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高芬卡FD
07-22 19:08
$特斯拉(TSLA)$
明天人形机器人表演了,持筹者的盛宴,高潮都是卖点…【马斯克:特斯拉将在明年小规模生产人形机器人】马斯克在社交媒体上表示,特斯拉将在明年小规模生产人形机器人,供特斯拉内部使用,并有望在2026年为其他公司大批量生产。
高芬卡FD
07-17
$英伟达(NVDA)$
我记得你是说要看英伟达的18日的财报,再做下一步打算。这个本身是对的,坚持出发点是对的,何必痛心疾首认知以外的盈利呢?认知以外的收益,怎么赚的怎么亏回去。早晚
高芬卡FD
07-12
$SoundHound AI Inc(SOUN)$
今天大盘高开低走,还好我们还持有SoundHound AI(SOUN),AI的魔力,关键时候就体现出他的巨大魅力来了……
高芬卡FD
07-11
$能链智电(NAAS)$
有买单开始进来顶住股价了,今晚的节奏跟前几天的不同,有可能止跌反弹了
高芬卡FD
07-11
$苹果(AAPL)$
AI有望提振iPhone 16销量!苹果坐稳“股王”宝座监管是一大阻碍AI有望提振iPhone 16销量!苹果坐稳“股王”宝座
高芬卡FD
07-11
$苹果(AAPL)$
果链二季度赚麻了,苹果二季度应该也不会差吧,要是它再超预期,那就真的上四万亿了。四万亿!刀乐!
高芬卡FD
07-10
$超微电脑(SMCI)$
对很多人来讲, 液冷是一个卖点; 但其实市场上这么多人都说自己有液冷, 超微能做到的就是, 在别人还在讲方案的时候, 已经领先提供含液冷的产品了
高芬卡FD
07-10
$美国超微公司(AMD)$
最被市场无视的AI 芯片股, LISA SU 之前给出的今年MI 300系列销售额 是4B ,我相信某一个财报后 LISA 会上调到5B (供应链瓶颈已经出现明显改善),而对照AVGO 12B 的AI 相关的销售额和AVGO 的市值比 换算AMD 的合理股价应该是210左右而再考虑到 未来两年 AMD AI GPU 具备的爆发式增速比AVGO 的更大, AMD 合理价格理应更高
高芬卡FD
07-08
$Faraday Future(FFIE)$
很快再创新低,跌倒0.025合股,40合1,正好股价1块钱。40亿股,又变成1亿股,然后再申请扩股到40亿股,然后再合股,周而复始。中间择机释放点消息,拉一波,多头空头一起收割。
高芬卡FD
07-08
$ARM Holdings Ltd(ARM)$
又赚10000亿,孙正义是投资大师,还是赌徒!孙正义私有化ARM花费了310亿美金,如今二度上市市值1680亿美金,净赚1370亿美金;购入4.9%英伟达股票于2019年33亿美金卖出,如今价值1520亿美金。在人工智能撒大网,可惜没有坚定持有龙头,不过ARM也没少赚钱,投资阿里卖了400亿美金,基本上都在wework亏的一干二净,投资几百亿美金如今市值只有170万美金,靠着AI热点让孙正义又赚了1300亿美金!孙正义手笔越来越大,几百亿几百亿美金的下注,亏也亏得厉害,赚也是赚的厉害,巴菲特更注重企业经营健康程度,孙正义更专注互联网与科技。泡沫大,风险大,收益更大。
高芬卡FD
07-03
$苹果(AAPL)$
去年底,英国《金融时报》报道称,微软对 OpenAI 的投资高达 100 亿美元,作为长期合作协议的一部分,这笔资金为 OpenAI 的发展注入了强劲动力。与此形成鲜明对比的是,苹果则分文没花,就得到了 OpenAI 观察员的席位。外媒最近曝光了苹果与 OpenAI 的合作细节。尽管将 ChatGPT 服务集成到了 Apple intelligence,但苹果并不需要向 OpenAI 支付费用。在苹果看来,将 OpenAI 的品牌和技术推广到数亿台设备的价值不亚于支付高昂的经济补偿,甚至更高。此外,苹果与 OpenAI 的合作框架允许后者通过苹果设备吸引免费用户转为付费订阅者。OpenAI 的订阅服务起价为每月 20 美元,苹果或将作为平台方,从中提取一定比例的收益。值得一提的是,ChatGPT 模型也并非苹果的唯一选择。有消息称,苹果目前也在与 Google Gemini、Anthropic Claude 等模型进行洽谈。
高芬卡FD
07-03
$特斯拉(TSLA)$
转:马斯克在X上发帖称:一旦特斯拉完全解决了自动驾驶问题,并量产擎天柱机器人,任何仍持有空头头寸的人都会被消灭,即便是盖茨也不例外。
高芬卡FD
07-03
$美光科技(MU)$
相比三星和SK海力士,美光的Fab 空间最不足,所以扩产很积极:1)HBM由于TSV和后端工艺需要更大的Fab空间,但美光的DRAM Fab在全球广泛分布,存在灵活用地和扩张的困难……2)美光计划从1c(1γ ) nm工艺开始应用DRAM EUV,EUV需要更高的洁净室和更大面积…3)由于HBM产能扩大和技术迁移,美光晶圆输入产能在24Q4将达到305K/月,与减产前(22Q3)的最高值的360K/月相比,预计将减少15%
高芬卡FD
07-02
$Coinbase Global, Inc.(COIN)$
估计这轮反弹创新高应该是大概率的事情。拿了1年半,每次回调基本上都超过30%,波动性有点大,有点考验人的
高芬卡FD
07-02
$微软(MSFT)$
在一家科技巨头公司里的上班族,最佳的状态就是用尽各种方式吸收公司的股票,然后长期持有,这样几十年下来,你可能就成了公司最富有的员工。比如微软的史蒂夫·鲍尔默,他的净资产达到了1572亿美元,而盖茨的财富为1567亿美元,在鲍尔默的净资产中,有超过90%的部分是微软股票。这样的好公司不少,比如苹果
$苹果(AAPL)$
、英伟达
$英伟达(NVDA)$
、Meta
$Meta Platforms(META)$
、谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
、特斯拉
$特斯拉(TSLA)$
。
高芬卡FD
07-02
$理想汽车(LI)$
6月新能源销量出来了,理想再度拔得头筹。我们今天就来对比一下新势力的大哥和二哥。为什么要对比呢?因为他们两个实在太像了,连车型对标都一模一样。首先看到1、2、3月理想被问界压制,这也怪理想的不思进取,其除了在战术维度的一些创新之外,几乎没有任何差异化的核心技术,这使得其极易被模仿,所以很快便陷入到同质化的竞争中,并被那些问界这样经营能力更强的企业迅速赶超。加上mega被友商“黑”了一把。4、5、6月理想再度反超且优势在扩大,很大一部分增量来自理想L6。L6在5月交付接近1.3万辆,6月超过2万辆。除此之外中东和和俄罗斯的销量也是其助力之一。但目前赛力斯也在积极布局海外市场。日后理想和赛力斯必有一场死斗~~~~
高芬卡FD
06-17
$理想汽车(LI)$
理想是一家好公司,这点毋庸置疑。mega是划时代作品,L6性价比非常高。但理想目前不是一只好股票
高芬卡FD
06-17
$特斯拉(TSLA)$
马斯克表示,特斯拉机器人Optimus将为公司带来巨大利润,在大规模生产时每年可赚取1万亿美元的利润。
高芬卡FD
06-14
$Adobe(ADBE)$
Adobe现在预计收入为214亿美元至215亿美元,高于之前预测的213亿美元至215亿美元。公司预计年度新的数字媒体净ARR为19.5亿美元,高于之前的19亿美元。公司现在预计全年的调整后每股收益为18美元至18.2美元,高于之前的17.6美元至18美元。
高芬卡FD
06-14
$微软(MSFT)$
美元是硬货,全球买啊,你忘了产品卖全世界,却忘了,美国资产算世界买,比如微软,月线一路涨。。。
