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先救我她有对象
06-24
$腾讯控股(00700)$
从腾讯公司目前公布的信息来看,第二季度腾讯游戏业务好的很,但是一旦稍微有不注意,这就又会被甩下来了,腾讯能不能稳一些啊,真让人提心吊胆
先救我她有对象
06-24
$特斯拉(TSLA)$
如今这个形势下,AI下游的各个赛道机会是确定的,比如像特斯拉入局人形机器人产业,带动机器人产业链快速发展。智能驾驶也是一样,特斯拉的AI能力世界顶级,这也是高估值的原因。
先救我她有对象
06-19
$英伟达(NVDA)$
谁又能想到,曾经那个造芯片来打游戏的黄仁勋如今能站到现在这个领军人物的位置了。或许这真的代表了第四次“工业革命”在悄无声息中改变世界了。英伟达每一枚精致的GPU芯片即将成为科技领域的新宝藏!
先救我她有对象
06-13
$腾讯控股(00700)$
说实话,AI产业,国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富,如果说苹果手机接入CHATGPT后能带来突破的话,那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国,但是应用层间,我感觉腾讯完全可以赶上,甚至都能够超越。
先救我她有对象
06-12
$微软(MSFT)$
微软至今都是科技股龙头,跟着它混准没错!加油啊微软,手握open AI这个王牌你也该发力了,继续一路上升,保住首位,一定能行!
先救我她有对象
06-11
$理想汽车(LI)$
理想mega只要保持这种销量水平的话,只会持续亏钱。L系列看似销量回稳,但其实是全靠L6撑着。如果明年纯电系列销量不好的话,那就彻底完了!
先救我她有对象
06-06
$苹果(AAPL)$
苹果3万亿市值对应30倍PE真是不便宜!相对茅台2万亿市值,今年23倍PE真不贵!再看腾讯,3.3万亿市值,2000亿利润,14倍PE,也很划算了!
先救我她有对象
06-05
$蔚来(NIO)$
如今看来,蔚来有点像去年的理想,理想吃问界破圈交不出来车,而导致溢出来的订单,蔚来就是吃小米破圈外溢的订单。不过说这些也没用,还是得持续观察财报,蔚来财报近期一直亏损,压力太大了。
先救我她有对象
02-26
$ARM Holdings Ltd(ARM)$
从投资角度来看,我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式,而且基于ARM的商业模式,其估值考虑的重点方向不能只看PE。其次,AI风潮对ARM业绩的影响有目共睹,其手机,电脑,数据中心,汽车,物联网领域的最新进展也是一样。从基本面来讲,我认为AI浪潮发展到这个阶段,已经开始对ARM的收入增速产生重大影响,否则它仍然会是那种不温不热的业绩增长
先救我她有对象
02-23
$美团-W(03690)$
其实抖音做本地生活对美团利大于弊,既做大了市场,又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路,反正竞争对手迟早会出现。一个差异化的对手,远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了,殊不知,当规模达到一定量级,抖音本地生活增速也会迅速下降,时间就是今年,双方的增速在下半年很可能会拉平,而美团的质量则要高的多
先救我她有对象
02-22
$超微电脑(SMCI)$
这其实就是增发,而且要付投资人利息,利滚利滚起来很可怕。相信我,我玩过
$Faraday Future(FFIE)$
,对可转债可谓是很有经验,就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别
先救我她有对象
02-21
$特斯拉(TSLA)$
甭管什么雷达,带雷达就是弱,视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平,特斯拉就早进来了,只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾,目前就是因为跟特斯拉之间差距太大才不能放它进来
先救我她有对象
02-20
$特斯拉(TSLA)$
美国十年期国债收益率反弹始终没有过4.3这个门槛,又是高开低走了。反而是纳指期货盘前跳水。英伟达在下跌,特斯拉也差不多,这么一看特斯拉还是不够强,只要业绩不行,出现什么利好消息都没用,放在之前sora与特斯拉自动驾驶技术同源的利好,可以参考去年dojo拉动股价爆涨的经验
先救我她有对象
02-19
$腾讯控股(00700)$
不可否认,腾讯还有流量,还有游戏大盘,但本质上已经跌落神坛,就像普通的钢铁公司一样可以盈利赚钱,但再也无法立于科技潮头之上了,也别指望AI,这事极其依赖人才,真有人才,大概也会自主出来创业,才不会去腾讯打卡领工资
先救我她有对象
02-08
$台积电(TSM)$
美股芯片股继续走高,Arm涨幅扩大,台积电也在继续增长。受AI利好影响 且三星3nm不及预期,台积电继续向上突破。形势一片大好啊
先救我她有对象
02-07
$三倍做多富时中国ETF-Direxion(YINN)$
一系列利好共振,相信中概等核心资产回归, 但是应该不会出现持续的拉升,因为基金仓位被窗口指导,仓位一直维持高位,等于没有出清,除了部分小盘股
先救我她有对象
02-05
$三倍做多富时中国ETF-Direxion(YINN)$
感觉大概率行,阿里财报应该差不多。不过话又说回来,阿里看涨期权,买的人太多了,搞得我还有点心里没底,不知道到底该怎么做。要不还是先再观望一下吧,兴许晚些时候又行了呢
先救我她有对象
02-02
说到影响力,就不得不佩服特斯拉
$特斯拉(TSLA)$
此前和同事谈论起了整车企业的费用,说到营销费用,不得不佩服几乎不怎么需要打广告的特斯拉。对比看看,国内车企都得绞尽脑汁创新路子设计广告或抢占商场,而特斯拉每次只要官网修改下价格,就能立马引起机构们的全天热议,马斯克随便在推特或者采访时说几句话,就能影响股价。这种市场影响效应和绝对的影响力,真让人羡慕啊,国内暂时能想到的,好像只有
$比亚迪(002594)$
比亚迪、华为和小米
$小米集团-W(01810)$
了
说到影响力,就不得不佩服特斯拉
先救我她有对象
02-01
$纳斯达克(.IXIC)$
