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价值大作手
02-26
$英伟达(NVDA)$
这财报电话会议简直太出色了,股价却跌了10美元。这真让我觉得不可思议。
价值大作手
02-25
$美国超微公司(AMD)$
与OpenAI的交易价值600亿美元。
$美国超微公司(AMD)$
与
$Meta Platforms, Inc.(META)$
的交易价值1000亿美元。 这将会带来巨大的收入。
价值大作手
02-24
$美国超微公司(AMD)$
$Meta Platforms, Inc.(META)$
的部分权证,只有在股价达到600美元时才会归属。
价值大作手
02-23
$英伟达(NVDA)$
我觉得,一切的关键都在于财报指引。如果指引带来惊喜,股价上涨10%是有可能看到的。
价值大作手
02-04
股价停不了
$美国超微公司(AMD)$
创新顶尖产品的脚步。
价值大作手
01-29
$英伟达(NVDA)$
,我不喜欢这次回撤... 赶紧反弹吧。
价值大作手
01-28
$美国超微公司(AMD)$
是人工智能的宝石,也是AI竞赛中的黑马。别失去信心。
价值大作手
01-23
$美国超微公司(AMD)$
我们快触历史高点了,懂这意味着什么。我们会继续上涨。如果你在变富,就笑一笑。
价值大作手
01-05
谁在试图压制
$英伟达(NVDA)$
而浪费自己或别人的钱?这简直显而易见!
价值大作手
2025-12-22
瑞穗证券将
$美国超微公司(AMD)$
的目标价定为227美元
价值大作手
2025-12-18
在财经频道看到,
$英伟达(NVDA)$
堪称行业标杆!
价值大作手
2025-12-17
$美国超微公司(AMD)$
这波行情正在酝酿某种神秘力量的助推
价值大作手
2025-12-15
包装工和海鹰会师国联决赛,至于美联这边就各凭本事了。长期看好
$英伟达(NVDA)$
价值大作手
2025-12-15
苏妈要回母校MIT当毕业典礼演讲嘉宾了!这位半导体女王的学历背景够硬核:本科MIT'90届,硕士SM'91届,博士'94届。现在可是
$美国超微公司(AMD)$
的掌门人。
价值大作手
2025-12-09
$美国超微公司(AMD)$
某些价格区域在波动中显得格外有吸引力
价值大作手
2025-12-09
这对
$美国超微公司(AMD)$
来说真是个好消息,他们还有更多潜力可以挖掘
价值大作手
2025-12-08
这处算力设施将配置50兆瓦电力容量,计划部署24,000块
$美国超微公司(AMD)$
的MI355X加速卡,通过以太网架构互连,专门针对高吞吐量AI运算场景。
价值大作手
2025-12-08
$英伟达(NVDA)$
表面强硬的策略反而会激发对手斗志,削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制,越会加速被限制方的自主创新步伐。当技术出口受阻时,自主研发进程自然获得强力推动。
价值大作手
2025-11-23
$美国超微公司(AMD)$
这家芯片厂自己预估2025年Q4营收96亿美刀,但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型,比如那两家总爱画大饼的投行,硬说只要MI300显卡卖得够猛,业绩分分钟超预期。
价值大作手
2025-11-20
$英伟达(NVDA)$
我炒股就图个乐子,天天来看空头们在线表演。别说,这群戏精从来不让我失望。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>与OpenAI的交易价值600亿美元。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>与<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>的交易价值1000亿美元。 这将会带来巨大的收入。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>与OpenAI的交易价值600亿美元。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>与<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>的交易价值1000亿美元。 这将会带来巨大的收入。","text":"$美国超微公司(AMD)$ 与OpenAI的交易价值600亿美元。 $美国超微公司(AMD)$ 与$Meta Platforms, Inc.(META)$ 的交易价值1000亿美元。 这将会带来巨大的收入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536677648150856","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536330722766880,"gmtCreate":1771937445000,"gmtModify":1772000199881,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>的部分权证,只有在股价达到600美元时才会归属。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>的部分权证,只有在股价达到600美元时才会归属。","text":"$美国超微公司(AMD)$ $Meta Platforms, Inc.(META)$ 的部分权证,只有在股价达到600美元时才会归属。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536330722766880","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535619983380808,"gmtCreate":1771780822000,"gmtModify":1771932934182,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>我觉得,一切的关键都在于财报指引。如果指引带来惊喜,股价上涨10%是有可能看到的。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>我觉得,一切的关键都在于财报指引。如果指引带来惊喜,股价上涨10%是有可能看到的。","text":"$英伟达(NVDA)$ 我觉得,一切的关键都在于财报指引。