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一起手牵手
07-22 16:13
$腾讯控股(00700)$
说实话,看着腾讯跌一跌挺好的,回购又可以多买一些,多注销一些。股本越来越低,走苹果的路,9月美国开启降息周期,为这边也打开降息的空间,汇率压力没那么大,所以,天时地利人和,基本都到位了。当然,起决定性作用的还是腾讯本身,稳健的赚钱能力,充裕的自由现金流。真的是上涨概率极大,募目前能稳在这个平台,完全得益于大股东不停在卖……多卖点好,等他卖完了,腾讯大股东就真正是马化腾了。
一起手牵手
07-19
$特朗普媒体科技集团(DJT)$
对空头多少仇恨,要杀空头,就来这里吧。帮散户实现杀做空大机构的愿望。当然,结果如何不知道,但至少能够体现散户的力量
一起手牵手
07-18
$腾讯控股(00700)$
作为曾经单调腾讯很久的股东告诉你们,根本不用扯那么远,就算对应今年现在的腾讯,如果200真那么低估的话,5个月以前就不会出现260多的价格,还持续那么久。所以低估是低估,还不至于谈看不到,这波腾讯要不是每天10亿持续回购,根本起不来这么快,这全是资金面的影响而不是业绩基本面的蜕变,后续考虑到港股的流动性和外围影响,后面肯定还有上涨空间,但是要时刻注意风险,要说现在价格的腾讯肯定是有价值,但像你其他帖子说的比茅台价值高很多那纯属胡扯。
一起手牵手
07-17
$美光科技(MU)$
不懂就问,为啥业绩超预期了,指引也符合预期能跌这么多 还是说目前在做空半导体,美光撞枪口上了,不管有任何动作反正就是跌,太难了
一起手牵手
07-17
$百度(BIDU)$
无人驾驶网约车赛道挤满了人 百度、腾讯、阿里、吉利等国内巨头都下了子 也都培植了自己的完整体系 百度的应该最完善 今年6月已拿下汽车生产资质也闭环 能和特斯拉一争高下,后面业绩应该不会差
一起手牵手
07-15
$阿里巴巴(BABA)$
被外界盛传的大模型“五虎”——月之暗面、MiniMax、百川智能、零一万物、智谱AI背后的投资方名单中,都有阿里的身影,可见阿里投资在AI领域有些激进,不知道后面能不能赚回来,赚不回来股价股价还得往下
一起手牵手
07-12
$阿里巴巴(BABA)$
Baba 未来2-3个季度,我自己预计大概率阿里的利润会很难看,我标记下。核心是看营收、gmv、订单量等数据吧。
一起手牵手
07-11
$英伟达(NVDA)$
$美国超微公司(AMD)$
很多和我一样的空头,最近做空NVDA亏了不少钱,他们很困惑,为什么我同样在唱空NVDA,但我却赚钱了,因为这是咱们看空逻辑不同导致的。很多人唱空NVDA的逻辑,可能是觉得AI板块的泡沫太大,芯片有周期性等等,所以认为整个板块会一起暴跌。我唱空NVDA的逻辑,那是觉得AI增长没问题,但NVDA不可能保持这么高的市场份额,AMD或者其他芯片股会慢慢抢一定市场份额,所以我们是通过做多AMD芯片股,去唱空NVDA。最后的结果是,NVDA从高位只回撤了3%,但AMD从底部反弹了15%,这其实是一个很有意思的思路问题。
一起手牵手
2023-12-27
拉美股是为了港股出货?美股网易两天20多亿成交量,居然拉不动港股?
