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五年一个周期
五年一个周期
·
04-21 15:40
$联合健康(UNH)$
UNH的财报大概率会超预期，如果股价在这个位置拉上去那可以确定底部已经走出来了，等回踩加仓，跌下去那必定破位
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五年一个周期
五年一个周期
·
04-20 17:23
$特斯拉(TSLA)$
特斯拉别做空，这个股有信仰，叠加无人驾驶和机器人叙事谁也说不准，马斯克总能出人意料
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五年一个周期
五年一个周期
·
04-17
$美国超微公司(AMD)$
聊一下AMD的几个逻辑 1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求 2，Anthopic 正在招募懂 ROCM 的开发者， 3，rumor 亚马逊会是 Helios 的下一个大客户 今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。
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五年一个周期
五年一个周期
·
04-16
$台积电(TSM)$
增量信息不算太多，也确定了需求将延续甚至超越。台积电市值已经默默超过了Meta和特斯拉了。
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五年一个周期
五年一个周期
·
04-15
$药明康德(02359)$
创新药的铲子公司龙头药明，业绩新高，而且美国还没说加息，今年连新高都破不了就说不过去吧，破了新高，热度起来了，也许涨到200，300都有可能
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五年一个周期
五年一个周期
·
04-15
$WTI原油主连 2606(CLmain)$
油价经过几次下跌后，NYMEX原油在90美元附近震荡，与布伦特原油的价差进入合理范围。说明市场定价已进入中性阶段，投机情绪正在消退。技术上也需在此进行多空换手，等待美伊形势进一步明确。油价大概率继续下行
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五年一个周期
五年一个周期
·
04-13
$台积电(TSM)$
ai产业革命，比互联网、移动互联网是更快的，后者本身是前者的基建。这一波浪潮里，先进制造确实站位会比过去好，算力、存储、制造。因为产业革命更快，扩产更难，周期更长。供需的瓶颈也许持续的时间比想象的长，价值链向应用的转移也会比过去慢很多，毕竟制造商也都学聪明了。台积电的基本面会越来越强，过几年再回头看看这个判断
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五年一个周期
五年一个周期
·
04-10
$美光科技(MU)$
Mu是涨的最少，跌的最多。给闪迪提鞋都不配，同为AI供应链，mu比其他的估值低一倍，这不具备合理性。
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五年一个周期
五年一个周期
·
04-09
$WTI原油主连 2605(CLmain)$
出师未捷，这几天稳定回撤。原油正套先看到70+的价差吧，一组正套赚3个，4组赚12个，还是很香的。建仓了2倍杠杠的白糖多头，原油价格维持高位的情况下，白糖中长期上涨的逻辑应该没变，白糖挂了5800止盈，止损还没想好，先拿几天先。
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五年一个周期
五年一个周期
·
04-08
$美光科技(MU)$
mu本身是不错，我唯一不喜欢的是，他太过于集中在高风险地区。未来美国建厂资本开支和成本都会很高，据说美国厂成本和时间是东亚两倍至少，以美国人的效率这几个美国厂延期风险很大。但从超长期来看，这是个必须的投资
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双线爆发，双轮驱动，涡轮增压。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554578860196760","isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554281489113152,"gmtCreate":1776328922514,"gmtModify":1776328924830,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>增量信息不算太多，也确定了需求将延续甚至超越。台积电市值已经默默超过了Meta和特斯拉了。","listText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/02359\">$药明康德(02359)$</a>创新药的铲子公司龙头药明，业绩新高，而且美国还没说加息，今年连新高都破不了就说不过去吧，破了新高，热度起来了，也许涨到200，300都有可能","text":"$药明康德(02359)$创新药的铲子公司龙头药明，业绩新高，而且美国还没说加息，今年连新高都破不了就说不过去吧，破了新高，热度起来了，也许涨到200，300都有可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553946919400344","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553945946239880,"gmtCreate":1776246912314,"gmtModify":1776246914833,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2606(CLmain)$</a>油价经过几次下跌后，NYMEX原油在90美元附近震荡，与布伦特原油的价差进入合理范围。说明市场定价已进入中性阶段，投机情绪正在消退。技术上也需在此进行多空换手，等待美伊形势进一步明确。油价大概率继续下行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2606(CLmain)$</a>油价经过几次下跌后，NYMEX原油在90美元附近震荡，与布伦特原油的价差进入合理范围。说明市场定价已进入中性阶段，投机情绪正在消退。技术上也需在此进行多空换手，等待美伊形势进一步明确。油价大概率继续下行","text":"$WTI原油主连 2606(CLmain)$油价经过几次下跌后，NYMEX原油在90美元附近震荡，与布伦特原油的价差进入合理范围。说明市场定价已进入中性阶段，投机情绪正在消退。技术上也需在此进行多空换手，等待美伊形势进一步明确。