短期纳斯达克要想创新高的话,需要一个新预期,创新高之前跌几下倒也在合理范围之内,问题是新的预期点在哪?在科技股预期差的情况下,如何产生新的上涨预期很重要。目前市场也就是一点板块轮动的预期,科技股熄火其他板块是否接力,这样市场依然可以在调整后继续上涨。要是没有的话,科技股就没有新的预期,那么走势会相当疲软,更多的是调整后的反弹机会也将弱化。
先救我她有对象
01-31
全球经济风向标发出悲观指引 联合包裹将裁员,盘中异动,股价大幅下跌
$联合包裹(UPS)$
裁员,营收黯淡,盘中异动,股价大跌!全球最大的包裹递送公司联合包裹财报公布后,继而宣布裁员计划,营收低于预期,股价大幅度下跌。由于零售、制造业和高科技客户的需求疲软,联合包裹不光是Q4营收不及预期,而且从提供的2024年全年营收及盈利指引来看也都达不到预期。天呐这可怎么办,完全看不到前景
全球经济风向标发出悲观指引 联合包裹将裁员,盘中异动,股价大幅下跌
去老虎APP查看更多动态
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data-views=\"1\"></v-v>说实话,AI产业,国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富,如果说苹果手机接入CHATGPT后能带来突破的话,那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国,但是应用层间,我感觉腾讯完全可以赶上,甚至都能够超越。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>说实话,AI产业,国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富,如果说苹果手机接入CHATGPT后能带来突破的话,那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国,但是应用层间,我感觉腾讯完全可以赶上,甚至都能够超越。","text":"$腾讯控股(00700)$ 说实话,AI产业,国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富,如果说苹果手机接入CHATGPT后能带来突破的话,那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国,但是应用层间,我感觉腾讯完全可以赶上,甚至都能够超越。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316481916239984","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316186446975088,"gmtCreate":1718201873869,"gmtModify":1718201875660,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>微软至今都是科技股龙头,跟着它混准没错!加油啊微软,手握open AI这个王牌你也该发力了,继续一路上升,保住首位,一定能行!","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>微软至今都是科技股龙头,跟着它混准没错!加油啊微软,手握open AI这个王牌你也该发力了,继续一路上升,保住首位,一定能行!","text":"$微软(MSFT)$ 微软至今都是科技股龙头,跟着它混准没错!加油啊微软,手握open AI这个王牌你也该发力了,继续一路上升,保住首位,一定能行!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316186446975088","isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315828050645104,"gmtCreate":1718114374764,"gmtModify":1718114376599,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>理想mega只要保持这种销量水平的话,只会持续亏钱。L系列看似销量回稳,但其实是全靠L6撑着。如果明年纯电系列销量不好的话,那就彻底完了!","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>理想mega只要保持这种销量水平的话,只会持续亏钱。L系列看似销量回稳,但其实是全靠L6撑着。如果明年纯电系列销量不好的话,那就彻底完了!","text":"$理想汽车(LI)$ 理想mega只要保持这种销量水平的话,只会持续亏钱。L系列看似销量回稳,但其实是全靠L6撑着。如果明年纯电系列销量不好的话,那就彻底完了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315828050645104","isVote":1,"tweetType":1,"viewCount":4867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313996238766360,"gmtCreate":1717679663996,"gmtModify":1717751343018,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>苹果3万亿市值对应30倍PE真是不便宜!相对茅台2万亿市值,今年23倍PE真不贵!再看腾讯,3.3万亿市值,2000亿利润,14倍PE,也很划算了!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>苹果3万亿市值对应30倍PE真是不便宜!相对茅台2万亿市值,今年23倍PE真不贵!再看腾讯,3.3万亿市值,2000亿利润,14倍PE,也很划算了!","text":"$苹果(AAPL)$ 苹果3万亿市值对应30倍PE真是不便宜!相对茅台2万亿市值,今年23倍PE真不贵!