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一起手牵手
08-23 02:01
$百度(BIDU)$
做空百度赚的钱是最开心的。莆田系害了多少人,垃圾广告多讨厌。谷歌背干总有小人得志。 恭喜小人股价喋喋不休跌 我希望大家用谷歌的AI,很好堪比chatgpt
一起手牵手
08-23 01:56
$小米集团-W(01810)$
小米是唯数不多的能走出去的中国科技企业,完全有希望成为下一个sony、或三星。腾讯这么牛逼可惜走不出去。这才是未来最大的变量。
一起手牵手
08-23 01:53
$特斯拉(TSLA)$
特斯拉估值再提升,只能靠脑机接口,机器人,无人出租车?这几个项目短期内都是亏损项,至少3年内没有盈利的可能
一起手牵手
08-23 01:48
$台积电(TSM)$
台积电已将2025年底的CoWoS产能预测从先前的6-6.2万片/月上调至7万片/月。新增产能将主要用于生产CoW-S产品,以应对英伟达B200A生产时程提前的需求。这个业绩提升应该会很明显
一起手牵手
08-20
$小米集团-W(01810)$
小米不仅革了很多品牌的命,还让一些花高价交智商税的人没了优越感,免不了被黑被骂,我能理解,反正我支持小米
一起手牵手
08-20
$微软(MSFT)$
上礼拜开盘其实算是最后逃命波 420的价格有逃命到的还有一点小收益 这波个人估计是下探3字头 在第一次崩盘开始前我已经预估到会下探3字头 当时看笑话的多著 然而月初礼拜一的大跌完全印证了这个说法 这次很明显420关卡站不稳了 前面也没有带量出来上涨 这次大盘下跌估计就是带回3字头 买在450以上的人 可能得考虑止损了 止损是一种成长
一起手牵手
08-16
$谷歌(GOOG)$
以前是通过pagerank和用户点击,挖掘网页和搜索词之间的相关性,所以用的人越多,搜索结果质量越高。现在AI这种是把知识文本扔进去训练,结果是靠模型推理,用户反馈对结果影响的权重降低了,所以谷歌搜索的壁垒在这种交互形式下是相对下降的
一起手牵手
08-16
$腾讯控股(00700)$
腾讯之前给我的印象是社交软件壁垒很深且投资能力强,后来和朋友也聊到,因为腾讯可以分发流量,给被投资的公司赋能所以投资一直比较成功。国内看来还是缺少海外丹纳赫那类依靠管理输出的投资公司。
一起手牵手
08-15
$阿里巴巴(BABA)$
阿里自身以前的一些免费流量,以及品牌商竞价不积极的因素开始要改变了,这是内部利好的一面,另外抖音拼多多gmv也比较大了,增速也大幅放缓,并且他们的takerate更高,这是外部竞争环境还是在相对改善,我的看法是2年内阿里核心电商业务会重拾增长。电商平台不是你死我活的局面,大家最终都有自己美好的未来,当然那些一直找不准自己优势定位的,可能难一些。
一起手牵手
08-15
$拼多多(PDD)$
我早就说了,当下市场中预期差最大的就是伟大企业pdd至今,市场中绝大多数的人类都非常傲慢,根本就不肯花哪怕是一点点的时间来去伪存真认真严肃客观研究一下拼多多,绝大多数人都人云亦云无脑吸纳市场中对拼多多的杂音、片面之词甚至是故意抹黑。
一起手牵手
08-15
$京东(JD)$
京东走下坡路了,业绩只会越来越差,服务远不如以前。现在保价也费劲,质保也没有,以后肯定不会在京东买东西了。
一起手牵手
08-15
$腾讯控股(00700)$
对了,3年多来腾讯单日十个点以上的涨跌幅我全部满仓度过,上次那个什么游戏新规,一天跌15个点,我也是满仓吃面,当天又默默加仓了一小笔,今天只是小场面。最刺激的还是22年3月份,前一天跌十个点,我把其他仓位全部清了,梭哈腾讯,第二天暴涨20多点,一把回本 ,虽然后面又套住了,但是仓位直到今年才开始减。不是不看好,只是不想带杠杆。腾讯再跌,我又要慢慢加杠杆了,别问我哪来的自信,我的背后是小马哥的1300亿援军
一起手牵手
08-14
$拼多多(PDD)$
打价格战是一种很强的能力,参考拼多多,而且pdd的价格战不是pdd在参与,是他的商户,所以他商户不怎么赚钱,pdd赚
一起手牵手
08-14
$特斯拉(TSLA)$
北京放了很多新能源指标,但其实特斯拉销量并没有显著的提升,后面没有指标释放,销量很有可能会下来,今年特斯拉中国的业绩可能差点
一起手牵手
08-14
$Meta Platforms(META)$
META的新眼镜做的很不错,国内都跟上了,还可以配度数,meta可以当眼睛界的特斯拉,带动国内厂商提升
一起手牵手
08-14
$美国超微公司(AMD)$
把吃奶的力气使上啊,涨那么丁点,是不是资金在炒M7,台积电也没涨多少,这市场咋这样,我买啥啥就不涨或者涨得少,我真的服了
一起手牵手
08-13
$拼多多(PDD)$
曾经淘宝有多么的强大,拼多多靠自己的实力打出来,连阿里自己都服气了,也不知道观众有什么不服的,难不成就看不得别人赚钱吗,拼多多就是永远的神
一起手牵手
08-13
$苹果(AAPL)$
苹果现在的市值是茅台10倍以上。我们就当,苹果在美国股市的江湖地位相当于茅台在A股吧。但号称“对好股票要buy and hold”的价值投资大师股神巴菲特才刚刚大手减持了苹果。这是为何呢?明显是苹果太贵了。在股市里面,并没有永恒的绩优白马股,只有永恒的成功投资家。股市里面,当然也没什么老股民新股民这样的两分法。也没有什么专家和新手的区分,却有输家和赢家之分。
一起手牵手
08-13
$小米集团-W(01810)$
我在小米商城买东西买的多,送的优惠券换过小米的电动牙刷,换的是t300,充电是剥开下面胶套用tpye-c充,说实话设计缺陷很大,会漏水很容易坏,后面也试过跟t500参数差不多的小米生态链企业贝医生的,用底座充电的起码没那么容易坏了,但是这两清洁度都不如欧乐b,欧乐b p4000也就两百块左右 频率45000hz比小米最贵的t700频率还要高一截。小米确实难用
一起手牵手
08-13
$腾讯控股(00700)$