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有买单开始进来顶住股价了,今晚的节奏跟前几天的不同,有可能止跌反弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326453340119040","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326450327212032,"gmtCreate":1720702400387,"gmtModify":1720702402908,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>AI有望提振iPhone 16销量!苹果坐稳“股王”宝座监管是一大阻碍AI有望提振iPhone 16销量!苹果坐稳“股王”宝座","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>AI有望提振iPhone 16销量!苹果坐稳“股王”宝座监管是一大阻碍AI有望提振iPhone 16销量!苹果坐稳“股王”宝座","text":"$苹果(AAPL)$ AI有望提振iPhone 16销量!苹果坐稳“股王”宝座监管是一大阻碍AI有望提振iPhone 16销量!苹果坐稳“股王”宝座","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326450327212032","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326446003494912,"gmtCreate":1720701344792,"gmtModify":1720701351719,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>果链二季度赚麻了,苹果二季度应该也不会差吧,要是它再超预期,那就真的上四万亿了。四万亿!刀乐!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>果链二季度赚麻了,苹果二季度应该也不会差吧,要是它再超预期,那就真的上四万亿了。四万亿!刀乐!","text":"$苹果(AAPL)$ 果链二季度赚麻了,苹果二季度应该也不会差吧,要是它再超预期,那就真的上四万亿了。四万亿!刀乐!","images":[{"img":"https://static.tigerbbs.com/5cfd1ad37bd2499643534f36d76d8106","width":"505","height":"301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326446003494912","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326058431188992,"gmtCreate":1720606722647,"gmtModify":1720606724827,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 对很多人来讲, 液冷是一个卖点; 但其实市场上这么多人都说自己有液冷, 超微能做到的就是, 在别人还在讲方案的时候, 已经领先提供含液冷的产品了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 对很多人来讲, 液冷是一个卖点; 但其实市场上这么多人都说自己有液冷, 超微能做到的就是, 在别人还在讲方案的时候, 已经领先提供含液冷的产品了","text":"$超微电脑(SMCI)$ 对很多人来讲, 液冷是一个卖点; 但其实市场上这么多人都说自己有液冷, 超微能做到的就是, 在别人还在讲方案的时候, 已经领先提供含液冷的产品了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326058431188992","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326052746194944,"gmtCreate":1720605334709,"gmtModify":1720605337397,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 最被市场无视的AI 芯片股, LISA SU 之前给出的今年MI 300系列销售额 是4B ,我相信某一个财报后 LISA 会上调到5B (供应链瓶颈已经出现明显改善),而对照AVGO 12B 的AI 相关的销售额和AVGO 的市值比 换算AMD 的合理股价应该是210左右而再考虑到 未来两年 AMD AI GPU 具备的爆发式增速比AVGO 的更大, AMD 合理价格理应更高","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 最被市场无视的AI 芯片股, LISA SU 之前给出的今年MI 300系列销售额 是4B ,我相信某一个财报后 LISA 会上调到5B (供应链瓶颈已经出现明显改善),而对照AVGO 12B 的AI 相关的销售额和AVGO 的市值比 换算AMD 的合理股价应该是210左右而再考虑到 未来两年 AMD AI GPU 具备的爆发式增速比AVGO 的更大, AMD 合理价格理应更高","text":"$美国超微公司(AMD)$ 最被市场无视的AI 芯片股, LISA SU 之前给出的今年MI 300系列销售额 是4B ,我相信某一个财报后 LISA 会上调到5B (供应链瓶颈已经出现明显改善),而对照AVGO 12B 的AI 相关的销售额和AVGO 的市值比 换算AMD 的合理股价应该是210左右而再考虑到 未来两年 AMD AI GPU 具备的爆发式增速比AVGO 的更大, AMD 合理价格理应更高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326052746194944","isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325223642058776,"gmtCreate":1720436468351,"gmtModify":1720436470973,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 很快再创新低,跌倒0.025合股,40合1,正好股价1块钱。40亿股,又变成1亿股,然后再申请扩股到40亿股,然后再合股,周而复始。中间择机释放点消息,拉一波,多头空头一起收割。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 很快再创新低,跌倒0.025合股,40合1,正好股价1块钱。40亿股,又变成1亿股,然后再申请扩股到40亿股,然后再合股,周而复始。中间择机释放点消息,拉一波,多头空头一起收割。","text":"$Faraday Future(FFIE)$ 很快再创新低,跌倒0.025合股,40合1,正好股价1块钱。40亿股,又变成1亿股,然后再申请扩股到40亿股,然后再合股,周而复始。中间择机释放点消息,拉一波,多头空头一起收割。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325223642058776","isVote":1,"tweetType":1,"viewCount":5109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325220662218752,"gmtCreate":1720435879211,"gmtModify":1720435883213,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 又赚10000亿,孙正义是投资大师,还是赌徒!孙正义私有化ARM花费了310亿美金,如今二度上市市值1680亿美金,净赚1370亿美金;购入4.9%英伟达股票于2019年33亿美金卖出,如今价值1520亿美金。