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对美国市场的未来走势持积极态度
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究极失眠患者
究极失眠患者
·
11:50
$苹果(AAPL)$
换帅消息一出，盘后股价跌了，说明大家心里没底。库克把苹果从几千亿带到几万亿，新CEO以前没管过公司，一来就当老大。AI这波正激烈，突然换人，不确定性太大。我先观望，不加仓。
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究极失眠患者
究极失眠患者
·
11:49
$英特尔(INTC)$
肯定还有消息没放出来。从低位上来的，没理由现在就走，这估值还有空间。真男人就得硬扛波动。这股拿着心里踏实，怕什么。
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844
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究极失眠患者
究极失眠患者
·
04-16
$台积电(TSM)$
法说会前已经猛涨了一大波，从低点上来涨了快20%。股价涨多了，财报出来资金借利好出货也很正常。这种技术性回调不是基本面变了，是短线涨太猛需要消化。
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究极失眠患者
究极失眠患者
·
04-16
$英伟达(NVDA)$
真的猛，AI这波需求真不是吹的，订单都排到好几年后。手里有的拿稳，别急着跑。跌了就是加仓机会。
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433
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1
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究极失眠患者
究极失眠患者
·
04-16
$标普500(.SPX)$
从3月30号的底部已经涨了709点，真离谱。把价格看成圆的度数，这个涨幅已经很接近360°的两倍720点。下一个时间节点是6月3号，这期间一个半月内不会再有什么大的波段交易机会。
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1,403
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究极失眠患者
究极失眠患者
·
04-10
$阿里巴巴-W(09988)$
这次视频模型真的猛，文生视频直接干到全球第一。带队的是从快手挖来的大牛，才来几个月就憋出个大招。阿里在视频这块一直不吭声，这次是真有东西。
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1,636
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究极失眠患者
究极失眠患者
·
04-10
亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。
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究极失眠患者
究极失眠患者
·
04-10
美鼓当红炸子鸡
$闪迪(SNDK)$
，炒美股真不能怕高，你越怕它越涨。逻辑没变，业绩好的票天天涨，跌了也能拉回来。闪迪前几天跌下去，这不又拉回来了。
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究极失眠患者
究极失眠患者
·
04-10
$纳斯达克(.IXIC)$
这波七连涨，看着挺唬人。但停火协议第一天就被炸没了，两边条件差那么多，谈成希望不大。这涨势就是情绪撑着，别太当真。
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究极失眠患者
究极失眠患者
·
04-03
SpaceX这一上市，整个太空板块的估值天花板要被重新定义了。以前商业航天没个标杆，机构不敢给高估值，现在SpaceX带着万亿级别的估值进场，RKLB这种第二梯队的公司自然会被重估。
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换帅消息一出，盘后股价跌了，说明大家心里没底。库克把苹果从几千亿带到几万亿，新CEO以前没管过公司，一来就当老大。AI这波正激烈，突然换人，不确定性太大。我先观望，不加仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555961794020160","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"content":"AI激战正酣，苹果突然换帅，这仗还怎么打？","text":"AI激战正酣，苹果突然换帅，这仗还怎么打？","html":"AI激战正酣，苹果突然换帅，这仗还怎么打？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555961987674272,"gmtCreate":1776743369336,"gmtModify":1776743371605,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 肯定还有消息没放出来。从低位上来的，没理由现在就走，这估值还有空间。真男人就得硬扛波动。这股拿着心里踏实，怕什么。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 肯定还有消息没放出来。从低位上来的，没理由现在就走，这估值还有空间。真男人就得硬扛波动。这股拿着心里踏实，怕什么。","text":"$英特尔(INTC)$ 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真的猛，AI这波需求真不是吹的，订单都排到好几年后。手里有的拿稳，别急着跑。跌了就是加仓机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554207346606144","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554207610946368,"gmtCreate":1776310794166,"gmtModify":1776310796339,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 从3月30号的底部已经涨了709点，真离谱。把价格看成圆的度数，这个涨幅已经很接近360°的两倍720点。下一个时间节点是6月3号，这期间一个半月内不会再有什么大的波段交易机会。","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 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这次视频模型真的猛，文生视频直接干到全球第一。带队的是从快手挖来的大牛，才来几个月就憋出个大招。阿里在视频这块一直不吭声，这次是真有东西。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> 这次视频模型真的猛，文生视频直接干到全球第一。带队的是从快手挖来的大牛，才来几个月就憋出个大招。阿里在视频这块一直不吭声，这次是真有东西。","text":"$阿里巴巴-W(09988)$ 这次视频模型真的猛，文生视频直接干到全球第一。带队的是从快手挖来的大牛，才来几个月就憋出个大招。阿里在视频这块一直不吭声，这次是真有东西。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/552017742016592","isVote":1,"tweetType":1,"viewCount":1636,"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":"文生视频卷成这样，阿里突然杀出来，其他家该睡不着了","text":"文生视频卷成这样，阿里突然杀出来，其他家该睡不着了","html":"文生视频卷成这样，阿里突然杀出来，其他家该睡不着了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017234006176,"gmtCreate":1775806805309,"gmtModify":1775807248718,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。","listText":"亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。","text":"亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552017234006176","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017089294496,"gmtCreate":1775806769979,"gmtModify":1775806772709,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"themes":[],"title":"","htmlText":"美鼓当红炸子鸡 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