历史上市企业做出回购的原因很多,但是大部分情况下,是企业认为自身价值被低估时所采取的行动。按理讲,最了解一家企业情况,对其未来看的清楚的,往往就是企业本身,所以投资者一定不要忽视企业的回购行为,尤其是持续和长期的。回购对已有股东来讲,是好事情,除了它是企业未来向好(饼变大了)的可能性表征外,回购也会减少持有者数量(分饼的人少了)仅三年来,美股的不少巨头都在持续回购,最显眼的莫过于苹果,这个现象在港股也在发生。腾讯就回购了很多
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data-views=\"0\"></v-v>上礼拜开盘其实算是最后逃命波 420的价格有逃命到的还有一点小收益 这波个人估计是下探3字头 在第一次崩盘开始前我已经预估到会下探3字头 当时看笑话的多著 然而月初礼拜一的大跌完全印证了这个说法 这次很明显420关卡站不稳了 前面也没有带量出来上涨 这次大盘下跌估计就是带回3字头 买在450以上的人 可能得考虑止损了 止损是一种成长","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v>上礼拜开盘其实算是最后逃命波 420的价格有逃命到的还有一点小收益 这波个人估计是下探3字头 在第一次崩盘开始前我已经预估到会下探3字头 当时看笑话的多著 然而月初礼拜一的大跌完全印证了这个说法 这次很明显420关卡站不稳了 前面也没有带量出来上涨 这次大盘下跌估计就是带回3字头 买在450以上的人 可能得考虑止损了 止损是一种成长","text":"$微软(MSFT)$ 上礼拜开盘其实算是最后逃命波 420的价格有逃命到的还有一点小收益 这波个人估计是下探3字头 在第一次崩盘开始前我已经预估到会下探3字头 当时看笑话的多著 然而月初礼拜一的大跌完全印证了这个说法 这次很明显420关卡站不稳了 前面也没有带量出来上涨 这次大盘下跌估计就是带回3字头 买在450以上的人 可能得考虑止损了 止损是一种成长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340292730314800","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339174363254832,"gmtCreate":1723814032228,"gmtModify":1723814033813,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>以前是通过pagerank和用户点击,挖掘网页和搜索词之间的相关性,所以用的人越多,搜索结果质量越高。现在AI这种是把知识文本扔进去训练,结果是靠模型推理,用户反馈对结果影响的权重降低了,所以谷歌搜索的壁垒在这种交互形式下是相对下降的","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>以前是通过pagerank和用户点击,挖掘网页和搜索词之间的相关性,所以用的人越多,搜索结果质量越高。现在AI这种是把知识文本扔进去训练,结果是靠模型推理,用户反馈对结果影响的权重降低了,所以谷歌搜索的壁垒在这种交互形式下是相对下降的","text":"$谷歌(GOOG)$ 以前是通过pagerank和用户点击,挖掘网页和搜索词之间的相关性,所以用的人越多,搜索结果质量越高。现在AI这种是把知识文本扔进去训练,结果是靠模型推理,用户反馈对结果影响的权重降低了,所以谷歌搜索的壁垒在这种交互形式下是相对下降的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339174363254832","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339172811182256,"gmtCreate":1723813776784,"gmtModify":1723813778628,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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>腾讯之前给我的印象是社交软件壁垒很深且投资能力强,后来和朋友也聊到,因为腾讯可以分发流量,给被投资的公司赋能所以投资一直比较成功。国内看来还是缺少海外丹纳赫那类依靠管理输出的投资公司。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯之前给我的印象是社交软件壁垒很深且投资能力强,后来和朋友也聊到,因为腾讯可以分发流量,给被投资的公司赋能所以投资一直比较成功。国内看来还是缺少海外丹纳赫那类依靠管理输出的投资公司。","text":"$腾讯控股(00700)$ 腾讯之前给我的印象是社交软件壁垒很深且投资能力强,后来和朋友也聊到,因为腾讯可以分发流量,给被投资的公司赋能所以投资一直比较成功。国内看来还是缺少海外丹纳赫那类依靠管理输出的投资公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339172811182256","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338749576773680,"gmtCreate":1723710324591,"gmtModify":1723710328933,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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 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阿里自身以前的一些免费流量,以及品牌商竞价不积极的因素开始要改变了,这是内部利好的一面,另外抖音拼多多gmv也比较大了,增速也大幅放缓,并且他们的takerate更高,这是外部竞争环境还是在相对改善,我的看法是2年内阿里核心电商业务会重拾增长。