$CoreWeave_老虎社区_美港股上老虎 - 老虎社区

请叫我瞳哥

$CoreWeave, Inc.(CRWV)$ 持有仓位较小的小伙伴或打算上车而没有上到的小伙伴，今天可以寻找相对低的位置加仓或上车。

Meta周三财报，AI烧钱换增长的账算得平吗？

Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？

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。

精彩评论

宇智波萨斯给
06-04
宇智波萨斯给
盈转亏了，我要气死了
- 宇智波萨斯给:
  盘前还在跌，难绷
- 请叫我瞳哥:
  不用担心，普跌是消化前期的涨幅，耐心持有。
Yelena_007
06-04
Yelena_007
上车🚌

发表看法

4

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":571212736524440,"tweetId":"571212736524440","gmtCreate":1780495601046,"gmtModify":1780495775553,"author":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"authorIdStr":"4235754457199412","name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":169,"starInvestorFlag":false},"themes":[{"themeId":"246d44adf0dc4998b8b40765783d731c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"Meta周三财报，AI烧钱换增长的账算得平吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":246d44adf0dc4998b8b40765783d731c}&rnconfig={\"headerBarHidden\": true}","description":"Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？","image":"https://static.tigerbbs.com/5837644158c4cdb2ad323ed671c92663"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> 持有仓位较小的小伙伴或打算上车而没有上到的小伙伴，今天可以寻找相对低的位置加仓或上车。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> 持有仓位较小的小伙伴或打算上车而没有上到的小伙伴，今天可以寻找相对低的位置加仓或上车。</p></body></html>","text":"$CoreWeave, Inc.(CRWV)$ 持有仓位较小的小伙伴或打算上车而没有上到的小伙伴，今天可以寻找相对低的位置加仓或上车。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/571212736524440","repostId":0,"isVote":1,"tweetType":1,"viewCount":5303,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CRWV"],"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":106,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":571478721608104,"commentId":"571478721608104","gmtCreate":1780545431015,"gmtModify":1780545886181,"authorId":4185942917129772,"author":{"id":4185942917129772,"idStr":"4185942917129772","authorId":4185942917129772,"name":"宇智波萨斯给","avatar":"https://static.tigerbbs.com/68c460a6cd5b8148da40dee73cf48006","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","exceedPercentage":"60.49%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":1},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","name":"出道虎友","description":"加入老虎社区500天","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":571212736524440,"objectIdStr":"571212736524440","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"盈转亏了，我要气死了","text":"盈转亏了，我要气死了","html":"盈转亏了，我要气死了","likeSize":0,"commentSize":2,"subComments":[{"id":571541610750712,"commentId":"571541610750712","gmtCreate":1780560709801,"gmtModify":1780563004332,"authorId":4185942917129772,"author":{"id":4185942917129772,"idStr":"4185942917129772","authorId":4185942917129772,"name":"宇智波萨斯给","avatar":"https://static.tigerbbs.com/68c460a6cd5b8148da40dee73cf48006","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","exceedPercentage":"60.49%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":1},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","name":"出道虎友","description":"加入老虎社区500天","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":571212736524440,"objectIdStr":"571212736524440","type":1,"supId":571478721608104,"supIdStr":"571478721608104","prevId":0,"prevIdStr":"0","content":"盘前还在跌，难绷","text":"盘前还在跌，难绷","html":"盘前还在跌，难绷","disclaimerType":0},{"id":571509616372016,"commentId":"571509616372016","gmtCreate":1780552970596,"gmtModify":1780557082675,"authorId":4235754457199412,"author":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":571212736524440,"objectIdStr":"571212736524440","type":1,"supId":571478721608104,"supIdStr":"571478721608104","prevId":0,"prevIdStr":"0","content":"不用担心，普跌是消化前期的涨幅，耐心持有。","text":"不用担心，普跌是消化前期的涨幅，耐心持有。","html":"不用担心，普跌是消化前期的涨幅，耐心持有。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":571652825576584,"commentId":"571652825576584","gmtCreate":1780587863187,"gmtModify":1780589210346,"authorId":3542253909821281,"author":{"id":3542253909821281,"idStr":"3542253909821281","authorId":3542253909821281,"name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","vip":1,"hat":"https://static.tigerbbs.com/95a0ce7a7fe8e0518b38aeef5c80667c","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":571212736524440,"objectIdStr":"571212736524440","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"上车🚌","text":"上车🚌","html":"上车🚌","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/571212736524440"}