Profile - To The Moon

Pan the man

投资如种菜，撒下种子，静候花开。播下耐心，收获财富！

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- Pan the manPan the man
  ·12-23 02:31
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- Pan the manPan the man
  ·12-23 02:31
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- Pan the manPan the man
  ·12-23 02:31
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- Pan the manPan the man
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- Pan the manPan the man
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- Pan the manPan the man
  ·12-22 23:42
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- Pan the manPan the man
  ·12-22 23:38
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- Pan the manPan the man
  ·12-04
  $Marvell Technology(MRVL)$ 如果你认为： • AI 数据中心未来 5–10 年仍将高速扩张 • 云厂商一定会走“自研芯片 + 降本增效”路线 • 数据中心互连和定制 ASIC 是长期趋势那么： • MRVL 是一个极具性价比的“AI 基础设施核心成长股”
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- Pan the manPan the man
  ·10-03
  $Regeneron Pharmaceuticals(REGN)$ 辉瑞与特朗普政府的协议释放了一个信号：在美国市场，药企需要通过“降价换市场”的方式适应新政，但能率先达成协议的公司，反而能获得政策庇护和投资者信心。在这一趋势下，Regeneron (REGN) 兼具强劲研发能力、核心药物护城河、与政府合作基础和稳健财务表现，极具投资价值。
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- Pan the manPan the man
  ·10-02
  $Stellantis NV(STLA)$ 汽车制造商斯泰兰蒂斯集团（Stellantis）与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布，将扩大双方现有合作关系，以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用
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Technology(MRVL)$&nbsp;</a>如果你认为： • AI 数据中心未来 5–10 年仍将高速扩张 • 云厂商一定会走“自研芯片 + 降本增效”路线 • 数据中心互连和定制 ASIC 是长期趋势 那么： • MRVL 是一个极具性价比的“AI 基础设施核心成长股”","listText":"<a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a>如果你认为： • AI 数据中心未来 5–10 年仍将高速扩张 • 云厂商一定会走“自研芯片 + 降本增效”路线 • 数据中心互连和定制 ASIC 是长期趋势 那么： • MRVL 是一个极具性价比的“AI 基础设施核心成长股”","text":"$Marvell Technology(MRVL)$ 如果你认为： • AI 数据中心未来 5–10 年仍将高速扩张 • 云厂商一定会走“自研芯片 + 降本增效”路线 • 数据中心互连和定制 ASIC 是长期趋势 那么： • MRVL 是一个极具性价比的“AI 基础设施核心成长股”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1425,"commentSize":1,"repostSize":38,"link":"https://ttm.financial/post/507237131727288","isVote":1,"tweetType":1,"viewCount":2821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274784832471","authorId":"3479274784832471","name":"quiettt","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274784832471","idStr":"3479274784832471"},"content":"The logic is closed loop, and the data center can understand this wave thoroughly!","text":"The logic is closed loop, and the data center can understand this wave thoroughly!","html":"The logic is closed loop, and the data center can understand this wave thoroughly!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484948624110176,"gmtCreate":1759426242524,"gmtModify":1763063092369,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the 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兼具强劲研发能力、核心药物护城河、与政府合作基础和稳健财务表现，极具投资价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484948624110176","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484889665909344,"gmtCreate":1759411848432,"gmtModify":1761597110826,"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STLA\">$Stellantis NV(STLA)$&nbsp;</a>汽车制造商斯泰兰蒂斯集团（Stellantis）与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布，将扩大双方现有合作关系，以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用","listText":"<a href=\"https://ttm.financial/S/STLA\">$Stellantis NV(STLA)$&nbsp;</a>汽车制造商斯泰兰蒂斯集团（Stellantis）与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布，将扩大双方现有合作关系，以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用","text":"$Stellantis NV(STLA)$ 汽车制造商斯泰兰蒂斯集团（Stellantis）与法国人工智能公司 Mistral AI 于周三在联合新闻稿中宣布，将扩大双方现有合作关系，以在斯泰兰蒂斯集团的各项业务运营中进一步推动人工智能应用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":144,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/484889665909344","isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}