+关注
年年有于姨
暂无个人介绍
IP属地:安徽
86
关注
4
粉丝
6
主题
0
勋章
主贴
热门
年年有于姨
2024-12-28
已阅
年年有于姨
2024-12-28
巳阅
@Gina_Xu:从投行Jefferies的最新研报,看2025年AI软件股机会!
年年有于姨
2024-12-27
巳阅
年年有于姨
2024-12-26
已阅
年年有于姨
2024-12-26
巳阅
年年有于姨
2024-12-26
巳阅
年年有于姨
2024-12-26
已阅
年年有于姨
2024-12-25
已阅
年年有于姨
2024-12-25
已阅
年年有于姨
2024-12-25
巳阅
年年有于姨
2024-12-25
己阅
年年有于姨
2024-12-23
巳阅
年年有于姨
2024-12-23
巳阅
年年有于姨
2024-12-20
巳阅
年年有于姨
2024-12-18
巳阅
年年有于姨
2024-12-18
巳阅
年年有于姨
2024-12-18
已阅
年年有于姨
2024-12-16
巳阅
年年有于姨
2024-12-16
巳阅
年年有于姨
2024-12-13
巳阅
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4125470478750332","uuid":"4125470478750332","gmtCreate":1666427189673,"gmtModify":1684032000936,"name":"年年有于姨","pinyin":"nnyyyniannianyouyuyi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":86,"tweetSize":210,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"安徽","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":386341974675888,"gmtCreate":1735349526681,"gmtModify":1735349528166,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386341974675888","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386342222524640,"gmtCreate":1735349452061,"gmtModify":1735349453711,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386342222524640","repostId":"386116747014672","repostType":1,"repost":{"id":386116747014672,"gmtCreate":1735311662254,"gmtModify":1735313098419,"author":{"id":"3491409971792348","authorId":"3491409971792348","name":"Gina_Xu","avatar":"https://static.tigerbbs.com/d2972f0770c711f4c0007a6957942580","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491409971792348","authorIdStr":"3491409971792348"},"themes":[],"title":"从投行Jefferies的最新研报,看2025年AI软件股机会!","htmlText":"最近AI软件的热度是越来越高了,随着AI叙事来到了第二阶段,也就是应用层,不仅出现了AppLovin、Palantir这样一年翻了数倍的公司, 而且近一两个月,软件板块表现也明显好于半导体板块。 今天和大家分享投行Jefferies的一篇最新研报《AI Software:The Hot Debate of 2025》,让我们从中看看2025年AI软件在美股市场会迎来爆发吗?哪些公司更有机会呢? 这一篇报告一共240页,除了五大主流的市场争论外(见报告第二页),还包括对AI软件赛道的十多家公司的具体判断,每家公司都有10页左右,对于全面了解AI软件很有帮助! 关键结论是:虽然从收入来看25-26年也不会很可观,但建议现在就开始布局看好的公司,微软,谷歌,亚马逊和Meta都在里面。 接下来我筛选出一些比较有趣的观点和大家分享一下: 1.AI软件在2025会爆发吗? • 软件的收入将逐步增加,但不会像半导体一样井喷,如果把半导体的速度比作火箭,软件是飞机,见报告第4页; • 预计AI对软件收入的影响,拐点在25年下半年,见报告第5页; • 启动增长的顺序,和实际业务一致,见报告第6页;先是云计算这种基础设施,然后才是应用软件; • 需要1-3年的时间全面铺开,26年以后占比较高,见报告第7页。 2.AI的回报如何了? 这是今年的老话题了,现在相比几个月前,正面的论据越来越多了。 • 积压订单的销售额比资本支出,高出111%; • 成功应用的案例也层出不穷,比如代码开发、媒体工具和科研等; • IT/销售等前台领域的AI采用正在加速,预计占到了企业应用的80%。 3.为什么看好今年表现不佳的微软? 在大科技中,微软今年的表现可谓平凡。自 ChatGPT发布以来,股价的表现比$IGV(iShare Expanded Tech-Software Sert ETF)还低19% • 但之后","listText":"最近AI软件的热度是越来越高了,随着AI叙事来到了第二阶段,也就是应用层,不仅出现了AppLovin、Palantir这样一年翻了数倍的公司, 而且近一两个月,软件板块表现也明显好于半导体板块。 今天和大家分享投行Jefferies的一篇最新研报《AI Software:The Hot Debate of 2025》,让我们从中看看2025年AI软件在美股市场会迎来爆发吗?哪些公司更有机会呢? 这一篇报告一共240页,除了五大主流的市场争论外(见报告第二页),还包括对AI软件赛道的十多家公司的具体判断,每家公司都有10页左右,对于全面了解AI软件很有帮助! 关键结论是:虽然从收入来看25-26年也不会很可观,但建议现在就开始布局看好的公司,微软,谷歌,亚马逊和Meta都在里面。 接下来我筛选出一些比较有趣的观点和大家分享一下: 1.AI软件在2025会爆发吗? • 软件的收入将逐步增加,但不会像半导体一样井喷,如果把半导体的速度比作火箭,软件是飞机,见报告第4页; • 预计AI对软件收入的影响,拐点在25年下半年,见报告第5页; • 启动增长的顺序,和实际业务一致,见报告第6页;先是云计算这种基础设施,然后才是应用软件; • 需要1-3年的时间全面铺开,26年以后占比较高,见报告第7页。 