+关注
小狗摩天轮
暂无个人介绍
IP属地:未知
0
关注
8
粉丝
0
主题
0
勋章
主贴
热门
小狗摩天轮
02-28
$高途(GOTU)$
教育股的龙头还是新东方,这个股短线做了行业带头大哥,不过后面还有搞头
小狗摩天轮
02-01
$哔哩哔哩(BILI)$
发现了一个很好的股票,做空的话,稳稳的,只要股价触碰均线就开始调头向下
小狗摩天轮
01-25
$Digital World Acquisition Corp(DWAC)$
股票的走势股票的价格最终还是要回复到基本面,
$Digital World Acquisition Corp(DWAC)$
什么时候盈利了再来看这个股票
小狗摩天轮
01-24
$美国超微公司(AMD)$
半导体应该这两年会有持续的机会,人工智能更是,2023年的扛鼎者是英伟达,接下来应该轮到了amd,毕竟他的最新产品已经技术参数上面超过了英伟达
小狗摩天轮
01-22
预计今年M365 Copilot的商业办公室收入能到3.89亿美元,这对微软来说不难,现在的股价如果按照这个业绩趋势股价并不是很贵
$微软(MSFT)$
小狗摩天轮
01-22
试驾过蔚来理想特斯拉三个厂子的车子,给人体验最好的是蔚来,有种做上帝的感觉,跟蔚来车主交流,人家的客户回馈也很好,这样的企业应该能走远
$蔚来(NIO)$
小狗摩天轮
01-04
前几天,微软与OpenAI将推出大杀器Stateful,想让AI应用盈利提升20倍!! 先不说真假,就这决心和热度,就值得重点关注OpenAI作为业内领头羊,旗下的GPT系列产品更是斩获了15亿活跃用户,占全世界人口的20%,增速没的说,微软作为他的实际控制人能靠OpenAI吃几年的肉肉
$微软(MSFT)$
小狗摩天轮
01-04
从估值来说,我相信未来数年微软市值会超越苹果,因为这更合理,英伟达股价偏高,做多风险较高,做空可能有机会,它的市值不应该现在进入前十,涨的过快,美盘已经进入泡沫,说不定什么时候开始调整,看来看去还是微软的价格和位置合理一些
$微软(MSFT)$
小狗摩天轮
01-04
$Moderna, Inc.(MRNA)$
医药赛道已经走出了底部区域,不过疫苗股并没有,毕竟疫情几年涨的有点太猛了,所以现在仅仅是个反弹,不能有什么幻想,哪怕是龙头股
小狗摩天轮
01-03
$蔚来(NIO)$
日线已经站上了支撑线,且回踩到了支撑位,成交量在温和放大,这是好事周线有点圆弧底的雏形了,感觉可以谨慎乐观
小狗摩天轮
01-03
感觉今年科技股是泡沫最严重的版块之一,上半年人工智能、数字化、机器人等轮番炒作,多数已经透支,英伟达作为带头大哥,泡沫最严重,这是我不看好接下来英伟达股票的根源
$英伟达(NVDA)$
小狗摩天轮
2023-12-28
$英伟达(NVDA)$
趋势图很美丽,碰一下均线就开始调头向上,日k给人的感觉很强势,人工智能龙头的江湖地位很稳,无论短中长,我依旧很看好
$英伟达(NVDA)$
小狗摩天轮
2023-12-28
最近
$Unity Software Inc.(U)$
管理层姿势比较迎合资本市场,营收貌似同比增长69%,净亏损收窄一半,裁员缩减财务支出也是他们正在研究的东西。初步估计四季报和年报数据应该不会太差
$Unity Software Inc.(U)$
小狗摩天轮
2023-12-28
对
$Unity Software Inc.(U)$
的印象还停留在去年,去年扎克伯格撑起的元宇宙大旗好像被这个公司给摘了桃子,预计今年年底这个概念还会拿出来再炒作一波
$Unity Software Inc.(U)$
小狗摩天轮
2023-12-26
$哔哩哔哩(BILI)$
作为一个近40岁的老男人,最近迷恋上在B站上面看动漫,说实话体验非常棒,进而研究了一下这个公司,总体给人的感觉是这样,社区文化是B 站的内核与最大壁垒,用户通过共同的兴趣建立情感纽带,在B 站的社区氛围下实现高粘性和互动,4Q20 日均视频观看量达12 亿,月均总互动量达47 亿,我认为B 站的社区氛围体现的是十多年运营沉淀的代表年轻一代的共同文化与价值观,难以被复制,也是B 站最深的护城河,只要这种护城河在,这个公司前景无忧。
小狗摩天轮
2023-12-26
最近B站负面新闻比较多,股价也跌跌不休,作为一个有小破站持仓的人又研究了了一下他的成长历程,看着豪华的投资人团队,我瞬间又觉得这个股不会有什么问题,毕竟资本家的眼光比资本家的人品更值得我们信赖
$哔哩哔哩(BILI)$
小狗摩天轮
2023-12-26
Z+世代企业最核心的竞争力是什么?是人,是人,还是人!小破站核心用户群从 Z 世代拓展到 Z+世代, 我认为当前的用户规模仍有翻倍空间。1)按年龄:B 站在 Z 世代用户的 渗透率约 53%,假设 Z 世代渗透率提升至 80%,同时通过逐步渗透更成熟 人群将 Z 世代占比从 80%降至 50%-60%,隐含对其他年龄人群的渗透率从 约 5%提升至 24%-36%,则用户规模可达 4.1 亿-5.0 亿。2)按城市等级:B 站对一二线城市用户的渗透率约 22%,假设一二线用户渗透率提升至 45%, 同时通过持续下沉渗透将一二线用户占比从约 45%降至 40%-45%,隐含对 三线及以下用户渗透率从 17%提升至 40%-49%,则用户规模可达 4.2 亿-4.7 亿。3)长期空间:B 站目前在中国 9.3 亿视频用户的渗透率为 22%,基于 内容视频化趋势及出海潜在空间,用户天花板有望突破 5 亿核心竞争力有了,能不能成事,交给时间。
$哔哩哔哩(BILI)$
小狗摩天轮
2023-12-25
拼多多做的其实是提供一个高效的订单收集系统,把普通人对自己意愿行为的确定性标准化,再以更低的价格卖给厂商。黄峥把这种模式称为“把资本主义倒过来”,让财富由富人流向穷人从表面上看,实现了消费者、平台、厂商三方共赢。消费者得到了价格实惠,拼多多赚到了交易佣金。对于厂商来说,过去是依靠渠道商、通路商、广告商、咨询机构这些经济活动的中间层,来了解亿万消费者的规划和意愿,以消除不确定性。因此,富人(企业主、厂商)就需要雇佣这些中间商,要给他们分钱,相当于“保险费”。这是传统经济模式。而现在,厂商仍然需要购买这种确定性,只不过是通过折扣券(让消费者砍价)来购买。同一件商品在实体店里卖的价格和在拼多多上的拼单价之间的差价,就是富人向普通人购买这种确定性所支付的“保险费”。这是黄老板对自己企业的理解,确实蛮有新意,资本市场好像对这个企业模式也蛮认同的不多短线多多涨的有点多了,短线
$拼多多(PDD)$
小狗摩天轮
2023-12-21
研究过AMD的财报,个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下,参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务),同时参照彭博预测,考虑到明年 MI300 系列芯片对营收的贡献,基于大安全边际考虑,我觉得8.11(均值)-9 倍 Price/Sales 是较为合理的估值水平,给予目标价为145.09美元/股应该是合理的,对应 PS 为 8.56 倍,可以持有
$美国超微公司(AMD)$
小狗摩天轮
2023-12-18
分时图这种低开冲高走势再低走的趋势给热的感觉很不好,一看就是不受资本的待见,或者资本尚未建仓完成的样子
$美团-W(03690)$
$美团-W(03690)$
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":9000000000000157,"uuid":"9000000000000157","gmtCreate":1625560622657,"gmtModify":1628589312738,"name":"小狗摩天轮","pinyin":"xgmtlxiaogoumotianlun","introduction":"运营账号","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":8,"headSize":0,"tweetSize":48,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":278860730208328,"gmtCreate":1709112209512,"gmtModify":1709112213121,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <v-v data-views=\"1\"></v-v>教育股的龙头还是新东方,这个股短线做了行业带头大哥,不过后面还有搞头","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <v-v data-views=\"1\"></v-v>教育股的龙头还是新东方,这个股短线做了行业带头大哥,不过后面还有搞头","text":"$高途(GOTU)$ 教育股的龙头还是新东方,这个股短线做了行业带头大哥,不过后面还有搞头","images":[{"img":"https://static.tigerbbs.com/6503802fef65c6e6ec8c07a79ed4acc2","width":"420","height":"244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278860730208328","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269360706637832,"gmtCreate":1706784492967,"gmtModify":1706784494213,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>发现了一个很好的股票,做空的话,稳稳的,只要股价触碰均线就开始调头向下","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>发现了一个很好的股票,做空的话,稳稳的,只要股价触碰均线就开始调头向下","text":"$哔哩哔哩(BILI)$ 发现了一个很好的股票,做空的话,稳稳的,只要股价触碰均线就开始调头向下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269360706637832","isVote":1,"tweetType":1,"viewCount":2750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266842180575520,"gmtCreate":1706179005334,"gmtModify":1706179006522,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> <v-v