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波波斯基

波波斯基

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04-03

这篇文章不错，转发给大家看看

@爱发红包的虎妞:【虎友投资说】特斯拉要完蛋？赛道蓝海变红海，最低跌到110？！

03-31

感谢您的肯定[抱拳][抱拳]

03-30

月入百万梦成真，但愿长醉不愿醒。

03-21

$MicroStrategy Incorporated(MSTR)$ 感谢超微，倒车接我，三天三十个点，买少了买少了[开心] [开心]

03-10

$英伟达(NVDA)$ 这两天有传言说国内有针对英伟达丐版芯片的新政策：如果使用英伟达芯片，需备案。且不论这个传言是真是假，其实英伟达在国内营收只占总营收百分之五，影响不大的。前两年靠挖矿，这两年靠ai训练，看似偶然，实则必然。过两年ai训练需求平缓了，说不定挖矿需求又起来了，毕竟大饼又到牛市，刚刚突破新高，很多人都看到10万加了。关键的关键是，没准儿隔两年又爆出一个什么高科技的东东，需求又爆量呢。所以嘛，买了的，还是拿着一动不动比较好，赚企业增长的钱就好，没必要想着把市场波动的钱都赚干净了；没买的，找个机会，好歹配置一点吧。

03-09

一句话总结：英伟达股价仍无泡沫。

@小虎周报:【一周科技动态】AI热潮与互联网泡沫的不同点

03-09

Replying to @和小康:客气了，多多交流，共同进步[握手][握手]//@和小康:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]

03-08

Replying to @赤脚大学:感谢夸奖[抱拳][抱拳]//@赤脚大学:一口气看完波波的文章，酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]

03-08

Replying to @咤老斯:百度下吧//@咤老斯:大饼是啥股啊

03-08

Replying to @希望3:你自己百度一下吧，这个可能是敏感词的。//@希望3:大饼和矿工是指什么？希望解释下

03-08

谢谢[握手]

03-08

感谢小虎访谈[抱拳] [抱拳]