再看腾讯,3.3万亿市值,2000亿利润,14倍PE,也很划算了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313996238766360","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313566219780144,"gmtCreate":1717593263767,"gmtModify":1717751530255,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>如今看来,蔚来有点像去年的理想,理想吃问界破圈交不出来车,而导致溢出来的订单,蔚来就是吃小米破圈外溢的订单。不过说这些也没用,还是得持续观察财报,蔚来财报近期一直亏损,压力太大了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>如今看来,蔚来有点像去年的理想,理想吃问界破圈交不出来车,而导致溢出来的订单,蔚来就是吃小米破圈外溢的订单。不过说这些也没用,还是得持续观察财报,蔚来财报近期一直亏损,压力太大了。","text":"$蔚来(NIO)$ 如今看来,蔚来有点像去年的理想,理想吃问界破圈交不出来车,而导致溢出来的订单,蔚来就是吃小米破圈外溢的订单。不过说这些也没用,还是得持续观察财报,蔚来财报近期一直亏损,压力太大了。","images":[{"img":"https://static.tigerbbs.com/a9772e91401ab1010c69c78b00c8d163","width":"350","height":"265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313566219780144","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":278242616520720,"gmtCreate":1708961167096,"gmtModify":1708961168580,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 从投资角度来看,我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式,而且基于ARM的商业模式,其估值考虑的重点方向不能只看PE。其次,AI风潮对ARM业绩的影响有目共睹,其手机,电脑,数据中心,汽车,物联网领域的最新进展也是一样。从基本面来讲,我认为AI浪潮发展到这个阶段,已经开始对ARM的收入增速产生重大影响,否则它仍然会是那种不温不热的业绩增长","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 从投资角度来看,我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式,而且基于ARM的商业模式,其估值考虑的重点方向不能只看PE。其次,AI风潮对ARM业绩的影响有目共睹,其手机,电脑,数据中心,汽车,物联网领域的最新进展也是一样。从基本面来讲,我认为AI浪潮发展到这个阶段,已经开始对ARM的收入增速产生重大影响,否则它仍然会是那种不温不热的业绩增长","text":"$ARM Holdings Ltd(ARM)$ 从投资角度来看,我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式,而且基于ARM的商业模式,其估值考虑的重点方向不能只看PE。其次,AI风潮对ARM业绩的影响有目共睹,其手机,电脑,数据中心,汽车,物联网领域的最新进展也是一样。从基本面来讲,我认为AI浪潮发展到这个阶段,已经开始对ARM的收入增速产生重大影响,否则它仍然会是那种不温不热的业绩增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278242616520720","isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277158182187080,"gmtCreate":1708696548374,"gmtModify":1708696553367,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>其实抖音做本地生活对美团利大于弊,既做大了市场,又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路,反正竞争对手迟早会出现。一个差异化的对手,远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了,殊不知,当规模达到一定量级,抖音本地生活增速也会迅速下降,时间就是今年,双方的增速在下半年很可能会拉平,而美团的质量则要高的多","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>其实抖音做本地生活对美团利大于弊,既做大了市场,又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路,反正竞争对手迟早会出现。一个差异化的对手,远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了,殊不知,当规模达到一定量级,抖音本地生活增速也会迅速下降,时间就是今年,双方的增速在下半年很可能会拉平,而美团的质量则要高的多","text":"$美团-W(03690)$ 其实抖音做本地生活对美团利大于弊,既做大了市场,又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路,反正竞争对手迟早会出现。