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沙漠追光大海逐风
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-05 13:55
$MINIMAX-WP(00100)$
00100发行规模不算特别大，2500多万股，如果市场情绪配合，上市初期流动性应该还好。
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467
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沙漠追光大海逐风
沙漠追光大海逐风
·
01-05 13:40
$英伟达(NVDA)$
1000亿的自由现金流，2026年nvda将又会是收购与投资的大年。强烈看好达子
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234
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-31
$MINIMAX-WP(00100)$
Minimax2025年前九个月营收达5343.7万美元，同比增长超过170%，且已超过2024年全年总和，强烈看好
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2,978
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1
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-31
$五一视界(06651)$
昨天港股六股齐发，溢价最高的就是五一视界，说明物理AI得到香港资本认可，看好明年的行情
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985
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-30
$小米集团-W(01810)$
小米每天都会遭到天量的降智打击。你没看错，不是降维，是降智。 这种降智打击已经price in 小米股价了。 考虑到民智随着时间会逐渐缓慢的上升，因此留出了足够时间去慢慢买
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-30
$壁仞科技(06082)$
壁仞四千亿申购应该是大肉吧，而且这是今年最后一个新股，确定上涨的大盘股，估计会非常刺激
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4,943
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1
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-29
$美联股份(02671)$
美联股份算是产业升级基础设施解决方案第一股，强烈看好这个票，暗盘考虑无脑冲
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-29
$小米集团-W(01810)$
林斌与小米多大仇？虽然减持可以理解，但是为什么在这个节骨眼、在小米的至暗时刻宣布减持？
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4,845
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5
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-26
$恒生指数(HSI)$
不知不觉，人民币破7。目前谁晚兑人民币，谁就要多吃点亏。只要没有重仓中国资产的机构，我们有信心在未来跑赢他们两到三倍的收益率。
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沙漠追光大海逐风
沙漠追光大海逐风
·
2025-12-25
$美光科技(MU)$
甲骨文和博通财报把美光砸出了大坑，现在都填满了，还历史新高了
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807
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href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$</a>壁仞四千亿申购应该是大肉吧，而且这是今年最后一个新股，确定上涨的大盘股，估计会非常刺激","text":"$壁仞科技(06082)$壁仞四千亿申购应该是大肉吧，而且这是今年最后一个新股，确定上涨的大盘股，估计会非常刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516350935814784","isVote":1,"tweetType":1,"viewCount":4943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515930097972160,"gmtCreate":1766989462462,"gmtModify":1766990967074,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02671\">$美联股份(02671)$</a>美联股份算是产业升级基础设施解决方案第一股，强烈看好这个票，暗盘考虑无脑冲","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02671\">$美联股份(02671)$</a>美联股份算是产业升级基础设施解决方案第一股，强烈看好这个票，暗盘考虑无脑冲","text":"$美联股份(02671)$美联股份算是产业升级基础设施解决方案第一股，强烈看好这个票，暗盘考虑无脑冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515930097972160","isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515928959812000,"gmtCreate":1766989190050,"gmtModify":1766989192701,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>林斌与小米多大仇？虽然减持可以理解，但是为什么在这个节骨眼、在小米的至暗时刻宣布减持？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>林斌与小米多大仇？虽然减持可以理解，但是为什么在这个节骨眼、在小米的至暗时刻宣布减持？","text":"$小米集团-W(01810)$林斌与小米多大仇？虽然减持可以理解，但是为什么在这个节骨眼、在小米的至暗时刻宣布减持？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/515928959812000","isVote":1,"tweetType":1,"viewCount":4845,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097912143278240","authorId":"4097912143278240","name":"倔强的cpu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4097912143278240","authorIdStr":"4097912143278240"},"content":"61的时候我就清仓了，等30再建仓","text":"61的时候我就清仓了，等30再建仓","html":"61的时候我就清仓了，等30再建仓"},{"author":{"id":"3479849818460092","authorId":"3479849818460092","name":"铁板五花肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479849818460092","authorIdStr":"3479849818460092"},"content":"吃相难看而已","text":"吃相难看而已","html":"吃相难看而已"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514900714861520,"gmtCreate":1766738149002,"gmtModify":1766739778798,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a 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