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黑天鹅本人
07-21 20:13
$亚马逊(AMZN)$
完全就是Jeff B带下来的。估计得跌一个月,等他卖完,才有机会涨了。
黑天鹅本人
07-21 20:05
$特斯拉(TSLA)$
特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大
黑天鹅本人
07-16
$Marathon Digital Holdings Inc(MARA)$
强势看涨!接下来两个比较重要的压力位,也是必然被强势突破的压力位:25.28.和34。目标位暂时看到80,中途有刹车的情况,目标位在随时调整!
黑天鹅本人
07-16
$苹果(AAPL)$
$英伟达(NVDA)$
我之前就说过,这段时间美股的上涨,吃的是美元回流的流动性溢价。比特币闪崩其实是信号了,老美CPI低于预期,降息信号明显,那么美元要流出去。报团自然就崩了。这也是为什么我最近不参与英伟达产业链以及苹果产业链炒作的原因,因为随时可能崩。
黑天鹅本人
07-10
$苹果(AAPL)$
这走势太稳健了,年化20%随便啦,巴菲特也不过如此
黑天鹅本人
07-10
$Palantir Technologies Inc.(PLTR)$
虽然我希望涨,但是看著像出货,真烦,醒醒振作一点好吗
黑天鹅本人
07-10
$腾讯控股(00700)$
近年来,腾讯这家互联网巨头可谓风波不断,股价起伏不定,引发了市场的广泛关注。现从腾讯的基本面改善、视频号的崛起及其对广告业务的推动,以及腾讯经营策略的转变三个方面做一下简要思考分析:一、基本面改善:从节流到高毛利率业务驱动腾讯过去几年面临着新业务未达预期、原有业务疲态尽显的困境。 在此背景下,公司采取了削减期间费用和出售投资资产等节流措施来稳定净利润。然而,真正让市场看到希望的是,腾讯基本面的实质性改善,尤其是毛利率的回升。这一转变并非单纯依靠节流,而是得益于高毛利率业务的增长,其中视频号功不可没。视频号依托微信庞大的社交生态,迅速崛起为我国第三大短视频平台,不仅拉动了用户时长的增加,还为腾讯广告业务提供了新的增长点。随着视频号广告主的构成日益丰富,尤其是综合电商的加入,腾讯广告业务的抗风险能力显著增强,毛利率也因此得到提升。二、视频号:腾讯的新增长点视频号的崛起不仅为腾讯带来了广告收入的增长,更重要的是,它完善了腾讯的广告主构成,使得腾讯在电商领域的广告价值得以释放。此前,受限于零售生态的缺失,腾讯在电商广告上一直难以有所作为。 而视频号的带货直播业务为腾讯打开了新的大门,让其在电商广告领域找到了新的突破口。此外,腾讯游戏业务也在向“利润驱动”转型,通过优化渠道策略提升游戏利润率。这些举措共同推动了腾讯基本面的改善。三、经营策略转变:聚焦核心,回报股东面对内外部环境的深刻变化,腾讯不得不重新审视其经营策略。过去,腾讯以成长性为荣,倾向于将利润进行再投资。然而,随着投资业务占比过高带来的弊端日益显现,腾讯不得不开始收缩投资业务,聚焦核心主流业务。同时,腾讯还通过回购和分红等方式提高投资者的现金回报率,以稳定短期市
黑天鹅本人
07-10
$英特尔(INTC)$
Intel唯一的机会就是之前直接拆分变为设计的Fabless Intel和独立Fab。 目前这个一体化老模式根本走不通的。芯片设计界几乎所有大客户都是Intel的竞争对手,就因为一个利益冲突conflict of interest都无法拿到大客户的主力订单。Intel以前的荣光是无法恢复的。因为以前在CPU服务器Intel是99%份额,而现在就算制程赶上来和TSMC持平,那也无法恢复99%份额,拿不到以前的绝对垄断利润。AMD那30~40%份额已经稳住了,而且今年到2025年还会继续提升。目前Intel唯一还行的客户端我预计份额也会开始下降,AMD Zen5的笔记本产能开始发力了,并且Intel 13,14代的I7 I9稳定性的严重问题大幅度的削弱了品牌声誉,同时对手的X3D系列的品牌声誉也越来越好。 Intel现在的产品在性能,能效比,稳定性,兼容性全面输给对手,也就是靠之前几十年的品牌声誉支撑着。过去几年除了Intel之外的几乎所有芯片硬件商股价都大涨。。。NV,AMD,高通,TSMC,ASML,美光,甚至OEM们联想,Dell等都是大涨,整个产业链只有Intel一家企业不涨,其他全在狂欢。
黑天鹅本人
07-07
$苹果(AAPL)$
是的,短期看是贵了点,但是长期看肯定是最牛的公司。估计过段时间跌一点又有很多人出来说苹果在走下坡路,苹果要完。韭菜永远都是这样的
黑天鹅本人
07-06
$Faraday Future(FFIE)$
如果,一旦40合一,1所有投资人会破产。2:股价很快又会跌回一美元以下。3:恶果是没有资本敢给FF融资。4:FF将陷入债转股,合股无限循环的怪圈。一旦40合一,即将意味着FF彻底走向死路一条。
黑天鹅本人
07-04
$英伟达(NVDA)$
英伟达热度降低了,不是个好信号,第一牛股不该有这种待遇
黑天鹅本人
07-03
$美国超微公司(AMD)$
这股形态没坏,早晚做双顶,所以还有一波呢!不出意外财报出轮到它涨了
黑天鹅本人
07-02
$蔚来(NIO)$
蔚来销量的上升营销政策是一方面,更多还是来源于纯电整个大盘子的增长,这个要感谢小米,我个人认为销量会有一定持续性,甚至后面也有一定机会再摸下高,蔚来最核心的问题还是解决好经营效率的问题,一些投入上的取舍
黑天鹅本人
07-02
$英伟达(NVDA)$
现在做空英伟达太早了,看看利弗莫尔做空的场景吧!感觉完全可以套用!大选之后,或许可以大肆做空英伟达
黑天鹅本人
07-01
$小米集团-W(01810)$
大跌的真正原因是现金流无法兑现为分红,只能划为苦逼的制造业,随时可能栽跟头,加上从二级市场吸血的不断减持和增发,无解。
黑天鹅本人
06-30
$Rivian Automotive, Inc.(RIVN)$
资本市场很有意思,老奸巨猾的空头们会用各种方式去淡化大众投资Rivian的利好。一会说股权被稀释啦,一会儿又说Rivian等不到大众明后年的投资就倒在黎明前……在我看来过去大众在北美市场蛮失败的,中低端车型被Toyota打得体无完肤,现在中国市场又掉链子,未来必须在北美市场有所作为,不然就悬了。德国人现在想明白了,学我们弯道超车,通过与Rivian的合作,补上最受消费者欢迎的皮卡,并补强EV AI车载软件这个弱项。说不定未来有一天能通过与Rivian的合作与Toyota在北美市场扳手腕尽管利好,但还是希望通过强强合作,Rivian能借此机会补齐自身短板,尤其是管理层的执行力和零配件议价能力。当年奔驰差不多和Rivian谈好,合资在东欧联合建厂造EVan。后来也因为Rivian手头紧,无法共同分担投资而作罢。现在算是让大众捡了个便宜,使其在欧洲EVan市场将来有能力与奔驰一决高下……与Rivian的合作多多利好德国大众。
黑天鹅本人
06-30
$英伟达(NVDA)$
我再讲一遍,任何技术分析都解释不了英伟达的走势!目前为止没有任何一个技术分析派手里是有英伟达这只股票的,这个不用犟,没有就是没有,我仅仅说一个事实,我说这个的目的是👉不要在特斯拉上再次犯同样的错,我只讲这最后一遍,好了就这样了
黑天鹅本人
06-30
$亚马逊(AMZN)$
$苹果(AAPL)$
$英伟达(NVDA)$
资金在轮流拉科技巨头,让指数一直在涨。亚马逊这波资金拉完之后,估计要回去拉苹果和英伟达了。
黑天鹅本人
06-17
$Coinbase Global, Inc.(COIN)$
币股近期有点儿走弱,但是不建议逢高做空,etf的建立已经让比特币和以太坊等主流币基本脱离小众,不会像以前那样动不动爆插10厘米了
黑天鹅本人
06-12
$Marathon Digital Holdings Inc(MARA)$
我把Mara卖了,币股只留了交易所了。矿股越来越看不懂了。
去老虎APP查看更多动态
