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小虎不下山
06-13
$Faraday Future(FFIE)$
大家都在嘲笑贾总,但是ffie品牌车辆生产快十年了,迄今为止没有一台车出现交通事故,无一人伤亡,无一台自燃,所有汽车维修店目前无一家能接到ffie车主的生意,就问小米,BYD,特斯拉,理想,蔚来等新能源车企哪家能做到?
小虎不下山
06-11
$拼多多(PDD)$
拼多多在这次财报上获利20%,不过觉得好玩的点是研究了那么多业务增长逻辑、企业管理和技术以后,突然发现,拼多多竟然是线上Costco。Costco是美国的好市多零售商,是芒格很推崇的公司。它已经存在几十年了,拼多多其实也在学习它,用户第一,通过极致低价获取用户忠诚度,形成公司壁垒。
小虎不下山
06-04
$蔚来(NIO)$
蔚来到年底双品牌有个3.5万月销量是名牌,你看得到,华尔街基金经理也看得到,要涨现在就该涨了,根本不会给你上车机会!如果月销量3.5万是上300亿的理由,那么月销35万辆的比亚迪是不是该3000亿美元?你要跟特斯拉比估值,那我告诉你特斯拉还有可能跌呢。关键的问题是现在对新势力的估值模型,看销量但更看盈利,2020年的时候是看想象力,其它都不重要,年代变了不要刻舟求剑。月销3万辆的理想能盈利100多亿,但是双品牌月销量4万的蔚来净利润肯定是负数!不谈车价多少(因为比价格蔚来更不是6万~100万全覆盖的比亚迪系的对手,高端也不是问界M9的对手)。只比补能,谁更方便性,使用成本的低廉性,可以说纯电120公里,馈电一箱油2500㎞的比亚迪第五代DMi吊打所有燃油车纯电车,一公里一毛八,补能站几十万座,连续行驶2500㎞不用充电不用加油不用换电,蔚来换电再方便能有比亚迪混动方便?别跟我说拿蔚来和10万的车比,难道这套油耗低到极致的系统不能装在比亚迪系20万,30万以上的车型上?也别跟我拿25万以上纯电销量谁牛逼来杠,25万以上纯电销量蔚来一样输给比亚迪全系总和。只拿纯电比,相当于宣称百米赛跑断一条腿的选手里我蔚来是第一名,因为四支建全,混动纯电都有的选手都没参赛资格么,你当然第一,定语加的越多,谁都是第一!如果补上自动驾驶的短板或者直接安装上大疆的自动驾驶,可以说比亚迪是独孤求败的存在。月销量4万以后,如何让头部资本相信很快能月销到8万辆,才真正有涨到300亿美金市值的可能。就算年销量120万辆,蔚来的净利润都不一定比长城汽车多,长城汽车海外销量去年超过30万辆,同比增长50%,燃油纯电混动智能化全做。是一个已经年销量120万+且海外快
小虎不下山
05-31
$特斯拉(TSLA)$
那个时代过去了,等多几年再来吧,饼也是要时间发酵的,不然不好吃,吃了吐出来。新时代核心已经排除特斯拉了,边缘想要进入核心没那么容易,马大嘴不务正业领导失误,过去两年没有拼尽全力,错过了进入核心的最后机会!
小虎不下山
05-30
$小米集团-W(01810)$
我猛地发现一个大问题,雷厂长在任何公开场合都没有提过小米股票,是不是太忙把这档子事给忘了,强烈建议雷厂长在公开场合宣传一下,大声说我们的股票是百元以内最好的,最有性价比的,我就不信这货老是按在地板上摩擦。
小虎不下山
05-29
$小米集团-W(01810)$
简单的说两句,还有很多没说完全,想补充的可以自行补充哈。1.经济下行,消费观念转变。拼多多已经证明了它的价值。小米对中低端市场的市场占有率绝对是统治级的。2.国家对大家电的补贴,电动车的补贴,小米占了两样。3.小米财报并没有问题,手机市场也在逐步复苏,高端市场的开发也基本形成。4.一家有着多方面供血能力的企业,在国内电动车环境这么内卷的情况下还是有很大优势的。5.这绝对是一只合适长期投资的股票。
小虎不下山
05-27
$美国超微公司(AMD)$
我感觉AMD涨不上去的,因为它受到上升轨道压制,等它上170,我铁定跳水。大家自己根据经验判断吧。
小虎不下山
05-24
$游戏驿站(GME)$
过去式了,大家都别在这里死守了,没热度就得赶紧离场啊。大家都快点采取行动吧,机会不等人。
小虎不下山
05-23
$拼多多(PDD)$
淘宝与拼多多的运营方式不同。淘宝的思维是制造“精英阶层”,希望消费升级,培养忠于平台和忠于商家的消费者,因此,一家多年运营的皇冠店铺先天就有着无可比拟的“阶级优势”,而后来者进入的难度很大。但拼多多更多是“打破阶层”,大力向买家倾斜,反过来让商家竞价,并且更多聚焦SKU,弱化商家店铺以及品牌。经常能看到,一家有上亿流水的店铺推一个新品类的时候照样要投入大量资源与新入局者同时竞争,赛道较为公平。
小虎不下山
05-21
$腾讯控股(00700)$
大家都期望腾讯回购会带动股价,以巨大笨象身躯是需要市场推动才会大升!细价股另作别论!
小虎不下山
05-20
$AMC院线(AMC)$
即便是炒meme股也得看技术面,底层逻辑是推动股价上涨的主力还是对冲基金等机构,并不是散户。如果连基本面和技术面都不看就来炒股,纯纯是送钱来的,亏钱自然也是水到渠成。技术面,继续保持,amc本周股价翻倍概率80%,下周90%,下下周99%。
小虎不下山
05-17
$美团-W(03690)$
于二个月前,我曾经过详细分析,美团必可重上120元以上,当天所有人笑我太天真,事实证明了一切!我重申一次,2024Q1财报前,必可直指150元,大家拭目以待。题外话,感谢美团给的接近翻倍行情,我买了一件美团配色的短袖哈哈哈。
小虎不下山
05-15
$超微电脑(SMCI)$
超微电脑的先发优势在下降,主要有三点:一是采购GPU等待时间已下降到1个月之内,拿卡优势已然无存;二是竞争对手也具备液冷AI服务器的装备能力,在新显卡的适配上并无优势;三是显卡性能和需求的提升,GPU集群化能力成为争夺新阵地,服务器的主板、电源等配比率下降。
小虎不下山
05-14
$哔哩哔哩(BILI)$
看空哔哩哔哩的人太多了。它占据这个独一无二的生态位,却把公司和股价经营成这样,也是醉了。
小虎不下山
05-13
$Marathon Digital Holdings Inc(MARA)$
mara这业绩闭着眼睛加仓它也不过分吧,等待庄家再洗一轮,它的价值自然就会浮现的。一起耐心等待吧。
小虎不下山
05-09
$ARM Holdings Ltd(ARM)$
无论Arm的利润率高不高,与它给股东带来的回报相比而言,这只股票实在是太昂贵了。该股票是在晨星公司的目标价格附近上市的,我认为这个目标实际上可能是激进的,没有迹象表明市场会支持从2022年到2030年的专利费增长两倍。
小虎不下山
05-08
$苹果(AAPL)$
笑死我了,前两天还跳空高开,华尔街就是一群只看盈利预期和数据的炒作狗,天天升级个芯片就以为能带来良好销售,air高刷都不给,下一代iphone估计也改个芯片就拿来卖。大家慢慢等销售的数据吧,我还真不信有人为此买单呢。
小虎不下山
05-07
$英伟达(NVDA)$
厨子看来似乎已经黔驴技穷了,看到股神大量抛售自家股票,却无计可施,拍拍脑袋想出个造芯片的妙招。然而,并没有意识到,GPU领域在十年前已经有老黄开始布局,护城河层层加固,这岂是厨子脑袋一灵光就能赶超的呢,哎哟?
