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NickShen
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NickShen
NickShen
·
06-25 08:17
能不能坚持完今年都不好说
黄仁勋股东大会放言：本轮AI基建周期长达数十年
在当地时间6月24日的英伟达（NVDA.O）2026年度股东大会上，股东批准了该公司全部10名董事会成员提名。英伟达CEO黄仁勋在股东大会上还进行了发言，强调“有用的AI时代”已经到来，并释放了对AI基础设施建设将继续的信心。
黄仁勋股东大会放言：本轮AI基建周期长达数十年
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NickShen
NickShen
·
06-20
$纳斯达克(.IXIC)$
😎完美预测
@NickShen：
$纳斯达克(.IXIC)$ 立个flag，周五前以色列依然不撤军黎巴嫩，伊朗最后又延期协议签署，周五没能成功签署，周一继续跌。
$纳斯达克(.IXIC)$ 立个flag，周五前以色列依然不撤军黎巴嫩，伊朗最后又延期协议签署，周五没能成功签署，周一继续跌。
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NickShen
NickShen
·
06-16
$SpaceX(SPCX)$
先不说未来能不能盈利，就算能盈利未来被拆分的可能性也很大，美国政府也有可能栽培另外的竞争者，美国政府当年培养spacex其实就有打破洛马 波音 垄断的考量，如今风水轮流转。maga退潮后两党肯定都不会让火箭发射 卫星通讯这么关键的产业被elon musk这种人把持和垄断。
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NickShen
NickShen
·
06-16
$纳斯达克(.IXIC)$
立个flag，周五前以色列依然不撤军黎巴嫩，伊朗最后又延期协议签署，周五没能成功签署，周一继续跌。
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NickShen
NickShen
·
06-04
$纳斯达克(.IXIC)$
美联储马上要开启加息周期了，上次比特币大跌也是美联储开启加息周期之前。
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NickShen
NickShen
·
06-02
$英特尔(INTC)$
除非能成功转型成tsmc那样的代工厂，intel目前没什么希望了，pc和服务器cpu业务被amd压制，笔记本又被苹果和刚刚发布的rtx spark压制。
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NickShen
NickShen
·
06-01
$高通(QCOM)$
$英伟达(NVDA)$
英伟达刚刚发布的rtx spark是要在笔记本市场上为多年前被高通抢走的手机芯片市场复仇。
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NickShen
NickShen
·
06-01
$NQ100指数主连 2606(NQmain)$
$纳斯达克(.IXIC)$
立个flag，对冲基金和主动基金为了给下周炒作spacex 预留弹药，ipo前的这段时间会陆续抛售科技股，这段时间美股会横盘或者回调。ipo后主动和对冲基金会为了让被动基金和韭菜接盘，会疯狂炒作拉高spacex，大盘其他股票继续被吸血。15个交易日后spacex正式并入指数，被动基金买入，大盘开始反弹。7月初被动基金建仓完成，主动基金，对冲基金等被动基金和韭菜们接完盘，面对spacex那么烂的财报，会开始套现，spacex破发，美股开始ai泡沫后的第一波回调，六个月原始股禁售期过后会来第二波。之后openai和anthropic的ipo 会是同样的剧本。可以参考之前各种热门ipo的结果，几乎都一样。
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NickShen
NickShen
·
05-24
$纳斯达克(.IXIC)$
目前的纳指巨头公司财报水分太大了，很多是来自ai公司的订单承诺，但openai目前依然严重亏损，anthropic勉强盈利，未来怎么可能兑现这几千亿美元的订单，这些厂商给他们的投资未来很多可能也会打水漂。微软刚刚从anthropic撤销订单了，目前ai的能效比依然还是不如人类。ai目前的泡沫再明显不过了。
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NickShen
NickShen
·
05-08
$亚马逊(AMZN)$
aws又宕机了害得我claude都用不了，太垃圾了。
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就AI基础设施建设的可持续性，黄仁勋则表示，算力越多，token越多，收入也就越多。这轮建设将以数十年为单位来衡量，涉及电网、互联网等关键基础设施建设。相信这将成为人类历史上规模最大的基础设施建设。 黄仁勋还透露了英伟达重要产品的进展，称此前Hopper是为预训练打造的，Blackwell让推理拥有机架规模，Vera Rubin则是为智能体打造的。Vera Rubin已全面投产。每个主要的模型开发商、公有云、AI云和超大规模云厂商都准备基于Vera Rubin进行建设。Vera CPU则预计成为公司历史上最重要的产品之一，这个产品已经开始有订单。 对于未来AI的发展，黄仁勋强调，物理AI是英伟达的下一个增长机会。物理AI就是现实世界中的智能体AI，机器人、汽车和工厂将能在动态环境中感知、推理、规划、运行。驱动物理AI也需要新一轮基础设施投资。 就股东回报计划，黄仁勋回应称，英伟达近期宣布大幅提高股息并扩大股票回购计划。在最近一次财报电话会上宣布授权800亿美元股票回购。英伟达还计划在今年、明年以及未来，将50%或更多的自由现金流返还给股东。 当地时间6月24日，英伟达跌0.56%，盘后涨0.82%。