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Cyberbeing

Cyberbeing

做时间的朋友

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2025-08-01

美股高位，如何用期权对冲潜在回调风险？

查看详情：美股高位，如何用期权对冲潜在回调风险？近期美国股市异常强势，一些投资者担心市场风险上升，预计会出现一定的回调。如果您有持仓，并且在前期的大涨中已经实现一些盈利，那么在市场调整到来时可以运营期权策略做好对冲。此帖仅开放于中国大陆用户

美股高位，如何用期权对冲潜在回调风险？

2025-06-27

这篇文章不错，转发给大家看看

@小虎访谈:【小虎访谈】Brant布布为赢：抄底特斯拉赚4倍，仍是最高性价比龙头！CRCL有望一家独大！

2025-06-09

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@小斯新报道:10家有潜力翻倍的公司

2025-03-27

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抱歉，原内容已删除

2025-01-08

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2025-01-03

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@James黄佳仁:2025年AI行业展望：价值链与AI 发展四阶段明星股

2024-12-30

1

2024-12-23

这篇文章不错，转发给大家看看

@然妈短线期权:AI+SaaS走出底部, 三种模型SaaS 公司值得关注: NOW, HUBS, CRM

2024-12-16

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2024-11-15

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2024-11-14

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2024-11-12

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2024-11-05

这篇文章不错，转发给大家看看

@小虎AV:11月4日美国大选日前夜，马斯克再次参加了Joe Rogan访谈，解释了自己为何这次大选这么活跃（只是想要支持真正的民主），并指出民主党一直都在作弊（利用非法移民干扰正常选举，加州甚至通过了一项法律：投票的时候不允许出示身份证明）。两个半小时的采访，马斯克最后也开玩笑称若哈里斯最后当选，自己也完了~ 周一晚Joe Rogan正式公开发言，表示为特朗普背书。大家觉得这场二选一的游戏，马斯克和特斯拉的命运将何去何从？短期特斯拉股价会涨还是会跌呢？ $特斯拉(TSLA)$ 评论区分享你的观点和看法，一起赢取虎币奖励！

2024-10-24

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抱歉，原内容已删除

2024-10-21

这是一篇阴谋论文章，水平非常低下

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2024-08-16

这篇文章不错，转发给大家看看

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2024-08-16

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2024-08-03

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@Conan的投资笔记:巴菲特论如果回到30岁，自己会如何去投资，第一个100万美元是最难赚的

