盈亏同源主要还是本金不够的个人主页 - 老虎社区

盈亏同源主要还是本金不够

严格执行既定规则，切勿盲目操作。83000hkd

IP属地：广东

16关注

17粉丝

0主题

0勋章

盈亏同源主要还是本金不够

06-17

$奈飞(NFLX)$ 这是要退市的节奏吧！

盈亏同源主要还是本金不够

05-07

$Datadog(DDOG)$ 踏空了，关注那么久都没下手。感觉错过好几个亿。

盈亏同源主要还是本金不够

05-07

$AppLovin Corporation(APP)$ 先出了，等站稳了再接回来。

盈亏同源主要还是本金不够

05-06

$康宁(GLW)$ 参与太迟了。看好未来。

盈亏同源主要还是本金不够

05-04

$天星医疗(01609)$ 哪一个是卖在601的幸运选手啊！[财迷]

盈亏同源主要还是本金不够

04-27

$高通(QCOM)$ openAI是未来趋势，三巨头联合势不可挡。看好👌🏻

盈亏同源主要还是本金不够

02-23

$Gossamer Bio Inc.(GOSS)$ 会归零吗？会不会退市呢？

盈亏同源主要还是本金不够

01-29

$黄金主连 2604(GCmain)$ 掠杀时刻！炒得太高了，要收割一波再继续

盈亏同源主要还是本金不够

01-27

20几个员工就敢估160亿的市值，世界太疯狂了。

盈亏同源主要还是本金不够

01-06

$Red Cat Holdings Inc.(RCAT)$ 平本出，解套了。后面等回调再入吧

盈亏同源主要还是本金不够

2025-12-20

$SEALSQ Corp(LAES)$ 快要回本了[财迷]

盈亏同源主要还是本金不够

2025-12-06

$IRBT 20260320 1.0 PUT$ 买一个彩票

盈亏同源主要还是本金不够

2025-11-27

看戏$英伟达(NVDA)$

“大空头 vs 英伟达”论战继续！“大空头”逐条反驳英伟达回应：不敢相信这来自全球市值最高公司

盈亏同源主要还是本金不够

2025-11-20

$Circle Internet Corp.(CRCL)$ 别人走在涨，就你不一样，畜生啊！[难过]

盈亏同源主要还是本金不够

2025-11-14

$SEALSQ Corp(LAES)$ 买在人声鼎沸处。高处不胜寒，瑟瑟发抖

盈亏同源主要还是本金不够

2025-11-14

$Red Cat Holdings Inc. 备兑 251114 CALL 11.0$ 没时间做不了短线，把投机变成了投资。短线拉成长线[难过]

