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股海巡道
股海巡道
·
05-29 08:14
$微软(MSFT)$
戴尔最新财报会议的数据和展望，正好说明了企业业务一旦稳定下来，并且获得了市场对AI工作流采纳的信任，这个市场有多苛刻，利润就有多丰厚。别忘了，微软才是企业领域无可争议的王者，护城河之深无人能及，而且它历来也是戴尔的重要合作伙伴。 在我看来，这次戴尔的事件，很可能成为过去9个月华尔街一直在等待的微软的拐点之一。保持耐心就好。
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股海巡道
股海巡道
·
05-29 01:52
$微软(MSFT)$
说实话，我不太相信它会重新涨上去突破430，然后再跌到300。这段时间我们看到的这种走势，不像是散户能搞出来的。如果真是机构在操作，他们投入这么多钱，总不会是为了看它一路跌下去吧。 我觉得MSFT应该要突破了，很快就能再上一个台阶，看到450。
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股海巡道
股海巡道
·
05-27
$微软(MSFT)$
真是难以置信，世界上最好的公司之一，居然毫无理由地被市场冷落。
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30
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股海巡道
股海巡道
·
05-26
$苹果(AAPL)$
对那些看空苹果的人，我只想说：看看他们上个季度公布的数据和下季度的指引吧。超过2.5亿活跃设备，这些用户清楚产品和服务有多好，他们不会离开苹果生态的，生态确实很强。
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股海巡道
股海巡道
·
05-19
$苹果(AAPL)$
如果苹果的人工智能能以更好的形式呈现，那可能会是个游戏改变者。
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股海巡道
股海巡道
·
05-14
$苹果(AAPL)$
嗯……说不定会有拆股的消息？我倒是挺希望自己之前的看法是错的。我更愿意看到股价能到拆分后的50美元左右。
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720
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股海巡道
股海巡道
·
05-12
$苹果(AAPL)$
库克要和马斯克、特朗普一起去中国了。这对苹果在中国市场来说，怎么看都是好事。
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股海巡道
股海巡道
·
05-11
$苹果(AAPL)$
CNBC报道，美国银行认为苹果在财报后仍有很大上涨空间，并给出了强烈推荐的评级。
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532
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股海巡道
股海巡道
·
05-06
$苹果(AAPL)$
苹果股票一直在试探阻力位，快要突破了。我希望它能突破。市盈率接近33.5，对一家成长型公司来说，这个水平还算合理。
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股海巡道
股海巡道
·
05-05
$微软(MSFT)$
微软最新的财报数据：营收 829 亿美元，同比增长 18%。净利润 318 亿美元，盈利能力提升显著。每股收益 4.27 美元，超过了预期的 4.06 美元。云业务收入超过 540 亿美元，同比增长 29%。AI 业务的年化收入运转率已超过 370 亿美元，同比增长 123%。 忽略 AI 的力量，几年后可能会后悔。微软持有 OpenAI 超过 25% 的股份。微软 Copilot 和 OpenAI ChatGPT 在全球被广泛使用。 从图表看，微软目前处于深度超卖状态，正在形成一个双重底形态。等这个形态完成，股价有望重回 500 美元以上。
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在我看来，这次戴尔的事件，很可能成为过去9个月华尔街一直在等待的微软的拐点之一。保持耐心就好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569512854790264","isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569469935992904,"gmtCreate":1779990722000,"gmtModify":1780037942862,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>说实话，我不太相信它会重新涨上去突破430，然后再跌到300。这段时间我们看到的这种走势，不像是散户能搞出来的。如果真是机构在操作，他们投入这么多钱，总不会是为了看它一路跌下去吧。 我觉得MSFT应该要突破了，很快就能再上一个台阶，看到450。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>说实话，我不太相信它会重新涨上去突破430，然后再跌到300。这段时间我们看到的这种走势，不像是散户能搞出来的。如果真是机构在操作，他们投入这么多钱，总不会是为了看它一路跌下去吧。 我觉得MSFT应该要突破了，很快就能再上一个台阶，看到450。","text":"$微软(MSFT)$ 说实话，我不太相信它会重新涨上去突破430，然后再跌到300。这段时间我们看到的这种走势，不像是散户能搞出来的。如果真是机构在操作，他们投入这么多钱，总不会是为了看它一路跌下去吧。 我觉得MSFT应该要突破了，很快就能再上一个台阶，看到450。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569469935992904","isVote":1,"tweetType":1,"viewCount":3695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568857814479080,"gmtCreate":1779880150000,"gmtModify":1779934760351,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>真是难以置信，世界上最好的公司之一，居然毫无理由地被市场冷落。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>真是难以置信，世界上最好的公司之一，居然毫无理由地被市场冷落。","text":"$微软(MSFT)$ 真是难以置信，世界上最好的公司之一，居然毫无理由地被市场冷落。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568857814479080","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568483314757704,"gmtCreate":1779798939000,"gmtModify":1779847580528,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>对那些看空苹果的人，我只想说：看看他们上个季度公布的数据和下季度的指引吧。超过2.5亿活跃设备，这些用户清楚产品和服务有多好，他们不会离开苹果生态的，生态确实很强。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>对那些看空苹果的人，我只想说：看看他们上个季度公布的数据和下季度的指引吧。超过2.5亿活跃设备，这些用户清楚产品和服务有多好，他们不会离开苹果生态的，生态确实很强。","text":"$苹果(AAPL)$ 对那些看空苹果的人，我只想说：看看他们上个季度公布的数据和下季度的指引吧。