+关注
花梨坎站
暂无个人介绍
IP属地:未知
0
关注
1
粉丝
0
主题
0
勋章
主贴
热门
花梨坎站
04-21
$台积电(TSM)$
涨的时候跑得慢,跌的时候跑得快,这走势对不起他的江湖地位
花梨坎站
04-21
$台积电(TSM)$
我一直是一个信奉技术图的人,日K线走势已经破位,短线没机会
花梨坎站
04-19
$蔚来(NIO)$
其实搞新能源最害怕的是现金链,现在的蔚来现金流没问题,股票不会有问题
花梨坎站
04-19
$拼多多(PDD)$
段永平老板都跑去友商那里了,说明现在的多多有点估值偏高,要跌一跌估值才合理
花梨坎站
03-08
$京东(JD)$
企业的灵魂始终是人,京东的灵魂无疑还是刘强东,随着他的回归,并且应对来自多多的威胁,企业回归昔日辉煌指日可待
花梨坎站
02-20
$谷歌(GOOG)$
月线处在压力位,尝试几次冲高没闯过,这感觉不是很好,还是远离比较合适
花梨坎站
02-20
$Faraday Future(FFIE)$
一根阳线改变三观的感觉又出来了,胆子大的又可以进去博一把了
花梨坎站
01-26
$谷歌(GOOG)$
看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力
花梨坎站
01-10
$理想汽车(LI)$
图片看着是不是很熟悉?是的,你没看错,这个就是理想的第一款新能源车子,个人只想说,没有最丑只有更丑,估计股价发愁就是因为这个车子
花梨坎站
01-08
看着现在的李斌,我突然间想起来了一个人,把乐视干废了的贾老板,做ppt很厉害的贾会计,当初贾会计就是在搞生态化反,现在的李老板就是沿着贾会计的路数在玩的样子
$蔚来(NIO)$
花梨坎站
01-05
江湖传闻微软会在今年新款笔记本电脑和 PC 将搭载全新 Copilot 键,用户只需按下该键,就能直达微软强大的 AI 助手 Windows Copilot,在人工智能上面的脚步,我微软又领先了对手了一步,但愿这种领先优势能一直保持
$微软(MSFT)$
花梨坎站
01-02
研究了一下京东的财务情况,2021Q3 公司毛利为 311 亿元(YoY +16%, QoQ -2%),毛利率为 14%,这种盈利水平能不能撑得起今天京东的百分百涨薪?最主要的还是关注资本市场怎么看这个事情?
花梨坎站
2023-12-28
$英伟达(NVDA)$
技术图上面看,英伟达涨的有点太多了,技术指标开始钝化了;基本面上来说,最近AMD的新产品算力已经超过了英伟达,股价是时候调整了
花梨坎站
2023-12-25
游戏行业已进入存量竞争阶段,业内今年新发游戏绝大多数不及预期,当前的游戏行业规则也发生了变化,哔哩哔哩游戏视频的日活跃用户数量在增长但是增长速度有点不理想了
$哔哩哔哩(BILI)$
花梨坎站
2023-12-25
最近研究了一下游戏市场,我国游戏市场上半年实际销售收入为1442.63亿元,同比下降2.39%,环比增长22.16%。其中,中国自主研发游戏国内市场实际销售收入1217.84亿元,同比下降2.25%,环比增长24.53%,中国自研游戏海外市场实际销售收入82.06亿美元,同比下降8.72%。大环境不好的情况下,B站这样的产业链企业走势不好是意料之中的
$哔哩哔哩(BILI)$
花梨坎站
2023-12-25
$哔哩哔哩(BILI)$
最近对小破站有点兴趣,详细的研究过他的财报,其中几个数据有点意思,23Q3 毛利率提升至 25%,已实 现连续五个季度提升;高毛利的广告业务收入占比增加,有望继续带动毛利率提升。费用仍进行 有效控制,销售费用率、一般及行政费用率及研发费用率环比继续下降。Q3 实现经营现金流转 正,并预计 Q4 维持正现金流。熊市之中对于企业最重要的是现金流,只要现金流不出问题,跌就是入场的机会
花梨坎站
2023-12-21
$美国超微公司(AMD)$
大胆的给AMD做个盈利预测:2023~2024 年营业收入分别为226.12/264.59 亿美元,增速分别为-4.19%/17.01%;归母净利润分别为5.71/24.23 亿美元,增速分别为-56.70%/323.97%;对应 EPS 分别为 0.37/1.5
理由如下:1)2023 年四季度到 2024 年 MI300X 芯片投产及销售对营收的可预见贡献;2)2023 年 H2 开始 PC 市场开始回暖,对PC和游戏端的拉动作用,但整体消费市场疲软状态;3)当前市场宏观环境,收购赛灵思后基于 FPGA 的自适应 SoC 系统的带来的营收快速增长和未来发展前景。我们。
花梨坎站
2023-12-20
$美国超微公司(AMD)$
最近新产品的推出速度相当的迅猛,按照这趋势,如果能保持一段时间,很快就能取代英伟达成为行业龙一,日线走势看着要等几天才是最佳的出手时机,无论是短线还是中长线
$英伟达(NVDA)$
花梨坎站
2023-12-19
去年没有买进微软甚是后悔呀,看看都涨了多少了,按照这K线走势给人的感觉后面应该还会涨
$微软(MSFT)$
$微软(MSFT)$
花梨坎站
2023-12-18
看看这股权结构,从股权的变动情况来看,沈南鹏一直在增持,想起来一句话,你可以不相信资本家的人品,但是一定要相信资本家的眼光,走稳应该就可以进去布局的感觉
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":9000000000000295,"uuid":"9000000000000295","gmtCreate":1631606952547,"gmtModify":1631606952552,"name":"花梨坎站","pinyin":"hlkzhualikanzhan","introduction":"运营账号","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":0,"tweetSize":22,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":297736054100016,"gmtCreate":1713708796987,"gmtModify":1713708803327,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>涨的时候跑得慢,跌的时候跑得快,这走势对不起他的江湖地位","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>涨的时候跑得慢,跌的时候跑得快,这走势对不起他的江湖地位","text":"$台积电(TSM)$ 涨的时候跑得慢,跌的时候跑得快,这走势对不起他的江湖地位","images":[{"img":"https://static.tigerbbs.com/71a22224b64d07ecc69beb239a5b3d2f","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297736054100016","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297736385777680,"gmtCreate":1713708782437,"gmtModify":1713708783959,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我一直是一个信奉技术图的人,日K线走势已经破位,短线没机会","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我一直是一个信奉技术图的人,日K线走势已经破位,短线没机会","text":"$台积电(TSM)$ 我一直是一个信奉技术图的人,日K线走势已经破位,短线没机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297736385777680","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297022131556400,"gmtCreate":1713534499491,"gmtModify":1713534501158,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>其实搞新能源最害怕的是现金链,现在的蔚来现金流没问题,股票不会有问题","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>其实搞新能源最害怕的是现金链,现在的蔚来现金流没问题,股票不会有问题","text":"$蔚来(NIO)$ 