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花儿对我笑0
04-18
$美光科技(MU)$
不知道AI还有没有第二波,让美光借此突破这个平台啊
花儿对我笑0
04-17
$腾讯控股(00700)$
继续建仓 3% 腾讯,足够便宜,微信护城河很深,云,视频,AI应用都有长期增长空间
花儿对我笑0
04-17
$微软(MSFT)$
个人认为这次AI浪潮最大的受益者可能是微软,主要是生产力(办公软件)这块!大家觉得呢!
花儿对我笑0
04-12
$台积电(TSM)$
中国大陆奋力发展半导体行业,结果台积电市场份额创新高,这找谁说理去?Counterpoint4月9日报告,过去的2023年第四季度,在智能手机补货和AI强劲需求推动下,台积电以61%市场份额保持半导体制造行业主导地位,市场份额环比增长2个百分点,创7个季度以来新高
花儿对我笑0
04-11
$中国天瑞水泥(01252)$
家如果仔细看一下财报,尤其是附注,马上就能看出端倪了。贸易及其他应收款增加了100亿,而附注200亿的其他应收不去解释,只解释了1.4亿的应收账款。一个在香港上市公司里担任多年的CFO会犯这种解释不清楚的“小”错误?不是解释不清楚,是根本就解释不清吧。公司新增了差不多55亿的短期银行贷款和18亿的长期贷款,自己差不多再东拼西凑贴了一倍的钱,把营运资金都挤干净了,借出了130多亿给供应商。这个供应商是谁?银行为什么能借那么多钱给他?风控不审批吗?小小天瑞,恰恰扯下了港股的脸面。
花儿对我笑0
04-09
$美国超微公司(AMD)$
黄仁勋居然是AMD苏姿丰的表舅,这就是显卡为什么一直涨价的原因,我这不是开玩笑!一般来说消费电子产品都是更新换代后加量不加价,黄和苏商量好的谁也不降价。
花儿对我笑0
04-08
$苹果(AAPL)$
曾经的风向标现在就知道跟着别人屁股后面炒概念靠造车炒了五年的新闻稿就这还有人无脑吹
花儿对我笑0
04-03
$美光科技(MU)$
美光太强了,持续历史新高 能不能带带存储芯片
花儿对我笑0
04-03
$Palantir Technologies Inc.(PLTR)$
空头又在盘前将股价往下打,等一下开盘一定也往下打,散户就会开始恐慌了
花儿对我笑0
04-01
$Coinbase Global, Inc.(COIN)$
比特币的牛市刚开始一半,做空coinbase等于找死
花儿对我笑0
03-29
$腾讯控股(00700)$
牢牢地稳在第一阵营。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。同时,27% 的季度同比增长非常惊人。显示了腾讯巨大的业务潜力和业务控制力。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。腾讯云在合作伙伴生态系统建设方面的投入初见成效。截至2024年1月,腾讯云核心SaaS 产品 “腾讯会议” 90%的销售额由合作伙伴拉动,头部合作伙伴实现了三位数的业绩增长。在2024年1月举行的产业合作伙伴大会上,腾讯云进一步承诺帮助合作伙伴成功,释放30%原本的直销客户给合作伙伴,未来这个比例将提高至50%。Canalys分析师章一表示:"在降价的竞争压力下,云计算厂商目前面临着保持收入增长和维持盈利能力的双重挑战。与此同时,随着生成式AI的继续发展,市场对云厂商的要求也越来越高。除了盈利问题,厂商还必须加大对新兴技术的投资。在这种情况下,与伙伴的有效合作有助于降低投资风险,同时还能整合来自伙伴的专业知识和资源。伙伴生态的能帮助厂商在AI驱动的未来中应对竞争压力,实现可持续增长。
花儿对我笑0
03-27
$Coinbase Global, Inc.(COIN)$
大饼的本次调整,应该是突破历史前高后的必要调整,大概率调到6w上下就差不多了,小概率到5w上下,极小概率到4w以下。这应该也是大饼开启牛市周期的最后一趟末班车了,之后再次突破前高后的一切买入行为,都是低赔率的追涨行为!策略上,可以三等份资金,分别6、5、4附近埋单,抄到多少是多少,涨跌都不被动。至于
$微策投资(MSTR)$
和
$Coinbase Global(COIN)$
,特别是微策,都是大饼的影子股,勿恐跌和恐高,只看大饼即可,买入策略也可以同步大饼。至于卖出,大饼10w以内,我不考虑卖出,10w以上,任何卖出都是正确的,只是少赚多赚的不同风险偏好而已。信仰和目标100w+,任何时候不卖出也是正确的!
花儿对我笑0
03-27
$腾讯控股(00700)$
腾讯最近股价走势不错,就是大力回购的作用。。每天10亿10亿地去买,不间断操作,空头也没这么给力。。基本上抵消了做空金额。
花儿对我笑0
03-26
$TRUMP MEDIA & TECHNOLOGY GROUP CORP(DJT)$
从美东时间周二开始,特朗普媒体科技集团将取代DWAC,在纳斯达克交易所挂牌交易,交易代码为“DJT”。啊呀妈呀,建国同志借壳上市了。。。考虑到建国同志参加总统竞选需要花费巨资,面临指控需要支付高额律师费,相关案件带来重大经济处罚风险,重回白宫的雄心壮志,DWAC已经成为准大选投注工具,除非美国人不支持川普了,大选结束前DWAC不可能跌[666][666][666]
花儿对我笑0
03-25
$Astera Labs, Inc.(ALAB)$
亮点在于23年财务逐季提升,Q4单季居然扭亏为盈,后面看24 Q1情况。潜在风险是芯片重资产和竞争对手强大,全球来看,主营产品的市场规模不够大,仅为20亿美元量级,而公司的份额在5%左右。
花儿对我笑0
03-22
$拼多多(PDD)$
$拼多多(PDD)$
和
$好市多(COST)$
比一下,利润是Costco的一倍,市值是Costco的一半,国内竞争力其实两个都差不多。CostcoGMV是2400亿美金,PDD GMV是4万亿人民币。PDD的规模也是Costco的两倍有多。Costco的毛利率是12%,PDD是4%, 相差8%。但Costco的费率是8.5%,因为实体店和员工的成本比较高。PDD的费率是可以scalable的(过去五年营收涨了7倍,成本才涨了3倍),稳定维持在1000亿,也就是2.5%GMV左右,以后占比会越来越小。这里就相差了6%。所以Costco目前利润率3%还是稍高。PDD大概在2%左右。看看有没有机会未来PDD的margin能赶上Costco,那利润空间又翻倍了。当然有人可能会觉得,Costco的货品单价高,所以利润更容易获取,但是沃尔玛的利润率大概是2.5%,京东则不到1%,阿里则是大概1%,他们都比PDD价格更高,但是最后利润率却不够高,这就是因为平台效率问题,如何开源节流不是简单的看物品价格高低,而是相对的动态的平衡。
花儿对我笑0
03-21
$微软(MSFT)$
微软在AI领域的投资组合,不卖配件,未来除了专注于Surface品牌, 还壕掷100亿美元押注OpenAI,就是希望能够在AI领域和谷歌、亚马逊、Meta等公司的竞争中占得先机,接下来是AIPC的大动作了。
花儿对我笑0
03-21
$美国超微公司(AMD)$
跑输大盘,跑输板块,昨晚放鸽也没能翻红,收盘还下跌的除了增发股票的超微就是你。不能出量站回MA5,也就只能看一下超卖反弹,会很弱。
花儿对我笑0
03-20
$腾讯控股(00700)$
腾讯近几年的游戏收入没怎么增长,一直在1700亿左右徘徊。游戏的边际成本趋于零,如果能再出一两款爆款游戏,腾讯的利润会大幅度地增长,重回700不是梦。手游的发展也只是近十年的事情,增长空间还很大,继续耕耘吧,
花儿对我笑0
03-20
$超微电脑(SMCI)$
吸引力,什么吸引力,吸引更多的韭菜吗?本来疯涨的就有点莫名,现在真是原形毕露了,组装代工厂这样搞,绝对会人去楼空。所以,还是去买
$英伟达(NVDA)$
,
$微软(MSFT)$
,
$苹果(AAPL)$
这些比较安稳实在。
去老虎APP查看更多动态
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家如果仔细看一下财报,尤其是附注,马上就能看出端倪了。贸易及其他应收款增加了100亿,而附注200亿的其他应收不去解释,只解释了1.4亿的应收账款。一个在香港上市公司里担任多年的CFO会犯这种解释不清楚的“小”错误?不是解释不清楚,是根本就解释不清吧。公司新增了差不多55亿的短期银行贷款和18亿的长期贷款,自己差不多再东拼西凑贴了一倍的钱,把营运资金都挤干净了,借出了130多亿给供应商。这个供应商是谁?银行为什么能借那么多钱给他?风控不审批吗?小小天瑞,恰恰扯下了港股的脸面。","images":[{"img":"https://static.tigerbbs.com/a18b0b73185158f4e8f3868e2d0f904f","width":"400","height":"275"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294177723367440","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3446357103211526","authorId":"3446357103211526","name":"huamuyin","avatar":"https://static.tigerbbs.com/7a91bbc7028ec788fad68dc9749c7c55","crmLevel":1,"crmLevelSwitch":0},"content":"今天还停盘吗?不是说短暂停盘最多2天吗?","text":"今天还停盘吗?不是说短暂停盘最多2天吗?","html":"今天还停盘吗?