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迪士尼迪斯尼
08-01
$高通(QCOM)$
ceo是最大空头,嘴巴是一点都不会说话,总是说预期不行,然后等到下个财报又超预期。工程师的脑子不适合做市值管理,换个ceo股价早起飞了
迪士尼迪斯尼
08-15 16:15
$京东(JD)$
京东建半天物流,被拼多多轻松打败,东子你怎么就这么菜,你能不能给支持你的股民长点脸,把这股价往上拉一拉
迪士尼迪斯尼
07-17
$美光科技(MU)$
这次玩美光期权,财务数据都不错,最后被指引给弄没了,加上IV太高,这个财报后期权会让一个中产直接变穷,真的太难做了
迪士尼迪斯尼
08-06
$特斯拉(TSLA)$
特斯拉的ai时刻,估计没有nv什么事,nv卖芯片能赚到0.5%的钱就不错了,特斯拉还有依据自己数据算法设计的dojo。数据中心的运营成本,从来就不是芯片占大头,也行甚至比不上变压器。
迪士尼迪斯尼
08-05
$英特尔(INTC)$
接下来几年内,可预见国产芯片会大量应用和替换,国外芯片的好日子到头了,华为全国产手机才是正解,而喜欢用国外芯片的企业将不得不做出抉择,不然,老百姓可不买账!英特尔将是第一块倒下的多米诺骨牌,英伟达,台积电,三星……一个个都跑不了!
迪士尼迪斯尼
08-02
$拼多多(PDD)$
晚点财经的文章说拼多多重新把G MV增长放在第一位。可是拼多多从来没有说过要把GMV增长放在第一位。多年前黄铮为此做过说明,说过pdd把复购率放在首位的。对应的是让货找人,让商品匹配消费者。把GMV放在第一位和拼多多的长期模式是相背的,所以可能性不高。相信黄老板的水平
迪士尼迪斯尼
07-22
$腾讯控股(00700)$
如果港府允许腾讯和支付宝这样的互联网巨头在港开展券商业务,考虑到它们在全球范围内拥有的庞大海外华人用户群,这确实有可能为港股市场带来显著的增量资金。这些公司不仅在国内市场占据主导地位,在海外也建立了广泛的用户基础,特别是在海外华人社区中,支付宝和腾讯的应用(如微信)已经成为日常生活的一部分。将券商业务融入这些互联网平台,能够极大地降低海外华人参与港股市场的门槛,提供更便捷的交易渠道。对于许多海外华人来说,他们可能对投资港股市场感兴趣,但由于语言障碍、信息不对称或交易不便,而未能积极参与。腾讯和支付宝的加入,凭借其用户友好型界面、本地化服务以及强大的技术支持,能够消除这些障碍,激发潜在投资者的兴趣。海外用户通过这些平台直接进行港股交易,不仅能够增加港股的国际曝光度,还能促进跨境资本流动,增强港股市场的国际竞争力。此外,随着交易活动的增加,港股的流动性也将得到提升,为上市公司创造更活跃的交易环境,同时也为投资者提供更多交易机会和潜在的收益空间。
迪士尼迪斯尼
07-31
$腾讯控股(00700)$
只要市场上对视频号的认知没有到达电商平台革命级别,腾讯都是低估的,反正我每次说一下视频号的好,就有一堆抖音爱好者来diss,绝大部分只是抖音用户,既没有抖音电商经验,也没有供应链经验
迪士尼迪斯尼
08-08
$苹果(AAPL)$
Apple Intelligence要20美元,这个价钱大家觉得贵吗?分析师告诉CNBC,苹果公司可能会向用户收取高达20美元的费用,以使用其先进的人工智能功能,这是该公司寻求推动其利润丰厚的服务业务增长的一部分举措。苹果计划在今年晚些时候在其部分设备上推出Apple Intelligence,这是其即将发布的人工智能系统。说实在的我觉得挺贵的
迪士尼迪斯尼
08-02
$好未来(TAL)$
看看财务报表。核心会计项目都有向好表现,营收增长50%+,毛利率提升2个百分点左右,利润上同比扭亏幅度较大,与营收增长基本匹配。 预收的学费也有60%+的增长,说明后续业绩保证不错。 整体评价财报应该是符合预期,且稍有超越。
迪士尼迪斯尼
07-17
$百度(BIDU)$
还是那句话,短期高估了技术的进步。
$百度(BIDU)$
目前的l4就没突破,你能想一场大雨,全城的出租车都停摆了吗?遇到corner case就停下来的网约车,要后台接管
迪士尼迪斯尼
07-12
$阿里巴巴(BABA)$
阿里入港股通前起码到100,入了港股通半年翻一倍不难吧!最坏的时期已过。
迪士尼迪斯尼
08-08
$台积电(TSM)$
我觉得台积电可能还得去一趟22-23倍估值。SMCI我估计会去15倍估值,本质上就是一个电脑/服务器/数据中心组装厂商,跟DELL一样,没啥技术门槛,后面应该没太多想象力了。谷歌的估值就比较好,现阶段买谷歌好像稍微稳一些
迪士尼迪斯尼
08-01
$Coinbase Global, Inc.(COIN)$
在这里工作了很长时间的加密货币专家。我拥有 CB 账户的时间比我记忆中的还要长。我不记得上次使用它是什么时候了。隐藏费用贼高,客服贼差,点差贼大
迪士尼迪斯尼
07-30
$特斯拉(TSLA)$
众所周知搞新能源车一开始都是巨亏,没有补贴的话很难扛,前几天我看到福特说今年预计亏50亿美元。没有补贴特斯拉最多少赚一些,但对手在巨额亏损下很难活下来。而有了补贴反而会培养出特斯拉的竞争对手
迪士尼迪斯尼
07-19
$特朗普媒体科技集团(DJT)$
周一大幅高开买 put 是不错的,第二天也不错,因为配售割韭菜但我觉得等配售利空消化完,后面还会拉一波,就看川普的热度了简而言之,涨多了空,跌多了就买。11 月,如果高位,就空。
迪士尼迪斯尼
08-16 21:12
$谷歌(GOOG)$
手机还有多个品牌可选,搜索似乎只有谷歌,谷歌的使用体验是遥遥领先的,搜索是用的人越多,能获得的反馈越多,使用体验越领先。
迪士尼迪斯尼
08-16 21:08
$腾讯控股(00700)$
如果说qq的成功运气成分大一些,那微信的成功更多源于pony的人品。在流量上,腾讯掌握了最具有护城河(梅特卡夫)效应的即时通讯流量。在使用上,腾讯非常克制。
迪士尼迪斯尼
08-15 16:24
$阿里巴巴(BABA)$
阿里的“平头哥”做了这么多年,也拥有“达摩院”级别的顶尖人才,但是以目前的市场占有率来看,还有很长一段时间的路要走。但最终结果肯定是好的这是个最符合第一性原理的长期赛道,只有持续耕耘、十倍投入,才会有好的结果。
迪士尼迪斯尼
08-15 16:19
$拼多多(PDD)$
拼多多在商家心目中的的地位,唯一一个商家盼着倒闭的平台,人神共愤,是真的离谱,我也希望拼多多早日倒闭,直接做空
