---
title: "熊猫校长Ming"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/16386316.md"
description: "熊猫校长 Ming（MingPanda）
过去20年研究IT基础设施，今天研究AI基础设施。
投资是认知的最终考试。
CCIE#9748"
datetime: "2026-07-30T20:02:42.544Z"
locales:
  - [en](https://longbridge.com/en/profiles/16386316.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/16386316.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/16386316.md)
---

# 熊猫校长Ming — Longbridge Community Profile

> 熊猫校长 Ming（MingPanda）
过去20年研究IT基础设施，今天研究AI基础设施。
投资是认知的最终考试。
CCIE#9748

## User Info

| Item | Detail |
|------|--------|
| Name | 熊猫校长Ming |
| Bio | 熊猫校长 Ming（MingPanda）
过去20年研究IT基础设施，今天研究AI基础设施。
投资是认知的最终考试。
CCIE#9748 |
| Profile URL | https://longbridge.com/en/profiles/16386316 |
| Followers | 774 |
| Following | 6 |
| Posts | 360 |
| Topics | 219 |
| Profile Views | 158 |
| Likes Received | 865 |

## Recent Activities (15)

- [1. Microsoft: Buildings are expanding, and tenants have started paying rent.The most important aspec](https://longbridge.com/en/news/43065964.md) — *2026-07-30T06:41:34.000Z* (👍 2)
- [Woke up this morning to check the earnings reports, and I finally got answers from two "landlord](https://longbridge.com/en/news/43056766.md) — *2026-07-30T01:17:19.000Z* (👍 2)
- [Meta, Microsoft Earnings: The AI construction site hasn't stopped, have the tenants arrived?](https://longbridge.com/en/news/43056125.md) — *2026-07-30T00:58:27.000Z* (💬 4)
- [4. High profit is not the end goal; cloud providers are the ultimate payers.We must also retain the ](https://longbridge.com/en/news/43034822.md) — *2026-07-29T13:14:35.000Z* (👍 3)
- [3. Why do I value HBM more than optics?This doesn't mean optical communication lacks value.When data](https://longbridge.com/en/news/43028975.md) — *2026-07-29T08:28:40.000Z* (👍 1)
- [This is also why I am more inclined to be bullish on SK Hynix today: In this round of budget screeni](https://longbridge.com/en/news/43026559.md) — *2026-07-29T06:55:00.000Z* (👍 3)
- [Last night, many who were bullish on AI hard tech probably didn't sleep well.The US stock market was](https://longbridge.com/en/news/43025573.md) — *2026-07-29T06:11:17.000Z* (👍 4 · 💬 1)
- [SK Hynix Earnings: AI Hard Tech Collective Pullback, Why I Am More Bullish on HBM?](https://longbridge.com/en/news/43024172.md) — *2026-07-29T05:13:33.000Z* (👍 6)
- [The rhythm of optical communications hasn't reached that stage yet. It's fine if we extend the timel](https://longbridge.com/en/news/43010131.md) — *2026-07-28T22:36:47.000Z* (💬 1)
- [I. First, clearly understand CXMT's current position today.CXMT's most mature and largest-scale prod](https://longbridge.com/en/news/42985647.md) — *2026-07-28T09:49:34.000Z* (👍 4)
- [A strange question emerged in the storage industry yesterday.In Shanghai, CXMT's market cap hit 3 tr](https://longbridge.com/en/news/42973529.md) — *2026-07-28T01:19:02.000Z* (👍 6)
- [CXMT's 3 Trillion: Why is a DRAM ticket selling at the price of an AI First-Class cabin?](https://longbridge.com/en/news/42972105.md) — *2026-07-28T00:03:26.000Z* (👍 1)
- [IV. Of course, there is another completely valid perspective.I need to state the case fully.There is](https://longbridge.com/en/news/42958338.md) — *2026-07-27T14:04:54.000Z* (👍 1 · 💬 1)
- [3. Landlords and Long-term Laborers: The Cycle of Selling Shovels, Written in the Landlord's Cash Fl](https://longbridge.com/en/news/42953015.md) — *2026-07-27T12:07:32.000Z* (👍 1 · 💬 8)
- [II. So why can't these tech giants stop burning cash, even though they know it?Because they all reme](https://longbridge.com/en/news/42952441.md) — *2026-07-27T11:19:10.000Z* (👍 8)

## Following (6)

- [股主管理局](https://longbridge.com/en/profiles/12158957.md) — 挖掘更多、更有价值的有Alpha用户！欢迎@我自荐/推荐，咨询股主可添加小助手微信：LB-community
- [价值&投资](https://longbridge.com/en/profiles/3090.md) — 和时间做朋友！有点钱之上的追求会让你更有钱！
- [长桥很好用](https://longbridge.com/en/profiles/17025349.md) — 看到有用的就分享，不做投资建议，独立思考的人赚大钱，赠人玫瑰，手有余香。
- [闪迪](https://longbridge.com/en/profiles/1101573.md)
- [Dolphin Research](https://longbridge.com/en/profiles/2106669.md) — 有灵魂的思考、有态度的研究
- [直播君](https://longbridge.com/en/profiles/3749227.md) — 各类财经直播都在这里！

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**