+关注
乾元持稳
ALbeeLLL
IP属地:0
0
关注
36
粉丝
0
主题
0
勋章
主贴
热门
乾元持稳
2025-11-25
别人恐慌时,如何精准识别优质资产
从稳定亏损到小赚小亏,再到稳定盈利炒股养家,基本上所有的技术和方法我都用过了,要说真正帮助我走出亏损泥潭的,还是身经百战的一条条的市场实战经验,每一条都是真金白银堆出来的经验,无论是新手还是老股民,读懂少走几年弯路! 在股市想实现炒股养家,其实是破茧成蝶的一个过程,在股市亏损的大部分散户原因就是习惯不好,心态不好,没有一套规则约束自己,靠运气和感觉炒股,虽然运气好的时候能选出好股,但是大多时候选出的个股都让自己陷入困境,牢牢套住。人非圣贤,孰能无过,但是很多散户朋友一旦操作失误后,心态就会崩,之后开始恶性循环,难以翻身。 投资不易,第一个不易是因为学识和专业素养的门槛,第二不易是因为知行合一的障碍,第三个不易是品性的缺陷。长期的超额收益却要求这3者的结合,投资之不易正在于此。 炒股悟道,它的过程是一样的,从七亏到二平再到一赚,无非就是做到心无旁骛,不贪图各种各样的盈利模式。自己之前的无数交易笔录成为废纸;从说起股市滔滔不绝变成沉默寡言,这里总结了我自身悟道的五点: 1:全世界散户的通病,亏了死拿,稍微由亏转盈就会马上卖出,不看趋势,不看成交量,只看账户盈亏比,最后的结果就是亏损无限大,盈利有限小,需要反向操作,盈利了死拿,稍微亏损就割掉,我的止盈止损原则就是盈利15%,利润跌倒10%就止盈,继续涨就继续拿,让利润奔跑,如果买入后跌,亏损超过本金5%就止损。如果你能保证每次止盈10%,止损5%,那么操作100次,这样即便你的胜率只有50%,你的收益也将达到800%,难吗?难的是人的贪婪和恐惧,知行合一。 2、做强不做弱,做上不做下。当股市处于强势运行的时候要积极操作,不要畏手畏脚,当股市处于弱势运行的时候要学会轻仓甚至空仓,当股票处于上升趋势的时候可以持续格局,当股票处于下跌趋势的时候不要盲目抄底,一句话总结了市场大势和股票趋势的应对方法。 3:对一般事件消息不去理会。除了不
别人恐慌时,如何精准识别优质资产
乾元持稳
2025-12-31
站在跨年节点,2026年“科技创新+反内卷”双主线已然清晰。AI链产业升级、人形机器人、商业航天等新质生产力赛道政策加持不断,消费复苏与周期红利板块也蓄势待发。收官不是终点,而是新征程的起点。愿每位投资者带着2025年的经验与感悟,把握政策红利与产业周期的共振机会,在2026年的慢牛格局中,精准布局、稳步前行,共赴资本市场的新蓝海
$英伟达(NVDA)$
$三花智控(02050)$
$上海瀚讯(300762)$
$上证指数(000001.SH)$
乾元持稳
05-15
今日A股整体震荡偏弱,市场做多情绪低迷,权重与题材分化明显,成交量持续萎缩,资金观望情绪浓厚。蓝筹板块承压,成长题材轮动加快,热点持续性较差,短期缺乏明确主线。 操作上保持谨慎,不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块,逢低低吸,快进快出。 中期依旧以震荡筑底为主,耐心等待放量企稳信号,不盲目抄底,静待市场情绪回暖后再加大布局
$南亚新材(688519)$
$特斯拉(TSLA)$
$英伟达(NVDA)$
乾元持稳
16:26
今日A股整体呈现震荡整理态势,指数分化明显,沪指小幅波动,创业板偏弱震荡。市场情绪偏谨慎,热点轮动较快,消费、资源板块小幅活跃,科技赛道冲高回落,成交量维持温和水平,资金观望情绪较重。市场缺乏持续领涨主线,存量资金博弈特征突出,权重股护盘力度有限,题材股持续性不足,短期仍以结构性机会为主。外围扰动及国内经济复苏节奏,仍是影响市场波动的核心因素。保持轻仓为主,不盲目追高。短线聚焦低位轮动板块,快进快出;中线坚守业绩确定性标的,规避高位题材股回调风险。控制整体仓位,耐心等待市场放量企稳信号
$特斯拉(TSLA)$
$英伟达(NVDA)$
乾元持稳
01-19
今天市场缩量,热度被压制,市场题材股多数洗盘几乎超卖了,上半周洗盘,下半周看起来,快的话,明后天都能回来一些,但是处于分化行情为主了。中线板块的话,后面关注电力概念
$三变科技(002112)$
$威唐工业(300707)$
$英伟达(NVDA)$
乾元持稳
01-23
今天早盘承压,午后突破,这个位置被放量突破,无论是否继续上去新高,都是做顶结构,纵观前几年的走势,多次都没创新高就草草结束了,那就等着后面调整后再看突破。下周业绩预告高峰期,但是下周谨慎小心为主
$崇达技术(002815)$
$天银机电(300342)$
$英伟达(NVDA)$
$腾讯控股(00700)$
乾元持稳
2025-11-11
操作策略 控制仓位在六成左右,避开高位拥挤科技赛道。聚焦资金调仓方向,布局估值合理、业绩确定的消费(食品饮料、医药)及新质生产力相关板块。短线遵循“买横不买竖”原则,回避高换手热门股;中长期可借调整优化配置,逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损,不盲目追高,把握板块轮动中的结构性机 个人观点,仅供参考!不作为投资建议。 欢迎点赞、收藏加关
$上证指数(000001.SH)$
$清水源(300437)$
$欢乐家(300997)$
$清水源(300437)$
乾元持稳
01-16
今日两市成交量继续3万亿左右,虽然出货比较多,但是热点依旧每天都有。这两天主要集中在大科技,年报股方向多一些,存储芯片,半导体持续大涨,cpo板块持续拉了一些,周期股有色继续上扬。下周依旧是年报轮动,只不过题材回踩之后,有一些也要分化反弹回来了
$光迅科技(002281)$
$昆仑万维(300418)$
$威唐工业(300707)$
$小米集团-W(01810)$
乾元持稳
2025-12-29
今天市场延续强势格局,明天节前兑现最后一个交易日,仍会面临一定抛压压力,能否上整数关口,希望最后交易日,市场能呈现一场《满汉全席》的收官行情
$漱玉平民(301017)$
$翠微股份(603123)$
$英伟达(NVDA)$
乾元持稳
2025-12-08
今天高开高走,能量爆发的强势表现,紧盯科技成长主线,zc驱动,消费复苏,把握跨年行情机会的同时,守住风险底线。祝大家收益翻
$三花智控(02050)$
$杰普特(688025)$
$英伟达(NVDA)$
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4225848040088360","uuid":"4225848040088360","gmtCreate":1762744851148,"gmtModify":1764123602000,"name":"乾元持稳","pinyin":"qycwqianyuanchiwen","introduction":"","introductionEn":null,"signature":"ALbeeLLL","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":36,"headSize":0,"tweetSize":83,"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":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":565487442396248,"gmtCreate":1779092776965,"gmtModify":1779092779856,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日A股整体呈现震荡整理态势,指数分化明显,沪指小幅波动,创业板偏弱震荡。市场情绪偏谨慎,热点轮动较快,消费、资源板块小幅活跃,科技赛道冲高回落,成交量维持温和水平,资金观望情绪较重。市场缺乏持续领涨主线,存量资金博弈特征突出,权重股护盘力度有限,题材股持续性不足,短期仍以结构性机会为主。外围扰动及国内经济复苏节奏,仍是影响市场波动的核心因素。保持轻仓为主,不盲目追高。短线聚焦低位轮动板块,快进快出;中线坚守业绩确定性标的,规避高位题材股回调风险。控制整体仓位,耐心等待市场放量企稳信号<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今日A股整体呈现震荡整理态势,指数分化明显,沪指小幅波动,创业板偏弱震荡。市场情绪偏谨慎,热点轮动较快,消费、资源板块小幅活跃,科技赛道冲高回落,成交量维持温和水平,资金观望情绪较重。市场缺乏持续领涨主线,存量资金博弈特征突出,权重股护盘力度有限,题材股持续性不足,短期仍以结构性机会为主。外围扰动及国内经济复苏节奏,仍是影响市场波动的核心因素。保持轻仓为主,不盲目追高。短线聚焦低位轮动板块,快进快出;中线坚守业绩确定性标的,规避高位题材股回调风险。控制整体仓位,耐心等待市场放量企稳信号<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今日A股整体呈现震荡整理态势,指数分化明显,沪指小幅波动,创业板偏弱震荡。市场情绪偏谨慎,热点轮动较快,消费、资源板块小幅活跃,科技赛道冲高回落,成交量维持温和水平,资金观望情绪较重。市场缺乏持续领涨主线,存量资金博弈特征突出,权重股护盘力度有限,题材股持续性不足,短期仍以结构性机会为主。外围扰动及国内经济复苏节奏,仍是影响市场波动的核心因素。保持轻仓为主,不盲目追高。短线聚焦低位轮动板块,快进快出;中线坚守业绩确定性标的,规避高位题材股回调风险。控制整体仓位,耐心等待市场放量企稳信号$特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/565487442396248","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274794883866","authorId":"3479274794883866","name":"falleno","avatar":"https://static.laohu8.com/picture143","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274794883866","authorIdStr":"3479274794883866"},"content":"科技冲高回落太真实了,还是得等放量信号,轻仓蹲轮动更稳。","text":"科技冲高回落太真实了,还是得等放量信号,轻仓蹲轮动更稳。","html":"科技冲高回落太真实了,还是得等放量信号,轻仓蹲轮动更稳。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564431611937616,"gmtCreate":1778835001154,"gmtModify":1778835802160,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日A股整体震荡偏弱,市场做多情绪低迷,权重与题材分化明显,成交量持续萎缩,资金观望情绪浓厚。蓝筹板块承压,成长题材轮动加快,热点持续性较差,短期缺乏明确主线。 操作上保持谨慎,不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块,逢低低吸,快进快出。 中期依旧以震荡筑底为主,耐心等待放量企稳信号,不盲目抄底,静待市场情绪回暖后再加大布局<a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今日A股整体震荡偏弱,市场做多情绪低迷,权重与题材分化明显,成交量持续萎缩,资金观望情绪浓厚。蓝筹板块承压,成长题材轮动加快,热点持续性较差,短期缺乏明确主线。 操作上保持谨慎,不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块,逢低低吸,快进快出。 中期依旧以震荡筑底为主,耐心等待放量企稳信号,不盲目抄底,静待市场情绪回暖后再加大布局<a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今日A股整体震荡偏弱,市场做多情绪低迷,权重与题材分化明显,成交量持续萎缩,资金观望情绪浓厚。蓝筹板块承压,成长题材轮动加快,热点持续性较差,短期缺乏明确主线。 操作上保持谨慎,不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块,逢低低吸,快进快出。 中期依旧以震荡筑底为主,耐心等待放量企稳信号,不盲目抄底,静待市场情绪回暖后再加大布局$南亚新材(688519)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/564431611937616","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000641","authorId":"9000000000000641","name":"CyrilDavy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000641","authorIdStr":"9000000000000641"},"content":"这量能确实难搞,英伟达特斯拉也得先等等?","text":"这量能确实难搞,英伟达特斯拉也得先等等?","html":"这量能确实难搞,英伟达特斯拉也得先等等?