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那大饼怕不是得12w+了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328101416919264,"gmtCreate":1721125831862,"gmtModify":1721126143742,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 我之前就说过,这段时间美股的上涨,吃的是美元回流的流动性溢价。比特币闪崩其实是信号了,老美CPI低于预期,降息信号明显,那么美元要流出去。报团自然就崩了。这也是为什么我最近不参与英伟达产业链以及苹果产业链炒作的原因,因为随时可能崩。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 我之前就说过,这段时间美股的上涨,吃的是美元回流的流动性溢价。比特币闪崩其实是信号了,老美CPI低于预期,降息信号明显,那么美元要流出去。报团自然就崩了。这也是为什么我最近不参与英伟达产业链以及苹果产业链炒作的原因,因为随时可能崩。","text":"$苹果(AAPL)$ $英伟达(NVDA)$ 我之前就说过,这段时间美股的上涨,吃的是美元回流的流动性溢价。比特币闪崩其实是信号了,老美CPI低于预期,降息信号明显,那么美元要流出去。报团自然就崩了。这也是为什么我最近不参与英伟达产业链以及苹果产业链炒作的原因,因为随时可能崩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328101416919264","isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544330455077536","authorId":"3544330455077536","name":"哟小老板皮的不谈","avatar":"https://static.tigerbbs.com/897dea46aef1f77136727bff10df46ef","crmLevel":4,"crmLevelSwitch":0},"content":"美元是哪里流到哪里🤣","text":"美元是哪里流到哪里🤣","html":"美元是哪里流到哪里🤣"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326130273284376,"gmtCreate":1720624185985,"gmtModify":1720624187563,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 这走势太稳健了,年化20%随便啦,巴菲特也不过如此","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 这走势太稳健了,年化20%随便啦,巴菲特也不过如此","text":"$苹果(AAPL)$ 这走势太稳健了,年化20%随便啦,巴菲特也不过如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326130273284376","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326129482104832,"gmtCreate":1720624069062,"gmtModify":1720624070685,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"0\"></v-v> 虽然我希望涨,但是看著像出货,真烦,醒醒振作一点好吗","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"0\"></v-v> 虽然我希望涨,但是看著像出货,真烦,醒醒振作一点好吗","text":"$Palantir Technologies Inc.(PLTR)$ 虽然我希望涨,但是看著像出货,真烦,醒醒振作一点好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326129482104832","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326118048174360,"gmtCreate":1720621201338,"gmtModify":1720621987630,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 近年来,腾讯这家互联网巨头可谓风波不断,股价起伏不定,引发了市场的广泛关注。现从腾讯的基本面改善、视频号的崛起及其对广告业务的推动,以及腾讯经营策略的转变三个方面做一下简要思考分析:一、基本面改善:从节流到高毛利率业务驱动腾讯过去几年面临着新业务未达预期、原有业务疲态尽显的困境。 在此背景下,公司采取了削减期间费用和出售投资资产等节流措施来稳定净利润。然而,真正让市场看到希望的是,腾讯基本面的实质性改善,尤其是毛利率的回升。这一转变并非单纯依靠节流,而是得益于高毛利率业务的增长,其中视频号功不可没。视频号依托微信庞大的社交生态,迅速崛起为我国第三大短视频平台,不仅拉动了用户时长的增加,还为腾讯广告业务提供了新的增长点。随着视频号广告主的构成日益丰富,尤其是综合电商的加入,腾讯广告业务的抗风险能力显著增强,毛利率也因此得到提升。二、视频号:腾讯的新增长点视频号的崛起不仅为腾讯带来了广告收入的增长,更重要的是,它完善了腾讯的广告主构成,使得腾讯在电商领域的广告价值得以释放。此前,受限于零售生态的缺失,腾讯在电商广告上一直难以有所作为。 而视频号的带货直播业务为腾讯打开了新的大门,让其在电商广告领域找到了新的突破口。此外,腾讯游戏业务也在向“利润驱动”转型,通过优化渠道策略提升游戏利润率。这些举措共同推动了腾讯基本面的改善。三、经营策略转变:聚焦核心,回报股东面对内外部环境的深刻变化,腾讯不得不重新审视其经营策略。过去,腾讯以成长性为荣,倾向于将利润进行再投资。然而,随着投资业务占比过高带来的弊端日益显现,腾讯不得不开始收缩投资业务,聚焦核心主流业务。同时,腾讯还通过回购和分红等方式提高投资者的现金回报率,以稳定短期市","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 近年来,腾讯这家互联网巨头可谓风波不断,股价起伏不定,引发了市场的广泛关注。现从腾讯的基本面改善、视频号的崛起及其对广告业务的推动,以及腾讯经营策略的转变三个方面做一下简要思考分析:一、基本面改善:从节流到高毛利率业务驱动腾讯过去几年面临着新业务未达预期、原有业务疲态尽显的困境。 在此背景下,公司采取了削减期间费用和出售投资资产等节流措施来稳定净利润。然而,真正让市场看到希望的是,腾讯基本面的实质性改善,尤其是毛利率的回升。这一转变并非单纯依靠节流,而是得益于高毛利率业务的增长,其中视频号功不可没。视频号依托微信庞大的社交生态,迅速崛起为我国第三大短视频平台,不仅拉动了用户时长的增加,还为腾讯广告业务提供了新的增长点。随着视频号广告主的构成日益丰富,尤其是综合电商的加入,腾讯广告业务的抗风险能力显著增强,毛利率也因此得到提升。二、视频号:腾讯的新增长点视频号的崛起不仅为腾讯带来了广告收入的增长,更重要的是,它完善了腾讯的广告主构成,使得腾讯在电商领域的广告价值得以释放。此前,受限于零售生态的缺失,腾讯在电商广告上一直难以有所作为。 而视频号的带货直播业务为腾讯打开了新的大门,让其在电商广告领域找到了新的突破口。此外,腾讯游戏业务也在向“利润驱动”转型,通过优化渠道策略提升游戏利润率。这些举措共同推动了腾讯基本面的改善。三、经营策略转变:聚焦核心,回报股东面对内外部环境的深刻变化,腾讯不得不重新审视其经营策略。过去,腾讯以成长性为荣,倾向于将利润进行再投资。然而,随着投资业务占比过高带来的弊端日益显现,腾讯不得不开始收缩投资业务,聚焦核心主流业务。同时,腾讯还通过回购和分红等方式提高投资者的现金回报率,以稳定短期市","text":"$腾讯控股(00700)$ 近年来,腾讯这家互联网巨头可谓风波不断,股价起伏不定,引发了市场的广泛关注。现从腾讯的基本面改善、视频号的崛起及其对广告业务的推动,以及腾讯经营策略的转变三个方面做一下简要思考分析:一、基本面改善:从节流到高毛利率业务驱动腾讯过去几年面临着新业务未达预期、原有业务疲态尽显的困境。 在此背景下,公司采取了削减期间费用和出售投资资产等节流措施来稳定净利润。然而,真正让市场看到希望的是,腾讯基本面的实质性改善,尤其是毛利率的回升。这一转变并非单纯依靠节流,而是得益于高毛利率业务的增长,其中视频号功不可没。视频号依托微信庞大的社交生态,迅速崛起为我国第三大短视频平台,不仅拉动了用户时长的增加,还为腾讯广告业务提供了新的增长点。随着视频号广告主的构成日益丰富,尤其是综合电商的加入,腾讯广告业务的抗风险能力显著增强,毛利率也因此得到提升。二、视频号:腾讯的新增长点视频号的崛起不仅为腾讯带来了广告收入的增长,更重要的是,它完善了腾讯的广告主构成,使得腾讯在电商领域的广告价值得以释放。此前,受限于零售生态的缺失,腾讯在电商广告上一直难以有所作为。 而视频号的带货直播业务为腾讯打开了新的大门,让其在电商广告领域找到了新的突破口。此外,腾讯游戏业务也在向“利润驱动”转型,通过优化渠道策略提升游戏利润率。这些举措共同推动了腾讯基本面的改善。三、经营策略转变:聚焦核心,回报股东面对内外部环境的深刻变化,腾讯不得不重新审视其经营策略。过去,腾讯以成长性为荣,倾向于将利润进行再投资。然而,随着投资业务占比过高带来的弊端日益显现,腾讯不得不开始收缩投资业务,聚焦核心主流业务。同时,腾讯还通过回购和分红等方式提高投资者的现金回报率,以稳定短期市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326118048174360","isVote":1,"tweetType":1,"viewCount":9462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326055010083096,"gmtCreate":1720605811180,"gmtModify":1720605817555,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v> Intel唯一的机会就是之前直接拆分变为设计的Fabless Intel和独立Fab。 