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有钱就有爱0
03-25
虽然在美国的增长看起来到了天花板,但是在中国的增长是真的猛呀... 24年中国营收增长了67%,已经接近10亿美金了。美国通胀一直下不来,其实对于这类运动品牌都不太友好,看看隔壁Nike的业绩也是一塌糊涂。此外,lululemon的男士业务线,貌似在美国反响一般,反倒是在中国很受欢迎。
$lululemon athletica(LULU)$
有钱就有爱0
03-25
今年是华为问界进军一线城市元年,理想销量势必受到分流。随着问界M9五座版和M8的推出,理想L8L9要被绞杀了。今年更看好赛力斯,也是打明牌了。
$理想汽车(LI)$
有钱就有爱0
03-20
英伟达CEO黄仁勋宣布推出新一代GPU Blackwell,第一款Blackwell芯片名为GB200,将于今年晚些时候上市。据CNBC消息,黄仁勋称,英伟达最新的AI芯片Blackwell售价将在3万美元至4万美元之间。
$英伟达(NVDA)$
有钱就有爱0
03-19
经过这三年时间飞行汽车从概念到实用迈出了巨大的步伐,接下来二年就是应用到城市的空中出租、空中物流、空中巡逻等等场景。此公司只要不出老千就能抓住风口。
$亿航智能(EH)$
有钱就有爱0
03-14
TT会被禁止吗?扎克好像是犹太人。建国同志现在成了希望,世界真奇妙。TT宁可关闭美国业务,也不要卖呀。张一鸣要顶住,别给学校丢脸。其实meta的APP做的一般般呀,为什么这么多用户。
$Meta Platforms(META)$
有钱就有爱0
03-14
当时我买的时候,企鹅的市值为600*95.9=5.75万亿港币。根据当时的汇率0.8227,人民币市值为4.73万亿。当年企鹅的投资上市公司和非上市公司的公允价值为1.5万亿。4.73万亿-1.5万亿=3.23万亿。对应的是一年赚1227亿人民币。对应的市盈率为3.23万亿/1227=26.32倍。当时的企鹅左看右看都非常优秀,为了避免踏空,在30倍以下买入,我觉得当时的决策没有太大的毛病呀。但是现在大家懂的都懂
$腾讯控股(00700)$
有钱就有爱0
02-23
理想的估值就凭那么高的价位带,去年卖了37.6万辆,2024年要卖80万辆,2025年要冲击160万辆。销量高增的同时,财务数据和现金流还非常棒。仅次于比亚迪的含金量
$理想汽车(LI)$
有钱就有爱0
02-01
微软一直是人工智能交易的最大受益者之一,其股价在过去12个月内上涨了50%。财报发布后,微软股价盘后跌了0.72%,市值仍超过3万亿美元,现在的目标价是465美元,可以说稳赚不赔了
$微软(MSFT)$
有钱就有爱0
02-01
meta的pytorch, llm都是业内第一流的,用户护城河很高,广告业务margin极高,目前在7大里面估值最低,forward PE 23.8,先要对meta有最基础的了解再看看吧
$Meta Platforms(META)$
有钱就有爱0
01-31
现在爆拉的话,顶着大盘高位,降息暂缓,比特币回调的风险,在减半还有2个多月的情况下,硬是爆拉上去,然后上帮一群25,30的解套,下帮15,18抄底的人吃安心丸,应该给庄家发红旗奖状
$Marathon Digital Holdings Inc(MARA)$
有钱就有爱0
01-30
大家没必要那么不看好jd,现在情况是很多垂直类电商死掉了。庞大的电商市场足以容纳3-4家大的电商公司,而京东的基本盘依然非常稳固,况且现在京东回归低价战略。有点说法的
$京东(JD)$
有钱就有爱0
01-30
还想骗多少人,下来我再沟点,财报后还表示一样跌,现在就使劲割吧,交付量破万也值得吹,今天估计是嗑药了,飞成这样,有你原形毕露的时候,等着吧
$Lucid Group Inc(LCID)$
有钱就有爱0
01-29
扎克伯格说Meta的长期愿景是建立通用人工智能,负责任地将其开源,并使其得到广泛可用,以便让每个人都能受益。先行者付出得多之后就有机会可以垄断,还是蛮有前景的
$Meta Platforms(META)$
有钱就有爱0
01-26
Mara目前不是建仓的时候,要等它再低下来,我看到个位数。现在关键节点是等比特币减半,现在已经突破30000了,减半只是时间问题,大家静观其变吧
$Marathon Digital Holdings Inc(MARA)$
有钱就有爱0
01-26
消息来源英特尔财报,其第一季度财报指引也较为悲观,影射行业预期下调。财报显示,虽然英特尔的PC业务正在复苏,但它在数据中心芯片市场上仍在丢失阵地。英特尔这波很令人失望啊
$英特尔(INTC)$
有钱就有爱0
01-25
个人感觉京东的问题跟恒大后期是一样的,已经没有话事人在经营企业了,内控估计也垮了,被各种内部白蚁在啃食。虽然外表看起来还是中规中矩,但是感觉没有活力了
$京东(JD)$
有钱就有爱0
01-24
十多年前微软股价一蹶不振的时候,有木有依赖比尔盖茨增持微软股票救市?不敢相信啊,现在微软已经是市值第一了,比尔盖茨还真的是神中神,微软唯一的灵魂
$微软(MSFT)$
有钱就有爱0
01-23
冰箱彩电大沙发版本答案?其他车企学会冰箱彩电大沙发,理想就会被抛弃?结果:大家的确都有了,但是理想的销量和订单还是绝对的第一梯队,消费者的选择还是很重要的
$理想汽车(LI)$
有钱就有爱0
01-23
1月22日,蔚来(NIO)开盘下跌3.8%,截至22:30,报5.83美元/股,成交1980.0万美元,感觉今年还是不温不火,每天一直这么跌也不是办法啊,这个换电今年能不能正式搞起来?