不是说短暂停盘最多2天吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293489464885400,"gmtCreate":1712676106493,"gmtModify":1712676111711,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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黄仁勋居然是AMD苏姿丰的表舅,这就是显卡为什么一直涨价的原因,我这不是开玩笑!一般来说消费电子产品都是更新换代后加量不加价,黄和苏商量好的谁也不降价。","images":[{"img":"https://static.tigerbbs.com/b286d34ece70731d5ece70d3b6690042","width":"1023","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/293489464885400","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293139643682968,"gmtCreate":1712590700926,"gmtModify":1712593588617,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 曾经的风向标现在就知道跟着别人屁股后面炒概念靠造车炒了五年的新闻稿就这还有人无脑吹","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 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空头又在盘前将股价往下打,等一下开盘一定也往下打,散户就会开始恐慌了","text":"$Palantir Technologies Inc.(PLTR)$ 空头又在盘前将股价往下打,等一下开盘一定也往下打,散户就会开始恐慌了","images":[{"img":"https://static.tigerbbs.com/19e15f36dac4f22425a2f508de67783f","width":"480","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291340475084840","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290661515321384,"gmtCreate":1711984500639,"gmtModify":1712038228855,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","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> 比特币的牛市刚开始一半,做空coinbase等于找死","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 比特币的牛市刚开始一半,做空coinbase等于找死","text":"$Coinbase Global, Inc.(COIN)$ 比特币的牛市刚开始一半,做空coinbase等于找死","images":[{"img":"https://static.tigerbbs.com/c357537b2970ccd6d24be9bad054492e","width":"339","height":"351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290661515321384","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":289258432294928,"gmtCreate":1711641836683,"gmtModify":1711641851314,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 牢牢地稳在第一阵营。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。同时,27% 的季度同比增长非常惊人。显示了腾讯巨大的业务潜力和业务控制力。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。腾讯云在合作伙伴生态系统建设方面的投入初见成效。截至2024年1月,腾讯云核心SaaS 产品 “腾讯会议” 90%的销售额由合作伙伴拉动,头部合作伙伴实现了三位数的业绩增长。在2024年1月举行的产业合作伙伴大会上,腾讯云进一步承诺帮助合作伙伴成功,释放30%原本的直销客户给合作伙伴,未来这个比例将提高至50%。Canalys分析师章一表示:&quot;在降价的竞争压力下,云计算厂商目前面临着保持收入增长和维持盈利能力的双重挑战。与此同时,随着生成式AI的继续发展,市场对云厂商的要求也越来越高。除了盈利问题,厂商还必须加大对新兴技术的投资。在这种情况下,与伙伴的有效合作有助于降低投资风险,同时还能整合来自伙伴的专业知识和资源。伙伴生态的能帮助厂商在AI驱动的未来中应对竞争压力,实现可持续增长。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 牢牢地稳在第一阵营。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。同时,27% 的季度同比增长非常惊人。显示了腾讯巨大的业务潜力和业务控制力。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。腾讯云在合作伙伴生态系统建设方面的投入初见成效。截至2024年1月,腾讯云核心SaaS 产品 “腾讯会议” 90%的销售额由合作伙伴拉动,头部合作伙伴实现了三位数的业绩增长。在2024年1月举行的产业合作伙伴大会上,腾讯云进一步承诺帮助合作伙伴成功,释放30%原本的直销客户给合作伙伴,未来这个比例将提高至50%。Canalys分析师章一表示:&quot;在降价的竞争压力下,云计算厂商目前面临着保持收入增长和维持盈利能力的双重挑战。与此同时,随着生成式AI的继续发展,市场对云厂商的要求也越来越高。除了盈利问题,厂商还必须加大对新兴技术的投资。在这种情况下,与伙伴的有效合作有助于降低投资风险,同时还能整合来自伙伴的专业知识和资源。伙伴生态的能帮助厂商在AI驱动的未来中应对竞争压力,实现可持续增长。","text":"$腾讯控股(00700)$ 牢牢地稳在第一阵营。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。同时,27% 的季度同比增长非常惊人。显示了腾讯巨大的业务潜力和业务控制力。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。腾讯云在合作伙伴生态系统建设方面的投入初见成效。截至2024年1月,腾讯云核心SaaS 产品 “腾讯会议” 90%的销售额由合作伙伴拉动,头部合作伙伴实现了三位数的业绩增长。在2024年1月举行的产业合作伙伴大会上,腾讯云进一步承诺帮助合作伙伴成功,释放30%原本的直销客户给合作伙伴,未来这个比例将提高至50%。Canalys分析师章一表示:"在降价的竞争压力下,云计算厂商目前面临着保持收入增长和维持盈利能力的双重挑战。与此同时,随着生成式AI的继续发展,市场对云厂商的要求也越来越高。除了盈利问题,厂商还必须加大对新兴技术的投资。在这种情况下,与伙伴的有效合作有助于降低投资风险,同时还能整合来自伙伴的专业知识和资源。伙伴生态的能帮助厂商在AI驱动的未来中应对竞争压力,实现可持续增长。","images":[{"img":"https://static.tigerbbs.com/e0986760e1a0f9c17c383ca0ecb5e2fb","width":"2054","height":"1148"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289258432294928","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288878790352936,"gmtCreate":1711549265051,"gmtModify":1711550020105,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","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> 大饼的本次调整,应该是突破历史前高后的必要调整,大概率调到6w上下就差不多了,小概率到5w上下,极小概率到4w以下。这应该也是大饼开启牛市周期的最后一趟末班车了,之后再次突破前高后的一切买入行为,都是低赔率的追涨行为!策略上,可以三等份资金,分别6、5、4附近埋单,抄到多少是多少,涨跌都不被动。至于<a href=\"https://laohu8.com/S/MSTR\">$微策投资(MSTR)$</a> 和<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global(COIN)$</a>,特别是微策,都是大饼的影子股,勿恐跌和恐高,只看大饼即可,买入策略也可以同步大饼。