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十年美股日内交易员
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五撇须
五撇须
·
05-17
这波我站tcl这边，办公软件肯定会被AI影响甚多，即使强如微软也不可避免，相对于谷歌微软当前确实是弱势，微软最大的筹码就是open AI的大股东身份，自己做的模型相当失败要不是有云计算平台回血当跟Meta一样更差，谷歌不仅自己大模型跟open AI不相上下，手里也有A的股份，还能生产TPU跟英伟达竞争，还有要上市的spaceX的巨额股份回报，看看伯克希尔都在大举买入谷歌，而阿克曼我觉得这个人始终有很深投机的成分，从疫情做空大赚29亿美金到当年在保健品公司打的那一仗落荒而逃到现在以市盈率低买入微软，实在是不够高明
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五撇须
五撇须
·
02-24
全部盈利大头都被英伟达台积电阿斯麦美光三星博通这些卖铲子赚走了，剩下毛线给AI公司盈利空间，竞争又那么激烈，用户又不是傻子
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五撇须
五撇须
·
2025-09-12
有意思的是，前几天博通财报本来没波动，也是因为接了open AI一百多亿的单子暴涨20%，这可是一万多亿美金市值的公司，谷歌也出来说芯片收入后续大幅增长也是大客户open AI，open AI要保持收入每年翻两倍的速度才能维持，就是AI还要继续大突破
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五撇须
五撇须
·
2025-09-05
连续几次都是财报出来波澜不惊，都是发布会出来才大涨，说明了什么
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五撇须
·
2025-08-06
使劲吹吧，就是一家寄生虫公司，靠着跟美国政府关系好生存的，CEO高位一直套现，当年帮着政府找到本拉登一直捞钱到现在，有政府背书还不好赚
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五撇须
·
2025-02-21
$NQ100指数主连 2503(NQmain)$
三只市值最大的是涨的，大盘掉了一个点，护盘味道也太隆了，纳指只要一掉，几大科技股巨头就赶紧拉出一两只有个小利好来护盘，问题是这么高位了能护到几时
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五撇须
·
2025-02-14
$黄金主连 2504(GCmain)$
避你**险，所有的风险资产都飞上天了，你避个逼险
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五撇须
五撇须
·
2024-08-20
Replying to
@老Know
:挺华为丢脸吗//
@老Know
:你用哪里看出来的我挺华为？😓
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五撇须
·
2024-07-09
$NQ100指数主连 2409(NQmain)$
会不会有点牛逼，是不是降息预期一直在就可以一直拉
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五撇须
·
2024-06-26
$NQ100指数主连 2409(NQmain)$
亚马逊微软再拉新高，永远的纳指啊
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AI要保持收入每年翻两倍的速度才能维持，就是AI还要继续大突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477829048172800","isVote":1,"tweetType":1,"viewCount":3569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475379654611352,"gmtCreate":1757062772300,"gmtModify":1757062774370,"author":{"id":"3450061884314599","authorId":"3450061884314599","name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450061884314599","authorIdStr":"3450061884314599"},"themes":[],"title":"","htmlText":"连续几次都是财报出来波澜不惊，都是发布会出来才大涨，说明了什么","listText":"连续几次都是财报出来波澜不惊，都是发布会出来才大涨，说明了什么","text":"连续几次都是财报出来波澜不惊，都是发布会出来才大涨，说明了什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475379654611352","repostId":"1123770804","repostType":4,"isVote":1,"tweetType":1,"viewCount":3088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464644473934280,"gmtCreate":1754464153971,"gmtModify":1754464997218,"author":{"id":"3450061884314599","authorId":"3450061884314599","name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450061884314599","authorIdStr":"3450061884314599"},"themes":[],"title":"","htmlText":"使劲吹吧，就是一家寄生虫公司，靠着跟美国政府关系好生存的，CEO高位一直套现，当年帮着政府找到本拉登一直捞钱到现在，有政府背书还不好赚","listText":"使劲吹吧，就是一家寄生虫公司，靠着跟美国政府关系好生存的，CEO高位一直套现，当年帮着政府找到本拉登一直捞钱到现在，有政府背书还不好赚","text":"使劲吹吧，就是一家寄生虫公司，靠着跟美国政府关系好生存的，CEO高位一直套现，当年帮着政府找到本拉登一直捞钱到现在，有政府背书还不好赚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464644473934280","repostId":"1195010424","repostType":4,"isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"content":"对的，就像比特币一样，当年就是骗子，一直骗到现在，从几毛骗到现在十二万一枚，太厉害了。","text":"对的，就像比特币一样，当年就是骗子，一直骗到现在，从几毛骗到现在十二万一枚，太厉害了。","html":"对的，就像比特币一样，当年就是骗子，一直骗到现在，从几毛骗到现在十二万一枚，太厉害了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405704990982456,"gmtCreate":1740076042342,"gmtModify":1740076045347,"author":{"id":"3450061884314599","authorId":"3450061884314599","name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450061884314599","authorIdStr":"3450061884314599"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2503(NQmain)$ </a><v-v data-views=\"0\"></v-v> 三只市值最大的是涨的，大盘掉了一个点，护盘味道也太隆了，纳指只要一掉，几大科技股巨头就赶紧拉出一两只有个小利好来护盘，问题是这么高位了能护到几时","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2503(NQmain)$ </a><v-v data-views=\"0\"></v-v> 三只市值最大的是涨的，大盘掉了一个点，护盘味道也太隆了，纳指只要一掉，几大科技股巨头就赶紧拉出一两只有个小利好来护盘，问题是这么高位了能护到几时","text":"$NQ100指数主连 2503(NQmain)$ 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2504(GCmain)$ </a> 避你**险，所有的风险资产都飞上天了，你避个逼险","text":"$黄金主连 2504(GCmain)$ 避你**险，所有的风险资产都飞上天了，你避个逼险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403471341146512","isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340416448942472,"gmtCreate":1724151591015,"gmtModify":1724151593215,"author":{"id":"3450061884314599","authorId":"3450061884314599","name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450061884314599","authorIdStr":"3450061884314599"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3542883732948214\">@老Know</a>:挺华为丢脸吗//<a href=\"https://laohu8.com/U/3542883732948214\">@老Know</a>:你用哪里看出来的我挺华为？😓","listText":"Replying to <a 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