$网易(NTES)$
$网易-S(09999)$
[汗颜][疑问]
一起手牵手
2023-12-26
有人怀疑和暴雪传出复合的消息是炒作,我倒觉得真实性挺大的,要是谣言,网易公关部不出来辟谣,暴雪的公关部都得跳脚。大概率是目前还有一些事项没谈妥,还在谈判中,所以期待吧。2024年,依然看好网易。
$网易(NTES)$
一起手牵手
2023-12-22
大股东不断减持,股价不断创出新高。这是为什么么呢。股东减持不影响股价吗[疑问]
$Coinbase Global, Inc.(COIN)$
一起手牵手
2023-12-21
阿里其实早已贻误了战机,这次是否能给自己迎来转机,需要边走边看。但从估值角度而言,战略上的出尔反尔,重要位置也调整差不多了,剩下更多是执行层面的落地或人员调整,整体利空基本已经出尽,短期股价底部基本已经形成。
$阿里巴巴(BABA)$
一起手牵手
2023-12-20
每一次的回调都是买点,软硬件齐开花,迟早还会新高。还是
$英伟达(NVDA)$
稳健,买入放着睡大觉就好
一起手牵手
2023-12-19
所有的人工智能公司的基础模型计算,都需要买英伟达的超级计算型显卡A系列。或者专门用于训练模型的各种型号显卡,可以预见,未来英伟达还会出更多算力“更强”的产品,“更强显卡”意味着“更多利润”。
$英伟达(NVDA)$
一起手牵手
2023-12-18
记住,伟教教义,24年1000,25年1500,十年太长,我们只要两年,只争朝夕[惊讶]
$英伟达(NVDA)$
一起手牵手
2023-12-15
英伟达的强大是建立了整个应用生态圈,哪怕苏大妈的MI300性能赶得上甚至更好,也很难推广,除非得到大客户的鼎力支持。当然现在大客户为了搞平衡,是可以从老黄口里切出一块肉来匀一允。至于其他小的公司推出的芯片,更加难以获得大规模的应用。
$英伟达(NVDA)$
一起手牵手
2023-12-14
NVDA500美元以下全力买进,明年目标价1000美元以上。明年AI产业将大爆发成长。冲就完事儿了
$英伟达(NVDA)$
一起手牵手
2023-12-13
我就不买英伟达,其他能看懂的更多,足够了,足够了,太多了,巴菲特一辈子不碰高科技,算总股份两千亿身价,无所谓的
$英伟达(NVDA)$
一起手牵手
2023-12-12
华为反击了,
$小米集团-W(01810)$
申请的是新型实用专利,而华为申请的发明专利,不懂就问,如果这两个专利有冲突,会彼此获批吗?
一起手牵手
2023-12-11
港股很刺激,涨跌都很刺激,11月2日是涨的最高点32.2,12月回到20以下。恒生指数最低跌破16000大概率今天见底,港股反弹也非常刺激,恒生指数暴利反弹一触即发!
$恒生指数(HSI)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>说实话,看着腾讯跌一跌挺好的,回购又可以多买一些,多注销一些。股本越来越低,走苹果的路,9月美国开启降息周期,为这边也打开降息的空间,汇率压力没那么大,所以,天时地利人和,基本都到位了。当然,起决定性作用的还是腾讯本身,稳健的赚钱能力,充裕的自由现金流。真的是上涨概率极大,募目前能稳在这个平台,完全得益于大股东不停在卖……多卖点好,等他卖完了,腾讯大股东就真正是马化腾了。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>说实话,看着腾讯跌一跌挺好的,回购又可以多买一些,多注销一些。股本越来越低,走苹果的路,9月美国开启降息周期,为这边也打开降息的空间,汇率压力没那么大,所以,天时地利人和,基本都到位了。当然,起决定性作用的还是腾讯本身,稳健的赚钱能力,充裕的自由现金流。真的是上涨概率极大,募目前能稳在这个平台,完全得益于大股东不停在卖……多卖点好,等他卖完了,腾讯大股东就真正是马化腾了。","text":"$腾讯控股(00700)$ 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对空头多少仇恨,要杀空头,就来这里吧。帮散户实现杀做空大机构的愿望。当然,结果如何不知道,但至少能够体现散户的力量","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> 对空头多少仇恨,要杀空头,就来这里吧。帮散户实现杀做空大机构的愿望。当然,结果如何不知道,但至少能够体现散户的力量","text":"$特朗普媒体科技集团(DJT)$ 对空头多少仇恨,要杀空头,就来这里吧。帮散户实现杀做空大机构的愿望。当然,结果如何不知道,但至少能够体现散户的力量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/329318634651760","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"公司不间断增发就是最大空头。","text":"公司不间断增发就是最大空头。","html":"公司不间断增发就是最大空头。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328884285604064,"gmtCreate":1721316961912,"gmtModify":1721316964415,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","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>作为曾经单调腾讯很久的股东告诉你们,根本不用扯那么远,就算对应今年现在的腾讯,如果200真那么低估的话,5个月以前就不会出现260多的价格,还持续那么久。所以低估是低估,还不至于谈看不到,这波腾讯要不是每天10亿持续回购,根本起不来这么快,这全是资金面的影响而不是业绩基本面的蜕变,后续考虑到港股的流动性和外围影响,后面肯定还有上涨空间,但是要时刻注意风险,要说现在价格的腾讯肯定是有价值,但像你其他帖子说的比茅台价值高很多那纯属胡扯。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>作为曾经单调腾讯很久的股东告诉你们,根本不用扯那么远,就算对应今年现在的腾讯,如果200真那么低估的话,5个月以前就不会出现260多的价格,还持续那么久。所以低估是低估,还不至于谈看不到,这波腾讯要不是每天10亿持续回购,根本起不来这么快,这全是资金面的影响而不是业绩基本面的蜕变,后续考虑到港股的流动性和外围影响,后面肯定还有上涨空间,但是要时刻注意风险,要说现在价格的腾讯肯定是有价值,但像你其他帖子说的比茅台价值高很多那纯属胡扯。","text":"$腾讯控股(00700)$ 作为曾经单调腾讯很久的股东告诉你们,根本不用扯那么远,就算对应今年现在的腾讯,如果200真那么低估的话,5个月以前就不会出现260多的价格,还持续那么久。所以低估是低估,还不至于谈看不到,这波腾讯要不是每天10亿持续回购,根本起不来这么快,这全是资金面的影响而不是业绩基本面的蜕变,后续考虑到港股的流动性和外围影响,后面肯定还有上涨空间,但是要时刻注意风险,要说现在价格的腾讯肯定是有价值,但像你其他帖子说的比茅台价值高很多那纯属胡扯。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328884285604064","isVote":1,"tweetType":1,"viewCount":1945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328514346299616,"gmtCreate":1721226644699,"gmtModify":1721317030763,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 不懂就问,为啥业绩超预期了,指引也符合预期能跌这么多 还是说目前在做空半导体,美光撞枪口上了,不管有任何动作反正就是跌,太难了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 不懂就问,为啥业绩超预期了,指引也符合预期能跌这么多 还是说目前在做空半导体,美光撞枪口上了,不管有任何动作反正就是跌,太难了","text":"$美光科技(MU)$ 不懂就问,为啥业绩超预期了,指引也符合预期能跌这么多 还是说目前在做空半导体,美光撞枪口上了,不管有任何动作反正就是跌,太难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/328514346299616","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4167636942774862","authorId":"4167636942774862","name":"ifeng","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"纠正一下。