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刀哥拉丝
16:07
$超微电脑(SMCI)$
特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大
刀哥拉丝
07-19 22:41
$腾讯控股(00700)$
腾讯广告对支持视频号电商的团队进行调整,翻译过来就是WXG要自己做电商运营,不带CDG玩了。这波打掉的是小二岗位,也就是支持视频号电商GMV的,至于后面WXG怎么搞?不知道!说是有可能会上Ai,来代替小二对接商家。跟厂友聊,这波起码半年前就在布局了,鹅厂内部也是货币化的,亲兄弟明算账。从这波操作上,也不难看出腾讯内部创新的乏力,现在不比以前,以前可做的项目那可太多了,wxg完全可以分给ams去做,不差这一小块。但当下能做的新场景新空间还有啥?全村的希望只剩视频号和视频号电商,wxg自然不会再让给别人。而且降本增效下,闭环后的管理成本会降低很多。所以,人家凭什么不自己来做?这波怎么说都名正言顺
刀哥拉丝
07-18
$美国超微公司(AMD)$
公司单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高
刀哥拉丝
07-17
$拼多多(PDD)$
PDD 的核心逻辑是国内消费品相关的制造业产能长期全面过剩,在这个逻辑未出现拐点前,其基础逻辑不会变化,股价趋势还是要向上的
刀哥拉丝
07-17
$腾讯控股(00700)$
综合考虑商业模式,估值,股息率(含回购率),自由现金流和市值比,管理层回报股东意愿,甚至成长性(AI等可展望的方向),目前中国的互联网头部公司都到了一个非常好的击球区域。这一波腾讯因为超出期望的回购承诺率先走了出来,今年3月已加仓为第二重仓股,相信接下来其他几个头部公司慢慢也会越来越好。现在的操作计划就是电力越涨越卖,逐步调重互利网仓位。至于A股的消费股,摩拳擦掌跟踪了好几年了,目前处于左侧寻底阶段,继续保持跟踪。
刀哥拉丝
07-15
$苹果(AAPL)$
今天久违登了一下账户,零碎分红的现金下单了点
$苹果(AAPL)$
。portfolio里国内资产比例太高了,短期内不再考虑了。也就苹果这票长期看好,别的美股这个估值真是下不去狠手啊
刀哥拉丝
07-12
$英伟达(NVDA)$
关注芯片行业机会:1. 几千亿的玩意不可能老动,也不可能一直不动,如果需要强心针,大会前后是很好的节点。不要老看着英伟达,英伟达链国内辐射很弱,脱钩预期只会进一步增强。不一定要过得更好,但是一定要更自主。英伟达股价后面继续涨也能带动整个行业的多头情绪2. 从naura业绩来看,成熟制程扩产见顶没有那么快,设备的景气还能持续到年底,甚至有机会等到下一波先进制程扩产。各厂稼动率回升,耗材后面的上涨会更强于设备。3. 产能整合会加快,上层有设计的
刀哥拉丝
07-11
$游戏驿站(GME)$
今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死
刀哥拉丝
04-11
$Meta Platforms(META)$
Meta转元宇宙vr 的时候股价差点跌没了,后面又莫名其妙的暴涨至今。主要收入还是来自旗下的Ins社交平台的广告收入,芯片AI业务一旦爆发,那还不是未来可期。
刀哥拉丝
2023-05-06
在蒋凡的带领下,东南亚放松疫情管制后,线下消费恢复,线上电商业绩下降,在疫情期间扩张的Shopee,不得不开始降本增效,如减少补贴、裁撤部门等。Bjorn指出,近期来看,Shopee已经取消免运费的补贴政策,而Lazada仍在补贴运费,这使得部分买家偏向使用Lazada,短线来说,对
$阿里巴巴(BABA)$
算是一个不大不小的利好
刀哥拉丝
2023-05-06
技术面上来看,短线应该是在筑底,中线给人的感觉还不是很好,如果对这个标的感兴趣,还可以让子弹飞一会
刀哥拉丝
2023-04-05
总感觉$黄金主连 和原油$WTI原油主连最近一两个月都呈现磨底走势,一旦美联储加息预期见顶,很可能展开一波反弹,直至下次美联储政策转向。如果美联储加息预期见顶,通胀事实上在高位,政策转向说明美债风险极大,已经加不起。最近,要重视官方喊话,长期看人民币依然会对美元升值。人民币汇率见顶跟a户见底的时间应该差不多。
$WTI原油主连 2305(CLmain)$
刀哥拉丝
2023-03-31
按照当下这走势,可以毫不犹豫的说,ARK基金就是个接盘侠,当然你也可以说人家是价值投资,但是这周期是多久,又有多少人能熬到周期结束?这很是个问题
刀哥拉丝
2023-03-28
今日回国后意气风发的杰克马表示:ChatGPT这一类技术已经对教育带来挑战,但是ChatGPT这一类技术只是AI时代的开始,要用人工智能去解决问题,而不是被人工智能所控制,虽然人的体力、脑力比不过机器,但机器只有“芯“,而人有“心”。他说,工业时代是知识驱动,知识的在大模型领域,以百度、腾讯、阿里、华为为代表的国内科技巨头均已布局多年。其中百度早在2019年3月发布预训练模型ERNIE 1.0,2023年3月推出了文心一言(ERNIE Bot)。2021年4月,华为发布盘古大模型。2022年4月,腾讯对外披露混元大模型。2022年9月,阿里发布通义大模型系列。腾讯百度我看好,不过阿里这些年搞事情狠逆风,收购的企业也是一家接着一家夭折,难谈乐观。手中还有230美刀成本的阿里巴巴,且看看什么时候能回本吧?
