Paul_ZL自由的个人主页 - 老虎社区

Paul_ZL自由

Paul_ZL自由

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IP属地：北京

74关注

5粉丝

3主题

0勋章

05-02

$英特尔(INTC)$ 怎么跌不动了阿快点啊

04-30

$禾赛(HSAI)$ 不光是汽车，那以后无人机一但成本能降下来，那岂不是要起飞

04-26

$特斯拉(TSLA)$ 画饼王就是厉害，动动嘴皮子就能把股价拉回来，但低端车一样会被中国车绞杀，低端和无人驾驶都是国产车的地盘

02-03

$英伟达(NVDA)$ 100倍的市盈率。。。太tmd的扯了

01-05

$以星航运(ZIM)$ 一周涨一倍，我两个月前抛掉，可惜了

01-03

$金山办公(688111)$ 这票PE有120倍，太TM夸张了，年利润增长估计也就个位数，PE10倍顶上天了，合理价格在20快左右。

2023-11-24

$能链智电(NAAS)$ 骗炮的票，每次上车都是反弹高点，然后跌下去几十个点，好几次了，我都亏麻了

2023-10-27

$英伟达(NVDA)$ 体量这么大还接近100倍的PE，太可怕了，20倍比较合理

2023-09-14

$Arm Holdings(ARM)$ 可以直接做空了未来前景非常不好

2023-05-26

$美国超微公司(AMD)$ 这个有点扯了，500多倍的市盈率

2023-04-04

$世纪互联(VNET)$ 国内都用腾讯会议和飞书

2023-04-01

$能链智电(NAAS)$ 老戏骨了，早盘先拉起来午盘洗一下，临近尾盘再拉起来，好几天了，狼来了不会超过3回

2023-04-01

好利好中国厂商

关于对美光公司在华销售产品启动网络安全审查的公告

2023-03-27

$常山北明(000158)$ 请告诉我500多倍的市盈率100年后能否怎么实现

2023-03-27

$新东方(EDU)$ 这货怎么还撑着，没啥价值的直播和拼多多一个货色

2023-03-27

$能链智电(NAAS)$ .高低走一下，洗洗更健康

2023-03-13

$美国1年期国债收益率(US12M.BOND)$ 这被人爆买了

2023-03-12

$万国数据(GDS)$ 这货在硅谷银行有存款。。

2023-03-11

$RLX科技(RLX)$ 这票逆势增长？垃圾股的反抽割韭菜？

2023-03-08

$Faraday Future(FFIE)$ 贾老板快多忽悠点钱来啊，兄弟我撑不住了

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不光是汽车，那以后无人机一但成本能降下来，那岂不是要起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300921753985248","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299271297073200,"gmtCreate":1714089566558,"gmtModify":1714089568300,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>画饼王就是厉害，动动嘴皮子就能把股价拉回来，但低端车一样会被中国车绞杀，低端和无人驾驶都是国产车的地盘","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>画饼王就是厉害，动动嘴皮子就能把股价拉回来，但低端车一样会被中国车绞杀，低端和无人驾驶都是国产车的地盘","text":"$特斯拉(TSLA)$ 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100倍的市盈率。。。太tmd的扯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/269887436701816","isVote":1,"tweetType":1,"viewCount":1118,"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},"content":"一个人只能赚到认知的钱","text":"一个人只能赚到认知的钱","html":"一个人只能赚到认知的钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259604825682072,"gmtCreate":1704390218087,"gmtModify":1704390219058,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZIM\">$以星航运(ZIM)$ &nbsp;</a>一周涨一倍，我两个月前抛掉，可惜了","listText":"<a href=\"https://laohu8.com/S/ZIM\">$以星航运(ZIM)$ &nbsp;</a>一周涨一倍，我两个月前抛掉，可惜了","text":"$以星航运(ZIM)$ 一周涨一倍，我两个月前抛掉，可惜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259604825682072","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259107395432768,"gmtCreate":1704288742131,"gmtModify":1704288990707,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/688111\">$金山办公(688111)$ &nbsp;</a>这票PE有120倍，太TM夸张了，年利润增长估计也就个位数，PE10倍顶上天了，合理价格在20快左右。","listText":"<a href=\"https://laohu8.com/S/688111\">$金山办公(688111)$ &nbsp;</a>这票PE有120倍，太TM夸张了，年利润增长估计也就个位数，PE10倍顶上天了，合理价格在20快左右。","text":"$金山办公(688111)$ 