其实搞新能源最害怕的是现金链,现在的蔚来现金流没问题,股票不会有问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297022131556400","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297017033252912,"gmtCreate":1713533254789,"gmtModify":1713533256251,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>段永平老板都跑去友商那里了,说明现在的多多有点估值偏高,要跌一跌估值才合理","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>段永平老板都跑去友商那里了,说明现在的多多有点估值偏高,要跌一跌估值才合理","text":"$拼多多(PDD)$ 段永平老板都跑去友商那里了,说明现在的多多有点估值偏高,要跌一跌估值才合理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297017033252912","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282058415464544,"gmtCreate":1709887944654,"gmtModify":1709888302228,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v>企业的灵魂始终是人,京东的灵魂无疑还是刘强东,随着他的回归,并且应对来自多多的威胁,企业回归昔日辉煌指日可待","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v>企业的灵魂始终是人,京东的灵魂无疑还是刘强东,随着他的回归,并且应对来自多多的威胁,企业回归昔日辉煌指日可待","text":"$京东(JD)$ 企业的灵魂始终是人,京东的灵魂无疑还是刘强东,随着他的回归,并且应对来自多多的威胁,企业回归昔日辉煌指日可待","images":[{"img":"https://static.tigerbbs.com/2bab4dd64fccd6927dc158d3bb3c36e9","width":"380","height":"426"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282058415464544","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"小猪1","avatar":"https://static.tigerbbs.com/78b0cb3e26796fa9739e495a590136c5","crmLevel":3,"crmLevelSwitch":0},"content":"看形势够劲增长率也就那样了","text":"看形势够劲增长率也就那样了","html":"看形势够劲增长率也就那样了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":276102328086544,"gmtCreate":1708426793817,"gmtModify":1708426797783,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>月线处在压力位,尝试几次冲高没闯过,这感觉不是很好,还是远离比较合适","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>月线处在压力位,尝试几次冲高没闯过,这感觉不是很好,还是远离比较合适","text":"$谷歌(GOOG)$ 月线处在压力位,尝试几次冲高没闯过,这感觉不是很好,还是远离比较合适","images":[{"img":"https://static.tigerbbs.com/a5e95647636691e857b19669e1b20c84","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276102328086544","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":276099895820392,"gmtCreate":1708426070926,"gmtModify":1708426073945,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>一根阳线改变三观的感觉又出来了,胆子大的又可以进去博一把了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>一根阳线改变三观的感觉又出来了,胆子大的又可以进去博一把了","text":"$Faraday Future(FFIE)$ 一根阳线改变三观的感觉又出来了,胆子大的又可以进去博一把了","images":[{"img":"https://static.tigerbbs.com/17009d82d1ba329ceafc1b60fab32df0","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276099895820392","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":267246810595408,"gmtCreate":1706268784792,"gmtModify":1706508135009,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力","text":"$谷歌(GOOG)$ 看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力","images":[{"img":"https://static.tigerbbs.com/b4d30e461ae4b3cf5b396e9203d847da","width":"321","height":"171"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/267246810595408","isVote":1,"tweetType":1,"viewCount":1652,"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":"员工多了就压力大?扑街了解一下!喜欢多一点员工疯狂奋斗的激情吗?$谷歌$这个“坑”我是要投的!","text":"员工多了就压力大?扑街了解一下!喜欢多一点员工疯狂奋斗的激情吗?$谷歌$这个“坑”我是要投的!","html":"员工多了就压力大?扑街了解一下!喜欢多一点员工疯狂奋斗的激情吗?$谷歌$这个“坑”我是要投的!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261566522208256,"gmtCreate":1704886851058,"gmtModify":1704886854897,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>图片看着是不是很熟悉?是的,你没看错,这个就是理想的第一款新能源车子,个人只想说,没有最丑只有更丑,估计股价发愁就是因为这个车子","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>图片看着是不是很熟悉?是的,你没看错,这个就是理想的第一款新能源车子,个人只想说,没有最丑只有更丑,估计股价发愁就是因为这个车子","text":"$理想汽车(LI)$ 图片看着是不是很熟悉?