Yelena_007的个人主页 - 老虎社区

Yelena_007

Yelena_007

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IP属地：北京

151关注

50粉丝

12主题

0勋章

05-08

$微软(MSFT)$ 真的好拉胯… N条提醒52周最高唯独MS还在📉

05-08

$Rocket Lab USA, Inc.(RKLB)$ 捡漏捡到了宝～满意走人[梭哈]

05-08

$赤峰黄金(06693)$ 赤峰值得反复拥有

05-07

$谷歌(GOOG)$ 悔不当初为啥重仓了MS 只买了20股谷歌… [捂脸] [捂脸] [捂脸]

05-07

美股存储追不上了来点韩国的etf娱乐一下🎢

05-06

单独押一只确实博弈成本太高了尤其是重仓微软轻仓谷歌之后，感觉自己把握机会的能力还是有待提升。不如ETF压舱更稳妥

@孟浩:英伟达不是唯一答案，这五只ETF才是真正吃肉的机会

04-30

$谷歌(GOOG)$ 四月最好的惊喜～

04-27

有微软和谷歌，拿的时间差不多长。更看好谷歌。马斯克都说西方AI看谷歌[笑哭]

04-20

$建设银行(00939)$ 拿的最久的🏦 可惜只剩1👋了～纪念下这个吉利的价格和收益率！给自己加油打气🌍

04-20

$Rocket Lab USA, Inc.(RKLB)$ 真给力！

04-17

$Rocket Lab USA, Inc.(RKLB)$ 继续✈️

04-15

套利玩家[笑哭] 意思是不赚钱就不走的意思吗

04-15

Replying to @sophieria:哈哈哈我也是//@sophieria:笑死，我连什么是套利都不知道，太不准确了啦。

04-15

$谷歌(GOOG)$ 我应该重仓GOOG就更稳了

04-15

$微软(MSFT)$ 真不容易！快回本了[捂脸]

04-09

$微软(MSFT)$ 所以MS 下一步怎么走呢第一次重仓它没想到就这样[捂脸]

04-01

$Carvana Co.(CVNA)$ 美股回血过程中最惊喜的竟然是🚗 不知道拆股之后会如何走，继续📈吗

03-31

$中信建投证券(06066)$ 真垃圾[生气] 立贴为证，再不入此烂货

03-27

$微软(MSFT)$ [流泪] [流泪] [流泪] 挂在了高岗上…

03-18

这篇文章不错，转发给大家看看

@Alter聊科技:企业想要打造一支“龙虾军团”，必须跨过四道“生死坎”

