+关注
Arnold.Jin
暂无个人介绍
IP属地:0
20
关注
3
粉丝
1
主题
0
勋章
主贴
热门
Arnold.Jin
10-12
$英伟达(NVDA)$
Arnold.Jin
10-10
$英伟达(NVDA)$
潜力这么大
Arnold.Jin
09-15
$英伟达(NVDA)$
Arnold.Jin
09-09
$英伟达(NVDA)$
Arnold.Jin
08-14
$英伟达(NVDA)$
Arnold.Jin
07-20
$谷歌(GOOG)$
Arnold.Jin
07-14
$谷歌(GOOG)$
Arnold.Jin
07-13
$英伟达(NVDA)$
Arnold.Jin
07-06
$谷歌(GOOG)$
Arnold.Jin
07-02
$谷歌(GOOG)$
不容易,居然涨了!
Arnold.Jin
06-22
$谷歌(GOOG)$
Arnold.Jin
06-15
$谷歌(GOOG)$
Arnold.Jin
06-02
$英伟达(NVDA)$
Arnold.Jin
05-25
$谷歌(GOOG)$
Arnold.Jin
05-18
$英伟达(NVDA)$
快回去了
Arnold.Jin
05-14
这篇文章不错,转发给大家看看
@宏观姐夫:美国参议院以54票对45票批准沃什出任美联储主席,投资者要紧盯这5个时间点
Arnold.Jin
05-12
$NVDA 20270115 200.0 CALL$
Arnold.Jin
05-11
$谷歌(GOOG)$
Arnold.Jin
05-07
这篇文章不错,转发给大家看看
@AaronHy:分享下现在的持仓情况[正经] 昨天
$美国超微公司(AMD)$
2w多刀买了20手
$AMD 20260508 355.0 CALL$
赚了10w多美金 还留10手 看看有没有股价到450的机会
$英特尔(INTC)$
拿着1万多股 回调就陆续补仓 目前还看涨 没有明显降温回踩信号
$Palantir Technologies Inc.(PLTR)$
还有点下探空间 135put的期权卖一点 拿盈利玩到行权日
$CoreWeave, Inc.(CRWV)$
看睡的早不早 睡得早就不做 做的话会实盘分享 amd后 现在也没有什么特别好的标的做期权 做也是几百一两千刀随便玩玩 不要盲目跟 好运常在
Arnold.Jin
05-06
$SMCI 20270115 40.0 CALL$
厉害👍🏻
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4097891478270120","uuid":"4097891478270120","gmtCreate":1634788411710,"gmtModify":1749004346220,"name":"Arnold.Jin","pinyin":"arnoldjinarnoldjin","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":20,"tweetSize":44,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.08","exceedPercentage":"80.26%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.02","exceedPercentage":"93.74%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":11,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":617441826419360,"gmtCreate":1791761834327,"gmtModify":1791761837282,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/5de3e0fe201f75f6a5ca7c9eb3b5eb8c","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617441826419360","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":616841793228928,"gmtCreate":1791615298769,"gmtModify":1791615301635,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 潜力这么大","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 潜力这么大","text":"$英伟达(NVDA)$ 潜力这么大","images":[{"img":"https://static.tigerbbs.com/08c7e0a4aa37d5e063867837c2864c78","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616841793228928","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":608055382135952,"gmtCreate":1789474607719,"gmtModify":1789549171674,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/a68bc6dfcf3eedf3263542ab23aa1190","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608055382135952","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":605634962322608,"gmtCreate":1788897122904,"gmtModify":1788897126207,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/3be7f70d002bd21c21864bdf5a5964ea","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605634962322608","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596588789973792,"gmtCreate":1786669689533,"gmtModify":1786669701443,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/d37672740a2580b6a82be720111fa433","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596588789973792","isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":587871334724360,"gmtCreate":1784554706806,"gmtModify":1784554718848,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