是的,你没看错,这个就是理想的第一款新能源车子,个人只想说,没有最丑只有更丑,估计股价发愁就是因为这个车子","images":[{"img":"https://static.tigerbbs.com/1f1187412cee5993f634710baf003624","width":"572","height":"268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261566522208256","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":260854077464576,"gmtCreate":1704712914353,"gmtModify":1704712918007,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看着现在的李斌,我突然间想起来了一个人,把乐视干废了的贾老板,做ppt很厉害的贾会计,当初贾会计就是在搞生态化反,现在的李老板就是沿着贾会计的路数在玩的样子 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"看着现在的李斌,我突然间想起来了一个人,把乐视干废了的贾老板,做ppt很厉害的贾会计,当初贾会计就是在搞生态化反,现在的李老板就是沿着贾会计的路数在玩的样子 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"看着现在的李斌,我突然间想起来了一个人,把乐视干废了的贾老板,做ppt很厉害的贾会计,当初贾会计就是在搞生态化反,现在的李老板就是沿着贾会计的路数在玩的样子 $蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/7c807aef4ced3da74bc046c6262579c5","width":"509","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/260854077464576","isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/b1ab93fbb1ba1ec1aa67b441bfac5ac7","crmLevel":4,"crmLevelSwitch":0},"content":"说到点子上了,贾那时候的大环境还好,今时不同往日,2024最可能倒下的就是李了","text":"说到点子上了,贾那时候的大环境还好,今时不同往日,2024最可能倒下的就是李了","html":"说到点子上了,贾那时候的大环境还好,今时不同往日,2024最可能倒下的就是李了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259789237379112,"gmtCreate":1704453088758,"gmtModify":1704453090253,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"江湖传闻微软会在今年新款笔记本电脑和 PC 将搭载全新 Copilot 键,用户只需按下该键,就能直达微软强大的 AI 助手 Windows Copilot,在人工智能上面的脚步,我微软又领先了对手了一步,但愿这种领先优势能一直保持 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"江湖传闻微软会在今年新款笔记本电脑和 PC 将搭载全新 Copilot 键,用户只需按下该键,就能直达微软强大的 AI 助手 Windows Copilot,在人工智能上面的脚步,我微软又领先了对手了一步,但愿这种领先优势能一直保持 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"江湖传闻微软会在今年新款笔记本电脑和 PC 将搭载全新 Copilot 键,用户只需按下该键,就能直达微软强大的 AI 助手 Windows Copilot,在人工智能上面的脚步,我微软又领先了对手了一步,但愿这种领先优势能一直保持 $微软(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259789237379112","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258712264265728,"gmtCreate":1704185849069,"gmtModify":1704186521987,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"研究了一下京东的财务情况,2021Q3 公司毛利为 311 亿元(YoY +16%, QoQ -2%),毛利率为 14%,这种盈利水平能不能撑得起今天京东的百分百涨薪?最主要的还是关注资本市场怎么看这个事情?","listText":"研究了一下京东的财务情况,2021Q3 公司毛利为 311 亿元(YoY +16%, QoQ -2%),毛利率为 14%,这种盈利水平能不能撑得起今天京东的百分百涨薪?最主要的还是关注资本市场怎么看这个事情?","text":"研究了一下京东的财务情况,2021Q3 公司毛利为 311 亿元(YoY +16%, QoQ -2%),毛利率为 14%,这种盈利水平能不能撑得起今天京东的百分百涨薪?最主要的还是关注资本市场怎么看这个事情?","images":[{"img":"https://static.tigerbbs.com/d388099be884dba7959c3f181662949d","width":"537","height":"483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258712264265728","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256967065731120,"gmtCreate":1703764894001,"gmtModify":1703764896063,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>技术图上面看,英伟达涨的有点太多了,技术指标开始钝化了;基本面上来说,最近AMD的新产品算力已经超过了英伟达,股价是时候调整了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>技术图上面看,英伟达涨的有点太多了,技术指标开始钝化了;基本面上来说,最近AMD的新产品算力已经超过了英伟达,股价是时候调整了","text":"$英伟达(NVDA)$ 技术图上面看,英伟达涨的有点太多了,技术指标开始钝化了;基本面上来说,最近AMD的新产品算力已经超过了英伟达,股价是时候调整了","images":[{"img":"https://static.tigerbbs.com/8df9b79326458acb1860c82fe50e9a06","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256967065731120","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256013008171056,"gmtCreate":1703509726585,"gmtModify":1703509764820,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"游戏行业已进入存量竞争阶段,业内今年新发游戏绝大多数不及预期,当前的游戏行业规则也发生了变化,哔哩哔哩游戏视频的日活跃用户数量在增长但是增长速度有点不理想了 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","listText":"游戏行业已进入存量竞争阶段,业内今年新发游戏绝大多数不及预期,当前的游戏行业规则也发生了变化,哔哩哔哩游戏视频的日活跃用户数量在增长但是增长速度有点不理想了 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","text":"游戏行业已进入存量竞争阶段,业内今年新发游戏绝大多数不及预期,当前的游戏行业规则也发生了变化,哔哩哔哩游戏视频的日活跃用户数量在增长但是增长速度有点不理想了 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/e3560446657f9e778657b02f63c8d2ed","width":"443","height":"246"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256013008171056","isVote":1,"tweetType":1,"viewCount":4291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256013366988824,"gmtCreate":1703509718445,"gmtModify":1703509727943,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"最近研究了一下游戏市场,我国游戏市场上半年实际销售收入为1442.63亿元,同比下降2.39%,环比增长22.16%。其中,中国自主研发游戏国内市场实际销售收入1217.84亿元,同比下降2.25%,环比增长24.53%,中国自研游戏海外市场实际销售收入82.06亿美元,同比下降8.72%。