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问就是价值投资
问就是价值投资
·
05-28 09:13
$高通(QCOM)$
大涨之后，回调6%真的不算什么。我觉得它跌不破220。
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问就是价值投资
问就是价值投资
·
05-28 03:27
$高通(QCOM)$
股价虽然近期下跌，但交易者通过看涨期权还是偏看涨。这可能是在逢低买入，或者押注反弹，也可能是AI或半导体新闻带来的资金流动。长期看涨期权的出现，说明有人对长期复苏挺有信心的。
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问就是价值投资
问就是价值投资
·
05-27 18:50
$高通(QCOM)$
对我来说，越来越难以否认华尔街终于开始相信高通的多元化故事了（考虑到不断累积的证据，现在相信也容易多了）。如果情况确实如此，那么这波上涨就是真实的；市场正在对高通进行“重新定价”，只是我们还不确定最终的定价水平会落在哪里。这轮涨势可能还会持续一阵，期间无疑会有间歇性的抛售让质疑者冒头，但随着故事逐渐清晰，我们最终会稳定在一个高得多的市盈率水平上。恭喜所有长期持有的朋友们，是时候了……而这次行情也确实证明了，既需要信念，也需要耐心。
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问就是价值投资
问就是价值投资
·
05-27 18:16
$高通(QCOM)$
$Robinhood(HOOD)$
这是要起飞啊…等不及看它6月24日的Q2投资者活动了。
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问就是价值投资
问就是价值投资
·
05-27
$高通(QCOM)$
高通把自己定位为先进芯片生产商，瞄准了这波AI建设浪潮，因为AI发展需要更高效的芯片，也就是能耗更低、发热更少的芯片。如果高通真能确立自己在这个领域的领军地位，那它未来的上涨空间还很大。轮也该轮到它了吧。
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问就是价值投资
问就是价值投资
·
05-26
$高通(QCOM)$
有报道称，高通和字节跳动达成了AI芯片协议，股价因此走高。这只是个开始。所以股价跳涨了15美元。
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问就是价值投资
问就是价值投资
·
05-26
$高通(QCOM)$
从点数图来看，QCOM的目标价在335美元；在上涨行情中，点数图目标的准确率能超过80%。
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问就是价值投资
问就是价值投资
·
05-26
$高通(QCOM)$
我一直相信，凭借他们出色的人才储备，高通在后苹果时代适应得挺好。我长期持有高通股票超过10年了...我看下来，它今年内应该很容易就能达到300美元的水平，而我会继续持有。为什么不呢...他们又不会消失，我也不会。它被低估有段时间了，现在市场终于意识到，苹果销量下滑早就是旧闻了，高通已经成功转向物联网，以及最近的人工智能...这些领域增长都很强劲。现在加上AI这个因素...市场正在快速修正他们的预测和估值模型，来反映这个新现实。
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问就是价值投资
问就是价值投资
·
05-22
$美国超微公司(AMD)$
不得不感叹一下AMD，从2018年的10美元到现在的442美元。
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问就是价值投资
问就是价值投资
·
05-21
$美国超微公司(AMD)$
翻看评论，感觉外面有很多愤怒的空头——一直要往下滑，想找点聪明、有见识的人写的有价值的东西看，真是挺累人的。“AMD是垃圾”、“AMD在泡沫里”、“AMD是这啊那啊”的。我猜，AMD刚刚才给了这些人一个狠狠的教训。 你们真觉得发这些无知言论能影响股价走势吗？AMD的持有者主要是机构和专业人士。趁早放弃吧，去找你们的贷款经理哭诉去。
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</a>股价虽然近期下跌，但交易者通过看涨期权还是偏看涨。这可能是在逢低买入，或者押注反弹，也可能是AI或半导体新闻带来的资金流动。长期看涨期权的出现，说明有人对长期复苏挺有信心的。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>股价虽然近期下跌，但交易者通过看涨期权还是偏看涨。这可能是在逢低买入，或者押注反弹，也可能是AI或半导体新闻带来的资金流动。长期看涨期权的出现，说明有人对长期复苏挺有信心的。","text":"$高通(QCOM)$ 股价虽然近期下跌，但交易者通过看涨期权还是偏看涨。这可能是在逢低买入，或者押注反弹，也可能是AI或半导体新闻带来的资金流动。长期看涨期权的出现，说明有人对长期复苏挺有信心的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569188932211088","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568860323250288,"gmtCreate":1779879052000,"gmtModify":1779934674239,"author":{"id":"10000000000010522","authorId":"10000000000010522","name":"问就是价值投资","avatar":"https://static.tigerbbs.com/fe19056bd23dcc537ba4aa743541c39e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010522","authorIdStr":"10000000000010522"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ 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href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a> 这是要起飞啊…等不及看它6月24日的Q2投资者活动了。