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艳阳高照天
艳阳高照天
·
05-18
$WTI原油主连 2607(CLmain)$
预测一波：今晚金毛taco,原油暴跌，美债收益率爆跌，纳指暴涨，明早日韩暴涨！A50大涨，明天大高开！打爆空头
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艳阳高照天
艳阳高照天
·
05-11
$阿里巴巴(BABA)$
我不看好阿里巴巴，我预估今年都在横盘，上下10个点以内。主要理由：1、电商主营盘子太重，在AI变革中包袱太重 2、虽然千问大模型很好，但明显豆包、deepseek更深入人心 3、中美地缘政治有太多的不确定性，又不是A股市场独立闭环环境 4、从历史看，阿里在二级市场给人的回报并不好
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艳阳高照天
艳阳高照天
·
05-11
$英特尔(INTC)$
现在intc商业逻辑有重大变化，因为产业链分散的需求或者上下游博弈的需求都让客户不是单纯从商业角度做决策，就造成了大客户不计成本扶持某家公司，最后真的让他做成了。
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艳阳高照天
艳阳高照天
·
05-07
$黄金主连 2606(GCmain)$
老特似乎真的怂了，怂了也好。若真的怂了，大漂亮将威风扫地，石油美元结算体系会受到冲击，美元估计大贬的概率大升。油不紧张了，不用抛黄金买石油了，利好金银。
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艳阳高照天
艳阳高照天
·
05-06
$超微电脑(SMCI)$
毛利9.9%,环比6.3%,同比9.6%都有修复,且营收大幅度上涨,去年同期股价在31-36,然后迅速涨到40-47,现在即使盘后的股价32-33来看,股价也还在原地踏步,现在同比营收暴涨,利润同比也暴涨,同比含金量应该是大幅度上升的 现在不知道机构如何给SMCI走私风险定价,机构模型怎么平衡风险与利润的改变
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艳阳高照天
艳阳高照天
·
05-05
$纳斯达克(.IXIC)$
又要开始打仗了，纳指估计要涨不起来了。量化交易程序一看到有打仗相关新闻报出就跑
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艳阳高照天
艳阳高照天
·
05-01
$英特尔(INTC)$
看到很多人还在纠结英特尔的基本面，业绩表现，估值太贵等等。我想说，市场的情绪和叙事才是股价最大的推动力（短中期），否则你可以看看中概股了。我说英特尔半年了，我希望大家理解英特人这几个核心驱动力。1. 数据中心的CPU和GPU的配比2. 美国先进制造的代表3. 美国政府/川子主导的投资标的
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艳阳高照天
艳阳高照天
·
04-29
$纳斯达克(.IXIC)$
OpenAI 一家的短期数据，根本不会改变 AI 基建的长期需求，包括算力、内存、存储、光互联、电力等等，更不会影响产业链上公司的基本面，大的趋势没有任何变化。 市场涨多了就要跌，跌多了就要涨。
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艳阳高照天
艳阳高照天
·
04-27
$英伟达(NVDA)$
目前看英伟达仍然是这一轮 AI 浪潮中的核心赢家，但如果回到 2025 年再看，我会把判断修正为：它的护城河还在，只是水位正在下降。
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艳阳高照天
艳阳高照天
·
04-24
$闪迪(SNDK)$
DRAM价格大概率还得涨。市场普遍低估了这一趋势，而且谷歌tpu很有可能加大需求，唯有通过高价实现需求破坏，才能在现有产能中重新分配资源。
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2607(CLmain)$预测一波：今晚金毛taco,原油暴跌，美债收益率爆跌，纳指暴涨，明早日韩暴涨！A50大涨，明天大高开！打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565588157157736","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563007027777568,"gmtCreate":1778485596413,"gmtModify":1778485831931,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>我不看好阿里巴巴，我预估今年都在横盘，上下10个点以内。主要理由：1、电商主营盘子太重，在AI变革中包袱太重 2、虽然千问大模型很好，但明显豆包、deepseek更深入人心 3、中美地缘政治有太多的不确定性，又不是A股市场独立闭环环境 4、从历史看，阿里在二级市场给人的回报并不好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>我不看好阿里巴巴，我预估今年都在横盘，上下10个点以内。主要理由：1、电商主营盘子太重，在AI变革中包袱太重 2、虽然千问大模型很好，但明显豆包、deepseek更深入人心 3、中美地缘政治有太多的不确定性，又不是A股市场独立闭环环境 4、从历史看，阿里在二级市场给人的回报并不好","text":"$阿里巴巴(BABA)$我不看好阿里巴巴，我预估今年都在横盘，上下10个点以内。