+关注
灯塔国02
暂无个人介绍
IP属地:未知
0
关注
99
粉丝
0
主题
0
勋章
主贴
热门
灯塔国02
07-27 01:05
$拼多多(PDD)$
商业模式对于大道来说,有时候可以看到未来,比如拼多多,在我们普通人给它取外号拼夕夕时大道认为他会成事儿。这叫前瞻。这是眼界和资源的差距,我们既不了解行业,又不了解黄老板的天赋和为人。我们普通人更多是从已有的财务数据去倒推商业模式,反过来思考为什么某个企业能赚这么多钱,然后再思考一下能不能持续赚这么多钱甚至更多钱。这叫后知后觉。里面差距巨大。但是有一点殊途同归:都要买以后越来越好,能赚大量自由现金流的企业。区别仅在于,我们买现在就好,以后也好。大道既买现在好+以后好,也买现在一般甚至不好+以后好的企业。我们能做到的大道也能,大道能做的另一半我们最好别去做。
灯塔国02
07-27 00:59
$美团-W(03690)$
就内资这种卖法,我隐隐约约感觉到应该是有可能一个巨大的利空被提前知晓了,资金提前出逃。至于利空是啥就不得而知了。
灯塔国02
07-25 23:54
$腾讯控股(00700)$
腾讯现在交易的是美国衰退,跟美跌,A先看缩量4000亿,碰前低,上证到2600左右,港很难不跟跌。腾讯先看前低吧,可以做波段不要怕卖飞,死守只会降低收益
灯塔国02
07-25 23:47
$美团-W(03690)$
很多人只看美团今年翻倍 就觉得美团的位置很高 疯狂唱空美团美团的管理层愿意掏出两百多亿来回购股票一天五亿一天五亿 港股除了腾讯还有哪个企业有这种魄力?我们可以看到美团管理层为了维护股价,维护投资者信心而做出的努力,这是百分之99的老板做不到的,因为大部分的老板只想着上市套现跑路而已。对比腾讯 小米 拼多多 这些在2022年10月见底以来股价翻倍甚至几倍的 美团现在的价格才刚摸到22年10月的低点而已 这些那些空头怎么不说?现在腾讯股价已经回到当初美团接近200时候的股价了,那些空头怎么不说?那些说美团价位高的 说美团今年居然跑赢了恒科40多个点 却不看美团去年的跌幅跑输恒科40个点,看不到年初美团的股价腰斩有多惨,看不到管理层维护股价的决心,现在只是拉平之前的差距回到他应有的位置而已(美团高位下来跌幅仍然有百分之75)就王兴在美团400多不减持 低价几百亿回购这种真金白银回购这种魄力,美团就值得投,美团就注定会是中国最优秀的那批企业。
灯塔国02
07-24
$腾讯控股(00700)$
前几天听到一个观点挺有意思的,说是由于宏观经济下行,未来很长一段时间将不会再存在以往高增长的机会。所以投资风格大概率会由资产端专项负债端,也就是说之前的投资偏好是那些资产会大幅增长的企业,而之后会转成负债端很健康、现金流很充足的企业,例如高回购的腾讯和高分红的茅台这种
灯塔国02
07-23
$腾讯控股(00700)$
行业和行业间,特别是有竞争或者挤压关系的行业间,做做比较这样才更全面。分众几乎就是梯媒的代名词,虽然在自己行业里凭借规模化和网络化,龙头地位无法撼动,但是近六七年互联网广告的发展,虽然线上线下是物理隔绝的,但线上广告明显对梯媒有挤压作用,这种挤压的强度是不确定的,也就是说分众的营收及利润是不确定的。广告的本质是买流量,买流量转化,这上来说互联网广告的效率是更高的,而且是可观测的。而且随着人工智能的应用,广告推荐推荐算法自我迭代,线上广告的效率越来越高,好比一块海绵吸水越来越多。腾讯的视频号已经做成,这又增加了广告主一个新的投放阵地战,整个线上广告甭管是吸金空间还是吸金效率都在提高,而广告主每年的销售费用投放是有限的,这里多点那里就得少点,挤压就是这么形成了,腾讯还只是互联网广告领域的二梯队……
灯塔国02
07-22
$超微电脑(SMCI)$
请教一下,8月13才发业绩 上次是等到了前一周多没发才开始跌的,这次还早吧?再跌就真要吃土了,难受
灯塔国02
07-19
$腾讯控股(00700)$
前几年各路大V分析腾讯,上来就是只要有微信,在上面开花结果,啥都不用愁,结果就是利润不增反降,四年股价不涨的啪啪打脸。我用微信不错,那我就一定要玩你的游戏吗,看你的视频吗,听你的音乐吗?没有必然性,因为还得靠产品本身,本身不行,再依托微信也是枉然...