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a> 这是要起飞啊…等不及看它6月24日的Q2投资者活动了。","text":"$高通(QCOM)$ $Robinhood(HOOD)$ 这是要起飞啊…等不及看它6月24日的Q2投资者活动了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568860325728368","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568820936753224,"gmtCreate":1779811813000,"gmtModify":1779933620057,"author":{"id":"10000000000010522","authorId":"10000000000010522","name":"问就是价值投资","avatar":"https://static.tigerbbs.com/fe19056bd23dcc537ba4aa743541c39e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010522","authorIdStr":"10000000000010522"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>高通把自己定位为先进芯片生产商，瞄准了这波AI建设浪潮，因为AI发展需要更高效的芯片，也就是能耗更低、发热更少的芯片。如果高通真能确立自己在这个领域的领军地位，那它未来的上涨空间还很大。轮也该轮到它了吧。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>高通把自己定位为先进芯片生产商，瞄准了这波AI建设浪潮，因为AI发展需要更高效的芯片，也就是能耗更低、发热更少的芯片。如果高通真能确立自己在这个领域的领军地位，那它未来的上涨空间还很大。轮也该轮到它了吧。","text":"$高通(QCOM)$ 高通把自己定位为先进芯片生产商，瞄准了这波AI建设浪潮，因为AI发展需要更高效的芯片，也就是能耗更低、发热更少的芯片。如果高通真能确立自己在这个领域的领军地位，那它未来的上涨空间还很大。轮也该轮到它了吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568820936753224","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568514182471912,"gmtCreate":1779807702000,"gmtModify":1779848194337,"author":{"id":"10000000000010522","authorId":"10000000000010522","name":"问就是价值投资","avatar":"https://static.tigerbbs.com/fe19056bd23dcc537ba4aa743541c39e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010522","authorIdStr":"10000000000010522"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 有报道称，高通和字节跳动达成了AI芯片协议，股价因此走高。这只是个开始。所以股价跳涨了15美元。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 有报道称，高通和字节跳动达成了AI芯片协议，股价因此走高。这只是个开始。所以股价跳涨了15美元。","text":"$高通(QCOM)$ 有报道称，高通和字节跳动达成了AI芯片协议，股价因此走高。这只是个开始。所以股价跳涨了15美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568514182471912","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568451443032296,"gmtCreate":1779792775000,"gmtModify":1779847434500,"author":{"id":"10000000000010522","authorId":"10000000000010522","name":"问就是价值投资","avatar":"https://static.tigerbbs.com/fe19056bd23dcc537ba4aa743541c39e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010522","authorIdStr":"10000000000010522"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>从点数图来看，QCOM的目标价在335美元；在上涨行情中，点数图目标的准确率能超过80%。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>从点数图来看，QCOM的目标价在335美元；在上涨行情中，点数图目标的准确率能超过80%。","text":"$高通(QCOM)$ 从点数图来看，QCOM的目标价在335美元；在上涨行情中，点数图目标的准确率能超过80%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568451443032296","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568363845439680,"gmtCreate":1779767816000,"gmtModify":1779781568906,"author":{"id":"10000000000010522","authorId":"10000000000010522","name":"问就是价值投资","avatar":"https://static.tigerbbs.com/fe19056bd23dcc537ba4aa743541c39e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010522","authorIdStr":"10000000000010522"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 我一直相信，凭借他们出色的人才储备，高通在后苹果时代适应得挺好。