（文章来源：第一财经）","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVDB":0.6,"NVDL":0.6,"NVDQ":0.6,"DIPS":0.6,"NVDU":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVYY":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVDA":1.98,"ANV":0.6,"NVDO":0.6,"NVII":0.6,"NVDD":0.6,"NVDY":0.6,"NVDW":0.6,"NVD":0.6,"SNVD.UK":0.6,"07788":0.6,"07388":0.6,"NVIW.SI":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577299149837552,"gmtCreate":1781965730068,"gmtModify":1781968429683,"author":{"id":"3499885061189529","authorId":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499885061189529","authorIdStr":"3499885061189529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 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先不说未来能不能盈利，就算能盈利未来被拆分的可能性也很大，美国政府也有可能栽培另外的竞争者，美国政府当年培养spacex其实就有打破洛马 波音 垄断的考量，如今风水轮流转。maga退潮后两党肯定都不会让火箭发射 卫星通讯这么关键的产业被elon musk这种人把持和垄断。","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 先不说未来能不能盈利，就算能盈利未来被拆分的可能性也很大，美国政府也有可能栽培另外的竞争者，美国政府当年培养spacex其实就有打破洛马 波音 垄断的考量，如今风水轮流转。maga退潮后两党肯定都不会让火箭发射 卫星通讯这么关键的产业被elon musk这种人把持和垄断。","text":"$SpaceX(SPCX)$ 先不说未来能不能盈利，就算能盈利未来被拆分的可能性也很大，美国政府也有可能栽培另外的竞争者，美国政府当年培养spacex其实就有打破洛马 波音 垄断的考量，如今风水轮流转。maga退潮后两党肯定都不会让火箭发射 卫星通讯这么关键的产业被elon musk这种人把持和垄断。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/575785394018608","isVote":1,"tweetType":1,"viewCount":11255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556770435215425","authorId":"3556770435215425","name":"Thirty","avatar":"https://static.tigerbbs.com/c1d2fe000e7c09421e7e6e527a7a9e43","crmLevel":2,"crmLevelSwitch":1,"idStr":"3556770435215425","authorIdStr":"3556770435215425"},"content":"你当老美是傻的吗？培养space x为打破垄断，培养之前扶植条件早就谈好了","text":"你当老美是傻的吗？培养space x为打破垄断，培养之前扶植条件早就谈好了","html":"你当老美是傻的吗？培养space x为打破垄断，培养之前扶植条件早就谈好了"},{"author":{"id":"3496374645425572","authorId":"3496374645425572","name":"乐善乐成","avatar":"https://static.tigerbbs.com/944009251258f7f3eecf87c4bcbf65ac","crmLevel":6,"crmLevelSwitch":1,"idStr":"3496374645425572","authorIdStr":"3496374645425572"},"content":"好不容易培养起来的科技信仰，他们怎会自己打倒呢？","text":"好不容易培养起来的科技信仰，他们怎会自己打倒呢？","html":"好不容易培养起来的科技信仰，他们怎会自己打倒呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575754019510776,"gmtCreate":1781578900526,"gmtModify":1781580403021,"author":{"id":"3499885061189529","authorId":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499885061189529","authorIdStr":"3499885061189529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 立个flag，周五前以色列依然不撤军黎巴嫩，伊朗最后又延期协议签署，周五没能成功签署，周一继续跌。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 立个flag，周五前以色列依然不撤军黎巴嫩，伊朗最后又延期协议签署，周五没能成功签署，周一继续跌。","text":"$纳斯达克(.IXIC)$ 立个flag，周五前以色列依然不撤军黎巴嫩，伊朗最后又延期协议签署，周五没能成功签署，周一继续跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/575754019510776","isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499885061189529","authorId":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","crmLevel":1,"crmLevelSwitch":0,"idStr":"3499885061189529","authorIdStr":"3499885061189529"},"content":"$纳斯达克(.IXIC)$ 😎完美预测","text":"$纳斯达克(.IXIC)$ 😎完美预测","html":"$纳斯达克(.IXIC)$ 😎完美预测"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571503288628360,"gmtCreate":1780551355122,"gmtModify":1780553183760,"author":{"id":"3499885061189529","authorId":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499885061189529","authorIdStr":"3499885061189529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 美联储马上要开启加息周期了，上次比特币大跌也是美联储开启加息周期之前。