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艳阳高照天
艳阳高照天
·
12-05 14:40
$地平线机器人-W(09660)$
冲啊，每一次深蹲都是为了更好的起跳，这句话在地平线身上具象化了，上半年中高阶智驾芯片出货98万套，占产品解决方案业务的49.5%！结构优化了，毛利率回升是迟早的事
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艳阳高照天
艳阳高照天
·
12-05 14:35
$黄金主连 2602(GCmain)$
黄金今天多头有点强，不给回调进场的机会，一路追涨即可，4212、4216多单到了4222全部打包离场。剩下的4203、4208多单，继续持有，看4233、4240离场
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艳阳高照天
艳阳高照天
·
12-04 16:25
$蔚来(NIO)$
购置税对蔚来影响不大，蔚来一直都是高端车，这些人对于价格没有那么敏感，而且蔚来的baas可以减少1万的购置税
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艳阳高照天
艳阳高照天
·
12-04 16:19
$特斯拉(TSLA)$
稍微动一点精力去分析下特斯拉的基本面，照这样的销量、利润、研发投入趋势下去，2026年变成亏损企业，概率非常大。马老板加油开发新项目啊
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797
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艳阳高照天
艳阳高照天
·
12-03 13:23
$苹果(AAPL)$
apple近些年一直把服务营收做增长引擎，大家以为利润大头的苹果税只占了互联网服务的三成 ，这么看苹果潜力还是非常大
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862
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艳阳高照天
艳阳高照天
·
12-03 13:18
$宝济药业-B(02659)$
预计宝鸡最终应该是在1800倍左右。由中信和海通保荐，有基石，无绿鞋，过往保荐的港股项目比较好
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588
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艳阳高照天
艳阳高照天
·
12-03 13:13
$特斯拉(TSLA)$
2021年第二季度，伯里大举做空特斯拉，持有超过100万股特斯拉看跌期权，但当年第三季度特斯拉逆势大涨，迫使他清仓离场。上次失败了，不知道这次失败还是成功
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艳阳高照天
艳阳高照天
·
12-02
$新思科技(SNPS)$
可以看出现在黄仁勋正在用GPU的算力霸权，重构芯片设计的底层逻辑，达子买啥我买啥，永远跟随黄总
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882
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艳阳高照天
艳阳高照天
·
12-02
$纳斯达克(.IXIC)$
我只买纳斯达克100和标普500，我认为这是世界上最好的公司，相信人类的科技未来是在这些公司上
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1,911
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艳阳高照天
艳阳高照天
·
12-01
$恒生指数(HSI)$
今天恒生指数是上涨的，但我大部分自选股都是跌的啊。好奇怪。未来估计开始箱体震荡模式了。
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2602(GCmain)$黄金今天多头有点强，不给回调进场的机会，一路追涨即可，4212、4216多单到了4222全部打包离场。剩下的4203、4208多单，继续持有，看4233、4240离场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507457745133720","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507130962141336,"gmtCreate":1764836740432,"gmtModify":1764836742674,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000219","idStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>购置税对蔚来影响不大，蔚来一直都是高端车，这些人对于价格没有那么敏感，而且蔚来的baas可以减少1万的购置税","listText":"<a target=\"_blank\" 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，这么看苹果潜力还是非常大","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>apple近些年一直把服务营收做增长引擎，大家以为利润大头的苹果税只占了互联网服务的三成 ，这么看苹果潜力还是非常大","text":"$苹果(AAPL)$apple近些年一直把服务营收做增长引擎，大家以为利润大头的苹果税只占了互联网服务的三成 ，这么看苹果潜力还是非常大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506732290072728","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506731027476632,"gmtCreate":1764739100133,"gmtModify":1764739113400,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000219","idStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$</a>预计宝鸡最终应该是在1800倍左右。由中信和海通保荐，有基石，无绿鞋，过往保荐的港股项目比较好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$</a>预计宝鸡最终应该是在1800倍左右。由中信和海通保荐，有基石，无绿鞋，过往保荐的港股项目比较好","text":"$宝济药业-B(02659)$预计宝鸡最终应该是在1800倍左右。由中信和海通保荐，有基石，无绿鞋，过往保荐的港股项目比较好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506731027476632","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506729824080024,"gmtCreate":1764738806336,"gmtModify":1764738808634,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000219","idStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>2021年第二季度，伯里大举做空特斯拉，持有超过100万股特斯拉看跌期权，但当年第三季度特斯拉逆势大涨，迫使他清仓离场。上次失败了，不知道这次失败还是成功","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>2021年第二季度，伯里大举做空特斯拉，持有超过100万股特斯拉看跌期权，但当年第三季度特斯拉逆势大涨，迫使他清仓离场。上次失败了，不知道这次失败还是成功","text":"$特斯拉(TSLA)$2021年第二季度，伯里大举做空特斯拉，持有超过100万股特斯拉看跌期权，但当年第三季度特斯拉逆势大涨，迫使他清仓离场。上次失败了，不知道这次失败还是成功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506729824080024","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506406468505728,"gmtCreate":1764659703907,"gmtModify":1764659706500,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000219","idStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNPS\">$新思科技(SNPS)$</a>可以看出现在黄仁勋正在用GPU的算力霸权，重构芯片设计的底层逻辑，达子买啥我买啥，永远跟随黄总","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNPS\">$新思科技(SNPS)$</a>可以看出现在黄仁勋正在用GPU的算力霸权，重构芯片设计的底层逻辑，达子买啥我买啥，永远跟随黄总","text":"$新思科技(SNPS)$可以看出现在黄仁勋正在用GPU的算力霸权，重构芯片设计的底层逻辑，达子买啥我买啥，永远跟随黄总","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506406468505728","isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506404568830104,"gmtCreate":1764659398316,"gmtModify":1764659400464,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000219","idStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>我只买纳斯达克100和标普500，我认为这是世界上最好的公司，相信人类的科技未来是在这些公司上","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>我只买纳斯达克100和标普500，我认为这是世界上最好的公司，相信人类的科技未来是在这些公司上","text":"$纳斯达克(.IXIC)$我只买纳斯达克100和标普500，我认为这是世界上最好的公司，相信人类的科技未来是在这些公司上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506404568830104","isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506038869475456,"gmtCreate":1764569958050,"gmtModify":1764569960424,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000219","idStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>今天恒生指数是上涨的，但我大部分自选股都是跌的啊。好奇怪。未来估计开始箱体震荡模式了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>今天恒生指数是上涨的，但我大部分自选股都是跌的啊。好奇怪。未来估计开始箱体震荡模式了。","text":"$恒生指数(HSI)$今天恒生指数是上涨的，但我大部分自选股都是跌的啊。好奇怪。未来估计开始箱体震荡模式了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506038869475456","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}