有意思嘛的个人主页 - 老虎社区

有意思嘛

有意思嘛

无论你做多做空都是自己的选择但请不要忽视别人的感受

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2025-05-16

$特斯拉(TSLA)$

$英伟达(NVDA)$ 7万变70万刀不难难的是你的耐心收钱提车🙂‍↔️

02-06

$苹果(AAPL)$ 期待你的新高

02-06

$亚马逊(AMZN)$ 等会不得来个10个点就有点说不过去了

02-05

$美光科技(MU)$ 都说不用急等着崩就可以了就是这种感觉很好成功炒顶

02-04

$苹果(AAPL)$ 波动了还是很低这波有机会冲新高

02-03

$苹果(AAPL)$ 财报预期回补希望回到巅峰

01-30

$特斯拉(TSLA)$ 可以刚建仓就飞了合并搞波大的😂

01-30

$苹果(AAPL)$ 今天这大盘不保你来个8个点嘛？😂

01-29

$美光科技(MU)$ 耐心等着蹦就好了

01-29

$Meta Platforms, Inc.(META)$ 摸一下700呗

2025-12-09

$Meta Platforms, Inc.(META)$ 扶不起的阿斗 700都回不去

2025-11-21

$苹果(AAPL)$ 在车上要扶好避免摔倒🥱 300 目标不变

2025-11-17

放弃苹果？人家第一重仓还是苹果

“股神”隐退，伯克希尔为何“弃苹果、选谷歌”？

2025-11-12

$苹果(AAPL)$ 老老实实拿着不要想七想八等300

2025-11-11

$苹果(AAPL)$ 今天该补涨

2025-11-07

$美国超微公司(AMD)$ 220快了[得意]

2025-11-07

$特斯拉(TSLA)$ grok 你家主子知道你会这样子说嘛？[鬼脸]

2025-11-05

$苹果(AAPL)$ 无理由的跌都是巴菲特在卖[汗颜]

2025-11-04

$美国超微公司(AMD)$ 220是个不错的位置

2025-11-03

$特斯拉(TSLA)$ 提前飞可不是什么好灶头啊[汗颜]