小虎不下山
05-06
$蔚来(NIO)$
新车乐道还未发布,销量已逐步上升。五一期间,湖南地区锁单205辆,估算全国锁单6、7000辆。本月还有子品牌乐道新车发布,预计本月全国销量两万台。
小虎不下山
04-25
$小米集团-W(01810)$
小米造车的不同之处在于有自己大量的资金(现金)去研发,相比于其他的车企靠集资。好像是当初一大推资本要入资成立独立IPO的公司,雷总拒绝了。
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data-views=\"0\"></v-v>蔚来到年底双品牌有个3.5万月销量是名牌,你看得到,华尔街基金经理也看得到,要涨现在就该涨了,根本不会给你上车机会!如果月销量3.5万是上300亿的理由,那么月销35万辆的比亚迪是不是该3000亿美元?你要跟特斯拉比估值,那我告诉你特斯拉还有可能跌呢。关键的问题是现在对新势力的估值模型,看销量但更看盈利,2020年的时候是看想象力,其它都不重要,年代变了不要刻舟求剑。月销3万辆的理想能盈利100多亿,但是双品牌月销量4万的蔚来净利润肯定是负数!不谈车价多少(因为比价格蔚来更不是6万~100万全覆盖的比亚迪系的对手,高端也不是问界M9的对手)。只比补能,谁更方便性,使用成本的低廉性,可以说纯电120公里,馈电一箱油2500㎞的比亚迪第五代DMi吊打所有燃油车纯电车,一公里一毛八,补能站几十万座,连续行驶2500㎞不用充电不用加油不用换电,蔚来换电再方便能有比亚迪混动方便?别跟我说拿蔚来和10万的车比,难道这套油耗低到极致的系统不能装在比亚迪系20万,30万以上的车型上?也别跟我拿25万以上纯电销量谁牛逼来杠,25万以上纯电销量蔚来一样输给比亚迪全系总和。只拿纯电比,相当于宣称百米赛跑断一条腿的选手里我蔚来是第一名,因为四支建全,混动纯电都有的选手都没参赛资格么,你当然第一,定语加的越多,谁都是第一!如果补上自动驾驶的短板或者直接安装上大疆的自动驾驶,可以说比亚迪是独孤求败的存在。月销量4万以后,如何让头部资本相信很快能月销到8万辆,才真正有涨到300亿美金市值的可能。就算年销量120万辆,蔚来的净利润都不一定比长城汽车多,长城汽车海外销量去年超过30万辆,同比增长50%,燃油纯电混动智能化全做。是一个已经年销量120万+且海外快","text":"$蔚来(NIO)$ 蔚来到年底双品牌有个3.5万月销量是名牌,你看得到,华尔街基金经理也看得到,要涨现在就该涨了,根本不会给你上车机会!如果月销量3.5万是上300亿的理由,那么月销35万辆的比亚迪是不是该3000亿美元?你要跟特斯拉比估值,那我告诉你特斯拉还有可能跌呢。关键的问题是现在对新势力的估值模型,看销量但更看盈利,2020年的时候是看想象力,其它都不重要,年代变了不要刻舟求剑。月销3万辆的理想能盈利100多亿,但是双品牌月销量4万的蔚来净利润肯定是负数!不谈车价多少(因为比价格蔚来更不是6万~100万全覆盖的比亚迪系的对手,高端也不是问界M9的对手)。只比补能,谁更方便性,使用成本的低廉性,可以说纯电120公里,馈电一箱油2500㎞的比亚迪第五代DMi吊打所有燃油车纯电车,一公里一毛八,补能站几十万座,连续行驶2500㎞不用充电不用加油不用换电,蔚来换电再方便能有比亚迪混动方便?别跟我说拿蔚来和10万的车比,难道这套油耗低到极致的系统不能装在比亚迪系20万,30万以上的车型上?也别跟我拿25万以上纯电销量谁牛逼来杠,25万以上纯电销量蔚来一样输给比亚迪全系总和。只拿纯电比,相当于宣称百米赛跑断一条腿的选手里我蔚来是第一名,因为四支建全,混动纯电都有的选手都没参赛资格么,你当然第一,定语加的越多,谁都是第一!如果补上自动驾驶的短板或者直接安装上大疆的自动驾驶,可以说比亚迪是独孤求败的存在。月销量4万以后,如何让头部资本相信很快能月销到8万辆,才真正有涨到300亿美金市值的可能。就算年销量120万辆,蔚来的净利润都不一定比长城汽车多,长城汽车海外销量去年超过30万辆,同比增长50%,燃油纯电混动智能化全做。是一个已经年销量120万+且海外快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313210908827696","isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311787169747112,"gmtCreate":1717147208463,"gmtModify":1717147210278,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>那个时代过去了,等多几年再来吧,饼也是要时间发酵的,不然不好吃,吃了吐出来。新时代核心已经排除特斯拉了,边缘想要进入核心没那么容易,马大嘴不务正业领导失误,过去两年没有拼尽全力,错过了进入核心的最后机会!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>那个时代过去了,等多几年再来吧,饼也是要时间发酵的,不然不好吃,吃了吐出来。新时代核心已经排除特斯拉了,边缘想要进入核心没那么容易,马大嘴不务正业领导失误,过去两年没有拼尽全力,错过了进入核心的最后机会!","text":"$特斯拉(TSLA)$ 那个时代过去了,等多几年再来吧,饼也是要时间发酵的,不然不好吃,吃了吐出来。新时代核心已经排除特斯拉了,边缘想要进入核心没那么容易,马大嘴不务正业领导失误,过去两年没有拼尽全力,错过了进入核心的最后机会!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/311787169747112","isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311440377065640,"gmtCreate":1717053659974,"gmtModify":1717053679951,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","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>我猛地发现一个大问题,雷厂长在任何公开场合都没有提过小米股票,是不是太忙把这档子事给忘了,强烈建议雷厂长在公开场合宣传一下,大声说我们的股票是百元以内最好的,最有性价比的,我就不信这货老是按在地板上摩擦。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>我猛地发现一个大问题,雷厂长在任何公开场合都没有提过小米股票,是不是太忙把这档子事给忘了,强烈建议雷厂长在公开场合宣传一下,大声说我们的股票是百元以内最好的,最有性价比的,我就不信这货老是按在地板上摩擦。","text":"$小米集团-W(01810)$ 我猛地发现一个大问题,雷厂长在任何公开场合都没有提过小米股票,是不是太忙把这档子事给忘了,强烈建议雷厂长在公开场合宣传一下,大声说我们的股票是百元以内最好的,最有性价比的,我就不信这货老是按在地板上摩擦。","images":[{"img":"https://static.tigerbbs.com/bc7bb1a1376fb2fbb1225e53c1f31b81","width":"720","height":"902"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311440377065640","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311103036346536,"gmtCreate":1716971301399,"gmtModify":1716972421532,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","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>简单的说两句,还有很多没说完全,想补充的可以自行补充哈。1.经济下行,消费观念转变。拼多多已经证明了它的价值。小米对中低端市场的市场占有率绝对是统治级的。2.国家对大家电的补贴,电动车的补贴,小米占了两样。3.小米财报并没有问题,手机市场也在逐步复苏,高端市场的开发也基本形成。4.一家有着多方面供血能力的企业,在国内电动车环境这么内卷的情况下还是有很大优势的。5.这绝对是一只合适长期投资的股票。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>简单的说两句,还有很多没说完全,想补充的可以自行补充哈。1.经济下行,消费观念转变。拼多多已经证明了它的价值。小米对中低端市场的市场占有率绝对是统治级的。2.国家对大家电的补贴,电动车的补贴,小米占了两样。3.小米财报并没有问题,手机市场也在逐步复苏,高端市场的开发也基本形成。4.一家有着多方面供血能力的企业,在国内电动车环境这么内卷的情况下还是有很大优势的。5.这绝对是一只合适长期投资的股票。","text":"$小米集团-W(01810)$ 简单的说两句,还有很多没说完全,想补充的可以自行补充哈。1.经济下行,消费观念转变。拼多多已经证明了它的价值。小米对中低端市场的市场占有率绝对是统治级的。2.国家对大家电的补贴,电动车的补贴,小米占了两样。3.小米财报并没有问题,手机市场也在逐步复苏,高端市场的开发也基本形成。4.一家有着多方面供血能力的企业,在国内电动车环境这么内卷的情况下还是有很大优势的。5.这绝对是一只合适长期投资的股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311103036346536","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310398466502824,"gmtCreate":1716799287277,"gmtModify":1716799288810,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>我感觉AMD涨不上去的,因为它受到上升轨道压制,等它上170,我铁定跳水。