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持股修身养性
持股修身养性
·
06-04 06:13
$Meta Platforms, Inc.(META)$
今天强势反弹，重新站上了50日均线。这为后续冲击200日均线，并回补财报后的缺口，提供了一个有力的支撑位。
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持股修身养性
持股修身养性
·
06-04 02:23
$谷歌(GOOG)$
伯克希尔现在资金上也支持谷歌了，我觉得这只股票应该能到 500 美元以上。谷歌本身是个生态，在游戏里也挺强的。
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持股修身养性
持股修身养性
·
06-04 01:54
$Meta Platforms, Inc.(META)$
一天之内从599到620，再到600，最后收在630，这走势确实挺有意思。接下来看能不能冲上650美元。
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472
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持股修身养性
持股修身养性
·
06-03 23:07
$Meta Platforms, Inc.(META)$
Meta刚刚在Instagram和Messenger上全面启用了商务助手功能，已经有超过100万家企业接入。 从大局来看，他们正通过与
$Shopify Inc(SHOP)$
和
$Sea Ltd(SE)$
的整合，向企业级AI领域迈进。付费计划即将推出，这可能开始将其转化为一个真正的收入引擎。 如果采用率持续攀升，这可能会在未来几个季度为Meta带来结构性利好。需要关注的是用户增长与付费转化之间的平衡——这才是真正的看点。
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359
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持股修身养性
持股修身养性
·
05-28
$谷歌(GOOG)$
这只股票相当稳固，我反而有点惊讶它没涨得更高。GEMINI 把竞争对手的生意全拿走了。他们投入所有资金来确保扩张，以满足需求。 有人来唠唠还有多少空间吗？
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1,760
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持股修身养性
持股修身养性
·
05-14
$谷歌(GOOG)$
国内那些企业高管们，感觉股市这周能一直收红。怎么看都是好事，所以市场情绪这么高涨。
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840
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持股修身养性
持股修身养性
·
05-11
$谷歌(GOOG)$
AI芯片初创公司Cerebras Systems，被认为是英伟达最强的潜在竞争对手，传闻其IPO规模和价格可能很快上调，因为市场对该公司股票需求非常热情，超额认购倍数超过20倍。 路透社近日引用知情人士消息称，Cerebras正考虑将IPO价格区间从原来的每股115到125美元提高到150到160美元，并将发行股数从2,800股增加到3,000股。消息来源要求匿名，因为信息尚未公开。 基于新价格区间的最高价，Cerebras将能融资约48亿美元，高于原来条件下的35亿美元。不过，知情人士指出，相关数字在正式定价前可能还会调整。
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持股修身养性
持股修身养性
·
05-06
$谷歌(GOOG)$
谷歌的市值将会超过英伟达。
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668
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持股修身养性
持股修身养性
·
05-04
$谷歌(GOOG)$
伯克希尔披露了对谷歌的大量持股，最新财报也印证了他们的行动是正确的。这样一来，资产管理公司和对冲基金可能不得不配置这只股票。股价近期突破400美元应该不难。我看谷歌的市值会超过英伟达，成为全球第一。
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持股修身养性
持股修身养性
·
04-30
$谷歌(GOOG)$
盘后这个估值感觉偏差太大了。GOOGL即将首次突破400美元。它在自动驾驶、媒体、云、AI、搜索，还有眼下几乎所有重要领域都占据主导地位。这样的全面主导下，市盈率还这么低，确实有点说不过去。
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href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>今天强势反弹，重新站上了50日均线。这为后续冲击200日均线，并回补财报后的缺口，提供了一个有力的支撑位。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>今天强势反弹，重新站上了50日均线。这为后续冲击200日均线，并回补财报后的缺口，提供了一个有力的支撑位。","text":"$Meta Platforms, Inc.(META)$ 今天强势反弹，重新站上了50日均线。这为后续冲击200日均线，并回补财报后的缺口，提供了一个有力的支撑位。","images":[{"img":"https://static.tigerbbs.com/9e1f0487a343dfbbb7a39e804d642bb3","width":"1573","height":"903"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571504539783240","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":571650718803160,"gmtCreate":1780511029000,"gmtModify":1780628659204,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 伯克希尔现在资金上也支持谷歌了，我觉得这只股票应该能到 500 美元以上。谷歌本身是个生态，在游戏里也挺强的。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 伯克希尔现在资金上也支持谷歌了，我觉得这只股票应该能到 500 美元以上。谷歌本身是个生态，在游戏里也挺强的。","text":"$谷歌(GOOG)$ 伯克希尔现在资金上也支持谷歌了，我觉得这只股票应该能到 500 美元以上。