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重生之我在纽交所扫大街
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-28 06:15
$三倍做多半导体ETF-Direxion Daily(SOXL)$
现在的主题是获利了结。这是健康的现象。资金轮动对市场广度的扩展是有益的。
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-21
$诺基亚(NOK)$
挺高兴看到诺基亚被英伟达在声明里提到。 “宣布与T-Mobile和诺基亚合作，在AI-RAN就绪的基础设施上整合物理AI应用，同时承诺与全球电信领导者一道，在AI原生、开放且安全的平台上构建6G无线网络。”
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-21
$标普500ETF(SPY)$
民主党在中期选举中拿下众议院和参议院，股市看来要奔着历史高点去了。
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211
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-21
$标普500ETF(SPY)$
英特尔今天市值增加了400亿美元，这相当于它自成立以来累计留存收益的总和。这体量真够大的。
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665
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-20
$POET Technologies Inc(POET)$
在我看来，POET 的定位是“经济实惠的 AI 互连”供应商。博通、美满电子、Coherent 和 Lumentum 走的是高端、昂贵、面向超大规模客户的路子。而 POET 则是模块化的，成本更低，并且是为全球市场普及而设计的。 根据现有信息，这看起来是一种制造护城河。 POET 的优势在于： - 每个光学引擎的成本 - 集成的简便性 - 小芯片的模块化设计 - 被动对准技术 目前没有竞争对手能同时具备所有这些优势。
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-20
$Roundhill Memory ETF(DRAM)$
AI数据中心会一直存在，这个很快到70。
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-18
$标普500ETF(SPY)$
道指的大龙头，又是3M。
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531
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-18
$标普500ETF(SPY)$
有点意思，之前有特朗普的共和党代表说“未来几周，伊朗要做出选择”。所以从630点开始的这波上涨，是基于霍尔木兹海峡在四月底前会开放的预期。当时各大银行都估计，如果海峡到六月还不开放，全球衰退就板上钉钉了。现在市场涨了，AI概念也热。但问题是，海峡关闭真的不影响经济吗？上涨的时候，零售和401k账户里的资金可能需要调整。对他们来说，零售投资者似乎也在配合这个节奏。我看年底能到830点。
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-15
$Lumentum Holdings Inc.(LITE)$
我看这股价在上涨，不是下跌。纳斯达克100的纳入就在周一。直到5月18日，你都不能通过纳斯达克100指数购买或持有Lumentum股票。有人说所有买入已经完成，这说法不对，我看这才刚刚开始。
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重生之我在纽交所扫大街
重生之我在纽交所扫大街
·
05-15
$诺基亚(NOK)$
德意志银行把目标价上调到了13.5欧元。看来分析师们开始更新他们的目标价了，希望接下来能有更乐观的调整。
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href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>挺高兴看到诺基亚被英伟达在声明里提到。 “宣布与T-Mobile和诺基亚合作，在AI-RAN就绪的基础设施上整合物理AI应用，同时承诺与全球电信领导者一道，在AI原生、开放且安全的平台上构建6G无线网络。”","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>挺高兴看到诺基亚被英伟达在声明里提到。 “宣布与T-Mobile和诺基亚合作，在AI-RAN就绪的基础设施上整合物理AI应用，同时承诺与全球电信领导者一道，在AI原生、开放且安全的平台上构建6G无线网络。”","text":"$诺基亚(NOK)$ 挺高兴看到诺基亚被英伟达在声明里提到。 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民主党在中期选举中拿下众议院和参议院，股市看来要奔着历史高点去了。","text":"$标普500ETF(SPY)$ 民主党在中期选举中拿下众议院和参议院，股市看来要奔着历史高点去了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566689260986656","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566674152620392,"gmtCreate":1779302438000,"gmtModify":1779432483001,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"重生之我在纽交所扫大街","avatar":"https://static.tigerbbs.com/f827548efe58b3735b551d6f20c66bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>英特尔今天市值增加了400亿美元，这相当于它自成立以来累计留存收益的总和。这体量真够大的。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>英特尔今天市值增加了400亿美元，这相当于它自成立以来累计留存收益的总和。这体量真够大的。","text":"$标普500ETF(SPY)$ 英特尔今天市值增加了400亿美元，这相当于它自成立以来累计留存收益的总和。这体量真够大的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566674152620392","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566351577133288,"gmtCreate":1779278242000,"gmtModify":1779328866220,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"重生之我在纽交所扫大街","avatar":"https://static.tigerbbs.com/f827548efe58b3735b551d6f20c66bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a>在我看来，POET 的定位是“经济实惠的 AI 互连”供应商。博通、美满电子、Coherent 和 Lumentum 走的是高端、昂贵、面向超大规模客户的路子。而 POET 则是模块化的，成本更低，并且是为全球市场普及而设计的。 根据现有信息，这看起来是一种制造护城河。 POET 的优势在于： - 每个光学引擎的成本 - 集成的简便性 - 小芯片的模块化设计 - 被动对准技术 目前没有竞争对手能同时具备所有这些优势。","listText":"<a href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a>在我看来，POET 的定位是“经济实惠的 AI 互连”供应商。博通、美满电子、Coherent 和 Lumentum 走的是高端、昂贵、面向超大规模客户的路子。而 POET 则是模块化的，成本更低，并且是为全球市场普及而设计的。 根据现有信息，这看起来是一种制造护城河。 POET 的优势在于： - 每个光学引擎的成本 - 集成的简便性 - 小芯片的模块化设计 - 被动对准技术 目前没有竞争对手能同时具备所有这些优势。","text":"$POET Technologies Inc(POET)$ 在我看来，POET 的定位是“经济实惠的 AI 互连”供应商。博通、美满电子、Coherent 和 Lumentum 走的是高端、昂贵、面向超大规模客户的路子。