一个差异化的对手,远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了,殊不知,当规模达到一定量级,抖音本地生活增速也会迅速下降,时间就是今年,双方的增速在下半年很可能会拉平,而美团的质量则要高的多","images":[{"img":"https://static.tigerbbs.com/e1f15071c447137c929c4c9d3157c479","width":"249","height":"249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277158182187080","isVote":1,"tweetType":1,"viewCount":2755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":276782391480336,"gmtCreate":1708604666842,"gmtModify":1708604668494,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这其实就是增发,而且要付投资人利息,利滚利滚起来很可怕。相信我,我玩过 <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> ,对可转债可谓是很有经验,就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这其实就是增发,而且要付投资人利息,利滚利滚起来很可怕。相信我,我玩过 <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> ,对可转债可谓是很有经验,就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","text":"$超微电脑(SMCI)$ 这其实就是增发,而且要付投资人利息,利滚利滚起来很可怕。相信我,我玩过 $Faraday Future(FFIE)$ ,对可转债可谓是很有经验,就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276782391480336","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276474145304624,"gmtCreate":1708526170800,"gmtModify":1708527371352,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>甭管什么雷达,带雷达就是弱,视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平,特斯拉就早进来了,只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾,目前就是因为跟特斯拉之间差距太大才不能放它进来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>甭管什么雷达,带雷达就是弱,视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平,特斯拉就早进来了,只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾,目前就是因为跟特斯拉之间差距太大才不能放它进来","text":"$特斯拉(TSLA)$ 甭管什么雷达,带雷达就是弱,视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平,特斯拉就早进来了,只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾,目前就是因为跟特斯拉之间差距太大才不能放它进来","images":[{"img":"https://static.tigerbbs.com/3e33c14b8c6cd62098cf83267b1c9e64","width":"230","height":"230"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/276474145304624","isVote":1,"tweetType":1,"viewCount":3131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493105510369083","authorId":"3493105510369083","authorIdStr":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":7,"crmLevelSwitch":1,"idStr":"3493105510369083"},"content":"有没有可能国内的驾驶环境和国外根本不同呢","text":"有没有可能国内的驾驶环境和国外根本不同呢","html":"有没有可能国内的驾驶环境和国外根本不同呢"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":276137437917200,"gmtCreate":1708435365553,"gmtModify":1708435367317,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>美国十年期国债收益率反弹始终没有过4.3这个门槛,又是高开低走了。反而是纳指期货盘前跳水。英伟达在下跌,特斯拉也差不多,这么一看特斯拉还是不够强,只要业绩不行,出现什么利好消息都没用,放在之前sora与特斯拉自动驾驶技术同源的利好,可以参考去年dojo拉动股价爆涨的经验","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>美国十年期国债收益率反弹始终没有过4.3这个门槛,又是高开低走了。反而是纳指期货盘前跳水。英伟达在下跌,特斯拉也差不多,这么一看特斯拉还是不够强,只要业绩不行,出现什么利好消息都没用,放在之前sora与特斯拉自动驾驶技术同源的利好,可以参考去年dojo拉动股价爆涨的经验","text":"$特斯拉(TSLA)$ 美国十年期国债收益率反弹始终没有过4.3这个门槛,又是高开低走了。反而是纳指期货盘前跳水。