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雷斯司机
04-25
$苹果(AAPL)$
英伟达
$英伟达(NVDA)$
股价严重高估。苹果估值适中,但不是AI产业直接受益公司。看好微软
$微软(MSFT)$
,强大的软件综合整合能力,Al应用软件的主力开发商和提供商
雷斯司机
04-25
$Meta Platforms(META)$
和18年的那次大跌对比一下。上次并没有立即补上日线缺口,而是后来不断阴跌才补上的。
雷斯司机
04-23
$Marathon Digital Holdings Inc(MARA)$
mara pool矿池中算力都全部属于mara自己的吗?有没有其他公司加入矿池?
雷斯司机
04-16
$腾讯控股(00700)$
具体来说,移动用大约1.2万亿的经营资产创造了约1300亿净利润,大约11%的经营资产回报率,腾讯用不到5000亿的经营资产创造了1200亿的净利润,经营资产回报率约24%。但其实,资产负债表只是对可识别资产的会计记录,两家企业最值钱的资产都没有体现在资产负债表上,移动的是特许经营权(牌照),腾讯是用户心智。移动获取收入的方式很直接,直接从用户收费,年ARPU好像有600+(大致印象),不过要受到一定的管制。腾讯QQ和微信免费,需要通过其他手段把流量转化成收入,但是有机会选择某些高利润率的生意去转化,比如广告、游戏皮肤等。体现在利润表上就是腾讯的净利率更高。
雷斯司机
04-16
$美国超微公司(AMD)$
中短期的价格战是可行的,但长期是不可能的,最后形成寡头竞争,不断优化产品,造福社会,看 intel
$英特尔(INTC)$
和 AMD,1995年到2008年,性能快速进步,价格保持稳定,给到消费者的CPU性能越来越强,AMD一直在价格战,逼的 intel 没法挤牙膏。当然有的阶段AMD产品不给力,intel就开始躺着捞钱挤牙膏了。
雷斯司机
04-15
云计算是一个空间巨大、同时资金、技术门槛非常高的行业,技术强如谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
进入十几年后才盈利。
雷斯司机
04-15
经济下行企业自救!2022年6月,马斯克曾在一封发给特斯拉
$特斯拉(TSLA)$
高层的邮件中称,他对经济有一种“超级糟糕的感觉”,特斯拉需要裁减约10%。
雷斯司机
04-12
腾讯
$美团-W(03690)$
投资拼多多
$拼多多(PDD)$
很大的一点原因在于对黄峥本人的判断,我认为黄峥是一个非常了不起的创业者。Q:哪些地方了不起?A:他对于整个商业前景的判断,他的远见、执行能力非常了不起。所以我们见过他一面之后,基本上就做了这个决定。
雷斯司机
04-12
苹果昨晚大涨4.33%,报收175.04美元/股。传苹果
$苹果(AAPL)$
正在酝酿重大升级,让Mac电脑配置新一代芯片M4,AI功能加持将成为M4的亮点。突然就意识到一件事情,其实这种优秀的负责任的大型科技企业,只要坚持进取,创新,那么故事和未来都会有的。
雷斯司机
04-10
这个新东西,封闭型风投基金,spacex占34%权重,一只神奇的股票 持仓30%是spacex 还有一点点openai
$Destiny Tech100 Inc(DXYZ)$
雷斯司机
04-10
目前
$Coinbase Global, Inc.(COIN)$
这个走势要小心了,235作为日k分形走的还是有点弱。很有可能会跌破前期216的低点,然后看力度
雷斯司机
04-10
就算是非农数据爆表,美联储今年减少降息,难道结果就对AM D
$美国超微公司(AMD)$
影响最大吗?凭什么昨天就它跌幅这么大?我认为这里就是AMD的底了。
雷斯司机
04-08
微软
$微软(MSFT)$
听说又和OpenAI合作投资了1000万美金,这是铁了心要在AI上搞出点名堂啊
雷斯司机
04-08
美光
$美光科技(MU)$
从2022年Q4开始的上行周期,至今走了一年多,虽然股价大涨了一倍多,峰值已经比2021年的周期顶峰要高,但过去每一次顶峰,公司的股价高点都在逐次提升,对应的是营收的抬升(2021年除外),证明市场需求在每一次周期中都有增长。从营收上看,美光尚未达到这一轮周期的峰值,股价大概算刚爬到半山腰。
雷斯司机
04-03
虽然这两天感觉coin好猛
$Coinbase Global, Inc.(COIN)$
(跌的比饼多涨的比饼少),但是回调我还是觉得ibit和bitx更好啊这是思维局限吗
雷斯司机
04-03
三星向韩国云巨头 Naver 供应价值 7.52 亿美元的 Mach-1 AI 加速器芯片,目前还在谈判向微软和 Meta 供应这些芯片。 Naver 想要购买 150,000 到 200,000 台 Mach-1,每台售价为 3,756 美元。⚠️注意:Mach-1 是 Naver与三星联合开发的。此外,Naver 源自三星内部项目的公司,与三星的关系非常密切。
$美国超微公司(AMD)$
雷斯司机
04-02
目前美光
$美光科技(MU)$
PS 达到7倍,是十年来最高值,前两次周期顶峰,17年 PS 约2.5倍,21年 PS 约 4.5倍。目前存储芯片价格应该还没有达到顶峰状态,PS就达到7倍,远超前两次周期顶峰时的估值。
雷斯司机
04-02
之前买过一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石
$MicroStrategy Incorporated(MSTR)$
雷斯司机
04-01
国内eVTOL已经开始对外出海了,长脸啊,很可能又是下个弯道超车的赛道(很长期角度,毕竟商业化可能还早)。“空中出租车”这个定位还挺准确(而且还是5座),我觉得比叫“飞行汽车”靠谱得多。
$亿航智能(EH)$
雷斯司机
04-01
微策
$MicroStrategy Incorporated(MSTR)$
的走势与大饼负相关,大饼涨微策跌,与一些做空机构加大空仓力度有关系,不过最终还是要看大饼的走势,如果大饼突破7.3万创历史新高,那做空的就输多了。
去老虎APP查看更多动态
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,强大的软件综合整合能力,Al应用软件的主力开发商和提供商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/299066277904392","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299063798231064,"gmtCreate":1714048162429,"gmtModify":1714048174651,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> 和18年的那次大跌对比一下。上次并没有立即补上日线缺口,而是后来不断阴跌才补上的。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"0\"></v-v> 和18年的那次大跌对比一下。上次并没有立即补上日线缺口,而是后来不断阴跌才补上的。","text":"$Meta Platforms(META)$ 和18年的那次大跌对比一下。上次并没有立即补上日线缺口,而是后来不断阴跌才补上的。","images":[{"img":"https://static.tigerbbs.com/7e74c3de787b5523ec5a7b398ccd8e18","width":"1411","height":"1351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299063798231064","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298347461320832,"gmtCreate":1713876968956,"gmtModify":1713876970468,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> mara pool矿池中算力都全部属于mara自己的吗?有没有其他公司加入矿池?","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> mara pool矿池中算力都全部属于mara自己的吗?有没有其他公司加入矿池?","text":"$Marathon Digital Holdings Inc(MARA)$ mara pool矿池中算力都全部属于mara自己的吗?有没有其他公司加入矿池?