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又踩雷了
11-27
$NEBIUS(NBIS)$
这才是市场对
$英伟达(NVDA)$
亮眼财报应有的反应节奏,大鳄和做市商上周故意制造恐慌收割韭菜。好比火锅底料熬煮需要时辰,这波行情只是晚了一周沸腾。听说美联储十二月要开闸放水,看来2025收官行情要煮成一锅麻辣沸腾锅了。
又踩雷了
11-27
$NEBIUS(NBIS)$
前方就是坚固的阻力位城墙,要能一举突破,年底前咱们就能看见130+的星辰大海
又踩雷了
11-26
$NEBIUS(NBIS)$
这波
$Meta Platforms, Inc.(META)$
和
$微软(MSFT)$
的联姻可是天作之合,这股票就跟焊死的保险箱似的,跌了就得抄底啊!
又踩雷了
11-26
$NEBIUS(NBIS)$
听说
$谷歌A(GOOGL)$
要搞数据中心"廉价芯片"的消息,这对Nebius简直是久旱逢甘霖啊。老黄家的
$英伟达(NVDA)$
显卡价格估计要提前跳楼大甩卖,数据中心的建设成本一降,Nebius的利润空间这不就芝麻开花节节高了?
又踩雷了
11-26
$NEBIUS(NBIS)$
分析师们异口同声说要涨到年底,但每周的消费者信心、就业数据和通胀指标总能让市场像坐过山车。我觉得
$谷歌A(GOOGL)$
和
$Meta Platforms, Inc.(META)$
那档子事儿被夸得天花乱坠,算力需求才是硬道理,
$英伟达(NVDA)$
的产品力和市场需求简直独孤求败。不过啊,要是Nebius能把
$英伟达(NVDA)$
、
$美国超微公司(AMD)$
这些芯片大厂的TPU、NPU都整合到自家方案里,专注搞AI上层应用开发,那才是真正能躺着数钱的买卖!
又踩雷了
11-25
$NEBIUS(NBIS)$
Nebius在印第安纳州弗兰克福的数据中心现已满负荷运转,2吉瓦容量每年可创收240亿美元,按当前20%+的利润率计算能净赚50亿。按75倍市盈率估算,单这个数据中心就能撑起3750亿美元市值。要我说这个利润率预测还算保守了。
又踩雷了
11-25
$NEBIUS(NBIS)$
被MSCI指数纳入后,散户投资者的涓涓细流可能要汇成江河了。目前持有均价108刀的小仓位,坐等市场给出答案。
又踩雷了
11-24
$NEBIUS(NBIS)$
要说
$微软(MSFT)$
给NBIS的贷款做担保,这可是天差地别的优势,融资成本直接砍半,信誉背书这块简直赢麻了。
又踩雷了
11-24
$NEBIUS(NBIS)$
才是人工智能数据中心股的扛把子,非投机标的里的独苗苗!
$IREN Ltd(IREN)$
$Cipher Mining Inc.(CIFR)$
$TeraWulf Inc.(WULF)$
$APPLIED DIGITAL CORP(APLD)$
加起来都不够它打的
又踩雷了
11-24
跟
$IREN Ltd(IREN)$
$Cipher Mining Inc.(CIFR)$
$TeraWulf Inc.(WULF)$
$APPLIED DIGITAL CORP(APLD)$
这些比起来,
$NEBIUS(NBIS)$
早该是人工智能数据中心股票里的扛把子了。
又踩雷了
11-21
俗话说水落石现,
$NEBIUS(NBIS)$
就是数据中心股票里的真金白银!未来两周的反弹速度绝对不输前两周的跳水节奏,科技股必将引领市场反攻。只恨此刻弹尽粮绝,没法加仓接飞刀...
又踩雷了
11-21
$NEBIUS(NBIS)$
财报数据形同虚设,合同与未来收益皆浮云。盈利能力无人问津,商业模式更似摆设。监管默许机构与对冲基金玩弄市场,我等每日见证金融犯罪上演,却无人问责...
