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kichy
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IP属地:广东
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kichy
2022-05-06
$Nkarta(NKTX)$
终于下来了
kichy
2022-05-10
$Nkarta(NKTX)$
[财迷]
kichy
2022-02-12
$Snap Inc(SNAP)$
还会涨吗
kichy
2021-08-19
这篇文章不错,转发给大家看
@爱上趋势股:万亿基建通过:中美光伏战役正式打响!
kichy
2021-08-19
这篇文章不错,转发给大家看
@要发财致富奔向小康:小米--世界第一手机品牌
kichy
2021-08-19
这篇文章不错,转发给大家看
@丫丫港股圈:暂停中国投资,孙正义在打什么算盘?
kichy
11-05
认为特朗普会赢。经济发展才是最重要的。
kichy
10-17
ASML处于半导体最上游,过去几年属于非正常增长,随着晶圆厂产能布局完成,逐步形成产能过剩。而整体芯片需求除了AI,其他并无大的增长,但集成电路产业因为AI带来的变革还在继续。半导体长期看好。
kichy
10-16
$Lemonade, Inc.(LMND)$
kichy
08-14
英伟达在技术创新和市场领导地位方面的稳固基础,以及AI和数据中心业务的快速增长,为其未来的发展提供了乐观的前景。尽管存在竞争和地缘政治风险,但公司通过持续的研发投入和产品创新,有望继续在技术进步和行业变革中保持领先。 看好。
kichy
06-25
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与实盘竞猜活动,寻找你心中的收益王者,竞猜最高可获得USD 500代金券奖励。 此帖仅开放于中国大陆用户
竞猜赢虎币 ,寻找实盘收益王
kichy
06-21
赢了磁吸卡套
@小虎活动:【老虎十周年】截图挑战,评论区留言赢周边
kichy
06-21
磁吸卡套
kichy
05-30
$SOXL 20240614 65.0 CALL$
kichy
05-29
半导体应该高位了吧
kichy
04-01
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户
竞猜赢虎币 ,寻找实盘收益王
kichy
03-04
新兴市场投资机会
查看详情:
新兴市场投资机会
降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户
新兴市场投资机会
kichy
2021-12-27
😂可惜赚的少
去老虎APP查看更多动态
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1100亿美元,用于修建道路、桥梁; 660亿美元,用于修建铁路; 400亿美元,用于公共交通投资; 650亿美元,用于网络基建投资; 650亿美元,用于改善发电设施; 500亿美元,用于提升应对自然灾害和网络安全攻击的能力; 75亿美元,用于新建电动车充电站; 75亿美元,用于采购低排放产品、置换现有的校车和轮渡。 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由于这个标签,被大家误以为小米是一个低端产品、是一个贴牌厂,所以小米最近几年都在试图撕掉这个错误的标签,树立起华为那样的口碑。[安慰] 小米不容易啊,卖的便宜了还被用户吐槽,小米很好的好不好,我全仓。小米目前被给予了两个标签,一是“互联网”,二是“性价比”。2016年之前,小米建立起”发烧”、“互联网”、”性价比”等字眼,给年轻人留下了很深刻的印象。[哟哟] 但是性价比成功之后,小米开始在做另一件事:撕掉小米“性价比”标签。2020、2021两年大家可以很清楚的看到,小米为了高端化下了多少功夫。具体什么误解呢?雷军总结了一下,有三个:误解一:“小米产品都是中低端的”。他反问,“难道卖得贵才算高端手机吗?”误解二:“小米的产品都是代工的,贴牌的”。他没有否认小米的产品确实是别人代工的,但他说“代工也是一种非常先进的生产模型,大家对代工有误解。”误解三:“小米没有技术”。小米到底有没有技术?他说“这个问题很难直接回答”,他只是举了一个例:“全年1/3的时间,小米手机在全球拍照领域都是世界第一。”根据目前情况,小米的发展将经历四个阶段:第一个阶段,营销主导阶段,这一时期小米无技术可言,外界认为小米是一家营销型公司;第二个阶段,小米初步认识到技术重要性并着手布局研发,但外界仍然认为小米无技术优势;第三个阶段,小米实现局部技术突破,外界开始重新认知小米,并承认它正在向科技公司转型;第四个阶段,小米成为一家举世公认的科技公司。[666] 目前小米处于第二阶段与第三阶段。今晚就是小米技术展现的一个机会,大家可以看看今晚的发布会有哪些产品呢?即将发布的是不是大家心心念念的小米 MIX 4?这些产品是否能够显现出小米技术的发展之路。[哇塞] 小米 MIX发布到现在已经五年了,小米MIX带来了全面屏时代。先后","listText":"“性价比”正在成为小米发展的绊脚石,[心碎] 由于这个标签,被大家误以为小米是一个低端产品、是一个贴牌厂,所以小米最近几年都在试图撕掉这个错误的标签,树立起华为那样的口碑。