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564058092472032,"gmtCreate":1778743884174,"gmtModify":1778743890268,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"A股走出高开低走、放量普跌的,属于连续大涨后的高位分歧、获利盘集中兑现。 今天大跌后,周五大概率迎来情绪修复、小幅反弹,属于回踩后的技术性反抽。 市场流动性充裕,AI+硬科技仍是绝对主线,调整只是中途休整,趋势行情延续,不用过度恐慌。 高位科技股短期交易拥挤,资金抱团松动,谨防高位股持续杀跌;海外美债收益率波动,外资有阶段性流出压力。 主线:AI算力、半导体、存储芯片、CPO,只做回踩企稳的低位标的,避开纯高位题材股,优先选有业绩支撑的硬科技。 防御:电力、特高压、中字头基建、公用事业,资金避险首选,震荡市抗跌性强。 规避:高位纯题材小票、高位消费、医药冷门板块,短期无资金关注<a href=\"https://laohu8.com/S/002654\">$万润科技(002654)$ </a> <a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"A股走出高开低走、放量普跌的,属于连续大涨后的高位分歧、获利盘集中兑现。 今天大跌后,周五大概率迎来情绪修复、小幅反弹,属于回踩后的技术性反抽。 市场流动性充裕,AI+硬科技仍是绝对主线,调整只是中途休整,趋势行情延续,不用过度恐慌。 高位科技股短期交易拥挤,资金抱团松动,谨防高位股持续杀跌;海外美债收益率波动,外资有阶段性流出压力。 主线:AI算力、半导体、存储芯片、CPO,只做回踩企稳的低位标的,避开纯高位题材股,优先选有业绩支撑的硬科技。 防御:电力、特高压、中字头基建、公用事业,资金避险首选,震荡市抗跌性强。 规避:高位纯题材小票、高位消费、医药冷门板块,短期无资金关注<a href=\"https://laohu8.com/S/002654\">$万润科技(002654)$ </a> <a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"A股走出高开低走、放量普跌的,属于连续大涨后的高位分歧、获利盘集中兑现。 今天大跌后,周五大概率迎来情绪修复、小幅反弹,属于回踩后的技术性反抽。 市场流动性充裕,AI+硬科技仍是绝对主线,调整只是中途休整,趋势行情延续,不用过度恐慌。 高位科技股短期交易拥挤,资金抱团松动,谨防高位股持续杀跌;海外美债收益率波动,外资有阶段性流出压力。 主线:AI算力、半导体、存储芯片、CPO,只做回踩企稳的低位标的,避开纯高位题材股,优先选有业绩支撑的硬科技。 防御:电力、特高压、中字头基建、公用事业,资金避险首选,震荡市抗跌性强。 规避:高位纯题材小票、高位消费、医药冷门板块,短期无资金关注$万润科技(002654)$ $南亚新材(688519)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/a3b797760273a3f7fdcdb578f13a8db3","width":"1320","height":"1546"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564058092472032","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":563721463121248,"gmtCreate":1778661644772,"gmtModify":1778661658049,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"指数低开高走、强势收涨。创业板指,创历史新高。科技成长全面回暖。 早盘AI高位股回调、黄金/电力避险;午后AI算力、半导体、消费电子全线爆发,成长主线明确。总体:震荡上行、结构为王。流动性充裕、风险偏好回升,科技成长主线不变,但高位股波动加大,低位中小盘更具性价比<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/002654\">$万润科技(002654)$ </a> ","listText":"指数低开高走、强势收涨。创业板指,创历史新高。科技成长全面回暖。 早盘AI高位股回调、黄金/电力避险;午后AI算力、半导体、消费电子全线爆发,成长主线明确。总体:震荡上行、结构为王。流动性充裕、风险偏好回升,科技成长主线不变,但高位股波动加大,低位中小盘更具性价比<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/002654\">$万润科技(002654)$ </a> ","text":"指数低开高走、强势收涨。创业板指,创历史新高。科技成长全面回暖。 早盘AI高位股回调、黄金/电力避险;午后AI算力、半导体、消费电子全线爆发,成长主线明确。总体:震荡上行、结构为王。流动性充裕、风险偏好回升,科技成长主线不变,但高位股波动加大,低位中小盘更具性价比$特斯拉(TSLA)$ $苹果(AAPL)$ $南亚新材(688519)$ $万润科技(002654)$","images":[{"img":"https://static.tigerbbs.com/eea63d33863d7191587452634f33dbf0","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563721463121248","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":563415476904864,"gmtCreate":1778572182843,"gmtModify":1778572195471,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天市场结构性行情,聚焦科技成长(光模块/半导体/算力)+电力设备主线,回避高位纯题材股。主线:光模块、半导体设备、特高压逆势强;稀土、创新药、AI应用回调,资金向存储、光纤、算力基建收敛。高位分歧加剧,涨停家数大减,赚钱效应回落。震荡分化、科技主线韧性足;控仓波段、不贪多、不恋战,破位果断减仓,保住利润为先<a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"今天市场结构性行情,聚焦科技成长(光模块/半导体/算力)+电力设备主线,回避高位纯题材股。主线:光模块、半导体设备、特高压逆势强;稀土、创新药、AI应用回调,资金向存储、光纤、算力基建收敛。高位分歧加剧,涨停家数大减,赚钱效应回落。震荡分化、科技主线韧性足;控仓波段、不贪多、不恋战,破位果断减仓,保住利润为先<a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"今天市场结构性行情,聚焦科技成长(光模块/半导体/算力)+电力设备主线,回避高位纯题材股。主线:光模块、半导体设备、特高压逆势强;稀土、创新药、AI应用回调,资金向存储、光纤、算力基建收敛。高位分歧加剧,涨停家数大减,赚钱效应回落。震荡分化、科技主线韧性足;控仓波段、不贪多、不恋战,破位果断减仓,保住利润为先$中润光学(688307)$ $高澜股份(300499)$ $南亚新材(688519)$ $特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/f26b3f5a21589189452370a6c55f5079","width":"1320","height":"1452"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/563415476904864","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000593","authorId":"9000000000000593","name":"EuniceGrote","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000593","authorIdStr":"9000000000000593"},"content":"科技线还硬 特斯拉这边你也先防守吗","text":"科技线还硬 特斯拉这边你也先防守吗","html":"科技线还硬 特斯拉这边你也先防守吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":563022320448088,"gmtCreate":1778485174049,"gmtModify":1778485211015,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天指数强势创11年新高,科技硬科技主线全面爆发,资金“避高就低”,结构性牛市极致演绎。成交量持续放大,百亿涨停遍地,硬科技是绝对主线:半导体、存储芯片、AI算力、液冷PCB全线爆发。 市场风格:高位科技大票震荡分化,资金开始往低位没涨过的科技小票、细分新题材扎堆。 短线情绪到高位,新股、小票炒作疯狂,高位连板股随时有回调风险。思路:轻指数、重个股,控仓做轮动,不追高位,低吸低位<a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> <a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今天指数强势创11年新高,科技硬科技主线全面爆发,资金“避高就低”,结构性牛市极致演绎。成交量持续放大,百亿涨停遍地,硬科技是绝对主线:半导体、存储芯片、AI算力、液冷PCB全线爆发。 市场风格:高位科技大票震荡分化,资金开始往低位没涨过的科技小票、细分新题材扎堆。 短线情绪到高位,新股、小票炒作疯狂,高位连板股随时有回调风险。思路:轻指数、重个股,控仓做轮动,不追高位,低吸低位<a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> <a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今天指数强势创11年新高,科技硬科技主线全面爆发,资金“避高就低”,结构性牛市极致演绎。成交量持续放大,百亿涨停遍地,硬科技是绝对主线:半导体、存储芯片、AI算力、液冷PCB全线爆发。 市场风格:高位科技大票震荡分化,资金开始往低位没涨过的科技小票、细分新题材扎堆。 短线情绪到高位,新股、小票炒作疯狂,高位连板股随时有回调风险。思路:轻指数、重个股,控仓做轮动,不追高位,低吸低位$高澜股份(300499)$ $光迅科技(002281)$ $中润光学(688307)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/8386f4766807832d1219b557d02a2f4e","width":"1320","height":"1294"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/563022320448088","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000465","authorId":"9000000000000465","name":"MurielRobin","avatar":"https://static.tigerbbs.com/de21e2bda44bd29f97a5af444dbc41de","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000465","authorIdStr":"9000000000000465"},"content":"英伟达我也拿着 这波小票真不追 你说轮动还能持续几天","text":"英伟达我也拿着 这波小票真不追 你说轮动还能持续几天","html":"英伟达我也拿着 这波小票真不追 你说轮动还能持续几天"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561954298740896,"gmtCreate":1778227565583,"gmtModify":1778227568651,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 今天A股就是指数震荡、个股热闹,大盘没跌啥,但分化特别明显,行情没坏,就是震荡洗盘。简单说,主力在卖高位赚钱的,去低位找新机会。别贪心。现在就是结构性行情,选对方向比啥都重要,稳着来别瞎折腾。市场波动大,盯紧低位高景气赛道<a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a> 今天A股就是指数震荡、个股热闹,大盘没跌啥,但分化特别明显,行情没坏,就是震荡洗盘。简单说,主力在卖高位赚钱的,去低位找新机会。别贪心。现在就是结构性行情,选对方向比啥都重要,稳着来别瞎折腾。市场波动大,盯紧低位高景气赛道<a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> ","text":"$CoreWeave, Inc.(CRWV)$ 今天A股就是指数震荡、个股热闹,大盘没跌啥,但分化特别明显,行情没坏,就是震荡洗盘。简单说,主力在卖高位赚钱的,去低位找新机会。别贪心。现在就是结构性行情,选对方向比啥都重要,稳着来别瞎折腾。