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我是课代表
13:28
$美图公司(01357)$
AI原生产品正在快速扩张,用户体验和参与度取得显著突破,AI公司的收入模式已经从“技术探索”进入“商业落地”阶段,而已经产品落地且盈利的企业更值得重点关注
我是课代表
02-18
$腾讯控股(00700)$
AI的发展给游戏行业也加足了马丽,再加上近期《哪咤2》大火,给了很多人不少信心,相信业绩增速的拐点很快就到了
我是课代表
02-18
$美图公司(01357)$
瑞银发布中美科技巨头的对标名单,代表中国科技全面崛起的元年来临,支持以下中国科技企业
我是课代表
02-12
$腾讯控股(00700)$
当AI应用端开始发力时,腾讯的机会就来了,市值也就开始重新估值了
我是课代表
02-12
$医渡科技(02158)$
资本持续看好、业务持续提升、破8机会很大,入仓入仓
我是课代表
02-12
$美图公司(01357)$
外资疯狂唱多,港股机会多,看好AI产业链,以及应用方向里中小市值低位补涨的机会
我是课代表
02-10
$阿里巴巴-W(09988)$
耐心程度直接会影响到收益高低,阿里巴巴长期的跟踪与等待已经有了阶段性的反馈,市场并不会每天都给予机会,机会窗口并不多,需要我们有极强的耐心和纪律性
我是课代表
02-10
$医渡科技(02158)$
创新高了,不愧是我看中的股,继续加油
我是课代表
01-21
$小米集团-W(01810)$
股价涨势不错,估计与这两个利好有关—— 一是按照雷军说法,小米SU7去年12月交付量为25815辆,超过了特斯拉Model3的21046辆; 二是小米汽车在 1 月新增订单量高达 4 万辆,虽然其产能只有2万辆,供不应求的态势极为显著,但好在小米已经在建新工厂了,而且小米后续还有YU7出来,估计订单会更多,这超级利好消息可不得拉动股价涨涨涨!
我是课代表
01-21
$东方甄选(01797)$
东方甄选这次的24年半年报,那些营收、利润等等指标, 我觉得不用太多关注,,毕竟这半年还是混乱初始,调整还需要很多空间和时间
我是课代表
01-21
$美图公司(01357)$
图文视频席卷全球,全球化势不可挡
我是课代表
01-17
$中芯国际(00981)$
卖飞和踏空的越来越多,很多人开始着急了。但是修复ah折价的新高之路开始了,上涨就不会停,坐稳
我是课代表
01-06
AI行业的爆火带动了很多相关企业跟着上涨,从营收、业绩来看不是每个企业都表现很好,但AI的发展还处于初期,看中的是未来的发展预期,
$医渡科技(02158)$
$第四范式(06682)$
$商汤-W(00020)$
等都是未来发展客观的投资标的
我是课代表
2024-12-24
$东方甄选(01797)$
在圣诞、元旦跨年、春节等“节日季”来临之前,微信小店灰测“送礼物”功能,标志着微信电商的持续升级,也进一步打开了市场对腾讯微信商业化的预期。该行重视本轮 腾讯控股 的估值提升周期,同时关注链条上相关参与方的机会,重点关注卖家的商品变现,比如东方甄选等。
我是课代表
2024-12-18
$小米集团-W(01810)$
小米手机在全球多个地区的份额已跻身前三,同时在非洲、东南亚地区的份额还在同比提升,反映消费者对小米品牌的认知、产品的认可,海外市场发展空间很大
我是课代表
2024-12-18
$美图公司(01357)$
多年的积累是没白费的,当AI时代到来,美图快速扭转局势,一下成为AI中为数不多的盈利者,这也许是对一些专注公司的奖励,长期来看美图的价值还是很大的
我是课代表
2024-12-13
$商汤-W(00020)$
还是不太稳,处于烧钱阶段,后续就看能不能有更让人惊喜的产品出来了
我是课代表
2024-12-13
$快手-W(01024)$
渠道就是供需不匹配的时候,赚钱是很轻松的。不是需求萎靡,渠道就不行了。比较典型的就是贝壳,房地产咋样大家都清楚,人家日子过的还挺好的,天天在我朋友圈发广告呢。快手也是这类型的,相当于加权的消费股,明年再看吧。
我是课代表
2024-12-10
$哔哩哔哩-W(09626)$
b站多方面创收,多款代理游戏上线贡献业绩增量;广告方面,公司发布“发新品、年轻化、交易转化、大节点”都给公司收入大幅提升带来了可能,长期来看是不错的
我是课代表
2024-12-06
$绿城管理控股(09979)$
随着市场的进一步发展和政策的支持,绿城管理有望在代建领域继续发挥其领导作用,抓住时代赋予的机遇,在不断放大品牌价值的同时,为行业的高质量发展注入新的活力。
去老虎APP查看更多动态
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我觉得不用太多关注,,毕竟这半年还是混乱初始,调整还需要很多空间和时间","text":"$东方甄选(01797)$东方甄选这次的24年半年报,那些营收、利润等等指标, 我觉得不用太多关注,,毕竟这半年还是混乱初始,调整还需要很多空间和时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395053614973432","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394946374906440,"gmtCreate":1737428844119,"gmtModify":1737428846701,"author":{"id":"4126771485112322","authorId":"4126771485112322","name":"我是课代表","avatar":"https://static.tigerbbs.com/f5554473279a51f1d7196dda231a8654","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126771485112322","idStr":"4126771485112322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>图文视频席卷全球,全球化势不可挡","listText":"<a 