如果指引带来惊喜,股价上涨10%是有可能看到的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535619983380808","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529209849380904,"gmtCreate":1770212284000,"gmtModify":1770284866368,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"股价停不了<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>创新顶尖产品的脚步。","listText":"股价停不了<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>创新顶尖产品的脚步。","text":"股价停不了$美国超微公司(AMD)$ 创新顶尖产品的脚步。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529209849380904","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526765598343184,"gmtCreate":1769619268000,"gmtModify":1769764226569,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,我不喜欢这次回撤... 赶紧反弹吧。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,我不喜欢这次回撤... 赶紧反弹吧。","text":"$英伟达(NVDA)$ ,我不喜欢这次回撤... 赶紧反弹吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526765598343184","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526468853227704,"gmtCreate":1769541996000,"gmtModify":1769599230828,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 是人工智能的宝石,也是AI竞赛中的黑马。别失去信心。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 是人工智能的宝石,也是AI竞赛中的黑马。别失去信心。","text":"$美国超微公司(AMD)$ 是人工智能的宝石,也是AI竞赛中的黑马。别失去信心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526468853227704","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524939436359736,"gmtCreate":1769173320000,"gmtModify":1769430938877,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 我们快触历史高点了,懂这意味着什么。我们会继续上涨。如果你在变富,就笑一笑。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 我们快触历史高点了,懂这意味着什么。我们会继续上涨。如果你在变富,就笑一笑。","text":"$美国超微公司(AMD)$ 我们快触历史高点了,懂这意味着什么。我们会继续上涨。如果你在变富,就笑一笑。","images":[{"img":"https://static.tigerbbs.com/e365047201a690a4731ba576f36373a8","width":"320","height":"180"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524939436359736","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518295297392944,"gmtCreate":1767560696000,"gmtModify":1767606107708,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"谁在试图压制<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>而浪费自己或别人的钱?这简直显而易见!","listText":"谁在试图压制<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>而浪费自己或别人的钱?这简直显而易见!","text":"谁在试图压制$英伟达(NVDA)$ 而浪费自己或别人的钱?这简直显而易见!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/518295297392944","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513383243362512,"gmtCreate":1766349486000,"gmtModify":1766393024234,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"瑞穗证券将<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的目标价定为227美元","listText":"瑞穗证券将<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的目标价定为227美元","text":"瑞穗证券将$美国超微公司(AMD)$ 的目标价定为227美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513383243362512","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512279783895160,"gmtCreate":1766069840000,"gmtModify":1766124222188,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"在财经频道看到,<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>堪称行业标杆!","listText":"在财经频道看到,<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>堪称行业标杆!","text":"在财经频道看到,$英伟达(NVDA)$ 