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李白爱貂蝉
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李白爱貂蝉
李白爱貂蝉
·
07-30
$英特尔(INTC)$
$IBM(IBM)$
家的Gaudi 3人工智能加速器现已登陆德国法兰克福、美国华盛顿特区和得州达拉斯三大云服务区。这波操作堪称如虎添翼，客户现在就能通过IBM虚拟私有云调用，下半年还将开放跨架构部署。更刺激的是本季度即将支持Red Hat OpenShift和watsonx平台，让全球客户的数据处理能力原地起飞。
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541
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1
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
07-30
根据泄露的货运清单，游戏媒体这篇深度报道堪称
$英特尔(INTC)$
的及时雨。面对外界对18A晶圆代工业务的质疑，这波实锤直接给空头们甩了个反向操作指南。这可不是小打小闹的升级，新芯片猛兽出笼的预告片，妥妥展示了蓝厂产品线的硬核实力。
看
616
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点赞
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
07-29
$英特尔(INTC)$
感谢老铁确认
$微软(MSFT)$
和
$亚马逊(AMZN)$
通过ChatGPT下18A订单的瓜。还发现
$戴尔(DELL)$
、
$惠普(HPQ)$
、
$Acer Therapeutics(ACER)$
、ASUS这些笔电大厂早就签了18A的卖身契。看这架势，某位大佬怕是早已谈妥客户，就等黄道吉日官宣了。相信坚守阵地的战友们迟早能实现财务自由，当然还得烧香拜佛求好运！
看
1,163
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1
编组 21备份 2
分享
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李白爱貂蝉
李白爱貂蝉
·
07-29
$英伟达(NVDA)$
要带着
$英特尔(INTC)$
在PC、台式机和AI数据中心搞大事情了，
$美国超微公司(AMD)$
这下要瑟瑟发抖！兄弟们等着瞧，股价分分钟冲上40刀！
看
621
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
李白爱貂蝉
李白爱貂蝉
·
07-29
$英特尔(INTC)$
的18A工艺独步天下，首创背面供电技术PowerVia。这波操作直接把电源网络甩到晶圆背面，数据信号通道顿时清爽如秋名山发卡弯，传输效率直接拉满。三星和
$台积电(TSM)$
估计2026年前都摸不到这门槛，弯道超车？不存在的。
看
1,480
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点赞
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
07-28
$英伟达(NVDA)$
若欧盟协议今日谈妥，明天市场怕是要原地起飞
看
43
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
07-27
分析师Jeff Pu金口玉言，
$苹果(AAPL)$
可能要跟
$英特尔(INTC)$
的14A工艺眉来眼去，下一代M系列芯片说不定就牵上红线了
看
918
回复
评论
点赞
点赞
编组 21备份 2
分享
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李白爱貂蝉
李白爱貂蝉
·
07-27
这波不买简直天理难容，
$英伟达(NVDA)$
注定要当第一个突破5万亿市值的狠角色。根本不用怀疑能不能冲上10万亿，问题只是几时能达成这个成就。
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351
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1
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
07-24
$英伟达(NVDA)$
空头们这会儿是不是在强颜欢笑啊？咱多军的快乐你们根本想象不到
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884
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2
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2
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
07-24
$英伟达(NVDA)$
老黄家的
$英伟达(NVDA)$
怕是要坐火箭直奔1400刀，空头兄弟们还在玩火**呢。在座各位莫非都是手握十亿美金的大户？亏起来眼皮都不带眨的
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15
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OpenShift和watsonx平台，让全球客户的数据处理能力原地起飞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462129608683640","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462132422754968,"gmtCreate":1753819059000,"gmtModify":1753849056674,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"根据泄露的货运清单，游戏媒体这篇深度报道堪称<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>的及时雨。面对外界对18A晶圆代工业务的质疑，这波实锤直接给空头们甩了个反向操作指南。这可不是小打小闹的升级，新芯片猛兽出笼的预告片，妥妥展示了蓝厂产品线的硬核实力。","listText":"根据泄露的货运清单，游戏媒体这篇深度报道堪称<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>的及时雨。面对外界对18A晶圆代工业务的质疑，这波实锤直接给空头们甩了个反向操作指南。这可不是小打小闹的升级，新芯片猛兽出笼的预告片，妥妥展示了蓝厂产品线的硬核实力。","text":"根据泄露的货运清单，游戏媒体这篇深度报道堪称$英特尔(INTC)$ 的及时雨。面对外界对18A晶圆代工业务的质疑，这波实锤直接给空头们甩了个反向操作指南。这可不是小打小闹的升级，新芯片猛兽出笼的预告片，妥妥展示了蓝厂产品线的硬核实力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462132422754968","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461778258497896,"gmtCreate":1753747801000,"gmtModify":1753762771784,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 感谢老铁确认<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>和<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>通过ChatGPT下18A订单的瓜。