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等都是未来发展客观的投资标的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389640634773928","isVote":1,"tweetType":1,"viewCount":5536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384995307557280,"gmtCreate":1735013173550,"gmtModify":1735017084422,"author":{"id":"4126771485112322","authorId":"4126771485112322","name":"我是课代表","avatar":"https://static.tigerbbs.com/f5554473279a51f1d7196dda231a8654","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126771485112322","idStr":"4126771485112322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$</a>在圣诞、元旦跨年、春节等“节日季”来临之前,微信小店灰测“送礼物”功能,标志着微信电商的持续升级,也进一步打开了市场对腾讯微信商业化的预期。该行重视本轮 腾讯控股 的估值提升周期,同时关注链条上相关参与方的机会,重点关注卖家的商品变现,比如东方甄选等。","listText":"<a 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<a href=\"https://laohu8.com/S/00168\">$青岛啤酒股份(00168)$</a> <a href=\"https://laohu8.com/S/00291\">$华润啤酒(00291)$</a> <a href=\"https://laohu8.com/S/01876\">$百威亚太(01876)$</a>","listText":"随着后续促消费、扩内需等政策逐渐发力,国内消费可能迎来加速复苏,尤其是受益于餐饮景气度的回暖,啤酒高端化将迎来新的发展阶段,可关注: <a href=\"https://laohu8.com/S/00168\">$青岛啤酒股份(00168)$</a> <a href=\"https://laohu8.com/S/00291\">$华润啤酒(00291)$</a> <a href=\"https://laohu8.com/S/01876\">$百威亚太(01876)$</a>","text":"随着后续促消费、扩内需等政策逐渐发力,国内消费可能迎来加速复苏,尤其是受益于餐饮景气度的回暖,啤酒高端化将迎来新的发展阶段,可关注: $青岛啤酒股份(00168)$ $华润啤酒(00291)$ $百威亚太(01876)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378672637661208","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173981820665630","authorId":"4173981820665630","name":"HDDK","avatar":"https://static.tigerbbs.com/1e07cf2a184c19fbf5584fe8b233b6d9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4173981820665630","authorIdStr":"4173981820665630"},"content":"白酒高端化呢,比如茅台、五粮液、泸州老窖怎么看","text":"白酒高端化呢,比如茅台、五粮液、泸州老窖怎么看","html":"白酒高端化呢,比如茅台、五粮液、泸州老窖怎么看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373201731576288,"gmtCreate":1732159289581,"gmtModify":1732159291337,"author":{"id":"4126771485112322","authorId":"4126771485112322","name":"我是课代表","avatar":"https://static.tigerbbs.com/f5554473279a51f1d7196dda231a8654","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126771485112322","authorIdStr":"4126771485112322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>谁能告诉我为什么啊? 业绩走的好好了,咋突然跌了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>谁能告诉我为什么啊? 业绩走的好好了,咋突然跌了","text":"$快手-W(01024)$谁能告诉我为什么啊? 