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微量德丰
13:12
$古茗(01364)$
茶饮行业的竞争越来越激烈,未来的持续增长还需依赖创新和市场拓展。古茗这些方面做的都不错的
微量德丰
13:10
$阿里巴巴(BABA)$
人工智能赛道的爆发力已经开始显现,港股相关的AI公司也不容忽视。像阿里巴巴腾讯这种,都是技术上有大突破的公司。
微量德丰
13:08
$小米集团-W(01810)$
小米的股价创新高完全是在稳步扩展市场份额和持续创新中找到动力。雷军的战略布局非常清晰
微量德丰
02-06 15:58
$中芯国际(00981)$
中芯国际继续创新高真的让人很有信心!作为国产芯片的领头羊,在全球半导体行业的国产替代趋势下,中芯国际的前景越来越广阔。国家政策继续支持未来几年它的发展潜力无限。
微量德丰
02-06 15:56
$英伟达(NVDA)$
我更看好达子在AI和自动驾驶领域的持续发力。从长远来看英伟达的市场份额和技术优势是无法被轻易替代的。考虑到AI芯片的需求,未来几个月继续拉升。
微量德丰
02-06 15:53
$高通(QCOM)$
半导体行业的整体趋势仍然向好。5G技术和智能设备的持续增长,依然是高通长期向上的动力。这波调整后是个不错的进场时机
微量德丰
02-06 15:51
$谷歌(GOOG)$
云计算行业在全球的需求还是在高速增长,谷歌在这方面的技术壁垒很难被撼动。虽然不及预期,但整体来看,它未来仍有很大增速潜力。
微量德丰
02-05 22:31
$黄金主连 2504(GCmain)$
现在这世道在全球政经不确定性上升、央行购金常态化的背景下,黄金作为资产配置压舱石的作用增强,逢低分批布局就完事
微量德丰
02-05 16:20
$高通(QCOM)$
高通在空间计算芯片的卡位优势难以撼动,物联网业务毛利率将持续走高。后续可期
微量德丰
02-05 16:17
$古茗(01364)$
古茗在三四线城市的加密策略形成区域垄断效应,单店日均销量稳定在500杯以上,12元均价带的成本控制能力碾压同行。供应链的鲜果直采体系覆盖全国80%产区,损耗率比行业均值低5个百分点,利润空间极具韧性。
微量德丰
02-05 16:13
$美国超微公司(AMD)$
Amd现在是消费电子复苏叠加大的换机周期,CPU+GPU双料龙头的组合拳有望复制移动互联网时代的增长曲线
微量德丰
02-04
$谷歌(GOOG)$
谷歌不止搜索,他有最大的开源开发系统Android和AI开发工具TensorFlow,谷歌广告只占他总业务20%多,如果能更加聚焦主业就好了
微量德丰
02-04
$小米集团-W(01810)$
买小米汽车送智能家居折扣券,购手机补贴充电桩安装费,雷总的生态铁网是越来越大了,这种黏性如果成型,可能改写车企估值逻辑。
微量德丰
02-04
$金山云(03896)$
金山云是政府的指定服务商啊。稳定性堪比公务员薪资,经济越差,政府IT预算反而可能增加。
微量德丰
02-03
$美国超微公司(AMD)$
AMD现在的CPU性能逼近英特尔,GPU性价比完美碾压英伟达,差一口气封神。
微量德丰
02-03
$Palantir Technologies Inc.(PLTR)$
Palantir过去只服务五角大楼,现在为了赚钱连奶茶店都接,用反恐算法优化库存,拿导弹追踪技术管物流。但军转民性价比存疑。建议观察观察
微量德丰
02-03
$特斯拉(TSLA)$
特斯拉FSD每天收集的路况数据,够训练出100个ChatGPT!未来fsd可能按公里数收专利费。
微量德丰
01-31
$阿里巴巴(BABA)$
$百度(BIDU)$
春节前后中概平均涨15%是历史数据,今年玩的是新剧本:阿里用反向海淘收割北美华人(老干妈+汉服直邮),百度文心一言给压岁钱写祝福语。这波节日情绪和基本面都不错
微量德丰
01-31
$苹果(AAPL)$
印度产iPhone直飞欧美,中国组装的零件跨境秒配。这种供应链优势后面估计能让库克能在关税大战中反复横跳。
微量德丰
01-30
$英特尔(INTC)$
英特尔转型代工的战略看似激进,但背后逻辑很硬核,美国芯片法案补贴高达520亿美元,加上地缘政治倒逼本土制造回流,IDM 2.0模式可能迎来政策红利期。如果财报能证明代工订单超预期,市场对亏损的容忍度会大幅提升。
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我更看好达子在AI和自动驾驶领域的持续发力。从长远来看英伟达的市场份额和技术优势是无法被轻易替代的。考虑到AI芯片的需求,未来几个月继续拉升。","text":"$英伟达(NVDA)$ 我更看好达子在AI和自动驾驶领域的持续发力。从长远来看英伟达的市场份额和技术优势是无法被轻易替代的。考虑到AI芯片的需求,未来几个月继续拉升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400603290382952","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400603261460528,"gmtCreate":1738828438938,"gmtModify":1738828440703,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 半导体行业的整体趋势仍然向好。5G技术和智能设备的持续增长,依然是高通长期向上的动力。这波调整后是个不错的进场时机","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 半导体行业的整体趋势仍然向好。5G技术和智能设备的持续增长,依然是高通长期向上的动力。这波调整后是个不错的进场时机","text":"$高通(QCOM)$ 半导体行业的整体趋势仍然向好。5G技术和智能设备的持续增长,依然是高通长期向上的动力。这波调整后是个不错的进场时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400603261460528","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400602169786984,"gmtCreate":1738828311219,"gmtModify":1738828312929,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 云计算行业在全球的需求还是在高速增长,谷歌在这方面的技术壁垒很难被撼动。