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扒拉算盘珠子
扒拉算盘珠子
·
04-16
财报好坏股价短期怎么走，跟长期逻辑是两码事。
$台积电(TSM)$
3nm产能供不应求、CoWoS还在拼命扩、AI需求还在往上走，这些基本盘一点没变。手想上车的，回调反而是机会。台积电还是那个台积电。
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722
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扒拉算盘珠子
扒拉算盘珠子
·
04-16
别看
$英伟达(NVDA)$
股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。
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扒拉算盘珠子
扒拉算盘珠子
·
04-16
$纳斯达克(.IXIC)$
11连阳，直接创新高，但道指还在那晃悠。感觉就是有人在边拉边出货。中东那边马上要全面开打了，能源、电力、民生设施全在轰炸名单上。市场全靠谈判预期吊着，真炸起来，这位置追进去的全得站岗。
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705
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
市场还拿
$阿里巴巴(BABA)$
当电商股看，其实AI那条线已经搭好了。云业务增速不慢，大模型调用量也冲到前面。现在港股一百多，机构看到160。这个位置往下空间有限，往上弹性不小，值不值得赌，自己判断。
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
$谷歌(GOOG)$
这次是真把TPU玩明白了。从自己用到租给别人，生态闭环越走越顺。模型也不差，云也起来了，三张牌凑一块，这护城河够宽的。拿着别动。
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1,219
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1
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
$美光科技(MU)$
这波涨得猛，不是瞎炒。AI对存储的需求太凶了，产能根本跟不上，供不应求还得持续很久。手里有货的拿住，别被震下车。这趋势没变，跌了就是加仓机会。
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1
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
纳指七连涨风光无限，
$道琼斯(.DJI)$
就是个跟班的。没办法，科技股故事多，道指那些老行业没人爱。但话说回来，跌的时候道指也抗跌。现在这行情，追纳指怕高，买道指又嫌慢。我自己还是拿点道指ETF，图个稳当。
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扒拉算盘珠子
扒拉算盘珠子
·
04-07
油价又冲上来了，那边喊的“最后时限”从昨天拖到今天，已经第三次延期。每次都说要打，每次都在拖，市场慢慢都免疫了。海峡那边通行量回升了点，但远没恢复正常。这戏码还得演一阵，油价就在高位反复震荡，上不去也下不来。
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扒拉算盘珠子
扒拉算盘珠子
·
04-07
$美光科技(MU)$
财报确实猛，但这不是普通的周期行情。AI把存储需求彻底带起来了，数据中心成了主力，以后不会像以前那样大起大落。产能又跟不上，紧缺还得持续。股价跌下来，我觉得是机会。
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扒拉算盘珠子
扒拉算盘珠子
·
04-07
$纳斯达克(.IXIC)$
这波比2月底才跌了不到3%，每次眼看要破位，川普就放个TACO消息硬拉回来。但今天已经是第六周了，当初他说“4-6周结束”，现在成了最后的时限。去年的解放日多威风，今年的解放日就是滑铁卢。
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3nm产能供不应求、CoWoS还在拼命扩、AI需求还在往上走，这些基本盘一点没变。手想上车的，回调反而是机会。台积电还是那个台积电。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554208331101048","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554208179815304,"gmtCreate":1776310934183,"gmtModify":1776310936996,"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":"别看 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。","listText":"别看 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。","text":"别看 $英伟达(NVDA)$ 股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554208179815304","isVote":1,"tweetType":1,"viewCount":1070,"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":"底牌大家都看清了，所以股价才这么贵。共识就是拥挤","text":"底牌大家都看清了，所以股价才这么贵。共识就是拥挤","html":"底牌大家都看清了，所以股价才这么贵。共识就是拥挤"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554207647503256,"gmtCreate":1776310901225,"gmtModify":1776310904102,"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 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当电商股看，其实AI那条线已经搭好了。云业务增速不慢，大模型调用量也冲到前面。现在港股一百多，机构看到160。这个位置往下空间有限，往上弹性不小，值不值得赌，自己判断。","text":"市场还拿 $阿里巴巴(BABA)$ 当电商股看，其实AI那条线已经搭好了。云业务增速不慢，大模型调用量也冲到前面。现在港股一百多，机构看到160。这个位置往下空间有限，往上弹性不小，值不值得赌，自己判断。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/552018449006672","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496903071936981","authorId":"3496903071936981","name":"我是一颗小韭菜菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3496903071936981","idStr":"3496903071936981"},"content":"你在扯淡吗，国内整个互联网这个营收规模的增速稳定30以上，你找出第二个来","text":"你在扯淡吗，国内整个互联网这个营收规模的增速稳定30以上，你找出第二个来","html":"你在扯淡吗，国内整个互联网这个营收规模的增速稳定30以上，你找出第二个来"},{"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":"云业务增速不慢，但也没多快","text":"云业务增速不慢，但也没多快","html":"云业务增速不慢，但也没多快"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017947807888,"gmtCreate":1775806990486,"gmtModify":1775806993003,"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/GOOG\">$谷歌(GOOG)$</a> 这次是真把TPU玩明白了。从自己用到租给别人，生态闭环越走越顺。模型也不差，云也起来了，三张牌凑一块，这护城河够宽的。拿着别动。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 这次是真把TPU玩明白了。从自己用到租给别人，生态闭环越走越顺。模型也不差，云也起来了，三张牌凑一块，这护城河够宽的。拿着别动。","text":"$谷歌(GOOG)$ 这次是真把TPU玩明白了。从自己用到租给别人，生态闭环越走越顺。模型也不差，云也起来了，三张牌凑一块，这护城河够宽的。拿着别动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552017947807888","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017760362656,"gmtCreate":1775806933814,"gmtModify":1775806936208,"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/MU\">$美光科技(MU)$</a> 这波涨得猛，不是瞎炒。AI对存储的需求太凶了，产能根本跟不上，供不应求还得持续很久。手里有货的拿住，别被震下车。这趋势没变，跌了就是加仓机会。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 这波涨得猛，不是瞎炒。AI对存储的需求太凶了，产能根本跟不上，供不应求还得持续很久。手里有货的拿住，别被震下车。这趋势没变，跌了就是加仓机会。","text":"$美光科技(MU)$ 这波涨得猛，不是瞎炒。AI对存储的需求太凶了，产能根本跟不上，供不应求还得持续很久。手里有货的拿住，别被震下车。这趋势没变，跌了就是加仓机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552017760362656","isVote":1,"tweetType":1,"viewCount":1414,"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":"供不应求是真的，但股价已经涨了这么多，还能供不应求多久？","text":"供不应求是真的，但股价已经涨了这么多，还能供不应求多久？","html":"供不应求是真的，但股价已经涨了这么多，还能供不应求多久？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017947902048,"gmtCreate":1775806900988,"gmtModify":1775806903407,"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":"纳指七连涨风光无限， <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 就是个跟班的。没办法，科技股故事多，道指那些老行业没人爱。但话说回来，跌的时候道指也抗跌。现在这行情，追纳指怕高，买道指又嫌慢。我自己还是拿点道指ETF，图个稳当。","listText":"纳指七连涨风光无限， <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 就是个跟班的。没办法，科技股故事多，道指那些老行业没人爱。但话说回来，跌的时候道指也抗跌。现在这行情，追纳指怕高，买道指又嫌慢。我自己还是拿点道指ETF，图个稳当。","text":"纳指七连涨风光无限， $道琼斯(.DJI)$ 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