时不我待2025的个人主页 - 老虎社区

时不我待2025

时不我待2025

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时不我待2025

02-04

[开心]

时不我待2025

01-29

$USA Rare Earth Inc.(USAR)$ 大坑啊我稀土再也不碰除非跌出翔……

时不我待2025

01-28

$USA Rare Earth Inc.(USAR)$ 昨天高位回落绿色幕布今天一定洗盘

时不我待2025

01-27

$USA Rare Earth Inc.(USAR)$ 我认为从技术形态上不太乐观

时不我待2025

01-27

$MP Materials Corp.(MP)$ 一下跌这么多

时不我待2025

01-26

$雷神技术公司(RTX)$ 国防概念etf重仓且优势稳健特朗普点名

时不我待2025

01-26

$MP Materials Corp.(MP)$ 目前是双底前高

时不我待2025

01-26

这篇文章不错，转发给大家看看

@价值投资为王:美欲强取格陵兰，全球秩序土崩瓦解，军工成为受益者？

时不我待2025

01-23

这篇文章不错，转发给大家看看

@价值投资为王:韩国股市涨疯了，散户如何布局？

时不我待2025

01-13

$苹果(AAPL)$ 200 的时候纠结半天半年过去都 260 了都觉得自己好笑哈哈哈😂

时不我待2025

01-13

这篇文章不错，转发给大家看看

@139号观察员:创富国际 ---【深度】Google夜袭4万亿！Siri牵手Gemini：这一夜，硅谷格局彻底变天

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不太乐观","listText":"<a href=\"https://laohu8.com/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> 我认为从技术形态上 不太乐观","text":"$USA Rare Earth Inc.(USAR)$ 我认为从技术形态上 不太乐观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526255966945576","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"domibest","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"content":"美股还有技术研究吗？不是川股吗？","text":"美股还有技术研究吗？不是川股吗？","html":"美股还有技术研究吗？不是川股吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525999027232840,"gmtCreate":1769469452451,"gmtModify":1769469454717,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a> 一下跌这么多","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a> 一下跌这么多","text":"$MP Materials Corp.(MP)$ 一下跌这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525999027232840","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525837654614312,"gmtCreate":1769404928437,"gmtModify":1769405849438,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$&nbsp;</a> 国防概念etf重仓 且优势稳健 特朗普点名","listText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$&nbsp;</a> 国防概念etf重仓 且优势稳健 特朗普点名","text":"$雷神技术公司(RTX)$ 国防概念etf重仓 且优势稳健 特朗普点名","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525837654614312","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526072193040456,"gmtCreate":1769404872881,"gmtModify":1769404874772,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a> 目前是双底前高","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a> 目前是双底前高","text":"$MP Materials Corp.(MP)$ 目前是双底前高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526072193040456","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525872052707888,"gmtCreate":1769404015571,"gmtModify":1769404017924,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"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/525872052707888","repostId":"524216817877048","repostType":1,"repost":{"id":524216817877048,"gmtCreate":1768987376490,"gmtModify":1768987414384,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"美欲强取格陵兰，全球秩序土崩瓦解，军工成为受益者？","htmlText":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 0.7%的跌幅：军工ETF的表现更是亮眼，其中， <a href=\"https://laohu8.com/S/SHLD\">$Global X Defense Tech ETF(SHLD)$</a> 年内涨超18.8%、 <a href=\"https://laohu8.com/S/XAR\">$SPDR S&amp;</a>","listText":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 0.7%的跌幅：军工ETF的表现更是亮眼，其中， <a href=\"https://laohu8.com/S/SHLD\">$Global X Defense Tech ETF(SHLD)$</a> 年内涨超18.8%、 <a href=\"https://laohu8.com/S/XAR\">$SPDR S&amp;</a>","text":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 $标普500(.SPX)$ 0.7%的跌幅：军工ETF的表现更是亮眼，其中， $Global X Defense Tech ETF(SHLD)$ 年内涨超18.8%、 $SPDR S&","images":[{"img":"https://static.tigerbbs.com/8aa5e36622f963c66b9058629b8c1f70","width":"792","height":"624"},{"img":"https://static.tigerbbs.com/9130a6c89db79bb34aa66b8ae6cfd9d2","width":"831","height":"161"},{"img":"https://static.tigerbbs.com/fc9386214dd3c4b3c72a4e06f6bdf564","width":"1392","height":"516"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524216817877048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524901850292256,"gmtCreate":1769177660435,"gmtModify":1769177662741,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524901850292256","repostId":"524763644551224","repostType":1,"repost":{"id":524763644551224,"gmtCreate":1769134700507,"gmtModify":1769413201492,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"韩国股市涨疯了，散户如何布局？","htmlText":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内涨超65%、规模最大的 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 上涨19%、港股 <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 大涨30%； <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","listText":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内涨超65%、规模最大的 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 上涨19%、港股 <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 大涨30%； <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","text":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 年内涨超65%、规模最大的 $韩国ETF-iShares MSCI(EWY)$ 上涨19%、港股 $南方两倍做多海力士(07709)$ 