刀哥拉丝
2023-03-27
$小鹏汽车(XPEV)$
$小鹏汽车-W(09868)$
现在新能源赛道处于逆风局,但是小鹏在苦练内功,效果也很明细,看当下小鹏的表现已经很不错。技术面上来看,日线已经站上了均线,且底部已经能看到有资金在运作。
刀哥拉丝
2022-08-12
中化岩土直线涨停,基建ETF涨近0.5%
@界面有连云:大基建板块异动拉升,中化岩土直线涨停,基建ETF涨近0.5%
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯广告对支持视频号电商的团队进行调整,翻译过来就是WXG要自己做电商运营,不带CDG玩了。这波打掉的是小二岗位,也就是支持视频号电商GMV的,至于后面WXG怎么搞?不知道!说是有可能会上Ai,来代替小二对接商家。跟厂友聊,这波起码半年前就在布局了,鹅厂内部也是货币化的,亲兄弟明算账。从这波操作上,也不难看出腾讯内部创新的乏力,现在不比以前,以前可做的项目那可太多了,wxg完全可以分给ams去做,不差这一小块。但当下能做的新场景新空间还有啥?全村的希望只剩视频号和视频号电商,wxg自然不会再让给别人。而且降本增效下,闭环后的管理成本会降低很多。所以,人家凭什么不自己来做?这波怎么说都名正言顺","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯广告对支持视频号电商的团队进行调整,翻译过来就是WXG要自己做电商运营,不带CDG玩了。这波打掉的是小二岗位,也就是支持视频号电商GMV的,至于后面WXG怎么搞?不知道!说是有可能会上Ai,来代替小二对接商家。跟厂友聊,这波起码半年前就在布局了,鹅厂内部也是货币化的,亲兄弟明算账。从这波操作上,也不难看出腾讯内部创新的乏力,现在不比以前,以前可做的项目那可太多了,wxg完全可以分给ams去做,不差这一小块。但当下能做的新场景新空间还有啥?全村的希望只剩视频号和视频号电商,wxg自然不会再让给别人。而且降本增效下,闭环后的管理成本会降低很多。所以,人家凭什么不自己来做?这波怎么说都名正言顺","text":"$腾讯控股(00700)$ 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公司单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328882926719248","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328513247576336,"gmtCreate":1721226296789,"gmtModify":1721226302109,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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>PDD 的核心逻辑是国内消费品相关的制造业产能长期全面过剩,在这个逻辑未出现拐点前,其基础逻辑不会变化,股价趋势还是要向上的","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v 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data-views=\"1\"></v-v>综合考虑商业模式,估值,股息率(含回购率),自由现金流和市值比,管理层回报股东意愿,甚至成长性(AI等可展望的方向),目前中国的互联网头部公司都到了一个非常好的击球区域。这一波腾讯因为超出期望的回购承诺率先走了出来,今年3月已加仓为第二重仓股,相信接下来其他几个头部公司慢慢也会越来越好。现在的操作计划就是电力越涨越卖,逐步调重互利网仓位。至于A股的消费股,摩拳擦掌跟踪了好几年了,目前处于左侧寻底阶段,继续保持跟踪。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>综合考虑商业模式,估值,股息率(含回购率),自由现金流和市值比,管理层回报股东意愿,甚至成长性(AI等可展望的方向),目前中国的互联网头部公司都到了一个非常好的击球区域。这一波腾讯因为超出期望的回购承诺率先走了出来,今年3月已加仓为第二重仓股,相信接下来其他几个头部公司慢慢也会越来越好。现在的操作计划就是电力越涨越卖,逐步调重互利网仓位。至于A股的消费股,摩拳擦掌跟踪了好几年了,目前处于左侧寻底阶段,继续保持跟踪。","text":"$腾讯控股(00700)$ 综合考虑商业模式,估值,股息率(含回购率),自由现金流和市值比,管理层回报股东意愿,甚至成长性(AI等可展望的方向),目前中国的互联网头部公司都到了一个非常好的击球区域。这一波腾讯因为超出期望的回购承诺率先走了出来,今年3月已加仓为第二重仓股,相信接下来其他几个头部公司慢慢也会越来越好。现在的操作计划就是电力越涨越卖,逐步调重互利网仓位。至于A股的消费股,摩拳擦掌跟踪了好几年了,目前处于左侧寻底阶段,继续保持跟踪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328184681644304","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327794984665312,"gmtCreate":1721051019300,"gmtModify":1721051021452,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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>今天久违登了一下账户,零碎分红的现金下单了点 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。portfolio里国内资产比例太高了,短期内不再考虑了。也就苹果这票长期看好,别的美股这个估值真是下不去狠手啊","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>今天久违登了一下账户,零碎分红的现金下单了点 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。portfolio里国内资产比例太高了,短期内不再考虑了。也就苹果这票长期看好,别的美股这个估值真是下不去狠手啊","text":"$苹果(AAPL)$ 今天久违登了一下账户,零碎分红的现金下单了点 $苹果(AAPL)$ 。portfolio里国内资产比例太高了,短期内不再考虑了。也就苹果这票长期看好,别的美股这个估值真是下不去狠手啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327794984665312","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326741402853440,"gmtCreate":1720792405397,"gmtModify":1720792408432,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>关注芯片行业机会:1. 几千亿的玩意不可能老动,也不可能一直不动,如果需要强心针,大会前后是很好的节点。不要老看着英伟达,英伟达链国内辐射很弱,脱钩预期只会进一步增强。不一定要过得更好,但是一定要更自主。英伟达股价后面继续涨也能带动整个行业的多头情绪2. 从naura业绩来看,成熟制程扩产见顶没有那么快,设备的景气还能持续到年底,甚至有机会等到下一波先进制程扩产。各厂稼动率回升,耗材后面的上涨会更强于设备。3. 