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如果说qq的成功运气成分大一些,那微信的成功更多源于pony的人品。在流量上,腾讯掌握了最具有护城河(梅特卡夫)效应的即时通讯流量。在使用上,腾讯非常克制。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339173083705392","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338749308723248,"gmtCreate":1723710259149,"gmtModify":1723710261343,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>阿里的“平头哥”做了这么多年,也拥有“达摩院”级别的顶尖人才,但是以目前的市场占有率来看,还有很长一段时间的路要走。但最终结果肯定是好的这是个最符合第一性原理的长期赛道,只有持续耕耘、十倍投入,才会有好的结果。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v 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data-views=\"0\"></v-v>京东建半天物流,被拼多多轻松打败,东子你怎么就这么菜,你能不能给支持你的股民长点脸,把这股价往上拉一拉","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"0\"></v-v>京东建半天物流,被拼多多轻松打败,东子你怎么就这么菜,你能不能给支持你的股民长点脸,把这股价往上拉一拉","text":"$京东(JD)$ 京东建半天物流,被拼多多轻松打败,东子你怎么就这么菜,你能不能给支持你的股民长点脸,把这股价往上拉一拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338747082706992","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338745384583344,"gmtCreate":1723709424586,"gmtModify":1723709426123,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>用移动换了一点腾讯。腾讯不追求营收,挺好。活下去。。。。剩者就是胜者。如果互联网公司还有一家能活,腾讯机会最大。如果:白酒还有一家能活,茅台机会最大。运营商还有一家能活,移动机会最大。煤炭还有一家能活,神华机会最大。如果炒股的还有百分之一能活,收息佬机会最大。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>用移动换了一点腾讯。腾讯不追求营收,挺好。活下去。。。。剩者就是胜者。如果互联网公司还有一家能活,腾讯机会最大。如果:白酒还有一家能活,茅台机会最大。运营商还有一家能活,移动机会最大。煤炭还有一家能活,神华机会最大。如果炒股的还有百分之一能活,收息佬机会最大。","text":"$腾讯控股(00700)$ 用移动换了一点腾讯。腾讯不追求营收,挺好。活下去。。。。剩者就是胜者。如果互联网公司还有一家能活,腾讯机会最大。如果:白酒还有一家能活,茅台机会最大。运营商还有一家能活,移动机会最大。煤炭还有一家能活,神华机会最大。如果炒股的还有百分之一能活,收息佬机会最大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338745384583344","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338377214341616,"gmtCreate":1723621494227,"gmtModify":1723621496529,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v 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偶感而发,为什么我们认为特斯拉是一家人工智能机器人公司!一般一种误区就是大家都把机器人和人形过度联想倒一起。而其实我理解的机器人是自主程度.以及相对通用性.今后机器人可能以三种主要形态存在,无人机机器人,汽车机器人,人形机器人。为什么要加上无人机,虽然我认为人形机器人将完成大部分工作,但是根据第一性原理来看,在小物品10公里内分批运输的工作,比如外卖快递这些,即便是人配送也需要交通工具,即便是小型汽车机器人的效率也不如无人机。目前特斯拉在AGI机器人时代处在重要位置,如果能入股X.ai,和生产无人机。集齐这两块拼图讲形成强大闭环。顺便问一句大家觉得特斯拉有没有可能造无人机!对特斯拉有没有技术难度!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338377214341616","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338351424745648,"gmtCreate":1723615256001,"gmtModify":1723615257679,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多不可能搞自营,可以白嫖别人唯独不能白嫖自己,这种没社会责任感的公司早点倒闭,什么都是向这钱看,能不能对人们做点贡献","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多不可能搞自营,可以白嫖别人唯独不能白嫖自己,这种没社会责任感的公司早点倒闭,什么都是向这钱看,能不能对人们做点贡献","text":"$拼多多(PDD)$ 拼多多不可能搞自营,可以白嫖别人唯独不能白嫖自己,这种没社会责任感的公司早点倒闭,什么都是向这钱看,能不能对人们做点贡献","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338351424745648","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338349453890032,"gmtCreate":1723614716773,"gmtModify":1723614719287,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>看了看META的智能眼镜,还是略显笨拙。不过方向挺好的,骨传感耳机,智能摄像头(拍摄时间能再长一些),多模态AI支持,续航先至少搞个半天,镜腿再精致一些,做得跟普通眼镜差别不大,那就完美了,第一人称神器再等等,明年应该能出来不错的产品","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>看了看META的智能眼镜,还是略显笨拙。不过方向挺好的,骨传感耳机,智能摄像头(拍摄时间能再长一些),多模态AI支持,续航先至少搞个半天,镜腿再精致一些,做得跟普通眼镜差别不大,那就完美了,第一人称神器再等等,明年应该能出来不错的产品","text":"$Meta Platforms(META)$ 看了看META的智能眼镜,还是略显笨拙。