在人工智能撒大网,可惜没有坚定持有龙头,不过ARM也没少赚钱,投资阿里卖了400亿美金,基本上都在wework亏的一干二净,投资几百亿美金如今市值只有170万美金,靠着AI热点让孙正义又赚了1300亿美金!孙正义手笔越来越大,几百亿几百亿美金的下注,亏也亏得厉害,赚也是赚的厉害,巴菲特更注重企业经营健康程度,孙正义更专注互联网与科技。泡沫大,风险大,收益更大。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 又赚10000亿,孙正义是投资大师,还是赌徒!孙正义私有化ARM花费了310亿美金,如今二度上市市值1680亿美金,净赚1370亿美金;购入4.9%英伟达股票于2019年33亿美金卖出,如今价值1520亿美金。在人工智能撒大网,可惜没有坚定持有龙头,不过ARM也没少赚钱,投资阿里卖了400亿美金,基本上都在wework亏的一干二净,投资几百亿美金如今市值只有170万美金,靠着AI热点让孙正义又赚了1300亿美金!孙正义手笔越来越大,几百亿几百亿美金的下注,亏也亏得厉害,赚也是赚的厉害,巴菲特更注重企业经营健康程度,孙正义更专注互联网与科技。泡沫大,风险大,收益更大。","text":"$ARM Holdings Ltd(ARM)$ 又赚10000亿,孙正义是投资大师,还是赌徒!孙正义私有化ARM花费了310亿美金,如今二度上市市值1680亿美金,净赚1370亿美金;购入4.9%英伟达股票于2019年33亿美金卖出,如今价值1520亿美金。在人工智能撒大网,可惜没有坚定持有龙头,不过ARM也没少赚钱,投资阿里卖了400亿美金,基本上都在wework亏的一干二净,投资几百亿美金如今市值只有170万美金,靠着AI热点让孙正义又赚了1300亿美金!孙正义手笔越来越大,几百亿几百亿美金的下注,亏也亏得厉害,赚也是赚的厉害,巴菲特更注重企业经营健康程度,孙正义更专注互联网与科技。泡沫大,风险大,收益更大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325220662218752","isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323481189658624,"gmtCreate":1720011203293,"gmtModify":1720012020716,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 去年底,英国《金融时报》报道称,微软对 OpenAI 的投资高达 100 亿美元,作为长期合作协议的一部分,这笔资金为 OpenAI 的发展注入了强劲动力。与此形成鲜明对比的是,苹果则分文没花,就得到了 OpenAI 观察员的席位。外媒最近曝光了苹果与 OpenAI 的合作细节。尽管将 ChatGPT 服务集成到了 Apple intelligence,但苹果并不需要向 OpenAI 支付费用。在苹果看来,将 OpenAI 的品牌和技术推广到数亿台设备的价值不亚于支付高昂的经济补偿,甚至更高。此外,苹果与 OpenAI 的合作框架允许后者通过苹果设备吸引免费用户转为付费订阅者。OpenAI 的订阅服务起价为每月 20 美元,苹果或将作为平台方,从中提取一定比例的收益。值得一提的是,ChatGPT 模型也并非苹果的唯一选择。有消息称,苹果目前也在与 Google Gemini、Anthropic Claude 等模型进行洽谈。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 去年底,英国《金融时报》报道称,微软对 OpenAI 的投资高达 100 亿美元,作为长期合作协议的一部分,这笔资金为 OpenAI 的发展注入了强劲动力。与此形成鲜明对比的是,苹果则分文没花,就得到了 OpenAI 观察员的席位。外媒最近曝光了苹果与 OpenAI 的合作细节。尽管将 ChatGPT 服务集成到了 Apple intelligence,但苹果并不需要向 OpenAI 支付费用。在苹果看来,将 OpenAI 的品牌和技术推广到数亿台设备的价值不亚于支付高昂的经济补偿,甚至更高。此外,苹果与 OpenAI 的合作框架允许后者通过苹果设备吸引免费用户转为付费订阅者。OpenAI 的订阅服务起价为每月 20 美元,苹果或将作为平台方,从中提取一定比例的收益。值得一提的是,ChatGPT 模型也并非苹果的唯一选择。有消息称,苹果目前也在与 Google Gemini、Anthropic Claude 等模型进行洽谈。","text":"$苹果(AAPL)$ 去年底,英国《金融时报》报道称,微软对 OpenAI 的投资高达 100 亿美元,作为长期合作协议的一部分,这笔资金为 OpenAI 的发展注入了强劲动力。与此形成鲜明对比的是,苹果则分文没花,就得到了 OpenAI 观察员的席位。外媒最近曝光了苹果与 OpenAI 的合作细节。尽管将 ChatGPT 服务集成到了 Apple intelligence,但苹果并不需要向 OpenAI 支付费用。在苹果看来,将 OpenAI 的品牌和技术推广到数亿台设备的价值不亚于支付高昂的经济补偿,甚至更高。此外,苹果与 OpenAI 的合作框架允许后者通过苹果设备吸引免费用户转为付费订阅者。OpenAI 的订阅服务起价为每月 20 美元,苹果或将作为平台方,从中提取一定比例的收益。值得一提的是,ChatGPT 模型也并非苹果的唯一选择。有消息称,苹果目前也在与 Google Gemini、Anthropic Claude 等模型进行洽谈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323481189658624","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323479611887640,"gmtCreate":1720010679735,"gmtModify":1720010681407,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 转:马斯克在X上发帖称:一旦特斯拉完全解决了自动驾驶问题,并量产擎天柱机器人,任何仍持有空头头寸的人都会被消灭,即便是盖茨也不例外。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 转:马斯克在X上发帖称:一旦特斯拉完全解决了自动驾驶问题,并量产擎天柱机器人,任何仍持有空头头寸的人都会被消灭,即便是盖茨也不例外。","text":"$特斯拉(TSLA)$ 转:马斯克在X上发帖称:一旦特斯拉完全解决了自动驾驶问题,并量产擎天柱机器人,任何仍持有空头头寸的人都会被消灭,即便是盖茨也不例外。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323479611887640","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323477503188992,"gmtCreate":1720010303277,"gmtModify":1720010308582,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v> 相比三星和SK海力士,美光的Fab 空间最不足,所以扩产很积极:1)HBM由于TSV和后端工艺需要更大的Fab空间,但美光的DRAM Fab在全球广泛分布,存在灵活用地和扩张的困难……2)美光计划从1c(1γ ) nm工艺开始应用DRAM EUV,EUV需要更高的洁净室和更大面积…3)由于HBM产能扩大和技术迁移,美光晶圆输入产能在24Q4将达到305K/月,与减产前(22Q3)的最高值的360K/月相比,预计将减少15%","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v> 相比三星和SK海力士,美光的Fab 