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省心省力
14:31
$纳斯达克(.IXIC)$
特朗普的政策不确定性确实存在,but市场对经济刺激政策非常期待了,后面大概率会有对应政策。逃顶的估计得错过一波行情
省心省力
14:29
$比特币(BTC.USD.HKCC)$
比特币的价值不靠谁承认,而是全球人民的共同认可。美联储爱咋咋说,只要市场追捧,后市依然有戏。
省心省力
14:26
$美光科技(MU)$
本季度的营收和毛利率继续增长,其中毛利率略逊于市场预期。市场情绪差也很正常了,短期来看确实难熬。但基本面没坏,长期逻辑在,暴跌反而是埋伏的好机会。
省心省力
14:24
$特斯拉(TSLA)$
创新是特斯拉的护城河,高位回落只是技术性调整。趋势尚未走完,别着急着站空头,长期看涨的逻辑依然成立。
省心省力
12-18 15:10
$标普500(.SPX)$
大盘表现还算强势,年末情绪带动行情更进一步,但现在看有点不太行了。跨年行情对SPX出货是个好机会,后面可能会有个大跌,小心点就好
省心省力
12-18 15:07
$纳斯达克(.IXIC)$
年底的市场情绪已经热起来了,加息周期接近尾声,大盘也迎来喘息机会。跨年行情还是科技股的舞台,不涨也是震荡
省心省力
12-18 15:05
$美光科技(MU)$
博通算半导体的龙一,美光这次财报市场预期很高算龙二吧,反正期权挺贵的。要是能拿出亮眼成绩,短期内的涨幅还是很有戏的
省心省力
12-18 15:00
$英伟达(NVDA)$
连跌之后,英伟达的估值风险开始缓解。有垄断地位的AI板块公司,现在的价格不贵,短期抛售反而是上车时机
省心省力
12-17 15:31
$标普500(.SPX)$
市场现在是资金抱团情绪很强,但是未必能保持住,SPX涨太多了后面看震荡吧。年底这波高抛低吸位置好成本能降不少
省心省力
12-17 15:29
$Rigetti Computing(RGTI)$
量子计算突破说不定是下一个起飞的风口,RGTI这种小盘票爆发力超强,上车快,不然车门该焊死了
省心省力
12-17 15:26
$Palantir Technologies Inc.(PLTR)$
$MicroStrategy(MSTR)$
PLTR基本面稳扎稳打,AI订单越做越大。Mstr属于和大饼绑定太深了,但是股价波动更大,这两个方向都不赖,就看你想要稳还是狠!
省心省力
12-17 15:23
$博通(AVGO)$
博通现在是属于市场开始重新估值的阶段。现在的它和当年的英伟达太像了,上仓位没问题
省心省力
12-16
$小菜园(00999)$
小菜园这票算是个细分市场,后面主要还是关注盈利能力。打新不求多赚,等后面逻辑清晰的话应该能涨不少
省心省力
12-16
$MicroStrategy(MSTR)$
$Palantir Technologies Inc.(PLTR)$
赌比特币牛市,MSTR就是最佳工具;要押AI持续热度,PLTR机会更大。左右逢源更香,这俩票都很强,关键看个人信仰
省心省力
12-13
$博通(AVGO)$
AI收入暴增肯定不是偶然,在芯片领域的布局很长时间了。后续能不能涨的关键还是订单增长,只要能稳住,继续看好它跑赢市场
省心省力
12-13
$特斯拉(TSLA)$
特斯拉强者恒强,新能源的霸主地位无可撼动。加仓就是信仰,继续看涨到350,别被短期调整吓跑
省心省力
12-13
$英伟达(NVDA)$
大消费回暖是主线,科技升级也能拉行情。买核心资产就好了,英伟达小米都行,或者从中概的反弹行情里找找惊喜
省心省力
12-13
$Palantir Technologies Inc.(PLTR)$
PLTR直接受益,尤其AI赛道仍是资金风口,短期可能迎来增量资金支持;SMCI稍显不利,但长期逻辑仍稳。灵活操作随机应变吧,只要有波动机会就不会少
省心省力
12-12
$毛戈平(01318)$
这波借消费复苏的热潮,毛葛平股价应该可以一骑绝尘了。60不是遥不可及,看好它继续在高端市场发力
省心省力
12-12
$恒生指数(HSI)$
政策红利挺大的,恒指的企稳态势越来越明显。资金回流速度没那么快,慢牛的启动需要耐心,但这波机会值得等
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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 本季度的营收和毛利率继续增长,其中毛利率略逊于市场预期。市场情绪差也很正常了,短期来看确实难熬。但基本面没坏,长期逻辑在,暴跌反而是埋伏的好机会。","text":"$美光科技(MU)$ 本季度的营收和毛利率继续增长,其中毛利率略逊于市场预期。市场情绪差也很正常了,短期来看确实难熬。但基本面没坏,长期逻辑在,暴跌反而是埋伏的好机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383240441262384","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383239933026608,"gmtCreate":1734589474125,"gmtModify":1734589475856,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 创新是特斯拉的护城河,高位回落只是技术性调整。趋势尚未走完,别着急着站空头,长期看涨的逻辑依然成立。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 创新是特斯拉的护城河,高位回落只是技术性调整。趋势尚未走完,别着急着站空头,长期看涨的逻辑依然成立。","text":"$特斯拉(TSLA)$ 创新是特斯拉的护城河,高位回落只是技术性调整。趋势尚未走完,别着急着站空头,长期看涨的逻辑依然成立。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/383239933026608","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382897746923824,"gmtCreate":1734505822280,"gmtModify":1734505823945,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 大盘表现还算强势,年末情绪带动行情更进一步,但现在看有点不太行了。跨年行情对SPX出货是个好机会,后面可能会有个大跌,小心点就好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 大盘表现还算强势,年末情绪带动行情更进一步,但现在看有点不太行了。跨年行情对SPX出货是个好机会,后面可能会有个大跌,小心点就好","text":"$标普500(.SPX)$ 大盘表现还算强势,年末情绪带动行情更进一步,但现在看有点不太行了。跨年行情对SPX出货是个好机会,后面可能会有个大跌,小心点就好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382897746923824","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382897126908208,"gmtCreate":1734505670908,"gmtModify":1734505672938,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 年底的市场情绪已经热起来了,加息周期接近尾声,大盘也迎来喘息机会。跨年行情还是科技股的舞台,不涨也是震荡","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 年底的市场情绪已经热起来了,加息周期接近尾声,大盘也迎来喘息机会。