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cc爱中分
关注美股市场的创新公司，希望投资成功
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cc爱中分
cc爱中分
·
05-14
$纳斯达克(.IXIC)$
又创新高了，CPI、PPI这些数据一个比一个高，但科技股还能涨，说明是真赚钱撑着，涨归涨，但估值确实不便宜了。油价还在高位，美联储不会松口。这位置追高有点心虚，等回调再说。
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cc爱中分
cc爱中分
·
05-11
$闪迪(SNDK)$
今年涨得是真猛，AI太吃NAND闪存了，数据中心的企业级SSD卖爆了。产能根本不够分，订单排到老远。短期不用急着跑，涨价周期还在后面。
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2,606
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2
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cc爱中分
cc爱中分
·
05-07
降息没那么快，美联储还在观望。黄金想继续冲，得看经济数据配不配合。今晚非农要是弱，金价还能再拉一波。
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1,205
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cc爱中分
cc爱中分
·
05-06
$Lumentum Holdings Inc.(LITE)$
这次电话会最大的亮点是CPO和OCS这两项新业务。明年就要开始贡献收入了，感觉可以期待一下。
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2,521
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编组 21备份 2
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cc爱中分
cc爱中分
·
05-01
$纳斯达克(.IXIC)$
创新高，但内部撕裂得很。谷歌涨得快，Meta反而暴跌。同样的AI叙事，能不能变成真金白银，市场分得很清楚。
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1,120
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编组 21备份 2
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cc爱中分
cc爱中分
·
04-30
$谷歌(GOOG)$
确实强，搜索的基本盘收入和利润都挺好，一点没受影响的感觉。云业务有点逆天，收入和利润率的增速一轮比一轮高。整体看，谷歌在大把烧钱的当下，成本优势还是很明显。
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1,277
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1
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1
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cc爱中分
cc爱中分
·
04-27
$闪迪(SNDK)$
最近真猛，股价一路飙，创了新高。老大哥吃肉，总算没忘了带小老弟。这几天存储板块全被带起来了，跟着喝口汤。说到底还是大环境回暖，加上AI太吃内存，硬盘根本不够卖，价格也在涨。
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872
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编组 21备份 2
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cc爱中分
cc爱中分
·
04-27
$英伟达(NVDA)$
的护城河还在，只是没以前那么深了。竞争越来越多，中国市场也在丢。长期拿着没问题，想再翻几倍不太现实。
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2,798
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3
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1
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cc爱中分
cc爱中分
·
04-27
$特斯拉(TSLA)$
Q1的账本确实能打，毛利率干到21.1%，EPS超预期，自由现金流还很猛。市场本来以为它要缺钱了，结果账上现金更多了。盘后涨了4%，说明数据本身没问题。问题在别处。
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2,053
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1
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3
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cc爱中分
cc爱中分
·
04-27
英特尔财报一出，
$美国超微公司(AMD)$
跟着涨了近10%。两家是一根绳上的蚂蚱，CPU价值重估，谁都有汤喝。对于英特尔财报中反映出的持续利好周期，AMD同样会受益。我仓位不动等着。
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又创新高了，CPI、PPI这些数据一个比一个高，但科技股还能涨，说明是真赚钱撑着，涨归涨，但估值确实不便宜了。油价还在高位，美联储不会松口。这位置追高有点心虚，等回调再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564143050428648","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562950769156120,"gmtCreate":1778471858792,"gmtModify":1778471861064,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 今年涨得是真猛，AI太吃NAND闪存了，数据中心的企业级SSD卖爆了。产能根本不够分，订单排到老远。短期不用急着跑，涨价周期还在后面。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 今年涨得是真猛，AI太吃NAND闪存了，数据中心的企业级SSD卖爆了。产能根本不够分，订单排到老远。