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放学别跑_
放学别跑_
·
2024-09-27
$美国超微公司(AMD)$
AMD MI300X加速器现在可用于甲骨文云基础设施的AI应用，甲骨文表示很高兴为寻求以具有竞争力的价格加速 AI 工作负载的客户提供更多选择。
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放学别跑_
放学别跑_
·
2024-09-24
$微软(MSFT)$
微软将股息上调8美分，并批准最多600亿美元回购计划 这就是他行你不行的原因
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放学别跑_
放学别跑_
·
2024-09-24
$英特尔(INTC)$
intel霸占PC市场30年，最终还是沦落至此，科技行业生存难，纯科技生存更难
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放学别跑_
放学别跑_
·
2024-09-20
$阿里巴巴(BABA)$
$阿里巴巴-W(09988)$
阿里巴巴能不能回到高点走向更高的地方，公司本身应该不是问题。
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放学别跑_
放学别跑_
·
2024-09-20
$拼多多(PDD)$
连续两晚都在磨100这个位置。看好向上突破。加仓加仓！
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1,846
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放学别跑_
放学别跑_
·
2024-09-19
$理想汽车(LI)$
李想虽然很鸡贼，但不得不承认，他的产品定位很准确，执行力也到位，又迅速补起了智能化短板，目前这个阶段理想的车真的没有竞争对手。
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放学别跑_
放学别跑_
·
2024-09-18
$20+年以上美国国债ETF-iShares(TLT)$
大概率只降25bp，如果真的只降25，那么会不会导致TLT下跌，当前的价格是否已经price in了，求大佬指点迷津。
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放学别跑_
放学别跑_
·
2024-09-13
$台积电(TSM)$
“台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”
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放学别跑_
放学别跑_
·
2024-09-13
$谷歌(GOOG)$
$谷歌A(GOOGL)$
谷歌已经有ai overview了，但底层只能用gemini，核心是gemini不如chatgpt。其实我觉得ai overview对谷歌是有拉动的，毕竟overview本身也是一个广告位，而且这个广告位如果做得好的话，估计cpm可能做到传统搜索的几倍。但其实大家还是更担心竞争，毕竟gemini比chatgpt落后半代。之前朋友跑过一趟硅谷，谷歌现在的问题是研发与工程化脱轨，和拉里佩奇时期相比研发氛围差太多了。所以我其实对gemini不抱有太高期望
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放学别跑_
放学别跑_
·
2024-09-12
$Coinbase Global, Inc.(COIN)$
我很久不配置了，主要两个原因：1、COIN的业绩更多对应整个加密圈，大饼的牛市我有信心，但其他的能不能涨我信心不足；2、接下来的牛市波动一个最重要的影响因素就是监管，而监管对COIN的影响是高度不可测的。监管松了，竞争加剧，盈利可能受挤压。
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工作负载的客户提供更多选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353935609892864","isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352923218632856,"gmtCreate":1727184314346,"gmtModify":1727184315983,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软将股息上调8美分，并批准最多600亿美元回购计划 这就是他行你不行的原因","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软将股息上调8美分，并批准最多600亿美元回购计划 这就是他行你不行的原因","text":"$微软(MSFT)$ 微软将股息上调8美分，并批准最多600亿美元回购计划 这就是他行你不行的原因","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352923218632856","isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352812377936168,"gmtCreate":1727157183548,"gmtModify":1727157185077,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v> intel霸占PC市场30年，最终还是沦落至此，科技行业生存难，纯科技生存更难","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v> intel霸占PC市场30年，最终还是沦落至此，科技行业生存难，纯科技生存更难","text":"$英特尔(INTC)$ intel霸占PC市场30年，最终还是沦落至此，科技行业生存难，纯科技生存更难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352812377936168","isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351519710765208,"gmtCreate":1726841661058,"gmtModify":1726841662601,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <v-v data-views=\"1\"></v-v> 阿里巴巴能不能回到高点走向更高的地方，公司本身应该不是问题。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <v-v data-views=\"1\"></v-v> 阿里巴巴能不能回到高点走向更高的地方，公司本身应该不是问题。","text":"$阿里巴巴(BABA)$ $阿里巴巴-W(09988)$ 阿里巴巴能不能回到高点走向更高的地方，公司本身应该不是问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351519710765208","isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351516380172584,"gmtCreate":1726840777844,"gmtModify":1726840781083,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 连续两晚都在磨100这个位置。看好向上突破。加仓加仓！","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 连续两晚都在磨100这个位置。看好向上突破。加仓加仓！","text":"$拼多多(PDD)$ 连续两晚都在磨100这个位置。看好向上突破。加仓加仓！","images":[{"img":"https://static.tigerbbs.com/a4d568739df038e2faeba4c0e51ce13b","width":"833","height":"545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351516380172584","isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":351035515187352,"gmtCreate":1726722795835,"gmtModify":1726722797557,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 李想虽然很鸡贼，但不得不承认，他的产品定位很准确，执行力也到位，又迅速补起了智能化短板，目前这个阶段理想的车真的没有竞争对手。