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投资自由
投资自由
·
12-04 00:03
大伙儿注意看啊，
$微软(MSFT)$
官方出来辟谣了，说那些关于削减销售配额的消息压根不属实
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111
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投资自由
·
11-28
华尔街某些操作实在令人费解，非要抛售明显被低估的
$微软(MSFT)$
。要知道这家公司不仅持有OpenAI 27%的股权，还能持续获得他们20%的营收直到通用人工智能实现。
看
955
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1
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编组 21备份 2
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投资自由
·
11-26
$苹果(AAPL)$
300大关步步逼近，稳扎稳打持续上行。拿稳筹码别松手，看那些没格局的为几分钱波动哭鼻子去吧。
看
394
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1
编组 21备份 2
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投资自由
·
11-26
$微软(MSFT)$
微软这股票现在简直是金子蒙尘，严重超卖。等市场反应过来，股价绝对要一飞冲天冲上600刀。老老实实价值投资才是王道，我从93年持有到现在，账户里的数字看着就舒坦，打死都不卖！
看
1,322
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1
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点赞
编组 21备份 2
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投资自由
投资自由
·
11-24
每次财报后股价下挫，总会在大约季度中段收复失地。这就是投资
$微软(MSFT)$
的秘籍——抓住财报后的背离信号，然后长期持有。
看
1,744
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1
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编组 21备份 2
分享
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投资自由
投资自由
·
11-17
木头姐的Gene Munster最近又发话了，说
$苹果(AAPL)$
接下来三到六个月能涨两成，三月要上的AI版Siri和产品周期都是板上钉钉的利好。要我说325刀这个价位确实没毛病。
看
929
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点赞
编组 21备份 2
分享
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投资自由
投资自由
·
11-12
当
$苹果(AAPL)$
冲上300美元时，空头们还在痴心妄想它会跌到290甚至280，一边却悄悄调高目标价，这波操作真是让人笑掉大牙。
看
609
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点赞
编组 21备份 2
分享
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投资自由
投资自由
·
11-03
这位财务负责人在
$微软(MSFT)$
财报会上的表态可谓实事求是。明确表示Azure到2026财年都会受限于机房空间和电力供应，这种坦诚反而展现了基建部署的清晰路线图。相较于画大饼的管理层，这种基于物理限制的预期管理更显战略定力。
看
849
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点赞
点赞
编组 21备份 2
分享
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投资自由
投资自由
·
10-30
$微软(MSFT)$
微软这波操作真是让人摸不着头脑——给OpenAI投了31亿刀，摊薄每股成本才0.41刀，财报照样轻松超预期，这也能算利空？人家在Azure的GPU上疯狂撒币，结果云服务收入本季度暴涨40%，这操作难道不香吗？
看
675
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投资自由
投资自由
·
10-16
手机到处卖断货，官网下单要等三四周，
$苹果(AAPL)$
在印度和天朝的销量蹭蹭涨...铁证如山的数据摆着，这股价不飞都难。不信邪的可以去
$At&T(T)$
门店和水果官网查库存，眼见为实
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673
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</a><v-v data-views=\"1\"></v-v> 微软这股票现在简直是金子蒙尘，严重超卖。等市场反应过来，股价绝对要一飞冲天冲上600刀。老老实实价值投资才是王道，我从93年持有到现在，账户里的数字看着就舒坦，打死都不卖！","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 微软这股票现在简直是金子蒙尘，严重超卖。等市场反应过来，股价绝对要一飞冲天冲上600刀。老老实实价值投资才是王道，我从93年持有到现在，账户里的数字看着就舒坦，打死都不卖！","text":"$微软(MSFT)$ 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</a>的秘籍——抓住财报后的背离信号，然后长期持有。","text":"每次财报后股价下挫，总会在大约季度中段收复失地。这就是投资$微软(MSFT)$ 的秘籍——抓住财报后的背离信号，然后长期持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/503601617232048","isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3518227187146437","authorIdStr":"3518227187146437"},"content":"这评论啥意思？