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马甲
马甲
·
02-20
撤离得了。时代不同了。
非常抱歉，此主贴已删除
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马甲
马甲
·
02-20
估计还要跌一天，前天发股票了，预扣税卖35%，然后拿到股票的要卖也是这两天。高点嘛
【美股异动｜Meta续跌超2% 此前结束二十连涨 官宣首届LlamaCon大会】Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)
Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)
【美股异动｜Meta续跌超2% 此前结束二十连涨 官宣首届LlamaCon大会】Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)
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马甲
马甲
·
02-14
有数据安全法的，何必为了中国市场单独自己搞一个，成本不合算。中国外区域有各大模型，接入就好。目前市场大，没必要吃全产业链。
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马甲
马甲
·
01-23
h据说降80%
瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元
瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向Blackwell。”Arcuri补充道：“因此，我们现在看到Blackwell在1月份的收入约为90亿美元，但我们认为Hopper在1月份会下降。我们预计第四季度(1月)收入为420亿美元，第一季度(4月)仍为470亿美元。”
瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元
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马甲
马甲
·
01-13
大回调可能到100，问题是可能不会大回调
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马甲
马甲
·
2024-12-27
希望能破150，但是可能涨完当周又回来，在1.17处的call wall打破很难。140/150都有几十万的单。
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马甲
马甲
·
2024-12-19
$谷歌A(GOOGL)$
等你会16x，全仓正股与lrap call睡觉能安稳
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马甲
马甲
·
2024-12-11
商用还早，估计商业也不是G家，大公司病严重。起大早赶晚集。
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马甲
马甲
·
2024-12-07
$英伟达(NVDA)$
果然是想往140打。收割掉全部
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马甲
马甲
·
2024-12-05
$Carvana Co.(CVNA)$
加油，早日到新高
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Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也...</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/02/19225848267105.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://24h.jrj.com.cn/2025/02/19225848267105.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512485885","content_text":"Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403475095253192,"gmtCreate":1739529365894,"gmtModify":1739529367940,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492666186842287","authorIdStr":"3492666186842287"},"themes":[],"htmlText":"有数据安全法的，何必为了中国市场单独自己搞一个，成本不合算。中国外区域有各大模型，接入就好。目前市场大，没必要吃全产业链。","listText":"有数据安全法的，何必为了中国市场单独自己搞一个，成本不合算。中国外区域有各大模型，接入就好。目前市场大，没必要吃全产业链。","text":"有数据安全法的，何必为了中国市场单独自己搞一个，成本不合算。中国外区域有各大模型，接入就好。目前市场大，没必要吃全产业链。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403475095253192","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395406416654704,"gmtCreate":1737562769833,"gmtModify":1737562771772,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492666186842287","authorIdStr":"3492666186842287"},"themes":[],"htmlText":"h据说降80%","listText":"h据说降80%","text":"h据说降80%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395406416654704","repostId":"2505513517","repostType":2,"repost":{"id":"2505513517","kind":"news","pubTimestamp":1737512155,"share":"https://www.laohu8.com/m/news/2505513517?lang=&edition=full","pubTime":"2025-01-22 10:15","market":"sh","language":"zh","title":"瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2505513517","media":"智通财经","summary":"瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向Blackwell。”Arcuri补充道：“因此，我们现在看到Blackwell在1月份的收入约为90亿美元，但我们认为Hopper在1月份会下降。我们预计第四季度(1月)收入为420亿美元，第一季度(4月)仍为470亿美元。”","content":"<html><head></head><body><p>1月22日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票自上次报告季度业绩以来股价基本持平，但鉴于对Blackwell生产的乐观情绪，投资公司瑞银预计该公司最新生产线的收入将超过此前的预期。瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。</p><p>Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向Blackwell。”此外，根据富士康的最新业绩，英伟达可能面临的任何硬件问题“最近都有了显著改善”，因为该公司正在向合作伙伴交付B200和GB200处理器，机架交货已经开始。</p><p>Arcuri补充道：“因此，我们现在看到Blackwell在1月份的收入约为90亿美元(而之前的预期约为50亿美元，供应链能力能够支持高达140亿美元)，但我们认为Hopper在1月份会下降。我们预计第四季度(1月)收入为420亿美元(数据中心)，第一季度(4月)仍为470亿美元。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1241627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1241627.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2505513517","content_text":"1月22日，英伟达的股票自上次报告季度业绩以来股价基本持平，但鉴于对Blackwell生产的乐观情绪，投资公司瑞银预计该公司最新生产线的收入将超过此前的预期。瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向Blackwell。”此外，根据富士康的最新业绩，英伟达可能面临的任何硬件问题“最近都有了显著改善”，因为该公司正在向合作伙伴交付B200和GB200处理器，机架交货已经开始。Arcuri补充道：“因此，我们现在看到Blackwell在1月份的收入约为90亿美元(而之前的预期约为50亿美元，供应链能力能够支持高达140亿美元)，但我们认为Hopper在1月份会下降。我们预计第四季度(1月)收入为420亿美元(数据中心)，第一季度(4月)仍为470亿美元。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392193544384784,"gmtCreate":1736781409069,"gmtModify":1736781411710,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492666186842287","authorIdStr":"3492666186842287"},"themes":[],"htmlText":"大回调可能到100，问题是可能不会大回调","listText":"大回调可能到100，问题是可能不会大回调","text":"大回调可能到100，问题是可能不会大回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/392193544384784","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":1,"crmLevelSwitch":0,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"content":"不可能的，到 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