越过山丘的明天的个人主页 - 老虎社区

越过山丘的明天

越过山丘的明天

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越过山丘的明天

03-03

什么新闻

越过山丘的明天

02-20

小米赚了小米花，阿里赚了淘宝花，消费内循环不就起来了嘛，我感觉上面应该是发现了这个死结就得这么去解，全面做多中国资产就是这个道理，同理大a今年也还有戏！

$阿里巴巴(BABA)$ $小米集团-W(01810)$

@越过山丘的明天:欢迎马云大佬回归！熟悉的马爸爸又来了！中国经济腾飞需要阿里！！阿里巴巴高管称，未来三年，集团在云和AI的基础设施投入预期将超越过去10年的总和，将大幅提升AI基础模型的研发投入，确保技术先进性和行业领先地位，并推动AI原生应用的发展$BABA 20250321 160.0 CALL$

越过山丘的明天

02-20

欢迎马云大佬回归！熟悉的马爸爸又来了！中国经济腾飞需要阿里！！阿里巴巴高管称，未来三年，集团在云和AI的基础设施投入预期将超越过去10年的总和，将大幅提升AI基础模型的研发投入，确保技术先进性和行业领先地位，并推动AI原生应用的发展$BABA 20250321 160.0 CALL$

越过山丘的明天

02-20

欢迎马云回归！！！熟悉的马云爸爸又回来了，中国经济腾飞需要阿里！ $BABA 20250321 160.0 CALL$

@价值投资为王:阿里财报超预期，股价飙升，中概股今夜无眠！

越过山丘的明天

01-31

花里胡哨

@杀手伍陆柒:$蔚来(NIO)$ 蔚来的换电邪教正在改写游戏规则！当同行还在比充电速度，李斌直接搞出“三分钟满血复活”的魔法。更绝的是把电池玩成金融产品——买车租电池、电池升级、电池返租，一套组合拳把电动车变成“无限续杯”的咖啡，做多做多

越过山丘的明天

01-28

你说啥了

@Waiting it happens:$小鹏汽车(XPEV)$ 不是，我帖子都去哪了？

越过山丘的明天

01-04

酸甜苦辣的平衡才是最好的状态。任何过甜过苦的东西都是短暂且不可持续的。保持开放，保持学习。

越过山丘的明天

01-02

Replying to @坚守2025:哈哈哈水军多少钱//@坚守2025:编辑问题，且已纠正，别在这里BB

越过山丘的明天

2024-12-27

祝贺各位大佬

越过山丘的明天

2024-12-11

Replying to @交易wei生:更多像你这样的观点，就说明还能涨//@交易wei生:价格不便宜了。小心交易

越过山丘的明天

2024-12-09

【投票贴】$TCOM 20241220 70.0 CALL$ $JD 20241220 38.0 CALL$ 坚定看好携程长期上涨，政治局扩大内需首要目标，国家需要一个美好生活的寄托标的，旅游是最好的代名词

越过山丘的明天

2024-11-16

谢谢虎妞的采访，谢谢大家的鼓励，美股是可以创造财富奇迹的地方，这一波之后我也要总结一下，下一步仓位控制好。祝各位大佬都在股市赚钱。

越过山丘的明天

2024-11-15

Replying to @Yonny:谢谢大佬肯定，这时候真的只有信仰拿得稳了//@Yonny:厉害啊，$Coinbase Global, Inc.(COIN)$ 的call 这一路补仓下来。。得有一颗大心脏