盈亏同源主要还是本金不够

2025-11-12

$Circle Internet Corp.(CRCL)$ 加仓加仓

盈亏同源主要还是本金不够

2025-11-12

$Tradr 2X Long CRWV Daily ETF(CWVX)$ 这个ETF不能做，直接吃钱的，涨的比例还没正股的多，跌的又比正股翻倍还多，妥妥的吃钱。

盈亏同源主要还是本金不够

2025-11-07

$Red Cat Holdings Inc.(RCAT)$ 腰斩了，这市场怎么了？

盈亏同源主要还是本金不够

2025-11-06

$多邻国(DUOL)$ 补了两次仓了，不会再跌了吧！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4185760841922922","uuid":"4185760841922922","gmtCreate":1722657695521,"gmtModify":1781214526458,"name":"盈亏同源 主要还是本金不够","pinyin":"yktyzyhsbjbgyingkuitongyuanzhuyaohaishibenjinbugou","introduction":"","introductionEn":"","signature":"严格执行既定规则，切勿盲目操作。83000hkd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","hatId":"award-903356ae8ff820105d57f744c8a24396","hatName":"十周年头像框","vip":1,"status":2,"fanSize":17,"headSize":16,"tweetSize":79,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","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":"2025.05.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"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":"2024.12.22","exceedPercentage":"80.32%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"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":"2024.12.03","exceedPercentage":"93.74%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"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":"2024.10.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"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":"2024.10.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":10,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":575961322707192,"gmtCreate":1781629509609,"gmtModify":1781629939297,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这是要退市的节奏吧！","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这是要退市的节奏吧！","text":"$奈飞(NFLX)$ 这是要退市的节奏吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575961322707192","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561670257977264,"gmtCreate":1778158305657,"gmtModify":1778158307567,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 踏空了，关注那么久都没下手。感觉错过好几个亿。","listText":"<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 踏空了，关注那么久都没下手。感觉错过好几个亿。","text":"$Datadog(DDOG)$ 踏空了，关注那么久都没下手。感觉错过好几个亿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561670257977264","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561670277964712,"gmtCreate":1778158232173,"gmtModify":1778158235540,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"1\"></v-v> 先出了，等站稳了再接回来。","listText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"1\"></v-v> 先出了，等站稳了再接回来。","text":"$AppLovin Corporation(APP)$ 先出了，等站稳了再接回来。","images":[{"img":"https://static.tigerbbs.com/08bc1d1f7120b90689bc0691fc22b691","width":"1170","height":"2658"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561670277964712","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561305833849160,"gmtCreate":1778069252108,"gmtModify":1778069254655,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> 参与太迟了。看好未来。","listText":"<a href=\"https://laohu8.com/S/GLW\">$康宁(GLW)$</a> 参与太迟了。看好未来。","text":"$康宁(GLW)$ 参与太迟了。看好未来。","images":[{"img":"https://static.tigerbbs.com/a4b025a79e4ecb9f3eb436d70cbfe29b","width":"924","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561305833849160","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560542369560544,"gmtCreate":1777882943289,"gmtModify":1777882945321,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01609\">$天星医疗(01609)$</a> 哪一个是卖在601的幸运选手啊！[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01609\">$天星医疗(01609)$</a> 哪一个是卖在601的幸运选手啊！[财迷]&nbsp;&nbsp;","text":"$天星医疗(01609)$ 哪一个是卖在601的幸运选手啊！[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/560542369560544","isVote":1,"tweetType":1,"viewCount":3427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199240178310972","authorId":"4199240178310972","name":"再来一个吧老虎爹","avatar":"https://static.tigerbbs.com/67f9d04b267ab8c9b372a474a806c3f2","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4199240178310972","idStr":"4199240178310972"},"content":"应该没人吧，卖不出去","text":"应该没人吧，卖不出去","html":"应该没人吧，卖不出去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558166773797952,"gmtCreate":1777302886581,"gmtModify":1777302888524,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> openAI是未来趋势，三巨头联合势不可挡。看好👌🏻","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> openAI是未来趋势，三巨头联合势不可挡。看好👌🏻","text":"$高通(QCOM)$ openAI是未来趋势，三巨头联合势不可挡。