[安慰] 小米不容易啊,卖的便宜了还被用户吐槽,小米很好的好不好,我全仓。小米目前被给予了两个标签,一是“互联网”,二是“性价比”。2016年之前,小米建立起”发烧”、“互联网”、”性价比”等字眼,给年轻人留下了很深刻的印象。[哟哟] 但是性价比成功之后,小米开始在做另一件事:撕掉小米“性价比”标签。2020、2021两年大家可以很清楚的看到,小米为了高端化下了多少功夫。具体什么误解呢?雷军总结了一下,有三个:误解一:“小米产品都是中低端的”。他反问,“难道卖得贵才算高端手机吗?”误解二:“小米的产品都是代工的,贴牌的”。他没有否认小米的产品确实是别人代工的,但他说“代工也是一种非常先进的生产模型,大家对代工有误解。”误解三:“小米没有技术”。小米到底有没有技术?他说“这个问题很难直接回答”,他只是举了一个例:“全年1/3的时间,小米手机在全球拍照领域都是世界第一。”根据目前情况,小米的发展将经历四个阶段:第一个阶段,营销主导阶段,这一时期小米无技术可言,外界认为小米是一家营销型公司;第二个阶段,小米初步认识到技术重要性并着手布局研发,但外界仍然认为小米无技术优势;第三个阶段,小米实现局部技术突破,外界开始重新认知小米,并承认它正在向科技公司转型;第四个阶段,小米成为一家举世公认的科技公司。[666] 目前小米处于第二阶段与第三阶段。今晚就是小米技术展现的一个机会,大家可以看看今晚的发布会有哪些产品呢?即将发布的是不是大家心心念念的小米 MIX 4?这些产品是否能够显现出小米技术的发展之路。[哇塞] 小米 MIX发布到现在已经五年了,小米MIX带来了全面屏时代。先后","text":"“性价比”正在成为小米发展的绊脚石,[心碎] 由于这个标签,被大家误以为小米是一个低端产品、是一个贴牌厂,所以小米最近几年都在试图撕掉这个错误的标签,树立起华为那样的口碑。[安慰] 小米不容易啊,卖的便宜了还被用户吐槽,小米很好的好不好,我全仓。小米目前被给予了两个标签,一是“互联网”,二是“性价比”。2016年之前,小米建立起”发烧”、“互联网”、”性价比”等字眼,给年轻人留下了很深刻的印象。[哟哟] 但是性价比成功之后,小米开始在做另一件事:撕掉小米“性价比”标签。2020、2021两年大家可以很清楚的看到,小米为了高端化下了多少功夫。具体什么误解呢?雷军总结了一下,有三个:误解一:“小米产品都是中低端的”。他反问,“难道卖得贵才算高端手机吗?”误解二:“小米的产品都是代工的,贴牌的”。他没有否认小米的产品确实是别人代工的,但他说“代工也是一种非常先进的生产模型,大家对代工有误解。”误解三:“小米没有技术”。小米到底有没有技术?他说“这个问题很难直接回答”,他只是举了一个例:“全年1/3的时间,小米手机在全球拍照领域都是世界第一。”根据目前情况,小米的发展将经历四个阶段:第一个阶段,营销主导阶段,这一时期小米无技术可言,外界认为小米是一家营销型公司;第二个阶段,小米初步认识到技术重要性并着手布局研发,但外界仍然认为小米无技术优势;第三个阶段,小米实现局部技术突破,外界开始重新认知小米,并承认它正在向科技公司转型;第四个阶段,小米成为一家举世公认的科技公司。[666] 目前小米处于第二阶段与第三阶段。今晚就是小米技术展现的一个机会,大家可以看看今晚的发布会有哪些产品呢?即将发布的是不是大家心心念念的小米 MIX 4?这些产品是否能够显现出小米技术的发展之路。[哇塞] 小米 MIX发布到现在已经五年了,小米MIX带来了全面屏时代。先后","images":[{"img":"https://static.tigerbbs.com/76916e8bf1bced53ba4c584793f16cb4","width":"248","height":"582"},{"img":"https://static.tigerbbs.com/f867114b283697befe5ff83df319b7b4","width":"688","height":"387"},{"img":"https://static.tigerbbs.com/f8507cdcd3c096d947f12bb21a5c6801","width":"688","height":"688"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896242152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838874246,"gmtCreate":1629387903585,"gmtModify":1629416795611,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838874246","repostId":"894738201","repostType":1,"repost":{"id":894738201,"gmtCreate":1628853300000,"gmtModify":1628896147372,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"暂停中国投资,孙正义在打什么算盘?","htmlText":"马云和孙正义的结缘,来自于一次演讲。 2000年,在古塔的牵针引线下,马云第一次见到了孙正义。凭借诙谐幽默的演讲,马云很快打动了孙正义。当马云介绍阿里巴巴的演讲讲到快6分钟的时候,行事风格直接了当的孙正义打断马云:“停下来,你要多少钱?” 