高通向上，ARM下，后市看好哪一只？ - 老虎社区

{"data":{"themeId":"7b1c86c4545c4665a3f93b7281240256","name":"高通向上，ARM下，后市看好哪一只？","description":"手机市场复苏利好，高通上季盈利增超30%，本季指引碾压预期，盘后一度拉涨10%。相反ARM三财季营收并未大超预期，盘后下跌。【两只芯片股你更看好哪一只？】","image":"https://static.tigerbbs.com/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1730776019827,"userCounts":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7b1c86c4545c4665a3f93b7281240256}&rnconfig={\"headerBarHidden\": 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但你逻辑对了不代表你能执行下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368995304530104","isVote":1,"tweetType":1,"viewCount":3068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368438781809016,"gmtCreate":1730988451956,"gmtModify":1730988462483,"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458349567571181","idStr":"3458349567571181"},"themes":[],"htmlText":"不是，他只是告诉你说现在有这么一个关系，就是说有可能会导致现有的这些芯片销售受阻，但是这只是一个信息的公开，不过让有一些流量添油加醋了。","listText":"不是，他只是告诉你说现在有这么一个关系，就是说有可能会导致现有的这些芯片销售受阻，但是这只是一个信息的公开，不过让有一些流量添油加醋了。","text":"不是，他只是告诉你说现在有这么一个关系，就是说有可能会导致现有的这些芯片销售受阻，但是这只是一个信息的公开，不过让有一些流量添油加醋了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368438781809016","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368504341667872,"gmtCreate":1730984471900,"gmtModify":1730984473993,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010491","idStr":"10000000000010491"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 果然145还是太贵了，之前160更不用说..... 财报后回到135可以开始考虑进了.....目标价130....","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 果然145还是太贵了，之前160更不用说..... 财报后回到135可以开始考虑进了.....目标价130....","text":"$ARM Holdings Ltd(ARM)$ 果然145还是太贵了，之前160更不用说..... 财报后回到135可以开始考虑进了.....目标价130....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368504341667872","isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368503978250272,"gmtCreate":1730984383175,"gmtModify":1730984385502,"author":{"id":"10000000000010486","authorId":"10000000000010486","name":"理想之城","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010486","idStr":"10000000000010486"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ARM得给高通降低费用，等ARM真正主导了Windows生态，那时候他们的竞争优势才会显现。现在ARM要是和高通翻脸，高通自己搞架构，微软说不定也会考虑换掉ARM。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ARM得给高通降低费用，等ARM真正主导了Windows生态，那时候他们的竞争优势才会显现。现在ARM要是和高通翻脸，高通自己搞架构，微软说不定也会考虑换掉ARM。","text":"$ARM Holdings Ltd(ARM)$ ARM得给高通降低费用，等ARM真正主导了Windows生态，那时候他们的竞争优势才会显现。现在ARM要是和高通翻脸，高通自己搞架构，微软说不定也会考虑换掉ARM。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368503978250272","isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368450786811976,"gmtCreate":1730971321340,"gmtModify":1730971323406,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010480","idStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 每个现代数字芯片都需要CPU，而ARM无敌的软件生态系统而成为大多数芯片设计的第一选择，后面涨起来是肯定的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 每个现代数字芯片都需要CPU，而ARM无敌的软件生态系统而成为大多数芯片设计的第一选择，后面涨起来是肯定的","text":"$ARM Holdings Ltd(ARM)$ 每个现代数字芯片都需要CPU，而ARM无敌的软件生态系统而成为大多数芯片设计的第一选择，后面涨起来是肯定的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368450786811976","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368450697465928,"gmtCreate":1730971299528,"gmtModify":1730971301364,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 高通之前说ARM&nbsp;威胁停止ARM所有授权，感觉有高通芯片都要停止卖了，现在这事消失匿迹了？