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10-22

我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的

2025-05-21

首日收58.8

10-27 19:09

② 算力成本与经营现金流能否改善这是我最关注的一环业绩即使再好现金流不足永远是一家企业的致命伤没有现金流导致资不抵债那家公司就很容易被投资者抛弃

10-27 16:21

我认为 $闪迪(SNDK)$ 会较好有多年期合约在手自然收入更稳定防御性会更强

10-27 16:16

D. 下跌5%—10% 在高速的AI发展与竞争推动下即使财报超预期但大幅增加的烧钱无可避免这种故事并不好去说服投资者相信会在高投资下必有高盈利反而竞争越大价格就会下跌收入减少盈利也会减少投资也会减少是一个恶性循环

10-27 02:56

$A博时港元(03152)$ 每天升一点点这个每天有成交流通性还可以但不会输的选择和定期没分别好处是一直放着很多年也行但要注意平台费要有免佣或现金券才买才是最好的选择当然直接买博时港玩货币基金是更好只是有现金券才买这个 [开心]

10-27 02:51

当大家都盲目看好盲目乐观估值时都是一个泡沫所以AI此类4倍却是最便宜的说法是混淆视听便宜的泡沫也是泡沫风险极高而随时爆破是不可触踫的继续空仓是最好的选择

10-27 02:11

肯定是自由现金流现金流越充足越给投资者信心该公司的稳健性即使负债也还得起这很重要

10-27 01:48

D. 下跌5%—10% 微软和同业一样若再出现盲目的大额投资反而会引发投资者对盈利的存疑但不大额投资又怕落后于同行是个两难的决定。无论如何要重拾投资者信心只能交出实质性利润才行那怕这是半年后或一年后的事

10-26 08:10

我不会追随指引所谓强劲AI需求并不可信更可能是一个泡沫当大家都盲目看好AI时只要出现一个逆转点比如政策收紧回报差于预期等都随时导致最终人踩人的情况

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好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 每天升一点点 这个每天有成交 流通性还可以&nbsp; 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个&nbsp;[开心]&nbsp;&nbsp;","text":"$A博时港元(03152)$ 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个 [开心]","images":[{"img":"https://community-static.tradeup.com/news/6a03850226adf19073390e2e4bbc05d4","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622658922533120","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622657883898232,"gmtCreate":1793040712386,"gmtModify":1793040718034,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","listText":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","text":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622657883898232","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622647683518592,"gmtCreate":1793038297374,"gmtModify":1793038303804,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"肯定是自由现金流 现金流越充足 越给投资者信心该公司的稳健性 即使负债也还得起 这很重要","listText":"肯定是自由现金流 现金流越充足 越给投资者信心该公司的稳健性 即使负债也还得起 这很重要","text":"肯定是自由现金流 现金流越充足 越给投资者信心该公司的稳健性 即使负债也还得起 这很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622647683518592","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622641911456672,"gmtCreate":1793036892238,"gmtModify":1793036897087,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"D. 下跌5%—10% 微软和同业一样 若再出现盲目的大额投资 反而会引发投资者对盈利的存疑 但不大额投资又怕落后于同行 是个两难的决定。无论如何 要重拾投资者信心 只能交出实质性利润才行 那怕这是半年后或一年后的事","listText":"D. 下跌5%—10% 微软和同业一样 若再出现盲目的大额投资 反而会引发投资者对盈利的存疑 但不大额投资又怕落后于同行 是个两难的决定。无论如何 要重拾投资者信心 只能交出实质性利润才行 那怕这是半年后或一年后的事","text":"D. 下跌5%—10% 微软和同业一样 若再出现盲目的大额投资 反而会引发投资者对盈利的存疑 但不大额投资又怕落后于同行 是个两难的决定。无论如何 要重拾投资者信心 只能交出实质性利润才行 那怕这是半年后或一年后的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622641911456672","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622321721315936,"gmtCreate":1792973450944,"gmtModify":1792973456225,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"我不会追随指引 所谓强劲AI需求并不可信 更可能是一个泡沫 当大家都盲目看好AI时 只要出现一个逆转点 比如政策收紧 回报差于预期等 都随时导致最终人踩人的情况","listText":"我不会追随指引 所谓强劲AI需求并不可信 更可能是一个泡沫 当大家都盲目看好AI时 只要出现一个逆转点 比如政策收紧 回报差于预期等 都随时导致最终人踩人的情况","text":"我不会追随指引 所谓强劲AI需求并不可信 更可能是一个泡沫 当大家都盲目看好AI时 只要出现一个逆转点 比如政策收紧 回报差于预期等 都随时导致最终人踩人的情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622321721315936","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621477374136560,"gmtCreate":1792749991974,"gmtModify":1792752916275,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"我的意见是 等待去风险停止扩散 AI投资太高了 风险也会高","listText":"我的意见是 等待去风险停止扩散 AI投资太高了 风险也会高","text":"我的意见是 等待去风险停止扩散 AI投资太高了 风险也会高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621477374136560","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621475285033200,"gmtCreate":1792749481939,"gmtModify":1792749486809,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"AI股波动太大，虽然高风险高回报，但自己一向稳阵，不会冒险抄底。","listText":"AI股波动太大，虽然高风险高回报，但自己一向稳阵，不会冒险抄底。","text":"AI股波动太大，虽然高风险高回报，但自己一向稳阵，不会冒险抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621475285033200","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621314013847896,"gmtCreate":1792716416676,"gmtModify":1792716422224,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"一天中东局势不稳定 