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 美联储马上要开启加息周期了，上次比特币大跌也是美联储开启加息周期之前。","text":"$纳斯达克(.IXIC)$ 美联储马上要开启加息周期了，上次比特币大跌也是美联储开启加息周期之前。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571503288628360","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570896155484472,"gmtCreate":1780378888070,"gmtModify":1780380972492,"author":{"id":"3499885061189529","authorId":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499885061189529","authorIdStr":"3499885061189529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 除非能成功转型成tsmc那样的代工厂，intel目前没什么希望了，pc和服务器cpu业务被amd压制，笔记本又被苹果和刚刚发布的rtx spark压制。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 除非能成功转型成tsmc那样的代工厂，intel目前没什么希望了，pc和服务器cpu业务被amd压制，笔记本又被苹果和刚刚发布的rtx spark压制。","text":"$英特尔(INTC)$ 除非能成功转型成tsmc那样的代工厂，intel目前没什么希望了，pc和服务器cpu业务被amd压制，笔记本又被苹果和刚刚发布的rtx spark压制。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/570896155484472","isVote":1,"tweetType":1,"viewCount":4197,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206066770373982","authorId":"4206066770373982","name":"PretendQ","avatar":"https://static.tigerbbs.com/9fb9e8a5502c7845f578a0fd45e78503","crmLevel":8,"crmLevelSwitch":0,"idStr":"4206066770373982","authorIdStr":"4206066770373982"},"content":"做空就完事了呗，能挣钱不就得了","text":"做空就完事了呗，能挣钱不就得了","html":"做空就完事了呗，能挣钱不就得了"},{"author":{"id":"3479649124964652","authorId":"3479649124964652","name":"草原星河","avatar":"https://static.tigerbbs.com/03f75b965f46010475ce68292424bca6","crmLevel":9,"crmLevelSwitch":0,"idStr":"3479649124964652","authorIdStr":"3479649124964652"},"content":"代工更不可能了，美国制造成本太高了","text":"代工更不可能了，美国制造成本太高了","html":"代工更不可能了，美国制造成本太高了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570551932920200,"gmtCreate":1780299110878,"gmtModify":1780299512459,"author":{"id":"3499885061189529","authorId":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499885061189529","authorIdStr":"3499885061189529"},"themes":[],"title":"","htmlText":"<a 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spark是要在笔记本市场上为多年前被高通抢走的手机芯片市场复仇。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570551932920200","isVote":1,"tweetType":1,"viewCount":5552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570503275881984,"gmtCreate":1780287313351,"gmtModify":1780291787703,"author":{"id":"3499885061189529","authorId":"3499885061189529","name":"NickShen","avatar":"https://static.tigerbbs.com/c149d41125f32be9a2c3e52aaad7db12","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499885061189529","authorIdStr":"3499885061189529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 立个flag，对冲基金和主动基金为了给下周炒作spacex 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