上周暴跌，这周暴涨？TEM抄底否？
上周因做空声明，股价暴跌的TEM，本周一拉涨15%。大家看好TEM涨势吗？
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技术面反脆弱性 量价背离信号：6月3日暴涨时成交量31.47M远超5月暴跌日50.37M的63% ，显示空头力量衰竭。关键支撑位53.2美元（斐波那契38.2%回撤位）形成双底形态，突破68.75美元前高则打开至85美元空间 。 波动率套利机会：隐含波动率（IV）从暴跌日98%回落至62% ，备兑认购策略（持有正股+卖出65美元看涨期权）可对冲30%下行风险。 2. 基本面验证节点 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这周会直接冲上75以上，现在没利空，那就是利好！特斯拉不用买了，估计会有一部分人过来TEM这边避险。反正昨天流入1亿，今天继续流入1亿，上75稳了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442094450885216","isVote":1,"tweetType":1,"viewCount":5973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442094200463968,"gmtCreate":1748959867873,"gmtModify":1748959869896,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010490","authorIdStr":"10000000000010490"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 大家都觉得剧本是获利回吐，跌一跌。但会不会晚上直接一鼓作气，再小涨一波呢？","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 大家都觉得剧本是获利回吐，跌一跌。但会不会晚上直接一鼓作气，再小涨一波呢？","text":"$Tempus AI(TEM)$ 大家都觉得剧本是获利回吐，跌一跌。但会不会晚上直接一鼓作气，再小涨一波呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442094200463968","isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442007868658272,"gmtCreate":1748938790772,"gmtModify":1748938792398,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a>这种被高度控盘的庄股，在美股可以持续拉高硬控半年，再头铁的空头也被耗死。但拉长时间，股价最终还是会回到价值，参考各类恒生超小盘票","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TEM\">$Tempus 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2024年，中国数字化基础设施市场第三（份额8.6%）、网络市场第二（份额12.8%）、计算及存储市场第二（份额7.7%）。三大核心领域稳居前三甲，综合平台实力毋庸置疑。核心品牌“新华三”是其在智能计算、存储、网络及安全领域的硬招牌。这就是其直面客户复杂需求的底气。 增长引擎：AI算力狂潮下的精准卡位 Q1开门红：营收207.90亿，同比大增22.25%。 这数据够硬！公司直指核心驱动力：AIGC引爆算力需求，直接带动计算、存储、网络产品线起飞。这就是站在风口上的真实写照。 扣非净利亮眼：Q1扣非归母净利4.09亿，同比增19.30%。 这个指标比归母净利（受非经常因素拖累下滑15.75%）更能反映主营业务的真实增长动能和经营质量的改善。趋势向好！ 财务透视：短期阵痛与长期蓄力 营收稳健： 22-24年营收：737.52亿 -> 775.38亿 -> 790.24亿。大盘稳中有升。 净利承压： 22-24年净利：37.42亿 -> 36.85亿 -> 19.82亿。下滑明显，但事出有因： 战略投入期： 为抢抓AI算力爆发窗口，存货从22年189亿猛增至24年340亿！主动备货关键原材料，保障供应安全，满足激增需求。这是前瞻性投入，不是负担。 财务成本与整合： 完成对新华三剩余股权收购（总持股达81%+剩余19%潜在义务），叠加业务","listText":"5月29日，深交所老兵紫光股份正式递表港交所，谋求H股上市。A股市值682亿（截至目前），这家成立于1999年的巨头，早已不是简单的硬件厂商，而是手握“云-网-安-算-存-端”全栈能力的数字化和AI解决方案全球玩家。其背后的逻辑值得考究。 核心壁垒：全栈能力铸就稀缺平台价值 全球稀缺性： 弗若斯特沙利文认证，截至2024年底，紫光股份是全球极少数能提供全栈数字化解决方案的公司之一。这不是自夸，是第三方背书。 市场地位铁证： 2024年，中国数字化基础设施市场第三（份额8.6%）、网络市场第二（份额12.8%）、计算及存储市场第二（份额7.7%）。三大核心领域稳居前三甲，综合平台实力毋庸置疑。核心品牌“新华三”是其在智能计算、存储、网络及安全领域的硬招牌。这就是其直面客户复杂需求的底气。 增长引擎：AI算力狂潮下的精准卡位 Q1开门红：营收207.90亿，同比大增22.25%。 这数据够硬！公司直指核心驱动力：AIGC引爆算力需求，直接带动计算、存储、网络产品线起飞。这就是站在风口上的真实写照。 扣非净利亮眼：Q1扣非归母净利4.09亿，同比增19.30%。 这个指标比归母净利（受非经常因素拖累下滑15.75%）更能反映主营业务的真实增长动能和经营质量的改善。趋势向好！ 财务透视：短期阵痛与长期蓄力 营收稳健： 22-24年营收：737.52亿 -> 775.38亿 -> 790.24亿。大盘稳中有升。 净利承压： 22-24年净利：37.42亿 -> 36.85亿 -> 19.82亿。下滑明显，但事出有因： 战略投入期： 为抢抓AI算力爆发窗口，存货从22年189亿猛增至24年340亿！主动备货关键原材料，保障供应安全，满足激增需求。