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高芬卡FD
04-25
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜
高芬卡FD
04-25
$英伟达(NVDA)$
作为全球最大的GPU芯片供应商,英伟达在AI热潮中成为赚钱的代名词。自2022年底ChatGPT发布以来,英伟达股价和市值持续飙升,成为AI热潮中的焦点。2023年,英伟达累计涨幅近240%,是AI潮流中的最大赢家之一。
高芬卡FD
04-23
$美国超微公司(AMD)$
AI业务占比不高,却炒出了天量估值,在这个估值上,这就是个垃圾股
高芬卡FD
04-23
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意
高芬卡FD
04-23
$理想汽车(LI)$
理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。
高芬卡FD
04-16
$超微电脑(SMCI)$
仔细看,颈线以上是个小头肩顶,现在很有可能是正在做大的头肩顶的右肩过程中。按计划,只要上涨不破新高却回调,跌破颈线位后就可做空。
高芬卡FD
04-16
$拼多多(PDD)$
一季度,全国网上零售额33082亿元,同比增长12.4%。其中,实物商品网上零售额28053亿元,增长11.6%。
$拼多多(PDD)$
国内业绩,有保障,稳稳的。
高芬卡FD
04-15
财务投资的弊端:
$腾讯控股(00700)$
投资一大堆公司股权不见得是一件好事。投资一堆股权是最不可预测结果的现金管理行为, 这不如 苹果
$苹果(AAPL)$
持续的回购与分红稳定。况且腾讯的长期持续回购思路,其实也有待清晰。
高芬卡FD
04-15
听上去科幻,实际非常正常——英伟达
$英伟达(NVDA)$
拥有全世界最好的大语言模型训练/推理芯片,但没有推出任何一款聊天机器人。一直以来,英伟达关注的是先进算法的前瞻式研究,以及针对先进算法打造芯片产品和开发支持工具,扮演AI淘金热中的卖铲人。然而,即使身为顶级卖铲人,英伟达擅长的也只是给出一把趁手的铲子和标准使用说明,如果要问“铲子有哪四种使法”,那英伟达就得懵圈了。而开发量产车自动驾驶算法,是英伟达头一次越过卖铲人定位,和下游客户一起挖矿。
高芬卡FD
04-12
美股和A真的不一样,比如微软
$微软(MSFT)$
上市近40年,近期创新高了,它能一直涨,涨幅堪比比特币,看pe还是相对合理区间,唉!不服不行!
高芬卡FD
04-12
苹果
$苹果(AAPL)$
硬件的体验,哪怕这几年消费电子发展很慢,国产手机都没有追上来,随便对比下划屏流畅度就知晓差距;苹果的生态更不是其它哪一家手机厂能比的,人家对抗整个Android
高芬卡FD
04-10
神奇的公司
$Destiny Tech100 Inc(DXYZ)$
,一年费率接近5%(管理费2.5%,其它费用2.4%)。投资的公司中有SpaceX(Acquisition Date是2022年),还有热门的OpenAI(似乎就几百万美元,还是去年12月份投资的),上市几天就涨了好几倍。溢价率超高。。。
高芬卡FD
04-10
阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东
$京东(JD)$
+PDD
$拼多多(PDD)$
都可以,那我为什么要在手机上多一个APP呢?
