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不做暴富的梦

不做暴富的梦

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不做暴富的梦

11-19

‌$小米集团-W(01810)$ ‌又可以加仓了，23倍pe稳得很

不做暴富的梦

11-15

‌$阿里巴巴(BABA)$ ‌白宫备忘录里认为阿里巴巴正在对中国军队进行帮助，股价下跌

不做暴富的梦

11-13

1

@空军大队长:为什么道琼斯不断创新高而纳斯达克不涨？

不做暴富的梦

11-12

‌$小米集团-W(01810)$ ‌再横盘横盘就会开启下一个主升浪。有业绩的公司不怕等

不做暴富的梦

11-05

$美国超微公司(AMD)$ 财报这么好大跌就好玩了

不做暴富的梦

10-31

‌$联合健康(UNH)$ ‌这么好的业绩一直跌真的无语，过两天换期权去了

不做暴富的梦

10-31

‌$泡泡玛特(09992)$ ‌gggggggggggggggggg

不做暴富的梦

10-29

$伯克希尔B(BRK.B)$ 天天跌啊我真服了

不做暴富的梦

10-29

$小米集团-W(01810)$ 50

不做暴富的梦

10-28

‌$联合健康(UNH)$ ‌不会高开低走了吧？？？？

不做暴富的梦

10-20

‌$甲骨文(ORCL)$ ‌整个半导体估值最贵的公司，60倍pe对应10%的净利润增长率，不知道怎么算出来的。必然跌回去

不做暴富的梦

10-16

$iShares Bitcoin Trust ETF(IBIT)$ 再跌我也要爆仓了

不做暴富的梦

10-14

‌$阿里巴巴-W(09988)$ ‌在跌20% 给我重新回到财报后的那一天，我要抄底

不做暴富的梦

10-14

‌$美图公司(01357)$ ‌纯炒作，业绩这么差价格这么高

不做暴富的梦

10-14

‌$小米集团-W(01810)$ ‌给散户表演一个中指

不做暴富的梦

10-14

‌$小米集团-W(01810)$ ‌25-30的pe是合理的，等风波过去应该会企稳。

不做暴富的梦

10-09

‌$联合健康(UNH)$ ‌不知不觉已经赚了这么多了。

不做暴富的梦

09-29

$联合健康(UNH)$ 晚上财报直接拉10%

不做暴富的梦

09-22

‌$迪士尼(DIS)$ ‌就你跌的莫名其妙的

不做暴富的梦

09-18

‌$纳斯达克(.IXIC)$ ‌今天这个走势封神了

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"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":10,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":501796853231840,"gmtCreate":1763516953631,"gmtModify":1763516955396,"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌又可以加仓了，23倍pe稳得很","listText":"‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌又可以加仓了，23倍pe稳得很","text":"‌$小米集团-W(01810)$ ‌又可以加仓了，23倍pe稳得很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/501796853231840","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500149131145976,"gmtCreate":1763147297081,"gmtModify":1763147298995,"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ &nbsp;</a>‌白宫备忘录里认为阿里巴巴正在对中国军队进行帮助，股价下跌","listText":"‌<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ &nbsp;</a>‌白宫备忘录里认为阿里巴巴正在对中国军队进行帮助，股价下跌","text":"‌$阿里巴巴(BABA)$ ‌白宫备忘录里认为阿里巴巴正在对中国军队进行帮助，股价下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/500149131145976","isVote":1,"tweetType":1,"viewCount":5908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"content":"1.要不是顶级企业，美国能看得上？2.阿里在没有有很大业务？所以这不是吓恐慌是啥","text":"1.要不是顶级企业，美国能看得上？2.阿里在没有有很大业务？所以这不是吓恐慌是啥","html":"1.要不是顶级企业，美国能看得上？2.阿里在没有有很大业务？