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微微流年
微微流年
·
05-18
中东又炸了，原油直接起飞。打了这么久，非但没停反而越打越凶。夏天用油高峰马上到，库存掉得飞快。这种局面油价想不涨都难，手里有仓位的拿稳了。
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850
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微微流年
微微流年
·
05-11
$Circle Internet Corp.(CRCL)$
的基本盘还是稳的，USDC流通量回到780亿，利率还在高位。华尔街预计营收71.5亿也没啥悬念。CPN那边55家机构接入了，还排着70多家，交易额57亿。这就像盖房子，地基打好了，往上盖只是时间问题。
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3,228
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微微流年
微微流年
·
05-08
$IREN Ltd(IREN)$
从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。
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2,776
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微微流年
微微流年
·
05-07
以前
$ARM Holdings(ARM)$
只靠收专利费，现在开始自己卖芯片，赚钱模式变了。市场有点不适应，股价冲高又回落。
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1,015
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1
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编组 21备份 2
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微微流年
微微流年
·
05-06
$美国超微公司(AMD)$
营收、利润都超预期，数据中心又是主要增长点。连自由现金流都创了纪录。这成绩单没啥好挑的，拿着AMD的今晚应该都挺舒服。
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1,078
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编组 21备份 2
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微微流年
微微流年
·
05-01
$西部数据(WDC)$
这季营收33亿，EPS 2.72美元，全都超预期。毛利率干到50%以上。云业务占了近九成收入。这成绩单没得挑，赚得盆满钵满。
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2,051
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1
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编组 21备份 2
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微微流年
微微流年
·
04-30
亚马逊这次最扎眼的是自由现金流掉到只有去年的零头，全砸AI基建里了。一年要烧2000亿，市场怕它赚的还不够烧的。盘后已经跌了，短期压力不小。
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704
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1
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编组 21备份 2
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微微流年
微微流年
·
04-29
美股这波下跌，就是因为OpenAI业绩没达标。英伟达、博通这些AI龙头带头跌，纳指就被拖下水了。虽然整体跌幅不算大，但感觉不是好事，说明下面还有空间。
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微微流年
微微流年
·
04-29
$标普500(.SPX)$
跌了点，AI投资回报的事让市场没底。OpenAI增长不及预期的传闻，把算力板块带崩了。今晚微软、谷歌、Meta同时发财报，大家都在等靴子落地。
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686
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微微流年
微微流年
·
04-29
希捷那财报一出来，
$闪迪(SNDK)$
盘后立马涨了4%。市场现在对存储板块情绪高涨，闪迪自身基本面也不差。跟着板块贝塔走，喝汤也能喝饱。4月30日就要发财报了，就看能不能接住这波情绪。
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4,682
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2
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href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 的基本盘还是稳的，USDC流通量回到780亿，利率还在高位。华尔街预计营收71.5亿也没啥悬念。CPN那边55家机构接入了，还排着70多家，交易额57亿。这就像盖房子，地基打好了，往上盖只是时间问题。","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 的基本盘还是稳的，USDC流通量回到780亿，利率还在高位。华尔街预计营收71.5亿也没啥悬念。CPN那边55家机构接入了，还排着70多家，交易额57亿。这就像盖房子，地基打好了，往上盖只是时间问题。","text":"$Circle Internet Corp.(CRCL)$ 的基本盘还是稳的，USDC流通量回到780亿，利率还在高位。华尔街预计营收71.5亿也没啥悬念。CPN那边55家机构接入了，还排着70多家，交易额57亿。这就像盖房子，地基打好了，往上盖只是时间问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562951442817888","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561941959549800,"gmtCreate":1778225637902,"gmtModify":1778225782190,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a> 从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。","listText":"<a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a> 从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。","text":"$IREN Ltd(IREN)$ 从矿工翻身成了英伟达的御用云供应商，股价这两年涨了好几倍。英伟达还低价买了它的股票。