虽然不及预期,但整体来看,它未来仍有很大增速潜力。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 云计算行业在全球的需求还是在高速增长,谷歌在这方面的技术壁垒很难被撼动。虽然不及预期,但整体来看,它未来仍有很大增速潜力。","text":"$谷歌(GOOG)$ 云计算行业在全球的需求还是在高速增长,谷歌在这方面的技术壁垒很难被撼动。虽然不及预期,但整体来看,它未来仍有很大增速潜力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400602169786984","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400346998579248,"gmtCreate":1738765874758,"gmtModify":1738765876903,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2504(GCmain)$</a> 现在这世道在全球政经不确定性上升、央行购金常态化的背景下,黄金作为资产配置压舱石的作用增强,逢低分批布局就完事","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2504(GCmain)$</a> 现在这世道在全球政经不确定性上升、央行购金常态化的背景下,黄金作为资产配置压舱石的作用增强,逢低分批布局就完事","text":"$黄金主连 2504(GCmain)$ 现在这世道在全球政经不确定性上升、央行购金常态化的背景下,黄金作为资产配置压舱石的作用增强,逢低分批布局就完事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400346998579248","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400255824478256,"gmtCreate":1738743615457,"gmtModify":1738743617694,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" 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古茗在三四线城市的加密策略形成区域垄断效应,单店日均销量稳定在500杯以上,12元均价带的成本控制能力碾压同行。供应链的鲜果直采体系覆盖全国80%产区,损耗率比行业均值低5个百分点,利润空间极具韧性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400254513975912","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400253654340200,"gmtCreate":1738743224440,"gmtModify":1738743226517,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> Amd现在是消费电子复苏叠加大的换机周期,CPU+GPU双料龙头的组合拳有望复制移动互联网时代的增长曲线","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 谷歌不止搜索,他有最大的开源开发系统Android和AI开发工具TensorFlow,谷歌广告只占他总业务20%多,如果能更加聚焦主业就好了","text":"$谷歌(GOOG)$ 谷歌不止搜索,他有最大的开源开发系统Android和AI开发工具TensorFlow,谷歌广告只占他总业务20%多,如果能更加聚焦主业就好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399814890660456","isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399814884925488,"gmtCreate":1738635964198,"gmtModify":1738635966294,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 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href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 金山云是政府的指定服务商啊。稳定性堪比公务员薪资,经济越差,政府IT预算反而可能增加。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 金山云是政府的指定服务商啊。稳定性堪比公务员薪资,经济越差,政府IT预算反而可能增加。","text":"$金山云(03896)$ 金山云是政府的指定服务商啊。稳定性堪比公务员薪资,经济越差,政府IT预算反而可能增加。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399814386683952","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399547468866152,"gmtCreate":1738570815877,"gmtModify":1738570817922,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Palantir过去只服务五角大楼,现在为了赚钱连奶茶店都接,用反恐算法优化库存,拿导弹追踪技术管物流。但军转民性价比存疑。建议观察观察","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Palantir过去只服务五角大楼,现在为了赚钱连奶茶店都接,用反恐算法优化库存,拿导弹追踪技术管物流。但军转民性价比存疑。建议观察观察","text":"$Palantir Technologies Inc.