产能整合会加快,上层有设计的","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>关注芯片行业机会:1. 几千亿的玩意不可能老动,也不可能一直不动,如果需要强心针,大会前后是很好的节点。不要老看着英伟达,英伟达链国内辐射很弱,脱钩预期只会进一步增强。不一定要过得更好,但是一定要更自主。英伟达股价后面继续涨也能带动整个行业的多头情绪2. 从naura业绩来看,成熟制程扩产见顶没有那么快,设备的景气还能持续到年底,甚至有机会等到下一波先进制程扩产。各厂稼动率回升,耗材后面的上涨会更强于设备。3. 产能整合会加快,上层有设计的","text":"$英伟达(NVDA)$ 关注芯片行业机会:1. 几千亿的玩意不可能老动,也不可能一直不动,如果需要强心针,大会前后是很好的节点。不要老看着英伟达,英伟达链国内辐射很弱,脱钩预期只会进一步增强。不一定要过得更好,但是一定要更自主。英伟达股价后面继续涨也能带动整个行业的多头情绪2. 从naura业绩来看,成熟制程扩产见顶没有那么快,设备的景气还能持续到年底,甚至有机会等到下一波先进制程扩产。各厂稼动率回升,耗材后面的上涨会更强于设备。3. 产能整合会加快,上层有设计的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326741402853440","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326480576557336,"gmtCreate":1720709709244,"gmtModify":1720709711331,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死","text":"$游戏驿站(GME)$ 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326480576557336","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294177558196400,"gmtCreate":1712825654524,"gmtModify":1712825655947,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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> Meta转元宇宙vr 的时候股价差点跌没了,后面又莫名其妙的暴涨至今。主要收入还是来自旗下的Ins社交平台的广告收入,芯片AI业务一旦爆发,那还不是未来可期。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> Meta转元宇宙vr 的时候股价差点跌没了,后面又莫名其妙的暴涨至今。主要收入还是来自旗下的Ins社交平台的广告收入,芯片AI业务一旦爆发,那还不是未来可期。","text":"$Meta Platforms(META)$ Meta转元宇宙vr 的时候股价差点跌没了,后面又莫名其妙的暴涨至今。主要收入还是来自旗下的Ins社交平台的广告收入,芯片AI业务一旦爆发,那还不是未来可期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294177558196400","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656350726,"gmtCreate":1683388638165,"gmtModify":1683388640921,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在蒋凡的带领下,东南亚放松疫情管制后,线下消费恢复,线上电商业绩下降,在疫情期间扩张的Shopee,不得不开始降本增效,如减少补贴、裁撤部门等。Bjorn指出,近期来看,Shopee已经取消免运费的补贴政策,而Lazada仍在补贴运费,这使得部分买家偏向使用Lazada,短线来说,对 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 算是一个不大不小的利好","listText":"在蒋凡的带领下,东南亚放松疫情管制后,线下消费恢复,线上电商业绩下降,在疫情期间扩张的Shopee,不得不开始降本增效,如减少补贴、裁撤部门等。Bjorn指出,近期来看,Shopee已经取消免运费的补贴政策,而Lazada仍在补贴运费,这使得部分买家偏向使用Lazada,短线来说,对 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 算是一个不大不小的利好","text":"在蒋凡的带领下,东南亚放松疫情管制后,线下消费恢复,线上电商业绩下降,在疫情期间扩张的Shopee,不得不开始降本增效,如减少补贴、裁撤部门等。Bjorn指出,近期来看,Shopee已经取消免运费的补贴政策,而Lazada仍在补贴运费,这使得部分买家偏向使用Lazada,短线来说,对 $阿里巴巴(BABA)$ 算是一个不大不小的利好","images":[{"img":"https://static.tigerbbs.com/028390b53ad47bca420a6dfa97f1f66a","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656350726","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":656324108,"gmtCreate":1683386725505,"gmtModify":1683423949338,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"技术面上来看,短线应该是在筑底,中线给人的感觉还不是很好,如果对这个标的感兴趣,还可以让子弹飞一会","listText":"技术面上来看,短线应该是在筑底,中线给人的感觉还不是很好,如果对这个标的感兴趣,还可以让子弹飞一会","text":"技术面上来看,短线应该是在筑底,中线给人的感觉还不是很好,如果对这个标的感兴趣,还可以让子弹飞一会","images":[{"img":"https://static.tigerbbs.com/e28514369de82c65c713398c657ce15b","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/656324108","isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":653157370,"gmtCreate":1680675075290,"gmtModify":1680675241981,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"总感觉$黄金主连 和原油$WTI原油主连最近一两个月都呈现磨底走势,一旦美联储加息预期见顶,很可能展开一波反弹,直至下次美联储政策转向。如果美联储加息预期见顶,通胀事实上在高位,政策转向说明美债风险极大,已经加不起。最近,要重视官方喊话,长期看人民币依然会对美元升值。人民币汇率见顶跟a户见底的时间应该差不多。 <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2305(CLmain)$</a>","listText":"总感觉$黄金主连 和原油$WTI原油主连最近一两个月都呈现磨底走势,一旦美联储加息预期见顶,很可能展开一波反弹,直至下次美联储政策转向。如果美联储加息预期见顶,通胀事实上在高位,政策转向说明美债风险极大,已经加不起。