英伟达在下跌,特斯拉也差不多,这么一看特斯拉还是不够强,只要业绩不行,出现什么利好消息都没用,放在之前sora与特斯拉自动驾驶技术同源的利好,可以参考去年dojo拉动股价爆涨的经验","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276137437917200","isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275772331057256,"gmtCreate":1708346099061,"gmtModify":1708346103603,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v 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了","images":[{"img":"https://static.tigerbbs.com/e72a129ac83bc2eeb81d135eb05513a7","width":"300","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269732083228680","isVote":1,"tweetType":1,"viewCount":2940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269381830381576,"gmtCreate":1706789650131,"gmtModify":1706789651806,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <v-v 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现在我也不会买苹果的,毕竟现在买入未来回报率并不高。2024年我也呼吁降低对纳斯达克的回报率,转而买入A股高股息的股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259087035363328","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320364021317704,"gmtCreate":1719241091886,"gmtModify":1719241093716,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>从腾讯公司目前公布的信息来看,第二季度腾讯游戏业务好的很,但是一旦稍微有不注意,这就又会被甩下来了,腾讯能不能稳一些啊,真让人提心吊胆","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>从腾讯公司目前公布的信息来看,第二季度腾讯游戏业务好的很,但是一旦稍微有不注意,这就又会被甩下来了,腾讯能不能稳一些啊,真让人提心吊胆","text":"$腾讯控股(00700)$ 从腾讯公司目前公布的信息来看,第二季度腾讯游戏业务好的很,但是一旦稍微有不注意,这就又会被甩下来了,腾讯能不能稳一些啊,真让人提心吊胆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320364021317704","isVote":1,"tweetType":1,"viewCount":1939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318661556981832,"gmtCreate":1718807495313,"gmtModify":1718807524489,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>谁又能想到,曾经那个造芯片来打游戏的黄仁勋如今能站到现在这个领军人物的位置了。或许这真的代表了第四次“工业革命”在悄无声息中改变世界了。英伟达每一枚精致的GPU芯片即将成为科技领域的新宝藏!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>谁又能想到,曾经那个造芯片来打游戏的黄仁勋如今能站到现在这个领军人物的位置了。或许这真的代表了第四次“工业革命”在悄无声息中改变世界了。英伟达每一枚精致的GPU芯片即将成为科技领域的新宝藏!","text":"$英伟达(NVDA)$ 谁又能想到,曾经那个造芯片来打游戏的黄仁勋如今能站到现在这个领军人物的位置了。或许这真的代表了第四次“工业革命”在悄无声息中改变世界了。英伟达每一枚精致的GPU芯片即将成为科技领域的新宝藏!","images":[{"img":"https://static.tigerbbs.com/d89f5fbc42cc8a4eb1d01562183cd168","width":"300","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318661556981832","isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":315828050645104,"gmtCreate":1718114374764,"gmtModify":1718114376599,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>理想mega只要保持这种销量水平的话,只会持续亏钱。L系列看似销量回稳,但其实是全靠L6撑着。如果明年纯电系列销量不好的话,那就彻底完了!","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>理想mega只要保持这种销量水平的话,只会持续亏钱。L系列看似销量回稳,但其实是全靠L6撑着。如果明年纯电系列销量不好的话,那就彻底完了!","text":"$理想汽车(LI)$ 理想mega只要保持这种销量水平的话,只会持续亏钱。L系列看似销量回稳,但其实是全靠L6撑着。