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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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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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585
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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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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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451
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可口不乐
可口不乐
·
04-29
$美团-W(03690)$
所以问题来了：美团做小象，是不是在用一个很重的模式，去抢一个本来就有很多“轻模式”玩家的市场？这需要巨大的资本投入和漫长的培育期。市场现在给美团的估值，是不是已经把这种长期投入和不确定性打折又打折了？
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可口不乐
可口不乐
·
04-27
$美团-W(03690)$
从战略上看，自研大模型不是可选项而是必选项。短期投入虽大，但长期能同时解决成本、安全、效率三个核心问题。商业闭环一旦跑通，护城河会非常深
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可口不乐
可口不乐
·
04-27
$快手-W(01024)$
商家是用脚投票的。去年快手还是很多带货团队的主阵地，今年陆续撤了。不是快手流量变贵了，而是同样一笔预算，在别处能换来更多成交。精准度的问题不解决，商家流失的趋势很难逆转
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可口不乐
可口不乐
·
04-27
$美图公司(01357)$
叙事压制恐怕是常态了，很难大涨也很难大跌，赌徒或者做T都可以放弃美图了，慢慢地长期地磨吧
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可口不乐
可口不乐
·
04-24
$美图公司(01357)$
趋势扭转，最近要密切观察了
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可口不乐
可口不乐
·
04-15
$美图公司(01357)$
量放出来了，但我感觉不会直接起飞，上面20日线还压着呢，大概率是进二退一，先把4块4站稳了再说
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href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a>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。","listText":"<a href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a>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。","text":"$心动公司(02400)$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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558681259979832","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558680956737032,"gmtCreate":1777428429907,"gmtModify":1777428432246,"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/03690\">$美团-W(03690)$</a>所以问题来了：美团做小象，是不是在用一个很重的模式，去抢一个本来就有很多“轻模式”玩家的市场？这需要巨大的资本投入和漫长的培育期。市场现在给美团的估值，是不是已经把这种长期投入和不确定性打折又打折了？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>所以问题来了：美团做小象，是不是在用一个很重的模式，去抢一个本来就有很多“轻模式”玩家的市场？这需要巨大的资本投入和漫长的培育期。市场现在给美团的估值，是不是已经把这种长期投入和不确定性打折又打折了？","text":"$美团-W(03690)$所以问题来了：美团做小象，是不是在用一个很重的模式，去抢一个本来就有很多“轻模式”玩家的市场？这需要巨大的资本投入和漫长的培育期。市场现在给美团的估值，是不是已经把这种长期投入和不确定性打折又打折了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558680956737032","isVote":1,"tweetType":1,"viewCount":15117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558067139191976,"gmtCreate":1777278562109,"gmtModify":1777278564188,"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/03690\">$美团-W(03690)$</a>从战略上看，自研大模型不是可选项而是必选项。短期投入虽大，但长期能同时解决成本、安全、效率三个核心问题。商业闭环一旦跑通，护城河会非常深","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>从战略上看，自研大模型不是可选项而是必选项。短期投入虽大，但长期能同时解决成本、安全、效率三个核心问题。商业闭环一旦跑通，护城河会非常深","text":"$美团-W(03690)$从战略上看，自研大模型不是可选项而是必选项。短期投入虽大，但长期能同时解决成本、安全、效率三个核心问题。商业闭环一旦跑通，护城河会非常深","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558067139191976","isVote":1,"tweetType":1,"viewCount":19254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558066980258232,"gmtCreate":1777278516927,"gmtModify":1777278519300,"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/01024\">$快手-W(01024)$</a>商家是用脚投票的。去年快手还是很多带货团队的主阵地，今年陆续撤了。不是快手流量变贵了，而是同样一笔预算，在别处能换来更多成交。精准度的问题不解决，商家流失的趋势很难逆转","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>商家是用脚投票的。去年快手还是很多带货团队的主阵地，今年陆续撤了。不是快手流量变贵了，而是同样一笔预算，在别处能换来更多成交。精准度的问题不解决，商家流失的趋势很难逆转","text":"$快手-W(01024)$商家是用脚投票的。去年快手还是很多带货团队的主阵地，今年陆续撤了。不是快手流量变贵了，而是同样一笔预算，在别处能换来更多成交。精准度的问题不解决，商家流失的趋势很难逆转","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558066980258232","isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558065275557824,"gmtCreate":1777278183185,"gmtModify":1777278185645,"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>叙事压制恐怕是常态了，很难大涨也很难大跌，赌徒或者做T都可以放弃美图了，慢慢地长期地磨吧","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>叙事压制恐怕是常态了，很难大涨也很难大跌，赌徒或者做T都可以放弃美图了，慢慢地长期地磨吧","text":"$美图公司(01357)$叙事压制恐怕是常态了，很难大涨也很难大跌，赌徒或者做T都可以放弃美图了，慢慢地长期地磨吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558065275557824","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557056306672840,"gmtCreate":1777009240778,"gmtModify":1777009242716,"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>趋势扭转，最近要密切观察了","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>趋势扭转，最近要密切观察了","text":"$美图公司(01357)$趋势扭转，最近要密切观察了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557056306672840","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553743728332848,"gmtCreate":1776225999664,"gmtModify":1776226001593,"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>量放出来了，但我感觉不会直接起飞，上面20日线还压着呢，大概率是进二退一，先把4块4站稳了再说","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>量放出来了，但我感觉不会直接起飞，上面20日线还压着呢，大概率是进二退一，先把4块4站稳了再说","text":"$美图公司(01357)$量放出来了，但我感觉不会直接起飞，上面20日线还压着呢，大概率是进二退一，先把4块4站稳了再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553743728332848","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539266106755149","authorId":"3539266106755149","name":"solo13","avatar":"https://static.tigerbbs.com/cca647f8d6b73311e26fea873efa58f2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3539266106755149","authorIdStr":"3539266106755149"},"content":"啥也不是，估计2块方向","text":"啥也不是，估计2块方向","html":"啥也不是，估计2块方向"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}