2025-10-31

$苹果(AAPL)$ grok 的预测

去老虎APP查看更多动态

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450call到哪天合适[财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527154657108624,"gmtCreate":1769708079819,"gmtModify":1769708082016,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今天这大盘不保你来个8个点嘛？😂","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今天这大盘不保你来个8个点嘛？😂","text":"$苹果(AAPL)$ 今天这大盘不保你来个8个点嘛？😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527154657108624","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526844006257744,"gmtCreate":1769651738026,"gmtModify":1769651740487,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> 耐心等着蹦就好了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> 耐心等着蹦就好了","text":"$美光科技(MU)$ 耐心等着蹦就好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/526844006257744","isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478261940568699","authorId":"3478261940568699","name":"猪达人","avatar":"https://static.laohu8.com/a0d5f60f20b7bc96f1d089458c06ecb5","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3478261940568699","idStr":"3478261940568699"},"content":"大佬终于发声了[开心] 空一下子[财迷]","text":"大佬终于发声了[开心] 空一下子[财迷]","html":"大佬终于发声了[开心] 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目标不变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502625528820504","isVote":1,"tweetType":1,"viewCount":3212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501181873058488,"gmtCreate":1763388411253,"gmtModify":1763388413610,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"放弃苹果？人家第一重仓还是苹果&nbsp;","listText":"放弃苹果？人家第一重仓还是苹果&nbsp;","text":"放弃苹果？人家第一重仓还是苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501181873058488","repostId":"2584642226","repostType":2,"repost":{"id":"2584642226","kind":"news","pubTimestamp":1763375542,"share":"https://www.laohu8.com/m/news/2584642226?lang=zh_CN&edition=full","pubTime":"2025-11-17 18:32","market":"us","language":"zh","title":"“股神”隐退，伯克希尔为何“弃苹果、选谷歌”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2584642226","media":"金融投资报","summary":"“股神”巴菲特虽然宣布隐退了，但他的投资旗舰伯克希尔·哈撒韦依然受到众多投资者的关注。日前，伯克希尔公布了今年第三季度的投资报告。第三季度，伯克希尔买入了64亿美元股票，卖出了125亿美元股票，这是其连续第十二个季度净卖出股票。更耐人寻味的是，今年第三季度，伯克希尔减持了约4179万股苹果股票，这也是“股神”的旗舰公司连续第二个季度抛售苹果股票。其实，在“股神”高调退休以后，伯克希尔立刻显露出与时俱进的味道。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251117190807943d20144t611s13p5\"/><p>“股神”巴菲特虽然宣布隐退了，但他的投资旗舰<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦(以下简称“伯克希尔”)依然受到众多投资者的关注。由于重大投资依旧是由巴菲特做主，伯克希尔的大笔买卖依旧能指引“股神”拥趸们的投资方向。</p><p>日前，伯克希尔公布了今年第三季度的投资报告。第三季度，伯克希尔买入了64亿美元股票，卖出了125亿美元股票，这是其连续第十二个季度净卖出股票。最引人注目的是，在三季度，伯克希尔新买入Alphabet(<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司)1785万股股票，市值约43.4亿美元，在伯克希尔持仓中占1.62%。这是伯克希尔首次买入Alphabet，也是首次大规模买入一家互联网科技公司。虽然此前<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是其第一大仓位股票，但“股神”对苹果的企业定位依旧是电子消费品，没有脱离“消费”范畴，而Alphabet的科技定位显然还要“飘忽”一些。这里的“飘忽”，是从企业定位和财务报表看，显然不太符合“股神”“看得懂、透明公司”的定义。</p><p>更耐人寻味的是，今年第三季度，伯克希尔减持了约4179万股苹果股票，这也是“股神”的旗舰公司连续第二个季度抛售苹果股票。如果是看好科技股的发展前景，伯克希尔似乎完全没有必要一增一减，因为伯克希尔有足够的现金头寸，不可能是因为缺钱而“拆东墙补西墙”。</p><p>究其原因，可能是苹果在AI之路上步伐太小，今年在资本市场的表现不是太好。在美股科技“七姐妹”中，由于苹果有传统的产品和生态护城河，所以其在AI上的表现并不出色，其股价表现也不如人意，截至11月14日，今年的股价只涨了23%。反观<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>，同时期的年度涨幅则达到84%。关键是涨了这么多，其动态市盈率也只有23倍，比苹果近35倍的动态市盈率要小得多。与此相对应的，是谷歌预计2026年的资本支出将远高于2025年的920亿美元，其中大部分资金投入到AI相关领域。苹果则预计未来4年在AI领域投资800亿美元，两相比较差距明显。</p><p>其实，在“股神”高调退休以后，伯克希尔立刻显露出与时俱进的味道。今年第三季度，伯克希尔还减持了3720万股美国银行股份，并清仓了对房屋建筑商DR Horton的持股，这些都是传统消费的代表品种。不出意外的话，Alphabet只是伯克希尔大胆拥抱科技拥抱AI的一个开始，毕竟AI是未来科技的代表。不仅仅是Alphabet，美国科技“七姐妹”在AI以及AI衍生的众多前沿科技产业领域你追我赶，从GPU芯片、AI数据基建，到卫星互联网、太空智算中心等，都是大手笔投资。因此，尽管最近一个多月以来，海外资本市场AI相关科技股股价出现了剧烈的震荡，唱空与做空声不绝于耳，但依旧有投资大佬认为人工智能还处于起步阶段，宽裕的流动性将支撑前沿科技企业的高估值。这个宽裕的流动性，包括了科技“七姐妹”自己在产业上的巨额投入，也包括像伯克希尔这样长期价值投资者的二级市场投入。