BillZhou的个人主页 - 老虎社区

BillZhou

BillZhou

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IP属地：北京

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4主题

0勋章

05-01

甲骨文还能拿吗，为啥不涨

05-01

甲骨文

甲骨文还能拿吗

04-28

$甲骨文(ORCL)$ 跌这么多

04-24

$2倍做多ORCL ETF-Defiance(ORCX)$

04-16

哎

04-08

$KST.HK 20270330 65.00 CALL$ 看不懂为啥还亏损，成本价低于当前价格，还亏损着，为啥呀

04-07

这篇文章不错，转发给大家看看

@启程巴芒阁:启程实盘周记20260403:茅台提价｜腾讯回购｜段永平可能已经开始买入泡泡玛特

04-07

段永平持仓

@逍遥投资笔记:段永平2025Q4持仓明细-新建仓3只AI股票

03-25

$BABA 20270319 140.0 CALL$

03-20

$2倍做多OKLO ETF-Defiance(OKLL)$

03-19

$老虎证券(TIGR)$ 业绩好还跌📉呀

03-19

$两倍做多彭博天然气ETF-ProShares(BOIL)$

03-19

$两倍做多彭博天然气ETF-ProShares(BOIL)$

03-19

$两倍做多彭博天然气ETF-ProShares(BOIL)$

03-18

$腾讯音乐(TME)$

03-10

$南方两倍做多恒科(07226)$

03-09

$2倍做多MSTR ETF-Defiance(MSTX)$

03-04

$2倍做多CRWV ETF-Leverage Shares(CRWG)$

03-02

$两倍做多彭博天然气ETF-ProShares(BOIL)$

03-02

$两倍做多彭博天然气ETF-ProShares(BOIL)$

去老虎APP查看更多动态

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为啥不涨","listText":"甲骨文还能拿吗， 为啥不涨","text":"甲骨文还能拿吗， 为啥不涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559501425918904","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559500951652224,"gmtCreate":1777628688579,"gmtModify":1777628691888,"author":{"id":"3549358877592138","authorId":"3549358877592138","name":"BillZhou","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549358877592138","authorIdStr":"3549358877592138"},"themes":[],"title":"甲骨文","htmlText":"甲骨文还能拿吗","listText":"甲骨文还能拿吗","text":"甲骨文还能拿吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/559500951652224","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558435101578168,"gmtCreate":1777368394231,"gmtModify":1777368396167,"author":{"id":"3549358877592138","authorId":"3549358877592138","name":"BillZhou","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549358877592138","authorIdStr":"3549358877592138"},"themes":[],"title":"","htmlText":"<a 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ETF-Defiance(ORCX)$</a>&nbsp;","text":"$2倍做多ORCL ETF-Defiance(ORCX)$","images":[{"img":"https://static.tigerbbs.com/62dbf1b274ce94ed067db770d5fd35f6","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557097561536592","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":554091012520160,"gmtCreate":1776310766645,"gmtModify":1776312089109,"author":{"id":"3549358877592138","authorId":"3549358877592138","name":"BillZhou","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549358877592138","authorIdStr":"3549358877592138"},"themes":[],"title":"","htmlText":"哎","listText":"哎","text":"哎