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- 火火兔爸火火兔爸
  ·02-06 23:20
  $ARM Holdings(ARM)$ 看看谷歌和亚马逊因为巨额资本支出而收到唾弃，arm真是人工智能时代躺赢的最佳c位。
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- 火火兔爸火火兔爸
  ·02-06 23:18
  $ARM Holdings(ARM)$ arm人工智能时代接下来躺赢的主角，一本万利没啥资本支出，不管谁使用都有稳定现金流进账，接下来会有更多pc on arm的推出
  197 评论
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- 火火兔爸火火兔爸
  ·02-06 23:01
  $英特尔(INTC)$ 代工芯片良率没有提升前，股价五十以上就高了
  55 评论
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- 火火兔爸火火兔爸
  ·02-05 20:14
  $Palantir Technologies Inc.(PLTR)$ 市场在担心美国ai信贷爆雷
  189 评论
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- 火火兔爸火火兔爸
  ·02-05 16:33
  $英特尔(INTC)$ 坚定持有避雷圣地
  133 评论
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- 火火兔爸火火兔爸
  ·02-04 21:29
  $英特尔(INTC)$ 英特尔首席执行官称，在18A制程工艺表现良好后，已有几家客户主动上门洽谈。
  105 评论
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- 火火兔爸火火兔爸
  ·02-04
  $英特尔(INTC)$ 现阶段能做或者即将生产类GPU的企业如雨后春笋般的不断涌现。GPU已经不再具有垄断地位，反而是能打的AI服务器用CPU只有英特尔和AMD，而AMD受制于台积电的产能。那么目前能扩产产能的只有英特尔，所以接下来类似于之前的英伟达，具有垄断地位且最具爆发力的就是英特尔。
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- 火火兔爸火火兔爸
  ·02-03
  $英特尔(INTC)$ 回踩提供了很好的买入机会，长期看涨
  181 评论
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- 火火兔爸火火兔爸
  ·02-03
  $Palantir Technologies Inc.(PLTR)$ 这玩意被算力紧缺限制住了
  603 评论
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- 火火兔爸火火兔爸
  ·02-03
  $英特尔(INTC)$ 这波55跑不掉了
  283 评论
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看看谷歌和亚马逊因为巨额资本支出而收到唾弃，arm真是人工智能时代躺赢的最佳c位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529900661798408","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568881705284127","authorId":"3568881705284127","name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","crmLevel":1,"crmLevelSwitch":0,"idStr":"3568881705284127","authorIdStr":"3568881705284127"},"content":"目标价多少？","text":"目标价多少？","html":"目标价多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529907795674800,"gmtCreate":1770391139557,"gmtModify":1770391141883,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a> arm人工智能时代接下来躺赢的主角，一本万利没啥资本支出，不管谁使用都有稳定现金流进账，接下来会有更多pc on arm的推出","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a> arm人工智能时代接下来躺赢的主角，一本万利没啥资本支出，不管谁使用都有稳定现金流进账，接下来会有更多pc on arm的推出","text":"$ARM Holdings(ARM)$ arm人工智能时代接下来躺赢的主角，一本万利没啥资本支出，不管谁使用都有稳定现金流进账，接下来会有更多pc on arm的推出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529907795674800","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529895889098296,"gmtCreate":1770390077671,"gmtModify":1770390079560,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 代工芯片良率没有提升前，股价五十以上就高了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 代工芯片良率没有提升前，股价五十以上就高了","text":"$英特尔(INTC)$ 代工芯片良率没有提升前，股价五十以上就高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529895889098296","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529501224579144,"gmtCreate":1770293641856,"gmtModify":1770293644051,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 市场在担心美国ai信贷爆雷","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 市场在担心美国ai信贷爆雷","text":"$Palantir Technologies Inc.(PLTR)$ 市场在担心美国ai信贷爆雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529501224579144","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529446636316272,"gmtCreate":1770280399083,"gmtModify":1770280401925,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 坚定持有避雷圣地","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 坚定持有避雷圣地","text":"$英特尔(INTC)$ 坚定持有避雷圣地","images":[{"img":"https://static.tigerbbs.com/a7095f0ea3a88923f4d5289ac94ebafb","width":"1080","height":"1912"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529446636316272","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":529103605175728,"gmtCreate":1770211747853,"gmtModify":1770211749856,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 英特尔首席执行官称，在18A制程工艺表现良好后，已有几家客户主动上门洽谈。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 英特尔首席执行官称，在18A制程工艺表现良好后，已有几家客户主动上门洽谈。","text":"$英特尔(INTC)$ 英特尔首席执行官称，在18A制程工艺表现良好后，已有几家客户主动上门洽谈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529103605175728","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528821456405552,"gmtCreate":1770137973488,"gmtModify":1770137975511,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 现阶段能做或者即将生产类GPU的企业如雨后春笋般的不断涌现。GPU已经不再具有垄断地位，反而是能打的AI服务器用CPU只有英特尔和AMD，而AMD受制于台积电的产能。那么目前能扩产产能的只有英特尔，所以接下来类似于之前的英伟达，具有垄断地位且最具爆发力的就是英特尔。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 现阶段能做或者即将生产类GPU的企业如雨后春笋般的不断涌现。GPU已经不再具有垄断地位，反而是能打的AI服务器用CPU只有英特尔和AMD，而AMD受制于台积电的产能。那么目前能扩产产能的只有英特尔，所以接下来类似于之前的英伟达，具有垄断地位且最具爆发力的就是英特尔。","text":"$英特尔(INTC)$ 现阶段能做或者即将生产类GPU的企业如雨后春笋般的不断涌现。GPU已经不再具有垄断地位，反而是能打的AI服务器用CPU只有英特尔和AMD，而AMD受制于台积电的产能。那么目前能扩产产能的只有英特尔，所以接下来类似于之前的英伟达，具有垄断地位且最具爆发力的就是英特尔。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/528821456405552","isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441536498969964","authorId":"3441536498969964","name":"飞鹰","avatar":"https://static.tigerbbs.com/90cd7be664bb8a6d8e017c9fbc690907","crmLevel":5,"crmLevelSwitch":0,"idStr":"3441536498969964","authorIdStr":"3441536498969964"},"content":"18a可能有起量还是有问题 你这个推理有漏洞","text":"18a可能有起量还是有问题 你这个推理有漏洞","html":"18a可能有起量还是有问题 你这个推理有漏洞"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528794683466352,"gmtCreate":1770131508706,"gmtModify":1770131510542,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 回踩提供了很好的买入机会，长期看涨","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 回踩提供了很好的买入机会，长期看涨","text":"$英特尔(INTC)$ 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