如果明年纯电系列销量不好的话,那就彻底完了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315828050645104","isVote":1,"tweetType":1,"viewCount":4867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313566219780144,"gmtCreate":1717593263767,"gmtModify":1717751530255,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>如今看来,蔚来有点像去年的理想,理想吃问界破圈交不出来车,而导致溢出来的订单,蔚来就是吃小米破圈外溢的订单。不过说这些也没用,还是得持续观察财报,蔚来财报近期一直亏损,压力太大了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v 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data-views=\"0\"></v-v>根据中庚基金最新披露的四季报,这个国内基金里配置小鹏港股仓位最多的基金,旗下的三只含小鹏基金都有不同的增减仓。不过这三只基金最近半年净值跌幅都超过了10%,后续如果基民持续赎回的话,今年会继续减仓小鹏。基金经理也在季报中提到了智能车市场一直处于高烈度竞争,投资者无法辨别胜利者,估值的不确定性程度大,也意味着潜在的赔率较高。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <v-v data-views=\"0\"></v-v>根据中庚基金最新披露的四季报,这个国内基金里配置小鹏港股仓位最多的基金,旗下的三只含小鹏基金都有不同的增减仓。不过这三只基金最近半年净值跌幅都超过了10%,后续如果基民持续赎回的话,今年会继续减仓小鹏。基金经理也在季报中提到了智能车市场一直处于高烈度竞争,投资者无法辨别胜利者,估值的不确定性程度大,也意味着潜在的赔率较高。","text":"$小鹏汽车(XPEV)$ 根据中庚基金最新披露的四季报,这个国内基金里配置小鹏港股仓位最多的基金,旗下的三只含小鹏基金都有不同的增减仓。不过这三只基金最近半年净值跌幅都超过了10%,后续如果基民持续赎回的话,今年会继续减仓小鹏。基金经理也在季报中提到了智能车市场一直处于高烈度竞争,投资者无法辨别胜利者,估值的不确定性程度大,也意味着潜在的赔率较高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263637071134760","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260825411964928,"gmtCreate":1704705915940,"gmtModify":1704705918290,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>美团你可真棒,照这个趋势下去,快要跌的我任何一点消费欲望都没有了,要不还是毁灭吧","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"0\"></v-v>美团你可真棒,照这个趋势下去,快要跌的我任何一点消费欲望都没有了,要不还是毁灭吧","text":"$美团-W(03690)$ 美团你可真棒,照这个趋势下去,快要跌的我任何一点消费欲望都没有了,要不还是毁灭吧","images":[{"img":"https://static.tigerbbs.com/8898dde4c3735872f816818db5f32fc7","width":"230","height":"214"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260825411964928","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":656359313,"gmtCreate":1683388975533,"gmtModify":1683423949399,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 基本面好转,得到了资本机构的青睐,股价走势变好也就顺理成章了,已经浅浅的布局了一点点","listText":"<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 基本面好转,得到了资本机构的青睐,股价走势变好也就顺理成章了,已经浅浅的布局了一点点","text":"$Shopify Inc(SHOP)$ 基本面好转,得到了资本机构的青睐,股价走势变好也就顺理成章了,已经浅浅的布局了一点点","images":[{"img":"https://static.tigerbbs.com/079bf417cb6fca6ffea53d7632b245bb","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/9ac78cef96c7a1fb94804afea8aecc16","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/9bd22d642b61c0a7fb90f2e6ba2a59a0","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656359313","isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":320363144548360,"gmtCreate":1719240805533,"gmtModify":1719240807196,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>如今这个形势下,AI下游的各个赛道机会是确定的,比如像特斯拉入局人形机器人产业,带动机器人产业链快速发展。智能驾驶也是一样,特斯拉的AI能力世界顶级,这也是高估值的原因。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>如今这个形势下,AI下游的各个赛道机会是确定的,比如像特斯拉入局人形机器人产业,带动机器人产业链快速发展。智能驾驶也是一样,特斯拉的AI能力世界顶级,这也是高估值的原因。","text":"$特斯拉(TSLA)$ 如今这个形势下,AI下游的各个赛道机会是确定的,比如像特斯拉入局人形机器人产业,带动机器人产业链快速发展。