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未来前景非常不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/219590546837608","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655305505,"gmtCreate":1685112844008,"gmtModify":1685112845252,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>这个有点扯了，500多倍的市盈率","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>这个有点扯了，500多倍的市盈率","text":"$美国超微公司(AMD)$ 这个有点扯了，500多倍的市盈率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655305505","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653316957,"gmtCreate":1680566173280,"gmtModify":1680566174259,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ &nbsp;</a>国内都用腾讯会议和飞书","listText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ &nbsp;</a>国内都用腾讯会议和飞书","text":"$世纪互联(VNET)$ 国内都用腾讯会议和飞书","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653316957","isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653012926,"gmtCreate":1680318611866,"gmtModify":1680318613143,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ &nbsp;</a>老戏骨了，早盘先拉起来午盘洗一下，临近尾盘再拉起来，好几天了，狼来了不会超过3回","listText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ &nbsp;</a>老戏骨了，早盘先拉起来午盘洗一下，临近尾盘再拉起来，好几天了，狼来了不会超过3回","text":"$能链智电(NAAS)$ 老戏骨了，早盘先拉起来午盘洗一下，临近尾盘再拉起来，好几天了，狼来了不会超过3回","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653012926","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653090147,"gmtCreate":1680280434689,"gmtModify":1680280437139,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"好 利好中国厂商","listText":"好 利好中国厂商","text":"好 利好中国厂商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653090147","repostId":"1171488452","repostType":2,"repost":{"id":"1171488452","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680266376,"share":"https://www.laohu8.com/m/news/1171488452?lang=&edition=full","pubTime":"2023-03-31 20:39","market":"us","language":"zh","title":"关于对美光公司在华销售产品启动网络安全审查的公告","url":"https://stock-news.laohu8.com/highlight/detail?id=1171488452","media":"老虎资讯综合","summary":"3月31日，为保障关键信息基础设施供应链安全，防范产品问题隐患造成网络安全风险，维护国家安全，依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》，网络安全审查办公室按照《网络安全审查办法》，","content":"<html><head></head><body><p>3月31日，为保障关键信息基础设施供应链安全，防范产品问题隐患造成网络安全风险，维护国家安全，依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》，网络安全审查办公室按照《网络安全审查办法》，对美光公司（Micron）在华销售的产品实施网络安全审查。（网络安全审查办公室）</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d71950fff9310a129e00f9a44b4b6142\" title=\"\" tg-width=\"1920\" tg-height=\"866\"/></p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前短线下挫，现跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/869b1dbdcfa3350b4cdc89b78405ef0c\" title=\"\" tg-width=\"870\" tg-height=\"834\"/></p><p>美光科技不是一般的公司，他是美国最大的电脑存储芯片生产商，也是全球仅余的三大存储芯片生产巨头之一。此前数据显示，华为是美光最大的客户之一，美光大约13%的年收入是来自对华为的销售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e246c7077880d03aa9d4c5be5aabf02f\" alt=\"\" title=\"\" tg-width=\"860\" tg-height=\"573\"/></p><p style=\"text-align: justify;\">而就在这几天，美光科技刚刚迎来至暗时刻，美光科技在周二晚些时候表示，第二财季收入同比大跌了53%，至约37亿美元。这延续了之前的坏消息，该公司第一财季收入同比下降47%，而且美光还预计截至5月的当前财季收入将下滑57%。