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梦想去拉萨
梦想去拉萨
·
04-16
$IONQ Inc.(IONQ)$
一年营收才2亿多美金，市值干到150多亿，PS快70倍。英伟达入局做量子软件栈，万一哪天自己搞硬件，这群小弟全得重估。CEO说2027年前还在烧钱，盈亏平衡要等到十年末。这种票，赚了就跑，别做长线情人。
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梦想去拉萨
梦想去拉萨
·
04-16
$特斯拉(TSLA)$
AI5芯片流片了，性能比上一代提升几十倍，能耗还更低。马斯克这次玩真的，FSD、机器人都等着这颗芯。瑞银都松口上调评级了，手里有的拿住。
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梦想去拉萨
梦想去拉萨
·
04-13
美国现在直接把伊朗港口堵了，油价又涨上去了。现在92号汽油都快9块了，后面还得涨，短期下不来。这仗再打下去，钱包真扛不住。
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176
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梦想去拉萨
梦想去拉萨
·
04-13
$台积电(TSM)$
产能卡脖子，AI行情的路就窄了。钱现在都往硬的地方挤，从软件跑到硬件、能源，从终端往上游制造、材料钻，专挑扩产最难的那几个环节下手。行情不再撒胡椒面了，全看谁手里握着产能。
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梦想去拉萨
梦想去拉萨
·
04-13
代表团撤了别慌，拂袖而去不是谈崩，是谈判的最高潮。两边都扛不住极端后果，极限施压就是为了最后签个丑陋的协议。地缘黑天鹅对我们唯一的价值，就是给持仓做压力测试。别管外面打不打，就问公司护城河够不够深。宏观再烂它也能赚钱，那恐慌砸出来的坑就是机会。少猜大势，多看基本面。
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308
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梦想去拉萨
梦想去拉萨
·
04-08
有意思，年初CMS说2027年医保支付涨幅只给0.09%，当时
$联合健康(UNH)$
直接崩了。现在定下来是2.48%，虽然还是赶不上医疗通胀，但比之前那个接近零的数字好多了。UNH最近连着涨了好几天，就是这个原因。
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梦想去拉萨
梦想去拉萨
·
04-08
黄金这东西很特别，它不生息，但极端情况下是美元信用的逃生门。这次停火协议让油价崩了，但黄金没跟跌反而涨，说明市场对美元信用的担忧还在。短期走势不好猜，但长期逻辑没变——不看好美元，就拿着黄金。现在这个位置，想配就分批买，别一把梭。
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梦想去拉萨
梦想去拉萨
·
04-08
停火两周，海峡重开，油价下跌，美元破99，降息预期又回来了。纳指直接突破两个月的下降趋势线，这才是真正的反转信号。之前被压制太久，现在情绪释放，该干活了。
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梦想去拉萨
梦想去拉萨
·
04-07
高盛已经把年底油价预测从71美元调到80美元了。我觉得就算停火了，风险溢价也不会完全消失。海峡封锁这事让所有买家都长了记性，以后运费和保险里都得加一笔。油价回不到战前了，中枢抬上去是大概率。
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梦想去拉萨
梦想去拉萨
·
04-07
$美光科技(MU)$
今天总算涨了点，但别急着高兴。前面跌那么狠，今天这3个多点就是个技术性反弹，利好早就出尽了。SK海力士要来美股上市，独苗地位不保，资金还得分流。我反正先看看，不急着追。
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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 产能卡脖子，AI行情的路就窄了。钱现在都往硬的地方挤，从软件跑到硬件、能源，从终端往上游制造、材料钻，专挑扩产最难的那几个环节下手。行情不再撒胡椒面了，全看谁手里握着产能。","text":"$台积电(TSM)$ 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