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298347461320832","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295995344904352,"gmtCreate":1713273510397,"gmtModify":1713275310143,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","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> 具体来说,移动用大约1.2万亿的经营资产创造了约1300亿净利润,大约11%的经营资产回报率,腾讯用不到5000亿的经营资产创造了1200亿的净利润,经营资产回报率约24%。但其实,资产负债表只是对可识别资产的会计记录,两家企业最值钱的资产都没有体现在资产负债表上,移动的是特许经营权(牌照),腾讯是用户心智。移动获取收入的方式很直接,直接从用户收费,年ARPU好像有600+(大致印象),不过要受到一定的管制。腾讯QQ和微信免费,需要通过其他手段把流量转化成收入,但是有机会选择某些高利润率的生意去转化,比如广告、游戏皮肤等。体现在利润表上就是腾讯的净利率更高。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 具体来说,移动用大约1.2万亿的经营资产创造了约1300亿净利润,大约11%的经营资产回报率,腾讯用不到5000亿的经营资产创造了1200亿的净利润,经营资产回报率约24%。但其实,资产负债表只是对可识别资产的会计记录,两家企业最值钱的资产都没有体现在资产负债表上,移动的是特许经营权(牌照),腾讯是用户心智。移动获取收入的方式很直接,直接从用户收费,年ARPU好像有600+(大致印象),不过要受到一定的管制。腾讯QQ和微信免费,需要通过其他手段把流量转化成收入,但是有机会选择某些高利润率的生意去转化,比如广告、游戏皮肤等。体现在利润表上就是腾讯的净利率更高。","text":"$腾讯控股(00700)$ 具体来说,移动用大约1.2万亿的经营资产创造了约1300亿净利润,大约11%的经营资产回报率,腾讯用不到5000亿的经营资产创造了1200亿的净利润,经营资产回报率约24%。但其实,资产负债表只是对可识别资产的会计记录,两家企业最值钱的资产都没有体现在资产负债表上,移动的是特许经营权(牌照),腾讯是用户心智。移动获取收入的方式很直接,直接从用户收费,年ARPU好像有600+(大致印象),不过要受到一定的管制。腾讯QQ和微信免费,需要通过其他手段把流量转化成收入,但是有机会选择某些高利润率的生意去转化,比如广告、游戏皮肤等。体现在利润表上就是腾讯的净利率更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295995344904352","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295992783548648,"gmtCreate":1713272784004,"gmtModify":1713323233414,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","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> 中短期的价格战是可行的,但长期是不可能的,最后形成寡头竞争,不断优化产品,造福社会,看 intel <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 和 AMD,1995年到2008年,性能快速进步,价格保持稳定,给到消费者的CPU性能越来越强,AMD一直在价格战,逼的 intel 没法挤牙膏。当然有的阶段AMD产品不给力,intel就开始躺着捞钱挤牙膏了。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> 中短期的价格战是可行的,但长期是不可能的,最后形成寡头竞争,不断优化产品,造福社会,看 intel <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 和 AMD,1995年到2008年,性能快速进步,价格保持稳定,给到消费者的CPU性能越来越强,AMD一直在价格战,逼的 intel 没法挤牙膏。当然有的阶段AMD产品不给力,intel就开始躺着捞钱挤牙膏了。","text":"$美国超微公司(AMD)$ 中短期的价格战是可行的,但长期是不可能的,最后形成寡头竞争,不断优化产品,造福社会,看 intel $英特尔(INTC)$ 和 AMD,1995年到2008年,性能快速进步,价格保持稳定,给到消费者的CPU性能越来越强,AMD一直在价格战,逼的 intel 没法挤牙膏。当然有的阶段AMD产品不给力,intel就开始躺着捞钱挤牙膏了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295992783548648","isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295643058245792,"gmtCreate":1713187502912,"gmtModify":1713187504976,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"云计算是一个空间巨大、同时资金、技术门槛非常高的行业,技术强如谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v> 进入十几年后才盈利。","listText":"云计算是一个空间巨大、同时资金、技术门槛非常高的行业,技术强如谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v> 进入十几年后才盈利。","text":"云计算是一个空间巨大、同时资金、技术门槛非常高的行业,技术强如谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 进入十几年后才盈利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295643058245792","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295641459187944,"gmtCreate":1713187011455,"gmtModify":1713189964315,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"经济下行企业自救!2022年6月,马斯克曾在一封发给特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 高层的邮件中称,他对经济有一种“超级糟糕的感觉”,特斯拉需要裁减约10%。","listText":"经济下行企业自救!2022年6月,马斯克曾在一封发给特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 高层的邮件中称,他对经济有一种“超级糟糕的感觉”,特斯拉需要裁减约10%。","text":"经济下行企业自救!2022年6月,马斯克曾在一封发给特斯拉 $特斯拉(TSLA)$ 高层的邮件中称,他对经济有一种“超级糟糕的感觉”,特斯拉需要裁减约10%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295641459187944","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294516344356880,"gmtCreate":1712929241870,"gmtModify":1712929244280,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"腾讯 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 投资拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 很大的一点原因在于对黄峥本人的判断,我认为黄峥是一个非常了不起的创业者。Q:哪些地方了不起?A:他对于整个商业前景的判断,他的远见、执行能力非常了不起。所以我们见过他一面之后,基本上就做了这个决定。","listText":"腾讯 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 投资拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 很大的一点原因在于对黄峥本人的判断,我认为黄峥是一个非常了不起的创业者。Q:哪些地方了不起?A:他对于整个商业前景的判断,他的远见、执行能力非常了不起。所以我们见过他一面之后,基本上就做了这个决定。","text":"腾讯 $美团-W(03690)$ 投资拼多多 $拼多多(PDD)$ 很大的一点原因在于对黄峥本人的判断,我认为黄峥是一个非常了不起的创业者。