目前这个一体化老模式根本走不通的。芯片设计界几乎所有大客户都是Intel的竞争对手,就因为一个利益冲突conflict of interest都无法拿到大客户的主力订单。Intel以前的荣光是无法恢复的。因为以前在CPU服务器Intel是99%份额,而现在就算制程赶上来和TSMC持平,那也无法恢复99%份额,拿不到以前的绝对垄断利润。AMD那30~40%份额已经稳住了,而且今年到2025年还会继续提升。目前Intel唯一还行的客户端我预计份额也会开始下降,AMD Zen5的笔记本产能开始发力了,并且Intel 13,14代的I7 I9稳定性的严重问题大幅度的削弱了品牌声誉,同时对手的X3D系列的品牌声誉也越来越好。 Intel现在的产品在性能,能效比,稳定性,兼容性全面输给对手,也就是靠之前几十年的品牌声誉支撑着。过去几年除了Intel之外的几乎所有芯片硬件商股价都大涨。。。NV,AMD,高通,TSMC,ASML,美光,甚至OEM们联想,Dell等都是大涨,整个产业链只有Intel一家企业不涨,其他全在狂欢。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v> Intel唯一的机会就是之前直接拆分变为设计的Fabless Intel和独立Fab。 目前这个一体化老模式根本走不通的。芯片设计界几乎所有大客户都是Intel的竞争对手,就因为一个利益冲突conflict of interest都无法拿到大客户的主力订单。Intel以前的荣光是无法恢复的。因为以前在CPU服务器Intel是99%份额,而现在就算制程赶上来和TSMC持平,那也无法恢复99%份额,拿不到以前的绝对垄断利润。AMD那30~40%份额已经稳住了,而且今年到2025年还会继续提升。目前Intel唯一还行的客户端我预计份额也会开始下降,AMD Zen5的笔记本产能开始发力了,并且Intel 13,14代的I7 I9稳定性的严重问题大幅度的削弱了品牌声誉,同时对手的X3D系列的品牌声誉也越来越好。 Intel现在的产品在性能,能效比,稳定性,兼容性全面输给对手,也就是靠之前几十年的品牌声誉支撑着。过去几年除了Intel之外的几乎所有芯片硬件商股价都大涨。。。NV,AMD,高通,TSMC,ASML,美光,甚至OEM们联想,Dell等都是大涨,整个产业链只有Intel一家企业不涨,其他全在狂欢。","text":"$英特尔(INTC)$ Intel唯一的机会就是之前直接拆分变为设计的Fabless Intel和独立Fab。 目前这个一体化老模式根本走不通的。芯片设计界几乎所有大客户都是Intel的竞争对手,就因为一个利益冲突conflict of interest都无法拿到大客户的主力订单。Intel以前的荣光是无法恢复的。因为以前在CPU服务器Intel是99%份额,而现在就算制程赶上来和TSMC持平,那也无法恢复99%份额,拿不到以前的绝对垄断利润。AMD那30~40%份额已经稳住了,而且今年到2025年还会继续提升。目前Intel唯一还行的客户端我预计份额也会开始下降,AMD Zen5的笔记本产能开始发力了,并且Intel 13,14代的I7 I9稳定性的严重问题大幅度的削弱了品牌声誉,同时对手的X3D系列的品牌声誉也越来越好。 Intel现在的产品在性能,能效比,稳定性,兼容性全面输给对手,也就是靠之前几十年的品牌声誉支撑着。过去几年除了Intel之外的几乎所有芯片硬件商股价都大涨。。。NV,AMD,高通,TSMC,ASML,美光,甚至OEM们联想,Dell等都是大涨,整个产业链只有Intel一家企业不涨,其他全在狂欢。","images":[{"img":"https://static.tigerbbs.com/1374f74882e30bbe9bdf9019d16fac55","width":"360","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326055010083096","isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":324828269568024,"gmtCreate":1720339941864,"gmtModify":1720339943876,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是的,短期看是贵了点,但是长期看肯定是最牛的公司。估计过段时间跌一点又有很多人出来说苹果在走下坡路,苹果要完。韭菜永远都是这样的","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是的,短期看是贵了点,但是长期看肯定是最牛的公司。估计过段时间跌一点又有很多人出来说苹果在走下坡路,苹果要完。韭菜永远都是这样的","text":"$苹果(AAPL)$ 是的,短期看是贵了点,但是长期看肯定是最牛的公司。估计过段时间跌一点又有很多人出来说苹果在走下坡路,苹果要完。韭菜永远都是这样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/324828269568024","isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440966643973891","authorId":"3440966643973891","name":"tanvstan","avatar":"https://static.tigerbbs.com/00c17e7379d703024f333497e01315b6","crmLevel":1,"crmLevelSwitch":0},"content":"长期风险也不小","text":"长期风险也不小","html":"长期风险也不小"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324551113691160,"gmtCreate":1720272276855,"gmtModify":1720272877206,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 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英伟达热度降低了,不是个好信号,第一牛股不该有这种待遇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323531661856792","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323383499608064,"gmtCreate":1719970913022,"gmtModify":1719970914337,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 这股形态没坏,早晚做双顶,所以还有一波呢!不出意外财报出轮到它涨了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 这股形态没坏,早晚做双顶,所以还有一波呢!不出意外财报出轮到它涨了","text":"$美国超微公司(AMD)$ 这股形态没坏,早晚做双顶,所以还有一波呢!不出意外财报出轮到它涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323383499608064","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323215554633728,"gmtCreate":1719929910831,"gmtModify":1719929913206,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来销量的上升营销政策是一方面,更多还是来源于纯电整个大盘子的增长,这个要感谢小米,我个人认为销量会有一定持续性,甚至后面也有一定机会再摸下高,蔚来最核心的问题还是解决好经营效率的问题,一些投入上的取舍","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来销量的上升营销政策是一方面,更多还是来源于纯电整个大盘子的增长,这个要感谢小米,我个人认为销量会有一定持续性,甚至后面也有一定机会再摸下高,蔚来最核心的问题还是解决好经营效率的问题,一些投入上的取舍","text":"$蔚来(NIO)$ 蔚来销量的上升营销政策是一方面,更多还是来源于纯电整个大盘子的增长,这个要感谢小米,我个人认为销量会有一定持续性,甚至后面也有一定机会再摸下高,蔚来最核心的问题还是解决好经营效率的问题,一些投入上的取舍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323215554633728","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323213805900056,"gmtCreate":1719929248111,"gmtModify":1719929249787,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 现在做空英伟达太早了,看看利弗莫尔做空的场景吧!