市场波动大,盯紧低位高景气赛道$高澜股份(300499)$ $高澜股份(300499)$","images":[{"img":"https://static.tigerbbs.com/8c207c7d56a91479d9b2adc0d62646a4","width":"1320","height":"1292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561954298740896","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000484","authorId":"9000000000000484","name":"MerleBobby","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000484","authorIdStr":"9000000000000484"},"content":"低位也得看量吧 你盯哪类","text":"低位也得看量吧 你盯哪类","html":"低位也得看量吧 你盯哪类"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561594302961040,"gmtCreate":1778139695227,"gmtModify":1778139698658,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天科技继续大涨,光纤,光通信,cpo这些光暴涨大涨上攻,半导体分化反弹一些继续。低位AI算力题材会起来,一点都不输大科技,但是主线还是绩优股大科技方向多一些,虽然很高,但是架不住市场资金放量追涨,操作策略:光通信板块的大科技近期走强,光纤,光膜,cpo,pcb等等都好,就连光通信原材料的有色板块也跟着收益起来。题材里面,电力,商业航天,机器人,AI应用,算力题材是主线。(控制仓位<a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> ","listText":"今天科技继续大涨,光纤,光通信,cpo这些光暴涨大涨上攻,半导体分化反弹一些继续。低位AI算力题材会起来,一点都不输大科技,但是主线还是绩优股大科技方向多一些,虽然很高,但是架不住市场资金放量追涨,操作策略:光通信板块的大科技近期走强,光纤,光膜,cpo,pcb等等都好,就连光通信原材料的有色板块也跟着收益起来。题材里面,电力,商业航天,机器人,AI应用,算力题材是主线。(控制仓位<a href=\"https://laohu8.com/S/300499\">$高澜股份(300499)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> ","text":"今天科技继续大涨,光纤,光通信,cpo这些光暴涨大涨上攻,半导体分化反弹一些继续。低位AI算力题材会起来,一点都不输大科技,但是主线还是绩优股大科技方向多一些,虽然很高,但是架不住市场资金放量追涨,操作策略:光通信板块的大科技近期走强,光纤,光膜,cpo,pcb等等都好,就连光通信原材料的有色板块也跟着收益起来。题材里面,电力,商业航天,机器人,AI应用,算力题材是主线。(控制仓位$高澜股份(300499)$ $光迅科技(002281)$","images":[{"img":"https://static.tigerbbs.com/d15088855c77867b77895ba7bc536bcb","width":"1304","height":"1188"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/561594302961040","isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000676","authorId":"9000000000000676","name":"BlancheElsie","avatar":"https://static.tigerbbs.com/7dc55b230289c743aeec52990c56cc51","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000676","authorIdStr":"9000000000000676"},"content":"这波量化追高真猛 算力能接住吗","text":"这波量化追高真猛 算力能接住吗","html":"这波量化追高真猛 算力能接住吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":555593996407792,"gmtCreate":1776677704995,"gmtModify":1776677785992,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天两市成交干到2.61万亿,放量但不疯涨。整体就是:指数往上拱,沪强深弱,涨多跌少,赚钱效应集中在硬科技,杂毛股没人理。 最强风口:商业航天直接涨停潮,借着航天日利好彻底起飞;AI算力、光模块、半导体跟着反弹,科创50大涨,这波是科技主线回归。指数没毛病,轻指数、重个股,选对赛道吃肉,选错赛道看戏甚至挨揍。总仓位5-6成,别满仓别空仓;主线占大头,垃圾股清掉,留现金等低吸。现在不是躺赢行情,是选对赛道赚大钱,乱买赚不到。明天跟着主线低吸高抛,别贪,稳着来就能跑赢大多数人<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今天两市成交干到2.61万亿,放量但不疯涨。整体就是:指数往上拱,沪强深弱,涨多跌少,赚钱效应集中在硬科技,杂毛股没人理。 最强风口:商业航天直接涨停潮,借着航天日利好彻底起飞;AI算力、光模块、半导体跟着反弹,科创50大涨,这波是科技主线回归。指数没毛病,轻指数、重个股,选对赛道吃肉,选错赛道看戏甚至挨揍。总仓位5-6成,别满仓别空仓;主线占大头,垃圾股清掉,留现金等低吸。现在不是躺赢行情,是选对赛道赚大钱,乱买赚不到。明天跟着主线低吸高抛,别贪,稳着来就能跑赢大多数人<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今天两市成交干到2.61万亿,放量但不疯涨。整体就是:指数往上拱,沪强深弱,涨多跌少,赚钱效应集中在硬科技,杂毛股没人理。 最强风口:商业航天直接涨停潮,借着航天日利好彻底起飞;AI算力、光模块、半导体跟着反弹,科创50大涨,这波是科技主线回归。指数没毛病,轻指数、重个股,选对赛道吃肉,选错赛道看戏甚至挨揍。总仓位5-6成,别满仓别空仓;主线占大头,垃圾股清掉,留现金等低吸。现在不是躺赢行情,是选对赛道赚大钱,乱买赚不到。明天跟着主线低吸高抛,别贪,稳着来就能跑赢大多数人$贵州茅台(600519)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/d9b7cb608cc39352d7d1b740d3fb2af6","width":"1320","height":"736"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555593996407792","isVote":1,"tweetType":1,"viewCount":1623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":552031963277304,"gmtCreate":1775808067258,"gmtModify":1775811239541,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日两市成交量2.3万亿,大科技继续冲高,但是创业板创新高之后超买,尾盘半个小时大科技出货,有个别害出现跳水。题材股小幅冲高回踩的居多,题材股依旧没量。电池大涨居多。早盘电池,证券金融大涨,还是涨那些季报年报较好的,当然电池锂矿有消息刺激上攻。这轮季报年报股主要在cpo,pcb,存储芯片,以及新能源,和中字头大蓝筹来回,cpo最强,连续涨四个交易日,今天出现一部分抛压,逢周末出货一些很正常,这四周以来每逢周五都有出货防御周末的地缘政治风险。周末人家谈判,也希望美伊谈判能逐渐好转才行<a href=\"https://laohu8.com/S/301517\">$陕西华达(301517)$ </a> <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> ","listText":"今日两市成交量2.3万亿,大科技继续冲高,但是创业板创新高之后超买,尾盘半个小时大科技出货,有个别害出现跳水。题材股小幅冲高回踩的居多,题材股依旧没量。电池大涨居多。早盘电池,证券金融大涨,还是涨那些季报年报较好的,当然电池锂矿有消息刺激上攻。这轮季报年报股主要在cpo,pcb,存储芯片,以及新能源,和中字头大蓝筹来回,cpo最强,连续涨四个交易日,今天出现一部分抛压,逢周末出货一些很正常,这四周以来每逢周五都有出货防御周末的地缘政治风险。周末人家谈判,也希望美伊谈判能逐渐好转才行<a href=\"https://laohu8.com/S/301517\">$陕西华达(301517)$ </a> <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> ","text":"今日两市成交量2.3万亿,大科技继续冲高,但是创业板创新高之后超买,尾盘半个小时大科技出货,有个别害出现跳水。题材股小幅冲高回踩的居多,题材股依旧没量。电池大涨居多。早盘电池,证券金融大涨,还是涨那些季报年报较好的,当然电池锂矿有消息刺激上攻。这轮季报年报股主要在cpo,pcb,存储芯片,以及新能源,和中字头大蓝筹来回,cpo最强,连续涨四个交易日,今天出现一部分抛压,逢周末出货一些很正常,这四周以来每逢周五都有出货防御周末的地缘政治风险。周末人家谈判,也希望美伊谈判能逐渐好转才行$陕西华达(301517)$ $贵州茅台(600519)$","images":[{"img":"https://static.tigerbbs.com/bb9f70e436349dfd1e4b9bb63e6a5387","width":"1320","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552031963277304","isVote":1,"tweetType":1,"viewCount":1867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":545769759723584,"gmtCreate":1774254002373,"gmtModify":1774254005704,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日成交量2.4万多亿,成交量主要在早盘放的,日韩股市在A股开盘前就暴跌,A股开盘就放量出货。今天电力依旧涨停潮,还是绿电为主,算力协同涨的基本上都是绿电,传统火电或者其他电力后面等涨暑期用电的话,也没这波强势了。后面新的行情有什么主线暂时未知,至少电力部分还在。","listText":"今日成交量2.4万多亿,成交量主要在早盘放的,日韩股市在A股开盘前就暴跌,A股开盘就放量出货。今天电力依旧涨停潮,还是绿电为主,算力协同涨的基本上都是绿电,传统火电或者其他电力后面等涨暑期用电的话,也没这波强势了。后面新的行情有什么主线暂时未知,至少电力部分还在。","text":"今日成交量2.4万多亿,成交量主要在早盘放的,日韩股市在A股开盘前就暴跌,A股开盘就放量出货。今天电力依旧涨停潮,还是绿电为主,算力协同涨的基本上都是绿电,传统火电或者其他电力后面等涨暑期用电的话,也没这波强势了。后面新的行情有什么主线暂时未知,至少电力部分还在。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/545769759723584","isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000525","authorId":"9000000000000525","name":"JuliusGoldsmith","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000525","authorIdStr":"9000000000000525"},"content":"电力这波冲得真猛,绿电带头,新主线还得观望。","text":"电力这波冲得真猛,绿电带头,新主线还得观望。","html":"电力这波冲得真猛,绿电带头,新主线还得观望。"},{"author":{"id":"9000000000000380","authorId":"9000000000000380","name":"TabLucy","avatar":"https://static.tigerbbs.com/e0279ea147c791ded957d8395d248171","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000380","authorIdStr":"9000000000000380"},"content":"电力股又爆了,绿电领头羊,等新热点吧","text":"电力股又爆了,绿电领头羊,等新热点吧","html":"电力股又爆了,绿电领头羊,等新热点吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544202967765616,"gmtCreate":1773911833157,"gmtModify":1773911967889,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天成交量2.1万亿,缩量砸盘,主板4000点失而复得,主板进入超跌回踩区域。