社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
追梦999
IP属地：河北
+关注
帖子 · 324
帖子 · 324
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
追梦999
追梦999
·
05-16 19:57
买EUV的散户得留个心眼，DRAM长牛背后是垄断和提价周期。光模块竞争激烈多了，EUV短期波动会很剧烈，建议多看少动。
看
2,897
回复
1
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-16 19:56
比起数据，更信情绪。特朗普来华签大单利好券商，布局券商板块赌成交量。
看
129
回复
2
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-16 19:56
宁可错过也不做错。既然帖子明确提示了溢价和单一收入风险，说明估值比较高。还是等正式开盘看清楚资金态度再行动，别急。
看
230
回复
2
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-16 19:55
跟着老特走，尤其要入手最后扒车的英伟达
看
52
回复
评论
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-11
英伟达和美光公司像比较个人，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
看
334
回复
1
点赞
点赞
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-09
谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的
看
596
回复
评论
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-09
昨晚看到英伟达和康宁的合作，这是要把计算机全产业链都要点燃一遍，都要炒作一遍。 之前目前看，风口来了，都有机会。
看
478
回复
评论
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-09
光模块这波业绩兑现太猛了，AAOI营收上调引发空头回补，完全是戴维斯双击，感觉还没到顶，继续看多
看
820
回复
1
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-09
Ai 也是软件，软件不会死的，而且会在AI的加持下变得更人性化，更好用。比如不会编程的人只要能说出自己的想法就可以编写软件，所以软件确实低估了[贱笑]
看
469
回复
评论
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
05-09
别被“不拿薪水”的口号骗了。钱从哪来？110亿收购480亿，不靠股权强力稀释根本不可能，小心被割。
看
484
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3577074015643197","uuid":"3577074015643197","gmtCreate":1684553645891,"gmtModify":1684557685496,"name":"追梦999","pinyin":"zm999zhuimeng999","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":16,"headSize":12,"tweetSize":324,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"河北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":564831203186456,"gmtCreate":1778932633712,"gmtModify":1778932636255,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"买EUV的散户得留个心眼，DRAM长牛背后是垄断和提价周期。光模块竞争激烈多了，EUV短期波动会很剧烈，建议多看少动。","listText":"买EUV的散户得留个心眼，DRAM长牛背后是垄断和提价周期。光模块竞争激烈多了，EUV短期波动会很剧烈，建议多看少动。","text":"买EUV的散户得留个心眼，DRAM长牛背后是垄断和提价周期。光模块竞争激烈多了，EUV短期波动会很剧烈，建议多看少动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564831203186456","isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274785278836","authorId":"3479274785278836","name":"Shenpwe","avatar":"https://static.laohu8.com/picture125","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274785278836","idStr":"3479274785278836"},"content":"这波确实别上头，EUV这弹性真不是一般人扛得住的。DRAM看着香，周期一变脸就是另一个故事。","text":"这波确实别上头，EUV这弹性真不是一般人扛得住的。DRAM看着香，周期一变脸就是另一个故事。","html":"这波确实别上头，EUV这弹性真不是一般人扛得住的。DRAM看着香，周期一变脸就是另一个故事。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564831445996352,"gmtCreate":1778932616333,"gmtModify":1778935177597,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"比起数据，更信情绪。特朗普来华签大单利好券商，布局券商板块赌成交量。","listText":"比起数据，更信情绪。特朗普来华签大单利好券商，布局券商板块赌成交量。","text":"比起数据，更信情绪。特朗普来华签大单利好券商，布局券商板块赌成交量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/564831445996352","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000616","authorId":"9000000000000616","name":"Tracccy","avatar":"https://static.tigerbbs.com/a5d0e902cb085f1904526603f812d93c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000616","idStr":"9000000000000616"},"content":"情绪盘我懂 但券商真吃得到这波吗","text":"情绪盘我懂 但券商真吃得到这波吗","html":"情绪盘我懂 但券商真吃得到这波吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564830963300568,"gmtCreate":1778932579200,"gmtModify":1778932582129,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"宁可错过也不做错。既然帖子明确提示了溢价和单一收入风险，说明估值比较高。还是等正式开盘看清楚资金态度再行动，别急。","listText":"宁可错过也不做错。既然帖子明确提示了溢价和单一收入风险，说明估值比较高。还是等正式开盘看清楚资金态度再行动，别急。","text":"宁可错过也不做错。既然帖子明确提示了溢价和单一收入风险，说明估值比较高。还是等正式开盘看清楚资金态度再行动，别急。