波波斯基的个人主页 - 老虎社区

波波斯基

波波斯基

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06-21

抽到T恤。@阳光彩虹派

06-19

Replying to @梦梅:现在是不是该分钱给我啦[财迷][财迷][财迷]//@梦梅:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了

06-13

$英伟达(NVDA)$ 美港股账户年度收益翻倍，去年初至今收益10倍+。感谢英伟达，感谢苹果，感谢微软，感谢Meta，感谢纳斯达克[财迷] [财迷] [财迷] @爱发红包的虎妞

05-28

$英伟达(NVDA)$ 还有看空的吗？

05-26

上个月开始学着做一些sell put 的操作，总共做了7单，目前看来效果不错，全部浮盈，挺好玩，还赚点零花钱补贴家用。前两年做过几次期权买方，有亏有赚，发现时间是买方最大的敌人，现在改做卖方，让时间成为自己的朋友吧。

05-17

$万物云(02602)$ 万科爆雷的时候抄底的万物云，收益颇丰，算不算是“反过来想”呢？

04-03

这篇文章不错，转发给大家看看

@爱发红包的虎妞:【虎友投资说】特斯拉要完蛋？赛道蓝海变红海，最低跌到110？！

03-31

感谢您的肯定[抱拳][抱拳]

03-30

月入百万梦成真，但愿长醉不愿醒。

03-21

$MicroStrategy Incorporated(MSTR)$ 感谢超微，倒车接我，三天三十个点，买少了买少了[开心] [开心]

03-10

$英伟达(NVDA)$ 这两天有传言说国内有针对英伟达丐版芯片的新政策：如果使用英伟达芯片，需备案。且不论这个传言是真是假，其实英伟达在国内营收只占总营收百分之五，影响不大的。前两年靠挖矿，这两年靠ai训练，看似偶然，实则必然。过两年ai训练需求平缓了，说不定挖矿需求又起来了，毕竟大饼又到牛市，刚刚突破新高，很多人都看到10万加了。关键的关键是，没准儿隔两年又爆出一个什么高科技的东东，需求又爆量呢。所以嘛，买了的，还是拿着一动不动比较好，赚企业增长的钱就好，没必要想着把市场波动的钱都赚干净了；没买的，找个机会，好歹配置一点吧。

03-09

一句话总结：英伟达股价仍无泡沫。

@小虎周报:【一周科技动态】AI热潮与互联网泡沫的不同点

03-09

Replying to @和小康:客气了，多多交流，共同进步[握手][握手]//@和小康:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]

03-08

Replying to @赤脚大学:感谢夸奖[抱拳][抱拳]//@赤脚大学:一口气看完波波的文章，酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]

03-08

Replying to @咤老斯:百度下吧//@咤老斯:大饼是啥股啊

03-08

Replying to @希望3:你自己百度一下吧，这个可能是敏感词的。//@希望3:大饼和矿工是指什么？希望解释下

03-08

谢谢[握手]

03-08

感谢小虎访谈[抱拳] [抱拳]