2024-07-05

你的成本1800美元吗

2024-06-15

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抱歉，原内容已删除

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<a href=\"https://cn.tigrdw.com/hans/marketing/hedge-in-a-volatile-market_copy?preview=true&amp;semId=668&amp;actionID=1e293769c97df8ba0c2fd15c0b89ddc0&amp;skin=1&amp;os=iOS&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=32f20a92b6489b483bfb63e76293ba4d&amp;invite=ZS8XVJ&amp;lang=zh_CN\">美股高位，如何用期权对冲潜在回调风险？</a> 近期美国股市异常强势，一些投资者担心市场风险上升，预计会出现一定的回调。如果您有持仓，并且在前期的大涨中已经实现一些盈利，那么在市场调整到来时可以运营期权策略做好对冲。 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://cn.tigrdw.com/hans/marketing/hedge-in-a-volatile-market_copy?preview=true&amp;semId=668&amp;actionID=1e293769c97df8ba0c2fd15c0b89ddc0&amp;skin=1&amp;os=iOS&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=32f20a92b6489b483bfb63e76293ba4d&amp;invite=ZS8XVJ&amp;lang=zh_CN\">美股高位，如何用期权对冲潜在回调风险？</a> 近期美国股市异常强势，一些投资者担心市场风险上升，预计会出现一定的回调。如果您有持仓，并且在前期的大涨中已经实现一些盈利，那么在市场调整到来时可以运营期权策略做好对冲。 此帖仅开放于中国大陆用户","text":"查看详情： 美股高位，如何用期权对冲潜在回调风险？ 近期美国股市异常强势，一些投资者担心市场风险上升，预计会出现一定的回调。如果您有持仓，并且在前期的大涨中已经实现一些盈利，那么在市场调整到来时可以运营期权策略做好对冲。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462899517685760","isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":450588224246080,"gmtCreate":1751032882103,"gmtModify":1751032884019,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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/450588224246080","repostId":"450584400023696","repostType":1,"repost":{"id":450584400023696,"gmtCreate":1751011110680,"gmtModify":1751011142513,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【小虎访谈】Brant布布为赢：抄底特斯拉赚4倍，仍是最高性价比龙头！CRCL有望一家独大！","htmlText":"各位虎友们好，本周要和大家分享的虎友是 <a href=\"https://laohu8.com/U/4211505086936280\">@Brant布布为赢</a> ，作为中文投资网CEO的他，是一位拥有14年美股实战经验的资深交易者[财迷]！去年，他在 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴跌横盘后果断抄底，成功斩获近4倍收益[美金]。目前他仍坚定看好特斯拉，认为当下是“无人驾驶元年”，AI的落地将带来万亿级市场，而特斯拉是目前性价比最高的龙头标的。他也长期看好 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> ，认为其在AI广告、稳定币和元宇宙三大领域均已构筑护城河，未来有望成长为下一个超级巨头[看涨]。他同时关注 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ，虽认为当前估值已接近天花板，但其长期潜力仍值得期待。Circle有望实现“一家独大”，若按USDC当前市占率推算，未来稳定币市值或将对标比特币，成长空间巨大。当前他认为美股短期情绪偏热，继续上行空间有限，9月降息前或将迎来明显回调，并担忧美国经济可能步入滞胀。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下~我1992年出生，今年33岁。14年美股投资交易经验。本科毕业于加州州立大学北岭分校，研究生毕业于加州大学尔湾分校。本科学习金融，研究生攻读会计，让我积攒了比较扎实的金融基础知识。现在是中文投资网的CEO，我们是一家服务于全球华人的投教平台。我们的愿景是希望每一位华人投资者都可以成为自己的基金经理。Q：聊聊您的投资背景吧","listText":"各位虎友们好，本周要和大家分享的虎友是 <a href=\"https://laohu8.com/U/4211505086936280\">@Brant布布为赢</a> ，作为中文投资网CEO的他，是一位拥有14年美股实战经验的资深交易者[财迷]！去年，他在 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴跌横盘后果断抄底，成功斩获近4倍收益[美金]。目前他仍坚定看好特斯拉，认为当下是“无人驾驶元年”，AI的落地将带来万亿级市场，而特斯拉是目前性价比最高的龙头标的。他也长期看好 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> ，认为其在AI广告、稳定币和元宇宙三大领域均已构筑护城河，未来有望成长为下一个超级巨头[看涨]。他同时关注 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ，虽认为当前估值已接近天花板，但其长期潜力仍值得期待。Circle有望实现“一家独大”，若按USDC当前市占率推算，未来稳定币市值或将对标比特币，成长空间巨大。当前他认为美股短期情绪偏热，继续上行空间有限，9月降息前或将迎来明显回调，并担忧美国经济可能步入滞胀。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下~我1992年出生，今年33岁。14年美股投资交易经验。本科毕业于加州州立大学北岭分校，研究生毕业于加州大学尔湾分校。本科学习金融，研究生攻读会计，让我积攒了比较扎实的金融基础知识。现在是中文投资网的CEO，我们是一家服务于全球华人的投教平台。我们的愿景是希望每一位华人投资者都可以成为自己的基金经理。Q：聊聊您的投资背景吧","text":"各位虎友们好，本周要和大家分享的虎友是 @Brant布布为赢 ，作为中文投资网CEO的他，是一位拥有14年美股实战经验的资深交易者[财迷]！去年，他在 $特斯拉(TSLA)$ 暴跌横盘后果断抄底，成功斩获近4倍收益[美金]。目前他仍坚定看好特斯拉，认为当下是“无人驾驶元年”，AI的落地将带来万亿级市场，而特斯拉是目前性价比最高的龙头标的。他也长期看好 $Meta Platforms, Inc.(META)$ ，认为其在AI广告、稳定币和元宇宙三大领域均已构筑护城河，未来有望成长为下一个超级巨头[看涨]。他同时关注 $Circle Internet Corp.