高芬卡FD
04-08
印钞机
$Meta Platforms(META)$
一样的公司,毛利润一千亿美元,管理行政等才200多亿,然后380亿的研发,叫了税,还剩390亿利润,如果停止研发利润马上翻倍,当然不可能停止研发,研发其实是对未来的投资,总会有回报的
高芬卡FD
04-08
这个票
$MicroStrategy Incorporated(MSTR)$
我是的确没看懂,市场愿意给他这么高的溢价。只能说拥有第一个拥有量的实体在币价牛市的时候是永动机的原因了吧
高芬卡FD
04-03
先看一下mara
$Marathon Digital Holdings Inc(MARA)$
背后最大的股东是谁你就知道。散户们只知道看谁倍数高,而大户们关注的是能源和算力。币圈就是洗你,牛市一样亏钱,而且能亏成狗
高芬卡FD
04-03
2月7日才说准备增加250亿美元回购,刚发布消息说,上个财年,就已回购了125亿美元。这几年对阿里巴巴
$阿里巴巴(BABA)$
影响最深刻的就是回购,从几十亿美元到现在的几百亿美元。最近有宣布放弃菜鸟上市了,看来真的是要回归主业了
高芬卡FD
04-03
突然有种预感,不会这周末又出现幸福的烦恼吧。
$AMD(AMD)$
价格一直177.5左右波动。上周180的期权,就最后差0.11,这周是177.5的straddle[吐血][吐血][吐血]幸福在于straddle越解禁行权价受益越大,烦恼在意,不像sellput那端再被行权put股票。这是逼着要四点起来处理期权,看一眼大概收盘价的节奏吗?反而愿意被call走股票,能不能在高点的位置晃荡,让我别起床了
$美国超微公司(AMD)$
高芬卡FD
04-02
目标价再次上调,从120上调至144,买入评级。预计从 23 年到 27 年,HBM 的市场价值超过 200 亿美元。美光
$美光科技(MU)$
科技在 HBM 领域的市场份额将从 5%增至 20% 左右。
高芬卡FD
04-02
苹果
$苹果(AAPL)$
会在4月底或5月初,宣布回购股票,金额在750亿-900亿美元。谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
会在4月底宣布回购股票,金额在500亿-700亿美元我猜的[发呆]
去老虎APP查看更多动态
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资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","images":[{"img":"https://static.tigerbbs.com/cc32199c2567e6be80e13907c48edaa7","width":"797","height":"723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/298348666884224","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298346757537920,"gmtCreate":1713876797133,"gmtModify":1713877385900,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。","text":"$理想汽车(LI)$ 理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。","images":[{"img":"https://static.tigerbbs.com/aa4dccb07b43322da9c833b9890feb58","width":"1613","height":"875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298346757537920","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542245362739310","authorId":"3542245362739310","name":"找到一条长雪道","avatar":"https://static.tigerbbs.com/abe35fbc5d3b2b342c0fb6dbb194e63e","crmLevel":5,"crmLevelSwitch":0},"content":"赶紧跑,不跑到脚踝了","text":"赶紧跑,不跑到脚踝了","html":"赶紧跑,不跑到脚踝了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295994733392032,"gmtCreate":1713273361103,"gmtModify":1713273374268,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 仔细看,颈线以上是个小头肩顶,现在很有可能是正在做大的头肩顶的右肩过程中。按计划,只要上涨不破新高却回调,跌破颈线位后就可做空。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 仔细看,颈线以上是个小头肩顶,现在很有可能是正在做大的头肩顶的右肩过程中。按计划,只要上涨不破新高却回调,跌破颈线位后就可做空。","text":"$超微电脑(SMCI)$ 仔细看,颈线以上是个小头肩顶,现在很有可能是正在做大的头肩顶的右肩过程中。按计划,只要上涨不破新高却回调,跌破颈线位后就可做空。","images":[{"img":"https://static.tigerbbs.com/2ea281627e7c78f65ed5b0cddfac7020","width":"1305","height":"647"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295994733392032","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481112735271437","authorId":"3481112735271437","name":"素喜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"超微什么时候出最新季报?哪里看得到时间?","text":"超微什么时候出最新季报?哪里看得到时间?","html":"超微什么时候出最新季报?哪里看得到时间?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295991013417120,"gmtCreate":1713272452905,"gmtModify":1713272454712,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 持续的回购与分红稳定。况且腾讯的长期持续回购思路,其实也有待清晰。","text":"财务投资的弊端: $腾讯控股(00700)$ 投资一大堆公司股权不见得是一件好事。投资一堆股权是最不可预测结果的现金管理行为, 这不如 苹果 $苹果(AAPL)$ 持续的回购与分红稳定。况且腾讯的长期持续回购思路,其实也有待清晰。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642532982944","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295640687141096,"gmtCreate":1713186822967,"gmtModify":1713186825612,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"听上去科幻,实际非常正常——英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 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Date是2022年),还有热门的OpenAI(似乎就几百万美元,还是去年12月份投资的),上市几天就涨了好几倍。溢价率超高。