电商平台不是你死我活的局面,大家最终都有自己美好的未来,当然那些一直找不准自己优势定位的,可能难一些。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338749576773680","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338748001251504,"gmtCreate":1723710063421,"gmtModify":1723710143087,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>我早就说了,当下市场中预期差最大的就是伟大企业pdd至今,市场中绝大多数的人类都非常傲慢,根本就不肯花哪怕是一点点的时间来去伪存真认真严肃客观研究一下拼多多,绝大多数人都人云亦云无脑吸纳市场中对拼多多的杂音、片面之词甚至是故意抹黑。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>我早就说了,当下市场中预期差最大的就是伟大企业pdd至今,市场中绝大多数的人类都非常傲慢,根本就不肯花哪怕是一点点的时间来去伪存真认真严肃客观研究一下拼多多,绝大多数人都人云亦云无脑吸纳市场中对拼多多的杂音、片面之词甚至是故意抹黑。","text":"$拼多多(PDD)$ 我早就说了,当下市场中预期差最大的就是伟大企业pdd至今,市场中绝大多数的人类都非常傲慢,根本就不肯花哪怕是一点点的时间来去伪存真认真严肃客观研究一下拼多多,绝大多数人都人云亦云无脑吸纳市场中对拼多多的杂音、片面之词甚至是故意抹黑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338748001251504","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338746837786800,"gmtCreate":1723709779372,"gmtModify":1723709815116,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/JD\">$京东(JD)$</a> <v-v data-views=\"0\"></v-v>京东走下坡路了,业绩只会越来越差,服务远不如以前。现在保价也费劲,质保也没有,以后肯定不会在京东买东西了。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"0\"></v-v>京东走下坡路了,业绩只会越来越差,服务远不如以前。现在保价也费劲,质保也没有,以后肯定不会在京东买东西了。","text":"$京东(JD)$ 京东走下坡路了,业绩只会越来越差,服务远不如以前。现在保价也费劲,质保也没有,以后肯定不会在京东买东西了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338746837786800","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","authorIdStr":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"网购只上京东,且只选京东快递的","text":"网购只上京东,且只选京东快递的","html":"网购只上京东,且只选京东快递的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338746139291696,"gmtCreate":1723709485362,"gmtModify":1723709487351,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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>对了,3年多来腾讯单日十个点以上的涨跌幅我全部满仓度过,上次那个什么游戏新规,一天跌15个点,我也是满仓吃面,当天又默默加仓了一小笔,今天只是小场面。最刺激的还是22年3月份,前一天跌十个点,我把其他仓位全部清了,梭哈腾讯,第二天暴涨20多点,一把回本 ,虽然后面又套住了,但是仓位直到今年才开始减。不是不看好,只是不想带杠杆。腾讯再跌,我又要慢慢加杠杆了,别问我哪来的自信,我的背后是小马哥的1300亿援军","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>对了,3年多来腾讯单日十个点以上的涨跌幅我全部满仓度过,上次那个什么游戏新规,一天跌15个点,我也是满仓吃面,当天又默默加仓了一小笔,今天只是小场面。最刺激的还是22年3月份,前一天跌十个点,我把其他仓位全部清了,梭哈腾讯,第二天暴涨20多点,一把回本 ,虽然后面又套住了,但是仓位直到今年才开始减。不是不看好,只是不想带杠杆。腾讯再跌,我又要慢慢加杠杆了,别问我哪来的自信,我的背后是小马哥的1300亿援军","text":"$腾讯控股(00700)$ 对了,3年多来腾讯单日十个点以上的涨跌幅我全部满仓度过,上次那个什么游戏新规,一天跌15个点,我也是满仓吃面,当天又默默加仓了一小笔,今天只是小场面。最刺激的还是22年3月份,前一天跌十个点,我把其他仓位全部清了,梭哈腾讯,第二天暴涨20多点,一把回本 ,虽然后面又套住了,但是仓位直到今年才开始减。不是不看好,只是不想带杠杆。