/aa9731d8f74c1a0890ec3971b8ff5eec","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587871334724360","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585762930635752,"gmtCreate":1784040044007,"gmtModify":1784040055753,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/e76c1f42b2acf6518a07deaf200f1e20","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585762930635752","isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585256286003224,"gmtCreate":1783914932575,"gmtModify":1783914934968,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/2a19c7a752be6bff8946fdc3e173a851","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585256286003224","isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582741721309512,"gmtCreate":1783302357046,"gmtModify":1783302369365,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/abe867a0d7567d7ac8a216568ebf09cf","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582741721309512","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581303676125360,"gmtCreate":1782949926828,"gmtModify":1782949930257,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 不容易,居然涨了!","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 不容易,居然涨了!","text":"$谷歌(GOOG)$ 不容易,居然涨了!","images":[{"img":"https://static.tigerbbs.com/4a3faf8639cd14a21660cd1f1cc9a006","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581303676125360","isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":577860991044048,"gmtCreate":1782102896433,"gmtModify":1782104271197,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/f7fda4a21c3a09ace116cc38fafa6286","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/577860991044048","isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575409022199760,"gmtCreate":1781494618480,"gmtModify":1781497047073,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/d6100940e2f461ff35c21440eee7d8f4","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575409022199760","isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570723421405248,"gmtCreate":1780340972828,"gmtModify":1780346928714,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/1e52eae5fd9e53813c32c958c0a1a912","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570723421405248","isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":567887219923824,"gmtCreate":1779682084912,"gmtModify":1779685723474,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/341086da32311b660a9fc28cbd0565f4","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567887219923824","isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565536312950864,"gmtCreate":1779104798824,"gmtModify":1779104810968,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 快回去了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 快回去了","text":"$英伟达(NVDA)$ 快回去了","images":[{"img":"https://static.tigerbbs.com/bcb3de3193ec4ae12e426ef0a3f8050b","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565536312950864","isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":564040906614776,"gmtCreate":1778739690931,"gmtModify":1778739693089,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"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/564040906614776","repostId":"564101877719384","repostType":1,"repost":{"id":564101877719384,"gmtCreate":1778731635517,"gmtModify":1778738153673,"author":{"id":"4240127339965010","authorId":"4240127339965010","name":"宏观姐夫","avatar":"https://static.tigerbbs.com/786901ed7d73568418b065fbd21e071d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4240127339965010","authorIdStr":"4240127339965010"},"themes":[],"title":"美国参议院以54票对45票批准沃什出任美联储主席,投资者要紧盯这5个时间点","htmlText":"5月13日,美国参议院以54票对45票确认凯文·沃什出任下一任美联储主席。