所以这不是吓恐慌是啥"},{"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"content":"抄底的机会，事实上阿里巴巴与美国几乎是脱钩的","text":"抄底的机会，事实上阿里巴巴与美国几乎是脱钩的","html":"抄底的机会，事实上阿里巴巴与美国几乎是脱钩的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499779135164592,"gmtCreate":1763041450774,"gmtModify":1763041452624,"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499779135164592","repostId":"499635790590784","repostType":1,"repost":{"id":499635790590784,"gmtCreate":1763007072416,"gmtModify":1763132403672,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"为什么道琼斯不断创新高而纳斯达克不涨？","htmlText":"现在美股走势分化非常严重，就是代表传统产业的道琼斯不断上涨，而代表科技行业的纳斯达克不涨，特别是热门题材股反复下跌，这背后的原因是什么，第一个原因当然是纳斯达克今年涨得特别多，而道琼斯涨得少，现在补涨，资金去了道琼斯，那么纳斯达克这边的资金就少了，下跌也就正常了，像前两年这种二八分化也是这样，2023年开始的牛市就是七大科技股，中盘股就是横盘，而亏损严重的小盘股还跌了，一直到2024年下半年市场预期要降息了，那些亏损严重的小盘股就开始大涨了，那些几亿十几亿市值的小盘股都涨成了现在几十个一两百亿的中盘股了，而降息以后七大科技股反而没有涨多少，因为资金从大盘股分流到中小盘股了，而现在大盘股补涨以后，资金就会从中小盘股分流到大盘股，中小盘股就会反复下跌，那会一直跌吗，如果一直跌的话，就不是市场风格的转变了，而是整个基本面的改变。 美国股市的大周期表面上是按加息降息为主轴的，不是看经济好坏的，像2020年疫情美国经济不好，股市大涨，表面上看跟经济没有关系，只跟加息降息有关系，实际上利息的背后是经济，70年代美国的经济一直是滞涨，就是通胀上来了，但是工资没有上来，原因就是美国受到日本德国进口产品的冲击，而美国当时没有产业升级，导致失业率跟通胀双高，整个70年代股市横盘了十年没有上涨，最终是在里根上台以后，通过不断加息才结束通胀的，里根经济学就是大幅减税，放松管制，缩减联邦开支，当时是大获成功，但是布什继续用这个方法又失灵了，现在的特朗普继续用这个方法，还是失灵了，反而是克林顿搞产业升级，发展互联网，拜登搞产业升级，发展人工智能，这才解决了经济增长的问题，里根的方法是对付高通胀的，老布什的时候并没有高通胀，拜登也是通过不断加息把通胀压下来的，特朗普第二次上台的时候并没有高通胀，所以学里根那一套当然没有效果，导致跟老布什的结果一样，就算打赢了海湾战争，老布什还是输给了会搞经济的克林顿。","listText":"现在美股走势分化非常严重，就是代表传统产业的道琼斯不断上涨，而代表科技行业的纳斯达克不涨，特别是热门题材股反复下跌，这背后的原因是什么，第一个原因当然是纳斯达克今年涨得特别多，而道琼斯涨得少，现在补涨，资金去了道琼斯，那么纳斯达克这边的资金就少了，下跌也就正常了，像前两年这种二八分化也是这样，2023年开始的牛市就是七大科技股，中盘股就是横盘，而亏损严重的小盘股还跌了，一直到2024年下半年市场预期要降息了，那些亏损严重的小盘股就开始大涨了，那些几亿十几亿市值的小盘股都涨成了现在几十个一两百亿的中盘股了，而降息以后七大科技股反而没有涨多少，因为资金从大盘股分流到中小盘股了，而现在大盘股补涨以后，资金就会从中小盘股分流到大盘股，中小盘股就会反复下跌，那会一直跌吗，如果一直跌的话，就不是市场风格的转变了，而是整个基本面的改变。 美国股市的大周期表面上是按加息降息为主轴的，不是看经济好坏的，像2020年疫情美国经济不好，股市大涨，表面上看跟经济没有关系，只跟加息降息有关系，实际上利息的背后是经济，70年代美国的经济一直是滞涨，就是通胀上来了，但是工资没有上来，原因就是美国受到日本德国进口产品的冲击，而美国当时没有产业升级，导致失业率跟通胀双高，整个70年代股市横盘了十年没有上涨，最终是在里根上台以后，通过不断加息才结束通胀的，里根经济学就是大幅减税，放松管制，缩减联邦开支，当时是大获成功，但是布什继续用这个方法又失灵了，现在的特朗普继续用这个方法，还是失灵了，反而是克林顿搞产业升级，发展互联网，拜登搞产业升级，发展人工智能，这才解决了经济增长的问题，里根的方法是对付高通胀的，老布什的时候并没有高通胀，拜登也是通过不断加息把通胀压下来的，特朗普第二次上台的时候并没有高通胀，所以学里根那一套当然没有效果，导致跟老布什的结果一样，就算打赢了海湾战争，老布什还是输给了会搞经济的克林顿。","text":"现在美股走势分化非常严重，就是代表传统产业的道琼斯不断上涨，而代表科技行业的纳斯达克不涨，特别是热门题材股反复下跌，这背后的原因是什么，第一个原因当然是纳斯达克今年涨得特别多，而道琼斯涨得少，现在补涨，资金去了道琼斯，那么纳斯达克这边的资金就少了，下跌也就正常了，像前两年这种二八分化也是这样，2023年开始的牛市就是七大科技股，中盘股就是横盘，而亏损严重的小盘股还跌了，一直到2024年下半年市场预期要降息了，那些亏损严重的小盘股就开始大涨了，那些几亿十几亿市值的小盘股都涨成了现在几十个一两百亿的中盘股了，而降息以后七大科技股反而没有涨多少，因为资金从大盘股分流到中小盘股了，而现在大盘股补涨以后，资金就会从中小盘股分流到大盘股，中小盘股就会反复下跌，那会一直跌吗，如果一直跌的话，就不是市场风格的转变了，而是整个基本面的改变。 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