最近,要重视官方喊话,长期看人民币依然会对美元升值。人民币汇率见顶跟a户见底的时间应该差不多。 <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2305(CLmain)$</a>","text":"总感觉$黄金主连 和原油$WTI原油主连最近一两个月都呈现磨底走势,一旦美联储加息预期见顶,很可能展开一波反弹,直至下次美联储政策转向。如果美联储加息预期见顶,通胀事实上在高位,政策转向说明美债风险极大,已经加不起。最近,要重视官方喊话,长期看人民币依然会对美元升值。人民币汇率见顶跟a户见底的时间应该差不多。 $WTI原油主连 2305(CLmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653157370","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659727535,"gmtCreate":1680258753027,"gmtModify":1680260115920,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"按照当下这走势,可以毫不犹豫的说,ARK基金就是个接盘侠,当然你也可以说人家是价值投资,但是这周期是多久,又有多少人能熬到周期结束?这很是个问题","listText":"按照当下这走势,可以毫不犹豫的说,ARK基金就是个接盘侠,当然你也可以说人家是价值投资,但是这周期是多久,又有多少人能熬到周期结束?这很是个问题","text":"按照当下这走势,可以毫不犹豫的说,ARK基金就是个接盘侠,当然你也可以说人家是价值投资,但是这周期是多久,又有多少人能熬到周期结束?这很是个问题","images":[{"img":"https://static.tigerbbs.com/284d0b289c4e32bdef66fb85a6deff4d","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659727535","isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":659618587,"gmtCreate":1680007762049,"gmtModify":1680010111950,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今日回国后意气风发的杰克马表示:ChatGPT这一类技术已经对教育带来挑战,但是ChatGPT这一类技术只是AI时代的开始,要用人工智能去解决问题,而不是被人工智能所控制,虽然人的体力、脑力比不过机器,但机器只有“芯“,而人有“心”。他说,工业时代是知识驱动,知识的在大模型领域,以百度、腾讯、阿里、华为为代表的国内科技巨头均已布局多年。其中百度早在2019年3月发布预训练模型ERNIE 1.0,2023年3月推出了文心一言(ERNIE Bot)。2021年4月,华为发布盘古大模型。2022年4月,腾讯对外披露混元大模型。2022年9月,阿里发布通义大模型系列。腾讯百度我看好,不过阿里这些年搞事情狠逆风,收购的企业也是一家接着一家夭折,难谈乐观。手中还有230美刀成本的阿里巴巴,且看看什么时候能回本吧?","listText":"今日回国后意气风发的杰克马表示:ChatGPT这一类技术已经对教育带来挑战,但是ChatGPT这一类技术只是AI时代的开始,要用人工智能去解决问题,而不是被人工智能所控制,虽然人的体力、脑力比不过机器,但机器只有“芯“,而人有“心”。他说,工业时代是知识驱动,知识的在大模型领域,以百度、腾讯、阿里、华为为代表的国内科技巨头均已布局多年。其中百度早在2019年3月发布预训练模型ERNIE 1.0,2023年3月推出了文心一言(ERNIE Bot)。2021年4月,华为发布盘古大模型。2022年4月,腾讯对外披露混元大模型。2022年9月,阿里发布通义大模型系列。腾讯百度我看好,不过阿里这些年搞事情狠逆风,收购的企业也是一家接着一家夭折,难谈乐观。手中还有230美刀成本的阿里巴巴,且看看什么时候能回本吧?","text":"今日回国后意气风发的杰克马表示:ChatGPT这一类技术已经对教育带来挑战,但是ChatGPT这一类技术只是AI时代的开始,要用人工智能去解决问题,而不是被人工智能所控制,虽然人的体力、脑力比不过机器,但机器只有“芯“,而人有“心”。他说,工业时代是知识驱动,知识的在大模型领域,以百度、腾讯、阿里、华为为代表的国内科技巨头均已布局多年。其中百度早在2019年3月发布预训练模型ERNIE 1.0,2023年3月推出了文心一言(ERNIE Bot)。2021年4月,华为发布盘古大模型。2022年4月,腾讯对外披露混元大模型。2022年9月,阿里发布通义大模型系列。腾讯百度我看好,不过阿里这些年搞事情狠逆风,收购的企业也是一家接着一家夭折,难谈乐观。手中还有230美刀成本的阿里巴巴,且看看什么时候能回本吧?","images":[{"img":"https://static.tigerbbs.com/862b39fabe410d4f985689e14c9eec31","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/659618587","isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":659151225,"gmtCreate":1679907002267,"gmtModify":1679907084883,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>现在新能源赛道处于逆风局,但是小鹏在苦练内功,效果也很明细,看当下小鹏的表现已经很不错。技术面上来看,日线已经站上了均线,且底部已经能看到有资金在运作。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>现在新能源赛道处于逆风局,但是小鹏在苦练内功,效果也很明细,看当下小鹏的表现已经很不错。技术面上来看,日线已经站上了均线,且底部已经能看到有资金在运作。","text":"$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$现在新能源赛道处于逆风局,但是小鹏在苦练内功,效果也很明细,看当下小鹏的表现已经很不错。技术面上来看,日线已经站上了均线,且底部已经能看到有资金在运作。","images":[{"img":"https://static.tigerbbs.com/5de70549da4ad56579fcb802f1bd9340","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/659151225","isVote":1,"tweetType":1,"viewCount":2514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":684648896,"gmtCreate":1660285831767,"gmtModify":1660286043913,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"中化岩土直线涨停,基建ETF涨近0.5%","listText":"中化岩土直线涨停,基建ETF涨近0.5%","text":"中化岩土直线涨停,基建ETF涨近0.5%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684648896","repostId":"684643401","repostType":1,"repost":{"id":684643401,"gmtCreate":1660285073606,"gmtModify":1660285073606,"author":{"id":"3511237393001450","authorId":"3511237393001450","name":"界面有连云","avatar":"https://static.tigerbbs.com/cd6ac47834fdc8cccb6482191edbbd56","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大基建板块异动拉升,中化岩土直线涨停,基建ETF涨近0.5%","htmlText":"大基建板块异动拉升,中化岩土直线涨停,北方国际、中国海诚、上海港湾等涨幅居前。