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lingching
04-30 23:49
我开仓了
$洛克希德马丁(LMT)$
,美国的亲儿子。在贸易战情景之下外国被要求购买更多美国货,而军火当然是首选
lingching
04-30 23:42
我开仓了
$美国超微公司(AMD)$
,决定再给予一个机会amd. 虽然他不是龙头但现在价格感觉已经触底了
lingching
04-30 23:28
我平仓了
$Palantir Technologies Inc.(PLTR)$
,平仓pltr, 目前价值距离高位不远但市况不算太明朗。不如获利离场吧。
lingching
04-30 23:26
我开仓了
$谷歌(GOOG)$
,依然看好google的前景。目前是美股7巨头之中估值最便宜的一间公司。
lingching
04-30 23:24
我开仓了
$礼来(LLY)$
,美国医药股龙头之一,股价已经慢慢涨了很多天是长牛股之一。
lingching
04-30 11:09
我平仓了
$纳指100ETF(QQQ)$
,纳指已经反弹一般时间了,卖出不是不看好未来前景而是增加现金仓位部署其他股票
lingching
04-30 10:58
我平仓了
$台积电(TSM)$
,tsm反弹力量也很强劲。减仓1注不是不看好而是美国的政策还未稳定
lingching
04-30 10:57
我开仓了
$汇丰(HSBC)$
,hsbc过去一年表现很好,即便大跌市下也很快涨回高位。现在业绩好就开仓1注
lingching
04-30 10:56
我开仓了
$波音(BA)$
,作为美国的亲儿子,而且有贸易战的影响下,外国应该会买更多美国飞机
lingching
04-29 12:54
我平仓了
$Palantir Technologies Inc.(PLTR)$
,pltr不愧是散户的爱股,走势甚至比特斯拉更强势。短线获利一半。
lingching
04-29 12:53
我平仓了
$3倍做多20年期以上国债ETF-Direxion(TMF)$
,美国债已经有明题反弹了,而市场波动都开始变平稳了。减低之前的仓位
lingching
04-29 12:52
我平仓了
$特斯拉(TSLA)$
,特斯拉短线反弹力量很多大,但基本面实在比较差。短线获利已经很不错
lingching
04-29 12:52
我开仓了
$联合健康(UNH)$
,联合健康仍然在下跌的路上,但这个价格接近年线支持位。再加仓小注
lingching
04-25
我平仓了
$Coinbase Global, Inc.(COIN)$
,平仓离场了,比特币已经接近95000的高位。上方空间不多了 反弹获利都不错
lingching
04-24
我开仓了
$亚马逊(AMZN)$
,美国关税的政策越贴近现实,对amzn的零售商来说就越有利。
lingching
04-23
我开仓了
$英伟达(NVDA)$
,目前持仓nvda的成本货是比较高的,衬著nvda反弹没有很多的时候加注
lingching
04-23
我开仓了
$Palantir Technologies Inc.(PLTR)$
,pltr不愧为散户热门股票之一,已经成功突破短期波动区。感觉已经取消了tsla的地位
lingching
04-23
我开仓了
$特斯拉(TSLA)$
,赌一下财报。预期tsla的交车数据已经不好了。不知道老马能不能令次做到好成绩
lingching
04-22
我开仓了
$Coinbase Global, Inc.(COIN)$
,比特币在这轮美股大跌之时意外坚定。建仓看看能不能在反弹时获利
lingching
04-22
我开仓了
$Palantir Technologies Inc.(PLTR)$
,pltr依然是散户热门股票。先建观察仓看看能不能乘反弹的势头
去老虎APP查看更多动态
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</a>,决定再给予一个机会amd. 虽然他不是龙头但现在价格感觉已经触底了","listText":"我开仓了<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>,决定再给予一个机会amd. 虽然他不是龙头但现在价格感觉已经触底了","text":"我开仓了$美国超微公司(AMD)$ ,决定再给予一个机会amd. 虽然他不是龙头但现在价格感觉已经触底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430098878308560","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430094909764440,"gmtCreate":1746026925896,"gmtModify":1746030857905,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,平仓pltr, 目前价值距离高位不远但市况不算太明朗。不如获利离场吧。","listText":"我平仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,平仓pltr, 目前价值距离高位不远但市况不算太明朗。不如获利离场吧。","text":"我平仓了$Palantir Technologies Inc.(PLTR)$ ,平仓pltr, 目前价值距离高位不远但市况不算太明朗。不如获利离场吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430094909764440","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430095174168832,"gmtCreate":1746026806532,"gmtModify":1746030858007,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,依然看好google的前景。目前是美股7巨头之中估值最便宜的一间公司。","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,依然看好google的前景。