至于卖出,大饼10w以内,我不考虑卖出,10w以上,任何卖出都是正确的,只是少赚多赚的不同风险偏好而已。信仰和目标100w+,任何时候不卖出也是正确的!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 大饼的本次调整,应该是突破历史前高后的必要调整,大概率调到6w上下就差不多了,小概率到5w上下,极小概率到4w以下。这应该也是大饼开启牛市周期的最后一趟末班车了,之后再次突破前高后的一切买入行为,都是低赔率的追涨行为!策略上,可以三等份资金,分别6、5、4附近埋单,抄到多少是多少,涨跌都不被动。至于<a href=\"https://laohu8.com/S/MSTR\">$微策投资(MSTR)$</a> 和<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global(COIN)$</a>,特别是微策,都是大饼的影子股,勿恐跌和恐高,只看大饼即可,买入策略也可以同步大饼。至于卖出,大饼10w以内,我不考虑卖出,10w以上,任何卖出都是正确的,只是少赚多赚的不同风险偏好而已。信仰和目标100w+,任何时候不卖出也是正确的!","text":"$Coinbase Global, Inc.(COIN)$ 大饼的本次调整,应该是突破历史前高后的必要调整,大概率调到6w上下就差不多了,小概率到5w上下,极小概率到4w以下。这应该也是大饼开启牛市周期的最后一趟末班车了,之后再次突破前高后的一切买入行为,都是低赔率的追涨行为!策略上,可以三等份资金,分别6、5、4附近埋单,抄到多少是多少,涨跌都不被动。至于$微策投资(MSTR)$ 和$Coinbase Global(COIN)$,特别是微策,都是大饼的影子股,勿恐跌和恐高,只看大饼即可,买入策略也可以同步大饼。至于卖出,大饼10w以内,我不考虑卖出,10w以上,任何卖出都是正确的,只是少赚多赚的不同风险偏好而已。信仰和目标100w+,任何时候不卖出也是正确的!","images":[{"img":"https://static.tigerbbs.com/1d81652b54cfb19dbb8344d52ee98a40","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/288878790352936","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502399968927286","authorId":"3502399968927286","name":"Starlight369","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"抄袭老鬼也至少改几个字吧?","text":"抄袭老鬼也至少改几个字吧?","html":"抄袭老鬼也至少改几个字吧?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288823667077136,"gmtCreate":1711535692831,"gmtModify":1711535696085,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯最近股价走势不错,就是大力回购的作用。。每天10亿10亿地去买,不间断操作,空头也没这么给力。。基本上抵消了做空金额。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯最近股价走势不错,就是大力回购的作用。。每天10亿10亿地去买,不间断操作,空头也没这么给力。。基本上抵消了做空金额。","text":"$腾讯控股(00700)$ 腾讯最近股价走势不错,就是大力回购的作用。。每天10亿10亿地去买,不间断操作,空头也没这么给力。。基本上抵消了做空金额。","images":[{"img":"https://static.tigerbbs.com/9251fbee1267329558bb24e27191c1f0","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288823667077136","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288468953415720,"gmtCreate":1711449207205,"gmtModify":1711449213558,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$TRUMP MEDIA & TECHNOLOGY GROUP CORP(DJT)$</a> <v-v data-views=\"1\"></v-v> 从美东时间周二开始,特朗普媒体科技集团将取代DWAC,在纳斯达克交易所挂牌交易,交易代码为“DJT”。啊呀妈呀,建国同志借壳上市了。。。考虑到建国同志参加总统竞选需要花费巨资,面临指控需要支付高额律师费,相关案件带来重大经济处罚风险,重回白宫的雄心壮志,DWAC已经成为准大选投注工具,除非美国人不支持川普了,大选结束前DWAC不可能跌[666][666][666]","listText":"<a href=\"https://laohu8.com/S/DJT\">$TRUMP MEDIA & TECHNOLOGY GROUP CORP(DJT)$</a> <v-v data-views=\"1\"></v-v> 从美东时间周二开始,特朗普媒体科技集团将取代DWAC,在纳斯达克交易所挂牌交易,交易代码为“DJT”。啊呀妈呀,建国同志借壳上市了。。。考虑到建国同志参加总统竞选需要花费巨资,面临指控需要支付高额律师费,相关案件带来重大经济处罚风险,重回白宫的雄心壮志,DWAC已经成为准大选投注工具,除非美国人不支持川普了,大选结束前DWAC不可能跌[666][666][666]","text":"$TRUMP MEDIA & TECHNOLOGY GROUP CORP(DJT)$ 从美东时间周二开始,特朗普媒体科技集团将取代DWAC,在纳斯达克交易所挂牌交易,交易代码为“DJT”。啊呀妈呀,建国同志借壳上市了。。。考虑到建国同志参加总统竞选需要花费巨资,面临指控需要支付高额律师费,相关案件带来重大经济处罚风险,重回白宫的雄心壮志,DWAC已经成为准大选投注工具,除非美国人不支持川普了,大选结束前DWAC不可能跌[666][666][666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288468953415720","isVote":1,"tweetType":1,"viewCount":5241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288056497074224,"gmtCreate":1711355818894,"gmtModify":1711426849679,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> <v-v data-views=\"0\"></v-v> 亮点在于23年财务逐季提升,Q4单季居然扭亏为盈,后面看24 Q1情况。潜在风险是芯片重资产和竞争对手强大,全球来看,主营产品的市场规模不够大,仅为20亿美元量级,而公司的份额在5%左右。","listText":"<a href=\"https://laohu8.com/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> <v-v data-views=\"0\"></v-v> 亮点在于23年财务逐季提升,Q4单季居然扭亏为盈,后面看24 Q1情况。潜在风险是芯片重资产和竞争对手强大,全球来看,主营产品的市场规模不够大,仅为20亿美元量级,而公司的份额在5%左右。","text":"$Astera Labs, Inc.(ALAB)$ 亮点在于23年财务逐季提升,Q4单季居然扭亏为盈,后面看24 Q1情况。潜在风险是芯片重资产和竞争对手强大,全球来看,主营产品的市场规模不够大,仅为20亿美元量级,而公司的份额在5%左右。","images":[{"img":"https://static.tigerbbs.com/c5b915373a3d95de54bf2a5cdfb2e7b7","width":"1601","height":"490"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288056497074224","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287055246569512,"gmtCreate":1711111440115,"gmtModify":1711112805208,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","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> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 和<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a> 比一下,利润是Costco的一倍,市值是Costco的一半,国内竞争力其实两个都差不多。