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短线机遇
09-27
$京东(JD)$
$京东集团-SW(09618)$
真涨起来,跟直升飞机一样。有点像14年大妈跑步进场买券商一样。
短线机遇
09-24
$Meta Platforms(META)$
拥有一只美股真是一件很幸福的事,虽然不如拥有英伟达的各位,但我第一重仓meta,也很感恩了
短线机遇
09-24
$微软(MSFT)$
如果微软能够保持投资强度和专注力,可能全世界一半的AI产业将被其笼罩
短线机遇
09-20
$微软(MSFT)$
在超大型科技公司中,微软是比较喜欢分红的那一个,股票回购和现金分红几乎一半对一半了。2006年以来,微软实现净利润总额41416.16亿,现金分红13451.23亿。而像谷歌和Facebook,基本上全部是回购,苹果的回购金额也远大于分红金额。微软,市值3.26万亿美元(约22.98万亿人民币),市盈率高达37.18倍,股息率只有0.67%。这个估值不可谓不高。之所以这么高估值,回购起了很大作用,回购,可以将公司股价越买越高,是正儿八经做多自己。刚刚微软又宣布了600亿美元(4232亿人民币)回购计划,并将季度股息率提高10%。
短线机遇
09-20
$20+年以上美国国债ETF-iShares(TLT)$
昨天美联储指引里把中性利率提高了 0.1 这对于 tlt 并不友好
短线机遇
09-19
$英伟达(NVDA)$
英伟达处在时代的台风口!英伟达处在时代的台风口!但斌价值投资体系也在进化🧬,从对茅台的理解,到对英伟达的理解,与时代同频共振,走在时代的主线上,不墨守陈规,人家赚大钱也是认知变现,值得敬佩!
短线机遇
09-18
$20+年以上美国国债ETF-iShares(TLT)$
tlt开始回归首次降息25BP的定价
短线机遇
09-18
$理想汽车(LI)$
增程是落后、是放屁已经没人说了,市场变得家家用增程。人民群众用真金白银打破了市场诋毁。欲戴皇冠必承其重,理想汽车做到了也得到了!市场上更多人说:增程即将是红海,理想要不行了!请问:这十年理想有没有变傻?他优异的战略选择,市场洞察能力,长期的资源积累难道被谁自费武功掉了?一个的尖子生,不犯错误会一直成绩好的。如果刚好是大市场好年月的话,那利润会大大多起来的!
短线机遇
09-13
$博通(AVGO)$
刚出的24财年3季报,季度收入130亿美元增长47%(去除Vmware并购效应,同比增长4%)季度FCF48亿,按照24年全年200亿FCF计算,目前6400亿的市值对应30多倍FCF估值,估值水平对应内生增速有些偏高。
短线机遇
09-13
$小米集团-W(01810)$
小米的健康程度也是车企中一流的,整体来看小米Q2汽车业务数据看起来还是很优秀的
短线机遇
09-12
$超微电脑(SMCI)$
为什么反弹起来这么弱,有点错过反弹行情的感觉。再这样下去动摇持股信心了
短线机遇
09-10
$Coinbase Global, Inc.(COIN)$
当初这笔单独拿出来的钱,是打算抄底,奈何价格一直没有到我想出手的位置,因此一直未动,好处是偶尔有撸羊毛的机会,因此缓慢增长。原来想着今年底可能到700万刀(约5000万RMB)现在看起来,估计会有一个小缺口,事事哪能如愿呢?没机会那就继续等待吧
短线机遇
09-09
$台积电(TSM)$
无论英特尔还是AMD,都很优秀,只是台积电更优秀而已
短线机遇
05-09
$超微电脑(SMCI)$
超威这个股的优势是什么呢?感觉没有技术门槛,就像是一个组装厂?不知道长期持有的人看中了什么?