大环境不好的情况下,B站这样的产业链企业走势不好是意料之中的 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","listText":"最近研究了一下游戏市场,我国游戏市场上半年实际销售收入为1442.63亿元,同比下降2.39%,环比增长22.16%。其中,中国自主研发游戏国内市场实际销售收入1217.84亿元,同比下降2.25%,环比增长24.53%,中国自研游戏海外市场实际销售收入82.06亿美元,同比下降8.72%。大环境不好的情况下,B站这样的产业链企业走势不好是意料之中的 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","text":"最近研究了一下游戏市场,我国游戏市场上半年实际销售收入为1442.63亿元,同比下降2.39%,环比增长22.16%。其中,中国自主研发游戏国内市场实际销售收入1217.84亿元,同比下降2.25%,环比增长24.53%,中国自研游戏海外市场实际销售收入82.06亿美元,同比下降8.72%。大环境不好的情况下,B站这样的产业链企业走势不好是意料之中的 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/f2e11fa3ae4a6762092ee2cc75e0f91d","width":"317","height":"290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256013366988824","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256013318160408,"gmtCreate":1703509706524,"gmtModify":1703509711794,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","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>最近对小破站有点兴趣,详细的研究过他的财报,其中几个数据有点意思,23Q3 毛利率提升至 25%,已实 现连续五个季度提升;高毛利的广告业务收入占比增加,有望继续带动毛利率提升。费用仍进行 有效控制,销售费用率、一般及行政费用率及研发费用率环比继续下降。Q3 实现经营现金流转 正,并预计 Q4 维持正现金流。熊市之中对于企业最重要的是现金流,只要现金流不出问题,跌就是入场的机会","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>最近对小破站有点兴趣,详细的研究过他的财报,其中几个数据有点意思,23Q3 毛利率提升至 25%,已实 现连续五个季度提升;高毛利的广告业务收入占比增加,有望继续带动毛利率提升。费用仍进行 有效控制,销售费用率、一般及行政费用率及研发费用率环比继续下降。Q3 实现经营现金流转 正,并预计 Q4 维持正现金流。熊市之中对于企业最重要的是现金流,只要现金流不出问题,跌就是入场的机会","text":"$哔哩哔哩(BILI)$ 最近对小破站有点兴趣,详细的研究过他的财报,其中几个数据有点意思,23Q3 毛利率提升至 25%,已实 现连续五个季度提升;高毛利的广告业务收入占比增加,有望继续带动毛利率提升。费用仍进行 有效控制,销售费用率、一般及行政费用率及研发费用率环比继续下降。Q3 实现经营现金流转 正,并预计 Q4 维持正现金流。熊市之中对于企业最重要的是现金流,只要现金流不出问题,跌就是入场的机会","images":[{"img":"https://static.tigerbbs.com/ac7fe939f82a52b6b7703fcb32c81381","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256013318160408","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254412646035464,"gmtCreate":1703148421150,"gmtModify":1703148454870,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 大胆的给AMD做个盈利预测:2023~2024 年营业收入分别为226.12/264.59 亿美元,增速分别为-4.19%/17.01%;归母净利润分别为5.71/24.23 亿美元,增速分别为-56.70%/323.97%;对应 EPS 分别为 0.37/1.5<v-v data-views=\"1\"></v-v>理由如下:1)2023 年四季度到 2024 年 MI300X 芯片投产及销售对营收的可预见贡献;2)2023 年 H2 开始 PC 市场开始回暖,对PC和游戏端的拉动作用,但整体消费市场疲软状态;3)当前市场宏观环境,收购赛灵思后基于 FPGA 的自适应 SoC 系统的带来的营收快速增长和未来发展前景。我们。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 大胆的给AMD做个盈利预测:2023~2024 年营业收入分别为226.12/264.59 亿美元,增速分别为-4.19%/17.01%;归母净利润分别为5.71/24.23 亿美元,增速分别为-56.70%/323.97%;对应 EPS 分别为 0.37/1.5<v-v data-views=\"1\"></v-v>理由如下:1)2023 年四季度到 2024 年 MI300X 芯片投产及销售对营收的可预见贡献;2)2023 年 H2 开始 PC 市场开始回暖,对PC和游戏端的拉动作用,但整体消费市场疲软状态;3)当前市场宏观环境,收购赛灵思后基于 FPGA 的自适应 SoC 系统的带来的营收快速增长和未来发展前景。我们。","text":"$美国超微公司(AMD)$ 大胆的给AMD做个盈利预测:2023~2024 年营业收入分别为226.12/264.59 亿美元,增速分别为-4.19%/17.01%;归母净利润分别为5.71/24.23 亿美元,增速分别为-56.70%/323.97%;对应 EPS 分别为 0.37/1.5理由如下:1)2023 年四季度到 2024 年 MI300X 芯片投产及销售对营收的可预见贡献;2)2023 年 H2 开始 PC 市场开始回暖,对PC和游戏端的拉动作用,但整体消费市场疲软状态;3)当前市场宏观环境,收购赛灵思后基于 FPGA 的自适应 SoC 系统的带来的营收快速增长和未来发展前景。我们。","images":[{"img":"https://static.tigerbbs.com/3e4a2b73936c3188f8151f4bef52c0f0","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254412646035464","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254113847201800,"gmtCreate":1703075472216,"gmtModify":1703075476318,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 最近新产品的推出速度相当的迅猛,按照这趋势,如果能保持一段时间,很快就能取代英伟达成为行业龙一,日线走势看着要等几天才是最佳的出手时机,无论是短线还是中长线 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 最近新产品的推出速度相当的迅猛,按照这趋势,如果能保持一段时间,很快就能取代英伟达成为行业龙一,日线走势看着要等几天才是最佳的出手时机,无论是短线还是中长线 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"$美国超微公司(AMD)$ 最近新产品的推出速度相当的迅猛,按照这趋势,如果能保持一段时间,很快就能取代英伟达成为行业龙一,日线走势看着要等几天才是最佳的出手时机,无论是短线还是中长线 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/480927dec52507a24aebfbd989852b47","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254113847201800","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253786675826760,"gmtCreate":1702981825787,"gmtModify":1702992161362,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"去年没有买进微软甚是后悔呀,看看都涨了多少了,按照这K线走势给人的感觉后面应该还会涨 