社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
草凡借箭
IP属地：未知
+关注
帖子 · 510
帖子 · 510
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
草凡借箭
草凡借箭
·
05-14
$阿里巴巴(BABA)$
AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了
看
768
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
05-11
$Circle Internet Corp.(CRCL)$
CRCL1季度财报应该没有超预期，Q4的时候，财报还没有发，但是链上从中午12点开始，不停的在涨。现在，距离发财报满打满算还有8个小时，真有利好，不应该按兵不动啊。
看
3,679
回复
评论
点赞
2
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
05-08
$CoreWeave, Inc.(CRWV)$
CRWV抽象的财务报表，利息费用/营收=1/4，capex/营收=4倍，几家hyperscaler预期27年的capex仍然显著高于26年，crwv未来的日子真的好过吗？ PS：仍然持有空头仓位。
看
1,076
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
05-07
$英伟达(NVDA)$
站在当下审视AI投资问自己三个问题： 1、AI叙事究竟是不是泡沫？ 2、AI有没有形成商业闭环？ 3、AI基建是不是才开始？树不会长到天上，时代文明级别需拉长时间维度来审视并决策。 最后，AI 取代人成为新的生产力后，新的分配原则、供需关系会是什么样？ 这些问题想明白就可以买nvda了
看
737
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
05-06
$Lumentum Holdings Inc.(LITE)$
lite今年大概10到12亿美元的净利润，市值700亿美元，估值60PE左右，增长300%左右，不能算贵。
看
3,158
回复
评论
点赞
1
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
05-05
$伯克希尔(BRK.A)$
老巴资金体量太大了，跟我们这种散户不一样。他的提前离场，也要提前进场。我们散户可以吃的最好一个铜板（不建议）。但是伯克希尔哈撒韦不能吃最后一个铜板
看
535
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
05-01
$西部数据(WDC)$
在西部数据一年涨约900%、闪迪上市以来涨约3300%的背景下，强劲业绩已被充分定价，指引缺乏足够惊喜，极大概率触发市场获利了结。
看
1,802
回复
评论
点赞
1
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
05-01
$标普500(.SPX)$
纳指标普齐创新高，美股绝对是最佳安心之选。投资无需过于聪明，持续稳定做简单的事。后面新高之后还会新高
看
1,595
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
04-29
$黄金主连 2606(GCmain)$
如果不是这场战争，黄金标的也不至于跌到去年关税战时候的股价。 市场对黄金的逻辑存疑，主要是利率问题。
看
1,024
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
草凡借箭
草凡借箭
·
04-29
$纳斯达克(.IXIC)$
仓位现金流健康、没有上融资杠杆的情况下，这个时候一定不要轻易丢掉手头的筹码。持续看好纳斯达克
看
1,329
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"9000000000000217","uuid":"9000000000000217","gmtCreate":1625560625525,"gmtModify":1750994134506,"name":"草凡借箭","pinyin":"cfjjcaofanjiejian","introduction":"运营账号","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":60,"headSize":1,"tweetSize":510,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":564170277142872,"gmtCreate":1778748334595,"gmtModify":1778748337150,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了","text":"$阿里巴巴(BABA)$AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564170277142872","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563006728413216,"gmtCreate":1778485523326,"gmtModify":1778485525835,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>CRCL1季度财报应该没有超预期，Q4的时候，财报还没有发，但是链上从中午12点开始，不停的在涨。现在，距离发财报满打满算还有8个小时，真有利好，不应该按兵不动啊。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>CRCL1季度财报应该没有超预期，Q4的时候，财报还没有发，但是链上从中午12点开始，不停的在涨。现在，距离发财报满打满算还有8个小时，真有利好，不应该按兵不动啊。","text":"$Circle Internet Corp.(CRCL)$CRCL1季度财报应该没有超预期，Q4的时候，财报还没有发，但是链上从中午12点开始，不停的在涨。现在，距离发财报满打满算还有8个小时，真有利好，不应该按兵不动啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563006728413216","isVote":1,"tweetType":1,"viewCount":3679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561940202181472,"gmtCreate":1778225206813,"gmtModify":1778225209398,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>CRWV抽象的财务报表，利息费用/营收=1/4，capex/营收=4倍，几家hyperscaler预期27年的capex仍然显著高于26年，crwv未来的日子真的好过吗？ PS：仍然持有空头仓位。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>CRWV抽象的财务报表，利息费用/营收=1/4，capex/营收=4倍，几家hyperscaler预期27年的capex仍然显著高于26年，crwv未来的日子真的好过吗？ PS：仍然持有空头仓位。","text":"$CoreWeave, Inc.(CRWV)$CRWV抽象的财务报表，利息费用/营收=1/4，capex/营收=4倍，几家hyperscaler预期27年的capex仍然显著高于26年，crwv未来的日子真的好过吗？ PS：仍然持有空头仓位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561940202181472","isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561547641979584,"gmtCreate":1778129303932,"gmtModify":1778129307647,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>站在当下审视AI投资问自己三个问题： 1、AI叙事究竟是不是泡沫？ 