腾讯再跌,我又要慢慢加杠杆了,别问我哪来的自信,我的背后是小马哥的1300亿援军","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338746139291696","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338351945589232,"gmtCreate":1723615325098,"gmtModify":1723615326611,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>打价格战是一种很强的能力,参考拼多多,而且pdd的价格战不是pdd在参与,是他的商户,所以他商户不怎么赚钱,pdd赚","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>打价格战是一种很强的能力,参考拼多多,而且pdd的价格战不是pdd在参与,是他的商户,所以他商户不怎么赚钱,pdd赚","text":"$拼多多(PDD)$ 打价格战是一种很强的能力,参考拼多多,而且pdd的价格战不是pdd在参与,是他的商户,所以他商户不怎么赚钱,pdd赚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338351945589232","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338350519787696,"gmtCreate":1723615035064,"gmtModify":1723615036680,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>北京放了很多新能源指标,但其实特斯拉销量并没有显著的提升,后面没有指标释放,销量很有可能会下来,今年特斯拉中国的业绩可能差点","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>北京放了很多新能源指标,但其实特斯拉销量并没有显著的提升,后面没有指标释放,销量很有可能会下来,今年特斯拉中国的业绩可能差点","text":"$特斯拉(TSLA)$ 北京放了很多新能源指标,但其实特斯拉销量并没有显著的提升,后面没有指标释放,销量很有可能会下来,今年特斯拉中国的业绩可能差点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338350519787696","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338349448794288,"gmtCreate":1723614773591,"gmtModify":1723614775362,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/META\">$Meta Platforms(META)$</a> <v-v 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>把吃奶的力气使上啊,涨那么丁点,是不是资金在炒M7,台积电也没涨多少,这市场咋这样,我买啥啥就不涨或者涨得少,我真的服了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>把吃奶的力气使上啊,涨那么丁点,是不是资金在炒M7,台积电也没涨多少,这市场咋这样,我买啥啥就不涨或者涨得少,我真的服了","text":"$美国超微公司(AMD)$ 把吃奶的力气使上啊,涨那么丁点,是不是资金在炒M7,台积电也没涨多少,这市场咋这样,我买啥啥就不涨或者涨得少,我真的服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338348379758768","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526888130978772","authorId":"3526888130978772","authorIdStr":"3526888130978772","name":"ys369","avatar":"https://static.tigerbbs.com/343de962cb08b823225ef73040a6782a","crmLevel":9,"crmLevelSwitch":0},"content":"我也有点AMD和台积电,真是莫名其妙","text":"我也有点AMD和台积电,真是莫名其妙","html":"我也有点AMD和台积电,真是莫名其妙"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338065173242352,"gmtCreate":1723545312318,"gmtModify":1723545313989,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>曾经淘宝有多么的强大,拼多多靠自己的实力打出来,连阿里自己都服气了,也不知道观众有什么不服的,难不成就看不得别人赚钱吗,拼多多就是永远的神","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>曾经淘宝有多么的强大,拼多多靠自己的实力打出来,连阿里自己都服气了,也不知道观众有什么不服的,难不成就看不得别人赚钱吗,拼多多就是永远的神","text":"$拼多多(PDD)$ 曾经淘宝有多么的强大,拼多多靠自己的实力打出来,连阿里自己都服气了,也不知道观众有什么不服的,难不成就看不得别人赚钱吗,拼多多就是永远的神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338065173242352","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338063902175408,"gmtCreate":1723545060061,"gmtModify":1723545062310,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果现在的市值是茅台10倍以上。