2.AI的回报如何了? 这是今年的老话题了,现在相比几个月前,正面的论据越来越多了。 • 积压订单的销售额比资本支出,高出111%; • 成功应用的案例也层出不穷,比如代码开发、媒体工具和科研等; • IT/销售等前台领域的AI采用正在加速,预计占到了企业应用的80%。 3.为什么看好今年表现不佳的微软? 在大科技中,微软今年的表现可谓平凡。自 ChatGPT发布以来,股价的表现比$IGV(iShare Expanded Tech-Software Sert ETF)还低19% • 但之后","text":"最近AI软件的热度是越来越高了,随着AI叙事来到了第二阶段,也就是应用层,不仅出现了AppLovin、Palantir这样一年翻了数倍的公司, 而且近一两个月,软件板块表现也明显好于半导体板块。 今天和大家分享投行Jefferies的一篇最新研报《AI Software:The Hot Debate of 2025》,让我们从中看看2025年AI软件在美股市场会迎来爆发吗?哪些公司更有机会呢? 这一篇报告一共240页,除了五大主流的市场争论外(见报告第二页),还包括对AI软件赛道的十多家公司的具体判断,每家公司都有10页左右,对于全面了解AI软件很有帮助! 关键结论是:虽然从收入来看25-26年也不会很可观,但建议现在就开始布局看好的公司,微软,谷歌,亚马逊和Meta都在里面。 接下来我筛选出一些比较有趣的观点和大家分享一下: 1.AI软件在2025会爆发吗? • 软件的收入将逐步增加,但不会像半导体一样井喷,如果把半导体的速度比作火箭,软件是飞机,见报告第4页; • 预计AI对软件收入的影响,拐点在25年下半年,见报告第5页; • 启动增长的顺序,和实际业务一致,见报告第6页;先是云计算这种基础设施,然后才是应用软件; • 需要1-3年的时间全面铺开,26年以后占比较高,见报告第7页。 2.AI的回报如何了? 这是今年的老话题了,现在相比几个月前,正面的论据越来越多了。 • 积压订单的销售额比资本支出,高出111%; • 成功应用的案例也层出不穷,比如代码开发、媒体工具和科研等; • IT/销售等前台领域的AI采用正在加速,预计占到了企业应用的80%。 3.为什么看好今年表现不佳的微软? 在大科技中,微软今年的表现可谓平凡。自 ChatGPT发布以来,股价的表现比$IGV(iShare Expanded Tech-Software Sert ETF)还低19% • 但之后","images":[{"img":"https://static.tigerbbs.com/b511d1bb99f67b8697b2d166fd78ed4c","width":"1170","height":"1327"},{"img":"https://static.tigerbbs.com/fe3681310dba7cab738b268d49876c4d","width":"1170","height":"662"},{"img":"https://static.tigerbbs.com/fcc4c34e6235ff12be2386aab7a89140","width":"1170","height":"662"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386116747014672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385929126789584,"gmtCreate":1735265854849,"gmtModify":1735265856203,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385929126789584","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385664119169488,"gmtCreate":1735201155723,"gmtModify":1735201157272,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385664119169488","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385664072069648,"gmtCreate":1735201145910,"gmtModify":1735201147416,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385664072069648","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385664042233896,"gmtCreate":1735201135163,"gmtModify":1735201136435,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385664042233896","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385734544351520,"gmtCreate":1735201095559,"gmtModify":1735201097312,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385734544351520","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385397161959608,"gmtCreate":1735118723647,"gmtModify":1735118725412,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385397161959608","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385396701053168,"gmtCreate":1735118711948,"gmtModify":1735118713476,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385396701053168","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385397068107960,"gmtCreate":1735118700734,"gmtModify":1735118702637,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385397068107960","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385