基建ETF(159619)涨近0.5%。国海证券认为,上半年宏观经济承压运行,为避免“大水漫灌”,基建未获强调,但在当前经济形势下,基建仍为实现稳中求进的重要措施;另一方面,今年财政提前发力,地方专项债上半年集中发行,基建项目落地不及预期主因地方财政压力大、资金配套难以跟进,随着社会经济活动恢复、地方压力缓解,下半年基建项目将在资金支持下集中赶工,基建板块仍有较好投资机会。","listText":"大基建板块异动拉升,中化岩土直线涨停,北方国际、中国海诚、上海港湾等涨幅居前。基建ETF(159619)涨近0.5%。国海证券认为,上半年宏观经济承压运行,为避免“大水漫灌”,基建未获强调,但在当前经济形势下,基建仍为实现稳中求进的重要措施;另一方面,今年财政提前发力,地方专项债上半年集中发行,基建项目落地不及预期主因地方财政压力大、资金配套难以跟进,随着社会经济活动恢复、地方压力缓解,下半年基建项目将在资金支持下集中赶工,基建板块仍有较好投资机会。","text":"大基建板块异动拉升,中化岩土直线涨停,北方国际、中国海诚、上海港湾等涨幅居前。基建ETF(159619)涨近0.5%。国海证券认为,上半年宏观经济承压运行,为避免“大水漫灌”,基建未获强调,但在当前经济形势下,基建仍为实现稳中求进的重要措施;另一方面,今年财政提前发力,地方专项债上半年集中发行,基建项目落地不及预期主因地方财政压力大、资金配套难以跟进,随着社会经济活动恢复、地方压力缓解,下半年基建项目将在资金支持下集中赶工,基建板块仍有较好投资机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684643401","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":659618587,"gmtCreate":1680007762049,"gmtModify":1680010111950,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今日回国后意气风发的杰克马表示:ChatGPT这一类技术已经对教育带来挑战,但是ChatGPT这一类技术只是AI时代的开始,要用人工智能去解决问题,而不是被人工智能所控制,虽然人的体力、脑力比不过机器,但机器只有“芯“,而人有“心”。他说,工业时代是知识驱动,知识的在大模型领域,以百度、腾讯、阿里、华为为代表的国内科技巨头均已布局多年。其中百度早在2019年3月发布预训练模型ERNIE 1.0,2023年3月推出了文心一言(ERNIE Bot)。2021年4月,华为发布盘古大模型。2022年4月,腾讯对外披露混元大模型。2022年9月,阿里发布通义大模型系列。腾讯百度我看好,不过阿里这些年搞事情狠逆风,收购的企业也是一家接着一家夭折,难谈乐观。手中还有230美刀成本的阿里巴巴,且看看什么时候能回本吧?","listText":"今日回国后意气风发的杰克马表示:ChatGPT这一类技术已经对教育带来挑战,但是ChatGPT这一类技术只是AI时代的开始,要用人工智能去解决问题,而不是被人工智能所控制,虽然人的体力、脑力比不过机器,但机器只有“芯“,而人有“心”。他说,工业时代是知识驱动,知识的在大模型领域,以百度、腾讯、阿里、华为为代表的国内科技巨头均已布局多年。其中百度早在2019年3月发布预训练模型ERNIE 1.0,2023年3月推出了文心一言(ERNIE Bot)。2021年4月,华为发布盘古大模型。2022年4月,腾讯对外披露混元大模型。2022年9月,阿里发布通义大模型系列。腾讯百度我看好,不过阿里这些年搞事情狠逆风,收购的企业也是一家接着一家夭折,难谈乐观。手中还有230美刀成本的阿里巴巴,且看看什么时候能回本吧?","text":"今日回国后意气风发的杰克马表示:ChatGPT这一类技术已经对教育带来挑战,但是ChatGPT这一类技术只是AI时代的开始,要用人工智能去解决问题,而不是被人工智能所控制,虽然人的体力、脑力比不过机器,但机器只有“芯“,而人有“心”。他说,工业时代是知识驱动,知识的在大模型领域,以百度、腾讯、阿里、华为为代表的国内科技巨头均已布局多年。其中百度早在2019年3月发布预训练模型ERNIE 1.0,2023年3月推出了文心一言(ERNIE Bot)。2021年4月,华为发布盘古大模型。2022年4月,腾讯对外披露混元大模型。2022年9月,阿里发布通义大模型系列。腾讯百度我看好,不过阿里这些年搞事情狠逆风,收购的企业也是一家接着一家夭折,难谈乐观。手中还有230美刀成本的阿里巴巴,且看看什么时候能回本吧?","images":[{"img":"https://static.tigerbbs.com/862b39fabe410d4f985689e14c9eec31","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/659618587","isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":326480576557336,"gmtCreate":1720709709244,"gmtModify":1720709711331,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死","text":"$游戏驿站(GME)$ 今年通过做空游戏驿站短期内轻松翻倍,验证了做空赚钱速度是做多三倍的股市定理。做空㺯股可以做可以说。做空A股只能做不能说,否则会被骂死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326480576557336","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656324108,"gmtCreate":1683386725505,"gmtModify":1683423949338,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"技术面上来看,短线应该是在筑底,中线给人的感觉还不是很好,如果对这个标的感兴趣,还可以让子弹飞一会","listText":"技术面上来看,短线应该是在筑底,中线给人的感觉还不是很好,如果对这个标的感兴趣,还可以让子弹飞一会","text":"技术面上来看,短线应该是在筑底,中线给人的感觉还不是很好,如果对这个标的感兴趣,还可以让子弹飞一会","images":[{"img":"https://static.tigerbbs.com/e28514369de82c65c713398c657ce15b","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/656324108","isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328513247576336,"gmtCreate":1721226296789,"gmtModify":1721226302109,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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>PDD 