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可口不乐
可口不乐
·
06-01 15:12
$美图公司(01357)$
这种涨法,个人觉得明天大概率要大幅高开,关键看高开之后能不能稳住,别高开低走套人就行
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可口不乐
可口不乐
·
05-29
$智谱(02513)$
被纳入恒生科技指数是个标志性事件。这意味着主流指数开始认可纯AI大模型公司的价值了,以后被动资金也得配置,流动性会好很多。
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可口不乐
可口不乐
·
05-29
$美图公司(01357)$
AI硬件涨了半年了,算力过剩的苗头出来了,接下来该看软件了吧
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158
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1
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可口不乐
可口不乐
·
05-28
$拼多多(PDD)$
利润增长一放缓,各种问题就藏不住了。市场给8.5倍不算高,但如果增长回不来,按价值股看又没分红,确实有点尴尬
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可口不乐
可口不乐
·
05-28
$商汤-W(00020)$
AI+短剧算是热风口上的又一次尝试。关键看这个基地能不能真孵出有流量的内容,实现商业转化
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145
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1
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可口不乐
可口不乐
·
05-21
$美图公司(01357)$
没业绩的时候炒AI故事,真有业绩了,又开始嫌估值高
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298
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1
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可口不乐
可口不乐
·
05-07
$腾讯控股(00700)$
我的经验是,对于这种巨头,建仓计划定了就别轻易改。纠结的本质是既想躲过下跌,又想吃到上涨,这几乎不可能。要么接受“可能被套一阵”去换确定性,要么接受“可能错过”去等更安全的价格。想清楚自己更接受哪种遗憾。
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3,209
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4
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可口不乐
可口不乐
·
05-06
$美图公司(01357)$
市场今天用真金白银投票,空头可能被迫回补。在港股,财报季做空基本面扎实的公司,风险确实大。
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833
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1
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可口不乐
可口不乐
·
05-06
$心动公司(02400)$
行业卷是卷,但换个角度看,能活下来的公司肯定有过人之处。要么成本控制得好,要么特别懂细分用户,要么有持续的创新力。投资游戏股,现在更要看这些内功了
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715
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可口不乐
可口不乐
·
04-29
$心动公司(02400)$
回购这东西,短期看是个信心信号,但长期还得看基本面。心动去年上半年业绩爆了,利润翻了几倍,但市场担心的是这种高增长能不能持续。光靠回购撑不住股价,关键还得有新产品、新故事。
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href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>没业绩的时候炒AI故事,真有业绩了,又开始嫌估值高","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>没业绩的时候炒AI故事,真有业绩了,又开始嫌估值高","text":"$美图公司(01357)$没业绩的时候炒AI故事,真有业绩了,又开始嫌估值高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566527795360880","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561496257040536,"gmtCreate":1778115836870,"gmtModify":1778115839250,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177483779057910","authorIdStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>我的经验是,对于这种巨头,建仓计划定了就别轻易改。纠结的本质是既想躲过下跌,又想吃到上涨,这几乎不可能。要么接受“可能被套一阵”去换确定性,要么接受“可能错过”去等更安全的价格。想清楚自己更接受哪种遗憾。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>我的经验是,对于这种巨头,建仓计划定了就别轻易改。纠结的本质是既想躲过下跌,又想吃到上涨,这几乎不可能。要么接受“可能被套一阵”去换确定性,要么接受“可能错过”去等更安全的价格。想清楚自己更接受哪种遗憾。","text":"$腾讯控股(00700)$我的经验是,对于这种巨头,建仓计划定了就别轻易改。纠结的本质是既想躲过下跌,又想吃到上涨,这几乎不可能。要么接受“可能被套一阵”去换确定性,要么接受“可能错过”去等更安全的价格。想清楚自己更接受哪种遗憾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/561496257040536","isVote":1,"tweetType":1,"viewCount":3209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"content":"言之有理。我的经验是小资金量不适合入腾讯 深度套之后很难受","text":"言之有理。我的经验是小资金量不适合入腾讯 深度套之后很难受","html":"言之有理。我的经验是小资金量不适合入腾讯 深度套之后很难受"},{"author":{"id":"26478779395836","authorId":"26478779395836","name":"TonyJin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"26478779395836","authorIdStr":"26478779395836"},"content":"腾讯每次都是这样,底已经不知不觉中溜走了","text":"腾讯每次都是这样,底已经不知不觉中溜走了","html":"腾讯每次都是这样,底已经不知不觉中溜走了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561235177469816,"gmtCreate":1778052083508,"gmtModify":1778052085608,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177483779057910","authorIdStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>市场今天用真金白银投票,空头可能被迫回补。在港股,财报季做空基本面扎实的公司,风险确实大。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>市场今天用真金白银投票,空头可能被迫回补。在港股,财报季做空基本面扎实的公司,风险确实大。","text":"$美图公司(01357)$市场今天用真金白银投票,空头可能被迫回补。在港股,财报季做空基本面扎实的公司,风险确实大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561235177469816","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561146648319936,"gmtCreate":1778030471457,"gmtModify":1778030473565,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177483779057910","authorIdStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a>行业卷是卷,但换个角度看,能活下来的公司肯定有过人之处。要么成本控制得好,要么特别懂细分用户,要么有持续的创新力。投资游戏股,现在更要看这些内功了","listText":"<a href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a>行业卷是卷,但换个角度看,能活下来的公司肯定有过人之处。要么成本控制得好,要么特别懂细分用户,要么有持续的创新力。投资游戏股,现在更要看这些内功了","text":"$心动公司(02400)$行业卷是卷,但换个角度看,能活下来的公司肯定有过人之处。要么成本控制得好,要么特别懂细分用户,要么有持续的创新力。投资游戏股,现在更要看这些内功了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561146648319936","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558681259979832,"gmtCreate":1777428493310,"gmtModify":1777428495677,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177483779057910","authorIdStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a 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