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斯维特斯
04-25
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
今天港股还有40%的做空比例,做空金额3.77亿,空头是真狠啊,内资给我冲啊,逼空逼空!
斯维特斯
04-25
$英伟达(NVDA)$
我支持在现在环境下配置这些公司股票,特别看好英伟达的长期投资前景和长期投资价值.我是这么认为的:它们才是AI真正受益的方向?又是英伟达!在全球都在关注的AI会议:GTC上,英伟达的演讲,从超级计算机、机器人,到智能车和高速铜缆……大有英伟达指哪、AI的风就吹哪的感觉!那国内呢?我们能接住这波AI刮来的风吗?
斯维特斯
04-25
$Meta Platforms(META)$
盘后各种分析下跌的原因基本都是扯蛋,根本原因就是股价涨高了,该往下收割一波的时候到了,就像
$特斯拉(TSLA)$
下跌多了,再差的财报找个理由也能照样上涨百分之十几。花街就是在这样的魔术中,把别人口袋里的钱转移到他们口袋里的。
斯维特斯
04-23
$美国超微公司(AMD)$
阿斯麦
$阿斯麦(ASML)$
台J电按摩垫AMD的业绩鬼故事带崩达达,回头看偶像德鲁肯米勒2.29日卖出狗狗买入黄金,真是高。地缘博弈停不下来,小心吧
斯维特斯
04-23
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
那85港币就是哔哩哔哩
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
的底部了。大摩Q1刚给哔哩哔哩估价85港币。阿里应该差不多以这个价格转给他了。大摩肯定不做亏本买卖,那85港币绝对是底部了。
斯维特斯
04-23
$理想汽车(LI)$
新能源车新一轮降价又拉开帷幕了。这次打头阵的是优等生特斯拉和理想,特斯拉打出全系降价1.4万元,理想则对主力L车型下调1.4万元-2万元,出师不利的MEGA直接大刀砍掉3万。预计理想这次降价,累计补贴至少约5.5亿元—6亿元。李想压力大啊,理想汽车一季度全年销量达成率仅6%,很可能无法完成80万辆年度销量目标。自理想MEGA发布遇冷以来,理想汽车股价接连下跌,较2月28日高点已跌去超45%。
斯维特斯
04-16
$超微电脑(SMCI)$
看看美股
$美光科技(MU)$
$英伟达(NVDA)$
$超微电脑(SMCI)$
的走势,哪边是真科技,哪边是伪科技一目了然。坚信科技出海的方向,和北美大客户绑定是在人工智能浪潮中提升业绩的快捷途径。
斯维特斯
04-16
$拼多多(PDD)$
拼多多拼低价,击溃阿里巴巴
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
,结果是质量管控跟不上,食品一定是淘宝,京东
$京东(JD)$
更安全,虽然它们更贵。
斯维特斯
04-15
腾讯
$腾讯控股(00700)$
又进静默期了,大家好像又有点怕 但似乎过去这几年的静默期,腾讯股价表现可以说是没啥规律,有涨有跌,甚至最近两次都是涨的。咱还是那句话,你每花一分钟去预判短期股价,就会浪费60秒。
斯维特斯
04-15
马斯克公开宣布要裁撤
$特斯拉(TSLA)$
全球百分之十以上的员工,大约涉及到1.4万名员工。西方的大企业不到万不得已是不会轻易裁员的,裁员说明已经没有其他更好的降本增效的办法。特斯拉不单是在中国销量增长困难,在老家美国同样增长困难,库存越积越多,只得减产裁员。我三月指出特斯拉现在面临的问题时,被很多人抨击什么都不懂。但是我相信马斯克绝对比他们更清楚特斯拉的处境。外人可以随口指点江山,但是企业的灵魂人物必须要及时做出对企业最好的决策。
斯维特斯
04-12
有那只股票🈶这个
$拼多多(PDD)$
增长,和想象空间,请列出收入和利润增长率。看过拼多多,很多股票都看不上。
斯维特斯
04-12
个人感觉苹果
$苹果(AAPL)$
回购而不投资其他公司也是没办法的事情,因为确实在同一个行业里找不到更好的公司可以投资了,腾讯不一样,他可以买很多其他好公司,然后融进微信里,在微信的流量上放大优势
斯维特斯
04-10
股权投资基金拆份额在二级市场交易,简直是逆天,这要在咱这基协交易所金融办不嫩史你
$Destiny Tech100 Inc(DXYZ)$
可见美元实际超发成啥样了,这金融自由化,又是币etf又是币大涨又是这些玩意。美元真得掂量掂量了
斯维特斯
04-10
港股今天这样📈,应该和阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
的利好有关。但一般不会走独立行情的,甚至大盘反弹时港股可能补跌……
斯维特斯
04-08
商业模式
$Meta Platforms(META)$
不错,反正你们打广告,不打就很容易落后,打了还的打,没完没了,且把对手碾压
斯维特斯
04-08
微策
$MicroStrategy Incorporated(MSTR)$
投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会
斯维特斯
04-08
美光将把 DRAM 和 SSD 价格提高 20% 以上。多家客户获悉
$美光科技(MU)$
打算在第二季度将其 DRAM 模块和 SSD 价格连续提高 25% 以上。据 Digitimes 报道,价格谈判仍在进行中。
$美光科技(MU)$
斯维特斯
04-03
请问一下大佬们,这mara
$Marathon Digital Holdings Inc(MARA)$
和CLSK
$CleanSpark, Inc.(CLSK)$
,riot
$Riot Platforms(RIOT)$
这些的每日大饼产出和算力总额在哪里看的啊。我感觉真的好想Mara的大家说有那么多矿机算力 就是出币量很差啊。😂 有点晃了都,毕竟最重仓的就是mara了啊。还一直觉得是龙头呢。谢谢咯
斯维特斯
04-03
目前的波动放在中长线趋势中,只是微小的波纹罢了。
$Coinbase Global, Inc.(COIN)$
斯维特斯
04-03
AMD
$美国超微公司(AMD)$
苏姿丰近日接受采访时,提到一个AI PC会激发人们换机的诱因,即效率提升。 如果用户每周因使用AI PC而可节省5小时的工作时间,大家是否会愿意购买AI PC? 在她看来,「所有人的答案都会是YES(是)」。*全新Ryzen 8040系列笔电处理器,已开始供货。 到今年底前,AMD将推动超过150家独立软体供应商为Ryzen AI进行开发
去老虎APP查看更多动态
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台J电按摩垫AMD的业绩鬼故事带崩达达,回头看偶像德鲁肯米勒2.29日卖出狗狗买入黄金,真是高。地缘博弈停不下来,小心吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298350921011328","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298348966260864,"gmtCreate":1713877336372,"gmtModify":1713877345356,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","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> 那85港币就是哔哩哔哩 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 的底部了。大摩Q1刚给哔哩哔哩估价85港币。阿里应该差不多以这个价格转给他了。大摩肯定不做亏本买卖,那85港币绝对是底部了。","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> 那85港币就是哔哩哔哩 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 的底部了。大摩Q1刚给哔哩哔哩估价85港币。阿里应该差不多以这个价格转给他了。大摩肯定不做亏本买卖,那85港币绝对是底部了。","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 那85港币就是哔哩哔哩 $哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ 的底部了。大摩Q1刚给哔哩哔哩估价85港币。阿里应该差不多以这个价格转给他了。大摩肯定不做亏本买卖,那85港币绝对是底部了。","images":[{"img":"https://static.tigerbbs.com/82793f0604c6a9057d3eb7d18d19af2d","width":"733","height":"513"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298348966260864","isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298346417893512,"gmtCreate":1713876852653,"gmtModify":1713876855511,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","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> 新能源车新一轮降价又拉开帷幕了。这次打头阵的是优等生特斯拉和理想,特斯拉打出全系降价1.4万元,理想则对主力L车型下调1.4万元-2万元,出师不利的MEGA直接大刀砍掉3万。预计理想这次降价,累计补贴至少约5.5亿元—6亿元。李想压力大啊,理想汽车一季度全年销量达成率仅6%,很可能无法完成80万辆年度销量目标。自理想MEGA发布遇冷以来,理想汽车股价接连下跌,较2月28日高点已跌去超45%。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 新能源车新一轮降价又拉开帷幕了。这次打头阵的是优等生特斯拉和理想,特斯拉打出全系降价1.4万元,理想则对主力L车型下调1.4万元-2万元,出师不利的MEGA直接大刀砍掉3万。预计理想这次降价,累计补贴至少约5.5亿元—6亿元。李想压力大啊,理想汽车一季度全年销量达成率仅6%,很可能无法完成80万辆年度销量目标。