现在把人吓出筹码措辞那么极端了？我还真上当了。记录一下，牢记教训！","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 高通之前说ARM&nbsp;威胁停止ARM所有授权，感觉有高通芯片都要停止卖了，现在这事消失匿迹了？现在把人吓出筹码措辞那么极端了？我还真上当了。记录一下，牢记教训！","text":"$高通(QCOM)$ 高通之前说ARM 威胁停止ARM所有授权，感觉有高通芯片都要停止卖了，现在这事消失匿迹了？现在把人吓出筹码措辞那么极端了？我还真上当了。记录一下，牢记教训！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/368450697465928","isVote":1,"tweetType":1,"viewCount":3712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3458349567571181","idStr":"3458349567571181"},"content":"不是，他只是告诉你说现在有这么一个关系，就是说有可能会导致现有的这些芯片销售受阻，但是这只是一个信息的公开，不过让有一些流量添油加醋了。","text":"不是，他只是告诉你说现在有这么一个关系，就是说有可能会导致现有的这些芯片销售受阻，但是这只是一个信息的公开，不过让有一些流量添油加醋了。","html":"不是，他只是告诉你说现在有这么一个关系，就是说有可能会导致现有的这些芯片销售受阻，但是这只是一个信息的公开，不过让有一些流量添油加醋了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368424593809480,"gmtCreate":1730964926564,"gmtModify":1730965042367,"author":{"id":"3527667608392900","authorId":"3527667608392900","name":"芯潮","avatar":"https://static.tigerbbs.com/feac0f5f370e5db4646bf8b1ef22253f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667608392900","idStr":"3527667608392900"},"themes":[],"title":"ARM无限好，只是估值太高！","htmlText":"昨日美股盘后，ARM公布了2025财年二季报，对应截止今年9月30日的季度业绩，数据超预期，但因下季度指引不及预期，盘后股价大跌5%： <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 单看二季度，无论是营收还是利润，ARM的表现都相当亮眼：其中，二季度营收8.44亿，同比增长4.7%，超过分析师预期的8.1亿：从增速上看，对比此前40%左右的成长性，二季度4.7%的增速似乎暴雷了。但实际上，ARM作为芯片设计底层架构，收入主要来源于技术授权，加上规模较小，有时候碰上大单异动，当季数据就可能出现大幅波动。如果拉长时间看，ARM依然保持了稳定增长，比如管理层预计三季度营收在9.2-9.7亿美元之间，中值虽然低于分析师预期的9.5亿，但考虑到此前ARM业绩连续超预期，按照9.7指引上限算，ARM三季度营收增速有望达到17.7%。除此之外，ARM维持了2025财年38-41亿的营收指引，取中值算，同比增长22.2%：因此，抛开季度业绩波动，ARM前景可期！其实，从基本面来看，ARM不缺成长，唯一值得商榷的就是估值，由于ARM现在收入规模小、研发投入大，因此利润并不好，若采用市销率估值计算，当下的倍数为42倍，比英伟达的35倍都要高：虽说ARM的毛利率高达96%，远高于英伟达、新思科技等可比公司，但市销率估值确实夸张，尤其是现在依然在投入期，研发费用很难降低，利润释放仍需时日。因此，当ARM财报稍有瑕疵时，股价往往跌幅较大。不过，ARM做的生意实在是太好了，估值高也可以理解。未来，ARM依然是绕不过去的半导体或AI巨头，发展潜力无限。比如早年ARM架构主要应用在手机上，而现在，随着AI的出现，对电子产品的性能和功耗提出了较高的要求，传统的X86架构在应对上有所乏力，而ARM架构在这方面有一定的优势。因此，A","listText":"昨日美股盘后，ARM公布了2025财年二季报，对应截止今年9月30日的季度业绩，数据超预期，但因下季度指引不及预期，盘后股价大跌5%： <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 单看二季度，无论是营收还是利润，ARM的表现都相当亮眼：其中，二季度营收8.44亿，同比增长4.7%，超过分析师预期的8.1亿：从增速上看，对比此前40%左右的成长性，二季度4.7%的增速似乎暴雷了。但实际上，ARM作为芯片设计底层架构，收入主要来源于技术授权，加上规模较小，有时候碰上大单异动，当季数据就可能出现大幅波动。如果拉长时间看，ARM依然保持了稳定增长，比如管理层预计三季度营收在9.2-9.7亿美元之间，中值虽然低于分析师预期的9.5亿，但考虑到此前ARM业绩连续超预期，按照9.7指引上限算，ARM三季度营收增速有望达到17.7%。除此之外，ARM维持了2025财年38-41亿的营收指引，取中值算，同比增长22.2%：因此，抛开季度业绩波动，ARM前景可期！其实，从基本面来看，ARM不缺成长，唯一值得商榷的就是估值，由于ARM现在收入规模小、研发投入大，因此利润并不好，若采用市销率估值计算，当下的倍数为42倍，比英伟达的35倍都要高：虽说ARM的毛利率高达96%，远高于英伟达、新思科技等可比公司，但市销率估值确实夸张，尤其是现在依然在投入期，研发费用很难降低，利润释放仍需时日。因此，当ARM财报稍有瑕疵时，股价往往跌幅较大。不过，ARM做的生意实在是太好了，估值高也可以理解。未来，ARM依然是绕不过去的半导体或AI巨头，发展潜力无限。比如早年ARM架构主要应用在手机上，而现在，随着AI的出现，对电子产品的性能和功耗提出了较高的要求，传统的X86架构在应对上有所乏力，而ARM架构在这方面有一定的优势。