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埃森豪威尔的持仓
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-09-09
$特斯拉(TSLA)$
缺乏新车型，以及FSD推进缓慢，是
$特斯拉(TSLA)$
渐失光环的原因
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-09-05
$美国超微公司(AMD)$
AMD任命英伟达前副总裁Keith Strier为全球人工智能市场高级副总裁。没搜到什么时候离职英伟达的，没有竞业禁止条款吗？
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-09-04
$拼多多(PDD)$
一天到晚都是‘仅退款’对商家的压榨剥削这类陈词滥调，一个最简单的道理——如果你的商品能够在淘宝京东高价卖完，你会去接受多多的棒槌[龇牙]多多应运而生，就是承接了淘宝京东卖不出的产品，销售不到的客户群体。多多的商业模式其实就是淘宝京东看不上的，多多去做了。多多现在是做大了，但能不能做强做久，就看淘宝京东给不给机会了[鬼脸]刚又在多多买月饼，同一款的价格就是比淘宝京东便宜，如果是假货，这次我就试试‘仅退款’了[得意]
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-09-03
$小鹏汽车(XPEV)$
何小鹏有点好高骛远不接地气，几乎all-in智驾，实际消费者感知和各类测试都没看到领先或差异化的能力，至今也没有没有为变现的销量和市值带来明显的助力，尽管获得了大众和滴滴的垂青，估计依然是最后扭亏的；理想汽车靠增程车和外形内饰设计率先扭亏为盈；蔚来通过服务和高逼格的外形内饰设计夜把品牌形象给树立了起来，换电网络也算是差异化的竞争力。预言的中国主流品牌七家里面目前看无论如何也排不到小鹏汽车，摊子布的挺大，就看能否撑到赚钱的那一天。MONA应该是寄予厚望的一款车，也许能成为分水岭，不知是向上还是向下；看外观应该是小鹏汽车的目前的最好水准，内饰有点拉垮，智驾应该没有惊喜，就看将来OTA，也许只有低价销量才有机会。
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2,820
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-07-12
$台积电(TSM)$
万亿美元的台积电触手可及，今晚台积电继续上涨，总市值来到9945亿美元，距离万亿市值俱乐部只差一步之遥。
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-06-25
$英伟达(NVDA)$
加油，希望再涨回1300，再拆股一次。
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-06-20
$高通(QCOM)$
再强调一遍，纳斯达克或许开始加速了，ALL in AI！ AI已经掀起了全设备端的更新革命，现有芯片均无法满足大规模AI终端计算的需求。终端，PC，数据中心芯片开始淘汰换代......分析：高通AI芯片虽然入局晚，但目前正在超过英特尔和英伟达
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-06-20
$蔚来(NIO)$
评论很好，营销费用花在维护车主口碑里的豪华感应该不少，车除了换电和其他车的差异性在哪里？这方面小鹏定位科技，极氪定做运动，理想家庭，做的稍微好一些，以前bba那种357价位分区可能到电车差异没那么大了，4缸6缸8缸12缸的价位差距比电车更宽所以利润率高，保守估计以后要打折到5%。
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-06-18
$戴尔(DELL)$
预计今年下半年固态硬盘和DRAM的成本将增加15%至 20%，对于厂商来说，则要把压力转嫁给买家。
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埃森豪威尔的持仓
埃森豪威尔的持仓
·
2024-06-18
$ARM Holdings Ltd(ARM)$
涨的生气💢怎么还不跌
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