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一牛一熊话谓道
11-19 11:28
Q4的情况现在基本能看出来了,小米15卖爆了,小米汽车月生产交付稳定2W+,没啥可担心的
$小米集团-W(01810)$
$小米集团-WR(81810)$
一牛一熊话谓道
04-14
$BITFUFU INC(FUFU)$
$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$
看了BitFuFu的财报,真心觉得这家公司值得投资![强]
一牛一熊话谓道
03-02
$BITFUFU INC(FUFU)$
$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$
BitFuFu纳斯达克上市,BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元,并在持续增长,2023年上半年已达到1.342亿美元。
一牛一熊话谓道
2023-05-26
那么个人认为,如果指数出现的日线级别的底背离(目前一次底背离,两小时价格二次底背离),且指数下探3150附近,很有可能就要有政策出来救市了,从估值水平来看,上证目前处于历史极端估值水平的50%,创业板甚至接近历史极端固执水平,而反观其他日经纳斯达克甚至印度等都是新高近新高的,我们来看创业板综指,他是几乎创不出新低的,这也是前段时间为什么让大家去看创业板的小票的原因,尤其是大家可以看到目前的监管环境已经放松了,对于妖股停牌的管控基本放开了,原本我们预期调整两周的空间三天跌完,那么我们相信面对地产大金融的系统性风险和大盘崩盘式下跌以及汇率的不断贬值,最近,尤其是周末,很有可能会出放水的政策,而且大概率是yh自身上杠杆,我们国家的杠杆水平平均在30%附近,相比欧美还有很高的水平,我们可以拭目以待。
$中油资本(000617)$
一牛一熊话谓道
2021-09-30
$Yalla Group(YALA)$
涨多了会跌,跌久了会涨,这是股市万年不变的规律。国庆前A股不少好公司已经从跌跌不休中走出来,涨了一波,可惜国庆不能搞,不过可以趁机埋伏一波美股这边的好公司。观察yalla一段时间,也研究了下他们家的产品,公司是好公司,只不过这大半年没啥风口所以跌了这么久,好在29日放量成交,是个信号,可以逐步建仓开搞啦~~
一牛一熊话谓道
10-28
$地平线机器人-W(09660)$
$恒生指数(HSI)$
成立于2015年的地平线,在上市之前就是资本市场的“香饽饽”。现在的行情我觉得是为了资本市场更好的收集筹码,所以打新成功的朋友现在一定不能着急,不出意外,两三天之内必有一波大牛行情。
一牛一熊话谓道
2021-01-27
$趣头条(QTT)$
有时候要懂得坚持的贵重
一牛一熊话谓道
10-28
$特斯拉(TSLA)$
还是蛮给力的,继续~
一牛一熊话谓道
2021-08-12
$百度(BIDU)$
“硬科技”时代,找准投资节奏,长线看好这股,价值投资标的
@胖虎福利:【有奖互动】百度世界大会黑科技密集发布,智能大时代近在眼前?
一牛一熊话谓道
2021-08-12
$趣头条(QTT)$
近期中概股回暖,可建仓
一牛一熊话谓道
2020-09-10
$趣头条(QTT)$
先加一波仓!冲到3
一牛一熊话谓道
2023-02-15
$中远海控(601919)$
世界并不太平,假设大战爆发,海运直接受阻。你们还期望海运受益?
一牛一熊话谓道
2022-08-10
感觉其实中概股还能坚持
$爱奇艺(IQ)$
$京东(JD)$
$海银控股(HYW)$
一牛一熊话谓道
2022-08-01
$柠萌影视(09857)$
柠萌影视2021年的业绩就不错,经调整净利润为2.8亿,同比增长15%,2022一季度经调整净利润为8149.1万,更是同比增长219.88%,发展势头很好,业绩还有望持续增厚
一牛一熊话谓道
2021-07-28
$趣头条(QTT)$
有多少人低价进场的?
一牛一熊话谓道
2022-12-02
$联想集团(00992)$
自从智慧办公被提出来,模式一直在进化,联想集团在创新科技大会元宇宙的创新,又一次重塑智慧办公新未来,对未来智能办公的场景真是充满了想象。
一牛一熊话谓道
2022-03-30
$36氪(KRKR)$
还不错
一牛一熊话谓道
2021-05-26
$趣头条(QTT)$
上涨行情是开启了吗?
