+关注
lingching
暂无个人介绍
IP属地:未知
0
关注
70
粉丝
0
主题
0
勋章
主贴
热门
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
lingching
04-22
我开仓了
$台积电(TSM)$
,tsm的技术领先全球,没有其他人能取代。经过大幅下跌估值吸引建仓
lingching
04-21
我开仓了
$3倍做多20年期以上国债ETF-Direxion(TMF)$
,大市下跌但债卷没有成为避险的标的有点奇怪。但这也是买入加注的好机会
lingching
04-21
我平仓了
$麦当劳(MCD)$
,市况不佳下,预计市场股票会继续下跌即使防守股也不例外。取回资金投入其他股票
lingching
04-21
我平仓了
$苹果(AAPL)$
,卖出苹果。之前苹果全球化供应链是引以为傲的,但现在关税下不确定性反而变得最大
lingching
04-21
我开仓了
$联合健康(UNH)$
,市况不佳下,预计unh还有下跌的空间。采取左侧交易的方法进行分段买入
lingching
04-17
我开仓了
$纳指100ETF(QQQ)$
,将tqqq卖出的资金转入到指数基金qqq身上。准备和美股长期作战
lingching
04-17
我开仓了
$英伟达(NVDA)$
,黄仁勋:英伟达将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场
lingching
04-17
我平仓了
$纳指三倍做多ETF(TQQQ)$
,止蚀平仓短炒的Tqqq. 目前市况看来已经失去了反弹的动力。再观察一下
lingching
04-17
我开仓了
$联合健康(UNH)$
,昨天清仓的货,今天就便宜了20%。重新买入小注开仓准备坐一下。
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4142489888848002","uuid":"4142489888848002","gmtCreate":1687481877235,"gmtModify":1737708575957,"name":"lingching","pinyin":"lingching","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":70,"headSize":0,"tweetSize":659,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":63,"starInvestorFlag":true,"starInvestorOrderShareNum":202,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":38.596491,"showRor":false,"investmentPhilosophy":"分享由短炒變成長線投資的路程。\n貫徹同股票談戀愛精神","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"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":567,"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":352,"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":2990,"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$联合健康(UNH)$ ,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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/429584126939648","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198316486063782","authorId":"4198316486063782","name":"堅定價投","avatar":"https://static.tigerbbs.com/81b284c6b99da677f2f3deba610ab7be","crmLevel":2,"crmLevelSwitch":0,"idStr":"4198316486063782","authorIdStr":"4198316486063782"},"content":"目前看根本没有底啊这个😂","text":"目前看根本没有底啊这个😂","html":"目前看根本没有底啊这个😂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428265585885336,"gmtCreate":1745588862206,"gmtModify":1745589139183,"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/COIN\">$Coinbase Global, Inc.(COIN)$ </a>,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","listText":"我平仓了<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a>,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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428265585885336","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427979189293584,"gmtCreate":1745507428666,"gmtModify":1745508705116,"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/AMZN\">$亚马逊(AMZN)$ </a>,美国关税的政策越贴近现实,对amzn的零售商来说就越有利。","listText":"我开仓了<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>,美国关税的政策越贴近现实,对amzn的零售商来说就越有利。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427979189293584","isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427624737059136,"gmtCreate":1745421034359,"gmtModify":1745421382799,"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>,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","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427624737059136","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427623651631176,"gmtCreate":1745420684728,"gmtModify":1745421377902,"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/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,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","listText":"我开仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427623651631176","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427286860185696,"gmtCreate":1745338634546,"gmtModify":1745858552557,"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/TSLA\">$特斯拉(TSLA)$ </a>,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","listText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427286860185696","isVote":1,"tweetType":1,"viewCount":5658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427276336202224,"gmtCreate":1745335798243,"gmtModify":1745589086019,"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/COIN\">$Coinbase Global, Inc.