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牛回速速归
16:12
$苹果(AAPL)$
总感觉苹果公司过 4 万亿美金市值,就是年内的事。在净利润增长徘徊了 3 年之后,苹果公司新一轮的利润增长周期又开始了。因 AI 的加持,估计苹果的这轮增长周期比以往要长
牛回速速归
07-06 21:53
$斗鱼(DOYU)$
斗鱼与虎牙合并不合并根本不重要。斗鱼现在经营根本没有成本,主播基本工资也不用付。因为已经过了烧钱抢主播的时代,但是照样有很多新人主播在播,因为现在难就业,做主播的人多,所以长期来说,斗鱼会非常稳定的长期盈利。而且现在的斗鱼光目前的营收完全够格回A股上市,凭斗鱼的影响力,在A股能不值100亿以上吗?100亿在我看来都是保底市值。斗鱼极其低估
牛回速速归
07-06 21:24
$Faraday Future(FFIE)$
剧本都想好了,7月中发一季报,然后宣布合股,理由又是战略投资人要求5美元一股。接下来又会说没钱了,然后发可转债融资,把现在的股东全部稀释掉,股价再跌99%...
牛回速速归
07-06 13:24
$理想汽车(LI)$
最近汽车市场政策还是非常好的啊,看了看最近的新能车销量都不错,感觉股价应该慢慢快涨起来了吧
牛回速速归
07-04
$英伟达(NVDA)$
KDJ线马上金叉,MACD的绿柱也快到根部了,留给空头的时间和空间不多了
牛回速速归
07-03
$特斯拉(TSLA)$
$美国超微公司(AMD)$
$230压力山大,这周五阿特能够收在234就很开心了 AMD UNITY慢慢等
牛回速速归
07-02
$蔚来(NIO)$
怎么看都感觉蔚来要完蛋。销量上来了,亏损就可以释放了
牛回速速归
07-02
$英伟达(NVDA)$
趋势性行情结束了,大涨的时间段过了,后面就进入震荡
牛回速速归
07-01
$小米集团-W(01810)$
很多人还在为小米的这根大阴线纠结,我可以再给一个角度去看。上周其实是很重要的一个节点,收周,月,季,半年线。如果我们同步恒生科技周,月,季,半年线。小米其实是全面跑赢的,而可以对比看这条阴线的杀跌实际和恒生科技同步来到了4月24的位置。是同步正常的区间。所以可以判断这都是很正常的筹码调整。但周macd已经出绿柱,至少要四周见底,再四周修复。个股抵抗不了趋势,恒生科技连涨四个月,需要休息积蓄力量,个股也是一样。整体趋势的节点在美联储降息,我依然认为九月可以看到首次降息,小日本扛不住,g7已经开始降息。大选也需要降息的助力。所有的转折和下一波都会指向九月。
牛回速速归
06-30
$Rivian Automotive, Inc.(RIVN)$
$Faraday Future(FFIE)$
这个价位买RIVN的朋友还不如去买FFIE,同样是闭眼赌博不如赌个波动性更大的Rivian绝对是好车,我身边好几位朋友都买了,但好的产品不一定能挣钱,现在是2024年,Rivian每量车亏损的毛利可以买一辆ModelY特斯拉2009年的时候毛利就是正的,这背后反映出的成本管理水平显而易见。电车的核心竞争力是三电技术,成本控制和自动驾驶,这三方面缺一不可,Rivian的成本控制是不合格的,我不认为接下来2年会有多大的改善。
牛回速速归
06-30
$英伟达(NVDA)$
短期大顶,很难突破,英伟达的神话吹不下去了!人工智能从今年开始走下坡路了!我说过短期18000,中长期20000,开始进行调整,美股炒作到了这个阶段一也算告一段落了!