大家自己根据经验判断吧。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>我感觉AMD涨不上去的,因为它受到上升轨道压制,等它上170,我铁定跳水。大家自己根据经验判断吧。","text":"$美国超微公司(AMD)$ 我感觉AMD涨不上去的,因为它受到上升轨道压制,等它上170,我铁定跳水。大家自己根据经验判断吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310398466502824","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309362978328600,"gmtCreate":1716538007978,"gmtModify":1716538021315,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"0\"></v-v>过去式了,大家都别在这里死守了,没热度就得赶紧离场啊。大家都快点采取行动吧,机会不等人。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"0\"></v-v>过去式了,大家都别在这里死守了,没热度就得赶紧离场啊。大家都快点采取行动吧,机会不等人。","text":"$游戏驿站(GME)$ 过去式了,大家都别在这里死守了,没热度就得赶紧离场啊。大家都快点采取行动吧,机会不等人。","images":[{"img":"https://static.tigerbbs.com/93a277473dead20417afa2caa1fe8442","width":"720","height":"768"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309362978328600","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308954056589456,"gmtCreate":1716438307849,"gmtModify":1716438310596,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>淘宝与拼多多的运营方式不同。淘宝的思维是制造“精英阶层”,希望消费升级,培养忠于平台和忠于商家的消费者,因此,一家多年运营的皇冠店铺先天就有着无可比拟的“阶级优势”,而后来者进入的难度很大。但拼多多更多是“打破阶层”,大力向买家倾斜,反过来让商家竞价,并且更多聚焦SKU,弱化商家店铺以及品牌。经常能看到,一家有上亿流水的店铺推一个新品类的时候照样要投入大量资源与新入局者同时竞争,赛道较为公平。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>淘宝与拼多多的运营方式不同。淘宝的思维是制造“精英阶层”,希望消费升级,培养忠于平台和忠于商家的消费者,因此,一家多年运营的皇冠店铺先天就有着无可比拟的“阶级优势”,而后来者进入的难度很大。但拼多多更多是“打破阶层”,大力向买家倾斜,反过来让商家竞价,并且更多聚焦SKU,弱化商家店铺以及品牌。经常能看到,一家有上亿流水的店铺推一个新品类的时候照样要投入大量资源与新入局者同时竞争,赛道较为公平。","text":"$拼多多(PDD)$ 淘宝与拼多多的运营方式不同。淘宝的思维是制造“精英阶层”,希望消费升级,培养忠于平台和忠于商家的消费者,因此,一家多年运营的皇冠店铺先天就有着无可比拟的“阶级优势”,而后来者进入的难度很大。但拼多多更多是“打破阶层”,大力向买家倾斜,反过来让商家竞价,并且更多聚焦SKU,弱化商家店铺以及品牌。经常能看到,一家有上亿流水的店铺推一个新品类的时候照样要投入大量资源与新入局者同时竞争,赛道较为公平。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308954056589456","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308247460073616,"gmtCreate":1716265798934,"gmtModify":1716265800773,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>大家都期望腾讯回购会带动股价,以巨大笨象身躯是需要市场推动才会大升!细价股另作别论!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>大家都期望腾讯回购会带动股价,以巨大笨象身躯是需要市场推动才会大升!细价股另作别论!","text":"$腾讯控股(00700)$ 大家都期望腾讯回购会带动股价,以巨大笨象身躯是需要市场推动才会大升!细价股另作别论!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308247460073616","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307881797738640,"gmtCreate":1716176525904,"gmtModify":1716176527452,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> <v-v 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<v-v data-views=\"1\"></v-v>于二个月前,我曾经过详细分析,美团必可重上120元以上,当天所有人笑我太天真,事实证明了一切!我重申一次,2024Q1财报前,必可直指150元,大家拭目以待。题外话,感谢美团给的接近翻倍行情,我买了一件美团配色的短袖哈哈哈。","text":"$美团-W(03690)$ 于二个月前,我曾经过详细分析,美团必可重上120元以上,当天所有人笑我太天真,事实证明了一切!我重申一次,2024Q1财报前,必可直指150元,大家拭目以待。题外话,感谢美团给的接近翻倍行情,我买了一件美团配色的短袖哈哈哈。","images":[{"img":"https://static.tigerbbs.com/70df0f28e0adfd51eb43cb6f3c487efc","width":"770","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306878179725456","isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306171863105560,"gmtCreate":1715758927113,"gmtModify":1715758928863,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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超微电脑的先发优势在下降,主要有三点:一是采购GPU等待时间已下降到1个月之内,拿卡优势已然无存;二是竞争对手也具备液冷AI服务器的装备能力,在新显卡的适配上并无优势;三是显卡性能和需求的提升,GPU集群化能力成为争夺新阵地,服务器的主板、电源等配比率下降。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306171863105560","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305831706357784,"gmtCreate":1715675881032,"gmtModify":1715675898543,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>看空哔哩哔哩的人太多了。它占据这个独一无二的生态位,却把公司和股价经营成这样,也是醉了。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>看空哔哩哔哩的人太多了。它占据这个独一无二的生态位,却把公司和股价经营成这样,也是醉了。","text":"$哔哩哔哩(BILI)$ 看空哔哩哔哩的人太多了。它占据这个独一无二的生态位,却把公司和股价经营成这样,也是醉了。","images":[{"img":"https://static.tigerbbs.com/2f3dcb8e15837508f1a81da659ce252f","width":"1280","height":"692"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305831706357784","isVote":1,"tweetType":1,"viewCount":3520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305468651515928,"gmtCreate":1715587244596,"gmtModify":1715587254433,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v 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mara这业绩闭着眼睛加仓它也不过分吧,等待庄家再洗一轮,它的价值自然就会浮现的。