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","listText":"去年没有买进微软甚是后悔呀,看看都涨了多少了,按照这K线走势给人的感觉后面应该还会涨 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","text":"去年没有买进微软甚是后悔呀,看看都涨了多少了,按照这K线走势给人的感觉后面应该还会涨 $微软(MSFT)$ $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/b41f74d77a1a746eeefa9f4ec3854eaf","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253786675826760","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253433684492336,"gmtCreate":1702893578513,"gmtModify":1702893728524,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看看这股权结构,从股权的变动情况来看,沈南鹏一直在增持,想起来一句话,你可以不相信资本家的人品,但是一定要相信资本家的眼光,走稳应该就可以进去布局的感觉","listText":"看看这股权结构,从股权的变动情况来看,沈南鹏一直在增持,想起来一句话,你可以不相信资本家的人品,但是一定要相信资本家的眼光,走稳应该就可以进去布局的感觉","text":"看看这股权结构,从股权的变动情况来看,沈南鹏一直在增持,想起来一句话,你可以不相信资本家的人品,但是一定要相信资本家的眼光,走稳应该就可以进去布局的感觉","images":[{"img":"https://static.tigerbbs.com/8c0256c4cbb6d08410a84a1e955aaa17","width":"934","height":"579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253433684492336","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":267246810595408,"gmtCreate":1706268784792,"gmtModify":1706508135009,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力","text":"$谷歌(GOOG)$ 看了谷歌的财报,谷歌的员工人数增长过快,同时员工薪酬过高,薪资中位数30万美元,在科技行业整体低迷的时期,这样的员工人数和薪资水平都太高了,对熊市的股价是比较大的压力","images":[{"img":"https://static.tigerbbs.com/b4d30e461ae4b3cf5b396e9203d847da","width":"321","height":"171"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/267246810595408","isVote":1,"tweetType":1,"viewCount":1652,"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":"员工多了就压力大?扑街了解一下!喜欢多一点员工疯狂奋斗的激情吗?$谷歌$这个“坑”我是要投的!","text":"员工多了就压力大?扑街了解一下!喜欢多一点员工疯狂奋斗的激情吗?$谷歌$这个“坑”我是要投的!","html":"员工多了就压力大?扑街了解一下!喜欢多一点员工疯狂奋斗的激情吗?$谷歌$这个“坑”我是要投的!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":260854077464576,"gmtCreate":1704712914353,"gmtModify":1704712918007,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看着现在的李斌,我突然间想起来了一个人,把乐视干废了的贾老板,做ppt很厉害的贾会计,当初贾会计就是在搞生态化反,现在的李老板就是沿着贾会计的路数在玩的样子 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"看着现在的李斌,我突然间想起来了一个人,把乐视干废了的贾老板,做ppt很厉害的贾会计,当初贾会计就是在搞生态化反,现在的李老板就是沿着贾会计的路数在玩的样子 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"看着现在的李斌,我突然间想起来了一个人,把乐视干废了的贾老板,做ppt很厉害的贾会计,当初贾会计就是在搞生态化反,现在的李老板就是沿着贾会计的路数在玩的样子 $蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/7c807aef4ced3da74bc046c6262579c5","width":"509","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/260854077464576","isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/b1ab93fbb1ba1ec1aa67b441bfac5ac7","crmLevel":4,"crmLevelSwitch":0},"content":"说到点子上了,贾那时候的大环境还好,今时不同往日,2024最可能倒下的就是李了","text":"说到点子上了,贾那时候的大环境还好,今时不同往日,2024最可能倒下的就是李了","html":"说到点子上了,贾那时候的大环境还好,今时不同往日,2024最可能倒下的就是李了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":282058415464544,"gmtCreate":1709887944654,"gmtModify":1709888302228,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v>企业的灵魂始终是人,京东的灵魂无疑还是刘强东,随着他的回归,并且应对来自多多的威胁,企业回归昔日辉煌指日可待","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v>企业的灵魂始终是人,京东的灵魂无疑还是刘强东,随着他的回归,并且应对来自多多的威胁,企业回归昔日辉煌指日可待","text":"$京东(JD)$ 企业的灵魂始终是人,京东的灵魂无疑还是刘强东,随着他的回归,并且应对来自多多的威胁,企业回归昔日辉煌指日可待","images":[{"img":"https://static.tigerbbs.com/2bab4dd64fccd6927dc158d3bb3c36e9","width":"380","height":"426"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282058415464544","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"小猪1","avatar":"https://static.tigerbbs.com/78b0cb3e26796fa9739e495a590136c5","crmLevel":3,"crmLevelSwitch":0},"content":"看形势够劲增长率也就那样了","text":"看形势够劲增长率也就那样了","html":"看形势够劲增长率也就那样了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297017033252912,"gmtCreate":1713533254789,"gmtModify":1713533256251,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>段永平老板都跑去友商那里了,说明现在的多多有点估值偏高,要跌一跌估值才合理","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>段永平老板都跑去友商那里了,说明现在的多多有点估值偏高,要跌一跌估值才合理","text":"$拼多多(PDD)$ 