(CRCL)$ ，虽认为当前估值已接近天花板，但其长期潜力仍值得期待。Circle有望实现“一家独大”，若按USDC当前市占率推算，未来稳定币市值或将对标比特币，成长空间巨大。当前他认为美股短期情绪偏热，继续上行空间有限，9月降息前或将迎来明显回调，并担忧美国经济可能步入滞胀。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下~我1992年出生，今年33岁。14年美股投资交易经验。本科毕业于加州州立大学北岭分校，研究生毕业于加州大学尔湾分校。本科学习金融，研究生攻读会计，让我积攒了比较扎实的金融基础知识。现在是中文投资网的CEO，我们是一家服务于全球华人的投教平台。我们的愿景是希望每一位华人投资者都可以成为自己的基金经理。Q：聊聊您的投资背景吧","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450584400023696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443906977665912,"gmtCreate":1749398529993,"gmtModify":1749398531653,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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/443906977665912","repostId":"436736828870816","repostType":1,"repost":{"id":436736828870816,"gmtCreate":1747647828110,"gmtModify":1747647835196,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"279327367386116","idStr":"279327367386116"},"themes":[],"title":"10家有潜力翻倍的公司","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://laohu8.com/S/CDLR\">$Cadeler AS(CDLR)$</a> <a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> <a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> <a href=\"https://laohu8.com/S/TMDX\">$TransMedics Group Inc.(TMDX)$</a>","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://laohu8.com/S/CDLR\">$Cadeler AS(CDLR)$</a> <a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> <a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> <a href=\"https://laohu8.com/S/TMDX\">$TransMedics Group Inc.(TMDX)$</a>","text":"$Hims & Hers Health Inc.(HIMS)$ $AST SpaceMobile, Inc.(ASTS)$ $NEBIUS(NBIS)$ $SoFi Technologies Inc.(SOFI)$ $美国超微公司(AMD)$ $Robinhood(HOOD)$ $Cadeler AS(CDLR)$ $Oscar Health, Inc.(OSCR)$ $Lemonade, Inc.(LMND)$ $TransMedics Group Inc.(TMDX)$","images":[{"img":"https://static.tigerbbs.com/50ce6c25529e1b11d4d785690bfc2388","width":"838","height":"722"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436736828870816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417787585295024,"gmtCreate":1743040595089,"gmtModify":1743040597153,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417787585295024","repostId":"2522361495","repostType":2,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390139146605024,"gmtCreate":1736294539330,"gmtModify":1736294541084,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390139146605024","repostId":"1162991409","repostType":4,"isVote":1,"tweetType":1,"viewCount":3787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388618651140592,"gmtCreate":1735919399224,"gmtModify":1735919400783,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388618651140592","repostId":"386164383240392","repostType":1,"repost":{"id":386164383240392,"gmtCreate":1735288006031,"gmtModify":1745224527376,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191971567404220","idStr":"4191971567404220"},"themes":[],"title":"2025年AI行业展望：价值链与AI 发展四阶段明星股","htmlText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","listText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","text":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” 英文直播回放链接>>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， $纳斯达克100指数(NDX)$ 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， $标普500(.SPX)$ 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， $标普500(.SPX)$ 只上涨了24%。 $纳斯达克100指数(NDX)$ 在互联网泡沫期间回报率超过了1000%。