","images":[{"img":"https://static.tigerbbs.com/ebb83bedfa8d2a9eea68c36bcdeb2d6a","width":"1074","height":"1584"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554091012520160","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551345299485928,"gmtCreate":1775627624418,"gmtModify":1775627626992,"author":{"id":"3549358877592138","authorId":"3549358877592138","name":"BillZhou","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549358877592138","authorIdStr":"3549358877592138"},"themes":[],"title":"","htmlText":"<a 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成本价低于当前价格，还亏损着，为啥呀","images":[{"img":"https://static.tigerbbs.com/c01965fd8f580845ff189322d68c8510","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551345299485928","isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551120769782512,"gmtCreate":1775572801118,"gmtModify":1775572803438,"author":{"id":"3549358877592138","authorId":"3549358877592138","name":"BillZhou","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549358877592138","authorIdStr":"3549358877592138"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551120769782512","repostId":"550672178594872","repostType":1,"repost":{"id":550672178594872,"gmtCreate":1775463286790,"gmtModify":1775463935375,"author":{"id":"3493935227624916","authorId":"3493935227624916","name":"启程巴芒阁","avatar":"https://static.tigerbbs.com/fc5ff2f0ae271b3ffe78eb9193f8ffd1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493935227624916","authorIdStr":"3493935227624916"},"themes":[],"title":"启程实盘周记20260403:茅台提价｜腾讯回购｜段永平可能已经开始买入泡泡玛特","htmlText":"阁楼的朋友们，周末好！ 01 本周交易 无。 02 目前持仓 目前十大持仓：腾讯37.11%，贵州茅台33.36%，谷歌12.89%，苹果6.93%，泡泡玛特4.92%，五粮液3.43%，伯克希尔2.83%。目前九大持仓占比88%(其中科技股占比56.93%，白酒股占比36.79%；A股占比36.79%，港股占比42.03%，美股占比22.65%)，还有12%观察仓和现金。 目前持仓 图片 上期数据 图片 03 收益对比 H00300全收益指数本周收益约-1.34%，本周启程实盘收益+1.14%。 2025年年内，H00300全收益指数收益为-3.90%，启程实盘年内收益为-7.25%。 图片 ★ 强烈申明 ★ 本文为“启程巴芒阁”巴哥个人投资记录，文中任何操作或看法，均可能充满“启程巴芒阁”巴哥个人的偏见和错误。 文中提及的任何个股或基金，都有腰斩的风险。 请坚持独立思考，万万不可依赖“启程巴芒阁”巴哥的判断或行为作出买卖决策。切记切记。 04 茅台提价 贵州茅台发布公告，自3月31日起，飞天53%vol 500ml贵州茅台酒的销售合同价由1169元/瓶调整为1269元/瓶，自营体系零售价由1499元/瓶调整为1539元/瓶。 这是继2023年11月出厂价上调后时隔两年半的又一次价格调整。 1499元的自营体系零售价已经8年没有调整了。 4月2日i茅台的新规，一人一天限购一单。 茅台此次提价，从当前的整个白酒周期来看，有点逆势提价，但从茅台自身来看，是茅台价格市场化的一个体现，也是茅台拿回价格决定权的体现。 茅台提价，也给白酒行业稳定价格，提供了表率作用和信心。 再次证明茅台是有定价权的。 05 腾讯回购 本周的具体数据如下： 3月30日：回购62.40万股，金额30057.85万港元，价格区间485.0-476.4港元 3月31日：回购62.10万股，金额30061.4","listText":"阁楼的朋友们，周末好！ 01 本周交易 无。 02 目前持仓 目前十大持仓：腾讯37.11%，贵州茅台33.36%，谷歌12.89%，苹果6.93%，泡泡玛特4.92%，五粮液3.43%，伯克希尔2.83%。