段永平老板都跑去友商那里了,说明现在的多多有点估值偏高,要跌一跌估值才合理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297017033252912","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297736054100016,"gmtCreate":1713708796987,"gmtModify":1713708803327,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>涨的时候跑得慢,跌的时候跑得快,这走势对不起他的江湖地位","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>涨的时候跑得慢,跌的时候跑得快,这走势对不起他的江湖地位","text":"$台积电(TSM)$ 涨的时候跑得慢,跌的时候跑得快,这走势对不起他的江湖地位","images":[{"img":"https://static.tigerbbs.com/71a22224b64d07ecc69beb239a5b3d2f","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297736054100016","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297736385777680,"gmtCreate":1713708782437,"gmtModify":1713708783959,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我一直是一个信奉技术图的人,日K线走势已经破位,短线没机会","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v>我一直是一个信奉技术图的人,日K线走势已经破位,短线没机会","text":"$台积电(TSM)$ 我一直是一个信奉技术图的人,日K线走势已经破位,短线没机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297736385777680","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297022131556400,"gmtCreate":1713534499491,"gmtModify":1713534501158,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>其实搞新能源最害怕的是现金链,现在的蔚来现金流没问题,股票不会有问题","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>其实搞新能源最害怕的是现金链,现在的蔚来现金流没问题,股票不会有问题","text":"$蔚来(NIO)$ 其实搞新能源最害怕的是现金链,现在的蔚来现金流没问题,股票不会有问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297022131556400","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276102328086544,"gmtCreate":1708426793817,"gmtModify":1708426797783,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>月线处在压力位,尝试几次冲高没闯过,这感觉不是很好,还是远离比较合适","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <v-v data-views=\"0\"></v-v>月线处在压力位,尝试几次冲高没闯过,这感觉不是很好,还是远离比较合适","text":"$谷歌(GOOG)$ 月线处在压力位,尝试几次冲高没闯过,这感觉不是很好,还是远离比较合适","images":[{"img":"https://static.tigerbbs.com/a5e95647636691e857b19669e1b20c84","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276102328086544","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":276099895820392,"gmtCreate":1708426070926,"gmtModify":1708426073945,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>一根阳线改变三观的感觉又出来了,胆子大的又可以进去博一把了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>一根阳线改变三观的感觉又出来了,胆子大的又可以进去博一把了","text":"$Faraday Future(FFIE)$ 一根阳线改变三观的感觉又出来了,胆子大的又可以进去博一把了","images":[{"img":"https://static.tigerbbs.com/17009d82d1ba329ceafc1b60fab32df0","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276099895820392","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261566522208256,"gmtCreate":1704886851058,"gmtModify":1704886854897,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>图片看着是不是很熟悉?是的,你没看错,这个就是理想的第一款新能源车子,个人只想说,没有最丑只有更丑,估计股价发愁就是因为这个车子","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>图片看着是不是很熟悉?是的,你没看错,这个就是理想的第一款新能源车子,个人只想说,没有最丑只有更丑,估计股价发愁就是因为这个车子","text":"$理想汽车(LI)$ 图片看着是不是很熟悉?是的,你没看错,这个就是理想的第一款新能源车子,个人只想说,没有最丑只有更丑,估计股价发愁就是因为这个车子","images":[{"img":"https://static.tigerbbs.com/1f1187412cee5993f634710baf003624","width":"572","height":"268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261566522208256","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":259789237379112,"gmtCreate":1704453088758,"gmtModify":1704453090253,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"江湖传闻微软会在今年新款笔记本电脑和 PC 将搭载全新 Copilot 键,用户只需按下该键,就能直达微软强大的 AI 助手 Windows Copilot,在人工智能上面的脚步,我微软又领先了对手了一步,但愿这种领先优势能一直保持 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"江湖传闻微软会在今年新款笔记本电脑和 PC 将搭载全新 Copilot 键,用户只需按下该键,就能直达微软强大的 AI 助手 Windows Copilot,在人工智能上面的脚步,我微软又领先了对手了一步,但愿这种领先优势能一直保持 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"江湖传闻微软会在今年新款笔记本电脑和 PC 将搭载全新 Copilot 键,用户只需按下该键,就能直达微软强大的 AI 助手 Windows Copilot,在人工智能上面的脚步,我微软又领先了对手了一步,但愿这种领先优势能一直保持 $微软(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259789237379112","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258712264265728,"gmtCreate":1704185849069,"gmtModify":1704186521987,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"研究了一下京东的财务情况,2021Q3 公司毛利为 311 亿元(YoY +16%, QoQ -2%),毛利率为 14%,这种盈利水平能不能撑得起今天京东的百分百涨薪?