(PLTR)$ 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接下来小米好日子才开始,去美国建厂正式进军美国市场也不是幻想了,但是哈哈他们在台上这是永远不可能的,甚至全世界只有川川才是那个什么都可以谈的角色","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/368198636535840","isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3464914845348106","authorIdStr":"3464914845348106"},"content":"我觉得可以先去火星开厂,等马斯克移民就可以有第一批手机用户和汽车用户","text":"我觉得可以先去火星开厂,等马斯克移民就可以有第一批手机用户和汽车用户","html":"我觉得可以先去火星开厂,等马斯克移民就可以有第一批手机用户和汽车用户"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400602169786984,"gmtCreate":1738828311219,"gmtModify":1738828312929,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米手机全球前三,智能家居卖到爆,造车虽然烧钱但雷军啥时候输过?这价格对比其他科技股简直良心!现金流稳如老狗,海外市场还在疯狂扩张,印度、欧洲销量蹭蹭涨!","text":"$小米集团-W(01810)$ 小米手机全球前三,智能家居卖到爆,造车虽然烧钱但雷军啥时候输过?这价格对比其他科技股简直良心!现金流稳如老狗,海外市场还在疯狂扩张,印度、欧洲销量蹭蹭涨!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397379897582184","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389585720168488,"gmtCreate":1736142766838,"gmtModify":1736142841812,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 看好大饼牛市就可以顺路看好MSTR,比特币的行情短期震荡非常凶残。MSTR属于BTC 信仰加强版,涨跌都被放大。能承受暴涨暴跌的刺激可以考虑分批进场","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 看好大饼牛市就可以顺路看好MSTR,比特币的行情短期震荡非常凶残。MSTR属于BTC 信仰加强版,涨跌都被放大。能承受暴涨暴跌的刺激可以考虑分批进场","text":"$MicroStrategy(MSTR)$ 看好大饼牛市就可以顺路看好MSTR,比特币的行情短期震荡非常凶残。MSTR属于BTC 信仰加强版,涨跌都被放大。能承受暴涨暴跌的刺激可以考虑分批进场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389585720168488","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371276951568400,"gmtCreate":1731662786172,"gmtModify":1731662787726,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里双11增量已经超过拼多多了,今年以来增量一直超过pdd,复苏有望啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里双11增量已经超过拼多多了,今年以来增量一直超过pdd,复苏有望啊","text":"$阿里巴巴(BABA)$ 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href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 教育板块的政策逐步放松,未来还有不少空间。中概股的反弹也有很大的政策支持,如果政策继续宽松,特别是在教育和科技领域,涨势完全有可能持续。","text":"$好未来(TAL)$ $新东方(EDU)$ 教育板块的政策逐步放松,未来还有不少空间。中概股的反弹也有很大的政策支持,如果政策继续宽松,特别是在教育和科技领域,涨势完全有可能持续。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/395929346699880","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370218518265888,"gmtCreate":1731403560359,"gmtModify":1731403562096,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v> 今晚财报,你赌大还是赌小。股价上下10%。我赌能涨,这玩意短线猛的很","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v> 今晚财报,你赌大还是赌小。股价上下10%。我赌能涨,这玩意短线猛的很","text":"$Palantir Technologies Inc.(PLTR)$ 今晚财报,你赌大还是赌小。股价上下10%。