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主神级交易员鄧文
先赚88888888万亿美金再说！
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主神级交易员鄧文
主神级交易员鄧文
·
12-18
$标普500波动率指数(VIX)$
还在说看今晚金融市场怎么定义特朗普团队的失败呢，这盘前就开始匝低VIX了，今晚不是有CPI吗，
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主神级交易员鄧文
主神级交易员鄧文
·
12-18
$特斯拉(TSLA)$
世界帝国的悲歌， 参考上一篇帖子，
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主神级交易员鄧文
主神级交易员鄧文
·
12-18
$特斯拉(TSLA)$
当年的西班牙大英帝国，可是金本位，一轮发展差不多80-100年、然后推倒重来一次就是差不多200年， 现在的美帝，从19年开始，由马斯克的理念和幻想在主导科技生产力的叙事，如果这种叙事能推动科技进入量子时代，那稳定币讲迎来大爆发，也意味着美国找到了一条新的帝国路径，不是金本位不是债务本位，而是稳定币本位，
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主神级交易员鄧文
主神级交易员鄧文
·
12-18
$特斯拉(TSLA)$
三大帝国时代、同一路径、是否同一结局， 看目前特朗普的外部、内部困境，在二战后的由债权国滑落至债务国、重导西班牙帝国大英帝国的路径上，其改革不能说失败吧，起码没什么成效，也没看到解决三大帝国时代的良药出现的曙光，没找到要么就是像大英帝国一样重复一次，起码支撑个200年，只有债务本位这一招了，
$英伟达(NVDA)$
$纳斯达克(.IXIC)$
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主神级交易员鄧文
主神级交易员鄧文
·
12-10
$英伟达(NVDA)$
皮衣黄走了一步臭棋，对于H200；这片土地他还是不够了解，连国内资本都知道玩极饿营销和爱国大旗，什么H200、H20什么的，直接阉割版的都不卖、要狠狠的抽他们、而不是把H200卖给他们，
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主神级交易员鄧文
主神级交易员鄧文
·
12-09
$10年美债主连 2603(ZNmain)$
10Y收益率我也是服了，从23年底到现在，揍得都是超跌反单后、一直在整盘的走势，
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主神级交易员鄧文
主神级交易员鄧文
·
12-05
$摩尔线程(688795)$
以前是自己搞芯片，成本太大，建一个晶圆成都得上千亿块，第二代的模式是模仿刻制，你玩7nm我们模仿跟着玩28nm，现在是第三代模式：研发+头部国外大厂海龟做老板，轻资产模式的巅峰了，不可能走今天高点就是最高点的模式，毕竟这种第三代的模式，很像宁得时代的模式，也就是说摩王来也，翻10倍到2万亿人民币，今天市值才2千多亿，
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主神级交易员鄧文
主神级交易员鄧文
·
12-04
5G技术？真的？5G基站有600多万个，全国3000个县、县级市、区，平均一个县2000多个5G基站，全国600多万村庄，平均一村一个，
非常抱歉，此主贴已删除
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主神级交易员鄧文
主神级交易员鄧文
·
12-03
$Circle Internet Corp.(CRCL)$
这反单这么弱？，兄弟们，爽死它，
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主神级交易员鄧文
主神级交易员鄧文
·
12-03
恭喜英伟达，现在碰到了第二次大挑战，上次挑战是：哪家公司来着，说自己的芯片比英伟达的更专业，后面英伟达可是挑战赢了， 英伟达是专业做GPU的，谷歌虽然不搞GPU但搞这个，你一搞软件的，软件都还没搞清楚就又来搞硬件，好比你把事办好还不得罪人，这种规律没人能破、包括谷歌；除非出来一家专门一心搞硬件的、然后学乔布斯、模仿苹果时刻，
非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 三大帝国时代、同一路径、是否同一结局， 看目前特朗普的外部、内部困境，在二战后的由债权国滑落至债务国、重导西班牙帝国大英帝国的路径上，其改革不能说失败吧，起码没什么成效，也没看到解决三大帝国时代的良药出现的曙光，没找到要么就是像大英帝国一样重复一次，起码支撑个200年，只有债务本位这一招了，<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","text":"$特斯拉(TSLA)$ 三大帝国时代、同一路径、是否同一结局， 看目前特朗普的外部、内部困境，在二战后的由债权国滑落至债务国、重导西班牙帝国大英帝国的路径上，其改革不能说失败吧，起码没什么成效，也没看到解决三大帝国时代的良药出现的曙光，没找到要么就是像大英帝国一样重复一次，起码支撑个200年，只有债务本位这一招了，$英伟达(NVDA)$ 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