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哈里吨冲击
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哈里吨冲击
哈里吨冲击
·
2024-10-19
$京东(JD)$
京东不看好!价格贵,同样的东西,京东是最贵的!就是物流快点!买家电,京东自己的线下都比线上便宜不少!实体店现在比京东便宜已经成了常态!随着越来越多的人醒悟,京东没前途的!
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哈里吨冲击
哈里吨冲击
·
2024-10-14
$特斯拉(TSLA)$
特斯拉不需要多空担心,科技及技术趋势已形成,马斯克已成为21世纪以来最伟大的发明创造者,接下来就买好股票,静静地看著特斯拉科技趋势向上发展,股价也会因此受惠继续往下个阶段迈进。
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哈里吨冲击
哈里吨冲击
·
2024-10-14
$阿里巴巴(BABA)$
觉得阿里的货币化是一个很快有结果的点。尤其9.1号开始取消年费改成千分之六的服务费这一点,三季度报可能体现的不会很明显(因为只有一个月),但是四季度报一定会充分体现这一点。在高佣金的基础上加收服务费,会给大商家带来一部分压力,但是对新商家是比较友好的。长期看不知道会有什么变化,但是短期来看,七八万亿GMV体量,这个变化带来的营收利润增量是巨大的。抵消一部分软件服务费的支持和减免以及其他支持费用,我觉得也会有一个明显的利润提升。今天又加了一点仓,等四季度财报。
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哈里吨冲击
哈里吨冲击
·
2024-10-13
$苹果(AAPL)$
苹果,负债80%,现金少的可怜。业绩增长仅6%,PE36倍。举债式回购,当玩不下去的时候,离崩还有多远!
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哈里吨冲击
哈里吨冲击
·
2024-10-12
$特斯拉(TSLA)$
这波到170,财报后130。可以空完这波回到英伟达,当然做空风险收益不是很好,操作思路上可以小仓位空,主升浪给到英伟达,它不是说2027才上嘛,那就届时英伟达涨5倍后再来抄底好了,100
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哈里吨冲击
哈里吨冲击
·
2024-10-12
$腾讯控股(00700)$
各种估值方式,都可以作为参考。按照ROE-PB来估值,腾讯的合理估值也在1000-1500左右。从各种标准看,腾讯目前都仍然是低估的。
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哈里吨冲击
哈里吨冲击
·
2024-10-12
$美国超微公司(AMD)$
获得10-20%的份额是市场的内在要求。只要amd提供的产品差不多就可以了。日、周、月、季线提示年底前有一大波up
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哈里吨冲击
哈里吨冲击
·
2024-10-11
$特斯拉(TSLA)$
把特斯拉仅仅看成一家汽车公司,肯定是错的!汽车只是机器人的一种类型!Space X旗下的猎鹰火箭未来也很有可能会进化为飞行机器人!传感器技术、芯片技术、电池技术,特斯拉全部掌握了!就像吴泳铭所说:未来凡是可以移动的物体,都会变成机器人!汽车的自动驾驶能力,其实就是最高等级的人工智能技术之一,只不过目前离真正彻底成熟还有一段距离!
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哈里吨冲击
哈里吨冲击
·
2024-10-11
$中芯国际(00981)$
创出历史新高指日可待!1港股中芯历史高点为44元。当时生产能力市场环境与当前完全不同。当下可合理推测是村里先进制程独苗。2成熟制程领域,最近听到有分析说联电和力积电面临产能需求不足,准备降价求市场,而内地的成熟制程(如华虹)接单都接不过来。市场格局已完全翻转。
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哈里吨冲击
哈里吨冲击
·
2024-10-10
$美团-W(03690)$
都在预期财政会去大搞基建.个人预期不可能再大基建了.建多了根本就是浪费.财政重点补贴消费概率才是最大的.消费单王,美团!