牛回速速归
06-30
$美国超微公司(AMD)$
AMD还在一个箱体内来回震荡,不跌破下跪就能一直拿着
牛回速速归
06-28
$Meta Platforms(META)$
看这趋势,结合财报季,上个财报后加的可能又要被call走了,剩下的一点就更显弥足珍贵了
牛回速速归
06-28
$苹果(AAPL)$
今年500,明年可能600以下,腾讯的价值在增加。 主要是他的钱得找到出处,要么回购要么分红,当他们认为回购不划算的时候,可能会加大分红
牛回速速归
06-20
$Faraday Future(FFIE)$
世界各地的散户朋友们,庄家控盘改变不了这家公司的命运,股价的急剧下跌📉只能造成人为恐慌,但是改变不了老贾的意志,人家那么难都挺过来了!(只考虑贾跃亭的车、商业模式等,之前的关于此人的负面我没办法鉴别) 你现在的持仓如果不影响生计、或者不影响家庭财务根基,就一直持有吧!庄家在洗盘,吓人,把小散户震出去,恢复市场平均成本而已!庄家缺点之一就是不灵活,布局这么久的一只股票,他们没办法转舵的,如果庄家放弃,他们就是大出血,比我们散户更惨更惨。
牛回速速归
06-17
$蔚来(NIO)$
如果蔚来未来死亡,我完全不感到意外去年11月,蔚来进行了约2700人的裁员。但事实上,蔚来2023年年底员工已经来到了32820名,反而比2022年增加了6057员工。职工(主要是销售+研发制造)的总薪酬更是从2022年的112.16亿元,飙升到了2023年的149.27亿元。而在其中占到最大头的,是从2022年的66.84亿元涨到了89.98亿元的研发,人均薪酬直接从66.7万元涨到了80.2万元;大力投入的销售部分,今年平均薪资不仅没有上涨,人均总薪酬从2022年的32.5万元下降到了30.6万元。不停花钱造成大失血的同时,蔚来勉强依靠外部输血度日,很难想象这是一家创业公司的经营思维,李斌估计已经打好了算盘:随便花,随便造,大不了把公司卖给国资将本来疯狂“失血”已经扣到不及格的答卷,凭借着疯狂“输血”,在最后时刻将成绩勉强拉高到了60分以上
牛回速速归
06-14
$苹果(AAPL)$
苹果终于爆发了,之前的判断终于应验了。现在应该做的是,特斯拉边涨边卖,留着现金准备补仓低吸苹果和英伟达
牛回速速归
06-14
$苹果(AAPL)$
一波从170拉到210。毫无理由地。这个世界上最大市值的公司,拿自己的现金坐庄还可持续多久。完美的做空,时候已经进入射程
牛回速速归
06-12
$台积电(TSM)$
今天cpi如果符合预期,台积电可能直接拉到180。看好台积电。
牛回速速归
06-12
$超微电脑(SMCI)$
多头很强,但我觉得还是高估了,AI支出还是周期性的,不可能年年加大投入买服务器,戴尔更有性价比
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斗鱼与虎牙合并不合并根本不重要。斗鱼现在经营根本没有成本,主播基本工资也不用付。因为已经过了烧钱抢主播的时代,但是照样有很多新人主播在播,因为现在难就业,做主播的人多,所以长期来说,斗鱼会非常稳定的长期盈利。而且现在的斗鱼光目前的营收完全够格回A股上市,凭斗鱼的影响力,在A股能不值100亿以上吗?100亿在我看来都是保底市值。斗鱼极其低估","images":[{"img":"https://static.tigerbbs.com/09285a9d55c150db2b4862c11443e0d8","width":"265","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324557749997568","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":324550566170624,"gmtCreate":1720272281544,"gmtModify":1720272285006,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","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> 剧本都想好了,7月中发一季报,然后宣布合股,理由又是战略投资人要求5美元一股。接下来又会说没钱了,然后发可转债融资,把现在的股东全部稀释掉,股价再跌99%...","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 剧本都想好了,7月中发一季报,然后宣布合股,理由又是战略投资人要求5美元一股。接下来又会说没钱了,然后发可转债融资,把现在的股东全部稀释掉,股价再跌99%...","text":"$Faraday Future(FFIE)$ 剧本都想好了,7月中发一季报,然后宣布合股,理由又是战略投资人要求5美元一股。接下来又会说没钱了,然后发可转债融资,把现在的股东全部稀释掉,股价再跌99%...","images":[{"img":"https://static.tigerbbs.com/58f5cff6cffbd60c5e31928d0d0da6e6","width":"257","height":"250"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324550566170624","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":324433147543576,"gmtCreate":1720243476527,"gmtModify":1720243478555,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","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=\"1\"></v-v> 最近汽车市场政策还是非常好的啊,看了看最近的新能车销量都不错,感觉股价应该慢慢快涨起来了吧","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 最近汽车市场政策还是非常好的啊,看了看最近的新能车销量都不错,感觉股价应该慢慢快涨起来了吧","text":"$理想汽车(LI)$ 最近汽车市场政策还是非常好的啊,看了看最近的新能车销量都不错,感觉股价应该慢慢快涨起来了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324433147543576","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323531072122880,"gmtCreate":1720023381629,"gmtModify":1720023383255,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","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> KDJ线马上金叉,MACD的绿柱也快到根部了,留给空头的时间和空间不多了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><v-v data-views=\"1\"></v-v> KDJ线马上金叉,MACD的绿柱也快到根部了,留给空头的时间和空间不多了","text":"$英伟达(NVDA)$ KDJ线马上金叉,MACD的绿柱也快到根部了,留给空头的时间和空间不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323531072122880","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323383519526912,"gmtCreate":1719970917886,"gmtModify":1719970919108,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> $230压力山大,这周五阿特能够收在234就很开心了 AMD UNITY慢慢等","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> $230压力山大,这周五阿特能够收在234就很开心了 AMD UNITY慢慢等","text":"$特斯拉(TSLA)$ $美国超微公司(AMD)$ $230压力山大,这周五阿特能够收在234就很开心了 AMD UNITY慢慢等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/323383519526912","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"现在特斯拉正处于冲锋阶段,漫山遍野的大军,空头不跑就会被踩死。","text":"现在特斯拉正处于冲锋阶段,漫山遍野的大军,空头不跑就会被踩死。","html":"现在特斯拉正处于冲锋阶段,漫山遍野的大军,空头不跑就会被踩死。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323215577661440,"gmtCreate":1719929916453,"gmtModify":1719929917792,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 怎么看都感觉蔚来要完蛋。销量上来了,亏损就可以释放了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 怎么看都感觉蔚来要完蛋。销量上来了,亏损就可以释放了","text":"$蔚来(NIO)$ 怎么看都感觉蔚来要完蛋。销量上来了,亏损就可以释放了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323215577661440","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323212857397248,"gmtCreate":1719929252326,"gmtModify":1719929253669,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 趋势性行情结束了,大涨的时间段过了,后面就进入震荡","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 趋势性行情结束了,大涨的时间段过了,后面就进入震荡","text":"$英伟达(NVDA)$ 趋势性行情结束了,大涨的时间段过了,后面就进入震荡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323212857397248","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322781499498496,"gmtCreate":1719823940339,"gmtModify":1719824580744,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 很多人还在为小米的这根大阴线纠结,我可以再给一个角度去看。上周其实是很重要的一个节点,收周,月,季,半年线。如果我们同步恒生科技周,月,季,半年线。小米其实是全面跑赢的,而可以对比看这条阴线的杀跌实际和恒生科技同步来到了4月24的位置。是同步正常的区间。所以可以判断这都是很正常的筹码调整。但周macd已经出绿柱,至少要四周见底,再四周修复。个股抵抗不了趋势,恒生科技连涨四个月,需要休息积蓄力量,个股也是一样。整体趋势的节点在美联储降息,我依然认为九月可以看到首次降息,小日本扛不住,g7已经开始降息。大选也需要降息的助力。所有的转折和下一波都会指向九月。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 很多人还在为小米的这根大阴线纠结,我可以再给一个角度去看。上周其实是很重要的一个节点,收周,月,季,半年线。如果我们同步恒生科技周,月,季,半年线。小米其实是全面跑赢的,而可以对比看这条阴线的杀跌实际和恒生科技同步来到了4月24的位置。是同步正常的区间。所以可以判断这都是很正常的筹码调整。但周macd已经出绿柱,至少要四周见底,再四周修复。个股抵抗不了趋势,恒生科技连涨四个月,需要休息积蓄力量,个股也是一样。整体趋势的节点在美联储降息,我依然认为九月可以看到首次降息,小日本扛不住,g7已经开始降息。大选也需要降息的助力。所有的转折和下一波都会指向九月。","text":"$小米集团-W(01810)$ 很多人还在为小米的这根大阴线纠结,我可以再给一个角度去看。上周其实是很重要的一个节点,收周,月,季,半年线。如果我们同步恒生科技周,月,季,半年线。小米其实是全面跑赢的,而可以对比看这条阴线的杀跌实际和恒生科技同步来到了4月24的位置。是同步正常的区间。所以可以判断这都是很正常的筹码调整。但周macd已经出绿柱,至少要四周见底,再四周修复。个股抵抗不了趋势,恒生科技连涨四个月,需要休息积蓄力量,个股也是一样。整体趋势的节点在美联储降息,我依然认为九月可以看到首次降息,小日本扛不住,g7已经开始降息。大选也需要降息的助力。所有的转折和下一波都会指向九月。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322781499498496","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322349559746840,"gmtCreate":1719718250515,"gmtModify":1719718253515,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 这个价位买RIVN的朋友还不如去买FFIE,同样是闭眼赌博不如赌个波动性更大的Rivian绝对是好车,我身边好几位朋友都买了,但好的产品不一定能挣钱,现在是2024年,Rivian每量车亏损的毛利可以买一辆ModelY特斯拉2009年的时候毛利就是正的,这背后反映出的成本管理水平显而易见。电车的核心竞争力是三电技术,成本控制和自动驾驶,这三方面缺一不可,Rivian的成本控制是不合格的,我不认为接下来2年会有多大的改善。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 这个价位买RIVN的朋友还不如去买FFIE,同样是闭眼赌博不如赌个波动性更大的Rivian绝对是好车,我身边好几位朋友都买了,但好的产品不一定能挣钱,现在是2024年,Rivian每量车亏损的毛利可以买一辆ModelY特斯拉2009年的时候毛利就是正的,这背后反映出的成本管理水平显而易见。