感觉完全可以套用!大选之后,或许可以大肆做空英伟达","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 现在做空英伟达太早了,看看利弗莫尔做空的场景吧!感觉完全可以套用!大选之后,或许可以大肆做空英伟达","text":"$英伟达(NVDA)$ 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资本市场很有意思,老奸巨猾的空头们会用各种方式去淡化大众投资Rivian的利好。一会说股权被稀释啦,一会儿又说Rivian等不到大众明后年的投资就倒在黎明前……在我看来过去大众在北美市场蛮失败的,中低端车型被Toyota打得体无完肤,现在中国市场又掉链子,未来必须在北美市场有所作为,不然就悬了。德国人现在想明白了,学我们弯道超车,通过与Rivian的合作,补上最受消费者欢迎的皮卡,并补强EV AI车载软件这个弱项。说不定未来有一天能通过与Rivian的合作与Toyota在北美市场扳手腕尽管利好,但还是希望通过强强合作,Rivian能借此机会补齐自身短板,尤其是管理层的执行力和零配件议价能力。当年奔驰差不多和Rivian谈好,合资在东欧联合建厂造EVan。后来也因为Rivian手头紧,无法共同分担投资而作罢。现在算是让大众捡了个便宜,使其在欧洲EVan市场将来有能力与奔驰一决高下……与Rivian的合作多多利好德国大众。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 资本市场很有意思,老奸巨猾的空头们会用各种方式去淡化大众投资Rivian的利好。一会说股权被稀释啦,一会儿又说Rivian等不到大众明后年的投资就倒在黎明前……在我看来过去大众在北美市场蛮失败的,中低端车型被Toyota打得体无完肤,现在中国市场又掉链子,未来必须在北美市场有所作为,不然就悬了。德国人现在想明白了,学我们弯道超车,通过与Rivian的合作,补上最受消费者欢迎的皮卡,并补强EV AI车载软件这个弱项。说不定未来有一天能通过与Rivian的合作与Toyota在北美市场扳手腕尽管利好,但还是希望通过强强合作,Rivian能借此机会补齐自身短板,尤其是管理层的执行力和零配件议价能力。当年奔驰差不多和Rivian谈好,合资在东欧联合建厂造EVan。后来也因为Rivian手头紧,无法共同分担投资而作罢。现在算是让大众捡了个便宜,使其在欧洲EVan市场将来有能力与奔驰一决高下……与Rivian的合作多多利好德国大众。","text":"$Rivian Automotive, Inc.(RIVN)$ 资本市场很有意思,老奸巨猾的空头们会用各种方式去淡化大众投资Rivian的利好。一会说股权被稀释啦,一会儿又说Rivian等不到大众明后年的投资就倒在黎明前……在我看来过去大众在北美市场蛮失败的,中低端车型被Toyota打得体无完肤,现在中国市场又掉链子,未来必须在北美市场有所作为,不然就悬了。德国人现在想明白了,学我们弯道超车,通过与Rivian的合作,补上最受消费者欢迎的皮卡,并补强EV AI车载软件这个弱项。说不定未来有一天能通过与Rivian的合作与Toyota在北美市场扳手腕尽管利好,但还是希望通过强强合作,Rivian能借此机会补齐自身短板,尤其是管理层的执行力和零配件议价能力。当年奔驰差不多和Rivian谈好,合资在东欧联合建厂造EVan。后来也因为Rivian手头紧,无法共同分担投资而作罢。现在算是让大众捡了个便宜,使其在欧洲EVan市场将来有能力与奔驰一决高下……与Rivian的合作多多利好德国大众。","images":[{"img":"https://static.tigerbbs.com/09285a9d55c150db2b4862c11443e0d8","width":"265","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322348613976064","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":322334259843072,"gmtCreate":1719714750970,"gmtModify":1719714753017,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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我再讲一遍,任何技术分析都解释不了英伟达的走势!目前为止没有任何一个技术分析派手里是有英伟达这只股票的,这个不用犟,没有就是没有,我仅仅说一个事实,我说这个的目的是👉不要在特斯拉上再次犯同样的错,我只讲这最后一遍,好了就这样了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322334259843072","isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322321509687296,"gmtCreate":1719711638140,"gmtModify":1719711639661,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 资金在轮流拉科技巨头,让指数一直在涨。亚马逊这波资金拉完之后,估计要回去拉苹果和英伟达了。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 资金在轮流拉科技巨头,让指数一直在涨。亚马逊这波资金拉完之后,估计要回去拉苹果和英伟达了。","text":"$亚马逊(AMZN)$ $苹果(AAPL)$ $英伟达(NVDA)$ 资金在轮流拉科技巨头,让指数一直在涨。亚马逊这波资金拉完之后,估计要回去拉苹果和英伟达了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322321509687296","isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317834962858272,"gmtCreate":1718635095529,"gmtModify":1718635227352,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 币股近期有点儿走弱,但是不建议逢高做空,etf的建立已经让比特币和以太坊等主流币基本脱离小众,不会像以前那样动不动爆插10厘米了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 币股近期有点儿走弱,但是不建议逢高做空,etf的建立已经让比特币和以太坊等主流币基本脱离小众,不会像以前那样动不动爆插10厘米了","text":"$Coinbase Global, Inc.(COIN)$ 币股近期有点儿走弱,但是不建议逢高做空,etf的建立已经让比特币和以太坊等主流币基本脱离小众,不会像以前那样动不动爆插10厘米了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317834962858272","isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316156274958568,"gmtCreate":1718194375870,"gmtModify":1718194377221,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 我把Mara卖了,币股只留了交易所了。矿股越来越看不懂了。","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 我把Mara卖了,币股只留了交易所了。矿股越来越看不懂了。","text":"$Marathon Digital Holdings Inc(MARA)$ 我把Mara卖了,币股只留了交易所了。矿股越来越看不懂了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316156274958568","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":300445945892888,"gmtCreate":1714385600822,"gmtModify":1714475086698,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v> 跟风AI涨了些日子,结果又跌回去了。