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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
·
04-21 11:42
$联合健康(UNH)$
预期利润比去年掉了一截，医疗成本还在往上走。大行虽然看好，但也承认改善需要时间。明天财报能不能超预期不好说，但指望大涨也不太现实。手里有的拿着，想追的等落地再说。
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cc爱中分
cc爱中分
·
04-21 11:41
$谷歌(GOOG)$
这次TPU搞双芯，一个管训练，一个管推理。推理芯片能省钱，企业AI落地最看重成本。加上还在跟那边聊新芯片，供应链越来越广。云大会要开了，这块看点不少。
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cc爱中分
cc爱中分
·
04-21 11:41
$特斯拉(TSLA)$
明天发财报，交付量比预期差了一截，生产出来的车堆在库里卖不动。毛利率大概率要往下掉，有机构直接喊目标价砍到腰斩。车卖得不好，竞争越来越狠，这次财报怕没什么好消息。
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cc爱中分
cc爱中分
·
04-20 11:46
安卓系统免费给手机厂用，看着不赚钱，但绑住了几十亿用户。
$谷歌(GOOG)$
靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。
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cc爱中分
cc爱中分
·
04-20 11:45
$特斯拉(TSLA)$
股价最近反弹了不少，AI5芯片流片的消息起了作用。总算不是光靠卖车讲故事的阶段了。不过AI和机器人商业化还早，资本支出压力不小，短期账本上能撑多久还得看。
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cc爱中分
cc爱中分
·
04-20 11:45
上周五市场还在庆祝海峡重开，周末直接反转。伊朗二次封锁，美方直接扣船，油轮不敢过海峡。消息面一天三变，这种行情别跟消息面硬刚，等周三过了再说。
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cc爱中分
cc爱中分
·
04-20 11:44
$标普500(.SPX)$
期货已经跌了快1个点了。周末消息来回变，从“接近达成协议”到“伊朗拒绝谈判”，就隔了不到48小时。停火协议周三到期，两边条件差这么远，能续签才怪。周五追进去的，今天怕是要吃面。这位置先出来看看，不跟它赌了。
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cc爱中分
cc爱中分
·
04-15
观察小米好几个月了，现在还买
$小米集团-W(01810)$
的人真的是有信仰。不过话说回来，短期该拉一波了。但长期看没啥用，科技股在香港市盈率长期就17倍左右。业务上没有大突破的话，也就这样了。
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cc爱中分
cc爱中分
·
04-15
创新药终于开始硬气了，上面那个文件直接点燃了板块。以前创新药一上市就得降价，现在允许自主定价还能保价一段时间，医保之外也能卖高价，利润空间总算打开了。
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cc爱中分
cc爱中分
·
04-15
$微软(MSFT)$
手里捏着5000多亿的未来订单，是年营收的好几倍，业绩再差也有个底。问题是数据中心扩张自己踩了刹车，现在急急忙忙搞天然气发电补产能。这波反弹能不能变成反转，就看AI的钱啥时候真落到账上。
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预期利润比去年掉了一截，医疗成本还在往上走。大行虽然看好，但也承认改善需要时间。明天财报能不能超预期不好说，但指望大涨也不太现实。手里有的拿着，想追的等落地再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555960208269408","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555959742288704,"gmtCreate":1776742902420,"gmtModify":1776742987860,"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> 这次TPU搞双芯，一个管训练，一个管推理。推理芯片能省钱，企业AI落地最看重成本。加上还在跟那边聊新芯片，供应链越来越广。云大会要开了，这块看点不少。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 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<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。","listText":"安卓系统免费给手机厂用，看着不赚钱，但绑住了几十亿用户。 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。","text":"安卓系统免费给手机厂用，看着不赚钱，但绑住了几十亿用户。 $谷歌(GOOG)$ 靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555624399451032","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555624281002048,"gmtCreate":1776656752564,"gmtModify":1776656755070,"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/TSLA\">$特斯拉(TSLA)$</a> 股价最近反弹了不少，AI5芯片流片的消息起了作用。总算不是光靠卖车讲故事的阶段了。不过AI和机器人商业化还早，资本支出压力不小，短期账本上能撑多久还得看。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股价最近反弹了不少，AI5芯片流片的消息起了作用。总算不是光靠卖车讲故事的阶段了。