Doge DuoDuo的个人主页 - 老虎社区

Doge DuoDuo

Doge DuoDuo

暂无个人介绍

IP属地：广东

52关注

0粉丝

5主题

0勋章

04-05

$谷歌(GOOG)$ 看多看多看多

04-03

川普一定在炒股

04-02

$Meta Platforms, Inc.(META)$

03-14

赞👍

@陈达美股投资:一个科技股的伏线千里：为什么我坚定长期投资阿里？

02-15

$纳斯达克(.IXIC)$ [愤怒]

02-06

ali涨幅保持延续[得意]

02-03

6个元宝 66大顺

01-30

💰

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4185025077822172","uuid":"4185025077822172","gmtCreate":1721921932666,"gmtModify":1738582109321,"name":"Doge DuoDuo","pinyin":"dogeduoduodogeduoduo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hatId":"shopping-fd556ad1f8a0f9099df9398fe69bf93e","hatName":"2025新年头像框","vip":1,"status":2,"fanSize":0,"headSize":52,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":5,"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":"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,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.15","exceedPercentage":"80.40%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.14","exceedPercentage":"60.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"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,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":25,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":420886116631184,"gmtCreate":1743786342317,"gmtModify":1743786343580,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看多看多看多","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看多看多看多","text":"$谷歌(GOOG)$ 看多看多看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420886116631184","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420497826935048,"gmtCreate":1743691372416,"gmtModify":1743691374533,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"川普一定在炒股","listText":"川普一定在炒股","text":"川普一定在炒股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420497826935048","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419810811973928,"gmtCreate":1743524146842,"gmtModify":1743524147878,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419810811973928","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413428031087000,"gmtCreate":1741964139294,"gmtModify":1741964141073,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413428031087000","repostId":"413354599424024","repostType":1,"repost":{"id":413354599424024,"gmtCreate":1741946048899,"gmtModify":1742188630479,"author":{"id":"115535245075020","authorId":"115535245075020","name":"陈达美股投资","avatar":"https://static.tigerbbs.com/93c77cdf64a6c2c4355eb691def79ccf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"115535245075020","authorIdStr":"115535245075020"},"themes":[],"title":"一个科技股的伏线千里：为什么我坚定长期投资阿里？","htmlText":"1. 