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周小小88
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周小小88
周小小88
·
05-01
“印钞机们”绩后回调，超预期的大跌，完全能接受？
最近，存储板块突然成了美股最猛的方向之一，很多人原本以为硬盘、存储芯片这些东西早就是成熟行业——没什么科技含量、周期性又强，涨一阵就会掉下去。但这次财报后，市场才开始发现：AI 时代里，真正不够用的，可能不只是 GPU，还有“存东西的地方”。 先感受一下龙头们这次财报有多离谱，如果用一句话形容：以前大家觉得存储公司像卖白菜，现在突然发现，它们开始像卖黄金。
$闪迪(SNDK)$
，这一季的数据非常夸张： EPS: $23.41 vs $14.62 (+60% beat) 收入:$5.95Bvs $4.72B(大幅超预期) 下财季指引: EPS:$30~33 vs $23 预期(再超40%+) 收入Revenue:$8B vs $6.6B预期 什么概念？简单说：卖100块的产品，成本可能只有20多块，这已经不是普通制造业的利润水平了，更像软件公司。
$西部数据(WDC)$
另外做机械硬盘的西部数据也不差： EPS: $2.72 vs $2.39 (beat) 收入:+45%YoY($3.34B vs预期3.25B) 指引: EPS $3.1-$3.4 vs 预期 $2.73 收入:$3.55B -$3.75B vs 预期 $3.46B 毛利率:持续提升(50.5%>51~52%) 以前大家觉得机械硬盘（HDD）是落后技术，结果现在 AI 数据爆炸后，它居然重新成了核心基础设施。 为什么这轮行情和过去不一样？ 因为逻辑真的变了，客户开始提前抢货，微软、谷歌、亚马逊这些 AI 巨头，开始提前一年甚至两年锁订单、签长期供货协议、甚至提前打定金，为什么？因为 AI 数据中心一旦延期，损失极大。GPU 可以等吗？不能，存储也
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“印钞机们”绩后回调，超预期的大跌，完全能接受？
周小小88
周小小88
·
2025-10-22
$黄金/美元(XAUUSD.FOREX)$
终于跌了，都在等黄金大跌加仓，我也是，不过现在都还没跌到两周前的价格，大家觉得这次会调整到多少价位？
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周小小88
周小小88
·
2025-10-21
止损，亏一点就卖掉，后面肯定还有机会，如果是好股
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周小小88
周小小88
·
2025-10-01
亚马逊利好消息，但好像也没啥用
$亚马逊(AMZN)$
[汗颜]
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周小小88
周小小88
·
2025-08-21
幸好我当时没看到电脑上的sticker[冷漠]
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周小小88
周小小88
·
2025-08-05
普通人还是不要逆势去买吧？5月开始抛售，是市场觉得“巴菲特溢价”效应要没了，现在又加上业绩不好。UNH\NVO还没抄明白呢
$伯克希尔B(BRK.B)$
段永平现在接BRK，是觉得比买标普500的风险收益比更有吸引力，只想说谁钱多，谁说了算
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周小小88
周小小88
·
2025-07-22
木头姐加入Tom Lee的行列，旗下三大基金同步买入
$BitMine Immersion Technologies Inc.(BMNR)$
，约四百万股
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周小小88
周小小88
·
2025-07-17
八旬老人，又要操心鲍威尔，又要操心可乐加什么糖[呆住]
$标普500(.SPX)$
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周小小88
周小小88
·
2025-07-02
此图送给马斯克
$特斯拉(TSLA)$
，关键时候不要冲动，希望股价能突破360，不然就太丑了
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周小小88
周小小88
·
2025-04-21
我手里还有相关etf，以为今天要跌惨，没想到还涨得不错。只能说股民还是理智的hhh
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beat) 收入:$5.95Bvs $4.72B(大幅超预期) 下财季指引: EPS:$30~33 vs $23 预期(再超40%+) 收入Revenue:$8B vs $6.6B预期 什么概念？简单说：卖100块的产品，成本可能只有20多块，这已经不是普通制造业的利润水平了，更像软件公司。 <a href=\"https://laohu8.com/S/WDC\">$西部数据(WDC)$</a> 另外做机械硬盘的西部数据也不差： EPS: $2.72 vs $2.39 (beat) 收入:+45%YoY($3.34B vs预期3.25B) 指引: EPS $3.1-$3.4 vs 预期 $2.73 收入:$3.55B -$3.75B vs 预期 $3.46B 毛利率:持续提升(50.5%>51~52%) 以前大家觉得机械硬盘（HDD）是落后技术，结果现在 AI 数据爆炸后，它居然重新成了核心基础设施。 为什么这轮行情和过去不一样？ 因为逻辑真的变了，客户开始提前抢货，微软、谷歌、亚马逊这些 AI 巨头，开始提前一年甚至两年锁订单、签长期供货协议、甚至提前打定金，为什么？因为 AI 数据中心一旦延期，损失极大。GPU 可以等吗？不能，存储也","text":"最近，存储板块突然成了美股最猛的方向之一，很多人原本以为硬盘、存储芯片这些东西早就是成熟行业——没什么科技含量、周期性又强，涨一阵就会掉下去。但这次财报后，市场才开始发现：AI 时代里，真正不够用的，可能不只是 GPU，还有“存东西的地方”。 先感受一下龙头们这次财报有多离谱，如果用一句话形容：以前大家觉得存储公司像卖白菜，现在突然发现，它们开始像卖黄金。 $闪迪(SNDK)$ ，这一季的数据非常夸张： EPS: $23.41 vs $14.62 (+60% beat) 收入:$5.95Bvs $4.72B(大幅超预期) 下财季指引: EPS:$30~33 vs $23 预期(再超40%+) 收入Revenue:$8B vs $6.6B预期 什么概念？简单说：卖100块的产品，成本可能只有20多块，这已经不是普通制造业的利润水平了，更像软件公司。 $西部数据(WDC)$ 另外做机械硬盘的西部数据也不差： EPS: $2.72 vs $2.39 (beat) 收入:+45%YoY($3.34B vs预期3.25B) 指引: EPS $3.1-$3.4 vs 预期 $2.73 收入:$3.55B -$3.75B vs 预期 $3.46B 毛利率:持续提升(50.5%>51~52%) 以前大家觉得机械硬盘（HDD）是落后技术，结果现在 AI 数据爆炸后，它居然重新成了核心基础设施。 