主要理由：1、电商主营盘子太重，在AI变革中包袱太重 2、虽然千问大模型很好，但明显豆包、deepseek更深入人心 3、中美地缘政治有太多的不确定性，又不是A股市场独立闭环环境 4、从历史看，阿里在二级市场给人的回报并不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563007027777568","isVote":1,"tweetType":1,"viewCount":3526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563005985415192,"gmtCreate":1778485339324,"gmtModify":1778485341812,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>现在intc商业逻辑有重大变化，因为产业链分散的需求或者上下游博弈的需求都让客户不是单纯从商业角度做决策，就造成了大客户不计成本扶持某家公司，最后真的让他做成了。","listText":"<a target=\"_blank\" 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2606(GCmain)$</a>老特似乎真的怂了，怂了也好。若真的怂了，大漂亮将威风扫地，石油美元结算体系会受到冲击，美元估计大贬的概率大升。油不紧张了，不用抛黄金买石油了，利好金银。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$</a>老特似乎真的怂了，怂了也好。若真的怂了，大漂亮将威风扫地，石油美元结算体系会受到冲击，美元估计大贬的概率大升。油不紧张了，不用抛黄金买石油了，利好金银。","text":"$黄金主连 2606(GCmain)$老特似乎真的怂了，怂了也好。若真的怂了，大漂亮将威风扫地，石油美元结算体系会受到冲击，美元估计大贬的概率大升。油不紧张了，不用抛黄金买石油了，利好金银。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561547775480672","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561199371924320,"gmtCreate":1778044340051,"gmtModify":1778044343029,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>毛利9.9%,环比6.3%,同比9.6%都有修复,且营收大幅度上涨,去年同期股价在31-36,然后迅速涨到40-47,现在即使盘后的股价32-33来看,股价也还在原地踏步,现在同比营收暴涨,利润同比也暴涨,同比含金量应该是大幅度上升的 现在不知道机构如何给SMCI走私风险定价,机构模型怎么平衡风险与利润的改变","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>毛利9.9%,环比6.3%,同比9.6%都有修复,且营收大幅度上涨,去年同期股价在31-36,然后迅速涨到40-47,现在即使盘后的股价32-33来看,股价也还在原地踏步,现在同比营收暴涨,利润同比也暴涨,同比含金量应该是大幅度上升的 现在不知道机构如何给SMCI走私风险定价,机构模型怎么平衡风险与利润的改变","text":"$超微电脑(SMCI)$毛利9.9%,环比6.3%,同比9.6%都有修复,且营收大幅度上涨,去年同期股价在31-36,然后迅速涨到40-47,现在即使盘后的股价32-33来看,股价也还在原地踏步,现在同比营收暴涨,利润同比也暴涨,同比含金量应该是大幅度上升的 现在不知道机构如何给SMCI走私风险定价,机构模型怎么平衡风险与利润的改变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561199371924320","isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560846742643552,"gmtCreate":1777958248919,"gmtModify":1777958251101,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>又要开始打仗了，纳指估计要涨不起来了。量化交易程序一看到有打仗相关新闻报出就跑","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>又要开始打仗了，纳指估计要涨不起来了。量化交易程序一看到有打仗相关新闻报出就跑","text":"$纳斯达克(.IXIC)$又要开始打仗了，纳指估计要涨不起来了。量化交易程序一看到有打仗相关新闻报出就跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560846742643552","isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106927501826730","authorId":"4106927501826730","name":"胖虎520","avatar":"https://static.tigerbbs.com/c3a368143c68131532e1de83f87595ca","crmLevel":1,"crmLevelSwitch":0,"idStr":"4106927501826730","authorIdStr":"4106927501826730"},"content":"又高开，估计后半夜回调？","text":"又高开，估计后半夜回调？","html":"又高开，估计后半夜回调？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559390935552096,"gmtCreate":1777602839266,"gmtModify":1777602842061,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>DRAM价格大概率还得涨。市场普遍低估了这一趋势，而且谷歌tpu很有可能加大需求，唯有通过高价实现需求破坏，才能在现有产能中重新分配资源。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>DRAM价格大概率还得涨。市场普遍低估了这一趋势，而且谷歌tpu很有可能加大需求，唯有通过高价实现需求破坏，才能在现有产能中重新分配资源。","text":"$闪迪(SNDK)$DRAM价格大概率还得涨。市场普遍低估了这一趋势，而且谷歌tpu很有可能加大需求，唯有通过高价实现需求破坏，才能在现有产能中重新分配资源。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557009065889824","isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}