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随行随大
随行随大
·
01:45
$美国超微公司(AMD)$
关键的一点是，我觉得AMD现在还是很便宜。市场好像还没完全把那些大型AI芯片交易带来的巨大潜力算进去，再加上CPU需求和价格也在提升。这股票现在的交易价格只有20倍2027年现实的EPS目标，但它的增长速度会远超这个估值倍数。最终的盈利潜力，在我看来，是能支撑起那个600美元的目标价的。
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随行随大
·
04-20 23:42
$英伟达(NVDA)$
长期投资才是赚钱的关键。这只股票过去13年中有11年都是上涨的。
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185
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随行随大
随行随大
·
04-20 20:45
$美国超微公司(AMD)$
AMD的需求真是高得有点夸张，主要是AI对GPU和CPU的需求太猛了，股价一路新高，目标价都看到$310–$320了。分析师们还是一致强烈看多，焦点都在数据中心增长，还有跟Meta、OpenAI这些大客户的合作上。MI450和CPU的需求很强劲，加上未来的增长潜力，长期看涨的情绪还是挺稳的。
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随行随大
随行随大
·
04-17
$美国超微公司(AMD)$
AMD的股价会涨到600美元以上。这是Sam Altman和OpenAI能够买入并持有一小部分股份的价格。以Altman的性格，他肯定想拥有一家顶级AI芯片设计公司的股份。我预计OpenAI会持续购买AMD的所有产能，从而推高股价。
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随行随大
随行随大
·
04-17
$微软(MSFT)$
财报还有两周才发布。应该会像甲骨文和其他科技公司最近的财报那样超出预期。目前估值明显偏低。
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随行随大
随行随大
·
04-17
$美国超微公司(AMD)$
我希望你们都在享受这堂关于期权交易中gamma挤压的经典课程。就像我之前发过的，长期股东可以挺过这些风暴并赚取大量股权，但如果你站错了队，无论是做空还是买入裸看跌期权，都会相当不愉快。这些黑天鹅事件很少发生，但有力地证明了为什么市场时机选择是徒劳的。现在还对AMD这家伟大的公司及其CEO的愿景有疑问吗？真是惊人的意外之财！
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38
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随行随大
随行随大
·
04-16
$美国超微公司(AMD)$
AMD已经连续11天上涨。这11天里，涨了62美元。
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随行随大
·
04-15
$美国超微公司(AMD)$
AMD已经连续10天上涨了。10天内涨了59美元，涨幅超过30%。这有什么不喜欢的！
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随行随大
随行随大
·
04-15
$微软(MSFT)$
收盘站上了50日移动平均线，幅度不大，但对我来说算是个小胜利。
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随行随大
·
04-10
$美国超微公司(AMD)$
AMD股价最近涨得挺猛，已经站上了20日、50日和200日均线，动能看起来很强。
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关键的一点是，我觉得AMD现在还是很便宜。市场好像还没完全把那些大型AI芯片交易带来的巨大潜力算进去，再加上CPU需求和价格也在提升。这股票现在的交易价格只有20倍2027年现实的EPS目标，但它的增长速度会远超这个估值倍数。最终的盈利潜力，在我看来，是能支撑起那个600美元的目标价的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556282289673096","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555818475409448,"gmtCreate":1776699779000,"gmtModify":1776742180320,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>长期投资才是赚钱的关键。这只股票过去13年中有11年都是上涨的。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>长期投资才是赚钱的关键。这只股票过去13年中有11年都是上涨的。","text":"$英伟达(NVDA)$ 长期投资才是赚钱的关键。这只股票过去13年中有11年都是上涨的。","images":[{"img":"https://static.tigerbbs.com/5f81cf5c22dee1b5b5c8a3ec71c86187","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555818475409448","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":555751993754504,"gmtCreate":1776689152000,"gmtModify":1776739279781,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD的需求真是高得有点夸张，主要是AI对GPU和CPU的需求太猛了，股价一路新高，目标价都看到$310–$320了。分析师们还是一致强烈看多，焦点都在数据中心增长，还有跟Meta、OpenAI这些大客户的合作上。MI450和CPU的需求很强劲，加上未来的增长潜力，长期看涨的情绪还是挺稳的。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD的需求真是高得有点夸张，主要是AI对GPU和CPU的需求太猛了，股价一路新高，目标价都看到$310–$320了。分析师们还是一致强烈看多，焦点都在数据中心增长，还有跟Meta、OpenAI这些大客户的合作上。MI450和CPU的需求很强劲，加上未来的增长潜力，长期看涨的情绪还是挺稳的。","text":"$美国超微公司(AMD)$ 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Altman和OpenAI能够买入并持有一小部分股份的价格。以Altman的性格，他肯定想拥有一家顶级AI芯片设计公司的股份。我预计OpenAI会持续购买AMD的所有产能，从而推高股价。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD的股价会涨到600美元以上。这是Sam Altman和OpenAI能够买入并持有一小部分股份的价格。以Altman的性格，他肯定想拥有一家顶级AI芯片设计公司的股份。我预计OpenAI会持续购买AMD的所有产能，从而推高股价。","text":"$美国超微公司(AMD)$ AMD的股价会涨到600美元以上。