开门见山：秀玉初成，宜待凤凰 既然千捶百踹后吃上了席，那就让我用三句话来开宗明义—— 我认为，阿里巴巴的投资逻辑如芙蓉出水逐渐清晰。这里有个本质切换，过去阿里一度贬为芒格老爷子口里的零售商(老头手机脸），而此时阿里科技属性大爆发，甚至有机会问鼎蓝星AI扛把子；而市场目前是将信将疑，似乎还是不愿一次性毫无保留地全信。所以即使阿里股价已经如愿翻倍，仍蕴含着胜率很高的投资机会。 阿里这个股票啊，我希望诸君的无情铁手可以牢牢拿住。 拼多多市值一度超越阿里，大家以为这是两个纯电商之间PK，进入互殴模式，一时段子满天飞，疯狂看衰阿里，一张张可爱嘟嘟的嘴为什么能讲出如此冷酷的话。但现在大家知道，这些观点错得有多离谱。拼多多科技基因不提也罢，而阿里却已充分证明自己Qwen大模型，于是——风樯阵马，两者市值交错调换并且重新拉开差距。 就像Meta一样，阿里AI大模型一开始就开源，自研Qwen并将其生态化，所以业内许多学术研究、行业应用，你追根问底都基于Qwen模型，DeepSeek就有用Qwen蒸馏的模型，Manus也与官宣Qwen合作。你看一眼Huggingface的开源大模型榜单，全球Top10开源大模型，10/10都是基于Qwen，这很能说明问题。 在货币化上，阿里自己的AI可以直接支持自己的云计算。阿里云可以捆绑自己的AI模型，这一个bundle是一个强正循环，道理很直观，一旦某家用了阿里开源模型，就极可能直接选择付费接入阿里云服务，这也是开源生态在商业逻辑上的最大优势之一。云计算与AI两项都强的，即使放眼全球也很少见，云计算老二微软要加上体外的OpenAI才能算一家，老三Google算一家，第四就是阿里。 在财务角度，阿里CapEx（资本开支）需要用钱，而阿里的FCF（现金流）又不缺，股东回报上一直领先中概股，股东们也不着急，股价势头正劲，我们股东也都愿意两眼一闭，喊出长期主","listText":"1. 开门见山：秀玉初成，宜待凤凰 既然千捶百踹后吃上了席，那就让我用三句话来开宗明义—— 我认为，阿里巴巴的投资逻辑如芙蓉出水逐渐清晰。这里有个本质切换，过去阿里一度贬为芒格老爷子口里的零售商(老头手机脸），而此时阿里科技属性大爆发，甚至有机会问鼎蓝星AI扛把子；而市场目前是将信将疑，似乎还是不愿一次性毫无保留地全信。所以即使阿里股价已经如愿翻倍，仍蕴含着胜率很高的投资机会。 阿里这个股票啊，我希望诸君的无情铁手可以牢牢拿住。 拼多多市值一度超越阿里，大家以为这是两个纯电商之间PK，进入互殴模式，一时段子满天飞，疯狂看衰阿里，一张张可爱嘟嘟的嘴为什么能讲出如此冷酷的话。但现在大家知道，这些观点错得有多离谱。拼多多科技基因不提也罢，而阿里却已充分证明自己Qwen大模型，于是——风樯阵马，两者市值交错调换并且重新拉开差距。 就像Meta一样，阿里AI大模型一开始就开源，自研Qwen并将其生态化，所以业内许多学术研究、行业应用，你追根问底都基于Qwen模型，DeepSeek就有用Qwen蒸馏的模型，Manus也与官宣Qwen合作。你看一眼Huggingface的开源大模型榜单，全球Top10开源大模型，10/10都是基于Qwen，这很能说明问题。 在货币化上，阿里自己的AI可以直接支持自己的云计算。阿里云可以捆绑自己的AI模型，这一个bundle是一个强正循环，道理很直观，一旦某家用了阿里开源模型，就极可能直接选择付费接入阿里云服务，这也是开源生态在商业逻辑上的最大优势之一。云计算与AI两项都强的，即使放眼全球也很少见，云计算老二微软要加上体外的OpenAI才能算一家，老三Google算一家，第四就是阿里。 在财务角度，阿里CapEx（资本开支）需要用钱，而阿里的FCF（现金流）又不缺，股东回报上一直领先中概股，股东们也不着急，股价势头正劲，我们股东也都愿意两眼一闭，喊出长期主","text":"1. 开门见山：秀玉初成，宜待凤凰 既然千捶百踹后吃上了席，那就让我用三句话来开宗明义—— 我认为，阿里巴巴的投资逻辑如芙蓉出水逐渐清晰。这里有个本质切换，过去阿里一度贬为芒格老爷子口里的零售商(老头手机脸），而此时阿里科技属性大爆发，甚至有机会问鼎蓝星AI扛把子；而市场目前是将信将疑，似乎还是不愿一次性毫无保留地全信。所以即使阿里股价已经如愿翻倍，仍蕴含着胜率很高的投资机会。 阿里这个股票啊，我希望诸君的无情铁手可以牢牢拿住。 拼多多市值一度超越阿里，大家以为这是两个纯电商之间PK，进入互殴模式，一时段子满天飞，疯狂看衰阿里，一张张可爱嘟嘟的嘴为什么能讲出如此冷酷的话。但现在大家知道，这些观点错得有多离谱。拼多多科技基因不提也罢，而阿里却已充分证明自己Qwen大模型，于是——风樯阵马，两者市值交错调换并且重新拉开差距。 就像Meta一样，阿里AI大模型一开始就开源，自研Qwen并将其生态化，所以业内许多学术研究、行业应用，你追根问底都基于Qwen模型，DeepSeek就有用Qwen蒸馏的模型，Manus也与官宣Qwen合作。你看一眼Huggingface的开源大模型榜单，全球Top10开源大模型，10/10都是基于Qwen，这很能说明问题。 在货币化上，阿里自己的AI可以直接支持自己的云计算。阿里云可以捆绑自己的AI模型，这一个bundle是一个强正循环，道理很直观，一旦某家用了阿里开源模型，就极可能直接选择付费接入阿里云服务，这也是开源生态在商业逻辑上的最大优势之一。云计算与AI两项都强的，即使放眼全球也很少见，云计算老二微软要加上体外的OpenAI才能算一家，老三Google算一家，第四就是阿里。 