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草凡借箭
草凡借箭
·
12-05 14:39
$Meta Platforms, Inc.(META)$
我昨天就好奇，缩减了元宇宙的投资怎么会是利好，让meta盘前涨了4%+，今天细看才发现这新闻还有后续，缩减的这部分要全力投入AI。
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草凡借箭
草凡借箭
·
12-05 14:33
$天域半导体(02658)$
天域走成这样也可以理解，压一压机制B新股行情挺好的，一堆国配无脑冲
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403
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草凡借箭
草凡借箭
·
12-04 16:28
$小米集团-W(01810)$
特斯拉机器人负责人跳槽小米，小米现在是机器人概念股
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440
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草凡借箭
草凡借箭
·
12-04 16:24
$标普500(.SPX)$
我不崇拜迷信，但是对待标普，需要虔诚、谦卑，无需耍滑头，老老实实陪伴，不离不弃即可
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草凡借箭
草凡借箭
·
12-04 16:18
$亚马逊(AMZN)$
亚马逊股价回到了一年前了。无论如何，云计算本身都是AI最大受益方之一，看这半年AI的进步与资本市场表现，哪里有泡沫呢？目前微软的前瞻PE 27.8，亚马逊24.8，英伟达25，均处于三年低位
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352
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草凡借箭
草凡借箭
·
12-03 13:22
$纳斯达克(.IXIC)$
就算鲍威尔下台，如果美国通胀依旧居高不下，不降息还是会不降息的。只能说，会提升明年降息的概率，但还是要看实际情况。
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755
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草凡借箭
草凡借箭
·
12-03 13:17
$黄金主连 2602(GCmain)$
黄金可以4218短多进去。看个4223短跑。稳健就继续等回到4215-4212附近进场。今晚公布小非农。大概率继续提振12月降息预期。利好黄金
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草凡借箭
草凡借箭
·
12-02
$乐摩科技(02539)$
乐磨我还是看好的，暗盘没打算卖，看看情况过几天再说吧
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585
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1
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草凡借箭
草凡借箭
·
12-02
$美团-W(03690)$
美团的散户多头总是不愿意承认，风险来了基本面坏了，该止损止损该对冲对冲，大仓位拿着装死完全不是道理，风控也并不代表就是认输。杀已经的是估值逻辑了，不是业绩，不是预期。
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草凡借箭
草凡借箭
·
12-02
$日经225指数(N225.JP)$
小日子政府新推出的21.3万亿日元大规模经济刺激计划，与央行可能收紧货币政策的意图形成了明显冲突。政府通过刺激计划提振经济，那央行就必须应对通胀压力。后面还会继续加息的
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Inc.(META)$我昨天就好奇，缩减了元宇宙的投资怎么会是利好，让meta盘前涨了4%+，今天细看才发现这新闻还有后续，缩减的这部分要全力投入AI。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/507459313823872","isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494465323431635","authorId":"3494465323431635","name":"叶落朦空","avatar":"https://static.tigerbbs.com/9808a0815a1180217aa6a95e41421978","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3494465323431635","idStr":"3494465323431635"},"content":"削减不良资产投入，对公司发展利好。","text":"削减不良资产投入，对公司发展利好。","html":"削减不良资产投入，对公司发展利好。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507457740599400,"gmtCreate":1764916433543,"gmtModify":1764917076074,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a 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太难了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507132373405824,"gmtCreate":1764836926783,"gmtModify":1764836929264,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>特斯拉机器人负责人跳槽小米，小米现在是机器人概念股","listText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>亚马逊股价回到了一年前了。无论如何，云计算本身都是AI最大受益方之一，看这半年AI的进步与资本市场表现，哪里有泡沫呢？目前微软的前瞻PE 27.8，亚马逊24.8，英伟达25，均处于三年低位","text":"$亚马逊(AMZN)$亚马逊股价回到了一年前了。无论如何，云计算本身都是AI最大受益方之一，看这半年AI的进步与资本市场表现，哪里有泡沫呢？目前微软的前瞻PE 27.8，亚马逊24.8，英伟达25，均处于三年低位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507129805361280","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506732620165248,"gmtCreate":1764739330777,"gmtModify":1764739333327,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>就算鲍威尔下台，如果美国通胀依旧居高不下，不降息还是会不降息的。只能说，会提升明年降息的概率，但还是要看实际情况。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>就算鲍威尔下台，如果美国通胀依旧居高不下，不降息还是会不降息的。只能说，会提升明年降息的概率，但还是要看实际情况。","text":"$纳斯达克(.IXIC)$就算鲍威尔下台，如果美国通胀依旧居高不下，不降息还是会不降息的。只能说，会提升明年降息的概率，但还是要看实际情况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506732620165248","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506731080388712,"gmtCreate":1764739026265,"gmtModify":1764739028711,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2602(GCmain)$</a>黄金可以4218短多进去。看个4223短跑。稳健就继续等回到4215-4212附近进场。今晚公布小非农。大概率继续提振12月降息预期。利好黄金","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2602(GCmain)$</a>黄金可以4218短多进去。看个4223短跑。稳健就继续等回到4215-4212附近进场。今晚公布小非农。大概率继续提振12月降息预期。利好黄金","text":"$黄金主连 2602(GCmain)$黄金可以4218短多进去。看个4223短跑。稳健就继续等回到4215-4212附近进场。今晚公布小非农。大概率继续提振12月降息预期。利好黄金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506731080388712","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506407337255040,"gmtCreate":1764659916004,"gmtModify":1764659918828,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$</a>乐磨我还是看好的，暗盘没打算卖，看看情况过几天再说吧","listText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>美团的散户多头总是不愿意承认，风险来了基本面坏了，该止损止损该对冲对冲，大仓位拿着装死完全不是道理，风控也并不代表就是认输。杀已经的是估值逻辑了，不是业绩，不是预期。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>美团的散户多头总是不愿意承认，风险来了基本面坏了，该止损止损该对冲对冲，大仓位拿着装死完全不是道理，风控也并不代表就是认输。杀已经的是估值逻辑了，不是业绩，不是预期。","text":"$美团-W(03690)$美团的散户多头总是不愿意承认，风险来了基本面坏了，该止损止损该对冲对冲，大仓位拿着装死完全不是道理，风控也并不代表就是认输。杀已经的是估值逻辑了，不是业绩，不是预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506406101876864","isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196998317801312","authorId":"4196998317801312","name":"爱心18840","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4196998317801312","idStr":"4196998317801312"},"content":"不懂就不要瞎说，美团的基本面好好的，长期来看，能有更多即时零售份额，他会是在即时零售领域的霸主","text":"不懂就不要瞎说，美团的基本面好好的，长期来看，能有更多即时零售份额，他会是在即时零售领域的霸主","html":"不懂就不要瞎说，美团的基本面好好的，长期来看，能有更多即时零售份额，他会是在即时零售领域的霸主"},{"author":{"id":"3455967323479283","authorId":"3455967323479283","name":"李恩率","avatar":"https://static.laohu8.com/8d5838420cc2389f43ae17fd02c3c968","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3455967323479283","idStr":"3455967323479283"},"content":"蠢货 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