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DeepValueMaking

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- DeepValueMakingDeepValueMaking
  ·03-27
  ‌$MINIMAX-WP(00100)$ ‌今天主要是散户砸盘
  51 评论
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- DeepValueMakingDeepValueMaking
  ·03-23
  $MINIMAX-WP(00100)$ 走起
  121 评论
  1
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- DeepValueMakingDeepValueMaking
  ·03-20
  ‌$MINIMAX-WP(00100)$ ‌破1000
  351 评论
  1
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- DeepValueMakingDeepValueMaking
  ·03-19
  ‌$MINIMAX-WP(00100)$ ‌下午就破1000了
  214 评论
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- DeepValueMakingDeepValueMaking
  ·03-18
  $MINIMAX-WP(00100)$ 冲击1200
  255 评论
  1
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- DeepValueMakingDeepValueMaking
  ·03-13
  ‌$MINIMAX-WP(00100)$ ‌现在要等下一个利好消息才能涨起来。
  352 评论
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- DeepValueMakingDeepValueMaking
  ·03-10
  ‌$奈飞(NFLX)$ ‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子
  2,802 1
  3
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- DeepValueMakingDeepValueMaking
  ·03-09
  过几天又要澄清了。
  美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外
  该产品将采用三星电子和SK海力士的HBM4。
  美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外
  478 评论
  1
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- DeepValueMakingDeepValueMaking
  ·03-09
  $智谱(02513)$ 隔壁快涨到1000了
  652 1
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- DeepValueMakingDeepValueMaking
  ·03-06
  $智谱(02513)$ 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。
  399 评论
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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 走起","text":"$MINIMAX-WP(00100)$ 走起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545676963845600","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544692738798656,"gmtCreate":1773990989909,"gmtModify":1773990991987,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌破1000","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌破1000","text":"‌$MINIMAX-WP(00100)$ ‌破1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544692738798656","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544223908111656,"gmtCreate":1773892665994,"gmtModify":1773892668308,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌下午就破1000了","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌下午就破1000了","text":"‌$MINIMAX-WP(00100)$ ‌下午就破1000了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544223908111656","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543892184817888,"gmtCreate":1773811747955,"gmtModify":1773811750018,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 冲击1200","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 冲击1200","text":"$MINIMAX-WP(00100)$ 冲击1200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543892184817888","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542088429821968,"gmtCreate":1773371375650,"gmtModify":1773371377326,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌现在要等下一个利好消息才能涨起来。","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌现在要等下一个利好消息才能涨起来。","text":"‌$MINIMAX-WP(00100)$ ‌现在要等下一个利好消息才能涨起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542088429821968","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541180777955344,"gmtCreate":1773149780956,"gmtModify":1773151730192,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ &nbsp;</a>‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子","listText":"‌<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ &nbsp;</a>‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子","text":"‌$奈飞(NFLX)$ ‌特朗普刚买了奈飞的债劵，股价就跌了，不给面子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/541180777955344","isVote":1,"tweetType":1,"viewCount":2802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540806718845856,"gmtCreate":1773051027535,"gmtModify":1773051030337,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"过几天又要澄清了。","listText":"过几天又要澄清了。","text":"过几天又要澄清了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540806718845856","repostId":"1123083864","repostType":2,"repost":{"id":"1123083864","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1773019362,"share":"https://www.laohu8.com/m/news/1123083864?lang=zh_CN&edition=full","pubTime":"2026-03-09 09:22","market":"us","language":"zh","title":"美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外","url":"https://stock-news.laohu8.com/highlight/detail?id=1123083864","media":"异动解读","summary":"该产品将采用三星电子和SK海力士的HBM4。","content":"<html><head></head><body><p>周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d2d256a69ff29f6f2ba24bbf7f37a\" tg-width=\"1173\" tg-height=\"417\"/></p><p>作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光科技夜盘大跌超6%，被排除在英伟达Vera Rubin供应链之外</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-03-09 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d2d256a69ff29f6f2ba24bbf7f37a\" tg-width=\"1173\" tg-height=\"417\"/></p><p>作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123083864","content_text":"周一， 美光科技 夜盘股价一度跌超6%，截至发稿跌幅超4%。消息面上，据韩国经济日报报道，英伟达计划在今年下半年推出下一代AI加速器Vera Rubin，该产品将采用三星电子和SK海力士提供的第6代高带宽内存HBM4，而全球第三大内存厂商美光被排除在Vera Rubin的HBM4供应链之外。半导体行业人士指出，目前讨论Vera Rubin HBM4供应商时，没有提到美光。作为AI浪潮中的关键组件，HBM供应商进入英伟达顶级产品供应链不仅意味着技术实力得到认可，也意味着稳定的业绩增长。美光此次出局Vera Rubin的HBM4供应，可能引发了市场对其在高端AI内存市场竞争力的担忧，从而导致股价承压下跌。","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540762079629360,"gmtCreate":1773040199442,"gmtModify":1773040494673,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 隔壁快涨到1000了","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 隔壁快涨到1000了","text":"$智谱(02513)$ 隔壁快涨到1000了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/540762079629360","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539703017722256,"gmtCreate":1772781489015,"gmtModify":1772781491377,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$</a> 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","text":"$智谱(02513)$ 国家发展改革委主任：“十五五”末人工智能相关产业规模将增长到10万亿元以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539703017722256","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}