目前是美股7巨头之中估值最便宜的一间公司。","text":"我开仓了$谷歌(GOOG)$ ,依然看好google的前景。目前是美股7巨头之中估值最便宜的一间公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430095174168832","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430094933541128,"gmtCreate":1746026682437,"gmtModify":1746030858145,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a>,美国医药股龙头之一,股价已经慢慢涨了很多天是长牛股之一。","listText":"我开仓了<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a>,美国医药股龙头之一,股价已经慢慢涨了很多天是长牛股之一。","text":"我开仓了$礼来(LLY)$ ,美国医药股龙头之一,股价已经慢慢涨了很多天是长牛股之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430094933541128","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429839792480432,"gmtCreate":1745982595616,"gmtModify":1745985277244,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,纳指已经反弹一般时间了,卖出不是不看好未来前景而是增加现金仓位部署其他股票","listText":"我平仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,纳指已经反弹一般时间了,卖出不是不看好未来前景而是增加现金仓位部署其他股票","text":"我平仓了$纳指100ETF(QQQ)$ ,纳指已经反弹一般时间了,卖出不是不看好未来前景而是增加现金仓位部署其他股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429839792480432","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429911263080504,"gmtCreate":1745981905914,"gmtModify":1745982341708,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>,tsm反弹力量也很强劲。减仓1注不是不看好而是美国的政策还未稳定","listText":"我平仓了<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>,tsm反弹力量也很强劲。减仓1注不是不看好而是美国的政策还未稳定","text":"我平仓了$台积电(TSM)$ ,tsm反弹力量也很强劲。减仓1注不是不看好而是美国的政策还未稳定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429911263080504","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429909529370784,"gmtCreate":1745981851079,"gmtModify":1745982341895,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/HSBC\">$汇丰(HSBC)$ </a>,hsbc过去一年表现很好,即便大跌市下也很快涨回高位。现在业绩好就开仓1注","listText":"我开仓了<a href=\"https://laohu8.com/S/HSBC\">$汇丰(HSBC)$ </a>,hsbc过去一年表现很好,即便大跌市下也很快涨回高位。现在业绩好就开仓1注","text":"我开仓了$汇丰(HSBC)$ ,hsbc过去一年表现很好,即便大跌市下也很快涨回高位。现在业绩好就开仓1注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429909529370784","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429910042538112,"gmtCreate":1745981801065,"gmtModify":1745982190668,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a>,作为美国的亲儿子,而且有贸易战的影响下,外国应该会买更多美国飞机","listText":"我开仓了<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a>,作为美国的亲儿子,而且有贸易战的影响下,外国应该会买更多美国飞机","text":"我开仓了$波音(BA)$ ,作为美国的亲儿子,而且有贸易战的影响下,外国应该会买更多美国飞机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429910042538112","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429584833896784,"gmtCreate":1745902482400,"gmtModify":1745904672691,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,pltr不愧是散户的爱股,走势甚至比特斯拉更强势。短线获利一半。","listText":"我平仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,pltr不愧是散户的爱股,走势甚至比特斯拉更强势。短线获利一半。","text":"我平仓了$Palantir Technologies Inc.