不过方向挺好的,骨传感耳机,智能摄像头(拍摄时间能再长一些),多模态AI支持,续航先至少搞个半天,镜腿再精致一些,做得跟普通眼镜差别不大,那就完美了,第一人称神器再等等,明年应该能出来不错的产品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338349453890032","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338348411482608,"gmtCreate":1723614462279,"gmtModify":1723621114286,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","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>量能还是小,就是硬等明后天的数据,站稳141 盘后再上吧,后面继续做多,跟上吃肉跟不上喝汤","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>量能还是小,就是硬等明后天的数据,站稳141 盘后再上吧,后面继续做多,跟上吃肉跟不上喝汤","text":"$美国超微公司(AMD)$ 量能还是小,就是硬等明后天的数据,站稳141 盘后再上吧,后面继续做多,跟上吃肉跟不上喝汤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338348411482608","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338064912355824,"gmtCreate":1723545248625,"gmtModify":1723545250563,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","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>拼多多的商业模式,全托管看起来就像是第二个胖东来,况且拼多多的模式边际成本几乎为零。胖东来没法在1线城市复制。我也想不出拼多多除了拼效率到极致还有什么不可以复制的?拼多多是真猛","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多的商业模式,全托管看起来就像是第二个胖东来,况且拼多多的模式边际成本几乎为零。胖东来没法在1线城市复制。我也想不出拼多多除了拼效率到极致还有什么不可以复制的?拼多多是真猛","text":"$拼多多(PDD)$ 拼多多的商业模式,全托管看起来就像是第二个胖东来,况且拼多多的模式边际成本几乎为零。胖东来没法在1线城市复制。我也想不出拼多多除了拼效率到极致还有什么不可以复制的?拼多多是真猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338064912355824","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338063587979440,"gmtCreate":1723544983353,"gmtModify":1723544985214,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>这几天又亏了好几万,难搞。苹果前几天大涨没出,又裂开了。有那么一丝丝的灰心,总感觉哪不对,又不知道问题在哪。但并没有上头,这股票是真玩不下去了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>这几天又亏了好几万,难搞。苹果前几天大涨没出,又裂开了。有那么一丝丝的灰心,总感觉哪不对,又不知道问题在哪。但并没有上头,这股票是真玩不下去了","text":"$苹果(AAPL)$ 这几天又亏了好几万,难搞。苹果前几天大涨没出,又裂开了。有那么一丝丝的灰心,总感觉哪不对,又不知道问题在哪。但并没有上头,这股票是真玩不下去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338063587979440","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338062229361136,"gmtCreate":1723544593597,"gmtModify":1723544595217,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>刚刚发现今天我A成交还不到5000亿,好像几年没见了吧?港股成交也是连续两天就700亿,好像也是很久未见。这都是所谓的地量啊,是预示着变盘在即,还是地量之后还有地价?我倾向变盘了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>刚刚发现今天我A成交还不到5000亿,好像几年没见了吧?港股成交也是连续两天就700亿,好像也是很久未见。这都是所谓的地量啊,是预示着变盘在即,还是地量之后还有地价?我倾向变盘了","text":"$小米集团-W(01810)$ 刚刚发现今天我A成交还不到5000亿,好像几年没见了吧?港股成交也是连续两天就700亿,好像也是很久未见。这都是所谓的地量啊,是预示着变盘在即,还是地量之后还有地价?我倾向变盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338062229361136","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338060828295664,"gmtCreate":1723544251540,"gmtModify":1723544253363,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>你要说有哪家公司纯粹是玩家导向做游戏我也不信。综合我觉得腾讯游戏是在给玩家带来快乐和商业化这两方面做的比较平衡,在行业内是arpu值比较低的,走薄利多销,为爱付费的路线","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>你要说有哪家公司纯粹是玩家导向做游戏我也不信。综合我觉得腾讯游戏是在给玩家带来快乐和商业化这两方面做的比较平衡,在行业内是arpu值比较低的,走薄利多销,为爱付费的路线","text":"$腾讯控股(00700)$ 你要说有哪家公司纯粹是玩家导向做游戏我也不信。综合我觉得腾讯游戏是在给玩家带来快乐和商业化这两方面做的比较平衡,在行业内是arpu值比较低的,走薄利多销,为爱付费的路线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338060828295664","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337673695965680,"gmtCreate":1723449736811,"gmtModify":1723449738605,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"0\"></v-v>我很欣赏贝索斯,他是最聪明的企业家之一,但是我不会投资他的项目,我们有自己的一亩三分地,贝索斯做的项目我搞不太懂,当然没法跟着投资。用投资来解决一些大难题,虽然都是聪明正直的人,但大家常常会寻求截然不同的解决办法。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"0\"></v-v>我很欣赏贝索斯,他是最聪明的企业家之一,但是我不会投资他的项目,我们有自己的一亩三分地,贝索斯做的项目我搞不太懂,当然没法跟着投资。用投资来解决一些大难题,虽然都是聪明正直的人,但大家常常会寻求截然不同的解决办法。","text":"$亚马逊(AMZN)$ 我很欣赏贝索斯,他是最聪明的企业家之一,但是我不会投资他的项目,我们有自己的一亩三分地,贝索斯做的项目我搞不太懂,当然没法跟着投资。