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上山抓牛股
上山抓牛股
·
05-29 02:41
$谷歌(GOOG)$
我还是希望看到谷歌能有一个干净利落的突破，涨到1%。
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上山抓牛股
上山抓牛股
·
05-28
$谷歌(GOOG)$
GOOG 应该能再次突破 400 的关口，不过做市商的防守确实做得不错。但数字就摆在那里，这点没人能否认。
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上山抓牛股
上山抓牛股
·
05-27
$谷歌(GOOG)$
最大的进展，目前来看，是AI和自动化。值得庆幸的是，我们现在还处于早期阶段。
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175
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上山抓牛股
上山抓牛股
·
05-27
$谷歌(GOOG)$
Cantor Fitzgerald 重申了对 GOOGL 的增持评级，目标价 460 美元。他们提到了云业务加速和付费订阅扩展。
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328
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1
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上山抓牛股
上山抓牛股
·
05-24
$英伟达(NVDA)$
提一下英伟达的情况。所有主要机构、养老基金、ETF和成长型投资组合，要么已经持有了英伟达，要么正试图趁其股价走弱时加仓。AI需求并没有放缓，反而还在加速。数据中心支出持续攀升，Blackwell架构的铺开才刚刚开始，而英伟达仍然是明确的领导者。当世界上最大的资金管理者都把英伟达作为核心持仓时，看空的理由确实越来越少了。
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上山抓牛股
上山抓牛股
·
05-22
$谷歌(GOOG)$
Gemini的月活用户冲到9亿了，Google Cloud那边也拿出了4620亿美元的营收积压数据，算是给之前的市场热度提供了支撑。
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314
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上山抓牛股
上山抓牛股
·
05-20
$谷歌(GOOG)$
AI搜索这个势头，真有点像火箭。AI Overview现在的月活用户已经超过25亿了。
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370
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上山抓牛股
上山抓牛股
·
05-18
$谷歌(GOOG)$
特朗普经济学正在发挥作用！在我看来，他将始终与AI热潮和火爆的股市表现联系在一起。继续前进！
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上山抓牛股
上山抓牛股
·
05-13
$谷歌(GOOG)$
GOOG 的第三季度可能会是有史以来最大的一个季度。足球热潮下，YouTube 会成为最大赢家，没人能比。
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679
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上山抓牛股
上山抓牛股
·
05-12
$微软(MSFT)$
微软当前的情况，有点像两年前的谷歌。 它其实随时可以停下资本支出，让现金流立刻跳升。只不过它选择了投资未来增长，利用早期的建设阶段。 一旦市场看明白这点，股价短期内冲到 600 美元也不是没可能。
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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> GOOG 应该能再次突破 400 的关口，不过做市商的防守确实做得不错。但数字就摆在那里，这点没人能否认。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> GOOG 应该能再次突破 400 的关口，不过做市商的防守确实做得不错。但数字就摆在那里，这点没人能否认。","text":"$谷歌(GOOG)$ GOOG 应该能再次突破 400 的关口，不过做市商的防守确实做得不错。但数字就摆在那里，这点没人能否认。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569126141464976","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568770834960616,"gmtCreate":1779824668000,"gmtModify":1779867086442,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 最大的进展，目前来看，是AI和自动化。值得庆幸的是，我们现在还处于早期阶段。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 最大的进展，目前来看，是AI和自动化。值得庆幸的是，我们现在还处于早期阶段。","text":"$谷歌(GOOG)$ 最大的进展，目前来看，是AI和自动化。值得庆幸的是，我们现在还处于早期阶段。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568770834960616","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568827375317224,"gmtCreate":1779818912000,"gmtModify":1779933780681,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Cantor Fitzgerald 重申了对 GOOGL 的增持评级，目标价 460 美元。他们提到了云业务加速和付费订阅扩展。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Cantor Fitzgerald 重申了对 GOOGL 的增持评级，目标价 460 美元。他们提到了云业务加速和付费订阅扩展。","text":"$谷歌(GOOG)$ Cantor Fitzgerald 重申了对 GOOGL 的增持评级，目标价 460 美元。他们提到了云业务加速和付费订阅扩展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568827375317224","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567819995963800,"gmtCreate":1779628892000,"gmtModify":1779692045422,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>提一下英伟达的情况。所有主要机构、养老基金、ETF和成长型投资组合，要么已经持有了英伟达，要么正试图趁其股价走弱时加仓。AI需求并没有放缓，反而还在加速。数据中心支出持续攀升，Blackwell架构的铺开才刚刚开始，而英伟达仍然是明确的领导者。