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微微软
07-16
$Marathon Digital Holdings Inc(MARA)$
这两天Larry Fink 上Jim Cramer的财经节目大谈比特币和比特币会解决未来美国巨额赤字,还有Michael Dell最近在X上表现的对比特币的强烈兴趣,感觉比特币要暴涨!比特币暴涨直接的影响是头部算力矿股的股价恢复上扬,所以Mara昨天领涨就不足为奇啦。
微微软
07-16
$苹果(AAPL)$
苹果市场份额明显被其他侵占 感觉华尔街硬吹苹果
微微软
07-10
$博通(AVGO)$
真棒,买了这个call,整个人都舒服了,看别的票在涨
微微软
07-10
$百度(BIDU)$
昨天买了远期call,可惜只涨了几十个点末日期权涨了30到70倍。其实从博弈的角度看,末日期权很好,应该小仓位进行博弈。较大的仓位给到远期
微微软
07-04
$英伟达(NVDA)$
128都还是白菜价,今天的天花板是明天的地板价,要买要快喔,最后2分钟大特价
微微软
07-03
$博通(AVGO)$
以技术线图来看,目前刚起涨,拆股前应该会到2000
微微软
07-02
$蔚来(NIO)$
我觉得补了缺口就差不多了,再配合人民币升值,涨到5块以上就可以走人了,然后就是做二季报预期和乐道的预期,以及毛利率,如果都还OK的话,继续看高到8块,再高就得看毛利改善和什么时候盈利了
微微软
07-01
$台积电(TSM)$
$谷歌(GOOG)$
提前将台积电换Google,理由:1. 台积电在英伟达带领下上跳下串,不利于心脏健康2. OpenAI CTO说gpt5 最早要25年底出来,说明ai技术发展进入慢通道,利于大公司3. Google投的claude不错,基本追平gpt,Google在ai技术积累也够。无论是算法Transformer还是硬件tpu,还有Android操作系统,都很深的基础4. 一季度利润增长50%,乐观全年利润近1000亿美金,预计是下个3万亿公司,目前市值2.3万
微微软
06-30
$亚马逊(AMZN)$
$拼多多(PDD)$
这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌
微微软
06-28
$腾讯控股(00700)$
$商汤-W(00020)$
有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。
微微软
06-28
$游戏驿站(GME)$
今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死。
微微软
06-28
$苹果(AAPL)$
普反时有些难看出来强度,从持续性看,消费电子好些。苹果其实会比gb200系列先出业绩,而且苹果算是起涨不久。
微微软
06-20
$阿里巴巴(BABA)$
百度的可靠度确实不如阿里,阿里其实还是有很多创新的,只不过之前买买买的策略不是很ok,如果以后调整了就还是一个好公司
微微软
06-20
$Faraday Future(FFIE)$
这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。
微微软
06-17
$Coinbase Global, Inc.(COIN)$
从这个走势看,跌破224成为必然。然后会形成很好的买点。
微微软
06-12
$Marathon Digital Holdings Inc(MARA)$
资金迟早要意识到当币价真正意义上涨的时候,意味着矿股的基本面将彻底改善。不要被短期的走势迷惑了。我一直在DCA。珍惜16元以下的clsk和20元以下的Mar.a
微微软
06-12
$台积电(TSM)$
台积电真的不错,像张大千的荷花一样,小荷才露尖尖角,这样的标不放量是结束不了的,现在基本上不需要看基本面了,因为基本面看的越明白,你越不敢下手,越感觉贵,其实还早呢,浪只刚刚起来一半,这个就是基本面的缺陷…
微微软
06-12
$特斯拉(TSLA)$
特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息
微微软
06-11
$ARM Holdings Ltd(ARM)$
Nvda占稳3万心里关口后未来两年必然一路走高。两个兄弟arm和Alab未来两年的涨幅必然超过大哥。
微微软
06-11
$特斯拉(TSLA)$
特斯拉自身的问题更大。美国市场也一样,整体市场在增长,但是特斯拉美国市场下滑11-%。二季度特斯拉股票还得跌
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感觉华尔街硬吹苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328101594935520","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326121055514904,"gmtCreate":1720621935552,"gmtModify":1720621939478,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 真棒,买了这个call,整个人都舒服了,看别的票在涨","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 真棒,买了这个call,整个人都舒服了,看别的票在涨","text":"$博通(AVGO)$ 真棒,买了这个call,整个人都舒服了,看别的票在涨","images":[{"img":"https://static.tigerbbs.com/feaeb5ae0ceee697fc0ca9de4169e5c3","width":"210","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326121055514904","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326102491545600,"gmtCreate":1720617479570,"gmtModify":1720617482284,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","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> 昨天买了远期call,可惜只涨了几十个点末日期权涨了30到70倍。其实从博弈的角度看,末日期权很好,应该小仓位进行博弈。较大的仓位给到远期","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"1\"></v-v> 昨天买了远期call,可惜只涨了几十个点末日期权涨了30到70倍。其实从博弈的角度看,末日期权很好,应该小仓位进行博弈。较大的仓位给到远期","text":"$百度(BIDU)$ 昨天买了远期call,可惜只涨了几十个点末日期权涨了30到70倍。其实从博弈的角度看,末日期权很好,应该小仓位进行博弈。