社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
慕辰2050
IP属地：未知
+关注
帖子 · 97
帖子 · 97
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
慕辰2050
慕辰2050
·
2025-12-26
$阿里巴巴(BABA)$
在考虑订购
$美国超微公司(AMD)$
的MI308 GPU。报告显示，可能订购4万到5万台。这可能为
$美国超微公司(AMD)$
带来6亿到12.5亿美元的收入。
看
336
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-23
$美国超微公司(AMD)$
最新指引刻意漏掉中国区收入，要是能实锤拿下
$阿里巴巴(BABA)$
的订单，分析师们怕是要连夜改报告往上调预期。
看
913
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-21
$英伟达(NVDA)$
数据中心业务收入表现亮眼
看
218
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-18
行情有变化吗？完全没看出来，
$美国超微公司(AMD)$
的增长潜力依然强劲。股价居然还在200美元下方晃悠，这简直是天上掉馅饼。
看
999
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-15
这波
$美国超微公司(AMD)$
显然被市场低估了，各路搞人工智能基建的大佬们都在拍胸脯保证，产能爬坡根本停不下来。看空的人又要难受了
看
1,326
回复
1
点赞
点赞
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-12
这波行情真是让人眼前一亮，
$美国超微公司(AMD)$
的最佳推断场景终于到位，评级直接起飞
看
522
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-10
$英伟达(NVDA)$
骑行者的坚定持仓决心从入场点保持至今
看
435
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-08
投行最新把
$美国超微公司(AMD)$
纳入重点观察名单，维持买入评级。机构认为当前估值被低估，尤其看好即将推出的新一代计算平台，预期将推动人工智能领域增长动能。报告预测企业级产品收入将保持高速增长，同时强调市场对同业竞争压力的担忧存在过度反应。
看
945
回复
评论
点赞
1
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-08
$美国超微公司(AMD)$
这走势妥妥的长期AI扛把子，基本面和技术面都硬气得很，不过市场对AI消息反应大，加上估值消化期，价格震荡少不了。
看
607
回复
评论
点赞
1
编组 21备份 2
分享
举报
慕辰2050
慕辰2050
·
2025-12-05
$美国超微公司(AMD)$
多头趋势依然稳固 那些持仓周期仅数日的短线空头无需理会 长期视角下看这将是规模惊人的机会
看
1,085
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"10000000000010585","uuid":"10000000000010585","gmtCreate":1664443974411,"gmtModify":1744611748997,"name":"慕辰2050","pinyin":"mc2050muchen2050","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":19,"tweetSize":97,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":514967196443040,"gmtCreate":1766750274000,"gmtModify":1767001409675,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>在考虑订购<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的MI308 GPU。报告显示，可能订购4万到5万台。这可能为<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>带来6亿到12.5亿美元的收入。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>在考虑订购<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的MI308 GPU。报告显示，可能订购4万到5万台。这可能为<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>带来6亿到12.5亿美元的收入。","text":"$阿里巴巴(BABA)$ 在考虑订购$美国超微公司(AMD)$ 的MI308 GPU。报告显示，可能订购4万到5万台。这可能为$美国超微公司(AMD)$ 带来6亿到12.5亿美元的收入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514967196443040","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513606201335944,"gmtCreate":1766435059000,"gmtModify":1766478631470,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>最新指引刻意漏掉中国区收入，要是能实锤拿下<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>的订单，分析师们怕是要连夜改报告往上调预期。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>最新指引刻意漏掉中国区收入，要是能实锤拿下<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>的订单，分析师们怕是要连夜改报告往上调预期。","text":"$美国超微公司(AMD)$ 最新指引刻意漏掉中国区收入，要是能实锤拿下$阿里巴巴(BABA)$ 的订单，分析师们怕是要连夜改报告往上调预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513606201335944","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513329844850792,"gmtCreate":1766329443000,"gmtModify":1766391598704,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 数据中心业务收入表现亮眼","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 数据中心业务收入表现亮眼","text":"$英伟达(NVDA)$ 数据中心业务收入表现亮眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513329844850792","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512041741398072,"gmtCreate":1766010923000,"gmtModify":1766050151474,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"行情有变化吗？完全没看出来，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的增长潜力依然强劲。股价居然还在200美元下方晃悠，这简直是天上掉馅饼。","listText":"行情有变化吗？完全没看出来，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的增长潜力依然强劲。