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Setsunaz
IP属地:北京
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Setsunaz
Setsunaz
·
04-09
$英伟达(NVDA)$
好公司,危机之中其实比竞争对手更有优势,英伟达只是降低一点利润,别家可能就要亏本。川普正是好公司的试金石,要说谁更能撑到最后,那肯定是手握大把现金,护城河足够宽的公司。
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2
编组 21备份 2
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Setsunaz
Setsunaz
·
03-12
有没有东升西落,看业绩说话,美股上市公司增速有没有普遍放缓或者负增长?港股上市公司盈利有没有加速增长?等财报都发布完了就知道了,到底谁在升谁在落。 目前特斯拉肯定是落了,但是不是普遍现象?
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659
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Setsunaz
Setsunaz
·
03-02
16:15-18:30,1手,大于500万,9850元,2018,可以,B,B,D,A。
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710
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Setsunaz
Setsunaz
·
02-27
$蜜雪集团(02097)$
短信来了,中一手
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703
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1
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Setsunaz
Setsunaz
·
02-27
猜测暗盘收盘288
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Setsunaz
Setsunaz
·
02-26
249
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Setsunaz
Setsunaz
·
02-14
两家的模型都用过,阿里的千问回答更强一些,不过百度的基于搜索的回答技术上积累更多,目前工作中用千问更多,如果deepseek访问不了的话。对于苹果来说,同时合作两家是妙策,竞争会带来更好的质量,更快的体验提升。
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655
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Setsunaz
Setsunaz
·
2024-05-16
股价是市场博弈出来的,不是预测出来的,如果基本面已经这么差了,为啥不price in?
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