因此，A","text":"昨日美股盘后，ARM公布了2025财年二季报，对应截止今年9月30日的季度业绩，数据超预期，但因下季度指引不及预期，盘后股价大跌5%： $ARM Holdings Ltd(ARM)$ 单看二季度，无论是营收还是利润，ARM的表现都相当亮眼：其中，二季度营收8.44亿，同比增长4.7%，超过分析师预期的8.1亿：从增速上看，对比此前40%左右的成长性，二季度4.7%的增速似乎暴雷了。但实际上，ARM作为芯片设计底层架构，收入主要来源于技术授权，加上规模较小，有时候碰上大单异动，当季数据就可能出现大幅波动。如果拉长时间看，ARM依然保持了稳定增长，比如管理层预计三季度营收在9.2-9.7亿美元之间，中值虽然低于分析师预期的9.5亿，但考虑到此前ARM业绩连续超预期，按照9.7指引上限算，ARM三季度营收增速有望达到17.7%。除此之外，ARM维持了2025财年38-41亿的营收指引，取中值算，同比增长22.2%：因此，抛开季度业绩波动，ARM前景可期！其实，从基本面来看，ARM不缺成长，唯一值得商榷的就是估值，由于ARM现在收入规模小、研发投入大，因此利润并不好，若采用市销率估值计算，当下的倍数为42倍，比英伟达的35倍都要高：虽说ARM的毛利率高达96%，远高于英伟达、新思科技等可比公司，但市销率估值确实夸张，尤其是现在依然在投入期，研发费用很难降低，利润释放仍需时日。因此，当ARM财报稍有瑕疵时，股价往往跌幅较大。不过，ARM做的生意实在是太好了，估值高也可以理解。未来，ARM依然是绕不过去的半导体或AI巨头，发展潜力无限。比如早年ARM架构主要应用在手机上，而现在，随着AI的出现，对电子产品的性能和功耗提出了较高的要求，传统的X86架构在应对上有所乏力，而ARM架构在这方面有一定的优势。因此，A","images":[{"img":"https://static.tigerbbs.com/07c6bafb96d6e8525d1923b95ae531e0","width":"1252","height":"825"},{"img":"https://static.tigerbbs.com/4e21261623f96b355b335b6821e9a8b4","width":"1093","height":"378"},{"img":"https://static.tigerbbs.com/b51e3bb96beb4a1848154940abbf0bf7","width":"1362","height":"582"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/368424593809480","isVote":1,"tweetType":1,"viewCount":10417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},{"id":368266875637936,"gmtCreate":1730924958237,"gmtModify":1730924960585,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516188019373099","idStr":"3516188019373099"},"themes":[],"htmlText":"@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域，近年来在AI领域也取得显著进展，行业壁垒较高，财务表现强劲高通则在无线通信技术方面领先，其Snapdragon处理器在智能手机市场占据重要地位，同时持续投入AI、5G等研发，财务状况稳健，但芯片发展前景因与ARM纷争而存在一定不确定性，两家公司都拥有强大的技术实力和市场份额，但可能一定程度上偏向ARM。","listText":"@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域，近年来在AI领域也取得显著进展，行业壁垒较高，财务表现强劲高通则在无线通信技术方面领先，其Snapdragon处理器在智能手机市场占据重要地位，同时持续投入AI、5G等研发，财务状况稳健，但芯片发展前景因与ARM纷争而存在一定不确定性，两家公司都拥有强大的技术实力和市场份额，但可能一定程度上偏向ARM。","text":"@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域，近年来在AI领域也取得显著进展，行业壁垒较高，财务表现强劲高通则在无线通信技术方面领先，其Snapdragon处理器在智能手机市场占据重要地位，同时持续投入AI、5G等研发，财务状况稳健，但芯片发展前景因与ARM纷争而存在一定不确定性，两家公司都拥有强大的技术实力和市场份额，但可能一定程度上偏向ARM。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368266875637936","isVote":1,"tweetType":1,"viewCount":4806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368242579046704,"gmtCreate":1730924924063,"gmtModify":1730924927483,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516188019373099","idStr":"3516188019373099"},"themes":[],"htmlText":"@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域，近年来在AI领域也取得显著进展，行业壁垒较高，财务表现强劲高通则在无线通信技术方面领先，其Snapdragon处理器在智能手机市场占据重要地位，同时持续投入AI、5G等研发，财务状况稳健，但芯片发展前景因与ARM纷争而存在一定不确定性，两家公司都拥有强大的技术实力和市场份额，但可能一定程度上偏向ARM。","listText":"@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域，近年来在AI领域也取得显著进展，行业壁垒较高，财务表现强劲高通则在无线通信技术方面领先，其Snapdragon处理器在智能手机市场占据重要地位，同时持续投入AI、5G等研发，财务状况稳健，但芯片发展前景因与ARM纷争而存在一定不确定性，两家公司都拥有强大的技术实力和市场份额，但可能一定程度上偏向ARM。","text":"@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域，近年来在AI领域也取得显著进展，行业壁垒较高，财务表现强劲高通则在无线通信技术方面领先，其Snapdragon处理器在智能手机市场占据重要地位，同时持续投入AI、5G等研发，财务状况稳健，但芯片发展前景因与ARM纷争而存在一定不确定性，两家公司都拥有强大的技术实力和市场份额，但可能一定程度上偏向ARM。