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苍穹之剑888
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苍穹之剑888
苍穹之剑888
·
05-16 19:21
美光的弯道超车策略极具战略眼光，他们跳过HBM3，直接将全部研发资源砸向更先进的HBM3E/HBM4，成功打入英伟达H200、B100及下一代Vera Rubin架构供应链。更关键的是，美光HBM产品的功耗比竞争对手低近30%，在数据中心场景下，功耗直接决定散热成本，是 hyperscaler 选型的核心指标。
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苍穹之剑888
苍穹之剑888
·
05-16 19:21
目前正在风口上，资金热捧。同样看好euv。dram已经连续上涨很多了，euv有空间
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苍穹之剑888
苍穹之剑888
·
05-16 19:21
这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调
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苍穹之剑888
苍穹之剑888
·
05-16 19:20
买在无人问津时，卖在人声鼎沸时。想想今年一月份二月份的黄金和白银，再看看现在的半导体指数，作为普通投资者多一点，谨慎多一点警惕更好
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222
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1
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苍穹之剑888
苍穹之剑888
·
05-16 19:20
最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌
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苍穹之剑888
苍穹之剑888
·
05-11
英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的
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苍穹之剑888
苍穹之剑888
·
05-09
看好卫星通信，毕竟基站还是有覆盖不到的地方，还有芯片架构，英伟达还是值得挑战一下的[开心]
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苍穹之剑888
苍穹之剑888
·
05-09
cpu已经蠢蠢欲动了，看看夜盘的amd，涨这么多，这是憋不住了。看好这几家公司的，至少是“补涨”
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苍穹之剑888
苍穹之剑888
·
05-09
GLW和COHR这种业务多元化的巨头走得稳。不想赌单吊的话，这种光模块+存储两手抓的公司比较安心。
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苍穹之剑888
苍穹之剑888
·
05-09
感觉像集体爆发呢，ai软件看到结果要延迟，不像硬件。现在最好的办法就是预留现金
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这段确实猛 你觉得还没走完？","text":"euv 这段确实猛 你觉得还没走完？","html":"euv 这段确实猛 你觉得还没走完？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564822619587520,"gmtCreate":1778930463862,"gmtModify":1778935177727,"author":{"id":"3553113391523849","authorId":"3553113391523849","name":"苍穹之剑888","avatar":"https://static.tigerbbs.com/1116df09126afc8292cd7625a79d25cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553113391523849","idStr":"3553113391523849"},"themes":[],"title":"","htmlText":"这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调","listText":"这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调","text":"这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564822619587520","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564822433875480,"gmtCreate":1778930449494,"gmtModify":1778930452321,"author":{"id":"3553113391523849","authorId":"3553113391523849","name":"苍穹之剑888","avatar":"https://static.tigerbbs.com/1116df09126afc8292cd7625a79d25cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553113391523849","idStr":"3553113391523849"},"themes":[],"title":"","htmlText":"买在无人问津时，卖在人声鼎沸时。想想今年一月份二月份的黄金和白银，再看看现在的半导体指数，作为普通投资者多一点，谨慎多一点警惕更好","listText":"买在无人问津时，卖在人声鼎沸时。想想今年一月份二月份的黄金和白银，再看看现在的半导体指数，作为普通投资者多一点，谨慎多一点警惕更好","text":"买在无人问津时，卖在人声鼎沸时。想想今年一月份二月份的黄金和白银，再看看现在的半导体指数，作为普通投资者多一点，谨慎多一点警惕更好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564822433875480","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274781436276","authorId":"3479274781436276","name":"BecauseOfYou","avatar":"https://static.laohu8.com/picture117","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274781436276","idStr":"3479274781436276"},"content":"半导体这会儿真有点挤了 你是想等一波杀估值吗","text":"半导体这会儿真有点挤了 你是想等一波杀估值吗","html":"半导体这会儿真有点挤了 你是想等一波杀估值吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564822105137480,"gmtCreate":1778930433816,"gmtModify":1778930436858,"author":{"id":"3553113391523849","authorId":"3553113391523849","name":"苍穹之剑888","avatar":"https://static.tigerbbs.com/1116df09126afc8292cd7625a79d25cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553113391523849","idStr":"3553113391523849"},"themes":[],"title":"","htmlText":"最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌","listText":"最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌","text":"最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564822105137480","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563055665205824,"gmtCreate":1778493415991,"gmtModify":1778493418857,"author":{"id":"3553113391523849","authorId":"3553113391523849","name":"苍穹之剑888","avatar":"https://static.tigerbbs.com/1116df09126afc8292cd7625a79d25cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553113391523849","idStr":"3553113391523849"},"themes":[],"title":"","htmlText":"英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","listText":"英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","text":"英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563055665205824","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000198","authorId":"9000000000000198","name":"JuanJohnson","avatar":"https://static.tigerbbs.com/11f0390f4344fa15e794478b64ee460f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000198","idStr":"9000000000000198"},"content":"我也拿着英伟达 但存储这波真会更猛吗","text":"我也拿着英伟达 但存储这波真会更猛吗","html":"我也拿着英伟达 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get the safer angle, but does diversified really outperform in this cycle?","text":"I get the safer angle, but does diversified really outperform in this cycle?","html":"I get the safer angle, but does diversified really outperform in this 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