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互联网野生股神
互联网野生股神
·
05-27 06:30
$苹果(AAPL)$
苹果在AI上起步不顺，但这反而可能成为它最大的优势。 美国银行的分析师Wamsi Mohan在周二的报告中提到，苹果对其生态系统的全面掌控——从芯片到操作系统——为它构筑了一道“AI护城河”。我看下来，这可能会在它的AI布局中起到关键作用。
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互联网野生股神
互联网野生股神
·
05-22
$微软(MSFT)$
机构资金在持续积累。我看年底前股价能冲到历史高点。
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4
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互联网野生股神
互联网野生股神
·
05-21
$微软(MSFT)$
MSFT 这个代码最妙的一点是，如果 NVDA 财报后像往常一样下跌，MSFT 就会涨；而如果 NVDA 这次上涨，市场整体向上，MSFT 也会跟着涨。目前在我看来是最稳的玩法，怎么都不会亏。
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889
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互联网野生股神
互联网野生股神
·
05-19
$微软(MSFT)$
市场调整和回调时，微软会继续反弹到500美元，然后600美元。
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220
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互联网野生股神
互联网野生股神
·
05-15
$微软(MSFT)$
现在很多人都在吐槽Copilot，但我自己用下来，它和Office 365整合得真好，体验很不错。
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341
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互联网野生股神
互联网野生股神
·
05-14
$特斯拉(TSLA)$
有意思的是，这些做空的还在重复三年前关于特斯拉的那套说辞，而公司每天都在持续进步。
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144
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互联网野生股神
互联网野生股神
·
05-04
$微软(MSFT)$
我看下来，微软无论哪种前沿模型领先都会受益。如果OpenAI主导，微软赢；如果Anthropic崛起，微软也赢；要是两者竞争，微软反而赢更多，毕竟Azure需求会激增。
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互联网野生股神
互联网野生股神
·
05-04
$苹果(AAPL)$
苹果最近遇到个“甜蜜的烦恼”：Mac 根本不够卖。在 2026 财年第二季度的财报电话会上，CEO 库克确认，Mac 系列产品的需求已经超过了公司的供应能力。
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446
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互联网野生股神
互联网野生股神
·
05-01
$苹果(AAPL)$
苹果这次的指引非常强劲，有两位数增长。唯一的负面因素就是内存价格了。 等到九月，它加入AI并翻转iPhone，我看这股票到明年夏天能值350到400美元。对我来说，这个目标价是合理的。
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717
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互联网野生股神
互联网野生股神
·
04-30
$苹果(AAPL)$
不需要投入资本开支，就能以十亿美元的成本享受到谷歌Gemini。Macbook Neo会主导个人电脑市场，而iPhone在美国市场也享有垄断地位。
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果在AI上起步不顺，但这反而可能成为它最大的优势。 美国银行的分析师Wamsi Mohan在周二的报告中提到，苹果对其生态系统的全面掌控——从芯片到操作系统——为它构筑了一道“AI护城河”。我看下来，这可能会在它的AI布局中起到关键作用。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果在AI上起步不顺，但这反而可能成为它最大的优势。 美国银行的分析师Wamsi Mohan在周二的报告中提到，苹果对其生态系统的全面掌控——从芯片到操作系统——为它构筑了一道“AI护城河”。我看下来，这可能会在它的AI布局中起到关键作用。","text":"$苹果(AAPL)$ 苹果在AI上起步不顺，但这反而可能成为它最大的优势。 美国银行的分析师Wamsi Mohan在周二的报告中提到，苹果对其生态系统的全面掌控——从芯片到操作系统——为它构筑了一道“AI护城河”。我看下来，这可能会在它的AI布局中起到关键作用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568821024256368","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566925636501848,"gmtCreate":1779381750000,"gmtModify":1779690559758,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 机构资金在持续积累。我看年底前股价能冲到历史高点。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 机构资金在持续积累。我看年底前股价能冲到历史高点。","text":"$微软(MSFT)$ 机构资金在持续积累。我看年底前股价能冲到历史高点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566925636501848","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566644268204040,"gmtCreate":1779298560000,"gmtModify":1779432392292,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>MSFT 这个代码最妙的一点是，如果 NVDA 财报后像往常一样下跌，MSFT 就会涨；而如果 NVDA 这次上涨，市场整体向上，MSFT 也会跟着涨。目前在我看来是最稳的玩法，怎么都不会亏。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>MSFT 这个代码最妙的一点是，如果 NVDA 财报后像往常一样下跌，MSFT 就会涨；而如果 NVDA 这次上涨，市场整体向上，MSFT 也会跟着涨。目前在我看来是最稳的玩法，怎么都不会亏。","text":"$微软(MSFT)$ MSFT 这个代码最妙的一点是，如果 NVDA 财报后像往常一样下跌，MSFT 就会涨；而如果 NVDA 这次上涨，市场整体向上，MSFT 也会跟着涨。目前在我看来是最稳的玩法，怎么都不会亏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566644268204040","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565936024977768,"gmtCreate":1779126716000,"gmtModify":1779248049901,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>市场调整和回调时，微软会继续反弹到500美元，然后600美元。