CostcoGMV是2400亿美金,PDD GMV是4万亿人民币。PDD的规模也是Costco的两倍有多。Costco的毛利率是12%,PDD是4%, 相差8%。但Costco的费率是8.5%,因为实体店和员工的成本比较高。PDD的费率是可以scalable的(过去五年营收涨了7倍,成本才涨了3倍),稳定维持在1000亿,也就是2.5%GMV左右,以后占比会越来越小。这里就相差了6%。所以Costco目前利润率3%还是稍高。PDD大概在2%左右。看看有没有机会未来PDD的margin能赶上Costco,那利润空间又翻倍了。当然有人可能会觉得,Costco的货品单价高,所以利润更容易获取,但是沃尔玛的利润率大概是2.5%,京东则不到1%,阿里则是大概1%,他们都比PDD价格更高,但是最后利润率却不够高,这就是因为平台效率问题,如何开源节流不是简单的看物品价格高低,而是相对的动态的平衡。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 和<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a> 比一下,利润是Costco的一倍,市值是Costco的一半,国内竞争力其实两个都差不多。CostcoGMV是2400亿美金,PDD GMV是4万亿人民币。PDD的规模也是Costco的两倍有多。Costco的毛利率是12%,PDD是4%, 相差8%。但Costco的费率是8.5%,因为实体店和员工的成本比较高。PDD的费率是可以scalable的(过去五年营收涨了7倍,成本才涨了3倍),稳定维持在1000亿,也就是2.5%GMV左右,以后占比会越来越小。这里就相差了6%。所以Costco目前利润率3%还是稍高。PDD大概在2%左右。看看有没有机会未来PDD的margin能赶上Costco,那利润空间又翻倍了。当然有人可能会觉得,Costco的货品单价高,所以利润更容易获取,但是沃尔玛的利润率大概是2.5%,京东则不到1%,阿里则是大概1%,他们都比PDD价格更高,但是最后利润率却不够高,这就是因为平台效率问题,如何开源节流不是简单的看物品价格高低,而是相对的动态的平衡。","text":"$拼多多(PDD)$ $拼多多(PDD)$ 和$好市多(COST)$ 比一下,利润是Costco的一倍,市值是Costco的一半,国内竞争力其实两个都差不多。CostcoGMV是2400亿美金,PDD GMV是4万亿人民币。PDD的规模也是Costco的两倍有多。Costco的毛利率是12%,PDD是4%, 相差8%。但Costco的费率是8.5%,因为实体店和员工的成本比较高。PDD的费率是可以scalable的(过去五年营收涨了7倍,成本才涨了3倍),稳定维持在1000亿,也就是2.5%GMV左右,以后占比会越来越小。这里就相差了6%。所以Costco目前利润率3%还是稍高。PDD大概在2%左右。看看有没有机会未来PDD的margin能赶上Costco,那利润空间又翻倍了。当然有人可能会觉得,Costco的货品单价高,所以利润更容易获取,但是沃尔玛的利润率大概是2.5%,京东则不到1%,阿里则是大概1%,他们都比PDD价格更高,但是最后利润率却不够高,这就是因为平台效率问题,如何开源节流不是简单的看物品价格高低,而是相对的动态的平衡。","images":[{"img":"https://static.tigerbbs.com/5fd8f89f4b38e21e9e1c6d3601660af8","width":"883","height":"654"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287055246569512","isVote":1,"tweetType":1,"viewCount":10598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":286671863025704,"gmtCreate":1711026076030,"gmtModify":1711026081977,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软在AI领域的投资组合,不卖配件,未来除了专注于Surface品牌, 还壕掷100亿美元押注OpenAI,就是希望能够在AI领域和谷歌、亚马逊、Meta等公司的竞争中占得先机,接下来是AIPC的大动作了。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软在AI领域的投资组合,不卖配件,未来除了专注于Surface品牌, 还壕掷100亿美元押注OpenAI,就是希望能够在AI领域和谷歌、亚马逊、Meta等公司的竞争中占得先机,接下来是AIPC的大动作了。","text":"$微软(MSFT)$ 微软在AI领域的投资组合,不卖配件,未来除了专注于Surface品牌, 还壕掷100亿美元押注OpenAI,就是希望能够在AI领域和谷歌、亚马逊、Meta等公司的竞争中占得先机,接下来是AIPC的大动作了。","images":[{"img":"https://static.tigerbbs.com/4725615b1d9582708fdfe49efdd13f4c","width":"1850","height":"1203"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286671863025704","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286728669016104,"gmtCreate":1711019666096,"gmtModify":1711026558922,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> 跑输大盘,跑输板块,昨晚放鸽也没能翻红,收盘还下跌的除了增发股票的超微就是你。不能出量站回MA5,也就只能看一下超卖反弹,会很弱。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> 跑输大盘,跑输板块,昨晚放鸽也没能翻红,收盘还下跌的除了增发股票的超微就是你。不能出量站回MA5,也就只能看一下超卖反弹,会很弱。","text":"$美国超微公司(AMD)$ 跑输大盘,跑输板块,昨晚放鸽也没能翻红,收盘还下跌的除了增发股票的超微就是你。不能出量站回MA5,也就只能看一下超卖反弹,会很弱。","images":[{"img":"https://static.tigerbbs.com/b7a6fb07349c42bbc49d14daee4b80b3","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286728669016104","isVote":1,"tweetType":1,"viewCount":698,"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":"我想说的是 在这种高位历史高位 看MA 5 MA 10 MA 30,其实意义不大了","text":"我想说的是 在这种高位历史高位 看MA 5 MA 10 MA 30,其实意义不大了","html":"我想说的是 在这种高位历史高位 看MA 5 MA 10 MA 30,其实意义不大了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286393332678696,"gmtCreate":1710937796873,"gmtModify":1710937807500,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯近几年的游戏收入没怎么增长,一直在1700亿左右徘徊。游戏的边际成本趋于零,如果能再出一两款爆款游戏,腾讯的利润会大幅度地增长,重回700不是梦。手游的发展也只是近十年的事情,增长空间还很大,继续耕耘吧,","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯近几年的游戏收入没怎么增长,一直在1700亿左右徘徊。游戏的边际成本趋于零,如果能再出一两款爆款游戏,腾讯的利润会大幅度地增长,重回700不是梦。手游的发展也只是近十年的事情,增长空间还很大,继续耕耘吧,","text":"$腾讯控股(00700)$ 腾讯近几年的游戏收入没怎么增长,一直在1700亿左右徘徊。游戏的边际成本趋于零,如果能再出一两款爆款游戏,腾讯的利润会大幅度地增长,重回700不是梦。手游的发展也只是近十年的事情,增长空间还很大,继续耕耘吧,","images":[{"img":"https://static.tigerbbs.com/cfbc7d83e04da7b1c6ac6450d8cd01e6","width":"628","height":"350"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286393332678696","isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":286376897724432,"gmtCreate":1710933644778,"gmtModify":1710936702599,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","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>吸引力,什么吸引力,吸引更多的韭菜吗?