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293862746628248","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860944838808,"gmtCreate":1712748411379,"gmtModify":1712754149530,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","listText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","text":"阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 $京东(JD)$ +PDD $拼多多(PDD)$ 都可以,那我为什么要在手机上多一个APP呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/293860944838808","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","text":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","html":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293117627572376,"gmtCreate":1712585325899,"gmtModify":1712585327720,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"印钞机 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 一样的公司,毛利润一千亿美元,管理行政等才200多亿,然后380亿的研发,叫了税,还剩390亿利润,如果停止研发利润马上翻倍,当然不可能停止研发,研发其实是对未来的投资,总会有回报的","listText":"印钞机 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 一样的公司,毛利润一千亿美元,管理行政等才200多亿,然后380亿的研发,叫了税,还剩390亿利润,如果停止研发利润马上翻倍,当然不可能停止研发,研发其实是对未来的投资,总会有回报的","text":"印钞机 $Meta Platforms(META)$ 一样的公司,毛利润一千亿美元,管理行政等才200多亿,然后380亿的研发,叫了税,还剩390亿利润,如果停止研发利润马上翻倍,当然不可能停止研发,研发其实是对未来的投资,总会有回报的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117627572376","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293115976687680,"gmtCreate":1712584870326,"gmtModify":1712584872682,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这个票 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 我是的确没看懂,市场愿意给他这么高的溢价。只能说拥有第一个拥有量的实体在币价牛市的时候是永动机的原因了吧","listText":"这个票 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 我是的确没看懂,市场愿意给他这么高的溢价。只能说拥有第一个拥有量的实体在币价牛市的时候是永动机的原因了吧","text":"这个票 $MicroStrategy Incorporated(MSTR)$ 我是的确没看懂,市场愿意给他这么高的溢价。只能说拥有第一个拥有量的实体在币价牛市的时候是永动机的原因了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293115976687680","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291338760323088,"gmtCreate":1712149729268,"gmtModify":1712150073746,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"先看一下mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 背后最大的股东是谁你就知道。散户们只知道看谁倍数高,而大户们关注的是能源和算力。币圈就是洗你,牛市一样亏钱,而且能亏成狗","listText":"先看一下mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 背后最大的股东是谁你就知道。散户们只知道看谁倍数高,而大户们关注的是能源和算力。币圈就是洗你,牛市一样亏钱,而且能亏成狗","text":"先看一下mara $Marathon Digital Holdings Inc(MARA)$ 背后最大的股东是谁你就知道。散户们只知道看谁倍数高,而大户们关注的是能源和算力。币圈就是洗你,牛市一样亏钱,而且能亏成狗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291338760323088","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291336522088464,"gmtCreate":1712149182824,"gmtModify":1712149184765,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"2月7日才说准备增加250亿美元回购,刚发布消息说,上个财年,就已回购了125亿美元。这几年对阿里巴巴 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 影响最深刻的就是回购,从几十亿美元到现在的几百亿美元。最近有宣布放弃菜鸟上市了,看来真的是要回归主业了","listText":"2月7日才说准备增加250亿美元回购,刚发布消息说,上个财年,就已回购了125亿美元。这几年对阿里巴巴 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 影响最深刻的就是回购,从几十亿美元到现在的几百亿美元。最近有宣布放弃菜鸟上市了,看来真的是要回归主业了","text":"2月7日才说准备增加250亿美元回购,刚发布消息说,上个财年,就已回购了125亿美元。这几年对阿里巴巴 $阿里巴巴(BABA)$ 影响最深刻的就是回购,从几十亿美元到现在的几百亿美元。最近有宣布放弃菜鸟上市了,看来真的是要回归主业了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291336522088464","isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291334087090192,"gmtCreate":1712148588343,"gmtModify":1712149976236,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"突然有种预感,不会这周末又出现幸福的烦恼吧。<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 价格一直177.5左右波动。上周180的期权,就最后差0.11,这周是177.5的straddle[吐血][吐血][吐血]幸福在于straddle越解禁行权价受益越大,烦恼在意,不像sellput那端再被行权put股票。这是逼着要四点起来处理期权,看一眼大概收盘价的节奏吗?反而愿意被call走股票,能不能在高点的位置晃荡,让我别起床了 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>","listText":"突然有种预感,不会这周末又出现幸福的烦恼吧。<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 价格一直177.5左右波动。上周180的期权,就最后差0.11,这周是177.5的straddle[吐血][吐血][吐血]幸福在于straddle越解禁行权价受益越大,烦恼在意,不像sellput那端再被行权put股票。这是逼着要四点起来处理期权,看一眼大概收盘价的节奏吗?反而愿意被call走股票,能不能在高点的位置晃荡,让我别起床了 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>","text":"突然有种预感,不会这周末又出现幸福的烦恼吧。$AMD(AMD)$ 价格一直177.5左右波动。上周180的期权,就最后差0.11,这周是177.5的straddle[吐血][吐血][吐血]幸福在于straddle越解禁行权价受益越大,烦恼在意,不像sellput那端再被行权put股票。这是逼着要四点起来处理期权,看一眼大概收盘价的节奏吗?反而愿意被call走股票,能不能在高点的位置晃荡,让我别起床了 $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/b7564693f81dda25e36445dbdf8c6a50","width":"488","height":"493"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291334087090192","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290981625245736,"gmtCreate":1712062652477,"gmtModify":1712062654022,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"目标价再次上调,从120上调至144,买入评级。预计从 23 年到 27 年,HBM 的市场价值超过 200 亿美元。美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 科技在 HBM 领域的市场份额将从 5%增至 20% 左右。","listText":"目标价再次上调,从120上调至144,买入评级。