空间最不足,所以扩产很积极:1)HBM由于TSV和后端工艺需要更大的Fab空间,但美光的DRAM Fab在全球广泛分布,存在灵活用地和扩张的困难……2)美光计划从1c(1γ ) nm工艺开始应用DRAM EUV,EUV需要更高的洁净室和更大面积…3)由于HBM产能扩大和技术迁移,美光晶圆输入产能在24Q4将达到305K/月,与减产前(22Q3)的最高值的360K/月相比,预计将减少15%","text":"$美光科技(MU)$ 相比三星和SK海力士,美光的Fab 空间最不足,所以扩产很积极:1)HBM由于TSV和后端工艺需要更大的Fab空间,但美光的DRAM Fab在全球广泛分布,存在灵活用地和扩张的困难……2)美光计划从1c(1γ ) nm工艺开始应用DRAM EUV,EUV需要更高的洁净室和更大面积…3)由于HBM产能扩大和技术迁移,美光晶圆输入产能在24Q4将达到305K/月,与减产前(22Q3)的最高值的360K/月相比,预计将减少15%","images":[{"img":"https://static.tigerbbs.com/ee3907e3b7836773ff210a5708930543","width":"411","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323477503188992","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323197196353816,"gmtCreate":1719925193046,"gmtModify":1719925194545,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 估计这轮反弹创新高应该是大概率的事情。拿了1年半,每次回调基本上都超过30%,波动性有点大,有点考验人的","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 估计这轮反弹创新高应该是大概率的事情。拿了1年半,每次回调基本上都超过30%,波动性有点大,有点考验人的","text":"$Coinbase Global, Inc.(COIN)$ 估计这轮反弹创新高应该是大概率的事情。拿了1年半,每次回调基本上都超过30%,波动性有点大,有点考验人的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323197196353816","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323194099212288,"gmtCreate":1719924672691,"gmtModify":1719924679270,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 在一家科技巨头公司里的上班族,最佳的状态就是用尽各种方式吸收公司的股票,然后长期持有,这样几十年下来,你可能就成了公司最富有的员工。比如微软的史蒂夫·鲍尔默,他的净资产达到了1572亿美元,而盖茨的财富为1567亿美元,在鲍尔默的净资产中,有超过90%的部分是微软股票。这样的好公司不少,比如苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、Meta <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 、谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 、特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 在一家科技巨头公司里的上班族,最佳的状态就是用尽各种方式吸收公司的股票,然后长期持有,这样几十年下来,你可能就成了公司最富有的员工。比如微软的史蒂夫·鲍尔默,他的净资产达到了1572亿美元,而盖茨的财富为1567亿美元,在鲍尔默的净资产中,有超过90%的部分是微软股票。这样的好公司不少,比如苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、Meta <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 、谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 、特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 。","text":"$微软(MSFT)$ 在一家科技巨头公司里的上班族,最佳的状态就是用尽各种方式吸收公司的股票,然后长期持有,这样几十年下来,你可能就成了公司最富有的员工。比如微软的史蒂夫·鲍尔默,他的净资产达到了1572亿美元,而盖茨的财富为1567亿美元,在鲍尔默的净资产中,有超过90%的部分是微软股票。这样的好公司不少,比如苹果 $苹果(AAPL)$ 、英伟达 $英伟达(NVDA)$ 、Meta $Meta Platforms(META)$ 、谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 、特斯拉 $特斯拉(TSLA)$ 。","images":[{"img":"https://static.tigerbbs.com/226293fcea1461d0f603241940026ce6","width":"901","height":"559"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323194099212288","isVote":1,"tweetType":1,"viewCount":3054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434240947035780","authorId":"3434240947035780","name":"慌什么","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现在英伟达的员工是最幸福的","text":"现在英伟达的员工是最幸福的","html":"现在英伟达的员工是最幸福的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323189749723136,"gmtCreate":1719923610804,"gmtModify":1719923616837,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 6月新能源销量出来了,理想再度拔得头筹。我们今天就来对比一下新势力的大哥和二哥。为什么要对比呢?因为他们两个实在太像了,连车型对标都一模一样。首先看到1、2、3月理想被问界压制,这也怪理想的不思进取,其除了在战术维度的一些创新之外,几乎没有任何差异化的核心技术,这使得其极易被模仿,所以很快便陷入到同质化的竞争中,并被那些问界这样经营能力更强的企业迅速赶超。加上mega被友商“黑”了一把。4、5、6月理想再度反超且优势在扩大,很大一部分增量来自理想L6。L6在5月交付接近1.3万辆,6月超过2万辆。除此之外中东和和俄罗斯的销量也是其助力之一。但目前赛力斯也在积极布局海外市场。日后理想和赛力斯必有一场死斗~~~~","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 6月新能源销量出来了,理想再度拔得头筹。我们今天就来对比一下新势力的大哥和二哥。为什么要对比呢?因为他们两个实在太像了,连车型对标都一模一样。首先看到1、2、3月理想被问界压制,这也怪理想的不思进取,其除了在战术维度的一些创新之外,几乎没有任何差异化的核心技术,这使得其极易被模仿,所以很快便陷入到同质化的竞争中,并被那些问界这样经营能力更强的企业迅速赶超。