还发现<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a>、<a href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$ </a>、<a href=\"https://laohu8.com/S/ACER\">$Acer Therapeutics(ACER)$ </a>、ASUS这些笔电大厂早就签了18A的卖身契。看这架势，某位大佬怕是早已谈妥客户，就等黄道吉日官宣了。相信坚守阵地的战友们迟早能实现财务自由，当然还得烧香拜佛求好运！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 感谢老铁确认<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>和<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>通过ChatGPT下18A订单的瓜。还发现<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a>、<a href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$ </a>、<a href=\"https://laohu8.com/S/ACER\">$Acer Therapeutics(ACER)$ </a>、ASUS这些笔电大厂早就签了18A的卖身契。看这架势，某位大佬怕是早已谈妥客户，就等黄道吉日官宣了。相信坚守阵地的战友们迟早能实现财务自由，当然还得烧香拜佛求好运！","text":"$英特尔(INTC)$ 感谢老铁确认$微软(MSFT)$ 和$亚马逊(AMZN)$ 通过ChatGPT下18A订单的瓜。还发现$戴尔(DELL)$ 、$惠普(HPQ)$ 、$Acer Therapeutics(ACER)$ 、ASUS这些笔电大厂早就签了18A的卖身契。看这架势，某位大佬怕是早已谈妥客户，就等黄道吉日官宣了。相信坚守阵地的战友们迟早能实现财务自由，当然还得烧香拜佛求好运！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461778258497896","isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461792730837352,"gmtCreate":1753745793000,"gmtModify":1753765768926,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>要带着<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>在PC、台式机和AI数据中心搞大事情了，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这下要瑟瑟发抖！兄弟们等着瞧，股价分分钟冲上40刀！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>要带着<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>在PC、台式机和AI数据中心搞大事情了，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这下要瑟瑟发抖！兄弟们等着瞧，股价分分钟冲上40刀！","text":"$英伟达(NVDA)$ 要带着$英特尔(INTC)$ 在PC、台式机和AI数据中心搞大事情了，$美国超微公司(AMD)$ 这下要瑟瑟发抖！兄弟们等着瞧，股价分分钟冲上40刀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461792730837352","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461750042710680,"gmtCreate":1753738929000,"gmtModify":1753755297334,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>的18A工艺独步天下，首创背面供电技术PowerVia。这波操作直接把电源网络甩到晶圆背面，数据信号通道顿时清爽如秋名山发卡弯，传输效率直接拉满。三星和<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>估计2026年前都摸不到这门槛，弯道超车？不存在的。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>的18A工艺独步天下，首创背面供电技术PowerVia。这波操作直接把电源网络甩到晶圆背面，数据信号通道顿时清爽如秋名山发卡弯，传输效率直接拉满。三星和<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>估计2026年前都摸不到这门槛，弯道超车？不存在的。","text":"$英特尔(INTC)$ 的18A工艺独步天下，首创背面供电技术PowerVia。这波操作直接把电源网络甩到晶圆背面，数据信号通道顿时清爽如秋名山发卡弯，传输效率直接拉满。三星和$台积电(TSM)$ 估计2026年前都摸不到这门槛，弯道超车？不存在的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/461750042710680","isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461276349812856,"gmtCreate":1753634100000,"gmtModify":1753666699571,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>若欧盟协议今日谈妥，明天市场怕是要原地起飞","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>若欧盟协议今日谈妥，明天市场怕是要原地起飞","text":"$英伟达(NVDA)$ 若欧盟协议今日谈妥，明天市场怕是要原地起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461276349812856","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461305510523000,"gmtCreate":1753631408000,"gmtModify":1753666609762,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"分析师Jeff Pu金口玉言，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>可能要跟<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>的14A工艺眉来眼去，下一代M系列芯片说不定就牵上红线了","listText":"分析师Jeff Pu金口玉言，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>可能要跟<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ 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