本来疯涨的就有点莫名,现在真是原形毕露了,组装代工厂这样搞,绝对会人去楼空。所以,还是去买 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> , <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> , <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 这些比较安稳实在。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>吸引力,什么吸引力,吸引更多的韭菜吗?本来疯涨的就有点莫名,现在真是原形毕露了,组装代工厂这样搞,绝对会人去楼空。所以,还是去买 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> , <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> , <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 这些比较安稳实在。","text":"$超微电脑(SMCI)$ 吸引力,什么吸引力,吸引更多的韭菜吗?本来疯涨的就有点莫名,现在真是原形毕露了,组装代工厂这样搞,绝对会人去楼空。所以,还是去买 $英伟达(NVDA)$ , $微软(MSFT)$ , $苹果(AAPL)$ 这些比较安稳实在。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286376897724432","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":288878790352936,"gmtCreate":1711549265051,"gmtModify":1711550020105,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","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> 大饼的本次调整,应该是突破历史前高后的必要调整,大概率调到6w上下就差不多了,小概率到5w上下,极小概率到4w以下。这应该也是大饼开启牛市周期的最后一趟末班车了,之后再次突破前高后的一切买入行为,都是低赔率的追涨行为!策略上,可以三等份资金,分别6、5、4附近埋单,抄到多少是多少,涨跌都不被动。至于<a href=\"https://laohu8.com/S/MSTR\">$微策投资(MSTR)$</a> 和<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global(COIN)$</a>,特别是微策,都是大饼的影子股,勿恐跌和恐高,只看大饼即可,买入策略也可以同步大饼。至于卖出,大饼10w以内,我不考虑卖出,10w以上,任何卖出都是正确的,只是少赚多赚的不同风险偏好而已。信仰和目标100w+,任何时候不卖出也是正确的!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 大饼的本次调整,应该是突破历史前高后的必要调整,大概率调到6w上下就差不多了,小概率到5w上下,极小概率到4w以下。这应该也是大饼开启牛市周期的最后一趟末班车了,之后再次突破前高后的一切买入行为,都是低赔率的追涨行为!策略上,可以三等份资金,分别6、5、4附近埋单,抄到多少是多少,涨跌都不被动。至于<a href=\"https://laohu8.com/S/MSTR\">$微策投资(MSTR)$</a> 和<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global(COIN)$</a>,特别是微策,都是大饼的影子股,勿恐跌和恐高,只看大饼即可,买入策略也可以同步大饼。至于卖出,大饼10w以内,我不考虑卖出,10w以上,任何卖出都是正确的,只是少赚多赚的不同风险偏好而已。信仰和目标100w+,任何时候不卖出也是正确的!","text":"$Coinbase Global, Inc.(COIN)$ 大饼的本次调整,应该是突破历史前高后的必要调整,大概率调到6w上下就差不多了,小概率到5w上下,极小概率到4w以下。这应该也是大饼开启牛市周期的最后一趟末班车了,之后再次突破前高后的一切买入行为,都是低赔率的追涨行为!策略上,可以三等份资金,分别6、5、4附近埋单,抄到多少是多少,涨跌都不被动。至于$微策投资(MSTR)$ 和$Coinbase Global(COIN)$,特别是微策,都是大饼的影子股,勿恐跌和恐高,只看大饼即可,买入策略也可以同步大饼。至于卖出,大饼10w以内,我不考虑卖出,10w以上,任何卖出都是正确的,只是少赚多赚的不同风险偏好而已。信仰和目标100w+,任何时候不卖出也是正确的!","images":[{"img":"https://static.tigerbbs.com/1d81652b54cfb19dbb8344d52ee98a40","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/288878790352936","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502399968927286","authorId":"3502399968927286","name":"Starlight369","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"抄袭老鬼也至少改几个字吧?","text":"抄袭老鬼也至少改几个字吧?","html":"抄袭老鬼也至少改几个字吧?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287055246569512,"gmtCreate":1711111440115,"gmtModify":1711112805208,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","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> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 和<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a> 比一下,利润是Costco的一倍,市值是Costco的一半,国内竞争力其实两个都差不多。CostcoGMV是2400亿美金,PDD GMV是4万亿人民币。PDD的规模也是Costco的两倍有多。Costco的毛利率是12%,PDD是4%, 相差8%。但Costco的费率是8.5%,因为实体店和员工的成本比较高。PDD的费率是可以scalable的(过去五年营收涨了7倍,成本才涨了3倍),稳定维持在1000亿,也就是2.5%GMV左右,以后占比会越来越小。这里就相差了6%。所以Costco目前利润率3%还是稍高。PDD大概在2%左右。看看有没有机会未来PDD的margin能赶上Costco,那利润空间又翻倍了。当然有人可能会觉得,Costco的货品单价高,所以利润更容易获取,但是沃尔玛的利润率大概是2.5%,京东则不到1%,阿里则是大概1%,他们都比PDD价格更高,但是最后利润率却不够高,这就是因为平台效率问题,如何开源节流不是简单的看物品价格高低,而是相对的动态的平衡。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 和<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a> 比一下,利润是Costco的一倍,市值是Costco的一半,国内竞争力其实两个都差不多。CostcoGMV是2400亿美金,PDD GMV是4万亿人民币。PDD的规模也是Costco的两倍有多。Costco的毛利率是12%,PDD是4%, 相差8%。但Costco的费率是8.5%,因为实体店和员工的成本比较高。PDD的费率是可以scalable的(过去五年营收涨了7倍,成本才涨了3倍),稳定维持在1000亿,也就是2.5%GMV左右,以后占比会越来越小。这里就相差了6%。所以Costco目前利润率3%还是稍高。PDD大概在2%左右。看看有没有机会未来PDD的margin能赶上Costco,那利润空间又翻倍了。当然有人可能会觉得,Costco的货品单价高,所以利润更容易获取,但是沃尔玛的利润率大概是2.5%,京东则不到1%,阿里则是大概1%,他们都比PDD价格更高,但是最后利润率却不够高,这就是因为平台效率问题,如何开源节流不是简单的看物品价格高低,而是相对的动态的平衡。","text":"$拼多多(PDD)$ $拼多多(PDD)$ 和$好市多(COST)$ 比一下,利润是Costco的一倍,市值是Costco的一半,国内竞争力其实两个都差不多。CostcoGMV是2400亿美金,PDD GMV是4万亿人民币。PDD的规模也是Costco的两倍有多。Costco的毛利率是12%,PDD是4%, 相差8%。但Costco的费率是8.5%,因为实体店和员工的成本比较高。