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会投资的DJ
会投资的DJ
·
06-04
$谷歌(GOOG)$
$谷歌A(GOOGL)$
AI不是谷歌的对手，而是搜索进化的催化剂。谷歌真正的核心资产是用户行为数据和搜索反馈机制，AI只是新工具。面对变现风险，谷歌选择“先服务用户，再摸索收入”，延续“体验驱动”传统。ChatGPT式AI可能聪明，但谷歌最懂“人为什么搜索”
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会投资的DJ
会投资的DJ
·
06-04
$谷歌(GOOG)$
$谷歌A(GOOGL)$
谷歌DeepMind团队近日宣布推出SignGemma，这是其迄今为止最强大的手语翻译模型，可将手语转化为口语文本。该开源模型将于今年晚些时候加入Gemma模型家族。
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会投资的DJ
会投资的DJ
·
06-04
$Coinbase Global, Inc.(COIN)$
美国的合规衍生品监管终于打开了，意味着coinbase的衍生品在美国市场之路正式开始了，期待有一天，btc、eth永续合约能尽快在美国推出
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会投资的DJ
会投资的DJ
·
06-04
$Coinbase Global, Inc.(COIN)$
Coinbase同时对Circle的业务合作对象拥有决定权。如果Circle 想与第三方签署新的收益分成或分销协议，需要获得Coinbase的批准。有分析人士认为，双方“紧密”的合作条款可能为Coinbase未来收购Circle打下基础。
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会投资的DJ
会投资的DJ
·
05-22
$谷歌(GOOG)$
谷歌发布会内容很多，openai说要推出1亿台AI伴侣，美股不知道买不买账，A股是很难了，潜在代工的怕关税，国内自己搞的又怕太假，都在退潮，不过纳斯达克有点过强了，虽然海外投行从估值和盈利预期等角度都谨慎，但至少目前走出来的趋势还是挺强的，看这轮美债能打下来多少，这要是也打不下来那就牛逼了。。。
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457
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会投资的DJ
会投资的DJ
·
05-22
$英伟达(NVDA)$
总有人觉得之前能暴涨，这完全是刻舟求剑。应该不会有人觉得这股是靠价值吧，那么只能是靠炒作。问题是现在市值已经3000亿了，约等于阿里+拼多多+京东，市场里的韭菜已经炒不上去了，改炒其他标的。别说往上炒了，就是接盘维持不跌人都不够。内部人知道这一点所以都一直在卖。将来怎么样可以猜到，暴跌无非是时间问题
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会投资的DJ
会投资的DJ
·
05-22
$英伟达(NVDA)$
CUDA 生态的护城河有多深？在AI训练和推理领域，NVIDIA凭借CUDA软件平台建立了难以撼动的领先地位。仅有强大的芯片硬件是不够的，NVIDIA近20年来投入巨资打造CUDA编译器、运行时、驱动和工具链，充分释放GPU硬件性能。结果是，一个围绕NVIDIA GPU构建的庞大软件生态，使得开发者以极低门槛利用CUDA加速计算，从而形成了一道坚实的“软件护城河”。
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会投资的DJ
会投资的DJ
·
05-21
$Coinbase Global, Inc.(COIN)$
美国参议院通过的genius法案，其实按道理来说最利好coin，目前上市公司里面稳定币业务做的最好的，但是这个股股性以前太差了，我有段时间拿着都要拿吐了
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会投资的DJ
会投资的DJ
·
05-21
$宁德时代(03750)$
少一点阴谋论，多一点踏实，很明显宁德时代被低估了，不否认港股目前有炒作嫌疑，但是从盈利和行业地位来看，目前股价一点都不贵，特别是A股，看好年底A股385元，港股400港币。立贴为证！
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会投资的DJ
会投资的DJ
·
05-15
$网易(NTES)$
$网易-S(09999)$
这是家现金奶牛企业，相信2024年最坏的时候已经过去了，创始人在拨乱反正，目前看起来整体偏正面，估值也相对处于低位，至于成长性我也信心不足。
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AI不是谷歌的对手，而是搜索进化的催化剂。谷歌真正的核心资产是用户行为数据和搜索反馈机制，AI只是新工具。面对变现风险，谷歌选择“先服务用户，再摸索收入”，延续“体验驱动”传统。ChatGPT式AI可能聪明，但谷歌最懂“人为什么搜索”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442422566404144","isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442423177294432,"gmtCreate":1749040184482,"gmtModify":1749040186228,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 谷歌DeepMind团队近日宣布推出SignGemma，这是其迄今为止最强大的手语翻译模型，可将手语转化为口语文本。该开源模型将于今年晚些时候加入Gemma模型家族。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 谷歌DeepMind团队近日宣布推出SignGemma，这是其迄今为止最强大的手语翻译模型，可将手语转化为口语文本。