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投资人简放
用心若镜,不将不迎。微信公众号:简放。
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投资人简放
06-07
$复星国际(00656)$
既然估值低位,那我岂能错过这么好的机会,这时候最适合捡便宜筹码才对[开心]
投资人简放
05-15
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
阿里本地生活经过过去几年的努力,现在已经开始稳了:正UE、高增长、高减亏成为财报标配,距离盈利上岸只差一点点时间。作为本地生活“到家”的中流砥柱,饿了么用户心智还是不错,当前也依旧是涵养生态优势、提升长期价值的最佳机遇期。
投资人简放
03-12
$联想控股(03396)$
我感觉就是涨了还能涨
投资人简放
03-08
$联想控股(03396)$
2023市场整体不景气,联控的压力自然也不小,现在希望龙年行情能好一些
投资人简放
2023-12-12
数据要素拉升了, 今天涨停就是数据要素龙头!
$引力传媒(603598)$
投资人简放
2023-12-12
$海银控股(HYW)$
自其诞生至今,人工智能持续引领着时代的进步,尤其在金融领域,AI技术为数字化发展注入了强大的动力,推动了金融科技公司加快在AI和算力上的战略布局,从而引发了一场金融业的创新浪潮。
投资人简放
2023-11-21
数字化时代,海银控股能够紧跟时代步伐,不断进行创新和开拓,这样的企业才是真正具有远见卓识的企业啊
$海银控股(HYW)$
@三合智能:海银控股荣获时代传媒“年度AI突破创新奖”
投资人简放
2023-09-28
$快手-W(01024)$
为什么快手不涨快手概念在涨,加把劲呀,节前让大家有点肉吃[呆住]
投资人简放
2023-06-15
5G智能控制+一带一路+工程机械+锂电池+智能物流+浙江,回踩5日线可以低吸,先加入自选等!另外还要说个重要信息:外交部宣布,美国国务卿布林肯访华,这个信号对于当前的地缘政治环境来看,我的预期是会出现松动,或对于卡脖子等方向会是利好松动的趋向,可留意下。
$杭叉集团(603298)$
投资人简放
2023-05-31
半导体目前还是可以考虑的,毕竟市场没有其他板块能够上涨了,半导体目前利好较多。
$半导体产品(BK1163)$
投资人简放
2023-05-22
短期不好操作的
@散户研究所:中国芯片反击,拉黑老美芯片巨头!
投资人简放
2023-05-10
目前昆仑万维指数已进入压力区,如果有放量突破或许还有机会。所有现在大家没有必要恐慌,但不可以加仓了,钱留着守着龙头,之后的操作都要多多空仓,不能冲动满仓了。主力最喜欢动不动就满仓的你们,主力赚的钱,都是你们的血汗钱。 技术面:昆仑万维目前属于高位震荡,现在维持在一个非常理想的位置。 浅析:昆仑万维这波上涨主要还是chat GPT,游戏板块等比较活跃,市场关注度高所影响的,整体走势还不错。但在短期里浮动不稳定,在2023年的3月16日收到了深交所的关注函了。短期来看,个股的特续性还是不错的,机会还是挺大的,就是要注意控制好仓位,控制好风险。
$昆仑万维(300418)$
投资人简放
2023-02-15
作为黄金行业龙头,业绩持续稳步增长。产品端不断突破,未来将继续深入发展培育钻石产品,有望进一步提升整体盈利
$中国黄金(600916)$
投资人简放
2023-02-15
欧洲2035禁售燃油车,又要开始炒新能源车了?