灯塔国02
07-18
$美国超微公司(AMD)$
这波下跌的快又猛,连续长阴应该是要进大中枢震荡了,今天又高开低走后面杀跌的空间还是很大,也不排除这就是见顶了
灯塔国02
07-17
$拼多多(PDD)$
现在淘系产品百分之九十比pdd有优势了,首先是商家运营成本低,直接可以给到更低的价格,拼多多的运营成本非常之高,而且擦边黑太多,不提高价格不做特供版在pdd是活不下去的。所以综合对比,淘系价格要低20-30%。来自同时做淘系京系和pdd的综合得来的,所有商家均是如此。但现在拼多多市值这么高,还得有的跌
灯塔国02
07-17
$腾讯控股(00700)$
腾讯两天跌了17元,这个跌幅,本周就见到350。后面估计还得再下跌几周,又会有各种腾渣倒闭类似的负面消息充斥而来……真的是得熬的住啊
灯塔国02
07-15
$苹果(AAPL)$
很早之前有个关于投资的视频,大概是苹果2万亿市值的时候,论点为当下是投资苹果的股票还是其他小市值的股票,用现在后视镜的眼光来看,还是苹果最后胜出了,苹果真的很优秀
灯塔国02
07-12
$英伟达(NVDA)$
预判你的预判,今晚英伟达
$英伟达(NVDA)$
低开收红十字星,超微电脑收涨,叠加中际靓丽中报(互动一直强调满负荷生产,订单持续增加),而且这次没有人乱按计算器,大家猜猜下周周线能不能收正15个点左右
灯塔国02
07-11
$游戏驿站(GME)$
投机如群山般古老。FF 纪念仓、GME 空仓。涨再多我也不参与了,宁愿买点看得懂的公司,以远景期权放大收益。能骗我一次,就能背刺我一百次。给老马烧,好歹造福人类。给 meme,看不到意义所在。
灯塔国02
04-11
$Meta Platforms(META)$
Meta没做什么,进军元宇宙没有什么成果,刚好碰到苹果的vision pro,重新打响了VR的旗号罢了,meta的股价也就是乘东风之便,吃吃红利啦。
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":9000000000000312,"uuid":"9000000000000312","gmtCreate":1631606953363,"gmtModify":1631606953369,"name":"灯塔国02","pinyin":"dtg02dengtaguo02","introduction":"运营账号","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":99,"headSize":0,"tweetSize":15,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":331733260730368,"gmtCreate":1722013526593,"gmtModify":1722013783586,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>商业模式对于大道来说,有时候可以看到未来,比如拼多多,在我们普通人给它取外号拼夕夕时大道认为他会成事儿。这叫前瞻。这是眼界和资源的差距,我们既不了解行业,又不了解黄老板的天赋和为人。我们普通人更多是从已有的财务数据去倒推商业模式,反过来思考为什么某个企业能赚这么多钱,然后再思考一下能不能持续赚这么多钱甚至更多钱。这叫后知后觉。里面差距巨大。但是有一点殊途同归:都要买以后越来越好,能赚大量自由现金流的企业。区别仅在于,我们买现在就好,以后也好。大道既买现在好+以后好,也买现在一般甚至不好+以后好的企业。我们能做到的大道也能,大道能做的另一半我们最好别去做。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>商业模式对于大道来说,有时候可以看到未来,比如拼多多,在我们普通人给它取外号拼夕夕时大道认为他会成事儿。这叫前瞻。这是眼界和资源的差距,我们既不了解行业,又不了解黄老板的天赋和为人。我们普通人更多是从已有的财务数据去倒推商业模式,反过来思考为什么某个企业能赚这么多钱,然后再思考一下能不能持续赚这么多钱甚至更多钱。这叫后知后觉。里面差距巨大。但是有一点殊途同归:都要买以后越来越好,能赚大量自由现金流的企业。区别仅在于,我们买现在就好,以后也好。大道既买现在好+以后好,也买现在一般甚至不好+以后好的企业。我们能做到的大道也能,大道能做的另一半我们最好别去做。","text":"$拼多多(PDD)$ 商业模式对于大道来说,有时候可以看到未来,比如拼多多,在我们普通人给它取外号拼夕夕时大道认为他会成事儿。这叫前瞻。这是眼界和资源的差距,我们既不了解行业,又不了解黄老板的天赋和为人。我们普通人更多是从已有的财务数据去倒推商业模式,反过来思考为什么某个企业能赚这么多钱,然后再思考一下能不能持续赚这么多钱甚至更多钱。这叫后知后觉。里面差距巨大。但是有一点殊途同归:都要买以后越来越好,能赚大量自由现金流的企业。区别仅在于,我们买现在就好,以后也好。大道既买现在好+以后好,也买现在一般甚至不好+以后好的企业。我们能做到的大道也能,大道能做的另一半我们最好别去做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331733260730368","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331731431862440,"gmtCreate":1722013172548,"gmtModify":1722013174375,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>就内资这种卖法,我隐隐约约感觉到应该是有可能一个巨大的利空被提前知晓了,资金提前出逃。至于利空是啥就不得而知了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>就内资这种卖法,我隐隐约约感觉到应该是有可能一个巨大的利空被提前知晓了,资金提前出逃。至于利空是啥就不得而知了。","text":"$美团-W(03690)$ 就内资这种卖法,我隐隐约约感觉到应该是有可能一个巨大的利空被提前知晓了,资金提前出逃。至于利空是啥就不得而知了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331731431862440","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331361846071296,"gmtCreate":1721922849187,"gmtModify":1721976439978,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>腾讯现在交易的是美国衰退,跟美跌,A先看缩量4000亿,碰前低,上证到2600左右,港很难不跟跌。腾讯先看前低吧,可以做波段不要怕卖飞,死守只会降低收益","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯现在交易的是美国衰退,跟美跌,A先看缩量4000亿,碰前低,上证到2600左右,港很难不跟跌。腾讯先看前低吧,可以做波段不要怕卖飞,死守只会降低收益","text":"$腾讯控股(00700)$ 腾讯现在交易的是美国衰退,跟美跌,A先看缩量4000亿,碰前低,上证到2600左右,港很难不跟跌。腾讯先看前低吧,可以做波段不要怕卖飞,死守只会降低收益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331361846071296","isVote":1,"tweetType":1,"viewCount":3512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331359896199336,"gmtCreate":1721922465600,"gmtModify":1721976860119,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>很多人只看美团今年翻倍 就觉得美团的位置很高 疯狂唱空美团美团的管理层愿意掏出两百多亿来回购股票一天五亿一天五亿 港股除了腾讯还有哪个企业有这种魄力?我们可以看到美团管理层为了维护股价,维护投资者信心而做出的努力,这是百分之99的老板做不到的,因为大部分的老板只想着上市套现跑路而已。