--- title: "LuluBaby" type: "Profile" locale: "zh-CN" url: "https://longbridge.com/zh-CN/profiles/16735152.md" datetime: "2026-09-13T23:00:42.912Z" locales: - [en](https://longbridge.com/en/profiles/16735152.md) - [zh-CN](https://longbridge.com/zh-CN/profiles/16735152.md) - [zh-HK](https://longbridge.com/zh-HK/profiles/16735152.md) generator: "portal-rs" --- # LuluBaby — Longbridge 社区用户 ## 用户信息 | 项目 | 详情 | |------|--------| | 昵称 | LuluBaby | | 主页链接 | https://longbridge.com/zh-CN/profiles/16735152 | | 粉丝 | 7 | | 关注 | 6 | | 发帖 | 85 | | 话题 | 85 | | 主页浏览 | 1 | | 获赞 | 73 | ## 最近动态 (15) - [AI 泡沫要破了吗?](https://longbridge.com/zh-CN/topics/100000000706193.md) — *2026-06-01T07:15:23.000Z* (👍 2 · 💬 2) - [$谷歌-C(GOOG.US)@Bridge Buzz SG我个人认为,GOOG 将成为下一个超越英伟达的最大公司,因为其结合了广告引擎、芯片和云业务,不仅产生了巨大的现金流,而且不像 SaaS 公司那](https://longbridge.com/zh-CN/topics/100000000664262.md) — *2026-05-18T06:14:13.000Z* - [$阿斯麦(ASML.US)@Bridge Buzz SGASML 周五遭受了 5.5% 的剧烈打击,但我仍将其视为长期机遇。半导体和极紫外光刻(EUV)的需求依然存在。ASML 在先进芯片生产领域仍保](https://longbridge.com/zh-CN/topics/100000000663536.md) — *2026-05-17T15:01:46.000Z* - [$台积电(TSM.US)@Bridge Buzz SG我真心认为台积电是目前最强劲的长期科技投资之一。AI 热潮高度依赖其芯片,而且由于产能仍远低于需求。其收入持续稳步增长。地缘政治风险确实存在,但它](https://longbridge.com/zh-CN/topics/100000000656552.md) — *2026-05-14T05:54:33.000Z* - [$AMD(AMD.US)@Bridge Buzz SG我会继续持有。该公司仍具有强大的长期增长潜力,尤其是在人工智能竞赛中对 CPU 产品的需求持续增长以及市场份额扩大的情况下。与英伟达相比,作为第二](https://longbridge.com/zh-CN/topics/100000000653258.md) — *2026-05-13T06:14:03.000Z* (👍 2) - [$英伟达(NVDA.US)@Bridge Buzz SG我持有英伟达已经两年多了,它的增长仍然让我感到惊讶,尽管它现在已经是世界上最大的公司。AI 需求持续推动企业增加支出,但投资者期望收入能更高,因](https://longbridge.com/zh-CN/topics/100000000647294.md) — *2026-05-11T13:44:22.000Z* (👍 1) - [$Coreweave(CRWV.US)@Bridge Buzz SG 在下跌时买了一点仓位。但现在我在考虑获利了结一部分。AI 的增长前景仍然很有吸引力,但波动性、债务和巨额支出是我担忧的地方,这让这](https://longbridge.com/zh-CN/topics/100000000644715.md) — *2026-05-10T05:57:07.000Z* (👍 3) - [$AMD(AMD.US)@Bridge Buzz SGAMD 在创下历史新高并疯狂飙升后,最近的下跌感觉是暂时的。鉴于投资者对人工智能和数据中心长期增长抱有很高的期望,我将保持耐心并继续持有我的股票。](https://longbridge.com/zh-CN/topics/100000000641339.md) — *2026-05-08T06:17:22.000Z* (👍 2) - [$谷歌-A(GOOGL.US)@Bridge Buzz SG 我将谷歌视为一项长期投资,并保持耐心以获取利润。我认为一旦其人工智能产品完全实现货币化,该公司将更具优势。谷歌在人工智能领域投入巨大,很快](https://longbridge.com/zh-CN/topics/100000000639001.md) — *2026-05-07T11:10:35.000Z* (👍 2) - [$英伟达(NVDA.US)【at】lImageBridge Buzz SG⊙Bridge Buzz SG♢21577539【/at 英伟达是全球市值最高的公司,但股价感觉有点被高估了。很难看到它再次突](https://longbridge.com/zh-CN/topics/100000000635985.md) — *2026-05-06T10:53:21.000Z* (👍 1) - [$台积电(TSM.US)@Bridge Buzz SG台积电最近涨得很猛,现在看起来有点贵。作为长期投资者,在这里保持谨慎是可以的,因为你总可以在回调时买入。