@小虎访谈:【小虎访谈】波波斯基：英伟达赚一套别墅！北大博士的1000%收益率之路如何炼成？

02-24

$英伟达(NVDA)$ 谢谢你，英伟达，底部上来十倍了。

02-16

$CleanSpark, Inc.(CLSK)$

去老虎APP查看更多动态

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to <a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:现在是不是该分钱给我啦[财迷][财迷][财迷]//<a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","listText":"Replying to <a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:现在是不是该分钱给我啦[财迷][财迷][财迷]//<a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","text":"Replying to @梦梅:现在是不是该分钱给我啦[财迷][财迷][财迷]//@梦梅:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318359304970432","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316284734894352,"gmtCreate":1718244241766,"gmtModify":1718252126936,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 美港股账户年度收益翻倍，去年初至今收益10倍+。感谢英伟达，感谢苹果，感谢微软，感谢Meta，感谢纳斯达克[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;&nbsp; <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 美港股账户年度收益翻倍，去年初至今收益10倍+。感谢英伟达，感谢苹果，感谢微软，感谢Meta，感谢纳斯达克[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;&nbsp; <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;","text":"$英伟达(NVDA)$ 美港股账户年度收益翻倍，去年初至今收益10倍+。感谢英伟达，感谢苹果，感谢微软，感谢Meta，感谢纳斯达克[财迷] [财迷] [财迷] @爱发红包的虎妞","images":[{"img":"https://static.tigerbbs.com/c0303f58a8d1fbd84d20338078cbb3fe","width":"1086","height":"939"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/316284734894352","isVote":1,"tweetType":1,"viewCount":10157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4130377405762172","authorId":"4130377405762172","name":"港乜嘢吖","avatar":"https://static.tigerbbs.com/2e11ebd9218be3a4ecb251c3d8f63596","crmLevel":2,"crmLevelSwitch":0,"idStr":"4130377405762172","authorIdStr":"4130377405762172"},"content":"大佬最近在操作啥呀，求带求抄作业[流泪]","text":"大佬最近在操作啥呀，求带求抄作业[流泪]","html":"大佬最近在操作啥呀，求带求抄作业[流泪]"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":310821831553080,"gmtCreate":1716911706907,"gmtModify":1716912201362,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 还有看空的吗？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 还有看空的吗？","text":"$英伟达(NVDA)$ 还有看空的吗？","images":[{"img":"https://static.tigerbbs.com/eac947eaec73f5ad357ea22f26d9f079","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/310821831553080","isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179050992196510","authorId":"4179050992196510","name":"maooooooo","avatar":"https://static.tigerbbs.com/1fab42aca0a89d3b10169ecd67510785","crmLevel":1,"crmLevelSwitch":0,"idStr":"4179050992196510","authorIdStr":"4179050992196510"},"content":"这是买了多久了","text":"这是买了多久了","html":"这是买了多久了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":310169660915776,"gmtCreate":1716729238705,"gmtModify":1716729243889,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"上个月开始学着做一些sell put 的操作，总共做了7单，目前看来效果不错，全部浮盈，挺好玩，还赚点零花钱补贴家用。前两年做过几次期权买方，有亏有赚，发现时间是买方最大的敌人，现在改做卖方，让时间成为自己的朋友吧。","listText":"上个月开始学着做一些sell put 的操作，总共做了7单，目前看来效果不错，全部浮盈，挺好玩，还赚点零花钱补贴家用。前两年做过几次期权买方，有亏有赚，发现时间是买方最大的敌人，现在改做卖方，让时间成为自己的朋友吧。","text":"上个月开始学着做一些sell put 的操作，总共做了7单，目前看来效果不错，全部浮盈，挺好玩，还赚点零花钱补贴家用。前两年做过几次期权买方，有亏有赚，发现时间是买方最大的敌人，现在改做卖方，让时间成为自己的朋友吧。","images":[{"img":"https://static.tigerbbs.com/a64e3e985d9e217b02cad077b7547db8","width":"1284","height":"1207"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/310169660915776","isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578469398084428","authorId":"3578469398084428","name":"Ha老虎油","avatar":"https://static.tigerbbs.com/130dbe7bd3311198d08871cd1a5b2a8f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3578469398084428","authorIdStr":"3578469398084428"},"content":"请教下老师你一般选择什么日期 的put合约？什么时候sell put 价格会高点？","text":"请教下老师你一般选择什么日期 的put合约？什么时候sell put 价格会高点？","html":"请教下老师你一般选择什么日期 的put合约？什么时候sell put 价格会高点？