396727685536,"gmtCreate":1735118689725,"gmtModify":1735118691645,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"己阅","listText":"己阅","text":"己阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385396727685536","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384510059770296,"gmtCreate":1734915810020,"gmtModify":1734915811402,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384510059770296","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384509945856416,"gmtCreate":1734915779973,"gmtModify":1734915781499,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384509945856416","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383643618808312,"gmtCreate":1734704278175,"gmtModify":1734704279756,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383643618808312","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382944750391560,"gmtCreate":1734521574019,"gmtModify":1734521575668,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382944750391560","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382944528789728,"gmtCreate":1734521533827,"gmtModify":1734521535738,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382944528789728","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382944880291928,"gmtCreate":1734521520542,"gmtModify":1734521524511,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382944880291928","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382076717601168,"gmtCreate":1734324547035,"gmtModify":1734324548695,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382076717601168","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382076541337992,"gmtCreate":1734324503661,"gmtModify":1734324505968,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382076541337992","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381045100720456,"gmtCreate":1734072684489,"gmtModify":1734072686178,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381045100720456","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":341789077090608,"gmtCreate":1724465291249,"gmtModify":1724472133479,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/341789077090608","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212845974986896,"gmtCreate":1693004062866,"gmtModify":1703671848320,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅//<a href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a>:在之前的小虎访谈特别篇里:<a href=\"https://laohu8.com/TW/207707121430568\" target=\"_blank\">【我最成功的一笔交易】富哥only:重仓4块的蔚来!</a>,我们初步了解热爱梭哈的 <a href=\"https://laohu8.com/U/3501298262034857\">@富哥only</a> 。在本期访谈中,富哥为我们分享了他曾在20分钟内,通过做谷歌末日期权赢取1万2美刀的经验。此外,他还走出了自己独特的期权暴利模型[财迷][财迷]来吧虎友们,现在就一起来听听他的投资策略和投资故事吧[你懂的][你懂的]Q:聊聊您的投资背景吧,和我们一起分享一下您的投资故事吧我接触股票其实是朋友介绍的,说有内幕。就是以前40块的 <a href=\"https://laohu8.com/S/300033\">$同花顺(300033)$</a> 与 <a href=\"https://laohu8.com/S/600776\">$东方通信(600776)$</a> ,结果都爆拉,让我彻底进入股票市场。特别是东方通信,我知道的时候5块还是6块,后面爆拉到40多。然后就是 <a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a> 上市,然后就开了外盘的账号,结果就是找了 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> ,中烟香港当时6块的样子,然后等了几个月24走了,反正几万块梭哈就梭哈了,可能大放水时期都是股神,也不懂风控,就是梭哈。