一牛一熊话谓道
2021-04-26
$联想集团(00992)$
联想集团在硬件板块中算是很热门的股票,全球个人电脑需求强劲,预期联想的市场份额可望提升,近期股价涨势有所放缓,50天均线仍有支撑,看好的投资者可在11左右位稍作补仓。
一牛一熊话谓道
2021-04-01
$联想集团(00992)$
4月来袭,你更好看哪只科技股?3月恒生科技指数成分股2021年首季表现龙虎榜已出,联想强势上涨51%,快手上市翻倍,4月你更期待谁的表现?是PC老大联想重整雄风还是快手上市崛起?
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>才涨这么点?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>才涨这么点?","text":"$英伟达(NVDA)$才涨这么点?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364836396118312","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364836598292752,"gmtCreate":1730081537545,"gmtModify":1730081539154,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还是蛮给力的,继续~","listText":"<a 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"联想天禧生态已经引入超过1000款AI应用,帮助联想AI PC在市场上获得一定的地位和竞争力了,我感觉联想AI的价值远不止这些。 $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338762043330720","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326295056994344,"gmtCreate":1720663369494,"gmtModify":1720663371528,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"说到新质生产力,AI就是当下重要的增长引擎之一,主要也是体现在智能化升级、融合赋能、优化资源配置、创新驱动发展、决策能力提升,这么看,联想集团不是新质生产力的有力实践者嘛? <a 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嘀嗒出行认购火热:市场对其独特价值的高度认可 资本市场是感性的,容易被故事所打动,愿意为美好的故事买单。同时也是理性的,特别是 香港以机构投资者为主,如果这些投资者觉得嘀嗒不符合他们的预期,就会降低对嘀嗒出行 的认购估值,从而影响其募集资金的金额。 相反,现在认购火热,各平台预测的认购情况,均显示超百倍认购,恰恰说明市场认可嘀嗒的价值。如果说中段定价6元后,市值为60亿港币,刚好在港股通门槛之上。再加绿鞋机制护盘,明眼人一下就可以看到dida的目标是6月底要冲刺港股通。结合未来业绩预测,股价增长空间大。 融资方面,除了蔚来、易车、IDG资本、崇德资本、高瓴资本、京东、携程等一众大佬,本次香港公开发售390.95万股,平台显示预计超额认购了200多倍,资金的火热,恰恰说明市场认可嘀嗒的价值,中签通知大家应该也看到了,中签率的话大概是二十中一,基本符合市场上的预期。 接下来就是等暗盘怎么走了,个人觉得大概率是有肉吃的,要稳住!理由有四: 1、市场消息显示定价6元,选择中间定价,符合港股通标准,直接先来个港股通预期; 2、绿鞋机制,建立在港股通的预期之上,基本排除了破发的可能性,破发基本上就不能满足港股通的标准,确保了较高的盈亏比; 3、顺风车领域还没有上市可以对比的标的,稀缺性打满,共享出行第一股的故事值得一搏。 4、基本面优秀,可持续的盈利能力以及顺风车行业未来的空间足以支持嘀嗒的股价长期向上。 尤其是出色的基本面和顺风车市场未来的故事,是可以支持做嘀嗒长期股东的,","listText":"资本市场是对故事有所钟爱的温床,在出行市场,你方唱罢我登场,传统出租车、网约车的故事讲的差不多了,轮到顺风车登台表演。 顺风车平台巨头嘀嗒出行今年3月再次向港交所递交主板上市申请,6月20日,专注顺风车和出租车数字化转型的嘀嗒出行正式启动IPO公开招股,并将在6月28日在港交所上市,嘀嗒出行也来到了新的发展阶段。 嘀嗒出行认购火热:市场对其独特价值的高度认可 资本市场是感性的,容易被故事所打动,愿意为美好的故事买单。同时也是理性的,特别是 香港以机构投资者为主,如果这些投资者觉得嘀嗒不符合他们的预期,就会降低对嘀嗒出行 的认购估值,从而影响其募集资金的金额。 相反,现在认购火热,各平台预测的认购情况,均显示超百倍认购,恰恰说明市场认可嘀嗒的价值。如果说中段定价6元后,市值为60亿港币,刚好在港股通门槛之上。再加绿鞋机制护盘,明眼人一下就可以看到dida的目标是6月底要冲刺港股通。结合未来业绩预测,股价增长空间大。 融资方面,除了蔚来、易车、IDG资本、崇德资本、高瓴资本、京东、携程等一众大佬,本次香港公开发售390.95万股,平台显示预计超额认购了200多倍,资金的火热,恰恰说明市场认可嘀嗒的价值,中签通知大家应该也看到了,中签率的话大概是二十中一,基本符合市场上的预期。 接下来就是等暗盘怎么走了,个人觉得大概率是有肉吃的,要稳住!理由有四: 1、市场消息显示定价6元,选择中间定价,符合港股通标准,直接先来个港股通预期; 2、绿鞋机制,建立在港股通的预期之上,基本排除了破发的可能性,破发基本上就不能满足港股通的标准,确保了较高的盈亏比; 3、顺风车领域还没有上市可以对比的标的,稀缺性打满,共享出行第一股的故事值得一搏。 4、基本面优秀,可持续的盈利能力以及顺风车行业未来的空间足以支持嘀嗒的股价长期向上。 尤其是出色的基本面和顺风车市场未来的故事,是可以支持做嘀嗒长期股东的,","text":"资本市场是对故事有所钟爱的温床,在出行市场,你方唱罢我登场,传统出租车、网约车的故事讲的差不多了,轮到顺风车登台表演。 顺风车平台巨头嘀嗒出行今年3月再次向港交所递交主板上市申请,6月20日,专注顺风车和出租车数字化转型的嘀嗒出行正式启动IPO公开招股,并将在6月28日在港交所上市,嘀嗒出行也来到了新的发展阶段。 嘀嗒出行认购火热:市场对其独特价值的高度认可 资本市场是感性的,容易被故事所打动,愿意为美好的故事买单。同时也是理性的,特别是 香港以机构投资者为主,如果这些投资者觉得嘀嗒不符合他们的预期,就会降低对嘀嗒出行 的认购估值,从而影响其募集资金的金额。 