当世界上最大的资金管理者都把英伟达作为核心持仓时，看空的理由确实越来越少了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>提一下英伟达的情况。所有主要机构、养老基金、ETF和成长型投资组合，要么已经持有了英伟达，要么正试图趁其股价走弱时加仓。AI需求并没有放缓，反而还在加速。数据中心支出持续攀升，Blackwell架构的铺开才刚刚开始，而英伟达仍然是明确的领导者。当世界上最大的资金管理者都把英伟达作为核心持仓时，看空的理由确实越来越少了。","text":"$英伟达(NVDA)$ 提一下英伟达的情况。所有主要机构、养老基金、ETF和成长型投资组合，要么已经持有了英伟达，要么正试图趁其股价走弱时加仓。AI需求并没有放缓，反而还在加速。数据中心支出持续攀升，Blackwell架构的铺开才刚刚开始，而英伟达仍然是明确的领导者。当世界上最大的资金管理者都把英伟达作为核心持仓时，看空的理由确实越来越少了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567819995963800","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566802592555352,"gmtCreate":1779379990000,"gmtModify":1779690446889,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Gemini的月活用户冲到9亿了，Google Cloud那边也拿出了4620亿美元的营收积压数据，算是给之前的市场热度提供了支撑。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Gemini的月活用户冲到9亿了，Google Cloud那边也拿出了4620亿美元的营收积压数据，算是给之前的市场热度提供了支撑。","text":"$谷歌(GOOG)$ Gemini的月活用户冲到9亿了，Google Cloud那边也拿出了4620亿美元的营收积压数据，算是给之前的市场热度提供了支撑。","images":[{"img":"https://static.tigerbbs.com/9a33b069c00a10c73d94b39a04910820","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566802592555352","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":566231642640744,"gmtCreate":1779226249000,"gmtModify":1779261147564,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> AI搜索这个势头，真有点像火箭。AI Overview现在的月活用户已经超过25亿了。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> AI搜索这个势头，真有点像火箭。AI Overview现在的月活用户已经超过25亿了。","text":"$谷歌(GOOG)$ AI搜索这个势头，真有点像火箭。AI Overview现在的月活用户已经超过25亿了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566231642640744","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565691842429160,"gmtCreate":1779114463000,"gmtModify":1779175657821,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 特朗普经济学正在发挥作用！在我看来，他将始终与AI热潮和火爆的股市表现联系在一起。继续前进！","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 特朗普经济学正在发挥作用！在我看来，他将始终与AI热潮和火爆的股市表现联系在一起。继续前进！","text":"$谷歌(GOOG)$ 特朗普经济学正在发挥作用！在我看来，他将始终与AI热潮和火爆的股市表现联系在一起。继续前进！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565691842429160","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563828916838688,"gmtCreate":1778614998000,"gmtModify":1778753519624,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>GOOG 的第三季度可能会是有史以来最大的一个季度。足球热潮下，YouTube 会成为最大赢家，没人能比。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>GOOG 的第三季度可能会是有史以来最大的一个季度。足球热潮下，YouTube 会成为最大赢家，没人能比。","text":"$谷歌(GOOG)$ GOOG 的第三季度可能会是有史以来最大的一个季度。足球热潮下，YouTube 会成为最大赢家，没人能比。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563828916838688","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563427133632536,"gmtCreate":1778520731000,"gmtModify":1778753240539,"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/6acb5748df14387257ff9308d8dc5195","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>微软当前的情况，有点像两年前的谷歌。 它其实随时可以停下资本支出，让现金流立刻跳升。只不过它选择了投资未来增长，利用早期的建设阶段。 一旦市场看明白这点，股价短期内冲到 600 美元也不是没可能。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>微软当前的情况，有点像两年前的谷歌。 它其实随时可以停下资本支出，让现金流立刻跳升。只不过它选择了投资未来增长，利用早期的建设阶段。 一旦市场看明白这点，股价短期内冲到 600 美元也不是没可能。","text":"$微软(MSFT)$ 微软当前的情况，有点像两年前的谷歌。 它其实随时可以停下资本支出，让现金流立刻跳升。只不过它选择了投资未来增长，利用早期的建设阶段。 一旦市场看明白这点，股价短期内冲到 600 美元也不是没可能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563427133632536","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203635768638362","authorId":"4203635768638362","name":"每天都赚很多钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4203635768638362","idStr":"4203635768638362"},"content":"自信点 冲到 1000 指日可待","text":"自信点 冲到 1000 指日可待","html":"自信点 冲到 1000 指日可待"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}