超过2.5亿活跃设备，这些用户清楚产品和服务有多好，他们不会离开苹果生态的，生态确实很强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568483314757704","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565907261894664,"gmtCreate":1779129503000,"gmtModify":1779175930765,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 如果苹果的人工智能能以更好的形式呈现，那可能会是个游戏改变者。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 如果苹果的人工智能能以更好的形式呈现，那可能会是个游戏改变者。","text":"$苹果(AAPL)$ 如果苹果的人工智能能以更好的形式呈现，那可能会是个游戏改变者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565907261894664","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564083370053864,"gmtCreate":1778692226000,"gmtModify":1778753650890,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 嗯……说不定会有拆股的消息？我倒是挺希望自己之前的看法是错的。我更愿意看到股价能到拆分后的50美元左右。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 嗯……说不定会有拆股的消息？我倒是挺希望自己之前的看法是错的。我更愿意看到股价能到拆分后的50美元左右。","text":"$苹果(AAPL)$ 嗯……说不定会有拆股的消息？我倒是挺希望自己之前的看法是错的。我更愿意看到股价能到拆分后的50美元左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564083370053864","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563300637823008,"gmtCreate":1778523920000,"gmtModify":1778753240674,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 库克要和马斯克、特朗普一起去中国了。这对苹果在中国市场来说，怎么看都是好事。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 库克要和马斯克、特朗普一起去中国了。这对苹果在中国市场来说，怎么看都是好事。","text":"$苹果(AAPL)$ 库克要和马斯克、特朗普一起去中国了。这对苹果在中国市场来说，怎么看都是好事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563300637823008","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562917029818392,"gmtCreate":1778456487000,"gmtModify":1778482613627,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>CNBC报道，美国银行认为苹果在财报后仍有很大上涨空间，并给出了强烈推荐的评级。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>CNBC报道，美国银行认为苹果在财报后仍有很大上涨空间，并给出了强烈推荐的评级。","text":"$苹果(AAPL)$ CNBC报道，美国银行认为苹果在财报后仍有很大上涨空间，并给出了强烈推荐的评级。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562917029818392","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561147509190688,"gmtCreate":1778021713000,"gmtModify":1778035374223,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果股票一直在试探阻力位，快要突破了。我希望它能突破。市盈率接近33.5，对一家成长型公司来说，这个水平还算合理。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果股票一直在试探阻力位，快要突破了。我希望它能突破。市盈率接近33.5，对一家成长型公司来说，这个水平还算合理。","text":"$苹果(AAPL)$ 苹果股票一直在试探阻力位，快要突破了。我希望它能突破。市盈率接近33.5，对一家成长型公司来说，这个水平还算合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561147509190688","isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560820754182848,"gmtCreate":1777936205000,"gmtModify":1777984601041,"author":{"id":"10000000000010524","authorId":"10000000000010524","name":"股海巡道","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010524","authorIdStr":"10000000000010524"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 微软最新的财报数据：营收 829 亿美元，同比增长 18%。净利润 318 亿美元，盈利能力提升显著。每股收益 4.27 美元，超过了预期的 4.06 美元。云业务收入超过 540 亿美元，同比增长 29%。AI 业务的年化收入运转率已超过 370 亿美元，同比增长 123%。 忽略 AI 的力量，几年后可能会后悔。微软持有 OpenAI 超过 25% 的股份。微软 Copilot 和 OpenAI ChatGPT 在全球被广泛使用。 从图表看，微软目前处于深度超卖状态，正在形成一个双重底形态。等这个形态完成，股价有望重回 500 美元以上。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 微软最新的财报数据：营收 829 亿美元，同比增长 18%。净利润 318 亿美元，盈利能力提升显著。每股收益 4.27 美元，超过了预期的 4.06 美元。云业务收入超过 540 亿美元，同比增长 29%。AI 业务的年化收入运转率已超过 370 亿美元，同比增长 123%。 忽略 AI 的力量，几年后可能会后悔。微软持有 OpenAI 超过 25% 的股份。微软 Copilot 和 OpenAI ChatGPT 在全球被广泛使用。 从图表看，微软目前处于深度超卖状态，正在形成一个双重底形态。等这个形态完成，股价有望重回 500 美元以上。","text":"$微软(MSFT)$ 微软最新的财报数据：营收 829 亿美元，同比增长 18%。净利润 318 亿美元，盈利能力提升显著。每股收益 4.27 美元，超过了预期的 4.06 美元。云业务收入超过 540 亿美元，同比增长 29%。AI 业务的年化收入运转率已超过 370 亿美元，同比增长 123%。 忽略 AI 的力量，几年后可能会后悔。微软持有 OpenAI 超过 25% 的股份。微软 Copilot 和 OpenAI ChatGPT 在全球被广泛使用。 从图表看，微软目前处于深度超卖状态，正在形成一个双重底形态。等这个形态完成，股价有望重回 500 美元以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560820754182848","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}