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/564830963300568","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274773297477","authorId":"3479274773297477","name":"buythedip","avatar":"https://static.tigerbbs.com/2bbf4b48b11afac46fb96440a61114d4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274773297477","idStr":"3479274773297477"},"content":"这行情先别抢跑 你说的资金态度我也想蹲下","text":"这行情先别抢跑 你说的资金态度我也想蹲下","html":"这行情先别抢跑 你说的资金态度我也想蹲下"},{"author":{"id":"9000000000000495","authorId":"9000000000000495","name":"MalcolmEmily","avatar":"https://static.tigerbbs.com/8bd9f1a43fbb486110a72c06a32d65a8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000495","idStr":"9000000000000495"},"content":"先看资金再说，这种高溢价最容易冲高回落。","text":"先看资金再说，这种高溢价最容易冲高回落。","html":"先看资金再说，这种高溢价最容易冲高回落。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564831119671944,"gmtCreate":1778932531920,"gmtModify":1778932534754,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"跟着老特走，尤其要入手最后扒车的英伟达","listText":"跟着老特走，尤其要入手最后扒车的英伟达","text":"跟着老特走，尤其要入手最后扒车的英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564831119671944","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563055674675936,"gmtCreate":1778493318744,"gmtModify":1778493321952,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"英伟达和美光公司像比较个人，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":"英伟达和美光公司像比较个人，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":"英伟达和美光公司像比较个人，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/563055674675936","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274804085724","authorId":"3479274804085724","name":"ladyman","avatar":"https://static.laohu8.com/picture161","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274804085724","idStr":"3479274804085724"},"content":"我也拿着英伟达 你这逻辑更像等补涨？","text":"我也拿着英伟达 你这逻辑更像等补涨？","html":"我也拿着英伟达 你这逻辑更像等补涨？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562158216835960,"gmtCreate":1778277357339,"gmtModify":1778277359884,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","listText":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","text":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562158216835960","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562158148396096,"gmtCreate":1778277343270,"gmtModify":1778277345974,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"昨晚看到英伟达和康宁的合作，这是要把计算机全产业链都要点燃一遍，都要炒作一遍。 之前目前看，风口来了，都有机会。","listText":"昨晚看到英伟达和康宁的合作，这是要把计算机全产业链都要点燃一遍，都要炒作一遍。 之前目前看，风口来了，都有机会。","text":"昨晚看到英伟达和康宁的合作，这是要把计算机全产业链都要点燃一遍，都要炒作一遍。 之前目前看，风口来了，都有机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562158148396096","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562158075294904,"gmtCreate":1778277326614,"gmtModify":1778277329524,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"光模块这波业绩兑现太猛了，AAOI营收上调引发空头回补，完全是戴维斯双击，感觉还没到顶，继续看多","listText":"光模块这波业绩兑现太猛了，AAOI营收上调引发空头回补，完全是戴维斯双击，感觉还没到顶，继续看多","text":"光模块这波业绩兑现太猛了，AAOI营收上调引发空头回补，完全是戴维斯双击，感觉还没到顶，继续看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562158075294904","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000723","authorId":"9000000000000723","name":"AlanBright","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000723","idStr":"9000000000000723"},"content":"这波800G还在抢吧 谁在补空","text":"这波800G还在抢吧 谁在补空","html":"这波800G还在抢吧 谁在补空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562157673673112,"gmtCreate":1778277311742,"gmtModify":1778277314332,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"Ai 也是软件，软件不会死的，而且会在AI的加持下变得更人性化，更好用。比如不会编程的人只要能说出自己的想法就可以编写软件，所以软件确实低估了[贱笑]","listText":"Ai 也是软件，软件不会死的，而且会在AI的加持下变得更人性化，更好用。比如不会编程的人只要能说出自己的想法就可以编写软件，所以软件确实低估了[贱笑]","text":"Ai 也是软件，软件不会死的，而且会在AI的加持下变得更人性化，更好用。比如不会编程的人只要能说出自己的想法就可以编写软件，所以软件确实低估了[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562157673673112","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562157565995032,"gmtCreate":1778277278874,"gmtModify":1778277281607,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577074015643197","idStr":"3577074015643197"},"themes":[],"title":"","htmlText":"别被“不拿薪水”的口号骗了。钱从哪来？110亿收购480亿，不靠股权强力稀释根本不可能，小心被割。","listText":"别被“不拿薪水”的口号骗了。钱从哪来？110亿收购480亿，不靠股权强力稀释根本不可能，小心被割。","text":"别被“不拿薪水”的口号骗了。钱从哪来？110亿收购480亿，不靠股权强力稀释根本不可能，小心被割。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562157565995032","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}