@小虎访谈:【小虎访谈】波波斯基：英伟达赚一套别墅！北大博士的1000%收益率之路如何炼成？

02-24

$英伟达(NVDA)$ 谢谢你，英伟达，底部上来十倍了。

02-16

$英伟达(NVDA)$ 今年看一千，明年看两千，还早着呢

02-16

$英伟达(NVDA)$ 这个就一点都不慌，随便你怎么震荡，暂看到2500，赚一套别墅再收手。

02-15

$超微电脑(SMCI)$ 万万没想到，这么快赚了一辆车。卖还是不卖？

去老虎APP查看更多动态

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<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 <a href=\"https://laohu8.com/U/4127170836475452\">@yesh13</a> 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也如此","listText":"昨晚 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 <a href=\"https://laohu8.com/U/4127170836475452\">@yesh13</a> 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也如此","text":"昨晚 $特斯拉(TSLA)$ 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 @波波斯基 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 @yesh13 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 $小米集团-W(01810)$ 也如此","images":[{"img":"https://static.tigerbbs.com/ec84777d04856173e6957a42568f5e40","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/5a85a1311a3b28b4dfbe7a57296710ae","width":"876","height":"491"},{"img":"https://static.tigerbbs.com/bd2911d49eb69aba3d1f63bfd7c25c88","width":"414","height":"794"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291269755592720","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3173,"gmtBegin":1712132926447,"gmtEnd":1712737710827,"type":1,"upper":1,"title":"你认为特斯拉股票能跌到多少？","choices":[{"id":11479,"sort":1,"name":"现在就是底部 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[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/282309238407248","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282152157438168,"gmtCreate":1709913189471,"gmtModify":1709913966920,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:感谢夸奖[抱拳][抱拳]//<a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:一口气看完波波的文章， 酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]","listText":"Replying to <a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:感谢夸奖[抱拳][抱拳]//<a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:一口气看完波波的文章， 酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]","text":"Replying to @赤脚大学:感谢夸奖[抱拳][抱拳]//@赤脚大学:一口气看完波波的文章， 酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/282152157438168","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548837579805684","authorId":"3548837579805684","name":"云天_5539","avatar":"https://static.tigerbbs.com/bb64e8cae68fe1a8a9a1bc895cf2aeba","crmLevel":2,"crmLevelSwitch":0},"content":"您好！请问您说的大饼和矿工股是什么意思","text":"您好！请问您说的大饼和矿工股是什么意思","html":"您好！请问您说的大饼和矿工股是什么意思"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282107909140568,"gmtCreate":1709902385466,"gmtModify":1709902387505,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:百度下吧//<a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:大饼是啥股啊","listText":"Replying to <a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:百度下吧//<a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:大饼是啥股啊","text":"Replying to @咤老斯:百度下吧//@咤老斯:大饼是啥股啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282107909140568","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282107399487528,"gmtCreate":1709902366845,"gmtModify":1709902369015,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:你自己百度一下吧，这个可能是敏感词的。//<a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:大饼和矿工是指什么？希望解释下","listText":"Replying to <a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:你自己百度一下吧，这个可能是敏感词的。//<a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:大饼和矿工是指什么？希望解释下","text":"Replying to @希望3:你自己百度一下吧，这个可能是敏感词的。//@希望3:大饼和矿工是指什么？希望解释下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282107399487528","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282090381877368,"gmtCreate":1709898167338,"gmtModify":1709943127017,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"谢谢[握手]","listText":"谢谢[握手]","text":"谢谢[握手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282090381877368","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282066611765512,"gmtCreate":1709892381684,"gmtModify":1709892383455,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"感谢小虎访谈[抱拳]&nbsp;[抱拳]&nbsp;&nbsp;","listText":"感谢小虎访谈[抱拳]&nbsp;[抱拳]&nbsp;&nbsp;","text":"感谢小虎访谈[抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282066611765512","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1709898381190,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【小虎访谈】波波斯基：英伟达赚一套别墅！北大博士的1000%收益率之路如何炼成？","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅， <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ，虽然虽然现在已经有了一定的涨幅，但长期而言，仍然在底部区域。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下A：我是一个大学老师，副教授，现","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅， <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 今年看一千，明年看两千，还早着呢","text":"$英伟达(NVDA)$ 今年看一千，明年看两千，还早着呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274438884135048","isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274475640176760,"gmtCreate":1708048511668,"gmtModify":1708099204381,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 这个就一点都不慌，随便你怎么震荡，暂看到2500，赚一套别墅再收手。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 这个就一点都不慌，随便你怎么震荡，暂看到2500，赚一套别墅再收手。","text":"$英伟达(NVDA)$ 这个就一点都不慌，随便你怎么震荡，暂看到2500，赚一套别墅再收手。","images":[{"img":"https://static.tigerbbs.com/afef7582ac045c5b59491165cf3d61da","width":"1086","height":"1713"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":18,"repostSize":3,"link":"https://laohu8.com/post/274475640176760","isVote":1,"tweetType":1,"viewCount":7871,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586232864329688","authorId":"3586232864329688","name":"lidha","avatar":"https://static.tigerbbs.com/2456ffefd0e738d35618996951f0f69c","crmLevel":8,"crmLevelSwitch":1},"content":"求教一下老哥，这么多钱咋回来呢 [抱拳]盼回复","text":"求教一下老哥，这么多钱咋回来呢 [抱拳]盼回复","html":"求教一下老哥，这么多钱咋回来呢 [抱拳]盼回复"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":274098608279848,"gmtCreate":1707956418512,"gmtModify":1707962195666,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 万万没想到，这么快赚了一辆车。卖还是不卖？","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 万万没想到，这么快赚了一辆车。卖还是不卖？","text":"$超微电脑(SMCI)$ 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href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","listText":"Replying to <a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:客气了，多多交流，共同进步[握手][握手]//<a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","text":"Replying to @和小康:客气了，多多交流，共同进步[握手][握手]//@和小康:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/282309238407248","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282336487919656,"gmtCreate":1709958296638,"gmtModify":1709958298519,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"一句话总结：英伟达股价仍无泡沫。","listText":"一句话总结：英伟达股价仍无泡沫。","text":"一句话总结：英伟达股价仍无泡沫。