$蔚来(NIO)$
有钱就有爱0
01-22
目前除了微软本身就是巨头,AI方面应该只有meta是值得看看的吧,算力的优势太大了,大家都看好AI,结果很多都只是概念而已没有实际的东西,A股更是,现在还全是挖煤。。。
$Meta Platforms(META)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v>","listText":"TT会被禁止吗?扎克好像是犹太人。建国同志现在成了希望,世界真奇妙。TT宁可关闭美国业务,也不要卖呀。张一鸣要顶住,别给学校丢脸。其实meta的APP做的一般般呀,为什么这么多用户。 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v>","text":"TT会被禁止吗?扎克好像是犹太人。建国同志现在成了希望,世界真奇妙。TT宁可关闭美国业务,也不要卖呀。张一鸣要顶住,别给学校丢脸。其实meta的APP做的一般般呀,为什么这么多用户。 $Meta Platforms(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284262327255056","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284257877024808,"gmtCreate":1710415380326,"gmtModify":1710421467159,"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"当时我买的时候,企鹅的市值为600*95.9=5.75万亿港币。根据当时的汇率0.8227,人民币市值为4.73万亿。当年企鹅的投资上市公司和非上市公司的公允价值为1.5万亿。4.73万亿-1.5万亿=3.23万亿。对应的是一年赚1227亿人民币。对应的市盈率为3.23万亿/1227=26.32倍。当时的企鹅左看右看都非常优秀,为了避免踏空,在30倍以下买入,我觉得当时的决策没有太大的毛病呀。但是现在大家懂的都懂 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>","listText":"当时我买的时候,企鹅的市值为600*95.9=5.75万亿港币。根据当时的汇率0.8227,人民币市值为4.73万亿。当年企鹅的投资上市公司和非上市公司的公允价值为1.5万亿。4.73万亿-1.5万亿=3.23万亿。对应的是一年赚1227亿人民币。对应的市盈率为3.23万亿/1227=26.32倍。当时的企鹅左看右看都非常优秀,为了避免踏空,在30倍以下买入,我觉得当时的决策没有太大的毛病呀。但是现在大家懂的都懂 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>","text":"当时我买的时候,企鹅的市值为600*95.9=5.75万亿港币。根据当时的汇率0.8227,人民币市值为4.73万亿。当年企鹅的投资上市公司和非上市公司的公允价值为1.5万亿。4.73万亿-1.5万亿=3.23万亿。对应的是一年赚1227亿人民币。对应的市盈率为3.23万亿/1227=26.32倍。当时的企鹅左看右看都非常优秀,为了避免踏空,在30倍以下买入,我觉得当时的决策没有太大的毛病呀。但是现在大家懂的都懂 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$理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277072170037320","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269316198559752,"gmtCreate":1706773626737,"gmtModify":1706774983970,"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"微软一直是人工智能交易的最大受益者之一,其股价在过去12个月内上涨了50%。财报发布后,微软股价盘后跌了0.72%,市值仍超过3万亿美元,现在的目标价是465美元,可以说稳赚不赔了 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"微软一直是人工智能交易的最大受益者之一,其股价在过去12个月内上涨了50%。财报发布后,微软股价盘后跌了0.72%,市值仍超过3万亿美元,现在的目标价是465美元,可以说稳赚不赔了 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"微软一直是人工智能交易的最大受益者之一,其股价在过去12个月内上涨了50%。财报发布后,微软股价盘后跌了0.72%,市值仍超过3万亿美元,现在的目标价是465美元,可以说稳赚不赔了 $微软(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269316198559752","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269308823523344,"gmtCreate":1706771883530,"gmtModify":1706843904104,"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"meta的pytorch, llm都是业内第一流的,用户护城河很高,广告业务margin极高,目前在7大里面估值最低,forward PE 23.8,先要对meta有最基础的了解再看看吧 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>","listText":"meta的pytorch, llm都是业内第一流的,用户护城河很高,广告业务margin极高,目前在7大里面估值最低,forward PE 23.8,先要对meta有最基础的了解再看看吧 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>","text":"meta的pytorch, llm都是业内第一流的,用户护城河很高,广告业务margin极高,目前在7大里面估值最低,forward PE 23.8,先要对meta有最基础的了解再看看吧 $Meta Platforms(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/269308823523344","isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000243","authorId":"9000000000000243","name":"辛普森胜利队","avatar":"https://static.tigerbbs.com/3e323dbbc6c94364b37b3a4181851cf0","crmLevel":1,"crmLevelSwitch":0},"content":"烧掉广告业务说不定还算有点前途,就怕被大公司横扫一把!