自理想MEGA发布遇冷以来,理想汽车股价接连下跌,较2月28日高点已跌去超45%。","text":"$理想汽车(LI)$ 新能源车新一轮降价又拉开帷幕了。这次打头阵的是优等生特斯拉和理想,特斯拉打出全系降价1.4万元,理想则对主力L车型下调1.4万元-2万元,出师不利的MEGA直接大刀砍掉3万。预计理想这次降价,累计补贴至少约5.5亿元—6亿元。李想压力大啊,理想汽车一季度全年销量达成率仅6%,很可能无法完成80万辆年度销量目标。自理想MEGA发布遇冷以来,理想汽车股价接连下跌,较2月28日高点已跌去超45%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298346417893512","isVote":1,"tweetType":1,"viewCount":829,"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":"跌成这样,早就破位了。赶紧跑","text":"跌成这样,早就破位了。赶紧跑","html":"跌成这样,早就破位了。赶紧跑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295995329122536,"gmtCreate":1713273405482,"gmtModify":1713273407551,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","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> 看看美股 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 的走势,哪边是真科技,哪边是伪科技一目了然。坚信科技出海的方向,和北美大客户绑定是在人工智能浪潮中提升业绩的快捷途径。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 看看美股 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 的走势,哪边是真科技,哪边是伪科技一目了然。坚信科技出海的方向,和北美大客户绑定是在人工智能浪潮中提升业绩的快捷途径。","text":"$超微电脑(SMCI)$ 看看美股 $美光科技(MU)$ $英伟达(NVDA)$ $超微电脑(SMCI)$ 的走势,哪边是真科技,哪边是伪科技一目了然。坚信科技出海的方向,和北美大客户绑定是在人工智能浪潮中提升业绩的快捷途径。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295995329122536","isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295991787913376,"gmtCreate":1713272641991,"gmtModify":1713275212168,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 拼多多拼低价,击溃阿里巴巴 <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> ,结果是质量管控跟不上,食品一定是淘宝,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 更安全,虽然它们更贵。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 拼多多拼低价,击溃阿里巴巴 <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> ,结果是质量管控跟不上,食品一定是淘宝,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 更安全,虽然它们更贵。","text":"$拼多多(PDD)$ 拼多多拼低价,击溃阿里巴巴 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ ,结果是质量管控跟不上,食品一定是淘宝,京东 $京东(JD)$ 更安全,虽然它们更贵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295991787913376","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295642724176032,"gmtCreate":1713187421352,"gmtModify":1713187423716,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v> 又进静默期了,大家好像又有点怕 但似乎过去这几年的静默期,腾讯股价表现可以说是没啥规律,有涨有跌,甚至最近两次都是涨的。咱还是那句话,你每花一分钟去预判短期股价,就会浪费60秒。","listText":"腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v> 又进静默期了,大家好像又有点怕 但似乎过去这几年的静默期,腾讯股价表现可以说是没啥规律,有涨有跌,甚至最近两次都是涨的。咱还是那句话,你每花一分钟去预判短期股价,就会浪费60秒。","text":"腾讯 $腾讯控股(00700)$ 又进静默期了,大家好像又有点怕 但似乎过去这几年的静默期,腾讯股价表现可以说是没啥规律,有涨有跌,甚至最近两次都是涨的。咱还是那句话,你每花一分钟去预判短期股价,就会浪费60秒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642724176032","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295640929530088,"gmtCreate":1713186882144,"gmtModify":1713186884637,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"马斯克公开宣布要裁撤 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 全球百分之十以上的员工,大约涉及到1.4万名员工。西方的大企业不到万不得已是不会轻易裁员的,裁员说明已经没有其他更好的降本增效的办法。特斯拉不单是在中国销量增长困难,在老家美国同样增长困难,库存越积越多,只得减产裁员。我三月指出特斯拉现在面临的问题时,被很多人抨击什么都不懂。但是我相信马斯克绝对比他们更清楚特斯拉的处境。外人可以随口指点江山,但是企业的灵魂人物必须要及时做出对企业最好的决策。","listText":"马斯克公开宣布要裁撤 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 全球百分之十以上的员工,大约涉及到1.4万名员工。西方的大企业不到万不得已是不会轻易裁员的,裁员说明已经没有其他更好的降本增效的办法。特斯拉不单是在中国销量增长困难,在老家美国同样增长困难,库存越积越多,只得减产裁员。我三月指出特斯拉现在面临的问题时,被很多人抨击什么都不懂。但是我相信马斯克绝对比他们更清楚特斯拉的处境。外人可以随口指点江山,但是企业的灵魂人物必须要及时做出对企业最好的决策。","text":"马斯克公开宣布要裁撤 $特斯拉(TSLA)$ 全球百分之十以上的员工,大约涉及到1.4万名员工。西方的大企业不到万不得已是不会轻易裁员的,裁员说明已经没有其他更好的降本增效的办法。特斯拉不单是在中国销量增长困难,在老家美国同样增长困难,库存越积越多,只得减产裁员。我三月指出特斯拉现在面临的问题时,被很多人抨击什么都不懂。但是我相信马斯克绝对比他们更清楚特斯拉的处境。外人可以随口指点江山,但是企业的灵魂人物必须要及时做出对企业最好的决策。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295640929530088","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294515926335504,"gmtCreate":1712929139815,"gmtModify":1712929141946,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"有那只股票🈶这个 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 增长,和想象空间,请列出收入和利润增长率。看过拼多多,很多股票都看不上。","listText":"有那只股票🈶这个 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 增长,和想象空间,请列出收入和利润增长率。看过拼多多,很多股票都看不上。","text":"有那只股票🈶这个 $拼多多(PDD)$ 增长,和想象空间,请列出收入和利润增长率。看过拼多多,很多股票都看不上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294515926335504","isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294512675606616,"gmtCreate":1712928413506,"gmtModify":1712928991375,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"个人感觉苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 回购而不投资其他公司也是没办法的事情,因为确实在同一个行业里找不到更好的公司可以投资了,腾讯不一样,他可以买很多其他好公司,然后融进微信里,在微信的流量上放大优势","listText":"个人感觉苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 回购而不投资其他公司也是没办法的事情,因为确实在同一个行业里找不到更好的公司可以投资了,腾讯不一样,他可以买很多其他好公司,然后融进微信里,在微信的流量上放大优势","text":"个人感觉苹果 $苹果(AAPL)$ 回购而不投资其他公司也是没办法的事情,因为确实在同一个行业里找不到更好的公司可以投资了,腾讯不一样,他可以买很多其他好公司,然后融进微信里,在微信的流量上放大优势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294512675606616","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293863079534768,"gmtCreate":1712748877507,"gmtModify":1712748879339,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"股权投资基金拆份额在二级市场交易,简直是逆天,这要在咱这基协交易所金融办不嫩史你 <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> 可见美元实际超发成啥样了,这金融自由化,又是币etf又是币大涨又是这些玩意。