美伊和胡塞沙特之战争未停 运油通道封闭 油价不可能大幅回落 只会维持高位 只要局势一直不稳油价肯定是反复向上 迟早冲破阻力 直到中东局势确实明朗化","listText":"一天中东局势不稳定 美伊和胡塞沙特之战争未停 运油通道封闭 油价不可能大幅回落 只会维持高位 只要局势一直不稳油价肯定是反复向上 迟早冲破阻力 直到中东局势确实明朗化","text":"一天中东局势不稳定 美伊和胡塞沙特之战争未停 运油通道封闭 油价不可能大幅回落 只会维持高位 只要局势一直不稳油价肯定是反复向上 迟早冲破阻力 直到中东局势确实明朗化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621314013847896","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621167265759528,"gmtCreate":1792680694497,"gmtModify":1792680699476,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"AI始终是个泡沫 无论是spaceX还是其他AI业务参与者，不断的大额投资会有很大风险。为了保持优势必然投资更多。但日后肯定更多的AI业务参与者，竞争会更激烈，到时候投资高，但是否能维持高利润成疑。投资者信心开始降低，就是泡沫开始爆破之时。","listText":"AI始终是个泡沫 无论是spaceX还是其他AI业务参与者，不断的大额投资会有很大风险。为了保持优势必然投资更多。但日后肯定更多的AI业务参与者，竞争会更激烈，到时候投资高，但是否能维持高利润成疑。投资者信心开始降低，就是泡沫开始爆破之时。","text":"AI始终是个泡沫 无论是spaceX还是其他AI业务参与者，不断的大额投资会有很大风险。为了保持优势必然投资更多。但日后肯定更多的AI业务参与者，竞争会更激烈，到时候投资高，但是否能维持高利润成疑。投资者信心开始降低，就是泡沫开始爆破之时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621167265759528","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620954063990816,"gmtCreate":1792628536938,"gmtModify":1792628542381,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的","listText":"我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的","text":"我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620954063990816","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620081791087024,"gmtCreate":1792417770859,"gmtModify":1792417776791,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"③ CapEx增长太快，未来利润率和自由现金流值得警惕 当大家都不甘落后各自疯狂投入资金 而无视利率上行的情况下 就应该担心现金流或收入是否支撑开支的问题 一旦其中一家企业资金链断裂破产 就会出现信心危机 没有人愿意再持续投入 继而出现骨牌效应","listText":"③ CapEx增长太快，未来利润率和自由现金流值得警惕 当大家都不甘落后各自疯狂投入资金 而无视利率上行的情况下 就应该担心现金流或收入是否支撑开支的问题 一旦其中一家企业资金链断裂破产 就会出现信心危机 没有人愿意再持续投入 继而出现骨牌效应","text":"③ CapEx增长太快，未来利润率和自由现金流值得警惕 当大家都不甘落后各自疯狂投入资金 而无视利率上行的情况下 就应该担心现金流或收入是否支撑开支的问题 一旦其中一家企业资金链断裂破产 就会出现信心危机 没有人愿意再持续投入 继而出现骨牌效应","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620081791087024","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437494335262752,"gmtCreate":1747820521896,"gmtModify":1747821678705,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"首日收58.8","listText":"首日收58.8","text":"首日收58.8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437494335262752","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257117821468728,"gmtCreate":1703813972965,"gmtModify":1703813973296,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"虎中豪杰","htmlText":"查看详情：<a href=\"https://tigr.link/5ICaWL\">虎中豪杰</a> 赢取最高$888大奖！","listText":"查看详情：<a href=\"https://tigr.link/5ICaWL\">虎中豪杰</a> 赢取最高$888大奖！","text":"查看详情：虎中豪杰 赢取最高$888大奖！","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257117821468728","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":620954063990816,"gmtCreate":1792628536938,"gmtModify":1792628542381,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的","listText":"我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的","text":"我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620954063990816","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437494335262752,"gmtCreate":1747820521896,"gmtModify":1747821678705,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"首日收58.8","listText":"首日收58.8","text":"首日收58.8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437494335262752","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622898118099368,"gmtCreate":1793099363672,"gmtModify":1793099369080,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"② 算力成本与经营现金流能否改善 这是我最关注的一环 业绩即使再好 现金流不足永远是一家企业的致命伤 没有现金流导致资不抵债 那家公司就很容易被投资者抛弃","listText":"② 算力成本与经营现金流能否改善 