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和时间赛跑zilong
和时间赛跑zilong
·
10-31 22:48
2026年open ai上市，在明年特朗普中期选举，理论上应该让泡沫继续，多少钱都能吹得起来，因为老川不想在他的中期选举里吹破泡泡
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和时间赛跑zilong
和时间赛跑zilong
·
10-30 21:53
做了科技股十多年，经常就搞出财报很好，但不及花街预期就跌一阵，过段时间再回升达到新高[财迷][喷血]
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和时间赛跑zilong
和时间赛跑zilong
·
10-30 21:34
$GOOG 20251031 260.0 PUT$
赌完财报，平仓
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和时间赛跑zilong
和时间赛跑zilong
·
10-30 21:33
$LLY 20251031 790.0 PUT$
赌完财报，平仓
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和时间赛跑zilong
和时间赛跑zilong
·
10-29 23:41
$META 20251031 700.0 PUT$
不确定盘后的三季报怎么样，有正股，平掉期权，以防万一
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和时间赛跑zilong
和时间赛跑zilong
·
10-27
谷歌和脸书
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和时间赛跑zilong
和时间赛跑zilong
·
10-24
2001年开始炒股至今，从价值投资到趋势投资，再做一部分量化对冲，该做的都做过了
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和时间赛跑zilong
和时间赛跑zilong
·
10-20
$META 20251024 710.0 PUT$
又经历一波，结束
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和时间赛跑zilong
和时间赛跑zilong
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10-11
都不太看好怎么说[笑哭]
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和时间赛跑zilong
和时间赛跑zilong
·
10-10
$英伟达(NVDA)$
英伟达在行业内的领军地位，目前不会因为open ai投资amd变成老二或者被严重削弱的，做过供应商筛选和合作伙伴选择的人都知道，自己的供应商过于强大，就会让甲方失去话语权，不得不听命乙方的需求和安排。open ai给amd的就是让备用供应商成长，给英伟达保持警觉和竞争力，也是给自己保留备用选项的机会。英伟达老黄这只老狐狸应该看得更加清楚，面对和他一样在人工智能的领军企业open ai，他知道自己只要技术保持领先，就不得不被open ai主动保持合作的深度，同时自己联系合作特斯拉，马斯克的智能汽车、机器人、太空都是未来尖端，马斯克又是open ai的曾经投资人之一，和open ai的创始人是闹翻的死对头，老黄这一招棋下的很精准，获得大量行车数据训练，没有人比我更懂自动驾驶的未来。
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