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克斯马龙埃
苹果特斯拉脑残粉
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克斯马龙埃
2021-02-10
$哔哩哔哩(BILI)$
赶紧空,多空点,我买的太少了,没机会加仓,大家快把他空下去[微笑]
克斯马龙埃
2021-02-08
$哔哩哔哩(BILI)$
要空B站的赶紧空,别光打嘴炮,多空点,我等着你们回补拉股价呢[冷漠]
克斯马龙埃
2021-02-04
$快手科技(01024)$
扪心自问快手配得上1600亿市值吗?配不上。追高的朋友赶紧跑吧。
克斯马龙埃
2021-02-04
$哔哩哔哩(BILI)$
早说了至少千亿,这才哪到哪[冷漠]
克斯马龙埃
2021-01-27
$苹果(AAPL)$
财报一定好,但是前几天涨的太多我不会在这个时间加仓,等财报后再找机会入咯
克斯马龙埃
2021-01-25
$苹果(AAPL)$
这次iPhone12销量超预期已经是板上钉钉的事情了,这次的财报应该重点关注新款M1芯片Mac的销量,我个人认为应该是远超苹果自己的预期,市场做何反应我不清楚,但是我在财报后应该会逢低加仓
克斯马龙埃
2021-01-24
作为一个程序员,我认为英特尔不转型就完蛋了[笑哭]
@皮子皮子皮:
$英特尔(INTC)$
我对这次英特尔的财报很满意,而且这份财报能打85分。很多人质疑英特尔的数据中心、物联网板块下滑,我认为去年这两个板块下滑是很正常的。 因为,去年疫情的原因政府和大企业对这类投资都变得很谨慎,投入就会减少,公司业务下滑很正常。你不能因为疫情这么严重就去拿2019年的财报去看待旅游公司、邮轮公司吧。而且,之前三季度时分析师都对四季度做过了预测,对这些问题都有过了考虑,现在财报出来了,他们却又把这个问题拿出来说,显然很有问题。 PC销量增长迅猛,但是无人提,认为这是疫情的红利。这次,intel出的i5处理器是相当的给力,在淘宝、京东卖的是相当的好。关键的关键,顾客评论一致认为intel开始讲性价比了,那么这就解释了营收大涨,但净利润降低。我认为一个商品的价格也是强有力的竞争力,之前AMD的竞争力强,其中价格比intel低也是很重要的一个原因。 现在情况反转,那么AMD就能跟以前一样销量那么好吗?现在确实应该打个大大问号。而且这次疫情原因,大家对CPU的要求其实没有那么高,买的笔记本电脑也不像之前要求的游戏本,大多数消费者买的就是一个办公或学习本。现在,问题是以后大家对高端CPU的更新换代速度要求还会跟前两年一样那么快吗?这种要求会不会降低?产品好不好卖,有时候不是你够不够先进,而是适应不适应现在大众市场的要求,太先进从而造成性价比降低,其实有时候也会降低产品的销量。 intel今年推出的i5 10600KF其实已经满足现在市场上的大多数电脑游戏,运行也很完美了。性价比也很好,市场销量也是很好。我预测AMD的这次年报,不会像预测的那样增长那么迅速。虽然,intel的年报之后,市场还是以大跌10%收尾,但是我感觉这是一次错杀,我相信intel
克斯马龙埃
2021-01-20
$苹果(AAPL)$
3年内4万亿市值,拭目以待,持有半年以上call到期继续换再半年以上的call,对冲可以选择持有一点英特尔和AMD,英特尔和AMD如果再不放弃x86,pc端cpu要被苹果抄家了[冷漠]
克斯马龙埃
2021-01-20
$哔哩哔哩(BILI)$
还有1倍以上的上涨空间,至少千亿市值比较合理
克斯马龙埃
2021-01-05
$哔哩哔哩(BILI)$
才350亿市值,等特斯拉那边的资金回笼继续加仓
克斯马龙埃
2021-01-05
$哔哩哔哩(BILI)$
看到200
克斯马龙埃
2021-01-01
$哔哩哔哩(BILI)$
加了一倍的仓[贱笑]
克斯马龙埃
2020-12-31
$哔哩哔哩(BILI)$
长期看好的回调了就接就完事了,反正我看到千亿市值
克斯马龙埃
2020-12-30
$哔哩哔哩(BILI)$
牛逼
克斯马龙埃
2020-12-30
$拼多多(PDD)$
这东西我从80块开始看空,居然涨到了160多[笑哭] [笑哭] 还好遵循原则看空不做空,不然要大出血,不明白这东西凭什么值这么多
克斯马龙埃
2020-12-30
$苹果(AAPL)$
这个东西无脑买就行了,未来5年会涨到飞起,等我6月份的call到期了再换12月的[害羞]
克斯马龙埃
2020-12-17
$哔哩哔哩(BILI)$
$苹果(AAPL)$
$特斯拉(TSLA)$
股市中稳定的收益才是王道
克斯马龙埃
2020-12-15