又踩雷了
11-20
$NEBIUS(NBIS)$
还记得
$ARK Innovation ETF(ARKK)$
说的那句至理名言吗?"我们正站在十年一遇的黄金机遇面前",还说会"加速成长",现在终于要见分晓了。
又踩雷了
11-20
$NEBIUS(NBIS)$
$Meta Platforms, Inc.(META)$
和
$微软(MSFT)$
在SC25展会与黄仁勋的利好消息中双喜临门,这波投资操作堪称神来之笔!
又踩雷了
11-20
$NEBIUS(NBIS)$
趁热打铁在87美元价位加仓了,人工智能的浪潮才刚起风,真正的故事还在后头呢。
又踩雷了
11-19
$NEBIUS(NBIS)$
这半年线图简直帅炸,要我说咱们守支撑位守得跟铁血战士似的。冲就完事了!
又踩雷了
11-14
$NEBIUS(NBIS)$
大家真是贵人多忘事啊,被纳入MSCI指数这种大利好居然选择性失忆。看看暗池里那些偷摸吃货的大单,这波操作简直比国足踢世界杯还让人期待!
又踩雷了
11-14
$NEBIUS(NBIS)$
机构投资者的13F持仓报告近期即将出炉,记得关注新进场的巨鲸动向。
$英伟达(NVDA)$
即将发布财报,期待这只能成为破局者,重新点燃板块热情。资本市场向来是金鱼记忆,等市场尘埃落定后,咱们得赶紧切换回贪婪模式。毕竟满场都在打折促销,谁不想趁机捡点便宜筹码呢?
又踩雷了
11-13
$NEBIUS(NBIS)$
当初$27抄底这票,谁能想到现在站稳$94?最近又加仓了几手,坐等冲破$200大关。
又踩雷了
11-12
$NEBIUS(NBIS)$
NBS的K线图形成了头肩底形态,这种看涨反转模式就像带两个肩膀的"V"字,暗示下跌趋势即将扭转为上升行情。
去老虎APP查看更多动态
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前方就是坚固的阻力位城墙,要能一举突破,年底前咱们就能看见130+的星辰大海","text":"$NEBIUS(NBIS)$ 前方就是坚固的阻力位城墙,要能一举突破,年底前咱们就能看见130+的星辰大海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504560494330032","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504206627000488,"gmtCreate":1764109006000,"gmtModify":1764177900564,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 这波<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>和<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ 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的联姻可是天作之合,这股票就跟焊死的保险箱似的,跌了就得抄底啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504206627000488","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504250410299568,"gmtCreate":1764091535000,"gmtModify":1764177900067,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 听说<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>要搞数据中心\"廉价芯片\"的消息,这对Nebius简直是久旱逢甘霖啊。老黄家的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>显卡价格估计要提前跳楼大甩卖,数据中心的建设成本一降,Nebius的利润空间这不就芝麻开花节节高了?","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 听说<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>要搞数据中心\"廉价芯片\"的消息,这对Nebius简直是久旱逢甘霖啊。老黄家的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>显卡价格估计要提前跳楼大甩卖,数据中心的建设成本一降,Nebius的利润空间这不就芝麻开花节节高了?","text":"$NEBIUS(NBIS)$ 听说$谷歌A(GOOGL)$ 要搞数据中心\"廉价芯片\"的消息,这对Nebius简直是久旱逢甘霖啊。老黄家的$英伟达(NVDA)$ 显卡价格估计要提前跳楼大甩卖,数据中心的建设成本一降,Nebius的利润空间这不就芝麻开花节节高了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504250410299568","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504221181780144,"gmtCreate":1764090335000,"gmtModify":1764177900685,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 分析师们异口同声说要涨到年底,但每周的消费者信心、就业数据和通胀指标总能让市场像坐过山车。我觉得<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>和<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ 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的产品力和市场需求简直独孤求败。不过啊,要是Nebius能把$英伟达(NVDA)$ 、$美国超微公司(AMD)$ 这些芯片大厂的TPU、NPU都整合到自家方案里,专注搞AI上层应用开发,那才是真正能躺着数钱的买卖!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504221181780144","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503853566668976,"gmtCreate":1764024252000,"gmtModify":1764052344314,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>Nebius在印第安纳州弗兰克福的数据中心现已满负荷运转,2吉瓦容量每年可创收240亿美元,按当前20%+的利润率计算能净赚50亿。按75倍市盈率估算,单这个数据中心就能撑起3750亿美元市值。