越过山丘的明天

2024-11-15

Replying to @港乜嘢吖:互相交流

//@港乜嘢吖:能坚定不移的加仓，大佬厉害

越过山丘的明天

2024-11-15

Replying to @南山小鱼人:怎么说，大佬//@南山小鱼人:原来是你

越过山丘的明天

2024-11-11

$COIN 20241115 300.0 CALL$ 坚持就是胜利，一路buy buy buy,终于在“双十一”这天爆发，btc9万大关足够打开

想象空间

越过山丘的明天

2024-07-31

$TSM 20240823 185.0 CALL$ 还得是你，逢低就进，抄一把，不管应用怎样，芯片先行，都是紧缺货

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[财迷]","images":[{"img":"https://static.tigerbbs.com/4de9b74e8898cd6a548db46f12d0bbad"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405658017927464","repostId":"405632537825896","repostType":1,"repost":{"id":405632537825896,"gmtCreate":1740058293001,"gmtModify":1740378612520,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"阿里财报超预期，股价飙升，中概股今夜无眠！","htmlText":"刚刚，阿里巴巴公布了2025财年三季报，对应去年四季度的成绩单。 与分析师预期相比，阿里巴巴此次财报全面超预期： 美股盘前，阿里巴巴股价飙涨11%，中概股今夜要狂欢了！ <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴这份财报到底好在哪里？股价是否要彻底反转了？且看我分析一二。 先来看收入，阿里巴巴25财年三季度营收2801.5亿人民币，同比增长7.6%，超过分析师预期的2773.7亿，增速创一年来新高： 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不是，我帖子都去哪了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395417144500728","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388812118258200,"gmtCreate":1735966983867,"gmtModify":1735968587953,"author":{"id":"3490851330892241","authorId":"3490851330892241","name":"越过山丘的明天","avatar":"https://static.tigerbbs.com/56f73f1674b0e8d46a8ae94a8293b2ff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490851330892241","idStr":"3490851330892241"},"themes":[],"htmlText":"酸甜苦辣的平衡才是最好的状态。任何过甜过苦的东西都是短暂且不可持续的。保持开放，保持学习。","listText":"酸甜苦辣的平衡才是最好的状态。任何过甜过苦的东西都是短暂且不可持续的。保持开放，保持学习。","text":"酸甜苦辣的平衡才是最好的状态。任何过甜过苦的东西都是短暂且不可持续的。保持开放，保持学习。","images":[{"img":"https://static.tigerbbs.com/4595c8856fe99bfb5cc11b9e419c1c66","width":"1261","height":"2720"},{"img":"https://static.tigerbbs.com/a36a67971830188b1281f856a724f809","width":"1260","height":"2720"},{"img":"https://static.tigerbbs.com/471f5139dd01f66a42bfaecca62e8674","width":"1260","height":"2720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388812118258200","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":388241343472184,"gmtCreate":1735829221129,"gmtModify":1735829223556,"author":{"id":"3490851330892241","authorId":"3490851330892241","name":"越过山丘的明天","avatar":"https://static.tigerbbs.com/56f73f1674b0e8d46a8ae94a8293b2ff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490851330892241","idStr":"3490851330892241"},"themes":[],"htmlText":"Replying 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$小米集团-W(01810)$"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":371547806343248,"gmtCreate":1731718945916,"gmtModify":1731718948386,"author":{"id":"3490851330892241","authorId":"3490851330892241","name":"越过山丘的明天","avatar":"https://static.tigerbbs.com/56f73f1674b0e8d46a8ae94a8293b2ff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490851330892241","authorIdStr":"3490851330892241"},"themes":[],"htmlText":"谢谢虎妞的采访，谢谢大家的鼓励，美股是可以创造财富奇迹的地方，这一波之后我也要总结一下，下一步仓位控制好。祝各位大佬都在股市赚钱。 [梭哈] [美金] [比心]","listText":"谢谢虎妞的采访，谢谢大家的鼓励，美股是可以创造财富奇迹的地方，这一波之后我也要总结一下，下一步仓位控制好。祝各位大佬都在股市赚钱。 [梭哈] [美金] [比心]","text":"谢谢虎妞的采访，谢谢大家的鼓励，美股是可以创造财富奇迹的地方，这一波之后我也要总结一下，下一步仓位控制好。