鲍威尔的主席任期将在5月15日结束,全球市场也将正式进入“沃什时代”。 市场真正关心的,不只是沃什会不会更快降息,而是他会不会顶住特朗普的宽松压力,会不会把通胀重新放回政策优先级,又能不能在美联储内部分歧加大的背景下,建立自己的政策权威。 所以,沃什上任后的前100天,不只是一次职位交接,更是市场重新理解美联储政策方向的过程。真正值得盯的,是下面5个时间点。 1、5月15日:正式接棒,市场开始给“沃什框架”定价 5月15日,鲍威尔的主席任期结束,沃什正式接棒。 这个节点本身未必立刻带来剧烈波动,但从这一天开始,市场看待美联储的方式会发生变化。过去大家问的是:鲍威尔会不会转鸽。接下来要问的是:沃什到底会把美联储往哪里带。 他面前的环境并不轻松。 一边是特朗普希望更低利率;另一边是美国通胀压力重新抬头,美联储内部也已经出现更偏鹰的声音。沃什此前在参议院听证会上强调,美联储需要维护货币政策独立性,同时也承认通胀是央行必须正面应对的问题。 所以,5月15日之后,市场最先交易的,可能不是“马上降息”,而是: 沃什会不会成为一个更容易被政治影响的主席,还是一个更强调通胀纪律的主席。 如果市场更相信后者,美元和短端美债收益率容易获得支撑;如果市场更担心前者,长期通胀预期和黄金的避险定价反而可能上升。 2、上任后的首次公开讲话:市场听他先讲通胀,还是先讲增长 沃什上任后,第一次公开讲话会非常重要。 时间现在还没有确定,但这个节点一定会被市场盯住。因为一位新主席的第一次发声,往往不是普通讲话,而是在主动告诉市场:未来一段时间,什么是美联储最在意的矛盾。 市场会重点听两类表述。 如果沃什一上来就强调通胀风险、价格稳定和政策克制,市场会把他理解为偏鹰的新主席。2年期美债收益率和美元可能偏强,纳指等长久期资产会承受一些压力。","listText":"5月13日,美国参议院以54票对45票确认凯文·沃什出任下一任美联储主席。鲍威尔的主席任期将在5月15日结束,全球市场也将正式进入“沃什时代”。 市场真正关心的,不只是沃什会不会更快降息,而是他会不会顶住特朗普的宽松压力,会不会把通胀重新放回政策优先级,又能不能在美联储内部分歧加大的背景下,建立自己的政策权威。 所以,沃什上任后的前100天,不只是一次职位交接,更是市场重新理解美联储政策方向的过程。真正值得盯的,是下面5个时间点。 1、5月15日:正式接棒,市场开始给“沃什框架”定价 5月15日,鲍威尔的主席任期结束,沃什正式接棒。 这个节点本身未必立刻带来剧烈波动,但从这一天开始,市场看待美联储的方式会发生变化。过去大家问的是:鲍威尔会不会转鸽。接下来要问的是:沃什到底会把美联储往哪里带。 他面前的环境并不轻松。 一边是特朗普希望更低利率;另一边是美国通胀压力重新抬头,美联储内部也已经出现更偏鹰的声音。沃什此前在参议院听证会上强调,美联储需要维护货币政策独立性,同时也承认通胀是央行必须正面应对的问题。 所以,5月15日之后,市场最先交易的,可能不是“马上降息”,而是: 沃什会不会成为一个更容易被政治影响的主席,还是一个更强调通胀纪律的主席。 如果市场更相信后者,美元和短端美债收益率容易获得支撑;如果市场更担心前者,长期通胀预期和黄金的避险定价反而可能上升。 2、上任后的首次公开讲话:市场听他先讲通胀,还是先讲增长 沃什上任后,第一次公开讲话会非常重要。 时间现在还没有确定,但这个节点一定会被市场盯住。因为一位新主席的第一次发声,往往不是普通讲话,而是在主动告诉市场:未来一段时间,什么是美联储最在意的矛盾。 市场会重点听两类表述。 如果沃什一上来就强调通胀风险、价格稳定和政策克制,市场会把他理解为偏鹰的新主席。2年期美债收益率和美元可能偏强,纳指等长久期资产会承受一些压力。","text":"5月13日,美国参议院以54票对45票确认凯文·沃什出任下一任美联储主席。鲍威尔的主席任期将在5月15日结束,全球市场也将正式进入“沃什时代”。 市场真正关心的,不只是沃什会不会更快降息,而是他会不会顶住特朗普的宽松压力,会不会把通胀重新放回政策优先级,又能不能在美联储内部分歧加大的背景下,建立自己的政策权威。 所以,沃什上任后的前100天,不只是一次职位交接,更是市场重新理解美联储政策方向的过程。真正值得盯的,是下面5个时间点。 1、5月15日:正式接棒,市场开始给“沃什框架”定价 5月15日,鲍威尔的主席任期结束,沃什正式接棒。 这个节点本身未必立刻带来剧烈波动,但从这一天开始,市场看待美联储的方式会发生变化。过去大家问的是:鲍威尔会不会转鸽。接下来要问的是:沃什到底会把美联储往哪里带。 他面前的环境并不轻松。 一边是特朗普希望更低利率;另一边是美国通胀压力重新抬头,美联储内部也已经出现更偏鹰的声音。沃什此前在参议院听证会上强调,美联储需要维护货币政策独立性,同时也承认通胀是央行必须正面应对的问题。 所以,5月15日之后,市场最先交易的,可能不是“马上降息”,而是: 沃什会不会成为一个更容易被政治影响的主席,还是一个更强调通胀纪律的主席。 如果市场更相信后者,美元和短端美债收益率容易获得支撑;如果市场更担心前者,长期通胀预期和黄金的避险定价反而可能上升。 2、上任后的首次公开讲话:市场听他先讲通胀,还是先讲增长 沃什上任后,第一次公开讲话会非常重要。 时间现在还没有确定,但这个节点一定会被市场盯住。因为一位新主席的第一次发声,往往不是普通讲话,而是在主动告诉市场:未来一段时间,什么是美联储最在意的矛盾。 市场会重点听两类表述。 如果沃什一上来就强调通胀风险、价格稳定和政策克制,市场会把他理解为偏鹰的新主席。