而 $纳斯达克100指数(NDX)$ 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","images":[{"img":"https://static.tigerbbs.com/8c64bfdb1f5883ffc12330eccb83d758","width":"906","height":"463"},{"img":"https://static.tigerbbs.com/a7df5a964017f5ddcd612599ada8de2f","width":"1128","height":"612"},{"img":"https://static.tigerbbs.com/6a0c1e40b500f1f14be07fdbd1901ef6","width":"1114","height":"594"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386164383240392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386951907135968,"gmtCreate":1735515557493,"gmtModify":1735515561503,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[{"img":"https://static.tigerbbs.com/f047a7b02fb95c284c36b60fcf69944e","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386951907135968","isVote":1,"tweetType":1,"viewCount":3211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":384705375318568,"gmtCreate":1734962158438,"gmtModify":1734962160482,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384705375318568","repostId":"384747981631576","repostType":1,"repost":{"id":384747981631576,"gmtCreate":1734952000997,"gmtModify":1745224640966,"author":{"id":"1436866998000","authorId":"1436866998000","name":"然妈短线期权","avatar":"https://static.tigerbbs.com/03acd63f394134e53cb315da4b353c9a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"AI+SaaS走出底部, 三种模型SaaS 公司值得关注: NOW, HUBS, CRM","htmlText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","listText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","text":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 $英伟达(NVDA)$ 涨超3%，转跌为涨，收复失地； $特斯拉(TSLA)$ 逆市跌超3%，连续三天下跌。 $比特币(BTC.USD.CC)$ V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， $MicroStrategy(MSTR)$ 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 $西方石油(OXY)$ 、 $Sirius XM Holdings Inc.(SIRI)$ 和 $威瑞信(VRSN)$ 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\n \n  11月4日美国大选日前夜，马斯克再次参加了Joe Rogan访谈，解释了自己为何这次大选这么活跃（只是想要支持真正的民主），并指出民主党一直都在作弊（利用非法移民干扰正常选举，加州甚至通过了一项法律：投票的时候不允许出示身份证明）。两个半小时的采访，马斯克最后也开玩笑称若哈里斯最后当选，自己也完了~ 周一晚Joe Rogan正式公开发言，表示为特朗普背书。大家觉得这场二选一的游戏，马斯克和特斯拉的命运将何去何从？短期特斯拉股价会涨还是会跌呢？ <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 评论区分享你的观点和看法，一起赢取虎币奖励！\n \n","listText":"11月4日美国大选日前夜，马斯克再次参加了Joe Rogan访谈，解释了自己为何这次大选这么活跃（只是想要支持真正的民主），并指出民主党一直都在作弊（利用非法移民干扰正常选举，加州甚至通过了一项法律：投票的时候不允许出示身份证明）。两个半小时的采访，马斯克最后也开玩笑称若哈里斯最后当选，自己也完了~ 周一晚Joe Rogan正式公开发言，表示为特朗普背书。大家觉得这场二选一的游戏，马斯克和特斯拉的命运将何去何从？短期特斯拉股价会涨还是会跌呢？ <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 评论区分享你的观点和看法，一起赢取虎币奖励！","text":"11月4日美国大选日前夜，马斯克再次参加了Joe Rogan访谈，解释了自己为何这次大选这么活跃（只是想要支持真正的民主），并指出民主党一直都在作弊（利用非法移民干扰正常选举，加州甚至通过了一项法律：投票的时候不允许出示身份证明）。两个半小时的采访，马斯克最后也开玩笑称若哈里斯最后当选，自己也完了~ 周一晚Joe Rogan正式公开发言，表示为特朗普背书。大家觉得这场二选一的游戏，马斯克和特斯拉的命运将何去何从？短期特斯拉股价会涨还是会跌呢？ $特斯拉(TSLA)$ 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<a href=\"https://laohu8.com/U/4211505086936280\">@Brant布布为赢</a> ，作为中文投资网CEO的他，是一位拥有14年美股实战经验的资深交易者[财迷]！去年，他在 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴跌横盘后果断抄底，成功斩获近4倍收益[美金]。目前他仍坚定看好特斯拉，认为当下是“无人驾驶元年”，AI的落地将带来万亿级市场，而特斯拉是目前性价比最高的龙头标的。他也长期看好 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> ，认为其在AI广告、稳定币和元宇宙三大领域均已构筑护城河，未来有望成长为下一个超级巨头[看涨]。他同时关注 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ，虽认为当前估值已接近天花板，但其长期潜力仍值得期待。Circle有望实现“一家独大”，若按USDC当前市占率推算，未来稳定币市值或将对标比特币，成长空间巨大。当前他认为美股短期情绪偏热，继续上行空间有限，9月降息前或将迎来明显回调，并担忧美国经济可能步入滞胀。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下~我1992年出生，今年33岁。14年美股投资交易经验。本科毕业于加州州立大学北岭分校，研究生毕业于加州大学尔湾分校。本科学习金融，研究生攻读会计，让我积攒了比较扎实的金融基础知识。现在是中文投资网的CEO，我们是一家服务于全球华人的投教平台。我们的愿景是希望每一位华人投资者都可以成为自己的基金经理。Q：聊聊您的投资背景吧","listText":"各位虎友们好，本周要和大家分享的虎友是 <a href=\"https://laohu8.com/U/4211505086936280\">@Brant布布为赢</a> ，作为中文投资网CEO的他，是一位拥有14年美股实战经验的资深交易者[财迷]！