祝各位大佬都在股市赚钱。 [梭哈] [美金] [比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371547806343248","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371325575639184,"gmtCreate":1731664691279,"gmtModify":1731664693483,"author":{"id":"3490851330892241","authorId":"3490851330892241","name":"越过山丘的明天","avatar":"https://static.tigerbbs.com/56f73f1674b0e8d46a8ae94a8293b2ff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490851330892241","authorIdStr":"3490851330892241"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3579612413176972\">@Yonny</a>:谢谢大佬肯定，这时候真的只有信仰拿得稳了//<a href=\"https://laohu8.com/U/3579612413176972\">@Yonny</a>:厉害啊，<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a>&nbsp;的call 这一路补仓下来。。得有一颗大心脏&nbsp;","listText":"Replying to <a 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这一路补仓下来。。得有一颗大心脏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371325575639184","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409611603661280,"gmtCreate":1741012810306,"gmtModify":1741012812638,"author":{"id":"3490851330892241","authorId":"3490851330892241","name":"越过山丘的明天","avatar":"https://static.tigerbbs.com/56f73f1674b0e8d46a8ae94a8293b2ff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490851330892241","authorIdStr":"3490851330892241"},"themes":[],"htmlText":"什么新闻","listText":"什么新闻","text":"什么新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409611603661280","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405661244342680,"gmtCreate":1740065442798,"gmtModify":1740065447476,"author":{"id":"3490851330892241","authorId":"3490851330892241","name":"越过山丘的明天","avatar":"https://static.tigerbbs.com/56f73f1674b0e8d46a8ae94a8293b2ff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490851330892241","authorIdStr":"3490851330892241"},"themes":[],"htmlText":"小米赚了小米花，阿里赚了淘宝花，消费内循环不就起来了嘛，我感觉上面应该是发现了这个死结就得这么去解，全面做多中国资产就是这个道理，同理大a今年也还有戏！ [爱你] [爱你]<a href=\"https://laohu8.com/S/BABA\"> $阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/01810\"> $小米集团-W(01810)$ </a>","listText":"小米赚了小米花，阿里赚了淘宝花，消费内循环不就起来了嘛，我感觉上面应该是发现了这个死结就得这么去解，全面做多中国资产就是这个道理，同理大a今年也还有戏！ [爱你] [爱你]<a href=\"https://laohu8.com/S/BABA\"> $阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/01810\"> $小米集团-W(01810)$ </a>","text":"小米赚了小米花，阿里赚了淘宝花，消费内循环不就起来了嘛，我感觉上面应该是发现了这个死结就得这么去解，全面做多中国资产就是这个道理，同理大a今年也还有戏！ [爱你] [爱你] $阿里巴巴(BABA)$ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/355bec31a9a04a0bfe31b9b9f6fa182a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405661244342680","repostId":"405659160224024","repostType":1,"repost":{"id":405659160224024,"gmtCreate":1740064572529,"gmtModify":1740380712590,"author":{"id":"3490851330892241","authorId":"3490851330892241","name":"越过山丘的明天","avatar":"https://static.tigerbbs.com/56f73f1674b0e8d46a8ae94a8293b2ff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490851330892241","authorIdStr":"3490851330892241"},"themes":[],"htmlText":"欢迎马云大佬回归！熟悉的马爸爸又来了！中国经济腾飞需要阿里！！ 阿里巴巴高管称，未来三年，集团在云和AI的基础设施投入预期将超越过去10年的总和，将大幅提升AI基础模型的研发投入，确保技术先进性和行业领先地位，并推动AI原生应用的发展<a href=\"https://laohu8.com/OPT/BABA 20250321 160.0 CALL\">$BABA 20250321 160.0 CALL$ </a>&nbsp;","listText":"欢迎马云大佬回归！