(PLTR)$ ,pltr不愧是散户的爱股,走势甚至比特斯拉更强势。短线获利一半。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429584833896784","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429586098004816,"gmtCreate":1745902426959,"gmtModify":1745904672889,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a>,美国债已经有明题反弹了,而市场波动都开始变平稳了。减低之前的仓位","listText":"我平仓了<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a>,美国债已经有明题反弹了,而市场波动都开始变平稳了。减低之前的仓位","text":"我平仓了$3倍做多20年期以上国债ETF-Direxion(TMF)$ ,美国债已经有明题反弹了,而市场波动都开始变平稳了。减低之前的仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429586098004816","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429584772513840,"gmtCreate":1745902378085,"gmtModify":1745904672406,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,特斯拉短线反弹力量很多大,但基本面实在比较差。短线获利已经很不错","listText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,特斯拉短线反弹力量很多大,但基本面实在比较差。短线获利已经很不错","text":"我平仓了$特斯拉(TSLA)$ ,特斯拉短线反弹力量很多大,但基本面实在比较差。短线获利已经很不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/429584772513840","isVote":1,"tweetType":1,"viewCount":3522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429584126939648,"gmtCreate":1745902329088,"gmtModify":1745904672337,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,联合健康仍然在下跌的路上,但这个价格接近年线支持位。再加仓小注","listText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,联合健康仍然在下跌的路上,但这个价格接近年线支持位。再加仓小注","text":"我开仓了$联合健康(UNH)$ 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,amd是一支持股体验很差的股票,每次当以为他转势时就会跌回去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/418157798334680","isVote":1,"tweetType":1,"viewCount":1868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"32921348529986","authorId":"32921348529986","name":"期权狙击","avatar":"https://static.tigerbbs.com/05a7472ff707a9a9d5a75f311e77b54a","crmLevel":5,"crmLevelSwitch":0,"idStr":"32921348529986","authorIdStr":"32921348529986"},"content":"十年前amd个位数,最低1.6,一百多倍腰斩也不过分","text":"十年前amd个位数,最低1.6,一百多倍腰斩也不过分","html":"十年前amd个位数,最低1.6,一百多倍腰斩也不过分"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425191068938288,"gmtCreate":1744815496669,"gmtModify":1744817788361,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,因为坏消息再次特价,我也选择再次加仓。nvda始终都是ai的龙头,产品还是供不应求的","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,因为坏消息再次特价,我也选择再次加仓。nvda始终都是ai的龙头,产品还是供不应求的","text":"我开仓了$英伟达(NVDA)$ ,因为坏消息再次特价,我也选择再次加仓。nvda始终都是ai的龙头,产品还是供不应求的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/425191068938288","isVote":1,"tweetType":1,"viewCount":4607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417799782605128,"gmtCreate":1743001168745,"gmtModify":1743001562138,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,tsla短时间内已经反弹超20%,先落袋为安。等候下一次机会再开仓。","listText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,tsla短时间内已经反弹超20%,先落袋为安。