PDD的费率是可以scalable的(过去五年营收涨了7倍,成本才涨了3倍),稳定维持在1000亿,也就是2.5%GMV左右,以后占比会越来越小。这里就相差了6%。所以Costco目前利润率3%还是稍高。PDD大概在2%左右。看看有没有机会未来PDD的margin能赶上Costco,那利润空间又翻倍了。当然有人可能会觉得,Costco的货品单价高,所以利润更容易获取,但是沃尔玛的利润率大概是2.5%,京东则不到1%,阿里则是大概1%,他们都比PDD价格更高,但是最后利润率却不够高,这就是因为平台效率问题,如何开源节流不是简单的看物品价格高低,而是相对的动态的平衡。","images":[{"img":"https://static.tigerbbs.com/5fd8f89f4b38e21e9e1c6d3601660af8","width":"883","height":"654"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287055246569512","isVote":1,"tweetType":1,"viewCount":10598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":288823667077136,"gmtCreate":1711535692831,"gmtModify":1711535696085,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯最近股价走势不错,就是大力回购的作用。。每天10亿10亿地去买,不间断操作,空头也没这么给力。。基本上抵消了做空金额。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯最近股价走势不错,就是大力回购的作用。。每天10亿10亿地去买,不间断操作,空头也没这么给力。。基本上抵消了做空金额。","text":"$腾讯控股(00700)$ 腾讯最近股价走势不错,就是大力回购的作用。。每天10亿10亿地去买,不间断操作,空头也没这么给力。。基本上抵消了做空金额。","images":[{"img":"https://static.tigerbbs.com/9251fbee1267329558bb24e27191c1f0","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288823667077136","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":283928361795600,"gmtCreate":1710334823697,"gmtModify":1710334825393,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <v-v data-views=\"1\"></v-v> 大环境萎靡的情况下,企业都在提升运营质量。低预期带来低价格,运营质量带来高利润。 公司财报公布后,市场立即给予反馈。从这个角度来看,低预期总是好的","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <v-v data-views=\"1\"></v-v> 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很多人担心苹果还会暴跌,我觉得真的多虑了,话放在这里,如果跌倒155,那真的是超级黄金坑,估计不会到,不要小看一个超级世界巨头的容量","images":[{"img":"https://static.tigerbbs.com/9f827f6e095f62229959a9078de6f833","width":"501","height":"285"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281427175649352","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576468087813074","authorId":"3576468087813074","name":"苹果拥护者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"如果英伟达继续涨,苹果一定会下155","text":"如果英伟达继续涨,苹果一定会下155","html":"如果英伟达继续涨,苹果一定会下155"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293489464885400,"gmtCreate":1712676106493,"gmtModify":1712676111711,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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黄仁勋居然是AMD苏姿丰的表舅,这就是显卡为什么一直涨价的原因,我这不是开玩笑!一般来说消费电子产品都是更新换代后加量不加价,黄和苏商量好的谁也不降价。","images":[{"img":"https://static.tigerbbs.com/b286d34ece70731d5ece70d3b6690042","width":"1023","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/293489464885400","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":284642278776864,"gmtCreate":1710499708797,"gmtModify":1710507935508,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","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> 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有谁在三年前能预计到这一天呢一同事之前在深圳英伟达上班在100多的时候被父母劝说离开,因为深圳房价太贵,卖了全部股份回老家佛山买了套房,如果等到现在深圳房子都没问题了。我想黄老板因该也没想到这一天吧,一觉醒来反超苹果都不算白日做梦,拿住别放了。","images":[{"img":"https://static.tigerbbs.com/b56c436884f1c06fd3a481128d8c7885","width":"748","height":"626"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281046538244168","isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294177723367440,"gmtCreate":1712849005333,"gmtModify":1712850739109,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$</a> <v-v data-views=\"0\"></v-v> 家如果仔细看一下财报,尤其是附注,马上就能看出端倪了。贸易及其他应收款增加了100亿,而附注200亿的其他应收不去解释,只解释了1.4亿的应收账款。一个在香港上市公司里担任多年的CFO会犯这种解释不清楚的“小”错误?不是解释不清楚,是根本就解释不清吧。公司新增了差不多55亿的短期银行贷款和18亿的长期贷款,自己差不多再东拼西凑贴了一倍的钱,把营运资金都挤干净了,借出了130多亿给供应商。这个供应商是谁?银行为什么能借那么多钱给他?风控不审批吗?小小天瑞,恰恰扯下了港股的脸面。","listText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$</a> <v-v data-views=\"0\"></v-v> 家如果仔细看一下财报,尤其是附注,马上就能看出端倪了。贸易及其他应收款增加了100亿,而附注200亿的其他应收不去解释,只解释了1.4亿的应收账款。一个在香港上市公司里担任多年的CFO会犯这种解释不清楚的“小”错误?不是解释不清楚,是根本就解释不清吧。公司新增了差不多55亿的短期银行贷款和18亿的长期贷款,自己差不多再东拼西凑贴了一倍的钱,把营运资金都挤干净了,借出了130多亿给供应商。这个供应商是谁?银行为什么能借那么多钱给他?风控不审批吗?小小天瑞,恰恰扯下了港股的脸面。","text":"$中国天瑞水泥(01252)$ 家如果仔细看一下财报,尤其是附注,马上就能看出端倪了。贸易及其他应收款增加了100亿,而附注200亿的其他应收不去解释,只解释了1.4亿的应收账款。一个在香港上市公司里担任多年的CFO会犯这种解释不清楚的“小”错误?不是解释不清楚,是根本就解释不清吧。公司新增了差不多55亿的短期银行贷款和18亿的长期贷款,自己差不多再东拼西凑贴了一倍的钱,把营运资金都挤干净了,借出了130多亿给供应商。这个供应商是谁?银行为什么能借那么多钱给他?风控不审批吗?