A灋一的个人主页 - 老虎社区

A灋一

A灋一

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IP属地：北京

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01-23

美光当前处于AI驱动的存储超级上行周期，板块2026年大概率维持量价齐升；对美股投资者，建议分档持仓+动态止盈，而非无脑buy and hold。

01-20

这篇文章不错，转发给大家看看

@小虎活动:【有奖活动】预测奈飞财报后涨跌，瓜分1000虎币！

2025-11-21

肯定是美联储，英伟达毕竟只是一个板块的top [流泪]

2025-11-10

$拼多多(PDD)$

2025-10-13

好棒啊，这么多ipo[开心][开心]

2025-10-11

来啦来啦 @挣学费第一名快来一起参加呀[开心][开心]

2025-10-02

肯定会投的，老是在出其不意的地方突然高涨创新是第一生产力[开心]

2025-09-18

耶耶耶！

2025-09-12

我猜42.38[开心][开心][开心]

2025-09-08

$美国超微公司(AMD)$

2025-09-02

看后续政策还有外交关税的消息吧，目前看好港a[开心][开心]

2025-09-01

看多博通！随着人工智能的发展，超大规模企业对数据中心AI加速芯片的需求不断增加，博通2025财年第一财季新增两家超大规模客户，潜在客户池显著扩大。同时，博通正在流片行业首个2nm 3.5D封装的XPU，目标算力达10PFLOPS，未来技术发展值得期待。

2025-08-11

$美国超微公司(AMD)$

2025-08-07

Palanti非常非常的潜力，只是时间的问题，PLTR 等待观望，先小仓位买进。

2025-08-06

高开低走盘前热闹盘中回落盘后微调

2025-08-05

按照目前趋势来看 83-86美金之间[开心]

2025-08-05

会打，保持观望状态，暗盘开盘看情况，好了拿着不行就先撤[开心]

2025-08-04

$英伟达(NVDA)$

2025-07-28

$英伟达(NVDA)$

2025-04-18

复活节彩蛋大作战

去老虎APP查看更多动态

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119.7亿美元（同比+16.8%），净利润 23.9亿美元（同比+27.7%），EPS 预期 0.55（同比+29.4%）；同时市场也在盯着广告收入预期（约 10.8亿美元）能否兑现。财报看点广告业务：这次财报最关键的一句话，可能不是营收，也不是利润，而是管理层怎么讲广告：广告层渗透、广告变现效率、以及节日季（Q4）广告主预算到底有没有明显加码。广告讲清楚，估值叙事就顺；讲不清楚，市场会怀疑增长含金量。利润率 &amp; 现金流：Q3已经把市场预期抬高了，Q4如果还能继续 经营利润率改善 + 自由现金流强，就能证明奈飞在“成熟期”也能靠效率把利润滚大。内容：Q4是传统旺季，内容排期+节日观看时长本来就有优势；但外部竞争也更激烈。市场会用“观看时长/留存/ARPU”去判断：奈飞提价+广告这套组合拳，用户到底买不买账。✍️ 如何参与？投票选择你认为最可能的涨跌区间；你对奈飞这次财报后走势是【看多】还是【看空】？理由是什么（广告/利润率/内容/指引/估值，任选一个点即可）。转发活动帖，邀请更多人一起竞猜！🎁 奖励机制猜中选项的用户将平分1000虎币（如10人猜中，每人获得100虎币）评论区互动最高 / 分析精彩 / 文采出众者将额外获得 100虎币或者老虎限量周边🕒活动时间即日起至 1月21日（周三）04:00（北京时间） <a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 奈飞","text":"$奈飞(NFLX)$ 即将公布 2025年Q4财报：公司将于美东时间 1月20日（周二）盘后披露财报.市场这次关注点很明确：奈飞已经不再靠“订阅数大爆发”讲故事了，而是看它能不能把 广告、提价、用户时长 这些“更赚钱的增长”继续滚起来。华尔街对Q4的预期整体偏乐观：营收预计 119.7亿美元（同比+16.8%），净利润 23.9亿美元（同比+27.7%），EPS 预期 0.55（同比+29.4%）；同时市场也在盯着广告收入预期（约 10.8亿美元）能否兑现。财报看点广告业务：这次财报最关键的一句话，可能不是营收，也不是利润，而是管理层怎么讲广告：广告层渗透、广告变现效率、以及节日季（Q4）广告主预算到底有没有明显加码。广告讲清楚，估值叙事就顺；讲不清楚，市场会怀疑增长含金量。利润率 & 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区别还是有的，而且很大。 有两个细节事实，透露出了大量信息，比官方的通报稿体现出的东西要多得多。 首先，这次中美元首通话，是拜登主动发起的，中国方面是“应约”通话，这一点在中美双方的媒体上都有明确说明。 中美双方现在是处于吵架后互不搭理的阶段。 谁先开口要求聊天，这个信息本身就很重要。 另外，通话的时间也很重要，双方是选择在北京时间9月10日上午通话的，中国这边是正常上班时间。 而美国那边，是9月9日的深夜，拜登在熬夜加班打电话。 这个通话时间的安排，体现出的是拜登对中国明显的尊重。 但问题来了，拜登为啥要尊重中国？ 真尊重中国，还会对中国发起那么多制裁和限制，搞出那么多不友好的言论和政策么？ 帝国主义国家都是傲慢的，如果有一天他们突然不傲慢了，那一定是迫不得已。 就在今年3月份，中国还主动跑到美国去谈判，比拜登半夜主动给中国打电话要尊重的多。 结果美国人是怎么回应的？ 那个傲慢劲，别提了，简直傲慢到天上去了。 中国高级官员直接会场发飙，说出了两句名言： 我们把你们想得太好了，我们认为你们会遵守基本的外交礼节。 我现在讲一句，你们没有资格在中国的面前说，你们从实力的地位出发同中国谈话。 这两句名言一方面表明了中国的态度和实力，一方面也表明了当时的中国谈判官员在美国到底遭遇了什么。 反正，当时的美国谈判代表绝对不是什么热情好客的","text":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：远方青木 作者：一棵青木 9月10日上午，中美元首进行通话，进行了一次电话会议。 拜登讲了啥？我们讲了啥？ 新闻稿我就不发了，好像讲了很多东西，但又好像什么都没讲，反正双方几乎没什么共识，你说你的，我说我的。 只有一点双方都一致确认，那就是中美应保持联系、广泛对话，继续发展中美关系。 动静这么大的电话会议，就讲了这个？ 这和没通话又有什么区别？ 区别还是有的，而且很大。 有两个细节事实，透露出了大量信息，比官方的通报稿体现出的东西要多得多。 首先，这次中美元首通话，是拜登主动发起的，中国方面是“应约”通话，这一点在中美双方的媒体上都有明确说明。 中美双方现在是处于吵架后互不搭理的阶段。 谁先开口要求聊天，这个信息本身就很重要。 另外，通话的时间也很重要，双方是选择在北京时间9月10日上午通话的，中国这边是正常上班时间。 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