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搞钱树
搞钱树
·
04-17 12:51
$阿里巴巴-W(09988)$
阿里在即时零售方面投入超出预期失血严重，三个季度补贴烧掉超900亿，营销费用增加700亿，AI也是需要大量资金投入的，短期也只有云服务有营收增长，市场会怀疑也不奇怪
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·
04-16
$英伟达(NVDA)$
目前看英伟达在黄仁勋手下不会有问题。就怕产品换代以后，可能会开始逐渐被其他厂商追平，如果出现没有预期到的技术路线变革，就更危险。
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·
04-15
$微软(MSFT)$
现在最具有确定性的，是芯片和云计算公司，未来模型层肯定是有巨大的空间的，模型层可以布局纳指七姐妹和中国的互联网龙头，因为它们不仅研发大模型，大模型初创公司一般它们也有股份，这里面我最看好的就是微软
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搞钱树
·
04-15
$黄金主连 2606(GCmain)$
央行购金、财政赤字忧虑，地缘政治紧张在内的结构性需求驱动因素非常完好，黄金的长期前景依然向好
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搞钱树
·
04-13
$美国银行(BAC)$
银行股还是要多关注管理层对风险的前瞻指引。私募信贷风险、利率走势及中东战事演变，都是当前需要重点关注的风险变量。
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·
04-10
$三星(SMSN.UK)$
三星27年利润就会超过达子，而且再过些年，三星的年利润甚至有机会是达子的两倍，完全有资格取代达子成为全球第一赚钱，市值第一的公司
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·
04-09
$黄金主连 2606(GCmain)$
战争目前最大的得利方是美国。在打下来，资本都会美国了，美元以及资产已替代黄金成为最佳避险选择
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·
04-08
$南方两倍做多海力士(07709)$
我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行
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·
04-07
$WTI原油主连 2605(CLmain)$
清明节前原油看涨期权的仓位重了，节后回来亏了不少。搞不懂为啥内盘原油这么弱，相对布伦特是折价而且折价还在扩大。
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·
04-03
$特斯拉(TSLA)$
又是一年一度噪音时刻，叠加销量下降，补贴没收，SpaceX上市，伊朗局势。“怎么办？会跌破300吗？会跌到250吗这样的心魔就出现了。”然后你开始打开电脑手机查对应的的新闻动态，老马的言论，找到股票下跌的证据，让自己的心灵最后一道防线由自己撕裂,成功被噪音打败，在下跌中割掉了自己的仓位，恭喜你脱离苦海！
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target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>阿里在即时零售方面投入超出预期失血严重，三个季度补贴烧掉超900亿，营销费用增加700亿，AI也是需要大量资金投入的，短期也只有云服务有营收增长，市场会怀疑也不奇怪","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>阿里在即时零售方面投入超出预期失血严重，三个季度补贴烧掉超900亿，营销费用增加700亿，AI也是需要大量资金投入的，短期也只有云服务有营收增长，市场会怀疑也不奇怪","text":"$阿里巴巴-W(09988)$阿里在即时零售方面投入超出预期失血严重，三个季度补贴烧掉超900亿，营销费用增加700亿，AI也是需要大量资金投入的，短期也只有云服务有营收增长，市场会怀疑也不奇怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554579078349704","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554281589551992,"gmtCreate":1776328856379,"gmtModify":1776328858631,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>目前看英伟达在黄仁勋手下不会有问题。就怕产品换代以后，可能会开始逐渐被其他厂商追平，如果出现没有预期到的技术路线变革，就更危险。","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>现在最具有确定性的，是芯片和云计算公司，未来模型层肯定是有巨大的空间的，模型层可以布局纳指七姐妹和中国的互联网龙头，因为它们不仅研发大模型，大模型初创公司一般它们也有股份，这里面我最看好的就是微软","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$</a>央行购金、财政赤字忧虑，地缘政治紧张在内的结构性需求驱动因素非常完好，黄金的长期前景依然向好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$</a>央行购金、财政赤字忧虑，地缘政治紧张在内的结构性需求驱动因素非常完好，黄金的长期前景依然向好","text":"$黄金主连 2606(GCmain)$央行购金、财政赤字忧虑，地缘政治紧张在内的结构性需求驱动因素非常完好，黄金的长期前景依然向好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553945339641936","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553083235082336,"gmtCreate":1776066980866,"gmtModify":1776066983161,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a>银行股还是要多关注管理层对风险的前瞻指引。