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7662ef13
7662ef13
·
06-29
Burry 的操作细节：根据最新披露，Burry 已平掉所持 Palantir 一半的空头头寸，同时买入微软 2028年12月到期的长期看涨期权。他认为微软跌至350美元是买入好时机
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7662ef13
7662ef13
·
06-22
谷歌A重挫逾5%！谷歌DeepMind的高级研究科学家John Jumper上周五宣布离开，转投Anthropic。
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7662ef13
7662ef13
·
06-09
巴菲特信已全面亮起红灯 ： - 现金占比信号：伯克希尔现金及国债占总资产比例超过50%的历史极端水平，前四次出现时（1969年、1987年、2000年、2007年）均精准预示了美股的后续崩盘 - 巴菲特指标：当前美股总市值与美国GDP的比值已飙升至 227%-232% ，远超2000年互联网泡沫时期的200%水平，处于百年极值区间 - 席勒市盈率 (CAPE) ：标普500的席勒CAPE比率逼近 40倍，同样处于历史极高水平
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7662ef13
7662ef13
·
06-08
$润华服务(02455)$
分享一下，赢取虎币
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7662ef13
·
06-01
海外业务是霸王茶姬当前最强劲的增长引擎，已从「探索期」进入「贡献期」
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7662ef13
7662ef13
·
05-31
张勇于5月21日至22日以均价 13.39港元 增持1135万股，涉资约 1.52亿港元 ，持股升至 37.56%
$海底捞(06862)$
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7662ef13
7662ef13
·
05-16
就在特朗普结束访华当天（5月15日），美国SEC加速批准了纳斯达克针对中国企业的专项上市新规（Rule 5210(l)），设置了2500万美元的募资硬门槛。这直接导致资金「用脚投票」
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7662ef13
7662ef13
·
05-15
香港公开发售获14,855.40倍认购，国际发售获9.77倍认购。
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7662ef13
7662ef13
·
05-08
5月川普访华，当然按以往要 call中概了
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7662ef13
·
05-08
Google（Alphabet）盘后大涨（约+7%），核心是AI投入换真增长、云业务爆发、利润超预期、资本开支可控，和Meta/微软的“烧钱换增长”完全相反，市场认的是“投入即兑现”。
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Jumper上周五宣布离开，转投Anthropic。","listText":"谷歌A重挫逾5%！谷歌DeepMind的高级研究科学家John Jumper上周五宣布离开，转投Anthropic。","text":"谷歌A重挫逾5%！谷歌DeepMind的高级研究科学家John Jumper上周五宣布离开，转投Anthropic。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578001872970552","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573159645741320,"gmtCreate":1780966848619,"gmtModify":1780969146659,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"巴菲特信已全面亮起红灯 ： - 现金占比信号：伯克希尔现金及国债占总资产比例超过50%的历史极端水平，前四次出现时（1969年、1987年、2000年、2007年）均精准预示了美股的后续崩盘 - 巴菲特指标：当前美股总市值与美国GDP的比值已飙升至 227%-232% ，远超2000年互联网泡沫时期的200%水平，处于百年极值区间 - 席勒市盈率 (CAPE) ：标普500的席勒CAPE比率逼近 40倍，同样处于历史极高水平","listText":"巴菲特信已全面亮起红灯 ： - 现金占比信号：伯克希尔现金及国债占总资产比例超过50%的历史极端水平，前四次出现时（1969年、1987年、2000年、2007年）均精准预示了美股的后续崩盘 - 巴菲特指标：当前美股总市值与美国GDP的比值已飙升至 227%-232% ，远超2000年互联网泡沫时期的200%水平，处于百年极值区间 - 席勒市盈率 (CAPE) ：标普500的席勒CAPE比率逼近 40倍，同样处于历史极高水平","text":"巴菲特信已全面亮起红灯 ： - 现金占比信号：伯克希尔现金及国债占总资产比例超过50%的历史极端水平，前四次出现时（1969年、1987年、2000年、2007年）均精准预示了美股的后续崩盘 - 巴菲特指标：当前美股总市值与美国GDP的比值已飙升至 227%-232% ，远超2000年互联网泡沫时期的200%水平，处于百年极值区间 - 席勒市盈率 (CAPE) ：标普500的席勒CAPE比率逼近 40倍，同样处于历史极高水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573159645741320","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573012191573008,"gmtCreate":1780930882508,"gmtModify":1780930887398,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02455\">$润华服务(02455)$</a> 分享一下，赢取虎币","listText":"<a href=\"https://ttm.financial/S/02455\">$润华服务(02455)$</a> 分享一下，赢取虎币","text":"$润华服务(02455)$ 