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306797525713096,"gmtCreate":1715936310740,"gmtModify":1715936380842,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02602\">$万物云(02602)$</a> 万科爆雷的时候抄底的万物云，收益颇丰，算不算是“反过来想”呢？","listText":"<a href=\"https://laohu8.com/S/02602\">$万物云(02602)$</a> 万科爆雷的时候抄底的万物云，收益颇丰，算不算是“反过来想”呢？","text":"$万物云(02602)$ 万科爆雷的时候抄底的万物云，收益颇丰，算不算是“反过来想”呢？","images":[{"img":"https://static.tigerbbs.com/e465658453a66d6912d57671fb294c7f","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306797525713096","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291259095032080,"gmtCreate":1712134064413,"gmtModify":1712134065830,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291259095032080","repostId":"291269755592720","repostType":1,"repost":{"id":291269755592720,"gmtCreate":1712132882410,"gmtModify":1712132974544,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20722186463466","authorIdStr":"20722186463466"},"themes":[],"title":"【虎友投资说】特斯拉要完蛋？赛道蓝海变红海，最低跌到110？！","htmlText":"昨晚 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 <a href=\"https://laohu8.com/U/4127170836475452\">@yesh13</a> 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也如此","listText":"昨晚 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 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不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 @yesh13 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 $小米集团-W(01810)$ 也如此","images":[{"img":"https://static.tigerbbs.com/ec84777d04856173e6957a42568f5e40","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/5a85a1311a3b28b4dfbe7a57296710ae","width":"876","height":"491"},{"img":"https://static.tigerbbs.com/bd2911d49eb69aba3d1f63bfd7c25c88","width":"414","height":"794"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291269755592720","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3173,"gmtBegin":1712132926447,"gmtEnd":1712737710827,"type":1,"upper":1,"title":"你认为特斯拉股票能跌到多少？","choices":[{"id":11479,"sort":1,"name":"现在就是底部 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[开心]","images":[{"img":"https://static.tigerbbs.com/0d176fd8d812fed4fc7922bf64977595","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286766325125416","isVote":1,"tweetType":1,"viewCount":2942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/231a2860cddd1bf2ffc3c16938f4673d","crmLevel":9,"crmLevelSwitch":1,"idStr":"3579612413176972","authorIdStr":"3579612413176972"},"content":"大佬，厉害厉害，哈哈，打算拿到哪个价位呀","text":"大佬，厉害厉害，哈哈，打算拿到哪个价位呀","html":"大佬，厉害厉害，哈哈，打算拿到哪个价位呀"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":282796820459528,"gmtCreate":1710070577316,"gmtModify":1710192603721,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 这两天有传言说国内有针对英伟达丐版芯片的新政策：如果使用英伟达芯片，需备案。且不论这个传言是真是假，其实英伟达在国内营收只占总营收百分之五，影响不大的。 前两年靠挖矿，这两年靠ai训练，看似偶然，实则必然。过两年ai训练需求平缓了，说不定挖矿需求又起来了，毕竟大饼又到牛市，刚刚突破新高，很多人都看到10万加了。关键的关键是，没准儿隔两年又爆出一个什么高科技的东东，需求又爆量呢。所以嘛，买了的，还是拿着一动不动比较好，赚企业增长的钱就好，没必要想着把市场波动的钱都赚干净了；没买的，找个机会，好歹配置一点吧。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 这两天有传言说国内有针对英伟达丐版芯片的新政策：如果使用英伟达芯片，需备案。且不论这个传言是真是假，其实英伟达在国内营收只占总营收百分之五，影响不大的。 前两年靠挖矿，这两年靠ai训练，看似偶然，实则必然。过两年ai训练需求平缓了，说不定挖矿需求又起来了，毕竟大饼又到牛市，刚刚突破新高，很多人都看到10万加了。关键的关键是，没准儿隔两年又爆出一个什么高科技的东东，需求又爆量呢。所以嘛，买了的，还是拿着一动不动比较好，赚企业增长的钱就好，没必要想着把市场波动的钱都赚干净了；没买的，找个机会，好歹配置一点吧。","text":"$英伟达(NVDA)$ 这两天有传言说国内有针对英伟达丐版芯片的新政策：如果使用英伟达芯片，需备案。且不论这个传言是真是假，其实英伟达在国内营收只占总营收百分之五，影响不大的。 前两年靠挖矿，这两年靠ai训练，看似偶然，实则必然。过两年ai训练需求平缓了，说不定挖矿需求又起来了，毕竟大饼又到牛市，刚刚突破新高，很多人都看到10万加了。关键的关键是，没准儿隔两年又爆出一个什么高科技的东东，需求又爆量呢。所以嘛，买了的，还是拿着一动不动比较好，赚企业增长的钱就好，没必要想着把市场波动的钱都赚干净了；没买的，找个机会，好歹配置一点吧。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":20,"commentSize":14,"repostSize":2,"link":"https://laohu8.com/post/282796820459528","isVote":1,"tweetType":1,"viewCount":20489,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471405853090759","authorId":"3471405853090759","name":"和小康","avatar":"https://static.tigerbbs.com/384782e8989fba480367af2d2171a783","crmLevel":6,"crmLevelSwitch":1,"idStr":"3471405853090759","authorIdStr":"3471405853090759"},"content":"波波老师，我主要是没有遵守纪律满仓梭哈了，现在没有子弹补仓了，看样子需要一阵子摊薄持仓成本来解套了吧？","text":"波波老师，我主要是没有遵守纪律满仓梭哈了，现在没有子弹补仓了，看样子需要一阵子摊薄持仓成本来解套了吧？","html":"波波老师，我主要是没有遵守纪律满仓梭哈了，现在没有子弹补仓了，看样子需要一阵子摊薄持仓成本来解套了吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282336487919656,"gmtCreate":1709958296638,"gmtModify":1709958298519,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"一句话总结：英伟达股价仍无泡沫。","listText":"一句话总结：英伟达股价仍无泡沫。","text":"一句话总结：英伟达股价仍无泡沫。