🔥","text":"烧掉广告业务说不定还算有点前途,就怕被大公司横扫一把!🔥","html":"烧掉广告业务说不定还算有点前途,就怕被大公司横扫一把!🔥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268961515159568,"gmtCreate":1706687091449,"gmtModify":1706688161874,"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"现在爆拉的话,顶着大盘高位,降息暂缓,比特币回调的风险,在减半还有2个多月的情况下,硬是爆拉上去,然后上帮一群25,30的解套,下帮15,18抄底的人吃安心丸,应该给庄家发红旗奖状 <a 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<v-v data-views=\"1\"></v-v>","text":"大家没必要那么不看好jd,现在情况是很多垂直类电商死掉了。庞大的电商市场足以容纳3-4家大的电商公司,而京东的基本盘依然非常稳固,况且现在京东回归低价战略。有点说法的 $京东(JD)$","images":[{"img":"https://static.tigerbbs.com/c920be37a7682f7b7654ed1259fe5cd0","width":"499","height":"333"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268617988112440","isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":268566291316792,"gmtCreate":1706586574297,"gmtModify":1706586577627,"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"还想骗多少人,下来我再沟点,财报后还表示一样跌,现在就使劲割吧,交付量破万也值得吹,今天估计是嗑药了,飞成这样,有你原形毕露的时候,等着吧 <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> <v-v data-views=\"0\"></v-v>","listText":"还想骗多少人,下来我再沟点,财报后还表示一样跌,现在就使劲割吧,交付量破万也值得吹,今天估计是嗑药了,飞成这样,有你原形毕露的时候,等着吧 <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> <v-v data-views=\"0\"></v-v>","text":"还想骗多少人,下来我再沟点,财报后还表示一样跌,现在就使劲割吧,交付量破万也值得吹,今天估计是嗑药了,飞成这样,有你原形毕露的时候,等着吧 $Lucid Group Inc(LCID)$","images":[{"img":"https://static.tigerbbs.com/be12df78e7bcaff4b7670f206e132679","width":"240","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268566291316792","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":268284256288824,"gmtCreate":1706517718088,"gmtModify":1706517722177,"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"扎克伯格说Meta的长期愿景是建立通用人工智能,负责任地将其开源,并使其得到广泛可用,以便让每个人都能受益。先行者付出得多之后就有机会可以垄断,还是蛮有前景的 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>","listText":"扎克伯格说Meta的长期愿景是建立通用人工智能,负责任地将其开源,并使其得到广泛可用,以便让每个人都能受益。先行者付出得多之后就有机会可以垄断,还是蛮有前景的 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>","text":"扎克伯格说Meta的长期愿景是建立通用人工智能,负责任地将其开源,并使其得到广泛可用,以便让每个人都能受益。先行者付出得多之后就有机会可以垄断,还是蛮有前景的 $Meta Platforms(META)$","images":[{"img":"https://static.tigerbbs.com/9c61e0a02911e087796bcf423d05add0","width":"1015","height":"392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268284256288824","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":267193489489976,"gmtCreate":1706255909075,"gmtModify":1706256875584,"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Mara目前不是建仓的时候,要等它再低下来,我看到个位数。现在关键节点是等比特币减半,现在已经突破30000了,减半只是时间问题,大家静观其变吧 <a 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