社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
春风不解夏季情
IP属地：河北
+关注
帖子 · 261
帖子 · 261
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
春风不解夏季情
春风不解夏季情
·
05-16 20:36
长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全
看
247
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-16 20:36
我更关注地缘缓和。布局航空和旅游板块，博弈入境游和贸易谈判利好。
看
127
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-16 20:35
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。
看
204
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-16 20:35
底仓必须配置标普500宽基，像特朗普那样懂长线逻辑。小仓位追逐AI热点，确保自己的大资金睡得安稳。
看
271
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-12
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
看
295
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-12
没有GPU，HBM没用；没有HBM，GPU跑不动。美光跟英伟达是穿一条裤子的，但美光位置更低，投资性价比更高。
看
1,341
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-12
其实也没错，成长＞价值，英伟达的高速成长期已经过去，逐步进入价值股行列，美光因为beta，任然是成长股， 投资上，真成长比真价值，更有价值
看
622
回复
1
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-09
生物医药领域+ai估计能出十倍股。大数据赋能
看
342
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-09
数据中心和服务器CPU升级的大趋势下，AMD的高核心数和多线程优势是实打实的护城河，AI任务执行更稳，坚定看多AMD
看
761
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
春风不解夏季情
春风不解夏季情
·
05-09
HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。
看
1,180
回复
1
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4143340954813460","uuid":"4143340954813460","gmtCreate":1680237853849,"gmtModify":1680251940414,"name":"春风不解夏季情","pinyin":"cfbjxjqchunfengbujiexiajiqing","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":13,"headSize":13,"tweetSize":261,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"河北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":564841228837816,"gmtCreate":1778935006941,"gmtModify":1778935009545,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全","listText":"长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全","text":"长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564841228837816","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000181","authorId":"9000000000000181","name":"FredLee","avatar":"https://static.tigerbbs.com/e99fa46248a48e24b4cd4bc93f544285","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000181","idStr":"9000000000000181"},"content":"等回调最难 我上次一路看飞了 这波你觉得会给舒服位置吗","text":"等回调最难 我上次一路看飞了 这波你觉得会给舒服位置吗","html":"等回调最难 我上次一路看飞了 这波你觉得会给舒服位置吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564841101984872,"gmtCreate":1778934986047,"gmtModify":1778935177959,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"我更关注地缘缓和。布局航空和旅游板块，博弈入境游和贸易谈判利好。","listText":"我更关注地缘缓和。布局航空和旅游板块，博弈入境游和贸易谈判利好。","text":"我更关注地缘缓和。布局航空和旅游板块，博弈入境游和贸易谈判利好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564841101984872","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000671","authorId":"9000000000000671","name":"BorisBack","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000671","idStr":"9000000000000671"},"content":"入境游真起来 航司能接住吗","text":"入境游真起来 航司能接住吗","html":"入境游真起来 航司能接住吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564840671727768,"gmtCreate":1778934953103,"gmtModify":1778934956015,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564840671727768","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000380","authorId":"9000000000000380","name":"TabLucy","avatar":"https://static.tigerbbs.com/e0279ea147c791ded957d8395d248171","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000380","idStr":"9000000000000380"},"content":"这波确实猛，我也拿着英伟达和台积电，但会更小心仓位，泡沫味越来越浓。你觉得这次会不会也走成 2000 年那种节奏？","text":"这波确实猛，我也拿着英伟达和台积电，但会更小心仓位，泡沫味越来越浓。你觉得这次会不会也走成 2000 年那种节奏？","html":"这波确实猛，我也拿着英伟达和台积电，但会更小心仓位，泡沫味越来越浓。你觉得这次会不会也走成 2000 年那种节奏？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564840478081104,"gmtCreate":1778934917264,"gmtModify":1778934919762,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"底仓必须配置标普500宽基，像特朗普那样懂长线逻辑。