用投资来解决一些大难题,虽然都是聪明正直的人,但大家常常会寻求截然不同的解决办法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337673695965680","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337672412627120,"gmtCreate":1723449481558,"gmtModify":1723449483033,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>距离腾十姨回归只剩下区区两三个交易日了。 实话实说,现在还不果断抓紧时间回补腾讯的宝贵筹码,就没有时间了。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>距离腾十姨回归只剩下区区两三个交易日了。 实话实说,现在还不果断抓紧时间回补腾讯的宝贵筹码,就没有时间了。","text":"$腾讯控股(00700)$ 距离腾十姨回归只剩下区区两三个交易日了。 实话实说,现在还不果断抓紧时间回补腾讯的宝贵筹码,就没有时间了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337672412627120","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337671086125552,"gmtCreate":1723449099643,"gmtModify":1723449101531,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v>谷歌不玩安卓了就可以将更多的精力和资源集中在其核心业务上,如搜索引擎、人工智能、云计算等领域的研发和创新,提升其在这些领域的竞争力。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v>谷歌不玩安卓了就可以将更多的精力和资源集中在其核心业务上,如搜索引擎、人工智能、云计算等领域的研发和创新,提升其在这些领域的竞争力。","text":"$谷歌(GOOG)$ 谷歌不玩安卓了就可以将更多的精力和资源集中在其核心业务上,如搜索引擎、人工智能、云计算等领域的研发和创新,提升其在这些领域的竞争力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337671086125552","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337669630542320,"gmtCreate":1723448744276,"gmtModify":1723448746393,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>五月跑单的不少,到了六月有所回升,七月的新增订单数量明显就增多了.我觉得不单纯是小米的新店增加的原因,和小米su7良好的口碑已经竖立起来有很大的关系.5~6月也是小米su7各种被抹黑最疯狂的时候,流言横飞无孔不入,但是进入7月开始抹黑的力度越来越弱了.而8月都快过去两周了至今一起黑料都没出现过,这是因为随着交付的车辆越来越多,很多抹黑的都不攻自破,抹黑的手段已经在事实面前无效了~","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>五月跑单的不少,到了六月有所回升,七月的新增订单数量明显就增多了.我觉得不单纯是小米的新店增加的原因,和小米su7良好的口碑已经竖立起来有很大的关系.5~6月也是小米su7各种被抹黑最疯狂的时候,流言横飞无孔不入,但是进入7月开始抹黑的力度越来越弱了.而8月都快过去两周了至今一起黑料都没出现过,这是因为随着交付的车辆越来越多,很多抹黑的都不攻自破,抹黑的手段已经在事实面前无效了~","text":"$小米集团-W(01810)$ 五月跑单的不少,到了六月有所回升,七月的新增订单数量明显就增多了.我觉得不单纯是小米的新店增加的原因,和小米su7良好的口碑已经竖立起来有很大的关系.5~6月也是小米su7各种被抹黑最疯狂的时候,流言横飞无孔不入,但是进入7月开始抹黑的力度越来越弱了.而8月都快过去两周了至今一起黑料都没出现过,这是因为随着交付的车辆越来越多,很多抹黑的都不攻自破,抹黑的手段已经在事实面前无效了~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337669630542320","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336263288901808,"gmtCreate":1723105457211,"gmtModify":1723105458896,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我觉得台积电可能还得去一趟22-23倍估值。SMCI我估计会去15倍估值,本质上就是一个电脑/服务器/数据中心组装厂商,跟DELL一样,没啥技术门槛,后面应该没太多想象力了。谷歌的估值就比较好,现阶段买谷歌好像稍微稳一些","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我觉得台积电可能还得去一趟22-23倍估值。SMCI我估计会去15倍估值,本质上就是一个电脑/服务器/数据中心组装厂商,跟DELL一样,没啥技术门槛,后面应该没太多想象力了。谷歌的估值就比较好,现阶段买谷歌好像稍微稳一些","text":"$台积电(TSM)$ 我觉得台积电可能还得去一趟22-23倍估值。SMCI我估计会去15倍估值,本质上就是一个电脑/服务器/数据中心组装厂商,跟DELL一样,没啥技术门槛,后面应该没太多想象力了。谷歌的估值就比较好,现阶段买谷歌好像稍微稳一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336263288901808","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336262262132912,"gmtCreate":1723105206535,"gmtModify":1723105208346,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","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>专门研究了一下ADAS相关技术,发现永远是高效廉价的方案会占有先天优势。所以马斯克一眼就看明白的问题,大多数人很多年后才能明白。人家已经做出了正确判断,第一性原则","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>专门研究了一下ADAS相关技术,发现永远是高效廉价的方案会占有先天优势。所以马斯克一眼就看明白的问题,大多数人很多年后才能明白。人家已经做出了正确判断,第一性原则","text":"$特斯拉(TSLA)$ 专门研究了一下ADAS相关技术,发现永远是高效廉价的方案会占有先天优势。所以马斯克一眼就看明白的问题,大多数人很多年后才能明白。