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追梦999
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追梦999
追梦999
·
05-16
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。
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追梦999
追梦999
·
05-16
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。
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137
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追梦999
追梦999
·
05-16
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。
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231
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2
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1
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追梦999
追梦999
·
05-16
跟着老特走，尤其要入手最后扒车的英伟达
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59
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1
编组 21备份 2
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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
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360
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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
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597
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1
编组 21备份 2
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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。
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491
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1
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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
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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]
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531
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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。
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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,"idStr":"3577074015643197","authorIdStr":"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":231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274773297477","authorId":"3479274773297477","name":"buythedip","avatar":"https://static.tigerbbs.com/2bbf4b48b11afac46fb96440a61114d4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274773297477","authorIdStr":"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,"idStr":"9000000000000495","authorIdStr":"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,"idStr":"3577074015643197","authorIdStr":"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":59,"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,"idStr":"3577074015643197","authorIdStr":"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":360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274804085724","authorId":"3479274804085724","name":"ladyman","avatar":"https://static.laohu8.com/picture161","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274804085724","authorIdStr":"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,"idStr":"3577074015643197","authorIdStr":"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":597,"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,"idStr":"3577074015643197","authorIdStr":"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。 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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,"idStr":"3577074015643197","authorIdStr":"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 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