一起耐心等待吧。","images":[{"img":"https://static.tigerbbs.com/03da21885a64eb654cfa4fc6e8bfc96a","width":"729","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305468651515928","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304057557119000,"gmtCreate":1715242739128,"gmtModify":1715242740926,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"0\"></v-v>无论Arm的利润率高不高,与它给股东带来的回报相比而言,这只股票实在是太昂贵了。该股票是在晨星公司的目标价格附近上市的,我认为这个目标实际上可能是激进的,没有迹象表明市场会支持从2022年到2030年的专利费增长两倍。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"0\"></v-v>无论Arm的利润率高不高,与它给股东带来的回报相比而言,这只股票实在是太昂贵了。该股票是在晨星公司的目标价格附近上市的,我认为这个目标实际上可能是激进的,没有迹象表明市场会支持从2022年到2030年的专利费增长两倍。","text":"$ARM Holdings Ltd(ARM)$ 无论Arm的利润率高不高,与它给股东带来的回报相比而言,这只股票实在是太昂贵了。该股票是在晨星公司的目标价格附近上市的,我认为这个目标实际上可能是激进的,没有迹象表明市场会支持从2022年到2030年的专利费增长两倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304057557119000","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303705337483288,"gmtCreate":1715156748006,"gmtModify":1715156994367,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","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>笑死我了,前两天还跳空高开,华尔街就是一群只看盈利预期和数据的炒作狗,天天升级个芯片就以为能带来良好销售,air高刷都不给,下一代iphone估计也改个芯片就拿来卖。大家慢慢等销售的数据吧,我还真不信有人为此买单呢。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>笑死我了,前两天还跳空高开,华尔街就是一群只看盈利预期和数据的炒作狗,天天升级个芯片就以为能带来良好销售,air高刷都不给,下一代iphone估计也改个芯片就拿来卖。大家慢慢等销售的数据吧,我还真不信有人为此买单呢。","text":"$苹果(AAPL)$ 笑死我了,前两天还跳空高开,华尔街就是一群只看盈利预期和数据的炒作狗,天天升级个芯片就以为能带来良好销售,air高刷都不给,下一代iphone估计也改个芯片就拿来卖。大家慢慢等销售的数据吧,我还真不信有人为此买单呢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303705337483288","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303252406796440,"gmtCreate":1715071666126,"gmtModify":1715071667813,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","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>厨子看来似乎已经黔驴技穷了,看到股神大量抛售自家股票,却无计可施,拍拍脑袋想出个造芯片的妙招。然而,并没有意识到,GPU领域在十年前已经有老黄开始布局,护城河层层加固,这岂是厨子脑袋一灵光就能赶超的呢,哎哟?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>厨子看来似乎已经黔驴技穷了,看到股神大量抛售自家股票,却无计可施,拍拍脑袋想出个造芯片的妙招。然而,并没有意识到,GPU领域在十年前已经有老黄开始布局,护城河层层加固,这岂是厨子脑袋一灵光就能赶超的呢,哎哟?","text":"$英伟达(NVDA)$ 厨子看来似乎已经黔驴技穷了,看到股神大量抛售自家股票,却无计可施,拍拍脑袋想出个造芯片的妙招。然而,并没有意识到,GPU领域在十年前已经有老黄开始布局,护城河层层加固,这岂是厨子脑袋一灵光就能赶超的呢,哎哟?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303252406796440","isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302944260190360,"gmtCreate":1714996435021,"gmtModify":1714996436751,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","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>新车乐道还未发布,销量已逐步上升。五一期间,湖南地区锁单205辆,估算全国锁单6、7000辆。本月还有子品牌乐道新车发布,预计本月全国销量两万台。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>新车乐道还未发布,销量已逐步上升。五一期间,湖南地区锁单205辆,估算全国锁单6、7000辆。本月还有子品牌乐道新车发布,预计本月全国销量两万台。","text":"$蔚来(NIO)$ 新车乐道还未发布,销量已逐步上升。五一期间,湖南地区锁单205辆,估算全国锁单6、7000辆。本月还有子品牌乐道新车发布,预计本月全国销量两万台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302944260190360","isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299012740931592,"gmtCreate":1714035788601,"gmtModify":1714035790241,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","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>小米造车的不同之处在于有自己大量的资金(现金)去研发,相比于其他的车企靠集资。好像是当初一大推资本要入资成立独立IPO的公司,雷总拒绝了。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>小米造车的不同之处在于有自己大量的资金(现金)去研发,相比于其他的车企靠集资。好像是当初一大推资本要入资成立独立IPO的公司,雷总拒绝了。","text":"$小米集团-W(01810)$ 小米造车的不同之处在于有自己大量的资金(现金)去研发,相比于其他的车企靠集资。好像是当初一大推资本要入资成立独立IPO的公司,雷总拒绝了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299012740931592","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":316455846588528,"gmtCreate":1718267645258,"gmtModify":1718267647084,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>大家都在嘲笑贾总,但是ffie品牌车辆生产快十年了,迄今为止没有一台车出现交通事故,无一人伤亡,无一台自燃,所有汽车维修店目前无一家能接到ffie车主的生意,就问小米,BYD,特斯拉,理想,蔚来等新能源车企哪家能做到?","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>大家都在嘲笑贾总,但是ffie品牌车辆生产快十年了,迄今为止没有一台车出现交通事故,无一人伤亡,无一台自燃,所有汽车维修店目前无一家能接到ffie车主的生意,就问小米,BYD,特斯拉,理想,蔚来等新能源车企哪家能做到?","text":"$Faraday Future(FFIE)$ 大家都在嘲笑贾总,但是ffie品牌车辆生产快十年了,迄今为止没有一台车出现交通事故,无一人伤亡,无一台自燃,所有汽车维修店目前无一家能接到ffie车主的生意,就问小米,BYD,特斯拉,理想,蔚来等新能源车企哪家能做到?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/316455846588528","isVote":1,"tweetType":1,"viewCount":7079,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"197865843806300","authorId":"197865843806300","authorIdStr":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"你想假药的车的交通事故率超过9%还是18%[笑哭]","text":"你想假药的车的交通事故率超过9%还是18%[笑哭]","html":"你想假药的车的交通事故率超过9%还是18%[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271823908511752,"gmtCreate":1707385860612,"gmtModify":1707385861828,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 呵呵,幸好我有张看跌期权,给我使劲跌啊拼多多。