相反,现在认购火热,各平台预测的认购情况,均显示超百倍认购,恰恰说明市场认可嘀嗒的价值。如果说中段定价6元后,市值为60亿港币,刚好在港股通门槛之上。再加绿鞋机制护盘,明眼人一下就可以看到dida的目标是6月底要冲刺港股通。结合未来业绩预测,股价增长空间大。 融资方面,除了蔚来、易车、IDG资本、崇德资本、高瓴资本、京东、携程等一众大佬,本次香港公开发售390.95万股,平台显示预计超额认购了200多倍,资金的火热,恰恰说明市场认可嘀嗒的价值,中签通知大家应该也看到了,中签率的话大概是二十中一,基本符合市场上的预期。 接下来就是等暗盘怎么走了,个人觉得大概率是有肉吃的,要稳住!理由有四: 1、市场消息显示定价6元,选择中间定价,符合港股通标准,直接先来个港股通预期; 2、绿鞋机制,建立在港股通的预期之上,基本排除了破发的可能性,破发基本上就不能满足港股通的标准,确保了较高的盈亏比; 3、顺风车领域还没有上市可以对比的标的,稀缺性打满,共享出行第一股的故事值得一搏。 4、基本面优秀,可持续的盈利能力以及顺风车行业未来的空间足以支持嘀嗒的股价长期向上。 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target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>今个咋回事?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>今个咋回事?","text":"$腾讯控股(00700)$ 今个咋回事?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320169930788920","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315608046850216,"gmtCreate":1718083575984,"gmtModify":1718083577248,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"今天完全是被大盘拖累了[捂脸]<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","listText":"今天完全是被大盘拖累了[捂脸]<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","text":"今天完全是被大盘拖累了[捂脸]$复星国际(00656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315608046850216","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311684591042568,"gmtCreate":1717120806783,"gmtModify":1717120808584,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"从财报中可以发现,AI已经成了联想未来业绩的重要砝码,个人觉得AI PC和AI服务器的增长,可以支撑联想集团的价值重估。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"从财报中可以发现,AI已经成了联想未来业绩的重要砝码,个人觉得AI PC和AI服务器的增长,可以支撑联想集团的价值重估。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"从财报中可以发现,AI已经成了联想未来业绩的重要砝码,个人觉得AI PC和AI服务器的增长,可以支撑联想集团的价值重估。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311684591042568","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306060695327040,"gmtCreate":1715756530414,"gmtModify":1715756531970,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a> 算力、数据、模型与场景是阿里的优势,这些优势集结之下,是可以实现更加精准的广告投放和精细化的用户画像的。阿里在本地生活,也就是饿了么和高德上,其实也可以利用这些优势打造出一些更加差异化的竞争优势,继续加速增长。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a> 算力、数据、模型与场景是阿里的优势,这些优势集结之下,是可以实现更加精准的广告投放和精细化的用户画像的。阿里在本地生活,也就是饿了么和高德上,其实也可以利用这些优势打造出一些更加差异化的竞争优势,继续加速增长。","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 算力、数据、模型与场景是阿里的优势,这些优势集结之下,是可以实现更加精准的广告投放和精细化的用户画像的。阿里在本地生活,也就是饿了么和高德上,其实也可以利用这些优势打造出一些更加差异化的竞争优势,继续加速增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306060695327040","repostId":"306057471791392","repostType":1,"repost":{"id":306057471791392,"gmtCreate":1715755741527,"gmtModify":1715760389384,"author":{"id":"3536788665288456","authorId":"3536788665288456","name":"Patrick波波","avatar":"https://static.tigerbbs.com/b106b0e98b3ae9ddc6740fb237655761","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536788665288456","authorIdStr":"3536788665288456"},"themes":[],"title":"阿里FY2024财报解读: 