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自由與躺平

    • 自由與躺平自由與躺平
      ·06-05 22:41
      Tencent’s public fireside chat between SVP Dowson Tong and Chief AI Scientist Yao Shunyu as a signal of strategic alignment and confidence. Conclusion: The event is a positive near-term indicator for Tencent’s AI narrative, signaling that management is publicly aligned behind its AI strategy. This reduces strategic ambiguity risk and could re-rate investor perception of Tencent’s AI execution potential. Key Information: Signal of Strategic Cohesion: Publicly hosting a debate between an AI scientist and a business head is unusual. It suggests the company is confident enough in its roadmap to let top figures engage in open, non-scripted dialogue, implying internal disagreements have been resolved or are constructive. Talent Validation: Co-presenting Yao Shunyu, a highly sought-after ex-OpenA
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    • 自由與躺平自由與躺平
      ·06-05 19:34
      [惊讶]  
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    • 自由與躺平自由與躺平
      ·06-02
      $新传企划(01284)$ 
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    • 自由與躺平自由與躺平
      ·05-29
      $润华服务(02455)$ 
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    • 自由與躺平自由與躺平
      ·05-24
      Expecting to join
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    • 自由與躺平自由與躺平
      ·05-16
      Elon is a religious. Space x is a must

      【🎁有獎話題】Cerebras上市首日股價飆升，美股開啟AI巨頭IPO大年？

      @虎港通：
      小虎們，隨著特朗普帶諸多美頂級企業高管訪華引起諸多熱議時，美股市場的AI盛宴仍在繼續！[Cool] AI新星芯片製造商 $Cerebras Systems(CBRS)$ 上市首日飆漲進70%，推動了美 $標普500(.SPX)$ $納斯達克(.IXIC)$ 繼續上升，這為備受期待的AI企業IPO大年拉開了序幕！[666] 事實上26年將有諸多美股的超級巨頭排隊上市，例如即將上市的Space X，此外還有Open AI，Anthropic等超大型AI IPO計劃上市！[Allin] 那麼在這個由「AI 基礎設施建設」與「頂級AI巨獸上市」共同驅動的大年，我們現在應該如何投資美股打新呢？[YoYo] 一、Cerebras打響第一槍：史上最大AI IPO火爆登場 美東時間5月14日，AI芯片公司 $Cerebras Systems(CBRS)$ 以股票代碼CBRS正式登陸納斯達克。開盤報385美元，較185美元的發行價大漲89%，盤中漲幅一度擴大至近109%、市值突破千億美元，最終收漲68%，市值約950億美元。 $Cerebras Systems(CBRS)$ 此次IPO表現極爲火爆： 募資規模創紀錄：此次IPO定價185美元/股（較最初指導區間低端上漲近61%），發行3000萬股，募資55.5億美元，爲2026年迄今美國最大IPO，也是"有史以來規模最
      【🎁有獎話題】Cerebras上市首日股價飆升，美股開啟AI巨頭IPO大年？
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    • 自由與躺平自由與躺平
      ·05-09
      The upcoming 2 trillion super IPO tsunami will carry out a bloody stress test on market liquidity at any time.
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    • 自由與躺平自由與躺平
      ·05-08
      This etf is great
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    • 自由與躺平自由與躺平
      ·05-06
      Toto Ltd. is indeed an AI-related stock, but not through traditional computing hardware like GPUs; rather, it has emerged as a critical "hidden champion" in the AI supply chain due to its dominant position in manufacturing electrostatic chucks (ESCs)made of advanced ceramics, which are essential components for producing NAND flash memory chips required by AI data centers $Toto Ltd.(TOTDF)$  
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    • 自由與躺平自由與躺平
      ·05-03
      Goog profolio

      GOOG’s $200B Bet: Owning the Future of AI, Space, and Data

      @Michael Esther：
      $Alphabet(GOOG)$ invested in to make $200B so far: 1. SPACEX → ~$1.25T–$2T Satellite internet + launch dominance, controls global infrastructure 2. Anthropic → ~$350B–$1T+ Frontline AI models powering enterprise + next-gen intelligence stack 3. Databricks → ~$134B AI + data backbone enabling enterprises to train and deploy models 4. Stripe → ~$150B+ Global payments infrastructure powering internet commerce and financial rails 5. Epic Games → ~$30B+ (est.) Owns Unreal Engine, building metaverse + real-time 3D ecosystems 6. $AST SpaceMobile, Inc.(ASTS)$ → ~$5B–$10B (est.) Space-based cellular network connecting phones directly via satellites 7. Planet Labs → ~$2B–$4B (est.) Earth data + geospatial intellige
      GOOG’s $200B Bet: Owning the Future of AI, Space, and Data
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