等候下一次机会再开仓。","text":"我平仓了$特斯拉(TSLA)$ ,tsla短时间内已经反弹超20%,先落袋为安。等候下一次机会再开仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/417799782605128","isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408527923421512,"gmtCreate":1740754888255,"gmtModify":1740755983150,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>,中慨股真系一言难尽。。当所有人开始对中慨股注意既时间佢就先套住第一批人","listText":"我平仓了<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>,中慨股真系一言难尽。。当所有人开始对中慨股注意既时间佢就先套住第一批人","text":"我平仓了$三倍做多富时中国ETF-Direxion(YINN)$ ,中慨股真系一言难尽。。当所有人开始对中慨股注意既时间佢就先套住第一批人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408527923421512","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397336693379536,"gmtCreate":1738031448273,"gmtModify":1738036294034,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"title":"为什么DeepSeek的崛起反而强化英伟达的护城河?","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 从「卖铲人」逻辑分析:为什么DeepSeek的崛起反而强化英伟达的护城河? 英伟达(NVDA)因中国AI公司DeepSeek的技术突破引发股价大幅下跌,但市场担忧实为短视。 从长期视角来看,DeepSeek推动的AI应用普及化将巩固英伟达的「卖铲人」地位,其护城河反而因生态扩张而加深,核心逻辑有三: 一、算力需求从“扩张”转向“渗透” DeepSeek透过演算法优化降低AI开发门槛,但开源策略刺激的模式迭代潮(如金融、医疗场景落地)将催生更复杂的推理需求。 IDC预测全球AI算力需求年增速仍达60%-70%,台积电CoWoS产能扩张(2024年底40万片/年)直接转化为英伟达晶片增量收入。 技术降本≠算力过剩,应用场景爆发将持续消耗算力「燃料」。 二、生态障碍远胜硬体参数 英伟达CUDA生态覆盖90%开发者形成技术“普通话”,Mellanox互联技术构筑集群协同优势。 即便企业使用次先进晶片完成基础训练,追求极致性能仍需H100/H200支撑(如OpenAI单次推理成本仍需数千美元)。 其75%毛利率支撑的研发投入,使Blackwell架构持续拉开与AMD差距,形成「硬体-软体-生态」闭环护城河。 三、地缘赛局中的确定性标的 美国对华晶片管制催生黑市溢价需求,全球AI军备竞赛(Meta、微软年增50%算力投资)仍仰赖英伟达集群。 中国技术突围与美国巨头扩张形成「双向押注」格局,英伟达成为唯一能同时承接东西方需求的中立基础设施商。结 论:回呼即机遇 目前估值(PEG 1.2x)未反映AI产业化红利,DCF模型对应股价中枢1,400-1,600美元。 建议关注Q3资料中心增速,掌握生态型巨头从「","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 从「卖铲人」逻辑分析:为什么DeepSeek的崛起反而强化英伟达的护城河? 英伟达(NVDA)因中国AI公司DeepSeek的技术突破引发股价大幅下跌,但市场担忧实为短视。 从长期视角来看,DeepSeek推动的AI应用普及化将巩固英伟达的「卖铲人」地位,其护城河反而因生态扩张而加深,核心逻辑有三: 一、算力需求从“扩张”转向“渗透” DeepSeek透过演算法优化降低AI开发门槛,但开源策略刺激的模式迭代潮(如金融、医疗场景落地)将催生更复杂的推理需求。 IDC预测全球AI算力需求年增速仍达60%-70%,台积电CoWoS产能扩张(2024年底40万片/年)直接转化为英伟达晶片增量收入。 技术降本≠算力过剩,应用场景爆发将持续消耗算力「燃料」。 二、生态障碍远胜硬体参数 英伟达CUDA生态覆盖90%开发者形成技术“普通话”,Mellanox互联技术构筑集群协同优势。 即便企业使用次先进晶片完成基础训练,追求极致性能仍需H100/H200支撑(如OpenAI单次推理成本仍需数千美元)。 其75%毛利率支撑的研发投入,使Blackwell架构持续拉开与AMD差距,形成「硬体-软体-生态」闭环护城河。 三、地缘赛局中的确定性标的 美国对华晶片管制催生黑市溢价需求,全球AI军备竞赛(Meta、微软年增50%算力投资)仍仰赖英伟达集群。 中国技术突围与美国巨头扩张形成「双向押注」格局,英伟达成为唯一能同时承接东西方需求的中立基础设施商。结 论:回呼即机遇 目前估值(PEG 1.2x)未反映AI产业化红利,DCF模型对应股价中枢1,400-1,600美元。 建议关注Q3资料中心增速,掌握生态型巨头从「","text":"$英伟达(NVDA)$ 从「卖铲人」逻辑分析:为什么DeepSeek的崛起反而强化英伟达的护城河? 英伟达(NVDA)因中国AI公司DeepSeek的技术突破引发股价大幅下跌,但市场担忧实为短视。 从长期视角来看,DeepSeek推动的AI应用普及化将巩固英伟达的「卖铲人」地位,其护城河反而因生态扩张而加深,核心逻辑有三: 一、算力需求从“扩张”转向“渗透” DeepSeek透过演算法优化降低AI开发门槛,但开源策略刺激的模式迭代潮(如金融、医疗场景落地)将催生更复杂的推理需求。 IDC预测全球AI算力需求年增速仍达60%-70%,台积电CoWoS产能扩张(2024年底40万片/年)直接转化为英伟达晶片增量收入。 技术降本≠算力过剩,应用场景爆发将持续消耗算力「燃料」。 二、生态障碍远胜硬体参数 英伟达CUDA生态覆盖90%开发者形成技术“普通话”,Mellanox互联技术构筑集群协同优势。 