较大的仓位给到远期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326102491545600","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323673920610304,"gmtCreate":1720058256748,"gmtModify":1720058260266,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 128都还是白菜价,今天的天花板是明天的地板价,要买要快喔,最后2分钟大特价","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 128都还是白菜价,今天的天花板是明天的地板价,要买要快喔,最后2分钟大特价","text":"$英伟达(NVDA)$ 128都还是白菜价,今天的天花板是明天的地板价,要买要快喔,最后2分钟大特价","images":[{"img":"https://static.tigerbbs.com/fe906fb2dd6e1190530a7dfa09b6dc9d","width":"312","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323673920610304","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323377739579392,"gmtCreate":1719969506765,"gmtModify":1719969510925,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"1\"></v-v> 以技术线图来看,目前刚起涨,拆股前应该会到2000","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"1\"></v-v> 以技术线图来看,目前刚起涨,拆股前应该会到2000","text":"$博通(AVGO)$ 以技术线图来看,目前刚起涨,拆股前应该会到2000","images":[{"img":"https://static.tigerbbs.com/146b5b00c12dceb98a143fb60645bd5b","width":"226","height":"235"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323377739579392","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323215615873024,"gmtCreate":1719929925782,"gmtModify":1719930574077,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 我觉得补了缺口就差不多了,再配合人民币升值,涨到5块以上就可以走人了,然后就是做二季报预期和乐道的预期,以及毛利率,如果都还OK的话,继续看高到8块,再高就得看毛利改善和什么时候盈利了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 我觉得补了缺口就差不多了,再配合人民币升值,涨到5块以上就可以走人了,然后就是做二季报预期和乐道的预期,以及毛利率,如果都还OK的话,继续看高到8块,再高就得看毛利改善和什么时候盈利了","text":"$蔚来(NIO)$ 我觉得补了缺口就差不多了,再配合人民币升值,涨到5块以上就可以走人了,然后就是做二季报预期和乐道的预期,以及毛利率,如果都还OK的话,继续看高到8块,再高就得看毛利改善和什么时候盈利了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323215615873024","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322784213295104,"gmtCreate":1719824602887,"gmtModify":1719824605815,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 提前将台积电换Google,理由:1. 台积电在英伟达带领下上跳下串,不利于心脏健康2. OpenAI CTO说gpt5 最早要25年底出来,说明ai技术发展进入慢通道,利于大公司3. Google投的claude不错,基本追平gpt,Google在ai技术积累也够。无论是算法Transformer还是硬件tpu,还有Android操作系统,都很深的基础4. 一季度利润增长50%,乐观全年利润近1000亿美金,预计是下个3万亿公司,目前市值2.3万","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 提前将台积电换Google,理由:1. 台积电在英伟达带领下上跳下串,不利于心脏健康2. OpenAI CTO说gpt5 最早要25年底出来,说明ai技术发展进入慢通道,利于大公司3. Google投的claude不错,基本追平gpt,Google在ai技术积累也够。无论是算法Transformer还是硬件tpu,还有Android操作系统,都很深的基础4. 一季度利润增长50%,乐观全年利润近1000亿美金,预计是下个3万亿公司,目前市值2.3万","text":"$台积电(TSM)$ $谷歌(GOOG)$ 提前将台积电换Google,理由:1. 台积电在英伟达带领下上跳下串,不利于心脏健康2. OpenAI CTO说gpt5 最早要25年底出来,说明ai技术发展进入慢通道,利于大公司3. Google投的claude不错,基本追平gpt,Google在ai技术积累也够。无论是算法Transformer还是硬件tpu,还有Android操作系统,都很深的基础4. 一季度利润增长50%,乐观全年利润近1000亿美金,预计是下个3万亿公司,目前市值2.3万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322784213295104","isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322322379231512,"gmtCreate":1719711614647,"gmtModify":1719715171644,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌","text":"$亚马逊(AMZN)$ $拼多多(PDD)$ 