最主要的还是关注资本市场怎么看这个事情?","listText":"研究了一下京东的财务情况,2021Q3 公司毛利为 311 亿元(YoY +16%, QoQ -2%),毛利率为 14%,这种盈利水平能不能撑得起今天京东的百分百涨薪?最主要的还是关注资本市场怎么看这个事情?","text":"研究了一下京东的财务情况,2021Q3 公司毛利为 311 亿元(YoY +16%, QoQ -2%),毛利率为 14%,这种盈利水平能不能撑得起今天京东的百分百涨薪?最主要的还是关注资本市场怎么看这个事情?","images":[{"img":"https://static.tigerbbs.com/d388099be884dba7959c3f181662949d","width":"537","height":"483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258712264265728","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256967065731120,"gmtCreate":1703764894001,"gmtModify":1703764896063,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>技术图上面看,英伟达涨的有点太多了,技术指标开始钝化了;基本面上来说,最近AMD的新产品算力已经超过了英伟达,股价是时候调整了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>技术图上面看,英伟达涨的有点太多了,技术指标开始钝化了;基本面上来说,最近AMD的新产品算力已经超过了英伟达,股价是时候调整了","text":"$英伟达(NVDA)$ 技术图上面看,英伟达涨的有点太多了,技术指标开始钝化了;基本面上来说,最近AMD的新产品算力已经超过了英伟达,股价是时候调整了","images":[{"img":"https://static.tigerbbs.com/8df9b79326458acb1860c82fe50e9a06","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256967065731120","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256013008171056,"gmtCreate":1703509726585,"gmtModify":1703509764820,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"游戏行业已进入存量竞争阶段,业内今年新发游戏绝大多数不及预期,当前的游戏行业规则也发生了变化,哔哩哔哩游戏视频的日活跃用户数量在增长但是增长速度有点不理想了 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","listText":"游戏行业已进入存量竞争阶段,业内今年新发游戏绝大多数不及预期,当前的游戏行业规则也发生了变化,哔哩哔哩游戏视频的日活跃用户数量在增长但是增长速度有点不理想了 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","text":"游戏行业已进入存量竞争阶段,业内今年新发游戏绝大多数不及预期,当前的游戏行业规则也发生了变化,哔哩哔哩游戏视频的日活跃用户数量在增长但是增长速度有点不理想了 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/e3560446657f9e778657b02f63c8d2ed","width":"443","height":"246"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256013008171056","isVote":1,"tweetType":1,"viewCount":4291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256013366988824,"gmtCreate":1703509718445,"gmtModify":1703509727943,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"最近研究了一下游戏市场,我国游戏市场上半年实际销售收入为1442.63亿元,同比下降2.39%,环比增长22.16%。其中,中国自主研发游戏国内市场实际销售收入1217.84亿元,同比下降2.25%,环比增长24.53%,中国自研游戏海外市场实际销售收入82.06亿美元,同比下降8.72%。大环境不好的情况下,B站这样的产业链企业走势不好是意料之中的 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","listText":"最近研究了一下游戏市场,我国游戏市场上半年实际销售收入为1442.63亿元,同比下降2.39%,环比增长22.16%。其中,中国自主研发游戏国内市场实际销售收入1217.84亿元,同比下降2.25%,环比增长24.53%,中国自研游戏海外市场实际销售收入82.06亿美元,同比下降8.72%。大环境不好的情况下,B站这样的产业链企业走势不好是意料之中的 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"0\"></v-v>","text":"最近研究了一下游戏市场,我国游戏市场上半年实际销售收入为1442.63亿元,同比下降2.39%,环比增长22.16%。其中,中国自主研发游戏国内市场实际销售收入1217.84亿元,同比下降2.25%,环比增长24.53%,中国自研游戏海外市场实际销售收入82.06亿美元,同比下降8.72%。大环境不好的情况下,B站这样的产业链企业走势不好是意料之中的 $哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/f2e11fa3ae4a6762092ee2cc75e0f91d","width":"317","height":"290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256013366988824","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256013318160408,"gmtCreate":1703509706524,"gmtModify":1703509711794,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","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>最近对小破站有点兴趣,详细的研究过他的财报,其中几个数据有点意思,23Q3 毛利率提升至 25%,已实 现连续五个季度提升;高毛利的广告业务收入占比增加,有望继续带动毛利率提升。费用仍进行 有效控制,销售费用率、一般及行政费用率及研发费用率环比继续下降。Q3 实现经营现金流转 正,并预计 Q4 维持正现金流。熊市之中对于企业最重要的是现金流,只要现金流不出问题,跌就是入场的机会","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <v-v data-views=\"1\"></v-v>最近对小破站有点兴趣,详细的研究过他的财报,其中几个数据有点意思,23Q3 毛利率提升至 25%,已实 现连续五个季度提升;高毛利的广告业务收入占比增加,有望继续带动毛利率提升。