对比腾讯 小米 拼多多 这些在2022年10月见底以来股价翻倍甚至几倍的 美团现在的价格才刚摸到22年10月的低点而已 这些那些空头怎么不说?现在腾讯股价已经回到当初美团接近200时候的股价了,那些空头怎么不说?那些说美团价位高的 说美团今年居然跑赢了恒科40多个点 却不看美团去年的跌幅跑输恒科40个点,看不到年初美团的股价腰斩有多惨,看不到管理层维护股价的决心,现在只是拉平之前的差距回到他应有的位置而已(美团高位下来跌幅仍然有百分之75)就王兴在美团400多不减持 低价几百亿回购这种真金白银回购这种魄力,美团就值得投,美团就注定会是中国最优秀的那批企业。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>很多人只看美团今年翻倍 就觉得美团的位置很高 疯狂唱空美团美团的管理层愿意掏出两百多亿来回购股票一天五亿一天五亿 港股除了腾讯还有哪个企业有这种魄力?我们可以看到美团管理层为了维护股价,维护投资者信心而做出的努力,这是百分之99的老板做不到的,因为大部分的老板只想着上市套现跑路而已。对比腾讯 小米 拼多多 这些在2022年10月见底以来股价翻倍甚至几倍的 美团现在的价格才刚摸到22年10月的低点而已 这些那些空头怎么不说?现在腾讯股价已经回到当初美团接近200时候的股价了,那些空头怎么不说?那些说美团价位高的 说美团今年居然跑赢了恒科40多个点 却不看美团去年的跌幅跑输恒科40个点,看不到年初美团的股价腰斩有多惨,看不到管理层维护股价的决心,现在只是拉平之前的差距回到他应有的位置而已(美团高位下来跌幅仍然有百分之75)就王兴在美团400多不减持 低价几百亿回购这种真金白银回购这种魄力,美团就值得投,美团就注定会是中国最优秀的那批企业。","text":"$美团-W(03690)$ 很多人只看美团今年翻倍 就觉得美团的位置很高 疯狂唱空美团美团的管理层愿意掏出两百多亿来回购股票一天五亿一天五亿 港股除了腾讯还有哪个企业有这种魄力?我们可以看到美团管理层为了维护股价,维护投资者信心而做出的努力,这是百分之99的老板做不到的,因为大部分的老板只想着上市套现跑路而已。对比腾讯 小米 拼多多 这些在2022年10月见底以来股价翻倍甚至几倍的 美团现在的价格才刚摸到22年10月的低点而已 这些那些空头怎么不说?现在腾讯股价已经回到当初美团接近200时候的股价了,那些空头怎么不说?那些说美团价位高的 说美团今年居然跑赢了恒科40多个点 却不看美团去年的跌幅跑输恒科40个点,看不到年初美团的股价腰斩有多惨,看不到管理层维护股价的决心,现在只是拉平之前的差距回到他应有的位置而已(美团高位下来跌幅仍然有百分之75)就王兴在美团400多不减持 低价几百亿回购这种真金白银回购这种魄力,美团就值得投,美团就注定会是中国最优秀的那批企业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/331359896199336","isVote":1,"tweetType":1,"viewCount":2757,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494290888013320","authorId":"3494290888013320","name":"路飞船长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"分析的那么牛逼,你应该卖房卖车贷款网贷来梭哈美团(实在不行卖肾也行),不然都对不起你这“有理有据头头是道”","text":"分析的那么牛逼,你应该卖房卖车贷款网贷来梭哈美团(实在不行卖肾也行),不然都对不起你这“有理有据头头是道”","html":"分析的那么牛逼,你应该卖房卖车贷款网贷来梭哈美团(实在不行卖肾也行),不然都对不起你这“有理有据头头是道”"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330981480194216,"gmtCreate":1721830078879,"gmtModify":1721830109836,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>前几天听到一个观点挺有意思的,说是由于宏观经济下行,未来很长一段时间将不会再存在以往高增长的机会。所以投资风格大概率会由资产端专项负债端,也就是说之前的投资偏好是那些资产会大幅增长的企业,而之后会转成负债端很健康、现金流很充足的企业,例如高回购的腾讯和高分红的茅台这种","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>前几天听到一个观点挺有意思的,说是由于宏观经济下行,未来很长一段时间将不会再存在以往高增长的机会。所以投资风格大概率会由资产端专项负债端,也就是说之前的投资偏好是那些资产会大幅增长的企业,而之后会转成负债端很健康、现金流很充足的企业,例如高回购的腾讯和高分红的茅台这种","text":"$腾讯控股(00700)$ 前几天听到一个观点挺有意思的,说是由于宏观经济下行,未来很长一段时间将不会再存在以往高增长的机会。所以投资风格大概率会由资产端专项负债端,也就是说之前的投资偏好是那些资产会大幅增长的企业,而之后会转成负债端很健康、现金流很充足的企业,例如高回购的腾讯和高分红的茅台这种","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/330981480194216","isVote":1,"tweetType":1,"viewCount":3003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330494208319488,"gmtCreate":1721711023563,"gmtModify":1721711025914,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>行业和行业间,特别是有竞争或者挤压关系的行业间,做做比较这样才更全面。分众几乎就是梯媒的代名词,虽然在自己行业里凭借规模化和网络化,龙头地位无法撼动,但是近六七年互联网广告的发展,虽然线上线下是物理隔绝的,但线上广告明显对梯媒有挤压作用,这种挤压的强度是不确定的,也就是说分众的营收及利润是不确定的。广告的本质是买流量,买流量转化,这上来说互联网广告的效率是更高的,而且是可观测的。而且随着人工智能的应用,广告推荐推荐算法自我迭代,线上广告的效率越来越高,好比一块海绵吸水越来越多。腾讯的视频号已经做成,这又增加了广告主一个新的投放阵地战,整个线上广告甭管是吸金空间还是吸金效率都在提高,而广告主每年的销售费用投放是有限的,这里多点那里就得少点,挤压就是这么形成了,腾讯还只是互联网广告领域的二梯队……","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>行业和行业间,特别是有竞争或者挤压关系的行业间,做做比较这样才更全面。分众几乎就是梯媒的代名词,虽然在自己行业里凭借规模化和网络化,龙头地位无法撼动,但是近六七年互联网广告的发展,虽然线上线下是物理隔绝的,但线上广告明显对梯媒有挤压作用,这种挤压的强度是不确定的,也就是说分众的营收及利润是不确定的。广告的本质是买流量,买流量转化,这上来说互联网广告的效率是更高的,而且是可观测的。而且随着人工智能的应用,广告推荐推荐算法自我迭代,线上广告的效率越来越高,好比一块海绵吸水越来越多。腾讯的视频号已经做成,这又增加了广告主一个新的投放阵地战,整个线上广告甭管是吸金空间还是吸金效率都在提高,而广告主每年的销售费用投放是有限的,这里多点那里就得少点,挤压就是这么形成了,腾讯还只是互联网广告领域的二梯队……","text":"$腾讯控股(00700)$ 行业和行业间,特别是有竞争或者挤压关系的行业间,做做比较这样才更全面。分众几乎就是梯媒的代名词,虽然在自己行业里凭借规模化和网络化,龙头地位无法撼动,但是近六七年互联网广告的发展,虽然线上线下是物理隔绝的,但线上广告明显对梯媒有挤压作用,这种挤压的强度是不确定的,也就是说分众的营收及利润是不确定的。广告的本质是买流量,买流量转化,这上来说互联网广告的效率是更高的,而且是可观测的。而且随着人工智能的应用,广告推荐推荐算法自我迭代,线上广告的效率越来越高,好比一块海绵吸水越来越多。