我赌能涨,这玩意短线猛的很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/367422221988072","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"鱼头up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3526515817080864","authorIdStr":"3526515817080864"},"content":"感觉至少药一根大阳线才能见顶","text":"感觉至少药一根大阳线才能见顶","html":"感觉至少药一根大阳线才能见顶"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393143713759792,"gmtCreate":1737004361698,"gmtModify":1737004363674,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a 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长线看好它的技术优势,对于真正能改变人类历史进程的票不能只是短炒,这波拉升大概率会有个技术性回踩,可以继续加仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/393143713759792","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552872046797513","authorId":"3552872046797513","name":"一剑飘扬","avatar":"https://static.tigerbbs.com/79564e6caa8e48fe1f221bf6621a5af6","crmLevel":5,"crmLevelSwitch":1,"idStr":"3552872046797513","authorIdStr":"3552872046797513"},"content":"特斯拉涨跌大开大合,感觉即使已经到了万亿市值,特斯拉依然是个充满战斗力的创业公司。","text":"特斯拉涨跌大开大合,感觉即使已经到了万亿市值,特斯拉依然是个充满战斗力的创业公司。","html":"特斯拉涨跌大开大合,感觉即使已经到了万亿市值,特斯拉依然是个充满战斗力的创业公司。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389939223261224,"gmtCreate":1736229071304,"gmtModify":1736229073303,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> <v-v data-views=\"1\"></v-v> 虽然看好SpaceX,但DXYZ的市值涨到了3亿刀是不是过分了。查了下它今年6月份自己发的报告,它的全部持仓的fair value加起来也就5600多万。2000w的SpaceX*5倍也才1亿。","text":"$Destiny Tech100 Inc(DXYZ)$ 虽然看好SpaceX,但DXYZ的市值涨到了3亿刀是不是过分了。查了下它今年6月份自己发的报告,它的全部持仓的fair value加起来也就5600多万。2000w的SpaceX*5倍也才1亿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372338320134152","isVote":1,"tweetType":1,"viewCount":3316,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548135347223407","authorId":"3548135347223407","name":"炒股小学徒","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3548135347223407","authorIdStr":"3548135347223407"},"content":"如果投资的Space X是天使轮,一旦上市,岂止是五倍,五十倍都正常,孙正义投资阿里,2000倍盈利","text":"如果投资的Space X是天使轮,一旦上市,岂止是五倍,五十倍都正常,孙正义投资阿里,2000倍盈利","html":"如果投资的Space 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target=\"_blank\" href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 金山云是政府的指定服务商啊。稳定性堪比公务员薪资,经济越差,政府IT预算反而可能增加。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03896\">$金山云(03896)$</a> 金山云是政府的指定服务商啊。稳定性堪比公务员薪资,经济越差,政府IT预算反而可能增加。","text":"$金山云(03896)$ 金山云是政府的指定服务商啊。稳定性堪比公务员薪资,经济越差,政府IT预算反而可能增加。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399814386683952","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399546969002600,"gmtCreate":1738570693840,"gmtModify":1738570695915,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Palantir过去只服务五角大楼,现在为了赚钱连奶茶店都接,用反恐算法优化库存,拿导弹追踪技术管物流。但军转民性价比存疑。建议观察观察","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Palantir过去只服务五角大楼,现在为了赚钱连奶茶店都接,用反恐算法优化库存,拿导弹追踪技术管物流。但军转民性价比存疑。建议观察观察","text":"$Palantir Technologies Inc.(PLTR)$ Palantir过去只服务五角大楼,现在为了赚钱连奶茶店都接,用反恐算法优化库存,拿导弹追踪技术管物流。但军转民性价比存疑。建议观察观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399546969002600","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"用过就知道其他竞品用户界面有多糟糕多难用。","text":"用过就知道其他竞品用户界面有多糟糕多难用。","html":"用过就知道其他竞品用户界面有多糟糕多难用。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}