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守的云开见日月
期望通过投资美股参与全球市场的成长
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守的云开见日月
09-09
$Coinbase Global, Inc.(COIN)$
涨个锤子哦,半天不见动静。别自个儿骗自个儿了,瞧瞧那走势,都跌得没眼看了,啥线都给它破了。
守的云开见日月
09-09
$超微电脑(SMCI)$
按照美股那泡沫一戳就破的德行,它跌回100块以下,那简直就是家常便饭,没啥好稀奇的。
守的云开见日月
09-06
$台积电(TSM)$
别担心,天塌了有台湾大妈顶着,这股票比那些垃圾冢丐股强多了!
守的云开见日月
09-06
$小鹏汽车(XPEV)$
快点交车吧,直接开足马力,两班倒三班倒地干起来,别让大伙儿等急了。可别重蹈G6的覆辙,订单多到飞起,结果车子却迟迟到不了客户手里。
守的云开见日月
09-05
$小鹏汽车(XPEV)$
小鹏汽车这几天可是真够硬的,全靠那M03车型的销量撑着场面呢,这势头要是能保持下去,继续加油干,还是那句拿到明年目标是翻倍。
守的云开见日月
09-05
$英伟达(NVDA)$
这英伟达真是让人头疼得不行,现在这节骨眼上,加仓吧,心里没底,拿着不动又跟坐针毡似的难受。感觉就像是又回到了那个七月份。。。
守的云开见日月
09-04
$美团-W(03690)$
美团它现在那回购动作吧,更像是走个形式,给大伙儿看看。但说真的,这么做挺明智的。咱们别老盯着回购这事儿来决定买不买它的股票,那样做,搞不好最后还得失望。现在的节奏就是让回购良性退出。
守的云开见日月
09-04
$台积电(TSM)$
消息满天飞,但消息再多它也是跟英伟达,多少利好没用,不见得能掀起啥大浪来。
守的云开见日月
09-03
$美国超微公司(AMD)$
直接满仓干它!这周我看它能噌噌噌地冲破180大关,最高点,保守点说,怎么着也得到200附近。
守的云开见日月
09-03
$美国超微公司(AMD)$
扛过AMD的都知道,当年他们拆分GF那会儿,简直就是痛苦旅程的第一步,后面的路还长着呢。
守的云开见日月
09-03
$美团-W(03690)$
美团这回可真行,利润直接超了大家伙儿的预期,看来它在市场上的竞争力还是挺有两把刷子的!
守的云开见日月
09-02
$特斯拉(TSLA)$
总有人拿特斯拉车型少来说事儿,我真是有点搞不懂这逻辑…首先,特斯拉的车型阵容那叫一个齐全,轿车、SUV、皮卡还有重卡,一个不落,明年还要推跑车呢,这哪儿少了?再者说,特斯拉每种车型里头的款式控制得那叫一个精,这样不仅供应链轻松,库存管理也省心,成本更是控制得死死的,优化到了极致。
守的云开见日月
09-02
$Brenmiller Energy Ltd(BNRG)$
1.33美元当初没下手,现在感觉就像是错过了整整一个亿的大买卖!