腾讯的视频号已经做成,这又增加了广告主一个新的投放阵地战,整个线上广告甭管是吸金空间还是吸金效率都在提高,而广告主每年的销售费用投放是有限的,这里多点那里就得少点,挤压就是这么形成了,腾讯还只是互联网广告领域的二梯队……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330494208319488","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330185688088576,"gmtCreate":1721635701241,"gmtModify":1721635702912,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 请教一下,8月13才发业绩 上次是等到了前一周多没发才开始跌的,这次还早吧?再跌就真要吃土了,难受","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 请教一下,8月13才发业绩 上次是等到了前一周多没发才开始跌的,这次还早吧?再跌就真要吃土了,难受","text":"$超微电脑(SMCI)$ 请教一下,8月13才发业绩 上次是等到了前一周多没发才开始跌的,这次还早吧?再跌就真要吃土了,难受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330185688088576","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329317142692008,"gmtCreate":1721400240319,"gmtModify":1721400263531,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>前几年各路大V分析腾讯,上来就是只要有微信,在上面开花结果,啥都不用愁,结果就是利润不增反降,四年股价不涨的啪啪打脸。我用微信不错,那我就一定要玩你的游戏吗,看你的视频吗,听你的音乐吗?没有必然性,因为还得靠产品本身,本身不行,再依托微信也是枉然...","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>前几年各路大V分析腾讯,上来就是只要有微信,在上面开花结果,啥都不用愁,结果就是利润不增反降,四年股价不涨的啪啪打脸。我用微信不错,那我就一定要玩你的游戏吗,看你的视频吗,听你的音乐吗?没有必然性,因为还得靠产品本身,本身不行,再依托微信也是枉然...","text":"$腾讯控股(00700)$ 前几年各路大V分析腾讯,上来就是只要有微信,在上面开花结果,啥都不用愁,结果就是利润不增反降,四年股价不涨的啪啪打脸。我用微信不错,那我就一定要玩你的游戏吗,看你的视频吗,听你的音乐吗?没有必然性,因为还得靠产品本身,本身不行,再依托微信也是枉然...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/329317142692008","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"浅薄了,单说这次腾讯从260多元 涨到400元 这波红利你再说没挣到钱。 我劝你还是不要炒股了。","text":"浅薄了,单说这次腾讯从260多元 涨到400元 这波红利你再说没挣到钱。 我劝你还是不要炒股了。","html":"浅薄了,单说这次腾讯从260多元 涨到400元 这波红利你再说没挣到钱。 我劝你还是不要炒股了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328882881028320,"gmtCreate":1721316618999,"gmtModify":1721316620666,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>这波下跌的快又猛,连续长阴应该是要进大中枢震荡了,今天又高开低走后面杀跌的空间还是很大,也不排除这就是见顶了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>这波下跌的快又猛,连续长阴应该是要进大中枢震荡了,今天又高开低走后面杀跌的空间还是很大,也不排除这就是见顶了","text":"$美国超微公司(AMD)$ 这波下跌的快又猛,连续长阴应该是要进大中枢震荡了,今天又高开低走后面杀跌的空间还是很大,也不排除这就是见顶了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328882881028320","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328513094570208,"gmtCreate":1721226339101,"gmtModify":1721226341222,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>现在淘系产品百分之九十比pdd有优势了,首先是商家运营成本低,直接可以给到更低的价格,拼多多的运营成本非常之高,而且擦边黑太多,不提高价格不做特供版在pdd是活不下去的。所以综合对比,淘系价格要低20-30%。来自同时做淘系京系和pdd的综合得来的,所有商家均是如此。但现在拼多多市值这么高,还得有的跌","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>现在淘系产品百分之九十比pdd有优势了,首先是商家运营成本低,直接可以给到更低的价格,拼多多的运营成本非常之高,而且擦边黑太多,不提高价格不做特供版在pdd是活不下去的。所以综合对比,淘系价格要低20-30%。来自同时做淘系京系和pdd的综合得来的,所有商家均是如此。但现在拼多多市值这么高,还得有的跌","text":"$拼多多(PDD)$ 现在淘系产品百分之九十比pdd有优势了,首先是商家运营成本低,直接可以给到更低的价格,拼多多的运营成本非常之高,而且擦边黑太多,不提高价格不做特供版在pdd是活不下去的。所以综合对比,淘系价格要低20-30%。来自同时做淘系京系和pdd的综合得来的,所有商家均是如此。但现在拼多多市值这么高,还得有的跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513094570208","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328184028831968,"gmtCreate":1721146000786,"gmtModify":1721147213517,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>腾讯两天跌了17元,这个跌幅,本周就见到350。后面估计还得再下跌几周,又会有各种腾渣倒闭类似的负面消息充斥而来……真的是得熬的住啊","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯两天跌了17元,这个跌幅,本周就见到350。后面估计还得再下跌几周,又会有各种腾渣倒闭类似的负面消息充斥而来……真的是得熬的住啊","text":"$腾讯控股(00700)$ 腾讯两天跌了17元,这个跌幅,本周就见到350。