2年期美债收益率和美元可能偏强,纳指等长久期资产会承受一些压力。","images":[{"img":"https://static.tigerbbs.com/1f3248156fb84ea77888b7d9997bea27","width":"1672","height":"941"},{"img":"https://static.tigerbbs.com/a9200e3553345f148d4dc2733fd63dc9","width":"1672","height":"941"},{"img":"https://static.tigerbbs.com/85eb31e1443241efd2b535c0d20e98ff","width":"1672","height":"941"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564101877719384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563444138338088,"gmtCreate":1778593994969,"gmtModify":1778595903510,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20270115 200.0 CALL\">$NVDA 20270115 200.0 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20270115 200.0 CALL\">$NVDA 20270115 200.0 CALL$ </a> ","text":"$NVDA 20270115 200.0 CALL$","images":[{"img":"https://static.tigerbbs.com/e94975bf440652aac78facefbe13f44c","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563444138338088","isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":562895661011472,"gmtCreate":1778454250695,"gmtModify":1778454262663,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/9ffe48bbc09f0e2573ff83c0802dfe6b","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562895661011472","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561633180211064,"gmtCreate":1778149252147,"gmtModify":1778149254247,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"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/561633180211064","repostId":"561539606017736","repostType":1,"repost":{"id":561539606017736,"gmtCreate":1778126393671,"gmtModify":1778130600192,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586347563730096","authorIdStr":"3586347563730096"},"themes":[],"title":"","htmlText":"分享下现在的持仓情况[正经] 昨天<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 2w多刀买了20手 <a href=\"https://laohu8.com/OPT/AMD 20260508 355.0 CALL\">$AMD 20260508 355.0 CALL$ </a> 赚了10w多美金 还留10手 看看有没有股价到450的机会 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 拿着1万多股 回调就陆续补仓 目前还看涨 没有明显降温回踩信号 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 还有点下探空间 135put的期权卖一点 拿盈利玩到行权日 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 看睡的早不早 睡得早就不做 做的话会实盘分享 amd后 现在也没有什么特别好的标的做期权 做也是几百一两千刀随便玩玩 不要盲目跟 好运常在","listText":"分享下现在的持仓情况[正经] 昨天<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 2w多刀买了20手 <a href=\"https://laohu8.com/OPT/AMD 20260508 355.0 CALL\">$AMD 20260508 355.0 CALL$ </a> 赚了10w多美金 还留10手 看看有没有股价到450的机会 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 拿着1万多股 回调就陆续补仓 目前还看涨 没有明显降温回踩信号 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 还有点下探空间 135put的期权卖一点 拿盈利玩到行权日 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 看睡的早不早 睡得早就不做 做的话会实盘分享 amd后 现在也没有什么特别好的标的做期权 做也是几百一两千刀随便玩玩 不要盲目跟 好运常在","text":"分享下现在的持仓情况[正经] 昨天$美国超微公司(AMD)$ 2w多刀买了20手 $AMD 20260508 355.0 CALL$ 赚了10w多美金 还留10手 看看有没有股价到450的机会 $英特尔(INTC)$ 拿着1万多股 回调就陆续补仓 目前还看涨 没有明显降温回踩信号 $Palantir Technologies Inc.(PLTR)$ 还有点下探空间 135put的期权卖一点 拿盈利玩到行权日 $CoreWeave, Inc.(CRWV)$ 看睡的早不早 睡得早就不做 做的话会实盘分享 amd后 现在也没有什么特别好的标的做期权 做也是几百一两千刀随便玩玩 不要盲目跟 好运常在","images":[{"img":"https://static.tigerbbs.com/47b676fe2f65cc90bada0b1e5ebe87eb","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561539606017736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561330035418192,"gmtCreate":1778075167330,"gmtModify":1778075179677,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097891478270120","authorIdStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SMCI 20270115 40.0 CALL\">$SMCI 20270115 40.0 CALL$ </a> 厉害👍🏻","listText":"<a href=\"https://laohu8.com/OPT/SMCI 20270115 40.0 CALL\">$SMCI 20270115 40.0 CALL$ </a> 厉害👍🏻","text":"$SMCI 20270115 40.0 CALL$ 