谷歌本身是个生态，在游戏里也挺强的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571650718803160","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571518538228896,"gmtCreate":1780509288000,"gmtModify":1780562468075,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>一天之内从599到620，再到600，最后收在630，这走势确实挺有意思。接下来看能不能冲上650美元。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>一天之内从599到620，再到600，最后收在630，这走势确实挺有意思。接下来看能不能冲上650美元。","text":"$Meta Platforms, Inc.(META)$ 一天之内从599到620，再到600，最后收在630，这走势确实挺有意思。接下来看能不能冲上650美元。","images":[{"img":"https://static.tigerbbs.com/6c220b55c73ba955ff1d39453470c43b","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571518538228896","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":571312636309624,"gmtCreate":1780499268000,"gmtModify":1780559858706,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>Meta刚刚在Instagram和Messenger上全面启用了商务助手功能，已经有超过100万家企业接入。 从大局来看，他们正通过与<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$ </a>和<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$ </a>的整合，向企业级AI领域迈进。付费计划即将推出，这可能开始将其转化为一个真正的收入引擎。 如果采用率持续攀升，这可能会在未来几个季度为Meta带来结构性利好。需要关注的是用户增长与付费转化之间的平衡——这才是真正的看点。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>Meta刚刚在Instagram和Messenger上全面启用了商务助手功能，已经有超过100万家企业接入。 从大局来看，他们正通过与<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$ </a>和<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$ </a>的整合，向企业级AI领域迈进。付费计划即将推出，这可能开始将其转化为一个真正的收入引擎。 如果采用率持续攀升，这可能会在未来几个季度为Meta带来结构性利好。需要关注的是用户增长与付费转化之间的平衡——这才是真正的看点。","text":"$Meta Platforms, Inc.(META)$ Meta刚刚在Instagram和Messenger上全面启用了商务助手功能，已经有超过100万家企业接入。 从大局来看，他们正通过与$Shopify Inc(SHOP)$ 和$Sea Ltd(SE)$ 的整合，向企业级AI领域迈进。付费计划即将推出，这可能开始将其转化为一个真正的收入引擎。 如果采用率持续攀升，这可能会在未来几个季度为Meta带来结构性利好。需要关注的是用户增长与付费转化之间的平衡——这才是真正的看点。","images":[{"img":"https://static.tigerbbs.com/edd5c1b96f62ef84a74302285930e3d3","width":"680","height":"520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571312636309624","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":569126143758504,"gmtCreate":1779913108000,"gmtModify":1779951533867,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>这只股票相当稳固，我反而有点惊讶它没涨得更高。GEMINI 把竞争对手的生意全拿走了。他们投入所有资金来确保扩张，以满足需求。 有人来唠唠还有多少空间吗？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>这只股票相当稳固，我反而有点惊讶它没涨得更高。GEMINI 把竞争对手的生意全拿走了。他们投入所有资金来确保扩张，以满足需求。 有人来唠唠还有多少空间吗？","text":"$谷歌(GOOG)$ 这只股票相当稳固，我反而有点惊讶它没涨得更高。GEMINI 把竞争对手的生意全拿走了。他们投入所有资金来确保扩张，以满足需求。 有人来唠唠还有多少空间吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/569126143758504","isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546427876449645","authorId":"3546427876449645","name":"楚秦齐休","avatar":"https://static.tigerbbs.com/8087562b1cdba94261075b7495aca218","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546427876449645","authorIdStr":"3546427876449645"},"content":"我感觉ai应该从基础设施转到应用了吧，现在正把nvda转一部分到goog，希望别让我失望","text":"我感觉ai应该从基础设施转到应用了吧，现在正把nvda转一部分到goog，希望别让我失望","html":"我感觉ai应该从基础设施转到应用了吧，现在正把nvda转一部分到goog，希望别让我失望"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564006199873544,"gmtCreate":1778692051000,"gmtModify":1778753650581,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>国内那些企业高管们，感觉股市这周能一直收红。