Q:哪些地方了不起?A:他对于整个商业前景的判断,他的远见、执行能力非常了不起。所以我们见过他一面之后,基本上就做了这个决定。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294516344356880","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294513237909520,"gmtCreate":1712928483460,"gmtModify":1712928485404,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"苹果昨晚大涨4.33%,报收175.04美元/股。传苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 正在酝酿重大升级,让Mac电脑配置新一代芯片M4,AI功能加持将成为M4的亮点。突然就意识到一件事情,其实这种优秀的负责任的大型科技企业,只要坚持进取,创新,那么故事和未来都会有的。","listText":"苹果昨晚大涨4.33%,报收175.04美元/股。传苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 正在酝酿重大升级,让Mac电脑配置新一代芯片M4,AI功能加持将成为M4的亮点。突然就意识到一件事情,其实这种优秀的负责任的大型科技企业,只要坚持进取,创新,那么故事和未来都会有的。","text":"苹果昨晚大涨4.33%,报收175.04美元/股。传苹果 $苹果(AAPL)$ 正在酝酿重大升级,让Mac电脑配置新一代芯片M4,AI功能加持将成为M4的亮点。突然就意识到一件事情,其实这种优秀的负责任的大型科技企业,只要坚持进取,创新,那么故事和未来都会有的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294513237909520","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293863415402672,"gmtCreate":1712748959506,"gmtModify":1712748960955,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这个新东西,封闭型风投基金,spacex占34%权重,一只神奇的股票 持仓30%是spacex 还有一点点openai <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a>","listText":"这个新东西,封闭型风投基金,spacex占34%权重,一只神奇的股票 持仓30%是spacex 还有一点点openai <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a>","text":"这个新东西,封闭型风投基金,spacex占34%权重,一只神奇的股票 持仓30%是spacex 还有一点点openai $Destiny Tech100 Inc(DXYZ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293863415402672","isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293861806670000,"gmtCreate":1712748566749,"gmtModify":1712748571956,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"目前 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 这个走势要小心了,235作为日k分形走的还是有点弱。很有可能会跌破前期216的低点,然后看力度","listText":"目前 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 这个走势要小心了,235作为日k分形走的还是有点弱。很有可能会跌破前期216的低点,然后看力度","text":"目前 $Coinbase Global, Inc.(COIN)$ 这个走势要小心了,235作为日k分形走的还是有点弱。很有可能会跌破前期216的低点,然后看力度","images":[{"img":"https://static.tigerbbs.com/aaf266976f890bbe980ff5a6b1faa099","width":"853","height":"677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293861806670000","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293859638980784,"gmtCreate":1712748037528,"gmtModify":1712748197607,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"就算是非农数据爆表,美联储今年减少降息,难道结果就对AM D <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 影响最大吗?凭什么昨天就它跌幅这么大?我认为这里就是AMD的底了。","listText":"就算是非农数据爆表,美联储今年减少降息,难道结果就对AM D <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 影响最大吗?凭什么昨天就它跌幅这么大?我认为这里就是AMD的底了。","text":"就算是非农数据爆表,美联储今年减少降息,难道结果就对AM D $美国超微公司(AMD)$ 影响最大吗?凭什么昨天就它跌幅这么大?我认为这里就是AMD的底了。","images":[{"img":"https://static.tigerbbs.com/2899afadce6362c6657f11f053dc20a7","width":"258","height":"226"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293859638980784","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293116467933336,"gmtCreate":1712585042784,"gmtModify":1712585050675,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 听说又和OpenAI合作投资了1000万美金,这是铁了心要在AI上搞出点名堂啊","listText":"微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 听说又和OpenAI合作投资了1000万美金,这是铁了心要在AI上搞出点名堂啊","text":"微软 $微软(MSFT)$ 听说又和OpenAI合作投资了1000万美金,这是铁了心要在AI上搞出点名堂啊","images":[{"img":"https://static.tigerbbs.com/b0d1265c430f49b45595c07c8e8bb873","width":"543","height":"501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293116467933336","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293114771128472,"gmtCreate":1712584628525,"gmtModify":1712584630439,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>从2022年Q4开始的上行周期,至今走了一年多,虽然股价大涨了一倍多,峰值已经比2021年的周期顶峰要高,但过去每一次顶峰,公司的股价高点都在逐次提升,对应的是营收的抬升(2021年除外),证明市场需求在每一次周期中都有增长。从营收上看,美光尚未达到这一轮周期的峰值,股价大概算刚爬到半山腰。","listText":"美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>从2022年Q4开始的上行周期,至今走了一年多,虽然股价大涨了一倍多,峰值已经比2021年的周期顶峰要高,但过去每一次顶峰,公司的股价高点都在逐次提升,对应的是营收的抬升(2021年除外),证明市场需求在每一次周期中都有增长。