在财务角度，阿里CapEx（资本开支）需要用钱，而阿里的FCF（现金流）又不缺，股东回报上一直领先中概股，股东们也不着急，股价势头正劲，我们股东也都愿意两眼一闭，喊出长期主","images":[{"img":"https://static.tigerbbs.com/b9527b803643e803c8af05cfeaefd807","width":"586","height":"518"},{"img":"https://static.tigerbbs.com/25b8edd21b1449f3a5028d95ab6f9ff2","width":"936","height":"528"},{"img":"https://static.tigerbbs.com/e25be3f32f81c3c614250d3db6bc99b9","width":"938","height":"498"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413354599424024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403567792210264,"gmtCreate":1739552000286,"gmtModify":1739552622440,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> [愤怒]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> [愤怒]&nbsp;&nbsp;","text":"$纳斯达克(.IXIC)$ [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403567792210264","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400653205807328,"gmtCreate":1738823596138,"gmtModify":1738825225739,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"ali涨幅保持延续[得意]&nbsp;&nbsp;","listText":"ali涨幅保持延续[得意]&nbsp;&nbsp;","text":"ali涨幅保持延续[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400653205807328","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399588079432304,"gmtCreate":1738578256349,"gmtModify":1738578558835,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"6个元宝 66大顺","listText":"6个元宝 66大顺","text":"6个元宝 66大顺","images":[{"img":"https://static.tigerbbs.com/352950e8c05449665213d52624089e19"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399588079432304","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398095188279728,"gmtCreate":1738213480733,"gmtModify":1738214401006,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185025077822172","authorIdStr":"4185025077822172"},"themes":[],"htmlText":"💰","listText":"💰","text":"💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398095188279728","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":420886116631184,"gmtCreate":1743786342317,"gmtModify":1743786343580,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看多看多看多","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看多看多看多","text":"$谷歌(GOOG)$ 看多看多看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420886116631184","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420497826935048,"gmtCreate":1743691372416,"gmtModify":1743691374533,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"川普一定在炒股","listText":"川普一定在炒股","text":"川普一定在炒股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420497826935048","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419810811973928,"gmtCreate":1743524146842,"gmtModify":1743524147878,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