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322322379231512","isVote":1,"tweetType":1,"viewCount":8254,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087113316240080","authorId":"4087113316240080","name":"金融实验室","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了","text":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了","html":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321747187499008,"gmtCreate":1719571422761,"gmtModify":1719571424398,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> <v-v data-views=\"1\"></v-v> 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> <v-v data-views=\"1\"></v-v> 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。","text":"$腾讯控股(00700)$ $商汤-W(00020)$ 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/321747187499008","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577139034878958","authorId":"3577139034878958","name":"FFIE拿十年","avatar":"https://static.tigerbbs.com/820a95ef490f5295b2451760725c50b6","crmLevel":5,"crmLevelSwitch":0},"content":"商汤有点邋遢,盈利能力有待提升","text":"商汤有点邋遢,盈利能力有待提升","html":"商汤有点邋遢,盈利能力有待提升"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321739121725440,"gmtCreate":1719569453578,"gmtModify":1719569454754,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死。","text":"$游戏驿站(GME)$ 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321739121725440","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321738044834072,"gmtCreate":1719568954882,"gmtModify":1719568956403,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","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> 普反时有些难看出来强度,从持续性看,消费电子好些。苹果其实会比gb200系列先出业绩,而且苹果算是起涨不久。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 普反时有些难看出来强度,从持续性看,消费电子好些。苹果其实会比gb200系列先出业绩,而且苹果算是起涨不久。","text":"$苹果(AAPL)$ 普反时有些难看出来强度,从持续性看,消费电子好些。苹果其实会比gb200系列先出业绩,而且苹果算是起涨不久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321738044834072","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319018060640280,"gmtCreate":1718894442174,"gmtModify":1718894443847,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 百度的可靠度确实不如阿里,阿里其实还是有很多创新的,只不过之前买买买的策略不是很ok,如果以后调整了就还是一个好公司","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 百度的可靠度确实不如阿里,阿里其实还是有很多创新的,只不过之前买买买的策略不是很ok,如果以后调整了就还是一个好公司","text":"$阿里巴巴(BABA)$ 百度的可靠度确实不如阿里,阿里其实还是有很多创新的,只不过之前买买买的策略不是很ok,如果以后调整了就还是一个好公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319018060640280","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319011214049304,"gmtCreate":1718892770644,"gmtModify":1718892772319,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。","text":"$Faraday Future(FFIE)$ 这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319011214049304","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317835516641512,"gmtCreate":1718635110157,"gmtModify":1718635111734,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 从这个走势看,跌破224成为必然。然后会形成很好的买点。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 从这个走势看,跌破224成为必然。然后会形成很好的买点。","text":"$Coinbase Global, Inc.(COIN)$ 从这个走势看,跌破224成为必然。然后会形成很好的买点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317835516641512","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316156377145576,"gmtCreate":1718194400817,"gmtModify":1718194402274,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v> 资金迟早要意识到当币价真正意义上涨的时候,意味着矿股的基本面将彻底改善。