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扒拉算盘珠子
扒拉算盘珠子
·
05-14
$阿里巴巴(BABA)$
电商和AI两头砸钱，当期利润肯定不好看。但手里现金很厚，亏得起。只要AI那条线能跑出来，现在这点投入不算什么。
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791
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1
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扒拉算盘珠子
扒拉算盘珠子
·
05-11
$Rocket Lab USA, Inc.(RKLB)$
订单堆到几十亿了，国防大单一个接一个。连还没首飞的新火箭都有人抢着签长单。这生意不愁卖，就愁产能能不能跟上。
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2,921
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1
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扒拉算盘珠子
扒拉算盘珠子
·
05-08
现在市场逻辑反了，坏消息变好消息。非农差，
$标普500(.SPX)$
涨；非农好，反而跌。盯着数字就行。
看
972
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编组 21备份 2
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扒拉算盘珠子
扒拉算盘珠子
·
05-07
$标普500(.SPX)$
又创历史新高了，7300多点了。地缘缓和加财报超预期，这一波涨得有理有据。AI这趟车还在加速，拿着稳稳地。
看
1,427
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编组 21备份 2
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扒拉算盘珠子
扒拉算盘珠子
·
05-06
美国要扶持AI，液冷服务器不跟上，算力根本跑不起来。
$超微电脑(SMCI)$
是这链条的核心，政策面也会帮它一把。
看
1,778
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编组 21备份 2
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扒拉算盘珠子
扒拉算盘珠子
·
05-01
$闪迪(SNDK)$
盘后财报数据确实炸，但股价反而小幅波动。毕竟一年涨了那么多倍，预期打得太满了。短期博弈难免，长线逻辑没破。
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3,465
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点赞
编组 21备份 2
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扒拉算盘珠子
扒拉算盘珠子
·
04-30
$标普500(.SPX)$
期货盘前反弹，情绪回暖了。昨晚鲍威尔也没说狠话，感觉降息预期还能往前挪一挪。标普从底部弹了不少，今天开盘应该还能冲一冲。
看
711
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编组 21备份 2
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扒拉算盘珠子
扒拉算盘珠子
·
04-22
$联合健康(UNH)$
UNH这财报太硬了，营收和利润都大超预期，医疗赔付率也降下来了。之前跌那么多纯粹是市场瞎担心，基本面根本没变。300以下随便买，现在弹起来才刚开始。
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1,707
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1
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1
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扒拉算盘珠子
扒拉算盘珠子
·
04-22
$特斯拉(TSLA)$
现在最大的问题是AI故事跑得太快，业绩跟得太慢。FSD、Cybercab、Optimus，哪样离大规模商业化都很遥远。股价全靠叙事撑着，万一电话会上拿不出点硬东西，估值就得往下压。
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1,301
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扒拉算盘珠子
扒拉算盘珠子
·
04-22
沃什听证会上放鹰，降息基本没戏了。科技股对利率最敏感，涨得多跌得也快。
$纳斯达克(.IXIC)$
短期别指望大反弹。
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href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 订单堆到几十亿了，国防大单一个接一个。连还没首飞的新火箭都有人抢着签长单。这生意不愁卖，就愁产能能不能跟上。","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 订单堆到几十亿了，国防大单一个接一个。连还没首飞的新火箭都有人抢着签长单。这生意不愁卖，就愁产能能不能跟上。","text":"$Rocket Lab USA, Inc.(RKLB)$ 订单堆到几十亿了，国防大单一个接一个。连还没首飞的新火箭都有人抢着签长单。这生意不愁卖，就愁产能能不能跟上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562951421087768","isVote":1,"tweetType":1,"viewCount":2921,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"博諺國際控股","avatar":"https://static.tigerbbs.com/83f2570c212c3478418731d5e5f32d87","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"content":"得了韭菜 被套就是了你","text":"得了韭菜 被套就是了你","html":"得了韭菜 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是这链条的核心，政策面也会帮它一把。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561179488043104","isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559461194453024,"gmtCreate":1777619914449,"gmtModify":1777619917405,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 盘后财报数据确实炸，但股价反而小幅波动。毕竟一年涨了那么多倍，预期打得太满了。短期博弈难免，长线逻辑没破。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 盘后财报数据确实炸，但股价反而小幅波动。毕竟一年涨了那么多倍，预期打得太满了。短期博弈难免，长线逻辑没破。","text":"$闪迪(SNDK)$ 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期货盘前反弹，情绪回暖了。昨晚鲍威尔也没说狠话，感觉降息预期还能往前挪一挪。标普从底部弹了不少，今天开盘应该还能冲一冲。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559091292581984","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556355817349952,"gmtCreate":1776839600433,"gmtModify":1776839602678,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> UNH这财报太硬了，营收和利润都大超预期，医疗赔付率也降下来了。之前跌那么多纯粹是市场瞎担心，基本面根本没变。300以下随便买，现在弹起来才刚开始。","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> UNH这财报太硬了，营收和利润都大超预期，医疗赔付率也降下来了。之前跌那么多纯粹是市场瞎担心，基本面根本没变。300以下随便买，现在弹起来才刚开始。","text":"$联合健康(UNH)$ UNH这财报太硬了，营收和利润都大超预期，医疗赔付率也降下来了。之前跌那么多纯粹是市场瞎担心，基本面根本没变。300以下随便买，现在弹起来才刚开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556355817349952","isVote":1,"tweetType":1,"viewCount":1707,"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":"医疗赔付率降了，问题是能不能持续","text":"医疗赔付率降了，问题是能不能持续","html":"医疗赔付率降了，问题是能不能持续"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556353970610216,"gmtCreate":1776839063556,"gmtModify":1776839066263,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 现在最大的问题是AI故事跑得太快，业绩跟得太慢。FSD、Cybercab、Optimus，哪样离大规模商业化都很遥远。股价全靠叙事撑着，万一电话会上拿不出点硬东西，估值就得往下压。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 现在最大的问题是AI故事跑得太快，业绩跟得太慢。FSD、Cybercab、Optimus，哪样离大规模商业化都很遥远。股价全靠叙事撑着，万一电话会上拿不出点硬东西，估值就得往下压。","text":"$特斯拉(TSLA)$ 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