$上证指数(000001.SH)$
投资人简放
2022-07-28
$联想集团(00992)$
美股加息落地,对港股恒指大利好,联想又传出招聘汽车人才的消息,经历4-6月调整期,国庆反转,这是要上8的节奏啊,早盘估计要开始抢筹码了。
投资人简放
2022-07-11
$联想集团(00992)$
联想集团出口了?都有外媒采访了,我看了新闻,说的还不赖,非PC业务表现很强势啊,那句“我们从未经历过芯片级的供应链中断”莫名有种骄傲呢,中国就是这么厉害,联想在发光。
投资人简放
2022-07-04
$联想集团(00992)$
前两天关注到了联想的ThinkPad笔记本新品发布会,联想在混合办公模式方面是有深度洞察的,这次的笔记本能给工作效率带来质的提升,这点很期待
投资人简放
2022-06-30
$1药网(YI)$
总会轮动到互联网医药板块吧
投资人简放
2022-06-30
$联想集团(00992)$
数字化转型正成为推动教育现代化建设与高质量发展的重要引警和关键特征。作为新服务厂商,联想通过IT底层技术变革,智能设备、基础设施和方案服务的3S全栈服务能力等,能直接推动教育数字化进程。新IT的服务场景非常丰富了。
投资人简放
2022-05-30
$联想集团(00992)$
联想集团主营业务全线盈利,多项数据再创新高,这是妥妥的绩优股。
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就在昨天,由于美光的产品影响了我们国家的安全,中国拉黑了恶行累累的美光芯片,所有国内运营者都需要停止麦美光的产品,可真应了那句话,真的是多行不义必自毙啊,应该没有人忘记它对我们国家芯片额恶行吧。 2017年美光向美国法院控告中国福建普华公司和联电,它说联电窃取知识产权并交给了福建普华,原本这只是一场简单的民事案件,却让美国上升到了新高度!“国家安全”高度开看待这个问题,最终,联电和福建普华都遭到了重大的打击,当然还有,美光也曾阻止中芯国际获得一笔6.5亿美元的贷款,来阻碍中芯国际发展,可以说此举是“恶心他爸找他妈,恶心到家了”,另外去年10月美光限制向中国出货半导体相关设备,来影响长江存储、长鑫存储技术升级和产能严重受到了影响,这背后一定有人在撑腰,壮大了美光的士气,如果不能及时给予反击,后果不堪设想,然后美光还像美国告密,并说:长江存储向华为供货,后来这事大家都知道了,美国把长江存储、长鑫存储都相继拉入了黑名单! 不过问题是,咱们拉黑了美光之后,对国内产业链影响大吗,其实现在对美光动手的时机把我恰到好处,为什么呢?因为现在正处于一个产业的低谷期,需求也并不是特别的旺盛,另外我国的存储芯片有了很大的提升,这次审查也是利好国内的存储器厂商的,尤其是上游半导体设备,材料等这些国产替代,会加速发展。 不过我也要说上那么一句,今年以来,一直都是较为看好半导体板块,但是短线的还是不要追了,已经很高了,后续下来可以根据市场和价格问题再来综合考虑上车问题,下面是相关的标的:北方华创、华亚职能、长川科技、富乐德、联动科技、金海通、至纯科技、中微公司、芯源微、盛美上海等 <a href=\"https://laohu8.com/S/159813\">$芯片(159813)$</a> <","listText":"真是万万没想到,中国芯片给了老美一个暴击!拉黑了全球第五的存储巨头美光公司,国产芯片正在迎来一个布局的好时机? 就在昨天,由于美光的产品影响了我们国家的安全,中国拉黑了恶行累累的美光芯片,所有国内运营者都需要停止麦美光的产品,可真应了那句话,真的是多行不义必自毙啊,应该没有人忘记它对我们国家芯片额恶行吧。 2017年美光向美国法院控告中国福建普华公司和联电,它说联电窃取知识产权并交给了福建普华,原本这只是一场简单的民事案件,却让美国上升到了新高度!“国家安全”高度开看待这个问题,最终,联电和福建普华都遭到了重大的打击,当然还有,美光也曾阻止中芯国际获得一笔6.5亿美元的贷款,来阻碍中芯国际发展,可以说此举是“恶心他爸找他妈,恶心到家了”,另外去年10月美光限制向中国出货半导体相关设备,来影响长江存储、长鑫存储技术升级和产能严重受到了影响,这背后一定有人在撑腰,壮大了美光的士气,如果不能及时给予反击,后果不堪设想,然后美光还像美国告密,并说:长江存储向华为供货,后来这事大家都知道了,美国把长江存储、长鑫存储都相继拉入了黑名单! 不过问题是,咱们拉黑了美光之后,对国内产业链影响大吗,其实现在对美光动手的时机把我恰到好处,为什么呢?因为现在正处于一个产业的低谷期,需求也并不是特别的旺盛,另外我国的存储芯片有了很大的提升,这次审查也是利好国内的存储器厂商的,尤其是上游半导体设备,材料等这些国产替代,会加速发展。 不过我也要说上那么一句,今年以来,一直都是较为看好半导体板块,但是短线的还是不要追了,已经很高了,后续下来可以根据市场和价格问题再来综合考虑上车问题,下面是相关的标的:北方华创、华亚职能、长川科技、富乐德、联动科技、金海通、至纯科技、中微公司、芯源微、盛美上海等 <a href=\"https://laohu8.com/S/159813\">$芯片(159813)$</a> <","text":"真是万万没想到,中国芯片给了老美一个暴击!拉黑了全球第五的存储巨头美光公司,国产芯片正在迎来一个布局的好时机? 