根据我的分析,拼多多的股价可能还会继续下跌。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 呵呵,幸好我有张看跌期权,给我使劲跌啊拼多多。根据我的分析,拼多多的股价可能还会继续下跌。","text":"$拼多多(PDD)$ 呵呵,幸好我有张看跌期权,给我使劲跌啊拼多多。根据我的分析,拼多多的股价可能还会继续下跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271823908511752","isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256839444402224,"gmtCreate":1703733736450,"gmtModify":1703734317803,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米最近备受关注,但是我们需要关注小米公司的两个重要问题。 首先,小米公司目前的基本盘主要在手机端业务,而手机市场竞争激烈,国内有着诸如oppo、Vivo、华为等竞争对手,形成了存量市场。虽然海外市场占比正在提升,但由于印度投资事件、贸易战等外部因素,经济也在持续下行,因此对于小米来说,海外市场能否持续增长存在一定的不确定性。 其次,电动汽车行业目前已经成为一个竞争激烈的领域,被形容为血海而非红海。在这个行业中,已经有许多公司倒闭。电动三傻中,只有理想汽车实现了盈利,其他两家公司则存在随时倒闭或被收购的风险。除此之外,比亚迪、华为等公司以及传统的油车巨头也在竞争激烈。在这个背景下,小米是否能够在电动汽车领域脱颖而出,成为一条血路的开创者仍然是一个未知数。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米最近备受关注,但是我们需要关注小米公司的两个重要问题。 首先,小米公司目前的基本盘主要在手机端业务,而手机市场竞争激烈,国内有着诸如oppo、Vivo、华为等竞争对手,形成了存量市场。虽然海外市场占比正在提升,但由于印度投资事件、贸易战等外部因素,经济也在持续下行,因此对于小米来说,海外市场能否持续增长存在一定的不确定性。 其次,电动汽车行业目前已经成为一个竞争激烈的领域,被形容为血海而非红海。在这个行业中,已经有许多公司倒闭。电动三傻中,只有理想汽车实现了盈利,其他两家公司则存在随时倒闭或被收购的风险。除此之外,比亚迪、华为等公司以及传统的油车巨头也在竞争激烈。在这个背景下,小米是否能够在电动汽车领域脱颖而出,成为一条血路的开创者仍然是一个未知数。","text":"$小米集团-W(01810)$ 小米最近备受关注,但是我们需要关注小米公司的两个重要问题。 首先,小米公司目前的基本盘主要在手机端业务,而手机市场竞争激烈,国内有着诸如oppo、Vivo、华为等竞争对手,形成了存量市场。虽然海外市场占比正在提升,但由于印度投资事件、贸易战等外部因素,经济也在持续下行,因此对于小米来说,海外市场能否持续增长存在一定的不确定性。 其次,电动汽车行业目前已经成为一个竞争激烈的领域,被形容为血海而非红海。在这个行业中,已经有许多公司倒闭。电动三傻中,只有理想汽车实现了盈利,其他两家公司则存在随时倒闭或被收购的风险。除此之外,比亚迪、华为等公司以及传统的油车巨头也在竞争激烈。在这个背景下,小米是否能够在电动汽车领域脱颖而出,成为一条血路的开创者仍然是一个未知数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256839444402224","isVote":1,"tweetType":1,"viewCount":3380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283147548614728,"gmtCreate":1710153943152,"gmtModify":1710153962169,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 我来告诉你们为什么这样吧,因为你们只要不割肉他就不会涨,一天不会让你安宁,想涨就割肉离场,已经没有别的什么选择了,这么基本盘分析走势胡扯,没有资质的人在那里胡说就跟路边遇到算命的一样,过过嘴瘾就行了哈。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 我来告诉你们为什么这样吧,因为你们只要不割肉他就不会涨,一天不会让你安宁,想涨就割肉离场,已经没有别的什么选择了,这么基本盘分析走势胡扯,没有资质的人在那里胡说就跟路边遇到算命的一样,过过嘴瘾就行了哈。","text":"$英特尔(INTC)$ 我来告诉你们为什么这样吧,因为你们只要不割肉他就不会涨,一天不会让你安宁,想涨就割肉离场,已经没有别的什么选择了,这么基本盘分析走势胡扯,没有资质的人在那里胡说就跟路边遇到算命的一样,过过嘴瘾就行了哈。","images":[{"img":"https://static.tigerbbs.com/3a82955386ad71af9bdd17f06027d0c1","width":"720","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/283147548614728","isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575633005320031","authorId":"3575633005320031","authorIdStr":"3575633005320031","name":"我牛币","avatar":"https://static.tigerbbs.com/18df52d797832ba4393feb52b348f6e7","crmLevel":5,"crmLevelSwitch":0},"content":"这票很奇葩、很反骨、有意思、","text":"这票很奇葩、很反骨、有意思、","html":"这票很奇葩、很反骨、有意思、"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":271823163494416,"gmtCreate":1707385736062,"gmtModify":1707386638781,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 我从达哥432的时候买入,到现在差不多已经翻倍了,长期期权也不知道翻了多少倍。我坚信,这只股票,对我来说,700元只是底部而已。我会持续坚定地持有,相信未来会有更多的增长空间,充分利用已经取得的丰厚回报。加油吧,皮卡丘!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 我从达哥432的时候买入,到现在差不多已经翻倍了,长期期权也不知道翻了多少倍。我坚信,这只股票,对我来说,700元只是底部而已。我会持续坚定地持有,相信未来会有更多的增长空间,充分利用已经取得的丰厚回报。加油吧,皮卡丘!","text":"$英伟达(NVDA)$ 我从达哥432的时候买入,到现在差不多已经翻倍了,长期期权也不知道翻了多少倍。我坚信,这只股票,对我来说,700元只是底部而已。我会持续坚定地持有,相信未来会有更多的增长空间,充分利用已经取得的丰厚回报。加油吧,皮卡丘!","images":[{"img":"https://static.tigerbbs.com/f464b00f3a5256f1fda208f3336e2096","width":"731","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271823163494416","isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":236448551055360,"gmtCreate":1698759391797,"gmtModify":1698759395708,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v><a href=\"https://laohu8.com/S/PDD.US\">$拼多多(PDD.US)$</a>大涨小跌中丐之光,目测$140。发财机会来了。 拼多多啊,它总是大涨小跌,像是投资中的一抹明亮。我估计它可能会飙升到$140,这可是发财的好机会啊,别错过![得意][得意][得意]","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v><a href=\"https://laohu8.com/S/PDD.US\">$拼多多(PDD.US)$</a>大涨小跌中丐之光,目测$140。发财机会来了。 拼多多啊,它总是大涨小跌,像是投资中的一抹明亮。我估计它可能会飙升到$140,这可是发财的好机会啊,别错过![得意][得意][得意]","text":"$拼多多(PDD)$ $拼多多(PDD.US)$大涨小跌中丐之光,目测$140。发财机会来了。 拼多多啊,它总是大涨小跌,像是投资中的一抹明亮。我估计它可能会飙升到$140,这可是发财的好机会啊,别错过![得意][得意][得意]","images":[{"img":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","width":"450","height":"268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236448551055360","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":266395171049760,"gmtCreate":1706069872149,"gmtModify":1706076777182,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 理想汽车目前的股价走势确实令人担忧,市场情况让人困扰。