电车的核心竞争力是三电技术,成本控制和自动驾驶,这三方面缺一不可,Rivian的成本控制是不合格的,我不认为接下来2年会有多大的改善。","text":"$Rivian Automotive, Inc.(RIVN)$ $Faraday Future(FFIE)$ 这个价位买RIVN的朋友还不如去买FFIE,同样是闭眼赌博不如赌个波动性更大的Rivian绝对是好车,我身边好几位朋友都买了,但好的产品不一定能挣钱,现在是2024年,Rivian每量车亏损的毛利可以买一辆ModelY特斯拉2009年的时候毛利就是正的,这背后反映出的成本管理水平显而易见。电车的核心竞争力是三电技术,成本控制和自动驾驶,这三方面缺一不可,Rivian的成本控制是不合格的,我不认为接下来2年会有多大的改善。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322349559746840","isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322335281549592,"gmtCreate":1719714764628,"gmtModify":1719714766652,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 短期大顶,很难突破,英伟达的神话吹不下去了!人工智能从今年开始走下坡路了!我说过短期18000,中长期20000,开始进行调整,美股炒作到了这个阶段一也算告一段落了!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 短期大顶,很难突破,英伟达的神话吹不下去了!人工智能从今年开始走下坡路了!我说过短期18000,中长期20000,开始进行调整,美股炒作到了这个阶段一也算告一段落了!","text":"$英伟达(NVDA)$ 短期大顶,很难突破,英伟达的神话吹不下去了!人工智能从今年开始走下坡路了!我说过短期18000,中长期20000,开始进行调整,美股炒作到了这个阶段一也算告一段落了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322335281549592","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322314182377752,"gmtCreate":1719709613462,"gmtModify":1719709614993,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> AMD还在一个箱体内来回震荡,不跌破下跪就能一直拿着","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> AMD还在一个箱体内来回震荡,不跌破下跪就能一直拿着","text":"$美国超微公司(AMD)$ AMD还在一个箱体内来回震荡,不跌破下跪就能一直拿着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322314182377752","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321769598218520,"gmtCreate":1719576658345,"gmtModify":1719576659977,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 看这趋势,结合财报季,上个财报后加的可能又要被call走了,剩下的一点就更显弥足珍贵了","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 看这趋势,结合财报季,上个财报后加的可能又要被call走了,剩下的一点就更显弥足珍贵了","text":"$Meta Platforms(META)$ 看这趋势,结合财报季,上个财报后加的可能又要被call走了,剩下的一点就更显弥足珍贵了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321769598218520","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321749188399384,"gmtCreate":1719571675479,"gmtModify":1719571677288,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 今年500,明年可能600以下,腾讯的价值在增加。 主要是他的钱得找到出处,要么回购要么分红,当他们认为回购不划算的时候,可能会加大分红","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 今年500,明年可能600以下,腾讯的价值在增加。 主要是他的钱得找到出处,要么回购要么分红,当他们认为回购不划算的时候,可能会加大分红","text":"$苹果(AAPL)$ 今年500,明年可能600以下,腾讯的价值在增加。 主要是他的钱得找到出处,要么回购要么分红,当他们认为回购不划算的时候,可能会加大分红","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321749188399384","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319010931388488,"gmtCreate":1718892791799,"gmtModify":1718892793689,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 世界各地的散户朋友们,庄家控盘改变不了这家公司的命运,股价的急剧下跌📉只能造成人为恐慌,但是改变不了老贾的意志,人家那么难都挺过来了!(只考虑贾跃亭的车、商业模式等,之前的关于此人的负面我没办法鉴别) 你现在的持仓如果不影响生计、或者不影响家庭财务根基,就一直持有吧!庄家在洗盘,吓人,把小散户震出去,恢复市场平均成本而已!庄家缺点之一就是不灵活,布局这么久的一只股票,他们没办法转舵的,如果庄家放弃,他们就是大出血,比我们散户更惨更惨。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 世界各地的散户朋友们,庄家控盘改变不了这家公司的命运,股价的急剧下跌📉只能造成人为恐慌,但是改变不了老贾的意志,人家那么难都挺过来了!(只考虑贾跃亭的车、商业模式等,之前的关于此人的负面我没办法鉴别) 你现在的持仓如果不影响生计、或者不影响家庭财务根基,就一直持有吧!庄家在洗盘,吓人,把小散户震出去,恢复市场平均成本而已!庄家缺点之一就是不灵活,布局这么久的一只股票,他们没办法转舵的,如果庄家放弃,他们就是大出血,比我们散户更惨更惨。","text":"$Faraday Future(FFIE)$ 世界各地的散户朋友们,庄家控盘改变不了这家公司的命运,股价的急剧下跌📉只能造成人为恐慌,但是改变不了老贾的意志,人家那么难都挺过来了!(只考虑贾跃亭的车、商业模式等,之前的关于此人的负面我没办法鉴别) 你现在的持仓如果不影响生计、或者不影响家庭财务根基,就一直持有吧!庄家在洗盘,吓人,把小散户震出去,恢复市场平均成本而已!