就在昨天,由于美光的产品影响了我们国家的安全,中国拉黑了恶行累累的美光芯片,所有国内运营者都需要停止麦美光的产品,可真应了那句话,真的是多行不义必自毙啊,应该没有人忘记它对我们国家芯片额恶行吧。 2017年美光向美国法院控告中国福建普华公司和联电,它说联电窃取知识产权并交给了福建普华,原本这只是一场简单的民事案件,却让美国上升到了新高度!“国家安全”高度开看待这个问题,最终,联电和福建普华都遭到了重大的打击,当然还有,美光也曾阻止中芯国际获得一笔6.5亿美元的贷款,来阻碍中芯国际发展,可以说此举是“恶心他爸找他妈,恶心到家了”,另外去年10月美光限制向中国出货半导体相关设备,来影响长江存储、长鑫存储技术升级和产能严重受到了影响,这背后一定有人在撑腰,壮大了美光的士气,如果不能及时给予反击,后果不堪设想,然后美光还像美国告密,并说:长江存储向华为供货,后来这事大家都知道了,美国把长江存储、长鑫存储都相继拉入了黑名单! 不过问题是,咱们拉黑了美光之后,对国内产业链影响大吗,其实现在对美光动手的时机把我恰到好处,为什么呢?因为现在正处于一个产业的低谷期,需求也并不是特别的旺盛,另外我国的存储芯片有了很大的提升,这次审查也是利好国内的存储器厂商的,尤其是上游半导体设备,材料等这些国产替代,会加速发展。 不过我也要说上那么一句,今年以来,一直都是较为看好半导体板块,但是短线的还是不要追了,已经很高了,后续下来可以根据市场和价格问题再来综合考虑上车问题,下面是相关的标的:北方华创、华亚职能、长川科技、富乐德、联动科技、金海通、至纯科技、中微公司、芯源微、盛美上海等 $芯片(159813)$ <","images":[{"img":"https://static.tigerbbs.com/d4817db6492ce993a8a09d2dab8c8c11","width":"535","height":"324"},{"img":"https://static.tigerbbs.com/3362e600929859f24a63612499057433","width":"507","height":"339"},{"img":"https://static.tigerbbs.com/ab7f0670ebea89bba0852b9d6d6ae7d7","width":"529","height":"382"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652532765","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656679498,"gmtCreate":1683700865014,"gmtModify":1683700868471,"author":{"id":"3545134475140385","authorId":"3545134475140385","name":"投资人简放","avatar":"https://static.tigerbbs.com/f7f7ecb9f455ec79bcd0fd092462d83e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545134475140385","authorIdStr":"3545134475140385"},"themes":[],"htmlText":"目前昆仑万维指数已进入压力区,如果有放量突破或许还有机会。所有现在大家没有必要恐慌,但不可以加仓了,钱留着守着龙头,之后的操作都要多多空仓,不能冲动满仓了。主力最喜欢动不动就满仓的你们,主力赚的钱,都是你们的血汗钱。 技术面:昆仑万维目前属于高位震荡,现在维持在一个非常理想的位置。 浅析:昆仑万维这波上涨主要还是chat GPT,游戏板块等比较活跃,市场关注度高所影响的,整体走势还不错。但在短期里浮动不稳定,在2023年的3月16日收到了深交所的关注函了。短期来看,个股的特续性还是不错的,机会还是挺大的,就是要注意控制好仓位,控制好风险。 <a target=\"_blank\" href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a>","listText":"目前昆仑万维指数已进入压力区,如果有放量突破或许还有机会。所有现在大家没有必要恐慌,但不可以加仓了,钱留着守着龙头,之后的操作都要多多空仓,不能冲动满仓了。主力最喜欢动不动就满仓的你们,主力赚的钱,都是你们的血汗钱。 技术面:昆仑万维目前属于高位震荡,现在维持在一个非常理想的位置。 浅析:昆仑万维这波上涨主要还是chat GPT,游戏板块等比较活跃,市场关注度高所影响的,整体走势还不错。但在短期里浮动不稳定,在2023年的3月16日收到了深交所的关注函了。短期来看,个股的特续性还是不错的,机会还是挺大的,就是要注意控制好仓位,控制好风险。 <a target=\"_blank\" href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a>","text":"目前昆仑万维指数已进入压力区,如果有放量突破或许还有机会。所有现在大家没有必要恐慌,但不可以加仓了,钱留着守着龙头,之后的操作都要多多空仓,不能冲动满仓了。主力最喜欢动不动就满仓的你们,主力赚的钱,都是你们的血汗钱。 