对于股价的大幅下跌,可能有多种因素影响,包括行业竞争、公司内部问题等。若大家有担忧感,可以考虑调整投资策略,谨慎观察市场动态。然而,市场波动难以预测,需谨慎判断。不过,重要的是保持冷静,不要盲目跟风,可以等待更明朗的信息再做决策,以降低风险。不过,我还是觉得形势不太好。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 理想汽车目前的股价走势确实令人担忧,市场情况让人困扰。对于股价的大幅下跌,可能有多种因素影响,包括行业竞争、公司内部问题等。若大家有担忧感,可以考虑调整投资策略,谨慎观察市场动态。然而,市场波动难以预测,需谨慎判断。不过,重要的是保持冷静,不要盲目跟风,可以等待更明朗的信息再做决策,以降低风险。不过,我还是觉得形势不太好。","text":"$理想汽车(LI)$ 理想汽车目前的股价走势确实令人担忧,市场情况让人困扰。对于股价的大幅下跌,可能有多种因素影响,包括行业竞争、公司内部问题等。若大家有担忧感,可以考虑调整投资策略,谨慎观察市场动态。然而,市场波动难以预测,需谨慎判断。不过,重要的是保持冷静,不要盲目跟风,可以等待更明朗的信息再做决策,以降低风险。不过,我还是觉得形势不太好。","images":[{"img":"https://static.tigerbbs.com/042550c4d88b9ec3267ec9b17aaac218","width":"953","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266395171049760","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":276426074755088,"gmtCreate":1708505833531,"gmtModify":1708505965922,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在我看来,微软的发展可以从正反面两个因素来思考:正面因素1. 微软计划在西班牙投资21亿美元扩大其人工智能和云计算基础设施。这一举措将在未来两年极大提升公司的AI及云服务能力,增强市场竞争力。2. 面对《纽约时报》因AI新闻生成工具而提起的诉讼,微软宣布与Semafor合作,利用AI技术辅助而非替代新闻记者,旨在革新新闻业,为记者提供多视角新闻内容创作的AI辅助。3. 微软支持的OpenAI公司估值达到800亿美元,这一里程碑展示了微软在AI领域的领先地位和未来潜力。负面因素1. 尽管微软AI领域取得显著进展,但其面临的竞争日益加剧,特别是在云计算和人工智能服务方面,如Amazon、Google等竞争对手也在积极扩展其服务。2. 微软在纽约时报诉讼中面对的法律和公关挑战,可能对其品牌形象和AI工具的推广产生一定影响。总体来说,我个人比较看好微软的未来发展,相信它会在人工智能领域继续发光发热!","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在我看来,微软的发展可以从正反面两个因素来思考:正面因素1. 微软计划在西班牙投资21亿美元扩大其人工智能和云计算基础设施。这一举措将在未来两年极大提升公司的AI及云服务能力,增强市场竞争力。2. 面对《纽约时报》因AI新闻生成工具而提起的诉讼,微软宣布与Semafor合作,利用AI技术辅助而非替代新闻记者,旨在革新新闻业,为记者提供多视角新闻内容创作的AI辅助。3. 微软支持的OpenAI公司估值达到800亿美元,这一里程碑展示了微软在AI领域的领先地位和未来潜力。负面因素1. 尽管微软AI领域取得显著进展,但其面临的竞争日益加剧,特别是在云计算和人工智能服务方面,如Amazon、Google等竞争对手也在积极扩展其服务。2. 微软在纽约时报诉讼中面对的法律和公关挑战,可能对其品牌形象和AI工具的推广产生一定影响。总体来说,我个人比较看好微软的未来发展,相信它会在人工智能领域继续发光发热!","text":"$微软(MSFT)$ 在我看来,微软的发展可以从正反面两个因素来思考:正面因素1. 微软计划在西班牙投资21亿美元扩大其人工智能和云计算基础设施。这一举措将在未来两年极大提升公司的AI及云服务能力,增强市场竞争力。2. 面对《纽约时报》因AI新闻生成工具而提起的诉讼,微软宣布与Semafor合作,利用AI技术辅助而非替代新闻记者,旨在革新新闻业,为记者提供多视角新闻内容创作的AI辅助。3. 微软支持的OpenAI公司估值达到800亿美元,这一里程碑展示了微软在AI领域的领先地位和未来潜力。负面因素1. 尽管微软AI领域取得显著进展,但其面临的竞争日益加剧,特别是在云计算和人工智能服务方面,如Amazon、Google等竞争对手也在积极扩展其服务。2. 微软在纽约时报诉讼中面对的法律和公关挑战,可能对其品牌形象和AI工具的推广产生一定影响。总体来说,我个人比较看好微软的未来发展,相信它会在人工智能领域继续发光发热!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/276426074755088","isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259450504904704,"gmtCreate":1704370245271,"gmtModify":1704370248271,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 去年底入手了高途,导致我亏损了20个百分点。鉴于这次的经历,今年我已经决定不再考虑购买中概股,包括港股在内。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 去年底入手了高途,导致我亏损了20个百分点。鉴于这次的经历,今年我已经决定不再考虑购买中概股,包括港股在内。","text":"$高途(GOTU)$ 去年底入手了高途,导致我亏损了20个百分点。鉴于这次的经历,今年我已经决定不再考虑购买中概股,包括港股在内。","images":[{"img":"https://static.tigerbbs.com/e7819e9e431379da1fb7e5cffef97613","width":"908","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259450504904704","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":277099339378760,"gmtCreate":1708682182454,"gmtModify":1708682183791,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 不要灰心,不要心急,这个股票的空间比英伟达大多了!继续期待吧!加油加油加油!未来可期!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 不要灰心,不要心急,这个股票的空间比英伟达大多了!继续期待吧!加油加油加油!未来可期!","text":"$Coinbase Global, Inc.(COIN)$ 不要灰心,不要心急,这个股票的空间比英伟达大多了!继续期待吧!加油加油加油!未来可期!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277099339378760","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276070920360040,"gmtCreate":1708418996840,"gmtModify":1708418998752,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来服务区内的电池交换站数量有限,且多集中在热门服务区,导致节假日更加拥挤,难以顺利进入换电站。此外,需排队等候进入服务区和换电池,加上车辆续航里程短,用户体验受到影响。相比之下,增程车拥有更长的续航里程,比如能直接行驶600公里甚至1000公里只需加一次油,而蔚来车型行驶1000公里则需进行六七次电池更换,显然不及增程车的便利。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来服务区内的电池交换站数量有限,且多集中在热门服务区,导致节假日更加拥挤,难以顺利进入换电站。此外,需排队等候进入服务区和换电池,加上车辆续航里程短,用户体验受到影响。相比之下,增程车拥有更长的续航里程,比如能直接行驶600公里甚至1000公里只需加一次油,而蔚来车型行驶1000公里则需进行六七次电池更换,显然不及增程车的便利。","text":"$蔚来(NIO)$ 蔚来服务区内的电池交换站数量有限,且多集中在热门服务区,导致节假日更加拥挤,难以顺利进入换电站。此外,需排队等候进入服务区和换电池,加上车辆续航里程短,用户体验受到影响。相比之下,增程车拥有更长的续航里程,比如能直接行驶600公里甚至1000公里只需加一次油,而蔚来车型行驶1000公里则需进行六七次电池更换,显然不及增程车的便利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/276070920360040","isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585526510514447","authorId":"3585526510514447","authorIdStr":"3585526510514447","name":"JackYP","avatar":"https://static.tigerbbs.com/3004d9558b93cc5e05b67a7019d4ee43","crmLevel":5,"crmLevelSwitch":0},"content":"你硬要黑也不用这么黑吧… 600公里换点六七次?