业绩走的好好了,咋突然跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373201731576288","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"content":"业绩一般,确实没看出好","text":"业绩一般,确实没看出好","html":"业绩一般,确实没看出好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343533341802560,"gmtCreate":1724899552741,"gmtModify":1724899558225,"author":{"id":"4126771485112322","authorId":"4126771485112322","name":"我是课代表","avatar":"https://static.tigerbbs.com/f5554473279a51f1d7196dda231a8654","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126771485112322","authorIdStr":"4126771485112322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 尽管,8月29日,英伟达公布,第二财季营收300亿美元,同比增长122%,分析师预期288.6亿美元;第二财季数据中心营收为263亿美元,同比增长154%,分析师预期250.8亿美元;预计第三财季营收325亿美元,上下浮动2%,分析师预期319亿美元; 尽管,第三季度收入将达到约325亿美元。高出分析师平均预期为319亿美元, 尽管,知名投资者、格伯川崎财富投资管理公司CEO罗斯·格伯(Ross Gerber)的话来说,“如果你不持有它的股票,你就会错过一场革命。” 但是,这个增速仍较上个季度的262%明显放缓。第三季度收入将达到约325亿美元。与分析师预期区间高端达379亿美元有距离。 另外,备受期待的新型Blackwell芯片在生产过程中遇到困难。英伟达承认在生产方面存在问题,表示正在进行改革以提高生产良率——即合格产品的比例。 尽管,能够勾起未来客观预期的隐含好消息也有,英伟达CFO表示,现有的产品线Hopper将继续增长,Blackwell将在此基础上进一步发展;公司处于整体利润率达到约75%的正轨之上。英伟达CEO黄仁勋表示,英伟达将于四季度量产Blackwell,并在四季度开始发货。 但是,这也许依然引起市场对“景气周期发展到第三阶段”——业绩释放,产品滞胀阶段,产品价格涨至高位,业绩开始大幅释放,俗称业绩浪阶段——的担忧。 英伟达财报后股价大幅震荡。 个人觉得,如果你是耐心资本,可以继续拥抱,但不必有狂热的预期。特别是,产业的蝴蝶效应更会不断催生更多新的需求。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 尽管,8月29日,英伟达公布,第二财季营收300亿美元,同比增长122%,分析师预期288.6亿美元;第二财季数据中心营收为263亿美元,同比增长154%,分析师预期250.8亿美元;预计第三财季营收325亿美元,上下浮动2%,分析师预期319亿美元; 尽管,第三季度收入将达到约325亿美元。高出分析师平均预期为319亿美元, 尽管,知名投资者、格伯川崎财富投资管理公司CEO罗斯·格伯(Ross Gerber)的话来说,“如果你不持有它的股票,你就会错过一场革命。” 但是,这个增速仍较上个季度的262%明显放缓。第三季度收入将达到约325亿美元。与分析师预期区间高端达379亿美元有距离。 另外,备受期待的新型Blackwell芯片在生产过程中遇到困难。英伟达承认在生产方面存在问题,表示正在进行改革以提高生产良率——即合格产品的比例。 尽管,能够勾起未来客观预期的隐含好消息也有,英伟达CFO表示,现有的产品线Hopper将继续增长,Blackwell将在此基础上进一步发展;公司处于整体利润率达到约75%的正轨之上。英伟达CEO黄仁勋表示,英伟达将于四季度量产Blackwell,并在四季度开始发货。 但是,这也许依然引起市场对“景气周期发展到第三阶段”——业绩释放,产品滞胀阶段,产品价格涨至高位,业绩开始大幅释放,俗称业绩浪阶段——的担忧。 英伟达财报后股价大幅震荡。 个人觉得,如果你是耐心资本,可以继续拥抱,但不必有狂热的预期。特别是,产业的蝴蝶效应更会不断催生更多新的需求。","text":"$英伟达(NVDA)$ 尽管,8月29日,英伟达公布,第二财季营收300亿美元,同比增长122%,分析师预期288.6亿美元;第二财季数据中心营收为263亿美元,同比增长154%,分析师预期250.8亿美元;预计第三财季营收325亿美元,上下浮动2%,分析师预期319亿美元; 尽管,第三季度收入将达到约325亿美元。高出分析师平均预期为319亿美元, 尽管,知名投资者、格伯川崎财富投资管理公司CEO罗斯·格伯(Ross Gerber)的话来说,“如果你不持有它的股票,你就会错过一场革命。” 但是,这个增速仍较上个季度的262%明显放缓。第三季度收入将达到约325亿美元。与分析师预期区间高端达379亿美元有距离。 另外,备受期待的新型Blackwell芯片在生产过程中遇到困难。英伟达承认在生产方面存在问题,表示正在进行改革以提高生产良率——即合格产品的比例。 尽管,能够勾起未来客观预期的隐含好消息也有,英伟达CFO表示,现有的产品线Hopper将继续增长,Blackwell将在此基础上进一步发展;公司处于整体利润率达到约75%的正轨之上。英伟达CEO黄仁勋表示,英伟达将于四季度量产Blackwell,并在四季度开始发货。 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