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a53b092
a53b092
·
01:14
$A博时港元(03152)$
一天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个
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a53b092
a53b092
·
01:11
价格疯涨 需求疯涨 这是泡沫形成的条件 而到2030年的所谓承诺 也是泡沫特征 泡沫的条件已形式 就看什么事件把他戳破
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a53b092
a53b092
·
01:00
上涨5%—10% 2周前价格还上过110，已经回了很多 所以是有这个上涨空间 但我会趁机获利了结 别人贪婪我恐惧 当大家一致看好时 就是出货之时
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a53b092
a53b092
·
10-28 08:54
这么大型的股票上市 肯定是短期看好的 但是炒作后就会回归现实 看业绩看预期
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a53b092
a53b092
·
10-28 08:53
$A博时港元(03152)$
继续每日持有这只 稳定赚息 风险极低 也可以直接买入港元货币基金 不会因为股市波动而担心 每天也不用整天看上落 因为这只是稳稳上升的 虽然只是和定存差不多 但可以随时赎回 不会被锁死 弹性非常好
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a53b092
a53b092
·
10-27 19:09
② 算力成本与经营现金流能否改善 这是我最关注的一环 业绩即使再好 现金流不足永远是一家企业的致命伤 没有现金流导致资不抵债 那家公司就很容易被投资者抛弃
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a53b092
a53b092
·
10-27 16:21
我认为
$闪迪(SNDK)$
会较好 有多年期合约在手 自然收入更稳定 防御性会更强
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a53b092
a53b092
·
10-27 16:16
D. 下跌5%—10% 在高速的AI发展与竞争推动下 即使财报超预期 但大幅增加的烧钱无可避免 这种故事并不好去说服投资者相信会在高投资下必有高盈利 反而竞争越大 价格就会下跌 收入减少 盈利也会减少 投资也会减少 是一个恶性循环
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a53b092
a53b092
·
10-27 02:56
$A博时港元(03152)$
每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个 [开心]
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a53b092
a53b092
·
10-27 02:51
当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择
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只是有现金券才买这个","images":[{"img":"https://community-static.tradeup.com/news/df01f7b13b0f618f0bd71e436c6f1276","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623341247164912","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":623340628378160,"gmtCreate":1793207495378,"gmtModify":1793208116674,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"价格疯涨 需求疯涨 这是泡沫形成的条件 而到2030年的所谓承诺 也是泡沫特征 泡沫的条件已形式 就看什么事件把他戳破","listText":"价格疯涨 需求疯涨 这是泡沫形成的条件 而到2030年的所谓承诺 也是泡沫特征 泡沫的条件已形式 就看什么事件把他戳破","text":"价格疯涨 需求疯涨 这是泡沫形成的条件 而到2030年的所谓承诺 也是泡沫特征 泡沫的条件已形式 就看什么事件把他戳破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623340628378160","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623337866347344,"gmtCreate":1793206836568,"gmtModify":1793206842891,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"上涨5%—10% 2周前价格还上过110，已经回了很多 所以是有这个上涨空间 但我会趁机获利了结 别人贪婪我恐惧 当大家一致看好时 就是出货之时","listText":"上涨5%—10% 2周前价格还上过110，已经回了很多 所以是有这个上涨空间 但我会趁机获利了结 别人贪婪我恐惧 当大家一致看好时 就是出货之时","text":"上涨5%—10% 2周前价格还上过110，已经回了很多 所以是有这个上涨空间 但我会趁机获利了结 别人贪婪我恐惧 当大家一致看好时 就是出货之时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623337866347344","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623100555654056,"gmtCreate":1793148881657,"gmtModify":1793148887801,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"这么大型的股票上市 肯定是短期看好的 但是炒作后就会回归现实 看业绩看预期","listText":"这么大型的股票上市 肯定是短期看好的 但是炒作后就会回归现实 看业绩看预期","text":"这么大型的股票上市 肯定是短期看好的 但是炒作后就会回归现实 看业绩看预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623100555654056","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623100579590176,"gmtCreate":1793148790395,"gmtModify":1793151985373,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 