不要被短期的走势迷惑了。我一直在DCA。珍惜16元以下的clsk和20元以下的Mar.a","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v> 资金迟早要意识到当币价真正意义上涨的时候,意味着矿股的基本面将彻底改善。不要被短期的走势迷惑了。我一直在DCA。珍惜16元以下的clsk和20元以下的Mar.a","text":"$Marathon Digital Holdings Inc(MARA)$ 资金迟早要意识到当币价真正意义上涨的时候,意味着矿股的基本面将彻底改善。不要被短期的走势迷惑了。我一直在DCA。珍惜16元以下的clsk和20元以下的Mar.a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316156377145576","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316138250969320,"gmtCreate":1718189975481,"gmtModify":1718189977499,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 台积电真的不错,像张大千的荷花一样,小荷才露尖尖角,这样的标不放量是结束不了的,现在基本上不需要看基本面了,因为基本面看的越明白,你越不敢下手,越感觉贵,其实还早呢,浪只刚刚起来一半,这个就是基本面的缺陷…","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 台积电真的不错,像张大千的荷花一样,小荷才露尖尖角,这样的标不放量是结束不了的,现在基本上不需要看基本面了,因为基本面看的越明白,你越不敢下手,越感觉贵,其实还早呢,浪只刚刚起来一半,这个就是基本面的缺陷…","text":"$台积电(TSM)$ 台积电真的不错,像张大千的荷花一样,小荷才露尖尖角,这样的标不放量是结束不了的,现在基本上不需要看基本面了,因为基本面看的越明白,你越不敢下手,越感觉贵,其实还早呢,浪只刚刚起来一半,这个就是基本面的缺陷…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316138250969320","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315999647453296,"gmtCreate":1718156268516,"gmtModify":1718156269941,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","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> 特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息","text":"$特斯拉(TSLA)$ 特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315999647453296","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474273072027739","authorId":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","crmLevel":8,"crmLevelSwitch":0},"content":"马一龙教徒太多,没办法,献完终身献子孙","text":"马一龙教徒太多,没办法,献完终身献子孙","html":"马一龙教徒太多,没办法,献完终身献子孙"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315820380864624,"gmtCreate":1718112502259,"gmtModify":1718112503503,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v 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微软云平台Azure本季度增长率有7个百分点归功于AI,上个季度是6%,再上个季度是3%。营收从上季的620亿美元不增反降到619亿美元,虽然营收和利润超预期,但是主要还是预期被搞低了。总体来说AI带来的增长不仅没有加速,反而是增速大减。而且Azure和其他云服务的收入增长了31%,高于市场预期的增长28.6%,以及去年三季度的增速29%和去年四季度的增速30%,就这个增速已经是有迹象显示是从亚马逊云那里夺取了市场份额,那么亚马逊云的市场份额相比上季可能会明显降低?综合起来看,微软周五高开低走,这也说明市场其实在高位卖出,星辰大海暂时不要想了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300386860015640","isVote":1,"tweetType":1,"viewCount":6772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321747187499008,"gmtCreate":1719571422761,"gmtModify":1719571424398,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> <v-v data-views=\"1\"></v-v> 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> <v-v data-views=\"1\"></v-v> 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。","text":"$腾讯控股(00700)$ $商汤-W(00020)$ 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 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的回踩。周一留意双向,如果高开在168 左右,出现抛售,买入160P,日内目标162,158。 如果突破168, 追175C,日内/本周目标169.2,172.6,甚至176.7,183。AMD 日图收盘低于168 之前,逢高做空比追高利润更大。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 周五在ma 100 再次被抛售,周一需要收盘在ma 100 ($168 +)以上,不然我们大几率会看到158 的回踩。周一留意双向,如果高开在168 左右,出现抛售,买入160P,日内目标162,158。 如果突破168, 追175C,日内/本周目标169.2,172.6,甚至176.7,183。AMD 日图收盘低于168 之前,逢高做空比追高利润更大。","text":"$美国超微公司(AMD)$ 周五在ma 100 再次被抛售,周一需要收盘在ma 100 ($168 +)以上,不然我们大几率会看到158 的回踩。