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一起手牵手
2023-12-27
拉美股是为了港股出货?美股网易两天20多亿成交量,居然拉不动港股?
$网易(NTES)$
$网易-S(09999)$
[汗颜][疑问]
一起手牵手
2023-12-26
有人怀疑和暴雪传出复合的消息是炒作,我倒觉得真实性挺大的,要是谣言,网易公关部不出来辟谣,暴雪的公关部都得跳脚。大概率是目前还有一些事项没谈妥,还在谈判中,所以期待吧。2024年,依然看好网易。
$网易(NTES)$
一起手牵手
2023-12-22
大股东不断减持,股价不断创出新高。这是为什么么呢。股东减持不影响股价吗[疑问]
$Coinbase Global, Inc.(COIN)$
一起手牵手
2023-12-21
阿里其实早已贻误了战机,这次是否能给自己迎来转机,需要边走边看。但从估值角度而言,战略上的出尔反尔,重要位置也调整差不多了,剩下更多是执行层面的落地或人员调整,整体利空基本已经出尽,短期股价底部基本已经形成。
$阿里巴巴(BABA)$
一起手牵手
2023-12-20
每一次的回调都是买点,软硬件齐开花,迟早还会新高。还是
$英伟达(NVDA)$
稳健,买入放着睡大觉就好
一起手牵手
2023-12-19
所有的人工智能公司的基础模型计算,都需要买英伟达的超级计算型显卡A系列。或者专门用于训练模型的各种型号显卡,可以预见,未来英伟达还会出更多算力“更强”的产品,“更强显卡”意味着“更多利润”。
$英伟达(NVDA)$
一起手牵手
2023-12-18
记住,伟教教义,24年1000,25年1500,十年太长,我们只要两年,只争朝夕[惊讶]
$英伟达(NVDA)$
一起手牵手
2023-12-15
英伟达的强大是建立了整个应用生态圈,哪怕苏大妈的MI300性能赶得上甚至更好,也很难推广,除非得到大客户的鼎力支持。当然现在大客户为了搞平衡,是可以从老黄口里切出一块肉来匀一允。至于其他小的公司推出的芯片,更加难以获得大规模的应用。
$英伟达(NVDA)$
一起手牵手
2023-12-14
NVDA500美元以下全力买进,明年目标价1000美元以上。明年AI产业将大爆发成长。冲就完事儿了
$英伟达(NVDA)$
一起手牵手
2023-12-13
我就不买英伟达,其他能看懂的更多,足够了,足够了,太多了,巴菲特一辈子不碰高科技,算总股份两千亿身价,无所谓的
$英伟达(NVDA)$
一起手牵手
2023-12-12
华为反击了,
$小米集团-W(01810)$
申请的是新型实用专利,而华为申请的发明专利,不懂就问,如果这两个专利有冲突,会彼此获批吗?
一起手牵手
2023-12-11
港股很刺激,涨跌都很刺激,11月2日是涨的最高点32.2,12月回到20以下。恒生指数最低跌破16000大概率今天见底,港股反弹也非常刺激,恒生指数暴利反弹一触即发!
$恒生指数(HSI)$
一起手牵手
2023-12-08
微软难道不能被替代吗?安卓呢?或者说最伟大的可口可乐呢?都可以被替代,但现实是没有被替代!但你就是离不开它
$微软(MSFT)$
一起手牵手
2023-12-07
有了OpenAI的加成,微软将成为AI的王者,盖茨如果没把微软股票卖掉,那应该是一骑绝尘,独孤求败吧。
$微软(MSFT)$
一起手牵手
2023-12-07
大A和港股这对难兄难弟,让大户也受不了了。不过很多人说巴菲特来大A一样被割韭菜,但体现老巴智慧的可能不是他做了什么,而是不做什么。老巴不来大A是有他道理的。
$恒生指数(HSI)$
一起手牵手
2023-12-06
内卷的行业不要投,阿里巴巴现在市盈率9倍多,和普通制造业一样,按照1800多亿的市值,年利润200亿美元,问题是拿得出钱分红吗?为什么不能分红呢?因为行业太内卷,必须不断地投入,不然就会被淘汰,这样的公司你们觉得能投吗?
$阿里巴巴(BABA)$
一起手牵手
2023-12-05
阿里最宝贵最有护城河的资产是支付宝,结果还被马老师剥离了…割得一手好韭菜,不仅割小韭菜,也割大股东
$阿里巴巴(BABA)$
一起手牵手
2023-12-04
当我们在狂欢拼多多超过阿里的时候,可能会忽视因为AI微软即将超过苹果成为市值最大公司!
