島村抱月的个人主页 - 老虎社区

島村抱月

島村抱月

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IP属地：湖南

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10-23

‌$英伟达(NVDA)$ ‌今天直接120以下，明天必然100以内，后天肯定是大概率腰斩，不是40就是30。AI是泡沫所以破起来就是这么快捏‌[DOGE] ‌

12-17

‌$英伟达(NVDA)$ ‌152全仓了NVDX‌$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ 现在我想把黄仁勋砂了‌

12-16

$英伟达(NVDA)$ 达哥别跌了放我出去好吗我真不想拿您了[捂脸] [捂脸] [捂脸]

10-15

‌$英伟达(NVDA)$ ‌完蛋兄弟萌 90见了

12-18

$英伟达(NVDA)$ 今天nv肯定继续深跌再高开都没用我们拭目以待

12-02

‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌这个逼ETF到底在搞什么**，天天涨得不如2倍多，跌就超出2倍，搁这儿来抢劫来了是吧

12-05

‌$MicroStrategy(MSTR)$ ‌不是哥们儿，老这样真不拿了啊，还不如2倍BTC的ETF赚，真没必要拿了吧，整点阳间的行不，一点多头支撑没有的？要一直这样这公司就废了说实话，来个人就好玩似的随便做空玩玩，一做一个有，那确实不用玩了

11-21

$英伟达(NVDA)$ 寄了兄弟萌快跑啊！！

12-03

‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌再见了哥们，太不准了，真的想动刀了，已全仓溜到MSTX‌$Defiance Daily Target 2X Long MSTR ETF(MSTX)$ ‌了，拜了个拜

12-14

‌$英伟达(NVDA)$ ‌？别涨啊你继续跌你不就喜欢么

12-06

‌$MicroStrategy(MSTR)$ ‌溜了兄弟们已实盘清仓按波浪看BTC这边还有1W5左右的行情，NV那边还有40点左右的行情，不如继续回去等NV了，反正价值恒定得多，也不是什么臭鱼烂虾好玩就能来作空一波赚了就溜的，天天有人来你都不知道下限在哪，哈哈，有啥好拿的，还想拿回去死拿2倍BTC ETF一样的，少赚点比无下限挨空可能的强，赚了夺少是多少，起码不挨恶心

12-02

‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌5倍跟跌，哈哈，换家了，转去MSTX了，服，什么拉挤

12-02

‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌我傻了，1倍不到的跟涨，4倍的跟跌，这到底在搞笑什么

10-11

Replying to @格鲁1498:哈哈笑了//@格鲁1498:现在抄底，就得等27年再来看

09-30

然后现在又开始要死不活了又是新的难蚌[捂脸]

