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笃行吾道
笃行吾道
·
11-07 00:22
$美国超微公司(AMD)$
这波操作有点意思,专门为中国市场定制的Instinct MI308 AI芯片竟然拿到了出口许可,反观隔壁
$英伟达(NVDA)$
还在僵局里打转。
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编组 21备份 2
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笃行吾道
笃行吾道
·
11-06
$美国超微公司(AMD)$
这波操作真是让人跌破眼镜,居然拿到了中国特供版MI308 AI芯片的出口许可,而
$英伟达(NVDA)$
还在那干瞪眼呢!
看
994
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编组 21备份 2
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笃行吾道
笃行吾道
·
11-03
$美国超微公司(AMD)$
企业的前瞻指引才是重中之重。大伙儿都心知肚明,靠着那堆合同和Mi450项目,2026年绝对赚得盆满钵满。
看
463
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点赞
编组 21备份 2
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笃行吾道
笃行吾道
·
11-03
$英伟达(NVDA)$
人工智能烧钱的增长速度终有放缓之日,不过眼下还没到减速的时候。目前全球数据中心数量是1.1万座,预计2030年前这个数字将势如破竹突破3万大关。
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398
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笃行吾道
笃行吾道
·
10-23
$美国超微公司(AMD)$
跟
$IBM(IBM)$
搞量子计算合作,这波再涨30%还不是手到擒来?科技双雄如虎添翼啊
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319
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编组 21备份 2
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笃行吾道
笃行吾道
·
10-21
$美国超微公司(AMD)$
旗帜警报预警!该上调目标价了。现在连
$美国银行(BAC)$
都开始加入机构喊单阵营,集体看涨300点大关
看
404
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编组 21备份 2
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笃行吾道
笃行吾道
·
10-10
这波操作堪称双标现场!
$英伟达(NVDA)$
与Open AI合作就是天作之合,
$美国超微公司(AMD)$
搞点大动作就被说成竹篮打水?
$美国超微公司(AMD)$
给我油门焊死往前冲!
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1,034
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编组 21备份 2
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笃行吾道
笃行吾道
·
10-10
$美国超微公司(AMD)$
今日在超买状态下完成从$240到$230的健康盘整,这波蓄力堪称教科书级别,明摆着是要剑指$275到$320的节奏啊。
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1
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笃行吾道
笃行吾道
·
10-09
$英伟达(NVDA)$
收盘钟声响起时再创新高,这剧本我熟
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294
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笃行吾道
笃行吾道
·
10-07
那些后知后觉的机构今天终于进场扫货了。与OpenAI的合作堪称王炸级操作,
$美国超微公司(AMD)$
的云端服务早就赚得盆满钵满。
看
107
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>人工智能烧钱的增长速度终有放缓之日,不过眼下还没到减速的时候。目前全球数据中心数量是1.1万座,预计2030年前这个数字将势如破竹突破3万大关。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>人工智能烧钱的增长速度终有放缓之日,不过眼下还没到减速的时候。目前全球数据中心数量是1.1万座,预计2030年前这个数字将势如破竹突破3万大关。","text":"$英伟达(NVDA)$ 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>跟<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$ </a>搞量子计算合作,这波再涨30%还不是手到擒来?科技双雄如虎添翼啊","text":"$美国超微公司(AMD)$ 跟$IBM(IBM)$ 搞量子计算合作,这波再涨30%还不是手到擒来?科技双雄如虎添翼啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492447324144008","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491529277280520,"gmtCreate":1760985291000,"gmtModify":1761058182588,"author":{"id":"10000000000010534","authorId":"10000000000010534","name":"笃行吾道","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010534","authorIdStr":"10000000000010534"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>旗帜警报预警!该上调目标价了。现在连<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>都开始加入机构喊单阵营,集体看涨300点大关","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>旗帜警报预警!该上调目标价了。现在连<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>都开始加入机构喊单阵营,集体看涨300点大关","text":"$美国超微公司(AMD)$ 旗帜警报预警!该上调目标价了。现在连$美国银行(BAC)$ 都开始加入机构喊单阵营,集体看涨300点大关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491529277280520","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487612223505120,"gmtCreate":1760048479000,"gmtModify":1760059210363,"author":{"id":"10000000000010534","authorId":"10000000000010534","name":"笃行吾道","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010534","authorIdStr":"10000000000010534"},"themes":[],"htmlText":"这波操作堪称双标现场!<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>与Open AI合作就是天作之合,<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>搞点大动作就被说成竹篮打水?<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>给我油门焊死往前冲!","listText":"这波操作堪称双标现场!<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>与Open AI合作就是天作之合,<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>搞点大动作就被说成竹篮打水?<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>给我油门焊死往前冲!","text":"这波操作堪称双标现场!$英伟达(NVDA)$ 与Open AI合作就是天作之合,$美国超微公司(AMD)$ 搞点大动作就被说成竹篮打水?$美国超微公司(AMD)$ 给我油门焊死往前冲!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487612223505120","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487583808540824,"gmtCreate":1760041344000,"gmtModify":1760059209434,"author":{"id":"10000000000010534","authorId":"10000000000010534","name":"笃行吾道","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010534","authorIdStr":"10000000000010534"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>今日在超买状态下完成从$240到$230的健康盘整,这波蓄力堪称教科书级别,明摆着是要剑指$275到$320的节奏啊。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>今日在超买状态下完成从$240到$230的健康盘整,这波蓄力堪称教科书级别,明摆着是要剑指$275到$320的节奏啊。","text":"$美国超微公司(AMD)$ 今日在超买状态下完成从$240到$230的健康盘整,这波蓄力堪称教科书级别,明摆着是要剑指$275到$320的节奏啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487583808540824","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487522721722472,"gmtCreate":1760016645000,"gmtModify":1760059209526,"author":{"id":"10000000000010534","authorId":"10000000000010534","name":"笃行吾道","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010534","authorIdStr":"10000000000010534"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>收盘钟声响起时再创新高,这剧本我熟","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>收盘钟声响起时再创新高,这剧本我熟","text":"$英伟达(NVDA)$ 收盘钟声响起时再创新高,这剧本我熟","images":[{"img":"https://static.tigerbbs.com/68d6414140d63a3a3a6154d853c6fa75","width":"480","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487522721722472","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":486451962413792,"gmtCreate":1759768230000,"gmtModify":1759995120280,"author":{"id":"10000000000010534","authorId":"10000000000010534","name":"笃行吾道","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010534","authorIdStr":"10000000000010534"},"themes":[],"htmlText":"那些后知后觉的机构今天终于进场扫货了。与OpenAI的合作堪称王炸级操作,<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的云端服务早就赚得盆满钵满。","listText":"那些后知后觉的机构今天终于进场扫货了。与OpenAI的合作堪称王炸级操作,<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ 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