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韭菜ooo
韭菜ooo
·
04-17 12:52
$英特尔(INTC)$
全球CPU供应短缺正扰乱个人电脑与工控机供应链，即便溢价采购，处理器依旧一机难求，存储芯片虽供应紧张但仍可买到。英特尔怎么也得比闪迪长得好
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韭菜ooo
韭菜ooo
·
04-16
$台积电(TSM)$
原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。
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韭菜ooo
韭菜ooo
·
04-15
$金斯瑞生物科技(01548)$
传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 金斯瑞这一波能走多远？
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韭菜ooo
韭菜ooo
·
04-15
$花旗(C)$
花旗交出了十年来最强季报。每股盈利3.06美元，超预期的2.64美元。收入246亿美元，超预期的237亿美元，2026年开局异常强劲啊
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韭菜ooo
韭菜ooo
·
04-13
$中国海洋石油(00883)$
海峡每多封一天，油的缺口就会非线性地扩大，不以谁的意志为转移，中海油的估值将由短期博弈转为较长期化的利润增厚方向继续演进
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韭菜ooo
韭菜ooo
·
04-10
$亚马逊(AMZN)$
AWS的AI业务，年化收入已经达到150亿美元以上，亚马逊的自研芯片业务，年化营收在 200 亿美元以上，我预计2030年广告收入将达到1020亿美元，2026年广告收入为24亿美元，2027年将达到110 亿美元。海外的变现数据已经出来，全球AI已经从讲故事阶段，正式进入大规模赚钱阶段了
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韭菜ooo
韭菜ooo
·
04-09
$Meta Platforms, Inc.(META)$
疯狂啊，META没几天从620到520又回到620，其实啥都没变。完全市场情绪影响股价
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韭菜ooo
韭菜ooo
·
04-08
$特斯拉(TSLA)$
SpaceX可能接近 2 万亿美元估值？离谱。一家造火箭的公司，凭什么比大多数国家的GDP还大？我真的醉了
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韭菜ooo
韭菜ooo
·
04-08
$纳斯达克(.IXIC)$
美股能否走稳关键就是霍尔木兹海峡能不能尽快恢复航行，暂停战事对于市场来说当然是一个利好，至少表明局势短期不会升级，这有利于缓解通胀和经济滞胀预期。接下来需要观察谈判进展，美股走好可能还是要等到真正停战的时候，自己把握节奏吧
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韭菜ooo
韭菜ooo
·
04-03
$特斯拉(TSLA)$
SpaceX收购了xAI，两家公司变为一家公司，SpaceX在IPO中能融到多少钱，将直接决定马斯克在AI世界能走多快，走多远。很多公司的IPO根本不是为了融资，而是为了给股东一个退出渠道，但马斯克的公司不行，他是真的很需要钱
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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>全球CPU供应短缺正扰乱个人电脑与工控机供应链，即便溢价采购，处理器依旧一机难求，存储芯片虽供应紧张但仍可买到。英特尔怎么也得比闪迪长得好","text":"$英特尔(INTC)$全球CPU供应短缺正扰乱个人电脑与工控机供应链，即便溢价采购，处理器依旧一机难求，存储芯片虽供应紧张但仍可买到。英特尔怎么也得比闪迪长得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554579407672184","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554281672913816,"gmtCreate":1776328973835,"gmtModify":1776328976793,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。","text":"$台积电(TSM)$原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554281672913816","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553947105386560,"gmtCreate":1776247285861,"gmtModify":1776247288504,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a>传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 金斯瑞这一波能走多远？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a>传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 金斯瑞这一波能走多远？","text":"$金斯瑞生物科技(01548)$传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 金斯瑞这一波能走多远？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553947105386560","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553946103329672,"gmtCreate":1776246950666,"gmtModify":1776246953360,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a>花旗交出了十年来最强季报。每股盈利3.06美元，超预期的2.64美元。收入246亿美元，超预期的237亿美元，2026年开局异常强劲啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a>花旗交出了十年来最强季报。每股盈利3.06美元，超预期的2.64美元。收入246亿美元，超预期的237亿美元，2026年开局异常强劲啊","text":"$花旗(C)$花旗交出了十年来最强季报。每股盈利3.06美元，超预期的2.64美元。