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282336487919656","repostId":"282031419019336","repostType":1,"repost":{"id":282031419019336,"gmtCreate":1709881450575,"gmtModify":1709881495062,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"【一周科技动态】AI热潮与互联网泡沫的不同点","htmlText":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +17%，其次是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> +4.5%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> +0.03%，另外四家收跌， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.09%， <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> -2.95%， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -6.5%， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> -11.51%。影响资产组合的核心交易策略——一周大科技核心观点泡沫的担忧，交给供需周期不少投资者担心目前的AI热潮开始像20多年前的“互联网泡沫”（Dot Bubble），但有一定经验的投资着都会认为：历史尽管很相似，但不会单纯的重复。英伟达的走势虽然也一推高估值，但与互联网泡沫时期的硬件公司相比，其估值较低。拿同样是在Dot Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","listText":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +17%，其次是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> +4.5%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> +0.03%，另外四家收跌， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.09%， <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> -2.95%， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -6.5%， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> -11.51%。影响资产组合的核心交易策略——一周大科技核心观点泡沫的担忧，交给供需周期不少投资者担心目前的AI热潮开始像20多年前的“互联网泡沫”（Dot Bubble），但有一定经验的投资着都会认为：历史尽管很相似，但不会单纯的重复。英伟达的走势虽然也一推高估值，但与互联网泡沫时期的硬件公司相比，其估值较低。拿同样是在Dot Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","text":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 $英伟达(NVDA)$ +17%，其次是 $Meta Platforms(META)$ +4.5%， $亚马逊(AMZN)$ +0.03%，另外四家收跌， $微软(MSFT)$ -1.09%， $谷歌A(GOOGL)$ -2.95%， $苹果(AAPL)$ -6.5%， $特斯拉(TSLA)$ -11.51%。影响资产组合的核心交易策略——一周大科技核心观点泡沫的担忧，交给供需周期不少投资者担心目前的AI热潮开始像20多年前的“互联网泡沫”（Dot Bubble），但有一定经验的投资着都会认为：历史尽管很相似，但不会单纯的重复。英伟达的走势虽然也一推高估值，但与互联网泡沫时期的硬件公司相比，其估值较低。拿同样是在Dot Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/de8a474e3337f77dd0a6e2acb57d3876","width":"1152","height":"298"},{"img":"https://static.tigerbbs.com/aa34e9413db5aa46eddebd665b33e90d","width":"604","height":"304"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282031419019336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127348458410217","authorId":"127348458410217","name":"一秒變阿麥Zzzz","avatar":"https://static.tigerbbs.com/d8e889d499728bdd8d7c38817f7c1b94","crmLevel":8,"crmLevelSwitch":1,"idStr":"127348458410217","authorIdStr":"127348458410217"},"content":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄","text":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄","html":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282309238407248,"gmtCreate":1709951659138,"gmtModify":1709951661338,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:客气了，多多交流，共同进步[握手][握手]//<a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","listText":"Replying to <a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:客气了，多多交流，共同进步[握手][握手]//<a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","text":"Replying to @和小康:客气了，多多交流，共同进步[握手][握手]//@和小康:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/282309238407248","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282152157438168,"gmtCreate":1709913189471,"gmtModify":1709913966920,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:感谢夸奖[抱拳][抱拳]//<a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:一口气看完波波的文章， 酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]","listText":"Replying to <a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:感谢夸奖[抱拳][抱拳]//<a href=\"https://laohu8.com/U/3573256325908308\">@赤脚大学</a>:一口气看完波波的文章， 酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]","text":"Replying to @赤脚大学:感谢夸奖[抱拳][抱拳]//@赤脚大学:一口气看完波波的文章， 酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/282152157438168","isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548837579805684","authorId":"3548837579805684","name":"云天_5539","avatar":"https://static.tigerbbs.com/bb64e8cae68fe1a8a9a1bc895cf2aeba","crmLevel":5,"crmLevelSwitch":0,"idStr":"3548837579805684","authorIdStr":"3548837579805684"},"content":"您好！