期货板块石油,燃气。煤炭早盘走好,带A股这些板块上攻一些,还是中东局势影响。盘中还是电力唯一主线,电力依旧涨停不少,绿电还是强势。目前的行情,电力持续主线,旅游消费要等科技股下来之后再看<a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/002261\">$拓维信息(002261)$ </a> ","listText":"今天成交量2.1万亿,缩量砸盘,主板4000点失而复得,主板进入超跌回踩区域。期货板块石油,燃气。煤炭早盘走好,带A股这些板块上攻一些,还是中东局势影响。盘中还是电力唯一主线,电力依旧涨停不少,绿电还是强势。目前的行情,电力持续主线,旅游消费要等科技股下来之后再看<a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/002261\">$拓维信息(002261)$ </a> ","text":"今天成交量2.1万亿,缩量砸盘,主板4000点失而复得,主板进入超跌回踩区域。期货板块石油,燃气。煤炭早盘走好,带A股这些板块上攻一些,还是中东局势影响。盘中还是电力唯一主线,电力依旧涨停不少,绿电还是强势。目前的行情,电力持续主线,旅游消费要等科技股下来之后再看$中润光学(688307)$ $拓维信息(002261)$","images":[{"img":"https://static.tigerbbs.com/49eac3f085bb45607eb76057ce5f0ee7","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/544202967765616","isVote":1,"tweetType":1,"viewCount":2471,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000183","authorId":"9000000000000183","name":"BobbyLopez","avatar":"https://static.tigerbbs.com/f0c95f558bdc0b169aeac2db30419dc8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000183","authorIdStr":"9000000000000183"},"content":"电力主线真猛,绿电涨停一片!","text":"电力主线真猛,绿电涨停一片!","html":"电力主线真猛,绿电涨停一片!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":544070638567936,"gmtCreate":1773820508109,"gmtModify":1773820850758,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日两市成交量2万亿出头,昨天大跌的科技股cpo今天大涨回来,当然,主要还是存储芯片大涨为主。存储芯片继续大涨,带动算力上攻,算力板块,cpo等等都大涨,到了午后连带AI,龙虾那些科技股纷纷上攻,港股大模型大涨,A股AI们跟着反弹。消费和资源能源股普跌,电力依旧涨停潮,电力每天都有个别涨停,无论是否调整都是如此,板块指数没新高做顶前,还是会分化。旅游消费,明天有望回来<a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/002261\">$拓维信息(002261)$ </a> ","listText":"今日两市成交量2万亿出头,昨天大跌的科技股cpo今天大涨回来,当然,主要还是存储芯片大涨为主。存储芯片继续大涨,带动算力上攻,算力板块,cpo等等都大涨,到了午后连带AI,龙虾那些科技股纷纷上攻,港股大模型大涨,A股AI们跟着反弹。消费和资源能源股普跌,电力依旧涨停潮,电力每天都有个别涨停,无论是否调整都是如此,板块指数没新高做顶前,还是会分化。旅游消费,明天有望回来<a href=\"https://laohu8.com/S/688307\">$中润光学(688307)$ </a> <a href=\"https://laohu8.com/S/002261\">$拓维信息(002261)$ </a> ","text":"今日两市成交量2万亿出头,昨天大跌的科技股cpo今天大涨回来,当然,主要还是存储芯片大涨为主。存储芯片继续大涨,带动算力上攻,算力板块,cpo等等都大涨,到了午后连带AI,龙虾那些科技股纷纷上攻,港股大模型大涨,A股AI们跟着反弹。消费和资源能源股普跌,电力依旧涨停潮,电力每天都有个别涨停,无论是否调整都是如此,板块指数没新高做顶前,还是会分化。旅游消费,明天有望回来$中润光学(688307)$ $拓维信息(002261)$","images":[{"img":"https://static.tigerbbs.com/164ef49f9de63b553f9fbcb96a2cfa65","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/544070638567936","isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274700653540","authorId":"3479274700653540","name":"financead","avatar":"https://static.laohu8.com/picture29","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274700653540","authorIdStr":"3479274700653540"},"content":"存储芯片真猛,把算力CPO全带飞了!","text":"存储芯片真猛,把算力CPO全带飞了!","html":"存储芯片真猛,把算力CPO全带飞了!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":543610340630792,"gmtCreate":1773742939253,"gmtModify":1773742942708,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天的指数被大科技带跌,回踩走势明显,但是没放量,至少还是处于调整反复阶段,后面的防御品种,依旧是旅游消费,电力这些来回做T。但是回踩的那些电力还是值得看的。这两周回踩洗盘的电力逢低重新埋伏回去,静等下一个阶段行情。调整行情轻仓为主<a href=\"https://laohu8.com/S/301308\">$江波龙(301308)$ </a> <a href=\"https://laohu8.com/S/001369\">$双欣材料(001369)$ </a> ","listText":"今天的指数被大科技带跌,回踩走势明显,但是没放量,至少还是处于调整反复阶段,后面的防御品种,依旧是旅游消费,电力这些来回做T。但是回踩的那些电力还是值得看的。这两周回踩洗盘的电力逢低重新埋伏回去,静等下一个阶段行情。调整行情轻仓为主<a href=\"https://laohu8.com/S/301308\">$江波龙(301308)$ </a> <a href=\"https://laohu8.com/S/001369\">$双欣材料(001369)$ </a> ","text":"今天的指数被大科技带跌,回踩走势明显,但是没放量,至少还是处于调整反复阶段,后面的防御品种,依旧是旅游消费,电力这些来回做T。但是回踩的那些电力还是值得看的。这两周回踩洗盘的电力逢低重新埋伏回去,静等下一个阶段行情。调整行情轻仓为主$江波龙(301308)$ $双欣材料(001369)$","images":[{"img":"https://static.tigerbbs.com/edccb4fad746661cf02e78a0e9f1d2a8","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543610340630792","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":543233109693464,"gmtCreate":1773650769826,"gmtModify":1773650773834,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日继续缩量,早盘回踩的时候,消费是逆势的,但是午后大科技开始上攻之后,很多都回踩下来,大科技存储芯片大涨带头,pcb后面上攻,cpo分化反弹。资源股能源股普跌。消费小幅普涨,也是没龙头,基本上还是洗盘吸筹为主。接下来就看旅游消费和电力来回拉扯就行了<a href=\"https://laohu8.com/S/301308\">$江波龙(301308)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> ","listText":"今日继续缩量,早盘回踩的时候,消费是逆势的,但是午后大科技开始上攻之后,很多都回踩下来,大科技存储芯片大涨带头,pcb后面上攻,cpo分化反弹。资源股能源股普跌。消费小幅普涨,也是没龙头,基本上还是洗盘吸筹为主。接下来就看旅游消费和电力来回拉扯就行了<a href=\"https://laohu8.com/S/301308\">$江波龙(301308)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> ","text":"今日继续缩量,早盘回踩的时候,消费是逆势的,但是午后大科技开始上攻之后,很多都回踩下来,大科技存储芯片大涨带头,pcb后面上攻,cpo分化反弹。资源股能源股普跌。消费小幅普涨,也是没龙头,基本上还是洗盘吸筹为主。接下来就看旅游消费和电力来回拉扯就行了$江波龙(301308)$ $英伟达(NVDA)$ $上证指数(000001.SH)$","images":[{"img":"https://static.tigerbbs.com/6addfb3cb90c1acbe714b81269ec0a92","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/543233109693464","isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000668","authorId":"9000000000000668","name":"BridgetBirrell","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000668","authorIdStr":"9000000000000668"},"content":"消费洗盘吸筹,电力旅游拉扯,震荡行情继续熬。","text":"消费洗盘吸筹,电力旅游拉扯,震荡行情继续熬。","html":"消费洗盘吸筹,电力旅游拉扯,震荡行情继续熬。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":542369409946352,"gmtCreate":1773387930097,"gmtModify":1773387933673,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天风电大涨一些,盘中早盘逆势上攻大涨最多的是化工,尤其是磷化工,其他周期股除了有色以外,煤炭,水泥,钢铁都跟着上攻了一些,只是午后普跌才跟着回踩。其次就是其他消费,诸如零售,食品,纺织服装这些,白酒这两天也一直吸筹,回踩洗盘之后就筑底上攻,控制仓位<a href=\"https://laohu8.com/S/688295\">$中复神鹰(688295)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> ","listText":"今天风电大涨一些,盘中早盘逆势上攻大涨最多的是化工,尤其是磷化工,其他周期股除了有色以外,煤炭,水泥,钢铁都跟着上攻了一些,只是午后普跌才跟着回踩。其次就是其他消费,诸如零售,食品,纺织服装这些,白酒这两天也一直吸筹,回踩洗盘之后就筑底上攻,控制仓位<a href=\"https://laohu8.com/S/688295\">$中复神鹰(688295)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> ","text":"今天风电大涨一些,盘中早盘逆势上攻大涨最多的是化工,尤其是磷化工,其他周期股除了有色以外,煤炭,水泥,钢铁都跟着上攻了一些,只是午后普跌才跟着回踩。