09-27

哈哈高盛：？

对冲基金大佬泰珀：卖英伟达，买中国股票

去老虎APP查看更多动态

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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/382220708307264","isVote":1,"tweetType":1,"viewCount":4822,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4155712050206802","authorId":"4155712050206802","name":"随便玩玩吧啊啊","avatar":"https://static.tigerbbs.com/5db2407c5fd0e34316f34dac20210ab1","crmLevel":6,"crmLevelSwitch":0,"idStr":"4155712050206802","authorIdStr":"4155712050206802"},"content":"我都加仓了，好公司怕啥跌？涨了这么多调整下很正常","text":"我都加仓了，好公司怕啥跌？涨了这么多调整下很正常","html":"我都加仓了，好公司怕啥跌？涨了这么多调整下很正常"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381184167027064,"gmtCreate":1734106637888,"gmtModify":1734106639515,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"‌<a 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‌不是哥们儿，老这样真不拿了啊，还不如2倍BTC的ETF赚，真没必要拿了吧，整点阳间的行不，一点多头支撑没有的？要一直这样这公司就废了说实话，来个人就好玩似的随便做空玩玩，一做一个有，那确实不用玩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/378398294413648","isVote":1,"tweetType":1,"viewCount":1625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104625943152550","authorId":"4104625943152550","name":"老猫88","avatar":"https://static.tigerbbs.com/54d18644c9e65f3706b1ca9ccf801ef7","crmLevel":1,"crmLevelSwitch":0,"idStr":"4104625943152550","authorIdStr":"4104625943152550"},"content":"庄家扔给量化机器强行出货了","text":"庄家扔给量化机器强行出货了","html":"庄家扔给量化机器强行出货了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377694872351104,"gmtCreate":1733240915238,"gmtModify":1733240917098,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"‌<a 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‌了，拜了个拜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377694872351104","isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377295633764752,"gmtCreate":1733152318019,"gmtModify":1733152319274,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌5倍跟跌，哈哈，换家了，转去MSTX了，服，什么拉挤","listText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌5倍跟跌，哈哈，换家了，转去MSTX了，服，什么拉挤","text":"‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌5倍跟跌，哈哈，换家了，转去MSTX了，服，什么拉挤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377295633764752","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377292744921488,"gmtCreate":1733151612735,"gmtModify":1733152455550,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌我傻了，1倍不到的跟涨，4倍的跟跌，这到底在搞笑什么","listText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌我傻了，1倍不到的跟涨，4倍的跟跌，这到底在搞笑什么","text":"‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌我傻了，1倍不到的跟涨，4倍的跟跌，这到底在搞笑什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377292744921488","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377288156738000,"gmtCreate":1733150502782,"gmtModify":1733150599547,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌这个逼ETF到底在搞什么**，天天涨得不如2倍多，跌就超出2倍，搁这儿来抢劫来了是吧","listText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ 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‌这个逼ETF到底在搞什么**，天天涨得不如2倍多，跌就超出2倍，搁这儿来抢劫来了是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/377288156738000","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565780856128607","authorId":"3565780856128607","name":"kkkkken","avatar":"https://static.tigerbbs.com/31bd5f45a5bfeab2f104932b730e5805","crmLevel":8,"crmLevelSwitch":0,"idStr":"3565780856128607","authorIdStr":"3565780856128607"},"content":"这是怎么回事呢？高点下来已经被偷去20个点了。","text":"这是怎么回事呢？高点下来已经被偷去20个点了。","html":"这是怎么回事呢？高点下来已经被偷去20个点了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373114694754720,"gmtCreate":1732138030573,"gmtModify":1732138032214,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"<a 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‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/363110944305344","isVote":1,"tweetType":1,"viewCount":2754,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560465653660250","authorId":"3560465653660250","name":"likanug","avatar":"https://static.tigerbbs.com/049c0405b5e0d7db68ed5dc97b54f56e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560465653660250","authorIdStr":"3560465653660250"},"content":"感觉有这种想法的，都是股价低的时候没买，现在看到别人赚钱了，就眼红了，见不得人家好[贱笑]","text":"感觉有这种想法的，都是股价低的时候没买，现在看到别人赚钱了，就眼红了，见不得人家好[贱笑]","html":"感觉有这种想法的，都是股价低的时候没买，现在看到别人赚钱了，就眼红了，见不得人家好[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360374283075728,"gmtCreate":1729000297454,"gmtModify":1729000617525,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"‌<a 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to <a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:哈哈 笑了//<a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:现在抄底，就得等27年再来看","listText":"Replying to <a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:哈哈 笑了//<a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:现在抄底，就得等27年再来看","text":"Replying to @格鲁1498:哈哈 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高盛：？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353972255883584","repostId":"2470073741","repostType":2,"repost":{"id":"2470073741","kind":"news","pubTimestamp":1727411000,"share":"https://www.laohu8.com/m/news/2470073741?lang=&edition=full","pubTime":"2024-09-27 12:23","market":"us","language":"zh","title":"对冲基金大佬泰珀：卖英伟达，买中国股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2470073741","media":"智通财经","summary":"智通财经获悉，亿万富翁投资者大卫·泰珀表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。