分享一下，赢取虎币","images":[{"img":"https://community-static.tradeup.com/news/8898c6fff14cd0b0c04eece709565a21","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573012191573008","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":570561127061352,"gmtCreate":1780328916185,"gmtModify":1780328921173,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"海外业务是霸王茶姬当前最强劲的增长引擎，已从「探索期」进入「贡献期」","listText":"海外业务是霸王茶姬当前最强劲的增长引擎，已从「探索期」进入「贡献期」","text":"海外业务是霸王茶姬当前最强劲的增长引擎，已从「探索期」进入「贡献期」","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570561127061352","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570090204881064,"gmtCreate":1780192019394,"gmtModify":1780197989788,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"张勇于5月21日至22日以均价 13.39港元 增持1135万股，涉资约 1.52亿港元 ，持股升至 37.56%<a href=\"https://ttm.financial/S/06862\">$海底捞(06862)$ </a> ","listText":"张勇于5月21日至22日以均价 13.39港元 增持1135万股，涉资约 1.52亿港元 ，持股升至 37.56%<a href=\"https://ttm.financial/S/06862\">$海底捞(06862)$ </a> ","text":"张勇于5月21日至22日以均价 13.39港元 增持1135万股，涉资约 1.52亿港元 ，持股升至 37.56%$海底捞(06862)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570090204881064","isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564888206877800,"gmtCreate":1778945388072,"gmtModify":1778986164270,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"就在特朗普结束访华当天（5月15日），美国SEC加速批准了纳斯达克针对中国企业的专项上市新规（Rule 5210(l)），设置了2500万美元的募资硬门槛。这直接导致资金「用脚投票」","listText":"就在特朗普结束访华当天（5月15日），美国SEC加速批准了纳斯达克针对中国企业的专项上市新规（Rule 5210(l)），设置了2500万美元的募资硬门槛。这直接导致资金「用脚投票」","text":"就在特朗普结束访华当天（5月15日），美国SEC加速批准了纳斯达克针对中国企业的专项上市新规（Rule 5210(l)），设置了2500万美元的募资硬门槛。这直接导致资金「用脚投票」","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564888206877800","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564534056317648,"gmtCreate":1778858871638,"gmtModify":1778858877990,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"香港公开发售获14,855.40倍认购，国际发售获9.77倍认购。","listText":"香港公开发售获14,855.40倍认购，国际发售获9.77倍认购。","text":"香港公开发售获14,855.40倍认购，国际发售获9.77倍认购。","images":[{"img":"https://community-static.tradeup.com/news/d355df1d63a95997fe83ee268e9d3373","width":"1290","height":"2116"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564534056317648","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":562017081606760,"gmtCreate":1778242913484,"gmtModify":1778245459886,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":" 5月川普访华，当然按以往要 call中概了","listText":" 5月川普访华，当然按以往要 call中概了","text":"5月川普访华，当然按以往要 call中概了","images":[{"img":"https://community-static.tradeup.com/news/6a3e6898dd2b8069d5174e99a5a45d20","width":"1290","height":"3254"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562017081606760","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":562016735535392,"gmtCreate":1778242824114,"gmtModify":1778242830790,"author":{"id":"4158058348814702","authorId":"4158058348814702","name":"7662ef13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158058348814702","authorIdStr":"4158058348814702"},"themes":[],"title":"","htmlText":"Google（Alphabet）盘后大涨（约+7%），核心是AI投入换真增长、云业务爆发、利润超预期、资本开支可控，和Meta/微软的“烧钱换增长”完全相反，市场认的是“投入即兑现”。","listText":"Google（Alphabet）盘后大涨（约+7%），核心是AI投入换真增长、云业务爆发、利润超预期、资本开支可控，和Meta/微软的“烧钱换增长”完全相反，市场认的是“投入即兑现”。","text":"Google（Alphabet）盘后大涨（约+7%），核心是AI投入换真增长、云业务爆发、利润超预期、资本开支可控，和Meta/微软的“烧钱换增长”完全相反，市场认的是“投入即兑现”。","images":[{"img":"https://community-static.tradeup.com/news/761981039ec71bc00f3125b59f9a5b04","width":"1290","height":"3254"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562016735535392","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}