加上mega被友商“黑”了一把。4、5、6月理想再度反超且优势在扩大,很大一部分增量来自理想L6。L6在5月交付接近1.3万辆,6月超过2万辆。除此之外中东和和俄罗斯的销量也是其助力之一。但目前赛力斯也在积极布局海外市场。日后理想和赛力斯必有一场死斗~~~~","text":"$理想汽车(LI)$ 6月新能源销量出来了,理想再度拔得头筹。我们今天就来对比一下新势力的大哥和二哥。为什么要对比呢?因为他们两个实在太像了,连车型对标都一模一样。首先看到1、2、3月理想被问界压制,这也怪理想的不思进取,其除了在战术维度的一些创新之外,几乎没有任何差异化的核心技术,这使得其极易被模仿,所以很快便陷入到同质化的竞争中,并被那些问界这样经营能力更强的企业迅速赶超。加上mega被友商“黑”了一把。4、5、6月理想再度反超且优势在扩大,很大一部分增量来自理想L6。L6在5月交付接近1.3万辆,6月超过2万辆。除此之外中东和和俄罗斯的销量也是其助力之一。但目前赛力斯也在积极布局海外市场。日后理想和赛力斯必有一场死斗~~~~","images":[{"img":"https://static.tigerbbs.com/3caa41dc71ee561071a1fab712b7d891","width":"845","height":"481"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323189749723136","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":317875330215992,"gmtCreate":1718614411304,"gmtModify":1718614431177,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想是一家好公司,这点毋庸置疑。mega是划时代作品,L6性价比非常高。但理想目前不是一只好股票","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想是一家好公司,这点毋庸置疑。mega是划时代作品,L6性价比非常高。但理想目前不是一只好股票","text":"$理想汽车(LI)$ 理想是一家好公司,这点毋庸置疑。mega是划时代作品,L6性价比非常高。但理想目前不是一只好股票","images":[{"img":"https://static.tigerbbs.com/3571f279f6aa242a765c57326576d3cc","width":"1457","height":"1415"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/317875330215992","isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":317871146348600,"gmtCreate":1718613389851,"gmtModify":1718615655310,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 马斯克表示,特斯拉机器人Optimus将为公司带来巨大利润,在大规模生产时每年可赚取1万亿美元的利润。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 马斯克表示,特斯拉机器人Optimus将为公司带来巨大利润,在大规模生产时每年可赚取1万亿美元的利润。","text":"$特斯拉(TSLA)$ 马斯克表示,特斯拉机器人Optimus将为公司带来巨大利润,在大规模生产时每年可赚取1万亿美元的利润。","images":[{"img":"https://static.tigerbbs.com/9c171bd0b67cbbf34d0b1c00745b46ff","width":"1395","height":"1209"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317871146348600","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316885943308400,"gmtCreate":1718372649340,"gmtModify":1718372653433,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a> <v-v data-views=\"1\"></v-v>Adobe现在预计收入为214亿美元至215亿美元,高于之前预测的213亿美元至215亿美元。公司预计年度新的数字媒体净ARR为19.5亿美元,高于之前的19亿美元。公司现在预计全年的调整后每股收益为18美元至18.2美元,高于之前的17.6美元至18美元。","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a> <v-v data-views=\"1\"></v-v>Adobe现在预计收入为214亿美元至215亿美元,高于之前预测的213亿美元至215亿美元。公司预计年度新的数字媒体净ARR为19.5亿美元,高于之前的19亿美元。公司现在预计全年的调整后每股收益为18美元至18.2美元,高于之前的17.6美元至18美元。","text":"$Adobe(ADBE)$ Adobe现在预计收入为214亿美元至215亿美元,高于之前预测的213亿美元至215亿美元。公司预计年度新的数字媒体净ARR为19.5亿美元,高于之前的19亿美元。公司现在预计全年的调整后每股收益为18美元至18.2美元,高于之前的17.6美元至18美元。","images":[{"img":"https://static.tigerbbs.com/292bb1904ecab31bf63fc239dd320272","width":"249","height":"307"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316885943308400","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316883911090288,"gmtCreate":1718372153193,"gmtModify":1718372157166,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 美元是硬货,全球买啊,你忘了产品卖全世界,却忘了,美国资产算世界买,比如微软,月线一路涨。。。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 美元是硬货,全球买啊,你忘了产品卖全世界,却忘了,美国资产算世界买,比如微软,月线一路涨。。。","text":"$微软(MSFT)$ 美元是硬货,全球买啊,你忘了产品卖全世界,却忘了,美国资产算世界买,比如微软,月线一路涨。。。","images":[{"img":"https://static.tigerbbs.com/d98a9e33def9947512a5b31b652a4438","width":"317","height":"301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316883911090288","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":253768689225776,"gmtCreate":1702991322975,"gmtModify":1702991327859,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v 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我个人看法,明年进入降息周期,石油大概率率先价格上行,去到90-120区间,但就跟新能源一样,利润兑现前,股价开启下降通道,否则巴老爷子应该明年3月再买进西方石油,而不是今年3月。