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AAA二手车小王出车补仓
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
05-01 06:34
$英特尔(INTC)$
90%的良率，意味着英特尔现在每片晶圆的利润已经超过了竞争对手。当这个良率数据，和之前那1350%的盈利超预期结合起来看，关于“估值”的论据，也就是市盈率，就站不住脚了。盈利的增长速度，已经快于股价跟上的速度了。
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
05-01 00:40
$英伟达(NVDA)$
市场对AI芯片的需求，GOOG可满足不了，差得远呢。NVDA这边倒是会稳得很。AI热潮都持续这么久了，这点事居然还需要拿出来说，我也是没想到。
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226
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-29
$英特尔(INTC)$
这还只是冰山一角…英特尔代工看起来相当“晶”彩。
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203
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-29
$英特尔(INTC)$
英特尔股价突破90，恭喜多头，空头要哭了。
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41
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-29
$英特尔(INTC)$
下周AMD将报告数据中心CPU需求超出他们任何计划，唯一限制是供应。Intel股票会因同样原因与AMD一起上涨。
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1,991
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-29
$英伟达(NVDA)$
我看今天收盘可能收涨，时间还多，最后交易小时见分晓。
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101
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-28
$英特尔(INTC)$
AI现在还处在很早期的阶段。英特尔拥有先进的处理器技术，包括18A、18A-P、14A、AI加速器、Tunnel Falls等等，还有美国的代工厂、合作伙伴和重要客户。从很多方面看，未来都属于英特尔。投资就是预见未来。对我来说，英特尔的股价应该远高于100美元。
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704
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-28
$英特尔(INTC)$
市场会让MU、AMD和INTC成为万亿美元公司。
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429
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-28
$英特尔(INTC)$
现在这个时点，想等回调真的很难。多头很清楚，很多人就等着买便宜货。每次一跌，马上就被买起来。下个季度和下下个季度电脑价格几乎确定要涨，这种情况下为什么还需要回调呢？
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AAA二手车小王出车补仓
AAA二手车小王出车补仓
·
04-27
$英特尔(INTC)$
Intel持有Mobileye 88%的股份。Mobileye对Intel和TeraFab来说都是重要资产，涉及Supervision、Surround ADAS和Humanoids这些方面。Mobileye上季度的业绩非常好。
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</a>市场对AI芯片的需求，GOOG可满足不了，差得远呢。NVDA这边倒是会稳得很。AI热潮都持续这么久了，这点事居然还需要拿出来说，我也是没想到。","text":"$英伟达(NVDA)$ 市场对AI芯片的需求，GOOG可满足不了，差得远呢。NVDA这边倒是会稳得很。AI热潮都持续这么久了，这点事居然还需要拿出来说，我也是没想到。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559340731745120","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558928897282072,"gmtCreate":1777476477000,"gmtModify":1777518955043,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"AAA二手车小王出车补仓","avatar":"https://static.tigerbbs.com/3410b800d664fdc142cd3fee4a11af71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>这还只是冰山一角…英特尔代工看起来相当“晶”彩。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 下周AMD将报告数据中心CPU需求超出他们任何计划，唯一限制是供应。Intel股票会因同样原因与AMD一起上涨。","text":"$英特尔(INTC)$ 下周AMD将报告数据中心CPU需求超出他们任何计划，唯一限制是供应。Intel股票会因同样原因与AMD一起上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/558636726133608","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566274301875368","authorId":"3566274301875368","name":"望京小学生","avatar":"https://static.tigerbbs.com/c50a075e789c2a02d0cf5ee347c04322","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566274301875368","authorIdStr":"3566274301875368"},"content":"直接买AMD岂不更好 [可爱]","text":"直接买AMD岂不更好 [可爱]","html":"直接买AMD岂不更好 [可爱]"},{"author":{"id":"3497467987261225","authorId":"3497467987261225","name":"糖果田田","avatar":"https://static.tigerbbs.com/90c3716dd4df24fd678a10277aa9fa7f","crmLevel":6,"crmLevelSwitch":0,"idStr":"3497467987261225","authorIdStr":"3497467987261225"},"content":"amd财报基本就没涨的","text":"amd财报基本就没涨的","html":"amd财报基本就没涨的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558673024159768,"gmtCreate":1777403546000,"gmtModify":1777449333669,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"AAA二手车小王出车补仓","avatar":"https://static.tigerbbs.com/3410b800d664fdc142cd3fee4a11af71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>我看今天收盘可能收涨，时间还多，最后交易小时见分晓。