看好👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558166773797952","isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535905243948616,"gmtCreate":1771857205678,"gmtModify":1771857209127,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOSS\">$Gossamer Bio Inc.(GOSS)$</a> 会归零吗？会不会退市呢？","listText":"<a href=\"https://laohu8.com/S/GOSS\">$Gossamer Bio Inc.(GOSS)$</a> 会归零吗？会不会退市呢？","text":"$Gossamer Bio Inc.(GOSS)$ 会归零吗？会不会退市呢？","images":[{"img":"https://static.tigerbbs.com/9ad67024c806e633e0d4b3aaecc6b335","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535905243948616","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":527125335536328,"gmtCreate":1769700845407,"gmtModify":1769700847357,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 掠杀时刻！炒得太高了，要收割一波再继续","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 掠杀时刻！炒得太高了，要收割一波再继续","text":"$黄金主连 2604(GCmain)$ 掠杀时刻！炒得太高了，要收割一波再继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527125335536328","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526103220007480,"gmtCreate":1769468045301,"gmtModify":1769468048054,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"20几个员工就敢估160亿的市值，世界太疯狂了。","listText":"20几个员工就敢估160亿的市值，世界太疯狂了。","text":"20几个员工就敢估160亿的市值，世界太疯狂了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526103220007480","isVote":1,"tweetType":1,"viewCount":2564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519109097804416,"gmtCreate":1767710821069,"gmtModify":1767710833274,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RCAT\">$Red Cat Holdings Inc.(RCAT)$</a> 平本出，解套了。后面等回调再入吧","listText":"<a href=\"https://laohu8.com/S/RCAT\">$Red Cat Holdings Inc.(RCAT)$</a> 平本出，解套了。后面等回调再入吧","text":"$Red Cat Holdings Inc.(RCAT)$ 平本出，解套了。后面等回调再入吧","images":[{"img":"https://static.tigerbbs.com/806db350dec83b72428b2194d84ec728","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519109097804416","isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":512691856917344,"gmtCreate":1766195945501,"gmtModify":1766195947318,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a><v-v data-views=\"1\"></v-v> 快要回本了[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a><v-v data-views=\"1\"></v-v> 快要回本了[财迷]&nbsp;&nbsp;","text":"$SEALSQ Corp(LAES)$ 快要回本了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512691856917344","isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507900729647424,"gmtCreate":1764981576593,"gmtModify":1764981579744,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/IRBT 20260320 1.0 PUT\">$IRBT 20260320 1.0 PUT$</a> 买一个彩票","listText":"<a href=\"https://laohu8.com/OPT/IRBT 20260320 1.0 PUT\">$IRBT 20260320 1.0 PUT$</a> 买一个彩票","text":"$IRBT 20260320 1.0 PUT$ 买一个彩票","images":[{"img":"https://static.tigerbbs.com/e90950a5fface194851d629af3a03cdb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/507900729647424","isVote":1,"tweetType":1,"viewCount":5525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"200566899258228","authorId":"200566899258228","name":"一直全仓期权","avatar":"https://static.tigerbbs.com/f75ec4f48f9cc97b391521ef47b39a39","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"200566899258228","idStr":"200566899258228"},"content":"惨了吧，要做多的话，好好后call不买，竟然去做空期权，今天如果买得多的话分分暴了","text":"惨了吧，要做多的话，好好后call不买，竟然去做空期权，今天如果买得多的话分分暴了","html":"惨了吧，要做多的话，好好后call不买，竟然去做空期权，今天如果买得多的话分分暴了"},{"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3495748460476299","idStr":"3495748460476299"},"content":"你们三个到底懂不懂期权啊，他这是short put,是做多。如果仓位重搞不好今天要爆仓。","text":"你们三个到底懂不懂期权啊，他这是short put,是做多。如果仓位重搞不好今天要爆仓。","html":"你们三个到底懂不懂期权啊，他这是short put,是做多。如果仓位重搞不好今天要爆仓。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":504585276212080,"gmtCreate":1764218173150,"gmtModify":1764218175328,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"看戏<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"看戏<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"看戏$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504585276212080","repostId":"2586294677","repostType":4,"repost":{"id":"2586294677","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1764207802,"share":"https://www.laohu8.com/m/news/2586294677?lang=zh_CN&edition=full","pubTime":"2025-11-27 09:43","market":"nz","language":"zh","title":"“大空头 vs 英伟达”论战继续！“大空头”逐条反驳英伟达回应：不敢相信这来自全球市值最高公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2586294677","media":"华尔街见闻","summary":"“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。","content":"<html><head></head><body><blockquote><p>“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。</p></blockquote><p style=\"text-align: left;\">“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达，称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”，并充斥着“一个接一个的稻草人论证”。