419810811973928","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413428031087000,"gmtCreate":1741964139294,"gmtModify":1741964141073,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413428031087000","repostId":"413354599424024","repostType":1,"repost":{"id":413354599424024,"gmtCreate":1741946048899,"gmtModify":1742188630479,"author":{"id":"115535245075020","authorId":"115535245075020","name":"陈达美股投资","avatar":"https://static.tigerbbs.com/93c77cdf64a6c2c4355eb691def79ccf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"115535245075020","idStr":"115535245075020"},"themes":[],"title":"一个科技股的伏线千里：为什么我坚定长期投资阿里？","htmlText":"1. 开门见山：秀玉初成，宜待凤凰 既然千捶百踹后吃上了席，那就让我用三句话来开宗明义—— 我认为，阿里巴巴的投资逻辑如芙蓉出水逐渐清晰。这里有个本质切换，过去阿里一度贬为芒格老爷子口里的零售商(老头手机脸），而此时阿里科技属性大爆发，甚至有机会问鼎蓝星AI扛把子；而市场目前是将信将疑，似乎还是不愿一次性毫无保留地全信。所以即使阿里股价已经如愿翻倍，仍蕴含着胜率很高的投资机会。 阿里这个股票啊，我希望诸君的无情铁手可以牢牢拿住。 拼多多市值一度超越阿里，大家以为这是两个纯电商之间PK，进入互殴模式，一时段子满天飞，疯狂看衰阿里，一张张可爱嘟嘟的嘴为什么能讲出如此冷酷的话。但现在大家知道，这些观点错得有多离谱。拼多多科技基因不提也罢，而阿里却已充分证明自己Qwen大模型，于是——风樯阵马，两者市值交错调换并且重新拉开差距。 就像Meta一样，阿里AI大模型一开始就开源，自研Qwen并将其生态化，所以业内许多学术研究、行业应用，你追根问底都基于Qwen模型，DeepSeek就有用Qwen蒸馏的模型，Manus也与官宣Qwen合作。你看一眼Huggingface的开源大模型榜单，全球Top10开源大模型，10/10都是基于Qwen，这很能说明问题。 在货币化上，阿里自己的AI可以直接支持自己的云计算。阿里云可以捆绑自己的AI模型，这一个bundle是一个强正循环，道理很直观，一旦某家用了阿里开源模型，就极可能直接选择付费接入阿里云服务，这也是开源生态在商业逻辑上的最大优势之一。云计算与AI两项都强的，即使放眼全球也很少见，云计算老二微软要加上体外的OpenAI才能算一家，老三Google算一家，第四就是阿里。 在财务角度，阿里CapEx（资本开支）需要用钱，而阿里的FCF（现金流）又不缺，股东回报上一直领先中概股，股东们也不着急，股价势头正劲，我们股东也都愿意两眼一闭，喊出长期主","listText":"1. 开门见山：秀玉初成，宜待凤凰 既然千捶百踹后吃上了席，那就让我用三句话来开宗明义—— 我认为，阿里巴巴的投资逻辑如芙蓉出水逐渐清晰。这里有个本质切换，过去阿里一度贬为芒格老爷子口里的零售商(老头手机脸），而此时阿里科技属性大爆发，甚至有机会问鼎蓝星AI扛把子；而市场目前是将信将疑，似乎还是不愿一次性毫无保留地全信。所以即使阿里股价已经如愿翻倍，仍蕴含着胜率很高的投资机会。 阿里这个股票啊，我希望诸君的无情铁手可以牢牢拿住。 拼多多市值一度超越阿里，大家以为这是两个纯电商之间PK，进入互殴模式，一时段子满天飞，疯狂看衰阿里，一张张可爱嘟嘟的嘴为什么能讲出如此冷酷的话。但现在大家知道，这些观点错得有多离谱。拼多多科技基因不提也罢，而阿里却已充分证明自己Qwen大模型，于是——风樯阵马，两者市值交错调换并且重新拉开差距。 就像Meta一样，阿里AI大模型一开始就开源，自研Qwen并将其生态化，所以业内许多学术研究、行业应用，你追根问底都基于Qwen模型，DeepSeek就有用Qwen蒸馏的模型，Manus也与官宣Qwen合作。你看一眼Huggingface的开源大模型榜单，全球Top10开源大模型，10/10都是基于Qwen，这很能说明问题。 在货币化上，阿里自己的AI可以直接支持自己的云计算。阿里云可以捆绑自己的AI模型，这一个bundle是一个强正循环，道理很直观，一旦某家用了阿里开源模型，就极可能直接选择付费接入阿里云服务，这也是开源生态在商业逻辑上的最大优势之一。云计算与AI两项都强的，即使放眼全球也很少见，云计算老二微软要加上体外的OpenAI才能算一家，老三Google算一家，第四就是阿里。 在财务角度，阿里CapEx（资本开支）需要用钱，而阿里的FCF（现金流）又不缺，股东回报上一直领先中概股，股东们也不着急，股价势头正劲，我们股东也都愿意两眼一闭，喊出长期主","text":"1. 开门见山：秀玉初成，宜待凤凰 既然千捶百踹后吃上了席，那就让我用三句话来开宗明义—— 我认为，阿里巴巴的投资逻辑如芙蓉出水逐渐清晰。这里有个本质切换，过去阿里一度贬为芒格老爷子口里的零售商(老头手机脸），而此时阿里科技属性大爆发，甚至有机会问鼎蓝星AI扛把子；而市场目前是将信将疑，似乎还是不愿一次性毫无保留地全信。所以即使阿里股价已经如愿翻倍，仍蕴含着胜率很高的投资机会。 阿里这个股票啊，我希望诸君的无情铁手可以牢牢拿住。 