目前九大持仓占比88%(其中科技股占比56.93%，白酒股占比36.79%；A股占比36.79%，港股占比42.03%，美股占比22.65%)，还有12%观察仓和现金。 目前持仓 图片 上期数据 图片 03 收益对比 H00300全收益指数本周收益约-1.34%，本周启程实盘收益+1.14%。 2025年年内，H00300全收益指数收益为-3.90%，启程实盘年内收益为-7.25%。 图片 ★ 强烈申明 ★ 本文为“启程巴芒阁”巴哥个人投资记录，文中任何操作或看法，均可能充满“启程巴芒阁”巴哥个人的偏见和错误。 文中提及的任何个股或基金，都有腰斩的风险。 请坚持独立思考，万万不可依赖“启程巴芒阁”巴哥的判断或行为作出买卖决策。切记切记。 04 茅台提价 贵州茅台发布公告，自3月31日起，飞天53%vol 500ml贵州茅台酒的销售合同价由1169元/瓶调整为1269元/瓶，自营体系零售价由1499元/瓶调整为1539元/瓶。 这是继2023年11月出厂价上调后时隔两年半的又一次价格调整。 1499元的自营体系零售价已经8年没有调整了。 4月2日i茅台的新规，一人一天限购一单。 茅台此次提价，从当前的整个白酒周期来看，有点逆势提价，但从茅台自身来看，是茅台价格市场化的一个体现，也是茅台拿回价格决定权的体现。 茅台提价，也给白酒行业稳定价格，提供了表率作用和信心。 再次证明茅台是有定价权的。 05 腾讯回购 本周的具体数据如下： 3月30日：回购62.40万股，金额30057.85万港元，价格区间485.0-476.4港元 3月31日：回购62.10万股，金额30061.4","text":"阁楼的朋友们，周末好！ 01 本周交易 无。 02 目前持仓 目前十大持仓：腾讯37.11%，贵州茅台33.36%，谷歌12.89%，苹果6.93%，泡泡玛特4.92%，五粮液3.43%，伯克希尔2.83%。目前九大持仓占比88%(其中科技股占比56.93%，白酒股占比36.79%；A股占比36.79%，港股占比42.03%，美股占比22.65%)，还有12%观察仓和现金。 目前持仓 图片 上期数据 图片 03 收益对比 H00300全收益指数本周收益约-1.34%，本周启程实盘收益+1.14%。 2025年年内，H00300全收益指数收益为-3.90%，启程实盘年内收益为-7.25%。 图片 ★ 强烈申明 ★ 本文为“启程巴芒阁”巴哥个人投资记录，文中任何操作或看法，均可能充满“启程巴芒阁”巴哥个人的偏见和错误。 文中提及的任何个股或基金，都有腰斩的风险。 请坚持独立思考，万万不可依赖“启程巴芒阁”巴哥的判断或行为作出买卖决策。切记切记。 04 茅台提价 贵州茅台发布公告，自3月31日起，飞天53%vol 500ml贵州茅台酒的销售合同价由1169元/瓶调整为1269元/瓶，自营体系零售价由1499元/瓶调整为1539元/瓶。 这是继2023年11月出厂价上调后时隔两年半的又一次价格调整。 1499元的自营体系零售价已经8年没有调整了。 4月2日i茅台的新规，一人一天限购一单。 茅台此次提价，从当前的整个白酒周期来看，有点逆势提价，但从茅台自身来看，是茅台价格市场化的一个体现，也是茅台拿回价格决定权的体现。 茅台提价，也给白酒行业稳定价格，提供了表率作用和信心。 再次证明茅台是有定价权的。 05 腾讯回购 本周的具体数据如下： 3月30日：回购62.40万股，金额30057.85万港元，价格区间485.0-476.4港元 3月31日：回购62.10万股，金额30061.4","images":[{"img":"https://static.tigerbbs.com/01248bced5f0a12fd3a23331acbddd8b","width":"1080","height":"262"},{"img":"https://static.tigerbbs.com/1cc0c0ef8d40eb8dfbd8400ecb3aed8d","width":"1080","height":"265"},{"img":"https://static.tigerbbs.com/8ed6c61cbd63752695eae48208f2714d","width":"1080","height":"2261"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550672178594872","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551116733458448,"gmtCreate":1775571890683,"gmtModify":1775571893126,"author":{"id":"3549358877592138","authorId":"3549358877592138","name":"BillZhou","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549358877592138","authorIdStr":"3549358877592138"},"themes":[],"title":"","htmlText":"段永平持仓","listText":"段永平持仓","text":"段永平持仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551116733458448","repostId":"534029228806736","repostType":1,"repost":{"id":534029228806736,"gmtCreate":1771371720000,"gmtModify":1771422458586,"author":{"id":"4178499927799402","authorId":"4178499927799402","name":"逍遥投资笔记","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178499927799402","authorIdStr":"4178499927799402"},"themes":[],"title":"段永平2025Q4持仓明细-新建仓3只AI股票","htmlText":"大年三十除夕夜，SEC更新了段永平旗下美股基金在2025年Q4的持仓明细，这里第一时间分享给大家。 