其次就是其他消费,诸如零售,食品,纺织服装这些,白酒这两天也一直吸筹,回踩洗盘之后就筑底上攻,控制仓位$中复神鹰(688295)$ $光迅科技(002281)$","images":[{"img":"https://static.tigerbbs.com/ab2dd8d2a36141a97a6e773963963856","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/542369409946352","isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000630","authorId":"9000000000000630","name":"Marialina","avatar":"https://static.tigerbbs.com/0a6012312e0fbca717b841533feebe12","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000630","authorIdStr":"9000000000000630"},"content":"化工逆势领涨,风电也强,仓位控制得稳!","text":"化工逆势领涨,风电也强,仓位控制得稳!","html":"化工逆势领涨,风电也强,仓位控制得稳!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":541823924146904,"gmtCreate":1773306807195,"gmtModify":1773306990286,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天早盘指数回踩的时候,逆势的品种还是石油,燃气,煤炭,化工这些。午后拉电力和指数回来的时候,这些逆势品种就回踩了。这轮待涨的电力依旧有不少,后面还有。当然,如果能走回踩就更好了,能低吸的更多<a href=\"https://laohu8.com/S/688295\">$中复神鹰(688295)$ </a><a href=\"https://laohu8.com/S/688195\">$腾景科技(688195)$ </a> ","listText":"今天早盘指数回踩的时候,逆势的品种还是石油,燃气,煤炭,化工这些。午后拉电力和指数回来的时候,这些逆势品种就回踩了。这轮待涨的电力依旧有不少,后面还有。当然,如果能走回踩就更好了,能低吸的更多<a href=\"https://laohu8.com/S/688295\">$中复神鹰(688295)$ </a><a href=\"https://laohu8.com/S/688195\">$腾景科技(688195)$ </a> ","text":"今天早盘指数回踩的时候,逆势的品种还是石油,燃气,煤炭,化工这些。午后拉电力和指数回来的时候,这些逆势品种就回踩了。这轮待涨的电力依旧有不少,后面还有。当然,如果能走回踩就更好了,能低吸的更多$中复神鹰(688295)$ $腾景科技(688195)$","images":[{"img":"https://static.tigerbbs.com/22bb0c1ec6bb378a112cf20b8fb9e851","width":"1320","height":"2868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/541823924146904","isVote":1,"tweetType":1,"viewCount":2119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274793181513","authorId":"3479274793181513","name":"qingg123","avatar":"https://static.laohu8.com/picture140","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274793181513","authorIdStr":"3479274793181513"},"content":"电力股潜力足,等回踩低吸上车!","text":"电力股潜力足,等回踩低吸上车!","html":"电力股潜力足,等回踩低吸上车!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":541511298647392,"gmtCreate":1773230408343,"gmtModify":1773230421302,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天继续放量继续主升浪逼空上行。大科技今天冲高后分化回踩,龙虾昨天冲高回踩,今天继续回踩洗盘,这板块分化结构,明天要是有到位反弹,也可以适当高抛等待下一次<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","listText":"今天继续放量继续主升浪逼空上行。大科技今天冲高后分化回踩,龙虾昨天冲高回踩,今天继续回踩洗盘,这板块分化结构,明天要是有到位反弹,也可以适当高抛等待下一次<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","text":"今天继续放量继续主升浪逼空上行。大科技今天冲高后分化回踩,龙虾昨天冲高回踩,今天继续回踩洗盘,这板块分化结构,明天要是有到位反弹,也可以适当高抛等待下一次$上证指数(000001.SH)$ $英伟达(NVDA)$ $苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/b8ed2c0f7d7e2cf5fb16b4717a1e7193","width":"1320","height":"984"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/541511298647392","isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787705598","authorId":"3479274787705598","name":"longlive100","avatar":"https://static.laohu8.com/picture130","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274787705598","authorIdStr":"3479274787705598"},"content":"分化洗盘,反弹高抛策略靠谱!","text":"分化洗盘,反弹高抛策略靠谱!","html":"分化洗盘,反弹高抛策略靠谱!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":541111273285568,"gmtCreate":1773132809633,"gmtModify":1773132813134,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 今天除了昨天的石油那些大跌外,几乎还是缩量普涨。不同的是很多个股这两天类似筑底出来。电力板块今天放量滞涨分化,有出货,近期注意他做顶回踩。其他的板块,龙虾概念有分化,这板块近期有望成为新主线,还是AI算力为主,这些题材股近期筑底的,可以洗盘后继续看机会<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> ","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 今天除了昨天的石油那些大跌外,几乎还是缩量普涨。不同的是很多个股这两天类似筑底出来。电力板块今天放量滞涨分化,有出货,近期注意他做顶回踩。其他的板块,龙虾概念有分化,这板块近期有望成为新主线,还是AI算力为主,这些题材股近期筑底的,可以洗盘后继续看机会<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a> <a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> ","text":"$甲骨文(ORCL)$ 今天除了昨天的石油那些大跌外,几乎还是缩量普涨。不同的是很多个股这两天类似筑底出来。电力板块今天放量滞涨分化,有出货,近期注意他做顶回踩。其他的板块,龙虾概念有分化,这板块近期有望成为新主线,还是AI算力为主,这些题材股近期筑底的,可以洗盘后继续看机会$英伟达(NVDA)$ $苹果(AAPL)$ $比亚迪(002594)$ $光迅科技(002281)$","images":[{"img":"https://static.tigerbbs.com/53f928150ed620b8152bc6d0831dfb9e","width":"1320","height":"980"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/541111273285568","isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274781436276","authorId":"3479274781436276","name":"BecauseOfYou","avatar":"https://static.laohu8.com/picture117","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274781436276","authorIdStr":"3479274781436276"},"content":"AI算力真香,洗盘后上车!","text":"AI算力真香,洗盘后上车!","html":"AI算力真香,洗盘后上车!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":540810291394088,"gmtCreate":1773051895612,"gmtModify":1773051898191,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225848040088360","authorIdStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天两市下跌,受外围暴跌影响下回踩,近期电力老是冲高回踩以及轮流拉,电力板块现在主要偏算电协同概念多一些,一小部分低位快翻倍了,也有人还没涨,或者依旧还是回踩洗盘。今年的电力之所以提前就是涨AI用电,算电协同为主。其他的就看今天回来的所谓“龙虾”概念股能否持续了<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a> <a href=\"https://laohu8.com/S/001339\">$智微智能(001339)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","listText":"今天两市下跌,受外围暴跌影响下回踩,近期电力老是冲高回踩以及轮流拉,电力板块现在主要偏算电协同概念多一些,一小部分低位快翻倍了,也有人还没涨,或者依旧还是回踩洗盘。今年的电力之所以提前就是涨AI用电,算电协同为主。其他的就看今天回来的所谓“龙虾”概念股能否持续了<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a> <a href=\"https://laohu8.com/S/001339\">$智微智能(001339)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","text":"今天两市下跌,受外围暴跌影响下回踩,近期电力老是冲高回踩以及轮流拉,电力板块现在主要偏算电协同概念多一些,一小部分低位快翻倍了,也有人还没涨,或者依旧还是回踩洗盘。今年的电力之所以提前就是涨AI用电,算电协同为主。其他的就看今天回来的所谓“龙虾”概念股能否持续了$比亚迪(002594)$ $智微智能(001339)$ $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/540810291394088","isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000349","authorId":"9000000000000349","name":"WernerBilly","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000349","authorIdStr":"9000000000000349"},"content":"电力AI概念带劲,低位股翻倍机会多!","text":"电力AI概念带劲,低位股翻倍机会多!","html":"电力AI概念带劲,低位股翻倍机会多!"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":503875601600656,"gmtCreate":1764039352416,"gmtModify":1764043416944,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"别人恐慌时,如何精准识别优质资产","htmlText":"从稳定亏损到小赚小亏,再到稳定盈利炒股养家,基本上所有的技术和方法我都用过了,要说真正帮助我走出亏损泥潭的,还是身经百战的一条条的市场实战经验,每一条都是真金白银堆出来的经验,无论是新手还是老股民,读懂少走几年弯路! 