后面估计还得再下跌几周,又会有各种腾渣倒闭类似的负面消息充斥而来……真的是得熬的住啊","images":[{"img":"https://static.tigerbbs.com/cfca1509e95cb2754b87d7ad6072edb0","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328184028831968","isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327795590598928,"gmtCreate":1721051087566,"gmtModify":1721052190400,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>很早之前有个关于投资的视频,大概是苹果2万亿市值的时候,论点为当下是投资苹果的股票还是其他小市值的股票,用现在后视镜的眼光来看,还是苹果最后胜出了,苹果真的很优秀","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>很早之前有个关于投资的视频,大概是苹果2万亿市值的时候,论点为当下是投资苹果的股票还是其他小市值的股票,用现在后视镜的眼光来看,还是苹果最后胜出了,苹果真的很优秀","text":"$苹果(AAPL)$ 很早之前有个关于投资的视频,大概是苹果2万亿市值的时候,论点为当下是投资苹果的股票还是其他小市值的股票,用现在后视镜的眼光来看,还是苹果最后胜出了,苹果真的很优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327795590598928","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326740353204224,"gmtCreate":1720792243130,"gmtModify":1720792986001,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>预判你的预判,今晚英伟达<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 低开收红十字星,超微电脑收涨,叠加中际靓丽中报(互动一直强调满负荷生产,订单持续增加),而且这次没有人乱按计算器,大家猜猜下周周线能不能收正15个点左右","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>预判你的预判,今晚英伟达<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 低开收红十字星,超微电脑收涨,叠加中际靓丽中报(互动一直强调满负荷生产,订单持续增加),而且这次没有人乱按计算器,大家猜猜下周周线能不能收正15个点左右","text":"$英伟达(NVDA)$ 预判你的预判,今晚英伟达$英伟达(NVDA)$ 低开收红十字星,超微电脑收涨,叠加中际靓丽中报(互动一直强调满负荷生产,订单持续增加),而且这次没有人乱按计算器,大家猜猜下周周线能不能收正15个点左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326740353204224","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326481255858456,"gmtCreate":1720709875090,"gmtModify":1720709989127,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 投机如群山般古老。FF 纪念仓、GME 空仓。涨再多我也不参与了,宁愿买点看得懂的公司,以远景期权放大收益。能骗我一次,就能背刺我一百次。给老马烧,好歹造福人类。给 meme,看不到意义所在。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 投机如群山般古老。FF 纪念仓、GME 空仓。涨再多我也不参与了,宁愿买点看得懂的公司,以远景期权放大收益。能骗我一次,就能背刺我一百次。给老马烧,好歹造福人类。给 meme,看不到意义所在。","text":"$游戏驿站(GME)$ 投机如群山般古老。FF 纪念仓、GME 空仓。涨再多我也不参与了,宁愿买点看得懂的公司,以远景期权放大收益。能骗我一次,就能背刺我一百次。给老马烧,好歹造福人类。给 meme,看不到意义所在。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326481255858456","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294177727885464,"gmtCreate":1712825750990,"gmtModify":1712826116003,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> Meta没做什么,进军元宇宙没有什么成果,刚好碰到苹果的vision pro,重新打响了VR的旗号罢了,meta的股价也就是乘东风之便,吃吃红利啦。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> Meta没做什么,进军元宇宙没有什么成果,刚好碰到苹果的vision pro,重新打响了VR的旗号罢了,meta的股价也就是乘东风之便,吃吃红利啦。","text":"$Meta Platforms(META)$ Meta没做什么,进军元宇宙没有什么成果,刚好碰到苹果的vision pro,重新打响了VR的旗号罢了,meta的股价也就是乘东风之便,吃吃红利啦。","images":[{"img":"https://static.tigerbbs.com/5cb3c33ba2ffb521cb7c1534035602e0","width":"628","height":"327"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294177727885464","isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":331359896199336,"gmtCreate":1721922465600,"gmtModify":1721976860119,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>很多人只看美团今年翻倍 就觉得美团的位置很高 疯狂唱空美团美团的管理层愿意掏出两百多亿来回购股票一天五亿一天五亿 港股除了腾讯还有哪个企业有这种魄力?我们可以看到美团管理层为了维护股价,维护投资者信心而做出的努力,这是百分之99的老板做不到的,因为大部分的老板只想着上市套现跑路而已。对比腾讯 小米 拼多多 这些在2022年10月见底以来股价翻倍甚至几倍的 美团现在的价格才刚摸到22年10月的低点而已 这些那些空头怎么不说?现在腾讯股价已经回到当初美团接近200时候的股价了,那些空头怎么不说?那些说美团价位高的 说美团今年居然跑赢了恒科40多个点 却不看美团去年的跌幅跑输恒科40个点,看不到年初美团的股价腰斩有多惨,看不到管理层维护股价的决心,现在只是拉平之前的差距回到他应有的位置而已(美团高位下来跌幅仍然有百分之75)就王兴在美团400多不减持 低价几百亿回购这种真金白银回购这种魄力,美团就值得投,美团就注定会是中国最优秀的那批企业。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>很多人只看美团今年翻倍 就觉得美团的位置很高 疯狂唱空美团美团的管理层愿意掏出两百多亿来回购股票一天五亿一天五亿 港股除了腾讯还有哪个企业有这种魄力?我们可以看到美团管理层为了维护股价,维护投资者信心而做出的努力,这是百分之99的老板做不到的,因为大部分的老板只想着上市套现跑路而已。对比腾讯 小米 拼多多 这些在2022年10月见底以来股价翻倍甚至几倍的 美团现在的价格才刚摸到22年10月的低点而已 这些那些空头怎么不说?现在腾讯股价已经回到当初美团接近200时候的股价了,那些空头怎么不说?那些说美团价位高的 说美团今年居然跑赢了恒科40多个点 却不看美团去年的跌幅跑输恒科40个点,看不到年初美团的股价腰斩有多惨,看不到管理层维护股价的决心,现在只是拉平之前的差距回到他应有的位置而已(美团高位下来跌幅仍然有百分之75)就王兴在美团400多不减持 低价几百亿回购这种真金白银回购这种魄力,美团就值得投,美团就注定会是中国最优秀的那批企业。","text":"$美团-W(03690)$ 很多人只看美团今年翻倍 就觉得美团的位置很高 疯狂唱空美团美团的管理层愿意掏出两百多亿来回购股票一天五亿一天五亿 港股除了腾讯还有哪个企业有这种魄力?我们可以看到美团管理层为了维护股价,维护投资者信心而做出的努力,这是百分之99的老板做不到的,因为大部分的老板只想着上市套现跑路而已。对比腾讯 小米 拼多多 这些在2022年10月见底以来股价翻倍甚至几倍的 美团现在的价格才刚摸到22年10月的低点而已 这些那些空头怎么不说?现在腾讯股价已经回到当初美团接近200时候的股价了,那些空头怎么不说?