</p><p style=\"text-align: justify;\">根据券商的研报，美光发布FY23Q2（CYQ1）财报，单季营收37亿美元，环比-53%，毛利率-31.4%，亏损21亿美元，单季亏损幅度继续扩大，亏损包含了存货减值影响，FY23Q2为14亿美元，预计FY23Q3为5亿美元。</p><p style=\"text-align: justify;\">美光的首席执行官Sanjay Mehrotra周二表示，他认为美光从云服务运营商那里获得的收入在刚刚结束的第二财季已经触底，而且这些客户的数据中心对人工智能(AI)处理器的需求增长也将推动对美光存储芯片的需求，因为AI芯片需要的DRAM容量大约是普通服务器处理器的八倍。</p><p style=\"text-align: justify;\">Mehrotra在财报电话会议上表示：“半导体内存和存储行业正面临过去13年来最严重的低迷，价格环境异常疲软，这对我们的财务业绩产生了重大影响。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>关于对美光公司在华销售产品启动网络安全审查的公告</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n关于对美光公司在华销售产品启动网络安全审查的公告\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-31 20:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日，为保障关键信息基础设施供应链安全，防范产品问题隐患造成网络安全风险，维护国家安全，依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》，网络安全审查办公室按照《网络安全审查办法》，对美光公司（Micron）在华销售的产品实施网络安全审查。（网络安全审查办公室）</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d71950fff9310a129e00f9a44b4b6142\" title=\"\" tg-width=\"1920\" tg-height=\"866\"/></p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前短线下挫，现跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/869b1dbdcfa3350b4cdc89b78405ef0c\" title=\"\" tg-width=\"870\" tg-height=\"834\"/></p><p>美光科技不是一般的公司，他是美国最大的电脑存储芯片生产商，也是全球仅余的三大存储芯片生产巨头之一。此前数据显示，华为是美光最大的客户之一，美光大约13%的年收入是来自对华为的销售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e246c7077880d03aa9d4c5be5aabf02f\" alt=\"\" title=\"\" tg-width=\"860\" tg-height=\"573\"/></p><p style=\"text-align: justify;\">而就在这几天，美光科技刚刚迎来至暗时刻，美光科技在周二晚些时候表示，第二财季收入同比大跌了53%，至约37亿美元。这延续了之前的坏消息，该公司第一财季收入同比下降47%，而且美光还预计截至5月的当前财季收入将下滑57%。</p><p style=\"text-align: justify;\">根据券商的研报，美光发布FY23Q2（CYQ1）财报，单季营收37亿美元，环比-53%，毛利率-31.4%，亏损21亿美元，单季亏损幅度继续扩大，亏损包含了存货减值影响，FY23Q2为14亿美元，预计FY23Q3为5亿美元。</p><p style=\"text-align: justify;\">美光的首席执行官Sanjay Mehrotra周二表示，他认为美光从云服务运营商那里获得的收入在刚刚结束的第二财季已经触底，而且这些客户的数据中心对人工智能(AI)处理器的需求增长也将推动对美光存储芯片的需求，因为AI芯片需要的DRAM容量大约是普通服务器处理器的八倍。</p><p style=\"text-align: justify;\">Mehrotra在财报电话会议上表示：“半导体内存和存储行业正面临过去13年来最严重的低迷，价格环境异常疲软，这对我们的财务业绩产生了重大影响。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"BK4585":"ETF&股票定投概念","MU":"美光科技","BK4566":"资本集团","BK4579":"人工智能","BK4553":"喜马拉雅资本持仓","BK4532":"文艺复兴科技持仓","BK4588":"碎股","BK4554":"元宇宙及AR概念","BK4575":"芯片概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4512":"苹果概念","BK4527":"明星科技股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171488452","content_text":"3月31日，为保障关键信息基础设施供应链安全，防范产品问题隐患造成网络安全风险，维护国家安全，依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》，网络安全审查办公室按照《网络安全审查办法》，对美光公司（Micron）在华销售的产品实施网络安全审查。（网络安全审查办公室）美光科技盘前短线下挫，现跌近4%。美光科技不是一般的公司，他是美国最大的电脑存储芯片生产商，也是全球仅余的三大存储芯片生产巨头之一。此前数据显示，华为是美光最大的客户之一，美光大约13%的年收入是来自对华为的销售。而就在这几天，美光科技刚刚迎来至暗时刻，美光科技在周二晚些时候表示，第二财季收入同比大跌了53%，至约37亿美元。这延续了之前的坏消息，该公司第一财季收入同比下降47%，而且美光还预计截至5月的当前财季收入将下滑57%。根据券商的研报，美光发布FY23Q2（CYQ1）财报，单季营收37亿美元，环比-53%，毛利率-31.4%，亏损21亿美元，单季亏损幅度继续扩大，亏损包含了存货减值影响，FY23Q2为14亿美元，预计FY23Q3为5亿美元。美光的首席执行官Sanjay 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