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Alan聊特斯拉
坐标：西雅图 座驾：Model Y 坐拥：TESLA
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Alan聊特斯拉
Alan聊特斯拉
·
15:13
美联储宣布“不加息”，美股为何反而暴跌1153点？揭开债市接管定价权的残酷真相
今天美联储宣布不加息，道指的回答是暴跌1153点，标普和QQQ分别跌了1.5%和2%，是5个月来最惨的一天。怕加息的时候市场跌，靴子落地了，确认不加息了，跌的反而更凶了，不管是芯片股、银行、可乐都一起往下走，有一种泥沙俱下的感觉。
$道琼斯(.DJI)$
$纳斯达克(.IXIC)$
$标普500(.SPX)$
盘后
$微软(MSFT)$
财报超预期，大涨8.88%,
$Meta Platforms, Inc.(META)$
同样超预期，却大跌7.45%. 债市飙到了19年最高的曲线，跟你的房贷和401K 有什么关系？
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1,077
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1
编组 21备份 2
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美联储宣布“不加息”，美股为何反而暴跌1153点？揭开债市接管定价权的残酷真相
Alan聊特斯拉
Alan聊特斯拉
·
07-24
【视频】谷歌赚疯了，特斯拉创新高，华尔街为什么一起砸？
特斯拉和谷歌同时交了这季度的财报，华尔街最想知道2个问题，谷歌每股收益9.11，超出华尔街预期215%，这份财报换回来谷歌盘后大跌，特斯拉更惨 大家好奇2个问题：1 AI叙事是不是到头了，
$谷歌(GOOG)$
用一份最漂亮的财报回答；2
$特斯拉(TSLA)$
和
$SpaceX(SPCX)$
到底会不会合并。老马在财报会议上，公开感谢一家内存厂商，感谢人家分给他货…
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【视频】谷歌赚疯了，特斯拉创新高，华尔街为什么一起砸？
Alan聊特斯拉
Alan聊特斯拉
·
07-09
【视频】别被标普500骗了：42%个股已暴跌进深渊！SK海力士要来了
海力士启动赴美上市，代码是
$SK海力士(SKHY)$
，今天首尔收盘价定价，明天纳斯达克挂牌，参考价是166美元/份，融资来的钱回韩国建2个新厂买设备，包括荷兰的顶级光刻机。美国散户套的钱变成了韩国的厂房，生产卖给美国ai公司的芯片。需求端，路演三天，机构下单好几倍于发行量，约几千家机构认购意向70亿美元。
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1.55万
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5
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【视频】别被标普500骗了：42%个股已暴跌进深渊！SK海力士要来了
Alan聊特斯拉
Alan聊特斯拉
·
07-06
AI的最强推手，成了最大的空头：Meta与Palantir联手绞杀“卖铲人”
Palantir CEO 参加CNBC节目直播里，骂了整个AI行业20分钟，当天
$Palantir Technologies Inc.(PLTR)$
股价大涨9%。同一个早上Meta被爆要把多余的AI算力往外出租，全世界买算力最多的公司亲口承认自己好像买多了。一个骂AI卖的太贵，一个说AI 买的太多，两个开炮的人股价都涨了，建房子的做基建的股价都跌了，今天这个视频我们就从头到尾给大家讲清楚。
$Meta Platforms, Inc.(META)$
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5
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AI的最强推手，成了最大的空头：Meta与Palantir联手绞杀“卖铲人”
Alan聊特斯拉
Alan聊特斯拉
·
06-29
单季利润逼平英伟达，为何估值垫底？美光财报撕开AI底牌：科技七姐妹正在被“吸血”
2天前市场集体减仓，怕美光这份财报利好出尽，毕竟过去8次财报6次都是炸裂的，估计照样跌，结果美光财报后大涨15%，带动韩国股市大涨，一份内存股财报把ai泡沫引发的全球抛售从悬崖边拉回来，但另一方面第二天苹果宣布涨价，大跌6%。这期视频就带大家看看美光财报。
$美光科技(MU)$
$苹果(AAPL)$
看
1.82万
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1
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9
编组 21备份 2
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单季利润逼平英伟达，为何估值垫底？美光财报撕开AI底牌：科技七姐妹正在被“吸血”
Alan聊特斯拉
Alan聊特斯拉
·
06-08
SpaceX 史上最大 IPO 来了：是上车的机会，还是高位的陷阱？6/12之前必看
IPO历史数据，两成新股上市翻倍，九成新股跌破它上市第一天最低价，这段话的意思不是说新股不能赚钱，毕竟有2成翻倍，但绝大多数新股经历过一段跌破上市首日的难受日子。 很多人把目前聚集在6月12日当天，开盘涨多少，第一天涨没涨，但真正决定一家公司后续走势的往往不是上市那一天本身，也不是这家公司好不好，而是它落在整个市场周期的哪个位置，市场热的时候，钱多故事响，什么新股看着都顺眼，等热度退了，才分清楚哪些是真本事
$Space Exploration Technologies Corp(SPCX)$
$特斯拉(TSLA)$
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10
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SpaceX 史上最大 IPO 来了：是上车的机会，还是高位的陷阱？6/12之前必看
Alan聊特斯拉
Alan聊特斯拉
·
04-24
14比4残暴碾压！GPT-5.5惊天突袭，直接把Claude按在地上摩擦！盘后狂飙15%，英特尔起死回生
英特尔起死回生？盘后财报大超预期，亮眼财报背后到底有哪些值得关注？
$英特尔(INTC)$
免责声明：视频内容仅代表个人观点，不构成任何投资建议。投资有风险，决策需谨慎。
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3
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14比4残暴碾压！GPT-5.5惊天突袭，直接把Claude按在地上摩擦！盘后狂飙15%，英特尔起死回生
Alan聊特斯拉
Alan聊特斯拉
·
04-23
【视频】老车主全被坑了？财报马斯克亲口承认：这几百万辆特斯拉根本跑不了全自动驾驶！
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1.62万
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2
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6
