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冬天的月亮
冬天的月亮
·
05-02 09:22
半导体板块的投资策略正经历从“追逐涨幅”向“平衡估值”的微妙转变。目前的资金流向显示，投资者虽然仍在积极交易热门股，但对“便宜”和“贵”的定义已不再单纯看股价，而是看预期差。
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冬天的月亮
冬天的月亮
·
05-02 09:22
如果公司有明确的 AI 订单和自由现金流支撑。Nvidia 虽然绝对价格高，但因其 2750 亿美元的在手订单（Backlog）被视为“便宜”
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冬天的月亮
冬天的月亮
·
05-02 09:22
特斯拉的估值是对马斯克的信仰，属于风投。Palantir属于无法确定未来的方向，目前的市场给不了。短期都不太容易判断，长期都需要业绩验证… 不去危险的地方等
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冬天的月亮
冬天的月亮
·
05-02 09:22
新高过后加仓不宜，持有或者等跌下来后加仓。追高除非是绝对的底部反转，走出右侧加➕
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132
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冬天的月亮
冬天的月亮
·
05-02 09:21
新高过后加仓不宜，持有或者等跌下来后加仓。追高除非是绝对的底部反转，走出右侧加➕
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108
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冬天的月亮
冬天的月亮
·
05-02 09:21
OpenAI 未能达到每周活跃用户和营收的内部预期。CFO Sarah Friar 对数据中心开支表示担忧，担心营收增长不足以支付未来的算力合同。有报道称高通将与 OpenAI 合作开发 AI 手机芯片，计划于 2028 年量产，推动了高通股价上涨。
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24
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编组 21备份 2
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冬天的月亮
冬天的月亮
·
05-02 09:21
ai是这一轮牛市的主线，不要轻言放弃。继续看好，持有不动，不要被洗下车。ai的基建，我们叫做新基建，也是投入阶段，看好
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125
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冬天的月亮
冬天的月亮
·
05-02 09:21
可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油
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150
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冬天的月亮
冬天的月亮
·
05-02 09:20
从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事
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187
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冬天的月亮
冬天的月亮
·
05-02 09:20
五月份纳斯达克指数及美股大概率还会高歌猛进，因为经过中东战争这个大的黑天鹅被打下来的美股，刚长了一个月，远远没有到见顶的时候，上轮调整是月线级别的调整调整时间比较长，比较充分，因此接下来5月6月个人比较乐观
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100
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未能达到每周活跃用户和营收的内部预期。CFO Sarah Friar 对数据中心开支表示担忧，担心营收增长不足以支付未来的算力合同。有报道称高通将与 OpenAI 合作开发 AI 手机芯片，计划于 2028 年量产，推动了高通股价上涨。","listText":"OpenAI 未能达到每周活跃用户和营收的内部预期。CFO Sarah Friar 对数据中心开支表示担忧，担心营收增长不足以支付未来的算力合同。有报道称高通将与 OpenAI 合作开发 AI 手机芯片，计划于 2028 年量产，推动了高通股价上涨。","text":"OpenAI 未能达到每周活跃用户和营收的内部预期。CFO Sarah Friar 对数据中心开支表示担忧，担心营收增长不足以支付未来的算力合同。有报道称高通将与 OpenAI 合作开发 AI 手机芯片，计划于 2028 年量产，推动了高通股价上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559731179034752","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559731096772896,"gmtCreate":1777684881981,"gmtModify":1777684884277,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105098796277020","authorIdStr":"4105098796277020"},"themes":[],"title":"","htmlText":"ai是这一轮牛市的主线，不要轻言放弃。继续看好，持有不动，不要被洗下车。ai的基建，我们叫做新基建，也是投入阶段，看好","listText":"ai是这一轮牛市的主线，不要轻言放弃。继续看好，持有不动，不要被洗下车。ai的基建，我们叫做新基建，也是投入阶段，看好","text":"ai是这一轮牛市的主线，不要轻言放弃。继续看好，持有不动，不要被洗下车。ai的基建，我们叫做新基建，也是投入阶段，看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559731096772896","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559731376804032,"gmtCreate":1777684860621,"gmtModify":1777684862998,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105098796277020","authorIdStr":"4105098796277020"},"themes":[],"title":"","htmlText":"可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油","listText":"可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油","text":"可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559731376804032","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559730967381728,"gmtCreate":1777684833406,"gmtModify":1777684836152,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105098796277020","authorIdStr":"4105098796277020"},"themes":[],"title":"","htmlText":"从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事","listText":"从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事","text":"从纳斯达克月线技术形态上看，2025年十一月份到2026年三月份，纳斯达克指数经过了近五六个月的下跌调整，四月份刚刚上涨了一个月，因此近期难有大的调整，接下来美股将继续维持慢牛走势是大概率的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559730967381728","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559731152827856,"gmtCreate":1777684825065,"gmtModify":1777684827825,"author":{"id":"4105098796277020","authorId":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105098796277020","authorIdStr":"4105098796277020"},"themes":[],"title":"","htmlText":"五月份纳斯达克指数及美股大概率还会高歌猛进，因为经过中东战争这个大的黑天鹅被打下来的美股，刚长了一个月，远远没有到见顶的时候，上轮调整是月线级别的调整调整时间比较长，比较充分，因此接下来5月6月个人比较乐观","listText":"五月份纳斯达克指数及美股大概率还会高歌猛进，因为经过中东战争这个大的黑天鹅被打下来的美股，刚长了一个月，远远没有到见顶的时候，上轮调整是月线级别的调整调整时间比较长，比较充分，因此接下来5月6月个人比较乐观","text":"五月份纳斯达克指数及美股大概率还会高歌猛进，因为经过中东战争这个大的黑天鹅被打下来的美股，刚长了一个月，远远没有到见顶的时候，上轮调整是月线级别的调整调整时间比较长，比较充分，因此接下来5月6月个人比较乐观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559731152827856","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}