美元真得掂量掂量了","listText":"股权投资基金拆份额在二级市场交易,简直是逆天,这要在咱这基协交易所金融办不嫩史你 <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> 可见美元实际超发成啥样了,这金融自由化,又是币etf又是币大涨又是这些玩意。美元真得掂量掂量了","text":"股权投资基金拆份额在二级市场交易,简直是逆天,这要在咱这基协交易所金融办不嫩史你 $Destiny Tech100 Inc(DXYZ)$ 可见美元实际超发成啥样了,这金融自由化,又是币etf又是币大涨又是这些玩意。美元真得掂量掂量了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293863079534768","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293861170675864,"gmtCreate":1712748466515,"gmtModify":1712748468291,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"港股今天这样📈,应该和阿里 <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=\"1\"></v-v> 的利好有关。但一般不会走独立行情的,甚至大盘反弹时港股可能补跌……","listText":"港股今天这样📈,应该和阿里 <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=\"1\"></v-v> 的利好有关。但一般不会走独立行情的,甚至大盘反弹时港股可能补跌……","text":"港股今天这样📈,应该和阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 的利好有关。但一般不会走独立行情的,甚至大盘反弹时港股可能补跌……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293861170675864","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293117745737880,"gmtCreate":1712585354748,"gmtModify":1712585356111,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"商业模式 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 不错,反正你们打广告,不打就很容易落后,打了还的打,没完没了,且把对手碾压","listText":"商业模式 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 不错,反正你们打广告,不打就很容易落后,打了还的打,没完没了,且把对手碾压","text":"商业模式 $Meta Platforms(META)$ 不错,反正你们打广告,不打就很容易落后,打了还的打,没完没了,且把对手碾压","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117745737880","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293116105220160,"gmtCreate":1712584901706,"gmtModify":1712584903187,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会","listText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会","text":"微策 $MicroStrategy Incorporated(MSTR)$ 投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293116105220160","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293114362687640,"gmtCreate":1712584528808,"gmtModify":1712585097880,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"美光将把 DRAM 和 SSD 价格提高 20% 以上。多家客户获悉<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 打算在第二季度将其 DRAM 模块和 SSD 价格连续提高 25% 以上。据 Digitimes 报道,价格谈判仍在进行中。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>","listText":"美光将把 DRAM 和 SSD 价格提高 20% 以上。多家客户获悉<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 打算在第二季度将其 DRAM 模块和 SSD 价格连续提高 25% 以上。据 Digitimes 报道,价格谈判仍在进行中。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>","text":"美光将把 DRAM 和 SSD 价格提高 20% 以上。多家客户获悉$美光科技(MU)$ 打算在第二季度将其 DRAM 模块和 SSD 价格连续提高 25% 以上。据 Digitimes 报道,价格谈判仍在进行中。 $美光科技(MU)$","images":[{"img":"https://static.tigerbbs.com/db5359b7bd4642b26194f13b6dd23b74","width":"500","height":"375"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293114362687640","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291339015065616,"gmtCreate":1712149791461,"gmtModify":1712149793641,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"请问一下大佬们,这mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 和CLSK <a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a> ,riot <a href=\"https://laohu8.com/S/RIOT\">$Riot Platforms(RIOT)$</a> 这些的每日大饼产出和算力总额在哪里看的啊。我感觉真的好想Mara的大家说有那么多矿机算力 就是出币量很差啊。😂 有点晃了都,毕竟最重仓的就是mara了啊。还一直觉得是龙头呢。谢谢咯","listText":"请问一下大佬们,这mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 和CLSK <a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a> ,riot <a href=\"https://laohu8.com/S/RIOT\">$Riot Platforms(RIOT)$</a> 这些的每日大饼产出和算力总额在哪里看的啊。我感觉真的好想Mara的大家说有那么多矿机算力 就是出币量很差啊。😂 有点晃了都,毕竟最重仓的就是mara了啊。还一直觉得是龙头呢。谢谢咯","text":"请问一下大佬们,这mara $Marathon Digital Holdings Inc(MARA)$ 和CLSK $CleanSpark, Inc.(CLSK)$ ,riot $Riot Platforms(RIOT)$ 这些的每日大饼产出和算力总额在哪里看的啊。我感觉真的好想Mara的大家说有那么多矿机算力 就是出币量很差啊。😂 有点晃了都,毕竟最重仓的就是mara了啊。还一直觉得是龙头呢。谢谢咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/291339015065616","isVote":1,"tweetType":1,"viewCount":3007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1},"content":"mara就是矿股龙头,盘整很久了,月底应该有惊喜","text":"mara就是矿股龙头,盘整很久了,月底应该有惊喜","html":"mara就是矿股龙头,盘整很久了,月底应该有惊喜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291336298242088,"gmtCreate":1712149242563,"gmtModify":1712149990880,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"目前的波动放在中长线趋势中,只是微小的波纹罢了。 