在股市想实现炒股养家,其实是破茧成蝶的一个过程,在股市亏损的大部分散户原因就是习惯不好,心态不好,没有一套规则约束自己,靠运气和感觉炒股,虽然运气好的时候能选出好股,但是大多时候选出的个股都让自己陷入困境,牢牢套住。人非圣贤,孰能无过,但是很多散户朋友一旦操作失误后,心态就会崩,之后开始恶性循环,难以翻身。 投资不易,第一个不易是因为学识和专业素养的门槛,第二不易是因为知行合一的障碍,第三个不易是品性的缺陷。长期的超额收益却要求这3者的结合,投资之不易正在于此。 炒股悟道,它的过程是一样的,从七亏到二平再到一赚,无非就是做到心无旁骛,不贪图各种各样的盈利模式。自己之前的无数交易笔录成为废纸;从说起股市滔滔不绝变成沉默寡言,这里总结了我自身悟道的五点: 1:全世界散户的通病,亏了死拿,稍微由亏转盈就会马上卖出,不看趋势,不看成交量,只看账户盈亏比,最后的结果就是亏损无限大,盈利有限小,需要反向操作,盈利了死拿,稍微亏损就割掉,我的止盈止损原则就是盈利15%,利润跌倒10%就止盈,继续涨就继续拿,让利润奔跑,如果买入后跌,亏损超过本金5%就止损。如果你能保证每次止盈10%,止损5%,那么操作100次,这样即便你的胜率只有50%,你的收益也将达到800%,难吗?难的是人的贪婪和恐惧,知行合一。 2、做强不做弱,做上不做下。当股市处于强势运行的时候要积极操作,不要畏手畏脚,当股市处于弱势运行的时候要学会轻仓甚至空仓,当股票处于上升趋势的时候可以持续格局,当股票处于下跌趋势的时候不要盲目抄底,一句话总结了市场大势和股票趋势的应对方法。 3:对一般事件消息不去理会。除了不","listText":"从稳定亏损到小赚小亏,再到稳定盈利炒股养家,基本上所有的技术和方法我都用过了,要说真正帮助我走出亏损泥潭的,还是身经百战的一条条的市场实战经验,每一条都是真金白银堆出来的经验,无论是新手还是老股民,读懂少走几年弯路! 在股市想实现炒股养家,其实是破茧成蝶的一个过程,在股市亏损的大部分散户原因就是习惯不好,心态不好,没有一套规则约束自己,靠运气和感觉炒股,虽然运气好的时候能选出好股,但是大多时候选出的个股都让自己陷入困境,牢牢套住。人非圣贤,孰能无过,但是很多散户朋友一旦操作失误后,心态就会崩,之后开始恶性循环,难以翻身。 投资不易,第一个不易是因为学识和专业素养的门槛,第二不易是因为知行合一的障碍,第三个不易是品性的缺陷。长期的超额收益却要求这3者的结合,投资之不易正在于此。 炒股悟道,它的过程是一样的,从七亏到二平再到一赚,无非就是做到心无旁骛,不贪图各种各样的盈利模式。自己之前的无数交易笔录成为废纸;从说起股市滔滔不绝变成沉默寡言,这里总结了我自身悟道的五点: 1:全世界散户的通病,亏了死拿,稍微由亏转盈就会马上卖出,不看趋势,不看成交量,只看账户盈亏比,最后的结果就是亏损无限大,盈利有限小,需要反向操作,盈利了死拿,稍微亏损就割掉,我的止盈止损原则就是盈利15%,利润跌倒10%就止盈,继续涨就继续拿,让利润奔跑,如果买入后跌,亏损超过本金5%就止损。如果你能保证每次止盈10%,止损5%,那么操作100次,这样即便你的胜率只有50%,你的收益也将达到800%,难吗?难的是人的贪婪和恐惧,知行合一。 2、做强不做弱,做上不做下。当股市处于强势运行的时候要积极操作,不要畏手畏脚,当股市处于弱势运行的时候要学会轻仓甚至空仓,当股票处于上升趋势的时候可以持续格局,当股票处于下跌趋势的时候不要盲目抄底,一句话总结了市场大势和股票趋势的应对方法。 3:对一般事件消息不去理会。除了不","text":"从稳定亏损到小赚小亏,再到稳定盈利炒股养家,基本上所有的技术和方法我都用过了,要说真正帮助我走出亏损泥潭的,还是身经百战的一条条的市场实战经验,每一条都是真金白银堆出来的经验,无论是新手还是老股民,读懂少走几年弯路! 在股市想实现炒股养家,其实是破茧成蝶的一个过程,在股市亏损的大部分散户原因就是习惯不好,心态不好,没有一套规则约束自己,靠运气和感觉炒股,虽然运气好的时候能选出好股,但是大多时候选出的个股都让自己陷入困境,牢牢套住。人非圣贤,孰能无过,但是很多散户朋友一旦操作失误后,心态就会崩,之后开始恶性循环,难以翻身。 投资不易,第一个不易是因为学识和专业素养的门槛,第二不易是因为知行合一的障碍,第三个不易是品性的缺陷。长期的超额收益却要求这3者的结合,投资之不易正在于此。 炒股悟道,它的过程是一样的,从七亏到二平再到一赚,无非就是做到心无旁骛,不贪图各种各样的盈利模式。自己之前的无数交易笔录成为废纸;从说起股市滔滔不绝变成沉默寡言,这里总结了我自身悟道的五点: 1:全世界散户的通病,亏了死拿,稍微由亏转盈就会马上卖出,不看趋势,不看成交量,只看账户盈亏比,最后的结果就是亏损无限大,盈利有限小,需要反向操作,盈利了死拿,稍微亏损就割掉,我的止盈止损原则就是盈利15%,利润跌倒10%就止盈,继续涨就继续拿,让利润奔跑,如果买入后跌,亏损超过本金5%就止损。如果你能保证每次止盈10%,止损5%,那么操作100次,这样即便你的胜率只有50%,你的收益也将达到800%,难吗?难的是人的贪婪和恐惧,知行合一。 2、做强不做弱,做上不做下。当股市处于强势运行的时候要积极操作,不要畏手畏脚,当股市处于弱势运行的时候要学会轻仓甚至空仓,当股票处于上升趋势的时候可以持续格局,当股票处于下跌趋势的时候不要盲目抄底,一句话总结了市场大势和股票趋势的应对方法。 3:对一般事件消息不去理会。除了不","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":9,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/503875601600656","isVote":1,"tweetType":1,"viewCount":12285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274713852819","authorId":"3479274713852819","name":"feelond","avatar":"https://static.laohu8.com/picture43","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274713852819","idStr":"3479274713852819"},"content":"纪律和计划才是盈利的关键,严格执行!","text":"纪律和计划才是盈利的关键,严格执行!","html":"纪律和计划才是盈利的关键,严格执行!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516661818983232,"gmtCreate":1767167437327,"gmtModify":1767167440288,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"站在跨年节点,2026年“科技创新+反内卷”双主线已然清晰。AI链产业升级、人形机器人、商业航天等新质生产力赛道政策加持不断,消费复苏与周期红利板块也蓄势待发。收官不是终点,而是新征程的起点。愿每位投资者带着2025年的经验与感悟,把握政策红利与产业周期的共振机会,在2026年的慢牛格局中,精准布局、稳步前行,共赴资本市场的新蓝海<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> <a href=\"https://laohu8.com/S/300762\">$上海瀚讯(300762)$ </a> <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> ","listText":"站在跨年节点,2026年“科技创新+反内卷”双主线已然清晰。AI链产业升级、人形机器人、商业航天等新质生产力赛道政策加持不断,消费复苏与周期红利板块也蓄势待发。收官不是终点,而是新征程的起点。愿每位投资者带着2025年的经验与感悟,把握政策红利与产业周期的共振机会,在2026年的慢牛格局中,精准布局、稳步前行,共赴资本市场的新蓝海<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> <a href=\"https://laohu8.com/S/300762\">$上海瀚讯(300762)$ </a> <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> ","text":"站在跨年节点,2026年“科技创新+反内卷”双主线已然清晰。AI链产业升级、人形机器人、商业航天等新质生产力赛道政策加持不断,消费复苏与周期红利板块也蓄势待发。收官不是终点,而是新征程的起点。愿每位投资者带着2025年的经验与感悟,把握政策红利与产业周期的共振机会,在2026年的慢牛格局中,精准布局、稳步前行,共赴资本市场的新蓝海$英伟达(NVDA)$ $三花智控(02050)$ $上海瀚讯(300762)$ $上证指数(000001.SH)$","images":[{"img":"https://static.tigerbbs.com/75c8ddf5cb2b3d007624a0c0a03206bc","width":"1313","height":"1288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/516661818983232","isVote":1,"tweetType":1,"viewCount":3511,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573446438800791","authorId":"3573446438800791","name":"bobo00235","avatar":"https://static.tigerbbs.com/3854c5cd22950014969bf33b281742c1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573446438800791","idStr":"3573446438800791"},"content":"元月份是哪个方向?求大佬带","text":"元月份是哪个方向?求大佬带","html":"元月份是哪个方向?求大佬带"},{"author":{"id":"3573446438800791","authorId":"3573446438800791","name":"bobo00235","avatar":"https://static.tigerbbs.com/3854c5cd22950014969bf33b281742c1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573446438800791","idStr":"3573446438800791"},"content":"联成精密周一还能买吗","text":"联成精密周一还能买吗","html":"联成精密周一还能买吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":564431611937616,"gmtCreate":1778835001154,"gmtModify":1778835802160,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日A股整体震荡偏弱,市场做多情绪低迷,权重与题材分化明显,成交量持续萎缩,资金观望情绪浓厚。蓝筹板块承压,成长题材轮动加快,热点持续性较差,短期缺乏明确主线。 操作上保持谨慎,不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块,逢低低吸,快进快出。 中期依旧以震荡筑底为主,耐心等待放量企稳信号,不盲目抄底,静待市场情绪回暖后再加大布局<a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今日A股整体震荡偏弱,市场做多情绪低迷,权重与题材分化明显,成交量持续萎缩,资金观望情绪浓厚。蓝筹板块承压,成长题材轮动加快,热点持续性较差,短期缺乏明确主线。 操作上保持谨慎,不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块,逢低低吸,快进快出。 中期依旧以震荡筑底为主,耐心等待放量企稳信号,不盲目抄底,静待市场情绪回暖后再加大布局<a href=\"https://laohu8.com/S/688519\">$南亚新材(688519)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今日A股整体震荡偏弱,市场做多情绪低迷,权重与题材分化明显,成交量持续萎缩,资金观望情绪浓厚。蓝筹板块承压,成长题材轮动加快,热点持续性较差,短期缺乏明确主线。 操作上保持谨慎,不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块,逢低低吸,快进快出。 