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春风不解夏季情
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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
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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。
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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。
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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。
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271
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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
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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。
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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
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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
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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
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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。
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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,"idStr":"4143340954813460","authorIdStr":"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,"idStr":"9000000000000725","authorIdStr":"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 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