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梦想快实现
梦想快实现
·
02-07
我觉得不能随便抄底，要看AI原生转型与数据壁垒。抄底要选择：①已完成AI原生重构（非仅加聊天框），有可量化ROI数据；②拥有垂直行业数据壁垒，形成知识图谱；③客户留存率>85%、净收入留存率>100%，现金流稳健；④AI相关收入占比>20%且增速>50%。
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梦想快实现
梦想快实现
·
02-07
这个时候判断有点难，新人上台后，看他的政策才能大概知道方向。目前是模糊状态，留着弹药缓步加仓，越跌越加
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128
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1
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梦想快实现
梦想快实现
·
02-07
这几天的情绪释放是暴风骤雨，2月份估计会暖阳回春。多点信心
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204
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梦想快实现
梦想快实现
·
02-07
我倾向选择ETF（XOVR）+关联上市标的（SATS/TSLA）组合，稳健与弹性兼顾。
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梦想快实现
梦想快实现
·
02-07
不用担心，港股不能一直涨，去年上半年涨了那么多，跌一跌很正常。所以大家应该积累好财富，在低点买入等待机会才是正道
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191
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梦想快实现
梦想快实现
·
02-07
先将100名人犯编号为1到100，然后宣布一条规则：我会数有多少人试图逃跑，假如逃跑的人数是n，那么我就射击这些逃跑者中编号第n大的那个人。 这样从100号、99号…直到1号都没有人敢逃跑了。
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1
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梦想快实现
梦想快实现
·
01-31
还是存储，美光目前要更好一点
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梦想快实现
梦想快实现
·
01-31
有道理，各类资产都是不停轮动的。这个涨完那个涨，总有一天轮到币，只是不知道是要等多久。
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451
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1
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梦想快实现
梦想快实现
·
01-31
这一次不仅仅是“反弹”，更是一次“供需重构”带来的价值重估，我会考虑进场，但会更加聚焦“有业绩支撑”的核心标的。
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389
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梦想快实现
梦想快实现
·
01-31
最看好苹果，微软中性偏多，谷歌平稳，Meta分歧大，特斯拉偏空；策略以分批建仓+期权对冲+纪律止损为主，严控仓位。
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这样从100号、99号…直到1号都没有人敢逃跑了。","listText":"先将100名人犯编号为1到100，然后宣布一条规则：我会数有多少人试图逃跑，假如逃跑的人数是n，那么我就射击这些逃跑者中编号第n大的那个人。 这样从100号、99号…直到1号都没有人敢逃跑了。","text":"先将100名人犯编号为1到100，然后宣布一条规则：我会数有多少人试图逃跑，假如逃跑的人数是n，那么我就射击这些逃跑者中编号第n大的那个人。 这样从100号、99号…直到1号都没有人敢逃跑了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/530006992736544","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000698","authorId":"9000000000000698","name":"AugustineMac-","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000698","authorIdStr":"9000000000000698"},"content":"这策略用在股市，没人敢乱割肉！","text":"这策略用在股市，没人敢乱割肉！","html":"这策略用在股市，没人敢乱割肉！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527539658208984,"gmtCreate":1769814834991,"gmtModify":1769814837523,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143339876812550","authorIdStr":"4143339876812550"},"themes":[],"htmlText":"还是存储，美光目前要更好一点","listText":"还是存储，美光目前要更好一点","text":"还是存储，美光目前要更好一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527539658208984","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527539593115152,"gmtCreate":1769814817533,"gmtModify":1769814819837,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143339876812550","authorIdStr":"4143339876812550"},"themes":[],"htmlText":"有道理，各类资产都是不停轮动的。这个涨完那个涨，总有一天轮到币，只是不知道是要等多久。","listText":"有道理，各类资产都是不停轮动的。这个涨完那个涨，总有一天轮到币，只是不知道是要等多久。","text":"有道理，各类资产都是不停轮动的。这个涨完那个涨，总有一天轮到币，只是不知道是要等多久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/527539593115152","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000421","authorId":"9000000000000421","name":"PhoenixWhitman","avatar":"https://static.tigerbbs.com/37be0080dc856be806ee57c561c89e79","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000421","authorIdStr":"9000000000000421"},"content":"轮动周期磨死人，币圈等得心焦！","text":"轮动周期磨死人，币圈等得心焦！","html":"轮动周期磨死人，币圈等得心焦！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527539542356320,"gmtCreate":1769814796694,"gmtModify":1769814799349,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143339876812550","authorIdStr":"4143339876812550"},"themes":[],"htmlText":"这一次不仅仅是“反弹”，更是一次“供需重构”带来的价值重估，我会考虑进场，但会更加聚焦“有业绩支撑”的核心标的。","listText":"这一次不仅仅是“反弹”，更是一次“供需重构”带来的价值重估，我会考虑进场，但会更加聚焦“有业绩支撑”的核心标的。","text":"这一次不仅仅是“反弹”，更是一次“供需重构”带来的价值重估，我会考虑进场，但会更加聚焦“有业绩支撑”的核心标的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527539542356320","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527539334411304,"gmtCreate":1769814781250,"gmtModify":1769827096266,"author":{"id":"4143339876812550","authorId":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143339876812550","authorIdStr":"4143339876812550"},"themes":[],"htmlText":"最看好苹果，微软中性偏多，谷歌平稳，Meta分歧大，特斯拉偏空；策略以分批建仓+期权对冲+纪律止损为主，严控仓位。","listText":"最看好苹果，微软中性偏多，谷歌平稳，Meta分歧大，特斯拉偏空；策略以分批建仓+期权对冲+纪律止损为主，严控仓位。","text":"最看好苹果，微软中性偏多，谷歌平稳，Meta分歧大，特斯拉偏空；策略以分批建仓+期权对冲+纪律止损为主，严控仓位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/527539334411304","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000427","authorId":"9000000000000427","name":"PenelopeHood","avatar":"https://static.tigerbbs.com/5db4d62c071dcb2907bb17a6acb6ce29","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000427","authorIdStr":"9000000000000427"},"content":"苹果确实强，分批建仓稳当！","text":"苹果确实强，分批建仓稳当！","html":"苹果确实强，分批建仓稳当！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}