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韭菜ooo
韭菜ooo
·
01-09 16:21
$英伟达(NVDA)$
英伟达这种票不是做长线的根本拿不住，实际上我们很多普通人交易呢，最好还是用一下巴菲特的估值模式，这样是相当好的，这样交易的话省心，心态还好
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韭菜ooo
韭菜ooo
·
01-09 16:16
$智谱(02513)$
智谱这种模式在自由市场是不被看好的，完全是烧钱的，智谱要放在a股的话，那要比minimax热度高。
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韭菜ooo
韭菜ooo
·
01-08 12:20
$Meta Platforms, Inc.(META)$
接下来AI对META业绩驱动还是正向的，15％的增速还是可以有的
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韭菜ooo
韭菜ooo
·
01-07
$美国超微公司(AMD)$
AMD今天这个跌的莫名其妙。去年内存供货不平衡可以抬价，闪迪等大赚一笔，股价一飞冲天。同样道理，今年AI芯片，一片难求，TSM N2都用来代工GPU，为什么x86联盟不能联手抬价？
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韭菜ooo
韭菜ooo
·
01-07
$SanDisk Corp(SNDK)$
谁知道最近内存条和SSD销量咋样？我跟前的要采购的电脑的最近都停下来在观望了，不知道大户们怎么样
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韭菜ooo
韭菜ooo
·
01-06
$特斯拉(TSLA)$
现在真正泡沫最大的并不是ai，而是马斯克的产业，马斯克的产业没有一个真正赚大钱的，能赚小钱的 也主要赚的是g端补贴，这就是一个看起来很牛逼 实际都是噱头的大号贾跃亭。就靠着噱头 讲故事，居然干成世界首富，比ai都离谱
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韭菜ooo
韭菜ooo
·
01-06
$纳斯达克(.IXIC)$
纳指还有下行空间，也不排除嗖又上去了，每天定投就好了，慢慢买慢慢拿，长坡厚雪机会很大
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537
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韭菜ooo
韭菜ooo
·
01-06
$英伟达(NVDA)$
英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好
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韭菜ooo
韭菜ooo
·
01-05
$美光科技(MU)$
美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。
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韭菜ooo
韭菜ooo
·
2025-12-31
$壁仞科技(06082)$
壁仞国产gpu。港股新股。战斗到最后一刻！ 就看2号能不能雄起？要不要等到2号~资深的朋友给回复一下
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href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a>智谱这种模式在自由市场是不被看好的，完全是烧钱的，智谱要放在a股的话，那要比minimax热度高。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a>智谱这种模式在自由市场是不被看好的，完全是烧钱的，智谱要放在a股的话，那要比minimax热度高。","text":"$智谱(02513)$智谱这种模式在自由市场是不被看好的，完全是烧钱的，智谱要放在a股的话，那要比minimax热度高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519836126208144","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519439638659856,"gmtCreate":1767846008353,"gmtModify":1767846010645,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>接下来AI对META业绩驱动还是正向的，15％的增速还是可以有的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>接下来AI对META业绩驱动还是正向的，15％的增速还是可以有的","text":"$Meta Platforms, Inc.(META)$接下来AI对META业绩驱动还是正向的，15％的增速还是可以有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519439638659856","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519143031943968,"gmtCreate":1767769447310,"gmtModify":1767769449811,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD今天这个跌的莫名其妙。去年内存供货不平衡可以抬价，闪迪等大赚一笔，股价一飞冲天。同样道理，今年AI芯片，一片难求，TSM N2都用来代工GPU，为什么x86联盟不能联手抬价？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD今天这个跌的莫名其妙。去年内存供货不平衡可以抬价，闪迪等大赚一笔，股价一飞冲天。同样道理，今年AI芯片，一片难求，TSM N2都用来代工GPU，为什么x86联盟不能联手抬价？","text":"$美国超微公司(AMD)$AMD今天这个跌的莫名其妙。去年内存供货不平衡可以抬价，闪迪等大赚一笔，股价一飞冲天。同样道理，今年AI芯片，一片难求，TSM 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Corp(SNDK)$谁知道最近内存条和SSD销量咋样？我跟前的要采购的电脑的最近都停下来在观望了，不知道大户们怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519141135118448","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518793020153976,"gmtCreate":1767687206529,"gmtModify":1767688739145,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>现在真正泡沫最大的并不是ai，而是马斯克的产业，马斯克的产业没有一个真正赚大钱的，能赚小钱的 也主要赚的是g端补贴，这就是一个看起来很牛逼 实际都是噱头的大号贾跃亭。就靠着噱头 讲故事，居然干成世界首富，比ai都离谱","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>现在真正泡沫最大的并不是ai，而是马斯克的产业，马斯克的产业没有一个真正赚大钱的，能赚小钱的 也主要赚的是g端补贴，这就是一个看起来很牛逼 实际都是噱头的大号贾跃亭。就靠着噱头 讲故事，居然干成世界首富，比ai都离谱","text":"$特斯拉(TSLA)$现在真正泡沫最大的并不是ai，而是马斯克的产业，马斯克的产业没有一个真正赚大钱的，能赚小钱的 也主要赚的是g端补贴，这就是一个看起来很牛逼 实际都是噱头的大号贾跃亭。就靠着噱头 讲故事，居然干成世界首富，比ai都离谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/518793020153976","isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话","text":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话","html":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"畜牧业才是最赚钱的[开心]毕竟你敢说马圣不对，就会有好几个人出来喷你，就知道这行业多赚钱了。","text":"畜牧业才是最赚钱的[开心]毕竟你敢说马圣不对，就会有好几个人出来喷你，就知道这行业多赚钱了。","html":"畜牧业才是最赚钱的[开心]毕竟你敢说马圣不对，就会有好几个人出来喷你，就知道这行业多赚钱了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518791679311984,"gmtCreate":1767686878505,"gmtModify":1767686881035,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指还有下行空间，也不排除嗖又上去了，每天定投就好了，慢慢买慢慢拿，长坡厚雪机会很大","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指还有下行空间，也不排除嗖又上去了，每天定投就好了，慢慢买慢慢拿，长坡厚雪机会很大","text":"$纳斯达克(.IXIC)$纳指还有下行空间，也不排除嗖又上去了，每天定投就好了，慢慢买慢慢拿，长坡厚雪机会很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518791679311984","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518789955314120,"gmtCreate":1767686541829,"gmtModify":1767686740930,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好","text":"$英伟达(NVDA)$英伟达发布的开源模型给他的gpu用的。这个就像以前的谷歌把安卓系统给开源，主要为了推广他的产品，并压制其他竞争对手。看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518789955314120","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518404616421488,"gmtCreate":1767592380729,"gmtModify":1767592383424,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM TAM扩张，供需偏紧延续，盈利中枢上移，股价中枢350-400美元；若HBM份额超25%，目标价可上看400-450美元。","text":"$美光科技(MU)$美光股价核心结论目标长期看HBM份额与行业周期，上限或至500美元+。目标：HBM 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