</p><p style=\"text-align: left;\">11月26日周二，Burry在其新开设的Substack博客平台发文写道，<strong>自己“不敢相信”这些回应出自全球市值最高的上市公司之手，并称该文件“读起来几乎像个骗局”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/414732b5a8bfcd8567947270f1d75145\" tg-width=\"588\" tg-height=\"588\"/></p><p style=\"text-align: left;\">这一最新表态，是Burry近期一系列针对人工智能行业泡沫警告的延续。此前，他已通过社交平台X表达了对AI股票处于泡沫中的看法。而此轮交锋的直接后果是，市场对AI相关公司的审视愈发严苛，英伟达股价已从11月3日的高点回落约14%，显示出投资者情绪的微妙变化。</p><p style=\"text-align: left;\">Burry在文章中透露，他目前“继续持有针对Palantir和英伟达的看跌期权”。这证实了他并未平仓此前的做空押注，直接向市场传递了他对这两家AI明星公司前景的看空信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2336ccbb250e291ea34a12ff01481e0b\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1326633677\" style=\"text-align: left;\">“稻草人”式辩驳？</h2><p style=\"text-align: left;\">Burry的核心反驳点在于，他认为英伟达的备忘录曲解了他的批评，攻击了一些他从未提出过的论点。</p><p style=\"text-align: left;\"><strong>首先，Burry指出，他从未质疑过英伟达自身的固定资产（PP&amp;E）折旧政策。</strong>他强调，英伟达主要是一家芯片设计公司，资本支出极小，因此“没人在意英伟达自己的折旧”。他认为英伟达在此问题上的辩解是第一个“被烧掉的稻草人”。</p><p style=\"text-align: left;\"><strong>其次，对于英伟达声称其老一代芯片仍在被使用的说法，Burry同样不以为然。他澄清，自己关注的焦点是未来，即新款芯片可能在2026年至2028年间就变得功能性过时。</strong></p><p style=\"text-align: left;\">“我向前看，因为我看到了与今天投资者相关的问题，”他写道，并称这是“第二个被烧掉的稻草人”。Burry总结称，英伟达的反驳“表面上不真诚，且令人失望”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/454ee30f236f0a7572547e99baf21afd\" tg-width=\"652\" tg-height=\"897\"/></p><h2 id=\"id_172314286\" style=\"text-align: left;\">争论核心：折旧、泡沫与未来减记风险</h2><p style=\"text-align: left;\">Burry此次论战的核心，直指人工智能公司的会计处理方式，<strong>特别是其客户——那些斥巨资购买AI芯片的“超大规模数据中心”（hyperscalers）——的折旧政策。</strong></p><p style=\"text-align: left;\">他解释说，这些公司正在系统性地延长芯片和服务器的“使用年限”，以便在会计上分摊折旧成本。例如，将折旧期从三年延长至五或六年，可以在短期内美化利润、提高资产账面价值。</p><p style=\"text-align: left;\">然而，Burry警告，这种做法的风险在于，AI芯片的技术迭代速度极快。他引用微软首席执行官Satya Nadella最近的访谈作为佐证，Nadella表示，他今年早些时候放慢了数据中心的建设速度，正是因为警惕为一代AI芯片过度建设基础设施，因为下一代芯片将有不同的电力和冷却需求。</p><p style=\"text-align: left;\">Burry认为，如果芯片的“计划性淘汰”速度加快，那些延长了折旧周期的公司未来将面临巨大的资产减记风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d21a130fc600655ad9fae219c18f898\" tg-width=\"470\" tg-height=\"888\"/></p><h2 id=\"id_2623422897\" style=\"text-align: left;\">做空头寸细节与市场背景</h2><p style=\"text-align: left;\">Burry此次不仅重申了看空立场，还披露了其头寸的更多细节。根据其资产管理公司Scion Asset Management在11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权。</p><p style=\"text-align: left;\">Burry在最新的文章中澄清，<strong>尽管这些头寸的名义价值高达11亿美元，但它们的实际成本“每个仅约1000万美元”</strong>。这一细节为投资者评估其押注的真实规模提供了更准确的视角。</p><p style=\"text-align: left;\">这场论战的背景是，市场对人工智能的热情在今年将相关公司股价推至历史高位。然而，自11月初以来，随着财报季的展开和类似Burry等知名投资者的警告，市场的担忧情绪开始浮现。除英伟达外，Palantir的股价也已从近期高点下跌了20%，尽管其年初至今的涨幅依然惊人。Burry的持续发声，无疑为这场关于AI是革命还是泡沫的辩论增添了更多不确定性。</p><h2 id=\"id_2843242110\" style=\"text-align: left;\">英伟达的内部备忘录</h2><p style=\"text-align: justify;\">面对股价压力和市场疑虑，此前英伟达采取了一系列罕见的防御性沟通。</p><p style=\"text-align: justify;\">英伟达在上周末向华尔街分析师分发了一份长达七页的备忘录，旨在“逐条”反驳包括“大空头”Burry）在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。备忘录澄清：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>会计处理： </strong>英伟达强调其业务在经济上是稳健的，报告是完整和透明的，与历史上的会计欺诈案没有可比性。</p></li><li><p style=\"text-align: justify;\"><strong>设备折旧：</strong> 针对AI芯片寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设为4至6年，这符合设备的实际使用寿命。</p></li><li><p style=\"text-align: justify;\"><strong>循环融资： </strong>对于该指控，英伟达澄清其在第三季度的战略投资仅为37亿美元，占营收的一小部分，所谓循环融资的说法“毫无根据”。</p></li></ul><p style=\"text-align: justify;\">此外，英伟达11月25日通过社交平台X公开宣称：“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类ASIC芯片，能提供“更高的性能、多功能性和互换性”。</p></body></html>","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>“大空头 vs 英伟达”论战继续！“大空头”逐条反驳英伟达回应：不敢相信这来自全球市值最高公司</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“大空头 vs 英伟达”论战继续！“大空头”逐条反驳英伟达回应：不敢相信这来自全球市值最高公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-11-27 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。</p></blockquote><p style=\"text-align: left;\">“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达，称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”，并充斥着“一个接一个的稻草人论证”。</p><p style=\"text-align: left;\">11月26日周二，Burry在其新开设的Substack博客平台发文写道，<strong>自己“不敢相信”这些回应出自全球市值最高的上市公司之手，并称该文件“读起来几乎像个骗局”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/414732b5a8bfcd8567947270f1d75145\" tg-width=\"588\" tg-height=\"588\"/></p><p style=\"text-align: left;\">这一最新表态，是Burry近期一系列针对人工智能行业泡沫警告的延续。此前，他已通过社交平台X表达了对AI股票处于泡沫中的看法。而此轮交锋的直接后果是，市场对AI相关公司的审视愈发严苛，英伟达股价已从11月3日的高点回落约14%，显示出投资者情绪的微妙变化。</p><p style=\"text-align: left;\">Burry在文章中透露，他目前“继续持有针对Palantir和英伟达的看跌期权”。