$微软(MSFT)$
一起手牵手
2023-12-01
阿里进入移动互联网后半程这些年,就是进入打地鼠的模式,一会打京东,一会打美团,一会打拼多多,一会打抖音,打来打去发现谁都没有打赢,反而把自己的基本盘搭进去了。
$阿里巴巴(BABA)$
一起手牵手
2023-11-30
满打满算明年交付10万台,一台5万刀,一年营收增加50亿,占总营收的6%,有个毛线用,天花板已经被MUSK说死2025年能年交付25万了,可以说皮卡这块的价值已经被压死了,要大涨只能靠FSD,而FSD又没时间表,能不能成功还是个迷
$特斯拉(TSLA)$
去老虎APP查看更多动态
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$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/59f02e540ce91d9fb57ad677e65831b2","width":"400","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253751466426376","isVote":1,"tweetType":1,"viewCount":7283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253457442132016,"gmtCreate":1702899378718,"gmtModify":1702899382540,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"记住,伟教教义,24年1000,25年1500,十年太长,我们只要两年,只争朝夕[惊讶] <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"记住,伟教教义,24年1000,25年1500,十年太长,我们只要两年,只争朝夕[惊讶] <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"记住,伟教教义,24年1000,25年1500,十年太长,我们只要两年,只争朝夕[惊讶] $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/1e98e21f5feb8d0a0617abacbcbfa84a","width":"236","height":"239"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253457442132016","isVote":1,"tweetType":1,"viewCount":7530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":252358210248776,"gmtCreate":1702642433178,"gmtModify":1702642436318,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达的强大是建立了整个应用生态圈,哪怕苏大妈的MI300性能赶得上甚至更好,也很难推广,除非得到大客户的鼎力支持。当然现在大客户为了搞平衡,是可以从老黄口里切出一块肉来匀一允。至于其他小的公司推出的芯片,更加难以获得大规模的应用。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"英伟达的强大是建立了整个应用生态圈,哪怕苏大妈的MI300性能赶得上甚至更好,也很难推广,除非得到大客户的鼎力支持。当然现在大客户为了搞平衡,是可以从老黄口里切出一块肉来匀一允。至于其他小的公司推出的芯片,更加难以获得大规模的应用。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"英伟达的强大是建立了整个应用生态圈,哪怕苏大妈的MI300性能赶得上甚至更好,也很难推广,除非得到大客户的鼎力支持。当然现在大客户为了搞平衡,是可以从老黄口里切出一块肉来匀一允。至于其他小的公司推出的芯片,更加难以获得大规模的应用。 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"NVDA500美元以下全力买进,明年目标价1000美元以上。明年AI产业将大爆发成长。冲就完事儿了 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/bf58a45199edbbcfe4371b0ca3b2b806","width":"306","height":"286"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252001779331264","isVote":1,"tweetType":1,"viewCount":7055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":248812163436560,"gmtCreate":1701775708418,"gmtModify":1701775709679,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里最宝贵最有护城河的资产是支付宝,结果还被马老师剥离了…割得一手好韭菜,不仅割小韭菜,也割大股东 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","listText":"阿里最宝贵最有护城河的资产是支付宝,结果还被马老师剥离了…割得一手好韭菜,不仅割小韭菜,也割大股东 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","text":"阿里最宝贵最有护城河的资产是支付宝,结果还被马老师剥离了…割得一手好韭菜,不仅割小韭菜,也割大股东 $阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248812163436560","isVote":1,"tweetType":1,"viewCount":7211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244897215082568,"gmtCreate":1700826489939,"gmtModify":1700832181385,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多三年时间净利润增加六七倍,营收增加近一倍,GMV增加近一倍,但股价下跌一倍,这一来一去,相当于市销率降低了四倍。这是一个特别典型的案例,千万不要以为利润、营收、GMV增长股价就应该增长。比亚迪,也是这样的,该补跌还是得补跌,即使业绩吊炸天。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 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data-views=\"1\"></v-v>","text":"特斯拉以今明两年的可能业绩股价的确不值这个价(当前pE70倍,即便明年利润翻番pE仍有35倍),但全世界投资者哄拥购入的理由是长期看好。没有太多争议的是明年特斯拉的汽车产销量增长40%都难,但总利润翻番的概率却仍会很高 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244545274896432","isVote":1,"tweetType":1,"viewCount":8190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243586835677184,"gmtCreate":1700487807896,"gmtModify":1700487809242,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达的订单都排到5年后了……业绩是没啥可怀疑的吧。业绩没问题,不过这价格再涨,感觉虚高太多了,产能也是大问题,变现不了那么大金额 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"英伟达的订单都排到5年后了……业绩是没啥可怀疑的吧。业绩没问题,不过这价格再涨,感觉虚高太多了,产能也是大问题,变现不了那么大金额 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"英伟达的订单都排到5年后了……业绩是没啥可怀疑的吧。业绩没问题,不过这价格再涨,感觉虚高太多了,产能也是大问题,变现不了那么大金额 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243586835677184","isVote":1,"tweetType":1,"viewCount":4284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256300758106160,"gmtCreate":1703601103166,"gmtModify":1703601210147,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"有人怀疑和暴雪传出复合的消息是炒作,我倒觉得真实性挺大的,要是谣言,网易公关部不出来辟谣,暴雪的公关部都得跳脚。大概率是目前还有一些事项没谈妥,还在谈判中,所以期待吧。2024年,依然看好网易。 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <v-v 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data-views=\"1\"></v-v>","text":"阿里其实早已贻误了战机,这次是否能给自己迎来转机,需要边走边看。但从估值角度而言,战略上的出尔反尔,重要位置也调整差不多了,剩下更多是执行层面的落地或人员调整,整体利空基本已经出尽,短期股价底部基本已经形成。 $阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/699d074b5cb5e9331c5abdacc0be6a6b","width":"301","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254460487184432","isVote":1,"tweetType":1,"viewCount":7855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253751466426376,"gmtCreate":1702987000347,"gmtModify":1702992243079,"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ffed4d5d2f5d345b6580fbb0164ec42","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"所有的人工智能公司的基础模型计算,都需要买英伟达的超级计算型显卡A系列。或者专门用于训练模型的各种型号显卡,可以预见,未来英伟达还会出更多算力“更强”的产品,“更强显卡”意味着“更多利润”。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v 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