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一棵小草呀
一棵小草呀
·
01-05
$台积电(TSM)$
高盛将目标价从1720台币上调至2330台币，涨幅达35%。对应台积电ADR价格从274美元升至371美元。若台积电能提升其每股收益共识，潜力难以估量。我虽不认为它会像
$英伟达(NVDA)$
、
$特斯拉(TSLA)$
、
$Palantir Technologies Inc.(PLTR)$
那样飙升，但肯定其估值应超2万亿美元。
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806
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编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-12-17
$英伟达(NVDA)$
我绝不离开！
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336
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3
编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-12-16
$美国超微公司(AMD)$
历史数据表明，能源成本走低往往能提振经济活动
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288
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2
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一棵小草呀
一棵小草呀
·
2025-12-14
有神秘力量在召唤投资者继续持有
$英伟达(NVDA)$
，这波信仰充值来得猝不及防
看
370
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编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-12-10
市场明显低估了这标的。某些势力始终力捧
$英特尔(INTC)$
，却对
$美国超微公司(AMD)$
当年撼动行业格局耿耿于怀。五倍增长潜力可期。
看
1,990
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1
编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-12-09
商务部新政策让
$英伟达(NVDA)$
的H200芯片能出口到中国了
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597
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编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-12-08
$美国超微公司(AMD)$
这票靠着AI芯片和数据中心需求猛冲了波，现在来到关键位置。支撑区间在$200-$210区域，要是能在这位置反弹配合量能，可能算个低风险机会。上方阻力在$235-$250区域，要是能有效突破，后续空间取决于行业需求是否持续给力。
看
728
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编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-12-05
$美国超微公司(AMD)$
获利了结和税务收割操作都在预期中，基本面依然稳健，发展路线直指300大关，市场乐观情绪持续发酵
看
873
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编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-12-03
$美国超微公司(AMD)$
和
$慧与科技(HPE)$
宣布深化人工智能基础设施合作，双方将共同开发新一代数据中心解决方案
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1,463
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编组 21备份 2
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一棵小草呀
一棵小草呀
·
2025-11-28
$美国超微公司(AMD)$
的人工智能战略聚焦于基于
$台积电(TSM)$
2纳米制程打造的MI450加速器和Helios机架系统。这些产品旨在满足日益增长的推理工作负载需求，该领域增速预计将超过训练需求。公司预计其人工智能相关收入将在未来数年内保持80%的年复合增长率，而独立模型预测到2030年将实现62%的年复合增长率，市场份额有望从当前水平提升至全球AI计算市场的10%。
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723
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那样飙升，但肯定其估值应超2万亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518264027943216","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511575324246080,"gmtCreate":1765903215000,"gmtModify":1765952755311,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 我绝不离开！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 我绝不离开！","text":"$英伟达(NVDA)$ 我绝不离开！","images":[{"img":"https://static.tigerbbs.com/438a60b72df0d35f576461fd01f6c6ca","width":"286","height":"225"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511575324246080","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511565477503184,"gmtCreate":1765895069000,"gmtModify":1765957753956,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>历史数据表明，能源成本走低往往能提振经济活动","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>历史数据表明，能源成本走低往往能提振经济活动","text":"$美国超微公司(AMD)$ 历史数据表明，能源成本走低往往能提振经济活动","images":[{"img":"https://static.tigerbbs.com/f6ba74ff0db9ca6956d271acc2167f10","width":"323","height":"400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511565477503184","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":510768383357072,"gmtCreate":1765723035000,"gmtModify":1765780709448,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"有神秘力量在召唤投资者继续持有<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>，这波信仰充值来得猝不及防","listText":"有神秘力量在召唤投资者继续持有<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>，这波信仰充值来得猝不及防","text":"有神秘力量在召唤投资者继续持有$英伟达(NVDA)$ ，这波信仰充值来得猝不及防","images":[{"img":"https://static.tigerbbs.com/dae3896a3e909590b67024776a891fb0","width":"480","height":"382"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510768383357072","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509115521155216,"gmtCreate":1765302314000,"gmtModify":1765347783954,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"市场明显低估了这标的。