可怜的人,要知道B站是你喜欢看什么给你推什么,这个人满嘴B站这个那个的说明他自己平时看的东西就不是什么好东西,我的B站推荐全是学习,美食,影评,游戏攻略,偶尔看到恶俗的女的的视频点一个不感兴趣,以后就再也不会出现了。我的同龄人有一半是B站用户,从B站20块到现在B站80块我一直相信迟早B站会变成一家千亿市值的公司,我反正一直都是跌就加仓,涨就持有
@科斯切尔尼:
$哔哩哔哩(BILI)$
就代理个破游戏就不得了了!!你有本事去干点实业啊!耽误民族的未来!毁了一代人 !!砸锅卖铁也堵你跌!!
克斯马龙埃
2020-12-11
$哔哩哔哩(BILI)$
一点不回调呗,就不给人加仓呗?
克斯马龙埃
2020-12-10
$特斯拉(TSLA)$
不会真的有人以为跌5个点是因为车祸吧不会吧不会吧[笑哭]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>这次iPhone12销量超预期已经是板上钉钉的事情了,这次的财报应该重点关注新款M1芯片Mac的销量,我个人认为应该是远超苹果自己的预期,市场做何反应我不清楚,但是我在财报后应该会逢低加仓","text":"$苹果(AAPL)$这次iPhone12销量超预期已经是板上钉钉的事情了,这次的财报应该重点关注新款M1芯片Mac的销量,我个人认为应该是远超苹果自己的预期,市场做何反应我不清楚,但是我在财报后应该会逢低加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/319816435","isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319962399,"gmtCreate":1611483288111,"gmtModify":1703750574529,"author":{"id":"3494639569501894","authorId":"3494639569501894","name":"克斯马龙埃","avatar":"https://static.tigerbbs.com/76743454820bfece9b577cb0d754cab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494639569501894","authorIdStr":"3494639569501894"},"themes":[],"htmlText":"作为一个程序员,我认为英特尔不转型就完蛋了[笑哭]","listText":"作为一个程序员,我认为英特尔不转型就完蛋了[笑哭]","text":"作为一个程序员,我认为英特尔不转型就完蛋了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/319962399","repostId":"319067673","repostType":1,"repost":{"id":319067673,"gmtCreate":1611429816592,"gmtModify":1703750440985,"author":{"id":"3571773928429500","authorId":"3571773928429500","name":"皮子皮子皮","avatar":"https://static.tigerbbs.com/209b53503697006abec57f8ff5107818","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571773928429500","authorIdStr":"3571773928429500"},"themes":[],"htmlText":"<a 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PC销量增长迅猛,但是无人提,认为这是疫情的红利。这次,intel出的i5处理器是相当的给力,在淘宝、京东卖的是相当的好。关键的关键,顾客评论一致认为intel开始讲性价比了,那么这就解释了营收大涨,但净利润降低。我认为一个商品的价格也是强有力的竞争力,之前AMD的竞争力强,其中价格比intel低也是很重要的一个原因。 现在情况反转,那么AMD就能跟以前一样销量那么好吗?现在确实应该打个大大问号。而且这次疫情原因,大家对CPU的要求其实没有那么高,买的笔记本电脑也不像之前要求的游戏本,大多数消费者买的就是一个办公或学习本。现在,问题是以后大家对高端CPU的更新换代速度要求还会跟前两年一样那么快吗?这种要求会不会降低?产品好不好卖,有时候不是你够不够先进,而是适应不适应现在大众市场的要求,太先进从而造成性价比降低,其实有时候也会降低产品的销量。 intel今年推出的i5 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