然后会复制油运的走势,回调后找个位置横着,直到油价崩塌前一年","images":[{"img":"https://static.tigerbbs.com/14a4144bdc37e0e78af835f320cc5914","width":"357","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/253768689225776","isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257281064034352,"gmtCreate":1703841553743,"gmtModify":1703842555764,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>汽车里面,就看蔚来能否靠换电和设计驱动来脱离内卷,目前看还挺难。除开蔚来,所有车企都是同质化竞争,区别只在于外观设计的区别,小米汽车 <a 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出来以后,连外观设计都差不多了。。。","images":[{"img":"https://static.tigerbbs.com/762f5db7418f0484487ba65973cf081c","width":"473","height":"337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":75,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/257281064034352","isVote":1,"tweetType":1,"viewCount":11277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0},"content":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","text":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","html":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311126636556456,"gmtCreate":1716977063170,"gmtModify":1716977068206,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","images":[{"img":"https://static.tigerbbs.com/68df8a7bca9c2a362a162b9204e72c6c","width":"777","height":"621"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311126636556456","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547952722526240","authorId":"3547952722526240","name":"欧克超人","avatar":"https://static.tigerbbs.com/cdcc270eb86707464ec041fc5352a565","crmLevel":5,"crmLevelSwitch":0},"content":"还有99港纸可跌呢?","text":"还有99港纸可跌呢?","html":"还有99港纸可跌呢?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":240205175324736,"gmtCreate":1699674452686,"gmtModify":1699674453774,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","text":"$拼多多(PDD)$ 拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/240205175324736","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625683152912,"gmtCreate":1711975638162,"gmtModify":1711975641843,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","listText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","text":"苹果 $苹果(AAPL)$ 、AMD $美国超微公司(AMD)$ 等很多纳斯达克巨头,哪个没经历过蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 $英伟达(NVDA)$ 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/290625683152912","isVote":1,"tweetType":1,"viewCount":3146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":3,"crmLevelSwitch":0},"content":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","text":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","html":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299069024894984,"gmtCreate":1714049529803,"gmtModify":1714050391363,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299069024894984","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860944838808,"gmtCreate":1712748411379,"gmtModify":1712754149530,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"阿里 <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> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","listText":"阿里 <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> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","text":"阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 $京东(JD)$ +PDD $拼多多(PDD)$ 