中期依旧以震荡筑底为主,耐心等待放量企稳信号,不盲目抄底,静待市场情绪回暖后再加大布局$南亚新材(688519)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/564431611937616","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000641","authorId":"9000000000000641","name":"CyrilDavy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000641","idStr":"9000000000000641"},"content":"这量能确实难搞,英伟达特斯拉也得先等等?","text":"这量能确实难搞,英伟达特斯拉也得先等等?","html":"这量能确实难搞,英伟达特斯拉也得先等等?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565487442396248,"gmtCreate":1779092776965,"gmtModify":1779092779856,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日A股整体呈现震荡整理态势,指数分化明显,沪指小幅波动,创业板偏弱震荡。市场情绪偏谨慎,热点轮动较快,消费、资源板块小幅活跃,科技赛道冲高回落,成交量维持温和水平,资金观望情绪较重。市场缺乏持续领涨主线,存量资金博弈特征突出,权重股护盘力度有限,题材股持续性不足,短期仍以结构性机会为主。外围扰动及国内经济复苏节奏,仍是影响市场波动的核心因素。保持轻仓为主,不盲目追高。短线聚焦低位轮动板块,快进快出;中线坚守业绩确定性标的,规避高位题材股回调风险。控制整体仓位,耐心等待市场放量企稳信号<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今日A股整体呈现震荡整理态势,指数分化明显,沪指小幅波动,创业板偏弱震荡。市场情绪偏谨慎,热点轮动较快,消费、资源板块小幅活跃,科技赛道冲高回落,成交量维持温和水平,资金观望情绪较重。市场缺乏持续领涨主线,存量资金博弈特征突出,权重股护盘力度有限,题材股持续性不足,短期仍以结构性机会为主。外围扰动及国内经济复苏节奏,仍是影响市场波动的核心因素。保持轻仓为主,不盲目追高。短线聚焦低位轮动板块,快进快出;中线坚守业绩确定性标的,规避高位题材股回调风险。控制整体仓位,耐心等待市场放量企稳信号<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今日A股整体呈现震荡整理态势,指数分化明显,沪指小幅波动,创业板偏弱震荡。市场情绪偏谨慎,热点轮动较快,消费、资源板块小幅活跃,科技赛道冲高回落,成交量维持温和水平,资金观望情绪较重。市场缺乏持续领涨主线,存量资金博弈特征突出,权重股护盘力度有限,题材股持续性不足,短期仍以结构性机会为主。外围扰动及国内经济复苏节奏,仍是影响市场波动的核心因素。保持轻仓为主,不盲目追高。短线聚焦低位轮动板块,快进快出;中线坚守业绩确定性标的,规避高位题材股回调风险。控制整体仓位,耐心等待市场放量企稳信号$特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/565487442396248","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274794883866","authorId":"3479274794883866","name":"falleno","avatar":"https://static.laohu8.com/picture143","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274794883866","idStr":"3479274794883866"},"content":"科技冲高回落太真实了,还是得等放量信号,轻仓蹲轮动更稳。","text":"科技冲高回落太真实了,还是得等放量信号,轻仓蹲轮动更稳。","html":"科技冲高回落太真实了,还是得等放量信号,轻仓蹲轮动更稳。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523436133852200,"gmtCreate":1768815461164,"gmtModify":1768815465181,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天市场缩量,热度被压制,市场题材股多数洗盘几乎超卖了,上半周洗盘,下半周看起来,快的话,明后天都能回来一些,但是处于分化行情为主了。中线板块的话,后面关注电力概念<a href=\"https://laohu8.com/S/002112\">$三变科技(002112)$ </a> <a href=\"https://laohu8.com/S/300707\">$威唐工业(300707)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今天市场缩量,热度被压制,市场题材股多数洗盘几乎超卖了,上半周洗盘,下半周看起来,快的话,明后天都能回来一些,但是处于分化行情为主了。中线板块的话,后面关注电力概念<a href=\"https://laohu8.com/S/002112\">$三变科技(002112)$ </a> <a href=\"https://laohu8.com/S/300707\">$威唐工业(300707)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今天市场缩量,热度被压制,市场题材股多数洗盘几乎超卖了,上半周洗盘,下半周看起来,快的话,明后天都能回来一些,但是处于分化行情为主了。中线板块的话,后面关注电力概念$三变科技(002112)$ $威唐工业(300707)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/e084bae3430382f243bc1e73bdbc0316","width":"1320","height":"1298"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/523436133852200","isVote":1,"tweetType":1,"viewCount":7382,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613676238","authorId":"3527667613676238","name":"BrienD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667613676238","idStr":"3527667613676238"},"content":"洗盘超卖机会来了,电力股三变科技盯紧点。","text":"洗盘超卖机会来了,电力股三变科技盯紧点。","html":"洗盘超卖机会来了,电力股三变科技盯紧点。"},{"author":{"id":"9000000000000444","authorId":"9000000000000444","name":"OgdenHerbert","avatar":"https://static.tigerbbs.com/88e5966a6a308afadf4107a07e9bf39d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000444","idStr":"9000000000000444"},"content":"电力概念回调是上车机会,蹲点等反弹。","text":"电力概念回调是上车机会,蹲点等反弹。","html":"电力概念回调是上车机会,蹲点等反弹。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":524884489965688,"gmtCreate":1769156071733,"gmtModify":1769156084298,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天早盘承压,午后突破,这个位置被放量突破,无论是否继续上去新高,都是做顶结构,纵观前几年的走势,多次都没创新高就草草结束了,那就等着后面调整后再看突破。下周业绩预告高峰期,但是下周谨慎小心为主<a href=\"https://laohu8.com/S/002815\">$崇达技术(002815)$ </a> <a href=\"https://laohu8.com/S/300342\">$天银机电(300342)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> ","listText":"今天早盘承压,午后突破,这个位置被放量突破,无论是否继续上去新高,都是做顶结构,纵观前几年的走势,多次都没创新高就草草结束了,那就等着后面调整后再看突破。下周业绩预告高峰期,但是下周谨慎小心为主<a href=\"https://laohu8.com/S/002815\">$崇达技术(002815)$ </a> <a href=\"https://laohu8.com/S/300342\">$天银机电(300342)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> ","text":"今天早盘承压,午后突破,这个位置被放量突破,无论是否继续上去新高,都是做顶结构,纵观前几年的走势,多次都没创新高就草草结束了,那就等着后面调整后再看突破。下周业绩预告高峰期,但是下周谨慎小心为主$崇达技术(002815)$ $天银机电(300342)$ $英伟达(NVDA)$ $腾讯控股(00700)$","images":[{"img":"https://static.tigerbbs.com/c740ca991af7d5bae3034738d62332fd","width":"1320","height":"1330"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/524884489965688","isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000534","authorId":"9000000000000534","name":"JoanneSamson","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000534","idStr":"9000000000000534"},"content":"高位承压明显,等调整再出手稳点。","text":"高位承压明显,等调整再出手稳点。","html":"高位承压明显,等调整再出手稳点。"},{"author":{"id":"9000000000000172","authorId":"9000000000000172","name":"AndrewWalker","avatar":"https://static.tigerbbs.com/0978e0c1f253679968e223fb6b0c9557","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000172","idStr":"9000000000000172"},"content":"突破放量得小心点,等回调再上车吧。","text":"突破放量得小心点,等回调再上车吧。","html":"突破放量得小心点,等回调再上车吧。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499019626451480,"gmtCreate":1762856011265,"gmtModify":1762856462412,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"操作策略 控制仓位在六成左右,避开高位拥挤科技赛道。聚焦资金调仓方向,布局估值合理、业绩确定的消费(食品饮料、医药)及新质生产力相关板块。短线遵循“买横不买竖”原则,回避高换手热门股;中长期可借调整优化配置,逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损,不盲目追高,把握板块轮动中的结构性机 个人观点,仅供参考!不作为投资建议。 欢迎点赞、收藏加关<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> <a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a> <a href=\"https://laohu8.com/S/300997\">$欢乐家(300997)$ </a> <a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a> ","listText":"操作策略 控制仓位在六成左右,避开高位拥挤科技赛道。聚焦资金调仓方向,布局估值合理、业绩确定的消费(食品饮料、医药)及新质生产力相关板块。短线遵循“买横不买竖”原则,回避高换手热门股;中长期可借调整优化配置,逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损,不盲目追高,把握板块轮动中的结构性机 个人观点,仅供参考!不作为投资建议。 