堪称行业标杆!","images":[{"img":"https://static.tigerbbs.com/2a6b4cec68972c93a080f97e733315ba","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512279783895160","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511588387836080,"gmtCreate":1765908859000,"gmtModify":1765956139167,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这波行情正在酝酿某种神秘力量的助推","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>这波行情正在酝酿某种神秘力量的助推","text":"$美国超微公司(AMD)$ 这波行情正在酝酿某种神秘力量的助推","images":[{"img":"https://static.tigerbbs.com/2c073cd88b2b3a8c9b01cb2da4b547ee","width":"480","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511588387836080","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":510810908909712,"gmtCreate":1765739436000,"gmtModify":1765791750469,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"包装工和海鹰会师国联决赛,至于美联这边就各凭本事了。长期看好<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>","listText":"包装工和海鹰会师国联决赛,至于美联这边就各凭本事了。长期看好<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>","text":"包装工和海鹰会师国联决赛,至于美联这边就各凭本事了。长期看好$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510810908909712","isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510810897563792,"gmtCreate":1765737427000,"gmtModify":1765791507179,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"苏妈要回母校MIT当毕业典礼演讲嘉宾了!这位半导体女王的学历背景够硬核:本科MIT'90届,硕士SM'91届,博士'94届。现在可是<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的掌门人。","listText":"苏妈要回母校MIT当毕业典礼演讲嘉宾了!这位半导体女王的学历背景够硬核:本科MIT'90届,硕士SM'91届,博士'94届。现在可是<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的掌门人。","text":"苏妈要回母校MIT当毕业典礼演讲嘉宾了!这位半导体女王的学历背景够硬核:本科MIT'90届,硕士SM'91届,博士'94届。现在可是$美国超微公司(AMD)$ 的掌门人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510810897563792","isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508746767634536,"gmtCreate":1765233320000,"gmtModify":1765271567664,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>某些价格区域在波动中显得格外有吸引力","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>某些价格区域在波动中显得格外有吸引力","text":"$美国超微公司(AMD)$ 某些价格区域在波动中显得格外有吸引力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508746767634536","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508777281347712,"gmtCreate":1765232480000,"gmtModify":1765271347912,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"这对<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>来说真是个好消息,他们还有更多潜力可以挖掘","listText":"这对<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>来说真是个好消息,他们还有更多潜力可以挖掘","text":"这对$美国超微公司(AMD)$ 来说真是个好消息,他们还有更多潜力可以挖掘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508777281347712","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508362760126608,"gmtCreate":1765144272000,"gmtModify":1765196884930,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"这处算力设施将配置50兆瓦电力容量,计划部署24,000块<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的MI355X加速卡,通过以太网架构互连,专门针对高吞吐量AI运算场景。","listText":"这处算力设施将配置50兆瓦电力容量,计划部署24,000块<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>的MI355X加速卡,通过以太网架构互连,专门针对高吞吐量AI运算场景。","text":"这处算力设施将配置50兆瓦电力容量,计划部署24,000块$美国超微公司(AMD)$ 的MI355X加速卡,通过以太网架构互连,专门针对高吞吐量AI运算场景。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508362760126608","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508304344752232,"gmtCreate":1765127255000,"gmtModify":1765192659198,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>表面强硬的策略反而会激发对手斗志,削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制,越会加速被限制方的自主创新步伐。