英特尔要是一直研究GPU就好了,20多年前I740显卡可是吊打一片的,结果停了只做核显。到了现在再补课,发现市场格局已定。而且坚持IDM模式,制造部门一言难尽...","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v> 跟风AI涨了些日子,结果又跌回去了。英特尔要是一直研究GPU就好了,20多年前I740显卡可是吊打一片的,结果停了只做核显。到了现在再补课,发现市场格局已定。而且坚持IDM模式,制造部门一言难尽...","text":"$英特尔(INTC)$ 跟风AI涨了些日子,结果又跌回去了。英特尔要是一直研究GPU就好了,20多年前I740显卡可是吊打一片的,结果停了只做核显。到了现在再补课,发现市场格局已定。而且坚持IDM模式,制造部门一言难尽...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300445945892888","isVote":1,"tweetType":1,"viewCount":6646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306910325887120,"gmtCreate":1715939350159,"gmtModify":1715939352001,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 企鹅这两个月急升是超乎所料的。但长线投资投的是企业,买股票就是买公司,不必太在意股价波动。同样地,投资Tesla的也不用太在意股价低迷,因为若然公司朝著正确方向前进,总有一天股价会上升。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 企鹅这两个月急升是超乎所料的。但长线投资投的是企业,买股票就是买公司,不必太在意股价波动。同样地,投资Tesla的也不用太在意股价低迷,因为若然公司朝著正确方向前进,总有一天股价会上升。","text":"$腾讯控股(00700)$ $特斯拉(TSLA)$ 企鹅这两个月急升是超乎所料的。但长线投资投的是企业,买股票就是买公司,不必太在意股价波动。同样地,投资Tesla的也不用太在意股价低迷,因为若然公司朝著正确方向前进,总有一天股价会上升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/306910325887120","isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472092125300252","authorId":"3472092125300252","name":"HYHBCN","avatar":"https://static.tigerbbs.com/064d1aa4bf6ccf1a659fe5b23a37ad44","crmLevel":2,"crmLevelSwitch":0},"content":"一个我非常不喜欢的企业,能赚钱我都不投资给他!","text":"一个我非常不喜欢的企业,能赚钱我都不投资给他!","html":"一个我非常不喜欢的企业,能赚钱我都不投资给他!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329986192973936,"gmtCreate":1721563517947,"gmtModify":1721563519967,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大","text":"$特斯拉(TSLA)$ 特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/329986192973936","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570410845276717","authorId":"3570410845276717","name":"ErinSpace","avatar":"https://static.tigerbbs.com/d686f9585e56a85bba0541e732f9593a","crmLevel":7,"crmLevelSwitch":0},"content":"想问下13号哪个公司可能宣布拆股","text":"想问下13号哪个公司可能宣布拆股","html":"想问下13号哪个公司可能宣布拆股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299020107583512,"gmtCreate":1714037495767,"gmtModify":1714047747937,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a> <v-v data-views=\"1\"></v-v> 建议大家多关注CLSK吧,挖矿效率高于MARA且资金成本远低于MARA,矿股新龙头是无疑的了!","listText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a> <v-v data-views=\"1\"></v-v> 建议大家多关注CLSK吧,挖矿效率高于MARA且资金成本远低于MARA,矿股新龙头是无疑的了!","text":"$CleanSpark, Inc.(CLSK)$ 建议大家多关注CLSK吧,挖矿效率高于MARA且资金成本远低于MARA,矿股新龙头是无疑的了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299020107583512","isVote":1,"tweetType":1,"viewCount":6174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326118048174360,"gmtCreate":1720621201338,"gmtModify":1720621987630,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 近年来,腾讯这家互联网巨头可谓风波不断,股价起伏不定,引发了市场的广泛关注。现从腾讯的基本面改善、视频号的崛起及其对广告业务的推动,以及腾讯经营策略的转变三个方面做一下简要思考分析:一、基本面改善:从节流到高毛利率业务驱动腾讯过去几年面临着新业务未达预期、原有业务疲态尽显的困境。 在此背景下,公司采取了削减期间费用和出售投资资产等节流措施来稳定净利润。然而,真正让市场看到希望的是,腾讯基本面的实质性改善,尤其是毛利率的回升。这一转变并非单纯依靠节流,而是得益于高毛利率业务的增长,其中视频号功不可没。视频号依托微信庞大的社交生态,迅速崛起为我国第三大短视频平台,不仅拉动了用户时长的增加,还为腾讯广告业务提供了新的增长点。随着视频号广告主的构成日益丰富,尤其是综合电商的加入,腾讯广告业务的抗风险能力显著增强,毛利率也因此得到提升。二、视频号:腾讯的新增长点视频号的崛起不仅为腾讯带来了广告收入的增长,更重要的是,它完善了腾讯的广告主构成,使得腾讯在电商领域的广告价值得以释放。此前,受限于零售生态的缺失,腾讯在电商广告上一直难以有所作为。 而视频号的带货直播业务为腾讯打开了新的大门,让其在电商广告领域找到了新的突破口。此外,腾讯游戏业务也在向“利润驱动”转型,通过优化渠道策略提升游戏利润率。这些举措共同推动了腾讯基本面的改善。三、经营策略转变:聚焦核心,回报股东面对内外部环境的深刻变化,腾讯不得不重新审视其经营策略。过去,腾讯以成长性为荣,倾向于将利润进行再投资。然而,随着投资业务占比过高带来的弊端日益显现,腾讯不得不开始收缩投资业务,聚焦核心主流业务。同时,腾讯还通过回购和分红等方式提高投资者的现金回报率,以稳定短期市","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 近年来,腾讯这家互联网巨头可谓风波不断,股价起伏不定,引发了市场的广泛关注。现从腾讯的基本面改善、视频号的崛起及其对广告业务的推动,以及腾讯经营策略的转变三个方面做一下简要思考分析:一、基本面改善:从节流到高毛利率业务驱动腾讯过去几年面临着新业务未达预期、原有业务疲态尽显的困境。 在此背景下,公司采取了削减期间费用和出售投资资产等节流措施来稳定净利润。然而,真正让市场看到希望的是,腾讯基本面的实质性改善,尤其是毛利率的回升。这一转变并非单纯依靠节流,而是得益于高毛利率业务的增长,其中视频号功不可没。视频号依托微信庞大的社交生态,迅速崛起为我国第三大短视频平台,不仅拉动了用户时长的增加,还为腾讯广告业务提供了新的增长点。随着视频号广告主的构成日益丰富,尤其是综合电商的加入,腾讯广告业务的抗风险能力显著增强,毛利率也因此得到提升。二、视频号:腾讯的新增长点视频号的崛起不仅为腾讯带来了广告收入的增长,更重要的是,它完善了腾讯的广告主构成,使得腾讯在电商领域的广告价值得以释放。