技术面:昆仑万维目前属于高位震荡,现在维持在一个非常理想的位置。 浅析:昆仑万维这波上涨主要还是chat GPT,游戏板块等比较活跃,市场关注度高所影响的,整体走势还不错。但在短期里浮动不稳定,在2023年的3月16日收到了深交所的关注函了。短期来看,个股的特续性还是不错的,机会还是挺大的,就是要注意控制好仓位,控制好风险。 $昆仑万维(300418)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656679498","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625638445,"gmtCreate":1676426937988,"gmtModify":1676426939480,"author":{"id":"3545134475140385","authorId":"3545134475140385","name":"投资人简放","avatar":"https://static.tigerbbs.com/f7f7ecb9f455ec79bcd0fd092462d83e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545134475140385","authorIdStr":"3545134475140385"},"themes":[],"htmlText":"作为黄金行业龙头,业绩持续稳步增长。产品端不断突破,未来将继续深入发展培育钻石产品,有望进一步提升整体盈利<a target=\"_blank\" href=\"https://laohu8.com/S/600916\">$中国黄金(600916)$ </a>","listText":"作为黄金行业龙头,业绩持续稳步增长。产品端不断突破,未来将继续深入发展培育钻石产品,有望进一步提升整体盈利<a target=\"_blank\" href=\"https://laohu8.com/S/600916\">$中国黄金(600916)$ </a>","text":"作为黄金行业龙头,业绩持续稳步增长。产品端不断突破,未来将继续深入发展培育钻石产品,有望进一步提升整体盈利$中国黄金(600916)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625638445","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625631769,"gmtCreate":1676426478251,"gmtModify":1676426479324,"author":{"id":"3545134475140385","authorId":"3545134475140385","name":"投资人简放","avatar":"https://static.tigerbbs.com/f7f7ecb9f455ec79bcd0fd092462d83e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545134475140385","authorIdStr":"3545134475140385"},"themes":[],"htmlText":"欧洲2035禁售燃油车,又要开始炒新能源车了?<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","listText":"欧洲2035禁售燃油车,又要开始炒新能源车了?<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","text":"欧洲2035禁售燃油车,又要开始炒新能源车了?$上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625631769","isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682687353,"gmtCreate":1658972255277,"gmtModify":1658972255277,"author":{"id":"3545134475140385","authorId":"3545134475140385","name":"投资人简放","avatar":"https://static.tigerbbs.com/f7f7ecb9f455ec79bcd0fd092462d83e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545134475140385","authorIdStr":"3545134475140385"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>美股加息落地,对港股恒指大利好,联想又传出招聘汽车人才的消息,经历4-6月调整期,国庆反转,这是要上8的节奏啊,早盘估计要开始抢筹码了。","listText":"<a target=\"_blank\" 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