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282336487919656","repostId":"282031419019336","repostType":1,"repost":{"id":282031419019336,"gmtCreate":1709881450575,"gmtModify":1709881495062,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【一周科技动态】AI热潮与互联网泡沫的不同点","htmlText":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +17%，其次是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> +4.5%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> +0.03%，另外四家收跌， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.09%， <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> -2.95%， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -6.5%， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> -11.51%。影响资产组合的核心交易策略——一周大科技核心观点泡沫的担忧，交给供需周期不少投资者担心目前的AI热潮开始像20多年前的“互联网泡沫”（Dot Bubble），但有一定经验的投资着都会认为：历史尽管很相似，但不会单纯的重复。英伟达的走势虽然也一推高估值，但与互联网泡沫时期的硬件公司相比，其估值较低。拿同样是在Dot Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","listText":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +17%，其次是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> +4.5%， <a 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Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/de8a474e3337f77dd0a6e2acb57d3876","width":"1152","height":"298"},{"img":"https://static.tigerbbs.com/aa34e9413db5aa46eddebd665b33e90d","width":"604","height":"304"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282031419019336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127348458410217","authorId":"127348458410217","name":"麦基Zzzz","avatar":"https://static.tigerbbs.com/d8e889d499728bdd8d7c38817f7c1b94","crmLevel":6,"crmLevelSwitch":1},"content":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄","text":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄","html":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282066611765512,"gmtCreate":1709892381684,"gmtModify":1709892383455,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"感谢小虎访谈[抱拳]&nbsp;[抱拳]&nbsp;&nbsp;","listText":"感谢小虎访谈[抱拳]&nbsp;[抱拳]&nbsp;&nbsp;","text":"感谢小虎访谈[抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282066611765512","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1709898381190,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【小虎访谈】波波斯基：英伟达赚一套别墅！北大博士的1000%收益率之路如何炼成？","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅， <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 <a 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的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ，虽然虽然现在已经有了一定的涨幅，但长期而言，仍然在底部区域。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下A：我是一个大学老师，副教授，现","text":"$超微电脑(SMCI)$ 赚了一辆车， $英伟达(NVDA)$ 赚一套别墅， $腾讯控股(00700)$ 挣了140万， $特斯拉(TSLA)$ 、 $拼多多(PDD)$ 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 @波波斯基 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 $英伟达(NVDA)$ 、第二重仓 $Meta Platforms(META)$ 的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 $Coinbase Global, Inc.(COIN)$ ，虽然虽然现在已经有了一定的涨幅，但长期而言，仍然在底部区域。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下A：我是一个大学老师，副教授，现","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/7b64f8e5ece5e83d27629ba786c55eb0","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/ec6864670cdd856e63c3104e5497a99e","width":"1284","height":"1385"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282013866618976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291259095032080,"gmtCreate":1712134064413,"gmtModify":1712134065830,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291259095032080","repostId":"291269755592720","repostType":1,"repost":{"id":291269755592720,"gmtCreate":1712132882410,"gmtModify":1712132974544,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【虎友投资说】特斯拉要完蛋？赛道蓝海变红海，最低跌到110？！","htmlText":"昨晚 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 <a href=\"https://laohu8.com/U/4127170836475452\">@yesh13</a> 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也如此","listText":"昨晚 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 <a href=\"https://laohu8.com/U/4127170836475452\">@yesh13</a> 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也如此","text":"昨晚 $特斯拉(TSLA)$ 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 @波波斯基 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 @yesh13 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 $小米集团-W(01810)$ 也如此","images":[{"img":"https://static.tigerbbs.com/ec84777d04856173e6957a42568f5e40","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/5a85a1311a3b28b4dfbe7a57296710ae","width":"876","height":"491"},{"img":"https://static.tigerbbs.com/bd2911d49eb69aba3d1f63bfd7c25c88","width":"414","height":"794"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291269755592720","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3173,"gmtBegin":1712132926447,"gmtEnd":1712737710827,"type":1,"upper":1,"title":"你认为特斯拉股票能跌到多少？","choices":[{"id":11479,"sort":1,"name":"现在就是底部 ，该抄底了","userSize":21,"voted":false},{"id":11480,"sort":2,"name":"能跌到150！","userSize":44,"voted":false},{"id":11481,"sort":3,"name":"其他（评论区说）","userSize":3,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290353491087496,"gmtCreate":1711893616446,"gmtModify":1711893618278,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"感谢您的肯定[抱拳][抱拳]","listText":"感谢您的肯定[抱拳][抱拳]","text":"感谢您的肯定[抱拳][抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290353491087496","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282107909140568,"gmtCreate":1709902385466,"gmtModify":1709902387505,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:百度下吧//<a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:大饼是啥股啊","listText":"Replying to <a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:百度下吧//<a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:大饼是啥股啊","text":"Replying to @咤老斯:百度下吧//@咤老斯:大饼是啥股啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282107909140568","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282107399487528,"gmtCreate":1709902366845,"gmtModify":1709902369015,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:你自己百度一下吧，这个可能是敏感词的。//<a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:大饼和矿工是指什么？希望解释下","listText":"Replying to <a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:你自己百度一下吧，这个可能是敏感词的。//<a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:大饼和矿工是指什么？希望解释下","text":"Replying to @希望3:你自己百度一下吧，这个可能是敏感词的。//@希望3:大饼和矿工是指什么？希望解释下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282107399487528","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282090381877368,"gmtCreate":1709898167338,"gmtModify":1709943127017,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"谢谢[握手]","listText":"谢谢[握手]","text":"谢谢[握手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282090381877368","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}