拼多多市值一度超越阿里，大家以为这是两个纯电商之间PK，进入互殴模式，一时段子满天飞，疯狂看衰阿里，一张张可爱嘟嘟的嘴为什么能讲出如此冷酷的话。但现在大家知道，这些观点错得有多离谱。拼多多科技基因不提也罢，而阿里却已充分证明自己Qwen大模型，于是——风樯阵马，两者市值交错调换并且重新拉开差距。 就像Meta一样，阿里AI大模型一开始就开源，自研Qwen并将其生态化，所以业内许多学术研究、行业应用，你追根问底都基于Qwen模型，DeepSeek就有用Qwen蒸馏的模型，Manus也与官宣Qwen合作。你看一眼Huggingface的开源大模型榜单，全球Top10开源大模型，10/10都是基于Qwen，这很能说明问题。 在货币化上，阿里自己的AI可以直接支持自己的云计算。阿里云可以捆绑自己的AI模型，这一个bundle是一个强正循环，道理很直观，一旦某家用了阿里开源模型，就极可能直接选择付费接入阿里云服务，这也是开源生态在商业逻辑上的最大优势之一。云计算与AI两项都强的，即使放眼全球也很少见，云计算老二微软要加上体外的OpenAI才能算一家，老三Google算一家，第四就是阿里。 在财务角度，阿里CapEx（资本开支）需要用钱，而阿里的FCF（现金流）又不缺，股东回报上一直领先中概股，股东们也不着急，股价势头正劲，我们股东也都愿意两眼一闭，喊出长期主","images":[{"img":"https://static.tigerbbs.com/b9527b803643e803c8af05cfeaefd807","width":"586","height":"518"},{"img":"https://static.tigerbbs.com/25b8edd21b1449f3a5028d95ab6f9ff2","width":"936","height":"528"},{"img":"https://static.tigerbbs.com/e25be3f32f81c3c614250d3db6bc99b9","width":"938","height":"498"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413354599424024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403567792210264,"gmtCreate":1739552000286,"gmtModify":1739552622440,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> [愤怒]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> [愤怒]&nbsp;&nbsp;","text":"$纳斯达克(.IXIC)$ [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403567792210264","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400653205807328,"gmtCreate":1738823596138,"gmtModify":1738825225739,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"ali涨幅保持延续[得意]&nbsp;&nbsp;","listText":"ali涨幅保持延续[得意]&nbsp;&nbsp;","text":"ali涨幅保持延续[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400653205807328","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399588079432304,"gmtCreate":1738578256349,"gmtModify":1738578558835,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"6个元宝 66大顺","listText":"6个元宝 66大顺","text":"6个元宝 66大顺","images":[{"img":"https://static.tigerbbs.com/352950e8c05449665213d52624089e19"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399588079432304","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398095188279728,"gmtCreate":1738213480733,"gmtModify":1738214401006,"author":{"id":"4185025077822172","authorId":"4185025077822172","name":"Doge DuoDuo","avatar":"https://static.tigerbbs.com/9b6df05a280a76bd23e88eca2583c6ca","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185025077822172","idStr":"4185025077822172"},"themes":[],"htmlText":"💰","listText":"💰","text":"💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398095188279728","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}