守的云开见日月
08-30
$小鹏汽车(XPEV)$
别瞎猜了,明天公布大定4.5w,周末一过,直奔7万而去,小鹏这是要直接起飞的节奏。
守的云开见日月
08-30
$超微电脑(SMCI)$
你就把它想象成疫苗股,这么一来,它未来大概会怎么走,你心里就有数。
守的云开见日月
08-30
$Faraday Future(FFIE)$
资金流出的同时股价还往上涨,真有点儿像是故意吸引人接盘,感觉像是在诱多,别被表面给迷惑了。
守的云开见日月
08-30
$美国超微公司(AMD)$
这AMD真是让人无语,整个半导体板块都嗨翻了天,它倒好愣是不动弹,简直了。call 变废纸了。。
守的云开见日月
08-28
$携程网(TCOM)$
有一个观点,就是说经济不景气的时候,像拼多多、携程、腾讯这些企业反而能火得一塌糊涂!毕竟三十年前已经有例子演示过了,简称颓文化。
守的云开见日月
08-28
$超微电脑(SMCI)$
那份做空报告吧,感觉就像是少了点什么,证据不够扎实,让人心里头犯嘀咕。
守的云开见日月
08-27
$哔哩哔哩(BILI)$
B站推送的新闻内容,简直就像是时光机穿越回来的,好多都是半个月前的老黄历了。这过时的玩意儿,它还给你推。。
去老虎APP查看更多动态
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涨个锤子哦,半天不见动静。别自个儿骗自个儿了,瞧瞧那走势,都跌得没眼看了,啥线都给它破了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347550522753040","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347540762439696,"gmtCreate":1725874270251,"gmtModify":1725874272155,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 按照美股那泡沫一戳就破的德行,它跌回100块以下,那简直就是家常便饭,没啥好稀奇的。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 按照美股那泡沫一戳就破的德行,它跌回100块以下,那简直就是家常便饭,没啥好稀奇的。","text":"$超微电脑(SMCI)$ 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别担心,天塌了有台湾大妈顶着,这股票比那些垃圾冢丐股强多了!","images":[{"img":"https://static.tigerbbs.com/ba90584ccbb095143c49d9dd60c685f6","width":"327","height":"325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346500244488384","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346493339336840,"gmtCreate":1725619879822,"gmtModify":1725619881556,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <v-v data-views=\"1\"></v-v>快点交车吧,直接开足马力,两班倒三班倒地干起来,别让大伙儿等急了。可别重蹈G6的覆辙,订单多到飞起,结果车子却迟迟到不了客户手里。","listText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>这英伟达真是让人头疼得不行,现在这节骨眼上,加仓吧,心里没底,拿着不动又跟坐针毡似的难受。感觉就像是又回到了那个七月份。。。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>这英伟达真是让人头疼得不行,现在这节骨眼上,加仓吧,心里没底,拿着不动又跟坐针毡似的难受。感觉就像是又回到了那个七月份。。。","text":"$英伟达(NVDA)$ 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美国铝业公司从事铝土矿、氧化铝和铝产品的生产。它通过以下部分进行操作:铝土矿、氧化铝和铝。铝土矿部门代表着该公司的全球铝土矿开采业务。氧化铝部门包括该公司的全球精炼系统,该系统将铝土矿加工成氧化铝。铝业将冶炼和铸造业务相结合,生产原铝。熔炼操作产生熔融的原铝,然后通过铸造操作形成铸锭或增值锭产品,包括钢坯、棒材和板坯。该公司由查尔斯·马丁·霍尔于1886年7月9日创立,总部设在宾夕法尼亚州匹兹堡。美国铝业公司在铝土矿、氧化铝和铝产品方面积累了丰富的经验和技术。它的业务涵盖了全球,具有很强的市场竞争力。作为一个制造商,该公司的冶炼和铸造业务结合得非常好,可以有效地提高产品质量和生产效率。总体而言,美国铝业公司是一个值得不错的公司,在业内拥有很好的声誉。","listText":"<a href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> 美国铝业公司从事铝土矿、氧化铝和铝产品的生产。它通过以下部分进行操作:铝土矿、氧化铝和铝。铝土矿部门代表着该公司的全球铝土矿开采业务。氧化铝部门包括该公司的全球精炼系统,该系统将铝土矿加工成氧化铝。铝业将冶炼和铸造业务相结合,生产原铝。熔炼操作产生熔融的原铝,然后通过铸造操作形成铸锭或增值锭产品,包括钢坯、棒材和板坯。该公司由查尔斯·马丁·霍尔于1886年7月9日创立,总部设在宾夕法尼亚州匹兹堡。美国铝业公司在铝土矿、氧化铝和铝产品方面积累了丰富的经验和技术。它的业务涵盖了全球,具有很强的市场竞争力。