大涨30%； $Franklin FTSE South Korea ETF(FLKR)$ 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","images":[{"img":"https://static.tigerbbs.com/069ad3e6872a9710e98614f95502a49c","width":"519","height":"451"},{"img":"https://static.tigerbbs.com/b75992840a007ca886d46c63e638793b","width":"831","height":"193"},{"img":"https://static.tigerbbs.com/354884a9aafd21c1d047b1b5f172e28e","width":"831","height":"307"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524763644551224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521290153296336,"gmtCreate":1768301943775,"gmtModify":1768301945737,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 200 的时候纠结半天 半年过去都 260 了 都觉得自己好笑哈哈哈😂","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 200 的时候纠结半天 半年过去都 260 了 都觉得自己好笑哈哈哈😂","text":"$苹果(AAPL)$ 200 的时候纠结半天 半年过去都 260 了 都觉得自己好笑哈哈哈😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521290153296336","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521288732459024,"gmtCreate":1768301597419,"gmtModify":1768302176379,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"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/521288732459024","repostId":"521410522542608","repostType":1,"repost":{"id":521410522542608,"gmtCreate":1768272236249,"gmtModify":1768272724072,"author":{"id":"4229213627861820","authorId":"4229213627861820","name":"139号观察员","avatar":"https://static.tigerbbs.com/6e78ae815b219d8b94db327c56403667","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4229213627861820","authorIdStr":"4229213627861820"},"themes":[],"title":"创富国际 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一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 0.7%的跌幅：军工ETF的表现更是亮眼，其中， <a href=\"https://laohu8.com/S/SHLD\">$Global X Defense Tech ETF(SHLD)$</a> 年内涨超18.8%、 <a href=\"https://laohu8.com/S/XAR\">$SPDR S&amp;</a>","listText":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 0.7%的跌幅：军工ETF的表现更是亮眼，其中， <a href=\"https://laohu8.com/S/SHLD\">$Global X Defense Tech ETF(SHLD)$</a> 年内涨超18.8%、 <a href=\"https://laohu8.com/S/XAR\">$SPDR S&amp;</a>","text":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 $标普500(.SPX)$ 0.7%的跌幅：军工ETF的表现更是亮眼，其中， $Global X Defense Tech ETF(SHLD)$ 年内涨超18.8%、 $SPDR S&","images":[{"img":"https://static.tigerbbs.com/8aa5e36622f963c66b9058629b8c1f70","width":"792","height":"624"},{"img":"https://static.tigerbbs.com/9130a6c89db79bb34aa66b8ae6cfd9d2","width":"831","height":"161"},{"img":"https://static.tigerbbs.com/fc9386214dd3c4b3c72a4e06f6bdf564","width":"1392","height":"516"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524216817877048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524901850292256,"gmtCreate":1769177660435,"gmtModify":1769177662741,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571047325901465","idStr":"3571047325901465"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524901850292256","repostId":"524763644551224","repostType":1,"repost":{"id":524763644551224,"gmtCreate":1769134700507,"gmtModify":1769413201492,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"韩国股市涨疯了，散户如何布局？","htmlText":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内涨超65%、规模最大的 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 上涨19%、港股 <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 大涨30%； <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","listText":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内涨超65%、规模最大的 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 上涨19%、港股 <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 大涨30%； <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","text":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 年内涨超65%、规模最大的 $韩国ETF-iShares MSCI(EWY)$ 上涨19%、港股 $南方两倍做多海力士(07709)$ 大涨30%； $Franklin FTSE South Korea ETF(FLKR)$ 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","images":[{"img":"https://static.tigerbbs.com/069ad3e6872a9710e98614f95502a49c","width":"519","height":"451"},{"img":"https://static.tigerbbs.com/b75992840a007ca886d46c63e638793b","width":"831","height":"193"},{"img":"https://static.tigerbbs.com/354884a9aafd21c1d047b1b5f172e28e","width":"831","height":"307"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524763644551224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521290153296336,"gmtCreate":1768301943775,"gmtModify":1768301945737,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"时不我待2025","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571047325901465","idStr":"3571047325901465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 200 的时候纠结半天 半年过去都 260 了 都觉得自己好笑哈哈哈😂","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 200 的时候纠结半天 半年过去都 260 了 都觉得自己好笑哈哈哈😂","text":"$苹果(AAPL)$ 200 的时候纠结半天 半年过去都 260 了 都觉得自己好笑哈哈哈😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521290153296336","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}