要我说这个利润率预测还算保守了。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>Nebius在印第安纳州弗兰克福的数据中心现已满负荷运转,2吉瓦容量每年可创收240亿美元,按当前20%+的利润率计算能净赚50亿。按75倍市盈率估算,单这个数据中心就能撑起3750亿美元市值。要我说这个利润率预测还算保守了。","text":"$NEBIUS(NBIS)$ Nebius在印第安纳州弗兰克福的数据中心现已满负荷运转,2吉瓦容量每年可创收240亿美元,按当前20%+的利润率计算能净赚50亿。按75倍市盈率估算,单这个数据中心就能撑起3750亿美元市值。要我说这个利润率预测还算保守了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503853566668976","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503770954092616,"gmtCreate":1764000635000,"gmtModify":1764051798361,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>被MSCI指数纳入后,散户投资者的涓涓细流可能要汇成江河了。目前持有均价108刀的小仓位,坐等市场给出答案。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>被MSCI指数纳入后,散户投资者的涓涓细流可能要汇成江河了。目前持有均价108刀的小仓位,坐等市场给出答案。","text":"$NEBIUS(NBIS)$ 被MSCI指数纳入后,散户投资者的涓涓细流可能要汇成江河了。目前持有均价108刀的小仓位,坐等市场给出答案。","images":[{"img":"https://static.tigerbbs.com/3d2213ef9b323f8cc0efa4d63fda831e","width":"500","height":"284"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503770954092616","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":503425986072648,"gmtCreate":1763920110000,"gmtModify":1763965232024,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>要说<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>给NBIS的贷款做担保,这可是天差地别的优势,融资成本直接砍半,信誉背书这块简直赢麻了。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>要说<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>给NBIS的贷款做担保,这可是天差地别的优势,融资成本直接砍半,信誉背书这块简直赢麻了。","text":"$NEBIUS(NBIS)$ 要说$微软(MSFT)$ 给NBIS的贷款做担保,这可是天差地别的优势,融资成本直接砍半,信誉背书这块简直赢麻了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503425986072648","isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503455131799624,"gmtCreate":1763919026000,"gmtModify":1763965232321,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>才是人工智能数据中心股的扛把子,非投机标的里的独苗苗!<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a> <a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a> <a href=\"https://laohu8.com/S/WULF\">$TeraWulf Inc.(WULF)$ </a> <a href=\"https://laohu8.com/S/APLD\">$APPLIED DIGITAL CORP(APLD)$ </a>加起来都不够它打的","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>才是人工智能数据中心股的扛把子,非投机标的里的独苗苗!<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a> <a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a> <a href=\"https://laohu8.com/S/WULF\">$TeraWulf Inc.(WULF)$ </a> <a href=\"https://laohu8.com/S/APLD\">$APPLIED DIGITAL CORP(APLD)$ </a>加起来都不够它打的","text":"$NEBIUS(NBIS)$ 才是人工智能数据中心股的扛把子,非投机标的里的独苗苗!$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $APPLIED DIGITAL CORP(APLD)$ 加起来都不够它打的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/503455131799624","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"都从高位下来腰斩,谁都别看不起谁.","text":"都从高位下来腰斩,谁都别看不起谁.","html":"都从高位下来腰斩,谁都别看不起谁."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503468692435112,"gmtCreate":1763918930000,"gmtModify":1763965038951,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"跟<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a> <a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a> <a href=\"https://laohu8.com/S/WULF\">$TeraWulf Inc.