这证实了他并未平仓此前的做空押注，直接向市场传递了他对这两家AI明星公司前景的看空信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2336ccbb250e291ea34a12ff01481e0b\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1326633677\" style=\"text-align: left;\">“稻草人”式辩驳？</h2><p style=\"text-align: left;\">Burry的核心反驳点在于，他认为英伟达的备忘录曲解了他的批评，攻击了一些他从未提出过的论点。</p><p style=\"text-align: left;\"><strong>首先，Burry指出，他从未质疑过英伟达自身的固定资产（PP&amp;E）折旧政策。</strong>他强调，英伟达主要是一家芯片设计公司，资本支出极小，因此“没人在意英伟达自己的折旧”。他认为英伟达在此问题上的辩解是第一个“被烧掉的稻草人”。</p><p style=\"text-align: left;\"><strong>其次，对于英伟达声称其老一代芯片仍在被使用的说法，Burry同样不以为然。他澄清，自己关注的焦点是未来，即新款芯片可能在2026年至2028年间就变得功能性过时。</strong></p><p style=\"text-align: left;\">“我向前看，因为我看到了与今天投资者相关的问题，”他写道，并称这是“第二个被烧掉的稻草人”。Burry总结称，英伟达的反驳“表面上不真诚，且令人失望”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/454ee30f236f0a7572547e99baf21afd\" tg-width=\"652\" tg-height=\"897\"/></p><h2 id=\"id_172314286\" style=\"text-align: left;\">争论核心：折旧、泡沫与未来减记风险</h2><p style=\"text-align: left;\">Burry此次论战的核心，直指人工智能公司的会计处理方式，<strong>特别是其客户——那些斥巨资购买AI芯片的“超大规模数据中心”（hyperscalers）——的折旧政策。</strong></p><p style=\"text-align: left;\">他解释说，这些公司正在系统性地延长芯片和服务器的“使用年限”，以便在会计上分摊折旧成本。例如，将折旧期从三年延长至五或六年，可以在短期内美化利润、提高资产账面价值。</p><p style=\"text-align: left;\">然而，Burry警告，这种做法的风险在于，AI芯片的技术迭代速度极快。他引用微软首席执行官Satya Nadella最近的访谈作为佐证，Nadella表示，他今年早些时候放慢了数据中心的建设速度，正是因为警惕为一代AI芯片过度建设基础设施，因为下一代芯片将有不同的电力和冷却需求。</p><p style=\"text-align: left;\">Burry认为，如果芯片的“计划性淘汰”速度加快，那些延长了折旧周期的公司未来将面临巨大的资产减记风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d21a130fc600655ad9fae219c18f898\" tg-width=\"470\" tg-height=\"888\"/></p><h2 id=\"id_2623422897\" style=\"text-align: left;\">做空头寸细节与市场背景</h2><p style=\"text-align: left;\">Burry此次不仅重申了看空立场，还披露了其头寸的更多细节。根据其资产管理公司Scion Asset Management在11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权。</p><p style=\"text-align: left;\">Burry在最新的文章中澄清，<strong>尽管这些头寸的名义价值高达11亿美元，但它们的实际成本“每个仅约1000万美元”</strong>。这一细节为投资者评估其押注的真实规模提供了更准确的视角。</p><p style=\"text-align: left;\">这场论战的背景是，市场对人工智能的热情在今年将相关公司股价推至历史高位。然而，自11月初以来，随着财报季的展开和类似Burry等知名投资者的警告，市场的担忧情绪开始浮现。除英伟达外，Palantir的股价也已从近期高点下跌了20%，尽管其年初至今的涨幅依然惊人。Burry的持续发声，无疑为这场关于AI是革命还是泡沫的辩论增添了更多不确定性。</p><h2 id=\"id_2843242110\" style=\"text-align: left;\">英伟达的内部备忘录</h2><p style=\"text-align: justify;\">面对股价压力和市场疑虑，此前英伟达采取了一系列罕见的防御性沟通。</p><p style=\"text-align: justify;\">英伟达在上周末向华尔街分析师分发了一份长达七页的备忘录，旨在“逐条”反驳包括“大空头”Burry）在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。备忘录澄清：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>会计处理： </strong>英伟达强调其业务在经济上是稳健的，报告是完整和透明的，与历史上的会计欺诈案没有可比性。</p></li><li><p style=\"text-align: justify;\"><strong>设备折旧：</strong> 针对AI芯片寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设为4至6年，这符合设备的实际使用寿命。</p></li><li><p style=\"text-align: justify;\"><strong>循环融资： </strong>对于该指控，英伟达澄清其在第三季度的战略投资仅为37亿美元，占营收的一小部分，所谓循环融资的说法“毫无根据”。</p></li></ul><p style=\"text-align: justify;\">此外，英伟达11月25日通过社交平台X公开宣称：“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类ASIC芯片，能提供“更高的性能、多功能性和互换性”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a60a3ba26580255646010c2173aae1c0","relate_stocks":{"NVDA":"英伟达","BK4548":"巴美列捷福持仓","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"https://wallstreetcn.com/articles/3760215","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586294677","content_text":"“大空头”Burry称，英伟达回应其批评的内部备忘录“读起来像个骗局”，充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”，真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险，焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”，每个头寸约1000万美元。“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达，称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”，并充斥着“一个接一个的稻草人论证”。11月26日周二，Burry在其新开设的Substack博客平台发文写道，自己“不敢相信”这些回应出自全球市值最高的上市公司之手，并称该文件“读起来几乎像个骗局”。这一最新表态，是Burry近期一系列针对人工智能行业泡沫警告的延续。此前，他已通过社交平台X表达了对AI股票处于泡沫中的看法。而此轮交锋的直接后果是，市场对AI相关公司的审视愈发严苛，英伟达股价已从11月3日的高点回落约14%，显示出投资者情绪的微妙变化。Burry在文章中透露，他目前“继续持有针对Palantir和英伟达的看跌期权”。这证实了他并未平仓此前的做空押注，直接向市场传递了他对这两家AI明星公司前景的看空信号。“稻草人”式辩驳？Burry的核心反驳点在于，他认为英伟达的备忘录曲解了他的批评，攻击了一些他从未提出过的论点。首先，Burry指出，他从未质疑过英伟达自身的固定资产（PP&E）折旧政策。他强调，英伟达主要是一家芯片设计公司，资本支出极小，因此“没人在意英伟达自己的折旧”。他认为英伟达在此问题上的辩解是第一个“被烧掉的稻草人”。其次，对于英伟达声称其老一代芯片仍在被使用的说法，Burry同样不以为然。他澄清，自己关注的焦点是未来，即新款芯片可能在2026年至2028年间就变得功能性过时。“我向前看，因为我看到了与今天投资者相关的问题，”他写道，并称这是“第二个被烧掉的稻草人”。Burry总结称，英伟达的反驳“表面上不真诚，且令人失望”。争论核心：折旧、泡沫与未来减记风险Burry此次论战的核心，直指人工智能公司的会计处理方式，特别是其客户——那些斥巨资购买AI芯片的“超大规模数据中心”（hyperscalers）——的折旧政策。他解释说，这些公司正在系统性地延长芯片和服务器的“使用年限”，以便在会计上分摊折旧成本。例如，将折旧期从三年延长至五或六年，可以在短期内美化利润、提高资产账面价值。然而，Burry警告，这种做法的风险在于，AI芯片的技术迭代速度极快。他引用微软首席执行官Satya Nadella最近的访谈作为佐证，Nadella表示，他今年早些时候放慢了数据中心的建设速度，正是因为警惕为一代AI芯片过度建设基础设施，因为下一代芯片将有不同的电力和冷却需求。