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Alvinlimsg
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$美光科技(MU)$
,由于人工智能的出现和普及，对存储器产品，特别是高带宽存储器（HBM）的需求猛增。当然，该框架适合提供一系列先进解决方案的半导体专家美光科技公司（纳斯达克股票代码：MU）。同时，存储器业务的激烈周期性以及更广泛的竞争压力为情绪波段双方的交易机会提供了便利。从乐观的角度来看，MU股票的主要催化剂集中在标的公司在HBM市场的吸引力上。此类组件深受人工智能加速器业务公司的青睐，例如英伟达公司（纳斯达克股票代码：NVDA）和先进微设备公司（纳斯达克股票代码：AMD）。HBM 允许以低功耗实现海量数据吞吐量，这对于训练大型语言模型 (LLM) 至关重要。
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2
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$可口可乐(KO)$
,沃伦·巴菲特展示了耐心是如何付出代价的：他1600亿美元财富中有98％是在年满65岁后产生的，这要归功于 “复利” 的力量
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$博通(AVGO)$
,博通公司纳斯达克股票代码：AVGO）周四宣布其联合封装光学（CPO）技术取得了重大进展，推出了其第三代每通道200G（200G/Lane）CPO产品线。博通重点介绍了OSAT工艺、散热设计、处理程序、光纤布线和总体产量方面的关键改进。
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2
编组 21备份 2
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$美光科技(MU)$
,关税风暴中稳如磐石！美光(MU.US)需求预期坚挺 富国银行维持“增持”评级
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515
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编组 21备份 2
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$亚马逊(AMZN)$
,亚马逊已在2021年实现职务分设：杰夫·贝索斯卸任CEO，由安迪·贾西(Andy Jassy)接任;贝索斯则继续担任董事会执行主席。
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$亚马逊(AMZN)$
,美国电商与云计算巨头亚马逊(AMZN.US)的股东们在当地时间周三举行的年度股东大会上以82%反对的结果，否决了一项要求该公司永久分离首席执行官(CEO)与董事长职务的关键提案，此次否决永久该项分开设立提案，可谓继续保证亚马逊领导层调整的灵活性，有望为安迪·贾西领导的亚马逊管理层继续推进AI所全面主导的业绩扩张提供重大基础。
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2
编组 21备份 2
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$亚马逊(AMZN)$
,股东们否决“永久分设CEO与董事长” 为亚马逊(AMZN.US)“AI雄心壮志”铺平道路
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编组 21备份 2
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$博通(AVGO)$
,博通重点介绍了OSAT工艺、散热设计、处理程序、光纤布线和总体产量方面的关键改进。
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518
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$博通(AVGO)$
,博通推出下一代光学芯片技术为人工智能数据中心提供动力
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608
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Alvinlimsg
Alvinlimsg
·
05-23
我平仓了
$阿里巴巴(BABA)$
,阿里巴巴的本省启动了1380亿美元的人工智能计划，到2027年将中国的行业产出翻一番
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至关重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/438172770992464","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438184682778744,"gmtCreate":1748013008092,"gmtModify":1748014927593,"author":{"id":"3578802764506490","authorId":"3578802764506490","name":"Alvinlimsg","avatar":"https://static.tigerbbs.com/da35fe6140e90255fcfc90ff4acbfeb7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578802764506490","authorIdStr":"3578802764506490"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$ </a>,沃伦·巴菲特展示了耐心是如何付出代价的：他1600亿美元财富中有98％是在年满65岁后产生的，这要归功于 “复利” 的力量","listText":"我平仓了<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$ </a>,沃伦·巴菲特展示了耐心是如何付出代价的：他1600亿美元财富中有98％是在年满65岁后产生的，这要归功于 “复利” 的力量","text":"我平仓了$可口可乐(KO)$ ,沃伦·巴菲特展示了耐心是如何付出代价的：他1600亿美元财富中有98％是在年满65岁后产生的，这要归功于 “复利” 的力量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438184682778744","isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438183507009824,"gmtCreate":1748012708273,"gmtModify":1748014927929,"author":{"id":"3578802764506490","authorId":"3578802764506490","name":"Alvinlimsg","avatar":"https://static.tigerbbs.com/da35fe6140e90255fcfc90ff4acbfeb7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578802764506490","authorIdStr":"3578802764506490"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>,博通公司纳斯达克股票代码：AVGO）周四宣布其联合封装光学（CPO）技术取得了重大进展，推出了其第三代每通道200G（200G/Lane）CPO产品线。博通重点介绍了OSAT工艺、散热设计、处理程序、光纤布线和总体产量方面的关键改进。","listText":"我平仓了<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ 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