合着慢点只能跑一百多公里??你不要带节奏了","text":"你硬要黑也不用这么黑吧… 600公里换点六七次?合着慢点只能跑一百多公里??你不要带节奏了","html":"你硬要黑也不用这么黑吧… 600公里换点六七次?合着慢点只能跑一百多公里??你不要带节奏了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271450482987024,"gmtCreate":1707294749610,"gmtModify":1707294750890,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 根据我的判断,英伟达股票的股价基本要回调到410的位置,当然这只是我的个人判断,仅供大家参考哈。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 根据我的判断,英伟达股票的股价基本要回调到410的位置,当然这只是我的个人判断,仅供大家参考哈。","text":"$英伟达(NVDA)$ 根据我的判断,英伟达股票的股价基本要回调到410的位置,当然这只是我的个人判断,仅供大家参考哈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/271450482987024","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550079459427030","authorId":"3550079459427030","authorIdStr":"3550079459427030","name":"蓝蓝白云天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"顶部阴包阳,赶快大逃亡,感觉主力要开始埋高位接盘的了","text":"顶部阴包阳,赶快大逃亡,感觉主力要开始埋高位接盘的了","html":"顶部阴包阳,赶快大逃亡,感觉主力要开始埋高位接盘的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257217298018304,"gmtCreate":1703825871396,"gmtModify":1703828290284,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 一旦参与了投资,最好保持稳定,不要轻易撤离。可能在未来短期内,现货比特币ETF有很大概率会被批准。在这之前,是进行炒作的最佳时机,当然这只是我的个人观点,仅供参考。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 一旦参与了投资,最好保持稳定,不要轻易撤离。可能在未来短期内,现货比特币ETF有很大概率会被批准。在这之前,是进行炒作的最佳时机,当然这只是我的个人观点,仅供参考。","text":"$嘉楠科技(CAN)$ 一旦参与了投资,最好保持稳定,不要轻易撤离。可能在未来短期内,现货比特币ETF有很大概率会被批准。在这之前,是进行炒作的最佳时机,当然这只是我的个人观点,仅供参考。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257217298018304","isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276788781801544,"gmtCreate":1708594995128,"gmtModify":1708595015876,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉的投资经历让我在股市中锻炼了心智,这段经历算是一次有益的收获。最近我清了英伟达的仓位,将全部仓位加仓到了特斯拉,这让我心情格外特别。这个决策是经过深思熟虑的,希望在特斯拉的表现中获得更多回报。对于未来的投资,我充满信心,期待特斯拉的表现能够为我的投资带来更加丰厚的回报。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉的投资经历让我在股市中锻炼了心智,这段经历算是一次有益的收获。最近我清了英伟达的仓位,将全部仓位加仓到了特斯拉,这让我心情格外特别。这个决策是经过深思熟虑的,希望在特斯拉的表现中获得更多回报。对于未来的投资,我充满信心,期待特斯拉的表现能够为我的投资带来更加丰厚的回报。","text":"$特斯拉(TSLA)$ 特斯拉的投资经历让我在股市中锻炼了心智,这段经历算是一次有益的收获。最近我清了英伟达的仓位,将全部仓位加仓到了特斯拉,这让我心情格外特别。这个决策是经过深思熟虑的,希望在特斯拉的表现中获得更多回报。对于未来的投资,我充满信心,期待特斯拉的表现能够为我的投资带来更加丰厚的回报。","images":[{"img":"https://static.tigerbbs.com/580cfa35696df0aa28c6da536abffc1a","width":"720","height":"744"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/276788781801544","isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481670259882814","authorId":"3481670259882814","authorIdStr":"3481670259882814","name":"汪金宝","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"看来也就是一个新能源汽车企业而已,搞不出什么花样啊","text":"看来也就是一个新能源汽车企业而已,搞不出什么花样啊","html":"看来也就是一个新能源汽车企业而已,搞不出什么花样啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":270681763205128,"gmtCreate":1707107016543,"gmtModify":1707107017781,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 我认为英伟达的价值不值得如此高估,其股价就应该在200左右。建议投资者都保持理性,避免盲目跟风。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 我认为英伟达的价值不值得如此高估,其股价就应该在200左右。建议投资者都保持理性,避免盲目跟风。","text":"$英伟达(NVDA)$ 我认为英伟达的价值不值得如此高估,其股价就应该在200左右。建议投资者都保持理性,避免盲目跟风。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/270681763205128","isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"290453790419835","authorId":"290453790419835","authorIdStr":"290453790419835","name":"财富888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"哈哈 200有人在这么说 400有人在这么说 600也有人在这么说 然后 就是越来越高","text":"哈哈 200有人在这么说 400有人在这么说 600也有人在这么说 然后 就是越来越高","html":"哈哈 200有人在这么说 400有人在这么说 600也有人在这么说 然后 就是越来越高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256899072913408,"gmtCreate":1703748179720,"gmtModify":1703748402670,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 在股市开盘前,可能是因为国内投资者在抛售,受到监管方面的担忧。不过,拼多多的市值增长主要得益于temu,而且主要股东是海外持有者。我觉得可以考虑在股价回落时低吸一些。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 在股市开盘前,可能是因为国内投资者在抛售,受到监管方面的担忧。不过,拼多多的市值增长主要得益于temu,而且主要股东是海外持有者。我觉得可以考虑在股价回落时低吸一些。","text":"$拼多多(PDD)$ 在股市开盘前,可能是因为国内投资者在抛售,受到监管方面的担忧。不过,拼多多的市值增长主要得益于temu,而且主要股东是海外持有者。我觉得可以考虑在股价回落时低吸一些。