(WULF)$ </a> <a href=\"https://laohu8.com/S/APLD\">$APPLIED DIGITAL CORP(APLD)$ </a>这些比起来,<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>早该是人工智能数据中心股票里的扛把子了。","listText":"跟<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$ </a> <a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a> <a href=\"https://laohu8.com/S/WULF\">$TeraWulf Inc.(WULF)$ </a> <a href=\"https://laohu8.com/S/APLD\">$APPLIED DIGITAL CORP(APLD)$ </a>这些比起来,<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>早该是人工智能数据中心股票里的扛把子了。","text":"跟$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $APPLIED DIGITAL CORP(APLD)$ 这些比起来,$NEBIUS(NBIS)$ 早该是人工智能数据中心股票里的扛把子了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/503468692435112","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3556585696539203","idStr":"3556585696539203"},"content":"真垃圾,一天上下乱串","text":"真垃圾,一天上下乱串","html":"真垃圾,一天上下乱串"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502426807963720,"gmtCreate":1763672288000,"gmtModify":1763745485596,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"俗话说水落石现,<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>就是数据中心股票里的真金白银!未来两周的反弹速度绝对不输前两周的跳水节奏,科技股必将引领市场反攻。只恨此刻弹尽粮绝,没法加仓接飞刀...","listText":"俗话说水落石现,<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>就是数据中心股票里的真金白银!未来两周的反弹速度绝对不输前两周的跳水节奏,科技股必将引领市场反攻。只恨此刻弹尽粮绝,没法加仓接飞刀...","text":"俗话说水落石现,$NEBIUS(NBIS)$ 就是数据中心股票里的真金白银!未来两周的反弹速度绝对不输前两周的跳水节奏,科技股必将引领市场反攻。只恨此刻弹尽粮绝,没法加仓接飞刀...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502426807963720","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502378352070824,"gmtCreate":1763657921000,"gmtModify":1763715426073,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 财报数据形同虚设,合同与未来收益皆浮云。盈利能力无人问津,商业模式更似摆设。监管默许机构与对冲基金玩弄市场,我等每日见证金融犯罪上演,却无人问责...","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 财报数据形同虚设,合同与未来收益皆浮云。盈利能力无人问津,商业模式更似摆设。监管默许机构与对冲基金玩弄市场,我等每日见证金融犯罪上演,却无人问责...","text":"$NEBIUS(NBIS)$ 财报数据形同虚设,合同与未来收益皆浮云。盈利能力无人问津,商业模式更似摆设。监管默许机构与对冲基金玩弄市场,我等每日见证金融犯罪上演,却无人问责...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502378352070824","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502200691003560,"gmtCreate":1763625441000,"gmtModify":1763646118809,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 还记得<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$ </a>说的那句至理名言吗?\"我们正站在十年一遇的黄金机遇面前\",还说会\"加速成长\",现在终于要见分晓了。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 还记得<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$ </a>说的那句至理名言吗?\"我们正站在十年一遇的黄金机遇面前\",还说会\"加速成长\",现在终于要见分晓了。","text":"$NEBIUS(NBIS)$ 还记得$ARK Innovation ETF(ARKK)$ 说的那句至理名言吗?\"我们正站在十年一遇的黄金机遇面前\",还说会\"加速成长\",现在终于要见分晓了。","images":[{"img":"https://static.tigerbbs.com/e7a91ed8a39d61f4f1d731c53cf92136","width":"480","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502200691003560","isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":502215439016104,"gmtCreate":1763616815000,"gmtModify":1763646118433,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>和<a 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$英特尔(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/268569397964864","isVote":1,"tweetType":1,"viewCount":8944,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000254","authorId":"9000000000000254","name":"水果投资者","avatar":"https://static.tigerbbs.com/a281838218cd814d59c1e600e0b9f75f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000254","idStr":"9000000000000254"},"content":"这可不是一句笑话,你说得太对了!