虽然很想说有亏损,但其实梭哈都对位了,600的","listText":"已阅//<a href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a>:在之前的小虎访谈特别篇里:<a href=\"https://laohu8.com/TW/207707121430568\" target=\"_blank\">【我最成功的一笔交易】富哥only:重仓4块的蔚来!</a>,我们初步了解热爱梭哈的 <a href=\"https://laohu8.com/U/3501298262034857\">@富哥only</a> 。在本期访谈中,富哥为我们分享了他曾在20分钟内,通过做谷歌末日期权赢取1万2美刀的经验。此外,他还走出了自己独特的期权暴利模型[财迷][财迷]来吧虎友们,现在就一起来听听他的投资策略和投资故事吧[你懂的][你懂的]Q:聊聊您的投资背景吧,和我们一起分享一下您的投资故事吧我接触股票其实是朋友介绍的,说有内幕。就是以前40块的 <a href=\"https://laohu8.com/S/300033\">$同花顺(300033)$</a> 与 <a href=\"https://laohu8.com/S/600776\">$东方通信(600776)$</a> ,结果都爆拉,让我彻底进入股票市场。特别是东方通信,我知道的时候5块还是6块,后面爆拉到40多。然后就是 <a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a> 上市,然后就开了外盘的账号,结果就是找了 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> ,中烟香港当时6块的样子,然后等了几个月24走了,反正几万块梭哈就梭哈了,可能大放水时期都是股神,也不懂风控,就是梭哈。虽然很想说有亏损,但其实梭哈都对位了,600的","text":"已阅//@小虎访谈:在之前的小虎访谈特别篇里:【我最成功的一笔交易】富哥only:重仓4块的蔚来!,我们初步了解热爱梭哈的 @富哥only 。在本期访谈中,富哥为我们分享了他曾在20分钟内,通过做谷歌末日期权赢取1万2美刀的经验。此外,他还走出了自己独特的期权暴利模型[财迷][财迷]来吧虎友们,现在就一起来听听他的投资策略和投资故事吧[你懂的][你懂的]Q:聊聊您的投资背景吧,和我们一起分享一下您的投资故事吧我接触股票其实是朋友介绍的,说有内幕。就是以前40块的 $同花顺(300033)$ 与 $东方通信(600776)$ ,结果都爆拉,让我彻底进入股票市场。特别是东方通信,我知道的时候5块还是6块,后面爆拉到40多。然后就是 $中烟香港(06055)$ 上市,然后就开了外盘的账号,结果就是找了 $老虎证券(TIGR)$ ,中烟香港当时6块的样子,然后等了几个月24走了,反正几万块梭哈就梭哈了,可能大放水时期都是股神,也不懂风控,就是梭哈。虽然很想说有亏损,但其实梭哈都对位了,600的","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90"},{"img":"https://static.tigerbbs.com/f401e26a7b9bf24904cb789976f15b1c","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/28ba519f482a7b2457cb4f37eeaf76e1","width":"1425","height":"627"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/212845974986896","repostId":"212686532726832","repostType":1,"repost":{"id":212686532726832,"gmtCreate":1692957733371,"gmtModify":1703671848534,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37002306153600","authorIdStr":"37002306153600"},"themes":[],"title":"【小虎访谈】富哥only:20分钟暴赚1万2美刀!用钱硬生生走出期权暴利模型","htmlText":"在之前的小虎访谈特别篇里:<a href=\"https://laohu8.com/TW/207707121430568\" target=\"_blank\">【我最成功的一笔交易】富哥only:重仓4块的蔚来!</a>,我们初步了解热爱梭哈的 <a href=\"https://laohu8.com/U/3501298262034857\">@富哥only</a> 。在本期访谈中,富哥为我们分享了他曾在20分钟内,通过做谷歌末日期权赢取1万2美刀的经验。此外,他还走出了自己独特的期权暴利模型[财迷][财迷]来吧虎友们,现在就一起来听听他的投资策略和投资故事吧[你懂的][你懂的]Q:聊聊您的投资背景吧,和我们一起分享一下您的投资故事吧我接触股票其实是朋友介绍的,说有内幕。就是以前40块的 <a href=\"https://laohu8.com/S/300033\">$同花顺(300033)$</a> 与 <a href=\"https://laohu8.com/S/600776\">$东方通信(600776)$</a> ,结果都爆拉,让我彻底进入股票市场。特别是东方通信,我知道的时候5块还是6块,后面爆拉到40多。然后就是 <a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a> 上市,然后就开了外盘的账号,结果就是找了 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> ,中烟香港当时6块的样子,然后等了几个月24走了,反正几万块梭哈就梭哈了,可能大放水时期都是股神,也不懂风控,就是梭哈。虽然很想说有亏损,但其实梭哈都对位了,600的 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,130的","listText":"在之前的小虎访谈特别篇里:<a href=\"https://laohu8.com/TW/207707121430568\" target=\"_blank\">【我最成功的一笔交易】富哥only:重仓4块的蔚来!</a>,我们初步了解热爱梭哈的 <a href=\"https://laohu8.com/U/3501298262034857\">@富哥only</a> 。在本期访谈中,富哥为我们分享了他曾在20分钟内,通过做谷歌末日期权赢取1万2美刀的经验。