预计从 23 年到 27 年,HBM 的市场价值超过 200 亿美元。美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 科技在 HBM 领域的市场份额将从 5%增至 20% 左右。","text":"目标价再次上调,从120上调至144,买入评级。预计从 23 年到 27 年,HBM 的市场价值超过 200 亿美元。美光 $美光科技(MU)$ 科技在 HBM 领域的市场份额将从 5%增至 20% 左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290981625245736","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290979897700368,"gmtCreate":1712062116323,"gmtModify":1712062118378,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 会在4月底或5月初,宣布回购股票,金额在750亿-900亿美元。谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 会在4月底宣布回购股票,金额在500亿-700亿美元我猜的[发呆]","listText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 会在4月底或5月初,宣布回购股票,金额在750亿-900亿美元。谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 会在4月底宣布回购股票,金额在500亿-700亿美元我猜的[发呆]","text":"苹果 $苹果(AAPL)$ 会在4月底或5月初,宣布回购股票,金额在750亿-900亿美元。谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 会在4月底宣布回购股票,金额在500亿-700亿美元我猜的[发呆]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290979897700368","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":253768689225776,"gmtCreate":1702991322975,"gmtModify":1702991327859,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v data-views=\"1\"></v-v>我个人看法,明年进入降息周期,石油大概率率先价格上行,去到90-120区间,但就跟新能源一样,利润兑现前,股价开启下降通道,否则巴老爷子应该明年3月再买进西方石油,而不是今年3月。然后会复制油运的走势,回调后找个位置横着,直到油价崩塌前一年","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v data-views=\"1\"></v-v>我个人看法,明年进入降息周期,石油大概率率先价格上行,去到90-120区间,但就跟新能源一样,利润兑现前,股价开启下降通道,否则巴老爷子应该明年3月再买进西方石油,而不是今年3月。然后会复制油运的走势,回调后找个位置横着,直到油价崩塌前一年","text":"$西方石油(OXY)$ 我个人看法,明年进入降息周期,石油大概率率先价格上行,去到90-120区间,但就跟新能源一样,利润兑现前,股价开启下降通道,否则巴老爷子应该明年3月再买进西方石油,而不是今年3月。然后会复制油运的走势,回调后找个位置横着,直到油价崩塌前一年","images":[{"img":"https://static.tigerbbs.com/14a4144bdc37e0e78af835f320cc5914","width":"357","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/253768689225776","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257281064034352,"gmtCreate":1703841553743,"gmtModify":1703842555764,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>汽车里面,就看蔚来能否靠换电和设计驱动来脱离内卷,目前看还挺难。除开蔚来,所有车企都是同质化竞争,区别只在于外观设计的区别,小米汽车 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 出来以后,连外观设计都差不多了。。。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>汽车里面,就看蔚来能否靠换电和设计驱动来脱离内卷,目前看还挺难。除开蔚来,所有车企都是同质化竞争,区别只在于外观设计的区别,小米汽车 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 出来以后,连外观设计都差不多了。。。","text":"$蔚来(NIO)$ 汽车里面,就看蔚来能否靠换电和设计驱动来脱离内卷,目前看还挺难。除开蔚来,所有车企都是同质化竞争,区别只在于外观设计的区别,小米汽车 $小米集团-W(01810)$ 出来以后,连外观设计都差不多了。。。","images":[{"img":"https://static.tigerbbs.com/762f5db7418f0484487ba65973cf081c","width":"473","height":"337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":75,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/257281064034352","isVote":1,"tweetType":1,"viewCount":11152,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0},"content":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","text":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","html":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":240205175324736,"gmtCreate":1699674452686,"gmtModify":1699674453774,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","text":"$拼多多(PDD)$ 拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/240205175324736","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625683152912,"gmtCreate":1711975638162,"gmtModify":1711975641843,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","listText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","text":"苹果 $苹果(AAPL)$ 、AMD $美国超微公司(AMD)$ 等很多纳斯达克巨头,哪个没经历过蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 $英伟达(NVDA)$ 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/290625683152912","isVote":1,"tweetType":1,"viewCount":2621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":4,"crmLevelSwitch":0},"content":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","text":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","html":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860944838808,"gmtCreate":1712748411379,"gmtModify":1712754149530,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","listText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","text":"阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 $京东(JD)$ +PDD $拼多多(PDD)$ 都可以,那我为什么要在手机上多一个APP呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/293860944838808","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","text":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","html":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290627169660968,"gmtCreate":1711976115468,"gmtModify":1712055864682,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","listText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","text":"mara $Marathon Digital Holdings Inc(MARA)$ 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290627169660968","isVote":1,"tweetType":1,"viewCount":6272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259090707779584,"gmtCreate":1704282404176,"gmtModify":1704336566652,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","text":"$纳指三倍做空ETF(SQQQ)$ nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259090707779584","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247398863380496,"gmtCreate":1701424189432,"gmtModify":1701424457942,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","text":"$蔚来(NIO)$ $小鹏汽车(XPEV)$ $比亚迪ADR(BYDDY)$ 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/247398863380496","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0},"content":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","text":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","html":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249207884320824,"gmtCreate":1701846948305,"gmtModify":1701846950114,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","listText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","text":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 $美团-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249207884320824","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217680288432176,"gmtCreate":1694178898182,"gmtModify":1694180228594,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","text":"$VinFast Auto(VFS)$ 地心引力还是起作用了,但还是比$小鹏汽车(XPEV)$ +$蔚来(NIO)$ 两个之和还高不少。 给1美元一股,不能再多了! $VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217680288432176","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298348666884224,"gmtCreate":1713877263282,"gmtModify":1713877271196,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","images":[{"img":"https://static.tigerbbs.com/cc32199c2567e6be80e13907c48edaa7","width":"797","height":"723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/298348666884224","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286417214603304,"gmtCreate":1710943627421,"gmtModify":1710943792610,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","listText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","text":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 $台积电(TSM)$","images":[{"img":"https://static.tigerbbs.com/7ba0293cf78806e62cfa9461c3f9d0bc","width":"395","height":"181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/286417214603304","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285345715511328,"gmtCreate":1710671446281,"gmtModify":1710671447875,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/285345715511328","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"100797458828552","authorId":"100797458828552","name":"解析延拓","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"深度学习的算力被他一家垄断,晓得吧","text":"深度学习的算力被他一家垄断,晓得吧","html":"深度学习的算力被他一家垄断,晓得吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281759419228232,"gmtCreate":1709815044377,"gmtModify":1709815064624,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","listText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","text":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","images":[{"img":"https://static.tigerbbs.com/69ae1b81469b1c970191ca325e301d14","width":"433","height":"273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/281759419228232","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568436828351182","authorId":"3568436828351182","name":"李狗蛋儿爸爸","avatar":"https://static.tigerbbs.com/4e77fa3f12be4757f7a68853b86b7993","crmLevel":6,"crmLevelSwitch":0},"content":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","text":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","html":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232620736565264,"gmtCreate":1697800499035,"gmtModify":1697800503585,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","text":"$Faraday