怎么看都是好事，所以市场情绪这么高涨。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>国内那些企业高管们，感觉股市这周能一直收红。怎么看都是好事，所以市场情绪这么高涨。","text":"$谷歌(GOOG)$ 国内那些企业高管们，感觉股市这周能一直收红。怎么看都是好事，所以市场情绪这么高涨。","images":[{"img":"https://static.tigerbbs.com/9a33b069c00a10c73d94b39a04910820","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564006199873544","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":562974067520360,"gmtCreate":1778473794000,"gmtModify":1778813254353,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> AI芯片初创公司Cerebras Systems，被认为是英伟达最强的潜在竞争对手，传闻其IPO规模和价格可能很快上调，因为市场对该公司股票需求非常热情，超额认购倍数超过20倍。 路透社近日引用知情人士消息称，Cerebras正考虑将IPO价格区间从原来的每股115到125美元提高到150到160美元，并将发行股数从2,800股增加到3,000股。消息来源要求匿名，因为信息尚未公开。 基于新价格区间的最高价，Cerebras将能融资约48亿美元，高于原来条件下的35亿美元。不过，知情人士指出，相关数字在正式定价前可能还会调整。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> AI芯片初创公司Cerebras Systems，被认为是英伟达最强的潜在竞争对手，传闻其IPO规模和价格可能很快上调，因为市场对该公司股票需求非常热情，超额认购倍数超过20倍。 路透社近日引用知情人士消息称，Cerebras正考虑将IPO价格区间从原来的每股115到125美元提高到150到160美元，并将发行股数从2,800股增加到3,000股。消息来源要求匿名，因为信息尚未公开。 基于新价格区间的最高价，Cerebras将能融资约48亿美元，高于原来条件下的35亿美元。不过，知情人士指出，相关数字在正式定价前可能还会调整。","text":"$谷歌(GOOG)$ AI芯片初创公司Cerebras Systems，被认为是英伟达最强的潜在竞争对手，传闻其IPO规模和价格可能很快上调，因为市场对该公司股票需求非常热情，超额认购倍数超过20倍。 路透社近日引用知情人士消息称，Cerebras正考虑将IPO价格区间从原来的每股115到125美元提高到150到160美元，并将发行股数从2,800股增加到3,000股。消息来源要求匿名，因为信息尚未公开。 基于新价格区间的最高价，Cerebras将能融资约48亿美元，高于原来条件下的35亿美元。不过，知情人士指出，相关数字在正式定价前可能还会调整。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562974067520360","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561131679265640,"gmtCreate":1778013224000,"gmtModify":1778033984671,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>谷歌的市值将会超过英伟达。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>谷歌的市值将会超过英伟达。","text":"$谷歌(GOOG)$ 谷歌的市值将会超过英伟达。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561131679265640","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560467254231136,"gmtCreate":1777864432000,"gmtModify":1777884030617,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>伯克希尔披露了对谷歌的大量持股，最新财报也印证了他们的行动是正确的。这样一来，资产管理公司和对冲基金可能不得不配置这只股票。股价近期突破400美元应该不难。我看谷歌的市值会超过英伟达，成为全球第一。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>伯克希尔披露了对谷歌的大量持股，最新财报也印证了他们的行动是正确的。这样一来，资产管理公司和对冲基金可能不得不配置这只股票。股价近期突破400美元应该不难。我看谷歌的市值会超过英伟达，成为全球第一。","text":"$谷歌(GOOG)$ 伯克希尔披露了对谷歌的大量持股，最新财报也印证了他们的行动是正确的。这样一来，资产管理公司和对冲基金可能不得不配置这只股票。股价近期突破400美元应该不难。我看谷歌的市值会超过英伟达，成为全球第一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560467254231136","isVote":1,"tweetType":1,"viewCount":3773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559068731364032,"gmtCreate":1777510033000,"gmtModify":1777536015116,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>盘后这个估值感觉偏差太大了。GOOGL即将首次突破400美元。它在自动驾驶、媒体、云、AI、搜索，还有眼下几乎所有重要领域都占据主导地位。这样的全面主导下，市盈率还这么低，确实有点说不过去。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>盘后这个估值感觉偏差太大了。GOOGL即将首次突破400美元。它在自动驾驶、媒体、云、AI、搜索，还有眼下几乎所有重要领域都占据主导地位。这样的全面主导下，市盈率还这么低，确实有点说不过去。","text":"$谷歌(GOOG)$ 盘后这个估值感觉偏差太大了。GOOGL即将首次突破400美元。它在自动驾驶、媒体、云、AI、搜索，还有眼下几乎所有重要领域都占据主导地位。这样的全面主导下，市盈率还这么低，确实有点说不过去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559068731364032","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}