01 — 持仓明细 2025Q4持仓明细： 2025Q3持仓明细： 段永平2025Q4美股总持仓金额在175亿美金左右，2025Q3持仓总金额在147亿美金左右，持仓规模环比增加19.1%，持仓规模增加28.1亿美金。 段永平2025Q4美股共持有14只股票，2025Q3美股持有11只股票，Q4新建仓了CoreWeave(CRWV)、Credo Technology(CRDO)、Tempus AI(TEM)三只股票；本季度没有清仓股票。 2025Q4段永平美股持仓按金额排序，前六大持仓分别为苹果、伯克希尔、英伟达、拼多多、谷歌、西方石油；持仓金额分别为88.0亿美金、36.1亿美金、13.5亿美金、13.1亿美金、5.8亿美金、5.4亿美金。 02 — 持仓变动明细 段永平2025年Q4美股持仓详细变动明细： 新建仓3只股票： CoreWeave：本季度买入30.0万股，持仓金额2148万美金，持仓比例0.12%； Credo Technology：AI医疗行业公司，本季度买入14.1万股，持仓金额2033万美金，持仓比例0.12%； Tempus AI：AI医疗行业公司，本季度买入11.0万股，持仓金额650万美金，持仓比例0.04%。 段永平上季度建仓这三家公司，跟以前的投资风格差异比较大，之前投资的基本上都是大家耳熟能详的超级大盘价值股，大多是具有具有10年以上经营历史且盈利的公司，商业模式、护城河都很好。而这次建仓的三家公司都是最近3年刚上市的公司，其中两家亏损，一家刚扭亏，还有一个特点是都是跟AI行业相关的公司。 这次建仓跟之前的投资风格差异比较大，比较让人意外，可能是小比例资金投资AI成长股，也可能是别人推荐？具体原因不得而知。不过这三只股票目前整体投入也才不到5","listText":"大年三十除夕夜，SEC更新了段永平旗下美股基金在2025年Q4的持仓明细，这里第一时间分享给大家。 01 — 持仓明细 2025Q4持仓明细： 2025Q3持仓明细： 段永平2025Q4美股总持仓金额在175亿美金左右，2025Q3持仓总金额在147亿美金左右，持仓规模环比增加19.1%，持仓规模增加28.1亿美金。 段永平2025Q4美股共持有14只股票，2025Q3美股持有11只股票，Q4新建仓了CoreWeave(CRWV)、Credo Technology(CRDO)、Tempus AI(TEM)三只股票；本季度没有清仓股票。 2025Q4段永平美股持仓按金额排序，前六大持仓分别为苹果、伯克希尔、英伟达、拼多多、谷歌、西方石油；持仓金额分别为88.0亿美金、36.1亿美金、13.5亿美金、13.1亿美金、5.8亿美金、5.4亿美金。 02 — 持仓变动明细 段永平2025年Q4美股持仓详细变动明细： 新建仓3只股票： CoreWeave：本季度买入30.0万股，持仓金额2148万美金，持仓比例0.12%； Credo Technology：AI医疗行业公司，本季度买入14.1万股，持仓金额2033万美金，持仓比例0.12%； Tempus AI：AI医疗行业公司，本季度买入11.0万股，持仓金额650万美金，持仓比例0.04%。 段永平上季度建仓这三家公司，跟以前的投资风格差异比较大，之前投资的基本上都是大家耳熟能详的超级大盘价值股，大多是具有具有10年以上经营历史且盈利的公司，商业模式、护城河都很好。而这次建仓的三家公司都是最近3年刚上市的公司，其中两家亏损，一家刚扭亏，还有一个特点是都是跟AI行业相关的公司。 这次建仓跟之前的投资风格差异比较大，比较让人意外，可能是小比例资金投资AI成长股，也可能是别人推荐？具体原因不得而知。不过这三只股票目前整体投入也才不到5","text":"大年三十除夕夜，SEC更新了段永平旗下美股基金在2025年Q4的持仓明细，这里第一时间分享给大家。 01 — 持仓明细 2025Q4持仓明细： 2025Q3持仓明细： 段永平2025Q4美股总持仓金额在175亿美金左右，2025Q3持仓总金额在147亿美金左右，持仓规模环比增加19.1%，持仓规模增加28.1亿美金。 段永平2025Q4美股共持有14只股票，2025Q3美股持有11只股票，Q4新建仓了CoreWeave(CRWV)、Credo Technology(CRDO)、Tempus AI(TEM)三只股票；本季度没有清仓股票。 2025Q4段永平美股持仓按金额排序，前六大持仓分别为苹果、伯克希尔、英伟达、拼多多、谷歌、西方石油；持仓金额分别为88.0亿美金、36.1亿美金、13.5亿美金、13.1亿美金、5.8亿美金、5.4亿美金。 02 — 持仓变动明细 段永平2025年Q4美股持仓详细变动明细： 新建仓3只股票： CoreWeave：本季度买入30.0万股，持仓金额2148万美金，持仓比例0.12%； Credo Technology：AI医疗行业公司，本季度买入14.1万股，持仓金额2033万美金，持仓比例0.12%； Tempus AI：AI医疗行业公司，本季度买入11.0万股，持仓金额650万美金，持仓比例0.04%。 段永平上季度建仓这三家公司，跟以前的投资风格差异比较大，之前投资的基本上都是大家耳熟能详的超级大盘价值股，大多是具有具有10年以上经营历史且盈利的公司，商业模式、护城河都很好。而这次建仓的三家公司都是最近3年刚上市的公司，其中两家亏损，一家刚扭亏，还有一个特点是都是跟AI行业相关的公司。 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