5de85d452e2","width":"480","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509387904274576","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509085887418472,"gmtCreate":1765302892000,"gmtModify":1765347671199,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"themes":[],"title":"","htmlText":"五角大楼这次没选其他家，直接挑了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>家的双子星系统，看来他们确实有独到之处。","listText":"五角大楼这次没选其他家，直接挑了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>家的双子星系统，看来他们确实有独到之处。","text":"五角大楼这次没选其他家，直接挑了$谷歌(GOOG)$ 家的双子星系统，看来他们确实有独到之处。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509085887418472","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507021697552536,"gmtCreate":1764806487000,"gmtModify":1764819520602,"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 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