那些说美团价位高的 说美团今年居然跑赢了恒科40多个点 却不看美团去年的跌幅跑输恒科40个点,看不到年初美团的股价腰斩有多惨,看不到管理层维护股价的决心,现在只是拉平之前的差距回到他应有的位置而已(美团高位下来跌幅仍然有百分之75)就王兴在美团400多不减持 低价几百亿回购这种真金白银回购这种魄力,美团就值得投,美团就注定会是中国最优秀的那批企业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/331359896199336","isVote":1,"tweetType":1,"viewCount":2757,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494290888013320","authorId":"3494290888013320","name":"路飞船长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"分析的那么牛逼,你应该卖房卖车贷款网贷来梭哈美团(实在不行卖肾也行),不然都对不起你这“有理有据头头是道”","text":"分析的那么牛逼,你应该卖房卖车贷款网贷来梭哈美团(实在不行卖肾也行),不然都对不起你这“有理有据头头是道”","html":"分析的那么牛逼,你应该卖房卖车贷款网贷来梭哈美团(实在不行卖肾也行),不然都对不起你这“有理有据头头是道”"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330981480194216,"gmtCreate":1721830078879,"gmtModify":1721830109836,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>前几天听到一个观点挺有意思的,说是由于宏观经济下行,未来很长一段时间将不会再存在以往高增长的机会。所以投资风格大概率会由资产端专项负债端,也就是说之前的投资偏好是那些资产会大幅增长的企业,而之后会转成负债端很健康、现金流很充足的企业,例如高回购的腾讯和高分红的茅台这种","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>前几天听到一个观点挺有意思的,说是由于宏观经济下行,未来很长一段时间将不会再存在以往高增长的机会。所以投资风格大概率会由资产端专项负债端,也就是说之前的投资偏好是那些资产会大幅增长的企业,而之后会转成负债端很健康、现金流很充足的企业,例如高回购的腾讯和高分红的茅台这种","text":"$腾讯控股(00700)$ 前几天听到一个观点挺有意思的,说是由于宏观经济下行,未来很长一段时间将不会再存在以往高增长的机会。所以投资风格大概率会由资产端专项负债端,也就是说之前的投资偏好是那些资产会大幅增长的企业,而之后会转成负债端很健康、现金流很充足的企业,例如高回购的腾讯和高分红的茅台这种","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/330981480194216","isVote":1,"tweetType":1,"viewCount":3003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331733260730368,"gmtCreate":1722013526593,"gmtModify":1722013783586,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>商业模式对于大道来说,有时候可以看到未来,比如拼多多,在我们普通人给它取外号拼夕夕时大道认为他会成事儿。这叫前瞻。这是眼界和资源的差距,我们既不了解行业,又不了解黄老板的天赋和为人。我们普通人更多是从已有的财务数据去倒推商业模式,反过来思考为什么某个企业能赚这么多钱,然后再思考一下能不能持续赚这么多钱甚至更多钱。这叫后知后觉。里面差距巨大。但是有一点殊途同归:都要买以后越来越好,能赚大量自由现金流的企业。区别仅在于,我们买现在就好,以后也好。大道既买现在好+以后好,也买现在一般甚至不好+以后好的企业。我们能做到的大道也能,大道能做的另一半我们最好别去做。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>商业模式对于大道来说,有时候可以看到未来,比如拼多多,在我们普通人给它取外号拼夕夕时大道认为他会成事儿。这叫前瞻。这是眼界和资源的差距,我们既不了解行业,又不了解黄老板的天赋和为人。我们普通人更多是从已有的财务数据去倒推商业模式,反过来思考为什么某个企业能赚这么多钱,然后再思考一下能不能持续赚这么多钱甚至更多钱。这叫后知后觉。里面差距巨大。但是有一点殊途同归:都要买以后越来越好,能赚大量自由现金流的企业。区别仅在于,我们买现在就好,以后也好。大道既买现在好+以后好,也买现在一般甚至不好+以后好的企业。我们能做到的大道也能,大道能做的另一半我们最好别去做。","text":"$拼多多(PDD)$ 商业模式对于大道来说,有时候可以看到未来,比如拼多多,在我们普通人给它取外号拼夕夕时大道认为他会成事儿。这叫前瞻。这是眼界和资源的差距,我们既不了解行业,又不了解黄老板的天赋和为人。我们普通人更多是从已有的财务数据去倒推商业模式,反过来思考为什么某个企业能赚这么多钱,然后再思考一下能不能持续赚这么多钱甚至更多钱。这叫后知后觉。里面差距巨大。但是有一点殊途同归:都要买以后越来越好,能赚大量自由现金流的企业。区别仅在于,我们买现在就好,以后也好。大道既买现在好+以后好,也买现在一般甚至不好+以后好的企业。我们能做到的大道也能,大道能做的另一半我们最好别去做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331733260730368","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331361846071296,"gmtCreate":1721922849187,"gmtModify":1721976439978,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>腾讯现在交易的是美国衰退,跟美跌,A先看缩量4000亿,碰前低,上证到2600左右,港很难不跟跌。腾讯先看前低吧,可以做波段不要怕卖飞,死守只会降低收益","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯现在交易的是美国衰退,跟美跌,A先看缩量4000亿,碰前低,上证到2600左右,港很难不跟跌。腾讯先看前低吧,可以做波段不要怕卖飞,死守只会降低收益","text":"$腾讯控股(00700)$ 腾讯现在交易的是美国衰退,跟美跌,A先看缩量4000亿,碰前低,上证到2600左右,港很难不跟跌。腾讯先看前低吧,可以做波段不要怕卖飞,死守只会降低收益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331361846071296","isVote":1,"tweetType":1,"viewCount":3512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328513094570208,"gmtCreate":1721226339101,"gmtModify":1721226341222,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>现在淘系产品百分之九十比pdd有优势了,首先是商家运营成本低,直接可以给到更低的价格,拼多多的运营成本非常之高,而且擦边黑太多,不提高价格不做特供版在pdd是活不下去的。所以综合对比,淘系价格要低20-30%。来自同时做淘系京系和pdd的综合得来的,所有商家均是如此。但现在拼多多市值这么高,还得有的跌","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>现在淘系产品百分之九十比pdd有优势了,首先是商家运营成本低,直接可以给到更低的价格,拼多多的运营成本非常之高,而且擦边黑太多,不提高价格不做特供版在pdd是活不下去的。所以综合对比,淘系价格要低20-30%。来自同时做淘系京系和pdd的综合得来的,所有商家均是如此。