价格可能还会反弹并测试其阻力位,但对我来说](https://longbridge.com/zh-CN/topics/100000000634034.md) — *2026-05-05T13:48:59.000Z* (👍 2) - [$阿斯麦(ASML.US)@Bridge Buzz SGASML is performing well lately, but the current price feels quite high f](https://longbridge.com/zh-CN/topics/100000000628711.md) — *2026-05-03T10:34:24.000Z* (👍 4) - [$AMD(AMD.US)@Bridge Buzz SG该公司目前看起来势头依然强劲。我会在下跌时继续买入,我的目标价是 600 美元。这可能高估了其未来的增长潜力,所以我会保持谨慎,并密切关注市场情绪](https://longbridge.com/zh-CN/topics/100000000624279.md) — *2026-05-01T04:00:46.000Z* (👍 6 · 💬 1) - [$谷歌-A(GOOGL.US)@Bridge Buzz SG我预计谷歌的财报会不错,营收应该会改善,但财报发布后股价会下跌。投资者仍然担心所有的人工智能支出和成本,尽管从长期来看,公司看起来仍然很强劲](https://longbridge.com/zh-CN/topics/100000000618318.md) — *2026-04-29T13:58:44.000Z* - [【st】$台湾积体电路制造.USrImage⊙$台湾积体电路制造.US♢台湾积体电路制造♢ST/US/TSM♢0♢0【/@Bridge Buzz SG我不认为台积电对 AI 需求的波动有那么敏感。无论](https://longbridge.com/zh-CN/topics/100000000612257.md) — *2026-04-27T13:48:12.000Z* (👍 3) ## 关注的用户 (6) - [Captain's Watch](https://longbridge.com/zh-CN/profiles/24747427.md) — Your lookout on the markets. Daily recaps across US · HK · SG, plus the trending topics moving the community — all in one place. (formerly Hotspot) - [Fattycat](https://longbridge.com/zh-CN/profiles/19854884.md) — Full Time ACCA CA Accountant with 22 years of trading experience. - [Captain Leo](https://longbridge.com/zh-CN/profiles/2070106138627633152.md) — Captain of the Longbridge Community. I keep the fleet on course — surfacing posts worth a second look and the voices worth following. - [Longbridge Academy](https://longbridge.com/zh-CN/profiles/26088512.md) — knowledge+practical trading - [Longbridge Singapore](https://longbridge.com/zh-CN/profiles/19276207.md) — Follow us for more upcoming activities, the latest market updates, and chances to win rewards! - [Captain's Treasure](https://longbridge.com/zh-CN/profiles/21577539.md) — Your home for community events. Challenges, campaigns and giveaways worth joining — with real rewards (task coins + SGD vouchers) for taking part. (formerly Bridge Buzz SG) ## 最近浏览的股票 (10) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md) - [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md) - [ASML.US](https://longbridge.com/zh-CN/quote/ASML.US.md) - [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [ETF/US/AMDL](https://longbridge.com/zh-CN/quote/ETF/US/AMDL.md) - [ETF/US/GGLS](https://longbridge.com/zh-CN/quote/ETF/US/GGLS.md) - [ETF/US/GGLL](https://longbridge.com/zh-CN/quote/ETF/US/GGLL.md) - [04335.HK](https://longbridge.com/zh-CN/quote/04335.HK.md) --- > **免责声明: 本文仅供参考,不构成任何投资建议。**