data-views=\"0\"></v-v>股票的走势股票的价格最终还是要回复到基本面, <a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> 什么时候盈利了再来看这个股票","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> <v-v data-views=\"0\"></v-v>股票的走势股票的价格最终还是要回复到基本面, <a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> 什么时候盈利了再来看这个股票","text":"$Digital World Acquisition Corp(DWAC)$ 股票的走势股票的价格最终还是要回复到基本面, $Digital World Acquisition Corp(DWAC)$ 什么时候盈利了再来看这个股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266842180575520","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266532498895136,"gmtCreate":1706103399455,"gmtModify":1706103400941,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>半导体应该这两年会有持续的机会,人工智能更是,2023年的扛鼎者是英伟达,接下来应该轮到了amd,毕竟他的最新产品已经技术参数上面超过了英伟达","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>半导体应该这两年会有持续的机会,人工智能更是,2023年的扛鼎者是英伟达,接下来应该轮到了amd,毕竟他的最新产品已经技术参数上面超过了英伟达","text":"$美国超微公司(AMD)$ 半导体应该这两年会有持续的机会,人工智能更是,2023年的扛鼎者是英伟达,接下来应该轮到了amd,毕竟他的最新产品已经技术参数上面超过了英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266532498895136","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265857516408856,"gmtCreate":1705925182165,"gmtModify":1705925183547,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"预计今年M365 Copilot的商业办公室收入能到3.89亿美元,这对微软来说不难,现在的股价如果按照这个业绩趋势股价并不是很贵 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"预计今年M365 Copilot的商业办公室收入能到3.89亿美元,这对微软来说不难,现在的股价如果按照这个业绩趋势股价并不是很贵 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"预计今年M365 Copilot的商业办公室收入能到3.89亿美元,这对微软来说不难,现在的股价如果按照这个业绩趋势股价并不是很贵 $微软(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265857516408856","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265848961073176,"gmtCreate":1705923093460,"gmtModify":1705923094822,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"试驾过蔚来理想特斯拉三个厂子的车子,给人体验最好的是蔚来,有种做上帝的感觉,跟蔚来车主交流,人家的客户回馈也很好,这样的企业应该能走远 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"试驾过蔚来理想特斯拉三个厂子的车子,给人体验最好的是蔚来,有种做上帝的感觉,跟蔚来车主交流,人家的客户回馈也很好,这样的企业应该能走远 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"试驾过蔚来理想特斯拉三个厂子的车子,给人体验最好的是蔚来,有种做上帝的感觉,跟蔚来车主交流,人家的客户回馈也很好,这样的企业应该能走远 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265848961073176","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259398979604480,"gmtCreate":1704357665852,"gmtModify":1704425485235,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"前几天,微软与OpenAI将推出大杀器Stateful,想让AI应用盈利提升20倍!! 先不说真假,就这决心和热度,就值得重点关注OpenAI作为业内领头羊,旗下的GPT系列产品更是斩获了15亿活跃用户,占全世界人口的20%,增速没的说,微软作为他的实际控制人能靠OpenAI吃几年的肉肉 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"前几天,微软与OpenAI将推出大杀器Stateful,想让AI应用盈利提升20倍!! 先不说真假,就这决心和热度,就值得重点关注OpenAI作为业内领头羊,旗下的GPT系列产品更是斩获了15亿活跃用户,占全世界人口的20%,增速没的说,微软作为他的实际控制人能靠OpenAI吃几年的肉肉 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"前几天,微软与OpenAI将推出大杀器Stateful,想让AI应用盈利提升20倍!! 先不说真假,就这决心和热度,就值得重点关注OpenAI作为业内领头羊,旗下的GPT系列产品更是斩获了15亿活跃用户,占全世界人口的20%,增速没的说,微软作为他的实际控制人能靠OpenAI吃几年的肉肉 $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/379456df799e8b5f6ce1db9248416710","width":"351","height":"302"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259398979604480","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259398855454720,"gmtCreate":1704357635543,"gmtModify":1704425363427,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"从估值来说,我相信未来数年微软市值会超越苹果,因为这更合理,英伟达股价偏高,做多风险较高,做空可能有机会,它的市值不应该现在进入前十,涨的过快,美盘已经进入泡沫,说不定什么时候开始调整,看来看去还是微软的价格和位置合理一些 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"从估值来说,我相信未来数年微软市值会超越苹果,因为这更合理,英伟达股价偏高,做多风险较高,做空可能有机会,它的市值不应该现在进入前十,涨的过快,美盘已经进入泡沫,说不定什么时候开始调整,看来看去还是微软的价格和位置合理一些 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"从估值来说,我相信未来数年微软市值会超越苹果,因为这更合理,英伟达股价偏高,做多风险较高,做空可能有机会,它的市值不应该现在进入前十,涨的过快,美盘已经进入泡沫,说不定什么时候开始调整,看来看去还是微软的价格和位置合理一些 $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/e28791d06db7dae0b55d5071c48b439a","width":"415","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259398855454720","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259387639279616,"gmtCreate":1704354897218,"gmtModify":1704354900900,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <v-v data-views=\"0\"></v-v>医药赛道已经走出了底部区域,不过疫苗股并没有,毕竟疫情几年涨的有点太猛了,所以现在仅仅是个反弹,不能有什么幻想,哪怕是龙头股","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <v-v data-views=\"0\"></v-v>医药赛道已经走出了底部区域,不过疫苗股并没有,毕竟疫情几年涨的有点太猛了,所以现在仅仅是个反弹,不能有什么幻想,哪怕是龙头股","text":"$Moderna, Inc.