该开源模型将于今年晚些时候加入Gemma模型家族。","text":"$谷歌(GOOG)$ $谷歌A(GOOGL)$ 谷歌DeepMind团队近日宣布推出SignGemma，这是其迄今为止最强大的手语翻译模型，可将手语转化为口语文本。该开源模型将于今年晚些时候加入Gemma模型家族。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442423177294432","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442422369202784,"gmtCreate":1749039987195,"gmtModify":1749039991426,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 美国的合规衍生品监管终于打开了，意味着coinbase的衍生品在美国市场之路正式开始了，期待有一天，btc、eth永续合约能尽快在美国推出","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, 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想与第三方签署新的收益分成或分销协议，需要获得Coinbase的批准。有分析人士认为，双方“紧密”的合作条款可能为Coinbase未来收购Circle打下基础。","images":[{"img":"https://static.tigerbbs.com/dbac92e1d4d7c52836df6e4ee62d14b1","width":"365","height":"279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442421243118384","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437841934963472,"gmtCreate":1747919402650,"gmtModify":1747919593181,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v> 谷歌发布会内容很多，openai说要推出1亿台AI伴侣，美股不知道买不买账，A股是很难了，潜在代工的怕关税，国内自己搞的又怕太假，都在退潮，不过纳斯达克有点过强了，虽然海外投行从估值和盈利预期等角度都谨慎，但至少目前走出来的趋势还是挺强的，看这轮美债能打下来多少，这要是也打不下来那就牛逼了。。。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v> 谷歌发布会内容很多，openai说要推出1亿台AI伴侣，美股不知道买不买账，A股是很难了，潜在代工的怕关税，国内自己搞的又怕太假，都在退潮，不过纳斯达克有点过强了，虽然海外投行从估值和盈利预期等角度都谨慎，但至少目前走出来的趋势还是挺强的，看这轮美债能打下来多少，这要是也打不下来那就牛逼了。。。","text":"$谷歌(GOOG)$ 谷歌发布会内容很多，openai说要推出1亿台AI伴侣，美股不知道买不买账，A股是很难了，潜在代工的怕关税，国内自己搞的又怕太假，都在退潮，不过纳斯达克有点过强了，虽然海外投行从估值和盈利预期等角度都谨慎，但至少目前走出来的趋势还是挺强的，看这轮美债能打下来多少，这要是也打不下来那就牛逼了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437841934963472","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437842125180992,"gmtCreate":1747919315918,"gmtModify":1747919574238,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 总有人觉得之前能暴涨，这完全是刻舟求剑。应该不会有人觉得这股是靠价值吧，那么只能是靠炒作。问题是现在市值已经3000亿了，约等于阿里+拼多多+京东，市场里的韭菜已经炒不上去了，改炒其他标的。别说往上炒了，就是接盘维持不跌人都不够。内部人知道这一点所以都一直在卖。将来怎么样可以猜到，暴跌无非是时间问题","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 总有人觉得之前能暴涨，这完全是刻舟求剑。应该不会有人觉得这股是靠价值吧，那么只能是靠炒作。问题是现在市值已经3000亿了，约等于阿里+拼多多+京东，市场里的韭菜已经炒不上去了，改炒其他标的。别说往上炒了，就是接盘维持不跌人都不够。内部人知道这一点所以都一直在卖。将来怎么样可以猜到，暴跌无非是时间问题","text":"$英伟达(NVDA)$ 总有人觉得之前能暴涨，这完全是刻舟求剑。应该不会有人觉得这股是靠价值吧，那么只能是靠炒作。问题是现在市值已经3000亿了，约等于阿里+拼多多+京东，市场里的韭菜已经炒不上去了，改炒其他标的。别说往上炒了，就是接盘维持不跌人都不够。内部人知道这一点所以都一直在卖。将来怎么样可以猜到，暴跌无非是时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/437842125180992","isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195958644059362","authorId":"4195958644059362","name":"默小白","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4195958644059362","authorIdStr":"4195958644059362"},"content":"都在套现，根本不可能涨了，维持着等人接盘而已，现在这个股价是除权了多少次了","text":"都在套现，根本不可能涨了，维持着等人接盘而已，现在这个股价是除权了多少次了","html":"都在套现，根本不可能涨了，维持着等人接盘而已，现在这个股价是除权了多少次了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437841560711240,"gmtCreate":1747919094141,"gmtModify":1747919096059,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> CUDA 生态的护城河有多深？