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superLee
superLee
·
10-10
Google经过前两年的人士调整和架构调整，在基础大模型上迅猛发展，现在已经和openai,Athropic 等AI新势力站在了同一起跑线上。从技术和人才储备的角度上看，其可以说是世界上AI人才，技术储备最深厚的公司；从财务上看其现金流省份充足，不像OpenAI需要微软这类大公司提供资金；从管理上说，新的领导人哈撒比斯领导的deepmind 是世界上最早认识到AI的重要性的，他对AI的理解绝对是深刻的。现在Google唯一要解决的问题是如何将他们的Gemini应用到各行各业，或者说做出一件超级牛的应用来，一旦这个目标达成，Google 将再次成为科技的领军公司，我看好Google，看好哈撒比斯！
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superLee
superLee
·
2024-12-16
从基本面看，英伟达上150没有任何问题。但还要更多的考虑政治因素。如果英伟达完全倒向美国它股价上200都没问题，但如果它左右摇摆很可能受到美国政府打压。老黄可能一边倒的投入美国怀抱吗？我觉得除非他迫不得已，否则他不会完全投入到美国怀抱。因此，我记得从价值投资的角度，英伟达还是会继续上涨，但从政治的角度上考虑，它会震荡小幅下跌，尤其特朗普上台后，英伟达会有一段更加艰难的岁月
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superLee
superLee
·
2024-12-12
$英伟达(NVDA)$
看好英伟达，半年内无任何竞争对手
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superLee
superLee
·
2024-11-06
现在明显可以看到双方的焦灼状态，这从股票的大起大落就可以看出来。双方谁能获胜，关键看摇摆州宾西法尼亚的19张票。目前看，川普获胜的可能性稍稍大那么一丁点，但会不会像上次一样被翻盘犹未可知，这也是股票大起大落的原因。但我相信美国国内的老百姓更希望川普上，而华尔街更希望哈哈姐上。对于中国其实谁上都一样，都不会对中国有啥好处。但从这次大选可以看出，美国衰落的迹象越来越明显，无论谁上都无法遏制中国的崛起，虽然美国在科技方面遥遥领先中国，但无法对中国形成真正的围堵，而且越围堵中国越强大。按照玄学推演，2035年中国将超美国... ...，现在看来可能性极大，大家一定要记住2035年这个时间点，让我们验证这个预言是否能成真！
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superLee
superLee
·
2024-11-05
$特斯拉(TSLA)$
看跌，最后一天了，还跌了这么多，特朗普估计没戏了！
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superLee
superLee
·
2024-11-04
感觉川普赢的概率大，美国老百姓应该希望一个与现在不一样的政府，明天看结果吧
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superLee
superLee
·
2024-11-02
川普赢，川普赢符合各方利益。既符合美国老百姓利益，又符合俄乌利益、中东利益。对中国来说谁上台都一样，贸易战不可避免，但对付川普一个人总比对付老美加欧洲要好得多。
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看好英伟达，半年内无任何竞争对手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380879667753208","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367946440458408,"gmtCreate":1730848510901,"gmtModify":1730863442700,"author":{"id":"3537848052191111","authorId":"3537848052191111","name":"superLee","avatar":"https://static.tigerbbs.com/e1bd90a7db547c0d3f0356c1a78e20ca","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537848052191111","authorIdStr":"3537848052191111"},"themes":[],"htmlText":"现在明显可以看到双方的焦灼状态，这从股票的大起大落就可以看出来。双方谁能获胜，关键看摇摆州宾西法尼亚的19张票。目前看，川普获胜的可能性稍稍大那么一丁点，但会不会像上次一样被翻盘犹未可知，这也是股票大起大落的原因。但我相信美国国内的老百姓更希望川普上，而华尔街更希望哈哈姐上。对于中国其实谁上都一样，都不会对中国有啥好处。但从这次大选可以看出，美国衰落的迹象越来越明显，无论谁上都无法遏制中国的崛起，虽然美国在科技方面遥遥领先中国，但无法对中国形成真正的围堵，而且越围堵中国越强大。按照玄学推演，2035年中国将超美国... 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...，现在看来可能性极大，大家一定要记住2035年这个时间点，让我们验证这个预言是否能成真！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367946440458408","isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367603802746880,"gmtCreate":1730759607761,"gmtModify":1730763224073,"author":{"id":"3537848052191111","authorId":"3537848052191111","name":"superLee","avatar":"https://static.tigerbbs.com/e1bd90a7db547c0d3f0356c1a78e20ca","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537848052191111","authorIdStr":"3537848052191111"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看跌，最后一天了，还跌了这么多，特朗普估计没戏了！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看跌，最后一天了，还跌了这么多，特朗普估计没戏了！","text":"$特斯拉(TSLA)$ 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