不过AI和机器人商业化还早，资本支出压力不小，短期账本上能撑多久还得看。","text":"$特斯拉(TSLA)$ 股价最近反弹了不少，AI5芯片流片的消息起了作用。总算不是光靠卖车讲故事的阶段了。不过AI和机器人商业化还早，资本支出压力不小，短期账本上能撑多久还得看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555624281002048","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555624082789272,"gmtCreate":1776656710622,"gmtModify":1776656713410,"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":"上周五市场还在庆祝海峡重开，周末直接反转。伊朗二次封锁，美方直接扣船，油轮不敢过海峡。消息面一天三变，这种行情别跟消息面硬刚，等周三过了再说。","listText":"上周五市场还在庆祝海峡重开，周末直接反转。伊朗二次封锁，美方直接扣船，油轮不敢过海峡。消息面一天三变，这种行情别跟消息面硬刚，等周三过了再说。","text":"上周五市场还在庆祝海峡重开，周末直接反转。伊朗二次封锁，美方直接扣船，油轮不敢过海峡。消息面一天三变，这种行情别跟消息面硬刚，等周三过了再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555624082789272","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555624403850048,"gmtCreate":1776656690871,"gmtModify":1776656693394,"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 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期货已经跌了快1个点了。周末消息来回变，从“接近达成协议”到“伊朗拒绝谈判”，就隔了不到48小时。停火协议周三到期，两边条件差这么远，能续签才怪。周五追进去的，今天怕是要吃面。这位置先出来看看，不跟它赌了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555624403850048","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553897377792888,"gmtCreate":1776235054680,"gmtModify":1776235057221,"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":"观察小米好几个月了，现在还买 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 的人真的是有信仰。不过话说回来，短期该拉一波了。但长期看没啥用，科技股在香港市盈率长期就17倍左右。业务上没有大突破的话，也就这样了。","listText":"观察小米好几个月了，现在还买 <a 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的人真的是有信仰。不过话说回来，短期该拉一波了。但长期看没啥用，科技股在香港市盈率长期就17倍左右。业务上没有大突破的话，也就这样了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553897377792888","isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553896869859392,"gmtCreate":1776235021328,"gmtModify":1776235024262,"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":"创新药终于开始硬气了，上面那个文件直接点燃了板块。以前创新药一上市就得降价，现在允许自主定价还能保价一段时间，医保之外也能卖高价，利润空间总算打开了。","listText":"创新药终于开始硬气了，上面那个文件直接点燃了板块。以前创新药一上市就得降价，现在允许自主定价还能保价一段时间，医保之外也能卖高价，利润空间总算打开了。","text":"创新药终于开始硬气了，上面那个文件直接点燃了板块。以前创新药一上市就得降价，现在允许自主定价还能保价一段时间，医保之外也能卖高价，利润空间总算打开了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553896869859392","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553897124017016,"gmtCreate":1776234992723,"gmtModify":1776234995073,"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/MSFT\">$微软(MSFT)$</a> 手里捏着5000多亿的未来订单，是年营收的好几倍，业绩再差也有个底。问题是数据中心扩张自己踩了刹车，现在急急忙忙搞天然气发电补产能。这波反弹能不能变成反转，就看AI的钱啥时候真落到账上。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 手里捏着5000多亿的未来订单，是年营收的好几倍，业绩再差也有个底。问题是数据中心扩张自己踩了刹车，现在急急忙忙搞天然气发电补产能。这波反弹能不能变成反转，就看AI的钱啥时候真落到账上。","text":"$微软(MSFT)$ 手里捏着5000多亿的未来订单，是年营收的好几倍，业绩再差也有个底。问题是数据中心扩张自己踩了刹车，现在急急忙忙搞天然气发电补产能。这波反弹能不能变成反转，就看AI的钱啥时候真落到账上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553897124017016","isVote":1,"tweetType":1,"viewCount":3360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010343","idStr":"10000000000010343"},"content":"5000亿订单是纸面富贵，落到账上才算数","text":"5000亿订单是纸面富贵，落到账上才算数","html":"5000亿订单是纸面富贵，落到账上才算数"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}