小小天瑞,恰恰扯下了港股的脸面。","images":[{"img":"https://static.tigerbbs.com/a18b0b73185158f4e8f3868e2d0f904f","width":"400","height":"275"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294177723367440","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3446357103211526","authorId":"3446357103211526","name":"huamuyin","avatar":"https://static.tigerbbs.com/7a91bbc7028ec788fad68dc9749c7c55","crmLevel":1,"crmLevelSwitch":0},"content":"今天还停盘吗?不是说短暂停盘最多2天吗?","text":"今天还停盘吗?不是说短暂停盘最多2天吗?","html":"今天还停盘吗?不是说短暂停盘最多2天吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":289258432294928,"gmtCreate":1711641836683,"gmtModify":1711641851314,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 牢牢地稳在第一阵营。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。同时,27% 的季度同比增长非常惊人。显示了腾讯巨大的业务潜力和业务控制力。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。腾讯云在合作伙伴生态系统建设方面的投入初见成效。截至2024年1月,腾讯云核心SaaS 产品 “腾讯会议” 90%的销售额由合作伙伴拉动,头部合作伙伴实现了三位数的业绩增长。在2024年1月举行的产业合作伙伴大会上,腾讯云进一步承诺帮助合作伙伴成功,释放30%原本的直销客户给合作伙伴,未来这个比例将提高至50%。Canalys分析师章一表示:&quot;在降价的竞争压力下,云计算厂商目前面临着保持收入增长和维持盈利能力的双重挑战。与此同时,随着生成式AI的继续发展,市场对云厂商的要求也越来越高。除了盈利问题,厂商还必须加大对新兴技术的投资。在这种情况下,与伙伴的有效合作有助于降低投资风险,同时还能整合来自伙伴的专业知识和资源。伙伴生态的能帮助厂商在AI驱动的未来中应对竞争压力,实现可持续增长。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 牢牢地稳在第一阵营。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。同时,27% 的季度同比增长非常惊人。显示了腾讯巨大的业务潜力和业务控制力。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。腾讯云在合作伙伴生态系统建设方面的投入初见成效。截至2024年1月,腾讯云核心SaaS 产品 “腾讯会议” 90%的销售额由合作伙伴拉动,头部合作伙伴实现了三位数的业绩增长。在2024年1月举行的产业合作伙伴大会上,腾讯云进一步承诺帮助合作伙伴成功,释放30%原本的直销客户给合作伙伴,未来这个比例将提高至50%。Canalys分析师章一表示:&quot;在降价的竞争压力下,云计算厂商目前面临着保持收入增长和维持盈利能力的双重挑战。与此同时,随着生成式AI的继续发展,市场对云厂商的要求也越来越高。除了盈利问题,厂商还必须加大对新兴技术的投资。在这种情况下,与伙伴的有效合作有助于降低投资风险,同时还能整合来自伙伴的专业知识和资源。伙伴生态的能帮助厂商在AI驱动的未来中应对竞争压力,实现可持续增长。","text":"$腾讯控股(00700)$ 牢牢地稳在第一阵营。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。同时,27% 的季度同比增长非常惊人。显示了腾讯巨大的业务潜力和业务控制力。腾讯云在2023年第四季度实现27%的收入增长,市场份额达到16%。这一增长表明,腾讯云已成功度过盈利调整阶段,其增长再次稳定在两位数水平。腾讯云在合作伙伴生态系统建设方面的投入初见成效。截至2024年1月,腾讯云核心SaaS 产品 “腾讯会议” 90%的销售额由合作伙伴拉动,头部合作伙伴实现了三位数的业绩增长。在2024年1月举行的产业合作伙伴大会上,腾讯云进一步承诺帮助合作伙伴成功,释放30%原本的直销客户给合作伙伴,未来这个比例将提高至50%。Canalys分析师章一表示:"在降价的竞争压力下,云计算厂商目前面临着保持收入增长和维持盈利能力的双重挑战。与此同时,随着生成式AI的继续发展,市场对云厂商的要求也越来越高。除了盈利问题,厂商还必须加大对新兴技术的投资。在这种情况下,与伙伴的有效合作有助于降低投资风险,同时还能整合来自伙伴的专业知识和资源。伙伴生态的能帮助厂商在AI驱动的未来中应对竞争压力,实现可持续增长。","images":[{"img":"https://static.tigerbbs.com/e0986760e1a0f9c17c383ca0ecb5e2fb","width":"2054","height":"1148"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289258432294928","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286728669016104,"gmtCreate":1711019666096,"gmtModify":1711026558922,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> 跑输大盘,跑输板块,昨晚放鸽也没能翻红,收盘还下跌的除了增发股票的超微就是你。不能出量站回MA5,也就只能看一下超卖反弹,会很弱。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> 跑输大盘,跑输板块,昨晚放鸽也没能翻红,收盘还下跌的除了增发股票的超微就是你。不能出量站回MA5,也就只能看一下超卖反弹,会很弱。","text":"$美国超微公司(AMD)$ 跑输大盘,跑输板块,昨晚放鸽也没能翻红,收盘还下跌的除了增发股票的超微就是你。不能出量站回MA5,也就只能看一下超卖反弹,会很弱。","images":[{"img":"https://static.tigerbbs.com/b7a6fb07349c42bbc49d14daee4b80b3","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286728669016104","isVote":1,"tweetType":1,"viewCount":698,"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":"我想说的是 在这种高位历史高位 看MA 5 MA 10 MA 30,其实意义不大了","text":"我想说的是 在这种高位历史高位 看MA 5 MA 10 MA 30,其实意义不大了","html":"我想说的是 在这种高位历史高位 看MA 5 MA 10 MA 30,其实意义不大了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":283470972420168,"gmtCreate":1710232904042,"gmtModify":1710232907754,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> <v-v data-views=\"0\"></v-v>牛市快来了?我看还早得很,涨超4%,听起来蛮不错的,结果拉个k线一看,连年初的水平还没达到,大家还是先不要太乐观了吧","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> <v-v data-views=\"0\"></v-v>牛市快来了?我看还早得很,涨超4%,听起来蛮不错的,结果拉个k线一看,连年初的水平还没达到,大家还是先不要太乐观了吧","text":"$恒生科技指数(HSTECH)$ 牛市快来了?我看还早得很,涨超4%,听起来蛮不错的,结果拉个k线一看,连年初的水平还没达到,大家还是先不要太乐观了吧","images":[{"img":"https://static.tigerbbs.com/e3229c046ff22322d052c79458e19b36","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283470972420168","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":282120835989600,"gmtCreate":1709903184040,"gmtModify":1709903188376,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 我无所谓,因为我还是没有找到苹果的对手,坚定持有AAPL","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 我无所谓,因为我还是没有找到苹果的对手,坚定持有AAPL","text":"$苹果(AAPL)$ $英伟达(NVDA)$ 我无所谓,因为我还是没有找到苹果的对手,坚定持有AAPL","images":[{"img":"https://static.tigerbbs.com/ec25d73fe23eee39e68c1310aa825e39","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282120835989600","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":276757939626000,"gmtCreate":1708598697151,"gmtModify":1708598802663,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NIO.US\">$蔚来(NIO.US)$</a> 收购极氪了?