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📅 20260804 推文存档
📊 共 18 条推文
@xiaomustock
2026-08-04 15:32:38
市场预测的27年存储崩盘，结果暴跌一波又发新闻说2027全年的产能在26年年中就全卖完了。deepseek这个低价策略，搞的其他顶级模型都降价，那么用户1000美元的预算能多用好几倍的token量，存储消耗量暴增。
2026-08-04 15:26:12
这暴跌了一大波，利好就冒出来了。 存储三巨头的2027年产能售罄。
2026-08-04 14:11:29
今天选择买有三个原因， 1.adr规则要求下，8.4号刚好是股东回报分红计划可以公布的最早时间点。 2.前几天反弹后大幅回撤回来，刚好今天价格比较理想。 3.大模型公司被ds 百万token 0.02人民币远低于1美分的定价打得集体降价，势必增加更大规模的存储需求。
2026-08-04 13:59:31
刚接了一波韩股海力士156万韩元成本
2026-08-04 04:12:45
标记一下这些麻瓜机构， 他们清一色的下调了 $META 的目标价。
@JonathanDi3614
2026-08-04 15:03:23
手里的稳步向上，做好自己的标准。 大盘还是盘整的阶段，冲高回落，银行、石油压盘，一点没意外。量能放出来了，是科技硬件反弹给的信心。但明天要是续不上量，那回踩一下也很正常。 不过别慌，今天科技涨，蓝筹压；明天就可能是蓝筹托，科技调。轮着来，节奏很清晰。总基调没变：震荡上行。低吸为主，别等涨起来了再问能不能追。
@aleabitoreddit
2026-08-04 10:34:48
SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM. $SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. - Customers are being allocated only 60–70% of the volumes they initially requested - industry insiders pointed out that 2027 will enter the most severe moment of memory shortage - Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery Source: Digitimes, citing industry sources. Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.
2026-08-04 07:35:14
Be Citadel: > calls for unexpected rate hike few days ago, causing market panic > reaches out and buys billions of liquidated hedge fund AI assets > no rate hike > “Bull market drivers are fully intact”
2026-08-04 05:16:45
The bears have gone back into hibernation
@dianzhuXS
2026-08-04 09:31:24
冷不防https://open.substack.com/live-stream/306081?r=8moxkp&utm_medium=ios
2026-08-04 07:57:34
大盧2026年5月21日發帖神準預測 「後半年牆大風災」 即將又一次應驗 牆人三次意淫詛咒他國皆成「回旋鏢」 在「去日本」響徹雲霄的呼聲下 後半年第三路17級風王颱風「白海豚」依舊頭鐵的直奔精神病國 【敬畏天地，天佑善人】
@elonmusk
2026-08-04 08:18:08
RT by @elonmusk: $95 million of the Live Aid concert money in 1985 meant for starving Ethiopians bought guns for the Marxist factions fighting each other. This was the finding of a BBC investigation years after Bob Geldof’s concert raised over $125 million when the world saw the famine that killed over a million people. Ethiopia was never colonized, yet Western guilt and empathy were abused. Still remains a cautionary tale on why every dollar of aid has to be scrutinized hard or it ends up arming the people prolonging the suffering instead of feeding the ones who need it. Because as a result of this mismanagement, lives were lost DUE to millions in aid. Context: a drought hit at the same time the ruling Derg, a Marxist military junta, was collectivizing farms and diverting grain reserves to fight the rebels. The famine still happened because Marxist central planning had wrecked food production and the civil war made the drought catastrophic.
2026-08-04 07:37:23
Grok Build update http://X.ai/cli
2026-08-04 07:36:43
Starlink anywhere
2026-08-04 06:08:53
RT by @elonmusk: The beauty of Grok, now in 1080p.
2026-08-04 04:35:13
💯
2026-08-04 04:33:51
Wow
2026-08-04 00:28:34
RT by @elonmusk: The next evolution of humanity will be written in space.
生成时间：2026-08-04T08:16:02.301Z