(COIN)$ </a>,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","listText":"我开仓了<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a>,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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427276336202224","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427273955836168,"gmtCreate":1745335643944,"gmtModify":1745335835286,"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/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,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","listText":"我开仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427273955836168","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427273617867576,"gmtCreate":1745335577677,"gmtModify":1745947230964,"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/TSM\">$台积电(TSM)$ </a>,tsm的技术领先全球,没有其他人能取代。经过大幅下跌估值吸引建仓","listText":"我开仓了<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>,tsm的技术领先全球,没有其他人能取代。经过大幅下跌估值吸引建仓","text":"我开仓了$台积电(TSM)$ ,tsm的技术领先全球,没有其他人能取代。经过大幅下跌估值吸引建仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427273617867576","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426922856506192,"gmtCreate":1745249468683,"gmtModify":1745250374975,"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/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a>,大市下跌但债卷没有成为避险的标的有点奇怪。但这也是买入加注的好机会","listText":"我开仓了<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a>,大市下跌但债卷没有成为避险的标的有点奇怪。但这也是买入加注的好机会","text":"我开仓了$3倍做多20年期以上国债ETF-Direxion(TMF)$ ,大市下跌但债卷没有成为避险的标的有点奇怪。但这也是买入加注的好机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426922856506192","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426921582273200,"gmtCreate":1745249075789,"gmtModify":1745250317237,"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/MCD\">$麦当劳(MCD)$ </a>,市况不佳下,预计市场股票会继续下跌即使防守股也不例外。取回资金投入其他股票","listText":"我平仓了<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$ </a>,市况不佳下,预计市场股票会继续下跌即使防守股也不例外。取回资金投入其他股票","text":"我平仓了$麦当劳(MCD)$ ,市况不佳下,预计市场股票会继续下跌即使防守股也不例外。取回资金投入其他股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426921582273200","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426920698540840,"gmtCreate":1745248865616,"gmtModify":1745249001247,"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/AAPL\">$苹果(AAPL)$ </a>,卖出苹果。之前苹果全球化供应链是引以为傲的,但现在关税下不确定性反而变得最大","listText":"我平仓了<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>,卖出苹果。之前苹果全球化供应链是引以为傲的,但现在关税下不确定性反而变得最大","text":"我平仓了$苹果(AAPL)$ ,卖出苹果。之前苹果全球化供应链是引以为傲的,但现在关税下不确定性反而变得最大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/426920698540840","isVote":1,"tweetType":1,"viewCount":3552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426918318457072,"gmtCreate":1745248755548,"gmtModify":1745250289724,"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>,市况不佳下,预计unh还有下跌的空间。采取左侧交易的方法进行分段买入","listText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,市况不佳下,预计unh还有下跌的空间。采取左侧交易的方法进行分段买入","text":"我开仓了$联合健康(UNH)$ ,市况不佳下,预计unh还有下跌的空间。采取左侧交易的方法进行分段买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426918318457072","isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425542845080168,"gmtCreate":1744901399372,"gmtModify":1744901950064,"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/QQQ\">$纳指100ETF(QQQ)$ </a>,将tqqq卖出的资金转入到指数基金qqq身上。准备和美股长期作战","listText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,将tqqq卖出的资金转入到指数基金qqq身上。准备和美股长期作战","text":"我开仓了$纳指100ETF(QQQ)$ ,将tqqq卖出的资金转入到指数基金qqq身上。准备和美股长期作战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425542845080168","isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425542766456992,"gmtCreate":1744901279561,"gmtModify":1744901931233,"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>,黄仁勋:英伟达将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,黄仁勋:英伟达将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场","text":"我开仓了$英伟达(NVDA)$ ,黄仁勋:英伟达将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425542766456992","isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425543079154352,"gmtCreate":1744901165159,"gmtModify":1744901928940,"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/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a>,止蚀平仓短炒的Tqqq. 目前市况看来已经失去了反弹的动力。再观察一下","listText":"我平仓了<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a>,止蚀平仓短炒的Tqqq. 目前市况看来已经失去了反弹的动力。再观察一下","text":"我平仓了$纳指三倍做多ETF(TQQQ)$ ,止蚀平仓短炒的Tqqq. 目前市况看来已经失去了反弹的动力。再观察一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425543079154352","isVote":1,"tweetType":1,"viewCount":3306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425542694047912,"gmtCreate":1744901089632,"gmtModify":1744901926096,"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>,昨天清仓的货,今天就便宜了20%。重新买入小注开仓准备坐一下。","listText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,昨天清仓的货,今天就便宜了20%。重新买入小注开仓准备坐一下。","text":"我开仓了$联合健康(UNH)$ ,昨天清仓的货,今天就便宜了20%。