人家已经做出了正确判断,第一性原则","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336262262132912","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":333725914869760,"gmtCreate":1722508979929,"gmtModify":1722508982128,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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这次玩美光期权,财务数据都不错,最后被指引给弄没了,加上IV太高,这个财报后期权会让一个中产直接变穷,真的太难做了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 这次玩美光期权,财务数据都不错,最后被指引给弄没了,加上IV太高,这个财报后期权会让一个中产直接变穷,真的太难做了","text":"$美光科技(MU)$ 这次玩美光期权,财务数据都不错,最后被指引给弄没了,加上IV太高,这个财报后期权会让一个中产直接变穷,真的太难做了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328513638482144","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575913671229988","authorId":"3575913671229988","name":"yorkeyli","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1},"content":"我也买了,亏了28万","text":"我也买了,亏了28万","html":"我也买了,亏了28万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335537164402752,"gmtCreate":1722952902791,"gmtModify":1722952904298,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","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>特斯拉的ai时刻,估计没有nv什么事,nv卖芯片能赚到0.5%的钱就不错了,特斯拉还有依据自己数据算法设计的dojo。数据中心的运营成本,从来就不是芯片占大头,也行甚至比不上变压器。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>特斯拉的ai时刻,估计没有nv什么事,nv卖芯片能赚到0.5%的钱就不错了,特斯拉还有依据自己数据算法设计的dojo。数据中心的运营成本,从来就不是芯片占大头,也行甚至比不上变压器。","text":"$特斯拉(TSLA)$ 特斯拉的ai时刻,估计没有nv什么事,nv卖芯片能赚到0.5%的钱就不错了,特斯拉还有依据自己数据算法设计的dojo。数据中心的运营成本,从来就不是芯片占大头,也行甚至比不上变压器。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335537164402752","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335142887121064,"gmtCreate":1722853902803,"gmtModify":1722853904958,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>接下来几年内,可预见国产芯片会大量应用和替换,国外芯片的好日子到头了,华为全国产手机才是正解,而喜欢用国外芯片的企业将不得不做出抉择,不然,老百姓可不买账!英特尔将是第一块倒下的多米诺骨牌,英伟达,台积电,三星……一个个都跑不了!","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>接下来几年内,可预见国产芯片会大量应用和替换,国外芯片的好日子到头了,华为全国产手机才是正解,而喜欢用国外芯片的企业将不得不做出抉择,不然,老百姓可不买账!英特尔将是第一块倒下的多米诺骨牌,英伟达,台积电,三星……一个个都跑不了!","text":"$英特尔(INTC)$ 接下来几年内,可预见国产芯片会大量应用和替换,国外芯片的好日子到头了,华为全国产手机才是正解,而喜欢用国外芯片的企业将不得不做出抉择,不然,老百姓可不买账!英特尔将是第一块倒下的多米诺骨牌,英伟达,台积电,三星……一个个都跑不了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/335142887121064","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334109076811776,"gmtCreate":1722602525325,"gmtModify":1722602528601,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","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>晚点财经的文章说拼多多重新把G MV增长放在第一位。可是拼多多从来没有说过要把GMV增长放在第一位。多年前黄铮为此做过说明,说过pdd把复购率放在首位的。对应的是让货找人,让商品匹配消费者。把GMV放在第一位和拼多多的长期模式是相背的,所以可能性不高。相信黄老板的水平","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>晚点财经的文章说拼多多重新把G MV增长放在第一位。可是拼多多从来没有说过要把GMV增长放在第一位。多年前黄铮为此做过说明,说过pdd把复购率放在首位的。对应的是让货找人,让商品匹配消费者。把GMV放在第一位和拼多多的长期模式是相背的,所以可能性不高。相信黄老板的水平","text":"$拼多多(PDD)$ 晚点财经的文章说拼多多重新把G MV增长放在第一位。可是拼多多从来没有说过要把GMV增长放在第一位。多年前黄铮为此做过说明,说过pdd把复购率放在首位的。对应的是让货找人,让商品匹配消费者。把GMV放在第一位和拼多多的长期模式是相背的,所以可能性不高。相信黄老板的水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334109076811776","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330186366308352,"gmtCreate":1721635866822,"gmtModify":1721636082552,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>如果港府允许腾讯和支付宝这样的互联网巨头在港开展券商业务,考虑到它们在全球范围内拥有的庞大海外华人用户群,这确实有可能为港股市场带来显著的增量资金。