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","listText":"目前的波动放在中长线趋势中,只是微小的波纹罢了。 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","text":"目前的波动放在中长线趋势中,只是微小的波纹罢了。 $Coinbase Global, Inc.(COIN)$","images":[{"img":"https://static.tigerbbs.com/d8fd0b05bb6ca116e02ec5a6a1e3b6fb","width":"711","height":"400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291336298242088","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291334743584784,"gmtCreate":1712148748619,"gmtModify":1712148751448,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 苏姿丰近日接受采访时,提到一个AI PC会激发人们换机的诱因,即效率提升。 如果用户每周因使用AI PC而可节省5小时的工作时间,大家是否会愿意购买AI PC? 在她看来,「所有人的答案都会是YES(是)」。*全新Ryzen 8040系列笔电处理器,已开始供货。 到今年底前,AMD将推动超过150家独立软体供应商为Ryzen AI进行开发","listText":"AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 苏姿丰近日接受采访时,提到一个AI PC会激发人们换机的诱因,即效率提升。 如果用户每周因使用AI PC而可节省5小时的工作时间,大家是否会愿意购买AI PC? 在她看来,「所有人的答案都会是YES(是)」。*全新Ryzen 8040系列笔电处理器,已开始供货。 到今年底前,AMD将推动超过150家独立软体供应商为Ryzen AI进行开发","text":"AMD $美国超微公司(AMD)$ 苏姿丰近日接受采访时,提到一个AI PC会激发人们换机的诱因,即效率提升。 如果用户每周因使用AI PC而可节省5小时的工作时间,大家是否会愿意购买AI PC? 在她看来,「所有人的答案都会是YES(是)」。*全新Ryzen 8040系列笔电处理器,已开始供货。 到今年底前,AMD将推动超过150家独立软体供应商为Ryzen AI进行开发","images":[{"img":"https://static.tigerbbs.com/65b99d67b2bb6786f8b2e68632d5a9a0","width":"640","height":"639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291334743584784","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":224053946818592,"gmtCreate":1695737810160,"gmtModify":1695737812492,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"纳斯达克上市公司运鸿CTI(Nasdaq:CTIB)拟增发20亿股的提案已于当天在公司股东会议上通过。同时,大会还通过了将公司名称“运鸿CTI”变更为“运鸿绿色CTI有限公司”(以下简称“运鸿绿色CTI”)的提案。记者获悉,该笔筹集的资金主要用于收购运鸿环保科技公司(以下简称“运鸿环保”),并在全球范围内建立绿色环保产业园,用于实现其在全球绿色环保领域的新布局。此举意味着运鸿绿色CTI拟筹资250亿元打造全降解材料生产线的战略布局迎来全新进展,也成功开启了资本入局全生物降解材料领域抢占市场的新里程 <a href=\"https://laohu8.com/S/YHGJ\">$运鸿CTI(YHGJ)$</a>","listText":"纳斯达克上市公司运鸿CTI(Nasdaq:CTIB)拟增发20亿股的提案已于当天在公司股东会议上通过。同时,大会还通过了将公司名称“运鸿CTI”变更为“运鸿绿色CTI有限公司”(以下简称“运鸿绿色CTI”)的提案。记者获悉,该笔筹集的资金主要用于收购运鸿环保科技公司(以下简称“运鸿环保”),并在全球范围内建立绿色环保产业园,用于实现其在全球绿色环保领域的新布局。此举意味着运鸿绿色CTI拟筹资250亿元打造全降解材料生产线的战略布局迎来全新进展,也成功开启了资本入局全生物降解材料领域抢占市场的新里程 <a href=\"https://laohu8.com/S/YHGJ\">$运鸿CTI(YHGJ)$</a>","text":"纳斯达克上市公司运鸿CTI(Nasdaq:CTIB)拟增发20亿股的提案已于当天在公司股东会议上通过。同时,大会还通过了将公司名称“运鸿CTI”变更为“运鸿绿色CTI有限公司”(以下简称“运鸿绿色CTI”)的提案。记者获悉,该笔筹集的资金主要用于收购运鸿环保科技公司(以下简称“运鸿环保”),并在全球范围内建立绿色环保产业园,用于实现其在全球绿色环保领域的新布局。此举意味着运鸿绿色CTI拟筹资250亿元打造全降解材料生产线的战略布局迎来全新进展,也成功开启了资本入局全生物降解材料领域抢占市场的新里程 $运鸿CTI(YHGJ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":54,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/224053946818592","isVote":1,"tweetType":1,"viewCount":15913,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539972569430832","authorId":"3539972569430832","name":"金隆格_耀谛无量","avatar":"https://static.tigerbbs.com/f359a9a4011ec834b5993e1549cd16b1","crmLevel":1,"crmLevelSwitch":0},"content":"这个公司都是骗人的,先骗中国老百姓的钱,和美国资本家合作,再割中国人的韭菜","text":"这个公司都是骗人的,先骗中国老百姓的钱,和美国资本家合作,再割中国人的韭菜","html":"这个公司都是骗人的,先骗中国老百姓的钱,和美国资本家合作,再割中国人的韭菜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625908281360,"gmtCreate":1711975693125,"gmtModify":1711976975936,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"客观的说,对冲基金Kerrisdale Capital撒谎了,其声称微策略的溢价率超过了2021年以来的最高水平(按照我的测算微策略目前的溢价率不到100%),而实际情况是:2021年一季度微策略的溢价率最高达到了400%左右,更何况Kerrisdale Capital做空的历史战绩并不佳:近期的几次做空都成了可笑的反向指标,所以 Kerrisdale Capital所谓的做空报告你看看就好、认真你就输了!当然实事求是地说,虽然微策略自带杠杆,可2021年400%的溢价率是不合理的、也不可能持久,但考虑到美元的长期贬值趋势和大饼的稀缺性,Tom Lee 认为到2048年大饼价格将达到100万美金一枚,如果按照这个趋势走、微策略目前不到100%的溢价率你还觉得贵吗?就短线而言,由于多空双方的分歧,微策略的股价可能会陷入拉锯,但长期而言、在大饼的牛市中,多头完爆空头只是时间问题…… <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","listText":"客观的说,对冲基金Kerrisdale Capital撒谎了,其声称微策略的溢价率超过了2021年以来的最高水平(按照我的测算微策略目前的溢价率不到100%),而实际情况是:2021年一季度微策略的溢价率最高达到了400%左右,更何况Kerrisdale Capital做空的历史战绩并不佳:近期的几次做空都成了可笑的反向指标,所以 Kerrisdale Capital所谓的做空报告你看看就好、认真你就输了!当然实事求是地说,虽然微策略自带杠杆,可2021年400%的溢价率是不合理的、也不可能持久,但考虑到美元的长期贬值趋势和大饼的稀缺性,Tom Lee 认为到2048年大饼价格将达到100万美金一枚,如果按照这个趋势走、微策略目前不到100%的溢价率你还觉得贵吗?就短线而言,由于多空双方的分歧,微策略的股价可能会陷入拉锯,但长期而言、在大饼的牛市中,多头完爆空头只是时间问题…… <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","text":"客观的说,对冲基金Kerrisdale Capital撒谎了,其声称微策略的溢价率超过了2021年以来的最高水平(按照我的测算微策略目前的溢价率不到100%),而实际情况是:2021年一季度微策略的溢价率最高达到了400%左右,更何况Kerrisdale Capital做空的历史战绩并不佳:近期的几次做空都成了可笑的反向指标,所以 Kerrisdale Capital所谓的做空报告你看看就好、认真你就输了!当然实事求是地说,虽然微策略自带杠杆,可2021年400%的溢价率是不合理的、也不可能持久,但考虑到美元的长期贬值趋势和大饼的稀缺性,Tom Lee 认为到2048年大饼价格将达到100万美金一枚,如果按照这个趋势走、微策略目前不到100%的溢价率你还觉得贵吗?