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- 美股总舵主美股总舵主
  ·02-23
  $黄金主连 2604(GCmain)$
  1,524 评论
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- 美股总舵主美股总舵主
  ·02-02
  $白银主连 2603(SImain)$ 今天能不能干到90
  4,021 3
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- 美股总舵主美股总舵主
  ·2025-12-18
  $拼多多(PDD)$ 105的多多，一点都不慌
  2,522 评论
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- 美股总舵主美股总舵主
  ·2025-02-21
  $阿里巴巴(BABA)$ 明天必跌回调，利好出尽，等一下波资金进来
  3,830 1
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- 美股总舵主美股总舵主
  ·2025-01-28
  $英伟达(NVDA)$ deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司
  8,444 2
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- 美股总舵主美股总舵主
  ·2025-01-28
  Replying to @太阳下的真汉子:当思普尼特克升空的时候，你依然还是天空底下的真汉子//@太阳下的真汉子:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了
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**上海还有夜盘"},{"author":{"id":"3445830815034134","authorId":"3445830815034134","name":"虎虎风","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3445830815034134","idStr":"3445830815034134"},"content":"金毛120亿美元抢矿，必须干上90","text":"金毛120亿美元抢矿，必须干上90","html":"金毛120亿美元抢矿，必须干上90"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511837056549800,"gmtCreate":1765987258683,"gmtModify":1765988983881,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504685758377507","idStr":"3504685758377507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 105的多多，一点都不慌","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 105的多多，一点都不慌","text":"$拼多多(PDD)$ 105的多多，一点都不慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511837056549800","isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405734461243664,"gmtCreate":1740083174075,"gmtModify":1740087258080,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504685758377507","idStr":"3504685758377507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 明天必跌回调，利好出尽，等一下波资金进来","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 明天必跌回调，利好出尽，等一下波资金进来","text":"$阿里巴巴(BABA)$ 明天必跌回调，利好出尽，等一下波资金进来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/405734461243664","isVote":1,"tweetType":1,"viewCount":3830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397212939043200,"gmtCreate":1737998252540,"gmtModify":1738000939056,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504685758377507","idStr":"3504685758377507"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 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deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/397212939043200","isVote":1,"tweetType":1,"viewCount":8444,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3523849115230315","idStr":"3523849115230315"},"content":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","text":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","html":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397133492904496,"gmtCreate":1737997688107,"gmtModify":1737997703248,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504685758377507","idStr":"3504685758377507"},"themes":[],"title":"","htmlText":"Replying 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