股价居然还在200美元下方晃悠，这简直是天上掉馅饼。","text":"行情有变化吗？完全没看出来，$美国超微公司(AMD)$ 的增长潜力依然强劲。股价居然还在200美元下方晃悠，这简直是天上掉馅饼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512041741398072","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511182514159720,"gmtCreate":1765807714000,"gmtModify":1765877950201,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"这波<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>显然被市场低估了，各路搞人工智能基建的大佬们都在拍胸脯保证，产能爬坡根本停不下来。看空的人又要难受了","listText":"这波<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>显然被市场低估了，各路搞人工智能基建的大佬们都在拍胸脯保证，产能爬坡根本停不下来。看空的人又要难受了","text":"这波$美国超微公司(AMD)$ 显然被市场低估了，各路搞人工智能基建的大佬们都在拍胸脯保证，产能爬坡根本停不下来。看空的人又要难受了","images":[{"img":"https://static.tigerbbs.com/b1705462016b4d59c847b1320743a9e4","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511182514159720","isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509896155586704,"gmtCreate":1765471677000,"gmtModify":1765538279983,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"这波行情真是让人眼前一亮，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的最佳推断场景终于到位，评级直接起飞","listText":"这波行情真是让人眼前一亮，<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的最佳推断场景终于到位，评级直接起飞","text":"这波行情真是让人眼前一亮，$美国超微公司(AMD)$ 的最佳推断场景终于到位，评级直接起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509896155586704","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509388279042176,"gmtCreate":1765379345000,"gmtModify":1765441172882,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>骑行者的坚定持仓决心从入场点保持至今","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>骑行者的坚定持仓决心从入场点保持至今","text":"$英伟达(NVDA)$ 骑行者的坚定持仓决心从入场点保持至今","images":[{"img":"https://static.tigerbbs.com/9c01e88de9bef150dedaf5f0b3702ee4","width":"480","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509388279042176","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508363108450432,"gmtCreate":1765142330000,"gmtModify":1765193376334,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"投行最新把<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>纳入重点观察名单，维持买入评级。机构认为当前估值被低估，尤其看好即将推出的新一代计算平台，预期将推动人工智能领域增长动能。报告预测企业级产品收入将保持高速增长，同时强调市场对同业竞争压力的担忧存在过度反应。","listText":"投行最新把<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>纳入重点观察名单，维持买入评级。机构认为当前估值被低估，尤其看好即将推出的新一代计算平台，预期将推动人工智能领域增长动能。报告预测企业级产品收入将保持高速增长，同时强调市场对同业竞争压力的担忧存在过度反应。","text":"投行最新把$美国超微公司(AMD)$ 纳入重点观察名单，维持买入评级。机构认为当前估值被低估，尤其看好即将推出的新一代计算平台，预期将推动人工智能领域增长动能。报告预测企业级产品收入将保持高速增长，同时强调市场对同业竞争压力的担忧存在过度反应。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508363108450432","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508347970981992,"gmtCreate":1765137022000,"gmtModify":1765193281616,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这走势妥妥的长期AI扛把子，基本面和技术面都硬气得很，不过市场对AI消息反应大，加上估值消化期，价格震荡少不了。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这走势妥妥的长期AI扛把子，基本面和技术面都硬气得很，不过市场对AI消息反应大，加上估值消化期，价格震荡少不了。","text":"$美国超微公司(AMD)$ 这走势妥妥的长期AI扛把子，基本面和技术面都硬气得很，不过市场对AI消息反应大，加上估值消化期，价格震荡少不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508347970981992","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507433780256920,"gmtCreate":1764898261000,"gmtModify":1765188552952,"author":{"id":"10000000000010585","authorId":"10000000000010585","name":"慕辰2050","avatar":"https://static.tigerbbs.com/7d0989b8c15c28fd0962ae15c13656e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010585","authorIdStr":"10000000000010585"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 多头趋势依然稳固 那些持仓周期仅数日的短线空头无需理会 长期视角下看这将是规模惊人的机会","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 多头趋势依然稳固 那些持仓周期仅数日的短线空头无需理会 长期视角下看这将是规模惊人的机会","text":"$美国超微公司(AMD)$ 多头趋势依然稳固 那些持仓周期仅数日的短线空头无需理会 长期视角下看这将是规模惊人的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507433780256920","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}