私募信贷风险、利率走势及中东战事演变，都是当前需要重点关注的风险变量。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a>银行股还是要多关注管理层对风险的前瞻指引。私募信贷风险、利率走势及中东战事演变，都是当前需要重点关注的风险变量。","text":"$美国银行(BAC)$银行股还是要多关注管理层对风险的前瞻指引。私募信贷风险、利率走势及中东战事演变，都是当前需要重点关注的风险变量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553083235082336","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552029709287504,"gmtCreate":1775809770668,"gmtModify":1775809773038,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMSN.UK\">$三星(SMSN.UK)$</a>三星27年利润就会超过达子，而且再过些年，三星的年利润甚至有机会是达子的两倍，完全有资格取代达子成为全球第一赚钱，市值第一的公司","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMSN.UK\">$三星(SMSN.UK)$</a>三星27年利润就会超过达子，而且再过些年，三星的年利润甚至有机会是达子的两倍，完全有资格取代达子成为全球第一赚钱，市值第一的公司","text":"$三星(SMSN.UK)$三星27年利润就会超过达子，而且再过些年，三星的年利润甚至有机会是达子的两倍，完全有资格取代达子成为全球第一赚钱，市值第一的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552029709287504","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551670819811408,"gmtCreate":1775722151167,"gmtModify":1775722153482,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$</a>战争目前最大的得利方是美国。在打下来，资本都会美国了，美元以及资产已替代黄金成为最佳避险选择","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$</a>战争目前最大的得利方是美国。在打下来，资本都会美国了，美元以及资产已替代黄金成为最佳避险选择","text":"$黄金主连 2606(GCmain)$战争目前最大的得利方是美国。在打下来，资本都会美国了，美元以及资产已替代黄金成为最佳避险选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551670819811408","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551344303984704,"gmtCreate":1775642434323,"gmtModify":1775642437282,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a>我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a>我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行","text":"$南方两倍做多海力士(07709)$我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551344303984704","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550975202734224,"gmtCreate":1775552414052,"gmtModify":1775552434537,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2605(CLmain)$</a>清明节前原油看涨期权的仓位重了，节后回来亏了不少。搞不懂为啥内盘原油这么弱，相对布伦特是折价而且折价还在扩大。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2605(CLmain)$</a>清明节前原油看涨期权的仓位重了，节后回来亏了不少。搞不懂为啥内盘原油这么弱，相对布伦特是折价而且折价还在扩大。","text":"$WTI原油主连 2605(CLmain)$清明节前原油看涨期权的仓位重了，节后回来亏了不少。搞不懂为啥内盘原油这么弱，相对布伦特是折价而且折价还在扩大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/550975202734224","isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436088816486417","authorId":"3436088816486417","name":"2的10次方之第一次","avatar":"https://static.tigerbbs.com/d90cefb9a322789f606729f80620a6e7","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3436088816486417","idStr":"3436088816486417"},"content":"想啥呢，你看看AH股，公司都是一个，只有上市地点不一样。期权不好搞期限太短，期货拿稳就行","text":"想啥呢，你看看AH股，公司都是一个，只有上市地点不一样。期权不好搞期限太短，期货拿稳就行","html":"想啥呢，你看看AH股，公司都是一个，只有上市地点不一样。期权不好搞期限太短，期货拿稳就行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549516797153376,"gmtCreate":1775196268481,"gmtModify":1775196271271,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"themes":[],"title":"","htmlText":"<a 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