而 POET 则是模块化的，成本更低，并且是为全球市场普及而设计的。 根据现有信息，这看起来是一种制造护城河。 POET 的优势在于： - 每个光学引擎的成本 - 集成的简便性 - 小芯片的模块化设计 - 被动对准技术 目前没有竞争对手能同时具备所有这些优势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/566351577133288","isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585687320157965","authorId":"3585687320157965","name":"Steven_Dai","avatar":"https://static.tigerbbs.com/f464a3d6a0544468f22ad29aaefbf14d","crmLevel":3,"crmLevelSwitch":1,"idStr":"3585687320157965","authorIdStr":"3585687320157965"},"content":"但是什么时候能量产呢？感觉过去十多年了没有太大的实质性的前进","text":"但是什么时候能量产呢？感觉过去十多年了没有太大的实质性的前进","html":"但是什么时候能量产呢？感觉过去十多年了没有太大的实质性的前进"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566141268701472,"gmtCreate":1779210319000,"gmtModify":1779258460965,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"重生之我在纽交所扫大街","avatar":"https://static.tigerbbs.com/f827548efe58b3735b551d6f20c66bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a><v-v data-views=\"1\"></v-v> AI数据中心会一直存在，这个很快到70。","listText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a><v-v data-views=\"1\"></v-v> AI数据中心会一直存在，这个很快到70。","text":"$Roundhill Memory ETF(DRAM)$ AI数据中心会一直存在，这个很快到70。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566141268701472","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565734913101832,"gmtCreate":1779116146000,"gmtModify":1779175671924,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"重生之我在纽交所扫大街","avatar":"https://static.tigerbbs.com/f827548efe58b3735b551d6f20c66bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>道指的大龙头，又是3M。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>道指的大龙头，又是3M。","text":"$标普500ETF(SPY)$ 道指的大龙头，又是3M。","images":[{"img":"https://static.tigerbbs.com/1ec26fa3cde4aa0ec1a58251de405ce3","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565734913101832","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":565363223568728,"gmtCreate":1779034990000,"gmtModify":1779085707220,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"重生之我在纽交所扫大街","avatar":"https://static.tigerbbs.com/f827548efe58b3735b551d6f20c66bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>有点意思，之前有特朗普的共和党代表说“未来几周，伊朗要做出选择”。所以从630点开始的这波上涨，是基于霍尔木兹海峡在四月底前会开放的预期。当时各大银行都估计，如果海峡到六月还不开放，全球衰退就板上钉钉了。现在市场涨了，AI概念也热。但问题是，海峡关闭真的不影响经济吗？上涨的时候，零售和401k账户里的资金可能需要调整。对他们来说，零售投资者似乎也在配合这个节奏。我看年底能到830点。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>有点意思，之前有特朗普的共和党代表说“未来几周，伊朗要做出选择”。所以从630点开始的这波上涨，是基于霍尔木兹海峡在四月底前会开放的预期。当时各大银行都估计，如果海峡到六月还不开放，全球衰退就板上钉钉了。现在市场涨了，AI概念也热。但问题是，海峡关闭真的不影响经济吗？上涨的时候，零售和401k账户里的资金可能需要调整。对他们来说，零售投资者似乎也在配合这个节奏。我看年底能到830点。","text":"$标普500ETF(SPY)$ 有点意思，之前有特朗普的共和党代表说“未来几周，伊朗要做出选择”。所以从630点开始的这波上涨，是基于霍尔木兹海峡在四月底前会开放的预期。当时各大银行都估计，如果海峡到六月还不开放，全球衰退就板上钉钉了。现在市场涨了，AI概念也热。但问题是，海峡关闭真的不影响经济吗？上涨的时候，零售和401k账户里的资金可能需要调整。对他们来说，零售投资者似乎也在配合这个节奏。我看年底能到830点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565363223568728","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564551407398920,"gmtCreate":1778829070000,"gmtModify":1779085474027,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"重生之我在纽交所扫大街","avatar":"https://static.tigerbbs.com/f827548efe58b3735b551d6f20c66bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ 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我看这股价在上涨，不是下跌。纳斯达克100的纳入就在周一。直到5月18日，你都不能通过纳斯达克100指数购买或持有Lumentum股票。有人说所有买入已经完成，这说法不对，我看这才刚刚开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564551407398920","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564508025934112,"gmtCreate":1778828583000,"gmtModify":1778833203619,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"重生之我在纽交所扫大街","avatar":"https://static.tigerbbs.com/f827548efe58b3735b551d6f20c66bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>德意志银行把目标价上调到了13.5欧元。看来分析师们开始更新他们的目标价了，希望接下来能有更乐观的调整。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a>德意志银行把目标价上调到了13.5欧元。看来分析师们开始更新他们的目标价了，希望接下来能有更乐观的调整。","text":"$诺基亚(NOK)$ 德意志银行把目标价上调到了13.5欧元。看来分析师们开始更新他们的目标价了，希望接下来能有更乐观的调整。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564508025934112","isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}