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【视频】老车主全被坑了？财报马斯克亲口承认：这几百万辆特斯拉根本跑不了全自动驾驶！
Alan聊特斯拉
Alan聊特斯拉
·
02-26
英伟达狂赚680亿，M7集体上演“卖事实”：谁在黎明前撤退
$英伟达(NVDA)$
刚刚发了财报，680亿美元营收比预期多20亿，净利润430亿，1个季度赚的比奈飞一整年营收都多。第一季度指引780亿，高于华尔街预期的726亿美元。M7财报全部超预期，股价全部不买账，这几家公司今年要花7000亿美元支出在ai方面，钱花了，成绩出来了，但市场不给面子。老黄在电话会上说了5遍算力就是营收，但是华尔街让他证明出来。 今天这期视频带大家看三件事，这次财报到底有多强？全年碾压为啥涨不动？老黄说2030 年全球要花3-4万亿美元建ai工厂，这张饼你该信几分？
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英伟达狂赚680亿，M7集体上演“卖事实”：谁在黎明前撤退
Alan聊特斯拉
Alan聊特斯拉
·
2025-01-31
特斯拉第四季度财报体检报告，2025年打基础， 27 28 起飞！
我认为特斯拉股价2025年是有机会到6开头的，但我觉得老马在降低大家的预期，老马说27 28年会无比辉煌，2026年要继续向上，那么2025年是不是要夯实基础了。
$特斯拉(TSLA)$
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2.48万
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20
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特斯拉第四季度财报体检报告，2025年打基础， 27 28 起飞！
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头一次刷到","text":"Alan还在老虎发呀 头一次刷到","html":"Alan还在老虎发呀 头一次刷到"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536836925366304,"gmtCreate":1772083951836,"gmtModify":1772084022304,"author":{"id":"3569899433800417","authorId":"3569899433800417","name":"Alan聊特斯拉","avatar":"https://static.tigerbbs.com/e551c513d687d0c7013cce40c61bdb7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569899433800417","authorIdStr":"3569899433800417"},"themes":[],"title":"英伟达狂赚680亿，M7集体上演“卖事实”：谁在黎明前撤退","htmlText":"\n \n \n <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 刚刚发了财报，680亿美元营收比预期多20亿，净利润430亿，1个季度赚的比奈飞一整年营收都多。第一季度指引780亿，高于华尔街预期的726亿美元。M7财报全部超预期，股价全部不买账，这几家公司今年要花7000亿美元支出在ai方面，钱花了，成绩出来了，但市场不给面子。老黄在电话会上说了5遍算力就是营收，但是华尔街让他证明出来。 今天这期视频带大家看三件事，这次财报到底有多强？全年碾压为啥涨不动？老黄说2030 年全球要花3-4万亿美元建ai工厂，这张饼你该信几分？\n \n","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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年全球要花3-4万亿美元建ai工厂，这张饼你该信几分？","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/536836925366304","isVote":1,"tweetType":2,"object":{"id":"3f09f500cb494cbb970d4ac1df2ef7ee","tweetId":"536836925366304","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/360c28b75145403717151876010/nf7kq6Jobs8A.mp4","poster":"https://static.tigerbbs.com/b08ca462495ceb593d2577d91ea78375"},"viewCount":8650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000431","authorId":"9000000000000431","name":"PandoraHaggai","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000431","authorIdStr":"9000000000000431"},"content":"这张饼信三分就好，别太当真！","text":"这张饼信三分就好，别太当真！","html":"这张饼信三分就好，别太当真！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398565279383600,"gmtCreate":1738330884720,"gmtModify":1738330894984,"author":{"id":"3569899433800417","authorId":"3569899433800417","name":"Alan聊特斯拉","avatar":"https://static.tigerbbs.com/e551c513d687d0c7013cce40c61bdb7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569899433800417","authorIdStr":"3569899433800417"},"themes":[],"title":"特斯拉第四季度财报体检报告，2025年打基础， 27 28 起飞！","htmlText":"\n \n \n 我认为特斯拉股价2025年是有机会到6开头的，但我觉得老马在降低大家的预期，老马说27 28年会无比辉煌，2026年要继续向上，那么2025年是不是要夯实基础了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"我认为特斯拉股价2025年是有机会到6开头的，但我觉得老马在降低大家的预期，老马说27 28年会无比辉煌，2026年要继续向上，那么2025年是不是要夯实基础了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"我认为特斯拉股价2025年是有机会到6开头的，但我觉得老马在降低大家的预期，老马说27 28年会无比辉煌，2026年要继续向上，那么2025年是不是要夯实基础了。 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