重新买入小注开仓准备坐一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425542694047912","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"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,"authorIdStr":"4142489888848002","idStr":"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$联合健康(UNH)$ ,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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/429584126939648","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198316486063782","authorId":"4198316486063782","name":"堅定價投","avatar":"https://static.tigerbbs.com/81b284c6b99da677f2f3deba610ab7be","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4198316486063782","idStr":"4198316486063782"},"content":"目前看根本没有底啊这个😂","text":"目前看根本没有底啊这个😂","html":"目前看根本没有底啊这个😂"}],"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,"authorIdStr":"4142489888848002","idStr":"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":2990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397167232234144,"gmtCreate":1737989680062,"gmtModify":1737991018151,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/BIL\">$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ </a>,卖出作为收息用途的短期债卷etf, 股市下跌准备资金随时捞底","listText":"我平仓了<a href=\"https://laohu8.com/S/BIL\">$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ </a>,卖出作为收息用途的短期债卷etf, 股市下跌准备资金随时捞底","text":"我平仓了$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ ,卖出作为收息用途的短期债卷etf, 股市下跌准备资金随时捞底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397167232234144","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396108838633864,"gmtCreate":1737731478369,"gmtModify":1737990109680,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/BIL\">$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ </a>,短期收益之王,年化5%低风险的停泊资金好去处。","listText":"我开仓了<a href=\"https://laohu8.com/S/BIL\">$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ </a>,短期收益之王,年化5%低风险的停泊资金好去处。","text":"我开仓了$债券指数ETF-SPDR Barclays美国1-3月国债(BIL)$ ,短期收益之王,年化5%低风险的停泊资金好去处。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396108838633864","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418157798334680,"gmtCreate":1743088966199,"gmtModify":1743089263402,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>,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","listText":"我平仓了<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>,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","text":"我平仓了$美国超微公司(AMD)$ ,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,"authorIdStr":"32921348529986","idStr":"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,"authorIdStr":"4142489888848002","idStr":"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,"authorIdStr":"4142489888848002","idStr":"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,"authorIdStr":"4142489888848002","idStr":"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,"authorIdStr":"4142489888848002","idStr":"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,"authorIdStr":"4199235160501260","idStr":"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,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,美股大跌,ai龙头成为沽售对象。为减低风险我也减仓转入指数基金","listText":"我平仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,美股大跌,ai龙头成为沽售对象。为减低风险我也减仓转入指数基金","text":"我平仓了$英伟达(NVDA)$ ,美股大跌,ai龙头成为沽售对象。为减低风险我也减仓转入指数基金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/419439689462008","isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417407822397776,"gmtCreate":1742915450394,"gmtModify":1743251558370,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"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>,美股在反弹就不浪费时间机会在国债里面了,股票的反弹幅度更巨大","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>,美股在反弹就不浪费时间机会在国债里面了,股票的反弹幅度更巨大","text":"我平仓了$3倍做多20年期以上国债ETF-Direxion(TMF)$ ,美股在反弹就不浪费时间机会在国债里面了,股票的反弹幅度更巨大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/417407822397776","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322611688022104,"gmtCreate":1719792853993,"gmtModify":1719797243223,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02545\">$中赣通信(02545)$ </a> 希望不会蚀","listText":"<a href=\"https://ttm.financial/S/02545\">$中赣通信(02545)$ </a> 希望不会蚀","text":"$中赣通信(02545)$ 希望不会蚀","images":[{"img":"https://community-static.tradeup.com/news/0eef23b836bd562e509660960dfdbdc9","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322611688022104","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178958056365142","authorId":"4178958056365142","name":"文崋堂","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4178958056365142","idStr":"4178958056365142"},"content":"中了2000股不知道好事还是坏事","text":"中了2000股不知道好事还是坏事","html":"中了2000股不知道好事还是坏事"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":313432808202280,"gmtCreate":1717543920779,"gmtModify":1717543926543,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"不看好蔚来的报服。