请问您说的大饼和矿工股是什么意思","text":"您好！请问您说的大饼和矿工股是什么意思","html":"您好！请问您说的大饼和矿工股是什么意思"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282107909140568,"gmtCreate":1709902385466,"gmtModify":1709902387505,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:百度下吧//<a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:大饼是啥股啊","listText":"Replying to <a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:百度下吧//<a href=\"https://laohu8.com/U/3494450988391383\">@咤老斯</a>:大饼是啥股啊","text":"Replying to @咤老斯:百度下吧//@咤老斯:大饼是啥股啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282107909140568","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282107399487528,"gmtCreate":1709902366845,"gmtModify":1709902369015,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:你自己百度一下吧，这个可能是敏感词的。//<a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:大饼和矿工是指什么？希望解释下","listText":"Replying to <a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:你自己百度一下吧，这个可能是敏感词的。//<a href=\"https://laohu8.com/U/3489614202734935\">@希望3</a>:大饼和矿工是指什么？希望解释下","text":"Replying to 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[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282066611765512","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1709898381190,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37002306153600","authorIdStr":"37002306153600"},"themes":[],"title":"【小虎访谈】波波斯基：英伟达赚一套别墅！北大博士的1000%收益率之路如何炼成？","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅， <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 <a 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href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ，虽然虽然现在已经有了一定的涨幅，但长期而言，仍然在底部区域。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下A：我是一个大学老师，副教授，现","text":"$超微电脑(SMCI)$ 赚了一辆车， $英伟达(NVDA)$ 赚一套别墅， $腾讯控股(00700)$ 挣了140万， $特斯拉(TSLA)$ 、 $拼多多(PDD)$ 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 @波波斯基 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 $英伟达(NVDA)$ 、第二重仓 $Meta Platforms(META)$ 的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 $Coinbase Global, Inc.(COIN)$ 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Inc.(CLSK)$","images":[{"img":"https://static.tigerbbs.com/555d7de47757eb9ac1c216737fde7204","width":"1086","height":"1712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/274675581829160","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"idStr":"3457599209868304","authorIdStr":"3457599209868304"},"content":"抄了个不大不小的底哦","text":"抄了个不大不小的底哦","html":"抄了个不大不小的底哦"}],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":310169660915776,"gmtCreate":1716729238705,"gmtModify":1716729243889,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3457599209868304","idStr":"3457599209868304"},"themes":[],"htmlText":"上个月开始学着做一些sell 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酣畅淋漓，即是心路历程又有投资策略，该狠的狠，该杀的杀，佩服佩服[强][强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/282152157438168","isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548837579805684","authorId":"3548837579805684","name":"云天_5539","avatar":"https://static.tigerbbs.com/bb64e8cae68fe1a8a9a1bc895cf2aeba","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3548837579805684","idStr":"3548837579805684"},"content":"您好！请问您说的大饼和矿工股是什么意思","text":"您好！请问您说的大饼和矿工股是什么意思","html":"您好！请问您说的大饼和矿工股是什么意思"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282309238407248,"gmtCreate":1709951659138,"gmtModify":1709951661338,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3457599209868304","idStr":"3457599209868304"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:客气了，多多交流，共同进步[握手][握手]//<a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","listText":"Replying to <a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:客气了，多多交流，共同进步[握手][握手]//<a href=\"https://laohu8.com/U/3471405853090759\">@和小康</a>:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","text":"Replying to @和小康:客气了，多多交流，共同进步[握手][握手]//@和小康:波波老师，您好！