当技术出口受阻时,自主研发进程自然获得强力推动。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>表面强硬的策略反而会激发对手斗志,削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制,越会加速被限制方的自主创新步伐。当技术出口受阻时,自主研发进程自然获得强力推动。","text":"$英伟达(NVDA)$ 表面强硬的策略反而会激发对手斗志,削弱自身优势。某些限制措施会导致资源流失、市场渠道缩减和发展动能减弱。越是封锁压制,越会加速被限制方的自主创新步伐。当技术出口受阻时,自主研发进程自然获得强力推动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508304344752232","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503397108043944,"gmtCreate":1763910539000,"gmtModify":1763965039179,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 这家芯片厂自己预估2025年Q4营收96亿美刀,但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型,比如那两家总爱画大饼的投行,硬说只要MI300显卡卖得够猛,业绩分分钟超预期。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 这家芯片厂自己预估2025年Q4营收96亿美刀,但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型,比如那两家总爱画大饼的投行,硬说只要MI300显卡卖得够猛,业绩分分钟超预期。","text":"$美国超微公司(AMD)$ 这家芯片厂自己预估2025年Q4营收96亿美刀,但有些分析师可坐不住了。跟踪AI数据中心需求的机构们暗戳戳搞出更乐观模型,比如那两家总爱画大饼的投行,硬说只要MI300显卡卖得够猛,业绩分分钟超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503397108043944","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502158391881904,"gmtCreate":1763612049000,"gmtModify":1763646118619,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>我炒股就图个乐子,天天来看空头们在线表演。别说,这群戏精从来不让我失望。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>我炒股就图个乐子,天天来看空头们在线表演。别说,这群戏精从来不让我失望。","text":"$英伟达(NVDA)$ 我炒股就图个乐子,天天来看空头们在线表演。别说,这群戏精从来不让我失望。","images":[{"img":"https://static.tigerbbs.com/bfa9bc0ddb370e0c017ca44982149a67","width":"480","height":"270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502158391881904","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":375560705884312,"gmtCreate":1732710919472,"gmtModify":1732710921488,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软在其 Ignite 开发者大会上宣布 Azure 基础设施迎来重大革新,推出专为数据中心定制的 Azure Boost DPU 以及全新内置安全芯片 Azure Integrated HSM。Azure Boost DPU 是微软首款内部研发的 DPU 芯片,将多个组件集成到一个完全可编程的片上系统中,在运行云存储工作负载时,功耗降低至传统 CPU 的三分之一,同时性能提升四倍。Azure Integrated HSM 则充分利用专用硬件加密加速器,可在芯片的物理隔离环境中执行安全、高性能的加密操作,从 2025 年起,微软计划在其数据中心的每台新服务器上标准配备 Azure Integrated HSM","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软在其 Ignite 开发者大会上宣布 Azure 基础设施迎来重大革新,推出专为数据中心定制的 Azure Boost DPU 以及全新内置安全芯片 Azure Integrated HSM。Azure Boost DPU 是微软首款内部研发的 DPU 芯片,将多个组件集成到一个完全可编程的片上系统中,在运行云存储工作负载时,功耗降低至传统 CPU 的三分之一,同时性能提升四倍。Azure Integrated HSM 则充分利用专用硬件加密加速器,可在芯片的物理隔离环境中执行安全、高性能的加密操作,从 2025 年起,微软计划在其数据中心的每台新服务器上标准配备 Azure Integrated HSM","text":"$微软(MSFT)$ 微软在其 Ignite 开发者大会上宣布 Azure 基础设施迎来重大革新,推出专为数据中心定制的 Azure Boost DPU 以及全新内置安全芯片 Azure Integrated HSM。Azure Boost DPU 是微软首款内部研发的 DPU 芯片,将多个组件集成到一个完全可编程的片上系统中,在运行云存储工作负载时,功耗降低至传统 CPU 的三分之一,同时性能提升四倍。Azure Integrated HSM 则充分利用专用硬件加密加速器,可在芯片的物理隔离环境中执行安全、高性能的加密操作,从 2025 年起,微软计划在其数据中心的每台新服务器上标准配备 Azure Integrated HSM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/375560705884312","isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3518227187146437","idStr":"3518227187146437"},"content":"这样大的科技股票怎么玩跳水诱人业务","text":"这样大的科技股票怎么玩跳水诱人业务","html":"这样大的科技股票怎么玩跳水诱人业务"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412328584229072,"gmtCreate":1741686358803,"gmtModify":1741688374161,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 计划不变,价格8以下到7之间,会分三次陆续买入最后预留的20%仓位。