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蚍蜉先撼小树
期待通过美股投资实现个人财务目标
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-17
$甲骨文(ORCL)$
手里捏着大把的未来订单，是年营收的好几倍，业绩再差也有底。花旗刚上调目标价，说回调就是买入机会。这股拿着应该比瞎折腾强。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-17
$美国超微公司(AMD)$
的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-17
$阿里巴巴(BABA)$
就是中国版的亚马逊！现在亚马逊的核心生意就是AWS，几年之后阿里巴巴的核心生意就是阿里云！阿里云现在增速摆在那，AI需求又这么猛，迟早撑起整个阿里的估值。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-15
$阿斯麦(ASML)$
这次业绩值得博弈一下，前两次都miss了。最关键的是，存储进入下一代节点，1C DRAM一定需要EUV。之前就传闻海力士、三星各有100亿级别的订单，就看这次业绩会能不能落地。不再披露短期订单，但对存储扩产可以更乐观些，还有中国区DUV订单。
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329
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-15
纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。
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323
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-15
$闪迪(SNDK)$
今天跌了点，涨了这么多总得喘口气。AI对NAND的需求逻辑没变，HBF也还没量产，基本面没啥问题。这波就是涨多了的技术性回调，获利盘太多需要消化。
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2,145
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-15
美联储最鸽的古尔斯比都改口了，说战争拖越久降息越晚，搞不好要到2027。贝森特也让美联储"观望"。油价跌一天没用，高利率压制是长期的。
$标普500(.SPX)$
这波反弹且涨且珍惜。
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907
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1
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-08
$阿里巴巴-W(09988)$
今天涨了7个点，终于硬气一回了。海峡开了油价崩了，之前压着科技股的石头搬开了一点。南向资金跑了100多亿有点烦，但港股通这帮人向来跑得快，不跟他们卷。手里有货的先拿着，等周五谈判结果再说。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-08
SpaceX上市至少还要两三个月，中间能炒好几轮预期。每次有进展，板块就脉冲一下。别真当长线拿着，情绪一退潮，跌得比谁都快。记住：太空板块是赌场，不是价值投资。玩玩可以，别当真。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-08
别人问我
$闪迪(SNDK)$
看到多少，我说看到2027年。AI吃存储，原厂锁产能，这逻辑没毛病。但你要是天天盯着K线，那还是趁早卖了，省得心脏受不了。我反正放着，爱涨不涨。
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手里捏着大把的未来订单，是年营收的好几倍，业绩再差也有底。花旗刚上调目标价，说回调就是买入机会。这股拿着应该比瞎折腾强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/554557807394880","isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"content":"股价一上涨，你们就发这些，下跌的时候你们去哪里了","text":"股价一上涨，你们就发这些，下跌的时候你们去哪里了","html":"股价一上涨，你们就发这些，下跌的时候你们去哪里了"},{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"content":"2026年，我看到260不算贪吧，","text":"2026年，我看到260不算贪吧，","html":"2026年，我看到260不算贪吧，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554557638271896,"gmtCreate":1776396348191,"gmtModify":1776396350777,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。","text":"$美国超微公司(AMD)$ 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DRAM一定需要EUV。之前就传闻海力士、三星各有100亿级别的订单，就看这次业绩会能不能落地。不再披露短期订单，但对存储扩产可以更乐观些，还有中国区DUV订单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553895794447240","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553895653847944,"gmtCreate":1776234633898,"gmtModify":1776234636774,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。","listText":"纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。","text":"纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553895653847944","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553895502811968,"gmtCreate":1776234595891,"gmtModify":1776234598296,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 今天跌了点，涨了这么多总得喘口气。