收入246亿美元，超预期的237亿美元，2026年开局异常强劲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553946103329672","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553083454795920,"gmtCreate":1776067124028,"gmtModify":1776067126435,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$</a>海峡每多封一天，油的缺口就会非线性地扩大，不以谁的意志为转移，中海油的估值将由短期博弈转为较长期化的利润增厚方向继续演进","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$</a>海峡每多封一天，油的缺口就会非线性地扩大，不以谁的意志为转移，中海油的估值将由短期博弈转为较长期化的利润增厚方向继续演进","text":"$中国海洋石油(00883)$海峡每多封一天，油的缺口就会非线性地扩大，不以谁的意志为转移，中海油的估值将由短期博弈转为较长期化的利润增厚方向继续演进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553083454795920","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552029989888080,"gmtCreate":1775809839174,"gmtModify":1775811239285,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>AWS的AI业务，年化收入已经达到150亿美元以上，亚马逊的自研芯片业务，年化营收在 200 亿美元以上，我预计2030年广告收入将达到1020亿美元，2026年广告收入为24亿美元，2027年将达到110 亿美元。海外的变现数据已经出来，全球AI已经从讲故事阶段，正式进入大规模赚钱阶段了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>AWS的AI业务，年化收入已经达到150亿美元以上，亚马逊的自研芯片业务，年化营收在 200 亿美元以上，我预计2030年广告收入将达到1020亿美元，2026年广告收入为24亿美元，2027年将达到110 亿美元。海外的变现数据已经出来，全球AI已经从讲故事阶段，正式进入大规模赚钱阶段了","text":"$亚马逊(AMZN)$AWS的AI业务，年化收入已经达到150亿美元以上，亚马逊的自研芯片业务，年化营收在 200 亿美元以上，我预计2030年广告收入将达到1020亿美元，2026年广告收入为24亿美元，2027年将达到110 亿美元。海外的变现数据已经出来，全球AI已经从讲故事阶段，正式进入大规模赚钱阶段了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552029989888080","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551671136518240,"gmtCreate":1775722230240,"gmtModify":1775722232402,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>疯狂啊，META没几天从620到520又回到620，其实啥都没变。完全市场情绪影响股价","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>疯狂啊，META没几天从620到520又回到620，其实啥都没变。完全市场情绪影响股价","text":"$Meta Platforms, Inc.(META)$疯狂啊，META没几天从620到520又回到620，其实啥都没变。完全市场情绪影响股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551671136518240","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551344585760864,"gmtCreate":1775642505934,"gmtModify":1775642508198,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>SpaceX可能接近 2 万亿美元估值？离谱。一家造火箭的公司，凭什么比大多数国家的GDP还大？我真的醉了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>SpaceX可能接近 2 万亿美元估值？离谱。一家造火箭的公司，凭什么比大多数国家的GDP还大？我真的醉了","text":"$特斯拉(TSLA)$SpaceX可能接近 2 万亿美元估值？离谱。一家造火箭的公司，凭什么比大多数国家的GDP还大？我真的醉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551344585760864","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551342967652512,"gmtCreate":1775642189500,"gmtModify":1775642192428,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>美股能否走稳关键就是霍尔木兹海峡能不能尽快恢复航行，暂停战事对于市场来说当然是一个利好，至少表明局势短期不会升级，这有利于缓解通胀和经济滞胀预期。接下来需要观察谈判进展，美股走好可能还是要等到真正停战的时候，自己把握节奏吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>美股能否走稳关键就是霍尔木兹海峡能不能尽快恢复航行，暂停战事对于市场来说当然是一个利好，至少表明局势短期不会升级，这有利于缓解通胀和经济滞胀预期。接下来需要观察谈判进展，美股走好可能还是要等到真正停战的时候，自己把握节奏吧","text":"$纳斯达克(.IXIC)$美股能否走稳关键就是霍尔木兹海峡能不能尽快恢复航行，暂停战事对于市场来说当然是一个利好，至少表明局势短期不会升级，这有利于缓解通胀和经济滞胀预期。接下来需要观察谈判进展，美股走好可能还是要等到真正停战的时候，自己把握节奏吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551342967652512","isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549517150101600,"gmtCreate":1775196354650,"gmtModify":1775196357120,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>SpaceX收购了xAI，两家公司变为一家公司，SpaceX在IPO中能融到多少钱，将直接决定马斯克在AI世界能走多快，走多远。很多公司的IPO根本不是为了融资，而是为了给股东一个退出渠道，但马斯克的公司不行，他是真的很需要钱","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>SpaceX收购了xAI，两家公司变为一家公司，SpaceX在IPO中能融到多少钱，将直接决定马斯克在AI世界能走多快，走多远。很多公司的IPO根本不是为了融资，而是为了给股东一个退出渠道，但马斯克的公司不行，他是真的很需要钱","text":"$特斯拉(TSLA)$SpaceX收购了xAI，两家公司变为一家公司，SpaceX在IPO中能融到多少钱，将直接决定马斯克在AI世界能走多快，走多远。很多公司的IPO根本不是为了融资，而是为了给股东一个退出渠道，但马斯克的公司不行，他是真的很需要钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549517150101600","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}