卖谷买微软吗？","text":"这评论啥意思？卖谷买微软吗？","html":"这评论啥意思？卖谷买微软吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501003080380808,"gmtCreate":1763317627000,"gmtModify":1763394160705,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"木头姐的Gene Munster最近又发话了，说<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>接下来三到六个月能涨两成，三月要上的AI版Siri和产品周期都是板上钉钉的利好。要我说325刀这个价位确实没毛病。","listText":"木头姐的Gene Munster最近又发话了，说<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>接下来三到六个月能涨两成，三月要上的AI版Siri和产品周期都是板上钉钉的利好。要我说325刀这个价位确实没毛病。","text":"木头姐的Gene Munster最近又发话了，说$苹果(AAPL)$ 接下来三到六个月能涨两成，三月要上的AI版Siri和产品周期都是板上钉钉的利好。要我说325刀这个价位确实没毛病。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501003080380808","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499267542372600,"gmtCreate":1762893992000,"gmtModify":1762959963340,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"当<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>冲上300美元时，空头们还在痴心妄想它会跌到290甚至280，一边却悄悄调高目标价，这波操作真是让人笑掉大牙。","listText":"当<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>冲上300美元时，空头们还在痴心妄想它会跌到290甚至280，一边却悄悄调高目标价，这波操作真是让人笑掉大牙。","text":"当$苹果(AAPL)$ 冲上300美元时，空头们还在痴心妄想它会跌到290甚至280，一边却悄悄调高目标价，这波操作真是让人笑掉大牙。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499267542372600","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496027331244280,"gmtCreate":1762101540000,"gmtModify":1762154691901,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"这位财务负责人在<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>财报会上的表态可谓实事求是。明确表示Azure到2026财年都会受限于机房空间和电力供应，这种坦诚反而展现了基建部署的清晰路线图。相较于画大饼的管理层，这种基于物理限制的预期管理更显战略定力。","listText":"这位财务负责人在<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>财报会上的表态可谓实事求是。明确表示Azure到2026财年都会受限于机房空间和电力供应，这种坦诚反而展现了基建部署的清晰路线图。相较于画大饼的管理层，这种基于物理限制的预期管理更显战略定力。","text":"这位财务负责人在$微软(MSFT)$ 财报会上的表态可谓实事求是。明确表示Azure到2026财年都会受限于机房空间和电力供应，这种坦诚反而展现了基建部署的清晰路线图。相较于画大饼的管理层，这种基于物理限制的预期管理更显战略定力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496027331244280","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494730651611384,"gmtCreate":1761785399000,"gmtModify":1761837141112,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>微软这波操作真是让人摸不着头脑——给OpenAI投了31亿刀，摊薄每股成本才0.41刀，财报照样轻松超预期，这也能算利空？人家在Azure的GPU上疯狂撒币，结果云服务收入本季度暴涨40%，这操作难道不香吗？","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>微软这波操作真是让人摸不着头脑——给OpenAI投了31亿刀，摊薄每股成本才0.41刀，财报照样轻松超预期，这也能算利空？人家在Azure的GPU上疯狂撒币，结果云服务收入本季度暴涨40%，这操作难道不香吗？","text":"$微软(MSFT)$ 微软这波操作真是让人摸不着头脑——给OpenAI投了31亿刀，摊薄每股成本才0.41刀，财报照样轻松超预期，这也能算利空？人家在Azure的GPU上疯狂撒币，结果云服务收入本季度暴涨40%，这操作难道不香吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494730651611384","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489819759780232,"gmtCreate":1760544335000,"gmtModify":1760629823722,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"手机到处卖断货，官网下单要等三四周，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>在印度和天朝的销量蹭蹭涨...铁证如山的数据摆着，这股价不飞都难。不信邪的可以去<a href=\"https://laohu8.com/S/T\">$At&T(T)$ </a>门店和水果官网查库存，眼见为实","listText":"手机到处卖断货，官网下单要等三四周，<a 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