如此巨额的流动性投入，最终会体现到科技进步与市场应用放量的双赢之上。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“股神”隐退，伯克希尔为何“弃苹果、选谷歌”？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“股神”隐退，伯克希尔为何“弃苹果、选谷歌”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 18:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117190809a6ff3ce8&s=b><strong>金融投资报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“股神”巴菲特虽然宣布隐退了，但他的投资旗舰伯克希尔·哈撒韦(以下简称“伯克希尔”)依然受到众多投资者的关注。由于重大投资依旧是由巴菲特做主，伯克希尔的大笔买卖依旧能指引“股神”拥趸们的投资方向。日前，伯克希尔公布了今年第三季度的投资报告。第三季度，伯克希尔买入了64亿美元股票，卖出了125亿美元股票，这是其连续第十二个季度净卖出股票。最引人注目的是，在三季度，伯克希尔新买入Alphabet(谷歌...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117190809a6ff3ce8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","BK4571":"数字音乐概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) 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完全动不了"},{"author":{"id":"3496643964187137","authorId":"3496643964187137","name":"青风飘雪","avatar":"https://static.tigerbbs.com/924a7f9fc064889c77406402ac4914ea","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496643964187137","authorIdStr":"3496643964187137"},"content":"TLRY大麻你怎么看，财报是好还是不好","text":"TLRY大麻你怎么看，财报是好还是不好","html":"TLRY大麻你怎么看，财报是好还是不好"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":943240027,"gmtCreate":1594647419069,"gmtModify":1704206113720,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>不好意思这20万我先收下了！<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>唉其实还是有一点点小失望的……没涨15%不过也总比没有好👌🏻","text":"$特斯拉(TSLA)$唉其实还是有一点点小失望的……没涨15%不过也总比没有好👌🏻","images":[{"img":"https://static.tigerbbs.com/9e255ac3dd793ddac62573b5ddc35100","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":39,"repostSize":0,"link":"https://laohu8.com/post/912533303","isVote":1,"tweetType":1,"viewCount":7376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496643964187137","authorId":"3496643964187137","name":"青风飘雪","avatar":"https://static.tigerbbs.com/924a7f9fc064889c77406402ac4914ea","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496643964187137","authorIdStr":"3496643964187137"},"content":"最终也许会归零，但是你可以明天开盘就卖，至少再多赚百分之五十","text":"最终也许会归零，但是你可以明天开盘就卖，至少再多赚百分之五十","html":"最终也许会归零，但是你可以明天开盘就卖，至少再多赚百分之五十"},{"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"content":"还有两天时间和我说归0？ 搞笑搞笑","text":"还有两天时间和我说归0？ 搞笑搞笑","html":"还有两天时间和我说归0？ 搞笑搞笑"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":970362507,"gmtCreate":1597672544709,"gmtModify":1704216252957,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我的预测很稳[开心][开心][开心]只在群里发布！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我的预测很稳[开心][开心][开心]只在群里发布！","text":"$特斯拉(TSLA)$我的预测很稳[开心][开心][开心]只在群里发布！","images":[{"img":"https://static.tigerbbs.com/36204dff0436d276936d214493ae4ba5","width":"1242","height":"1118"},{"img":"https://static.tigerbbs.com/aee09525b2ac4fd93ab863ab4293b161","width":"1242","height":"2688"},{"img":"https://static.tigerbbs.com/edeebedcffb5ca850a5dcaa85e4bd683","width":"622","height":"416"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":30,"repostSize":0,"link":"https://laohu8.com/post/970362507","isVote":1,"tweetType":1,"viewCount":9183,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434075468146673","authorId":"3434075468146673","name":"愈努力愈幸运","avatar":"https://static.tigerbbs.com/4f9a0871eea609daf589ec5cd2266587","crmLevel":2,"crmLevelSwitch":0,"idStr":"3434075468146673","authorIdStr":"3434075468146673"},"content":"今晚能到多少？","text":"今晚能到多少？","html":"今晚能到多少？"},{"author":{"id":"3517888810993374","authorId":"3517888810993374","name":"1fdd2821","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3517888810993374","authorIdStr":"3517888810993374"},"content":"你不上周五让全卖了嘛 [喷血]","text":"你不上周五让全卖了嘛 [喷血]","html":"你不上周五让全卖了嘛 [喷血]"}],"imageCount":3,"langContent":"CN","totalScore":0}],"lives":[]}