此前,受限于零售生态的缺失,腾讯在电商广告上一直难以有所作为。 而视频号的带货直播业务为腾讯打开了新的大门,让其在电商广告领域找到了新的突破口。此外,腾讯游戏业务也在向“利润驱动”转型,通过优化渠道策略提升游戏利润率。这些举措共同推动了腾讯基本面的改善。三、经营策略转变:聚焦核心,回报股东面对内外部环境的深刻变化,腾讯不得不重新审视其经营策略。过去,腾讯以成长性为荣,倾向于将利润进行再投资。然而,随着投资业务占比过高带来的弊端日益显现,腾讯不得不开始收缩投资业务,聚焦核心主流业务。同时,腾讯还通过回购和分红等方式提高投资者的现金回报率,以稳定短期市","text":"$腾讯控股(00700)$ 近年来,腾讯这家互联网巨头可谓风波不断,股价起伏不定,引发了市场的广泛关注。现从腾讯的基本面改善、视频号的崛起及其对广告业务的推动,以及腾讯经营策略的转变三个方面做一下简要思考分析:一、基本面改善:从节流到高毛利率业务驱动腾讯过去几年面临着新业务未达预期、原有业务疲态尽显的困境。 在此背景下,公司采取了削减期间费用和出售投资资产等节流措施来稳定净利润。然而,真正让市场看到希望的是,腾讯基本面的实质性改善,尤其是毛利率的回升。这一转变并非单纯依靠节流,而是得益于高毛利率业务的增长,其中视频号功不可没。视频号依托微信庞大的社交生态,迅速崛起为我国第三大短视频平台,不仅拉动了用户时长的增加,还为腾讯广告业务提供了新的增长点。随着视频号广告主的构成日益丰富,尤其是综合电商的加入,腾讯广告业务的抗风险能力显著增强,毛利率也因此得到提升。二、视频号:腾讯的新增长点视频号的崛起不仅为腾讯带来了广告收入的增长,更重要的是,它完善了腾讯的广告主构成,使得腾讯在电商领域的广告价值得以释放。此前,受限于零售生态的缺失,腾讯在电商广告上一直难以有所作为。 而视频号的带货直播业务为腾讯打开了新的大门,让其在电商广告领域找到了新的突破口。此外,腾讯游戏业务也在向“利润驱动”转型,通过优化渠道策略提升游戏利润率。这些举措共同推动了腾讯基本面的改善。三、经营策略转变:聚焦核心,回报股东面对内外部环境的深刻变化,腾讯不得不重新审视其经营策略。过去,腾讯以成长性为荣,倾向于将利润进行再投资。然而,随着投资业务占比过高带来的弊端日益显现,腾讯不得不开始收缩投资业务,聚焦核心主流业务。同时,腾讯还通过回购和分红等方式提高投资者的现金回报率,以稳定短期市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326118048174360","isVote":1,"tweetType":1,"viewCount":9462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306546598748304,"gmtCreate":1715850549587,"gmtModify":1715850551226,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 这次应该不一样,这周保底收250,这股向来都是庄家忽然拉三天,然后慢慢套现,跌下来再拉一轮。今天放量了,主力进场。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 这次应该不一样,这周保底收250,这股向来都是庄家忽然拉三天,然后慢慢套现,跌下来再拉一轮。今天放量了,主力进场。","text":"$Coinbase Global, Inc.(COIN)$ 这次应该不一样,这周保底收250,这股向来都是庄家忽然拉三天,然后慢慢套现,跌下来再拉一轮。今天放量了,主力进场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306546598748304","isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300383569629192,"gmtCreate":1714370463576,"gmtModify":1714371687588,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v 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10倍也就刚刚赶上丰田市值"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324551113691160,"gmtCreate":1720272276855,"gmtModify":1720272877206,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 如果,一旦40合一,1所有投资人会破产。2:股价很快又会跌回一美元以下。3:恶果是没有资本敢给FF融资。4:FF将陷入债转股,合股无限循环的怪圈。一旦40合一,即将意味着FF彻底走向死路一条。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 如果,一旦40合一,1所有投资人会破产。2:股价很快又会跌回一美元以下。3:恶果是没有资本敢给FF融资。4:FF将陷入债转股,合股无限循环的怪圈。一旦40合一,即将意味着FF彻底走向死路一条。","text":"$Faraday Future(FFIE)$ 如果,一旦40合一,1所有投资人会破产。2:股价很快又会跌回一美元以下。3:恶果是没有资本敢给FF融资。4:FF将陷入债转股,合股无限循环的怪圈。一旦40合一,即将意味着FF彻底走向死路一条。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/324551113691160","isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452772026954816","authorId":"3452772026954816","name":"独孤Time","avatar":"https://static.tigerbbs.com/78dacb8871040892220cfb0c76e0263c","crmLevel":2,"crmLevelSwitch":0},"content":"合股?开什么玩笑,你就这么瞧不起假骗骗。 人家要的是合乎+增发。","text":"合股?开什么玩笑,你就这么瞧不起假骗骗。 人家要的是合乎+增发。","html":"合股?开什么玩笑,你就这么瞧不起假骗骗。 人家要的是合乎+增发。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324828269568024,"gmtCreate":1720339941864,"gmtModify":1720339943876,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是的,短期看是贵了点,但是长期看肯定是最牛的公司。估计过段时间跌一点又有很多人出来说苹果在走下坡路,苹果要完。韭菜永远都是这样的","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是的,短期看是贵了点,但是长期看肯定是最牛的公司。估计过段时间跌一点又有很多人出来说苹果在走下坡路,苹果要完。韭菜永远都是这样的","text":"$苹果(AAPL)$ 是的,短期看是贵了点,但是长期看肯定是最牛的公司。估计过段时间跌一点又有很多人出来说苹果在走下坡路,苹果要完。韭菜永远都是这样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/324828269568024","isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440966643973891","authorId":"3440966643973891","name":"tanvstan","avatar":"https://static.tigerbbs.com/00c17e7379d703024f333497e01315b6","crmLevel":1,"crmLevelSwitch":0},"content":"长期风险也不小","text":"长期风险也不小","html":"长期风险也不小"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328144130740496,"gmtCreate":1721136180374,"gmtModify":1721136184801,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 强势看涨!接下来两个比较重要的压力位,也是必然被强势突破的压力位:25.28.和34。目标位暂时看到80,中途有刹车的情况,目标位在随时调整!","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 强势看涨!