我们就当,苹果在美国股市的江湖地位相当于茅台在A股吧。但号称“对好股票要buy and hold”的价值投资大师股神巴菲特才刚刚大手减持了苹果。这是为何呢?明显是苹果太贵了。在股市里面,并没有永恒的绩优白马股,只有永恒的成功投资家。股市里面,当然也没什么老股民新股民这样的两分法。也没有什么专家和新手的区分,却有输家和赢家之分。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果现在的市值是茅台10倍以上。我们就当,苹果在美国股市的江湖地位相当于茅台在A股吧。但号称“对好股票要buy and hold”的价值投资大师股神巴菲特才刚刚大手减持了苹果。这是为何呢?明显是苹果太贵了。在股市里面,并没有永恒的绩优白马股,只有永恒的成功投资家。股市里面,当然也没什么老股民新股民这样的两分法。也没有什么专家和新手的区分,却有输家和赢家之分。","text":"$苹果(AAPL)$ 苹果现在的市值是茅台10倍以上。我们就当,苹果在美国股市的江湖地位相当于茅台在A股吧。但号称“对好股票要buy and hold”的价值投资大师股神巴菲特才刚刚大手减持了苹果。这是为何呢?明显是苹果太贵了。在股市里面,并没有永恒的绩优白马股,只有永恒的成功投资家。股市里面,当然也没什么老股民新股民这样的两分法。也没有什么专家和新手的区分,却有输家和赢家之分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338063902175408","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338062267379888,"gmtCreate":1723544660941,"gmtModify":1723547843070,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v>我在小米商城买东西买的多,送的优惠券换过小米的电动牙刷,换的是t300,充电是剥开下面胶套用tpye-c充,说实话设计缺陷很大,会漏水很容易坏,后面也试过跟t500参数差不多的小米生态链企业贝医生的,用底座充电的起码没那么容易坏了,但是这两清洁度都不如欧乐b,欧乐b p4000也就两百块左右 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频率45000hz比小米最贵的t700频率还要高一截。小米确实难用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338062267379888","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338061083734512,"gmtCreate":1723544313903,"gmtModify":1723544315968,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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>历史上市企业做出回购的原因很多,但是大部分情况下,是企业认为自身价值被低估时所采取的行动。按理讲,最了解一家企业情况,对其未来看的清楚的,往往就是企业本身,所以投资者一定不要忽视企业的回购行为,尤其是持续和长期的。回购对已有股东来讲,是好事情,除了它是企业未来向好(饼变大了)的可能性表征外,回购也会减少持有者数量(分饼的人少了)仅三年来,美股的不少巨头都在持续回购,最显眼的莫过于苹果,这个现象在港股也在发生。腾讯就回购了很多","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>历史上市企业做出回购的原因很多,但是大部分情况下,是企业认为自身价值被低估时所采取的行动。按理讲,最了解一家企业情况,对其未来看的清楚的,往往就是企业本身,所以投资者一定不要忽视企业的回购行为,尤其是持续和长期的。回购对已有股东来讲,是好事情,除了它是企业未来向好(饼变大了)的可能性表征外,回购也会减少持有者数量(分饼的人少了)仅三年来,美股的不少巨头都在持续回购,最显眼的莫过于苹果,这个现象在港股也在发生。腾讯就回购了很多","text":"$腾讯控股(00700)$ 历史上市企业做出回购的原因很多,但是大部分情况下,是企业认为自身价值被低估时所采取的行动。按理讲,最了解一家企业情况,对其未来看的清楚的,往往就是企业本身,所以投资者一定不要忽视企业的回购行为,尤其是持续和长期的。回购对已有股东来讲,是好事情,除了它是企业未来向好(饼变大了)的可能性表征外,回购也会减少持有者数量(分饼的人少了)仅三年来,美股的不少巨头都在持续回购,最显眼的莫过于苹果,这个现象在港股也在发生。