为什么这轮行情和过去不一样？ 因为逻辑真的变了，客户开始提前抢货，微软、谷歌、亚马逊这些 AI 巨头，开始提前一年甚至两年锁订单、签长期供货协议、甚至提前打定金，为什么？因为 AI 数据中心一旦延期，损失极大。GPU 可以等吗？不能，存储也","images":[{"img":"https://static.tigerbbs.com/844f2bae4f595ff899cb28ae760cd43b","width":"1080","height":"972"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559417360917352","isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000181","authorId":"9000000000000181","name":"FredLee","avatar":"https://static.tigerbbs.com/e99fa46248a48e24b4cd4bc93f544285","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000181","idStr":"9000000000000181"},"content":"财报确实亮眼，但回调幅度也比预期大不少。","text":"财报确实亮眼，但回调幅度也比预期大不少。","html":"财报确实亮眼，但回调幅度也比预期大不少。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":491911997845896,"gmtCreate":1761103793950,"gmtModify":1761103899882,"author":{"id":"3527667707446439","authorId":"3527667707446439","name":"周小小88","avatar":"https://static.tigerbbs.com/9996b98cf4d1d2eac25d1802ef0f6acc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667707446439","idStr":"3527667707446439"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$</a> 终于跌了，都在等黄金大跌加仓，我也是，不过现在都还没跌到两周前的价格，大家觉得这次会调整到多少价位？","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$</a> 终于跌了，都在等黄金大跌加仓，我也是，不过现在都还没跌到两周前的价格，大家觉得这次会调整到多少价位？","text":"$黄金/美元(XAUUSD.FOREX)$ 终于跌了，都在等黄金大跌加仓，我也是，不过现在都还没跌到两周前的价格，大家觉得这次会调整到多少价位？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491911997845896","isVote":2,"tweetType":1,"viewCount":2900,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5566,"gmtBegin":1761103899692,"gmtEnd":1761449433300,"type":1,"upper":2,"title":"这波黄金预估调整到多少，再继续走高？","choices":[{"id":18810,"sort":1,"name":"4000美元","userSize":43,"voted":false},{"id":18811,"sort":2,"name":"3900美元","userSize":41,"voted":false},{"id":18812,"sort":3,"name":"3500","userSize":22,"voted":false},{"id":18813,"sort":4,"name":"现在就买","userSize":23,"voted":false},{"id":18814,"sort":5,"name":"牛市终结","userSize":17,"voted":false}]},"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491680548962552,"gmtCreate":1761047214793,"gmtModify":1761047217479,"author":{"id":"3527667707446439","authorId":"3527667707446439","name":"周小小88","avatar":"https://static.tigerbbs.com/9996b98cf4d1d2eac25d1802ef0f6acc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667707446439","idStr":"3527667707446439"},"themes":[],"title":"","htmlText":"止损，亏一点就卖掉，后面肯定还有机会，如果是好股","listText":"止损，亏一点就卖掉，后面肯定还有机会，如果是好股","text":"止损，亏一点就卖掉，后面肯定还有机会，如果是好股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491680548962552","isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484519998394472,"gmtCreate":1759301229847,"gmtModify":1759301234616,"author":{"id":"3527667707446439","authorId":"3527667707446439","name":"周小小88","avatar":"https://static.tigerbbs.com/9996b98cf4d1d2eac25d1802ef0f6acc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667707446439","idStr":"3527667707446439"},"themes":[],"title":"","htmlText":"亚马逊利好消息，但好像也没啥用 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> [汗颜]","listText":"亚马逊利好消息，但好像也没啥用 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> [汗颜]","text":"亚马逊利好消息，但好像也没啥用 $亚马逊(AMZN)$ 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