我长期持有高通股票超过10年了...我看下来，它今年内应该很容易就能达到300美元的水平，而我会继续持有。为什么不呢...他们又不会消失，我也不会。它被低估有段时间了，现在市场终于意识到，苹果销量下滑早就是旧闻了，高通已经成功转向物联网，以及最近的人工智能...这些领域增长都很强劲。现在加上AI这个因素...市场正在快速修正他们的预测和估值模型，来反映这个新现实。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 我一直相信，凭借他们出色的人才储备，高通在后苹果时代适应得挺好。我长期持有高通股票超过10年了...我看下来，它今年内应该很容易就能达到300美元的水平，而我会继续持有。为什么不呢...他们又不会消失，我也不会。它被低估有段时间了，现在市场终于意识到，苹果销量下滑早就是旧闻了，高通已经成功转向物联网，以及最近的人工智能...这些领域增长都很强劲。现在加上AI这个因素...市场正在快速修正他们的预测和估值模型，来反映这个新现实。","text":"$高通(QCOM)$ 我一直相信，凭借他们出色的人才储备，高通在后苹果时代适应得挺好。我长期持有高通股票超过10年了...我看下来，它今年内应该很容易就能达到300美元的水平，而我会继续持有。为什么不呢...他们又不会消失，我也不会。它被低估有段时间了，现在市场终于意识到，苹果销量下滑早就是旧闻了，高通已经成功转向物联网，以及最近的人工智能...这些领域增长都很强劲。现在加上AI这个因素...市场正在快速修正他们的预测和估值模型，来反映这个新现实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568363845439680","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566845063151960,"gmtCreate":1779381469000,"gmtModify":1779690463156,"author":{"id":"10000000000010522","authorId":"10000000000010522","name":"问就是价值投资","avatar":"https://static.tigerbbs.com/fe19056bd23dcc537ba4aa743541c39e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010522","authorIdStr":"10000000000010522"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>不得不感叹一下AMD，从2018年的10美元到现在的442美元。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>不得不感叹一下AMD，从2018年的10美元到现在的442美元。","text":"$美国超微公司(AMD)$ 不得不感叹一下AMD，从2018年的10美元到现在的442美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566845063151960","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566546983928152,"gmtCreate":1779324266000,"gmtModify":1779679205060,"author":{"id":"10000000000010522","authorId":"10000000000010522","name":"问就是价值投资","avatar":"https://static.tigerbbs.com/fe19056bd23dcc537ba4aa743541c39e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010522","authorIdStr":"10000000000010522"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>翻看评论，感觉外面有很多愤怒的空头——一直要往下滑，想找点聪明、有见识的人写的有价值的东西看，真是挺累人的。“AMD是垃圾”、“AMD在泡沫里”、“AMD是这啊那啊”的。我猜，AMD刚刚才给了这些人一个狠狠的教训。 你们真觉得发这些无知言论能影响股价走势吗？AMD的持有者主要是机构和专业人士。趁早放弃吧，去找你们的贷款经理哭诉去。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>翻看评论，感觉外面有很多愤怒的空头——一直要往下滑，想找点聪明、有见识的人写的有价值的东西看，真是挺累人的。“AMD是垃圾”、“AMD在泡沫里”、“AMD是这啊那啊”的。我猜，AMD刚刚才给了这些人一个狠狠的教训。 你们真觉得发这些无知言论能影响股价走势吗？AMD的持有者主要是机构和专业人士。趁早放弃吧，去找你们的贷款经理哭诉去。","text":"$美国超微公司(AMD)$ 翻看评论，感觉外面有很多愤怒的空头——一直要往下滑，想找点聪明、有见识的人写的有价值的东西看，真是挺累人的。“AMD是垃圾”、“AMD在泡沫里”、“AMD是这啊那啊”的。我猜，AMD刚刚才给了这些人一个狠狠的教训。 你们真觉得发这些无知言论能影响股价走势吗？AMD的持有者主要是机构和专业人士。趁早放弃吧，去找你们的贷款经理哭诉去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566546983928152","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}