就短线而言,由于多空双方的分歧,微策略的股价可能会陷入拉锯,但长期而言、在大饼的牛市中,多头完爆空头只是时间问题…… $MicroStrategy Incorporated(MSTR)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":29,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/290625908281360","isVote":1,"tweetType":1,"viewCount":10522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288069222649896,"gmtCreate":1711358992870,"gmtModify":1711359569155,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"小鹏 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 和蔚来 <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=\"0\"></v-v> 如果不能及早进入正循环:扭亏为盈、规模增长,那对股东来说,是没有价值的。有人会按照PB、PS、或者净现金来定价,意义不大,姑且给这两家车企一个破产重组市值(500亿人民币),而且这个市值还是按照7折的速度,按年打折下降的。除非规模和盈利进入正循环,开始有了净利润,并且产品规划和消费者口碑上去,才有了投资价值。否则会停留在“破产重组价值”上,直到归零。","listText":"小鹏 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 和蔚来 <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=\"0\"></v-v> 如果不能及早进入正循环:扭亏为盈、规模增长,那对股东来说,是没有价值的。有人会按照PB、PS、或者净现金来定价,意义不大,姑且给这两家车企一个破产重组市值(500亿人民币),而且这个市值还是按照7折的速度,按年打折下降的。除非规模和盈利进入正循环,开始有了净利润,并且产品规划和消费者口碑上去,才有了投资价值。否则会停留在“破产重组价值”上,直到归零。","text":"小鹏 $小鹏汽车(XPEV)$ 和蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 如果不能及早进入正循环:扭亏为盈、规模增长,那对股东来说,是没有价值的。有人会按照PB、PS、或者净现金来定价,意义不大,姑且给这两家车企一个破产重组市值(500亿人民币),而且这个市值还是按照7折的速度,按年打折下降的。除非规模和盈利进入正循环,开始有了净利润,并且产品规划和消费者口碑上去,才有了投资价值。否则会停留在“破产重组价值”上,直到归零。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288069222649896","isVote":1,"tweetType":1,"viewCount":4465,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"江水99","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"完了,小鹏好像可以直接退场了","text":"完了,小鹏好像可以直接退场了","html":"完了,小鹏好像可以直接退场了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":240004412805120,"gmtCreate":1699625570174,"gmtModify":1699626445742,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>Coinbase代表的是全部美国投资者对于比特币现货ETF的期望!尤其关闭加拿大交易之后,COIN上基本全部是美国用户,我讲白了本质上代表的就是整个华尔街!马斯克当初买入和卖出比特币就是通过的COIN账户,前面加息加崩了的银行被接管的资产里40%是COIN的股权!没有任何一个图表能像COIN这样清晰的勾画出整个华尔街在比特币上的内心!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>Coinbase代表的是全部美国投资者对于比特币现货ETF的期望!尤其关闭加拿大交易之后,COIN上基本全部是美国用户,我讲白了本质上代表的就是整个华尔街!马斯克当初买入和卖出比特币就是通过的COIN账户,前面加息加崩了的银行被接管的资产里40%是COIN的股权!没有任何一个图表能像COIN这样清晰的勾画出整个华尔街在比特币上的内心!","text":"$Coinbase Global, Inc.(COIN)$ Coinbase代表的是全部美国投资者对于比特币现货ETF的期望!尤其关闭加拿大交易之后,COIN上基本全部是美国用户,我讲白了本质上代表的就是整个华尔街!马斯克当初买入和卖出比特币就是通过的COIN账户,前面加息加崩了的银行被接管的资产里40%是COIN的股权!没有任何一个图表能像COIN这样清晰的勾画出整个华尔街在比特币上的内心!","images":[{"img":"https://static.tigerbbs.com/2d0bab34623a3a84d421e246aed5f622","width":"480","height":"327"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/240004412805120","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257285989244928,"gmtCreate":1703842641715,"gmtModify":1703842950884,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> <v-v data-views=\"0\"></v-v>投资这家公司我觉得最重要的是你对比特币怎么看。我相信它的价格是长期走高的,尽管短期可能会回调。就2024年来说,大概率不会低于现在的价位。其次在矿机这个行业,你是否相信嘉楠有它的一席之地。从过去十年的经验来看,我相信嘉楠不会消失。雪球上的朋友的负面看法我也都看了,也感谢这些观点和列出的理由。但我的看法是这些负面因素不会改变它向上的趋势,可能是决定了它的天花板。","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> <v-v data-views=\"0\"></v-v>投资这家公司我觉得最重要的是你对比特币怎么看。我相信它的价格是长期走高的,尽管短期可能会回调。就2024年来说,大概率不会低于现在的价位。其次在矿机这个行业,你是否相信嘉楠有它的一席之地。从过去十年的经验来看,我相信嘉楠不会消失。雪球上的朋友的负面看法我也都看了,也感谢这些观点和列出的理由。但我的看法是这些负面因素不会改变它向上的趋势,可能是决定了它的天花板。","text":"$嘉楠科技(CAN)$ 投资这家公司我觉得最重要的是你对比特币怎么看。我相信它的价格是长期走高的,尽管短期可能会回调。就2024年来说,大概率不会低于现在的价位。其次在矿机这个行业,你是否相信嘉楠有它的一席之地。从过去十年的经验来看,我相信嘉楠不会消失。雪球上的朋友的负面看法我也都看了,也感谢这些观点和列出的理由。但我的看法是这些负面因素不会改变它向上的趋势,可能是决定了它的天花板。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/257285989244928","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472077992565097","authorId":"3472077992565097","name":"smakeit","avatar":"https://static.tigerbbs.com/54e035d09b926678ebfb2a6213d0f181","crmLevel":2,"crmLevelSwitch":0},"content":"嘉楠目前是能买到的为数不多的矿机股,比特大陆和神马都没上市,在美股至少是矿机龙头","text":"嘉楠目前是能买到的为数不多的矿机股,比特大陆和神马都没上市,在美股至少是矿机龙头","html":"嘉楠目前是能买到的为数不多的矿机股,比特大陆和神马都没上市,在美股至少是矿机龙头"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229780173348936,"gmtCreate":1697121156305,"gmtModify":1697121198284,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"芒格有一个“藏宝箱”很多人关注“巴菲特+芒格”,通常会想到伯克希尔——这是二人对外投资的核心平台,资产规模超万亿美元。实际上,芒格有一个专属于自己的“藏宝箱”——每日期刊公司(Daily Journal Corp.)。每日期刊公司是一家兼具报业和软件业务的公司,发行新闻类、法律类、不动产类、商业类报纸。该公司还提供各种广告信息服务,提供法律相关的案件管理软件系统服务。自1977年起,芒格开始担任每日期刊的董事会主席,2022年3月卸任后继续担任董事一职,并专注于该公司的投资事务。北京时间10月12日,每日期刊公司披露了美股持仓明细,合计市值规模为1.58亿美元,折合人民币11.53亿元规模。虽然上述持仓规模,远远不如伯克希尔的万亿级别组合,但其是芒格个人持股的“心声”。仅有四只股票芒格曾在一次股东会上透露:他的投资风格深受费雪(20世纪初的美国经济学家)之影响,持有股票的数量少而精,并把自己投资的公司研究透。每日期刊的美股持仓,恰恰反映了这个理念。据美国证监会(SEC)网站:截至2023年9月末,阿里巴巴、美国银行、美国合众银行、富国银行为每日期刊四大持仓股票。 <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> <a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a> <a href=\"https://laohu8.com/S/USB\">$U.S. Bancorp(USB)$</a> <a href=\"https://laohu8.com/S/WFC\">$Wells Fargo(WFC)$</a>","listText":"芒格有一个“藏宝箱”很多人关注“巴菲特+芒格”,通常会想到伯克希尔——这是二人对外投资的核心平台,资产规模超万亿美元。