但现在拼多多市值这么高,还得有的跌","text":"$拼多多(PDD)$ 现在淘系产品百分之九十比pdd有优势了,首先是商家运营成本低,直接可以给到更低的价格,拼多多的运营成本非常之高,而且擦边黑太多,不提高价格不做特供版在pdd是活不下去的。所以综合对比,淘系价格要低20-30%。来自同时做淘系京系和pdd的综合得来的,所有商家均是如此。但现在拼多多市值这么高,还得有的跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513094570208","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329317142692008,"gmtCreate":1721400240319,"gmtModify":1721400263531,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>前几年各路大V分析腾讯,上来就是只要有微信,在上面开花结果,啥都不用愁,结果就是利润不增反降,四年股价不涨的啪啪打脸。我用微信不错,那我就一定要玩你的游戏吗,看你的视频吗,听你的音乐吗?没有必然性,因为还得靠产品本身,本身不行,再依托微信也是枉然...","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>前几年各路大V分析腾讯,上来就是只要有微信,在上面开花结果,啥都不用愁,结果就是利润不增反降,四年股价不涨的啪啪打脸。我用微信不错,那我就一定要玩你的游戏吗,看你的视频吗,听你的音乐吗?没有必然性,因为还得靠产品本身,本身不行,再依托微信也是枉然...","text":"$腾讯控股(00700)$ 前几年各路大V分析腾讯,上来就是只要有微信,在上面开花结果,啥都不用愁,结果就是利润不增反降,四年股价不涨的啪啪打脸。我用微信不错,那我就一定要玩你的游戏吗,看你的视频吗,听你的音乐吗?没有必然性,因为还得靠产品本身,本身不行,再依托微信也是枉然...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/329317142692008","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"浅薄了,单说这次腾讯从260多元 涨到400元 这波红利你再说没挣到钱。 我劝你还是不要炒股了。","text":"浅薄了,单说这次腾讯从260多元 涨到400元 这波红利你再说没挣到钱。 我劝你还是不要炒股了。","html":"浅薄了,单说这次腾讯从260多元 涨到400元 这波红利你再说没挣到钱。 我劝你还是不要炒股了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326481255858456,"gmtCreate":1720709875090,"gmtModify":1720709989127,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 投机如群山般古老。FF 纪念仓、GME 空仓。涨再多我也不参与了,宁愿买点看得懂的公司,以远景期权放大收益。能骗我一次,就能背刺我一百次。给老马烧,好歹造福人类。给 meme,看不到意义所在。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 投机如群山般古老。FF 纪念仓、GME 空仓。涨再多我也不参与了,宁愿买点看得懂的公司,以远景期权放大收益。能骗我一次,就能背刺我一百次。给老马烧,好歹造福人类。给 meme,看不到意义所在。","text":"$游戏驿站(GME)$ 投机如群山般古老。FF 纪念仓、GME 空仓。涨再多我也不参与了,宁愿买点看得懂的公司,以远景期权放大收益。能骗我一次,就能背刺我一百次。给老马烧,好歹造福人类。给 meme,看不到意义所在。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326481255858456","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328882881028320,"gmtCreate":1721316618999,"gmtModify":1721316620666,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>这波下跌的快又猛,连续长阴应该是要进大中枢震荡了,今天又高开低走后面杀跌的空间还是很大,也不排除这就是见顶了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>这波下跌的快又猛,连续长阴应该是要进大中枢震荡了,今天又高开低走后面杀跌的空间还是很大,也不排除这就是见顶了","text":"$美国超微公司(AMD)$ 这波下跌的快又猛,连续长阴应该是要进大中枢震荡了,今天又高开低走后面杀跌的空间还是很大,也不排除这就是见顶了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328882881028320","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331731431862440,"gmtCreate":1722013172548,"gmtModify":1722013174375,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>就内资这种卖法,我隐隐约约感觉到应该是有可能一个巨大的利空被提前知晓了,资金提前出逃。至于利空是啥就不得而知了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>就内资这种卖法,我隐隐约约感觉到应该是有可能一个巨大的利空被提前知晓了,资金提前出逃。至于利空是啥就不得而知了。","text":"$美团-W(03690)$ 就内资这种卖法,我隐隐约约感觉到应该是有可能一个巨大的利空被提前知晓了,资金提前出逃。至于利空是啥就不得而知了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331731431862440","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330494208319488,"gmtCreate":1721711023563,"gmtModify":1721711025914,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>行业和行业间,特别是有竞争或者挤压关系的行业间,做做比较这样才更全面。分众几乎就是梯媒的代名词,虽然在自己行业里凭借规模化和网络化,龙头地位无法撼动,但是近六七年互联网广告的发展,虽然线上线下是物理隔绝的,但线上广告明显对梯媒有挤压作用,这种挤压的强度是不确定的,也就是说分众的营收及利润是不确定的。广告的本质是买流量,买流量转化,这上来说互联网广告的效率是更高的,而且是可观测的。而且随着人工智能的应用,广告推荐推荐算法自我迭代,线上广告的效率越来越高,好比一块海绵吸水越来越多。腾讯的视频号已经做成,这又增加了广告主一个新的投放阵地战,整个线上广告甭管是吸金空间还是吸金效率都在提高,而广告主每年的销售费用投放是有限的,这里多点那里就得少点,挤压就是这么形成了,腾讯还只是互联网广告领域的二梯队……","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>行业和行业间,特别是有竞争或者挤压关系的行业间,做做比较这样才更全面。分众几乎就是梯媒的代名词,虽然在自己行业里凭借规模化和网络化,龙头地位无法撼动,但是近六七年互联网广告的发展,虽然线上线下是物理隔绝的,但线上广告明显对梯媒有挤压作用,这种挤压的强度是不确定的,也就是说分众的营收及利润是不确定的。广告的本质是买流量,买流量转化,这上来说互联网广告的效率是更高的,而且是可观测的。而且随着人工智能的应用,广告推荐推荐算法自我迭代,线上广告的效率越来越高,好比一块海绵吸水越来越多。腾讯的视频号已经做成,这又增加了广告主一个新的投放阵地战,整个线上广告甭管是吸金空间还是吸金效率都在提高,而广告主每年的销售费用投放是有限的,这里多点那里就得少点,挤压就是这么形成了,腾讯还只是互联网广告领域的二梯队……","text":"$腾讯控股(00700)$ 行业和行业间,特别是有竞争或者挤压关系的行业间,做做比较这样才更全面。