这些公司不仅在国内市场占据主导地位,在海外也建立了广泛的用户基础,特别是在海外华人社区中,支付宝和腾讯的应用(如微信)已经成为日常生活的一部分。将券商业务融入这些互联网平台,能够极大地降低海外华人参与港股市场的门槛,提供更便捷的交易渠道。对于许多海外华人来说,他们可能对投资港股市场感兴趣,但由于语言障碍、信息不对称或交易不便,而未能积极参与。腾讯和支付宝的加入,凭借其用户友好型界面、本地化服务以及强大的技术支持,能够消除这些障碍,激发潜在投资者的兴趣。海外用户通过这些平台直接进行港股交易,不仅能够增加港股的国际曝光度,还能促进跨境资本流动,增强港股市场的国际竞争力。此外,随着交易活动的增加,港股的流动性也将得到提升,为上市公司创造更活跃的交易环境,同时也为投资者提供更多交易机会和潜在的收益空间。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>如果港府允许腾讯和支付宝这样的互联网巨头在港开展券商业务,考虑到它们在全球范围内拥有的庞大海外华人用户群,这确实有可能为港股市场带来显著的增量资金。这些公司不仅在国内市场占据主导地位,在海外也建立了广泛的用户基础,特别是在海外华人社区中,支付宝和腾讯的应用(如微信)已经成为日常生活的一部分。将券商业务融入这些互联网平台,能够极大地降低海外华人参与港股市场的门槛,提供更便捷的交易渠道。对于许多海外华人来说,他们可能对投资港股市场感兴趣,但由于语言障碍、信息不对称或交易不便,而未能积极参与。腾讯和支付宝的加入,凭借其用户友好型界面、本地化服务以及强大的技术支持,能够消除这些障碍,激发潜在投资者的兴趣。海外用户通过这些平台直接进行港股交易,不仅能够增加港股的国际曝光度,还能促进跨境资本流动,增强港股市场的国际竞争力。此外,随着交易活动的增加,港股的流动性也将得到提升,为上市公司创造更活跃的交易环境,同时也为投资者提供更多交易机会和潜在的收益空间。","text":"$腾讯控股(00700)$ 如果港府允许腾讯和支付宝这样的互联网巨头在港开展券商业务,考虑到它们在全球范围内拥有的庞大海外华人用户群,这确实有可能为港股市场带来显著的增量资金。这些公司不仅在国内市场占据主导地位,在海外也建立了广泛的用户基础,特别是在海外华人社区中,支付宝和腾讯的应用(如微信)已经成为日常生活的一部分。将券商业务融入这些互联网平台,能够极大地降低海外华人参与港股市场的门槛,提供更便捷的交易渠道。对于许多海外华人来说,他们可能对投资港股市场感兴趣,但由于语言障碍、信息不对称或交易不便,而未能积极参与。腾讯和支付宝的加入,凭借其用户友好型界面、本地化服务以及强大的技术支持,能够消除这些障碍,激发潜在投资者的兴趣。海外用户通过这些平台直接进行港股交易,不仅能够增加港股的国际曝光度,还能促进跨境资本流动,增强港股市场的国际竞争力。此外,随着交易活动的增加,港股的流动性也将得到提升,为上市公司创造更活跃的交易环境,同时也为投资者提供更多交易机会和潜在的收益空间。","images":[{"img":"https://static.tigerbbs.com/5b158807ff2059b84631b15a8afeb8ce","width":"612","height":"408"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/330186366308352","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565587368401063","authorId":"3565587368401063","name":"Fadedsu","avatar":"https://static.tigerbbs.com/f83b911d5ac11da693274cb08c813aa1","crmLevel":7,"crmLevelSwitch":0},"content":"这事在A股说了好几年也没搞起来","text":"这事在A股说了好几年也没搞起来","html":"这事在A股说了好几年也没搞起来"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":333372079202472,"gmtCreate":1722413721215,"gmtModify":1722413725423,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>只要市场上对视频号的认知没有到达电商平台革命级别,腾讯都是低估的,反正我每次说一下视频号的好,就有一堆抖音爱好者来diss,绝大部分只是抖音用户,既没有抖音电商经验,也没有供应链经验","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>只要市场上对视频号的认知没有到达电商平台革命级别,腾讯都是低估的,反正我每次说一下视频号的好,就有一堆抖音爱好者来diss,绝大部分只是抖音用户,既没有抖音电商经验,也没有供应链经验","text":"$腾讯控股(00700)$ 只要市场上对视频号的认知没有到达电商平台革命级别,腾讯都是低估的,反正我每次说一下视频号的好,就有一堆抖音爱好者来diss,绝大部分只是抖音用户,既没有抖音电商经验,也没有供应链经验","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333372079202472","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336260185850032,"gmtCreate":1723104699631,"gmtModify":1723104704916,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>Apple Intelligence要20美元,这个价钱大家觉得贵吗?分析师告诉CNBC,苹果公司可能会向用户收取高达20美元的费用,以使用其先进的人工智能功能,这是该公司寻求推动其利润丰厚的服务业务增长的一部分举措。苹果计划在今年晚些时候在其部分设备上推出Apple Intelligence,这是其即将发布的人工智能系统。说实在的我觉得挺贵的","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>Apple Intelligence要20美元,这个价钱大家觉得贵吗?分析师告诉CNBC,苹果公司可能会向用户收取高达20美元的费用,以使用其先进的人工智能功能,这是该公司寻求推动其利润丰厚的服务业务增长的一部分举措。苹果计划在今年晚些时候在其部分设备上推出Apple Intelligence,这是其即将发布的人工智能系统。说实在的我觉得挺贵的","text":"$苹果(AAPL)$ Apple Intelligence要20美元,这个价钱大家觉得贵吗?分析师告诉CNBC,苹果公司可能会向用户收取高达20美元的费用,以使用其先进的人工智能功能,这是该公司寻求推动其利润丰厚的服务业务增长的一部分举措。苹果计划在今年晚些时候在其部分设备上推出Apple Intelligence,这是其即将发布的人工智能系统。