实际上,芒格有一个专属于自己的“藏宝箱”——每日期刊公司(Daily Journal Corp.)。每日期刊公司是一家兼具报业和软件业务的公司,发行新闻类、法律类、不动产类、商业类报纸。该公司还提供各种广告信息服务,提供法律相关的案件管理软件系统服务。自1977年起,芒格开始担任每日期刊的董事会主席,2022年3月卸任后继续担任董事一职,并专注于该公司的投资事务。北京时间10月12日,每日期刊公司披露了美股持仓明细,合计市值规模为1.58亿美元,折合人民币11.53亿元规模。虽然上述持仓规模,远远不如伯克希尔的万亿级别组合,但其是芒格个人持股的“心声”。仅有四只股票芒格曾在一次股东会上透露:他的投资风格深受费雪(20世纪初的美国经济学家)之影响,持有股票的数量少而精,并把自己投资的公司研究透。每日期刊的美股持仓,恰恰反映了这个理念。据美国证监会(SEC)网站:截至2023年9月末,阿里巴巴、美国银行、美国合众银行、富国银行为每日期刊四大持仓股票。 <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a> <a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a> <a href=\"https://laohu8.com/S/USB\">$U.S. Bancorp(USB)$</a> <a href=\"https://laohu8.com/S/WFC\">$Wells Fargo(WFC)$</a>","text":"芒格有一个“藏宝箱”很多人关注“巴菲特+芒格”,通常会想到伯克希尔——这是二人对外投资的核心平台,资产规模超万亿美元。实际上,芒格有一个专属于自己的“藏宝箱”——每日期刊公司(Daily Journal Corp.)。每日期刊公司是一家兼具报业和软件业务的公司,发行新闻类、法律类、不动产类、商业类报纸。该公司还提供各种广告信息服务,提供法律相关的案件管理软件系统服务。自1977年起,芒格开始担任每日期刊的董事会主席,2022年3月卸任后继续担任董事一职,并专注于该公司的投资事务。北京时间10月12日,每日期刊公司披露了美股持仓明细,合计市值规模为1.58亿美元,折合人民币11.53亿元规模。虽然上述持仓规模,远远不如伯克希尔的万亿级别组合,但其是芒格个人持股的“心声”。仅有四只股票芒格曾在一次股东会上透露:他的投资风格深受费雪(20世纪初的美国经济学家)之影响,持有股票的数量少而精,并把自己投资的公司研究透。每日期刊的美股持仓,恰恰反映了这个理念。据美国证监会(SEC)网站:截至2023年9月末,阿里巴巴、美国银行、美国合众银行、富国银行为每日期刊四大持仓股票。 $Alibaba(BABA)$ $Alibaba(09988)$ $Bank of America(BAC)$ $U.S. Bancorp(USB)$ $Wells Fargo(WFC)$","images":[{"img":"https://static.tigerbbs.com/7e2acac6168a23f7cf8a34f7fcdc6b4e","width":"600","height":"907"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229780173348936","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":251650082513088,"gmtCreate":1702455149956,"gmtModify":1702455152176,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"理论上,有稳定现金流、稳定回购注销的企业,最后都可以新高。腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 、网易 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 、小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、华住 <a href=\"https://laohu8.com/S/HTHT\">$华住(HTHT)$</a> 、贝壳 <a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 、唯品会 <a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a> 都属于此列,股本基本年年可见减少,业务和现金流也算稳定。微软2000年创下高点,在14年后才再次新高。我相信很多中概新高不必等14年… <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"理论上,有稳定现金流、稳定回购注销的企业,最后都可以新高。腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 、网易 <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 、小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、华住 <a href=\"https://laohu8.com/S/HTHT\">$华住(HTHT)$</a> 、贝壳 <a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 、唯品会 <a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a> 都属于此列,股本基本年年可见减少,业务和现金流也算稳定。微软2000年创下高点,在14年后才再次新高。我相信很多中概新高不必等14年… <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"理论上,有稳定现金流、稳定回购注销的企业,最后都可以新高。腾讯 $腾讯控股(00700)$ 、阿里 $阿里巴巴(BABA)$ 、网易 $网易(NTES)$ 、小米 $小米集团-W(01810)$ 、华住 $华住(HTHT)$ 、贝壳 $贝壳(BEKE)$ 、唯品会 $唯品会(VIPS)$ 都属于此列,股本基本年年可见减少,业务和现金流也算稳定。微软2000年创下高点,在14年后才再次新高。我相信很多中概新高不必等14年… $微软(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251650082513088","isVote":1,"tweetType":1,"viewCount":10899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286683044257808,"gmtCreate":1711008387584,"gmtModify":1711009597564,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"有没有人能解释下昨天财报超预期后大跳水背后的原因?昨天的情况真是难得一见,盘前的超预期让人打鸡血,结果一开盘,巨大的抛压看的一脸懵…盘前追涨的全部套牢…什么传言都有…到底咋回事? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","listText":"有没有人能解释下昨天财报超预期后大跳水背后的原因?昨天的情况真是难得一见,盘前的超预期让人打鸡血,结果一开盘,巨大的抛压看的一脸懵…盘前追涨的全部套牢…什么传言都有…到底咋回事? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","text":"有没有人能解释下昨天财报超预期后大跳水背后的原因?昨天的情况真是难得一见,盘前的超预期让人打鸡血,结果一开盘,巨大的抛压看的一脸懵…盘前追涨的全部套牢…什么传言都有…到底咋回事? $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/286683044257808","isVote":1,"tweetType":1,"viewCount":4056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0},"content":"这还不简单,能出现这种走势那肯定是机构提前知道了业绩并且在财报前已经入场了,然后等财报出来后直接抛售出货。这说明了公司的财报信息已经提前泄露了。 [微笑]","text":"这还不简单,能出现这种走势那肯定是机构提前知道了业绩并且在财报前已经入场了,然后等财报出来后直接抛售出货。这说明了公司的财报信息已经提前泄露了。 [微笑]","html":"这还不简单,能出现这种走势那肯定是机构提前知道了业绩并且在财报前已经入场了,然后等财报出来后直接抛售出货。这说明了公司的财报信息已经提前泄露了。 [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299062204268552,"gmtCreate":1714047864611,"gmtModify":1714050251300,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> 盘后各种分析下跌的原因基本都是扯蛋,根本原因就是股价涨高了,该往下收割一波的时候到了,就像 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 下跌多了,再差的财报找个理由也能照样上涨百分之十几。花街就是在这样的魔术中,把别人口袋里的钱转移到他们口袋里的。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> 盘后各种分析下跌的原因基本都是扯蛋,根本原因就是股价涨高了,该往下收割一波的时候到了,就像 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 下跌多了,再差的财报找个理由也能照样上涨百分之十几。花街就是在这样的魔术中,把别人口袋里的钱转移到他们口袋里的。","text":"$Meta Platforms(META)$ 盘后各种分析下跌的原因基本都是扯蛋,根本原因就是股价涨高了,该往下收割一波的时候到了,就像 $特斯拉(TSLA)$ 下跌多了,再差的财报找个理由也能照样上涨百分之十几。