本地生活年收入来到600亿level","htmlText":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","listText":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","text":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","images":[{"img":"https://static.tigerbbs.com/d49155dc8138c0d25cca256c9db80119","width":"831","height":"567"},{"img":"https://static.tigerbbs.com/e73fda7b35ae70059479337526ec903a","width":"831","height":"416"},{"img":"https://static.tigerbbs.com/bd191d580dbab83b3de02f1aa6caf39b","width":"830","height":"554"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306057471791392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295102192509224,"gmtCreate":1713059575896,"gmtModify":1713063765470,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报,真心觉得这家公司值得投资![强]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报,真心觉得这家公司值得投资![强]","text":"$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ 看了BitFuFu的财报,真心觉得这家公司值得投资![强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295102192509224","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294164728611104,"gmtCreate":1712840584654,"gmtModify":1712840586274,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"惊人的增长!BitFuFu 云算力服务收入飙升79.1%,达到1.8亿美元!","listText":"惊人的增长!BitFuFu 云算力服务收入飙升79.1%,达到1.8亿美元!","text":"惊人的增长!BitFuFu 云算力服务收入飙升79.1%,达到1.8亿美元!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294164728611104","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281941920374872,"gmtCreate":1709861860864,"gmtModify":1709861862377,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"PC市场的复苏和AI PC新产品的发布会不断催化联想集团业绩修复,联想集团盈利能力已经连续两个季度环比改善值得注意的是,周期反转之际往往伴随着较强的利润和估值弹性。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"PC市场的复苏和AI PC新产品的发布会不断催化联想集团业绩修复,联想集团盈利能力已经连续两个季度环比改善值得注意的是,周期反转之际往往伴随着较强的利润和估值弹性。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"PC市场的复苏和AI PC新产品的发布会不断催化联想集团业绩修复,联想集团盈利能力已经连续两个季度环比改善值得注意的是,周期反转之际往往伴随着较强的利润和估值弹性。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281941920374872","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279939251466296,"gmtCreate":1709352354209,"gmtModify":1709356121845,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>BitFuFu纳斯达克上市,BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元,并在持续增长,2023年上半年已达到1.342亿美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>BitFuFu纳斯达克上市,BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元,并在持续增长,2023年上半年已达到1.342亿美元。","text":"$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ BitFuFu纳斯达克上市,BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元,并在持续增长,2023年上半年已达到1.342亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279939251466296","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276703970644152,"gmtCreate":1708583199151,"gmtModify":1708583200150,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"计算和存储业务难道会是联想的下一个增长曲线?<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"计算和存储业务难道会是联想的下一个增长曲线?