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- 美股总舵主美股总舵主
  ·03-07
  $赤峰黄金(06693)$ 百分之一千破发
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- 美股总舵主美股总舵主
  ·02-21
  $阿里巴巴(BABA)$ 明天必跌回调，利好出尽，等一下波资金进来
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- 美股总舵主美股总舵主
  ·01-28
  $英伟达(NVDA)$ deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司
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- 美股总舵主美股总舵主
  ·01-28
  Replying to @太阳下的真汉子:当思普尼特克升空的时候，你依然还是天空底下的真汉子//@太阳下的真汉子:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了
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百分之一千破发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/410785863930256","isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197777376173942","authorId":"4197777376173942","name":"老虎老虎好威风","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4197777376173942","authorIdStr":"4197777376173942"},"content":"结果证明你是对的，已破发","text":"结果证明你是对的，已破发","html":"结果证明你是对的，已破发"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405734461243664,"gmtCreate":1740083174075,"gmtModify":1740087258080,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"<a 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deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/397212939043200","isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"content":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","text":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。","html":"主要是既然没必要上大算力，就没必要搞那么多的好芯片，需求量就少了。没哪家汽车制造商是专门靠给f1赛车供货活下来的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397133492904496,"gmtCreate":1737997688107,"gmtModify":1737997703248,"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504685758377507","authorIdStr":"3504685758377507"},"themes":[],"htmlText":"Replying 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