在AI训练和推理领域，NVIDIA凭借CUDA软件平台建立了难以撼动的领先地位。仅有强大的芯片硬件是不够的，NVIDIA近20年来投入巨资打造CUDA编译器、运行时、驱动和工具链，充分释放GPU硬件性能。结果是，一个围绕NVIDIA GPU构建的庞大软件生态，使得开发者以极低门槛利用CUDA加速计算，从而形成了一道坚实的“软件护城河”。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> CUDA 生态的护城河有多深？在AI训练和推理领域，NVIDIA凭借CUDA软件平台建立了难以撼动的领先地位。仅有强大的芯片硬件是不够的，NVIDIA近20年来投入巨资打造CUDA编译器、运行时、驱动和工具链，充分释放GPU硬件性能。结果是，一个围绕NVIDIA GPU构建的庞大软件生态，使得开发者以极低门槛利用CUDA加速计算，从而形成了一道坚实的“软件护城河”。","text":"$英伟达(NVDA)$ CUDA 生态的护城河有多深？在AI训练和推理领域，NVIDIA凭借CUDA软件平台建立了难以撼动的领先地位。仅有强大的芯片硬件是不够的，NVIDIA近20年来投入巨资打造CUDA编译器、运行时、驱动和工具链，充分释放GPU硬件性能。结果是，一个围绕NVIDIA GPU构建的庞大软件生态，使得开发者以极低门槛利用CUDA加速计算，从而形成了一道坚实的“软件护城河”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437841560711240","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437390237155488,"gmtCreate":1747807351617,"gmtModify":1747808907442,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 美国参议院通过的genius法案，其实按道理来说最利好coin，目前上市公司里面稳定币业务做的最好的，但是这个股股性以前太差了，我有段时间拿着都要拿吐了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 美国参议院通过的genius法案，其实按道理来说最利好coin，目前上市公司里面稳定币业务做的最好的，但是这个股股性以前太差了，我有段时间拿着都要拿吐了","text":"$Coinbase Global, Inc.(COIN)$ 美国参议院通过的genius法案，其实按道理来说最利好coin，目前上市公司里面稳定币业务做的最好的，但是这个股股性以前太差了，我有段时间拿着都要拿吐了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437390237155488","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437390338793592,"gmtCreate":1747807292558,"gmtModify":1747808908382,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <v-v data-views=\"1\"></v-v>少一点阴谋论，多一点踏实，很明显宁德时代被低估了，不否认港股目前有炒作嫌疑，但是从盈利和行业地位来看，目前股价一点都不贵，特别是A股，看好年底A股385元，港股400港币。立贴为证！","listText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <v-v data-views=\"1\"></v-v>少一点阴谋论，多一点踏实，很明显宁德时代被低估了，不否认港股目前有炒作嫌疑，但是从盈利和行业地位来看，目前股价一点都不贵，特别是A股，看好年底A股385元，港股400港币。立贴为证！","text":"$宁德时代(03750)$ 少一点阴谋论，多一点踏实，很明显宁德时代被低估了，不否认港股目前有炒作嫌疑，但是从盈利和行业地位来看，目前股价一点都不贵，特别是A股，看好年底A股385元，港股400港币。立贴为证！","images":[{"img":"https://static.tigerbbs.com/cf675634b96c21057f1beb350cbeca7a","width":"379","height":"387"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437390338793592","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":435352491270304,"gmtCreate":1747290204488,"gmtModify":1747290231679,"author":{"id":"10000000000010502","authorId":"10000000000010502","name":"会投资的DJ","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010502","authorIdStr":"10000000000010502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> <v-v data-views=\"1\"></v-v> 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