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>市场调整和回调时，微软会继续反弹到500美元，然后600美元。","text":"$微软(MSFT)$ 市场调整和回调时，微软会继续反弹到500美元，然后600美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565936024977768","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564551412535304,"gmtCreate":1778806101000,"gmtModify":1779084142646,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>现在很多人都在吐槽Copilot，但我自己用下来，它和Office 365整合得真好，体验很不错。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>现在很多人都在吐槽Copilot，但我自己用下来，它和Office 365整合得真好，体验很不错。","text":"$微软(MSFT)$ 现在很多人都在吐槽Copilot，但我自己用下来，它和Office 365整合得真好，体验很不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564551412535304","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564110086181208,"gmtCreate":1778696253000,"gmtModify":1778753674446,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>有意思的是，这些做空的还在重复三年前关于特斯拉的那套说辞，而公司每天都在持续进步。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>有意思的是，这些做空的还在重复三年前关于特斯拉的那套说辞，而公司每天都在持续进步。","text":"$特斯拉(TSLA)$ 有意思的是，这些做空的还在重复三年前关于特斯拉的那套说辞，而公司每天都在持续进步。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564110086181208","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560645215535968,"gmtCreate":1777906707000,"gmtModify":1777984602174,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 我看下来，微软无论哪种前沿模型领先都会受益。如果OpenAI主导，微软赢；如果Anthropic崛起，微软也赢；要是两者竞争，微软反而赢更多，毕竟Azure需求会激增。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 我看下来，微软无论哪种前沿模型领先都会受益。如果OpenAI主导，微软赢；如果Anthropic崛起，微软也赢；要是两者竞争，微软反而赢更多，毕竟Azure需求会激增。","text":"$微软(MSFT)$ 我看下来，微软无论哪种前沿模型领先都会受益。如果OpenAI主导，微软赢；如果Anthropic崛起，微软也赢；要是两者竞争，微软反而赢更多，毕竟Azure需求会激增。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560645215535968","isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560569543557824,"gmtCreate":1777889317000,"gmtModify":1777984601458,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果最近遇到个“甜蜜的烦恼”：Mac 根本不够卖。在 2026 财年第二季度的财报电话会上，CEO 库克确认，Mac 系列产品的需求已经超过了公司的供应能力。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果最近遇到个“甜蜜的烦恼”：Mac 根本不够卖。在 2026 财年第二季度的财报电话会上，CEO 库克确认，Mac 系列产品的需求已经超过了公司的供应能力。","text":"$苹果(AAPL)$ 苹果最近遇到个“甜蜜的烦恼”：Mac 根本不够卖。在 2026 财年第二季度的财报电话会上，CEO 库克确认，Mac 系列产品的需求已经超过了公司的供应能力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560569543557824","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559376527672168,"gmtCreate":1777585736000,"gmtModify":1777647791568,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果这次的指引非常强劲，有两位数增长。唯一的负面因素就是内存价格了。 等到九月，它加入AI并翻转iPhone，我看这股票到明年夏天能值350到400美元。对我来说，这个目标价是合理的。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果这次的指引非常强劲，有两位数增长。唯一的负面因素就是内存价格了。 等到九月，它加入AI并翻转iPhone，我看这股票到明年夏天能值350到400美元。对我来说，这个目标价是合理的。","text":"$苹果(AAPL)$ 苹果这次的指引非常强劲，有两位数增长。唯一的负面因素就是内存价格了。 等到九月，它加入AI并翻转iPhone，我看这股票到明年夏天能值350到400美元。对我来说，这个目标价是合理的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559376527672168","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559215798240104,"gmtCreate":1777549276000,"gmtModify":1777647764368,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"互联网野生股神","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>不需要投入资本开支，就能以十亿美元的成本享受到谷歌Gemini。Macbook Neo会主导个人电脑市场，而iPhone在美国市场也享有垄断地位。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>不需要投入资本开支，就能以十亿美元的成本享受到谷歌Gemini。Macbook Neo会主导个人电脑市场，而iPhone在美国市场也享有垄断地位。","text":"$苹果(AAPL)$ 不需要投入资本开支，就能以十亿美元的成本享受到谷歌Gemini。Macbook Neo会主导个人电脑市场，而iPhone在美国市场也享有垄断地位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559215798240104","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}