不止美光,是整个半导体跌了","text":"纠正一下。不止美光,是整个半导体跌了","html":"纠正一下。不止美光,是整个半导体跌了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328183118557408,"gmtCreate":1721145778551,"gmtModify":1721145781110,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"1\"></v-v>无人驾驶网约车赛道挤满了人 百度、腾讯、阿里、吉利等国内巨头都下了子 也都培植了自己的完整体系 百度的应该最完善 今年6月已拿下汽车生产资质也闭环 能和特斯拉一争高下,后面业绩应该不会差","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"1\"></v-v>无人驾驶网约车赛道挤满了人 百度、腾讯、阿里、吉利等国内巨头都下了子 也都培植了自己的完整体系 百度的应该最完善 今年6月已拿下汽车生产资质也闭环 能和特斯拉一争高下,后面业绩应该不会差","text":"$百度(BIDU)$ 无人驾驶网约车赛道挤满了人 百度、腾讯、阿里、吉利等国内巨头都下了子 也都培植了自己的完整体系 百度的应该最完善 今年6月已拿下汽车生产资质也闭环 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data-views=\"0\"></v-v>被外界盛传的大模型“五虎”——月之暗面、MiniMax、百川智能、零一万物、智谱AI背后的投资方名单中,都有阿里的身影,可见阿里投资在AI领域有些激进,不知道后面能不能赚回来,赚不回来股价股价还得往下","text":"$阿里巴巴(BABA)$ 被外界盛传的大模型“五虎”——月之暗面、MiniMax、百川智能、零一万物、智谱AI背后的投资方名单中,都有阿里的身影,可见阿里投资在AI领域有些激进,不知道后面能不能赚回来,赚不回来股价股价还得往下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327796652392672","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326739040419904,"gmtCreate":1720791828631,"gmtModify":1720791832779,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>Baba 未来2-3个季度,我自己预计大概率阿里的利润会很难看,我标记下。核心是看营收、gmv、订单量等数据吧。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>Baba 未来2-3个季度,我自己预计大概率阿里的利润会很难看,我标记下。核心是看营收、gmv、订单量等数据吧。","text":"$阿里巴巴(BABA)$ Baba 未来2-3个季度,我自己预计大概率阿里的利润会很难看,我标记下。核心是看营收、gmv、订单量等数据吧。","images":[{"img":"https://static.tigerbbs.com/b1a02b9a23f686e1f84eb5f4b4934144","width":"379","height":"254"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326739040419904","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326483966419224,"gmtCreate":1720710536847,"gmtModify":1720710543851,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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data-views=\"1\"></v-v>","text":"有人怀疑和暴雪传出复合的消息是炒作,我倒觉得真实性挺大的,要是谣言,网易公关部不出来辟谣,暴雪的公关部都得跳脚。大概率是目前还有一些事项没谈妥,还在谈判中,所以期待吧。2024年,依然看好网易。 $网易(NTES)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256300758106160","isVote":1,"tweetType":1,"viewCount":7525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254805937831984,"gmtCreate":1703244557498,"gmtModify":1703244558809,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大股东不断减持,股价不断创出新高。这是为什么么呢。股东减持不影响股价吗[疑问] <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","listText":"大股东不断减持,股价不断创出新高。这是为什么么呢。股东减持不影响股价吗[疑问] <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, 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$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/699d074b5cb5e9331c5abdacc0be6a6b","width":"301","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254460487184432","isVote":1,"tweetType":1,"viewCount":8070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254097533112328,"gmtCreate":1703071489284,"gmtModify":1703071491445,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"每一次的回调都是买点,软硬件齐开花,迟早还会新高。还是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 稳健,买入放着睡大觉就好<v-v data-views=\"1\"></v-v>","listText":"每一次的回调都是买点,软硬件齐开花,迟早还会新高。还是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 稳健,买入放着睡大觉就好<v-v data-views=\"1\"></v-v>","text":"每一次的回调都是买点,软硬件齐开花,迟早还会新高。