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在某天遇见你
在某天遇见你
·
04-16
$不同集团(06090)$
筑完底了吧
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1
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在某天遇见你
在某天遇见你
·
04-09
$不同集团(06090)$
估计先跌后涨,按84亿市值来看
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223
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1
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在某天遇见你
在某天遇见你
·
02-12
$乐摩科技(02539)$
低位捡漏还是继续等?求大佬分析
$腾讯控股(00700)$
$英伟达(NVDA)$
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1,252
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在某天遇见你
在某天遇见你
·
02-09
$趣致集团(00917)$
$创业板(159915)$
这短期看着波动有点大,后续还能涨吗?
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898
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1
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在某天遇见你
在某天遇见你
·
02-02
$趣致集团(00917)$
扭亏目前市场反应一般,看看后续有没有大单
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705
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在某天遇见你
在某天遇见你
·
01-29
1.中国宏桥 (01378.hk) 技术面呈现出典型的分歧信号:MACD金叉与多头排列显示中期趋势可能转强,但多项摆动指标进入超买区又暗示短期回调压力。在我看来,这正反映了市场在“行业利好”与“股价短期涨幅”之间的博弈心态。
$中国宏桥(01378)$
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在某天遇见你
在某天遇见你
·
01-28
$今海医疗科技(02225)$
RWA到底怎么落地?
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923
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在某天遇见你
在某天遇见你
·
01-23
$小米集团-W(01810)$
小米近期连续实施股票回购,近三个月已回购33次,累计金额不小。我认为这反映出管理层对当前股价的认同,也体现出公司现金流相对充裕。回购虽不能直接扭转走势,但至少说明公司愿意用真金白银传递信心,在业务转型期这是个积极信号。
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在某天遇见你
在某天遇见你
·
01-22
美团-W(03690.HK)股价已进入多个技术指标的强超卖区域。从业务本质看,我认为这轮调整更多是市场情绪和资金面的波动,而非其本地生活核心基本面的恶化。外卖与到店业务的刚性需求及市场份额依然稳固,即时零售(闪购)等新业务仍在渗透期。我认为当前位置对关注其长期生态价值的人而言,或许提供了更好的跟踪窗口
$美团-W(03690)$
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7,236
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在某天遇见你
在某天遇见你
·
01-16
积电(TSM)去美国建厂,这在我看来是典型的长线棋——贴近大客户、分散地缘风险。但代价也很直接:成本肯定飙升,短期利润压力不小。我现在就看市场到底更买账它未来的供应链安全,还是更介意接下来几个季度可能被拖累的毛利率。
非常抱歉,此主贴已删除
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href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> RWA到底怎么落地?","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> RWA到底怎么落地?","text":"$今海医疗科技(02225)$ RWA到底怎么落地?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526675937178936","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524850521710776,"gmtCreate":1769145295188,"gmtModify":1769153094969,"author":{"id":"4229745834868290","authorId":"4229745834868290","name":"在某天遇见你","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229745834868290","idStr":"4229745834868290"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米近期连续实施股票回购,近三个月已回购33次,累计金额不小。我认为这反映出管理层对当前股价的认同,也体现出公司现金流相对充裕。回购虽不能直接扭转走势,但至少说明公司愿意用真金白银传递信心,在业务转型期这是个积极信号。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米近期连续实施股票回购,近三个月已回购33次,累计金额不小。我认为这反映出管理层对当前股价的认同,也体现出公司现金流相对充裕。回购虽不能直接扭转走势,但至少说明公司愿意用真金白银传递信心,在业务转型期这是个积极信号。","text":"$小米集团-W(01810)$ 小米近期连续实施股票回购,近三个月已回购33次,累计金额不小。我认为这反映出管理层对当前股价的认同,也体现出公司现金流相对充裕。回购虽不能直接扭转走势,但至少说明公司愿意用真金白银传递信心,在业务转型期这是个积极信号。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524850521710776","isVote":1,"tweetType":1,"viewCount":4724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524651158954424,"gmtCreate":1769064462411,"gmtModify":1769065389306,"author":{"id":"4229745834868290","authorId":"4229745834868290","name":"在某天遇见你","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229745834868290","idStr":"4229745834868290"},"themes":[],"title":"","htmlText":"美团-W(03690.HK)股价已进入多个技术指标的强超卖区域。从业务本质看,我认为这轮调整更多是市场情绪和资金面的波动,而非其本地生活核心基本面的恶化。外卖与到店业务的刚性需求及市场份额依然稳固,即时零售(闪购)等新业务仍在渗透期。我认为当前位置对关注其长期生态价值的人而言,或许提供了更好的跟踪窗口<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> ","listText":"美团-W(03690.HK)股价已进入多个技术指标的强超卖区域。从业务本质看,我认为这轮调整更多是市场情绪和资金面的波动,而非其本地生活核心基本面的恶化。外卖与到店业务的刚性需求及市场份额依然稳固,即时零售(闪购)等新业务仍在渗透期。我认为当前位置对关注其长期生态价值的人而言,或许提供了更好的跟踪窗口<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> ","text":"美团-W(03690.HK)股价已进入多个技术指标的强超卖区域。从业务本质看,我认为这轮调整更多是市场情绪和资金面的波动,而非其本地生活核心基本面的恶化。外卖与到店业务的刚性需求及市场份额依然稳固,即时零售(闪购)等新业务仍在渗透期。我认为当前位置对关注其长期生态价值的人而言,或许提供了更好的跟踪窗口$美团-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524651158954424","isVote":1,"tweetType":1,"viewCount":7236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522388891436104,"gmtCreate":1768559812831,"gmtModify":1768568467471,"author":{"id":"4229745834868290","authorId":"4229745834868290","name":"在某天遇见你","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4229745834868290","idStr":"4229745834868290"},"themes":[],"title":"","htmlText":"积电(TSM)去美国建厂,这在我看来是典型的长线棋——贴近大客户、分散地缘风险。但代价也很直接:成本肯定飙升,短期利润压力不小。我现在就看市场到底更买账它未来的供应链安全,还是更介意接下来几个季度可能被拖累的毛利率。","listText":"积电(TSM)去美国建厂,这在我看来是典型的长线棋——贴近大客户、分散地缘风险。但代价也很直接:成本肯定飙升,短期利润压力不小。我现在就看市场到底更买账它未来的供应链安全,还是更介意接下来几个季度可能被拖累的毛利率。","text":"积电(TSM)去美国建厂,这在我看来是典型的长线棋——贴近大客户、分散地缘风险。但代价也很直接:成本肯定飙升,短期利润压力不小。我现在就看市场到底更买账它未来的供应链安全,还是更介意接下来几个季度可能被拖累的毛利率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/522388891436104","repostId":"2603965484","repostType":2,"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}