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金鑫财经
金鑫财经
·
01-05 11:33
$地平线机器人-W(09660)$
别把星辰大海的终局，当成明天就该实现的KPI。给伟大一点时间，也给自己一点耐心
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金鑫财经
金鑫财经
·
01-05 11:32
$汽车街(02443)$
行情应该还没走完，继续持有观望。
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金鑫财经
金鑫财经
·
01-03
$天数智芯(09903)$
$英伟达(NVDA)$
别只盯着纸面算力！看看评测和英伟达对比，天数智芯用PCIE Switch把16卡串成高吞吐集群，PP并行通信占比<1%，DeepSeek R1 671B实测TTFT比A800还低。 测试了英伟达A800在DeepSeek R1 671B Prefill场景下，随着输入Token个数增大，TTFT和吞吐的实测结果，由于该芯片的互联带宽较低，因此采用较大的PP能够缓解通信的大小，充分发挥芯片的硬件资源，降低延迟，提高吞吐，其 TTFT 显著低于 NVIDIA A800，同时整体吞吐性能也优于 A800，国内顶尖大模型都在测评天数，牛逼了这波
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金鑫财经
金鑫财经
·
2025-12-23
$赛力斯(09927)$
埃及新能源市场年增 12% 还处于蓝海，政策支持充电基建扩容，赛力斯这会儿切入正是好时机
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金鑫财经
金鑫财经
·
2025-12-23
$智汇矿业(02546)$
1200 万吨矿石储量，还能不值现在这个价？下跌就是送钱，分批接
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金鑫财经
金鑫财经
·
2025-12-23
$找钢集团-W(06676)$
提出“三年海外再造一个找钢网”，看这增速和布局，不是空话，正在被每个季度的数据验证
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金鑫财经
金鑫财经
·
2025-12-10
$山高控股(00412)$
有没有人关注世纪互联的动向？山高战略入股后，基地型业务营收翻倍了，这算力板块的协同价值是不是被低估了？
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金鑫财经
金鑫财经
·
2025-12-01
$赛力斯(601127)$
之前港股没进港股通时，被做空砸盘太明显，现在有内资托底，总算不用怕流动性差的坑了
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金鑫财经
金鑫财经
·
2025-11-26
$明略科技-W(02718)$
明略这股价从开盘高点回调也算正常，毕竟港股大环境摆在那，但看它上半年已经扭亏为盈，在AI公司里挺难得的。
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金鑫财经
金鑫财经
·
2025-11-21
$极智嘉-W(02590)$
仓储物流机器人是人工智能商业落地最快、最成熟的领域之一。相比那些人形机器人，极智嘉的现金流和盈利模式要清晰得多，会反弹的
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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>别把星辰大海的终局，当成明天就该实现的KPI。给伟大一点时间，也给自己一点耐心","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>别把星辰大海的终局，当成明天就该实现的KPI。给伟大一点时间，也给自己一点耐心","text":"$地平线机器人-W(09660)$别把星辰大海的终局，当成明天就该实现的KPI。给伟大一点时间，也给自己一点耐心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518589840085552","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518367977559152,"gmtCreate":1767583938313,"gmtModify":1767583940122,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a> 行情应该还没走完，继续持有观望。","listText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a> 行情应该还没走完，继续持有观望。","text":"$汽车街(02443)$ 行情应该还没走完，继续持有观望。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518367977559152","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517927802483208,"gmtCreate":1767422338138,"gmtModify":1767424353966,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 别只盯着纸面算力！看看评测和英伟达对比，天数智芯用PCIE Switch把16卡串成高吞吐集群，PP并行通信占比<1%，DeepSeek R1 671B实测TTFT比A800还低。 测试了英伟达A800在DeepSeek R1 671B Prefill场景下，随着输入Token个数增大，TTFT和吞吐的实测结果，由于该芯片的互联带宽较低，因此采用较大的PP能够缓解通信的大小，充分发挥芯片的硬件资源，降低延迟，提高吞吐，其 TTFT 显著低于 NVIDIA A800，同时整体吞吐性能也优于 A800，国内顶尖大模型都在测评天数，牛逼了这波","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 别只盯着纸面算力！看看评测和英伟达对比，天数智芯用PCIE Switch把16卡串成高吞吐集群，PP并行通信占比<1%，DeepSeek R1 671B实测TTFT比A800还低。 测试了英伟达A800在DeepSeek R1 671B Prefill场景下，随着输入Token个数增大，TTFT和吞吐的实测结果，由于该芯片的互联带宽较低，因此采用较大的PP能够缓解通信的大小，充分发挥芯片的硬件资源，降低延迟，提高吞吐，其 TTFT 显著低于 NVIDIA A800，同时整体吞吐性能也优于 A800，国内顶尖大模型都在测评天数，牛逼了这波","text":"$天数智芯(09903)$ $英伟达(NVDA)$ 别只盯着纸面算力！看看评测和英伟达对比，天数智芯用PCIE Switch把16卡串成高吞吐集群，PP并行通信占比<1%，DeepSeek R1 671B实测TTFT比A800还低。 