从营收上看,美光尚未达到这一轮周期的峰值,股价大概算刚爬到半山腰。","text":"美光 $美光科技(MU)$ 从2022年Q4开始的上行周期,至今走了一年多,虽然股价大涨了一倍多,峰值已经比2021年的周期顶峰要高,但过去每一次顶峰,公司的股价高点都在逐次提升,对应的是营收的抬升(2021年除外),证明市场需求在每一次周期中都有增长。从营收上看,美光尚未达到这一轮周期的峰值,股价大概算刚爬到半山腰。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293114771128472","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291337373421608,"gmtCreate":1712149505058,"gmtModify":1712149510512,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"虽然这两天感觉coin好猛 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>(跌的比饼多涨的比饼少),但是回调我还是觉得ibit和bitx更好啊这是思维局限吗","listText":"虽然这两天感觉coin好猛 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>(跌的比饼多涨的比饼少),但是回调我还是觉得ibit和bitx更好啊这是思维局限吗","text":"虽然这两天感觉coin好猛 $Coinbase Global, Inc.(COIN)$ (跌的比饼多涨的比饼少),但是回调我还是觉得ibit和bitx更好啊这是思维局限吗","images":[{"img":"https://static.tigerbbs.com/14ff83c292c32f540f088d18490c6373","width":"449","height":"452"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291337373421608","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291334699884584,"gmtCreate":1712148852340,"gmtModify":1712148853708,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"三星向韩国云巨头 Naver 供应价值 7.52 亿美元的 Mach-1 AI 加速器芯片,目前还在谈判向微软和 Meta 供应这些芯片。 Naver 想要购买 150,000 到 200,000 台 Mach-1,每台售价为 3,756 美元。⚠️注意:Mach-1 是 Naver与三星联合开发的。此外,Naver 源自三星内部项目的公司,与三星的关系非常密切。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","listText":"三星向韩国云巨头 Naver 供应价值 7.52 亿美元的 Mach-1 AI 加速器芯片,目前还在谈判向微软和 Meta 供应这些芯片。 Naver 想要购买 150,000 到 200,000 台 Mach-1,每台售价为 3,756 美元。⚠️注意:Mach-1 是 Naver与三星联合开发的。此外,Naver 源自三星内部项目的公司,与三星的关系非常密切。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","text":"三星向韩国云巨头 Naver 供应价值 7.52 亿美元的 Mach-1 AI 加速器芯片,目前还在谈判向微软和 Meta 供应这些芯片。 Naver 想要购买 150,000 到 200,000 台 Mach-1,每台售价为 3,756 美元。⚠️注意:Mach-1 是 Naver与三星联合开发的。此外,Naver 源自三星内部项目的公司,与三星的关系非常密切。 $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291334699884584","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290982247890984,"gmtCreate":1712062804489,"gmtModify":1712062806340,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"目前美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> PS 达到7倍,是十年来最高值,前两次周期顶峰,17年 PS 约2.5倍,21年 PS 约 4.5倍。目前存储芯片价格应该还没有达到顶峰状态,PS就达到7倍,远超前两次周期顶峰时的估值。","listText":"目前美光 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> PS 达到7倍,是十年来最高值,前两次周期顶峰,17年 PS 约2.5倍,21年 PS 约 4.5倍。目前存储芯片价格应该还没有达到顶峰状态,PS就达到7倍,远超前两次周期顶峰时的估值。","text":"目前美光 $美光科技(MU)$ PS 达到7倍,是十年来最高值,前两次周期顶峰,17年 PS 约2.5倍,21年 PS 约 4.5倍。目前存储芯片价格应该还没有达到顶峰状态,PS就达到7倍,远超前两次周期顶峰时的估值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290982247890984","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290980264349736,"gmtCreate":1712062320226,"gmtModify":1712062321807,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"之前买过一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","listText":"之前买过一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","text":"之前买过一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石 $MicroStrategy Incorporated(MSTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290980264349736","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628442689552,"gmtCreate":1711976311877,"gmtModify":1711976313374,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"国内eVTOL已经开始对外出海了,长脸啊,很可能又是下个弯道超车的赛道(很长期角度,毕竟商业化可能还早)。“空中出租车”这个定位还挺准确(而且还是5座),我觉得比叫“飞行汽车”靠谱得多。 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>","listText":"国内eVTOL已经开始对外出海了,长脸啊,很可能又是下个弯道超车的赛道(很长期角度,毕竟商业化可能还早)。“空中出租车”这个定位还挺准确(而且还是5座),我觉得比叫“飞行汽车”靠谱得多。 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>","text":"国内eVTOL已经开始对外出海了,长脸啊,很可能又是下个弯道超车的赛道(很长期角度,毕竟商业化可能还早)。“空中出租车”这个定位还挺准确(而且还是5座),我觉得比叫“飞行汽车”靠谱得多。 $亿航智能(EH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290628442689552","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625709637672,"gmtCreate":1711975759017,"gmtModify":1711975760845,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的走势与大饼负相关,大饼涨微策跌,与一些做空机构加大空仓力度有关系,不过最终还是要看大饼的走势,如果大饼突破7.3万创历史新高,那做空的就输多了。","listText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的走势与大饼负相关,大饼涨微策跌,与一些做空机构加大空仓力度有关系,不过最终还是要看大饼的走势,如果大饼突破7.3万创历史新高,那做空的就输多了。","text":"微策 $MicroStrategy Incorporated(MSTR)$ 的走势与大饼负相关,大饼涨微策跌,与一些做空机构加大空仓力度有关系,不过最终还是要看大饼的走势,如果大饼突破7.3万创历史新高,那做空的就输多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/290625709637672","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4160170410034192","authorId":"4160170410034192","name":"Michelle1979","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":286414157066280,"gmtCreate":1710942880952,"gmtModify":1711003358352,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"趁着大饼调整,把cb加到满意的仓位,也把之前跑了的矿股重新捡回来。 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>剩下的就等大饼如果能跌倒5w出头,就把mstr <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 买回来","listText":"趁着大饼调整,把cb加到满意的仓位,也把之前跑了的矿股重新捡回来。 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>剩下的就等大饼如果能跌倒5w出头,就把mstr <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 买回来","text":"趁着大饼调整,把cb加到满意的仓位,也把之前跑了的矿股重新捡回来。 $Coinbase Global, Inc.(COIN)$ 剩下的就等大饼如果能跌倒5w出头,就把mstr $MicroStrategy Incorporated(MSTR)$ 买回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/286414157066280","isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277115618865168,"gmtCreate":1708686021183,"gmtModify":1708686134085,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"一直以来我对国内电商竞争格局是这样理解的,认为拼多多在新旧电商中,都居于一个非常有优势的地位,增长是可持续的。在旧电商格局中,拼多多依然在蚕食淘宝、京东的市场份额。在新电商格局中,抖音快手不伤及拼多多,还是在做大增量。如果抖音快手无法建立有效护城河,留住用户,这部分用户迟早会流入拼多多。现在淘宝 <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> 、京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 、抖音终于都不约而同,把目光聚焦到了拼多多身上。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"一直以来我对国内电商竞争格局是这样理解的,认为拼多多在新旧电商中,都居于一个非常有优势的地位,增长是可持续的。在旧电商格局中,拼多多依然在蚕食淘宝、京东的市场份额。在新电商格局中,抖音快手不伤及拼多多,还是在做大增量。如果抖音快手无法建立有效护城河,留住用户,这部分用户迟早会流入拼多多。现在淘宝 <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> 、京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 、抖音终于都不约而同,把目光聚焦到了拼多多身上。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"一直以来我对国内电商竞争格局是这样理解的,认为拼多多在新旧电商中,都居于一个非常有优势的地位,增长是可持续的。在旧电商格局中,拼多多依然在蚕食淘宝、京东的市场份额。在新电商格局中,抖音快手不伤及拼多多,还是在做大增量。如果抖音快手无法建立有效护城河,留住用户,这部分用户迟早会流入拼多多。现在淘宝 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 、京东 $京东(JD)$ 、抖音终于都不约而同,把目光聚焦到了拼多多身上。 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/277115618865168","isVote":1,"tweetType":1,"viewCount":5853,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000666","authorId":"9000000000000666","name":"听风于野","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"别抖抖擞擞,还是得加油哦,别让\"老大哥们\"给你围猎了。","text":"别抖抖擞擞,还是得加油哦,别让\"老大哥们\"给你围猎了。","html":"别抖抖擞擞,还是得加油哦,别让\"老大哥们\"给你围猎了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267114403774752,"gmtCreate":1706245466076,"gmtModify":1706524900576,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不管是阿里还是腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,估值都已经非常低了。按照今天(美股昨天)收盘后的股价,阿里的滚动市盈率(TTM)只有10倍,腾讯只有12倍,这已经不是互联网的估值,甚至低于很多几乎零增长的传统行业估值。作为对比,谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 的滚动市盈率是27倍,微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 是38倍,苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是31倍,Facebook <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 是33倍,亚马逊 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 是80倍,英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 是78倍。 <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>","listText":"不管是阿里还是腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ,估值都已经非常低了。按照今天(美股昨天)收盘后的股价,阿里的滚动市盈率(TTM)只有10倍,腾讯只有12倍,这已经不是互联网的估值,甚至低于很多几乎零增长的传统行业估值。作为对比,谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 的滚动市盈率是27倍,微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 是38倍,苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是31倍,Facebook <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 是33倍,亚马逊 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 是80倍,英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 是78倍。 <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>","text":"不管是阿里还是腾讯 $腾讯控股(00700)$ ,估值都已经非常低了。按照今天(美股昨天)收盘后的股价,阿里的滚动市盈率(TTM)只有10倍,腾讯只有12倍,这已经不是互联网的估值,甚至低于很多几乎零增长的传统行业估值。作为对比,谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 的滚动市盈率是27倍,微软 $微软(MSFT)$ 是38倍,苹果 $苹果(AAPL)$ 是31倍,Facebook $Meta Platforms(META)$ 是33倍,亚马逊 $亚马逊(AMZN)$ 是80倍,英伟达 $英伟达(NVDA)$ 是78倍。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[{"img":"https://static.tigerbbs.com/4cd2a0b3f83d95917cf3112c0f7d6b10","width":"387","height":"331"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/267114403774752","isVote":1,"tweetType":1,"viewCount":6131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575695026604385","authorId":"3575695026604385","name":"未料胜先料败","avatar":"https://static.tigerbbs.com/c2e8677352e7c66bc689e7dce846548c","crmLevel":9,"crmLevelSwitch":1},"content":"确实!没有成长的公司又不定期分红,连价值股都算不上,留着干嘛?还得跌30%,等牛市来了、有了新概念才能买!","text":"确实!没有成长的公司又不定期分红,连价值股都算不上,留着干嘛?还得跌30%,等牛市来了、有了新概念才能买!","html":"确实!没有成长的公司又不定期分红,连价值股都算不上,留着干嘛?还得跌30%,等牛市来了、有了新概念才能买!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290625709637672,"gmtCreate":1711975759017,"gmtModify":1711975760845,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的走势与大饼负相关,大饼涨微策跌,与一些做空机构加大空仓力度有关系,不过最终还是要看大饼的走势,如果大饼突破7.3万创历史新高,那做空的就输多了。","listText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的走势与大饼负相关,大饼涨微策跌,与一些做空机构加大空仓力度有关系,不过最终还是要看大饼的走势,如果大饼突破7.3万创历史新高,那做空的就输多了。","text":"微策 $MicroStrategy Incorporated(MSTR)$ 的走势与大饼负相关,大饼涨微策跌,与一些做空机构加大空仓力度有关系,不过最终还是要看大饼的走势,如果大饼突破7.3万创历史新高,那做空的就输多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/290625709637672","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4160170410034192","authorId":"4160170410034192","name":"Michelle1979","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249951347298328,"gmtCreate":1702040089804,"gmtModify":1702042018589,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看了拼多多黄峥的访谈视频,认知非常高,领先几条街。低价是个普世需求。不管是有钱人还是穷人,都有以“实惠的价格”买到“想要的东西”的需求。基于这一条的深刻认知,决定了拼多多的崛起,也决定了阿里和京东的衰败 <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/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>","listText":"看了拼多多黄峥的访谈视频,认知非常高,领先几条街。低价是个普世需求。不管是有钱人还是穷人,都有以“实惠的价格”买到“想要的东西”的需求。基于这一条的深刻认知,决定了拼多多的崛起,也决定了阿里和京东的衰败 <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/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>","text":"看了拼多多黄峥的访谈视频,认知非常高,领先几条街。低价是个普世需求。不管是有钱人还是穷人,都有以“实惠的价格”买到“想要的东西”的需求。基于这一条的深刻认知,决定了拼多多的崛起,也决定了阿里和京东的衰败 $拼多多(PDD)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ $京东(JD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/249951347298328","isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0},"content":"估计也只有这里有这样的低价,也只有这里的人敢享用这样低价的商品吧。","text":"估计也只有这里有这样的低价,也只有这里的人敢享用这样低价的商品吧。","html":"估计也只有这里有这样的低价,也只有这里的人敢享用这样低价的商品吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264448412676104,"gmtCreate":1705583841619,"gmtModify":1705583843051,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"nio当年因为啥可以达到过1360亿美金的估值?在大型纯电SUV市场,华为的m9纯电版比蔚来es8卖的贵卖的多,蔚来护住什么了? [疑问][疑问][疑问] <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"nio当年因为啥可以达到过1360亿美金的估值?在大型纯电SUV市场,华为的m9纯电版比蔚来es8卖的贵卖的多,蔚来护住什么了? [疑问][疑问][疑问] <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"nio当年因为啥可以达到过1360亿美金的估值?在大型纯电SUV市场,华为的m9纯电版比蔚来es8卖的贵卖的多,蔚来护住什么了? [疑问][疑问][疑问] $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/264448412676104","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"鱼头up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":5,"crmLevelSwitch":0},"content":"之前从没有到过这么高的市值,最高也就不到1000亿,你这是这是股票增发后计算的市值吧","text":"之前从没有到过这么高的市值,最高也就不到1000亿,你这是这是股票增发后计算的市值吧","html":"之前从没有到过这么高的市值,最高也就不到1000亿,你这是这是股票增发后计算的市值吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288881020842000,"gmtCreate":1711549695215,"gmtModify":1711550066369,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这次原本准备买一辆蔚来的EC7,都已经下定了,结果发现蔚来给特定企业的员工有额外3.5万的优惠,也就是50万的车额外给他们7%的折扣,蔚来这么做真的是把普通用户当傻子,普通用户凭什么就要多花3.5万买蔚来的车?