跨年行情还是科技股的舞台,不涨也是震荡","text":"$纳斯达克(.IXIC)$ 年底的市场情绪已经热起来了,加息周期接近尾声,大盘也迎来喘息机会。跨年行情还是科技股的舞台,不涨也是震荡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382897126908208","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382896192397360,"gmtCreate":1734505551823,"gmtModify":1734505553692,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 博通算半导体的龙一,美光这次财报市场预期很高算龙二吧,反正期权挺贵的。要是能拿出亮眼成绩,短期内的涨幅还是很有戏的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 博通算半导体的龙一,美光这次财报市场预期很高算龙二吧,反正期权挺贵的。要是能拿出亮眼成绩,短期内的涨幅还是很有戏的","text":"$美光科技(MU)$ 博通算半导体的龙一,美光这次财报市场预期很高算龙二吧,反正期权挺贵的。要是能拿出亮眼成绩,短期内的涨幅还是很有戏的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382896192397360","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382895407415600,"gmtCreate":1734505251110,"gmtModify":1734505731698,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 连跌之后,英伟达的估值风险开始缓解。有垄断地位的AI板块公司,现在的价格不贵,短期抛售反而是上车时机","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 连跌之后,英伟达的估值风险开始缓解。有垄断地位的AI板块公司,现在的价格不贵,短期抛售反而是上车时机","text":"$英伟达(NVDA)$ 连跌之后,英伟达的估值风险开始缓解。有垄断地位的AI板块公司,现在的价格不贵,短期抛售反而是上车时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382895407415600","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382553659834416,"gmtCreate":1734420712899,"gmtModify":1734420714986,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 市场现在是资金抱团情绪很强,但是未必能保持住,SPX涨太多了后面看震荡吧。年底这波高抛低吸位置好成本能降不少","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 市场现在是资金抱团情绪很强,但是未必能保持住,SPX涨太多了后面看震荡吧。年底这波高抛低吸位置好成本能降不少","text":"$标普500(.SPX)$ 市场现在是资金抱团情绪很强,但是未必能保持住,SPX涨太多了后面看震荡吧。年底这波高抛低吸位置好成本能降不少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382553659834416","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382553145700400,"gmtCreate":1734420587378,"gmtModify":1734420589424,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$</a> 量子计算突破说不定是下一个起飞的风口,RGTI这种小盘票爆发力超强,上车快,不然车门该焊死了","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来如果在国内做增程,那才是真正的蠢到家。可千万别搞增程啊,蔚来死也必须死在纯电和换电上,支持李总","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来如果在国内做增程,那才是真正的蠢到家。可千万别搞增程啊,蔚来死也必须死在纯电和换电上,支持李总","text":"$蔚来(NIO)$ 蔚来如果在国内做增程,那才是真正的蠢到家。可千万别搞增程啊,蔚来死也必须死在纯电和换电上,支持李总","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/368542517166112","isVote":1,"tweetType":1,"viewCount":2486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567110299119558","authorId":"3567110299119558","name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3567110299119558","authorIdStr":"3567110299119558"},"content":"$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$蔚来注定没有未来,看看人家小鹏。以前叫蔚小理 现在叫理小蔚。大哥变小弟[开心][开心]","text":"$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$蔚来注定没有未来,看看人家小鹏。以前叫蔚小理 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大家对百度是不是太苛求了?pb0.8倍、PE不到10倍,市值里70%是现金,除去一年投入200多亿研发外还能赚200多亿,港美股有没有另一只股票比这个还厉害的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/375085343928400","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575013011868811","authorId":"3575013011868811","name":"小乐食客","avatar":"https://static.tigerbbs.com/2e8da1325093ad58e3fad74a53fed711","crmLevel":5,"crmLevelSwitch":1,"idStr":"3575013011868811","authorIdStr":"3575013011868811"},"content":"如果他要是分红的话,至少能三倍","text":"如果他要是分红的话,至少能三倍","html":"如果他要是分红的话,至少能三倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373715053576200,"gmtCreate":1732257890753,"gmtModify":1732257892414,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a 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