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像海
像海
·
06-04 02:32
盘中又创了新高。 说实话，这东西就是跌不下去。 每次大家觉得涨势要结束了，
$Meta Platforms, Inc.(META)$
总能找到新的动力，继续往上走。 到了这个地步，你不得不佩服它这股韧劲。 AI叙事、广告业务、利润率、市场动能… 目前所有因素似乎都在朝对他们有利的方向发展。 现在这个市场里，你更看好谁呢？ 因为最近
$Meta Platforms, Inc.(META)$
的表现确实很强劲。
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618
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像海
·
06-03 22:09
NVDA 这走势有点看不懂了，方向不对。
$英伟达(NVDA)$
和
$Meta Platforms, Inc.(META)$
好像很难同时收涨。
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40
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1
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像海
·
06-03 20:00
$谷歌(GOOG)$
我算了一下，这大概相当于5%的稀释，或者说股价上大约15美元的影响。所以现在价格应该已经消化了这部分影响。我预计它会很快恢复，并跟着其他高增长股一起涨。
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1,934
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像海
·
06-03
$谷歌(GOOG)$
英伟达CEO之前说迈威尔会是下一个万亿美元市值的公司，我听到后当天早上就买了。他这预测意味着股价要远超过1000美元。我长期看好谷歌、亚马逊、英伟达和迈威尔，还有其他一些。保持分散持仓。
看
1,704
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像海
·
06-02
$Meta Platforms, Inc.(META)$
市场涨的时候，它反而跌。我又买了一些。
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20
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像海
·
05-29
$谷歌(GOOG)$
戴尔这次的财报，清楚显示了AI智能体需求有多疯狂。谷歌云平台不可能没从这股需求里赚到钱。市场一直低估谷歌在AI领域的统治力。
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像海
·
05-14
$阿里巴巴(BABA)$
这只股票总算有点动静了。今年我们到底能不能看到它站上200美元呢？说实话，看阿里巴巴的市值曾经和那些美股科技巨头不相上下，但现在美股那边已经超过10倍了。我看下来，它应该能轻松地从当前水平涨个2-3倍。
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406
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像海
·
05-13
$谷歌(GOOG)$
好到不会跌。这只股票主导市场，GOOG是领头羊。投资方向正确，让GEMINI成为领头羊，用户占比超过90%。随着世界杯和中期选举的到来，我相信GOOG在广告领域将无人能及。
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805
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像海
·
05-08
$谷歌(GOOG)$
2026年第一季度，谷歌云收入猛增63%，远超Azure的40%和AWS的28%。在我看来，很大一部分增长来自那些等不及OpenAI自研芯片的公司，它们转而投向了谷歌现成可用的基础设施。
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像海
·
04-30
$谷歌(GOOG)$
哇，三连胜！谷歌、亚马逊，现在微软也来了。
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的表现确实很强劲。","images":[{"img":"https://static.tigerbbs.com/b5b8019078279227ea60b37dd385e486","width":"1470","height":"791"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/571370019808480","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":571313022870752,"gmtCreate":1780495789000,"gmtModify":1780554833406,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"NVDA 这走势有点看不懂了，方向不对。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 和 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 好像很难同时收涨。","listText":"NVDA 这走势有点看不懂了，方向不对。<a 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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我算了一下，这大概相当于5%的稀释，或者说股价上大约15美元的影响。所以现在价格应该已经消化了这部分影响。我预计它会很快恢复，并跟着其他高增长股一起涨。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我算了一下，这大概相当于5%的稀释，或者说股价上大约15美元的影响。所以现在价格应该已经消化了这部分影响。我预计它会很快恢复，并跟着其他高增长股一起涨。","text":"$谷歌(GOOG)$ 我算了一下，这大概相当于5%的稀释，或者说股价上大约15美元的影响。所以现在价格应该已经消化了这部分影响。我预计它会很快恢复，并跟着其他高增长股一起涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571282734544160","isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571203076968568,"gmtCreate":1780470030000,"gmtModify":1780484938900,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>英伟达CEO之前说迈威尔会是下一个万亿美元市值的公司，我听到后当天早上就买了。