(MRNA)$ 医药赛道已经走出了底部区域,不过疫苗股并没有,毕竟疫情几年涨的有点太猛了,所以现在仅仅是个反弹,不能有什么幻想,哪怕是龙头股","images":[{"img":"https://static.tigerbbs.com/027c1a7ebcdea3f8208922a06452f635","width":"281","height":"375"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259387639279616","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259072617619456,"gmtCreate":1704277987633,"gmtModify":1704279754262,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>日线已经站上了支撑线,且回踩到了支撑位,成交量在温和放大,这是好事周线有点圆弧底的雏形了,感觉可以谨慎乐观","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>日线已经站上了支撑线,且回踩到了支撑位,成交量在温和放大,这是好事周线有点圆弧底的雏形了,感觉可以谨慎乐观","text":"$蔚来(NIO)$ 日线已经站上了支撑线,且回踩到了支撑位,成交量在温和放大,这是好事周线有点圆弧底的雏形了,感觉可以谨慎乐观","images":[{"img":"https://static.tigerbbs.com/7f59000f939dc029a1caefab4aba4e21","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259072617619456","isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":259063345577984,"gmtCreate":1704275723951,"gmtModify":1704275726041,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"感觉今年科技股是泡沫最严重的版块之一,上半年人工智能、数字化、机器人等轮番炒作,多数已经透支,英伟达作为带头大哥,泡沫最严重,这是我不看好接下来英伟达股票的根源 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"感觉今年科技股是泡沫最严重的版块之一,上半年人工智能、数字化、机器人等轮番炒作,多数已经透支,英伟达作为带头大哥,泡沫最严重,这是我不看好接下来英伟达股票的根源 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"感觉今年科技股是泡沫最严重的版块之一,上半年人工智能、数字化、机器人等轮番炒作,多数已经透支,英伟达作为带头大哥,泡沫最严重,这是我不看好接下来英伟达股票的根源 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/24a13ec4ba4f979ae72dd662006ceb72","width":"224","height":"203"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259063345577984","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256966720852016,"gmtCreate":1703764809802,"gmtModify":1703764813506,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>趋势图很美丽,碰一下均线就开始调头向上,日k给人的感觉很强势,人工智能龙头的江湖地位很稳,无论短中长,我依旧很看好 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>趋势图很美丽,碰一下均线就开始调头向上,日k给人的感觉很强势,人工智能龙头的江湖地位很稳,无论短中长,我依旧很看好 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"$英伟达(NVDA)$ 趋势图很美丽,碰一下均线就开始调头向上,日k给人的感觉很强势,人工智能龙头的江湖地位很稳,无论短中长,我依旧很看好 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/627cd7626f43ae38a0bfc72e56b41fba","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256966720852016","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256964016111616,"gmtCreate":1703764034994,"gmtModify":1703764037334,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"最近 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 管理层姿势比较迎合资本市场,营收貌似同比增长69%,净亏损收窄一半,裁员缩减财务支出也是他们正在研究的东西。初步估计四季报和年报数据应该不会太差 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","listText":"最近 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 管理层姿势比较迎合资本市场,营收貌似同比增长69%,净亏损收窄一半,裁员缩减财务支出也是他们正在研究的东西。初步估计四季报和年报数据应该不会太差 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","text":"最近 $Unity Software Inc.(U)$ 管理层姿势比较迎合资本市场,营收貌似同比增长69%,净亏损收窄一半,裁员缩减财务支出也是他们正在研究的东西。初步估计四季报和年报数据应该不会太差 $Unity Software Inc.(U)$","images":[{"img":"https://static.tigerbbs.com/e8cc2a999625cc089607a051236ce145","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/256964016111616","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"鱼头up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":5,"crmLevelSwitch":0},"content":"财报只是助推剂,相信明年空间计算概念风口才是真","text":"财报只是助推剂,相信明年空间计算概念风口才是真","html":"财报只是助推剂,相信明年空间计算概念风口才是真"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256960100515888,"gmtCreate":1703763193510,"gmtModify":1703763194962,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 的印象还停留在去年,去年扎克伯格撑起的元宇宙大旗好像被这个公司给摘了桃子,预计今年年底这个概念还会拿出来再炒作一波 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","listText":"对 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 的印象还停留在去年,去年扎克伯格撑起的元宇宙大旗好像被这个公司给摘了桃子,预计今年年底这个概念还会拿出来再炒作一波 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","text":"对 $Unity Software Inc.(U)$ 的印象还停留在去年,去年扎克伯格撑起的元宇宙大旗好像被这个公司给摘了桃子,预计今年年底这个概念还会拿出来再炒作一波 $Unity Software Inc.(U)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256960100515888","isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256245849833520,"gmtCreate":1703587697826,"gmtModify":1703587702042,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>作为一个近40岁的老男人,最近迷恋上在B站上面看动漫,说实话体验非常棒,进而研究了一下这个公司,总体给人的感觉是这样,社区文化是B 站的内核与最大壁垒,用户通过共同的兴趣建立情感纽带,在B 站的社区氛围下实现高粘性和互动,4Q20 日均视频观看量达12 亿,月均总互动量达47 亿,我认为B 站的社区氛围体现的是十多年运营沉淀的代表年轻一代的共同文化与价值观,难以被复制,也是B 站最深的护城河,只要这种护城河在,这个公司前景无忧。