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368242579046704","isVote":1,"tweetType":1,"viewCount":3753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368168241786912,"gmtCreate":1730902416264,"gmtModify":1730902649516,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010487","idStr":"10000000000010487"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 美国的分析师这工作也太简单了吧。就业报告弱就意味着通胀要降，降息机会大，这时候就得逢低买入。就业报告强就说明经济软着陆有望，还是逢低买入。特朗普要是当选了，肯定刺激经济，逢低买入没跑。卡玛拉要是当选了，平稳过渡，照样逢低买入。反正不管怎样，就是找机会逢低买入，全仓押注也是一种聪明。[笑哭][笑哭]","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 美国的分析师这工作也太简单了吧。就业报告弱就意味着通胀要降，降息机会大，这时候就得逢低买入。就业报告强就说明经济软着陆有望，还是逢低买入。特朗普要是当选了，肯定刺激经济，逢低买入没跑。卡玛拉要是当选了，平稳过渡，照样逢低买入。反正不管怎样，就是找机会逢低买入，全仓押注也是一种聪明。[笑哭][笑哭]","text":"$高通(QCOM)$ $苹果(AAPL)$ $英伟达(NVDA)$ 美国的分析师这工作也太简单了吧。就业报告弱就意味着通胀要降，降息机会大，这时候就得逢低买入。就业报告强就说明经济软着陆有望，还是逢低买入。特朗普要是当选了，肯定刺激经济，逢低买入没跑。卡玛拉要是当选了，平稳过渡，照样逢低买入。反正不管怎样，就是找机会逢低买入，全仓押注也是一种聪明。[笑哭][笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368168241786912","isVote":1,"tweetType":1,"viewCount":5395,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3547115823390708","idStr":"3547115823390708"},"content":"现在其实就是这个逻辑 但你逻辑对了不代表你能执行下去","text":"现在其实就是这个逻辑 但你逻辑对了不代表你能执行下去","html":"现在其实就是这个逻辑 但你逻辑对了不代表你能执行下去"},{"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"content":"草 有笑到 哈哈哈哈哈哈哈哈哈","text":"草 有笑到 哈哈哈哈哈哈哈哈哈","html":"草 有笑到 哈哈哈哈哈哈哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368167704969248,"gmtCreate":1730902285205,"gmtModify":1730902287007,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010488","idStr":"10000000000010488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 还是看空这次的财报，对下个季度的报表也没什么信心，竞争太激烈了。那些还没定的授权纠纷也得算进下个季度的财报里。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 还是看空这次的财报，对下个季度的报表也没什么信心，竞争太激烈了。那些还没定的授权纠纷也得算进下个季度的财报里。","text":"$ARM Holdings Ltd(ARM)$ 还是看空这次的财报，对下个季度的报表也没什么信心，竞争太激烈了。那些还没定的授权纠纷也得算进下个季度的财报里。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368167704969248","isVote":1,"tweetType":1,"viewCount":2888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368063264890904,"gmtCreate":1730888913369,"gmtModify":1730889157811,"author":{"id":"3576659813265261","authorId":"3576659813265261","name":"乔定因","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576659813265261","idStr":"3576659813265261"},"themes":[],"htmlText":"可是一点都不涨呀","listText":"可是一点都不涨呀","text":"可是一点都不涨呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368063264890904","isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367794404442144,"gmtCreate":1730811147381,"gmtModify":1730811149318,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010488","idStr":"10000000000010488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 台积电财报一出来就看得出，现在消费电子的电池市场还在低谷，复苏的迹象一点都没有，尤其是安卓这边。所以这次财报估计好看不到哪去。再加上市场对收购英特尔这事也不怎么看好，制造部门这么大的包袱，就算是高通也够呛能搞定。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 台积电财报一出来就看得出，现在消费电子的电池市场还在低谷，复苏的迹象一点都没有，尤其是安卓这边。所以这次财报估计好看不到哪去。再加上市场对收购英特尔这事也不怎么看好，制造部门这么大的包袱，就算是高通也够呛能搞定。","text":"$高通(QCOM)$ 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