说实在的我觉得挺贵的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/336260185850032","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171124507330002","authorId":"4171124507330002","name":"Patrick Tsui","avatar":"https://static.tigerbbs.com/ca1d142f16ba16f4c7c18e1967d44ada","crmLevel":2,"crmLevelSwitch":0},"content":"Chatgpt也二十美金,很贵吗?","text":"Chatgpt也二十美金,很贵吗?","html":"Chatgpt也二十美金,很贵吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334113454649344,"gmtCreate":1722603594133,"gmtModify":1722603595770,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <v-v data-views=\"1\"></v-v>看看财务报表。核心会计项目都有向好表现,营收增长50%+,毛利率提升2个百分点左右,利润上同比扭亏幅度较大,与营收增长基本匹配。 预收的学费也有60%+的增长,说明后续业绩保证不错。 整体评价财报应该是符合预期,且稍有超越。","listText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <v-v data-views=\"1\"></v-v>看看财务报表。核心会计项目都有向好表现,营收增长50%+,毛利率提升2个百分点左右,利润上同比扭亏幅度较大,与营收增长基本匹配。 预收的学费也有60%+的增长,说明后续业绩保证不错。 整体评价财报应该是符合预期,且稍有超越。","text":"$好未来(TAL)$ 看看财务报表。核心会计项目都有向好表现,营收增长50%+,毛利率提升2个百分点左右,利润上同比扭亏幅度较大,与营收增长基本匹配。 预收的学费也有60%+的增长,说明后续业绩保证不错。 整体评价财报应该是符合预期,且稍有超越。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334113454649344","isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328183487070432,"gmtCreate":1721145868520,"gmtModify":1721147207860,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"0\"></v-v>还是那句话,短期高估了技术的进步。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 目前的l4就没突破,你能想一场大雨,全城的出租车都停摆了吗?遇到corner case就停下来的网约车,要后台接管","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"0\"></v-v>还是那句话,短期高估了技术的进步。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 目前的l4就没突破,你能想一场大雨,全城的出租车都停摆了吗?遇到corner case就停下来的网约车,要后台接管","text":"$百度(BIDU)$ 还是那句话,短期高估了技术的进步。$百度(BIDU)$ 目前的l4就没突破,你能想一场大雨,全城的出租车都停摆了吗?遇到corner case就停下来的网约车,要后台接管","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328183487070432","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":7,"crmLevelSwitch":0},"content":"短期看多吧…资本需要一个涨的借口","text":"短期看多吧…资本需要一个涨的借口","html":"短期看多吧…资本需要一个涨的借口"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326739934634048,"gmtCreate":1720792046945,"gmtModify":1720792089264,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>阿里入港股通前起码到100,入了港股通半年翻一倍不难吧!最坏的时期已过。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>阿里入港股通前起码到100,入了港股通半年翻一倍不难吧!最坏的时期已过。","text":"$阿里巴巴(BABA)$ 阿里入港股通前起码到100,入了港股通半年翻一倍不难吧!最坏的时期已过。","images":[{"img":"https://static.tigerbbs.com/5d1338dc1e1b263e117d025f4ce66d66","width":"236","height":"236"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326739934634048","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":336263288901808,"gmtCreate":1723105457211,"gmtModify":1723105458896,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我觉得台积电可能还得去一趟22-23倍估值。SMCI我估计会去15倍估值,本质上就是一个电脑/服务器/数据中心组装厂商,跟DELL一样,没啥技术门槛,后面应该没太多想象力了。谷歌的估值就比较好,现阶段买谷歌好像稍微稳一些","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我觉得台积电可能还得去一趟22-23倍估值。SMCI我估计会去15倍估值,本质上就是一个电脑/服务器/数据中心组装厂商,跟DELL一样,没啥技术门槛,后面应该没太多想象力了。谷歌的估值就比较好,现阶段买谷歌好像稍微稳一些","text":"$台积电(TSM)$ 我觉得台积电可能还得去一趟22-23倍估值。SMCI我估计会去15倍估值,本质上就是一个电脑/服务器/数据中心组装厂商,跟DELL一样,没啥技术门槛,后面应该没太多想象力了。谷歌的估值就比较好,现阶段买谷歌好像稍微稳一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336263288901808","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333722901254224,"gmtCreate":1722508339878,"gmtModify":1722511332521,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>在这里工作了很长时间的加密货币专家。