分众几乎就是梯媒的代名词,虽然在自己行业里凭借规模化和网络化,龙头地位无法撼动,但是近六七年互联网广告的发展,虽然线上线下是物理隔绝的,但线上广告明显对梯媒有挤压作用,这种挤压的强度是不确定的,也就是说分众的营收及利润是不确定的。广告的本质是买流量,买流量转化,这上来说互联网广告的效率是更高的,而且是可观测的。而且随着人工智能的应用,广告推荐推荐算法自我迭代,线上广告的效率越来越高,好比一块海绵吸水越来越多。腾讯的视频号已经做成,这又增加了广告主一个新的投放阵地战,整个线上广告甭管是吸金空间还是吸金效率都在提高,而广告主每年的销售费用投放是有限的,这里多点那里就得少点,挤压就是这么形成了,腾讯还只是互联网广告领域的二梯队……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330494208319488","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330185688088576,"gmtCreate":1721635701241,"gmtModify":1721635702912,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 请教一下,8月13才发业绩 上次是等到了前一周多没发才开始跌的,这次还早吧?再跌就真要吃土了,难受","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 请教一下,8月13才发业绩 上次是等到了前一周多没发才开始跌的,这次还早吧?再跌就真要吃土了,难受","text":"$超微电脑(SMCI)$ 请教一下,8月13才发业绩 上次是等到了前一周多没发才开始跌的,这次还早吧?再跌就真要吃土了,难受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330185688088576","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328184028831968,"gmtCreate":1721146000786,"gmtModify":1721147213517,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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=\"0\"></v-v>腾讯两天跌了17元,这个跌幅,本周就见到350。后面估计还得再下跌几周,又会有各种腾渣倒闭类似的负面消息充斥而来……真的是得熬的住啊","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯两天跌了17元,这个跌幅,本周就见到350。后面估计还得再下跌几周,又会有各种腾渣倒闭类似的负面消息充斥而来……真的是得熬的住啊","text":"$腾讯控股(00700)$ 腾讯两天跌了17元,这个跌幅,本周就见到350。后面估计还得再下跌几周,又会有各种腾渣倒闭类似的负面消息充斥而来……真的是得熬的住啊","images":[{"img":"https://static.tigerbbs.com/cfca1509e95cb2754b87d7ad6072edb0","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328184028831968","isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327795590598928,"gmtCreate":1721051087566,"gmtModify":1721052190400,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>很早之前有个关于投资的视频,大概是苹果2万亿市值的时候,论点为当下是投资苹果的股票还是其他小市值的股票,用现在后视镜的眼光来看,还是苹果最后胜出了,苹果真的很优秀","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>很早之前有个关于投资的视频,大概是苹果2万亿市值的时候,论点为当下是投资苹果的股票还是其他小市值的股票,用现在后视镜的眼光来看,还是苹果最后胜出了,苹果真的很优秀","text":"$苹果(AAPL)$ 很早之前有个关于投资的视频,大概是苹果2万亿市值的时候,论点为当下是投资苹果的股票还是其他小市值的股票,用现在后视镜的眼光来看,还是苹果最后胜出了,苹果真的很优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327795590598928","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326740353204224,"gmtCreate":1720792243130,"gmtModify":1720792986001,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","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>预判你的预判,今晚英伟达<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 低开收红十字星,超微电脑收涨,叠加中际靓丽中报(互动一直强调满负荷生产,订单持续增加),而且这次没有人乱按计算器,大家猜猜下周周线能不能收正15个点左右","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>预判你的预判,今晚英伟达<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 低开收红十字星,超微电脑收涨,叠加中际靓丽中报(互动一直强调满负荷生产,订单持续增加),而且这次没有人乱按计算器,大家猜猜下周周线能不能收正15个点左右","text":"$英伟达(NVDA)$ 预判你的预判,今晚英伟达$英伟达(NVDA)$ 低开收红十字星,超微电脑收涨,叠加中际靓丽中报(互动一直强调满负荷生产,订单持续增加),而且这次没有人乱按计算器,大家猜猜下周周线能不能收正15个点左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326740353204224","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294177727885464,"gmtCreate":1712825750990,"gmtModify":1712826116003,"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> Meta没做什么,进军元宇宙没有什么成果,刚好碰到苹果的vision pro,重新打响了VR的旗号罢了,meta的股价也就是乘东风之便,吃吃红利啦。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> Meta没做什么,进军元宇宙没有什么成果,刚好碰到苹果的vision pro,重新打响了VR的旗号罢了,meta的股价也就是乘东风之便,吃吃红利啦。","text":"$Meta Platforms(META)$ Meta没做什么,进军元宇宙没有什么成果,刚好碰到苹果的vision pro,重新打响了VR的旗号罢了,meta的股价也就是乘东风之便,吃吃红利啦。","images":[{"img":"https://static.tigerbbs.com/5cb3c33ba2ffb521cb7c1534035602e0","width":"628","height":"327"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294177727885464","isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}