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>作为一个近40岁的老男人,最近迷恋上在B站上面看动漫,说实话体验非常棒,进而研究了一下这个公司,总体给人的感觉是这样,社区文化是B 站的内核与最大壁垒,用户通过共同的兴趣建立情感纽带,在B 站的社区氛围下实现高粘性和互动,4Q20 日均视频观看量达12 亿,月均总互动量达47 亿,我认为B 站的社区氛围体现的是十多年运营沉淀的代表年轻一代的共同文化与价值观,难以被复制,也是B 站最深的护城河,只要这种护城河在,这个公司前景无忧。","text":"$哔哩哔哩(BILI)$ 作为一个近40岁的老男人,最近迷恋上在B站上面看动漫,说实话体验非常棒,进而研究了一下这个公司,总体给人的感觉是这样,社区文化是B 站的内核与最大壁垒,用户通过共同的兴趣建立情感纽带,在B 站的社区氛围下实现高粘性和互动,4Q20 日均视频观看量达12 亿,月均总互动量达47 亿,我认为B 站的社区氛围体现的是十多年运营沉淀的代表年轻一代的共同文化与价值观,难以被复制,也是B 站最深的护城河,只要这种护城河在,这个公司前景无忧。","images":[{"img":"https://static.tigerbbs.com/63997bfffe3f7eea888f19a7235ff34a","width":"357","height":"194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/256245849833520","isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"content":"但是变现难,学生白嫖党多","text":"但是变现难,学生白嫖党多","html":"但是变现难,学生白嫖党多"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256246443577360,"gmtCreate":1703587690771,"gmtModify":1703587694800,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"最近B站负面新闻比较多,股价也跌跌不休,作为一个有小破站持仓的人又研究了了一下他的成长历程,看着豪华的投资人团队,我瞬间又觉得这个股不会有什么问题,毕竟资本家的眼光比资本家的人品更值得我们信赖 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","listText":"最近B站负面新闻比较多,股价也跌跌不休,作为一个有小破站持仓的人又研究了了一下他的成长历程,看着豪华的投资人团队,我瞬间又觉得这个股不会有什么问题,毕竟资本家的眼光比资本家的人品更值得我们信赖 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","text":"最近B站负面新闻比较多,股价也跌跌不休,作为一个有小破站持仓的人又研究了了一下他的成长历程,看着豪华的投资人团队,我瞬间又觉得这个股不会有什么问题,毕竟资本家的眼光比资本家的人品更值得我们信赖 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/4916d89f57fe00b58057cccb2869b80b","width":"617","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256246443577360","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256246415761424,"gmtCreate":1703587683979,"gmtModify":1703587991937,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Z+世代企业最核心的竞争力是什么?是人,是人,还是人!小破站核心用户群从 Z 世代拓展到 Z+世代, 我认为当前的用户规模仍有翻倍空间。1)按年龄:B 站在 Z 世代用户的 渗透率约 53%,假设 Z 世代渗透率提升至 80%,同时通过逐步渗透更成熟 人群将 Z 世代占比从 80%降至 50%-60%,隐含对其他年龄人群的渗透率从 约 5%提升至 24%-36%,则用户规模可达 4.1 亿-5.0 亿。2)按城市等级:B 站对一二线城市用户的渗透率约 22%,假设一二线用户渗透率提升至 45%, 同时通过持续下沉渗透将一二线用户占比从约 45%降至 40%-45%,隐含对 三线及以下用户渗透率从 17%提升至 40%-49%,则用户规模可达 4.2 亿-4.7 亿。3)长期空间:B 站目前在中国 9.3 亿视频用户的渗透率为 22%,基于 内容视频化趋势及出海潜在空间,用户天花板有望突破 5 亿核心竞争力有了,能不能成事,交给时间。 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","listText":"Z+世代企业最核心的竞争力是什么?是人,是人,还是人!小破站核心用户群从 Z 世代拓展到 Z+世代, 我认为当前的用户规模仍有翻倍空间。1)按年龄:B 站在 Z 世代用户的 渗透率约 53%,假设 Z 世代渗透率提升至 80%,同时通过逐步渗透更成熟 人群将 Z 世代占比从 80%降至 50%-60%,隐含对其他年龄人群的渗透率从 约 5%提升至 24%-36%,则用户规模可达 4.1 亿-5.0 亿。2)按城市等级:B 站对一二线城市用户的渗透率约 22%,假设一二线用户渗透率提升至 45%, 同时通过持续下沉渗透将一二线用户占比从约 45%降至 40%-45%,隐含对 三线及以下用户渗透率从 17%提升至 40%-49%,则用户规模可达 4.2 亿-4.7 亿。3)长期空间:B 站目前在中国 9.3 亿视频用户的渗透率为 22%,基于 内容视频化趋势及出海潜在空间,用户天花板有望突破 5 亿核心竞争力有了,能不能成事,交给时间。 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","text":"Z+世代企业最核心的竞争力是什么?是人,是人,还是人!小破站核心用户群从 Z 世代拓展到 Z+世代, 我认为当前的用户规模仍有翻倍空间。1)按年龄:B 站在 Z 世代用户的 渗透率约 53%,假设 Z 世代渗透率提升至 80%,同时通过逐步渗透更成熟 人群将 Z 世代占比从 80%降至 50%-60%,隐含对其他年龄人群的渗透率从 约 5%提升至 24%-36%,则用户规模可达 4.1 亿-5.0 亿。2)按城市等级:B 站对一二线城市用户的渗透率约 22%,假设一二线用户渗透率提升至 45%, 同时通过持续下沉渗透将一二线用户占比从约 45%降至 40%-45%,隐含对 三线及以下用户渗透率从 17%提升至 40%-49%,则用户规模可达 4.2 亿-4.7 亿。3)长期空间:B 站目前在中国 9.3 亿视频用户的渗透率为 22%,基于 内容视频化趋势及出海潜在空间,用户天花板有望突破 5 亿核心竞争力有了,能不能成事,交给时间。 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/5c4a5d851dc9f9d9a572d9ef9f1308c2","width":"554","height":"367"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/256246415761424","isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":255993722200088,"gmtCreate":1703504922355,"gmtModify":1703509425649,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多做的其实是提供一个高效的订单收集系统,把普通人对自己意愿行为的确定性标准化,再以更低的价格卖给厂商。黄峥把这种模式称为“把资本主义倒过来”,让财富由富人流向穷人从表面上看,实现了消费者、平台、厂商三方共赢。消费者得到了价格实惠,拼多多赚到了交易佣金。对于厂商来说,过去是依靠渠道商、通路商、广告商、咨询机构这些经济活动的中间层,来了解亿万消费者的规划和意愿,以消除不确定性。因此,富人(企业主、厂商)就需要雇佣这些中间商,要给他们分钱,相当于“保险费”。这是传统经济模式。而现在,厂商仍然需要购买这种确定性,只不过是通过折扣券(让消费者砍价)来购买。同一件商品在实体店里卖的价格和在拼多多上的拼单价之间的差价,就是富人向普通人购买这种确定性所支付的“保险费”。这是黄老板对自己企业的理解,确实蛮有新意,资本市场好像对这个企业模式也蛮认同的不多短线多多涨的有点多了,短线 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","listText":"拼多多做的其实是提供一个高效的订单收集系统,把普通人对自己意愿行为的确定性标准化,再以更低的价格卖给厂商。黄峥把这种模式称为“把资本主义倒过来”,让财富由富人流向穷人从表面上看,实现了消费者、平台、厂商三方共赢。消费者得到了价格实惠,拼多多赚到了交易佣金。对于厂商来说,过去是依靠渠道商、通路商、广告商、咨询机构这些经济活动的中间层,来了解亿万消费者的规划和意愿,以消除不确定性。因此,富人(企业主、厂商)就需要雇佣这些中间商,要给他们分钱,相当于“保险费”。这是传统经济模式。而现在,厂商仍然需要购买这种确定性,只不过是通过折扣券(让消费者砍价)来购买。同一件商品在实体店里卖的价格和在拼多多上的拼单价之间的差价,就是富人向普通人购买这种确定性所支付的“保险费”。这是黄老板对自己企业的理解,确实蛮有新意,资本市场好像对这个企业模式也蛮认同的不多短线多多涨的有点多了,短线 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","text":"拼多多做的其实是提供一个高效的订单收集系统,把普通人对自己意愿行为的确定性标准化,再以更低的价格卖给厂商。黄峥把这种模式称为“把资本主义倒过来”,让财富由富人流向穷人从表面上看,实现了消费者、平台、厂商三方共赢。消费者得到了价格实惠,拼多多赚到了交易佣金。对于厂商来说,过去是依靠渠道商、通路商、广告商、咨询机构这些经济活动的中间层,来了解亿万消费者的规划和意愿,以消除不确定性。因此,富人(企业主、厂商)就需要雇佣这些中间商,要给他们分钱,相当于“保险费”。这是传统经济模式。而现在,厂商仍然需要购买这种确定性,只不过是通过折扣券(让消费者砍价)来购买。同一件商品在实体店里卖的价格和在拼多多上的拼单价之间的差价,就是富人向普通人购买这种确定性所支付的“保险费”。