的核心逻辑是国内消费品相关的制造业产能长期全面过剩,在这个逻辑未出现拐点前,其基础逻辑不会变化,股价趋势还是要向上的","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>PDD 的核心逻辑是国内消费品相关的制造业产能长期全面过剩,在这个逻辑未出现拐点前,其基础逻辑不会变化,股价趋势还是要向上的","text":"$拼多多(PDD)$ PDD 的核心逻辑是国内消费品相关的制造业产能长期全面过剩,在这个逻辑未出现拐点前,其基础逻辑不会变化,股价趋势还是要向上的","images":[{"img":"https://static.tigerbbs.com/1fa3a78694bef8c41ee730d0fe749ea4","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513247576336","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":659151225,"gmtCreate":1679907002267,"gmtModify":1679907084883,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>现在新能源赛道处于逆风局,但是小鹏在苦练内功,效果也很明细,看当下小鹏的表现已经很不错。技术面上来看,日线已经站上了均线,且底部已经能看到有资金在运作。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>现在新能源赛道处于逆风局,但是小鹏在苦练内功,效果也很明细,看当下小鹏的表现已经很不错。技术面上来看,日线已经站上了均线,且底部已经能看到有资金在运作。","text":"$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$现在新能源赛道处于逆风局,但是小鹏在苦练内功,效果也很明细,看当下小鹏的表现已经很不错。技术面上来看,日线已经站上了均线,且底部已经能看到有资金在运作。","images":[{"img":"https://static.tigerbbs.com/5de70549da4ad56579fcb802f1bd9340","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/659151225","isVote":1,"tweetType":1,"viewCount":2514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330185514893312,"gmtCreate":1721635658958,"gmtModify":1721635661170,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大","text":"$超微电脑(SMCI)$ 特斯拉财报应该会公布数据中心的进展,它和戴尔各占一半的份额,这季财报应该不差,加上8-13号财报可能宣布拆股,我觉得最好不要空,风险太大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330185514893312","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329316555018408,"gmtCreate":1721400096844,"gmtModify":1721400101197,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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=\"0\"></v-v>腾讯广告对支持视频号电商的团队进行调整,翻译过来就是WXG要自己做电商运营,不带CDG玩了。这波打掉的是小二岗位,也就是支持视频号电商GMV的,至于后面WXG怎么搞?不知道!说是有可能会上Ai,来代替小二对接商家。跟厂友聊,这波起码半年前就在布局了,鹅厂内部也是货币化的,亲兄弟明算账。从这波操作上,也不难看出腾讯内部创新的乏力,现在不比以前,以前可做的项目那可太多了,wxg完全可以分给ams去做,不差这一小块。但当下能做的新场景新空间还有啥?全村的希望只剩视频号和视频号电商,wxg自然不会再让给别人。而且降本增效下,闭环后的管理成本会降低很多。所以,人家凭什么不自己来做?这波怎么说都名正言顺","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯广告对支持视频号电商的团队进行调整,翻译过来就是WXG要自己做电商运营,不带CDG玩了。这波打掉的是小二岗位,也就是支持视频号电商GMV的,至于后面WXG怎么搞?不知道!说是有可能会上Ai,来代替小二对接商家。跟厂友聊,这波起码半年前就在布局了,鹅厂内部也是货币化的,亲兄弟明算账。从这波操作上,也不难看出腾讯内部创新的乏力,现在不比以前,以前可做的项目那可太多了,wxg完全可以分给ams去做,不差这一小块。但当下能做的新场景新空间还有啥?全村的希望只剩视频号和视频号电商,wxg自然不会再让给别人。而且降本增效下,闭环后的管理成本会降低很多。所以,人家凭什么不自己来做?这波怎么说都名正言顺","text":"$腾讯控股(00700)$ 腾讯广告对支持视频号电商的团队进行调整,翻译过来就是WXG要自己做电商运营,不带CDG玩了。这波打掉的是小二岗位,也就是支持视频号电商GMV的,至于后面WXG怎么搞?不知道!说是有可能会上Ai,来代替小二对接商家。跟厂友聊,这波起码半年前就在布局了,鹅厂内部也是货币化的,亲兄弟明算账。从这波操作上,也不难看出腾讯内部创新的乏力,现在不比以前,以前可做的项目那可太多了,wxg完全可以分给ams去做,不差这一小块。但当下能做的新场景新空间还有啥?全村的希望只剩视频号和视频号电商,wxg自然不会再让给别人。而且降本增效下,闭环后的管理成本会降低很多。所以,人家凭什么不自己来做?这波怎么说都名正言顺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329316555018408","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328882926719248,"gmtCreate":1721316550486,"gmtModify":1721317322983,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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=\"0\"></v-v>公司单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>公司单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高","text":"$美国超微公司(AMD)$ 公司单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高单一大客户在美国,占比太高了,我觉得是杀贸易战预期。不过影响应该没这么大。市场紧缺,即使没有AMD,照样一堆公司抢通的产能,何况他的封测技术少有前排的。