很幸运读到了您的文章，真的是好羡慕啊 [真香] 我也不知道是什么原因，感觉炒股就是毕生追求唯一的乐趣，但是抄的不好，希望多向您学习请教，感谢分享！ [抱拳] [抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/282309238407248","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282336487919656,"gmtCreate":1709958296638,"gmtModify":1709958298519,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3457599209868304","idStr":"3457599209868304"},"themes":[],"htmlText":"一句话总结：英伟达股价仍无泡沫。","listText":"一句话总结：英伟达股价仍无泡沫。","text":"一句话总结：英伟达股价仍无泡沫。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282336487919656","repostId":"282031419019336","repostType":1,"repost":{"id":282031419019336,"gmtCreate":1709881450575,"gmtModify":1709881495062,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"【一周科技动态】AI热潮与互联网泡沫的不同点","htmlText":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +17%，其次是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> +4.5%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> +0.03%，另外四家收跌， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.09%， <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> -2.95%， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -6.5%， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> -11.51%。影响资产组合的核心交易策略——一周大科技核心观点泡沫的担忧，交给供需周期不少投资者担心目前的AI热潮开始像20多年前的“互联网泡沫”（Dot Bubble），但有一定经验的投资着都会认为：历史尽管很相似，但不会单纯的重复。英伟达的走势虽然也一推高估值，但与互联网泡沫时期的硬件公司相比，其估值较低。拿同样是在Dot Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","listText":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +17%，其次是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> +4.5%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> +0.03%，另外四家收跌， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.09%， <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> -2.95%， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -6.5%， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> -11.51%。影响资产组合的核心交易策略——一周大科技核心观点泡沫的担忧，交给供需周期不少投资者担心目前的AI热潮开始像20多年前的“互联网泡沫”（Dot Bubble），但有一定经验的投资着都会认为：历史尽管很相似，但不会单纯的重复。英伟达的走势虽然也一推高估值，但与互联网泡沫时期的硬件公司相比，其估值较低。拿同样是在Dot Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","text":"涨跌纷纭——一周大科技表现市场依然聚焦大型科技股，尽管有波动，但AI概念仍然吸引着不同风险偏好的资金。鲍威尔证词并无意外，而强调了降息太晚的风险后，市场的风险偏好依然回升。财报季近尾声，投资者对成长股的要求显然变得更高，但往能逆势提超预期的公司也进一步获得后市场嘉奖。至2月29日收盘，过去一周大科技公司中，表现最好的是 $英伟达(NVDA)$ +17%，其次是 $Meta Platforms(META)$ +4.5%， $亚马逊(AMZN)$ +0.03%，另外四家收跌， $微软(MSFT)$ -1.09%， $谷歌A(GOOGL)$ -2.95%， $苹果(AAPL)$ -6.5%， $特斯拉(TSLA)$ -11.51%。影响资产组合的核心交易策略——一周大科技核心观点泡沫的担忧，交给供需周期不少投资者担心目前的AI热潮开始像20多年前的“互联网泡沫”（Dot Bubble），但有一定经验的投资着都会认为：历史尽管很相似，但不会单纯的重复。英伟达的走势虽然也一推高估值，但与互联网泡沫时期的硬件公司相比，其估值较低。拿同样是在Dot Bubble时期“卖铲子”的思科来比英伟达的盈利能力远高于思科，前五年平均净利润率为27","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/de8a474e3337f77dd0a6e2acb57d3876","width":"1152","height":"298"},{"img":"https://static.tigerbbs.com/aa34e9413db5aa46eddebd665b33e90d","width":"604","height":"304"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282031419019336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127348458410217","authorId":"127348458410217","name":"一秒變阿麥Zzzz","avatar":"https://static.tigerbbs.com/d8e889d499728bdd8d7c38817f7c1b94","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"127348458410217","idStr":"127348458410217"},"content":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄","text":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄","html":"周五感觉是纳指在跌，女大只是顺应回调一下下咯😄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282066611765512,"gmtCreate":1709892381684,"gmtModify":1709892383455,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3457599209868304","idStr":"3457599209868304"},"themes":[],"htmlText":"感谢小虎访谈[抱拳]&nbsp;[抱拳]&nbsp;&nbsp;","listText":"感谢小虎访谈[抱拳]&nbsp;[抱拳]&nbsp;&nbsp;","text":"感谢小虎访谈[抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282066611765512","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1709898381190,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【小虎访谈】波波斯基：英伟达赚一套别墅！北大博士的1000%收益率之路如何炼成？","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅， <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ，虽然虽然现在已经有了一定的涨幅，但长期而言，仍然在底部区域。