周一留意双向,如果高开在168 左右,出现抛售,买入160P,日内目标162,158。 如果突破168, 追175C,日内/本周目标169.2,172.6,甚至176.7,183。AMD 日图收盘低于168 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我看这趋势,可能下周一二三英伟达是跌的趋势!如果投资者不看好英伟达一季报,估计下周一二三英伟达跌幅会扩大!如果微跌小跌,估计英伟达业绩还行!如果总体上涨了,一季报好的可能性很大!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 我看这趋势,可能下周一二三英伟达是跌的趋势!如果投资者不看好英伟达一季报,估计下周一二三英伟达跌幅会扩大!如果微跌小跌,估计英伟达业绩还行!如果总体上涨了,一季报好的可能性很大!","text":"$英伟达(NVDA)$ 我看这趋势,可能下周一二三英伟达是跌的趋势!如果投资者不看好英伟达一季报,估计下周一二三英伟达跌幅会扩大!如果微跌小跌,估计英伟达业绩还行!如果总体上涨了,一季报好的可能性很大!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/307348558712976","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306910913245208,"gmtCreate":1715939359276,"gmtModify":1715939360758,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 英伟达跌 特斯拉涨了。我感觉财报英伟达暴跌的话 特斯拉得涨20个点。提前布局","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 英伟达跌 特斯拉涨了。我感觉财报英伟达暴跌的话 特斯拉得涨20个点。提前布局","text":"$特斯拉(TSLA)$ 英伟达跌 特斯拉涨了。我感觉财报英伟达暴跌的话 特斯拉得涨20个点。提前布局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306910913245208","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家马斯克","avatar":"https://static.tigerbbs.com/9d18be4282d413cee74be285e3918841","crmLevel":5,"crmLevelSwitch":0},"content":"没有啥关系。","text":"没有啥关系。","html":"没有啥关系。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322322379231512,"gmtCreate":1719711614647,"gmtModify":1719715171644,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌","text":"$亚马逊(AMZN)$ $拼多多(PDD)$ 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322322379231512","isVote":1,"tweetType":1,"viewCount":8254,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087113316240080","authorId":"4087113316240080","name":"金融实验室","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了","text":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了","html":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319011214049304,"gmtCreate":1718892770644,"gmtModify":1718892772319,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。","text":"$Faraday Future(FFIE)$ 这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319011214049304","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298732440268808,"gmtCreate":1713938476077,"gmtModify":1713939314465,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> ETH坎昆升级后对以太坊主链没有太多影响,但大幅降低了L2的手续费,所以base的meme特别火,现在base和sol成为meme主要平台。从而带动整个base用户活跃和生态落地。同时coinbase又是上市公司,sec监管也是非常喜欢的。还有一堆利好,不一一列举了。不过区块链股都是波动非常大的,需要一个坚强的心。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> ETH坎昆升级后对以太坊主链没有太多影响,但大幅降低了L2的手续费,所以base的meme特别火,现在base和sol成为meme主要平台。从而带动整个base用户活跃和生态落地。同时coinbase又是上市公司,sec监管也是非常喜欢的。还有一堆利好,不一一列举了。不过区块链股都是波动非常大的,需要一个坚强的心。","text":"$Coinbase Global, Inc.(COIN)$ ETH坎昆升级后对以太坊主链没有太多影响,但大幅降低了L2的手续费,所以base的meme特别火,现在base和sol成为meme主要平台。从而带动整个base用户活跃和生态落地。同时coinbase又是上市公司,sec监管也是非常喜欢的。还有一堆利好,不一一列举了。不过区块链股都是波动非常大的,需要一个坚强的心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298732440268808","isVote":1,"tweetType":1,"viewCount":6078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311375873531952,"gmtCreate":1717038022760,"gmtModify":1717038025383,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 大家也别担心,这货本来涨跌都很随意,说不定明天就来一根20cm的大阳线也可能。