<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"计算和存储业务难道会是联想的下一个增长曲线?$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276703970644152","repostId":"276697964269864","repostType":1,"repost":{"id":276697964269864,"gmtCreate":1708581660096,"gmtModify":1708583403310,"author":{"id":"4142387726428250","authorId":"4142387726428250","name":"项公观察","avatar":"https://static.tigerbbs.com/f570e5c7c8865b540a40845f042ec2f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142387726428250","authorIdStr":"4142387726428250"},"themes":[],"title":"联想集团(00992)ISG连续环比增长:计算和存储需求旺盛","htmlText":"2月22日,联想集团(00992)公布第三财季业绩,整体营收1136亿人民币,同比增长3%,净利润近26亿人民币,盈利能力连续两个季度实现环比改善。 其中,ISG基础设施方案业务集团在关键云和企业客户的订单复苏以及多个增长型产品的创纪录销售的支持下,尽管与去年表现最好的季度相比,由于高基数效应使收入录得同比下降,但按季仍增长24%。 第三财季,ISG基础设施方案业务集团营收连续第二个季度实现了环比增长。由于头部云厂商和新兴客户的旺盛需求,推动了计算和存储需求增长,存储、软件和服务的营收总和达到创纪录的74亿人民币。边缘计算营收同比增长12%,连续11个季度保持增长。在存储设备和人工智能基础设施市场,联想稳固保持了全球第三的地位。在高性能计算方面,联想继续位居全球TOP500和Green100 第一名。 在全球范围内,联想已建立全面的产品线,包括支持大模型推理的AI边缘产品,支持大模型训练、推理、训推一体的AI服务器、存储等,以及高性能计算等。同时,具备了构建智算中心的自研及服务能力。联想异构智算平台,可以根据客户对不同规模算力的需求,匹配最优的算力基础设施,并对整体算力进行池化和性能优化。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"2月22日,联想集团(00992)公布第三财季业绩,整体营收1136亿人民币,同比增长3%,净利润近26亿人民币,盈利能力连续两个季度实现环比改善。 其中,ISG基础设施方案业务集团在关键云和企业客户的订单复苏以及多个增长型产品的创纪录销售的支持下,尽管与去年表现最好的季度相比,由于高基数效应使收入录得同比下降,但按季仍增长24%。 第三财季,ISG基础设施方案业务集团营收连续第二个季度实现了环比增长。由于头部云厂商和新兴客户的旺盛需求,推动了计算和存储需求增长,存储、软件和服务的营收总和达到创纪录的74亿人民币。边缘计算营收同比增长12%,连续11个季度保持增长。在存储设备和人工智能基础设施市场,联想稳固保持了全球第三的地位。在高性能计算方面,联想继续位居全球TOP500和Green100 第一名。 在全球范围内,联想已建立全面的产品线,包括支持大模型推理的AI边缘产品,支持大模型训练、推理、训推一体的AI服务器、存储等,以及高性能计算等。同时,具备了构建智算中心的自研及服务能力。联想异构智算平台,可以根据客户对不同规模算力的需求,匹配最优的算力基础设施,并对整体算力进行池化和性能优化。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"2月22日,联想集团(00992)公布第三财季业绩,整体营收1136亿人民币,同比增长3%,净利润近26亿人民币,盈利能力连续两个季度实现环比改善。 其中,ISG基础设施方案业务集团在关键云和企业客户的订单复苏以及多个增长型产品的创纪录销售的支持下,尽管与去年表现最好的季度相比,由于高基数效应使收入录得同比下降,但按季仍增长24%。 第三财季,ISG基础设施方案业务集团营收连续第二个季度实现了环比增长。由于头部云厂商和新兴客户的旺盛需求,推动了计算和存储需求增长,存储、软件和服务的营收总和达到创纪录的74亿人民币。边缘计算营收同比增长12%,连续11个季度保持增长。在存储设备和人工智能基础设施市场,联想稳固保持了全球第三的地位。在高性能计算方面,联想继续位居全球TOP500和Green100 第一名。 在全球范围内,联想已建立全面的产品线,包括支持大模型推理的AI边缘产品,支持大模型训练、推理、训推一体的AI服务器、存储等,以及高性能计算等。同时,具备了构建智算中心的自研及服务能力。联想异构智算平台,可以根据客户对不同规模算力的需求,匹配最优的算力基础设施,并对整体算力进行池化和性能优化。 $联想集团(00992)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276697964269864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268520049422600,"gmtCreate":1706579472353,"gmtModify":1706579474138,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"空间计算的崛起,XR设备东风或可再起,挖掘一只XR设备潜力标的,XR设备不止有苹果的Vision Pro,联想集团作为全球领先的智能设备和算力厂商,在AR/VR 赛道已布局多年,借助AR/VR技术,靶向B端,并持续赋能制造、医疗、教育等多个领域,已成为to B元宇宙AR/VR赛道的实力玩家。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"空间计算的崛起,XR设备东风或可再起,挖掘一只XR设备潜力标的,XR设备不止有苹果的Vision Pro,联想集团作为全球领先的智能设备和算力厂商,在AR/VR 赛道已布局多年,借助AR/VR技术,靶向B端,并持续赋能制造、医疗、教育等多个领域,已成为to B元宇宙AR/VR赛道的实力玩家。