辛达吉73的个人主页 - 老虎社区

辛达吉73

辛达吉73

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2025-11-06

ai目前在自动驾驶还能用，其他场景缺乏杀手应用，关键是盈利模式不清晰。估计要等机器人价格被打下来，ai才能大放异彩，只有靠国内能把价格打下来。类似于互联网是美帝发明的，真正发挥威力就是在国内，但是时间较长，类似于互联网基本2010年开始发力。

2025-11-06

泡沫不大，市盈率不太高，AI七雄基本面好，利润实打实的。失业率是AI取代造成的阵痛

2025-10-31

$奈飞(NFLX)$ 一拆10，下月开拆，meta也不远了。接下来看好 $Meta Platforms, Inc.(META)$ 和 $特斯拉(TSLA)$

2025-08-05

物是人非呀，一年前UNH的市值几乎是 $Palantir Technologies Inc.(PLTR)$ 的10倍，现在反过来了，PLTR是两个UNH。只能说跌的票，它是有潜力一直跌的？ $联合健康(UNH)$

2025-08-01

云不如微软靓丽，亚麻AWS过去12个月收入116bn，增速17%，Azure 大概76bn，增速40%，被微软完爆了，照这个速度微软超越也就是1-2年的时间 $微软(MSFT)$ 跌就跌吧，亚马逊新高也是迟早的事 $亚马逊(AMZN)$

2025-07-16

黄仁勋在中国人缘可真好，只能说人缘也是生产力的一部分！大家觉得最有利于小米销售的形象，是哪一个？ $小米集团-W(01810)$

2025-06-12

接下来的港股新股机会，今年真是黄金的圣杯，金六福保荐人是中金和中信建投，三花保荐人中金，华泰，确定性很不错。目前的节奏，每周一两个新股问题，每周都有新赌场，刺激 $三花智控(002050)$

2025-05-05

又在自说自话，很大可能是在安抚市场，可惜三天一变，5月应该也是震荡 $标普500(.SPX)$

2025-04-18

他大概会用某个“傀儡”来替换鲍威尔，比如Lutnick这种人，然后你会看到美联储立刻开始紧急降息，接下来12个月还会持续降息。短期来看这可能感觉不错，但再过12个月，通胀可能就飙到20%。美元也会变得和用过的厕纸一样没用，然后中国照样不接他电话

2025-04-16

卷不过美团，但刘强东伙食费一天只要20元！

感觉京东玩不过美团，京东外卖现在每天500万个订单，也才只是美团的十分之一，属于跑到红海里厮杀。但是美团搞这个即时零售，据说日成交就有1800万单，而且号称30分钟送货上门，京东的物流配送护城河就没那么稳了。 $京东集团-SW(09618)$ 不过刘强东也有自己的路数，要求京东外卖利润率不许高于5%，打脸美团的高佣金，而且人很勤俭呀，每天吃饭只要20元。相信东哥，但我还是看好美团 $美团-W(03690)$

卷不过美团，但刘强东伙食费一天只要20元！

2025-03-27

一顿操作猛如虎，操作全看特朗普[笑哭]

2025-03-17

$蜜雪集团(02097)$ 完全不给上车机会

2025-03-14

陈立武，和博通CEO一样，都是马来西亚出生的华人，现在英伟达、博通、英特尔、AMD美国四大芯片巨头CEO都是华人，搞芯片还是得看华人呀[可爱]英特尔行不行，一年后就知道了，至少现在不会坏到哪里去了吧 $英特尔(INTC)$ 。现在还可以跑一跑和台积电合资运营的预期

2025-03-04

巴菲特最新发布评论，表示加征惩罚性关税，可能引发通货膨胀并损害消费者利益。巴菲特还表示，随着时间的推移，关税就变成了商品税。意思意思就得了，还真加

2025-02-27

特斯拉最近不配上桌吃饭，幸好马斯克还能

特朗普首个内阁会，也是借玩笑公开表达了对马斯克的支持，情商还挺高，马斯克这段时间惹了不少人，幸好和“老大”的关系还没破裂[呆住] 快救救特斯拉股价吧

特斯拉最近不配上桌吃饭，幸好马斯克还能

2025-02-26

买mag 7的人应该挺多的，这下子跌惨了特斯拉有止跌迹象嘛，再等等？ $特斯拉(TSLA)$

2025-02-06

2025年迄今表现最好的15家公司，佩洛西精选和国会山精选都在前列， $Tempus AI(TEM)$ 真的天天涨，佩洛西买的也不多，不知道是不是因为盘子小拉的快。今年的“第二个 $AppLovin Corporation(APP)$ ”又会是谁？[微笑]

2025-01-16

感觉不会被ban，也不知道会怎么谈[冷漠]

2025-01-09

特斯拉370,380支撑，破了就有可能直接去350了 $特斯拉(TSLA)$ [冷漠]

2025-01-07

英伟达盘前起飞，新高！黄老板说人形机器人的时代即将到来 $英伟达(NVDA)$ ，小红书上好多说要清仓的？[暗中观察]

去老虎APP查看更多动态

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$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/76b1e21d9ba233f2b0ea213c9d051b6f","width":"1280","height":"1205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/457230096408936","isVote":1,"tweetType":1,"viewCount":4641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667710805040","idStr":"3527667710805040"},"content":"个人看好第二张锅盖头，看起来比较老实，方便砍价，让小米实现薄利多销的战略","text":"个人看好第二张锅盖头，看起来比较老实，方便砍价，让小米实现薄利多销的战略","html":"个人看好第二张锅盖头，看起来比较老实，方便砍价，让小米实现薄利多销的战略"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":445307423855008,"gmtCreate":1749720179566,"gmtModify":1749776171088,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667710805040","idStr":"3527667710805040"},"themes":[],"htmlText":"接下来的港股新股机会，今年真是黄金的圣杯，金六福保荐人是中金和中信建投，三花保荐人中金，华泰，确定性很不错。目前的节奏，每周一两个新股问题，每周都有新赌场，刺激 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