短线机遇
05-07
$美团-W(03690)$
港股通持股比例越来越低,但是近半个月资金都是净流入的。大陆散户都在持续卖出,外资却不断看好美团并持续买入,只能说韭菜就是韭菜,等到美团三四百了再想抢筹码就有点费劲了。
短线机遇
04-26
$苹果(AAPL)$
最近,随着市场的波动,苹果的换手率增高,高换手率也可能意味着更大的价格波动和更大的投资风险。
短线机遇
04-18
$超微电脑(SMCI)$
感觉总是涨到一个峰值就下跌一波,看谁跑得快,短线走一波,低点再回来建仓。
短线机遇
04-15
$微软(MSFT)$
应该买微软的,微软稳如老狗,每次都必然跑赢大盘,无论涨跌必赢,虽然涨的慢。特斯拉真的无语,快吧我的利润亏没了。。特斯拉短期就做波段吧。
短线机遇
04-13
$哔哩哔哩(BILI)$
从建仓到现在已经盈利35%了!个人认为B站在现在这个位置翻三倍简简单单吧,QQ音乐都上千亿市值了,感觉B站潜力比qq音乐高多了吧,持续看好B站的变现能力,继续持有坐等花开。
短线机遇
04-10
$小鹏汽车(XPEV)$
前段时间加仓的小鹏汽车先出了,赚点差价,长期的战斗少不了反复的差价,对于股性活跃的这种个股,特别是容易急涨急跌,短线操作赚点差价还是不错的。
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港股通持股比例越来越低,但是近半个月资金都是净流入的。大陆散户都在持续卖出,外资却不断看好美团并持续买入,只能说韭菜就是韭菜,等到美团三四百了再想抢筹码就有点费劲了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303257637257368","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299353910628360,"gmtCreate":1714119081984,"gmtModify":1714289953838,"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274801441208","authorIdStr":"3479274801441208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 最近,随着市场的波动,苹果的换手率增高,高换手率也可能意味着更大的价格波动和更大的投资风险。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 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英伟达处在时代的台风口!英伟达处在时代的台风口!但斌价值投资体系也在进化🧬,从对茅台的理解,到对英伟达的理解,与时代同频共振,走在时代的主线上,不墨守陈规,人家赚大钱也是认知变现,值得敬佩!","images":[{"img":"https://static.tigerbbs.com/c90727e73a6c2e185fd9ec45c4aec7f5","width":"441","height":"279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351034851491992","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350802509246488,"gmtCreate":1726665812617,"gmtModify":1726665814416,"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274801441208","idStr":"3479274801441208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> tlt开始回归首次降息25BP的定价","listText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> tlt开始回归首次降息25BP的定价","text":"$20+年以上美国国债ETF-iShares(TLT)$ tlt开始回归首次降息25BP的定价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350802509246488","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348999154819096,"gmtCreate":1726225540540,"gmtModify":1726225542679,"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274801441208","idStr":"3479274801441208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 刚出的24财年3季报,季度收入130亿美元增长47%(去除Vmware并购效应,同比增长4%)季度FCF48亿,按照24年全年200亿FCF计算,目前6400亿的市值对应30多倍FCF估值,估值水平对应内生增速有些偏高。","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 刚出的24财年3季报,季度收入130亿美元增长47%(去除Vmware并购效应,同比增长4%)季度FCF48亿,按照24年全年200亿FCF计算,目前6400亿的市值对应30多倍FCF估值,估值水平对应内生增速有些偏高。","text":"$博通(AVGO)$ 刚出的24财年3季报,季度收入130亿美元增长47%(去除Vmware并购效应,同比增长4%)季度FCF48亿,按照24年全年200亿FCF计算,目前6400亿的市值对应30多倍FCF估值,估值水平对应内生增速有些偏高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348999154819096","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348996043030680,"gmtCreate":1726224877828,"gmtModify":1726224881719,"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274801441208","idStr":"3479274801441208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v> 小米的健康程度也是车企中一流的,整体来看小米Q2汽车业务数据看起来还是很优秀的","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v> 小米的健康程度也是车企中一流的,整体来看小米Q2汽车业务数据看起来还是很优秀的","text":"$小米集团-W(01810)$ 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港股通持股比例越来越低,但是近半个月资金都是净流入的。大陆散户都在持续卖出,外资却不断看好美团并持续买入,只能说韭菜就是韭菜,等到美团三四百了再想抢筹码就有点费劲了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303257637257368","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299353910628360,"gmtCreate":1714119081984,"gmtModify":1714289953838,"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274801441208","idStr":"3479274801441208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 最近,随着市场的波动,苹果的换手率增高,高换手率也可能意味着更大的价格波动和更大的投资风险。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 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