马云一脸疑惑:“我不要钱。” 孙正义也懵了:“你不要钱你来找我做什么?” 马云满不在乎的回答:“又不是我要见你,是古塔让我来见你的。” 马云和孙正义,谁也不服谁,两个人都像某私募大佬说的那样,都是强势的人。 正是这一次戏剧化的见面,让孙正义认准了马云,也成就了历史上最伟大的投资之一。软银投在阿里身上的2000万美金,一度价值2400亿美元,这些股份也曾经帮助软银度过2019年的难关。 但是,时间来到2021年,同样是马云的一次戏演讲,却让阿里和软银同时陷入困境。2020年外滩金融峰会后,蚂蚁金服上市计划被搁置,阿里股价从顶峰下跌40%;此后中国掀起的反垄断审查,让一众互联网公司股价暴跌,其中就包括软银下了重注的滴滴。 8月11日早间,软银总裁孙正义在新闻发布会上表示:“虽然中国仍将是科技与人工智能的创新中心,但在投资方面,我们注意到很多新的监管措施陆续出台,我想再等一段时间,以观察(中国的)监管类型、监管范围、及其对市场的影响。”孙正义预计,其观望期将达一至二年。 孙正义的话有两层意思: 第一,中国仍然是最重要的经济体,是创新中心; 第二,因为监管,所以要暂停新的投资,观察一段时间。 一石激起千层浪,有投资人开始担心外资对待中国的态度。那么,软银为什么要选择在这个时间点暂停投资呢? 假如说是监管问题。其实每年都会有不同的监管政策出台,比如说2013年反腐、2018年对教育、游戏、医药行业的监管,力度都不小,为什么偏偏是这一次监管之后退出呢? 这个可能与软银的商业模式有关系。 软银是一家典型的投资型公司,其成功建立在通过发债获取日本甚至全球","listText":"马云和孙正义的结缘,来自于一次演讲。 2000年,在古塔的牵针引线下,马云第一次见到了孙正义。凭借诙谐幽默的演讲,马云很快打动了孙正义。当马云介绍阿里巴巴的演讲讲到快6分钟的时候,行事风格直接了当的孙正义打断马云:“停下来,你要多少钱?” 马云一脸疑惑:“我不要钱。” 孙正义也懵了:“你不要钱你来找我做什么?” 马云满不在乎的回答:“又不是我要见你,是古塔让我来见你的。” 马云和孙正义,谁也不服谁,两个人都像某私募大佬说的那样,都是强势的人。 正是这一次戏剧化的见面,让孙正义认准了马云,也成就了历史上最伟大的投资之一。软银投在阿里身上的2000万美金,一度价值2400亿美元,这些股份也曾经帮助软银度过2019年的难关。 但是,时间来到2021年,同样是马云的一次戏演讲,却让阿里和软银同时陷入困境。2020年外滩金融峰会后,蚂蚁金服上市计划被搁置,阿里股价从顶峰下跌40%;此后中国掀起的反垄断审查,让一众互联网公司股价暴跌,其中就包括软银下了重注的滴滴。 8月11日早间,软银总裁孙正义在新闻发布会上表示:“虽然中国仍将是科技与人工智能的创新中心,但在投资方面,我们注意到很多新的监管措施陆续出台,我想再等一段时间,以观察(中国的)监管类型、监管范围、及其对市场的影响。”孙正义预计,其观望期将达一至二年。 孙正义的话有两层意思: 第一,中国仍然是最重要的经济体,是创新中心; 第二,因为监管,所以要暂停新的投资,观察一段时间。 一石激起千层浪,有投资人开始担心外资对待中国的态度。那么,软银为什么要选择在这个时间点暂停投资呢? 假如说是监管问题。其实每年都会有不同的监管政策出台,比如说2013年反腐、2018年对教育、游戏、医药行业的监管,力度都不小,为什么偏偏是这一次监管之后退出呢? 这个可能与软银的商业模式有关系。 软银是一家典型的投资型公司,其成功建立在通过发债获取日本甚至全球","text":"马云和孙正义的结缘,来自于一次演讲。 2000年,在古塔的牵针引线下,马云第一次见到了孙正义。凭借诙谐幽默的演讲,马云很快打动了孙正义。当马云介绍阿里巴巴的演讲讲到快6分钟的时候,行事风格直接了当的孙正义打断马云:“停下来,你要多少钱?” 马云一脸疑惑:“我不要钱。” 孙正义也懵了:“你不要钱你来找我做什么?” 马云满不在乎的回答:“又不是我要见你,是古塔让我来见你的。” 马云和孙正义,谁也不服谁,两个人都像某私募大佬说的那样,都是强势的人。 正是这一次戏剧化的见面,让孙正义认准了马云,也成就了历史上最伟大的投资之一。软银投在阿里身上的2000万美金,一度价值2400亿美元,这些股份也曾经帮助软银度过2019年的难关。 但是,时间来到2021年,同样是马云的一次戏演讲,却让阿里和软银同时陷入困境。2020年外滩金融峰会后,蚂蚁金服上市计划被搁置,阿里股价从顶峰下跌40%;此后中国掀起的反垄断审查,让一众互联网公司股价暴跌,其中就包括软银下了重注的滴滴。 8月11日早间,软银总裁孙正义在新闻发布会上表示:“虽然中国仍将是科技与人工智能的创新中心,但在投资方面,我们注意到很多新的监管措施陆续出台,我想再等一段时间,以观察(中国的)监管类型、监管范围、及其对市场的影响。”孙正义预计,其观望期将达一至二年。 孙正义的话有两层意思: 第一,中国仍然是最重要的经济体,是创新中心; 第二,因为监管,所以要暂停新的投资,观察一段时间。 一石激起千层浪,有投资人开始担心外资对待中国的态度。那么,软银为什么要选择在这个时间点暂停投资呢? 假如说是监管问题。其实每年都会有不同的监管政策出台,比如说2013年反腐、2018年对教育、游戏、医药行业的监管,力度都不小,为什么偏偏是这一次监管之后退出呢? 这个可能与软银的商业模式有关系。 