现在估值还是高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328882926719248","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328184681644304,"gmtCreate":1721146080497,"gmtModify":1721146082721,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v 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综合考虑商业模式,估值,股息率(含回购率),自由现金流和市值比,管理层回报股东意愿,甚至成长性(AI等可展望的方向),目前中国的互联网头部公司都到了一个非常好的击球区域。这一波腾讯因为超出期望的回购承诺率先走了出来,今年3月已加仓为第二重仓股,相信接下来其他几个头部公司慢慢也会越来越好。现在的操作计划就是电力越涨越卖,逐步调重互利网仓位。至于A股的消费股,摩拳擦掌跟踪了好几年了,目前处于左侧寻底阶段,继续保持跟踪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328184681644304","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327794984665312,"gmtCreate":1721051019300,"gmtModify":1721051021452,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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>今天久违登了一下账户,零碎分红的现金下单了点 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。portfolio里国内资产比例太高了,短期内不再考虑了。也就苹果这票长期看好,别的美股这个估值真是下不去狠手啊","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>今天久违登了一下账户,零碎分红的现金下单了点 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。portfolio里国内资产比例太高了,短期内不再考虑了。也就苹果这票长期看好,别的美股这个估值真是下不去狠手啊","text":"$苹果(AAPL)$ 今天久违登了一下账户,零碎分红的现金下单了点 $苹果(AAPL)$ 。portfolio里国内资产比例太高了,短期内不再考虑了。也就苹果这票长期看好,别的美股这个估值真是下不去狠手啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327794984665312","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326741402853440,"gmtCreate":1720792405397,"gmtModify":1720792408432,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>关注芯片行业机会:1. 几千亿的玩意不可能老动,也不可能一直不动,如果需要强心针,大会前后是很好的节点。不要老看着英伟达,英伟达链国内辐射很弱,脱钩预期只会进一步增强。不一定要过得更好,但是一定要更自主。英伟达股价后面继续涨也能带动整个行业的多头情绪2. 从naura业绩来看,成熟制程扩产见顶没有那么快,设备的景气还能持续到年底,甚至有机会等到下一波先进制程扩产。各厂稼动率回升,耗材后面的上涨会更强于设备。3. 产能整合会加快,上层有设计的","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>关注芯片行业机会:1. 几千亿的玩意不可能老动,也不可能一直不动,如果需要强心针,大会前后是很好的节点。不要老看着英伟达,英伟达链国内辐射很弱,脱钩预期只会进一步增强。不一定要过得更好,但是一定要更自主。英伟达股价后面继续涨也能带动整个行业的多头情绪2. 从naura业绩来看,成熟制程扩产见顶没有那么快,设备的景气还能持续到年底,甚至有机会等到下一波先进制程扩产。各厂稼动率回升,耗材后面的上涨会更强于设备。3. 产能整合会加快,上层有设计的","text":"$英伟达(NVDA)$ 关注芯片行业机会:1. 几千亿的玩意不可能老动,也不可能一直不动,如果需要强心针,大会前后是很好的节点。不要老看着英伟达,英伟达链国内辐射很弱,脱钩预期只会进一步增强。不一定要过得更好,但是一定要更自主。英伟达股价后面继续涨也能带动整个行业的多头情绪2. 从naura业绩来看,成熟制程扩产见顶没有那么快,设备的景气还能持续到年底,甚至有机会等到下一波先进制程扩产。各厂稼动率回升,耗材后面的上涨会更强于设备。3. 产能整合会加快,上层有设计的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326741402853440","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294177558196400,"gmtCreate":1712825654524,"gmtModify":1712825655947,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","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> Meta转元宇宙vr 的时候股价差点跌没了,后面又莫名其妙的暴涨至今。主要收入还是来自旗下的Ins社交平台的广告收入,芯片AI业务一旦爆发,那还不是未来可期。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> Meta转元宇宙vr 的时候股价差点跌没了,后面又莫名其妙的暴涨至今。主要收入还是来自旗下的Ins社交平台的广告收入,芯片AI业务一旦爆发,那还不是未来可期。","text":"$Meta Platforms(META)$ Meta转元宇宙vr 的时候股价差点跌没了,后面又莫名其妙的暴涨至今。主要收入还是来自旗下的Ins社交平台的广告收入,芯片AI业务一旦爆发,那还不是未来可期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294177558196400","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656350726,"gmtCreate":1683388638165,"gmtModify":1683388640921,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在蒋凡的带领下,东南亚放松疫情管制后,线下消费恢复,线上电商业绩下降,在疫情期间扩张的Shopee,不得不开始降本增效,如减少补贴、裁撤部门等。Bjorn指出,近期来看,Shopee已经取消免运费的补贴政策,而Lazada仍在补贴运费,这使得部分买家偏向使用Lazada,短线来说,对 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 算是一个不大不小的利好","listText":"在蒋凡的带领下,东南亚放松疫情管制后,线下消费恢复,线上电商业绩下降,在疫情期间扩张的Shopee,不得不开始降本增效,如减少补贴、裁撤部门等。