作为一个制造商,该公司的冶炼和铸造业务结合得非常好,可以有效地提高产品质量和生产效率。总体而言,美国铝业公司是一个值得不错的公司,在业内拥有很好的声誉。","text":"$美国铝业(AA)$ 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6月15日,蔚来ET5旅行版正式上市,2款配置车型,售价分别为29.80和35.60万元!不得不给蔚来泼一盆冷水,因为旅行车在中国太难卖了,一类车型能否在市场上流行起来,取决于当地消费者对这对汽车有没有硬性的需求。轿车、SUV在国内能够得到广泛流传,是因为这两类车型满足了绝大多数人对家用汽车在空间和性能方面的要求,并且价格相对也能够让人接受。而旅行车是一类提升人们生活品质的车型,有和没有对人们的生活影响并不大。并且旅行车的价格比普通私家车的价格还贵,如果要贴合经济实用、空间大的实际用车需求,轿车和SUV一定是大家的首选,在中国旅行车市场,依旧是小众爱好者的狂欢。大家觉得这次蔚来ET5能打破这个魔咒吗?[doge]","images":[{"img":"https://static.tigerbbs.com/be7f768d7884985ad6b104830c5a98e4","width":"64","height":"64"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/187733741412416","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499079576956205","authorId":"3499079576956205","name":"yashekuangre","avatar":"https://static.tigerbbs.com/932113d86da547844e4cf52942f7cddd","crmLevel":1,"crmLevelSwitch":0,"idStr":"3499079576956205","authorIdStr":"3499079576956205"},"content":"不懂问一句,旅行车最关键的性能是不是负载尽可能重(旅行要带很多东西)的前提下保证续航足够远?(都开旅行车了,那得跑远一些的地方吧。","text":"不懂问一句,旅行车最关键的性能是不是负载尽可能重(旅行要带很多东西)的前提下保证续航足够远?(都开旅行车了,那得跑远一些的地方吧。","html":"不懂问一句,旅行车最关键的性能是不是负载尽可能重(旅行要带很多东西)的前提下保证续航足够远?(都开旅行车了,那得跑远一些的地方吧。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321041566072928,"gmtCreate":1719407871721,"gmtModify":1719407876116,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a 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说起企鹅,它还是那只稳坐钓鱼台的大鹅,但市场里头已经有人按捺不住,上蹿下跳地热闹起来了。我的老观点不变,腾讯在守护股东钱包这块,绝对是靠谱的。港交所新规矩一出,说公司买回来的自家股票可以先不急着销掉,存着当库存用。可腾讯这家伙,人家不这么干,回购来的股票,照旧注销,干净利落,这说明啥?诚意满满啊。再说,如果有人觉得腾讯回购只是为了应对大股东那点小动作,那真是小瞧了它的格局。看看这回购力度,从“腾三亿”直接升级到“腾十亿”,这可不是闹着玩的,完全是对自家未来信心满满,砸钱都是眼睛都不眨一下。当然,我也希望企鹅股价能保持横盘,或者继续上涨,不过倒不用的涨太快。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328435518857488","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"idStr":"4099470509812690","authorIdStr":"4099470509812690"},"content":"回购注销只是支撑股价,但绝对是损害股东利益。","text":"回购注销只是支撑股价,但绝对是损害股东利益。","html":"回购注销只是支撑股价,但绝对是损害股东利益。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310432342896688,"gmtCreate":1716807668601,"gmtModify":1716807670107,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>法拉第未来现在可是排名第五,它现在已经超越了大家熟悉的GameStop和AMC这两大热门股票。看来FFIE的势头可是越来越猛了,得好好关注一下它的未来发展了。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>法拉第未来现在可是排名第五,它现在已经超越了大家熟悉的GameStop和AMC这两大热门股票。看来FFIE的势头可是越来越猛了,得好好关注一下它的未来发展了。","text":"$Faraday Future(FFIE)$ 法拉第未来现在可是排名第五,它现在已经超越了大家熟悉的GameStop和AMC这两大热门股票。