2、AI有没有形成商业闭环？ 3、AI基建是不是才开始？树不会长到天上，时代文明级别需拉长时间维度来审视并决策。 最后，AI 取代人成为新的生产力后，新的分配原则、供需关系会是什么样？ 这些问题想明白就可以买nvda了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>站在当下审视AI投资问自己三个问题： 1、AI叙事究竟是不是泡沫？ 2、AI有没有形成商业闭环？ 3、AI基建是不是才开始？树不会长到天上，时代文明级别需拉长时间维度来审视并决策。 最后，AI 取代人成为新的生产力后，新的分配原则、供需关系会是什么样？ 这些问题想明白就可以买nvda了","text":"$英伟达(NVDA)$站在当下审视AI投资问自己三个问题： 1、AI叙事究竟是不是泡沫？ 2、AI有没有形成商业闭环？ 3、AI基建是不是才开始？树不会长到天上，时代文明级别需拉长时间维度来审视并决策。 最后，AI 取代人成为新的生产力后，新的分配原则、供需关系会是什么样？ 这些问题想明白就可以买nvda了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561547641979584","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561199309128384,"gmtCreate":1778044261732,"gmtModify":1778044264436,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a>lite今年大概10到12亿美元的净利润，市值700亿美元，估值60PE左右，增长300%左右，不能算贵。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a>lite今年大概10到12亿美元的净利润，市值700亿美元，估值60PE左右，增长300%左右，不能算贵。","text":"$Lumentum Holdings Inc.(LITE)$lite今年大概10到12亿美元的净利润，市值700亿美元，估值60PE左右，增长300%左右，不能算贵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561199309128384","isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560846308934496,"gmtCreate":1777958143032,"gmtModify":1777958145276,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>老巴资金体量太大了，跟我们这种散户不一样。他的提前离场，也要提前进场。我们散户可以吃的最好一个铜板（不建议）。但是伯克希尔哈撒韦不能吃最后一个铜板","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>老巴资金体量太大了，跟我们这种散户不一样。他的提前离场，也要提前进场。我们散户可以吃的最好一个铜板（不建议）。但是伯克希尔哈撒韦不能吃最后一个铜板","text":"$伯克希尔(BRK.A)$老巴资金体量太大了，跟我们这种散户不一样。他的提前离场，也要提前进场。我们散户可以吃的最好一个铜板（不建议）。但是伯克希尔哈撒韦不能吃最后一个铜板","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560846308934496","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559391966298816,"gmtCreate":1777603015924,"gmtModify":1777603018535,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/WDC\">$西部数据(WDC)$</a>在西部数据一年涨约900%、闪迪上市以来涨约3300%的背景下，强劲业绩已被充分定价，指引缺乏足够惊喜，极大概率触发市场获利了结。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/WDC\">$西部数据(WDC)$</a>在西部数据一年涨约900%、闪迪上市以来涨约3300%的背景下，强劲业绩已被充分定价，指引缺乏足够惊喜，极大概率触发市场获利了结。","text":"$西部数据(WDC)$在西部数据一年涨约900%、闪迪上市以来涨约3300%的背景下，强劲业绩已被充分定价，指引缺乏足够惊喜，极大概率触发市场获利了结。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559391966298816","isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559390977548312,"gmtCreate":1777602769044,"gmtModify":1777602771403,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>纳指标普齐创新高，美股绝对是最佳安心之选。投资无需过于聪明，持续稳定做简单的事。后面新高之后还会新高","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>纳指标普齐创新高，美股绝对是最佳安心之选。投资无需过于聪明，持续稳定做简单的事。后面新高之后还会新高","text":"$标普500(.SPX)$纳指标普齐创新高，美股绝对是最佳安心之选。投资无需过于聪明，持续稳定做简单的事。后面新高之后还会新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559390977548312","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558732888346648,"gmtCreate":1777442102735,"gmtModify":1777443130474,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$</a>如果不是这场战争，黄金标的也不至于跌到去年关税战时候的股价。 市场对黄金的逻辑存疑，主要是利率问题。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$</a>如果不是这场战争，黄金标的也不至于跌到去年关税战时候的股价。 市场对黄金的逻辑存疑，主要是利率问题。","text":"$黄金主连 2606(GCmain)$如果不是这场战争，黄金标的也不至于跌到去年关税战时候的股价。 市场对黄金的逻辑存疑，主要是利率问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558732888346648","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558731731120160,"gmtCreate":1777441822815,"gmtModify":1777441825512,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>仓位现金流健康、没有上融资杠杆的情况下，这个时候一定不要轻易丢掉手头的筹码。持续看好纳斯达克","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>仓位现金流健康、没有上融资杠杆的情况下，这个时候一定不要轻易丢掉手头的筹码。持续看好纳斯达克","text":"$纳斯达克(.IXIC)$仓位现金流健康、没有上融资杠杆的情况下，这个时候一定不要轻易丢掉手头的筹码。持续看好纳斯达克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558731731120160","isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}