+1","text":"这可不是一句笑话,你说得太对了!+1","html":"这可不是一句笑话,你说得太对了!+1"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268281526198336,"gmtCreate":1706516937925,"gmtModify":1706517457410,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"htmlText":"微软AI 都领先全球了,但在AI之前他的股价也是表现相当不错的,你看微软没有移动互联网的安卓系统,没有 ios 系统,没有移动互联网的生态,靠桌面 Windows 和 office,再加点云也活的很好 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"微软AI 都领先全球了,但在AI之前他的股价也是表现相当不错的,你看微软没有移动互联网的安卓系统,没有 ios 系统,没有移动互联网的生态,靠桌面 Windows 和 office,再加点云也活的很好 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"微软AI 都领先全球了,但在AI之前他的股价也是表现相当不错的,你看微软没有移动互联网的安卓系统,没有 ios 系统,没有移动互联网的生态,靠桌面 Windows 和 office,再加点云也活的很好 $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/283effbd02ada955d439de5644fdf075","width":"889","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268281526198336","isVote":1,"tweetType":1,"viewCount":3572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":263627827245120,"gmtCreate":1705393122083,"gmtModify":1705393502199,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"htmlText":"嘉信理财的中国大陆客户可以直接购买大饼现货ETF,但富途和盈透的中国大陆客户不能买。所以嘉信理财的中国大陆客户要增加了?能买大饼现在绝对是一个核心竞争力啊家人们 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> <v-v data-views=\"1\"></v-v>","listText":"嘉信理财的中国大陆客户可以直接购买大饼现货ETF,但富途和盈透的中国大陆客户不能买。所以嘉信理财的中国大陆客户要增加了?能买大饼现在绝对是一个核心竞争力啊家人们 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> <v-v data-views=\"1\"></v-v>","text":"嘉信理财的中国大陆客户可以直接购买大饼现货ETF,但富途和盈透的中国大陆客户不能买。所以嘉信理财的中国大陆客户要增加了?能买大饼现在绝对是一个核心竞争力啊家人们 $iShares Bitcoin Trust(IBIT)$","images":[{"img":"https://static.tigerbbs.com/399aef40bdfaeb18cf079d7ea719f79e","width":"111","height":"115"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263627827245120","isVote":1,"tweetType":1,"viewCount":3573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":260793922486312,"gmtCreate":1704698373209,"gmtModify":1704698377466,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"htmlText":"假设币长期恒定在4.5万,最新的挖矿成本是3.8万,也就是说每个币赚7000,MARA减半前每月挖2000一年赚1.68亿,这还没算管理成本,减半之后挖矿成本翻倍7.2,没有ETF加持按之前短牛长熊的走法肯定是亏损的,减半前市值扣除持币和现金10亿,市值46亿折算PE27倍,减半后亏损,现在价格过高如何解释?倒算我们给20倍长期PE的话,当前市值减去10亿的币和现金,46亿需要每年2.3亿盈利,年产量减半12000枚,一枚要赚将近2万美金,也就是币价必须长期维持在9.2万,这个现实吗? <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"0\"></v-v>","listText":"假设币长期恒定在4.5万,最新的挖矿成本是3.8万,也就是说每个币赚7000,MARA减半前每月挖2000一年赚1.68亿,这还没算管理成本,减半之后挖矿成本翻倍7.2,没有ETF加持按之前短牛长熊的走法肯定是亏损的,减半前市值扣除持币和现金10亿,市值46亿折算PE27倍,减半后亏损,现在价格过高如何解释?倒算我们给20倍长期PE的话,当前市值减去10亿的币和现金,46亿需要每年2.3亿盈利,年产量减半12000枚,一枚要赚将近2万美金,也就是币价必须长期维持在9.2万,这个现实吗? <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"0\"></v-v>","text":"假设币长期恒定在4.5万,最新的挖矿成本是3.8万,也就是说每个币赚7000,MARA减半前每月挖2000一年赚1.68亿,这还没算管理成本,减半之后挖矿成本翻倍7.2,没有ETF加持按之前短牛长熊的走法肯定是亏损的,减半前市值扣除持币和现金10亿,市值46亿折算PE27倍,减半后亏损,现在价格过高如何解释?