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和时间赛跑zilong
和时间赛跑zilong
·
07-31 21:34
$META 20250815 710.0 PUT$
赌财报的临时仓位搞完，结束！
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和时间赛跑zilong
和时间赛跑zilong
·
07-31 16:25
今天加做短线还行，不然一般这两支（脸书和微软）财报后上涨，之后会下跌，在上涨。通常情况下，是财报前加会赢面大，不要怕跌。
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和时间赛跑zilong
和时间赛跑zilong
·
07-28
$LLY 20251017 750.0 PUT$
平仓一部分，再看看
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和时间赛跑zilong
和时间赛跑zilong
·
07-25
$META 20250725 715.0 PUT$
还好熬住了这一波
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和时间赛跑zilong
和时间赛跑zilong
·
07-25
$维立志博-B(09887)$
确实翻倍还多点，113%，飞机刚落地就赶紧卖
@和时间赛跑zilong：
$维立志博-B(09887)$ 中签率还真是低，乙组才中签300股，不翻倍都不够折腾一次的。
$维立志博-B(09887)$ 中签率还真是低，乙组才中签300股，不翻倍都不够折腾一次的。
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和时间赛跑zilong
和时间赛跑zilong
·
07-24
$维立志博-B(09887)$
中签率还真是低，乙组才中签300股，不翻倍都不够折腾一次的。
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和时间赛跑zilong
和时间赛跑zilong
·
07-08
他说的五年内翻倍可能有点夸张了，或者说是比较高的乐观预估，但人工智能的大量投入与可预期的成本节约和高效，确实可能会推动股价在五年内有不错的上升。他说杯子里有一半的水，还剩一半还是还有一半，这是乐观与悲观的表现
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和时间赛跑zilong
和时间赛跑zilong
·
06-11
给新生儿开通股票账户，相当于变相拓展业务。就类似保险行业里的一个产品，孩子的教育年金险，本来成年人最多买买寿险、医疗、重疾和车险，这回要不要买儿童教育险呢？我的观察是，还是有不少人顶着“为了孩子”的名义，做成了这笔商业险[财迷]
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和时间赛跑zilong
和时间赛跑zilong
·
06-09
这篇文章不错，转发给大家看看
乐观的来看, CRWV 25财年收入可能实现近2-3倍的增长
@Invesight Capital：
CoreWeave到底是一家怎样的公司？其为何能成为近期资本市场最大的黑马之一？ 近期， $CoreWeave, Inc.(CRWV)$ 成为了资本市场最热门的股票之一，公司从3月底于纳斯达克IPO后，股价已经较IPO发行价的40美元上涨了300%至160美元附近，其中仅过去一个月，股价就从50美元左右翻了3倍多。 CoreWeave的发展经历 CoreWeave成立于2017年，原名为Atlantic Crypto，起初是一家专注于以太坊挖矿的公司，然而公司并未等到数字货币的爆发行情，由于回报不佳，从2019年开始就果断退出了数字货币挖矿业务，向云计算服务转型。 此后，公司在21-22年在AI崛起的初期就与英伟达建立合作，使用其最先进的产品，开始为初创公司提供数据训练的云计算服务。此后随着ChatGPT的横空出世，引爆了AI算力的需求，CoreWeave客户激增，公司也进入大规模扩张阶段，24年公司完成11亿美元的C轮融资，估值跃升至190亿美元；今年的IPO，公司估值达到230亿美元。目前公司运营的GPU节点超过25万个，全球拥有33个数据中心，跻身成为了AI云计算领域的重要参与者。 CoreWeave在AI领域的独特位置 CoreWeave主要提供高性能的GPU加速云计算服务，尤其是支持AI模型训练与推理，目前微软的Azure、亚马逊的AWS和Google Cloud三大云计算供应商也提供AI云服务，与其存在直接竞争关系，CoreWeave能在三大巨头的围剿之下依然脱颖而出，主要由于其服务定位的差异化，目前其提供的云计算服务甚至能与三大巨头的服务形成较强的互补。 Azure等云计算服务追求面向更广泛的企业和政府用户，服务更强调通用性，全面性，兼容性，不会单一过度追求运算性能；而CoreWe
乐观的来看, CRWV 25财年收入可能实现近2-3倍的增长
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和时间赛跑zilong
和时间赛跑zilong
·
06-03
$META 20250613 630.0 PUT$
太快了，平掉，找机会再开
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715.0 PUT$ 还好熬住了这一波","images":[{"img":"https://static.tigerbbs.com/599baea77ff80e63572d62c7dcf27c59","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460562921534048","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":460394317520936,"gmtCreate":1753410469869,"gmtModify":1753410471077,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"73452179038098","idStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 确实翻倍还多点，113%，飞机刚落地就赶紧卖","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 确实翻倍还多点，113%，飞机刚落地就赶紧卖","text":"$维立志博-B(09887)$ 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中签率还真是低，乙组才中签300股，不翻倍都不够折腾一次的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460088148263112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"content":"不知道还能涨不","text":"不知道还能涨不","html":"不知道还能涨不"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460088148263112,"gmtCreate":1753335403608,"gmtModify":1753335405143,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"73452179038098","idStr":"73452179038098"},"themes":[],"htmlText":"<a 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