Burry认为，如果芯片的“计划性淘汰”速度加快，那些延长了折旧周期的公司未来将面临巨大的资产减记风险。做空头寸细节与市场背景Burry此次不仅重申了看空立场，还披露了其头寸的更多细节。根据其资产管理公司Scion Asset Management在11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权。Burry在最新的文章中澄清，尽管这些头寸的名义价值高达11亿美元，但它们的实际成本“每个仅约1000万美元”。这一细节为投资者评估其押注的真实规模提供了更准确的视角。这场论战的背景是，市场对人工智能的热情在今年将相关公司股价推至历史高位。然而，自11月初以来，随着财报季的展开和类似Burry等知名投资者的警告，市场的担忧情绪开始浮现。除英伟达外，Palantir的股价也已从近期高点下跌了20%，尽管其年初至今的涨幅依然惊人。Burry的持续发声，无疑为这场关于AI是革命还是泡沫的辩论增添了更多不确定性。英伟达的内部备忘录面对股价压力和市场疑虑，此前英伟达采取了一系列罕见的防御性沟通。英伟达在上周末向华尔街分析师分发了一份长达七页的备忘录，旨在“逐条”反驳包括“大空头”Burry）在内的批评者所提出的会计欺诈、循环融资和AI泡沫等指控。备忘录澄清：会计处理： 英伟达强调其业务在经济上是稳健的，报告是完整和透明的，与历史上的会计欺诈案没有可比性。设备折旧： 针对AI芯片寿命仅2-3年的指责，英伟达回应称，其客户通常将GPU的折旧年限设为4至6年，这符合设备的实际使用寿命。循环融资： 对于该指控，英伟达澄清其在第三季度的战略投资仅为37亿美元，占营收的一小部分，所谓循环融资的说法“毫无根据”。此外，英伟达11月25日通过社交平台X公开宣称：“英伟达目前领先行业一代——我们是唯一一个可以运行所有AI模型、并在各种计算场景中通用的平台。”公司强调，其GPU相比谷歌TPU这类ASIC芯片，能提供“更高的性能、多功能性和互换性”。","news_type":1,"symbols_score_info":{"NVDA":2,"NVDS":2}},"isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502299699601544,"gmtCreate":1763650499434,"gmtModify":1763651827862,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 别人走在涨，就你不一样，畜生啊！[难过]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 别人走在涨，就你不一样，畜生啊！[难过]&nbsp;&nbsp;","text":"$Circle Internet Corp.(CRCL)$ 别人走在涨，就你不一样，畜生啊！[难过]","images":[{"img":"https://static.tigerbbs.com/84890ce2de4b319a57d5f1038f727965","width":"1170","height":"3285"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/502299699601544","isVote":1,"tweetType":1,"viewCount":5243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203149510724092","authorId":"4203149510724092","name":"明心稳行","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4203149510724092","idStr":"4203149510724092"},"content":"加密货币都在涨，它还继续大跌，管理层一点也不作为，连个不减持都不敢说，看来就是对公司没信心，所以真不知道这什么时候是个底，买了它真是倒了血霉了","text":"加密货币都在涨，它还继续大跌，管理层一点也不作为，连个不减持都不敢说，看来就是对公司没信心，所以真不知道这什么时候是个底，买了它真是倒了血霉了","html":"加密货币都在涨，它还继续大跌，管理层一点也不作为，连个不减持都不敢说，看来就是对公司没信心，所以真不知道这什么时候是个底，买了它真是倒了血霉了"},{"author":{"id":"4203149510724092","authorId":"4203149510724092","name":"明心稳行","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4203149510724092","idStr":"4203149510724092"},"content":"这管理层就是一群废物","text":"这管理层就是一群废物","html":"这管理层就是一群废物"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":500049332043904,"gmtCreate":1763107866676,"gmtModify":1763107878550,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a> 买在人声鼎沸处。高处不胜寒，瑟瑟发抖","listText":"<a href=\"https://laohu8.com/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a> 买在人声鼎沸处。高处不胜寒，瑟瑟发抖","text":"$SEALSQ Corp(LAES)$ 买在人声鼎沸处。高处不胜寒，瑟瑟发抖","images":[{"img":"https://static.tigerbbs.com/5d122810a1302534839229cd653a3821","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500049332043904","isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":500048218346320,"gmtCreate":1763107804643,"gmtModify":1763107808466,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/RCAT BUY 100 | RCAT 20251114 11.0 CALL SELL 1\">$Red Cat Holdings Inc. 备兑 251114 CALL 11.0$</a> 没时间做不了短线，把投机变成了投资。短线拉成长线[难过]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/RCAT BUY 100 | RCAT 20251114 11.0 CALL SELL 1\">$Red Cat Holdings Inc. 备兑 251114 CALL 11.0$</a> 没时间做不了短线，把投机变成了投资。短线拉成长线[难过]&nbsp;&nbsp;","text":"$Red Cat Holdings Inc. 备兑 251114 CALL 11.0$ 没时间做不了短线，把投机变成了投资。短线拉成长线[难过]","images":[{"img":"https://static.tigerbbs.com/8865aefd701de2f6b8d31fca190c6e1f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500048218346320","isVote":1,"tweetType":1,"viewCount":3118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499445811699840,"gmtCreate":1762960522842,"gmtModify":1762960640461,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 加仓加仓","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 加仓加仓","text":"$Circle Internet Corp.(CRCL)$ 加仓加仓","images":[{"img":"https://static.tigerbbs.com/f6f491beb41299934c45cf91cb37634c","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499445811699840","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499375205871952,"gmtCreate":1762942726598,"gmtModify":1762942729821,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a> 这个ETF不能做，直接吃钱的，涨的比例还没正股的多，跌的又比正股翻倍还多，妥妥的吃钱。","listText":"<a href=\"https://laohu8.com/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a> 这个ETF不能做，直接吃钱的，涨的比例还没正股的多，跌的又比正股翻倍还多，妥妥的吃钱。","text":"$Tradr 2X Long CRWV Daily ETF(CWVX)$ 这个ETF不能做，直接吃钱的，涨的比例还没正股的多，跌的又比正股翻倍还多，妥妥的吃钱。","images":[{"img":"https://static.tigerbbs.com/b4f2582228a5cc56c968b534b3e88dcc","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499375205871952","isVote":1,"tweetType":1,"viewCount":2709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497681166733368,"gmtCreate":1762527147527,"gmtModify":1762527159468,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RCAT\">$Red Cat Holdings Inc.