即便企业使用次先进晶片完成基础训练,追求极致性能仍需H100/H200支撑(如OpenAI单次推理成本仍需数千美元)。 其75%毛利率支撑的研发投入,使Blackwell架构持续拉开与AMD差距,形成「硬体-软体-生态」闭环护城河。 三、地缘赛局中的确定性标的 美国对华晶片管制催生黑市溢价需求,全球AI军备竞赛(Meta、微软年增50%算力投资)仍仰赖英伟达集群。 中国技术突围与美国巨头扩张形成「双向押注」格局,英伟达成为唯一能同时承接东西方需求的中立基础设施商。结 论:回呼即机遇 目前估值(PEG 1.2x)未反映AI产业化红利,DCF模型对应股价中枢1,400-1,600美元。 建议关注Q3资料中心增速,掌握生态型巨头从「","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/397336693379536","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199235160501260","authorId":"4199235160501260","name":"Lensx","avatar":"https://static.tigerbbs.com/3c90fe669bea56fe3cdd482bad56c3d6","crmLevel":1,"crmLevelSwitch":0,"idStr":"4199235160501260","authorIdStr":"4199235160501260"},"content":"一 deepseek 通过算法优化,降低了 ai 需要的成本与时间,但这从AI普及来说,这大大利好,因为他大大压缩了成本与时间尽管, deepseek这只黑天鹅的出现,大大冲击了美股科技股,但这不代表着彻底抛弃了英伟达,训练AI还是要用英伟达的显卡,还是要用英伟达的生态, 二 他的生态圈和壁垒还是处于行业领先,不会因为Deepseek 的出现而被贬低,英伟达 CODA 在很多年前就开始训练和部署,可以说这完全用时间成本堆出来的,而不是你随便砸钱就能超越的,英伟达已经深耕 gpu 行业多年,再加上独有的并行计算,和 Blackwell架构,这些构成了英伟达不可轻易撼动的行业壁垒及护城河生态,想要训练最顶级的AI 还是离不开英伟达,虽然 deepseek 在一些垂直领域,让人眼前一亮,但他仍不具备顶级AI的实力,他的思考比 Chat GPT慢很多,它无法识别图片,生成图片,视频实时交互,这都是需要算力的大头。 三 随着特朗普发起 AI 的竞争比如 星际之门投资策略,通过对中国出口阉割最新英伟达 5090 芯片,来卡中国的脖子,限制新显卡的算力,限制并行计算的能力,这都毫无疑问证明了英伟达在这场AI竞争中扮演的重要角色。 结论 虽然英伟达在 deepseek 这只黑天鹅的冲击下股票大跌,但这影响不了英伟达的基本盘和行业霸主地位。","text":"一 deepseek 通过算法优化,降低了 ai 需要的成本与时间,但这从AI普及来说,这大大利好,因为他大大压缩了成本与时间尽管, deepseek这只黑天鹅的出现,大大冲击了美股科技股,但这不代表着彻底抛弃了英伟达,训练AI还是要用英伟达的显卡,还是要用英伟达的生态, 二 他的生态圈和壁垒还是处于行业领先,不会因为Deepseek 的出现而被贬低,英伟达 CODA 在很多年前就开始训练和部署,可以说这完全用时间成本堆出来的,而不是你随便砸钱就能超越的,英伟达已经深耕 gpu 行业多年,再加上独有的并行计算,和 Blackwell架构,这些构成了英伟达不可轻易撼动的行业壁垒及护城河生态,想要训练最顶级的AI 还是离不开英伟达,虽然 deepseek 在一些垂直领域,让人眼前一亮,但他仍不具备顶级AI的实力,他的思考比 Chat GPT慢很多,它无法识别图片,生成图片,视频实时交互,这都是需要算力的大头。 三 随着特朗普发起 AI 的竞争比如 星际之门投资策略,通过对中国出口阉割最新英伟达 5090 芯片,来卡中国的脖子,限制新显卡的算力,限制并行计算的能力,这都毫无疑问证明了英伟达在这场AI竞争中扮演的重要角色。 结论 虽然英伟达在 deepseek 这只黑天鹅的冲击下股票大跌,但这影响不了英伟达的基本盘和行业霸主地位。","html":"一 deepseek 通过算法优化,降低了 ai 需要的成本与时间,但这从AI普及来说,这大大利好,因为他大大压缩了成本与时间尽管, deepseek这只黑天鹅的出现,大大冲击了美股科技股,但这不代表着彻底抛弃了英伟达,训练AI还是要用英伟达的显卡,还是要用英伟达的生态, 二 他的生态圈和壁垒还是处于行业领先,不会因为Deepseek 的出现而被贬低,英伟达 CODA 在很多年前就开始训练和部署,可以说这完全用时间成本堆出来的,而不是你随便砸钱就能超越的,英伟达已经深耕 gpu 行业多年,再加上独有的并行计算,和 Blackwell架构,这些构成了英伟达不可轻易撼动的行业壁垒及护城河生态,想要训练最顶级的AI 还是离不开英伟达,虽然 deepseek 在一些垂直领域,让人眼前一亮,但他仍不具备顶级AI的实力,他的思考比 Chat GPT慢很多,它无法识别图片,生成图片,视频实时交互,这都是需要算力的大头。 三 随着特朗普发起 AI 的竞争比如 星际之门投资策略,通过对中国出口阉割最新英伟达 5090 芯片,来卡中国的脖子,限制新显卡的算力,限制并行计算的能力,这都毫无疑问证明了英伟达在这场AI竞争中扮演的重要角色。 结论 虽然英伟达在 deepseek 这只黑天鹅的冲击下股票大跌,但这影响不了英伟达的基本盘和行业霸主地位。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419439689462008,"gmtCreate":1743433772855,"gmtModify":1743433919532,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142489888848002","authorIdStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a 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