他这预测意味着股价要远超过1000美元。我长期看好谷歌、亚马逊、英伟达和迈威尔，还有其他一些。保持分散持仓。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>英伟达CEO之前说迈威尔会是下一个万亿美元市值的公司，我听到后当天早上就买了。他这预测意味着股价要远超过1000美元。我长期看好谷歌、亚马逊、英伟达和迈威尔，还有其他一些。保持分散持仓。","text":"$谷歌(GOOG)$ 英伟达CEO之前说迈威尔会是下一个万亿美元市值的公司，我听到后当天早上就买了。他这预测意味着股价要远超过1000美元。我长期看好谷歌、亚马逊、英伟达和迈威尔，还有其他一些。保持分散持仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571203076968568","isVote":1,"tweetType":1,"viewCount":1704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570909440135288,"gmtCreate":1780351256000,"gmtModify":1780452952163,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>市场涨的时候，它反而跌。我又买了一些。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>市场涨的时候，它反而跌。我又买了一些。","text":"$Meta Platforms, Inc.(META)$ 市场涨的时候，它反而跌。我又买了一些。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570909440135288","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569558731104488,"gmtCreate":1780043738000,"gmtModify":1780295220263,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>戴尔这次的财报，清楚显示了AI智能体需求有多疯狂。谷歌云平台不可能没从这股需求里赚到钱。市场一直低估谷歌在AI领域的统治力。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>戴尔这次的财报，清楚显示了AI智能体需求有多疯狂。谷歌云平台不可能没从这股需求里赚到钱。市场一直低估谷歌在AI领域的统治力。","text":"$谷歌(GOOG)$ 戴尔这次的财报，清楚显示了AI智能体需求有多疯狂。谷歌云平台不可能没从这股需求里赚到钱。市场一直低估谷歌在AI领域的统治力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569558731104488","isVote":1,"tweetType":1,"viewCount":3771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564153374896360,"gmtCreate":1778699323000,"gmtModify":1778753674174,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 这只股票总算有点动静了。今年我们到底能不能看到它站上200美元呢？说实话，看阿里巴巴的市值曾经和那些美股科技巨头不相上下，但现在美股那边已经超过10倍了。我看下来，它应该能轻松地从当前水平涨个2-3倍。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 这只股票总算有点动静了。今年我们到底能不能看到它站上200美元呢？说实话，看阿里巴巴的市值曾经和那些美股科技巨头不相上下，但现在美股那边已经超过10倍了。我看下来，它应该能轻松地从当前水平涨个2-3倍。","text":"$阿里巴巴(BABA)$ 这只股票总算有点动静了。今年我们到底能不能看到它站上200美元呢？说实话，看阿里巴巴的市值曾经和那些美股科技巨头不相上下，但现在美股那边已经超过10倍了。我看下来，它应该能轻松地从当前水平涨个2-3倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/564153374896360","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585733225373710","authorId":"3585733225373710","name":"熊大5811","avatar":"https://static.tigerbbs.com/e757bd6946260d3a56c9852761631a28","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3585733225373710","idStr":"3585733225373710"},"content":"给自己一个理由，为什么能涨2/3倍。","text":"给自己一个理由，为什么能涨2/3倍。","html":"给自己一个理由，为什么能涨2/3倍。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563799692226840,"gmtCreate":1778613474000,"gmtModify":1778753519314,"author":{"id":"10000000000010499","authorId":"10000000000010499","name":"像海","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010499","idStr":"10000000000010499"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>好到不会跌。这只股票主导市场，GOOG是领头羊。投资方向正确，让GEMINI成为领头羊，用户占比超过90%。随着世界杯和中期选举的到来，我相信GOOG在广告领域将无人能及。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>好到不会跌。这只股票主导市场，GOOG是领头羊。投资方向正确，让GEMINI成为领头羊，用户占比超过90%。随着世界杯和中期选举的到来，我相信GOOG在广告领域将无人能及。","text":"$谷歌(GOOG)$ 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