软银是一家典型的投资型公司,其成功建立在通过发债获取日本甚至全球","images":[{"img":"https://static.tigerbbs.com/6ec1489009fc49e7ae1b7c99834d984e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/cefcd25f127349eb80e633b86eb452ed","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/292dc56221be4494ba362c217ed9854b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894738201","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":616262261,"gmtCreate":1651794479153,"gmtModify":1651794479153,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKTX\">$Nkarta(NKTX)$</a>终于下来了","listText":"<a href=\"https://laohu8.com/S/NKTX\">$Nkarta(NKTX)$</a>终于下来了","text":"$Nkarta(NKTX)$终于下来了","images":[{"img":"https://static.tigerbbs.com/d760693c1cc5542e316559bc12952a73","width":"880","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/616262261","isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612962856,"gmtCreate":1652143004775,"gmtModify":1652143004775,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKTX\">$Nkarta(NKTX)$</a>[财迷] ","listText":"<a href=\"https://laohu8.com/S/NKTX\">$Nkarta(NKTX)$</a>[财迷] ","text":"$Nkarta(NKTX)$[财迷]","images":[{"img":"https://static.tigerbbs.com/f5eb60a12dc67598c3e5222fc62cf0a8","width":"880","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/612962856","isVote":1,"tweetType":1,"viewCount":2397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631688698,"gmtCreate":1644646209831,"gmtModify":1644646209831,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>还会涨吗","listText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>还会涨吗","text":"$Snap Inc(SNAP)$还会涨吗","images":[{"img":"https://static.tigerbbs.com/2cc7c27a83fa279395663bc3aa512fbc","width":"1080","height":"2789"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631688698","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":838600614,"gmtCreate":1629388034438,"gmtModify":1629416795632,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838600614","repostId":"892577753","repostType":1,"repost":{"id":892577753,"gmtCreate":1628678834469,"gmtModify":1628681531295,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"万亿基建通过:中美光伏战役正式打响!","htmlText":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的:<a href=\"https://laohu8.com/TW/355053283\" target=\"_blank\">美国“洪水四溢”,大基建势在必行!</a> 我预示了两个观点,一是美国通胀将会爆发,二是美国基建法案必然会通过。 如今看,两个预言都已成真。 