Bjorn指出,近期来看,Shopee已经取消免运费的补贴政策,而Lazada仍在补贴运费,这使得部分买家偏向使用Lazada,短线来说,对 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 算是一个不大不小的利好","text":"在蒋凡的带领下,东南亚放松疫情管制后,线下消费恢复,线上电商业绩下降,在疫情期间扩张的Shopee,不得不开始降本增效,如减少补贴、裁撤部门等。Bjorn指出,近期来看,Shopee已经取消免运费的补贴政策,而Lazada仍在补贴运费,这使得部分买家偏向使用Lazada,短线来说,对 $阿里巴巴(BABA)$ 算是一个不大不小的利好","images":[{"img":"https://static.tigerbbs.com/028390b53ad47bca420a6dfa97f1f66a","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656350726","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":653157370,"gmtCreate":1680675075290,"gmtModify":1680675241981,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"总感觉$黄金主连 和原油$WTI原油主连最近一两个月都呈现磨底走势,一旦美联储加息预期见顶,很可能展开一波反弹,直至下次美联储政策转向。如果美联储加息预期见顶,通胀事实上在高位,政策转向说明美债风险极大,已经加不起。最近,要重视官方喊话,长期看人民币依然会对美元升值。人民币汇率见顶跟a户见底的时间应该差不多。 <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2305(CLmain)$</a>","listText":"总感觉$黄金主连 和原油$WTI原油主连最近一两个月都呈现磨底走势,一旦美联储加息预期见顶,很可能展开一波反弹,直至下次美联储政策转向。如果美联储加息预期见顶,通胀事实上在高位,政策转向说明美债风险极大,已经加不起。最近,要重视官方喊话,长期看人民币依然会对美元升值。人民币汇率见顶跟a户见底的时间应该差不多。 <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2305(CLmain)$</a>","text":"总感觉$黄金主连 和原油$WTI原油主连最近一两个月都呈现磨底走势,一旦美联储加息预期见顶,很可能展开一波反弹,直至下次美联储政策转向。如果美联储加息预期见顶,通胀事实上在高位,政策转向说明美债风险极大,已经加不起。最近,要重视官方喊话,长期看人民币依然会对美元升值。人民币汇率见顶跟a户见底的时间应该差不多。 $WTI原油主连 2305(CLmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653157370","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659727535,"gmtCreate":1680258753027,"gmtModify":1680260115920,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"按照当下这走势,可以毫不犹豫的说,ARK基金就是个接盘侠,当然你也可以说人家是价值投资,但是这周期是多久,又有多少人能熬到周期结束?这很是个问题","listText":"按照当下这走势,可以毫不犹豫的说,ARK基金就是个接盘侠,当然你也可以说人家是价值投资,但是这周期是多久,又有多少人能熬到周期结束?这很是个问题","text":"按照当下这走势,可以毫不犹豫的说,ARK基金就是个接盘侠,当然你也可以说人家是价值投资,但是这周期是多久,又有多少人能熬到周期结束?这很是个问题","images":[{"img":"https://static.tigerbbs.com/284d0b289c4e32bdef66fb85a6deff4d","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659727535","isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":684648896,"gmtCreate":1660285831767,"gmtModify":1660286043913,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"中化岩土直线涨停,基建ETF涨近0.5%","listText":"中化岩土直线涨停,基建ETF涨近0.5%","text":"中化岩土直线涨停,基建ETF涨近0.5%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684648896","repostId":"684643401","repostType":1,"repost":{"id":684643401,"gmtCreate":1660285073606,"gmtModify":1660285073606,"author":{"id":"3511237393001450","authorId":"3511237393001450","name":"界面有连云","avatar":"https://static.tigerbbs.com/cd6ac47834fdc8cccb6482191edbbd56","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大基建板块异动拉升,中化岩土直线涨停,基建ETF涨近0.5%","htmlText":"大基建板块异动拉升,中化岩土直线涨停,北方国际、中国海诚、上海港湾等涨幅居前。基建ETF(159619)涨近0.5%。国海证券认为,上半年宏观经济承压运行,为避免“大水漫灌”,基建未获强调,但在当前经济形势下,基建仍为实现稳中求进的重要措施;另一方面,今年财政提前发力,地方专项债上半年集中发行,基建项目落地不及预期主因地方财政压力大、资金配套难以跟进,随着社会经济活动恢复、地方压力缓解,下半年基建项目将在资金支持下集中赶工,基建板块仍有较好投资机会。","listText":"大基建板块异动拉升,中化岩土直线涨停,北方国际、中国海诚、上海港湾等涨幅居前。基建ETF(159619)涨近0.5%。国海证券认为,上半年宏观经济承压运行,为避免“大水漫灌”,基建未获强调,但在当前经济形势下,基建仍为实现稳中求进的重要措施;另一方面,今年财政提前发力,地方专项债上半年集中发行,基建项目落地不及预期主因地方财政压力大、资金配套难以跟进,随着社会经济活动恢复、地方压力缓解,下半年基建项目将在资金支持下集中赶工,基建板块仍有较好投资机会。","text":"大基建板块异动拉升,中化岩土直线涨停,北方国际、中国海诚、上海港湾等涨幅居前。基建ETF(159619)涨近0.5%。国海证券认为,上半年宏观经济承压运行,为避免“大水漫灌”,基建未获强调,但在当前经济形势下,基建仍为实现稳中求进的重要措施;另一方面,今年财政提前发力,地方专项债上半年集中发行,基建项目落地不及预期主因地方财政压力大、资金配套难以跟进,随着社会经济活动恢复、地方压力缓解,下半年基建项目将在资金支持下集中赶工,基建板块仍有较好投资机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684643401","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}