(RCAT)$</a> 腰斩了，这市场怎么了？","listText":"<a href=\"https://laohu8.com/S/RCAT\">$Red Cat Holdings Inc.(RCAT)$</a> 腰斩了，这市场怎么了？","text":"$Red Cat Holdings Inc.(RCAT)$ 腰斩了，这市场怎么了？","images":[{"img":"https://static.tigerbbs.com/3200d759feab18a020dbb0f2c910bbed","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497681166733368","isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497316031951104,"gmtCreate":1762437564779,"gmtModify":1762437567487,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$&nbsp;</a> 补了两次仓了，不会再跌了吧！","listText":"<a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$&nbsp;</a> 补了两次仓了，不会再跌了吧！","text":"$多邻国(DUOL)$ 补了两次仓了，不会再跌了吧！","images":[{"img":"https://static.tigerbbs.com/59c93fa439697107c893c88ea8f91e21","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/497316031951104","isVote":1,"tweetType":1,"viewCount":2951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":507900729647424,"gmtCreate":1764981576593,"gmtModify":1764981579744,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/IRBT 20260320 1.0 PUT\">$IRBT 20260320 1.0 PUT$</a> 买一个彩票","listText":"<a href=\"https://laohu8.com/OPT/IRBT 20260320 1.0 PUT\">$IRBT 20260320 1.0 PUT$</a> 买一个彩票","text":"$IRBT 20260320 1.0 PUT$ 买一个彩票","images":[{"img":"https://static.tigerbbs.com/e90950a5fface194851d629af3a03cdb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/507900729647424","isVote":1,"tweetType":1,"viewCount":5525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"200566899258228","authorId":"200566899258228","name":"一直全仓期权","avatar":"https://static.tigerbbs.com/f75ec4f48f9cc97b391521ef47b39a39","crmLevel":5,"crmLevelSwitch":1,"idStr":"200566899258228","authorIdStr":"200566899258228"},"content":"惨了吧，要做多的话，好好后call不买，竟然去做空期权，今天如果买得多的话分分暴了","text":"惨了吧，要做多的话，好好后call不买，竟然去做空期权，今天如果买得多的话分分暴了","html":"惨了吧，要做多的话，好好后call不买，竟然去做空期权，今天如果买得多的话分分暴了"},{"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":3,"crmLevelSwitch":0,"idStr":"3495748460476299","authorIdStr":"3495748460476299"},"content":"你们三个到底懂不懂期权啊，他这是short put,是做多。如果仓位重搞不好今天要爆仓。","text":"你们三个到底懂不懂期权啊，他这是short put,是做多。如果仓位重搞不好今天要爆仓。","html":"你们三个到底懂不懂期权啊，他这是short put,是做多。如果仓位重搞不好今天要爆仓。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497681166733368,"gmtCreate":1762527147527,"gmtModify":1762527159468,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RCAT\">$Red Cat Holdings Inc.(RCAT)$</a> 腰斩了，这市场怎么了？","listText":"<a href=\"https://laohu8.com/S/RCAT\">$Red Cat Holdings Inc.(RCAT)$</a> 腰斩了，这市场怎么了？","text":"$Red Cat Holdings Inc.(RCAT)$ 腰斩了，这市场怎么了？","images":[{"img":"https://static.tigerbbs.com/3200d759feab18a020dbb0f2c910bbed","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497681166733368","isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":500049332043904,"gmtCreate":1763107866676,"gmtModify":1763107878550,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a> 买在人声鼎沸处。高处不胜寒，瑟瑟发抖","listText":"<a href=\"https://laohu8.com/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a> 买在人声鼎沸处。高处不胜寒，瑟瑟发抖","text":"$SEALSQ Corp(LAES)$ 买在人声鼎沸处。高处不胜寒，瑟瑟发抖","images":[{"img":"https://static.tigerbbs.com/5d122810a1302534839229cd653a3821","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500049332043904","isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":502299699601544,"gmtCreate":1763650499434,"gmtModify":1763651827862,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 别人走在涨，就你不一样，畜生啊！[难过]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 别人走在涨，就你不一样，畜生啊！[难过]&nbsp;&nbsp;","text":"$Circle Internet Corp.(CRCL)$ 别人走在涨，就你不一样，畜生啊！[难过]","images":[{"img":"https://static.tigerbbs.com/84890ce2de4b319a57d5f1038f727965","width":"1170","height":"3285"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/502299699601544","isVote":1,"tweetType":1,"viewCount":5243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203149510724092","authorId":"4203149510724092","name":"明心稳行","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4203149510724092","authorIdStr":"4203149510724092"},"content":"加密货币都在涨，它还继续大跌，管理层一点也不作为，连个不减持都不敢说，看来就是对公司没信心，所以真不知道这什么时候是个底，买了它真是倒了血霉了","text":"加密货币都在涨，它还继续大跌，管理层一点也不作为，连个不减持都不敢说，看来就是对公司没信心，所以真不知道这什么时候是个底，买了它真是倒了血霉了","html":"加密货币都在涨，它还继续大跌，管理层一点也不作为，连个不减持都不敢说，看来就是对公司没信心，所以真不知道这什么时候是个底，买了它真是倒了血霉了"},{"author":{"id":"4203149510724092","authorId":"4203149510724092","name":"明心稳行","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4203149510724092","authorIdStr":"4203149510724092"},"content":"这管理层就是一群废物","text":"这管理层就是一群废物","html":"这管理层就是一群废物"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560542369560544,"gmtCreate":1777882943289,"gmtModify":1777882945321,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01609\">$天星医疗(01609)$</a> 哪一个是卖在601的幸运选手啊！