社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
冬天的月亮
IP属地：河北
+关注
帖子 · 270
帖子 · 270
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
冬天的月亮
冬天的月亮
·
05-16
长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全
看
275
回复
1
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-16
紧盯特朗普，他利于化石能源，但中美气候合作利好新能源。布局电池龙头。
看
285
回复
1
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-16
这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调
看
325
回复
1
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-16
这波增长非常炸裂，又有OpenAI和AWS站台。虽然目前溢价较高，但稀缺的AI算力标的值得长期关注，我打算小仓位试水看看。
看
1,277
回复
1
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-16
科技优先，美股的立世之本。特股神，也是靠谱呀
看
298
回复
1
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-12
英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的
看
677
回复
1
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-09
谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的
看
658
回复
评论
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-09
光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的
看
767
回复
评论
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-09
光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的
看
491
回复
1
点赞
1
编组 21备份 2
分享
举报
冬天的月亮
冬天的月亮
·
05-09
图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。
看
820
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4105098796277020","uuid":"4105098796277020","gmtCreate":1641995728231,"gmtModify":1670720906693,"name":"冬天的月亮","pinyin":"dtdyldongtiandeyueliang","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":18,"headSize":10,"tweetSize":270,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"河北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":564833695298736,"gmtCreate":1778933178217,"gmtModify":1778933181094,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全","listText":"长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全","text":"长期来看半导体，会继续高速发展，但短线出现明显加速， 短线风险加剧，在场的投资者可以继续持有，没有入局的，要等回调后再入场更安全","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564833695298736","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000482","authorId":"9000000000000482","name":"Meroy","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000482","idStr":"9000000000000482"},"content":"这波加速确实猛，我也拿着，等得来回调吗","text":"这波加速确实猛，我也拿着，等得来回调吗","html":"这波加速确实猛，我也拿着，等得来回调吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564833300649672,"gmtCreate":1778933143061,"gmtModify":1778935177547,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"紧盯特朗普，他利于化石能源，但中美气候合作利好新能源。布局电池龙头。","listText":"紧盯特朗普，他利于化石能源，但中美气候合作利好新能源。布局电池龙头。","text":"紧盯特朗普，他利于化石能源，但中美气候合作利好新能源。布局电池龙头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564833300649672","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000203","authorId":"9000000000000203","name":"MichaelPerez","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000203","idStr":"9000000000000203"},"content":"新能源这条线我也盯着 电池真是主线吗","text":"新能源这条线我也盯着 电池真是主线吗","html":"新能源这条线我也盯着 电池真是主线吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564833068890272,"gmtCreate":1778933091688,"gmtModify":1778935177661,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调","listText":"这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调","text":"这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564833068890272","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000190","authorId":"9000000000000190","name":"JoshuaAlexander","avatar":"https://static.tigerbbs.com/4251b0865bcc1b377ea2bcfe346610fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000190","idStr":"9000000000000190"},"content":"半导体这波确实有点加速了，我也偏看多长期，但短线追高有点慌，等回踩会更舒服。","text":"半导体这波确实有点加速了，我也偏看多长期，但短线追高有点慌，等回踩会更舒服。","html":"半导体这波确实有点加速了，我也偏看多长期，但短线追高有点慌，等回踩会更舒服。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564833176409528,"gmtCreate":1778933063627,"gmtModify":1778933066714,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"这波增长非常炸裂，又有OpenAI和AWS站台。虽然目前溢价较高，但稀缺的AI算力标的值得长期关注，我打算小仓位试水看看。","listText":"这波增长非常炸裂，又有OpenAI和AWS站台。虽然目前溢价较高，但稀缺的AI算力标的值得长期关注，我打算小仓位试水看看。","text":"这波增长非常炸裂，又有OpenAI和AWS站台。虽然目前溢价较高，但稀缺的AI算力标的值得长期关注，我打算小仓位试水看看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564833176409528","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000636","authorId":"9000000000000636","name":"DaveLewis","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000636","idStr":"9000000000000636"},"content":"我也拿着英伟达 这溢价你真敢试水啊","text":"我也拿着英伟达 这溢价你真敢试水啊","html":"我也拿着英伟达 这溢价你真敢试水啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564832774752472,"gmtCreate":1778933021449,"gmtModify":1778933024042,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"科技优先，美股的立世之本。特股神，也是靠谱呀","listText":"科技优先，美股的立世之本。特股神，也是靠谱呀","text":"科技优先，美股的立世之本。特股神，也是靠谱呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564832774752472","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000627","authorId":"9000000000000627","name":"DominicBeck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000627","idStr":"9000000000000627"},"content":"科技这条线我也一直拿着，关键看谁能真正把增长变成利润。","text":"科技这条线我也一直拿着，关键看谁能真正把增长变成利润。","html":"科技这条线我也一直拿着，关键看谁能真正把增长变成利润。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563221560848792,"gmtCreate":1778533914378,"gmtModify":1778533917698,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","listText":"英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","text":"英伟达和美光公司比较，个人更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563221560848792","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000466","authorId":"9000000000000466","name":"MR吴的号","avatar":"https://static.tigerbbs.com/ae26338aed0e69d4fa3ec36c847df62c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000466","idStr":"9000000000000466"},"content":"英伟达这体量确实难再翻倍，你更看存储周期？","text":"英伟达这体量确实难再翻倍，你更看存储周期？","html":"英伟达这体量确实难再翻倍，你更看存储周期？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562163309991552,"gmtCreate":1778278657712,"gmtModify":1778278660370,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","listText":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","text":"谷歌投了这么多，其实投母公司谷歌最省事。谷歌如何变现，回报是数倍，也是利好谷歌。不过这里面第二和第四，值得找找相关标的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562163309991552","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562163201017528,"gmtCreate":1778278636939,"gmtModify":1778278639067,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的","listText":"光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的","text":"光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562163201017528","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562163331257240,"gmtCreate":1778278606398,"gmtModify":1778278609160,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的","listText":"光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的","text":"光模块已经是几十倍涨幅了，这会对于业绩的增长预期有更好要求。需要保持谨慎，股票永远是看未来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562163331257240","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000338","authorId":"9000000000000338","name":"YvonneWoolf","avatar":"https://static.tigerbbs.com/be015f9aa1d84cbba8139cf87b94e09c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000338","idStr":"9000000000000338"},"content":"几十倍后确实难啊，你看兑现期扛得住吗","text":"几十倍后确实难啊，你看兑现期扛得住吗","html":"几十倍后确实难啊，你看兑现期扛得住吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562163237978840,"gmtCreate":1778278581610,"gmtModify":1778278584016,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105098796277020","idStr":"4105098796277020"},"themes":[],"title":"","htmlText":"图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。","listText":"图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。","text":"图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562163237978840","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}