HM海洋之心的个人主页 - 老虎社区

HM海洋之心

HM海洋之心

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0勋章

2021-02-03

老虎港股账户:我不是闹着玩的，在我这是有机会中签赚钱的！这么长时间，老虎港股第一次中签！不容易啊！ᥬ😂᭄ᥬ😂᭄点击[http://pinyin.cn/e327569]查看表情

05-15 06:32

在新的竞争格局还未打开之前，可见的一定时间内还是会微调中继续冲击高点，10万亿内应该没啥对手。

05-13

起了个大早，晚集都没赶上。各种砸钱收购，然后各种消失，又不断第一时间上马新项目：元宇宙、自动驾驶、大模型……不断放弃，高管各种龌龊层出不穷…… 百度依旧雄心勃勃。就像是身边的某个人，看着也挺聪明，偶尔也有话语让人耳目一新，就是各种不幸环绕，一事无成。凡事这种这种肯定是有问题的。可能有某些不易觉察短板或是弱点而不自知。感觉百度就是这样。问题不出，不除，雄心勃勃也可能是死亡加速器。

2025-03-31

$特斯拉(TSLA)$

2025-03-27

$特斯拉(TSLA)$

2025-05-13

$特斯拉(TSLA)$

05-13

夏天来了，温度也升高了，打新也是群情激昂。在国产替代、ai突飞猛进多强争霸的大背景下，5月的打新激情也只会更加火热！疯狂吧！爆发吧！资金、科技、热情、财富…… 加油！兄弟们，开始冲锋了！

2025-07-28

$特斯拉(TSLA)$

2025-03-28

$特斯拉(TSLA)$

2025-03-06

$特斯拉(TSLA)$ 拉拉最近不行啊！

去老虎APP查看更多动态

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问题不出，不除，雄心勃勃也可能是死亡加速器。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563717920695624","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274796523485","authorId":"3479274796523485","name":"Hilliton324","avatar":"https://static.laohu8.com/picture146","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274796523485","authorIdStr":"3479274796523485"},"content":"野心太多反而像散点开花，核心短板你觉得是管理层吗","text":"野心太多反而像散点开花，核心短板你觉得是管理层吗","html":"野心太多反而像散点开花，核心短板你觉得是管理层吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562232112145664,"gmtCreate":1778295403801,"gmtModify":1778295408156,"author":{"id":"3552039311786744","authorId":"3552039311786744","name":"HM海洋之心","avatar":"https://static.tigerbbs.com/7635d3fefd2cb1b24dbca779e9baafa2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552039311786744","authorIdStr":"3552039311786744"},"themes":[],"title":"","htmlText":"小鹏集团 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未来具体发展还要拭目以待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562232112145664","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562228073113096,"gmtCreate":1778294425116,"gmtModify":1778294427844,"author":{"id":"3552039311786744","authorId":"3552039311786744","name":"HM海洋之心","avatar":"https://static.tigerbbs.com/7635d3fefd2cb1b24dbca779e9baafa2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552039311786744","authorIdStr":"3552039311786744"},"themes":[],"title":"","htmlText":"瑞幸的运营稳健，看好重新上市。","listText":"瑞幸的运营稳健，看好重新上市。","text":"瑞幸的运营稳健，看好重新上市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562228073113096","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562227523916968,"gmtCreate":1778294281036,"gmtModify":1778294284137,"author":{"id":"3552039311786744","authorId":"3552039311786744","name":"HM海洋之心","avatar":"https://static.tigerbbs.com/7635d3fefd2cb1b24dbca779e9baafa2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552039311786744","authorIdStr":"3552039311786744"},"themes":[],"title":"","htmlText":"Ai是趋势，能源和芯片是趋势的基础。 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腾讯的核心优势在于其难以撼动的社交基本盘（微信、QQ）。这形成了一个巨大的流量“池塘”，让其各项业务（如游戏、金融科技、企业服务）都能从中获益，拥有极强的抗风险能力和自我演化能力。 · 增长点： &nbsp; 1. 游戏出海： 国内游戏增长见顶，但其海外投资和自研游戏（如《PUBG Mobile》、《Valorant》）表现出色，是未来最大增长引擎。 &nbsp; 2. 视频号： 成功切入短视频赛道，激活了微信生态的商业潜力，广告和电商抽成收入增长迅猛，直接与字节、阿里竞争。 &nbsp; 3. 金融与To-B业务： 微信支付和小程序生态深入民生，企业服务（腾讯云）虽面临挑战，但长期看好产业互联网。 · 投资视角： 腾讯像一家“互联网控股集团”，业务多元且协同性强，护城河最深，未来确定性最高，是稳健型投资者的首选。 二、 阿里巴巴（Alibaba）：面临挑战的“商业巨头” 阿里曾是中国电商的代名词，但其核心业务正面临前所未有的竞争压力（拼多多、抖音电商等）。其未来在于能否成功转型。 · 增长点： &nbsp; 1. 全球化与海外电商： 旗下Lazada、速卖通、Trendyol是出海的关键，国际市场是其找回增长的重要故事。 &nbsp; 2. 云计算： 阿里云是国内龙头，虽增速放缓，但企业数字化和AI发展长期利好云业务，是其第二增长曲线。 &nbsp; 3. 组织改革： 分拆六大业务集团并寻求独立上市，可能释放各业务价值，激发团队活力。 · 投资视角： 阿里当前处于“估值低谷”，但其转型成功与否有待观察。它更像一只“困境反转”股，适合能承受较高风险、看好其改革成效的投资者。 三、 百度（Baidu）：All in AI的“冒险家” 百度的传统搜索业务增长乏力，其未来已几乎完全压注在人工智能（AI） 上，尤其是自动驾驶","listText":"一、 腾讯（Tencent）：生态护城河最深的“常青树” 腾讯的核心优势在于其难以撼动的社交基本盘（微信、QQ）。这形成了一个巨大的流量“池塘”，让其各项业务（如游戏、金融科技、企业服务）都能从中获益，拥有极强的抗风险能力和自我演化能力。 · 增长点： &nbsp; 1. 游戏出海： 国内游戏增长见顶，但其海外投资和自研游戏（如《PUBG Mobile》、《Valorant》）表现出色，是未来最大增长引擎。 &nbsp; 2. 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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