还是 $英伟达(NVDA)$ 稳健,买入放着睡大觉就好","images":[{"img":"https://static.tigerbbs.com/16775e917b1db74697b75e39960732f2","width":"400","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254097533112328","isVote":1,"tweetType":1,"viewCount":7756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253751466426376,"gmtCreate":1702987000347,"gmtModify":1702992243079,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"所有的人工智能公司的基础模型计算,都需要买英伟达的超级计算型显卡A系列。或者专门用于训练模型的各种型号显卡,可以预见,未来英伟达还会出更多算力“更强”的产品,“更强显卡”意味着“更多利润”。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v 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作为曾经单调腾讯很久的股东告诉你们,根本不用扯那么远,就算对应今年现在的腾讯,如果200真那么低估的话,5个月以前就不会出现260多的价格,还持续那么久。所以低估是低估,还不至于谈看不到,这波腾讯要不是每天10亿持续回购,根本起不来这么快,这全是资金面的影响而不是业绩基本面的蜕变,后续考虑到港股的流动性和外围影响,后面肯定还有上涨空间,但是要时刻注意风险,要说现在价格的腾讯肯定是有价值,但像你其他帖子说的比茅台价值高很多那纯属胡扯。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328884285604064","isVote":1,"tweetType":1,"viewCount":1945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326483966419224,"gmtCreate":1720710536847,"gmtModify":1720710543851,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v 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href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> [汗颜][疑问]","text":"拉美股是为了港股出货?美股网易两天20多亿成交量,居然拉不动港股? $网易(NTES)$ $网易-S(09999)$ [汗颜][疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256600217067568","isVote":1,"tweetType":1,"viewCount":7830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254097533112328,"gmtCreate":1703071489284,"gmtModify":1703071491445,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"每一次的回调都是买点,软硬件齐开花,迟早还会新高。还是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 稳健,买入放着睡大觉就好<v-v data-views=\"1\"></v-v>","listText":"每一次的回调都是买点,软硬件齐开花,迟早还会新高。还是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 稳健,买入放着睡大觉就好<v-v 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data-views=\"1\"></v-v>","text":"特斯拉以今明两年的可能业绩股价的确不值这个价(当前pE70倍,即便明年利润翻番pE仍有35倍),但全世界投资者哄拥购入的理由是长期看好。没有太多争议的是明年特斯拉的汽车产销量增长40%都难,但总利润翻番的概率却仍会很高 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244545274896432","isVote":1,"tweetType":1,"viewCount":8266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243586835677184,"gmtCreate":1700487807896,"gmtModify":1700487809242,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"英伟达的订单都排到5年后了……业绩是没啥可怀疑的吧。业绩没问题,不过这价格再涨,感觉虚高太多了,产能也是大问题,变现不了那么大金额 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"英伟达的订单都排到5年后了……业绩是没啥可怀疑的吧。业绩没问题,不过这价格再涨,感觉虚高太多了,产能也是大问题,变现不了那么大金额 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"英伟达的订单都排到5年后了……业绩是没啥可怀疑的吧。业绩没问题,不过这价格再涨,感觉虚高太多了,产能也是大问题,变现不了那么大金额 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243586835677184","isVote":1,"tweetType":1,"viewCount":4364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330187067338752,"gmtCreate":1721636037972,"gmtModify":1721636096657,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v 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说实话,看着腾讯跌一跌挺好的,回购又可以多买一些,多注销一些。股本越来越低,走苹果的路,9月美国开启降息周期,为这边也打开降息的空间,汇率压力没那么大,所以,天时地利人和,基本都到位了。当然,起决定性作用的还是腾讯本身,稳健的赚钱能力,充裕的自由现金流。真的是上涨概率极大,募目前能稳在这个平台,完全得益于大股东不停在卖……多卖点好,等他卖完了,腾讯大股东就真正是马化腾了。","images":[{"img":"https://static.tigerbbs.com/8fe6f0d15931279cf38f4d39652bc71a","width":"640","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330187067338752","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328183118557408,"gmtCreate":1721145778551,"gmtModify":1721145781110,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"1\"></v-v>无人驾驶网约车赛道挤满了人 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