庄家缺点之一就是不灵活,布局这么久的一只股票,他们没办法转舵的,如果庄家放弃,他们就是大出血,比我们散户更惨更惨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319010931388488","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317829424288032,"gmtCreate":1718633743339,"gmtModify":1718633746536,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 如果蔚来未来死亡,我完全不感到意外去年11月,蔚来进行了约2700人的裁员。但事实上,蔚来2023年年底员工已经来到了32820名,反而比2022年增加了6057员工。职工(主要是销售+研发制造)的总薪酬更是从2022年的112.16亿元,飙升到了2023年的149.27亿元。而在其中占到最大头的,是从2022年的66.84亿元涨到了89.98亿元的研发,人均薪酬直接从66.7万元涨到了80.2万元;大力投入的销售部分,今年平均薪资不仅没有上涨,人均总薪酬从2022年的32.5万元下降到了30.6万元。不停花钱造成大失血的同时,蔚来勉强依靠外部输血度日,很难想象这是一家创业公司的经营思维,李斌估计已经打好了算盘:随便花,随便造,大不了把公司卖给国资将本来疯狂“失血”已经扣到不及格的答卷,凭借着疯狂“输血”,在最后时刻将成绩勉强拉高到了60分以上","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 如果蔚来未来死亡,我完全不感到意外去年11月,蔚来进行了约2700人的裁员。但事实上,蔚来2023年年底员工已经来到了32820名,反而比2022年增加了6057员工。职工(主要是销售+研发制造)的总薪酬更是从2022年的112.16亿元,飙升到了2023年的149.27亿元。而在其中占到最大头的,是从2022年的66.84亿元涨到了89.98亿元的研发,人均薪酬直接从66.7万元涨到了80.2万元;大力投入的销售部分,今年平均薪资不仅没有上涨,人均总薪酬从2022年的32.5万元下降到了30.6万元。不停花钱造成大失血的同时,蔚来勉强依靠外部输血度日,很难想象这是一家创业公司的经营思维,李斌估计已经打好了算盘:随便花,随便造,大不了把公司卖给国资将本来疯狂“失血”已经扣到不及格的答卷,凭借着疯狂“输血”,在最后时刻将成绩勉强拉高到了60分以上","text":"$蔚来(NIO)$ 如果蔚来未来死亡,我完全不感到意外去年11月,蔚来进行了约2700人的裁员。但事实上,蔚来2023年年底员工已经来到了32820名,反而比2022年增加了6057员工。职工(主要是销售+研发制造)的总薪酬更是从2022年的112.16亿元,飙升到了2023年的149.27亿元。而在其中占到最大头的,是从2022年的66.84亿元涨到了89.98亿元的研发,人均薪酬直接从66.7万元涨到了80.2万元;大力投入的销售部分,今年平均薪资不仅没有上涨,人均总薪酬从2022年的32.5万元下降到了30.6万元。不停花钱造成大失血的同时,蔚来勉强依靠外部输血度日,很难想象这是一家创业公司的经营思维,李斌估计已经打好了算盘:随便花,随便造,大不了把公司卖给国资将本来疯狂“失血”已经扣到不及格的答卷,凭借着疯狂“输血”,在最后时刻将成绩勉强拉高到了60分以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317829424288032","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316872736702576,"gmtCreate":1718369425071,"gmtModify":1718369428812,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 苹果终于爆发了,之前的判断终于应验了。现在应该做的是,特斯拉边涨边卖,留着现金准备补仓低吸苹果和英伟达","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 苹果终于爆发了,之前的判断终于应验了。现在应该做的是,特斯拉边涨边卖,留着现金准备补仓低吸苹果和英伟达","text":"$苹果(AAPL)$ 苹果终于爆发了,之前的判断终于应验了。现在应该做的是,特斯拉边涨边卖,留着现金准备补仓低吸苹果和英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316872736702576","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316870694744176,"gmtCreate":1718368926547,"gmtModify":1718368928030,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","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> 一波从170拉到210。毫无理由地。这个世界上最大市值的公司,拿自己的现金坐庄还可持续多久。完美的做空,时候已经进入射程","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 一波从170拉到210。毫无理由地。这个世界上最大市值的公司,拿自己的现金坐庄还可持续多久。完美的做空,时候已经进入射程","text":"$苹果(AAPL)$ 一波从170拉到210。毫无理由地。这个世界上最大市值的公司,拿自己的现金坐庄还可持续多久。完美的做空,时候已经进入射程","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316870694744176","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578469398084428","authorId":"3578469398084428","name":"Harold龙哥","avatar":"https://static.tigerbbs.com/130dbe7bd3311198d08871cd1a5b2a8f","crmLevel":7,"crmLevelSwitch":1},"content":"急涨慢跌,慢跌期间 看跌期权看涨期权都不好做","text":"急涨慢跌,慢跌期间 看跌期权看涨期权都不好做","html":"急涨慢跌,慢跌期间 看跌期权看涨期权都不好做"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316137774588016,"gmtCreate":1718189990961,"gmtModify":1718189992348,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 今天cpi如果符合预期,台积电可能直接拉到180。看好台积电。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 今天cpi如果符合预期,台积电可能直接拉到180。