看来FFIE的势头可是越来越猛了,得好好关注一下它的未来发展了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310432342896688","isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345466342355128,"gmtCreate":1725365691240,"gmtModify":1725365693116,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>直接满仓干它!这周我看它能噌噌噌地冲破180大关,最高点,保守点说,怎么着也得到200附近。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>直接满仓干它!这周我看它能噌噌噌地冲破180大关,最高点,保守点说,怎么着也得到200附近。","text":"$美国超微公司(AMD)$ 直接满仓干它!这周我看它能噌噌噌地冲破180大关,最高点,保守点说,怎么着也得到200附近。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/345466342355128","isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326483725688832,"gmtCreate":1720710554312,"gmtModify":1720710556136,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>真是让人不得不服,就算外面有多少人在那儿唱衰,喊空声一片,蔚来这家伙就像是有股子倔强劲儿,愣是要把它的真实价值给彰显出来,回归正道。蔚来这股子实力,就像是大浪淘沙后的金子,闪闪发光,挡都挡不住。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>真是让人不得不服,就算外面有多少人在那儿唱衰,喊空声一片,蔚来这家伙就像是有股子倔强劲儿,愣是要把它的真实价值给彰显出来,回归正道。蔚来这股子实力,就像是大浪淘沙后的金子,闪闪发光,挡都挡不住。","text":"$蔚来(NIO)$ 真是让人不得不服,就算外面有多少人在那儿唱衰,喊空声一片,蔚来这家伙就像是有股子倔强劲儿,愣是要把它的真实价值给彰显出来,回归正道。蔚来这股子实力,就像是大浪淘沙后的金子,闪闪发光,挡都挡不住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/326483725688832","isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525829015843207","authorId":"3525829015843207","name":"飞天灵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3525829015843207","authorIdStr":"3525829015843207"},"content":"干吹没用啊,亏损没一点减少迹象 乐道要是出增程,还能续命,现在是加速死亡,看着吧","text":"干吹没用啊,亏损没一点减少迹象 乐道要是出增程,还能续命,现在是加速死亡,看着吧","html":"干吹没用啊,亏损没一点减少迹象 乐道要是出增程,还能续命,现在是加速死亡,看着吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317919561838648,"gmtCreate":1718625210039,"gmtModify":1718630553064,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>花了几个月时间去玩美团视频,连提现那点儿小九九都摸清楚了。跟多多视频比起来,美团这边儿确实实诚不少,但多多视频那边儿购物能加速提现,这点儿美团比不上。美团视频里最后一分钱,得用50万个金币去换,这太坑了!真的,得自己用了才晓得这产品能不能打。目前看来,美团视频竞争力不咋地,也没啥大方向,听说用户时长也提不上去,估计早晚得被弱化或者直接下架。多多视频这边内容有差异,思路也清晰,多多团队那执行力,真的让人佩服,虽然套路多,但人家把人性都摸透了,这点儿不得不服。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>花了几个月时间去玩美团视频,连提现那点儿小九九都摸清楚了。跟多多视频比起来,美团这边儿确实实诚不少,但多多视频那边儿购物能加速提现,这点儿美团比不上。美团视频里最后一分钱,得用50万个金币去换,这太坑了!真的,得自己用了才晓得这产品能不能打。目前看来,美团视频竞争力不咋地,也没啥大方向,听说用户时长也提不上去,估计早晚得被弱化或者直接下架。多多视频这边内容有差异,思路也清晰,多多团队那执行力,真的让人佩服,虽然套路多,但人家把人性都摸透了,这点儿不得不服。","text":"$美团-W(03690)$ 花了几个月时间去玩美团视频,连提现那点儿小九九都摸清楚了。跟多多视频比起来,美团这边儿确实实诚不少,但多多视频那边儿购物能加速提现,这点儿美团比不上。美团视频里最后一分钱,得用50万个金币去换,这太坑了!真的,得自己用了才晓得这产品能不能打。目前看来,美团视频竞争力不咋地,也没啥大方向,听说用户时长也提不上去,估计早晚得被弱化或者直接下架。多多视频这边内容有差异,思路也清晰,多多团队那执行力,真的让人佩服,虽然套路多,但人家把人性都摸透了,这点儿不得不服。