从这一点上看,蔚来的营销绝对是有很大的问题。 <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>","listText":"这次原本准备买一辆蔚来的EC7,都已经下定了,结果发现蔚来给特定企业的员工有额外3.5万的优惠,也就是50万的车额外给他们7%的折扣,蔚来这么做真的是把普通用户当傻子,普通用户凭什么就要多花3.5万买蔚来的车?从这一点上看,蔚来的营销绝对是有很大的问题。 <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>","text":"这次原本准备买一辆蔚来的EC7,都已经下定了,结果发现蔚来给特定企业的员工有额外3.5万的优惠,也就是50万的车额外给他们7%的折扣,蔚来这么做真的是把普通用户当傻子,普通用户凭什么就要多花3.5万买蔚来的车?从这一点上看,蔚来的营销绝对是有很大的问题。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":2,"link":"https://laohu8.com/post/288881020842000","isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0},"content":"这倒是正常的,很多车企都有,我受不了的是蔚来改款的小气,看看极氪001的改款吧,多有诚意。","text":"这倒是正常的,很多车企都有,我受不了的是蔚来改款的小气,看看极氪001的改款吧,多有诚意。","html":"这倒是正常的,很多车企都有,我受不了的是蔚来改款的小气,看看极氪001的改款吧,多有诚意。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286685914497040,"gmtCreate":1711009088326,"gmtModify":1711009090136,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看过蔚来门店实车,也试驾了一下。就我个人而言,感觉总体不值他的价钱。主要是内饰用料,不管环不环保啥的,都就是不够豪华,比同价位BBA差一些。尤其是ET5,这个车如此局促,用料不豪华,怎么能卖30万? <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>","listText":"看过蔚来门店实车,也试驾了一下。就我个人而言,感觉总体不值他的价钱。主要是内饰用料,不管环不环保啥的,都就是不够豪华,比同价位BBA差一些。尤其是ET5,这个车如此局促,用料不豪华,怎么能卖30万? <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>","text":"看过蔚来门店实车,也试驾了一下。就我个人而言,感觉总体不值他的价钱。主要是内饰用料,不管环不环保啥的,都就是不够豪华,比同价位BBA差一些。尤其是ET5,这个车如此局促,用料不豪华,怎么能卖30万? $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/286685914497040","isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498606706555261","authorId":"3498606706555261","name":"财神爷显灵","avatar":"https://static.tigerbbs.com/5aed8150a364196a925b61d5cd2aebb1","crmLevel":4,"crmLevelSwitch":0},"content":"正解!说蔚来高端的,无非是他们的意淫yy,或者纯粹为了高利润,看看极氪就知道了,蔚忠贤们醒醒吧","text":"正解!说蔚来高端的,无非是他们的意淫yy,或者纯粹为了高利润,看看极氪就知道了,蔚忠贤们醒醒吧","html":"正解!说蔚来高端的,无非是他们的意淫yy,或者纯粹为了高利润,看看极氪就知道了,蔚忠贤们醒醒吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268277677465664,"gmtCreate":1706515998292,"gmtModify":1706515999641,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我看好微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>,位置在ai上的提前布局,取得了极大的成效,业绩会爆发!","listText":"我看好微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>,位置在ai上的提前布局,取得了极大的成效,业绩会爆发!","text":"我看好微软 $微软(MSFT)$ ,位置在ai上的提前布局,取得了极大的成效,业绩会爆发!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268277677465664","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260884057305128,"gmtCreate":1704720378779,"gmtModify":1704723027526,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a> 固态电池技术获得突破。大众集团子公司使用Quantumscape固态电池进行耐力测试,结果表明其可实现50万公里的超长寿命。受此刺激,美股固态电池股Quantumscape上涨43.08%。锂电池核心技术和技术突破依然发生在欧美日!","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a> 固态电池技术获得突破。大众集团子公司使用Quantumscape固态电池进行耐力测试,结果表明其可实现50万公里的超长寿命。受此刺激,美股固态电池股Quantumscape上涨43.08%。锂电池核心技术和技术突破依然发生在欧美日!","text":"$Quantumscape Corp.(QS)$ 固态电池技术获得突破。大众集团子公司使用Quantumscape固态电池进行耐力测试,结果表明其可实现50万公里的超长寿命。受此刺激,美股固态电池股Quantumscape上涨43.08%。锂电池核心技术和技术突破依然发生在欧美日!","images":[{"img":"https://static.tigerbbs.com/d24fbcf836c1432028825dd66c300e30","width":"331","height":"383"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260884057305128","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241718650200064,"gmtCreate":1700049694929,"gmtModify":1700049697148,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>给我儿子定投的纳斯达克基金 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> ,今年大赚,明年他们降息,还会继续涨。巴菲特人家都说很清楚了,护城河理论。微软苹果特斯拉,可口可乐全球每一个角落。投资是为了赚钱,其他没什么好讲的。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a>","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>给我儿子定投的纳斯达克基金 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> ,今年大赚,明年他们降息,还会继续涨。巴菲特人家都说很清楚了,护城河理论。微软苹果特斯拉,可口可乐全球每一个角落。投资是为了赚钱,其他没什么好讲的。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a>","text":"$微软(MSFT)$ 给我儿子定投的纳斯达克基金 $纳斯达克(.IXIC)$ ,今年大赚,明年他们降息,还会继续涨。巴菲特人家都说很清楚了,护城河理论。微软苹果特斯拉,可口可乐全球每一个角落。