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老刘该睡了
13:14
$Palantir Technologies Inc.(PLTR)$
Palantir在数据分析和AI领域的技术非常强,但市场的预期过高,所以股价出现回调。这就叫错杀,买就对了
老刘该睡了
13:11
$比亚迪(002594)$
$特斯拉(TSLA)$
比亚迪确实有赶超特斯拉的潜力。特别是在中国市场,比亚迪的成本优势和政策支持具备了很强的竞争力。逐步突破技术瓶颈,逐步抢占市场份额,比亚迪会在未来几年赶超特斯拉
老刘该睡了
13:09
$亚马逊(AMZN)$
亚马逊财报后股价下跌有些出乎我意料,从亚马逊的长期增长趋势来看,这是一个逢低吸纳的机会。毕竟它在全球电商和云服务的市场地位几乎是无可替代的
老刘该睡了
13:07
$英伟达(NVDA)$
想真正收复失地需要业绩数据来支持。AI自动驾驶等领域的持续增长会带来持续的动能。如果接下来的财报数据和市场预期一致,股价继续上涨
老刘该睡了
02-06 15:59
$小米集团-W(01810)$
雷军的战略眼光也越来越精准,不仅在国内市场表现强势,还在海外拓展得相当不错。虽然市值大了,如果未来继续发力依旧有不错的成长空间。可以继续买
老刘该睡了
02-06 15:57
$ARM Holdings(ARM)$
现在显然市场预期有点偏离了。其实ARM的技术优势和市场需求仍然非常强劲,尤其在移动设备和嵌入式市场。下跌反而给了一个加仓的机会
老刘该睡了
02-06 15:55
$纳斯达克(.IXIC)$
$黄金主连 2504(GCmain)$
很多投资者都在避险,黄金是最稳的选择。再加上通胀预期和金融市场的不确定性,黄金的需求会进一步提升。
老刘该睡了
02-06 15:53
$亚马逊(AMZN)$
亚马逊这几年在全球电商和云服务的双引擎驱动下,依旧保持强劲增长,财报一旦超预期,股价创新高的可能性很大。
老刘该睡了
02-06 15:50
$拼多多(PDD)$
PDD一直以来在低价市场的优势,以及对下沉市场的深耕,流量和订单量依然是它的强项。这些东西没变就没事
老刘该睡了
02-05 16:21
$北方华创(002371)$
北方华创的刻蚀机进入中芯国际产线。政策补贴+国产替代双轮驱动下,设备厂商的订单能见度已排至2025年,技术迭代速度超预期。
老刘该睡了
02-05 16:19
$亚马逊(AMZN)$
区域化仓储布局将平均配送时间压缩至11小时,生鲜杂货的次日达覆盖率提升至90%。Prime会员的医疗健康附加服务上线半年获客千万,用户生命周期价值提升至普通会员的2.3倍,飞轮效应持续强化。看好
老刘该睡了
02-05 16:15
$Palantir Technologies Inc.(PLTR)$
北约的合同将Palantir的政府业务能见度延伸至2026年,地缘冲突常态化让情报分析系统成为数字时代的军火标配。美国土安全部的移民管控项目、能源部的电网监测订单,证明其技术具备跨领域复制的延展性。可以买
老刘该睡了
02-05 16:12
$阿里巴巴(BABA)$
TEMU的崛起验证了跨境电商的增量空间。阿里巴巴菜鸟物流的全球智能骨干网已覆盖200个国家,国际物流履约成本降至行业均值的70%。加上股价便宜,可以买
老刘该睡了
02-04
$美国超微公司(AMD)$
英伟达的H100太贵?那就用便宜30%的MI300X抢中小企业;英特尔死磕制程?转头用Chiplet技术把芯片拼成乐高。用实用主义撕开市场吧
老刘该睡了
02-04
$英伟达(NVDA)$
大语言模型训练和推理需要海量算力,deepseek出来反而能带动算力需求,现在明显是错杀了,慢慢买入
老刘该睡了
02-04
$恒生指数(HSI)$
腾讯美团这些便宜大票被扫货,中芯国际成了新晋网红。这波是真估值修复了,看看历年数据,二月港股上涨概率超70%
老刘该睡了
02-04
$Palantir Technologies Inc.(PLTR)$
Palantir能靠着北约新订单逆势扩招。这类合同非常稳定,利润可能不刺激,但预付款给得实在。持续看好
老刘该睡了
02-03
$纳斯达克(.IXIC)$
特朗普加关税属于水池子结冰,军工股不怕冷、能源股自带发热、本土制造爬上岸成赢家,科技股冻得直哆嗦。
老刘该睡了
02-03
$谷歌(GOOG)$
谷歌现在是搞AI全家桶试图用无孔不入对抗ChatGPT。但这种AI全家桶像极了自助餐厅,选择多,但真吃饱还得靠主食搜索广告,最好还是多做主业吧
老刘该睡了
02-03
$金山云(03896)$
其他云厂商卷企业客户,金山云直接抱住政府大腿搞电子政务、医保平台订单接到手软。这种体制内生意虽然增长慢但坏账率接近零,像极了爸妈最爱的公务员女婿。
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老老实实玩你的A股吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400916137005672,"gmtCreate":1738904963373,"gmtModify":1738904965557,"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":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 亚马逊财报后股价下跌有些出乎我意料,从亚马逊的长期增长趋势来看,这是一个逢低吸纳的机会。毕竟它在全球电商和云服务的市场地位几乎是无可替代的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 亚马逊财报后股价下跌有些出乎我意料,从亚马逊的长期增长趋势来看,这是一个逢低吸纳的机会。毕竟它在全球电商和云服务的市场地位几乎是无可替代的","text":"$亚马逊(AMZN)$ 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 雷军的战略眼光也越来越精准,不仅在国内市场表现强势,还在海外拓展得相当不错。虽然市值大了,如果未来继续发力依旧有不错的成长空间。可以继续买","text":"$小米集团-W(01810)$ 雷军的战略眼光也越来越精准,不仅在国内市场表现强势,还在海外拓展得相当不错。虽然市值大了,如果未来继续发力依旧有不错的成长空间。可以继续买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400604040028776","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400604104712240,"gmtCreate":1738828644810,"gmtModify":1738828646593,"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":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a> 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2504(GCmain)$</a> 很多投资者都在避险,黄金是最稳的选择。