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/317919561838648","isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514419179304562","authorId":"3514419179304562","name":"体道合德","avatar":"https://static.tigerbbs.com/95efd4d2e410bb0dd95dde84060c146e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3514419179304562","authorIdStr":"3514419179304562"},"content":"嗯,开始有人拿它跟多多视频比就是进步","text":"嗯,开始有人拿它跟多多视频比就是进步","html":"嗯,开始有人拿它跟多多视频比就是进步"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314030797807712,"gmtCreate":1717687815897,"gmtModify":1717750767295,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>有人觉得他们发CB就像是在稀释股权来回购,那回购效果就大打折扣了。但我不这么看,觉得这是个好事。这CB票期限长达7年,而且换购价还溢价了30%到35%,年利率超低,才0.25%到0.75%。你想啊,如果股价涨得不多,少于30%到35%,那公司回购就只要付那么点利息,多划算。再说,如果股价猛涨,超过那30%到35%,别人肯定愿意换股,那现在买还有啥好抱怨的?要是8月份他们真能在港股双重上市,进入港股通,按现在的股价,北方的资金估计得抢疯了。而且软银都清仓了,这股票的做空空间就小了,到时候股价很容易就上去了。现在大家都觉得这是垃圾股,但预期差大得很。你随便搞点几个月后的call,那赔率和胜率都不比买彩票值?","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>有人觉得他们发CB就像是在稀释股权来回购,那回购效果就大打折扣了。但我不这么看,觉得这是个好事。这CB票期限长达7年,而且换购价还溢价了30%到35%,年利率超低,才0.25%到0.75%。你想啊,如果股价涨得不多,少于30%到35%,那公司回购就只要付那么点利息,多划算。再说,如果股价猛涨,超过那30%到35%,别人肯定愿意换股,那现在买还有啥好抱怨的?要是8月份他们真能在港股双重上市,进入港股通,按现在的股价,北方的资金估计得抢疯了。而且软银都清仓了,这股票的做空空间就小了,到时候股价很容易就上去了。现在大家都觉得这是垃圾股,但预期差大得很。你随便搞点几个月后的call,那赔率和胜率都不比买彩票值?","text":"$阿里巴巴(BABA)$ 有人觉得他们发CB就像是在稀释股权来回购,那回购效果就大打折扣了。但我不这么看,觉得这是个好事。这CB票期限长达7年,而且换购价还溢价了30%到35%,年利率超低,才0.25%到0.75%。你想啊,如果股价涨得不多,少于30%到35%,那公司回购就只要付那么点利息,多划算。再说,如果股价猛涨,超过那30%到35%,别人肯定愿意换股,那现在买还有啥好抱怨的?要是8月份他们真能在港股双重上市,进入港股通,按现在的股价,北方的资金估计得抢疯了。而且软银都清仓了,这股票的做空空间就小了,到时候股价很容易就上去了。现在大家都觉得这是垃圾股,但预期差大得很。你随便搞点几个月后的call,那赔率和胜率都不比买彩票值?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314030797807712","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333378213466280,"gmtCreate":1722418801562,"gmtModify":1722418802820,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>日元加息,这对美股可不是啥好消息,利空啊利空!看这架势,一大波拆仓的怕是要汹涌而来了。还是悠着点儿,别跟这风浪硬碰硬,先撤为妙,保住本金要紧,安全第一!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>日元加息,这对美股可不是啥好消息,利空啊利空!看这架势,一大波拆仓的怕是要汹涌而来了。还是悠着点儿,别跟这风浪硬碰硬,先撤为妙,保住本金要紧,安全第一!","text":"$英伟达(NVDA)$ 日元加息,这对美股可不是啥好消息,利空啊利空!看这架势,一大波拆仓的怕是要汹涌而来了。还是悠着点儿,别跟这风浪硬碰硬,先撤为妙,保住本金要紧,安全第一!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/333378213466280","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"已经提前计价,万一是利空出尽呢","text":"已经提前计价,万一是利空出尽呢","html":"已经提前计价,万一是利空出尽呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316872443838696,"gmtCreate":1718369221787,"gmtModify":1718370401288,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>讲讲阿里巴巴的投资情况。投资饿了么,砸了665亿进去,结果是大亏;苏宁易购也投了200亿,也是亏得不行;盒马生鲜,亏了好几百亿;大润发也砸了几百亿,还是巨亏;优酷和土豆加起来花了不少钱,但也是亏;恒大足球,投了12亿,也是血亏;不过,投资饿了么是为了搞新零售生态,扩大饿了么的优势。投苏宁是为了线上线下一起赚钱,家电电商也搞大点。优酷是为了抓数字娱乐市场,电视不行了网络电视火,整合业务生态圈。