投资是为了赚钱,其他没什么好讲的。 $苹果(AAPL)$ $特斯拉(TSLA)$ $可口可乐(KO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/241718650200064","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541015803020623","authorId":"3541015803020623","name":"辉_0738","avatar":"https://static.tigerbbs.com/318ccac02563405df5e91442695a43e3","crmLevel":2,"crmLevelSwitch":0},"content":"相信国运,定投纳指!","text":"相信国运,定投纳指!","html":"相信国运,定投纳指!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281763970904160,"gmtCreate":1709816058775,"gmtModify":1709816060099,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","listText":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","text":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281763970904160","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276417968595048,"gmtCreate":1708503725412,"gmtModify":1708503877956,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这个妖股的市盈率690,这不是妖股是什么?英伟达的市盈率才94。arm还能比英伟达有前途?我就怀疑,孙在坐庄,但大庄家出货,难上加难,韭菜不够呀!!!也可能人家就没想着出货,先把自己股票市值做大,然后抵押银行(可以贷更多钱),贷款解救燃眉之急… <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a>","listText":"这个妖股的市盈率690,这不是妖股是什么?英伟达的市盈率才94。arm还能比英伟达有前途?我就怀疑,孙在坐庄,但大庄家出货,难上加难,韭菜不够呀!!!也可能人家就没想着出货,先把自己股票市值做大,然后抵押银行(可以贷更多钱),贷款解救燃眉之急… <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a>","text":"这个妖股的市盈率690,这不是妖股是什么?英伟达的市盈率才94。arm还能比英伟达有前途?我就怀疑,孙在坐庄,但大庄家出货,难上加难,韭菜不够呀!!!也可能人家就没想着出货,先把自己股票市值做大,然后抵押银行(可以贷更多钱),贷款解救燃眉之急… $ARM Holdings Ltd(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/276417968595048","isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286086297288720,"gmtCreate":1710862697406,"gmtModify":1710907417441,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"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> 价格比小鹏 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 高那么多,销量差不多,你说谁先死,而且换电站独一无二,前期投入大而已","listText":"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> 价格比小鹏 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 高那么多,销量差不多,你说谁先死,而且换电站独一无二,前期投入大而已","text":"蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 价格比小鹏 $小鹏汽车(XPEV)$ 高那么多,销量差不多,你说谁先死,而且换电站独一无二,前期投入大而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/286086297288720","isVote":1,"tweetType":1,"viewCount":1921,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498606706555261","authorId":"3498606706555261","name":"财神爷显灵","avatar":"https://static.tigerbbs.com/5aed8150a364196a925b61d5cd2aebb1","crmLevel":4,"crmLevelSwitch":0},"content":"小鹏起码敢继续以价换量,蔚来敢么?以蔚来的德行,第二品牌价格大概率继续20以上,这个市场有多拥挤呢?蔚来销量已经这样了,第二品牌如果继续卖不动,你说谁先倒?","text":"小鹏起码敢继续以价换量,蔚来敢么?以蔚来的德行,第二品牌价格大概率继续20以上,这个市场有多拥挤呢?蔚来销量已经这样了,第二品牌如果继续卖不动,你说谁先倒?","html":"小鹏起码敢继续以价换量,蔚来敢么?以蔚来的德行,第二品牌价格大概率继续20以上,这个市场有多拥挤呢?蔚来销量已经这样了,第二品牌如果继续卖不动,你说谁先倒?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254730601410568,"gmtCreate":1703226046975,"gmtModify":1703226048323,"author":{"id":"9000000000000283","authorId":"9000000000000283","name":"雷斯司机","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来是新能源领域的未来,最近几年除了高科技领域没什么噱头,其他的方面可圈可点,蔚来公司是一个能源公司,并不是一个单纯的汽车公司 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v> 和 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ,微软还因此焕发第二春。亚马逊和微软财报里云计算数据和市值变化值得好好研究。","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 提出了云计算概念,但真正赚到大钱的是 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v> 和 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ,微软还因此焕发第二春。亚马逊和微软财报里云计算数据和市值变化值得好好研究。","text":"$谷歌A(GOOGL)$ 提出了云计算概念,但真正赚到大钱的是 $亚马逊(AMZN)$ 和 $微软(MSFT)$ 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<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","listText":"苹果拥有强大的品牌认知度和用户忠诚度。苹果的用户群体明确且忠诚,这为苹果制造新能源车提供了独特的优势。新能源车市场竞争激烈,消费者对新能源车的需求和预期与对手机或平板电脑有相同之处。苹果能成功地将这种品牌认知度和用户忠诚度转化为汽车销售。 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","text":"苹果拥有强大的品牌认知度和用户忠诚度。苹果的用户群体明确且忠诚,这为苹果制造新能源车提供了独特的优势。新能源车市场竞争激烈,消费者对新能源车的需求和预期与对手机或平板电脑有相同之处。苹果能成功地将这种品牌认知度和用户忠诚度转化为汽车销售。 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