费用仍进行 有效控制,销售费用率、一般及行政费用率及研发费用率环比继续下降。Q3 实现经营现金流转 正,并预计 Q4 维持正现金流。熊市之中对于企业最重要的是现金流,只要现金流不出问题,跌就是入场的机会","text":"$哔哩哔哩(BILI)$ 最近对小破站有点兴趣,详细的研究过他的财报,其中几个数据有点意思,23Q3 毛利率提升至 25%,已实 现连续五个季度提升;高毛利的广告业务收入占比增加,有望继续带动毛利率提升。费用仍进行 有效控制,销售费用率、一般及行政费用率及研发费用率环比继续下降。Q3 实现经营现金流转 正,并预计 Q4 维持正现金流。熊市之中对于企业最重要的是现金流,只要现金流不出问题,跌就是入场的机会","images":[{"img":"https://static.tigerbbs.com/ac7fe939f82a52b6b7703fcb32c81381","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256013318160408","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254412646035464,"gmtCreate":1703148421150,"gmtModify":1703148454870,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 大胆的给AMD做个盈利预测:2023~2024 年营业收入分别为226.12/264.59 亿美元,增速分别为-4.19%/17.01%;归母净利润分别为5.71/24.23 亿美元,增速分别为-56.70%/323.97%;对应 EPS 分别为 0.37/1.5<v-v data-views=\"1\"></v-v>理由如下:1)2023 年四季度到 2024 年 MI300X 芯片投产及销售对营收的可预见贡献;2)2023 年 H2 开始 PC 市场开始回暖,对PC和游戏端的拉动作用,但整体消费市场疲软状态;3)当前市场宏观环境,收购赛灵思后基于 FPGA 的自适应 SoC 系统的带来的营收快速增长和未来发展前景。我们。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 大胆的给AMD做个盈利预测:2023~2024 年营业收入分别为226.12/264.59 亿美元,增速分别为-4.19%/17.01%;归母净利润分别为5.71/24.23 亿美元,增速分别为-56.70%/323.97%;对应 EPS 分别为 0.37/1.5<v-v data-views=\"1\"></v-v>理由如下:1)2023 年四季度到 2024 年 MI300X 芯片投产及销售对营收的可预见贡献;2)2023 年 H2 开始 PC 市场开始回暖,对PC和游戏端的拉动作用,但整体消费市场疲软状态;3)当前市场宏观环境,收购赛灵思后基于 FPGA 的自适应 SoC 系统的带来的营收快速增长和未来发展前景。我们。","text":"$美国超微公司(AMD)$ 大胆的给AMD做个盈利预测:2023~2024 年营业收入分别为226.12/264.59 亿美元,增速分别为-4.19%/17.01%;归母净利润分别为5.71/24.23 亿美元,增速分别为-56.70%/323.97%;对应 EPS 分别为 0.37/1.5理由如下:1)2023 年四季度到 2024 年 MI300X 芯片投产及销售对营收的可预见贡献;2)2023 年 H2 开始 PC 市场开始回暖,对PC和游戏端的拉动作用,但整体消费市场疲软状态;3)当前市场宏观环境,收购赛灵思后基于 FPGA 的自适应 SoC 系统的带来的营收快速增长和未来发展前景。我们。","images":[{"img":"https://static.tigerbbs.com/3e4a2b73936c3188f8151f4bef52c0f0","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254412646035464","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254113847201800,"gmtCreate":1703075472216,"gmtModify":1703075476318,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 最近新产品的推出速度相当的迅猛,按照这趋势,如果能保持一段时间,很快就能取代英伟达成为行业龙一,日线走势看着要等几天才是最佳的出手时机,无论是短线还是中长线 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 最近新产品的推出速度相当的迅猛,按照这趋势,如果能保持一段时间,很快就能取代英伟达成为行业龙一,日线走势看着要等几天才是最佳的出手时机,无论是短线还是中长线 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"$美国超微公司(AMD)$ 最近新产品的推出速度相当的迅猛,按照这趋势,如果能保持一段时间,很快就能取代英伟达成为行业龙一,日线走势看着要等几天才是最佳的出手时机,无论是短线还是中长线 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/480927dec52507a24aebfbd989852b47","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254113847201800","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253786675826760,"gmtCreate":1702981825787,"gmtModify":1702992161362,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"去年没有买进微软甚是后悔呀,看看都涨了多少了,按照这K线走势给人的感觉后面应该还会涨 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","listText":"去年没有买进微软甚是后悔呀,看看都涨了多少了,按照这K线走势给人的感觉后面应该还会涨 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","text":"去年没有买进微软甚是后悔呀,看看都涨了多少了,按照这K线走势给人的感觉后面应该还会涨 $微软(MSFT)$ $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/b41f74d77a1a746eeefa9f4ec3854eaf","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253786675826760","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253433684492336,"gmtCreate":1702893578513,"gmtModify":1702893728524,"author":{"id":"9000000000000295","authorId":"9000000000000295","name":"花梨坎站","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看看这股权结构,从股权的变动情况来看,沈南鹏一直在增持,想起来一句话,你可以不相信资本家的人品,但是一定要相信资本家的眼光,走稳应该就可以进去布局的感觉","listText":"看看这股权结构,从股权的变动情况来看,沈南鹏一直在增持,想起来一句话,你可以不相信资本家的人品,但是一定要相信资本家的眼光,走稳应该就可以进去布局的感觉","text":"看看这股权结构,从股权的变动情况来看,沈南鹏一直在增持,想起来一句话,你可以不相信资本家的人品,但是一定要相信资本家的眼光,走稳应该就可以进去布局的感觉","images":[{"img":"https://static.tigerbbs.com/8c0256c4cbb6d08410a84a1e955aaa17","width":"934","height":"579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253433684492336","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}