这趟车，不管从哪个口上，位置都不差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561941959549800","isVote":1,"tweetType":1,"viewCount":2776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561569950036000,"gmtCreate":1778134747355,"gmtModify":1778134749936,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"title":"","htmlText":"以前 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a> 只靠收专利费，现在开始自己卖芯片，赚钱模式变了。市场有点不适应，股价冲高又回落。","listText":"以前 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a> 只靠收专利费，现在开始自己卖芯片，赚钱模式变了。市场有点不适应，股价冲高又回落。","text":"以前 $ARM Holdings(ARM)$ 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href=\"https://laohu8.com/S/WDC\">$西部数据(WDC)$</a> 这季营收33亿，EPS 2.72美元，全都超预期。毛利率干到50%以上。云业务占了近九成收入。这成绩单没得挑，赚得盆满钵满。","listText":"<a href=\"https://laohu8.com/S/WDC\">$西部数据(WDC)$</a> 这季营收33亿，EPS 2.72美元，全都超预期。毛利率干到50%以上。云业务占了近九成收入。这成绩单没得挑，赚得盆满钵满。","text":"$西部数据(WDC)$ 这季营收33亿，EPS 2.72美元，全都超预期。毛利率干到50%以上。云业务占了近九成收入。这成绩单没得挑，赚得盆满钵满。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559461375696928","isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198529490393670","authorId":"4198529490393670","name":"小猫变身","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4198529490393670","authorIdStr":"4198529490393670"},"content":"今天需要要杀期权的。下星期比涨","text":"今天需要要杀期权的。下星期比涨","html":"今天需要要杀期权的。下星期比涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559092188463968,"gmtCreate":1777529890964,"gmtModify":1777530127983,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"title":"","htmlText":"亚马逊这次最扎眼的是自由现金流掉到只有去年的零头，全砸AI基建里了。一年要烧2000亿，市场怕它赚的还不够烧的。盘后已经跌了，短期压力不小。","listText":"亚马逊这次最扎眼的是自由现金流掉到只有去年的零头，全砸AI基建里了。一年要烧2000亿，市场怕它赚的还不够烧的。盘后已经跌了，短期压力不小。","text":"亚马逊这次最扎眼的是自由现金流掉到只有去年的零头，全砸AI基建里了。一年要烧2000亿，市场怕它赚的还不够烧的。盘后已经跌了，短期压力不小。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559092188463968","isVote":1,"tweetType":1,"viewCount":704,"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,"idStr":"10000000000010339","authorIdStr":"10000000000010339"},"content":"贝索斯不在，贾西这一把赌得够大。输了，股东可没耐心等他慢慢收场[正经][正经]","text":"贝索斯不在，贾西这一把赌得够大。输了，股东可没耐心等他慢慢收场[正经][正经]","html":"贝索斯不在，贾西这一把赌得够大。输了，股东可没耐心等他慢慢收场[正经][正经]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558756950954856,"gmtCreate":1777448047913,"gmtModify":1777448050602,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"title":"","htmlText":"美股这波下跌，就是因为OpenAI业绩没达标。英伟达、博通这些AI龙头带头跌，纳指就被拖下水了。虽然整体跌幅不算大，但感觉不是好事，说明下面还有空间。","listText":"美股这波下跌，就是因为OpenAI业绩没达标。英伟达、博通这些AI龙头带头跌，纳指就被拖下水了。虽然整体跌幅不算大，但感觉不是好事，说明下面还有空间。","text":"美股这波下跌，就是因为OpenAI业绩没达标。英伟达、博通这些AI龙头带头跌，纳指就被拖下水了。虽然整体跌幅不算大，但感觉不是好事，说明下面还有空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558756950954856","isVote":1,"tweetType":1,"viewCount":1180,"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,"idStr":"10000000000010339","authorIdStr":"10000000000010339"},"content":"跌幅不大说明承接还行，真要看空，等放量破位再说","text":"跌幅不大说明承接还行，真要看空，等放量破位再说","html":"跌幅不大说明承接还行，真要看空，等放量破位再说"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558757042406080,"gmtCreate":1777448005208,"gmtModify":1777448007691,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"title":"","htmlText":"<a 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跌了点，AI投资回报的事让市场没底。OpenAI增长不及预期的传闻，把算力板块带崩了。今晚微软、谷歌、Meta同时发财报，大家都在等靴子落地。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558757042406080","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558756529246304,"gmtCreate":1777447954914,"gmtModify":1777447957932,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"title":"","htmlText":"希捷那财报一出来， <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 盘后立马涨了4%。市场现在对存储板块情绪高涨，闪迪自身基本面也不差。跟着板块贝塔走，喝汤也能喝饱。4月30日就要发财报了，就看能不能接住这波情绪。","listText":"希捷那财报一出来， <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 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