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春天风云
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春天风云
春天风云
·
05-16
同样是AI硬生态，$EUV代表的光通信、测试设备属于“卖铲子”，$DRAM叠加了存储涨价和全球定价权。两者走势逻辑不可简单复制。
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春天风云
春天风云
·
05-16
这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调
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春天风云
春天风云
·
05-16
1994年以来，费城半导体指数单月历史涨幅最高是2千年二月份 涨幅为 50.43%，三月份月线冲高回落，互联网泡沫破， 随后开启了较长时间的熊市。 今年四月份上涨38.42%，为历史第二大单月涨幅，五月份最大涨幅15.59%。半导体指数近两个月出现加速度上涨，作为普通投资者要在继续看多的前提下，要保持警惕，时时提防泡沫破裂后的回调或下跌。
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春天风云
春天风云
·
05-16
新股定价太激进，刚上市就买风险较高。先加入自选股池，等开盘后观察盘面的承接力度和企稳信号，再决定是否进场。
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春天风云
春天风云
·
05-16
Synopsys, Cadence这类垄断全球高端EDA市场的公司。护城河很深，很难找到竞争对手的，完全可以多配置一些
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春天风云
春天风云
·
05-12
主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。
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春天风云
春天风云
·
05-12
同时看好英伟达和美光两个优秀公司，从股价走势上来看英伟达长期炒作比较充分。而伴随着人工智能快速发展带来的存储需求爆发式增长，市场和投资者以前预期没有打得很满，因此，短线美观公司丈夫更不忙，更具有弹性
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春天风云
春天风云
·
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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春天风云
春天风云
·
05-09
UBS把ARM目标价从175直接干到245刀，40%的涨幅预期太顶了。AI服务器对能效和核心数的苛刻要求，ARM完美契合！
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春天风云
春天风云
·
05-09
存储只要几家商量好控制产能，就可以回避以前的滞销状态，而ai需求就是控产最好的条件，是有可能维持长期景气的[贱笑]
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这波你觉得算泡沫前兆吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564839754626624,"gmtCreate":1778934707556,"gmtModify":1778934709778,"author":{"id":"4133509870428530","authorId":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133509870428530","idStr":"4133509870428530"},"themes":[],"title":"","htmlText":"新股定价太激进，刚上市就买风险较高。先加入自选股池，等开盘后观察盘面的承接力度和企稳信号，再决定是否进场。","listText":"新股定价太激进，刚上市就买风险较高。先加入自选股池，等开盘后观察盘面的承接力度和企稳信号，再决定是否进场。","text":"新股定价太激进，刚上市就买风险较高。先加入自选股池，等开盘后观察盘面的承接力度和企稳信号，再决定是否进场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564839754626624","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000133","authorId":"9000000000000133","name":"WalterD","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000133","idStr":"9000000000000133"},"content":"这类新股最怕开盘就闷杀 你会看量吗","text":"这类新股最怕开盘就闷杀 你会看量吗","html":"这类新股最怕开盘就闷杀 你会看量吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564839435338056,"gmtCreate":1778934664823,"gmtModify":1778934667791,"author":{"id":"4133509870428530","authorId":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133509870428530","idStr":"4133509870428530"},"themes":[],"title":"","htmlText":"Synopsys, Cadence这类垄断全球高端EDA市场的公司。护城河很深，很难找到竞争对手的，完全可以多配置一些","listText":"Synopsys, Cadence这类垄断全球高端EDA市场的公司。护城河很深，很难找到竞争对手的，完全可以多配置一些","text":"Synopsys, Cadence这类垄断全球高端EDA市场的公司。护城河很深，很难找到竞争对手的，完全可以多配置一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564839435338056","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274699331326","authorId":"3479274699331326","name":"henshengqi","avatar":"https://static.laohu8.com/picture27","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274699331326","idStr":"3479274699331326"},"content":"EDA这块是真卡位 但估值你扛得住吗","text":"EDA这块是真卡位 但估值你扛得住吗","html":"EDA这块是真卡位 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能撑多久","text":"这逻辑像卡特尔 能撑多久","html":"这逻辑像卡特尔 能撑多久"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