某些势力始终力捧<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>，却对<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>当年撼动行业格局耿耿于怀。五倍增长潜力可期。","listText":"市场明显低估了这标的。某些势力始终力捧<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>，却对<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>当年撼动行业格局耿耿于怀。五倍增长潜力可期。","text":"市场明显低估了这标的。某些势力始终力捧$英特尔(INTC)$ ，却对$美国超微公司(AMD)$ 当年撼动行业格局耿耿于怀。五倍增长潜力可期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509115521155216","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508691589828736,"gmtCreate":1765221326000,"gmtModify":1765270656556,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"商务部新政策让<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的H200芯片能出口到中国了","listText":"商务部新政策让<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的H200芯片能出口到中国了","text":"商务部新政策让$英伟达(NVDA)$ 的H200芯片能出口到中国了","images":[{"img":"https://static.tigerbbs.com/53dfd53b067c071d1dc073d4b18998a6","width":"480","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508691589828736","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508406605414504,"gmtCreate":1765155190000,"gmtModify":1765197889145,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这票靠着AI芯片和数据中心需求猛冲了波，现在来到关键位置。支撑区间在$200-$210区域，要是能在这位置反弹配合量能，可能算个低风险机会。上方阻力在$235-$250区域，要是能有效突破，后续空间取决于行业需求是否持续给力。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这票靠着AI芯片和数据中心需求猛冲了波，现在来到关键位置。支撑区间在$200-$210区域，要是能在这位置反弹配合量能，可能算个低风险机会。上方阻力在$235-$250区域，要是能有效突破，后续空间取决于行业需求是否持续给力。","text":"$美国超微公司(AMD)$ 这票靠着AI芯片和数据中心需求猛冲了波，现在来到关键位置。支撑区间在$200-$210区域，要是能在这位置反弹配合量能，可能算个低风险机会。上方阻力在$235-$250区域，要是能有效突破，后续空间取决于行业需求是否持续给力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508406605414504","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507463125450904,"gmtCreate":1764879141000,"gmtModify":1765188115197,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>获利了结和税务收割操作都在预期中，基本面依然稳健，发展路线直指300大关，市场乐观情绪持续发酵","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>获利了结和税务收割操作都在预期中，基本面依然稳健，发展路线直指300大关，市场乐观情绪持续发酵","text":"$美国超微公司(AMD)$ 获利了结和税务收割操作都在预期中，基本面依然稳健，发展路线直指300大关，市场乐观情绪持续发酵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507463125450904","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506597599797352,"gmtCreate":1764696827000,"gmtModify":1764752297943,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/HPE\">$慧与科技(HPE)$ </a>宣布深化人工智能基础设施合作，双方将共同开发新一代数据中心解决方案","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/HPE\">$慧与科技(HPE)$ </a>宣布深化人工智能基础设施合作，双方将共同开发新一代数据中心解决方案","text":"$美国超微公司(AMD)$ 和$慧与科技(HPE)$ 宣布深化人工智能基础设施合作，双方将共同开发新一代数据中心解决方案","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506597599797352","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504928063447216,"gmtCreate":1764288259000,"gmtModify":1764350823397,"author":{"id":"10000000000010494","authorId":"10000000000010494","name":"一棵小草呀","avatar":"https://static.tigerbbs.com/c292b348cbf69e20a3e968702ed513cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010494","idStr":"10000000000010494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的人工智能战略聚焦于基于<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 2纳米制程打造的MI450加速器和Helios机架系统。这些产品旨在满足日益增长的推理工作负载需求，该领域增速预计将超过训练需求。公司预计其人工智能相关收入将在未来数年内保持80%的年复合增长率，而独立模型预测到2030年将实现62%的年复合增长率，市场份额有望从当前水平提升至全球AI计算市场的10%。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的人工智能战略聚焦于基于<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 2纳米制程打造的MI450加速器和Helios机架系统。这些产品旨在满足日益增长的推理工作负载需求，该领域增速预计将超过训练需求。公司预计其人工智能相关收入将在未来数年内保持80%的年复合增长率，而独立模型预测到2030年将实现62%的年复合增长率，市场份额有望从当前水平提升至全球AI计算市场的10%。","text":"$美国超微公司(AMD)$ 的人工智能战略聚焦于基于$台积电(TSM)$ 2纳米制程打造的MI450加速器和Helios机架系统。这些产品旨在满足日益增长的推理工作负载需求，该领域增速预计将超过训练需求。公司预计其人工智能相关收入将在未来数年内保持80%的年复合增长率，而独立模型预测到2030年将实现62%的年复合增长率，市场份额有望从当前水平提升至全球AI计算市场的10%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504928063447216","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}