这是Sam Altman和OpenAI能够买入并持有一小部分股份的价格。以Altman的性格，他肯定想拥有一家顶级AI芯片设计公司的股份。我预计OpenAI会持续购买AMD的所有产能，从而推高股价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554543183777856","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554543236849744,"gmtCreate":1776371670000,"gmtModify":1776397561655,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>财报还有两周才发布。应该会像甲骨文和其他科技公司最近的财报那样超出预期。目前估值明显偏低。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>财报还有两周才发布。应该会像甲骨文和其他科技公司最近的财报那样超出预期。目前估值明显偏低。","text":"$微软(MSFT)$ 财报还有两周才发布。应该会像甲骨文和其他科技公司最近的财报那样超出预期。目前估值明显偏低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554543236849744","isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554516390240336,"gmtCreate":1776358501000,"gmtModify":1776405902034,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 我希望你们都在享受这堂关于期权交易中gamma挤压的经典课程。就像我之前发过的，长期股东可以挺过这些风暴并赚取大量股权，但如果你站错了队，无论是做空还是买入裸看跌期权，都会相当不愉快。这些黑天鹅事件很少发生，但有力地证明了为什么市场时机选择是徒劳的。现在还对AMD这家伟大的公司及其CEO的愿景有疑问吗？真是惊人的意外之财！","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 我希望你们都在享受这堂关于期权交易中gamma挤压的经典课程。就像我之前发过的，长期股东可以挺过这些风暴并赚取大量股权，但如果你站错了队，无论是做空还是买入裸看跌期权，都会相当不愉快。这些黑天鹅事件很少发生，但有力地证明了为什么市场时机选择是徒劳的。现在还对AMD这家伟大的公司及其CEO的愿景有疑问吗？真是惊人的意外之财！","text":"$美国超微公司(AMD)$ 我希望你们都在享受这堂关于期权交易中gamma挤压的经典课程。就像我之前发过的，长期股东可以挺过这些风暴并赚取大量股权，但如果你站错了队，无论是做空还是买入裸看跌期权，都会相当不愉快。这些黑天鹅事件很少发生，但有力地证明了为什么市场时机选择是徒劳的。现在还对AMD这家伟大的公司及其CEO的愿景有疑问吗？真是惊人的意外之财！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554516390240336","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554149625189272,"gmtCreate":1776283964000,"gmtModify":1776306823507,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> AMD已经连续11天上涨。这11天里，涨了62美元。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> AMD已经连续11天上涨。这11天里，涨了62美元。","text":"$美国超微公司(AMD)$ AMD已经连续11天上涨。这11天里，涨了62美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554149625189272","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553805589541784,"gmtCreate":1776197771000,"gmtModify":1776218159521,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD已经连续10天上涨了。10天内涨了59美元，涨幅超过30%。这有什么不喜欢的！","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>AMD已经连续10天上涨了。10天内涨了59美元，涨幅超过30%。这有什么不喜欢的！","text":"$美国超微公司(AMD)$ AMD已经连续10天上涨了。10天内涨了59美元，涨幅超过30%。这有什么不喜欢的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553805589541784","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553946428363672,"gmtCreate":1776196782000,"gmtModify":1776306651905,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 收盘站上了50日移动平均线，幅度不大，但对我来说算是个小胜利。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 收盘站上了50日移动平均线，幅度不大，但对我来说算是个小胜利。","text":"$微软(MSFT)$ 收盘站上了50日移动平均线，幅度不大，但对我来说算是个小胜利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553946428363672","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551916543279144,"gmtCreate":1775768057000,"gmtModify":1775791576562,"author":{"id":"10000000000010576","authorId":"10000000000010576","name":"随行随大","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010576","idStr":"10000000000010576"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> AMD股价最近涨得挺猛，已经站上了20日、50日和200日均线，动能看起来很强。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> AMD股价最近涨得挺猛，已经站上了20日、50日和200日均线，动能看起来很强。","text":"$美国超微公司(AMD)$ AMD股价最近涨得挺猛，已经站上了20日、50日和200日均线，动能看起来很强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551916543279144","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}