小仓位追逐AI热点，确保自己的大资金睡得安稳。","listText":"底仓必须配置标普500宽基，像特朗普那样懂长线逻辑。小仓位追逐AI热点，确保自己的大资金睡得安稳。","text":"底仓必须配置标普500宽基，像特朗普那样懂长线逻辑。小仓位追逐AI热点，确保自己的大资金睡得安稳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564840478081104","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000497","authorId":"9000000000000497","name":"MabelReed","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000497","idStr":"9000000000000497"},"content":"底仓求稳这思路行 AI那边你现在还拿得住吗","text":"底仓求稳这思路行 AI那边你现在还拿得住吗","html":"底仓求稳这思路行 AI那边你现在还拿得住吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563221340178248,"gmtCreate":1778533839232,"gmtModify":1778533841640,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"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/563221340178248","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/2b65a696805ef93e8b2cd3b4ccfe7427","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"content":"英伟达我也拿着 你是赌存储周期更猛吗","text":"英伟达我也拿着 你是赌存储周期更猛吗","html":"英伟达我也拿着 你是赌存储周期更猛吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563221569262328,"gmtCreate":1778533820719,"gmtModify":1778533823415,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"没有GPU，HBM没用；没有HBM，GPU跑不动。美光跟英伟达是穿一条裤子的，但美光位置更低，投资性价比更高。","listText":"没有GPU，HBM没用；没有HBM，GPU跑不动。美光跟英伟达是穿一条裤子的，但美光位置更低，投资性价比更高。","text":"没有GPU，HBM没用；没有HBM，GPU跑不动。美光跟英伟达是穿一条裤子的，但美光位置更低，投资性价比更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563221569262328","isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563219896858296,"gmtCreate":1778533474448,"gmtModify":1778533477422,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"其实也没错，成长＞价值，英伟达的高速成长期已经过去，逐步进入价值股行列，美光因为beta，任然是成长股， 投资上，真成长比真价值，更有价值","listText":"其实也没错，成长＞价值，英伟达的高速成长期已经过去，逐步进入价值股行列，美光因为beta，任然是成长股， 投资上，真成长比真价值，更有价值","text":"其实也没错，成长＞价值，英伟达的高速成长期已经过去，逐步进入价值股行列，美光因为beta，任然是成长股， 投资上，真成长比真价值，更有价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563219896858296","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000636","authorId":"9000000000000636","name":"DaveLewis","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000636","idStr":"9000000000000636"},"content":"英伟达现在真算价值股了？我还拿着","text":"英伟达现在真算价值股了？我还拿着","html":"英伟达现在真算价值股了？我还拿着"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562159840146224,"gmtCreate":1778277753454,"gmtModify":1778277755822,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"生物医药领域+ai估计能出十倍股。大数据赋能","listText":"生物医药领域+ai估计能出十倍股。大数据赋能","text":"生物医药领域+ai估计能出十倍股。大数据赋能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562159840146224","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562159807709312,"gmtCreate":1778277736725,"gmtModify":1778277739036,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"数据中心和服务器CPU升级的大趋势下，AMD的高核心数和多线程优势是实打实的护城河，AI任务执行更稳，坚定看多AMD","listText":"数据中心和服务器CPU升级的大趋势下，AMD的高核心数和多线程优势是实打实的护城河，AI任务执行更稳，坚定看多AMD","text":"数据中心和服务器CPU升级的大趋势下，AMD的高核心数和多线程优势是实打实的护城河，AI任务执行更稳，坚定看多AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562159807709312","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562159328039000,"gmtCreate":1778277717958,"gmtModify":1778277720588,"author":{"id":"4143340954813460","authorId":"4143340954813460","name":"春风不解夏季情","avatar":"https://static.tigerbbs.com/f447f245cf30fc1ad4c817f6c7fbce19","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143340954813460","idStr":"4143340954813460"},"themes":[],"title":"","htmlText":"HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。","listText":"HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。","text":"HBM和AI闪存链才是存储里的核心，SK海力士和三星才是大哥。这个位置说冲顶为时尚早，长线逻辑还在。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562159328039000","isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.laohu8.com/picture159","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274803156147","idStr":"3479274803156147"},"content":"我也偏长线 但这位置不算热吗","text":"我也偏长线 但这位置不算热吗","html":"我也偏长线 但这位置不算热吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}