Replying t_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

大妮儿
05-08

Replying to @帅帅的爸爸:正常调整//@帅帅的爸爸:业绩大超预期股价却扑街，明摆着就是借利好出货

# 光通信集体反弹,没有消息也能涨一天?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":562041654912960,"tweetId":"562041654912960","gmtCreate":1778248978926,"gmtModify":1778249721466,"author":{"id":3536855912478993,"idStr":"3536855912478993","authorId":3536855912478993,"authorIdStr":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","exceedPercentage":"93.42%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1101,"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":16,"starInvestorFlag":false},"themes":[{"themeId":"29fb15e9f54f45f980545c523e191b7b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"光通信集体反弹,没有消息也能涨一天?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":29fb15e9f54f45f980545c523e191b7b}&rnconfig={\"headerBarHidden\": true}","description":"光通信周三集体反弹。Lumentum收涨9.59%报919.40美元,领涨标普500,Marvell收涨3.61%报229.71美元,同一天AXT涨11.44%,Semtech涨11.03%,Coherent涨约6%。翻了一圈,没有一条属于Lumentum自己的消息:没有财报,没有指引,没有订单,也没有评级调整。市场把这轮涨归到两件事上,一是这批票前面跌得太深,周三是超跌之后的回补;二是共封装光学的热度,AXT当天就是被点名成这个方向的赢家。对照着看更清楚,周一重挫14%的康宁这天没跟上。多头的抓手是AI要搬的数据早晚得落到光这一层,产能是真紧的;空头的抓手是没有公司层面的消息撑着,涨得快的退得也快。这轮光通信的涨,有多少是真需求?","image":"https://static.tigerbbs.com/3ea3c1f13bb50f0c044b1363d2613c34"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:正常调整//<a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:业绩大超预期股价却扑街，明摆着就是借利好出货</body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:正常调整//<a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:业绩大超预期股价却扑街，明摆着就是借利好出货</body></html>","text":"Replying to @帅帅的爸爸:正常调整//@帅帅的爸爸:业绩大超预期股价却扑街，明摆着就是借利好出货","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/562041654912960","repostId":0,"isVote":1,"tweetType":1,"viewCount":3111,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":87,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}