去年，他在 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴跌横盘后果断抄底，成功斩获近4倍收益[美金]。目前他仍坚定看好特斯拉，认为当下是“无人驾驶元年”，AI的落地将带来万亿级市场，而特斯拉是目前性价比最高的龙头标的。他也长期看好 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> ，认为其在AI广告、稳定币和元宇宙三大领域均已构筑护城河，未来有望成长为下一个超级巨头[看涨]。他同时关注 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ，虽认为当前估值已接近天花板，但其长期潜力仍值得期待。Circle有望实现“一家独大”，若按USDC当前市占率推算，未来稳定币市值或将对标比特币，成长空间巨大。当前他认为美股短期情绪偏热，继续上行空间有限，9月降息前或将迎来明显回调，并担忧美国经济可能步入滞胀。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下~我1992年出生，今年33岁。14年美股投资交易经验。本科毕业于加州州立大学北岭分校，研究生毕业于加州大学尔湾分校。本科学习金融，研究生攻读会计，让我积攒了比较扎实的金融基础知识。现在是中文投资网的CEO，我们是一家服务于全球华人的投教平台。我们的愿景是希望每一位华人投资者都可以成为自己的基金经理。Q：聊聊您的投资背景吧","text":"各位虎友们好，本周要和大家分享的虎友是 @Brant布布为赢 ，作为中文投资网CEO的他，是一位拥有14年美股实战经验的资深交易者[财迷]！去年，他在 $特斯拉(TSLA)$ 暴跌横盘后果断抄底，成功斩获近4倍收益[美金]。目前他仍坚定看好特斯拉，认为当下是“无人驾驶元年”，AI的落地将带来万亿级市场，而特斯拉是目前性价比最高的龙头标的。他也长期看好 $Meta Platforms, Inc.(META)$ ，认为其在AI广告、稳定币和元宇宙三大领域均已构筑护城河，未来有望成长为下一个超级巨头[看涨]。他同时关注 $Circle Internet Corp.(CRCL)$ ，虽认为当前估值已接近天花板，但其长期潜力仍值得期待。Circle有望实现“一家独大”，若按USDC当前市占率推算，未来稳定币市值或将对标比特币，成长空间巨大。当前他认为美股短期情绪偏热，继续上行空间有限，9月降息前或将迎来明显回调，并担忧美国经济可能步入滞胀。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q：请简单自我介绍一下~我1992年出生，今年33岁。14年美股投资交易经验。本科毕业于加州州立大学北岭分校，研究生毕业于加州大学尔湾分校。本科学习金融，研究生攻读会计，让我积攒了比较扎实的金融基础知识。现在是中文投资网的CEO，我们是一家服务于全球华人的投教平台。我们的愿景是希望每一位华人投资者都可以成为自己的基金经理。Q：聊聊您的投资背景吧","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450584400023696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443906977665912,"gmtCreate":1749398529993,"gmtModify":1749398531653,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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/443906977665912","repostId":"436736828870816","repostType":1,"repost":{"id":436736828870816,"gmtCreate":1747647828110,"gmtModify":1747647835196,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"279327367386116","idStr":"279327367386116"},"themes":[],"title":"10家有潜力翻倍的公司","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://laohu8.com/S/CDLR\">$Cadeler AS(CDLR)$</a> <a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> <a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> <a href=\"https://laohu8.com/S/TMDX\">$TransMedics Group Inc.(TMDX)$</a>","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://laohu8.com/S/CDLR\">$Cadeler AS(CDLR)$</a> <a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> <a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> <a href=\"https://laohu8.com/S/TMDX\">$TransMedics Group Inc.(TMDX)$</a>","text":"$Hims & Hers Health Inc.(HIMS)$ $AST SpaceMobile, Inc.(ASTS)$ $NEBIUS(NBIS)$ $SoFi Technologies Inc.(SOFI)$ $美国超微公司(AMD)$ $Robinhood(HOOD)$ $Cadeler AS(CDLR)$ $Oscar Health, Inc.(OSCR)$ $Lemonade, Inc.(LMND)$ $TransMedics Group Inc.(TMDX)$","images":[{"img":"https://static.tigerbbs.com/50ce6c25529e1b11d4d785690bfc2388","width":"838","height":"722"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436736828870816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417787585295024,"gmtCreate":1743040595089,"gmtModify":1743040597153,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417787585295024","repostId":"2522361495","repostType":2,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390139146605024,"gmtCreate":1736294539330,"gmtModify":1736294541084,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390139146605024","repostId":"1162991409","repostType":4,"isVote":1,"tweetType":1,"viewCount":3787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388618651140592,"gmtCreate":1735919399224,"gmtModify":1735919400783,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388618651140592","repostId":"386164383240392","repostType":1,"repost":{"id":386164383240392,"gmtCreate":1735288006031,"gmtModify":1745224527376,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191971567404220","idStr":"4191971567404220"},"themes":[],"title":"2025年AI行业展望：价值链与AI 