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五年一个周期
五年一个周期
·
11-28 12:43
$上证指数(000001.SH)$
行为金融学研究表明，人们对亏损的痛苦感是同等盈利快感的2倍，所以才会有套牢盘这种抛压
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五年一个周期
五年一个周期
·
11-28 12:38
$英伟达(NVDA)$
原本推理和训练都是英伟达的gpu，现在推理是tpu，训练是gpu。英伟达可以说丢了半壁江山
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五年一个周期
五年一个周期
·
11-28 12:33
$阿里巴巴-W(09988)$
目前看阿里已经减少外卖补贴了，但是份额和留存几乎没变。 另外，淘宝未来几年一定会大大加强自营的建设，比如盒马nb， 快消食品等。
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五年一个周期
五年一个周期
·
11-27
$英伟达(NVDA)$
使用英伟达训练模型比谷歌tpu贵那么多，这场大模型的战争还怎么打下去？英伟达还能好吗
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189
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五年一个周期
五年一个周期
·
11-27
$谷歌(GOOG)$
目前看租用Google云端TPU的厂商，例如Anthropic会减少对英伟达GPU的采购需求；所以英伟达在未来的2-3年内，可能统治力就没现在那么强了
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五年一个周期
五年一个周期
·
11-27
$黄金主连 2602(GCmain)$
黄金多头在2512期权合约周一完成交割后，盘面的抛压有所降缓，同时也符合日线级别有突破收敛三角区域上轨走势的行情。看多
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五年一个周期
五年一个周期
·
11-26
$黄金主连 2602(GCmain)$
今天大概是黄金潘多拉魔盒打开的日子，现在这个市场这个死样子，资金不来贵金属去哪里？准备迎接狂风暴雨吧
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五年一个周期
五年一个周期
·
11-26
$理想汽车(LI)$
希望理想的智能穿戴能够将车子拓展成一个智算平台，也就说车子以后出行空间加上智算平台。有了智算平台，车子才更有黏性，应用才会更加丰富。
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五年一个周期
五年一个周期
·
11-26
$英伟达(NVDA)$
$谷歌(GOOG)$
人工智能AI是否存在泡沫？答案当然是否定的！！人工智能还处于初级阶段，成长空间还大着呢！！回到股市，英伟达也就60倍市盈率；谷歌也才40倍，而他们的盈利能力还是很强呢！相较于有些地方动辄上百倍、几百倍的市盈率，那是绝对的低估啊！
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五年一个周期
五年一个周期
·
11-25
$纳斯达克(.IXIC)$
回本就是拿回了属于自己的东西，填补了这个心理上的窟窿。仿佛过去的一切错误和煎熬都被一笔勾销了。
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2602(GCmain)$</a>黄金多头在2512期权合约周一完成交割后，盘面的抛压有所降缓，同时也符合日线级别有突破收敛三角区域上轨走势的行情。看多","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2602(GCmain)$</a>黄金多头在2512期权合约周一完成交割后，盘面的抛压有所降缓，同时也符合日线级别有突破收敛三角区域上轨走势的行情。看多","text":"$黄金主连 2602(GCmain)$黄金多头在2512期权合约周一完成交割后，盘面的抛压有所降缓，同时也符合日线级别有突破收敛三角区域上轨走势的行情。看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504643241783368","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504301731602504,"gmtCreate":1764138419258,"gmtModify":1764138421829,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2602(GCmain)$</a>今天大概是黄金潘多拉魔盒打开的日子，现在这个市场这个死样子，资金不来贵金属去哪里？准备迎接狂风暴雨吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2602(GCmain)$</a>今天大概是黄金潘多拉魔盒打开的日子，现在这个市场这个死样子，资金不来贵金属去哪里？准备迎接狂风暴雨吧","text":"$黄金主连 2602(GCmain)$今天大概是黄金潘多拉魔盒打开的日子，现在这个市场这个死样子，资金不来贵金属去哪里？准备迎接狂风暴雨吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504301731602504","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504299770630312,"gmtCreate":1764138157027,"gmtModify":1764138159490,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>希望理想的智能穿戴能够将车子拓展成一个智算平台，也就说车子以后出行空间加上智算平台。有了智算平台，车子才更有黏性，应用才会更加丰富。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>希望理想的智能穿戴能够将车子拓展成一个智算平台，也就说车子以后出行空间加上智算平台。有了智算平台，车子才更有黏性，应用才会更加丰富。","text":"$理想汽车(LI)$希望理想的智能穿戴能够将车子拓展成一个智算平台，也就说车子以后出行空间加上智算平台。有了智算平台，车子才更有黏性，应用才会更加丰富。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504299770630312","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504298788343976,"gmtCreate":1764137917211,"gmtModify":1764137920222,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>人工智能AI是否存在泡沫？答案当然是否定的！！人工智能还处于初级阶段，成长空间还大着呢！！回到股市，英伟达也就60倍市盈率；谷歌也才40倍，而他们的盈利能力还是很强呢！相较于有些地方动辄上百倍、几百倍的市盈率，那是绝对的低估啊！","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>人工智能AI是否存在泡沫？答案当然是否定的！！人工智能还处于初级阶段，成长空间还大着呢！！回到股市，英伟达也就60倍市盈率；谷歌也才40倍，而他们的盈利能力还是很强呢！相较于有些地方动辄上百倍、几百倍的市盈率，那是绝对的低估啊！","text":"$英伟达(NVDA)$ 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