按照当时的逻辑,重点推荐了: <a target=\"_blank\" href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a>,从20涨到了28,涨幅40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> ,从30涨到了44,涨幅46%。 第二篇,5月份写的:<a href=\"https://laohu8.com/TW/190872054\" target=\"_blank\">别盯着特斯拉、蔚来了,美国钢铁都涨上天了!</a> 还是反复强调钢铁、建材等基建的投资机会,这次主要提到的是<a target=\"_blank\" href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> ,后来它从95涨到了118,涨幅24%。 今天,不说钢铁了,咱们聊聊其他的投资机会。 01先简述一下,昨天通过的是拜登的1.2万亿基建法案,这里面有5500亿将投入到基础设施的建设中。 具体包括: 1100亿美元,用于修建道路、桥梁; 660亿美元,用于修建铁路; 400亿美元,用于公共交通投资; 650亿美元,用于网络基建投资; 650亿美元,用于改善发电设施; 500亿美元,用于提升应对自然灾害和网络安全攻击的能力; 75亿美元,用于新建电动车充电站; 75亿美元,用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元投资法案,","listText":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的:<a href=\"https://laohu8.com/TW/355053283\" target=\"_blank\">美国“洪水四溢”,大基建势在必行!</a> 我预示了两个观点,一是美国通胀将会爆发,二是美国基建法案必然会通过。 如今看,两个预言都已成真。 按照当时的逻辑,重点推荐了: <a target=\"_blank\" href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a>,从20涨到了28,涨幅40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> ,从30涨到了44,涨幅46%。 第二篇,5月份写的:<a href=\"https://laohu8.com/TW/190872054\" target=\"_blank\">别盯着特斯拉、蔚来了,美国钢铁都涨上天了!</a> 还是反复强调钢铁、建材等基建的投资机会,这次主要提到的是<a target=\"_blank\" href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> ,后来它从95涨到了118,涨幅24%。 今天,不说钢铁了,咱们聊聊其他的投资机会。 01先简述一下,昨天通过的是拜登的1.2万亿基建法案,这里面有5500亿将投入到基础设施的建设中。 具体包括: 1100亿美元,用于修建道路、桥梁; 660亿美元,用于修建铁路; 400亿美元,用于公共交通投资; 650亿美元,用于网络基建投资; 650亿美元,用于改善发电设施; 500亿美元,用于提升应对自然灾害和网络安全攻击的能力; 75亿美元,用于新建电动车充电站; 75亿美元,用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元投资法案,","text":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的:美国“洪水四溢”,大基建势在必行! 我预示了两个观点,一是美国通胀将会爆发,二是美国基建法案必然会通过。 如今看,两个预言都已成真。 按照当时的逻辑,重点推荐了: $美国钢铁(X)$,从20涨到了28,涨幅40%。 $美国铝业(AA)$ ,从30涨到了44,涨幅46%。 第二篇,5月份写的:别盯着特斯拉、蔚来了,美国钢铁都涨上天了! 还是反复强调钢铁、建材等基建的投资机会,这次主要提到的是$纽柯钢铁(NUE)$ ,后来它从95涨到了118,涨幅24%。 今天,不说钢铁了,咱们聊聊其他的投资机会。 01先简述一下,昨天通过的是拜登的1.2万亿基建法案,这里面有5500亿将投入到基础设施的建设中。 具体包括: 1100亿美元,用于修建道路、桥梁; 660亿美元,用于修建铁路; 400亿美元,用于公共交通投资; 650亿美元,用于网络基建投资; 650亿美元,用于改善发电设施; 500亿美元,用于提升应对自然灾害和网络安全攻击的能力; 75亿美元,用于新建电动车充电站; 75亿美元,用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元投资法案,","images":[{"img":"https://static.tigerbbs.com/7a55c153839b69b47e69b76d078d4eda","width":"951","height":"606"},{"img":"https://static.tigerbbs.com/04f9eb6f4d35bd6acd070a39b7691ffc","width":"558","height":"315"},{"img":"https://static.tigerbbs.com/e071662c7a35cf5cda250c0ee670db5e