发展四阶段明星股","htmlText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","listText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","text":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” 英文直播回放链接>>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， $纳斯达克100指数(NDX)$ 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， $标普500(.SPX)$ 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， $标普500(.SPX)$ 只上涨了24%。 $纳斯达克100指数(NDX)$ 在互联网泡沫期间回报率超过了1000%。而 $纳斯达克100指数(NDX)$ 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","images":[{"img":"https://static.tigerbbs.com/8c64bfdb1f5883ffc12330eccb83d758","width":"906","height":"463"},{"img":"https://static.tigerbbs.com/a7df5a964017f5ddcd612599ada8de2f","width":"1128","height":"612"},{"img":"https://static.tigerbbs.com/6a0c1e40b500f1f14be07fdbd1901ef6","width":"1114","height":"594"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386164383240392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386951907135968,"gmtCreate":1735515557493,"gmtModify":1735515561503,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[{"img":"https://static.tigerbbs.com/f047a7b02fb95c284c36b60fcf69944e","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386951907135968","isVote":1,"tweetType":1,"viewCount":3211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":384705375318568,"gmtCreate":1734962158438,"gmtModify":1734962160482,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384705375318568","repostId":"384747981631576","repostType":1,"repost":{"id":384747981631576,"gmtCreate":1734952000997,"gmtModify":1745224640966,"author":{"id":"1436866998000","authorId":"1436866998000","name":"然妈短线期权","avatar":"https://static.tigerbbs.com/03acd63f394134e53cb315da4b353c9a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"AI+SaaS走出底部, 三种模型SaaS 公司值得关注: NOW, HUBS, CRM","htmlText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","listText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","text":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 $英伟达(NVDA)$ 涨超3%，转跌为涨，收复失地； $特斯拉(TSLA)$ 逆市跌超3%，连续三天下跌。 $比特币(BTC.USD.CC)$ V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， $MicroStrategy(MSTR)$ 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 $西方石油(OXY)$ 、 $Sirius XM Holdings Inc.(SIRI)$ 和 $威瑞信(VRSN)$ 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","images":[{"img":"https://static.tigerbbs.com/d71ee4b17ccc4a50dcdf10581a2c9796","width":"1290","height":"1335"},{"img":"https://static.tigerbbs.com/8ae93d41a57534fac4ecad6265862f14","width":"1290","height":"1351"},{"img":"https://static.tigerbbs.com/7f638a104d1ada379caafafc0b650924","width":"1290","height":"1312"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384747981631576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382279629680872,"gmtCreate":1734361009354,"gmtModify":1734361010828,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"Cyberbeing","avatar":"https://static.tigerbbs.com/8839a68ca14fcc234d6f8ce2ef5c2066","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568978873871079","idStr":"3568978873871079"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382279629680872","repostId":"2491839916","repostType":2,"isVote":1,"tweetType":1,"viewCount":2633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}