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莱茵兰

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- 莱茵兰莱茵兰
  ·05-22
  感觉伯克希尔和桥水会好一点。ark 那个风险挺大的。
  346 评论
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- 莱茵兰莱茵兰
  ·05-22
  感觉谷歌更像种子轮投资，英伟达的跟着买就行。会不断产生概念和话题。
  662 评论
  1
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- 莱茵兰莱茵兰
  ·05-22
  感觉可以站稳，即使短期掉下来，长期中枢也是逐渐抬高的。
  455 1
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- 莱茵兰莱茵兰
  ·05-22
  应该会让太空股整个产业链都跟着拉一波吧？
  149 评论
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- 莱茵兰莱茵兰
  ·05-13
  感觉能够受惠于中国芯片产业链的，都能够占到便宜。
  314 1
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- 莱茵兰莱茵兰
  ·05-11
  主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。
  269 评论
  1
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- 莱茵兰莱茵兰
  ·05-11
  英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。
  523 评论
  1
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- 莱茵兰莱茵兰
  ·05-11
  我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。
  424 评论
  1
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- 莱茵兰莱茵兰
  ·05-07
  我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。
  642 1
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- 莱茵兰莱茵兰
  ·04-12
  我觉得确实可以考虑一下，但是主要就是不确定性的政策风险，还是有点担心的。
  1,023 评论
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那个风险挺大的。","listText":"感觉伯克希尔和桥水会好一点。ark 那个风险挺大的。","text":"感觉伯克希尔和桥水会好一点。ark 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长期中枢抬高这点我信","text":"这位置我偏拿着 长期中枢抬高这点我信","html":"这位置我偏拿着 长期中枢抬高这点我信"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566722864239360,"gmtCreate":1779394384699,"gmtModify":1779394387514,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496823262718321","authorIdStr":"3496823262718321"},"themes":[],"title":"","htmlText":"应该会让太空股整个产业链都跟着拉一波吧？","listText":"应该会让太空股整个产业链都跟着拉一波吧？","text":"应该会让太空股整个产业链都跟着拉一波吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566722864239360","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563765535336328,"gmtCreate":1778672461462,"gmtModify":1778672464264,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496823262718321","authorIdStr":"3496823262718321"},"themes":[],"title":"","htmlText":"感觉能够受惠于中国芯片产业链的，都能够占到便宜。","listText":"感觉能够受惠于中国芯片产业链的，都能够占到便宜。","text":"感觉能够受惠于中国芯片产业链的，都能够占到便宜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563765535336328","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274748701539","authorId":"3479274748701539","name":"happiness000","avatar":"https://static.laohu8.com/picture79","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274748701539","authorIdStr":"3479274748701539"},"content":"设备材料更香吧 你更看好哪段","text":"设备材料更香吧 你更看好哪段","html":"设备材料更香吧 你更看好哪段"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563039285728592,"gmtCreate":1778489400837,"gmtModify":1778489403820,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496823262718321","authorIdStr":"3496823262718321"},"themes":[],"title":"","htmlText":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","listText":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","text":"主要是美光是不是真的被摆脱了市场周期？毕竟早年台积电也被认为是周期股，现在没有人这么看。但是也不能轻易下结论。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563039285728592","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562867848230560,"gmtCreate":1778447515585,"gmtModify":1778447518315,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496823262718321","authorIdStr":"3496823262718321"},"themes":[],"title":"","htmlText":"英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。","listText":"英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。","text":"英特尔的制造现在都还是前期订单，真正代工值不值现在估计的这么高的钱？还是有不确定性的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562867848230560","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562867863490760,"gmtCreate":1778447445862,"gmtModify":1778447448670,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496823262718321","authorIdStr":"3496823262718321"},"themes":[],"title":"","htmlText":"我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。","listText":"我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。","text":"我觉得最近狂热杀入的有点多，而且全世界的投资者都进去了。所以如果波动会非常迅速，要盯着一点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562867863490760","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561467374560336,"gmtCreate":1778108697394,"gmtModify":1778108700162,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496823262718321","authorIdStr":"3496823262718321"},"themes":[],"title":"","htmlText":"我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。","listText":"我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。","text":"我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561467374560336","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000379","authorId":"9000000000000379","name":"TaylorNorton","avatar":"https://static.tigerbbs.com/9ff565a6f54c24e1fc4110226338d657","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000379","authorIdStr":"9000000000000379"},"content":"我也拿着ARM 你仓位多大","text":"我也拿着ARM 你仓位多大","html":"我也拿着ARM 你仓位多大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552828368827096,"gmtCreate":1776002431059,"gmtModify":1776002433890,"author":{"id":"3496823262718321","authorId":"3496823262718321","name":"莱茵兰","avatar":"https://static.tigerbbs.com/0f23eb230382dfd0d073e5b84948d81b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496823262718321","authorIdStr":"3496823262718321"},"themes":[],"title":"","htmlText":"我觉得确实可以考虑一下，但是主要就是不确定性的政策风险，还是有点担心的。","listText":"我觉得确实可以考虑一下，但是主要就是不确定性的政策风险，还是有点担心的。","text":"我觉得确实可以考虑一下，但是主要就是不确定性的政策风险，还是有点担心的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552828368827096","isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}