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AsyncMan
IP属地：北京
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AsyncMan
AsyncMan
·
08-01
$英伟达(NVDA)$
短期 H20 已经没戏了，因为要准备材料证明自己没问题，涉及到开放代码，技术文档给第三方审查，短时间搞不定。再等个一段时间 H20 已经没有竞争力了
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AsyncMan
AsyncMan
·
08-01
$英伟达(NVDA)$
今天晚上亚马逊出财报，如果财报讲资金都投入自有芯片里面，而不是采购 NVDA，那么英伟达股价就危险了
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AsyncMan
AsyncMan
·
08-01
这么快回应，是为了要稳住股价吗？
英伟达深夜回应芯片“后门”问题
【英伟达深夜回应芯片“后门”问题】金色财经报道，7月31日深夜，针对英伟达算力芯片被曝出存在严重安全问题，英伟达回应：“网络安全对我们至关重要。英伟达的芯片不存在‘后门’，并不会让任何人有远程访问或控
英伟达深夜回应芯片“后门”问题
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AsyncMan
AsyncMan
·
07-30
$英伟达(NVDA)$
这种博傻式上涨，对价值投资者太不友好了
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AsyncMan
AsyncMan
·
07-29
$Palantir Technologies Inc.(PLTR)$
$Palantir Technologies Inc.(PLTR)$
崩盘只在一瞬间
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AsyncMan
AsyncMan
·
07-25
$Palantir Technologies Inc.(PLTR)$
什么逻辑让这个股票一直在上涨，想吹泡泡到 1000PE 吗
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AsyncMan
AsyncMan
·
07-21
先 mark，等过段时间 PLTR 暴跌，我看这个养老金打算怎么搞
美国养老基金 OPERS 二季度增持 Palantir 和 Strategy
（来源：吴说）据《巴伦周刊》报道，美国最大公共养老金之一 OPERS（俄亥俄州公共员工退休系统）在 2025 年第二季度提交的 13F 文件显示，其增持了 Palantir 171,441 股、Strategy 21,499 股，减持 Lyft 58,881 股。截至 6 月 30 日，其共持有 Palantir 908,712 股、Strategy 101,880 股、Lyft 166,628 股。 海量资讯、精准解读，尽在新浪财经APP
美国养老基金 OPERS 二季度增持 Palantir 和 Strategy
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AsyncMan
AsyncMan
·
07-19
$CoreWeave, Inc.(CRWV)$
很早的时候提醒大家这个股票是博傻，风险很高，提醒落袋为安。现在看果然应验了，当时就是卖出的好机会
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AsyncMan
AsyncMan
·
07-19
$Palantir Technologies Inc.(PLTR)$
每一天都是开盘在跌，然后被一股神秘力量拉起来。行为模式很像之前的跟谁学，瑞幸，SMCI
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AsyncMan
AsyncMan
·
07-18
$CoreWeave, Inc.(CRWV)$
为什么流通股突然从几十亿变成两百多亿？这个股票就靠流通股少撑着价格，流通股一多就崩盘了
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVDS.UK":"LS -1X NVIDIA","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","NVDL":"GraniteShares 2x Long NVDA Daily ETF","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc 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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>崩盘只在一瞬间","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>崩盘只在一瞬间","text":"$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ 崩盘只在一瞬间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461633945055632","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460560096395904,"gmtCreate":1753450391679,"gmtModify":1753450392820,"author":{"id":"3501506464598626","authorId":"3501506464598626","name":"AsyncMan","avatar":"https://static.tigerbbs.com/433f1f4149b891d553398e44d4243c4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501506464598626","authorIdStr":"3501506464598626"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>什么逻辑让这个股票一直在上涨，想吹泡泡到 1000PE 吗","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>什么逻辑让这个股票一直在上涨，想吹泡泡到 1000PE 吗","text":"$Palantir Technologies Inc.(PLTR)$ 什么逻辑让这个股票一直在上涨，想吹泡泡到 1000PE 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什么都没有，现在已经值小半个特斯拉了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459035454890240,"gmtCreate":1753106227929,"gmtModify":1753106229830,"author":{"id":"3501506464598626","authorId":"3501506464598626","name":"AsyncMan","avatar":"https://static.tigerbbs.com/433f1f4149b891d553398e44d4243c4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501506464598626","authorIdStr":"3501506464598626"},"themes":[],"htmlText":"先 mark，等过段时间 PLTR 暴跌，我看这个养老金打算怎么搞","listText":"先 mark，等过段时间 PLTR 暴跌，我看这个养老金打算怎么搞","text":"先 mark，等过段时间 PLTR 暴跌，我看这个养老金打算怎么搞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459035454890240","repostId":"2552446479","repostType":2,"repost":{"id":"2552446479","kind":"news","pubTimestamp":1753021140,"share":"https://www.laohu8.com/m/news/2552446479?lang=&edition=full","pubTime":"2025-07-20 22:19","market":"sh","language":"zh","title":"美国养老基金 OPERS 二季度增持 Palantir 和 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href=https://finance.sina.com.cn/blockchain/roll/2025-07-20/doc-infhcsyn3820380.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（来源：吴说）据《巴伦周刊》报道，美国最大公共养老金之一 OPERS（俄亥俄州公共员工退休系统）在 2025 年第二季度提交的 13F 文件显示，其增持了 Palantir 171,441 股、Strategy 21,499 股，减持 Lyft 58,881 股。截至 6 月 30 日，其共持有 Palantir 908,712 股、Strategy 101,880 股、Lyft 166,628 ...</p>\n\n<a href=\"https://finance.sina.com.cn/blockchain/roll/2025-07-20/doc-infhcsyn3820380.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","STRK":"MICROSTRATEGY 8.00% SERIES A PERPETUAL STRIKE PFD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","BK4516":"特朗普概念","BK4613":"AI应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A 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