高德可能是最成功的了,虽然也亏,但它对阿里很重要,就像菜鸟一样。可惜大家都盯着失败的项目。阿里巴巴收购公司总喜欢让人按他们的想法来,这方面还是马化腾聪明,投资就为了赚钱。但阿里巴巴和腾讯模式不一样,一个是拉流量,一个是给流量。对企业态度也不同,阿里喜欢掌控,腾讯只要分红。虽然结果有差距,但各自的价值不能否认。阿里转账方便,腾讯通讯便宜,各有各的好处。这些年,阿里巴巴投的项目确实亏了不少,基本没啥赚的。看了这投资成绩单,你是不是也觉得今年钱更难挣了?","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>讲讲阿里巴巴的投资情况。投资饿了么,砸了665亿进去,结果是大亏;苏宁易购也投了200亿,也是亏得不行;盒马生鲜,亏了好几百亿;大润发也砸了几百亿,还是巨亏;优酷和土豆加起来花了不少钱,但也是亏;恒大足球,投了12亿,也是血亏;不过,投资饿了么是为了搞新零售生态,扩大饿了么的优势。投苏宁是为了线上线下一起赚钱,家电电商也搞大点。优酷是为了抓数字娱乐市场,电视不行了网络电视火,整合业务生态圈。高德可能是最成功的了,虽然也亏,但它对阿里很重要,就像菜鸟一样。可惜大家都盯着失败的项目。阿里巴巴收购公司总喜欢让人按他们的想法来,这方面还是马化腾聪明,投资就为了赚钱。但阿里巴巴和腾讯模式不一样,一个是拉流量,一个是给流量。对企业态度也不同,阿里喜欢掌控,腾讯只要分红。虽然结果有差距,但各自的价值不能否认。阿里转账方便,腾讯通讯便宜,各有各的好处。这些年,阿里巴巴投的项目确实亏了不少,基本没啥赚的。看了这投资成绩单,你是不是也觉得今年钱更难挣了?","text":"$阿里巴巴(BABA)$ 讲讲阿里巴巴的投资情况。投资饿了么,砸了665亿进去,结果是大亏;苏宁易购也投了200亿,也是亏得不行;盒马生鲜,亏了好几百亿;大润发也砸了几百亿,还是巨亏;优酷和土豆加起来花了不少钱,但也是亏;恒大足球,投了12亿,也是血亏;不过,投资饿了么是为了搞新零售生态,扩大饿了么的优势。投苏宁是为了线上线下一起赚钱,家电电商也搞大点。优酷是为了抓数字娱乐市场,电视不行了网络电视火,整合业务生态圈。高德可能是最成功的了,虽然也亏,但它对阿里很重要,就像菜鸟一样。可惜大家都盯着失败的项目。阿里巴巴收购公司总喜欢让人按他们的想法来,这方面还是马化腾聪明,投资就为了赚钱。但阿里巴巴和腾讯模式不一样,一个是拉流量,一个是给流量。对企业态度也不同,阿里喜欢掌控,腾讯只要分红。虽然结果有差距,但各自的价值不能否认。阿里转账方便,腾讯通讯便宜,各有各的好处。这些年,阿里巴巴投的项目确实亏了不少,基本没啥赚的。看了这投资成绩单,你是不是也觉得今年钱更难挣了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316872443838696","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":767477556150384,"gmtCreate":1687875028829,"gmtModify":1687875716781,"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010330","authorIdStr":"10000000000010330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 人民币汇率拉升,港股对此的反应更直接。进入下半年,尤其是半年报公布季,业绩预期将是结构演绎的主要变量。美股科技股及英伟达见顶迹象明显,AI概念股退潮没有悬念,退出的资金会逐步流向低估值板块,被过分抛售的部分消费和医药将至少迎来估值修复的机会。人民币是反弹还是翻转还不能确认,但迟早是要翻转的。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 人民币汇率拉升,港股对此的反应更直接。进入下半年,尤其是半年报公布季,业绩预期将是结构演绎的主要变量。美股科技股及英伟达见顶迹象明显,AI概念股退潮没有悬念,退出的资金会逐步流向低估值板块,被过分抛售的部分消费和医药将至少迎来估值修复的机会。人民币是反弹还是翻转还不能确认,但迟早是要翻转的。","text":"$英伟达(NVDA)$ 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 骗局的成功,主要体现在:持续时间足够长,受骗者多批次迭代,早出局的人能够在晚出局的人的遭遇中得到安慰,无论什么时候出局都要下很大的决心——担心自己出局后会反转。技战术方面,jiojio在乐视网主要靠钻停牌制度的空子,在FF则主要利用美股建立在较高道德底线上的市场化规则。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 骗局的成功,主要体现在:持续时间足够长,受骗者多批次迭代,早出局的人能够在晚出局的人的遭遇中得到安慰,无论什么时候出局都要下很大的决心——担心自己出局后会反转。技战术方面,jiojio在乐视网主要靠钻停牌制度的空子,在FF则主要利用美股建立在较高道德底线上的市场化规则。","text":"$Faraday Future(FFIE)$ 骗局的成功,主要体现在:持续时间足够长,受骗者多批次迭代,早出局的人能够在晚出局的人的遭遇中得到安慰,无论什么时候出局都要下很大的决心——担心自己出局后会反转。技战术方面,jiojio在乐视网主要靠钻停牌制度的空子,在FF则主要利用美股建立在较高道德底线上的市场化规则。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/656021428","isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}