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三藏大法师
三藏大法师
·
04-21 21:26
麦威尔和谷歌就两款新芯片在谈，TPU存储单元和推理TPU，股价大涨。应该同时接触的不止麦威尔一家，先计价利好了。
$谷歌(GOOG)$
$谷歌A(GOOGL)$
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三藏大法师
三藏大法师
·
04-17
原本打算200卖，但看起来还会涨，大家目标价多少？
$甲骨文(ORCL)$
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3
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三藏大法师
三藏大法师
·
04-16
这季AI相关的大科技财报基本确定了：营收盈利优于预期，盈利增幅大幅超过营收，上调资本开支，股价下跌3%-10%。爱惜生命，远离赌财报。
$英伟达(NVDA)$
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847
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三藏大法师
三藏大法师
·
04-15
目前情况看，上修资本支出短期利好设备股，情绪影响大概3天左右，但对台积电自身不利。核心问题还是毛利率，周期尾声一般在美光、台积电上修资本支出时发生，尤其是存储建厂
$台积电(TSM)$
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451
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三藏大法师
三藏大法师
·
04-13
EUV真的是地球上的外星科技了，从光源技术上好像也没什么改进余地。ASML现在的目标就是提升轰锡效率，不过提升到10w/s也是极限了
$阿斯麦(ASML)$
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526
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1
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三藏大法师
三藏大法师
·
04-10
时间差不多咯，目前空单半仓等待。跟关圣帝君请示过了，祂赐下九个圣杯，预示着如果九连阳，那就是全仓杠杆做空的机会
$纳指三倍做空ETF(SQQQ)$
$纳斯达克(.IXIC)$
$NQ100指数主连 2606(NQmain)$
$标普500(.SPX)$
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三藏大法师
三藏大法师
·
04-09
明天周五又跌到920[捂嘴][捂嘴]然后大家又买回来，下周又是920干到1090干一周
$MINIMAX-WP(00100)$
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1,339
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三藏大法师
三藏大法师
·
04-08
大家都在说ASTS涨得更好，涨幅更高。但是不看市值的吗？很明显小火箭市值更高，而且从订单量和发射能力来看，小火箭明显是更优质的商业航天股
$Rocket Lab USA, Inc.(RKLB)$
$AST SpaceMobile, Inc.(ASTS)$
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8,107
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三藏大法师
三藏大法师
·
04-07
美光自己的财报都不涨，为什么会觉得三星财报能带美光起飞？
$美光科技(MU)$
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997
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三藏大法师
三藏大法师
·
04-03
这周末和下周肯定有大事发生。看看昨天SPX期权，7个亿买跌、2个亿买涨，要么有内幕，要么疯了。
$标普500(.SPX)$
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<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a>","listText":"麦威尔和谷歌就两款新芯片在谈，TPU存储单元和推理TPU，股价大涨。应该同时接触的不止麦威尔一家，先计价利好了。 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a>","text":"麦威尔和谷歌就两款新芯片在谈，TPU存储单元和推理TPU，股价大涨。应该同时接触的不止麦威尔一家，先计价利好了。 $谷歌(GOOG)$ $谷歌A(GOOGL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556103701168224","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554697974432576,"gmtCreate":1776430511814,"gmtModify":1776430514228,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010490","idStr":"10000000000010490"},"themes":[],"title":"","htmlText":"原本打算200卖，但看起来还会涨，大家目标价多少？ <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"原本打算200卖，但看起来还会涨，大家目标价多少？ <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"原本打算200卖，但看起来还会涨，大家目标价多少？ $甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/554697974432576","isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554331902649240,"gmtCreate":1776341236954,"gmtModify":1776341239598,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010490","idStr":"10000000000010490"},"themes":[],"title":"","htmlText":"这季AI相关的大科技财报基本确定了：营收盈利优于预期，盈利增幅大幅超过营收，上调资本开支，股价下跌3%-10%。爱惜生命，远离赌财报。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"这季AI相关的大科技财报基本确定了：营收盈利优于预期，盈利增幅大幅超过营收，上调资本开支，股价下跌3%-10%。爱惜生命，远离赌财报。 <a 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href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>","text":"EUV真的是地球上的外星科技了，从光源技术上好像也没什么改进余地。ASML现在的目标就是提升轰锡效率，不过提升到10w/s也是极限了 $阿斯麦(ASML)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553169536122960","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"我看好一个十倍股，美国稀土独苗Mp公司，只要中美贸易争端，这票翻个4~5倍不是问题，我52入一批，","text":"我看好一个十倍股，美国稀土独苗Mp公司，只要中美贸易争端，这票翻个4~5倍不是问题，我52入一批，","html":"我看好一个十倍股，美国稀土独苗Mp公司，只要中美贸易争端，这票翻个4~5倍不是问题，我52入一批，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552070940352656,"gmtCreate":1775819928119,"gmtModify":1775819932448,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010490","idStr":"10000000000010490"},"themes":[],"title":"","htmlText":"时间差不多咯，目前空单半仓等待。跟关圣帝君请示过了，祂赐下九个圣杯，预示着如果九连阳，那就是全仓杠杆做空的机会 <a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"时间差不多咯，目前空单半仓等待。跟关圣帝君请示过了，祂赐下九个圣杯，预示着如果九连阳，那就是全仓杠杆做空的机会 <a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"时间差不多咯，目前空单半仓等待。跟关圣帝君请示过了，祂赐下九个圣杯，预示着如果九连阳，那就是全仓杠杆做空的机会 $纳指三倍做空ETF(SQQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2606(NQmain)$ $标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/ab72b62e10eb8dc562c57898150cddff","width":"394","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/552070940352656","isVote":1,"tweetType":1,"viewCount":11857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551720590254240,"gmtCreate":1775734382518,"gmtModify":1775734385321,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010490","idStr":"10000000000010490"},"themes":[],"title":"","htmlText":"明天周五又跌到920[捂嘴][捂嘴]然后大家又买回来，下周又是920干到1090干一周 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"明天周五又跌到920[捂嘴][捂嘴]然后大家又买回来，下周又是920干到1090干一周 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"明天周五又跌到920[捂嘴][捂嘴]然后大家又买回来，下周又是920干到1090干一周 $MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551720590254240","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551381009149992,"gmtCreate":1775651470251,"gmtModify":1775653441236,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010490","idStr":"10000000000010490"},"themes":[],"title":"","htmlText":"大家都在说ASTS涨得更好，涨幅更高。但是不看市值的吗？很明显小火箭市值更高，而且从订单量和发射能力来看，小火箭明显是更优质的商业航天股 <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a>","listText":"大家都在说ASTS涨得更好，涨幅更高。但是不看市值的吗？很明显小火箭市值更高，而且从订单量和发射能力来看，小火箭明显是更优质的商业航天股 <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a>","text":"大家都在说ASTS涨得更好，涨幅更高。但是不看市值的吗？很明显小火箭市值更高，而且从订单量和发射能力来看，小火箭明显是更优质的商业航天股 $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, 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