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256899072913408","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284622100430888,"gmtCreate":1710494877685,"gmtModify":1710494903458,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 马大嘴根本没有足够的时间管特斯拉,搞spaceX、脑机接口、Tsla、Twitter、无聊公司,每间公司要处理的项目多得恐怖,就算马总如何天才,别忘记他是普通凡人不是神,我宁愿投资的公司像nvda那样,老板只做一家公司,身家、性命、财产都在一个地方,那我就信了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 马大嘴根本没有足够的时间管特斯拉,搞spaceX、脑机接口、Tsla、Twitter、无聊公司,每间公司要处理的项目多得恐怖,就算马总如何天才,别忘记他是普通凡人不是神,我宁愿投资的公司像nvda那样,老板只做一家公司,身家、性命、财产都在一个地方,那我就信了。","text":"$特斯拉(TSLA)$ 马大嘴根本没有足够的时间管特斯拉,搞spaceX、脑机接口、Tsla、Twitter、无聊公司,每间公司要处理的项目多得恐怖,就算马总如何天才,别忘记他是普通凡人不是神,我宁愿投资的公司像nvda那样,老板只做一家公司,身家、性命、财产都在一个地方,那我就信了。","images":[{"img":"https://static.tigerbbs.com/17e41c44e2b024d831d5fdeba19f60b5","width":"897","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/284622100430888","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257218468868096,"gmtCreate":1703826157249,"gmtModify":1703826159475,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> B站的护城河在于那些富有创造力想象力的UP主们,而游戏仅是目前用来增加额外收入的战术手段罢了。只要B站能够保持对创作者的激励,使其创作保持活跃,并建立起一种良性循环,那么B站的娱乐帝国才能真正崛起呀!!!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> B站的护城河在于那些富有创造力想象力的UP主们,而游戏仅是目前用来增加额外收入的战术手段罢了。只要B站能够保持对创作者的激励,使其创作保持活跃,并建立起一种良性循环,那么B站的娱乐帝国才能真正崛起呀!!!","text":"$哔哩哔哩(BILI)$ B站的护城河在于那些富有创造力想象力的UP主们,而游戏仅是目前用来增加额外收入的战术手段罢了。只要B站能够保持对创作者的激励,使其创作保持活跃,并建立起一种良性循环,那么B站的娱乐帝国才能真正崛起呀!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/257218468868096","isVote":1,"tweetType":1,"viewCount":4955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513950802823958","authorId":"3513950802823958","authorIdStr":"3513950802823958","name":"blood","avatar":"https://static.tigerbbs.com/fb8f62709be0ccaa582a0c0cafc5e6b8","crmLevel":5,"crmLevelSwitch":0},"content":"然而up的忠诚度并不高,现在商业化公司运营都是全平台加外网,因为b给的报酬太低了。所以只能熬","text":"然而up的忠诚度并不高,现在商业化公司运营都是全平台加外网,因为b给的报酬太低了。所以只能熬","html":"然而up的忠诚度并不高,现在商业化公司运营都是全平台加外网,因为b给的报酬太低了。所以只能熬"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280994161021024,"gmtCreate":1709628116909,"gmtModify":1709628771023,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 各位撑住啊,这庄在这里来回磨,就是为了让大家交出筹码,好在之后拉升。都扛这么久了,别轻易交出筹码做韭菜了。京东这家公司的基本面没啥大问题。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 各位撑住啊,这庄在这里来回磨,就是为了让大家交出筹码,好在之后拉升。都扛这么久了,别轻易交出筹码做韭菜了。京东这家公司的基本面没啥大问题。","text":"$京东(JD)$ 各位撑住啊,这庄在这里来回磨,就是为了让大家交出筹码,好在之后拉升。都扛这么久了,别轻易交出筹码做韭菜了。京东这家公司的基本面没啥大问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/280994161021024","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437340877473194","authorId":"3437340877473194","authorIdStr":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":6,"crmLevelSwitch":0},"content":"话是没错,可遇到这么一个不护盘的主。下次真的没有下次了","text":"话是没错,可遇到这么一个不护盘的主。下次真的没有下次了","html":"话是没错,可遇到这么一个不护盘的主。下次真的没有下次了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279192640770120,"gmtCreate":1709193242365,"gmtModify":1709196650559,"author":{"id":"3479274688870549","authorId":"3479274688870549","authorIdStr":"3479274688870549","name":"小虎不下山","avatar":"https://static.laohu8.com/picture10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 财报整体上其实是非常亮眼的。除了每股收益不及预期外,其它一点毛病没有,连市场最敏感的2024财年指引也都非常积极和乐观。那马拉松数字控股Marathon Digital为什么跌?目前公司资产负债表上有15126枚比特币。问题就出在这里。先看一个细节,2023年12月13日,美国金融会计准则委员会发布了首个加密货币会计规则。不清楚为什么Mara没有像CLSK上次财报一样,采用新的FASB准则来核算资产和收益。上次CLSK采用新的会计准则,直接从亏损变为实现35%的净利润。如果按照新的会计准则,那么Mara的每股收益应该是0.66美元,但如果不采用就是-0.02。那每股收益也同样是远超花街分析师预期的。或许是为下一波冲锋打下坚实的基础。","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 财报整体上其实是非常亮眼的。除了每股收益不及预期外,其它一点毛病没有,连市场最敏感的2024财年指引也都非常积极和乐观。那马拉松数字控股Marathon Digital为什么跌?目前公司资产负债表上有15126枚比特币。问题就出在这里。先看一个细节,2023年12月13日,美国金融会计准则委员会发布了首个加密货币会计规则。不清楚为什么Mara没有像CLSK上次财报一样,采用新的FASB准则来核算资产和收益。上次CLSK采用新的会计准则,直接从亏损变为实现35%的净利润。如果按照新的会计准则,那么Mara的每股收益应该是0.66美元,但如果不采用就是-0.02。那每股收益也同样是远超花街分析师预期的。或许是为下一波冲锋打下坚实的基础。","text":"$Marathon Digital Holdings Inc(MARA)$ 财报整体上其实是非常亮眼的。除了每股收益不及预期外,其它一点毛病没有,连市场最敏感的2024财年指引也都非常积极和乐观。那马拉松数字控股Marathon Digital为什么跌?目前公司资产负债表上有15126枚比特币。问题就出在这里。先看一个细节,2023年12月13日,美国金融会计准则委员会发布了首个加密货币会计规则。不清楚为什么Mara没有像CLSK上次财报一样,采用新的FASB准则来核算资产和收益。上次CLSK采用新的会计准则,直接从亏损变为实现35%的净利润。如果按照新的会计准则,那么Mara的每股收益应该是0.66美元,但如果不采用就是-0.02。那每股收益也同样是远超花街分析师预期的。或许是为下一波冲锋打下坚实的基础。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/279192640770120","isVote":1,"tweetType":1,"viewCount":4469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4139058718469922","authorId":"4139058718469922","authorIdStr":"4139058718469922","name":"王翔__Shaun_","avatar":"https://static.tigerbbs.com/fc8ac0772fcb7a1c579be31063d2d018","crmLevel":1,"crmLevelSwitch":0},"content":"但是就是这个问题,搞得我短暂的亏损了好多。真的是太生气了。 问题是今年的Q1会不会用新的算法呢。哎","text":"但是就是这个问题,搞得我短暂的亏损了好多。真的是太生气了。 问题是今年的Q1会不会用新的算法呢。哎","html":"但是就是这个问题,搞得我短暂的亏损了好多。真的是太生气了。 问题是今年的Q1会不会用新的算法呢。哎"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}