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下A：我是一个大学老师，副教授，现","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 赚了一辆车， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 赚一套别墅， <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ，虽然虽然现在已经有了一定的涨幅，但长期而言，仍然在底部区域。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下A：我是一个大学老师，副教授，现","text":"$超微电脑(SMCI)$ 赚了一辆车， $英伟达(NVDA)$ 赚一套别墅， $腾讯控股(00700)$ 挣了140万， $特斯拉(TSLA)$ 、 $拼多多(PDD)$ 都赚了10倍......各位虎友们好，本周要与我们分享的虎友是 @波波斯基 。在21年底，他押注了未来科技的发展与芯片的方向，做出了第一重仓 $英伟达(NVDA)$ 、第二重仓 $Meta Platforms(META)$ 的决定！自22年底算起，他的收益率已有10倍！[美金]当前，他认为英伟达估值还不算高，在2024年可以维持在1000到1300 这个区间，而在2026年之前是看不到增长尽头的。此外，他还看好今年数字货币概念股的表现 $Coinbase Global, Inc.(COIN)$ ，虽然虽然现在已经有了一定的涨幅，但长期而言，仍然在底部区域。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下A：我是一个大学老师，副教授，现","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/7b64f8e5ece5e83d27629ba786c55eb0","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/ec6864670cdd856e63c3104e5497a99e","width":"1284","height":"1385"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282013866618976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318359304970432,"gmtCreate":1718762982559,"gmtModify":1718762985087,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3457599209868304","idStr":"3457599209868304"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:现在是不是该分钱给我啦[财迷][财迷][财迷]//<a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","listText":"Replying to <a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:现在是不是该分钱给我啦[财迷][财迷][财迷]//<a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","text":"Replying to 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万科爆雷的时候抄底的万物云，收益颇丰，算不算是“反过来想”呢？","images":[{"img":"https://static.tigerbbs.com/e465658453a66d6912d57671fb294c7f","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306797525713096","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291259095032080,"gmtCreate":1712134064413,"gmtModify":1712134065830,"author":{"id":"3457599209868304","authorId":"3457599209868304","name":"波波斯基","avatar":"https://static.tigerbbs.com/ce72639bdff059fab0f10ba871754e68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3457599209868304","idStr":"3457599209868304"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291259095032080","repostId":"291269755592720","repostType":1,"repost":{"id":291269755592720,"gmtCreate":1712132882410,"gmtModify":1712132974544,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20722186463466","idStr":"20722186463466"},"themes":[],"title":"【虎友投资说】特斯拉要完蛋？赛道蓝海变红海，最低跌到110？！","htmlText":"昨晚 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 盘前发布了2024Q1的产销数据，交付了38.7万辆，远不及分析师预期[打脸]，同比下降8.53%，这也是近四年首次录得同比下降。基于此，特斯拉股价大跌4.9%，截止目前，盘后仍持续跌势[看跌]。今年特斯拉表现一直不佳，本次的大跌仅是开始还是利空出尽，现在能否抄底？有哪些策略能让我们在当下行情中受益？“卷王”小米的入场，又会给特斯拉带来哪些影响呢？本期大咖云集，建议各位虎友可以点赞收藏转发哦[你懂的][你懂的]不看好特斯拉前景 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 <a href=\"https://laohu8.com/U/4127170836475452\">@yesh13</a> 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也如此","listText":"昨晚 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 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不是很看好特斯拉了。如果仅仅把特斯拉看成是一个电动车企业，面临中国车企的激烈竞争，特斯拉优势已不明显，且估值太高。如果把特斯拉看成一个人工智能企业，AI大模型的不断进化又使它处于一个很尴尬的境地：它有可能点错了科技树，走错了方向。 @yesh13 特斯拉看到165/160/155/150，然后可以看到120，因为电车板块已经被资金抛弃了。四月至少还有两次大跳水，建议大家保险带系好。特斯拉就是大胆空，只要拉高就空。逻辑讲一下，因为电车市场趋于饱和，蓝海变红海。其次是马斯克多年画的大饼至今无法兑现，因为趋势的改变，即使兑现了也提升不了销量，没有销量就没有一切。fsd就是冷饭热炒，要到普及应用层面几乎没有可能，这涉及到每个国家法律基本面的问题。核心问题是马斯克这些年都是用做快消品的理念做工业品，这只能是短期效应。 $小米集团-W(01810)$ 也如此","images":[{"img":"https://static.tigerbbs.com/ec84777d04856173e6957a42568f5e40","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/5a85a1311a3b28b4dfbe7a57296710ae","width":"876","height":"491"},{"img":"https://static.tigerbbs.com/bd2911d49eb69aba3d1f63bfd7c25c88","width":"414","height":"794"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291269755592720","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3173,"gmtBegin":1712132926447,"gmtEnd":1712737710827,"type":1,"upper":1,"title":"你认为特斯拉股票能跌到多少？","choices":[{"id":11479,"sort":1,"name":"现在就是底部 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