花街就是在这样的魔术中,把别人口袋里的钱转移到他们口袋里的。","images":[{"img":"https://static.tigerbbs.com/025afbb41b6609e7dde54ff0f0e061b8","width":"1387","height":"799"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/299062204268552","isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"砸一下盘,割一下散户韭菜,","text":"砸一下盘,割一下散户韭菜,","html":"砸一下盘,割一下散户韭菜,"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259090431619112,"gmtCreate":1704282481883,"gmtModify":1704336561362,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"2023年,美股靠什么新高?1.标普500指数2023年24%的涨幅中,前十大头部个股贡献17%。微软贡献2.9%,苹果贡献2.8%。2.从估值和盈利贡献拆解角度看,标普500指数上涨24%中,估值贡献17%,盈利贡献6%。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>","listText":"2023年,美股靠什么新高?1.标普500指数2023年24%的涨幅中,前十大头部个股贡献17%。微软贡献2.9%,苹果贡献2.8%。2.从估值和盈利贡献拆解角度看,标普500指数上涨24%中,估值贡献17%,盈利贡献6%。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>","text":"2023年,美股靠什么新高?1.标普500指数2023年24%的涨幅中,前十大头部个股贡献17%。微软贡献2.9%,苹果贡献2.8%。2.从估值和盈利贡献拆解角度看,标普500指数上涨24%中,估值贡献17%,盈利贡献6%。 $标普500(.SPX)$ $标普500ETF(SPY)$","images":[{"img":"https://static.tigerbbs.com/315568fd93b0829c287265da26f5c53e","width":"1137","height":"701"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259090431619112","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253420979920904,"gmtCreate":1702890337847,"gmtModify":1702890342955,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>李斌总是在做被特斯拉抛弃的想法。换电,特斯拉玩过2天,发现bug,于是不玩了。李像捡到宝贝一样狂玩,终于把自己玩残。超长续航,在今天超充疯狂铺点的时候,让自己的车整天背着大面袋子,想想也不值。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>李斌总是在做被特斯拉抛弃的想法。换电,特斯拉玩过2天,发现bug,于是不玩了。李像捡到宝贝一样狂玩,终于把自己玩残。超长续航,在今天超充疯狂铺点的时候,让自己的车整天背着大面袋子,想想也不值。","text":"$蔚来(NIO)$ 李斌总是在做被特斯拉抛弃的想法。换电,特斯拉玩过2天,发现bug,于是不玩了。李像捡到宝贝一样狂玩,终于把自己玩残。超长续航,在今天超充疯狂铺点的时候,让自己的车整天背着大面袋子,想想也不值。","images":[{"img":"https://static.tigerbbs.com/5ebcd9457f373a77509ad91dae7ee3e0","width":"405","height":"411"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/253420979920904","isVote":1,"tweetType":1,"viewCount":1394,"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":"美国人玩不下去被中国玩成功的不要太多,特斯拉玩不下去那是因为换电是基建,只有中国能玩下去","text":"美国人玩不下去被中国玩成功的不要太多,特斯拉玩不下去那是因为换电是基建,只有中国能玩下去","html":"美国人玩不下去被中国玩成功的不要太多,特斯拉玩不下去那是因为换电是基建,只有中国能玩下去"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":278929654059080,"gmtCreate":1709129036624,"gmtModify":1709129038766,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"19年Q4, <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>股价一度跌到1美元多一点,当时朋友搏了一把,赢麻了。后来,蔚来小鹏理想杀出一条血路,活了下来。再后来,政策大力补贴纯电,一度以为 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 会很艰难。不曾想到,理想的增程大放异彩,博得好多用户喜爱。再后来, <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 一度失利,之后大众入场。这会儿,最意气风发的是理想。还是希望蔚小理都会有光明的未来!","listText":"19年Q4, <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>股价一度跌到1美元多一点,当时朋友搏了一把,赢麻了。后来,蔚来小鹏理想杀出一条血路,活了下来。再后来,政策大力补贴纯电,一度以为 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 会很艰难。不曾想到,理想的增程大放异彩,博得好多用户喜爱。再后来, <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 一度失利,之后大众入场。这会儿,最意气风发的是理想。还是希望蔚小理都会有光明的未来!","text":"19年Q4, $蔚来(NIO)$ 股价一度跌到1美元多一点,当时朋友搏了一把,赢麻了。后来,蔚来小鹏理想杀出一条血路,活了下来。再后来,政策大力补贴纯电,一度以为 $理想汽车(LI)$ 会很艰难。不曾想到,理想的增程大放异彩,博得好多用户喜爱。再后来, $小鹏汽车(XPEV)$ 一度失利,之后大众入场。这会儿,最意气风发的是理想。还是希望蔚小理都会有光明的未来!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/278929654059080","isVote":1,"tweetType":1,"viewCount":4884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220533200965744,"gmtCreate":1694870542952,"gmtModify":1694870544587,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"理想汽车目前还没有真正的护城河理想汽车在招股书中说到,它们相对于竞争对手的优势是:* 卓越及引领潮流的产品能力* 自研的增程式电动汽车及纯电动汽车技术* 智能汽车解决方案带来卓越的用户体验* 销售及营销的高效性* 有效的质量控制能力* 融合来自汽车、智能设备和互联网行业的专家这里的优势,有哪一项是竞争对手不能学习和模仿的?多尔西在《巴菲特的护城河》中说到,高效的管理、畅销的产品都算不上是护城河,问题的关键是如何阻止竞争对手进入自己的领域。我很喜欢李想这个人,也觉得理想汽车很不错,但是从投资的角度来说,不得不说李想汽车还没有护城河。 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"理想汽车目前还没有真正的护城河理想汽车在招股书中说到,它们相对于竞争对手的优势是:* 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向苹果看齐,苹果最近10年回购了6000亿美元的股票,并统统注销掉了,和10年前相比流通股因此减少了约40%,此外苹果公司这十年公司价值有了巨大的发展,“产蛋能力”暴增(2013年净利润370亿,2023年净利润970亿),苹果的股价10年上涨了12倍,所以之前股价低位回购注销股票就是一个爆赚的操作,相当于总共10个股东少了4个(4个股东的持股被公司买走了然后注销了),那6个人把另外4人提前退出少赚的钱,都赚了,真正的赢麻了,苹果现在市值超3万亿美金,富可敌国,一家公司单挑整个法国股市的总市值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/254666017386544","isVote":1,"tweetType":1,"viewCount":2400,"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":"如果大陆有一家值得长期持有的公司 不用问 一定是腾讯","text":"如果大陆有一家值得长期持有的公司 不用问 一定是腾讯","html":"如果大陆有一家值得长期持有的公司 不用问 一定是腾讯"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253772356571144,"gmtCreate":1702992100480,"gmtModify":1702992101833,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"买入苹果五年了,重仓苹果2年了。到现在还没卖过一股,也没打算卖。