去老虎APP查看更多动态

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满意走人[梭哈]&nbsp;&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$ 捡漏捡到了宝～ 满意走人[梭哈]","images":[{"img":"https://static.tigerbbs.com/dbb12e9a68148943903cb99ef78b6d89","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562036504003608","isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561941592724864,"gmtCreate":1778224480817,"gmtModify":1778224483801,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 赤峰值得反复拥有","listText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 赤峰值得反复拥有","text":"$赤峰黄金(06693)$ 赤峰值得反复拥有","images":[{"img":"https://static.tigerbbs.com/724cf3670896d310f971644e8e753a68","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561941592724864","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561537668441712,"gmtCreate":1778125881828,"gmtModify":1778125884569,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 悔不当初为啥重仓了MS 只买了20股谷歌…&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 悔不当初为啥重仓了MS 只买了20股谷歌…&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"$谷歌(GOOG)$ 悔不当初为啥重仓了MS 只买了20股谷歌… [捂脸] [捂脸] [捂脸]","images":[{"img":"https://static.tigerbbs.com/9be98ca498ee0f591f730598aa3cba64","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561537668441712","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561513891633024,"gmtCreate":1778120129004,"gmtModify":1778120625235,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"美股存储追不上了 来点韩国的etf娱乐一下🎢","listText":"美股存储追不上了 来点韩国的etf娱乐一下🎢","text":"美股存储追不上了 来点韩国的etf娱乐一下🎢","images":[{"img":"https://static.tigerbbs.com/a829080efcb089255a02533795be5056","width":"1179","height":"2349"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561513891633024","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561018821116440,"gmtCreate":1777999278218,"gmtModify":1777999280736,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"单独押一只确实博弈成本太高了 尤其是重仓微软轻仓谷歌之后，感觉自己把握机会的能力还是有待提升。不如ETF压舱更稳妥","listText":"单独押一只确实博弈成本太高了 尤其是重仓微软轻仓谷歌之后，感觉自己把握机会的能力还是有待提升。不如ETF压舱更稳妥","text":"单独押一只确实博弈成本太高了 尤其是重仓微软轻仓谷歌之后，感觉自己把握机会的能力还是有待提升。不如ETF压舱更稳妥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561018821116440","repostId":"487397629579416","repostType":1,"repost":{"id":487397629579416,"gmtCreate":1760003835073,"gmtModify":1760004137672,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"英伟达不是唯一答案，这五只ETF才是真正吃肉的机会","htmlText":"这两年大家聊AI，很多人盯着的是模型升级、应用创新，比如OpenAI出新版本了，哪家公司又说要All In AI了。这些当然都重要，但我最近越来越觉得，真正的大钱，其实已经往“底层”去了。什么意思？先看一组数据。高盛最新预测，到2027年，美国几大科技巨头要砸出1.4万亿美元搞AI基建，是2022–2024年总投入的将近三倍。什么是AI基建？简单说，就是建“AI工厂”：得有芯片、有内存、有数据中心、有服务器、有网络设备、有电力冷却系统……没有这些，再强的模型也跑不起来。微软、亚马逊、谷歌、Meta、Oracle 这些大厂的钱已经砸下去了。微软3年准备花3760亿美金，谷歌也要砸3040亿。Meta也不甘落后，准备整出2790亿。看到这你肯定想问：这些大公司在砸钱，跟我有什么关系？其实关系大了去了。因为这波大资金最终流向的是芯片、设备、云平台、电力系统这些领域里的上市公司，比如 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 、 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 、 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 这些。你只要买对方向，是可以分享这波产业升级红利的。AI Pyramid但问题是，挑个股太难了。一不小心就会选错、买高、踩雷。而且芯片股本身波动大，今天涨10%，明天就可能回","listText":"这两年大家聊AI，很多人盯着的是模型升级、应用创新，比如OpenAI出新版本了，哪家公司又说要All In AI了。这些当然都重要，但我最近越来越觉得，真正的大钱，其实已经往“底层”去了。什么意思？先看一组数据。高盛最新预测，到2027年，美国几大科技巨头要砸出1.4万亿美元搞AI基建，是2022–2024年总投入的将近三倍。什么是AI基建？简单说，就是建“AI工厂”：得有芯片、有内存、有数据中心、有服务器、有网络设备、有电力冷却系统……没有这些，再强的模型也跑不起来。微软、亚马逊、谷歌、Meta、Oracle 这些大厂的钱已经砸下去了。微软3年准备花3760亿美金，谷歌也要砸3040亿。Meta也不甘落后，准备整出2790亿。看到这你肯定想问：这些大公司在砸钱，跟我有什么关系？其实关系大了去了。因为这波大资金最终流向的是芯片、设备、云平台、电力系统这些领域里的上市公司，比如 <a 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挂在了高岗上…","images":[{"img":"https://static.tigerbbs.com/d1689b100af3f3362d8d3ff980652cdf","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":2,"link":"https://laohu8.com/post/547034779260432","isVote":1,"tweetType":1,"viewCount":8516,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552085294491427","authorId":"3552085294491427","name":"善战不败","avatar":"https://static.tigerbbs.com/0621e990385fd5a3537305d40f9123f4","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3552085294491427","idStr":"3552085294491427"},"content":"你不会做空嘛？","text":"你不会做空嘛？","html":"你不会做空嘛？"},{"author":{"id":"3560988967683500","authorId":"3560988967683500","name":"发财妞","avatar":"https://static.tigerbbs.com/3b117107cbc2dc8648fac2af77472c89","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3560988967683500","idStr":"3560988967683500"},"content":"这跌和打仗有关系吗","text":"这跌和打仗有关系吗","html":"这跌和打仗有关系吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":800143018,"gmtCreate":1627287986134,"gmtModify":1627287986134,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542253909821281","idStr":"3542253909821281"},"themes":[],"title":"","htmlText":"集齐3⃣️傻😭<a 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这几年不再碰了…","images":[{"img":"https://static.tigerbbs.com/c4b64384c3e8e5341a18cb6ada56588c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/372945334816856","isVote":1,"tweetType":1,"viewCount":4516,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578828804285184","authorId":"3578828804285184","name":"小宏仁","avatar":"https://static.tigerbbs.com/6c6baa2660a73dd53c5454e291729cbe","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3578828804285184","idStr":"3578828804285184"},"content":"我亏了45个点了10月至今，躺平吧","text":"我亏了45个点了10月至今，躺平吧","html":"我亏了45个点了10月至今，躺平吧"},{"author":{"id":"4098233506355600","authorId":"4098233506355600","name":"十四月阙","avatar":"https://static.tigerbbs.com/00cd1460deec808dfaa014150ebf538e","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4098233506355600","idStr":"4098233506355600"},"content":"几年不至于哦，我觉得是有增长前景的，毕竟业绩增长还不错","text":"几年不至于哦，我觉得是有增长前景的，毕竟业绩增长还不错","html":"几年不至于哦，我觉得是有增长前景的，毕竟业绩增长还不错"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":659452802,"gmtCreate":1680221840106,"gmtModify":1680221842714,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542253909821281","idStr":"3542253909821281"},"themes":[],"title":"","htmlText":"史上竞猜成绩最好的月份🈷️ 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