看好台积电。","text":"$台积电(TSM)$ 今天cpi如果符合预期,台积电可能直接拉到180。看好台积电。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316137774588016","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316003074298088,"gmtCreate":1718156973364,"gmtModify":1718156974984,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 多头很强,但我觉得还是高估了,AI支出还是周期性的,不可能年年加大投入买服务器,戴尔更有性价比","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 多头很强,但我觉得还是高估了,AI支出还是周期性的,不可能年年加大投入买服务器,戴尔更有性价比","text":"$超微电脑(SMCI)$ 多头很强,但我觉得还是高估了,AI支出还是周期性的,不可能年年加大投入买服务器,戴尔更有性价比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316003074298088","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":297367381049360,"gmtCreate":1713618693392,"gmtModify":1713793895296,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","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=\"1\"></v-v> 昨日美股血雨腥风,主要是芯片股,但我依旧看好小米,但看衰非小米的其他车企。因为,小米就是变革者。相比其他车企,他有几大特别优势:1,人车家一体化buff加成,现在小米生态链是很强的,小米汽车能把整个生态链盘活,达到一个新的层次,小米虽然目前主营手机,但我相信很快它的其他的智能家居会占比越来越大,行成规模效应。2,别的车企是产能过剩,而小米是产能过劲,供不应求。3,虽然现在媒体舆论环境不好,但小米有群众基础,小米汽车更是一张超赞名片。当然,如果吐槽,还请口下留情。加油!这种风格,能成为世界大厂。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v> 昨日美股血雨腥风,主要是芯片股,但我依旧看好小米,但看衰非小米的其他车企。因为,小米就是变革者。相比其他车企,他有几大特别优势:1,人车家一体化buff加成,现在小米生态链是很强的,小米汽车能把整个生态链盘活,达到一个新的层次,小米虽然目前主营手机,但我相信很快它的其他的智能家居会占比越来越大,行成规模效应。2,别的车企是产能过剩,而小米是产能过劲,供不应求。3,虽然现在媒体舆论环境不好,但小米有群众基础,小米汽车更是一张超赞名片。当然,如果吐槽,还请口下留情。加油!这种风格,能成为世界大厂。","text":"$小米集团-W(01810)$ 昨日美股血雨腥风,主要是芯片股,但我依旧看好小米,但看衰非小米的其他车企。因为,小米就是变革者。相比其他车企,他有几大特别优势:1,人车家一体化buff加成,现在小米生态链是很强的,小米汽车能把整个生态链盘活,达到一个新的层次,小米虽然目前主营手机,但我相信很快它的其他的智能家居会占比越来越大,行成规模效应。2,别的车企是产能过剩,而小米是产能过劲,供不应求。3,虽然现在媒体舆论环境不好,但小米有群众基础,小米汽车更是一张超赞名片。当然,如果吐槽,还请口下留情。加油!这种风格,能成为世界大厂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/297367381049360","isVote":1,"tweetType":1,"viewCount":14400,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0},"content":"特别是在人车家一体化方面,小米的生态链能够提供更全面的智能解决方案。","text":"特别是在人车家一体化方面,小米的生态链能够提供更全面的智能解决方案。","html":"特别是在人车家一体化方面,小米的生态链能够提供更全面的智能解决方案。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322349559746840,"gmtCreate":1719718250515,"gmtModify":1719718253515,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 这个价位买RIVN的朋友还不如去买FFIE,同样是闭眼赌博不如赌个波动性更大的Rivian绝对是好车,我身边好几位朋友都买了,但好的产品不一定能挣钱,现在是2024年,Rivian每量车亏损的毛利可以买一辆ModelY特斯拉2009年的时候毛利就是正的,这背后反映出的成本管理水平显而易见。电车的核心竞争力是三电技术,成本控制和自动驾驶,这三方面缺一不可,Rivian的成本控制是不合格的,我不认为接下来2年会有多大的改善。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 这个价位买RIVN的朋友还不如去买FFIE,同样是闭眼赌博不如赌个波动性更大的Rivian绝对是好车,我身边好几位朋友都买了,但好的产品不一定能挣钱,现在是2024年,Rivian每量车亏损的毛利可以买一辆ModelY特斯拉2009年的时候毛利就是正的,这背后反映出的成本管理水平显而易见。电车的核心竞争力是三电技术,成本控制和自动驾驶,这三方面缺一不可,Rivian的成本控制是不合格的,我不认为接下来2年会有多大的改善。","text":"$Rivian Automotive, Inc.(RIVN)$ $Faraday Future(FFIE)$ 这个价位买RIVN的朋友还不如去买FFIE,同样是闭眼赌博不如赌个波动性更大的Rivian绝对是好车,我身边好几位朋友都买了,但好的产品不一定能挣钱,现在是2024年,Rivian每量车亏损的毛利可以买一辆ModelY特斯拉2009年的时候毛利就是正的,这背后反映出的成本管理水平显而易见。电车的核心竞争力是三电技术,成本控制和自动驾驶,这三方面缺一不可,Rivian的成本控制是不合格的,我不认为接下来2年会有多大的改善。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322349559746840","isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323383519526912,"gmtCreate":1719970917886,"gmtModify":1719970919108,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> $230压力山大,这周五阿特能够收在234就很开心了 AMD UNITY慢慢等","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> $230压力山大,这周五阿特能够收在234就很开心了 AMD UNITY慢慢等","text":"$特斯拉(TSLA)$ $美国超微公司(AMD)$ $230压力山大,这周五阿特能够收在234就很开心了 AMD UNITY慢慢等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/323383519526912","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"现在特斯拉正处于冲锋阶段,漫山遍野的大军,空头不跑就会被踩死。","text":"现在特斯拉正处于冲锋阶段,漫山遍野的大军,空头不跑就会被踩死。","html":"现在特斯拉正处于冲锋阶段,漫山遍野的大军,空头不跑就会被踩死。