换电技术在中国没有成功的推广开来,充电技术进步很大,换电优惠不明显","listText":"不看好蔚来的报服。换电技术在中国没有成功的推广开来,充电技术进步很大,换电优惠不明显","text":"不看好蔚来的报服。换电技术在中国没有成功的推广开来,充电技术进步很大,换电优惠不明显","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/313432808202280","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516010337899353","authorId":"3516010337899353","name":"Sagero","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3516010337899353","idStr":"3516010337899353"},"content":"充电你谈技术就是门外汉,充电的瓶颈从来都不在技术,而是电网电容","text":"充电你谈技术就是门外汉,充电的瓶颈从来都不在技术,而是电网电容","html":"充电你谈技术就是门外汉,充电的瓶颈从来都不在技术,而是电网电容"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422310844407872,"gmtCreate":1744128047985,"gmtModify":1744131645574,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,假如美国企业投资ai的态度不变,目前nvda的估值是十分吸引的","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,假如美国企业投资ai的态度不变,目前nvda的估值是十分吸引的","text":"我开仓了$英伟达(NVDA)$ ,假如美国企业投资ai的态度不变,目前nvda的估值是十分吸引的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/422310844407872","isVote":1,"tweetType":1,"viewCount":3847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"content":"真是人才,明显AI这条路走不通了才开始贸易战的,以前川爱国想通过AI绑定大部分国家,现在明显这条路走不通了,所以才贸易战,你就别拿过去的故事骗自己了,还是稳着点口袋,这波80线估计都保不住","text":"真是人才,明显AI这条路走不通了才开始贸易战的,以前川爱国想通过AI绑定大部分国家,现在明显这条路走不通了,所以才贸易战,你就别拿过去的故事骗自己了,还是稳着点口袋,这波80线估计都保不住","html":"真是人才,明显AI这条路走不通了才开始贸易战的,以前川爱国想通过AI绑定大部分国家,现在明显这条路走不通了,所以才贸易战,你就别拿过去的故事骗自己了,还是稳着点口袋,这波80线估计都保不住"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421946671108312,"gmtCreate":1744034841321,"gmtModify":1744080513594,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌作为美股科技龙头,大幅下跌之后估值十分吸引。再次加仓分批买入","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌作为美股科技龙头,大幅下跌之后估值十分吸引。再次加仓分批买入","text":"我开仓了$谷歌(GOOG)$ ,谷歌作为美股科技龙头,大幅下跌之后估值十分吸引。再次加仓分批买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/421946671108312","isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410617351717200,"gmtCreate":1741274440597,"gmtModify":1745952666101,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,美股etf不追求爆发力,但胜在稳定。可以放心把大部份仓位放在指数上面穿越牛熊","listText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,美股etf不追求爆发力,但胜在稳定。可以放心把大部份仓位放在指数上面穿越牛熊","text":"我开仓了$纳指100ETF(QQQ)$ ,美股etf不追求爆发力,但胜在稳定。可以放心把大部份仓位放在指数上面穿越牛熊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410617351717200","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426920698540840,"gmtCreate":1745248865616,"gmtModify":1745249001247,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>,卖出苹果。之前苹果全球化供应链是引以为傲的,但现在关税下不确定性反而变得最大","listText":"我平仓了<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>,卖出苹果。之前苹果全球化供应链是引以为傲的,但现在关税下不确定性反而变得最大","text":"我平仓了$苹果(AAPL)$ ,卖出苹果。之前苹果全球化供应链是引以为傲的,但现在关税下不确定性反而变得最大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/426920698540840","isVote":1,"tweetType":1,"viewCount":3552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425542766456992,"gmtCreate":1744901279561,"gmtModify":1744901931233,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,黄仁勋:英伟达将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,黄仁勋:英伟达将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场","text":"我开仓了$英伟达(NVDA)$ ,黄仁勋:英伟达将继续不遗余力优化符合监管要求的产品体系,坚定不移地服务中国市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425542766456992","isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425192673936168,"gmtCreate":1744815630733,"gmtModify":1744817805073,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,卖出平仓. unh近期波动市况表现很好。但科技股下跌后股价更加吸引。","listText":"我平仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,卖出平仓. unh近期波动市况表现很好。但科技股下跌后股价更加吸引。","text":"我平仓了$联合健康(UNH)$ ,卖出平仓. unh近期波动市况表现很好。但科技股下跌后股价更加吸引。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425192673936168","isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422997037146312,"gmtCreate":1744298645033,"gmtModify":1744298798425,"author":{"id":"4142489888848002","authorId":"4142489888848002","name":"lingching","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142489888848002","idStr":"4142489888848002"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,虽然特朗普暂停关税90天,但未来美股前景依然不乐观,他随时都可以反口","listText":"我平仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,虽然特朗普暂停关税90天,但未来美股前景依然不乐观,他随时都可以反口","text":"我平仓了$Palantir Technologies Inc.(PLTR)$ ,虽然特朗普暂停关税90天,但未来美股前景依然不乐观,他随时都可以反口","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/422997037146312","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}