都可以,那我为什么要在手机上多一个APP呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/293860944838808","isVote":1,"tweetType":1,"viewCount":2774,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","text":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","html":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290627169660968,"gmtCreate":1711976115468,"gmtModify":1712055864682,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","listText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","text":"mara $Marathon Digital Holdings Inc(MARA)$ 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290627169660968","isVote":1,"tweetType":1,"viewCount":6580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259090707779584,"gmtCreate":1704282404176,"gmtModify":1704336566652,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","text":"$纳指三倍做空ETF(SQQQ)$ nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259090707779584","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247398863380496,"gmtCreate":1701424189432,"gmtModify":1701424457942,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","text":"$蔚来(NIO)$ $小鹏汽车(XPEV)$ $比亚迪ADR(BYDDY)$ 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/247398863380496","isVote":1,"tweetType":1,"viewCount":1818,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0},"content":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","text":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","html":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249207884320824,"gmtCreate":1701846948305,"gmtModify":1701846950114,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","listText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","text":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 $美团-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249207884320824","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217680288432176,"gmtCreate":1694178898182,"gmtModify":1694180228594,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","text":"$VinFast Auto(VFS)$ 地心引力还是起作用了,但还是比$小鹏汽车(XPEV)$ +$蔚来(NIO)$ 两个之和还高不少。 给1美元一股,不能再多了! $VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217680288432176","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286417214603304,"gmtCreate":1710943627421,"gmtModify":1710943792610,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","listText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","text":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 $台积电(TSM)$","images":[{"img":"https://static.tigerbbs.com/7ba0293cf78806e62cfa9461c3f9d0bc","width":"395","height":"181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/286417214603304","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285345715511328,"gmtCreate":1710671446281,"gmtModify":1710671447875,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/285345715511328","isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"100797458828552","authorId":"100797458828552","name":"解析延拓","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"深度学习的算力被他一家垄断,晓得吧","text":"深度学习的算力被他一家垄断,晓得吧","html":"深度学习的算力被他一家垄断,晓得吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281759419228232,"gmtCreate":1709815044377,"gmtModify":1709815064624,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <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> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","listText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <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> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","text":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","images":[{"img":"https://static.tigerbbs.com/69ae1b81469b1c970191ca325e301d14","width":"433","height":"273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/281759419228232","isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568436828351182","authorId":"3568436828351182","name":"李狗蛋儿爸爸","avatar":"https://static.tigerbbs.com/4e77fa3f12be4757f7a68853b86b7993","crmLevel":1,"crmLevelSwitch":0},"content":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","text":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","html":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232620736565264,"gmtCreate":1697800499035,"gmtModify":1697800503585,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","text":"$Faraday Future(FFIE)$ 卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","images":[{"img":"https://static.tigerbbs.com/e37d47b21a9e35152aee0923cd4a2fde","width":"481","height":"351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/232620736565264","isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555136433661721","authorId":"3555136433661721","name":"yt60156015","avatar":"https://static.tigerbbs.com/1aabca619a4578423eb9296e72f5a172","crmLevel":2,"crmLevelSwitch":0},"content":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","text":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","html":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288513128370216,"gmtCreate":1711459992107,"gmtModify":1711459994249,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v>","listText":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v>","text":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/288513128370216","isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1},"content":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统","text":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统","html":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281413971935304,"gmtCreate":1709730706658,"gmtModify":1709730707990,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"英伟达 市值 今年底必将突破 10万亿美元! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"英伟达 市值 今年底必将突破 10万亿美元! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"英伟达 市值 今年底必将突破 10万亿美元! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/281413971935304","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"又疯了一个,抬走 [白眼]","text":"又疯了一个,抬走 [白眼]","html":"又疯了一个,抬走 [白眼]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261598162616320,"gmtCreate":1704894575768,"gmtModify":1704894577051,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","text":"$蔚来(NIO)$ 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261598162616320","isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298348666884224,"gmtCreate":1713877263282,"gmtModify":1713877271196,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<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> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","listText":"<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> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","images":[{"img":"https://static.tigerbbs.com/cc32199c2567e6be80e13907c48edaa7","width":"797","height":"723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/298348666884224","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}