Future(FFIE)$ 卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","images":[{"img":"https://static.tigerbbs.com/e37d47b21a9e35152aee0923cd4a2fde","width":"481","height":"351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/232620736565264","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555136433661721","authorId":"3555136433661721","name":"yt60156015","avatar":"https://static.tigerbbs.com/1aabca619a4578423eb9296e72f5a172","crmLevel":2,"crmLevelSwitch":0},"content":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","text":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","html":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288513128370216,"gmtCreate":1711459992107,"gmtModify":1711459994249,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v>","listText":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v>","text":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/288513128370216","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1},"content":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统","text":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统","html":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281413971935304,"gmtCreate":1709730706658,"gmtModify":1709730707990,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达 市值 今年底必将突破 10万亿美元! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"英伟达 市值 今年底必将突破 10万亿美元! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"英伟达 市值 今年底必将突破 10万亿美元! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/281413971935304","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"又疯了一个,抬走 [白眼]","text":"又疯了一个,抬走 [白眼]","html":"又疯了一个,抬走 [白眼]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261598162616320,"gmtCreate":1704894575768,"gmtModify":1704894577051,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","text":"$蔚来(NIO)$ 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261598162616320","isVote":1,"tweetType":1,"viewCount":2957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289184096755752,"gmtCreate":1711623802747,"gmtModify":1711623804325,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","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> 贵不贵?以76倍市盈率计算,需要大致维持130%年度利润增长,持续12年回本。数据中心GPU芯片利润率75%左右,利润率再涨是很难了,那么就需要营收持续130%增长12年。也就是说,英伟达GPU芯片12年后出货量得增长23倍,全球数据中心GPU得累计消耗31倍于2023年数量,目前各个大厂AI服务还没怎么挣钱。目前估值这个真的有点乐观了哈","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 贵不贵?以76倍市盈率计算,需要大致维持130%年度利润增长,持续12年回本。数据中心GPU芯片利润率75%左右,利润率再涨是很难了,那么就需要营收持续130%增长12年。也就是说,英伟达GPU芯片12年后出货量得增长23倍,全球数据中心GPU得累计消耗31倍于2023年数量,目前各个大厂AI服务还没怎么挣钱。目前估值这个真的有点乐观了哈","text":"$英伟达(NVDA)$ 贵不贵?以76倍市盈率计算,需要大致维持130%年度利润增长,持续12年回本。数据中心GPU芯片利润率75%左右,利润率再涨是很难了,那么就需要营收持续130%增长12年。也就是说,英伟达GPU芯片12年后出货量得增长23倍,全球数据中心GPU得累计消耗31倍于2023年数量,目前各个大厂AI服务还没怎么挣钱。目前估值这个真的有点乐观了哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/289184096755752","isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"content":"顺利的话二三季度该下来了,因为养老金作为领导已经先撤了,后面看谁撤吧,有序撤退,避免踩踏,最后才是庄家,至少要半年时间调整,庄家后续还得吃鱼尾,做空做多来回收钱","text":"顺利的话二三季度该下来了,因为养老金作为领导已经先撤了,后面看谁撤吧,有序撤退,避免踩踏,最后才是庄家,至少要半年时间调整,庄家后续还得吃鱼尾,做空做多来回收钱","html":"顺利的话二三季度该下来了,因为养老金作为领导已经先撤了,后面看谁撤吧,有序撤退,避免踩踏,最后才是庄家,至少要半年时间调整,庄家后续还得吃鱼尾,做空做多来回收钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298346757537920,"gmtCreate":1713876797133,"gmtModify":1713877385900,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。","images":[{"img":"https://static.tigerbbs.com/aa4dccb07b43322da9c833b9890feb58","width":"1613","height":"875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298346757537920","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542245362739310","authorId":"3542245362739310","name":"找到一条长雪道","avatar":"https://static.tigerbbs.com/abe35fbc5d3b2b342c0fb6dbb194e63e","crmLevel":5,"crmLevelSwitch":0},"content":"赶紧跑,不跑到脚踝了","text":"赶紧跑,不跑到脚踝了","html":"赶紧跑,不跑到脚踝了"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}