从全球流动性的方向看,阶段底部可能会在现在到4月初出现,这个位置不管是横盘做底,还是向下插针新低都是合理的。届时也是川普落地关税的时间点。Good luck!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 计划不变,价格8以下到7之间,会分三次陆续买入最后预留的20%仓位。从全球流动性的方向看,阶段底部可能会在现在到4月初出现,这个位置不管是横盘做底,还是向下插针新低都是合理的。届时也是川普落地关税的时间点。Good luck!","text":"$Coinbase Global, Inc.(COIN)$ 计划不变,价格8以下到7之间,会分三次陆续买入最后预留的20%仓位。从全球流动性的方向看,阶段底部可能会在现在到4月初出现,这个位置不管是横盘做底,还是向下插针新低都是合理的。届时也是川普落地关税的时间点。Good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412328584229072","isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371263452770600,"gmtCreate":1731649659908,"gmtModify":1731651874956,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯的确定性很高,理应享有接近长期国债收益率的估值。目前国债收益率转换成估值是近50倍,那么腾讯的估值不说接近50,起码得25PE,这都还不考虑利润增长的情况。如果资金理性,那么腾讯股价现在应该值500元,持有再享受利润成长","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 腾讯的确定性很高,理应享有接近长期国债收益率的估值。目前国债收益率转换成估值是近50倍,那么腾讯的估值不说接近50,起码得25PE,这都还不考虑利润增长的情况。如果资金理性,那么腾讯股价现在应该值500元,持有再享受利润成长","text":"$腾讯控股(00700)$ 腾讯的确定性很高,理应享有接近长期国债收益率的估值。目前国债收益率转换成估值是近50倍,那么腾讯的估值不说接近50,起码得25PE,这都还不考虑利润增长的情况。如果资金理性,那么腾讯股价现在应该值500元,持有再享受利润成长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/371263452770600","isVote":1,"tweetType":1,"viewCount":3381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173879239824802","authorId":"4173879239824802","name":"侧方位停车","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4173879239824802","idStr":"4173879239824802"},"content":"腾讯在香港、估值参考美债利率","text":"腾讯在香港、估值参考美债利率","html":"腾讯在香港、估值参考美债利率"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470349852774424,"gmtCreate":1755830552000,"gmtModify":1756106176489,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>造H20芯片简直是产能黑洞啊,费力不讨好...老美估计会点头限制版Blackwell架构,供应链很快就能跟上节奏...这波绝对利好!","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>造H20芯片简直是产能黑洞啊,费力不讨好...老美估计会点头限制版Blackwell架构,供应链很快就能跟上节奏...这波绝对利好!","text":"$美国超微公司(AMD)$ 造H20芯片简直是产能黑洞啊,费力不讨好...老美估计会点头限制版Blackwell架构,供应链很快就能跟上节奏...这波绝对利好!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/470349852774424","isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4206619880995722","idStr":"4206619880995722"},"content":"虽然没看懂,但我希望涨啊!","text":"虽然没看懂,但我希望涨啊!","html":"虽然没看懂,但我希望涨啊!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464212727894680,"gmtCreate":1754350218000,"gmtModify":1754357332010,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 要是真不行,上周就该发预警了。记住:第三季度他们核销了数百万过时库存,这波操作直接拉低毛利率。第四季度毛利率预计重回10%以上。第三季度有些大单物流延迟拖累收入,九十天过去该解决了吧?第四季度刚拿下200亿刀大单,不管有没有开始发货,都是未来指引的弹药库。这波四季报+年报绝对稳,按上述逻辑我赌业绩超预期。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 要是真不行,上周就该发预警了。记住:第三季度他们核销了数百万过时库存,这波操作直接拉低毛利率。第四季度毛利率预计重回10%以上。第三季度有些大单物流延迟拖累收入,九十天过去该解决了吧?第四季度刚拿下200亿刀大单,不管有没有开始发货,都是未来指引的弹药库。这波四季报+年报绝对稳,按上述逻辑我赌业绩超预期。","text":"$超微电脑(SMCI)$ 要是真不行,上周就该发预警了。记住:第三季度他们核销了数百万过时库存,这波操作直接拉低毛利率。第四季度毛利率预计重回10%以上。第三季度有些大单物流延迟拖累收入,九十天过去该解决了吧?