接下来两个比较重要的压力位,也是必然被强势突破的压力位:25.28.和34。目标位暂时看到80,中途有刹车的情况,目标位在随时调整!","text":"$Marathon Digital Holdings Inc(MARA)$ 强势看涨!接下来两个比较重要的压力位,也是必然被强势突破的压力位:25.28.和34。目标位暂时看到80,中途有刹车的情况,目标位在随时调整!","images":[{"img":"https://static.tigerbbs.com/8d7d79f2e06c828f5260f969b253d9d9"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/328144130740496","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561029486610223","authorId":"3561029486610223","name":"一盆沙拉","avatar":"https://static.tigerbbs.com/56ac323b7e7829a3cec6a53aa5962be6","crmLevel":3,"crmLevelSwitch":1},"content":"80? 那大饼怕不是得12w+了","text":"80? 那大饼怕不是得12w+了","html":"80? 那大饼怕不是得12w+了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307348503580816,"gmtCreate":1716046327134,"gmtModify":1716046328894,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 下周前三天的波动加大,如果能探到880左右,那周三盘后估计就要爆上,至少1050起","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 下周前三天的波动加大,如果能探到880左右,那周三盘后估计就要爆上,至少1050起","text":"$英伟达(NVDA)$ 下周前三天的波动加大,如果能探到880左右,那周三盘后估计就要爆上,至少1050起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/307348503580816","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301417641930776,"gmtCreate":1714622831300,"gmtModify":1714622832856,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 想太多了这股这周就不可能再涨上去了,顶多就180横盘,想涨先回160再说吧,现在这价明显不合理。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 想太多了这股这周就不可能再涨上去了,顶多就180横盘,想涨先回160再说吧,现在这价明显不合理。","text":"$特斯拉(TSLA)$ 想太多了这股这周就不可能再涨上去了,顶多就180横盘,想涨先回160再说吧,现在这价明显不合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/301417641930776","isVote":1,"tweetType":1,"viewCount":3070,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人老马","avatar":"https://static.tigerbbs.com/352144670446c0e317c0246cfb51b25d","crmLevel":8,"crmLevelSwitch":0},"content":"你说不合理就是不合理。股票市场合理不合理不重要,重要的是能带来财富就行","text":"你说不合理就是不合理。股票市场合理不合理不重要,重要的是能带来财富就行","html":"你说不合理就是不合理。股票市场合理不合理不重要,重要的是能带来财富就行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299023431925784,"gmtCreate":1714038307373,"gmtModify":1714038309337,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a><v-v data-views=\"1\"></v-v> 回踩没有跌破30wma就是持续买进,主升段启动,别听那些还在搞不清楚状况加空的","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a><v-v data-views=\"1\"></v-v> 回踩没有跌破30wma就是持续买进,主升段启动,别听那些还在搞不清楚状况加空的","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 回踩没有跌破30wma就是持续买进,主升段启动,别听那些还在搞不清楚状况加空的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/299023431925784","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444955580208343","authorId":"3444955580208343","name":"大柴胡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1},"content":"港股最近都是无量上涨。注意风险","text":"港股最近都是无量上涨。注意风险","html":"港股最近都是无量上涨。注意风险"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298058749136944,"gmtCreate":1713787579955,"gmtModify":1713787594310,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v 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我的特斯拉持股不多,大部分是在下跌过程中减的,损失了不少盈利。自己后来的思考是,应该把特斯拉作为一个风投公司来考虑,马斯克个人的风格决定他总想尝试不可能的任务,如他自己在x上说的,那些不看好的人的意见,他也是同意的,因为成功概率就是低,但他就是要搞。既然失败率高,且过程曲折,股价波动必然大。不宜大仓位持有。如果成功了,股价必然在短时间内大涨,很难追。特斯拉当前的市值包含自身可以造血的汽车业务和一些未来想象。汽车业务值多少钱是市值的底限,其它的就是风投,交给未来。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 我的特斯拉持股不多,大部分是在下跌过程中减的,损失了不少盈利。自己后来的思考是,应该把特斯拉作为一个风投公司来考虑,马斯克个人的风格决定他总想尝试不可能的任务,如他自己在x上说的,那些不看好的人的意见,他也是同意的,因为成功概率就是低,但他就是要搞。既然失败率高,且过程曲折,股价波动必然大。不宜大仓位持有。如果成功了,股价必然在短时间内大涨,很难追。特斯拉当前的市值包含自身可以造血的汽车业务和一些未来想象。汽车业务值多少钱是市值的底限,其它的就是风投,交给未来。","text":"$特斯拉(TSLA)$ 我的特斯拉持股不多,大部分是在下跌过程中减的,损失了不少盈利。自己后来的思考是,应该把特斯拉作为一个风投公司来考虑,马斯克个人的风格决定他总想尝试不可能的任务,如他自己在x上说的,那些不看好的人的意见,他也是同意的,因为成功概率就是低,但他就是要搞。既然失败率高,且过程曲折,股价波动必然大。不宜大仓位持有。如果成功了,股价必然在短时间内大涨,很难追。特斯拉当前的市值包含自身可以造血的汽车业务和一些未来想象。