这是黄老板对自己企业的理解,确实蛮有新意,资本市场好像对这个企业模式也蛮认同的不多短线多多涨的有点多了,短线 $拼多多(PDD)$","images":[{"img":"https://static.tigerbbs.com/bc1935cacdb07b7eed5c0da94d8ebf4e","width":"609","height":"305"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255993722200088","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254406277894192,"gmtCreate":1703146984271,"gmtModify":1703146989536,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"研究过AMD的财报,个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下,参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务),同时参照彭博预测,考虑到明年 MI300 系列芯片对营收的贡献,基于大安全边际考虑,我觉得8.11(均值)-9 倍 Price/Sales 是较为合理的估值水平,给予目标价为145.09美元/股应该是合理的,对应 PS 为 8.56 倍,可以持有<v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"研究过AMD的财报,个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下,参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务),同时参照彭博预测,考虑到明年 MI300 系列芯片对营收的贡献,基于大安全边际考虑,我觉得8.11(均值)-9 倍 Price/Sales 是较为合理的估值水平,给予目标价为145.09美元/股应该是合理的,对应 PS 为 8.56 倍,可以持有<v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"研究过AMD的财报,个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下,参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务),同时参照彭博预测,考虑到明年 MI300 系列芯片对营收的贡献,基于大安全边际考虑,我觉得8.11(均值)-9 倍 Price/Sales 是较为合理的估值水平,给予目标价为145.09美元/股应该是合理的,对应 PS 为 8.56 倍,可以持有 $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/d5d44c477e0a993cf41170522b355d2d","width":"498","height":"156"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254406277894192","isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253435561492488,"gmtCreate":1702893897801,"gmtModify":1702893901461,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"分时图这种低开冲高走势再低走的趋势给热的感觉很不好,一看就是不受资本的待见,或者资本尚未建仓完成的样子 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>","listText":"分时图这种低开冲高走势再低走的趋势给热的感觉很不好,一看就是不受资本的待见,或者资本尚未建仓完成的样子 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>","text":"分时图这种低开冲高走势再低走的趋势给热的感觉很不好,一看就是不受资本的待见,或者资本尚未建仓完成的样子 $美团-W(03690)$ $美团-W(03690)$","images":[{"img":"https://static.tigerbbs.com/01136b425dcd92209b4d8c6569824d63","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253435561492488","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":256246415761424,"gmtCreate":1703587683979,"gmtModify":1703587991937,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Z+世代企业最核心的竞争力是什么?是人,是人,还是人!小破站核心用户群从 Z 世代拓展到 Z+世代, 我认为当前的用户规模仍有翻倍空间。1)按年龄:B 站在 Z 世代用户的 渗透率约 53%,假设 Z 世代渗透率提升至 80%,同时通过逐步渗透更成熟 人群将 Z 世代占比从 80%降至 50%-60%,隐含对其他年龄人群的渗透率从 约 5%提升至 24%-36%,则用户规模可达 4.1 亿-5.0 亿。2)按城市等级:B 站对一二线城市用户的渗透率约 22%,假设一二线用户渗透率提升至 45%, 同时通过持续下沉渗透将一二线用户占比从约 45%降至 40%-45%,隐含对 三线及以下用户渗透率从 17%提升至 40%-49%,则用户规模可达 4.2 亿-4.7 亿。3)长期空间:B 站目前在中国 9.3 亿视频用户的渗透率为 22%,基于 内容视频化趋势及出海潜在空间,用户天花板有望突破 5 亿核心竞争力有了,能不能成事,交给时间。 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","listText":"Z+世代企业最核心的竞争力是什么?是人,是人,还是人!小破站核心用户群从 Z 世代拓展到 Z+世代, 我认为当前的用户规模仍有翻倍空间。1)按年龄:B 站在 Z 世代用户的 渗透率约 53%,假设 Z 世代渗透率提升至 80%,同时通过逐步渗透更成熟 人群将 Z 世代占比从 80%降至 50%-60%,隐含对其他年龄人群的渗透率从 约 5%提升至 24%-36%,则用户规模可达 4.1 亿-5.0 亿。2)按城市等级:B 站对一二线城市用户的渗透率约 22%,假设一二线用户渗透率提升至 45%, 同时通过持续下沉渗透将一二线用户占比从约 45%降至 40%-45%,隐含对 三线及以下用户渗透率从 17%提升至 40%-49%,则用户规模可达 4.2 亿-4.7 亿。3)长期空间:B 站目前在中国 9.3 亿视频用户的渗透率为 22%,基于 内容视频化趋势及出海潜在空间,用户天花板有望突破 5 亿核心竞争力有了,能不能成事,交给时间。 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","text":"Z+世代企业最核心的竞争力是什么?是人,是人,还是人!小破站核心用户群从 Z 世代拓展到 Z+世代, 我认为当前的用户规模仍有翻倍空间。1)按年龄:B 站在 Z 世代用户的 渗透率约 53%,假设 Z 世代渗透率提升至 80%,同时通过逐步渗透更成熟 人群将 Z 世代占比从 80%降至 50%-60%,隐含对其他年龄人群的渗透率从 约 5%提升至 24%-36%,则用户规模可达 4.1 亿-5.0 亿。2)按城市等级:B 站对一二线城市用户的渗透率约 22%,假设一二线用户渗透率提升至 45%, 同时通过持续下沉渗透将一二线用户占比从约 45%降至 40%-45%,隐含对 三线及以下用户渗透率从 17%提升至 40%-49%,则用户规模可达 4.2 亿-4.7 亿。3)长期空间:B 站目前在中国 9.3 亿视频用户的渗透率为 22%,基于 内容视频化趋势及出海潜在空间,用户天花板有望突破 5 亿核心竞争力有了,能不能成事,交给时间。 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/5c4a5d851dc9f9d9a572d9ef9f1308c2","width":"554","height":"367"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/256246415761424","isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":278860730208328,"gmtCreate":1709112209512,"gmtModify":1709112213121,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <v-v data-views=\"1\"></v-v>教育股的龙头还是新东方,这个股短线做了行业带头大哥,不过后面还有搞头","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <v-v data-views=\"1\"></v-v>教育股的龙头还是新东方,这个股短线做了行业带头大哥,不过后面还有搞头","text":"$高途(GOTU)$ 教育股的龙头还是新东方,这个股短线做了行业带头大哥,不过后面还有搞头","images":[{"img":"https://static.tigerbbs.com/6503802fef65c6e6ec8c07a79ed4acc2","width":"420","height":"244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278860730208328","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256964016111616,"gmtCreate":1703764034994,"gmtModify":1703764037334,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"最近 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 管理层姿势比较迎合资本市场,营收貌似同比增长69%,净亏损收窄一半,裁员缩减财务支出也是他们正在研究的东西。初步估计四季报和年报数据应该不会太差 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","listText":"最近 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 管理层姿势比较迎合资本市场,营收貌似同比增长69%,净亏损收窄一半,裁员缩减财务支出也是他们正在研究的东西。初步估计四季报和年报数据应该不会太差 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","text":"最近 $Unity Software Inc.(U)$ 管理层姿势比较迎合资本市场,营收貌似同比增长69%,净亏损收窄一半,裁员缩减财务支出也是他们正在研究的东西。初步估计四季报和年报数据应该不会太差 $Unity Software Inc.