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月下美人还是没人
对美股市场的机会有敏锐的洞察力，希望获益
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月下美人还是没人
月下美人还是没人
·
04-20 11:43
$谷歌(GOOG)$
花钱太狠了，资本开支翻着倍往上涨，股价都吓跌了。虽然钱砸进去是为将来赚钱，但短期看账本压力不小。想追的得有个心理准备。
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月下美人还是没人
月下美人还是没人
·
04-20 11:43
$特斯拉(TSLA)$
Q1交付35.8万辆，比预期少了7000多辆，产量比交付多出来5万辆，库存堆得有点高了。储能也不及预期。车卖得一般，竞争压力也在加剧，这大概是盘后电话会上绕不开的问题。
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月下美人还是没人
月下美人还是没人
·
04-20 11:42
停火协议周三到期，周六伊朗宣布恢复海峡管控，周日美军直接扣船。美方说伊朗没谈拢，伊朗那边说封锁不解除就没得谈。两边各说各话，条件差得远。这周油价怕是消停不了。
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月下美人还是没人
月下美人还是没人
·
04-20 11:42
美股不管怎么看，成分股、技术指标、基本面、情绪，都觉得太离谱了，真是叹为观止。这样的涨幅和速度，到底怎么收场啊，涨得让人害怕。
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198
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月下美人还是没人
月下美人还是没人
·
04-17
$微软(MSFT)$
这次没加多少就涨起来了，有机会还会多买点。我觉得未来十年利润肯定比现在高不少，不认同AI会取代微软，这也是我买入的逻辑之一。说实话微软的确定性不低。
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月下美人还是没人
月下美人还是没人
·
04-17
$英特尔(INTC)$
去年门可罗雀，现在离历史新高就差一步。老陈不愧是芯片教父、点金圣手，川普也功不可没，一年前就说英特尔会成为MAGA的标志性公司，现在真成了。
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2,658
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月下美人还是没人
月下美人还是没人
·
04-17
$阿里巴巴(BABA)$
现在的估值，还是按老电商给的，完全没算上芯片、云、蚂蚁这几张硬牌。平头哥真武芯片大批量出货，阿里云国内第一，AI算力猛增，蚂蚁三成股权也没定价。说白了，市场还在用旧眼光看它。
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月下美人还是没人
月下美人还是没人
·
04-15
$阿里巴巴(BABA)$
今天又涨了点，AI这块确实硬，千问、视频模型都是全球第一。但电商主业太拉胯了，一个季度赚的钱比去年还少一大截，下滑速度还在加快。拿着阿里就跟坐过山车似的，永远睡不踏实。
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1,031
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月下美人还是没人
月下美人还是没人
·
04-15
创新药这一阶段还是游资主导，炒的很多都是乱七八糟的小医药股。业绩不错的医药反而没怎么涨，文件出来直接砸了，反而是低吸机会。后面机构入场才是主升浪，看好整个二季度的医药。
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月下美人还是没人
月下美人还是没人
·
04-15
$甲骨文(ORCL)$
从300多跌到140，跌了够久了。今天和Bloom Energy扩大合作，双方股价都大涨。加上换了新CFO、AI产品在推、手里还有大把订单，看着真要反弹了。
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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 这次没加多少就涨起来了，有机会还会多买点。我觉得未来十年利润肯定比现在高不少，不认同AI会取代微软，这也是我买入的逻辑之一。说实话微软的确定性不低。 ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 这次没加多少就涨起来了，有机会还会多买点。我觉得未来十年利润肯定比现在高不少，不认同AI会取代微软，这也是我买入的逻辑之一。说实话微软的确定性不低。 ","text":"$微软(MSFT)$ 这次没加多少就涨起来了，有机会还会多买点。我觉得未来十年利润肯定比现在高不少，不认同AI会取代微软，这也是我买入的逻辑之一。说实话微软的确定性不低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554558512320576","isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554558698500928,"gmtCreate":1776396508901,"gmtModify":1776396511117,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010336","authorIdStr":"10000000000010336"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 去年门可罗雀，现在离历史新高就差一步。老陈不愧是芯片教父、点金圣手，川普也功不可没，一年前就说英特尔会成为MAGA的标志性公司，现在真成了。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 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","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 现在的估值，还是按老电商给的，完全没算上芯片、云、蚂蚁这几张硬牌。平头哥真武芯片大批量出货，阿里云国内第一，AI算力猛增，蚂蚁三成股权也没定价。说白了，市场还在用旧眼光看它。 ","text":"$阿里巴巴(BABA)$ 现在的估值，还是按老电商给的，完全没算上芯片、云、蚂蚁这几张硬牌。平头哥真武芯片大批量出货，阿里云国内第一，AI算力猛增，蚂蚁三成股权也没定价。说白了，市场还在用旧眼光看它。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554558520697720","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553896399086456,"gmtCreate":1776234815738,"gmtModify":1776234818218,"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010336","authorIdStr":"10000000000010336"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 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href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 从300多跌到140，跌了够久了。今天和Bloom Energy扩大合作，双方股价都大涨。加上换了新CFO、AI产品在推、手里还有大把订单，看着真要反弹了。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 从300多跌到140，跌了够久了。今天和Bloom Energy扩大合作，双方股价都大涨。加上换了新CFO、AI产品在推、手里还有大把订单，看着真要反弹了。","text":"$甲骨文(ORCL)$ 从300多跌到140，跌了够久了。今天和Bloom 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