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NIO.US\">$蔚来(NIO.US)$</a> 收购极氪了?","text":"$蔚来(NIO)$ $蔚来(NIO.US)$ 收购极氪了?","images":[{"img":"https://static.tigerbbs.com/763616035395c4ed6ace37fd77e73bf5","width":"613","height":"795"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/276757939626000","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":296232836595760,"gmtCreate":1713341800527,"gmtModify":1713341815576,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 个人认为这次AI浪潮最大的受益者可能是微软,主要是生产力(办公软件)这块!大家觉得呢!","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 个人认为这次AI浪潮最大的受益者可能是微软,主要是生产力(办公软件)这块!大家觉得呢!","text":"$微软(MSFT)$ 个人认为这次AI浪潮最大的受益者可能是微软,主要是生产力(办公软件)这块!大家觉得呢!","images":[{"img":"https://static.tigerbbs.com/b02f9b0e4d93640c5499fa6f7153c8c0","width":"923","height":"1127"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296232836595760","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285671013445648,"gmtCreate":1710761309749,"gmtModify":1710761317022,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v> 可能海外微盘股才是真正反映流动性的问题,流动性绝对额的角度还是缺少的,美债绝对利率仍然太高。这也许也是这一轮很多美股港股saas、虚拟币挖矿股票一直起不来的原因。抄底这些股票,赌的不单单是个股基本面,还需要赌流动性。等一切真的反转,也许才能迎来转机。","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v> 可能海外微盘股才是真正反映流动性的问题,流动性绝对额的角度还是缺少的,美债绝对利率仍然太高。这也许也是这一轮很多美股港股saas、虚拟币挖矿股票一直起不来的原因。抄底这些股票,赌的不单单是个股基本面,还需要赌流动性。等一切真的反转,也许才能迎来转机。","text":"$Marathon Digital Holdings Inc(MARA)$ 可能海外微盘股才是真正反映流动性的问题,流动性绝对额的角度还是缺少的,美债绝对利率仍然太高。这也许也是这一轮很多美股港股saas、虚拟币挖矿股票一直起不来的原因。抄底这些股票,赌的不单单是个股基本面,还需要赌流动性。等一切真的反转,也许才能迎来转机。","images":[{"img":"https://static.tigerbbs.com/8b5a02d03c65601ff6162f5e1559cce3","width":"600","height":"337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285671013445648","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":283937235423272,"gmtCreate":1710337098684,"gmtModify":1710337101079,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> <v-v data-views=\"1\"></v-v> 从近期矿股的走势看,只能得出这样一个结论:现货ETF产生了虹吸效应,而微策投资(MSTR)是现货ETF的替代品……[捂脸]","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> <v-v data-views=\"1\"></v-v> 从近期矿股的走势看,只能得出这样一个结论:现货ETF产生了虹吸效应,而微策投资(MSTR)是现货ETF的替代品……[捂脸]","text":"$MicroStrategy Incorporated(MSTR)$ 从近期矿股的走势看,只能得出这样一个结论:现货ETF产生了虹吸效应,而微策投资(MSTR)是现货ETF的替代品……[捂脸]","images":[{"img":"https://static.tigerbbs.com/15523659a90c0375d5606bd9290ea109","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283937235423272","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":283137520365640,"gmtCreate":1710151494849,"gmtModify":1710151513368,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/BILI.US\">$哔哩哔哩(BILI.US)$</a> 又回本了! 这几天心情跌宕起伏 犹如坐过山车 没有省心过 弹出又弹入 弹出又弹入。纵观美股那么多支股票,既然有缘份坐货坐到呢只,我还是心平气和少骂一点,冀望如陈总所承诺的今年q3能盈利吧。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/BILI.US\">$哔哩哔哩(BILI.US)$</a> 又回本了! 这几天心情跌宕起伏 犹如坐过山车 没有省心过 弹出又弹入 弹出又弹入。纵观美股那么多支股票,既然有缘份坐货坐到呢只,我还是心平气和少骂一点,冀望如陈总所承诺的今年q3能盈利吧。","text":"$哔哩哔哩(BILI)$ $哔哩哔哩(BILI.US)$ 又回本了! 这几天心情跌宕起伏 犹如坐过山车 没有省心过 弹出又弹入 弹出又弹入。纵观美股那么多支股票,既然有缘份坐货坐到呢只,我还是心平气和少骂一点,冀望如陈总所承诺的今年q3能盈利吧。","images":[{"img":"https://static.tigerbbs.com/03706cf6485aa00701bc987b9b4c34c3","width":"1032","height":"926"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283137520365640","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":296669326929968,"gmtCreate":1713448365550,"gmtModify":1713448370412,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v> 不知道AI还有没有第二波,让美光借此突破这个平台啊","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v> 不知道AI还有没有第二波,让美光借此突破这个平台啊","text":"$美光科技(MU)$ 不知道AI还有没有第二波,让美光借此突破这个平台啊","images":[{"img":"https://static.tigerbbs.com/3dfec00103b7c3567ee2c8f75b5beb9c","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296669326929968","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}