这是前瞻性投入，不是负担。 财务成本与整合： 完成对新华三剩余股权收购（总持股达81%+剩余19%潜在义务），叠加业务","text":"5月29日，深交所老兵紫光股份正式递表港交所，谋求H股上市。A股市值682亿（截至目前），这家成立于1999年的巨头，早已不是简单的硬件厂商，而是手握“云-网-安-算-存-端”全栈能力的数字化和AI解决方案全球玩家。其背后的逻辑值得考究。 核心壁垒：全栈能力铸就稀缺平台价值 全球稀缺性： 弗若斯特沙利文认证，截至2024年底，紫光股份是全球极少数能提供全栈数字化解决方案的公司之一。这不是自夸，是第三方背书。 市场地位铁证： 2024年，中国数字化基础设施市场第三（份额8.6%）、网络市场第二（份额12.8%）、计算及存储市场第二（份额7.7%）。三大核心领域稳居前三甲，综合平台实力毋庸置疑。核心品牌“新华三”是其在智能计算、存储、网络及安全领域的硬招牌。这就是其直面客户复杂需求的底气。 增长引擎：AI算力狂潮下的精准卡位 Q1开门红：营收207.90亿，同比大增22.25%。 这数据够硬！公司直指核心驱动力：AIGC引爆算力需求，直接带动计算、存储、网络产品线起飞。这就是站在风口上的真实写照。 扣非净利亮眼：Q1扣非归母净利4.09亿，同比增19.30%。 这个指标比归母净利（受非经常因素拖累下滑15.75%）更能反映主营业务的真实增长动能和经营质量的改善。趋势向好！ 财务透视：短期阵痛与长期蓄力 营收稳健： 22-24年营收：737.52亿 -> 775.38亿 -> 790.24亿。大盘稳中有升。 净利承压： 22-24年净利：37.42亿 -> 36.85亿 -> 19.82亿。下滑明显，但事出有因： 战略投入期： 为抢抓AI算力爆发窗口，存货从22年189亿猛增至24年340亿！主动备货关键原材料，保障供应安全，满足激增需求。这是前瞻性投入，不是负担。 财务成本与整合： 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这种炒作题材的股票有机会还会被炒","listText":"肯定可以抄底 这种炒作题材的股票有机会还会被炒","text":"肯定可以抄底 这种炒作题材的股票有机会还会被炒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440884977373808","isVote":1,"tweetType":1,"viewCount":2698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440469277126656,"gmtCreate":1748570104912,"gmtModify":1748570106448,"author":{"id":"3574844463801446","authorId":"3574844463801446","name":"qiqi66nj","avatar":"https://static.tigerbbs.com/7ff37eb3c3e9d62c6d62264de30e1e2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574844463801446","authorIdStr":"3574844463801446"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 短线错杀，53刀接了一些。长期看多","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 短线错杀，53刀接了一些。长期看多","text":"$Tempus AI(TEM)$ 短线错杀，53刀接了一些。长期看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440469277126656","isVote":1,"tweetType":1,"viewCount":4128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440322270425904,"gmtCreate":1748527385799,"gmtModify":1748527387616,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010491","authorIdStr":"10000000000010491"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 这规模的下跌，管理层也没给出啥有力回应，别指望大V了，关键看股价能不能稳住，做空机构后面还有啥招数。","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 这规模的下跌，管理层也没给出啥有力回应，别指望大V了，关键看股价能不能稳住，做空机构后面还有啥招数。","text":"$Tempus AI(TEM)$ 这规模的下跌，管理层也没给出啥有力回应，别指望大V了，关键看股价能不能稳住，做空机构后面还有啥招数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440322270425904","isVote":1,"tweetType":1,"viewCount":4107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440321700582192,"gmtCreate":1748527246677,"gmtModify":1748527248532,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010487","authorIdStr":"10000000000010487"},"themes":[],"title":"","htmlText":"昨天换手率都50%了，进去的是谁，出来的是谁？进去的人后面会怎么操作呢？大家琢磨琢磨。接下这50%换手率股份的，能是散户吗？<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a>","listText":"昨天换手率都50%了，进去的是谁，出来的是谁？