相反，泰珀建议投资“买入一切”中国相关的资产。今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团和美国科技巨头的股份被削减。","content":"<html><head></head><body><p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。</p><p>英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。</p><p>英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”</p><p>相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”</p><p>今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.US)在内的中国股票。</p><p>他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。</p><p>截至发稿，英伟达盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/313fc35fc1f4de776a1769865e4e71a8\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金大佬泰珀：卖英伟达，买中国股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n对冲基金大佬泰珀：卖英伟达，买中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 12:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1187986.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1187986.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1187986.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470073741","content_text":"亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和百度(BIDU.US)在内的中国股票。他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。截至发稿，英伟达盘前跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":363110944305344,"gmtCreate":1729692724267,"gmtModify":1729692725636,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ 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ETF一样的，少赚点比无下限挨空可能的强，赚了夺少是多少，起码不挨恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378405366857920","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377295633764752,"gmtCreate":1733152318019,"gmtModify":1733152319274,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌5倍跟跌，哈哈，换家了，转去MSTX了，服，什么拉挤","listText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌5倍跟跌，哈哈，换家了，转去MSTX了，服，什么拉挤","text":"‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌5倍跟跌，哈哈，换家了，转去MSTX了，服，什么拉挤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377295633764752","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377292744921488,"gmtCreate":1733151612735,"gmtModify":1733152455550,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌我傻了，1倍不到的跟涨，4倍的跟跌，这到底在搞笑什么","listText":"‌<a href=\"https://www.laohu8.com/S/MSTU\">$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ &nbsp;</a>‌我傻了，1倍不到的跟涨，4倍的跟跌，这到底在搞笑什么","text":"‌$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ ‌我傻了，1倍不到的跟涨，4倍的跟跌，这到底在搞笑什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377292744921488","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358861933752456,"gmtCreate":1728620691119,"gmtModify":1728622862290,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:哈哈 笑了//<a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:现在抄底，就得等27年再来看","listText":"Replying to <a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:哈哈 笑了//<a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:现在抄底，就得等27年再来看","text":"Replying to @格鲁1498:哈哈 笑了//@格鲁1498:现在抄底，就得等27年再来看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358861933752456","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355045416562992,"gmtCreate":1727690478216,"gmtModify":1727690942910,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"然后现在又开始要死不活了 又是新的难蚌[捂脸]","listText":"然后现在又开始要死不活了 又是新的难蚌[捂脸]","text":"然后现在又开始要死不活了 又是新的难蚌[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355045416562992","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353972255883584,"gmtCreate":1727436275204,"gmtModify":1727441982997,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"哈哈 高盛：？","listText":"哈哈 高盛：？","text":"哈哈 高盛：？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353972255883584","repostId":"2470073741","repostType":2,"repost":{"id":"2470073741","kind":"news","pubTimestamp":1727411000,"share":"https://www.laohu8.com/m/news/2470073741?lang=&edition=full","pubTime":"2024-09-27 12:23","market":"us","language":"zh","title":"对冲基金大佬泰珀：卖英伟达，买中国股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2470073741","media":"智通财经","summary":"智通财经获悉，亿万富翁投资者大卫·泰珀表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。相反，泰珀建议投资“买入一切”中国相关的资产。今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团和美国科技巨头的股份被削减。","content":"<html><head></head><body><p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。</p><p>英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。</p><p>英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”</p><p>相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”</p><p>今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.US)在内的中国股票。</p><p>他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。</p><p>截至发稿，英伟达盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/313fc35fc1f4de776a1769865e4e71a8\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金大佬泰珀：卖英伟达，买中国股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n对冲基金大佬泰珀：卖英伟达，买中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 12:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1187986.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1187986.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1187986.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470073741","content_text":"亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和百度(BIDU.US)在内的中国股票。他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。截至发稿，英伟达盘前跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}