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659189984,"gmtCreate":1679889531648,"gmtModify":1679891115733,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我非常看好 JD 的未来增长潜力,公司不仅在电商市场中处于领先地位,而且在物流配送、智能家居、数字化转型等领域也有着很好的布局和规划。尤其是在 AI 技术的应用上,JD 已经具备了非常强的实力和竞争优势,未来将会在物流和供应链等方面进一步提高效率和质量,推动公司的业务增长。<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>","listText":"我非常看好 JD 的未来增长潜力,公司不仅在电商市场中处于领先地位,而且在物流配送、智能家居、数字化转型等领域也有着很好的布局和规划。尤其是在 AI 技术的应用上,JD 已经具备了非常强的实力和竞争优势,未来将会在物流和供应链等方面进一步提高效率和质量,推动公司的业务增长。<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>","text":"我非常看好 JD 的未来增长潜力,公司不仅在电商市场中处于领先地位,而且在物流配送、智能家居、数字化转型等领域也有着很好的布局和规划。尤其是在 AI 技术的应用上,JD 已经具备了非常强的实力和竞争优势,未来将会在物流和供应链等方面进一步提高效率和质量,推动公司的业务增长。$京东(JD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/659189984","isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575935618830200","authorId":"3575935618830200","name":"张律事","avatar":"https://static.tigerbbs.com/e99e46c0d7c77df3f9689a44e4b4ff1f","crmLevel":6,"crmLevelSwitch":0},"content":"港股要慎重买了,政策不稳定,前景就不太好说!慎之吧!","text":"港股要慎重买了,政策不稳定,前景就不太好说!慎之吧!","html":"港股要慎重买了,政策不稳定,前景就不太好说!慎之吧!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312086617813160,"gmtCreate":1717220315901,"gmtModify":1717220318781,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 将迎来大爆发,一方面5月份销量有望突破2万,销量迎来了爆发,最近蔚来的风评也非常好,车是好车,这是公认的,乐道上市后,蔚来销量月超3万是大有希望的。二是虚拟电网未来会迎来大发展,蔚来的租电模式也会非常具有优势,以100度电为例,每个月租金1128元,充放电收益可以做到1050元,参与虚拟电网计划的话,基本上可以抵消月租,如果车辆使用频率低的话,甚至可以赚钱。由于是租用电池,用户不用担心电池衰减问题,可以放心参与虚拟电网计划。三是国家对换电模式非常鼓励,因为对电网比较友好,也解决了电池的循环梯次使用问题,回收也没有问题,这也是最近蔚来连续和国有车企,电网达成换电合作的原因。蔚来之前受换电模式拖累,年亏200亿,现在也因换电模式而重生,明年有望实现整体盈利,而且是长期可持续的盈利,因为蔚来的模式具有强大自身反馈效应,越好就越好,越差就越差","listText":"<v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 将迎来大爆发,一方面5月份销量有望突破2万,销量迎来了爆发,最近蔚来的风评也非常好,车是好车,这是公认的,乐道上市后,蔚来销量月超3万是大有希望的。二是虚拟电网未来会迎来大发展,蔚来的租电模式也会非常具有优势,以100度电为例,每个月租金1128元,充放电收益可以做到1050元,参与虚拟电网计划的话,基本上可以抵消月租,如果车辆使用频率低的话,甚至可以赚钱。由于是租用电池,用户不用担心电池衰减问题,可以放心参与虚拟电网计划。三是国家对换电模式非常鼓励,因为对电网比较友好,也解决了电池的循环梯次使用问题,回收也没有问题,这也是最近蔚来连续和国有车企,电网达成换电合作的原因。蔚来之前受换电模式拖累,年亏200亿,现在也因换电模式而重生,明年有望实现整体盈利,而且是长期可持续的盈利,因为蔚来的模式具有强大自身反馈效应,越好就越好,越差就越差","text":"$蔚来(NIO)$ 将迎来大爆发,一方面5月份销量有望突破2万,销量迎来了爆发,最近蔚来的风评也非常好,车是好车,这是公认的,乐道上市后,蔚来销量月超3万是大有希望的。二是虚拟电网未来会迎来大发展,蔚来的租电模式也会非常具有优势,以100度电为例,每个月租金1128元,充放电收益可以做到1050元,参与虚拟电网计划的话,基本上可以抵消月租,如果车辆使用频率低的话,甚至可以赚钱。由于是租用电池,用户不用担心电池衰减问题,可以放心参与虚拟电网计划。三是国家对换电模式非常鼓励,因为对电网比较友好,也解决了电池的循环梯次使用问题,回收也没有问题,这也是最近蔚来连续和国有车企,电网达成换电合作的原因。蔚来之前受换电模式拖累,年亏200亿,现在也因换电模式而重生,明年有望实现整体盈利,而且是长期可持续的盈利,因为蔚来的模式具有强大自身反馈效应,越好就越好,越差就越差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312086617813160","isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323531072122880,"gmtCreate":1720023381629,"gmtModify":1720023383255,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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和英特尔比,老黄真不是一个级别对手。同样TSMC的工艺老黄还有体量优势和议价空间。就看花街还有没有耐心等AMD追赶了。ZEN拯救了AMD。但CDNA+Rocm面对老黄的迭代速度,怎么看都差了一大截。产品路线上至少要到26年才有一个理论上的超车点。