熟悉的马爸爸又来了！中国经济腾飞需要阿里！！ 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to <a href=\"https://laohu8.com/U/3435655686982177\">@交易wei生</a>:更多像你这样的观点，就说明还能涨//<a href=\"https://laohu8.com/U/3435655686982177\">@交易wei生</a>:价格不便宜了。小心交易","listText":"Replying to <a href=\"https://laohu8.com/U/3435655686982177\">@交易wei生</a>:更多像你这样的观点，就说明还能涨//<a href=\"https://laohu8.com/U/3435655686982177\">@交易wei生</a>:价格不便宜了。小心交易","text":"Replying to 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[财迷]","text":"欢迎马云回归！！！熟悉的马云爸爸又回来了，中国经济腾飞需要阿里！ $BABA 20250321 160.0 CALL$ [财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/4de9b74e8898cd6a548db46f12d0bbad"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405658017927464","repostId":"405632537825896","repostType":1,"repost":{"id":405632537825896,"gmtCreate":1740058293001,"gmtModify":1740378612520,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"阿里财报超预期，股价飙升，中概股今夜无眠！","htmlText":"刚刚，阿里巴巴公布了2025财年三季报，对应去年四季度的成绩单。 与分析师预期相比，阿里巴巴此次财报全面超预期： 美股盘前，阿里巴巴股价飙涨11%，中概股今夜要狂欢了！ <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴这份财报到底好在哪里？股价是否要彻底反转了？且看我分析一二。 先来看收入，阿里巴巴25财年三季度营收2801.5亿人民币，同比增长7.6%，超过分析师预期的2773.7亿，增速创一年来新高： 这不是最令人兴奋的，分业务看，阿里巴巴淘天集团（淘宝和天猫）营收1360.9亿，同比增长5.4%，增速创过去5个季度以来新高，高于分析师预期的1317.2亿；国际电商营收377.6亿，同比增长32.4%，高于分析师预期的361.6亿。 将淘天集团继续拆分，其中，客户管理（向商家收取的广告费、佣金等）收入1007.9亿，同比增长9%，高于淘天集团整体5%的增速，主要由线上GMV（商品交易总额）的增长和Take rate（抽成率）的同比提升所驱动。 拖累淘天集团的主要是直营业务下滑了9%，虽然是负增长，但不是坏事，主要是阿里减少了直营业务。 电商直营虽然收入不低，但其实盈利能力很低，这个看京东的净利率就知道了，非常可怜。曾经，拼多多也试水过自营业务，收入能快速起量，但赚不了啥钱，还把电商轻资产业务搞重了，得不偿失。因此，阿里巴巴减少直营业务，不是坏事： 除了电商业务外，阿里巴巴最重要的就是云业务了，投资者一直希望阿里云能复制亚马逊的辉煌，但之前阿里巴巴的管理层盲目扩张，加上和腾讯云的价格战，表现不佳。 25财年三季度，阿里云营收317亿，超过分析师预期的307.8亿，同比增长13%，重回两位数增长，其中，AI相关产品收入连续六个季度实现三位数增长！ 展望未来，阿里巴巴CEO表示，由AI推动的云智能集团收入增速还","listText":"刚刚，阿里巴巴公布了2025财年三季报，对应去年四季度的成绩单。 与分析师预期相比，阿里巴巴此次财报全面超预期： 美股盘前，阿里巴巴股价飙涨11%，中概股今夜要狂欢了！ <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴这份财报到底好在哪里？股价是否要彻底反转了？且看我分析一二。 先来看收入，阿里巴巴25财年三季度营收2801.5亿人民币，同比增长7.6%，超过分析师预期的2773.7亿，增速创一年来新高： 这不是最令人兴奋的，分业务看，阿里巴巴淘天集团（淘宝和天猫）营收1360.9亿，同比增长5.4%，增速创过去5个季度以来新高，高于分析师预期的1317.2亿；国际电商营收377.6亿，同比增长32.4%，高于分析师预期的361.6亿。 将淘天集团继续拆分，其中，客户管理（向商家收取的广告费、佣金等）收入1007.9亿，同比增长9%，高于淘天集团整体5%的增速，主要由线上GMV（商品交易总额）的增长和Take rate（抽成率）的同比提升所驱动。 拖累淘天集团的主要是直营业务下滑了9%，虽然是负增长，但不是坏事，主要是阿里减少了直营业务。 电商直营虽然收入不低，但其实盈利能力很低，这个看京东的净利率就知道了，非常可怜。曾经，拼多多也试水过自营业务，收入能快速起量，但赚不了啥钱，还把电商轻资产业务搞重了，得不偿失。因此，阿里巴巴减少直营业务，不是坏事： 除了电商业务外，阿里巴巴最重要的就是云业务了，投资者一直希望阿里云能复制亚马逊的辉煌，但之前阿里巴巴的管理层盲目扩张，加上和腾讯云的价格战，表现不佳。 25财年三季度，阿里云营收317亿，超过分析师预期的307.8亿，同比增长13%，重回两位数增长，其中，AI相关产品收入连续六个季度实现三位数增长！ 展望未来，阿里巴巴CEO表示，由AI推动的云智能集团收入增速还","text":"刚刚，阿里巴巴公布了2025财年三季报，对应去年四季度的成绩单。 与分析师预期相比，阿里巴巴此次财报全面超预期： 美股盘前，阿里巴巴股价飙涨11%，中概股今夜要狂欢了！ $阿里巴巴(BABA)$ 阿里巴巴这份财报到底好在哪里？股价是否要彻底反转了？且看我分析一二。 先来看收入，阿里巴巴25财年三季度营收2801.5亿人民币，同比增长7.6%，超过分析师预期的2773.7亿，增速创一年来新高： 这不是最令人兴奋的，分业务看，阿里巴巴淘天集团（淘宝和天猫）营收1360.9亿，同比增长5.4%，增速创过去5个季度以来新高，高于分析师预期的1317.2亿；国际电商营收377.6亿，同比增长32.4%，高于分析师预期的361.6亿。 将淘天集团继续拆分，其中，客户管理（向商家收取的广告费、佣金等）收入1007.9亿，同比增长9%，高于淘天集团整体5%的增速，主要由线上GMV（商品交易总额）的增长和Take rate（抽成率）的同比提升所驱动。 拖累淘天集团的主要是直营业务下滑了9%，虽然是负增长，但不是坏事，主要是阿里减少了直营业务。 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