腾讯就回购了很多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338061083734512","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":341347119780080,"gmtCreate":1724349410550,"gmtModify":1724363565591,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/01810\">$小米集团-W(01810)$</a> <v-v 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台积电已将2025年底的CoWoS产能预测从先前的6-6.2万片/月上调至7万片/月。新增产能将主要用于生产CoW-S产品,以应对英伟达B200A生产时程提前的需求。这个业绩提升应该会很明显","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341345429541208","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330982361735168,"gmtCreate":1721830201643,"gmtModify":1721830908745,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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/SMCI\">$超微电脑(SMCI)$</a> 这档股票是被恶性炒作的垃圾股,能到我成本价920就很好了,能有点盈利就更好了。我对这家企业的持续性经营能力有极大质疑","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这档股票是被恶性炒作的垃圾股,能到我成本价920就很好了,能有点盈利就更好了。我对这家企业的持续性经营能力有极大质疑","text":"$超微电脑(SMCI)$ 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把吃奶的力气使上啊,涨那么丁点,是不是资金在炒M7,台积电也没涨多少,这市场咋这样,我买啥啥就不涨或者涨得少,我真的服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338348379758768","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526888130978772","authorId":"3526888130978772","authorIdStr":"3526888130978772","name":"ys369","avatar":"https://static.tigerbbs.com/343de962cb08b823225ef73040a6782a","crmLevel":9,"crmLevelSwitch":0},"content":"我也有点AMD和台积电,真是莫名其妙","text":"我也有点AMD和台积电,真是莫名其妙","html":"我也有点AMD和台积电,真是莫名其妙"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247072474685456,"gmtCreate":1701344504692,"gmtModify":1701344509283,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"满打满算明年交付10万台,一台5万刀,一年营收增加50亿,占总营收的6%,有个毛线用,天花板已经被MUSK说死2025年能年交付25万了,可以说皮卡这块的价值已经被压死了,要大涨只能靠FSD,而FSD又没时间表,能不能成功还是个迷 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搞自动驾驶很多年了,很多年前就有人在油管上发驾驶座无人,汽车狂飙的视频,民众和媒体铺天盖地惊呼自动驾驶要来了,但直到今天自动驾驶还是没有来,无论锅内车企如何吹牛,特斯拉如何吹牛,多少人发各种道路上自动驾驶的视频,但是自动驾驶就是无法落地。人类成熟司机平均10分,特斯拉能做到9.5分,而人类对它的普遍期待是达到完美人类司机水平,也就是11分,然后特斯拉距离人类平均水平差的那0.5分都非常难以抹平,就像百米赛跑,专业短跑运动员从12秒提高到10秒差不多都能做到,但是要从10秒提高到9.7秒难度高到全世界只有几个人能做到,再提高到9.5秒难度成为宇宙级。特斯拉的自动驾驶真正落地估计有生之年也只是停留在宣传中。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333032015487144","isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","authorIdStr":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0},"content":"空就行了,不需要发那么多字","text":"空就行了,不需要发那么多字","html":"空就行了,不需要发那么多字"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333029239992320,"gmtCreate":1722329927780,"gmtModify":1722329931212,"author":{"id":"10000000000010300","authorId":"10000000000010300","authorIdStr":"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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