此外,他还走出了自己独特的期权暴利模型[财迷][财迷]来吧虎友们,现在就一起来听听他的投资策略和投资故事吧[你懂的][你懂的]Q:聊聊您的投资背景吧,和我们一起分享一下您的投资故事吧我接触股票其实是朋友介绍的,说有内幕。就是以前40块的 <a href=\"https://laohu8.com/S/300033\">$同花顺(300033)$</a> 与 <a href=\"https://laohu8.com/S/600776\">$东方通信(600776)$</a> ,结果都爆拉,让我彻底进入股票市场。特别是东方通信,我知道的时候5块还是6块,后面爆拉到40多。然后就是 <a href=\"https://laohu8.com/S/06055\">$中烟香港(06055)$</a> 上市,然后就开了外盘的账号,结果就是找了 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> ,中烟香港当时6块的样子,然后等了几个月24走了,反正几万块梭哈就梭哈了,可能大放水时期都是股神,也不懂风控,就是梭哈。虽然很想说有亏损,但其实梭哈都对位了,600的 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,130的","text":"在之前的小虎访谈特别篇里:【我最成功的一笔交易】富哥only:重仓4块的蔚来!,我们初步了解热爱梭哈的 @富哥only 。在本期访谈中,富哥为我们分享了他曾在20分钟内,通过做谷歌末日期权赢取1万2美刀的经验。此外,他还走出了自己独特的期权暴利模型[财迷][财迷]来吧虎友们,现在就一起来听听他的投资策略和投资故事吧[你懂的][你懂的]Q:聊聊您的投资背景吧,和我们一起分享一下您的投资故事吧我接触股票其实是朋友介绍的,说有内幕。就是以前40块的 $同花顺(300033)$ 与 $东方通信(600776)$ ,结果都爆拉,让我彻底进入股票市场。特别是东方通信,我知道的时候5块还是6块,后面爆拉到40多。然后就是 $中烟香港(06055)$ 上市,然后就开了外盘的账号,结果就是找了 $老虎证券(TIGR)$ ,中烟香港当时6块的样子,然后等了几个月24走了,反正几万块梭哈就梭哈了,可能大放水时期都是股神,也不懂风控,就是梭哈。虽然很想说有亏损,但其实梭哈都对位了,600的 $特斯拉(TSLA)$ ,130的","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90"},{"img":"https://static.tigerbbs.com/f401e26a7b9bf24904cb789976f15b1c","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/28ba519f482a7b2457cb4f37eeaf76e1","width":"1425","height":"627"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212686532726832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4418,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516923168816366","authorId":"3516923168816366","name":"世纪昇平","avatar":"https://static.tigerbbs.com/dc26f1260ceba0d6488081403c286a10","crmLevel":2,"crmLevelSwitch":0,"idStr":"3516923168816366","authorIdStr":"3516923168816366"},"content":"最后悔的是中烟,新股申购我都中了,然后开盘又加仓了。可惜没拿住,买进卖出操作了好几回没赚多少,最后最高价应该是35块, 我投了五十万,没赚多少,最后又疫情,投了医药,现在亏的想哭","text":"最后悔的是中烟,新股申购我都中了,然后开盘又加仓了。可惜没拿住,买进卖出操作了好几回没赚多少,最后最高价应该是35块, 我投了五十万,没赚多少,最后又疫情,投了医药,现在亏的想哭","html":"最后悔的是中烟,新股申购我都中了,然后开盘又加仓了。可惜没拿住,买进卖出操作了好几回没赚多少,最后最高价应该是35块, 我投了五十万,没赚多少,最后又疫情,投了医药,现在亏的想哭"}],"imageCount":6,"langContent":"CN","totalScore":0},{"id":340082219782480,"gmtCreate":1724032146514,"gmtModify":1724032147987,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340082219782480","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322768682065992,"gmtCreate":1719809959400,"gmtModify":1719809961262,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322768682065992","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386341974675888,"gmtCreate":1735349526681,"gmtModify":1735349528166,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386341974675888","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386342222524640,"gmtCreate":1735349452061,"gmtModify":1735349453711,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386342222524640","repostId":"386116747014672","repostType":1,"repost":{"id":386116747014672,"gmtCreate":1735311662254,"gmtModify":1735313098419,"author":{"id":"3491409971792348","authorId":"3491409971792348","name":"Gina_Xu","avatar":"https://static.tigerbbs.com/d2972f0770c711f4c0007a6957942580","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491409971792348","authorIdStr":"3491409971792348"},"themes":[],"title":"从投行Jefferies的最新研报,看2025年AI软件股机会!","htmlText":"最近AI软件的热度是越来越高了,随着AI叙事来到了第二阶段,也就是应用层,不仅出现了AppLovin、Palantir这样一年翻了数倍的公司, 而且近一两个月,软件板块表现也明显好于半导体板块。 