我每次都是卖了它就涨,这次一定不卖。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 大家也别担心,这货本来涨跌都很随意,说不定明天就来一根20cm的大阳线也可能。我每次都是卖了它就涨,这次一定不卖。","text":"$超微电脑(SMCI)$ 大家也别担心,这货本来涨跌都很随意,说不定明天就来一根20cm的大阳线也可能。我每次都是卖了它就涨,这次一定不卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311375873531952","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585247228945772","authorId":"3585247228945772","name":"brucezhou","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"你不卖 我不卖 主力使劲卖","text":"你不卖 我不卖 主力使劲卖","html":"你不卖 我不卖 主力使劲卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315999647453296,"gmtCreate":1718156268516,"gmtModify":1718156269941,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","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> 特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息","text":"$特斯拉(TSLA)$ 特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315999647453296","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474273072027739","authorId":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","crmLevel":8,"crmLevelSwitch":0},"content":"马一龙教徒太多,没办法,献完终身献子孙","text":"马一龙教徒太多,没办法,献完终身献子孙","html":"马一龙教徒太多,没办法,献完终身献子孙"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304047259119640,"gmtCreate":1715240224969,"gmtModify":1715240226366,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 789销量并没有显著回升。l6未来的竞争对手很多,特别是小米suv上市。所以顶多也就看一个反弹。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 789销量并没有显著回升。l6未来的竞争对手很多,特别是小米suv上市。所以顶多也就看一个反弹。","text":"$理想汽车(LI)$ 789销量并没有显著回升。l6未来的竞争对手很多,特别是小米suv上市。所以顶多也就看一个反弹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304047259119640","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295847720997096,"gmtCreate":1713237368342,"gmtModify":1713237373282,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> BTC 涨的时候,你不涨, BTC 大跌,你也不跌了。难道你是做空 BTC 的? 看图 mara 应该已经调整的差不多了,现在阻碍也就是效率不稳定,但就是不稳定才有这么低的价格,如果稳定了还是应该有估值回归的","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> BTC 涨的时候,你不涨, BTC 大跌,你也不跌了。难道你是做空 BTC 的? 看图 mara 应该已经调整的差不多了,现在阻碍也就是效率不稳定,但就是不稳定才有这么低的价格,如果稳定了还是应该有估值回归的","text":"$Marathon Digital Holdings Inc(MARA)$ BTC 涨的时候,你不涨, BTC 大跌,你也不跌了。难道你是做空 BTC 的? 看图 mara 应该已经调整的差不多了,现在阻碍也就是效率不稳定,但就是不稳定才有这么低的价格,如果稳定了还是应该有估值回归的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295847720997096","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309588398809136,"gmtCreate":1716609396944,"gmtModify":1716613708224,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 试着理解一下阿里的逻辑:1)股价低估,上市这么多年没给股东带来什么回报,所以阿里管理层面子上也挂不住了,成立了资本管理委员会,目的就是不择手段,提高股东回报。2)公司想要趁股价低多回购股份,但是外汇管制,美元不够,所以发可转债。总共要发50亿USD 的债,如果未来转股(105USD)的话预计增发4760万股,同步回购1480万股。所以未来增发的1/3已经回购回来了。3)为了进一步避免可转债对股权的稀释,阿里买入160美元的call,这样可以锁死未来股价远大于160亿美元时可转债转股带来的损失。4)总的来说,这里买债的和卖call 的估计是同一批机构。这批机构估计从软银那里接了很多baba,本来是准备出售的,现在相当于把手里的股份卖回给阿里了,但是又觉得这么低的价格卖不太划算,所以还给自己留下了一个期权的机会。对他们来说,这个deal 还是不错的。而对阿里来说,这个deal 也还行,因为管理层相信阿里可以继续挣很多钱,股价是会起来的。5)还需要观察的是,在获得这笔钱之后,阿里会不会加码回购,比如今年合计回购200亿。如果拿了可转债,依然没有提高之前的回购额度,那就说不太过去了。总的来说,买阿里巴巴的逻辑肯定更多还是价值回归,加强股东回报。指望阿里再重返以前的统治力是不太可能了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 试着理解一下阿里的逻辑:1)股价低估,上市这么多年没给股东带来什么回报,所以阿里管理层面子上也挂不住了,成立了资本管理委员会,目的就是不择手段,提高股东回报。