当然可以找,找不到就找不到。很舒服,没啥不安的。睡得好觉。如果一个投资睡不好觉,那就太不划算了。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","listText":"买入苹果五年了,重仓苹果2年了。到现在还没卖过一股,也没打算卖。当然可以找,找不到就找不到。很舒服,没啥不安的。睡得好觉。如果一个投资睡不好觉,那就太不划算了。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","text":"买入苹果五年了,重仓苹果2年了。到现在还没卖过一股,也没打算卖。当然可以找,找不到就找不到。很舒服,没啥不安的。睡得好觉。如果一个投资睡不好觉,那就太不划算了。 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未来某个时间点收入增速会比NVDA好看很多很多。看坏的案例:感觉AI GPU的份额有点线性外推了。当年携手Intel+TSMC暴打Intel这么几年在数据中心CPU的份额是多少?2027年AI GPU的份额有没有拍的更高?难道黄哥还不如BK能打?ps:AI加速卡按收入算目前lisa是老三。。。","text":"$美国超微公司(AMD)$ 看好的案例:如果AI需求持续(参考Lisa画的饼)+ AMD拿到可观的市场份额 = 未来某个时间点收入增速会比NVDA好看很多很多。看坏的案例:感觉AI GPU的份额有点线性外推了。当年携手Intel+TSMC暴打Intel这么几年在数据中心CPU的份额是多少?2027年AI GPU的份额有没有拍的更高?难道黄哥还不如BK能打?ps:AI加速卡按收入算目前lisa是老三。。。","images":[{"img":"https://static.tigerbbs.com/a45e1615b4cdd0ccd07a2b64b678c51b","width":"317","height":"220"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/287073949454384","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"Al是趋势,当AMD的季度收入达到70美元时,股价值160-190.","text":"Al是趋势,当AMD的季度收入达到70美元时,股价值160-190.","html":"Al是趋势,当AMD的季度收入达到70美元时,股价值160-190."}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":247399615209544,"gmtCreate":1701424424972,"gmtModify":1701424428759,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 现在的蔚来很多人不看好,想起以前的拼多多,天天被人骂,结果被骂成中概股市值第一!期待蔚来有朝一日雄起!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 现在的蔚来很多人不看好,想起以前的拼多多,天天被人骂,结果被骂成中概股市值第一!期待蔚来有朝一日雄起!","text":"$蔚来(NIO)$ 现在的蔚来很多人不看好,想起以前的拼多多,天天被人骂,结果被骂成中概股市值第一!期待蔚来有朝一日雄起!","images":[{"img":"https://static.tigerbbs.com/2b1b16f35c025b6e19f1e58655f8321b","width":"127","height":"126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/247399615209544","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":268713077612576,"gmtCreate":1706622411565,"gmtModify":1706622413344,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"明天盘后就是财报了,明天大家都有啥安排?闲着也是闲着1.认为财报后会调整,明天盘中打算卖的扣12. 认为财报后会调整但可以承受,不打算卖的扣23.认为财报后会大到暴跌,打算做空的扣34.认为财报后会大到暴跌,打算大举买入的扣45.其它 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"明天盘后就是财报了,明天大家都有啥安排?闲着也是闲着1.认为财报后会调整,明天盘中打算卖的扣12. 认为财报后会调整但可以承受,不打算卖的扣23.认为财报后会大到暴跌,打算做空的扣34.认为财报后会大到暴跌,打算大举买入的扣45.其它 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"明天盘后就是财报了,明天大家都有啥安排?闲着也是闲着1.认为财报后会调整,明天盘中打算卖的扣12. 认为财报后会调整但可以承受,不打算卖的扣23.认为财报后会大到暴跌,打算做空的扣34.认为财报后会大到暴跌,打算大举买入的扣45.其它 $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/268713077612576","isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457089699959831","authorId":"3457089699959831","name":"billcao123","avatar":"https://static.laohu8.com/72fe1490852d393a0f2a783dd555364f","crmLevel":6,"crmLevelSwitch":0},"content":"就没有财报大涨的选项是吧😓","text":"就没有财报大涨的选项是吧😓","html":"就没有财报大涨的选项是吧😓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259092210454568,"gmtCreate":1704282916170,"gmtModify":1704287824996,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不再是短期最佳选择了,DPST,TNA,LABU这些美股垃圾股领涨,这个位置空一下其实也正常,我个人刚才高点附近已经把FNGU的满仓卖了,然后换了一小半去SOXL,美股不是A股我不太敢完全空仓,现在是继续挂了个很低的位置去吸SOXL,有惊喜最好,没惊喜的话还有仓位继续上。然后还有一些小仓位的特斯拉 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>","listText":"不再是短期最佳选择了,DPST,TNA,LABU这些美股垃圾股领涨,这个位置空一下其实也正常,我个人刚才高点附近已经把FNGU的满仓卖了,然后换了一小半去SOXL,美股不是A股我不太敢完全空仓,现在是继续挂了个很低的位置去吸SOXL,有惊喜最好,没惊喜的话还有仓位继续上。然后还有一些小仓位的特斯拉 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>","text":"不再是短期最佳选择了,DPST,TNA,LABU这些美股垃圾股领涨,这个位置空一下其实也正常,我个人刚才高点附近已经把FNGU的满仓卖了,然后换了一小半去SOXL,美股不是A股我不太敢完全空仓,现在是继续挂了个很低的位置去吸SOXL,有惊喜最好,没惊喜的话还有仓位继续上。然后还有一些小仓位的特斯拉 $三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259092210454568","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256264687775792,"gmtCreate":1703592296933,"gmtModify":1703592299171,"author":{"id":"9000000000000215","authorId":"9000000000000215","name":"斯维特斯","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"从发布et9开始,蔚来给我的感觉就是他的志向就是当一个新能源时代的“宝马”,仅此而已,他并没有那种特斯拉科技改变出行的志向,而基于此,蔚来的市值也不可能再回到以前的顶峰了,至于最后能不能做到新能源时代的“宝马”,只能说除了价格上对齐之外,希望蔚来能对自身品牌有一个充分的定位并讲好这个故事才有可能 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"从发布et9开始,蔚来给我的感觉就是他的志向就是当一个新能源时代的“宝马”,仅此而已,他并没有那种特斯拉科技改变出行的志向,而基于此,蔚来的市值也不可能再回到以前的顶峰了,至于最后能不能做到新能源时代的“宝马”,只能说除了价格上对齐之外,希望蔚来能对自身品牌有一个充分的定位并讲好这个故事才有可能 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"从发布et9开始,蔚来给我的感觉就是他的志向就是当一个新能源时代的“宝马”,仅此而已,他并没有那种特斯拉科技改变出行的志向,而基于此,蔚来的市值也不可能再回到以前的顶峰了,至于最后能不能做到新能源时代的“宝马”,只能说除了价格上对齐之外,希望蔚来能对自身品牌有一个充分的定位并讲好这个故事才有可能 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/256264687775792","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"content":"可笑 ,看看ET9的科技含量再来发表看法吧","text":"可笑 ,看看ET9的科技含量再来发表看法吧","html":"可笑 ,看看ET9的科技含量再来发表看法吧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}