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892577753","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838600886,"gmtCreate":1629388025445,"gmtModify":1629416795632,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838600886","repostId":"896242152","repostType":1,"repost":{"id":896242152,"gmtCreate":1628588232276,"gmtModify":1628668811958,"author":{"id":"3554163880357084","authorId":"3554163880357084","name":"要发财致富奔向小康","avatar":"https://static.tigerbbs.com/6a8f12316605edb21d933621d796b04f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554163880357084","authorIdStr":"3554163880357084"},"themes":[],"title":"小米--世界第一手机品牌","htmlText":"“性价比”正在成为小米发展的绊脚石,[心碎] 由于这个标签,被大家误以为小米是一个低端产品、是一个贴牌厂,所以小米最近几年都在试图撕掉这个错误的标签,树立起华为那样的口碑。[安慰] 小米不容易啊,卖的便宜了还被用户吐槽,小米很好的好不好,我全仓。小米目前被给予了两个标签,一是“互联网”,二是“性价比”。2016年之前,小米建立起”发烧”、“互联网”、”性价比”等字眼,给年轻人留下了很深刻的印象。[哟哟] 但是性价比成功之后,小米开始在做另一件事:撕掉小米“性价比”标签。2020、2021两年大家可以很清楚的看到,小米为了高端化下了多少功夫。具体什么误解呢?雷军总结了一下,有三个:误解一:“小米产品都是中低端的”。他反问,“难道卖得贵才算高端手机吗?”误解二:“小米的产品都是代工的,贴牌的”。他没有否认小米的产品确实是别人代工的,但他说“代工也是一种非常先进的生产模型,大家对代工有误解。”误解三:“小米没有技术”。小米到底有没有技术?他说“这个问题很难直接回答”,他只是举了一个例:“全年1/3的时间,小米手机在全球拍照领域都是世界第一。”根据目前情况,小米的发展将经历四个阶段:第一个阶段,营销主导阶段,这一时期小米无技术可言,外界认为小米是一家营销型公司;第二个阶段,小米初步认识到技术重要性并着手布局研发,但外界仍然认为小米无技术优势;第三个阶段,小米实现局部技术突破,外界开始重新认知小米,并承认它正在向科技公司转型;第四个阶段,小米成为一家举世公认的科技公司。[666] 目前小米处于第二阶段与第三阶段。今晚就是小米技术展现的一个机会,大家可以看看今晚的发布会有哪些产品呢?即将发布的是不是大家心心念念的小米 MIX 4?这些产品是否能够显现出小米技术的发展之路。[哇塞] 小米 MIX发布到现在已经五年了,小米MIX带来了全面屏时代。先后","listText":"“性价比”正在成为小米发展的绊脚石,[心碎] 由于这个标签,被大家误以为小米是一个低端产品、是一个贴牌厂,所以小米最近几年都在试图撕掉这个错误的标签,树立起华为那样的口碑。[安慰] 小米不容易啊,卖的便宜了还被用户吐槽,小米很好的好不好,我全仓。小米目前被给予了两个标签,一是“互联网”,二是“性价比”。2016年之前,小米建立起”发烧”、“互联网”、”性价比”等字眼,给年轻人留下了很深刻的印象。[哟哟] 但是性价比成功之后,小米开始在做另一件事:撕掉小米“性价比”标签。2020、2021两年大家可以很清楚的看到,小米为了高端化下了多少功夫。具体什么误解呢?雷军总结了一下,有三个:误解一:“小米产品都是中低端的”。他反问,“难道卖得贵才算高端手机吗?”误解二:“小米的产品都是代工的,贴牌的”。他没有否认小米的产品确实是别人代工的,但他说“代工也是一种非常先进的生产模型,大家对代工有误解。”误解三:“小米没有技术”。小米到底有没有技术?他说“这个问题很难直接回答”,他只是举了一个例:“全年1/3的时间,小米手机在全球拍照领域都是世界第一。”根据目前情况,小米的发展将经历四个阶段:第一个阶段,营销主导阶段,这一时期小米无技术可言,外界认为小米是一家营销型公司;第二个阶段,小米初步认识到技术重要性并着手布局研发,但外界仍然认为小米无技术优势;第三个阶段,小米实现局部技术突破,外界开始重新认知小米,并承认它正在向科技公司转型;第四个阶段,小米成为一家举世公认的科技公司。[666] 目前小米处于第二阶段与第三阶段。今晚就是小米技术展现的一个机会,大家可以看看今晚的发布会有哪些产品呢?即将发布的是不是大家心心念念的小米 MIX 4?这些产品是否能够显现出小米技术的发展之路。[哇塞] 小米 MIX发布到现在已经五年了,小米MIX带来了全面屏时代。先后","text":"“性价比”正在成为小米发展的绊脚石,[心碎] 由于这个标签,被大家误以为小米是一个低端产品、是一个贴牌厂,所以小米最近几年都在试图撕掉这个错误的标签,树立起华为那样的口碑。[安慰] 小米不容易啊,卖的便宜了还被用户吐槽,小米很好的好不好,我全仓。