厉害👍🏻","images":[{"img":"https://static.tigerbbs.com/1e517f3e1369003314d23e5d7641bc29","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561330035418192","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":608055382135952,"gmtCreate":1789474607719,"gmtModify":1789549171674,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/a68bc6dfcf3eedf3263542ab23aa1190","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608055382135952","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368647937003656,"gmtCreate":1731039621492,"gmtModify":1731041951245,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$ </a><v-v data-views=\"0\"></v-v> 厉害👍","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$ </a><v-v data-views=\"0\"></v-v> 厉害👍","text":"$嘉楠科技(CAN)$ 厉害👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368647937003656","isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617441826419360,"gmtCreate":1791761834327,"gmtModify":1791761837282,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/5de3e0fe201f75f6a5ca7c9eb3b5eb8c","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617441826419360","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":577860991044048,"gmtCreate":1782102896433,"gmtModify":1782104271197,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/f7fda4a21c3a09ace116cc38fafa6286","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/577860991044048","isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565536312950864,"gmtCreate":1779104798824,"gmtModify":1779104810968,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 快回去了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 快回去了","text":"$英伟达(NVDA)$ 快回去了","images":[{"img":"https://static.tigerbbs.com/bcb3de3193ec4ae12e426ef0a3f8050b","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565536312950864","isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":451579878142456,"gmtCreate":1751275144808,"gmtModify":1751276575163,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","text":"$Circle Internet Corp.(CRCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451579878142456","repostId":"1185096111","repostType":2,"repost":{"id":"1185096111","kind":"news","pubTimestamp":1751274027,"share":"https://www.laohunote.com/m/news/1185096111?lang=zh_CN&edition=full","pubTime":"2025-06-30 17:00","market":"us","language":"zh","title":"高盛首次覆盖Circle,直接砸盘:给出暴跌54%的看空信号!","url":"https://stock-news.laohu8.com/highlight/detail?id=1185096111","media":"口罩哥研报60秒","summary":"首次覆盖!一盆冷水!","content":"<html><head></head><body><p><strong>首次覆盖!一盆冷水!</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcae9242c0bd50b53c044b4ea30b417\" title=\"\" tg-width=\"1080\" tg-height=\"992\"/></p><p style=\"text-align: left;\"><strong>2025年6月30日,高盛首次覆盖全球第二大稳定币发行商Circle Internet Group(CRCL),给予“中性”评级,目标价83美元,较当前180.43美元市价有54%的潜在下跌空间。</strong></p><p style=\"text-align: left;\">高盛指出,Circle旗下稳定币USDC预计2024-2027年间复合年均增长率(CAGR)高达40%,但股价估值已明显过高。</p><p style=\"text-align: left;\">高盛认为,CRCL是当前市场上唯一的纯加密原生上市公司,其最大卖点在于业务增长不直接受加密货币波动影响,具有极强的市场独特性。<u>“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”(CRCL是公开市场中独一无二的资产,作为唯一纯加密原生公司,其有潜力从向庞大的现有法币市场扩张中获得上行空间)。