油价大概率继续下行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553945946239880","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553083608387664,"gmtCreate":1776067070253,"gmtModify":1776067073020,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>ai产业革命，比互联网、移动互联网是更快的，后者本身是前者的基建。这一波浪潮里，先进制造确实站位会比过去好，算力、存储、制造。因为产业革命更快，扩产更难，周期更长。供需的瓶颈也许持续的时间比想象的长，价值链向应用的转移也会比过去慢很多，毕竟制造商也都学聪明了。台积电的基本面会越来越强，过几年再回头看看这个判断","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>ai产业革命，比互联网、移动互联网是更快的，后者本身是前者的基建。这一波浪潮里，先进制造确实站位会比过去好，算力、存储、制造。因为产业革命更快，扩产更难，周期更长。供需的瓶颈也许持续的时间比想象的长，价值链向应用的转移也会比过去慢很多，毕竟制造商也都学聪明了。台积电的基本面会越来越强，过几年再回头看看这个判断","text":"$台积电(TSM)$ai产业革命，比互联网、移动互联网是更快的，后者本身是前者的基建。这一波浪潮里，先进制造确实站位会比过去好，算力、存储、制造。因为产业革命更快，扩产更难，周期更长。供需的瓶颈也许持续的时间比想象的长，价值链向应用的转移也会比过去慢很多，毕竟制造商也都学聪明了。台积电的基本面会越来越强，过几年再回头看看这个判断","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553083608387664","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552029838454880,"gmtCreate":1775809803955,"gmtModify":1775809806641,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>Mu是涨的最少，跌的最多。给闪迪提鞋都不配，同为AI供应链，mu比其他的估值低一倍，这不具备合理性。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>Mu是涨的最少，跌的最多。给闪迪提鞋都不配，同为AI供应链，mu比其他的估值低一倍，这不具备合理性。","text":"$美光科技(MU)$Mu是涨的最少，跌的最多。给闪迪提鞋都不配，同为AI供应链，mu比其他的估值低一倍，这不具备合理性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552029838454880","isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110775327737432","authorId":"4110775327737432","name":"mikyTiger","avatar":"https://static.tigerbbs.com/36b746c769dc29bd70ffc13b534c4676","crmLevel":7,"crmLevelSwitch":1,"idStr":"4110775327737432","authorIdStr":"4110775327737432"},"content":"我觉得可能是因为海丽是要来美股上市的原因，海力士的估值也是很低的，相比之下肯定是龙头更加适合买入。","text":"我觉得可能是因为海丽是要来美股上市的原因，海力士的估值也是很低的，相比之下肯定是龙头更加适合买入。","html":"我觉得可能是因为海丽是要来美股上市的原因，海力士的估值也是很低的，相比之下肯定是龙头更加适合买入。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551670978334800,"gmtCreate":1775722189869,"gmtModify":1775722192533,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2605(CLmain)$</a>出师未捷，这几天稳定回撤。原油正套先看到70+的价差吧，一组正套赚3个，4组赚12个，还是很香的。建仓了2倍杠杠的白糖多头，原油价格维持高位的情况下，白糖中长期上涨的逻辑应该没变，白糖挂了5800止盈，止损还没想好，先拿几天先。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2605(CLmain)$</a>出师未捷，这几天稳定回撤。原油正套先看到70+的价差吧，一组正套赚3个，4组赚12个，还是很香的。建仓了2倍杠杠的白糖多头，原油价格维持高位的情况下，白糖中长期上涨的逻辑应该没变，白糖挂了5800止盈，止损还没想好，先拿几天先。","text":"$WTI原油主连 2605(CLmain)$出师未捷，这几天稳定回撤。原油正套先看到70+的价差吧，一组正套赚3个，4组赚12个，还是很香的。建仓了2倍杠杠的白糖多头，原油价格维持高位的情况下，白糖中长期上涨的逻辑应该没变，白糖挂了5800止盈，止损还没想好，先拿几天先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551670978334800","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551344434159696,"gmtCreate":1775642467170,"gmtModify":1775642469852,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010512","authorIdStr":"10000000000010512"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>mu本身是不错，我唯一不喜欢的是，他太过于集中在高风险地区。未来美国建厂资本开支和成本都会很高，据说美国厂成本和时间是东亚两倍至少，以美国人的效率这几个美国厂延期风险很大。但从超长期来看，这是个必须的投资","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>mu本身是不错，我唯一不喜欢的是，他太过于集中在高风险地区。未来美国建厂资本开支和成本都会很高，据说美国厂成本和时间是东亚两倍至少，以美国人的效率这几个美国厂延期风险很大。但从超长期来看，这是个必须的投资","text":"$美光科技(MU)$mu本身是不错，我唯一不喜欢的是，他太过于集中在高风险地区。未来美国建厂资本开支和成本都会很高，据说美国厂成本和时间是东亚两倍至少，以美国人的效率这几个美国厂延期风险很大。但从超长期来看，这是个必须的投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551344434159696","isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}