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"空间计算的崛起,XR设备东风或可再起,挖掘一只XR设备潜力标的,XR设备不止有苹果的Vision Pro,联想集团作为全球领先的智能设备和算力厂商,在AR/VR 赛道已布局多年,借助AR/VR技术,靶向B端,并持续赋能制造、医疗、教育等多个领域,已成为to 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今晚能反超不?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252024947568712","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243761986879768,"gmtCreate":1700532023042,"gmtModify":1700532024053,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137555819498","authorIdStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>这个位置能抄底吗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>这个位置能抄底吗","text":"$阿里巴巴-SW(09988)$ 这个位置能抄底吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243761986879768","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":372519983071640,"gmtCreate":1731986927569,"gmtModify":1731986929317,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"Q4的情况现在基本能看出来了,小米15卖爆了,小米汽车月生产交付稳定2W+,没啥可担心的 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/81810\">$小米集团-WR(81810)$</a>","listText":"Q4的情况现在基本能看出来了,小米15卖爆了,小米汽车月生产交付稳定2W+,没啥可担心的 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/81810\">$小米集团-WR(81810)$</a>","text":"Q4的情况现在基本能看出来了,小米15卖爆了,小米汽车月生产交付稳定2W+,没啥可担心的 $小米集团-W(01810)$ $小米集团-WR(81810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372519983071640","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295102192509224,"gmtCreate":1713059575896,"gmtModify":1713063765470,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报,真心觉得这家公司值得投资![强]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报,真心觉得这家公司值得投资![强]","text":"$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ 看了BitFuFu的财报,真心觉得这家公司值得投资![强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295102192509224","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279939251466296,"gmtCreate":1709352354209,"gmtModify":1709356121845,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>BitFuFu纳斯达克上市,BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元,并在持续增长,2023年上半年已达到1.342亿美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>BitFuFu纳斯达克上市,BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元,并在持续增长,2023年上半年已达到1.342亿美元。","text":"$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ BitFuFu纳斯达克上市,BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元,并在持续增长,2023年上半年已达到1.342亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279939251466296","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655955185,"gmtCreate":1685090629147,"gmtModify":1685090790315,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"那么个人认为,如果指数出现的日线级别的底背离(目前一次底背离,两小时价格二次底背离),且指数下探3150附近,很有可能就要有政策出来救市了,从估值水平来看,上证目前处于历史极端估值水平的50%,创业板甚至接近历史极端固执水平,而反观其他日经纳斯达克甚至印度等都是新高近新高的,我们来看创业板综指,他是几乎创不出新低的,这也是前段时间为什么让大家去看创业板的小票的原因,尤其是大家可以看到目前的监管环境已经放松了,对于妖股停牌的管控基本放开了,原本我们预期调整两周的空间三天跌完,那么我们相信面对地产大金融的系统性风险和大盘崩盘式下跌以及汇率的不断贬值,最近,尤其是周末,很有可能会出放水的政策,而且大概率是yh自身上杠杆,我们国家的杠杆水平平均在30%附近,相比欧美还有很高的水平,我们可以拭目以待。 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