智能驾驶也是一样,特斯拉的AI能力世界顶级,这也是高估值的原因。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320363144548360","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316481916239984,"gmtCreate":1718274009919,"gmtModify":1718274011618,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>说实话,AI产业,国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富,如果说苹果手机接入CHATGPT后能带来突破的话,那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国,但是应用层间,我感觉腾讯完全可以赶上,甚至都能够超越。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>说实话,AI产业,国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富,如果说苹果手机接入CHATGPT后能带来突破的话,那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国,但是应用层间,我感觉腾讯完全可以赶上,甚至都能够超越。","text":"$腾讯控股(00700)$ 说实话,AI产业,国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富,如果说苹果手机接入CHATGPT后能带来突破的话,那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国,但是应用层间,我感觉腾讯完全可以赶上,甚至都能够超越。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316481916239984","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278242616520720,"gmtCreate":1708961167096,"gmtModify":1708961168580,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 从投资角度来看,我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式,而且基于ARM的商业模式,其估值考虑的重点方向不能只看PE。其次,AI风潮对ARM业绩的影响有目共睹,其手机,电脑,数据中心,汽车,物联网领域的最新进展也是一样。从基本面来讲,我认为AI浪潮发展到这个阶段,已经开始对ARM的收入增速产生重大影响,否则它仍然会是那种不温不热的业绩增长","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 从投资角度来看,我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式,而且基于ARM的商业模式,其估值考虑的重点方向不能只看PE。其次,AI风潮对ARM业绩的影响有目共睹,其手机,电脑,数据中心,汽车,物联网领域的最新进展也是一样。从基本面来讲,我认为AI浪潮发展到这个阶段,已经开始对ARM的收入增速产生重大影响,否则它仍然会是那种不温不热的业绩增长","text":"$ARM Holdings Ltd(ARM)$ 从投资角度来看,我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式,而且基于ARM的商业模式,其估值考虑的重点方向不能只看PE。其次,AI风潮对ARM业绩的影响有目共睹,其手机,电脑,数据中心,汽车,物联网领域的最新进展也是一样。从基本面来讲,我认为AI浪潮发展到这个阶段,已经开始对ARM的收入增速产生重大影响,否则它仍然会是那种不温不热的业绩增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278242616520720","isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276782391480336,"gmtCreate":1708604666842,"gmtModify":1708604668494,"author":{"id":"9000000000000687","authorId":"9000000000000687","authorIdStr":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这其实就是增发,而且要付投资人利息,利滚利滚起来很可怕。相信我,我玩过 <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> ,对可转债可谓是很有经验,就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这其实就是增发,而且要付投资人利息,利滚利滚起来很可怕。相信我,我玩过 <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> ,对可转债可谓是很有经验,就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","text":"$超微电脑(SMCI)$ 这其实就是增发,而且要付投资人利息,利滚利滚起来很可怕。相信我,我玩过 $Faraday Future(FFIE)$ ,对可转债可谓是很有经验,就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276782391480336","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}