小米目前被给予了两个标签,一是“互联网”,二是“性价比”。2016年之前,小米建立起”发烧”、“互联网”、”性价比”等字眼,给年轻人留下了很深刻的印象。[哟哟] 但是性价比成功之后,小米开始在做另一件事:撕掉小米“性价比”标签。2020、2021两年大家可以很清楚的看到,小米为了高端化下了多少功夫。具体什么误解呢?雷军总结了一下,有三个:误解一:“小米产品都是中低端的”。他反问,“难道卖得贵才算高端手机吗?”误解二:“小米的产品都是代工的,贴牌的”。他没有否认小米的产品确实是别人代工的,但他说“代工也是一种非常先进的生产模型,大家对代工有误解。”误解三:“小米没有技术”。小米到底有没有技术?他说“这个问题很难直接回答”,他只是举了一个例:“全年1/3的时间,小米手机在全球拍照领域都是世界第一。”根据目前情况,小米的发展将经历四个阶段:第一个阶段,营销主导阶段,这一时期小米无技术可言,外界认为小米是一家营销型公司;第二个阶段,小米初步认识到技术重要性并着手布局研发,但外界仍然认为小米无技术优势;第三个阶段,小米实现局部技术突破,外界开始重新认知小米,并承认它正在向科技公司转型;第四个阶段,小米成为一家举世公认的科技公司。[666] 目前小米处于第二阶段与第三阶段。今晚就是小米技术展现的一个机会,大家可以看看今晚的发布会有哪些产品呢?即将发布的是不是大家心心念念的小米 MIX 4?这些产品是否能够显现出小米技术的发展之路。[哇塞] 小米 MIX发布到现在已经五年了,小米MIX带来了全面屏时代。先后","images":[{"img":"https://static.tigerbbs.com/76916e8bf1bced53ba4c584793f16cb4","width":"248","height":"582"},{"img":"https://static.tigerbbs.com/f867114b283697befe5ff83df319b7b4","width":"688","height":"387"},{"img":"https://static.tigerbbs.com/f8507cdcd3c096d947f12bb21a5c6801","width":"688","height":"688"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896242152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838874246,"gmtCreate":1629387903585,"gmtModify":1629416795611,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838874246","repostId":"894738201","repostType":1,"repost":{"id":894738201,"gmtCreate":1628853300000,"gmtModify":1628896147372,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"暂停中国投资,孙正义在打什么算盘?","htmlText":"马云和孙正义的结缘,来自于一次演讲。 2000年,在古塔的牵针引线下,马云第一次见到了孙正义。凭借诙谐幽默的演讲,马云很快打动了孙正义。当马云介绍阿里巴巴的演讲讲到快6分钟的时候,行事风格直接了当的孙正义打断马云:“停下来,你要多少钱?” 马云一脸疑惑:“我不要钱。” 孙正义也懵了:“你不要钱你来找我做什么?” 马云满不在乎的回答:“又不是我要见你,是古塔让我来见你的。” 马云和孙正义,谁也不服谁,两个人都像某私募大佬说的那样,都是强势的人。 正是这一次戏剧化的见面,让孙正义认准了马云,也成就了历史上最伟大的投资之一。软银投在阿里身上的2000万美金,一度价值2400亿美元,这些股份也曾经帮助软银度过2019年的难关。 但是,时间来到2021年,同样是马云的一次戏演讲,却让阿里和软银同时陷入困境。2020年外滩金融峰会后,蚂蚁金服上市计划被搁置,阿里股价从顶峰下跌40%;此后中国掀起的反垄断审查,让一众互联网公司股价暴跌,其中就包括软银下了重注的滴滴。 8月11日早间,软银总裁孙正义在新闻发布会上表示:“虽然中国仍将是科技与人工智能的创新中心,但在投资方面,我们注意到很多新的监管措施陆续出台,我想再等一段时间,以观察(中国的)监管类型、监管范围、及其对市场的影响。”孙正义预计,其观望期将达一至二年。 孙正义的话有两层意思: 第一,中国仍然是最重要的经济体,是创新中心; 第二,因为监管,所以要暂停新的投资,观察一段时间。 一石激起千层浪,有投资人开始担心外资对待中国的态度。那么,软银为什么要选择在这个时间点暂停投资呢? 假如说是监管问题。其实每年都会有不同的监管政策出台,比如说2013年反腐、2018年对教育、游戏、医药行业的监管,力度都不小,为什么偏偏是这一次监管之后退出呢? 这个可能与软银的商业模式有关系。 软银是一家典型的投资型公司,其成功建立在通过发债获取日本甚至全球","listText":"马云和孙正义的结缘,来自于一次演讲。 2000年,在古塔的牵针引线下,马云第一次见到了孙正义。凭借诙谐幽默的演讲,马云很快打动了孙正义。当马云介绍阿里巴巴的演讲讲到快6分钟的时候,行事风格直接了当的孙正义打断马云:“停下来,你要多少钱?” 马云一脸疑惑:“我不要钱。” 