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五年一个周期
五年一个周期
·
04-29 13:53
$微软(MSFT)$
微软的纳德拉对于AI的思考似乎始终在分发而不是拥有和创造顶尖模型,有种感觉微软错过了移动互联网时代,将再次错过AI时代! 鲍尔默最出名的话是:我们是软件人,我们在软件上大把赚钱,我们不需要移动互联网;看纳德拉最新的访谈有种重回微软20年前的感觉!
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五年一个周期
五年一个周期
·
04-29 13:49
$希捷科技(STX)$
stx这季财报太强了，毛利率47%历史新高，FCF接近10亿美金，直接把AI从“训练周期”转到“持续推理”的逻辑讲透了
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五年一个周期
五年一个周期
·
04-27 16:35
$闪迪(SNDK)$
sndk目标价base case 是1400-1700。hbf的故事会很快开始 取代hbm的故事也会很快开始。这周财报看点一个是超出预期多少。第二就是hbf原型进度
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五年一个周期
五年一个周期
·
04-27 16:30
$英特尔(INTC)$
intc这50亿投资回报已经超过255%，老特早半个月，美国政府成本比达子还低，债转股，老bd栽下的树，老特把果子摘了
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五年一个周期
五年一个周期
·
04-24
$微软(MSFT)$
微软将向美国7%的员工提供自愿离职计划。 裁掉美国，雇佣印度，纳德拉的印度转移计划正在有条不紊地进行。这对企业是大利好啊
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五年一个周期
五年一个周期
·
04-23
$特斯拉(TSLA)$
特斯拉股票是不便宜，但是认真做机器人的只有特斯拉！就凭这一点特斯拉在我这里永远有仓位
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五年一个周期
五年一个周期
·
04-22
$纳斯达克(.IXIC)$
留给沃什的政策空间不多了，市场上不是科技反弹，就是halo交易，投资要如呼吸般简单轻盈
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五年一个周期
五年一个周期
·
04-21
$联合健康(UNH)$
UNH的财报大概率会超预期，如果股价在这个位置拉上去那可以确定底部已经走出来了，等回踩加仓，跌下去那必定破位
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五年一个周期
五年一个周期
·
04-20
$特斯拉(TSLA)$
特斯拉别做空，这个股有信仰，叠加无人驾驶和机器人叙事谁也说不准，马斯克总能出人意料
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五年一个周期
五年一个周期
·
04-17
$美国超微公司(AMD)$
聊一下AMD的几个逻辑 1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求 2，Anthopic 正在招募懂 ROCM 的开发者， 3，rumor 亚马逊会是 Helios 的下一个大客户 今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。
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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>intc这50亿投资回报已经超过255%，老特早半个月，美国政府成本比达子还低，债转股，老bd栽下的树，老特把果子摘了","text":"$英特尔(INTC)$intc这50亿投资回报已经超过255%，老特早半个月，美国政府成本比达子还低，债转股，老bd栽下的树，老特把果子摘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558063278338072","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557008204144664,"gmtCreate":1777021037257,"gmtModify":1777021039737,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>微软将向美国7%的员工提供自愿离职计划。 裁掉美国，雇佣印度，纳德拉的印度转移计划正在有条不紊地进行。这对企业是大利好啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>微软将向美国7%的员工提供自愿离职计划。 裁掉美国，雇佣印度，纳德拉的印度转移计划正在有条不紊地进行。这对企业是大利好啊","text":"$微软(MSFT)$微软将向美国7%的员工提供自愿离职计划。 裁掉美国，雇佣印度，纳德拉的印度转移计划正在有条不紊地进行。这对企业是大利好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557008204144664","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556601084097384,"gmtCreate":1776921713231,"gmtModify":1776921715508,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉股票是不便宜，但是认真做机器人的只有特斯拉！就凭这一点特斯拉在我这里永远有仓位","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉股票是不便宜，但是认真做机器人的只有特斯拉！就凭这一点特斯拉在我这里永远有仓位","text":"$特斯拉(TSLA)$特斯拉股票是不便宜，但是认真做机器人的只有特斯拉！就凭这一点特斯拉在我这里永远有仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556601084097384","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556401118302616,"gmtCreate":1776850642895,"gmtModify":1776850645562,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>留给沃什的政策空间不多了，市场上不是科技反弹，就是halo交易，投资要如呼吸般简单轻盈","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>留给沃什的政策空间不多了，市场上不是科技反弹，就是halo交易，投资要如呼吸般简单轻盈","text":"$纳斯达克(.IXIC)$留给沃什的政策空间不多了，市场上不是科技反弹，就是halo交易，投资要如呼吸般简单轻盈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556401118302616","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556018797256800,"gmtCreate":1776757234546,"gmtModify":1776757236853,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>UNH的财报大概率会超预期，如果股价在这个位置拉上去那可以确定底部已经走出来了，等回踩加仓，跌下去那必定破位","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>UNH的财报大概率会超预期，如果股价在这个位置拉上去那可以确定底部已经走出来了，等回踩加仓，跌下去那必定破位","text":"$联合健康(UNH)$UNH的财报大概率会超预期，如果股价在这个位置拉上去那可以确定底部已经走出来了，等回踩加仓，跌下去那必定破位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556018797256800","isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555690266882088,"gmtCreate":1776677026513,"gmtModify":1776677029293,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉别做空，这个股有信仰，叠加无人驾驶和机器人叙事谁也说不准，马斯克总能出人意料","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉别做空，这个股有信仰，叠加无人驾驶和机器人叙事谁也说不准，马斯克总能出人意料","text":"$特斯拉(TSLA)$ 特斯拉别做空，这个股有信仰，叠加无人驾驶和机器人叙事谁也说不准，马斯克总能出人意料","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555690266882088","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554578860196760,"gmtCreate":1776401529324,"gmtModify":1776404162606,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>聊一下AMD的几个逻辑 1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求 2，Anthopic 正在招募懂 ROCM 的开发者， 3，rumor 亚马逊会是 Helios 的下一个大客户 今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>聊一下AMD的几个逻辑 1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求 2，Anthopic 正在招募懂 ROCM 的开发者， 3，rumor 亚马逊会是 Helios 的下一个大客户 今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。","text":"$美国超微公司(AMD)$聊一下AMD的几个逻辑 1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求 2，Anthopic 正在招募懂 ROCM 的开发者， 3，rumor 亚马逊会是 Helios 的下一个大客户 今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554578860196760","isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}