第四季度刚拿下200亿刀大单,不管有没有开始发货,都是未来指引的弹药库。这波四季报+年报绝对稳,按上述逻辑我赌业绩超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/464212727894680","isVote":1,"tweetType":1,"viewCount":4198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457533816402280,"gmtCreate":1752706914000,"gmtModify":1752727221019,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>破200肯定比<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>早,这俩都拿着准没错","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>破200肯定比<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>早,这俩都拿着准没错","text":"$美国超微公司(AMD)$ $美国超微公司(AMD)$ 破200肯定比$英伟达(NVDA)$ 早,这俩都拿着准没错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457533816402280","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375908217163928,"gmtCreate":1732795761092,"gmtModify":1732795764570,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 1、拼多多是第一个做商家自动回复的,常见问题自动回复,现在淘宝学习了。2、拼多多自动退款功能也是首创,这样对商家压力是更大,现在优化到会自动识别应该退多少,我最近有一单退了几块钱,不知道AI怎么算出来的。这样节省了买卖双方浪费大量时间扯皮,本来几块钱成本的商家,要花半个小时各种沟通,时间成本这么不值钱吗?这不就节约了消费者很多时间。3、逼着商家尽快发货,拼多多很早就承诺48小时内发货,现在淘宝也抄了。以上只是随便举例子,拼多多是有很多自己的创新想法,做得很好,是超级学霸,所以基本都是别人抄他作业。以上只是随便想到的,拼多多的创新还是不少的。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 1、拼多多是第一个做商家自动回复的,常见问题自动回复,现在淘宝学习了。2、拼多多自动退款功能也是首创,这样对商家压力是更大,现在优化到会自动识别应该退多少,我最近有一单退了几块钱,不知道AI怎么算出来的。这样节省了买卖双方浪费大量时间扯皮,本来几块钱成本的商家,要花半个小时各种沟通,时间成本这么不值钱吗?这不就节约了消费者很多时间。3、逼着商家尽快发货,拼多多很早就承诺48小时内发货,现在淘宝也抄了。以上只是随便举例子,拼多多是有很多自己的创新想法,做得很好,是超级学霸,所以基本都是别人抄他作业。以上只是随便想到的,拼多多的创新还是不少的。","text":"$拼多多(PDD)$ 1、拼多多是第一个做商家自动回复的,常见问题自动回复,现在淘宝学习了。2、拼多多自动退款功能也是首创,这样对商家压力是更大,现在优化到会自动识别应该退多少,我最近有一单退了几块钱,不知道AI怎么算出来的。这样节省了买卖双方浪费大量时间扯皮,本来几块钱成本的商家,要花半个小时各种沟通,时间成本这么不值钱吗?这不就节约了消费者很多时间。3、逼着商家尽快发货,拼多多很早就承诺48小时内发货,现在淘宝也抄了。以上只是随便举例子,拼多多是有很多自己的创新想法,做得很好,是超级学霸,所以基本都是别人抄他作业。以上只是随便想到的,拼多多的创新还是不少的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/375908217163928","isVote":1,"tweetType":1,"viewCount":2370,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"212008496769156","idStr":"212008496769156"},"content":"这也是被逼了","text":"这也是被逼了","html":"这也是被逼了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459391791915672,"gmtCreate":1753173080000,"gmtModify":1753179493899,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 山姆大叔放卫星啦!OpenAI年底要囤够1亿块GPU,估值剑指3万亿美元,这波算力军备竞赛真是壕无人性。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 山姆大叔放卫星啦!OpenAI年底要囤够1亿块GPU,估值剑指3万亿美元,这波算力军备竞赛真是壕无人性。","text":"$美国超微公司(AMD)$ 山姆大叔放卫星啦!OpenAI年底要囤够1亿块GPU,估值剑指3万亿美元,这波算力军备竞赛真是壕无人性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/459391791915672","isVote":1,"tweetType":1,"viewCount":4457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"content":"屯英伟达的还是amd的?","text":"屯英伟达的还是amd的?","html":"屯英伟达的还是amd的?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399605459538536,"gmtCreate":1738584973756,"gmtModify":1738584976562,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯或许不再是那个每年增长30%的闪电侠,但当它用分红回购+现金流业务筑底,用视频号+海外游戏+AI打开天花板,这就是一个典型的“退可守(3倍PE现金流业务)、进可攻(三大增长极)”的长期标的。策略建议:当前价位可建仓核心仓位(占总资产5%-10%),若市值跌破2.5万亿港元启动金字塔加仓。记住:投资互联网巨头,本质是赌人类数字化的进程不可逆——而腾讯仍是这个时代最好的船票之一","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯或许不再是那个每年增长30%的闪电侠,但当它用分红回购+现金流业务筑底,用视频号+海外游戏+AI打开天花板,这就是一个典型的“退可守(3倍PE现金流业务)、进可攻(三大增长极)”的长期标的。