倒算我们给20倍长期PE的话,当前市值减去10亿的币和现金,46亿需要每年2.3亿盈利,年产量减半12000枚,一枚要赚将近2万美金,也就是币价必须长期维持在9.2万,这个现实吗? $Marathon Digital Holdings Inc(MARA)$","images":[{"img":"https://static.tigerbbs.com/ac8f3567773a7129a5829cdd176e1d2a","width":"299","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/260793922486312","isVote":1,"tweetType":1,"viewCount":2497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4139058718469922","authorId":"4139058718469922","name":"王翔__Shaun_","avatar":"https://static.tigerbbs.com/fc8ac0772fcb7a1c579be31063d2d018","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4139058718469922","idStr":"4139058718469922"},"content":"marathon的成本可没有这么高,你去看财报,目前电力成本才一万多美金一枚。。。不知道你看的哪一个网站的成本。","text":"marathon的成本可没有这么高,你去看财报,目前电力成本才一万多美金一枚。。。不知道你看的哪一个网站的成本。","html":"marathon的成本可没有这么高,你去看财报,目前电力成本才一万多美金一枚。。。不知道你看的哪一个网站的成本。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":504250410299568,"gmtCreate":1764091535000,"gmtModify":1764177900067,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 听说<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>要搞数据中心\"廉价芯片\"的消息,这对Nebius简直是久旱逢甘霖啊。老黄家的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>显卡价格估计要提前跳楼大甩卖,数据中心的建设成本一降,Nebius的利润空间这不就芝麻开花节节高了?","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 听说<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>要搞数据中心\"廉价芯片\"的消息,这对Nebius简直是久旱逢甘霖啊。老黄家的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>显卡价格估计要提前跳楼大甩卖,数据中心的建设成本一降,Nebius的利润空间这不就芝麻开花节节高了?","text":"$NEBIUS(NBIS)$ 听说$谷歌A(GOOGL)$ 要搞数据中心\"廉价芯片\"的消息,这对Nebius简直是久旱逢甘霖啊。老黄家的$英伟达(NVDA)$ 显卡价格估计要提前跳楼大甩卖,数据中心的建设成本一降,Nebius的利润空间这不就芝麻开花节节高了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504250410299568","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502378352070824,"gmtCreate":1763657921000,"gmtModify":1763715426073,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 财报数据形同虚设,合同与未来收益皆浮云。盈利能力无人问津,商业模式更似摆设。监管默许机构与对冲基金玩弄市场,我等每日见证金融犯罪上演,却无人问责...","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a><v-v data-views=\"1\"></v-v> 财报数据形同虚设,合同与未来收益皆浮云。盈利能力无人问津,商业模式更似摆设。监管默许机构与对冲基金玩弄市场,我等每日见证金融犯罪上演,却无人问责...","text":"$NEBIUS(NBIS)$ 财报数据形同虚设,合同与未来收益皆浮云。盈利能力无人问津,商业模式更似摆设。监管默许机构与对冲基金玩弄市场,我等每日见证金融犯罪上演,却无人问责...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502378352070824","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494006460113288,"gmtCreate":1761610402000,"gmtModify":1761663002811,"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>听说HYMTF最近要和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>、<a href=\"https://laohu8.com/S/SSNLF\">$三星电子(SSNLF)$ </a>还有Nebius开个秘密会议,据说是要搞自动驾驶大动作。现代这波AI布局来势汹汹,连Nebius的自动驾驶系统都给整上车了,看来真要all in无人驾驶赛道。","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a>听说HYMTF最近要和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>、<a href=\"https://laohu8.com/S/SSNLF\">$三星电子(SSNLF)$ </a>还有Nebius开个秘密会议,据说是要搞自动驾驶大动作。现代这波AI布局来势汹汹,连Nebius的自动驾驶系统都给整上车了,看来真要all in无人驾驶赛道。","text":"$NEBIUS(NBIS)$ 听说HYMTF最近要和$英伟达(NVDA)$ 、$三星电子(SSNLF)$ 还有Nebius开个秘密会议,据说是要搞自动驾驶大动作。现代这波AI布局来势汹汹,连Nebius的自动驾驶系统都给整上车了,看来真要all in无人驾驶赛道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494006460113288","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}