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kukuccc
IP属地:广东
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kukuccc
kukuccc
·
08-13
Replying to
@麦麦卢
:国内光刻机?降息造成通胀加剧?利好我们?秀儿,喝点酒再好好睡一觉,清醒一下吧,不要胡言乱语了//
@麦麦卢
:个人中短期看多,降息➕AI 算力依旧短缺,但是,但是,国内光刻机年内概率有好消息,**芯片出货量一旦增加,就是英伟达的短期利空,就会波及到 core。另外,降息造成通胀加剧,不利于美方与我们谈判关税,也就是利好我们,叠加国内牛市,资本支出加速,卡的格局在明后年会在国内慢慢改变,不直接影响 core,但影响预期。还要看发展。
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编组 21备份 2
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kukuccc
kukuccc
·
06-25
她这样的级别,大概率可以获取很多普通公众无法及时获取的信息!而这样的价值千金的内幕信息可以作为某一些权力交换的筹码!
非常抱歉,此主贴已删除
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kukuccc
kukuccc
·
06-21
非常有价值的文章,感谢作者!虽然半个月前都特别关注到了白银,但不得不说文章真的非常好!
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kukuccc
kukuccc
·
05-21
Replying to
@淘金中环
:哪里看到的信息?//
@淘金中环
:这几天员工卖股缴税//
@Drb123456
:志向高就不会天天砸盘了 [流泪]
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kukuccc
kukuccc
·
05-02
Replying to
@暮烟风雨
:无知的可怕//
@暮烟风雨
:贸易战打到现在,后边禁高通的概率很高
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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437238962844120","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430519517053064,"gmtCreate":1746129388999,"gmtModify":1746144139968,"author":{"id":"4119979179597892","authorId":"4119979179597892","name":"kukuccc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119979179597892","authorIdStr":"4119979179597892"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/10000000000010481\">@暮烟风雨</a>:无知的可怕//<a href=\"https://laohu8.com/U/10000000000010481\">@暮烟风雨</a>:贸易战打到现在,后边禁高通的概率很高","listText":"Replying to <a href=\"https://laohu8.com/U/10000000000010481\">@暮烟风雨</a>:无知的可怕//<a href=\"https://laohu8.com/U/10000000000010481\">@暮烟风雨</a>:贸易战打到现在,后边禁高通的概率很高","text":"Replying to @暮烟风雨:无知的可怕//@暮烟风雨:贸易战打到现在,后边禁高通的概率很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430519517053064","isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}