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梦想去拉萨
梦想去拉萨
·
05-18
通胀数据吓死人，降息彻底没戏了。
$纳斯达克(.IXIC)$
这周肯定要抖三抖。但急跌就是机会，我不怕，你敢砸我就敢接。
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729
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梦想去拉萨
梦想去拉萨
·
05-14
$腾讯控股(00700)$
的打法不是只搞一个大模型，而是把AI塞进每个产品里。元宝、WorkBuddy全跑起来了。下半年国产算力到位后，外部商业化才能真起飞。上半年卡在算力上，下半年才是重头戏。
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1
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梦想去拉萨
梦想去拉萨
·
05-11
SpaceX快上市了，整个太空板块都被带热。
$Rocket Lab USA, Inc.(RKLB)$
作为二号玩家，自然跟着喝汤。只要太空故事还在讲，它就还能飞一会儿。
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2,351
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梦想去拉萨
梦想去拉萨
·
05-08
小非农已经超预期了，万一今晚非农也跟着强，科技股怕是要挨捶。
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645
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编组 21备份 2
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梦想去拉萨
梦想去拉萨
·
05-07
$纳斯达克(.IXIC)$
这波涨幅里，七巨头占了大部分。中小科技股反而没怎么动。想追的可以看看补涨逻辑，但别指望弹性跟龙头一样猛。
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1,350
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编组 21备份 2
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梦想去拉萨
梦想去拉萨
·
05-01
$谷歌(GOOG)$
这份财报确实没得挑，营收利润都涨得挺好，云业务也突破了一个大关。还开始回购分红，对股东挺大方。盘后大涨，合情合理。
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3,328
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编组 21备份 2
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梦想去拉萨
梦想去拉萨
·
04-30
$苹果(AAPL)$
在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。
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1,188
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1
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梦想去拉萨
梦想去拉萨
·
04-29
没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。
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1,459
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梦想去拉萨
梦想去拉萨
·
04-29
$谷歌(GOOG)$
今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。
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1,809
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2
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梦想去拉萨
梦想去拉萨
·
04-22
$联合健康(UNH)$
这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。
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作为二号玩家，自然跟着喝汤。只要太空故事还在讲，它就还能飞一会儿。","text":"SpaceX快上市了，整个太空板块都被带热。 $Rocket Lab USA, Inc.(RKLB)$ 作为二号玩家，自然跟着喝汤。只要太空故事还在讲，它就还能飞一会儿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562951279715176","isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561941770724200,"gmtCreate":1778225591802,"gmtModify":1778225594602,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"小非农已经超预期了，万一今晚非农也跟着强，科技股怕是要挨捶。","listText":"小非农已经超预期了，万一今晚非农也跟着强，科技股怕是要挨捶。","text":"小非农已经超预期了，万一今晚非农也跟着强，科技股怕是要挨捶。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561941770724200","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561569428607072,"gmtCreate":1778134697922,"gmtModify":1778134700428,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 这波涨幅里，七巨头占了大部分。中小科技股反而没怎么动。想追的可以看看补涨逻辑，但别指望弹性跟龙头一样猛。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 这波涨幅里，七巨头占了大部分。中小科技股反而没怎么动。想追的可以看看补涨逻辑，但别指望弹性跟龙头一样猛。","text":"$纳斯达克(.IXIC)$ 这波涨幅里，七巨头占了大部分。中小科技股反而没怎么动。想追的可以看看补涨逻辑，但别指望弹性跟龙头一样猛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561569428607072","isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559461000499232,"gmtCreate":1777619867097,"gmtModify":1777619869761,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 这份财报确实没得挑，营收利润都涨得挺好，云业务也突破了一个大关。还开始回购分红，对股东挺大方。盘后大涨，合情合理。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 这份财报确实没得挑，营收利润都涨得挺好，云业务也突破了一个大关。还开始回购分红，对股东挺大方。盘后大涨，合情合理。","text":"$谷歌(GOOG)$ 这份财报确实没得挑，营收利润都涨得挺好，云业务也突破了一个大关。还开始回购分红，对股东挺大方。盘后大涨，合情合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559461000499232","isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559092796575776,"gmtCreate":1777529973561,"gmtModify":1777529976165,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。","text":"$苹果(AAPL)$ 在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559092796575776","isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"content":"明天财报超不超预期，跟AI关系不大。iPhone销量才是命门","text":"明天财报超不超预期，跟AI关系不大。iPhone销量才是命门","html":"明天财报超不超预期，跟AI关系不大。iPhone销量才是命门"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558758368092864,"gmtCreate":1777448328862,"gmtModify":1777448399671,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。","listText":"没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。","text":"没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558758368092864","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558758252142624,"gmtCreate":1777448297675,"gmtModify":1777448300297,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。","text":"$谷歌(GOOG)$ 今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/558758252142624","isVote":1,"tweetType":1,"viewCount":1809,"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":"砸了那么多钱搞TPU，云增速要是还掉，市场可没耐心听你解释","text":"砸了那么多钱搞TPU，云增速要是还掉，市场可没耐心听你解释","html":"砸了那么多钱搞TPU，云增速要是还掉，市场可没耐心听你解释"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556354442888072,"gmtCreate":1776839269443,"gmtModify":1776839345240,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。","text":"$联合健康(UNH)$ 这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556354442888072","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"content":"回购20亿听着多，对比市值就是洒洒水","text":"回购20亿听着多，对比市值就是洒洒水","html":"回购20亿听着多，对比市值就是洒洒水"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}