Profile - To The Moon

KikiW

Posts · 10Posts · 10
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Followers · 0Followers · 0

- KikiWKikiW
  ·03-20
  [财迷]
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- KikiWKikiW
  ·03-20
  [财迷]
  7 Comment
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- KikiWKikiW
  ·03-19
  [微笑]
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- KikiWKikiW
  ·03-14
  [微笑]
  @Mad Chen Hedge：
  $NVDA 20260316 190.0 CALL$ 失敗失敗，沒想到週五回這樣
  $NVDA 20260316 190.0 CALL$ 失敗失敗，沒想到週五回這樣
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- KikiWKikiW
  ·03-14
  [微笑]
  @沉穩：
  $英偉達(NVDA)$ 輝達已不再只是晶片公司，而是「AI 基礎設施供應商」。隨著 2025 年末 Blackwell 平臺在大規模部署中表現出的極高效能，輝達在伺服器市場的市佔率穩居 90% 以上。最新新聞指出，各國「主權 AI」建設浪潮興起，各國政府直接向輝達採購晶片以建立國家級算力，這為其提供了非循環性的穩定訂單。儘管面臨挑戰，但輝達的 CUDA 生態護城河極深，其毛利率維持在驚人的 75% 左右，買入 NVDA 是賭注於 AI 算力需求在未來五年內依然處於嚴重供不應求的狀態。
  $英偉達(NVDA)$ 輝達已不再只是晶片公司，而是「AI 基礎設施供應商」。隨著 2025 年末 Blackwell 平臺在大規模部署中表現出的極高效能，輝達在伺服器市場的市佔率穩居 90% 以上。最新新聞指出，各國「主權 AI」建設浪潮興起，各國政府直接向輝達採購晶片以建立國家級算力，這為其提供了非循環性的穩定訂單。儘管面臨挑戰，但輝達的 CUDA 生態護城河極深，其毛利率維持在驚人的 75% 左右，買入 NVDA 是賭注於 AI 算力需求在未來五年內依然處於嚴重供不應求的狀態。
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- KikiWKikiW
  ·02-22
  [微笑] [开心] [财迷] [呆住]
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- KikiWKikiW
  ·02-22
  [微笑] [财迷] [呆住] [得意]
  6.24K 1
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- KikiWKikiW
  ·02-03
  easy trade in tiger[财迷]
  464 Comment
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- KikiWKikiW
  ·02-03
  will end soon [得意]
  346 Comment
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- KikiWKikiW
  ·02-03
  [微笑] [开心] [财迷]
  408 Comment
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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":206,"commentSize":1,"repostSize":127,"link":"https://ttm.financial/post/535374532711144","isVote":1,"tweetType":1,"viewCount":9164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":535373773538688,"gmtCreate":1771728204503,"gmtModify":1771733781589,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"[微笑]&nbsp; [财迷]&nbsp; [呆住]&nbsp; [得意]&nbsp;&nbsp;","listText":"[微笑]&nbsp; [财迷]&nbsp; [呆住]&nbsp; [得意]&nbsp;&nbsp;","text":"[微笑] [财迷] [呆住] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":143,"commentSize":1,"repostSize":72,"link":"https://ttm.financial/post/535373773538688","isVote":1,"tweetType":1,"viewCount":6239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528819205509552,"gmtCreate":1770128293992,"gmtModify":1770129244423,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"easy trade in tiger[财迷]&nbsp;&nbsp;","listText":"easy trade in tiger[财迷]&nbsp;&nbsp;","text":"easy trade in tiger[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528819205509552","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528818846369320,"gmtCreate":1770128235063,"gmtModify":1770129244957,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"will end soon [得意]&nbsp;&nbsp;","listText":"will end soon [得意]&nbsp;&nbsp;","text":"will end soon [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528818846369320","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528818734130304,"gmtCreate":1770128184693,"gmtModify":1770129244160,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"[微笑]&nbsp; [开心]&nbsp; [财迷]&nbsp;&nbsp;","listText":"[微笑]&nbsp; [开心]&nbsp; [财迷]&nbsp;&nbsp;","text":"[微笑] [开心] 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