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沙漠追光大海逐风
沙漠追光大海逐风
·
05-01 10:34
$ARM Holdings(ARM)$
Arm是最有望从长期人工智能采用中受益的公司之一，我预计Arm将重申其2027财年收入增长约20%的目标。
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-29 13:52
$纳斯达克(.IXIC)$
最近 AI 基建产业链上下游暴涨的标的，不可能就这么无脑涨下去，需要一个中场休息的时间。跟openai关系不大的
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-27
$美国超微公司(AMD)$
$英伟达(NVDA)$
AMD 正在和达子缩小差距。MI400 系列在推理性能上已接近 H200，而价格便宜约 30%。对大模型公司来说，这种性价比优势足以推动采购多元化。OpenAI、xAI 已经下了大单，说明市场确实在主动分散供应链。达子还要努力啊
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-27
$纳斯达克(.IXIC)$
今天看了自己的持仓，还是纳指赚钱，不甘寂寞凑热闹买，都还是亏钱的，尤其是原油和黄金都还亏大几个点，真是没苦硬吃！
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508
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-24
$台积电(TSM)$
台积电是靠先进制程获取超额利润，快速计提折旧，成熟制程降价打压对手。让对手很难赶超，强烈看好
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-24
$纳斯达克(.IXIC)$
基本都是调整一下就继续新高，目前1h级别进入震荡，可上可下，喜欢做空的尝试去做一下短空，当然做多是比较好的选择
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906
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-23
$IBM(IBM)$
IBM老板今天的电话会议中为公司业务的辩护，AI对公司是顺风，而不是逆风。一开始还真觉得他说的颇有道理，直到最后两段，他说他们六七年前就已经为Agent时代构建产品组合了！这牛逼吹得过了吧？
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-23
$纳斯达克(.IXIC)$
看到纳斯达克，直观的感受到了美利坚的强大，看到中概和恒科，有一种完蛋的感觉。
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1,096
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-22
$联合健康(UNH)$
UNH体量太大，一级市场的数据和判断有滞后性。机构持仓87.9%在正常情况下是支撑，但如果真出现重大利空，这些机构跑路杀伤力会非常逆天
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沙漠追光大海逐风
沙漠追光大海逐风
·
04-22
$纳斯达克(.IXIC)$
我现在目标不高，平均年8%~10%就可以接受。知易行难，看见别人高收益，自己操作却差很多，浪费了前面的机会。希望以后投资尽量少犯错，赶上赚钱的机会能把握好。继续长期持有纳斯达克
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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>今天看了自己的持仓，还是纳指赚钱，不甘寂寞凑热闹买，都还是亏钱的，尤其是原油和黄金都还亏大几个点，真是没苦硬吃！","text":"$纳斯达克(.IXIC)$今天看了自己的持仓，还是纳指赚钱，不甘寂寞凑热闹买，都还是亏钱的，尤其是原油和黄金都还亏大几个点，真是没苦硬吃！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558062974971928","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557009089983328,"gmtCreate":1777021321999,"gmtModify":1777022998812,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>台积电是靠先进制程获取超额利润，快速计提折旧，成熟制程降价打压对手。让对手很难赶超，强烈看好","listText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>基本都是调整一下就继续新高，目前1h级别进入震荡，可上可下，喜欢做空的尝试去做一下短空，当然做多是比较好的选择","text":"$纳斯达克(.IXIC)$基本都是调整一下就继续新高，目前1h级别进入震荡，可上可下，喜欢做空的尝试去做一下短空，当然做多是比较好的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557007516512352","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556602311847968,"gmtCreate":1776921945063,"gmtModify":1776922537148,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a>IBM老板今天的电话会议中为公司业务的辩护，AI对公司是顺风，而不是逆风。一开始还真觉得他说的颇有道理，直到最后两段，他说他们六七年前就已经为Agent时代构建产品组合了！这牛逼吹得过了吧？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a>IBM老板今天的电话会议中为公司业务的辩护，AI对公司是顺风，而不是逆风。一开始还真觉得他说的颇有道理，直到最后两段，他说他们六七年前就已经为Agent时代构建产品组合了！这牛逼吹得过了吧？","text":"$IBM(IBM)$IBM老板今天的电话会议中为公司业务的辩护，AI对公司是顺风，而不是逆风。一开始还真觉得他说的颇有道理，直到最后两段，他说他们六七年前就已经为Agent时代构建产品组合了！这牛逼吹得过了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556602311847968","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556601012989976,"gmtCreate":1776921625353,"gmtModify":1776921627593,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>看到纳斯达克，直观的感受到了美利坚的强大，看到中概和恒科，有一种完蛋的感觉。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>看到纳斯达克，直观的感受到了美利坚的强大，看到中概和恒科，有一种完蛋的感觉。","text":"$纳斯达克(.IXIC)$看到纳斯达克，直观的感受到了美利坚的强大，看到中概和恒科，有一种完蛋的感觉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556601012989976","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556402263101536,"gmtCreate":1776850854137,"gmtModify":1776850856504,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" 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