(U)$","images":[{"img":"https://static.tigerbbs.com/e8cc2a999625cc089607a051236ce145","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/256964016111616","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"鱼头up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":5,"crmLevelSwitch":0},"content":"财报只是助推剂,相信明年空间计算概念风口才是真","text":"财报只是助推剂,相信明年空间计算概念风口才是真","html":"财报只是助推剂,相信明年空间计算概念风口才是真"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256245849833520,"gmtCreate":1703587697826,"gmtModify":1703587702042,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>作为一个近40岁的老男人,最近迷恋上在B站上面看动漫,说实话体验非常棒,进而研究了一下这个公司,总体给人的感觉是这样,社区文化是B 站的内核与最大壁垒,用户通过共同的兴趣建立情感纽带,在B 站的社区氛围下实现高粘性和互动,4Q20 日均视频观看量达12 亿,月均总互动量达47 亿,我认为B 站的社区氛围体现的是十多年运营沉淀的代表年轻一代的共同文化与价值观,难以被复制,也是B 站最深的护城河,只要这种护城河在,这个公司前景无忧。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>作为一个近40岁的老男人,最近迷恋上在B站上面看动漫,说实话体验非常棒,进而研究了一下这个公司,总体给人的感觉是这样,社区文化是B 站的内核与最大壁垒,用户通过共同的兴趣建立情感纽带,在B 站的社区氛围下实现高粘性和互动,4Q20 日均视频观看量达12 亿,月均总互动量达47 亿,我认为B 站的社区氛围体现的是十多年运营沉淀的代表年轻一代的共同文化与价值观,难以被复制,也是B 站最深的护城河,只要这种护城河在,这个公司前景无忧。","text":"$哔哩哔哩(BILI)$ 作为一个近40岁的老男人,最近迷恋上在B站上面看动漫,说实话体验非常棒,进而研究了一下这个公司,总体给人的感觉是这样,社区文化是B 站的内核与最大壁垒,用户通过共同的兴趣建立情感纽带,在B 站的社区氛围下实现高粘性和互动,4Q20 日均视频观看量达12 亿,月均总互动量达47 亿,我认为B 站的社区氛围体现的是十多年运营沉淀的代表年轻一代的共同文化与价值观,难以被复制,也是B 站最深的护城河,只要这种护城河在,这个公司前景无忧。","images":[{"img":"https://static.tigerbbs.com/63997bfffe3f7eea888f19a7235ff34a","width":"357","height":"194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/256245849833520","isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","crmLevel":6,"crmLevelSwitch":1},"content":"但是变现难,学生白嫖党多","text":"但是变现难,学生白嫖党多","html":"但是变现难,学生白嫖党多"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269360706637832,"gmtCreate":1706784492967,"gmtModify":1706784494213,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>发现了一个很好的股票,做空的话,稳稳的,只要股价触碰均线就开始调头向下","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>发现了一个很好的股票,做空的话,稳稳的,只要股价触碰均线就开始调头向下","text":"$哔哩哔哩(BILI)$ 发现了一个很好的股票,做空的话,稳稳的,只要股价触碰均线就开始调头向下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269360706637832","isVote":1,"tweetType":1,"viewCount":2750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266532498895136,"gmtCreate":1706103399455,"gmtModify":1706103400941,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>半导体应该这两年会有持续的机会,人工智能更是,2023年的扛鼎者是英伟达,接下来应该轮到了amd,毕竟他的最新产品已经技术参数上面超过了英伟达","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>半导体应该这两年会有持续的机会,人工智能更是,2023年的扛鼎者是英伟达,接下来应该轮到了amd,毕竟他的最新产品已经技术参数上面超过了英伟达","text":"$美国超微公司(AMD)$ 半导体应该这两年会有持续的机会,人工智能更是,2023年的扛鼎者是英伟达,接下来应该轮到了amd,毕竟他的最新产品已经技术参数上面超过了英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266532498895136","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252351411875904,"gmtCreate":1702640634923,"gmtModify":1702640639247,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"研究过美团的基本面,毛估一下他FY23-24收入分别为2755亿元、3472亿元,增速分别为25%、26%,Non-GAAP利润分别为232.98亿元、321.59亿元。按照分部估值法,到家业务、到店酒旅业务分别给予77.93港元、74.62港元估值,第一步感觉能看到152.55港元 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>","listText":"研究过美团的基本面,毛估一下他FY23-24收入分别为2755亿元、3472亿元,增速分别为25%、26%,Non-GAAP利润分别为232.98亿元、321.59亿元。按照分部估值法,到家业务、到店酒旅业务分别给予77.93港元、74.62港元估值,第一步感觉能看到152.55港元 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>","text":"研究过美团的基本面,毛估一下他FY23-24收入分别为2755亿元、3472亿元,增速分别为25%、26%,Non-GAAP利润分别为232.98亿元、321.59亿元。按照分部估值法,到家业务、到店酒旅业务分别给予77.93港元、74.62港元估值,第一步感觉能看到152.55港元 $美团-W(03690)$","images":[{"img":"https://static.tigerbbs.com/01a9b3ab4649c15e8cfd0ab6ebe53b6d","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252351411875904","isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":266842180575520,"gmtCreate":1706179005334,"gmtModify":1706179006522,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> <v-v data-views=\"0\"></v-v>股票的走势股票的价格最终还是要回复到基本面, <a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> 什么时候盈利了再来看这个股票","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> <v-v data-views=\"0\"></v-v>股票的走势股票的价格最终还是要回复到基本面, <a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> 什么时候盈利了再来看这个股票","text":"$Digital World Acquisition Corp(DWAC)$ 股票的走势股票的价格最终还是要回复到基本面, $Digital World Acquisition Corp(DWAC)$ 什么时候盈利了再来看这个股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266842180575520","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265857516408856,"gmtCreate":1705925182165,"gmtModify":1705925183547,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"预计今年M365 Copilot的商业办公室收入能到3.89亿美元,这对微软来说不难,现在的股价如果按照这个业绩趋势股价并不是很贵 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"预计今年M365 Copilot的商业办公室收入能到3.89亿美元,这对微软来说不难,现在的股价如果按照这个业绩趋势股价并不是很贵 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"预计今年M365 Copilot的商业办公室收入能到3.89亿美元,这对微软来说不难,现在的股价如果按照这个业绩趋势股价并不是很贵 $微软(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265857516408856","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265848961073176,"gmtCreate":1705923093460,"gmtModify":1705923094822,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"试驾过蔚来理想特斯拉三个厂子的车子,给人体验最好的是蔚来,有种做上帝的感觉,跟蔚来车主交流,人家的客户回馈也很好,这样的企业应该能走远 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"试驾过蔚来理想特斯拉三个厂子的车子,给人体验最好的是蔚来,有种做上帝的感觉,跟蔚来车主交流,人家的客户回馈也很好,这样的企业应该能走远 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"试驾过蔚来理想特斯拉三个厂子的车子,给人体验最好的是蔚来,有种做上帝的感觉,跟蔚来车主交流,人家的客户回馈也很好,这样的企业应该能走远 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265848961073176","isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259398979604480,"gmtCreate":1704357665852,"gmtModify":1704425485235,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"前几天,微软与OpenAI将推出大杀器Stateful,想让AI应用盈利提升20倍!! 先不说真假,就这决心和热度,就值得重点关注OpenAI作为业内领头羊,旗下的GPT系列产品更是斩获了15亿活跃用户,占全世界人口的20%,增速没的说,微软作为他的实际控制人能靠OpenAI吃几年的肉肉 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"前几天,微软与OpenAI将推出大杀器Stateful,想让AI应用盈利提升20倍!! 先不说真假,就这决心和热度,就值得重点关注OpenAI作为业内领头羊,旗下的GPT系列产品更是斩获了15亿活跃用户,占全世界人口的20%,增速没的说,微软作为他的实际控制人能靠OpenAI吃几年的肉肉 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"前几天,微软与OpenAI将推出大杀器Stateful,想让AI应用盈利提升20倍!! 先不说真假,就这决心和热度,就值得重点关注OpenAI作为业内领头羊,旗下的GPT系列产品更是斩获了15亿活跃用户,占全世界人口的20%,增速没的说,微软作为他的实际控制人能靠OpenAI吃几年的肉肉 $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/379456df799e8b5f6ce1db9248416710","width":"351","height":"302"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259398979604480","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259398855454720,"gmtCreate":1704357635543,"gmtModify":1704425363427,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"从估值来说,我相信未来数年微软市值会超越苹果,因为这更合理,英伟达股价偏高,做多风险较高,做空可能有机会,它的市值不应该现在进入前十,涨的过快,美盘已经进入泡沫,说不定什么时候开始调整,看来看去还是微软的价格和位置合理一些 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"从估值来说,我相信未来数年微软市值会超越苹果,因为这更合理,英伟达股价偏高,做多风险较高,做空可能有机会,它的市值不应该现在进入前十,涨的过快,美盘已经进入泡沫,说不定什么时候开始调整,看来看去还是微软的价格和位置合理一些 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"从估值来说,我相信未来数年微软市值会超越苹果,因为这更合理,英伟达股价偏高,做多风险较高,做空可能有机会,它的市值不应该现在进入前十,涨的过快,美盘已经进入泡沫,说不定什么时候开始调整,看来看去还是微软的价格和位置合理一些 $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/e28791d06db7dae0b55d5071c48b439a","width":"415","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259398855454720","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259387639279616,"gmtCreate":1704354897218,"gmtModify":1704354900900,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <v-v data-views=\"0\"></v-v>医药赛道已经走出了底部区域,不过疫苗股并没有,毕竟疫情几年涨的有点太猛了,所以现在仅仅是个反弹,不能有什么幻想,哪怕是龙头股","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <v-v data-views=\"0\"></v-v>医药赛道已经走出了底部区域,不过疫苗股并没有,毕竟疫情几年涨的有点太猛了,所以现在仅仅是个反弹,不能有什么幻想,哪怕是龙头股","text":"$Moderna, Inc.(MRNA)$ 医药赛道已经走出了底部区域,不过疫苗股并没有,毕竟疫情几年涨的有点太猛了,所以现在仅仅是个反弹,不能有什么幻想,哪怕是龙头股","images":[{"img":"https://static.tigerbbs.com/027c1a7ebcdea3f8208922a06452f635","width":"281","height":"375"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259387639279616","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259072617619456,"gmtCreate":1704277987633,"gmtModify":1704279754262,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>日线已经站上了支撑线,且回踩到了支撑位,成交量在温和放大,这是好事周线有点圆弧底的雏形了,感觉可以谨慎乐观","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>日线已经站上了支撑线,且回踩到了支撑位,成交量在温和放大,这是好事周线有点圆弧底的雏形了,感觉可以谨慎乐观","text":"$蔚来(NIO)$ 日线已经站上了支撑线,且回踩到了支撑位,成交量在温和放大,这是好事周线有点圆弧底的雏形了,感觉可以谨慎乐观","images":[{"img":"https://static.tigerbbs.com/7f59000f939dc029a1caefab4aba4e21","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259072617619456","isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":259063345577984,"gmtCreate":1704275723951,"gmtModify":1704275726041,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"感觉今年科技股是泡沫最严重的版块之一,上半年人工智能、数字化、机器人等轮番炒作,多数已经透支,英伟达作为带头大哥,泡沫最严重,这是我不看好接下来英伟达股票的根源 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"感觉今年科技股是泡沫最严重的版块之一,上半年人工智能、数字化、机器人等轮番炒作,多数已经透支,英伟达作为带头大哥,泡沫最严重,这是我不看好接下来英伟达股票的根源 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"感觉今年科技股是泡沫最严重的版块之一,上半年人工智能、数字化、机器人等轮番炒作,多数已经透支,英伟达作为带头大哥,泡沫最严重,这是我不看好接下来英伟达股票的根源 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/24a13ec4ba4f979ae72dd662006ceb72","width":"224","height":"203"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259063345577984","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256966720852016,"gmtCreate":1703764809802,"gmtModify":1703764813506,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>趋势图很美丽,碰一下均线就开始调头向上,日k给人的感觉很强势,人工智能龙头的江湖地位很稳,无论短中长,我依旧很看好 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>趋势图很美丽,碰一下均线就开始调头向上,日k给人的感觉很强势,人工智能龙头的江湖地位很稳,无论短中长,我依旧很看好 