AI对NAND的需求逻辑没变，HBF也还没量产，基本面没啥问题。这波就是涨多了的技术性回调，获利盘太多需要消化。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 今天跌了点，涨了这么多总得喘口气。AI对NAND的需求逻辑没变，HBF也还没量产，基本面没啥问题。这波就是涨多了的技术性回调，获利盘太多需要消化。","text":"$闪迪(SNDK)$ 今天跌了点，涨了这么多总得喘口气。AI对NAND的需求逻辑没变，HBF也还没量产，基本面没啥问题。这波就是涨多了的技术性回调，获利盘太多需要消化。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553895502811968","isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553895028605008,"gmtCreate":1776234560189,"gmtModify":1776234563198,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"美联储最鸽的古尔斯比都改口了，说战争拖越久降息越晚，搞不好要到2027。贝森特也让美联储\"观望\"。油价跌一天没用，高利率压制是长期的。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 这波反弹且涨且珍惜。","listText":"美联储最鸽的古尔斯比都改口了，说战争拖越久降息越晚，搞不好要到2027。贝森特也让美联储\"观望\"。油价跌一天没用，高利率压制是长期的。 <a 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href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> 今天涨了7个点，终于硬气一回了。海峡开了油价崩了，之前压着科技股的石头搬开了一点。南向资金跑了100多亿有点烦，但港股通这帮人向来跑得快，不跟他们卷。手里有货的先拿着，等周五谈判结果再说。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> 今天涨了7个点，终于硬气一回了。海峡开了油价崩了，之前压着科技股的石头搬开了一点。南向资金跑了100多亿有点烦，但港股通这帮人向来跑得快，不跟他们卷。手里有货的先拿着，等周五谈判结果再说。","text":"$阿里巴巴-W(09988)$ 今天涨了7个点，终于硬气一回了。海峡开了油价崩了，之前压着科技股的石头搬开了一点。南向资金跑了100多亿有点烦，但港股通这帮人向来跑得快，不跟他们卷。手里有货的先拿着，等周五谈判结果再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/551332254650432","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010336","authorId":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010336","authorIdStr":"10000000000010336"},"content":"涨一天就喊硬气，忘了前面跌了多少天？","text":"涨一天就喊硬气，忘了前面跌了多少天？","html":"涨一天就喊硬气，忘了前面跌了多少天？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551331659640976,"gmtCreate":1775639439664,"gmtModify":1775639442317,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"SpaceX上市至少还要两三个月，中间能炒好几轮预期。每次有进展，板块就脉冲一下。别真当长线拿着，情绪一退潮，跌得比谁都快。记住：太空板块是赌场，不是价值投资。玩玩可以，别当真。","listText":"SpaceX上市至少还要两三个月，中间能炒好几轮预期。每次有进展，板块就脉冲一下。别真当长线拿着，情绪一退潮，跌得比谁都快。记住：太空板块是赌场，不是价值投资。玩玩可以，别当真。","text":"SpaceX上市至少还要两三个月，中间能炒好几轮预期。每次有进展，板块就脉冲一下。别真当长线拿着，情绪一退潮，跌得比谁都快。记住：太空板块是赌场，不是价值投资。玩玩可以，别当真。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551331659640976","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551331564986528,"gmtCreate":1775639405646,"gmtModify":1775639408711,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010340","authorIdStr":"10000000000010340"},"themes":[],"title":"","htmlText":"别人问我 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 看到多少，我说看到2027年。AI吃存储，原厂锁产能，这逻辑没毛病。但你要是天天盯着K线，那还是趁早卖了，省得心脏受不了。我反正放着，爱涨不涨。","listText":"别人问我 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 看到多少，我说看到2027年。AI吃存储，原厂锁产能，这逻辑没毛病。但你要是天天盯着K线，那还是趁早卖了，省得心脏受不了。我反正放着，爱涨不涨。","text":"别人问我 $闪迪(SNDK)$ 看到多少，我说看到2027年。AI吃存储，原厂锁产能，这逻辑没毛病。但你要是天天盯着K线，那还是趁早卖了，省得心脏受不了。我反正放着，爱涨不涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551331564986528","isVote":1,"tweetType":1,"viewCount":3582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}