再加上通胀预期和金融市场的不确定性,黄金的需求会进一步提升。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2504(GCmain)$</a> 很多投资者都在避险,黄金是最稳的选择。再加上通胀预期和金融市场的不确定性,黄金的需求会进一步提升。","text":"$纳斯达克(.IXIC)$ $黄金主连 2504(GCmain)$ 很多投资者都在避险,黄金是最稳的选择。再加上通胀预期和金融市场的不确定性,黄金的需求会进一步提升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400603681374256","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400603057352752,"gmtCreate":1738828389107,"gmtModify":1738828390827,"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":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 亚马逊这几年在全球电商和云服务的双引擎驱动下,依旧保持强劲增长,财报一旦超预期,股价创新高的可能性很大。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 亚马逊这几年在全球电商和云服务的双引擎驱动下,依旧保持强劲增长,财报一旦超预期,股价创新高的可能性很大。","text":"$亚马逊(AMZN)$ 亚马逊这几年在全球电商和云服务的双引擎驱动下,依旧保持强劲增长,财报一旦超预期,股价创新高的可能性很大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400603057352752","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400601773621864,"gmtCreate":1738828214499,"gmtModify":1738828216316,"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":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> PDD一直以来在低价市场的优势,以及对下沉市场的深耕,流量和订单量依然是它的强项。这些东西没变就没事","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> PDD一直以来在低价市场的优势,以及对下沉市场的深耕,流量和订单量依然是它的强项。这些东西没变就没事","text":"$拼多多(PDD)$ PDD一直以来在低价市场的优势,以及对下沉市场的深耕,流量和订单量依然是它的强项。这些东西没变就没事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400601773621864","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400255640908392,"gmtCreate":1738743709442,"gmtModify":1738743711881,"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":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002371\">$北方华创(002371)$</a> 北方华创的刻蚀机进入中芯国际产线。政策补贴+国产替代双轮驱动下,设备厂商的订单能见度已排至2025年,技术迭代速度超预期。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002371\">$北方华创(002371)$</a> 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比亚迪确实有赶超特斯拉的潜力。特别是在中国市场,比亚迪的成本优势和政策支持具备了很强的竞争力。逐步突破技术瓶颈,逐步抢占市场份额,比亚迪会在未来几年赶超特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/400916748538472","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"滚雪球带雪崩","avatar":"https://static.tigerbbs.com/639e61a7ca51328951141861a420de67","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"content":"兄弟你看好byd 可以不用在at特斯拉 老老实实玩你的A股吧","text":"兄弟你看好byd 可以不用在at特斯拉 老老实实玩你的A股吧","html":"兄弟你看好byd 可以不用在at特斯拉 老老实实玩你的A股吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388479420571712,"gmtCreate":1735872782973,"gmtModify":1735872784906,"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":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 这可能是特斯拉短期内的“黑天鹅”事件,给了我们一个“打折”买进的好机会!低于预期的交付量并不能否定特斯拉在电动汽车行业的领导地位,反而是暴露了更多增长潜力。买买买","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 这可能是特斯拉短期内的“黑天鹅”事件,给了我们一个“打折”买进的好机会!低于预期的交付量并不能否定特斯拉在电动汽车行业的领导地位,反而是暴露了更多增长潜力。买买买","text":"$特斯拉(TSLA)$ 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