今天和大家分享投行Jefferies的一篇最新研报《AI Software:The Hot Debate of 2025》,让我们从中看看2025年AI软件在美股市场会迎来爆发吗?哪些公司更有机会呢? 这一篇报告一共240页,除了五大主流的市场争论外(见报告第二页),还包括对AI软件赛道的十多家公司的具体判断,每家公司都有10页左右,对于全面了解AI软件很有帮助! 关键结论是:虽然从收入来看25-26年也不会很可观,但建议现在就开始布局看好的公司,微软,谷歌,亚马逊和Meta都在里面。 接下来我筛选出一些比较有趣的观点和大家分享一下: 1.AI软件在2025会爆发吗? • 软件的收入将逐步增加,但不会像半导体一样井喷,如果把半导体的速度比作火箭,软件是飞机,见报告第4页; • 预计AI对软件收入的影响,拐点在25年下半年,见报告第5页; • 启动增长的顺序,和实际业务一致,见报告第6页;先是云计算这种基础设施,然后才是应用软件; • 需要1-3年的时间全面铺开,26年以后占比较高,见报告第7页。 2.AI的回报如何了? 这是今年的老话题了,现在相比几个月前,正面的论据越来越多了。 • 积压订单的销售额比资本支出,高出111%; • 成功应用的案例也层出不穷,比如代码开发、媒体工具和科研等; • IT/销售等前台领域的AI采用正在加速,预计占到了企业应用的80%。 3.为什么看好今年表现不佳的微软? 在大科技中,微软今年的表现可谓平凡。自 ChatGPT发布以来,股价的表现比$IGV(iShare Expanded Tech-Software Sert ETF)还低19% • 但之后","listText":"最近AI软件的热度是越来越高了,随着AI叙事来到了第二阶段,也就是应用层,不仅出现了AppLovin、Palantir这样一年翻了数倍的公司, 而且近一两个月,软件板块表现也明显好于半导体板块。 今天和大家分享投行Jefferies的一篇最新研报《AI Software:The Hot Debate of 2025》,让我们从中看看2025年AI软件在美股市场会迎来爆发吗?哪些公司更有机会呢? 这一篇报告一共240页,除了五大主流的市场争论外(见报告第二页),还包括对AI软件赛道的十多家公司的具体判断,每家公司都有10页左右,对于全面了解AI软件很有帮助! 关键结论是:虽然从收入来看25-26年也不会很可观,但建议现在就开始布局看好的公司,微软,谷歌,亚马逊和Meta都在里面。 接下来我筛选出一些比较有趣的观点和大家分享一下: 1.AI软件在2025会爆发吗? • 软件的收入将逐步增加,但不会像半导体一样井喷,如果把半导体的速度比作火箭,软件是飞机,见报告第4页; • 预计AI对软件收入的影响,拐点在25年下半年,见报告第5页; • 启动增长的顺序,和实际业务一致,见报告第6页;先是云计算这种基础设施,然后才是应用软件; • 需要1-3年的时间全面铺开,26年以后占比较高,见报告第7页。 2.AI的回报如何了? 这是今年的老话题了,现在相比几个月前,正面的论据越来越多了。 • 积压订单的销售额比资本支出,高出111%; • 成功应用的案例也层出不穷,比如代码开发、媒体工具和科研等; • IT/销售等前台领域的AI采用正在加速,预计占到了企业应用的80%。 3.为什么看好今年表现不佳的微软? 在大科技中,微软今年的表现可谓平凡。自 ChatGPT发布以来,股价的表现比$IGV(iShare Expanded Tech-Software Sert ETF)还低19% • 但之后","text":"最近AI软件的热度是越来越高了,随着AI叙事来到了第二阶段,也就是应用层,不仅出现了AppLovin、Palantir这样一年翻了数倍的公司, 而且近一两个月,软件板块表现也明显好于半导体板块。 今天和大家分享投行Jefferies的一篇最新研报《AI Software:The Hot Debate of 2025》,让我们从中看看2025年AI软件在美股市场会迎来爆发吗?哪些公司更有机会呢? 这一篇报告一共240页,除了五大主流的市场争论外(见报告第二页),还包括对AI软件赛道的十多家公司的具体判断,每家公司都有10页左右,对于全面了解AI软件很有帮助! 关键结论是:虽然从收入来看25-26年也不会很可观,但建议现在就开始布局看好的公司,微软,谷歌,亚马逊和Meta都在里面。 接下来我筛选出一些比较有趣的观点和大家分享一下: 1.AI软件在2025会爆发吗? • 软件的收入将逐步增加,但不会像半导体一样井喷,如果把半导体的速度比作火箭,软件是飞机,见报告第4页; • 预计AI对软件收入的影响,拐点在25年下半年,见报告第5页; • 启动增长的顺序,和实际业务一致,见报告第6页;先是云计算这种基础设施,然后才是应用软件; • 需要1-3年的时间全面铺开,26年以后占比较高,见报告第7页。 2.AI的回报如何了? 这是今年的老话题了,现在相比几个月前,正面的论据越来越多了。 • 积压订单的销售额比资本支出,高出111%; • 成功应用的案例也层出不穷,比如代码开发、媒体工具和科研等; • IT/销售等前台领域的AI采用正在加速,预计占到了企业应用的80%。 3.为什么看好今年表现不佳的微软? 在大科技中,微软今年的表现可谓平凡。自 ChatGPT发布以来,股价的表现比$IGV(iShare Expanded Tech-Software Sert ETF)还低19% • 