我拥有 CB 账户的时间比我记忆中的还要长。我不记得上次使用它是什么时候了。隐藏费用贼高,客服贼差,点差贼大","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v 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众所周知搞新能源车一开始都是巨亏,没有补贴的话很难扛,前几天我看到福特说今年预计亏50亿美元。没有补贴特斯拉最多少赚一些,但对手在巨额亏损下很难活下来。而有了补贴反而会培养出特斯拉的竞争对手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333031728042152","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329317569392808,"gmtCreate":1721400344494,"gmtModify":1721400346819,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> 周一大幅高开买 put 是不错的,第二天也不错,因为配售割韭菜但我觉得等配售利空消化完,后面还会拉一波,就看川普的热度了简而言之,涨多了空,跌多了就买。11 月,如果高位,就空。","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> 周一大幅高开买 put 是不错的,第二天也不错,因为配售割韭菜但我觉得等配售利空消化完,后面还会拉一波,就看川普的热度了简而言之,涨多了空,跌多了就买。11 月,如果高位,就空。","text":"$特朗普媒体科技集团(DJT)$ 周一大幅高开买 put 是不错的,第二天也不错,因为配售割韭菜但我觉得等配售利空消化完,后面还会拉一波,就看川普的热度了简而言之,涨多了空,跌多了就买。11 月,如果高位,就空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329317569392808","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339174095970352,"gmtCreate":1723813966973,"gmtModify":1723813968661,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v>手机还有多个品牌可选,搜索似乎只有谷歌,谷歌的使用体验是遥遥领先的,搜索是用的人越多,能获得的反馈越多,使用体验越领先。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"1\"></v-v>手机还有多个品牌可选,搜索似乎只有谷歌,谷歌的使用体验是遥遥领先的,搜索是用的人越多,能获得的反馈越多,使用体验越领先。","text":"$谷歌(GOOG)$ 手机还有多个品牌可选,搜索似乎只有谷歌,谷歌的使用体验是遥遥领先的,搜索是用的人越多,能获得的反馈越多,使用体验越领先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339174095970352","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339173083705392,"gmtCreate":1723813719838,"gmtModify":1723814677195,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>如果说qq的成功运气成分大一些,那微信的成功更多源于pony的人品。在流量上,腾讯掌握了最具有护城河(梅特卡夫)效应的即时通讯流量。在使用上,腾讯非常克制。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>如果说qq的成功运气成分大一些,那微信的成功更多源于pony的人品。在流量上,腾讯掌握了最具有护城河(梅特卡夫)效应的即时通讯流量。在使用上,腾讯非常克制。","text":"$腾讯控股(00700)$ 如果说qq的成功运气成分大一些,那微信的成功更多源于pony的人品。在流量上,腾讯掌握了最具有护城河(梅特卡夫)效应的即时通讯流量。在使用上,腾讯非常克制。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339173083705392","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338749308723248,"gmtCreate":1723710259149,"gmtModify":1723710261343,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>阿里的“平头哥”做了这么多年,也拥有“达摩院”级别的顶尖人才,但是以目前的市场占有率来看,还有很长一段时间的路要走。但最终结果肯定是好的这是个最符合第一性原理的长期赛道,只有持续耕耘、十倍投入,才会有好的结果。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>阿里的“平头哥”做了这么多年,也拥有“达摩院”级别的顶尖人才,但是以目前的市场占有率来看,还有很长一段时间的路要走。但最终结果肯定是好的这是个最符合第一性原理的长期赛道,只有持续耕耘、十倍投入,才会有好的结果。","text":"$阿里巴巴(BABA)$ 阿里的“平头哥”做了这么多年,也拥有“达摩院”级别的顶尖人才,但是以目前的市场占有率来看,还有很长一段时间的路要走。但最终结果肯定是好的这是个最符合第一性原理的长期赛道,只有持续耕耘、十倍投入,才会有好的结果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338749308723248","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338748231819312,"gmtCreate":1723709996233,"gmtModify":1723709998143,"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多在商家心目中的的地位,唯一一个商家盼着倒闭的平台,人神共愤,是真的离谱,我也希望拼多多早日倒闭,直接做空","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多在商家心目中的的地位,唯一一个商家盼着倒闭的平台,人神共愤,是真的离谱,我也希望拼多多早日倒闭,直接做空","text":"$拼多多(PDD)$ 拼多多在商家心目中的的地位,唯一一个商家盼着倒闭的平台,人神共愤,是真的离谱,我也希望拼多多早日倒闭,直接做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338748231819312","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}