2)公司想要趁股价低多回购股份,但是外汇管制,美元不够,所以发可转债。总共要发50亿USD 的债,如果未来转股(105USD)的话预计增发4760万股,同步回购1480万股。所以未来增发的1/3已经回购回来了。3)为了进一步避免可转债对股权的稀释,阿里买入160美元的call,这样可以锁死未来股价远大于160亿美元时可转债转股带来的损失。4)总的来说,这里买债的和卖call 的估计是同一批机构。这批机构估计从软银那里接了很多baba,本来是准备出售的,现在相当于把手里的股份卖回给阿里了,但是又觉得这么低的价格卖不太划算,所以还给自己留下了一个期权的机会。对他们来说,这个deal 还是不错的。而对阿里来说,这个deal 也还行,因为管理层相信阿里可以继续挣很多钱,股价是会起来的。5)还需要观察的是,在获得这笔钱之后,阿里会不会加码回购,比如今年合计回购200亿。如果拿了可转债,依然没有提高之前的回购额度,那就说不太过去了。总的来说,买阿里巴巴的逻辑肯定更多还是价值回归,加强股东回报。指望阿里再重返以前的统治力是不太可能了","text":"$阿里巴巴(BABA)$ 试着理解一下阿里的逻辑:1)股价低估,上市这么多年没给股东带来什么回报,所以阿里管理层面子上也挂不住了,成立了资本管理委员会,目的就是不择手段,提高股东回报。2)公司想要趁股价低多回购股份,但是外汇管制,美元不够,所以发可转债。总共要发50亿USD 的债,如果未来转股(105USD)的话预计增发4760万股,同步回购1480万股。所以未来增发的1/3已经回购回来了。3)为了进一步避免可转债对股权的稀释,阿里买入160美元的call,这样可以锁死未来股价远大于160亿美元时可转债转股带来的损失。4)总的来说,这里买债的和卖call 的估计是同一批机构。这批机构估计从软银那里接了很多baba,本来是准备出售的,现在相当于把手里的股份卖回给阿里了,但是又觉得这么低的价格卖不太划算,所以还给自己留下了一个期权的机会。对他们来说,这个deal 还是不错的。而对阿里来说,这个deal 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米集团是互联网公司里面唯一有制造能力想象力的,汽车是目前最大的空间。小米集团也是制造业里面最有想象力的,具备了互联网的裂变和传播力!","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米集团是互联网公司里面唯一有制造能力想象力的,汽车是目前最大的空间。小米集团也是制造业里面最有想象力的,具备了互联网的裂变和传播力!","text":"$小米集团-W(01810)$ 小米集团是互联网公司里面唯一有制造能力想象力的,汽车是目前最大的空间。小米集团也是制造业里面最有想象力的,具备了互联网的裂变和传播力!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308606189695120","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306547183628312,"gmtCreate":1715850558100,"gmtModify":1715850559468,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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明显不是吸筹,就是抛售,还联连续做出几天吸筹流入的假象,1-2天流入却跌是吸筹,这样每周都跌就是恐慌+基本面已经崩塌.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298073816432656","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298003446665232,"gmtCreate":1713773982849,"gmtModify":1713773991207,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 上次财报前提前大涨,财报后出货。现在又是降价前大跌,不过这回怕是弹不回去了。韭菜真好割啊。图片","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 上次财报前提前大涨,财报后出货。现在又是降价前大跌,不过这回怕是弹不回去了。韭菜真好割啊。图片","text":"$理想汽车(LI)$ 上次财报前提前大涨,财报后出货。现在又是降价前大跌,不过这回怕是弹不回去了。韭菜真好割啊。图片","images":[{"img":"https://static.tigerbbs.com/77550b636924d222bff01af809417cb9","width":"249","height":"140"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298003446665232","isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0},"content":"感觉是mega这个车惹的祸,出了这个车就不顺了","text":"感觉是mega这个车惹的祸,出了这个车就不顺了","html":"感觉是mega这个车惹的祸,出了这个车就不顺了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297364426948656,"gmtCreate":1713618067703,"gmtModify":1713620063712,"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 股东在高价减持套现,如果股东将套现嘅钱买入比特币。假如比特币再跌,股东再减持再入比特币直至比特币升返上去,股东放出比特币增持公司股份就大赚特赚图片","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 股东在高价减持套现,如果股东将套现嘅钱买入比特币。假如比特币再跌,股东再减持再入比特币直至比特币升返上去,股东放出比特币增持公司股份就大赚特赚图片","text":"$MicroStrategy Incorporated(MSTR)$ 股东在高价减持套现,如果股东将套现嘅钱买入比特币。假如比特币再跌,股东再减持再入比特币直至比特币升返上去,股东放出比特币增持公司股份就大赚特赚图片","images":[{"img":"https://static.tigerbbs.com/dddcb3dcbd5432e1bfad537e2b896a62","width":"433","height":"423"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297364426948656","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}