汽车业务值多少钱是市值的底限,其它的就是风投,交给未来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/315738899705968","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"如果这个世界上还剩下几个电动车品牌,特斯拉无疑是最靓的那台,等很多小电动车企到了以后,才是他闪光的时候","text":"如果这个世界上还剩下几个电动车品牌,特斯拉无疑是最靓的那台,等很多小电动车企到了以后,才是他闪光的时候","html":"如果这个世界上还剩下几个电动车品牌,特斯拉无疑是最靓的那台,等很多小电动车企到了以后,才是他闪光的时候"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312790207361192,"gmtCreate":1717392090694,"gmtModify":1717392092131,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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腾讯的历史市净率均值是15.71倍,现在是3.77倍,几乎是历史最底部,从这个角度来说,只要未来10年内涨回15.71均值,这里就四五倍的涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312790207361192","isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308395633188888,"gmtCreate":1716301839731,"gmtModify":1716302916895,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 基本面没啥好说的,超预期就完了。Q1我拍一个:收入790亿,同比110%,NOGAAP净利润197亿,同比97%,过程省略10000字。说点好玩的\"技术面\",或者说博弈面吧。最近看好的机构应该不少,已经在期权埋伏做多。从期权成交来看,这两天几笔大单看涨期权成交,大概有1万张150 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刚买了100股,这里我还是认为就是未来一年的底部了,纯电发布前,警方会处理完mega被黑事件,为M8扫清障碍,第二款纯电理想只能成功,不能失败","text":"$理想汽车(LI)$ 刚买了100股,这里我还是认为就是未来一年的底部了,纯电发布前,警方会处理完mega被黑事件,为M8扫清障碍,第二款纯电理想只能成功,不能失败","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304047230464024","isVote":1,"tweetType":1,"viewCount":4437,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502439633222780","authorId":"3502439633222780","name":"幻影1991","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"买100股也叫看多 [喷血]","text":"买100股也叫看多 [喷血]","html":"买100股也叫看多 [喷血]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328101416919264,"gmtCreate":1721125831862,"gmtModify":1721126143742,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 我之前就说过,这段时间美股的上涨,吃的是美元回流的流动性溢价。比特币闪崩其实是信号了,老美CPI低于预期,降息信号明显,那么美元要流出去。报团自然就崩了。这也是为什么我最近不参与英伟达产业链以及苹果产业链炒作的原因,因为随时可能崩。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 我之前就说过,这段时间美股的上涨,吃的是美元回流的流动性溢价。比特币闪崩其实是信号了,老美CPI低于预期,降息信号明显,那么美元要流出去。报团自然就崩了。这也是为什么我最近不参与英伟达产业链以及苹果产业链炒作的原因,因为随时可能崩。","text":"$苹果(AAPL)$ $英伟达(NVDA)$ 我之前就说过,这段时间美股的上涨,吃的是美元回流的流动性溢价。比特币闪崩其实是信号了,老美CPI低于预期,降息信号明显,那么美元要流出去。报团自然就崩了。这也是为什么我最近不参与英伟达产业链以及苹果产业链炒作的原因,因为随时可能崩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328101416919264","isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544330455077536","authorId":"3544330455077536","name":"哟小老板皮的不谈","avatar":"https://static.tigerbbs.com/897dea46aef1f77136727bff10df46ef","crmLevel":4,"crmLevelSwitch":0},"content":"美元是哪里流到哪里🤣","text":"美元是哪里流到哪里🤣","html":"美元是哪里流到哪里🤣"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322348613976064,"gmtCreate":1719718255397,"gmtModify":1719718260504,"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 资本市场很有意思,老奸巨猾的空头们会用各种方式去淡化大众投资Rivian的利好。一会说股权被稀释啦,一会儿又说Rivian等不到大众明后年的投资就倒在黎明前……在我看来过去大众在北美市场蛮失败的,中低端车型被Toyota打得体无完肤,现在中国市场又掉链子,未来必须在北美市场有所作为,不然就悬了。德国人现在想明白了,学我们弯道超车,通过与Rivian的合作,补上最受消费者欢迎的皮卡,并补强EV AI车载软件这个弱项。说不定未来有一天能通过与Rivian的合作与Toyota在北美市场扳手腕尽管利好,但还是希望通过强强合作,Rivian能借此机会补齐自身短板,尤其是管理层的执行力和零配件议价能力。当年奔驰差不多和Rivian谈好,合资在东欧联合建厂造EVan。后来也因为Rivian手头紧,无法共同分担投资而作罢。现在算是让大众捡了个便宜,使其在欧洲EVan市场将来有能力与奔驰一决高下……与Rivian的合作多多利好德国大众。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 资本市场很有意思,老奸巨猾的空头们会用各种方式去淡化大众投资Rivian的利好。一会说股权被稀释啦,一会儿又说Rivian等不到大众明后年的投资就倒在黎明前……在我看来过去大众在北美市场蛮失败的,中低端车型被Toyota打得体无完肤,现在中国市场又掉链子,未来必须在北美市场有所作为,不然就悬了。德国人现在想明白了,学我们弯道超车,通过与Rivian的合作,补上最受消费者欢迎的皮卡,并补强EV AI车载软件这个弱项。说不定未来有一天能通过与Rivian的合作与Toyota在北美市场扳手腕尽管利好,但还是希望通过强强合作,Rivian能借此机会补齐自身短板,尤其是管理层的执行力和零配件议价能力。当年奔驰差不多和Rivian谈好,合资在东欧联合建厂造EVan。后来也因为Rivian手头紧,无法共同分担投资而作罢。现在算是让大众捡了个便宜,使其在欧洲EVan市场将来有能力与奔驰一决高下……与Rivian的合作多多利好德国大众。","text":"$Rivian Automotive, Inc.(RIVN)$ 资本市场很有意思,老奸巨猾的空头们会用各种方式去淡化大众投资Rivian的利好。一会说股权被稀释啦,一会儿又说Rivian等不到大众明后年的投资就倒在黎明前……在我看来过去大众在北美市场蛮失败的,中低端车型被Toyota打得体无完肤,现在中国市场又掉链子,未来必须在北美市场有所作为,不然就悬了。德国人现在想明白了,学我们弯道超车,通过与Rivian的合作,补上最受消费者欢迎的皮卡,并补强EV AI车载软件这个弱项。说不定未来有一天能通过与Rivian的合作与Toyota在北美市场扳手腕尽管利好,但还是希望通过强强合作,Rivian能借此机会补齐自身短板,尤其是管理层的执行力和零配件议价能力。当年奔驰差不多和Rivian谈好,合资在东欧联合建厂造EVan。后来也因为Rivian手头紧,无法共同分担投资而作罢。现在算是让大众捡了个便宜,使其在欧洲EVan市场将来有能力与奔驰一决高下……与Rivian的合作多多利好德国大众。","images":[{"img":"https://static.tigerbbs.com/09285a9d55c150db2b4862c11443e0d8","width":"265","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322348613976064","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}