短期不用急着跑，涨价周期还在后面。","text":"$闪迪(SNDK)$ 今年涨得是真猛，AI太吃NAND闪存了，数据中心的企业级SSD卖爆了。产能根本不够分，订单排到老远。短期不用急着跑，涨价周期还在后面。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562950769156120","isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561570825216032,"gmtCreate":1778134961022,"gmtModify":1778134964517,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"title":"","htmlText":"降息没那么快，美联储还在观望。黄金想继续冲，得看经济数据配不配合。今晚非农要是弱，金价还能再拉一波。","listText":"降息没那么快，美联储还在观望。黄金想继续冲，得看经济数据配不配合。今晚非农要是弱，金价还能再拉一波。","text":"降息没那么快，美联储还在观望。黄金想继续冲，得看经济数据配不配合。今晚非农要是弱，金价还能再拉一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561570825216032","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561179545998016,"gmtCreate":1778039436749,"gmtModify":1778039439146,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 这次电话会最大的亮点是CPO和OCS这两项新业务。明年就要开始贡献收入了，感觉可以期待一下。","listText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 这次电话会最大的亮点是CPO和OCS这两项新业务。明年就要开始贡献收入了，感觉可以期待一下。","text":"$Lumentum Holdings Inc.(LITE)$ 这次电话会最大的亮点是CPO和OCS这两项新业务。明年就要开始贡献收入了，感觉可以期待一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561179545998016","isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559459366568808,"gmtCreate":1777619536100,"gmtModify":1777619538494,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 创新高，但内部撕裂得很。谷歌涨得快，Meta反而暴跌。同样的AI叙事，能不能变成真金白银，市场分得很清楚。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 创新高，但内部撕裂得很。谷歌涨得快，Meta反而暴跌。同样的AI叙事，能不能变成真金白银，市场分得很清楚。","text":"$纳斯达克(.IXIC)$ 创新高，但内部撕裂得很。谷歌涨得快，Meta反而暴跌。同样的AI叙事，能不能变成真金白银，市场分得很清楚。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559459366568808","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559091869705056,"gmtCreate":1777529813142,"gmtModify":1777529815487,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 确实强，搜索的基本盘收入和利润都挺好，一点没受影响的感觉。云业务有点逆天，收入和利润率的增速一轮比一轮高。整体看，谷歌在大把烧钱的当下，成本优势还是很明显。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 确实强，搜索的基本盘收入和利润都挺好，一点没受影响的感觉。云业务有点逆天，收入和利润率的增速一轮比一轮高。整体看，谷歌在大把烧钱的当下，成本优势还是很明显。","text":"$谷歌(GOOG)$ 确实强，搜索的基本盘收入和利润都挺好，一点没受影响的感觉。云业务有点逆天，收入和利润率的增速一轮比一轮高。整体看，谷歌在大把烧钱的当下，成本优势还是很明显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559091869705056","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"content":"搜索没受冲击说明护城河还在，那些喊谷歌要完的人可以闭嘴了","text":"搜索没受冲击说明护城河还在，那些喊谷歌要完的人可以闭嘴了","html":"搜索没受冲击说明护城河还在，那些喊谷歌要完的人可以闭嘴了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558040702063464,"gmtCreate":1777273182461,"gmtModify":1777273184738,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 最近真猛，股价一路飙，创了新高。老大哥吃肉，总算没忘了带小老弟。这几天存储板块全被带起来了，跟着喝口汤。说到底还是大环境回暖，加上AI太吃内存，硬盘根本不够卖，价格也在涨。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 最近真猛，股价一路飙，创了新高。老大哥吃肉，总算没忘了带小老弟。这几天存储板块全被带起来了，跟着喝口汤。说到底还是大环境回暖，加上AI太吃内存，硬盘根本不够卖，价格也在涨。","text":"$闪迪(SNDK)$ 最近真猛，股价一路飙，创了新高。老大哥吃肉，总算没忘了带小老弟。这几天存储板块全被带起来了，跟着喝口汤。说到底还是大环境回暖，加上AI太吃内存，硬盘根本不够卖，价格也在涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558040702063464","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558040851149504,"gmtCreate":1777273153827,"gmtModify":1777273323046,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的护城河还在，只是没以前那么深了。竞争越来越多，中国市场也在丢。长期拿着没问题，想再翻几倍不太现实。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的护城河还在，只是没以前那么深了。竞争越来越多，中国市场也在丢。长期拿着没问题，想再翻几倍不太现实。","text":"$英伟达(NVDA)$ 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