继续每日持有这只 稳定赚息 风险极低 也可以直接买入港元货币基金 不会因为股市波动而担心 每天也不用整天看上落 因为这只是稳稳上升的 虽然只是和定存差不多 但可以随时赎回 不会被锁死 弹性非常好 ","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 继续每日持有这只 稳定赚息 风险极低 也可以直接买入港元货币基金 不会因为股市波动而担心 每天也不用整天看上落 因为这只是稳稳上升的 虽然只是和定存差不多 但可以随时赎回 不会被锁死 弹性非常好 ","text":"$A博时港元(03152)$ 继续每日持有这只 稳定赚息 风险极低 也可以直接买入港元货币基金 不会因为股市波动而担心 每天也不用整天看上落 因为这只是稳稳上升的 虽然只是和定存差不多 但可以随时赎回 不会被锁死 弹性非常好","images":[{"img":"https://community-static.tradeup.com/news/c26f6cd062ced90f1a47c09920413d4f","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623100579590176","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622898118099368,"gmtCreate":1793099363672,"gmtModify":1793099369080,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"② 算力成本与经营现金流能否改善 这是我最关注的一环 业绩即使再好 现金流不足永远是一家企业的致命伤 没有现金流导致资不抵债 那家公司就很容易被投资者抛弃","listText":"② 算力成本与经营现金流能否改善 这是我最关注的一环 业绩即使再好 现金流不足永远是一家企业的致命伤 没有现金流导致资不抵债 那家公司就很容易被投资者抛弃","text":"② 算力成本与经营现金流能否改善 这是我最关注的一环 业绩即使再好 现金流不足永远是一家企业的致命伤 没有现金流导致资不抵债 那家公司就很容易被投资者抛弃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622898118099368","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622856503636160,"gmtCreate":1793089297806,"gmtModify":1793089303578,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"我认为<a href=\"https://ttm.financial/S/SNDK\"> $闪迪(SNDK)$ </a>会较好 有多年期合约在手 自然收入更稳定 防御性会更强","listText":"我认为<a href=\"https://ttm.financial/S/SNDK\"> $闪迪(SNDK)$ </a>会较好 有多年期合约在手 自然收入更稳定 防御性会更强","text":"我认为 $闪迪(SNDK)$ 会较好 有多年期合约在手 自然收入更稳定 防御性会更强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622856503636160","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622855742709904,"gmtCreate":1793089016344,"gmtModify":1793089023209,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"D. 下跌5%—10% 在高速的AI发展与竞争推动下 即使财报超预期 但大幅增加的烧钱无可避免 这种故事并不好去说服投资者相信会在高投资下必有高盈利 反而竞争越大 价格就会下跌 收入减少 盈利也会减少 投资也会减少 是一个恶性循环","listText":"D. 下跌5%—10% 在高速的AI发展与竞争推动下 即使财报超预期 但大幅增加的烧钱无可避免 这种故事并不好去说服投资者相信会在高投资下必有高盈利 反而竞争越大 价格就会下跌 收入减少 盈利也会减少 投资也会减少 是一个恶性循环","text":"D. 下跌5%—10% 在高速的AI发展与竞争推动下 即使财报超预期 但大幅增加的烧钱无可避免 这种故事并不好去说服投资者相信会在高投资下必有高盈利 反而竞争越大 价格就会下跌 收入减少 盈利也会减少 投资也会减少 是一个恶性循环","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622855742709904","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622658922533120,"gmtCreate":1793040965329,"gmtModify":1793040971259,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个 [开心] ","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个 [开心] ","text":"$A博时港元(03152)$ 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 要有免佣或现金券才买 才是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个 [开心]","images":[{"img":"https://community-static.tradeup.com/news/6a03850226adf19073390e2e4bbc05d4","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622658922533120","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622657883898232,"gmtCreate":1793040712386,"gmtModify":1793040718034,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","listText":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","text":"当大家都盲目看好 盲目乐观估值时 都是一个泡沫 所以AI此类4倍却是最便宜的说法是混淆视听 便宜的泡沫也是泡沫 风险极高而随时爆破 是不可触踫的 继续空仓是最好的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622657883898232","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}