测试了英伟达A800在DeepSeek R1 671B Prefill场景下，随着输入Token个数增大，TTFT和吞吐的实测结果，由于该芯片的互联带宽较低，因此采用较大的PP能够缓解通信的大小，充分发挥芯片的硬件资源，降低延迟，提高吞吐，其 TTFT 显著低于 NVIDIA A800，同时整体吞吐性能也优于 A800，国内顶尖大模型都在测评天数，牛逼了这波","images":[{"img":"https://static.tigerbbs.com/d8e04adc5b3afb35ad5689e6426cf6b8","width":"1080","height":"330"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517927802483208","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":513725342511528,"gmtCreate":1766466775134,"gmtModify":1766466777286,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>埃及新能源市场年增 12% 还处于蓝海，政策支持充电基建扩容，赛力斯这会儿切入正是好时机","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>埃及新能源市场年增 12% 还处于蓝海，政策支持充电基建扩容，赛力斯这会儿切入正是好时机","text":"$赛力斯(09927)$埃及新能源市场年增 12% 还处于蓝海，政策支持充电基建扩容，赛力斯这会儿切入正是好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513725342511528","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513724792910952,"gmtCreate":1766466632295,"gmtModify":1766466634055,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>1200 万吨矿石储量，还能不值现在这个价？下跌就是送钱，分批接","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>1200 万吨矿石储量，还能不值现在这个价？下跌就是送钱，分批接","text":"$智汇矿业(02546)$1200 万吨矿石储量，还能不值现在这个价？下跌就是送钱，分批接","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513724792910952","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513724644393832,"gmtCreate":1766466594294,"gmtModify":1766466596596,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>提出“三年海外再造一个找钢网”，看这增速和布局，不是空话，正在被每个季度的数据验证","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>提出“三年海外再造一个找钢网”，看这增速和布局，不是空话，正在被每个季度的数据验证","text":"$找钢集团-W(06676)$提出“三年海外再造一个找钢网”，看这增速和布局，不是空话，正在被每个季度的数据验证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513724644393832","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509249485107984,"gmtCreate":1765355049116,"gmtModify":1765355051144,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 有没有人关注世纪互联的动向？山高战略入股后，基地型业务营收翻倍了，这算力板块的协同价值是不是被低估了？","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 有没有人关注世纪互联的动向？山高战略入股后，基地型业务营收翻倍了，这算力板块的协同价值是不是被低估了？","text":"$山高控股(00412)$ 有没有人关注世纪互联的动向？山高战略入股后，基地型业务营收翻倍了，这算力板块的协同价值是不是被低估了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509249485107984","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506050016797248,"gmtCreate":1764571785771,"gmtModify":1764571787931,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>之前港股没进港股通时，被做空砸盘太明显，现在有内资托底，总算不用怕流动性差的坑了","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>之前港股没进港股通时，被做空砸盘太明显，现在有内资托底，总算不用怕流动性差的坑了","text":"$赛力斯(601127)$之前港股没进港股通时，被做空砸盘太明显，现在有内资托底，总算不用怕流动性差的坑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506050016797248","isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504186610213016,"gmtCreate":1764126274388,"gmtModify":1764126276654,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>明略这股价从开盘高点回调也算正常，毕竟港股大环境摆在那，但看它上半年已经扭亏为盈，在AI公司里挺难得的。","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>明略这股价从开盘高点回调也算正常，毕竟港股大环境摆在那，但看它上半年已经扭亏为盈，在AI公司里挺难得的。","text":"$明略科技-W(02718)$明略这股价从开盘高点回调也算正常，毕竟港股大环境摆在那，但看它上半年已经扭亏为盈，在AI公司里挺难得的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504186610213016","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502490991731448,"gmtCreate":1763697154847,"gmtModify":1763700575736,"author":{"id":"4090735911032600","authorId":"4090735911032600","name":"金鑫财经","avatar":"https://static.tigerbbs.com/3a4af3dc779178fc2d3e311fdf8c3fc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735911032600","idStr":"4090735911032600"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 仓储物流机器人是人工智能商业落地最快、最成熟的领域之一。相比那些人形机器人，极智嘉的现金流和盈利模式要清晰得多，会反弹的","listText":"<a 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