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你懂的盼
你懂的盼
·
04-16
$Quantum Computing Inc.(QUBT)$
这波涨就是纯跟风，英伟达出个模型，板块集体嗨，QUBT跟着喝汤。它自己的Dirac-3部署消息是3月底的，现在才拿出来炒，说明就是借势。这种票的持续性看成交量和情绪，哪天量缩了赶紧跑。反正我是玩短线，赚了就走，不贪。
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你懂的盼
你懂的盼
·
04-16
每次
$特斯拉(TSLA)$
出点消息，散户就嗷嗷冲。车还没卖赢丰田，机器人去年也没交付几台，股价全靠信仰撑着。AI故事确实好听，但别把全部家当押进去。悠着点玩。 涨归涨，别上头。
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你懂的盼
你懂的盼
·
04-15
$摩根大通(JPM)$
业绩是真硬，降息预期压着净息收入还能涨9%，交易和投行扛起了大旗。私募信贷这颗雷短期爆不了，银行自己也留了后手。但戴蒙警告的那些东西:地缘冲突、油价、AI冲击——确实都在那摆着。
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你懂的盼
你懂的盼
·
04-15
原油跌到94了，看着挺吓人。但霍尔木兹海峡还封着，伊朗那边也没松口，谈判八字没一撇。IEA下调需求是事实，可供应缺口更大。这波跌我更愿意当回调看，真砸到90以下我就捞一点。
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你懂的盼
你懂的盼
·
04-15
$美光科技(MU)$
涨归涨，但资本开支太吓人，每年砸那么多钱，自由现金流扛不住。存储是强周期，现在涨得多嗨，周期反转时跌得就有多惨。想追的悠着点，别把反弹当反转。
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你懂的盼
你懂的盼
·
04-15
$标普500(.SPX)$
离历史新高就差一哆嗦了，Tom Lee和Yardeni两大多头都在喊“底部已确认”。谈判有戏，油价也跌了，这波冲新高的概率不小。手里有货的拿稳。
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你懂的盼
你懂的盼
·
04-13
美国宣布封锁伊朗港口，油价冲上100美元。霍尔木兹海峡一有问题，全球油运命脉被掐，供应恐慌来了。高盛都喊可能冲120。手里有能源仓位的拿住，这条线还长。
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你懂的盼
你懂的盼
·
04-13
$阿斯麦(ASML)$
才是AI军备竞赛里最硬的那个环节。台积电三星想扩产，都得先找它买光刻机。现在钱都往硬件挤，谁卡住产能谁说了算。不过老美那边又要收紧出口限制，荷兰还在犹豫，股价跌了点。等季报出来看看，现在拿着还行，追高就算了。
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你懂的盼
你懂的盼
·
04-13
纳指八连涨，道指却跌了。芯片股疯涨，能源股被抛弃，资金在悄悄换赛道。美伊谈崩了，油价可能还要冲，这分化还得继续。
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你懂的盼
你懂的盼
·
04-08
$美团-W(03690)$
今天突然大涨，打工人看了都想笑。之前外卖价格战卷疯了，美团亏得惨，股价一路跌。现在监管出来降温，不用再疯狂烧钱补贴，内卷总算要缓一缓，利空出尽就是利好，超跌之后直接暴力反弹。看来不光我们不想卷，平台也不想卷了，皆大欢喜～
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<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 出点消息，散户就嗷嗷冲。车还没卖赢丰田，机器人去年也没交付几台，股价全靠信仰撑着。AI故事确实好听，但别把全部家当押进去。悠着点玩。 涨归涨，别上头。","listText":"每次 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 出点消息，散户就嗷嗷冲。车还没卖赢丰田，机器人去年也没交付几台，股价全靠信仰撑着。AI故事确实好听，但别把全部家当押进去。悠着点玩。 涨归涨，别上头。","text":"每次 $特斯拉(TSLA)$ 出点消息，散户就嗷嗷冲。车还没卖赢丰田，机器人去年也没交付几台，股价全靠信仰撑着。AI故事确实好听，但别把全部家当押进去。悠着点玩。 涨归涨，别上头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/554209435509624","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"content":"信仰也能赚钱，但别把信仰当策略","text":"信仰也能赚钱，但别把信仰当策略","html":"信仰也能赚钱，但别把信仰当策略"},{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"知道怕就行了 准备准备平仓吧","text":"知道怕就行了 准备准备平仓吧","html":"知道怕就行了 准备准备平仓吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553895013962560,"gmtCreate":1776234476543,"gmtModify":1776234479119,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 业绩是真硬，降息预期压着净息收入还能涨9%，交易和投行扛起了大旗。私募信贷这颗雷短期爆不了，银行自己也留了后手。但戴蒙警告的那些东西:地缘冲突、油价、AI冲击——确实都在那摆着。","listText":"<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 业绩是真硬，降息预期压着净息收入还能涨9%，交易和投行扛起了大旗。私募信贷这颗雷短期爆不了，银行自己也留了后手。但戴蒙警告的那些东西:地缘冲突、油价、AI冲击——确实都在那摆着。","text":"$摩根大通(JPM)$ 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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 涨归涨，但资本开支太吓人，每年砸那么多钱，自由现金流扛不住。存储是强周期，现在涨得多嗨，周期反转时跌得就有多惨。想追的悠着点，别把反弹当反转。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 涨归涨，但资本开支太吓人，每年砸那么多钱，自由现金流扛不住。存储是强周期，现在涨得多嗨，周期反转时跌得就有多惨。想追的悠着点，别把反弹当反转。","text":"$美光科技(MU)$ 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