但之后","images":[{"img":"https://static.tigerbbs.com/b511d1bb99f67b8697b2d166fd78ed4c","width":"1170","height":"1327"},{"img":"https://static.tigerbbs.com/fe3681310dba7cab738b268d49876c4d","width":"1170","height":"662"},{"img":"https://static.tigerbbs.com/fcc4c34e6235ff12be2386aab7a89140","width":"1170","height":"662"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386116747014672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385929126789584,"gmtCreate":1735265854849,"gmtModify":1735265856203,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385929126789584","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385664119169488,"gmtCreate":1735201155723,"gmtModify":1735201157272,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385664119169488","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385664072069648,"gmtCreate":1735201145910,"gmtModify":1735201147416,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385664072069648","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385664042233896,"gmtCreate":1735201135163,"gmtModify":1735201136435,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385664042233896","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385734544351520,"gmtCreate":1735201095559,"gmtModify":1735201097312,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385734544351520","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385397161959608,"gmtCreate":1735118723647,"gmtModify":1735118725412,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385397161959608","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385396701053168,"gmtCreate":1735118711948,"gmtModify":1735118713476,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385396701053168","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385397068107960,"gmtCreate":1735118700734,"gmtModify":1735118702637,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385397068107960","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385396727685536,"gmtCreate":1735118689725,"gmtModify":1735118691645,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"己阅","listText":"己阅","text":"己阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385396727685536","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384510059770296,"gmtCreate":1734915810020,"gmtModify":1734915811402,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384510059770296","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384509945856416,"gmtCreate":1734915779973,"gmtModify":1734915781499,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384509945856416","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383643618808312,"gmtCreate":1734704278175,"gmtModify":1734704279756,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383643618808312","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382944750391560,"gmtCreate":1734521574019,"gmtModify":1734521575668,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382944750391560","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382944528789728,"gmtCreate":1734521533827,"gmtModify":1734521535738,"author":{"id":"4125470478750332","authorId":"4125470478750332","name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125470478750332","authorIdStr":"4125470478750332"},"themes":[],"htmlText":"巳阅","listText":"巳阅","text":"巳阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382944528789728","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}