PC和桌面显卡拉胯的市场想不出两个Q内能有出惊喜的可能。现在AMD能分别坐稳CPU和GPU老二就可以了。多头只能期待AMD颠覆性的架构玩法出横空出世。。。。。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 和英特尔比,老黄真不是一个级别对手。同样TSMC的工艺老黄还有体量优势和议价空间。就看花街还有没有耐心等AMD追赶了。ZEN拯救了AMD。但CDNA+Rocm面对老黄的迭代速度,怎么看都差了一大截。产品路线上至少要到26年才有一个理论上的超车点。PC和桌面显卡拉胯的市场想不出两个Q内能有出惊喜的可能。现在AMD能分别坐稳CPU和GPU老二就可以了。多头只能期待AMD颠覆性的架构玩法出横空出世。。。。。","text":"$美国超微公司(AMD)$ 和英特尔比,老黄真不是一个级别对手。同样TSMC的工艺老黄还有体量优势和议价空间。就看花街还有没有耐心等AMD追赶了。ZEN拯救了AMD。但CDNA+Rocm面对老黄的迭代速度,怎么看都差了一大截。产品路线上至少要到26年才有一个理论上的超车点。PC和桌面显卡拉胯的市场想不出两个Q内能有出惊喜的可能。现在AMD能分别坐稳CPU和GPU老二就可以了。多头只能期待AMD颠覆性的架构玩法出横空出世。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315742358003824","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan.Z","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":7,"crmLevelSwitch":1},"content":"我上周五买入,可惜被降级了,跌了。","text":"我上周五买入,可惜被降级了,跌了。","html":"我上周五买入,可惜被降级了,跌了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311372891762736,"gmtCreate":1717037294789,"gmtModify":1717037297876,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 将迎来大爆发,一方面5月份销量有望突破2万,销量迎来了爆发,最近蔚来的风评也非常好,车是好车,这是公认的,乐道上市后,蔚来销量月超3万是大有希望的。二是虚拟电网未来会迎来大发展,蔚来的租电模式也会非常具有优势,以100度电为例,每个月租金1128元,充放电收益可以做到1050元,参与虚拟电网计划的话,基本上可以抵消月租,如果车辆使用频率低的话,甚至可以赚钱。由于是租用电池,用户不用担心电池衰减问题,可以放心参与虚拟电网计划。三是国家对换电模式非常鼓励,因为对电网比较友好,也解决了电池的循环梯次使用问题,回收也没有问题,这也是最近蔚来连续和国有车企,电网达成换电合作的原因。蔚来之前受换电模式拖累,年亏200亿,现在也因换电模式而重生,明年有望实现整体盈利,而且是长期可持续的盈利,因为蔚来的模式具有强大自身反馈效应,越好就越好,越差就越差","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 将迎来大爆发,一方面5月份销量有望突破2万,销量迎来了爆发,最近蔚来的风评也非常好,车是好车,这是公认的,乐道上市后,蔚来销量月超3万是大有希望的。二是虚拟电网未来会迎来大发展,蔚来的租电模式也会非常具有优势,以100度电为例,每个月租金1128元,充放电收益可以做到1050元,参与虚拟电网计划的话,基本上可以抵消月租,如果车辆使用频率低的话,甚至可以赚钱。由于是租用电池,用户不用担心电池衰减问题,可以放心参与虚拟电网计划。三是国家对换电模式非常鼓励,因为对电网比较友好,也解决了电池的循环梯次使用问题,回收也没有问题,这也是最近蔚来连续和国有车企,电网达成换电合作的原因。蔚来之前受换电模式拖累,年亏200亿,现在也因换电模式而重生,明年有望实现整体盈利,而且是长期可持续的盈利,因为蔚来的模式具有强大自身反馈效应,越好就越好,越差就越差","text":"$蔚来(NIO)$ 将迎来大爆发,一方面5月份销量有望突破2万,销量迎来了爆发,最近蔚来的风评也非常好,车是好车,这是公认的,乐道上市后,蔚来销量月超3万是大有希望的。二是虚拟电网未来会迎来大发展,蔚来的租电模式也会非常具有优势,以100度电为例,每个月租金1128元,充放电收益可以做到1050元,参与虚拟电网计划的话,基本上可以抵消月租,如果车辆使用频率低的话,甚至可以赚钱。由于是租用电池,用户不用担心电池衰减问题,可以放心参与虚拟电网计划。三是国家对换电模式非常鼓励,因为对电网比较友好,也解决了电池的循环梯次使用问题,回收也没有问题,这也是最近蔚来连续和国有车企,电网达成换电合作的原因。蔚来之前受换电模式拖累,年亏200亿,现在也因换电模式而重生,明年有望实现整体盈利,而且是长期可持续的盈利,因为蔚来的模式具有强大自身反馈效应,越好就越好,越差就越差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/311372891762736","isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308045630152848,"gmtCreate":1716216524051,"gmtModify":1716216689331,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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一波从170拉到210。毫无理由地。这个世界上最大市值的公司,拿自己的现金坐庄还可持续多久。完美的做空,时候已经进入射程","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316870694744176","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578469398084428","authorId":"3578469398084428","name":"Harold龙哥","avatar":"https://static.tigerbbs.com/130dbe7bd3311198d08871cd1a5b2a8f","crmLevel":7,"crmLevelSwitch":1},"content":"急涨慢跌,慢跌期间 看跌期权看涨期权都不好做","text":"急涨慢跌,慢跌期间 看跌期权看涨期权都不好做","html":"急涨慢跌,慢跌期间 看跌期权看涨期权都不好做"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312790185402536,"gmtCreate":1717392085332,"gmtModify":1717392086504,"author":{"id":"10000000000010316","authorId":"10000000000010316","name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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