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"$英伟达(NVDA)$ 趋势图很美丽,碰一下均线就开始调头向上,日k给人的感觉很强势,人工智能龙头的江湖地位很稳,无论短中长,我依旧很看好 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/627cd7626f43ae38a0bfc72e56b41fba","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256966720852016","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256960100515888,"gmtCreate":1703763193510,"gmtModify":1703763194962,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 的印象还停留在去年,去年扎克伯格撑起的元宇宙大旗好像被这个公司给摘了桃子,预计今年年底这个概念还会拿出来再炒作一波 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","listText":"对 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 的印象还停留在去年,去年扎克伯格撑起的元宇宙大旗好像被这个公司给摘了桃子,预计今年年底这个概念还会拿出来再炒作一波 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <v-v data-views=\"1\"></v-v>","text":"对 $Unity Software Inc.(U)$ 的印象还停留在去年,去年扎克伯格撑起的元宇宙大旗好像被这个公司给摘了桃子,预计今年年底这个概念还会拿出来再炒作一波 $Unity Software Inc.(U)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256960100515888","isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256246443577360,"gmtCreate":1703587690771,"gmtModify":1703587694800,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"最近B站负面新闻比较多,股价也跌跌不休,作为一个有小破站持仓的人又研究了了一下他的成长历程,看着豪华的投资人团队,我瞬间又觉得这个股不会有什么问题,毕竟资本家的眼光比资本家的人品更值得我们信赖 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","listText":"最近B站负面新闻比较多,股价也跌跌不休,作为一个有小破站持仓的人又研究了了一下他的成长历程,看着豪华的投资人团队,我瞬间又觉得这个股不会有什么问题,毕竟资本家的眼光比资本家的人品更值得我们信赖 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>","text":"最近B站负面新闻比较多,股价也跌跌不休,作为一个有小破站持仓的人又研究了了一下他的成长历程,看着豪华的投资人团队,我瞬间又觉得这个股不会有什么问题,毕竟资本家的眼光比资本家的人品更值得我们信赖 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/4916d89f57fe00b58057cccb2869b80b","width":"617","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256246443577360","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":255993722200088,"gmtCreate":1703504922355,"gmtModify":1703509425649,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多做的其实是提供一个高效的订单收集系统,把普通人对自己意愿行为的确定性标准化,再以更低的价格卖给厂商。黄峥把这种模式称为“把资本主义倒过来”,让财富由富人流向穷人从表面上看,实现了消费者、平台、厂商三方共赢。消费者得到了价格实惠,拼多多赚到了交易佣金。对于厂商来说,过去是依靠渠道商、通路商、广告商、咨询机构这些经济活动的中间层,来了解亿万消费者的规划和意愿,以消除不确定性。因此,富人(企业主、厂商)就需要雇佣这些中间商,要给他们分钱,相当于“保险费”。这是传统经济模式。而现在,厂商仍然需要购买这种确定性,只不过是通过折扣券(让消费者砍价)来购买。同一件商品在实体店里卖的价格和在拼多多上的拼单价之间的差价,就是富人向普通人购买这种确定性所支付的“保险费”。这是黄老板对自己企业的理解,确实蛮有新意,资本市场好像对这个企业模式也蛮认同的不多短线多多涨的有点多了,短线 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","listText":"拼多多做的其实是提供一个高效的订单收集系统,把普通人对自己意愿行为的确定性标准化,再以更低的价格卖给厂商。黄峥把这种模式称为“把资本主义倒过来”,让财富由富人流向穷人从表面上看,实现了消费者、平台、厂商三方共赢。消费者得到了价格实惠,拼多多赚到了交易佣金。对于厂商来说,过去是依靠渠道商、通路商、广告商、咨询机构这些经济活动的中间层,来了解亿万消费者的规划和意愿,以消除不确定性。因此,富人(企业主、厂商)就需要雇佣这些中间商,要给他们分钱,相当于“保险费”。这是传统经济模式。而现在,厂商仍然需要购买这种确定性,只不过是通过折扣券(让消费者砍价)来购买。同一件商品在实体店里卖的价格和在拼多多上的拼单价之间的差价,就是富人向普通人购买这种确定性所支付的“保险费”。这是黄老板对自己企业的理解,确实蛮有新意,资本市场好像对这个企业模式也蛮认同的不多短线多多涨的有点多了,短线 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","text":"拼多多做的其实是提供一个高效的订单收集系统,把普通人对自己意愿行为的确定性标准化,再以更低的价格卖给厂商。黄峥把这种模式称为“把资本主义倒过来”,让财富由富人流向穷人从表面上看,实现了消费者、平台、厂商三方共赢。消费者得到了价格实惠,拼多多赚到了交易佣金。对于厂商来说,过去是依靠渠道商、通路商、广告商、咨询机构这些经济活动的中间层,来了解亿万消费者的规划和意愿,以消除不确定性。因此,富人(企业主、厂商)就需要雇佣这些中间商,要给他们分钱,相当于“保险费”。这是传统经济模式。而现在,厂商仍然需要购买这种确定性,只不过是通过折扣券(让消费者砍价)来购买。同一件商品在实体店里卖的价格和在拼多多上的拼单价之间的差价,就是富人向普通人购买这种确定性所支付的“保险费”。这是黄老板对自己企业的理解,确实蛮有新意,资本市场好像对这个企业模式也蛮认同的不多短线多多涨的有点多了,短线 $拼多多(PDD)$","images":[{"img":"https://static.tigerbbs.com/bc1935cacdb07b7eed5c0da94d8ebf4e","width":"609","height":"305"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255993722200088","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254406277894192,"gmtCreate":1703146984271,"gmtModify":1703146989536,"author":{"id":"9000000000000157","authorId":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"研究过AMD的财报,个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下,参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务),同时参照彭博预测,考虑到明年 MI300 系列芯片对营收的贡献,基于大安全边际考虑,我觉得8.11(均值)-9 倍 Price/Sales 是较为合理的估值水平,给予目标价为145.09美元/股应该是合理的,对应 PS 为 8.56 倍,可以持有<v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"研究过AMD的财报,个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下,参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务),同时参照彭博预测,考虑到明年 MI300 系列芯片对营收的贡献,基于大安全边际考虑,我觉得8.11(均值)-9 倍 Price/Sales 是较为合理的估值水平,给予目标价为145.09美元/股应该是合理的,对应 PS 为 8.56 倍,可以持有<v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"研究过AMD的财报,个人感觉在当前整体宏观环境偏弱和半导体产业链的周期转换的背景下,参考对标企业英伟达(GPU 业务)、英特尔(CPU 业务),同时参照彭博预测,考虑到明年 MI300 系列芯片对营收的贡献,基于大安全边际考虑,我觉得8.11(均值)-9 倍 Price/Sales 是较为合理的估值水平,给予目标价为145.09美元/股应该是合理的,对应 PS 为 8.56 倍,可以持有 $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/d5d44c477e0a993cf41170522b355d2d","width":"498","height":"156"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254406277894192","isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}