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>我看今天收盘可能收涨，时间还多，最后交易小时见分晓。","text":"$英伟达(NVDA)$ 我看今天收盘可能收涨，时间还多，最后交易小时见分晓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558673024159768","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558577973334888,"gmtCreate":1777386156000,"gmtModify":1777450041855,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"AAA二手车小王出车补仓","avatar":"https://static.tigerbbs.com/3410b800d664fdc142cd3fee4a11af71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>AI现在还处在很早期的阶段。英特尔拥有先进的处理器技术，包括18A、18A-P、14A、AI加速器、Tunnel Falls等等，还有美国的代工厂、合作伙伴和重要客户。从很多方面看，未来都属于英特尔。投资就是预见未来。对我来说，英特尔的股价应该远高于100美元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>AI现在还处在很早期的阶段。英特尔拥有先进的处理器技术，包括18A、18A-P、14A、AI加速器、Tunnel Falls等等，还有美国的代工厂、合作伙伴和重要客户。从很多方面看，未来都属于英特尔。投资就是预见未来。对我来说，英特尔的股价应该远高于100美元。","text":"$英特尔(INTC)$ AI现在还处在很早期的阶段。英特尔拥有先进的处理器技术，包括18A、18A-P、14A、AI加速器、Tunnel Falls等等，还有美国的代工厂、合作伙伴和重要客户。从很多方面看，未来都属于英特尔。投资就是预见未来。对我来说，英特尔的股价应该远高于100美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558577973334888","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457089471002484","authorId":"3457089471002484","name":"陶朱","avatar":"https://static.tigerbbs.com/620317be0544d84f7c27ec08c841c497","crmLevel":2,"crmLevelSwitch":0,"idStr":"3457089471002484","authorIdStr":"3457089471002484"},"content":"我也觉得未来英特尔至少比台积电高才对，都是比较优质的业务，要技术有技术，要机遇有机遇，未来肯定大有可为","text":"我也觉得未来英特尔至少比台积电高才对，都是比较优质的业务，要技术有技术，要机遇有机遇，未来肯定大有可为","html":"我也觉得未来英特尔至少比台积电高才对，都是比较优质的业务，要技术有技术，要机遇有机遇，未来肯定大有可为"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558285207048224,"gmtCreate":1777319610000,"gmtModify":1777348127369,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"AAA二手车小王出车补仓","avatar":"https://static.tigerbbs.com/3410b800d664fdc142cd3fee4a11af71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>市场会让MU、AMD和INTC成为万亿美元公司。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>市场会让MU、AMD和INTC成为万亿美元公司。","text":"$英特尔(INTC)$ 市场会让MU、AMD和INTC成为万亿美元公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558285207048224","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558257604948672,"gmtCreate":1777312191000,"gmtModify":1777357907330,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"AAA二手车小王出车补仓","avatar":"https://static.tigerbbs.com/3410b800d664fdc142cd3fee4a11af71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>现在这个时点，想等回调真的很难。多头很清楚，很多人就等着买便宜货。每次一跌，马上就被买起来。下个季度和下下个季度电脑价格几乎确定要涨，这种情况下为什么还需要回调呢？","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>现在这个时点，想等回调真的很难。多头很清楚，很多人就等着买便宜货。每次一跌，马上就被买起来。下个季度和下下个季度电脑价格几乎确定要涨，这种情况下为什么还需要回调呢？","text":"$英特尔(INTC)$ 现在这个时点，想等回调真的很难。多头很清楚，很多人就等着买便宜货。每次一跌，马上就被买起来。下个季度和下下个季度电脑价格几乎确定要涨，这种情况下为什么还需要回调呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558257604948672","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557843534655512,"gmtCreate":1777220785000,"gmtModify":1777358829438,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"AAA二手车小王出车补仓","avatar":"https://static.tigerbbs.com/3410b800d664fdc142cd3fee4a11af71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>Intel持有Mobileye 88%的股份。Mobileye对Intel和TeraFab来说都是重要资产，涉及Supervision、Surround ADAS和Humanoids这些方面。Mobileye上季度的业绩非常好。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>Intel持有Mobileye 88%的股份。Mobileye对Intel和TeraFab来说都是重要资产，涉及Supervision、Surround ADAS和Humanoids这些方面。Mobileye上季度的业绩非常好。","text":"$英特尔(INTC)$ Intel持有Mobileye 88%的股份。Mobileye对Intel和TeraFab来说都是重要资产，涉及Supervision、Surround ADAS和Humanoids这些方面。Mobileye上季度的业绩非常好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557843534655512","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}