[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01609\">$天星医疗(01609)$</a> 哪一个是卖在601的幸运选手啊！[财迷]&nbsp;&nbsp;","text":"$天星医疗(01609)$ 哪一个是卖在601的幸运选手啊！[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/560542369560544","isVote":1,"tweetType":1,"viewCount":3427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199240178310972","authorId":"4199240178310972","name":"再来一个吧老虎爹","avatar":"https://static.tigerbbs.com/67f9d04b267ab8c9b372a474a806c3f2","crmLevel":6,"crmLevelSwitch":1,"idStr":"4199240178310972","authorIdStr":"4199240178310972"},"content":"应该没人吧，卖不出去","text":"应该没人吧，卖不出去","html":"应该没人吧，卖不出去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494450193047808,"gmtCreate":1761745203268,"gmtModify":1761745215390,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FI\">$费哲金融服务(FI)$</a> 这种飞刀不好接。","listText":"<a href=\"https://laohu8.com/S/FI\">$费哲金融服务(FI)$</a> 这种飞刀不好接。","text":"$费哲金融服务(FI)$ 这种飞刀不好接。","images":[{"img":"https://static.tigerbbs.com/48a7a109782677f73de5f44e6a6bb1f6","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/494450193047808","isVote":1,"tweetType":1,"viewCount":3728,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4221914532394402","authorId":"4221914532394402","name":"想要远航的鹿","avatar":"https://static.tigerbbs.com/b57b3f2b01ad2251c38464a9b3f1a37c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4221914532394402","authorIdStr":"4221914532394402"},"content":"我78买进的","text":"我78买进的","html":"我78买进的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":486420636655776,"gmtCreate":1759783753257,"gmtModify":1759783756750,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"0\"></v-v> 合理价值400+","listText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"0\"></v-v> 合理价值400+","text":"$AppLovin Corporation(APP)$ 合理价值400+","images":[{"img":"https://static.tigerbbs.com/39cba826df57b4bedc6450e823edd478","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/486420636655776","isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556533315898545","authorId":"3556533315898545","name":"兜兜1111","avatar":"https://static.tigerbbs.com/95cc2e862cfff053809a6f1cdba71e5a","crmLevel":4,"crmLevelSwitch":0,"idStr":"3556533315898545","authorIdStr":"3556533315898545"},"content":"我553.5平了空","text":"我553.5平了空","html":"我553.5平了空"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":492952035029288,"gmtCreate":1761370539101,"gmtModify":1761544238935,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/LAES BUY 100 | LAES 20251024 7.0 CALL SELL 1\">$SEALSQ Corp 备兑 251024 CALL 7.0$</a> 上周五盘后差0.01被动买入，这周收盘超0.01被动卖出。一周搞了个芥末啊[难过]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/LAES BUY 100 | LAES 20251024 7.0 CALL SELL 1\">$SEALSQ Corp 备兑 251024 CALL 7.0$</a> 上周五盘后差0.01被动买入，这周收盘超0.01被动卖出。一周搞了个芥末啊[难过]&nbsp;&nbsp;","text":"$SEALSQ Corp 备兑 251024 CALL 7.0$ 上周五盘后差0.01被动买入，这周收盘超0.01被动卖出。一周搞了个芥末啊[难过]","images":[{"img":"https://static.tigerbbs.com/0bd85a92e9231f19aa9ffe10130eef35","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492952035029288","isVote":1,"tweetType":1,"viewCount":5756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":526103220007480,"gmtCreate":1769468045301,"gmtModify":1769468048054,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"20几个员工就敢估160亿的市值，世界太疯狂了。","listText":"20几个员工就敢估160亿的市值，世界太疯狂了。","text":"20几个员工就敢估160亿的市值，世界太疯狂了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526103220007480","isVote":1,"tweetType":1,"viewCount":2564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495399703650848,"gmtCreate":1761977741907,"gmtModify":1761977744968,"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASST\">$Strive(ASST)$&nbsp;</a> 行权买入，拿住，不像bynd那样，放飞了。<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASST\">$Strive(ASST)$&nbsp;</a> 行权买入，拿住，不像bynd那样，放飞了。<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a>&nbsp;","text":"$Strive(ASST)$ 行权买入，拿住，不像bynd那样，放飞了。$Beyond Meat, Inc.(BYND)$","images":[{"img":"https://static.tigerbbs.com/a5941e72d128e8f10e6cbd0fae5c008b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/495399703650848","isVote":1,"tweetType":1,"viewCount":3789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}