进去的人后面会怎么操作呢？大家琢磨琢磨。接下这50%换手率股份的，能是散户吗？<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a>","text":"昨天换手率都50%了，进去的是谁，出来的是谁？进去的人后面会怎么操作呢？大家琢磨琢磨。接下这50%换手率股份的，能是散户吗？$Tempus AI(TEM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440321700582192","isVote":1,"tweetType":1,"viewCount":5170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440243891335216,"gmtCreate":1748508343185,"gmtModify":1748508345247,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a>尽管做空逻辑有理有据，但市场往往过度反应。TempusAI的商业落地虽尚处早期，但与顶级制药巨头合作不断，付费模式尚未充分体现。短期杀估值后更容易被融资盘和长线资金接盘。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a>尽管做空逻辑有理有据，但市场往往过度反应。TempusAI的商业落地虽尚处早期，但与顶级制药巨头合作不断，付费模式尚未充分体现。短期杀估值后更容易被融资盘和长线资金接盘。","text":"$Tempus AI(TEM)$尽管做空逻辑有理有据，但市场往往过度反应。TempusAI的商业落地虽尚处早期，但与顶级制药巨头合作不断，付费模式尚未充分体现。短期杀估值后更容易被融资盘和长线资金接盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440243891335216","isVote":1,"tweetType":1,"viewCount":4777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440244168971056,"gmtCreate":1748508318061,"gmtModify":1748508952698,"author":{"id":"10000000000010476","authorId":"10000000000010476","name":"重生之我是特朗普","avatar":"https://static.tigerbbs.com/21c3bc97c5a4bf494af1aa8cf6a69d90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010476","authorIdStr":"10000000000010476"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TEM\">$Tempus 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AI(TEM)$做空是针对短期估值泡沫。公司在AI生物医药和基因组学领域的技术壁垒并未改变，商业化订单和合作学术成果都在快速积累，确认放量企稳就能以更低成本布局长期高增长赛道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440244168971056","isVote":1,"tweetType":1,"viewCount":3199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439959835644240,"gmtCreate":1748450638614,"gmtModify":1748486467772,"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/b52249a7a6bb3ccf0a38ce77c8fb416d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193377325563260","authorIdStr":"4193377325563260"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Tempus AI(TEM)$","images":[{"img":"https://static.tigerbbs.com/0f84fdc526aaa53c7565271cfe9723d5","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/439959835644240","isVote":1,"tweetType":1,"viewCount":3269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":439931681439896,"gmtCreate":1748443806803,"gmtModify":1748486467882,"author":{"id":"3514369206910047","authorId":"3514369206910047","name":"Sumire_9572","avatar":"https://static.tigerbbs.com/5e7fbf0b7a1ee37b79a360eb47696d4b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514369206910047","authorIdStr":"3514369206910047"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 低吸时刻！！！","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 低吸时刻！！！","text":"$Tempus AI(TEM)$ 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