策略建议:当前价位可建仓核心仓位(占总资产5%-10%),若市值跌破2.5万亿港元启动金字塔加仓。记住:投资互联网巨头,本质是赌人类数字化的进程不可逆——而腾讯仍是这个时代最好的船票之一","text":"$腾讯控股(00700)$ 腾讯或许不再是那个每年增长30%的闪电侠,但当它用分红回购+现金流业务筑底,用视频号+海外游戏+AI打开天花板,这就是一个典型的“退可守(3倍PE现金流业务)、进可攻(三大增长极)”的长期标的。策略建议:当前价位可建仓核心仓位(占总资产5%-10%),若市值跌破2.5万亿港元启动金字塔加仓。记住:投资互联网巨头,本质是赌人类数字化的进程不可逆——而腾讯仍是这个时代最好的船票之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399605459538536","isVote":1,"tweetType":1,"viewCount":9432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484476934259199","authorId":"3484476934259199","name":"正直的人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3484476934259199","idStr":"3484476934259199"},"content":"那你另外90%的仓位在哪里??","text":"那你另外90%的仓位在哪里??","html":"那你另外90%的仓位在哪里??"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390429090562056,"gmtCreate":1736337985599,"gmtModify":1736342071459,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010505","idStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 2024年完美收官,现在回看去年的这篇帖子。去年(24年)的非国际财报净利润大概2200亿左右(根据三季报作了些修正,按年增长35%核算),考虑到今年二季度开始DNF效应减弱,游戏增速可能会降低(虽然去年9月出的三角洲,年底出的航海王表现都还不错,但对于如此大的游戏体量量级应该还不够,至少还要有个巨型常青游戏出现才能再次出现跃升,王者世界,异人之下,逆战?现在不知道就当没有),但考虑到视频号商业化进一步深化,金服继续提升毛利,总体非国际净利润可能达到10%-15%的增速,这里取下限,即25年达到2400亿左右。按22年200时的估值算(当时为15倍,内外环境对比略去,详细的可自行去查一下),对应市值为38300亿港币(以今日汇率0.94核算),假设今年回购注销与去年类似2亿左右,即股本会到90亿。那么大概22年200元的腾讯在25年对应是425元左右。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 2024年完美收官,现在回看去年的这篇帖子。去年(24年)的非国际财报净利润大概2200亿左右(根据三季报作了些修正,按年增长35%核算),考虑到今年二季度开始DNF效应减弱,游戏增速可能会降低(虽然去年9月出的三角洲,年底出的航海王表现都还不错,但对于如此大的游戏体量量级应该还不够,至少还要有个巨型常青游戏出现才能再次出现跃升,王者世界,异人之下,逆战?现在不知道就当没有),但考虑到视频号商业化进一步深化,金服继续提升毛利,总体非国际净利润可能达到10%-15%的增速,这里取下限,即25年达到2400亿左右。按22年200时的估值算(当时为15倍,内外环境对比略去,详细的可自行去查一下),对应市值为38300亿港币(以今日汇率0.94核算),假设今年回购注销与去年类似2亿左右,即股本会到90亿。那么大概22年200元的腾讯在25年对应是425元左右。","text":"$腾讯控股(00700)$ 2024年完美收官,现在回看去年的这篇帖子。去年(24年)的非国际财报净利润大概2200亿左右(根据三季报作了些修正,按年增长35%核算),考虑到今年二季度开始DNF效应减弱,游戏增速可能会降低(虽然去年9月出的三角洲,年底出的航海王表现都还不错,但对于如此大的游戏体量量级应该还不够,至少还要有个巨型常青游戏出现才能再次出现跃升,王者世界,异人之下,逆战?现在不知道就当没有),但考虑到视频号商业化进一步深化,金服继续提升毛利,总体非国际净利润可能达到10%-15%的增速,这里取下限,即25年达到2400亿左右。按22年200时的估值算(当时为15倍,内外环境对比略去,详细的可自行去查一下),对应市值为38300亿港币(以今日汇率0.94核算),假设今年回购注销与去年类似2亿左右,即股本会到90亿。那么大概22年200元的腾讯在25年对应是425元左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/390429090562056","isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460454341773818","authorId":"3460454341773818","name":"地产h","avatar":"https://static.tigerbbs.com/b2ded65653abc3d71658127792fa6c7b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3460454341773818","idStr":"3460454341773818"},"content":"还有投资价值约1万亿没有计算。每股至少增加约100元。","text":"还有投资价值约1万亿没有计算。每股至少增加约100元。","html":"还有投资价值约1万亿没有计算。每股至少增加约100元。"},{"author":{"id":"3529649417410355","authorId":"3529649417410355","name":"zara","avatar":"https://static.tigerbbs.com/f5b3f32eca253c6f811b95740d6e9434","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3529649417410355","idStr":"3529649417410355"},"content":"国内唯一值得投资的公司","text":"国内唯一值得投资的公司","html":"国内唯一值得投资的公司"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}