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关注美股市场的变化，希望从中获得回报
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一个人发呆
一个人发呆
·
11:44
全美最大的医疗保险公司，
$联合健康(UNH)$
每年几百亿利润，不可能一直趴在地上。现在从低点弹了不少，账面终于好看点了。明天财报不求大涨，别暴雷就行。长线拿着，熬过这个周期。
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一个人发呆
一个人发呆
·
11:44
$谷歌(GOOG)$
现在云业务增速不错，Meta、Anthropic都在租TPU用。接下来云大会、财报、I/O大会连着来。市场还老把谷歌当搜索公司看，云+AI这块估值没给够。
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42
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一个人发呆
一个人发呆
·
11:43
$特斯拉(TSLA)$
早就不只是卖车的了。储能增长很快，机器人要亮相，FSD在欧洲拿到许可，老车型停产给新东西让路。跌了两个多月开始企稳，资金在等一个理由回来。长线仓位拿着别动，这些波动不算什么。
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一个人发呆
一个人发呆
·
04-09
$智谱(02513)$
今天又创新高了，AI大模型这块热度真不减。盘中猛拉了一把，GLM-5.1的技术突破，好几个评测里表现都亮眼，再加上企业合作和开发者生态越做越大，商业化也在稳步推，市场预期直接拉满。不过冷静下来看看基本面，现在还是大亏，研发烧钱厉害，行业竞争也越来越狠，估值已经在高位了，短期波动风险不小。
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819
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一个人发呆
一个人发呆
·
04-09
$Meta Platforms, Inc.(META)$
这次是真下血本了，模型性能冲到全球前四，视觉理解直接干到第二。股价已经涨了6个多点，我觉得还能往上走。手里有仓位的拿住别动，没上车的等回调再进。
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793
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一个人发呆
一个人发呆
·
04-09
个人觉得不用天天盯着中东了。大方向就是油价涨、通胀高、不会降息、流动性差，金属很难有大行情。除非战争真结束。黄金国家队在买，或许可以。没别的办法。热点我是不敢追了。
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490
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一个人发呆
一个人发呆
·
04-09
川普嘴上说停火，军队还在往伊朗那边集结。纳指老龙头高开低走，看来看去还是AI设备末端在涨，市场风险不小。
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761
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一个人发呆
一个人发呆
·
04-01
$英伟达(NVDA)$
这20亿投给Marvell，表面看是花钱，其实是买生态。Marvell做定制芯片和光通信DSP，正好补上英伟达的短板。黄仁勋说推理拐点来了，AI工厂遍地开花，光靠GPU不够，网络和互联都得跟上。现在英伟达PE才20倍，比苹果还便宜，估值算是挤干了。这钱花得值。
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1,373
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一个人发呆
一个人发呆
·
04-01
存储穿越周期就搞笑的，股价从来都是先于行业见顶的。
$美光科技(MU)$
业绩爆了，下季度指引也超预期，结果股价跌了30%，利好早就打进去了，加上巨额资本开支，这都是典型的周期股见顶信号。
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一个人发呆
一个人发呆
·
04-01
市场现在跟着川普的社媒一惊一乍，他喊一句TACO，油价就跳水；过两天局势再紧，油价又弹回来。今天油价下跌，就是因为他说两到三周内结束战争。问题是，这话能信吗？
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今天又创新高了，AI大模型这块热度真不减。盘中猛拉了一把，GLM-5.1的技术突破，好几个评测里表现都亮眼，再加上企业合作和开发者生态越做越大，商业化也在稳步推，市场预期直接拉满。不过冷静下来看看基本面，现在还是大亏，研发烧钱厉害，行业竞争也越来越狠，估值已经在高位了，短期波动风险不小。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551653840806032","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551653751246888,"gmtCreate":1775718057677,"gmtModify":1775718060260,"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 这次是真下血本了，模型性能冲到全球前四，视觉理解直接干到第二。股价已经涨了6个多点，我觉得还能往上走。手里有仓位的拿住别动，没上车的等回调再进。","listText":"<a 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