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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"0\"></v-v> 京东不看好!价格贵,同样的东西,京东是最贵的!就是物流快点!买家电,京东自己的线下都比线上便宜不少!实体店现在比京东便宜已经成了常态!随着越来越多的人醒悟,京东没前途的!","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"0\"></v-v> 京东不看好!价格贵,同样的东西,京东是最贵的!就是物流快点!买家电,京东自己的线下都比线上便宜不少!实体店现在比京东便宜已经成了常态!随着越来越多的人醒悟,京东没前途的!","text":"$京东(JD)$ 京东不看好!价格贵,同样的东西,京东是最贵的!就是物流快点!买家电,京东自己的线下都比线上便宜不少!实体店现在比京东便宜已经成了常态!随着越来越多的人醒悟,京东没前途的!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361634770214952","isVote":1,"tweetType":1,"viewCount":3043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359982426288432,"gmtCreate":1728895128193,"gmtModify":1728895130058,"author":{"id":"9000000000000299","authorId":"9000000000000299","name":"哈里吨冲击","avatar":"https://static.tigerbbs.com/d5e494a36ad24a3771c97463c476f0ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000299","authorIdStr":"9000000000000299"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 特斯拉不需要多空担心,科技及技术趋势已形成,马斯克已成为21世纪以来最伟大的发明创造者,接下来就买好股票,静静地看著特斯拉科技趋势向上发展,股价也会因此受惠继续往下个阶段迈进。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v 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觉得阿里的货币化是一个很快有结果的点。尤其9.1号开始取消年费改成千分之六的服务费这一点,三季度报可能体现的不会很明显(因为只有一个月),但是四季度报一定会充分体现这一点。在高佣金的基础上加收服务费,会给大商家带来一部分压力,但是对新商家是比较友好的。长期看不知道会有什么变化,但是短期来看,七八万亿GMV体量,这个变化带来的营收利润增量是巨大的。抵消一部分软件服务费的支持和减免以及其他支持费用,我觉得也会有一个明显的利润提升。今天又加了一点仓,等四季度财报。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v> 觉得阿里的货币化是一个很快有结果的点。尤其9.1号开始取消年费改成千分之六的服务费这一点,三季度报可能体现的不会很明显(因为只有一个月),但是四季度报一定会充分体现这一点。在高佣金的基础上加收服务费,会给大商家带来一部分压力,但是对新商家是比较友好的。长期看不知道会有什么变化,但是短期来看,七八万亿GMV体量,这个变化带来的营收利润增量是巨大的。抵消一部分软件服务费的支持和减免以及其他支持费用,我觉得也会有一个明显的利润提升。今天又加了一点仓,等四季度财报。","text":"$阿里巴巴(BABA)$ 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苹果,负债80%,现金少的可怜。业绩增长仅6%,PE36倍。举债式回购,当玩不下去的时候,离崩还有多远!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 苹果,负债80%,现金少的可怜。业绩增长仅6%,PE36倍。举债式回购,当玩不下去的时候,离崩还有多远!","text":"$苹果(AAPL)$ 苹果,负债80%,现金少的可怜。业绩增长仅6%,PE36倍。举债式回购,当玩不下去的时候,离崩还有多远!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359662840701360","isVote":1,"tweetType":1,"viewCount":3258,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184991753743072","authorId":"4184991753743072","name":"穷鬼eeee","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4184991753743072","authorIdStr":"4184991753743072"},"content":"是的我看苹果也怪危险的","text":"是的我看苹果也怪危险的","html":"是的我看苹果也怪危险的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359385974124976,"gmtCreate":1728748589185,"gmtModify":1728778502455,"author":{"id":"9000000000000299","authorId":"9000000000000299","name":"哈里吨冲击","avatar":"https://static.tigerbbs.com/d5e494a36ad24a3771c97463c476f0ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000299","authorIdStr":"9000000000000299"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 这波到170,财报后130。可以空完这波回到英伟达,当然做空风险收益不是很好,操作思路上可以小仓位空,主升浪给到英伟达,它不是说2027才上嘛,那就届时英伟达涨5倍后再来抄底好了,100","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 这波到170,财报后130。可以空完这波回到英伟达,当然做空风险收益不是很好,操作思路上可以小仓位空,主升浪给到英伟达,它不是说2027才上嘛,那就届时英伟达涨5倍后再来抄底好了,100","text":"$特斯拉(TSLA)$ 这波到170,财报后130。可以空完这波回到英伟达,当然做空风险收益不是很好,操作思路上可以小仓位空,主升浪给到英伟达,它不是说2027才上嘛,那就届时英伟达涨5倍后再来抄底好了,100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/359385974124976","isVote":1,"tweetType":1,"viewCount":3685,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/abf071b2cfe1d653422ff136815a3a16","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093596070918460","authorIdStr":"4093596070918460"},"content":"如果股票涨跌那么好确定,怕是没有巴菲特什么事了 [开心]","text":"如果股票涨跌那么好确定,怕是没有巴菲特什么事了 [开心]","html":"如果股票涨跌那么好确定,怕是没有巴菲特什么事了 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359218447909296,"gmtCreate":1728707689230,"gmtModify":1728707690909,"author":{"id":"9000000000000299","authorId":"9000000000000299","name":"哈里吨冲击","avatar":"https://static.tigerbbs.com/d5e494a36ad24a3771c97463c476f0ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000299","authorIdStr":"9000000000000299"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 各种估值方式,都可以作为参考。按照ROE-PB来估值,腾讯的合理估值也在1000-1500左右。从各种标准看,腾讯目前都仍然是低估的。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 各种估值方式,都可以作为参考。按照ROE-PB来估值,腾讯的合理估值也在1000-1500左右。从各种标准看,腾讯目前都仍然是低估的。","text":"$腾讯控股(00700)$ 各种估值方式,都可以作为参考。按照ROE-PB来估值,腾讯的合理估值也在1000-1500左右。从各种标准看,腾讯目前都仍然是低估的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359218447909296","isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359189928902816,"gmtCreate":1728700865452,"gmtModify":1728700870957,"author":{"id":"9000000000000299","authorId":"9000000000000299","name":"哈里吨冲击","avatar":"https://static.tigerbbs.com/d5e494a36ad24a3771c97463c476f0ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000299","authorIdStr":"9000000000000299"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 获得10-20%的份额是市场的内在要求。只要amd提供的产品差不多就可以了。日、周、月、季线提示年底前有一大波up","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 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