</u></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e8ecaa0705bf4818a9e0e1ebce02bc\" title=\"\" tg-width=\"1080\" tg-height=\"883\"/></p><p style=\"text-align: left;\">但报告同时警告,尽管USDC的市场占有率因全球稳定币监管趋严而持续上升,<u>但未来收益率可能受到美联储降息、替代品竞争(如有息代币化货币基金)及对合作平台的高额激励费用挤压,CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。</u></p><p style=\"text-align: left;\">高盛明确强调,当前145倍的前瞻市盈率(NTM P/E)大幅超过同行平均的35倍,即使Circle的业绩增速远高于其他支付巨头和券商,也难以支撑目前估值。</p></body></html>","source":"lsy1751274080750","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>高盛首次覆盖Circle,直接砸盘:给出暴跌54%的看空信号!</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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高盛首次覆盖Circle,直接砸盘:给出暴跌54%的看空信号!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 17:00 北京时间 <a href=https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A><strong>口罩哥研报60秒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>首次覆盖!一盆冷水!2025年6月30日,高盛首次覆盖全球第二大稳定币发行商Circle Internet Group(CRCL),给予“中性”评级,目标价83美元,较当前180.43美元市价有54%的潜在下跌空间。高盛指出,Circle旗下稳定币USDC预计2024-2027年间复合年均增长率(CAGR)高达40%,但股价估值已明显过高。高盛认为,CRCL是当前市场上唯一的纯加密原生上市公司,其...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/49b0fe58ba5359a9110f35b14f9829f5","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185096111","content_text":"首次覆盖!一盆冷水!2025年6月30日,高盛首次覆盖全球第二大稳定币发行商Circle Internet Group(CRCL),给予“中性”评级,目标价83美元,较当前180.43美元市价有54%的潜在下跌空间。高盛指出,Circle旗下稳定币USDC预计2024-2027年间复合年均增长率(CAGR)高达40%,但股价估值已明显过高。高盛认为,CRCL是当前市场上唯一的纯加密原生上市公司,其最大卖点在于业务增长不直接受加密货币波动影响,具有极强的市场独特性。“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”(CRCL是公开市场中独一无二的资产,作为唯一纯加密原生公司,其有潜力从向庞大的现有法币市场扩张中获得上行空间)。但报告同时警告,尽管USDC的市场占有率因全球稳定币监管趋严而持续上升,但未来收益率可能受到美联储降息、替代品竞争(如有息代币化货币基金)及对合作平台的高额激励费用挤压,CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。高盛明确强调,当前145倍的前瞻市盈率(NTM P/E)大幅超过同行平均的35倍,即使Circle的业绩增速远高于其他支付巨头和券商,也难以支撑目前估值。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582741721309512,"gmtCreate":1783302357046,"gmtModify":1783302369365,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/abe867a0d7567d7ac8a216568ebf09cf","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582741721309512","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570723421405248,"gmtCreate":1780340972828,"gmtModify":1780346928714,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/1e52eae5fd9e53813c32c958c0a1a912","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570723421405248","isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":560883545662688,"gmtCreate":1777966244954,"gmtModify":1777966248206,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 牛掰","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 牛掰","text":"$谷歌(GOOG)$ 牛掰","images":[{"img":"https://static.tigerbbs.com/19a74062d29cb5919443e81845ef379f","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560883545662688","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":558992584860008,"gmtCreate":1777504576498,"gmtModify":1777504588250,"author":{"id":"4097891478270120","authorId":"4097891478270120","name":"Arnold.Jin","avatar":"https://static.tigerbbs.com/76ea1be6f7965bb9df5dfa71ef63ae92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097891478270120","idStr":"4097891478270120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/2139c44073125b1e16c218201e04f248","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558992584860008","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}