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 李想虽然很鸡贼，但不得不承认，他的产品定位很准确，执行力也到位，又迅速补起了智能化短板，目前这个阶段理想的车真的没有竞争对手。","text":"$理想汽车(LI)$ 李想虽然很鸡贼，但不得不承认，他的产品定位很准确，执行力也到位，又迅速补起了智能化短板，目前这个阶段理想的车真的没有竞争对手。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351035515187352","isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350803223605400,"gmtCreate":1726666084023,"gmtModify":1726666088344,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 大概率只降25bp，如果真的只降25，那么会不会导致TLT下跌，当前的价格是否已经price in了，求大佬指点迷津。","listText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 大概率只降25bp，如果真的只降25，那么会不会导致TLT下跌，当前的价格是否已经price in了，求大佬指点迷津。","text":"$20+年以上美国国债ETF-iShares(TLT)$ 大概率只降25bp，如果真的只降25，那么会不会导致TLT下跌，当前的价格是否已经price in了，求大佬指点迷津。","images":[{"img":"https://static.tigerbbs.com/6a1c5331a63fce99af285c552a91de72","width":"357","height":"219"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350803223605400","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463009393898343","authorId":"3463009393898343","name":"股权收集器","avatar":"https://static.tigerbbs.com/baf68bd34599246eec0156c36af16e49","crmLevel":6,"crmLevelSwitch":0,"idStr":"3463009393898343","authorIdStr":"3463009393898343"},"content":"跌了就买点呗 [开心]","text":"跌了就买点呗 [开心]","html":"跌了就买点呗 [开心]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":348997632114712,"gmtCreate":1726225168787,"gmtModify":1726225170321,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”","text":"$台积电(TSM)$ “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/348997632114712","isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545282499782202","authorId":"3545282499782202","name":"多多吃苹果","avatar":"https://static.tigerbbs.com/432a70f360f69c451f37da889cb769b3","crmLevel":9,"crmLevelSwitch":0,"idStr":"3545282499782202","authorIdStr":"3545282499782202"},"content":"这是黄在【被问到地缘政治的风险】时提到的，是有前提的。","text":"这是黄在【被问到地缘政治的风险】时提到的，是有前提的。","html":"这是黄在【被问到地缘政治的风险】时提到的，是有前提的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348994357768216,"gmtCreate":1726224369385,"gmtModify":1726224387028,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v>谷歌已经有ai overview了，但底层只能用gemini，核心是gemini不如chatgpt。其实我觉得ai overview对谷歌是有拉动的，毕竟overview本身也是一个广告位，而且这个广告位如果做得好的话，估计cpm可能做到传统搜索的几倍。但其实大家还是更担心竞争，毕竟gemini比chatgpt落后半代。之前朋友跑过一趟硅谷，谷歌现在的问题是研发与工程化脱轨，和拉里佩奇时期相比研发氛围差太多了。所以我其实对gemini不抱有太高期望","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v>谷歌已经有ai overview了，但底层只能用gemini，核心是gemini不如chatgpt。其实我觉得ai overview对谷歌是有拉动的，毕竟overview本身也是一个广告位，而且这个广告位如果做得好的话，估计cpm可能做到传统搜索的几倍。但其实大家还是更担心竞争，毕竟gemini比chatgpt落后半代。之前朋友跑过一趟硅谷，谷歌现在的问题是研发与工程化脱轨，和拉里佩奇时期相比研发氛围差太多了。所以我其实对gemini不抱有太高期望","text":"$谷歌(GOOG)$ $谷歌A(GOOGL)$ 谷歌已经有ai overview了，但底层只能用gemini，核心是gemini不如chatgpt。其实我觉得ai overview对谷歌是有拉动的，毕竟overview本身也是一个广告位，而且这个广告位如果做得好的话，估计cpm可能做到传统搜索的几倍。但其实大家还是更担心竞争，毕竟gemini比chatgpt落后半代。之前朋友跑过一趟硅谷，谷歌现在的问题是研发与工程化脱轨，和拉里佩奇时期相比研发氛围差太多了。所以我其实对gemini不抱有太高期望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348994357768216","isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348631186161680,"gmtCreate":1726146467301,"gmtModify":1726146472921,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>我很久不配置了，主要两个原因：1、COIN的业绩更多对应整个加密圈，大饼的牛市我有信心，但其他的能不能涨我信心不足；2、接下来的牛市波动一个最重要的影响因素就是监管，而监管对COIN的影响是高度不可测的。监管松了，竞争加剧，盈利可能受挤压。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>我很久不配置了，主要两个原因：1、COIN的业绩更多对应整个加密圈，大饼的牛市我有信心，但其他的能不能涨我信心不足；2、接下来的牛市波动一个最重要的影响因素就是监管，而监管对COIN的影响是高度不可测的。监管松了，竞争加剧，盈利可能受挤压。","text":"$Coinbase Global, Inc.(COIN)$ 我很久不配置了，主要两个原因：1、COIN的业绩更多对应整个加密圈，大饼的牛市我有信心，但其他的能不能涨我信心不足；2、接下来的牛市波动一个最重要的影响因素就是监管，而监管对COIN的影响是高度不可测的。监管松了，竞争加剧，盈利可能受挤压。","images":[{"img":"https://static.tigerbbs.com/cb78dbfd3b02d2f7a0751f53e6b95ef0","width":"281","height":"271"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/348631186161680","isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":8,"crmLevelSwitch":0,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"content":"大饼相关的软件，那应该配置那个啊？","text":"大饼相关的软件，那应该配置那个啊？","html":"大饼相关的软件，那应该配置那个啊？"}],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}