这是我最关注的一环 业绩即使再好 现金流不足永远是一家企业的致命伤 没有现金流导致资不抵债 那家公司就很容易被投资者抛弃","text":"② 算力成本与经营现金流能否改善 这是我最关注的一环 业绩即使再好 现金流不足永远是一家企业的致命伤 没有现金流导致资不抵债 那家公司就很容易被投资者抛弃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622898118099368","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622856503636160,"gmtCreate":1793089297806,"gmtModify":1793089303578,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"我认为<a href=\"https://ttm.financial/S/SNDK\"> $闪迪(SNDK)$ </a>会较好 有多年期合约在手 自然收入更稳定 防御性会更强","listText":"我认为<a href=\"https://ttm.financial/S/SNDK\"> $闪迪(SNDK)$ </a>会较好 有多年期合约在手 自然收入更稳定 防御性会更强","text":"我认为 $闪迪(SNDK)$ 会较好 有多年期合约在手 自然收入更稳定 防御性会更强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622856503636160","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622855742709904,"gmtCreate":1793089016344,"gmtModify":1793089023209,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"D. 下跌5%—10% 在高速的AI发展与竞争推动下 即使财报超预期 但大幅增加的烧钱无可避免 这种故事并不好去说服投资者相信会在高投资下必有高盈利 反而竞争越大 价格就会下跌 收入减少 盈利也会减少 投资也会减少 是一个恶性循环","listText":"D. 下跌5%—10% 在高速的AI发展与竞争推动下 即使财报超预期 但大幅增加的烧钱无可避免 这种故事并不好去说服投资者相信会在高投资下必有高盈利 反而竞争越大 价格就会下跌 收入减少 盈利也会减少 投资也会减少 是一个恶性循环","text":"D. 下跌5%—10% 在高速的AI发展与竞争推动下 即使财报超预期 但大幅增加的烧钱无可避免 这种故事并不好去说服投资者相信会在高投资下必有高盈利 反而竞争越大 价格就会下跌 收入减少 盈利也会减少 投资也会减少 是一个恶性循环","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622855742709904","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622658922533120,"gmtCreate":1793040965329,"gmtModify":1793040971259,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 每天升一点点 这个每天有成交 流通性还可以&nbsp; 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 每天升一点点 这个每天有成交 流通性还可以&nbsp; 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个&nbsp;[开心]&nbsp;&nbsp;","text":"$A博时港元(03152)$ 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个 [开心]","images":[{"img":"https://community-static.tradeup.com/news/6a03850226adf19073390e2e4bbc05d4","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622658922533120","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622657883898232,"gmtCreate":1793040712386,"gmtModify":1793040718034,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","listText":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","text":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622657883898232","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622647683518592,"gmtCreate":1793038297374,"gmtModify":1793038303804,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"肯定是自由现金流 现金流越充足 越给投资者信心该公司的稳健性 即使负债也还得起 这很重要","listText":"肯定是自由现金流 现金流越充足 越给投资者信心该公司的稳健性 即使负债也还得起 这很重要","text":"肯定是自由现金流 现金流越充足 越给投资者信心该公司的稳健性 即使负债也还得起 这很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622647683518592","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622641911456672,"gmtCreate":1793036892238,"gmtModify":1793036897087,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"D. 下跌5%—10% 微软和同业一样 若再出现盲目的大额投资 反而会引发投资者对盈利的存疑 但不大额投资又怕落后于同行 是个两难的决定。无论如何 要重拾投资者信心 只能交出实质性利润才行 那怕这是半年后或一年后的事","listText":"D. 下跌5%—10% 微软和同业一样 若再出现盲目的大额投资 反而会引发投资者对盈利的存疑 但不大额投资又怕落后于同行 是个两难的决定。无论如何 要重拾投资者信心 只能交出实质性利润才行 那怕这是半年后或一年后的事","text":"D. 下跌5%—10% 微软和同业一样 若再出现盲目的大额投资 反而会引发投资者对盈利的存疑 但不大额投资又怕落后于同行 是个两难的决定。无论如何 要重拾投资者信心 只能交出实质性利润才行 那怕这是半年后或一年后的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622641911456672","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622321721315936,"gmtCreate":1792973450944,"gmtModify":1792973456225,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"我不会追随指引 所谓强劲AI需求并不可信 更可能是一个泡沫 当大家都盲目看好AI时 只要出现一个逆转点 比如政策收紧 回报差于预期等 都随时导致最终人踩人的情况","listText":"我不会追随指引 所谓强劲AI需求并不可信 更可能是一个泡沫 当大家都盲目看好AI时 只要出现一个逆转点 比如政策收紧 回报差于预期等 都随时导致最终人踩人的情况","text":"我不会追随指引 所谓强劲AI需求并不可信 更可能是一个泡沫 当大家都盲目看好AI时 只要出现一个逆转点 比如政策收紧 回报差于预期等 都随时导致最终人踩人的情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622321721315936","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}