孙正义也懵了:“你不要钱你来找我做什么?” 马云满不在乎的回答:“又不是我要见你,是古塔让我来见你的。” 马云和孙正义,谁也不服谁,两个人都像某私募大佬说的那样,都是强势的人。 正是这一次戏剧化的见面,让孙正义认准了马云,也成就了历史上最伟大的投资之一。软银投在阿里身上的2000万美金,一度价值2400亿美元,这些股份也曾经帮助软银度过2019年的难关。 但是,时间来到2021年,同样是马云的一次戏演讲,却让阿里和软银同时陷入困境。2020年外滩金融峰会后,蚂蚁金服上市计划被搁置,阿里股价从顶峰下跌40%;此后中国掀起的反垄断审查,让一众互联网公司股价暴跌,其中就包括软银下了重注的滴滴。 8月11日早间,软银总裁孙正义在新闻发布会上表示:“虽然中国仍将是科技与人工智能的创新中心,但在投资方面,我们注意到很多新的监管措施陆续出台,我想再等一段时间,以观察(中国的)监管类型、监管范围、及其对市场的影响。”孙正义预计,其观望期将达一至二年。 孙正义的话有两层意思: 第一,中国仍然是最重要的经济体,是创新中心; 第二,因为监管,所以要暂停新的投资,观察一段时间。 一石激起千层浪,有投资人开始担心外资对待中国的态度。那么,软银为什么要选择在这个时间点暂停投资呢? 假如说是监管问题。其实每年都会有不同的监管政策出台,比如说2013年反腐、2018年对教育、游戏、医药行业的监管,力度都不小,为什么偏偏是这一次监管之后退出呢? 这个可能与软银的商业模式有关系。 软银是一家典型的投资型公司,其成功建立在通过发债获取日本甚至全球","text":"马云和孙正义的结缘,来自于一次演讲。 2000年,在古塔的牵针引线下,马云第一次见到了孙正义。凭借诙谐幽默的演讲,马云很快打动了孙正义。当马云介绍阿里巴巴的演讲讲到快6分钟的时候,行事风格直接了当的孙正义打断马云:“停下来,你要多少钱?” 马云一脸疑惑:“我不要钱。” 孙正义也懵了:“你不要钱你来找我做什么?” 马云满不在乎的回答:“又不是我要见你,是古塔让我来见你的。” 马云和孙正义,谁也不服谁,两个人都像某私募大佬说的那样,都是强势的人。 正是这一次戏剧化的见面,让孙正义认准了马云,也成就了历史上最伟大的投资之一。软银投在阿里身上的2000万美金,一度价值2400亿美元,这些股份也曾经帮助软银度过2019年的难关。 但是,时间来到2021年,同样是马云的一次戏演讲,却让阿里和软银同时陷入困境。2020年外滩金融峰会后,蚂蚁金服上市计划被搁置,阿里股价从顶峰下跌40%;此后中国掀起的反垄断审查,让一众互联网公司股价暴跌,其中就包括软银下了重注的滴滴。 8月11日早间,软银总裁孙正义在新闻发布会上表示:“虽然中国仍将是科技与人工智能的创新中心,但在投资方面,我们注意到很多新的监管措施陆续出台,我想再等一段时间,以观察(中国的)监管类型、监管范围、及其对市场的影响。”孙正义预计,其观望期将达一至二年。 孙正义的话有两层意思: 第一,中国仍然是最重要的经济体,是创新中心; 第二,因为监管,所以要暂停新的投资,观察一段时间。 一石激起千层浪,有投资人开始担心外资对待中国的态度。那么,软银为什么要选择在这个时间点暂停投资呢? 假如说是监管问题。其实每年都会有不同的监管政策出台,比如说2013年反腐、2018年对教育、游戏、医药行业的监管,力度都不小,为什么偏偏是这一次监管之后退出呢? 这个可能与软银的商业模式有关系。 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看好。","listText":"英伟达在技术创新和市场领导地位方面的稳固基础,以及AI和数据中心业务的快速增长,为其未来的发展提供了乐观的前景。尽管存在竞争和地缘政治风险,但公司通过持续的研发投入和产品创新,有望继续在技术进步和行业变革中保持领先。 看好。","text":"英伟达在技术创新和市场领导地位方面的稳固基础,以及AI和数据中心业务的快速增长,为其未来的发展提供了乐观的前景。尽管存在竞争和地缘政治风险,但公司通过持续的研发投入和产品创新,有望继续在技术进步和行业变革中保持领先。 看好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338219497230576","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320525005836384,"gmtCreate":1719285805773,"gmtModify":1719289194499,"author":{"id":"3513568955784827","authorId":"3513568955784827","name":"kichy","avatar":"https://static.tigerbbs.com/c07c73822cce2df1e636eab74d02551a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513568955784827","authorIdStr":"3513568955784827"},"themes":[],"title":"竞猜赢虎币 ,寻找实盘收益王","htmlText":"查看详情:<a href=\"https://tigr.link/8Gx6uG\">竞猜赢虎币 ,寻找实盘收益王</a> 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