欢迎点赞、收藏加关<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a> <a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a> <a href=\"https://laohu8.com/S/300997\">$欢乐家(300997)$ </a> <a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a> ","text":"操作策略 控制仓位在六成左右,避开高位拥挤科技赛道。聚焦资金调仓方向,布局估值合理、业绩确定的消费(食品饮料、医药)及新质生产力相关板块。短线遵循“买横不买竖”原则,回避高换手热门股;中长期可借调整优化配置,逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损,不盲目追高,把握板块轮动中的结构性机 个人观点,仅供参考!不作为投资建议。 欢迎点赞、收藏加关$上证指数(000001.SH)$ $清水源(300437)$ $欢乐家(300997)$ $清水源(300437)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/499019626451480","isVote":1,"tweetType":1,"viewCount":3389,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274776688173","authorId":"3479274776688173","name":"HiTALK","avatar":"https://static.laohu8.com/picture107","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274776688173","idStr":"3479274776688173"},"content":"仓位控制确实关键,消费板块现在性价比不错,跟着资金走没错[强]","text":"仓位控制确实关键,消费板块现在性价比不错,跟着资金走没错[强]","html":"仓位控制确实关键,消费板块现在性价比不错,跟着资金走没错[强]"},{"author":{"id":"4202112655004052","authorId":"4202112655004052","name":"平安顺","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4202112655004052","idStr":"4202112655004052"},"content":"在废话文学方面, @乾元持稳 还是有两把刷子的","text":"在废话文学方面, @乾元持稳 还是有两把刷子的","html":"在废话文学方面, @乾元持稳 还是有两把刷子的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522363777164616,"gmtCreate":1768553699225,"gmtModify":1768553704574,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今日两市成交量继续3万亿左右,虽然出货比较多,但是热点依旧每天都有。这两天主要集中在大科技,年报股方向多一些,存储芯片,半导体持续大涨,cpo板块持续拉了一些,周期股有色继续上扬。下周依旧是年报轮动,只不过题材回踩之后,有一些也要分化反弹回来了<a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> <a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a> <a href=\"https://laohu8.com/S/300707\">$威唐工业(300707)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","listText":"今日两市成交量继续3万亿左右,虽然出货比较多,但是热点依旧每天都有。这两天主要集中在大科技,年报股方向多一些,存储芯片,半导体持续大涨,cpo板块持续拉了一些,周期股有色继续上扬。下周依旧是年报轮动,只不过题材回踩之后,有一些也要分化反弹回来了<a href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$ </a> <a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a> <a href=\"https://laohu8.com/S/300707\">$威唐工业(300707)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","text":"今日两市成交量继续3万亿左右,虽然出货比较多,但是热点依旧每天都有。这两天主要集中在大科技,年报股方向多一些,存储芯片,半导体持续大涨,cpo板块持续拉了一些,周期股有色继续上扬。下周依旧是年报轮动,只不过题材回踩之后,有一些也要分化反弹回来了$光迅科技(002281)$ $昆仑万维(300418)$ $威唐工业(300707)$ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/348ca2c6ab62c4eec50ace62b2ce1af3","width":"1320","height":"1294"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/522363777164616","isVote":1,"tweetType":1,"viewCount":3744,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274814931736","authorId":"3479274814931736","name":"keke006","avatar":"https://static.laohu8.com/picture182","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274814931736","idStr":"3479274814931736"},"content":"热点天天换,节奏跟不上啊!","text":"热点天天换,节奏跟不上啊!","html":"热点天天换,节奏跟不上啊!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":516007615819904,"gmtCreate":1766999155705,"gmtModify":1767000952939,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天市场延续强势格局,明天节前兑现最后一个交易日,仍会面临一定抛压压力,能否上整数关口,希望最后交易日,市场能呈现一场《满汉全席》的收官行情<a href=\"https://laohu8.com/S/301017\">$漱玉平民(301017)$ </a> <a href=\"https://laohu8.com/S/603123\">$翠微股份(603123)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今天市场延续强势格局,明天节前兑现最后一个交易日,仍会面临一定抛压压力,能否上整数关口,希望最后交易日,市场能呈现一场《满汉全席》的收官行情<a href=\"https://laohu8.com/S/301017\">$漱玉平民(301017)$ </a> <a href=\"https://laohu8.com/S/603123\">$翠微股份(603123)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今天市场延续强势格局,明天节前兑现最后一个交易日,仍会面临一定抛压压力,能否上整数关口,希望最后交易日,市场能呈现一场《满汉全席》的收官行情$漱玉平民(301017)$ $翠微股份(603123)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/cd5e24ddad7b661f8c2b5735d675c379","width":"1320","height":"1546"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/516007615819904","isVote":1,"tweetType":1,"viewCount":10194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000337","authorId":"9000000000000337","name":"ZebulonToynbee","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000337","idStr":"9000000000000337"},"content":"希望明天真能来个满汉全席!","text":"希望明天真能来个满汉全席!","html":"希望明天真能来个满汉全席!"},{"author":{"id":"3573446438800791","authorId":"3573446438800791","name":"bobo00235","avatar":"https://static.tigerbbs.com/3854c5cd22950014969bf33b281742c1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573446438800791","idStr":"3573446438800791"},"content":"今天买股吗","text":"今天买股吗","html":"今天买股吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508554576794528,"gmtCreate":1765184225801,"gmtModify":1765184238340,"author":{"id":"4225848040088360","authorId":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225848040088360","idStr":"4225848040088360"},"themes":[],"title":"","htmlText":"今天高开高走,能量爆发的强势表现,紧盯科技成长主线,zc驱动,消费复苏,把握跨年行情机会的同时,守住风险底线。祝大家收益翻<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> <a href=\"https://laohu8.com/S/688025\">$杰普特(688025)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","listText":"今天高开高走,能量爆发的强势表现,紧盯科技成长主线,zc驱动,消费复苏,把握跨年行情机会的同时,守住风险底线。祝大家收益翻<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> <a href=\"https://laohu8.com/S/688025\">$杰普特(688025)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> ","text":"今天高开高走,能量爆发的强势表现,紧盯科技成长主线,zc驱动,消费复苏,把握跨年行情机会的同时,守住风险底线。祝大家收益翻$三花智控(02050)$ $杰普特(688025)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/411504e10067361be63127bbdf1700d3","width":"1320","height":"1292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/508554576794528","isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000192","authorId":"9000000000000192","name":"JackJackson","avatar":"https://static.tigerbbs.com/fa6573a1b694657945755b8b1d9f4828","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000192","idStr":"9000000000000192"},"content":"科技股今天真是飞起,跨年行情稳了!","text":"科技股今天真是飞起,跨年行情稳了!","html":"科技股今天真是飞起,跨年行情稳了!"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}