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价值大作手
11-05 05:02
$美国超微公司(AMD)$
全年指引上调,营收和盈利双双超预期,这波财报真是给股东们吃了颗定心丸。
价值大作手
11-03
$美国超微公司(AMD)$
要是营收能突破90亿大关,咱们就得开香槟蹦迪狂欢了
价值大作手
10-28
现场可编程门阵列(FPGA)人工智能加速器就像变形金刚般的存在,这种可重构芯片能根据不同的AI模型实时调整硬件结构,在边缘计算和自动驾驶等领域大显身手。相比固定功能的专用芯片和能耗大户显卡,FPGA在灵活性、并行计算和能效比方面独树一帜,特别适合需要实时响应和低功耗的量子计算等前沿领域。这种能随时变身的特性,让
$美国超微公司(AMD)$
在AI应用落地的竞赛中手握王牌,未来发展值得期待!
价值大作手
10-27
$美国超微公司(AMD)$
这波人工智能布局堪称天时地利人和,早年收购的推理计算与量子技术储备,如今终于守得云开见月明。苏妈的深谋远虑正在并将持续为这场科技革命添砖加瓦。
价值大作手
10-23
这波超卖简直旱地拔葱!
$美国超微公司(AMD)$
掌门人苏妈在近期财报会放大招,不仅调高三季度指引,还特别强调新版预测压根没算对华销售的潜在收入。多头大军给我冲!
价值大作手
10-21
$英伟达(NVDA)$
两周跌跌不休居然才跌了6%,这都不来根阳线!看涨情绪拉满,目标价210妥妥的!
价值大作手
10-17
账户红得发紫全靠
$英伟达(NVDA)$
老铁给力,这波属实是躺赢了
价值大作手
10-15
$英伟达(NVDA)$
别理会那些满嘴跑火车的空头唱衰党!Q4财报季即将来袭,包括这只票在内的大部分股票都会扶摇直上,AI热潮方兴未艾,每次回调都是黄金坑!
价值大作手
10-15
苍天啊大地,万物突然就欣欣向荣了。亲儿子
$英伟达(NVDA)$
也开始策马扬鞭,记得之前几次交易时段刚被调高到300刀目标价?
价值大作手
10-10
$美国超微公司(AMD)$
这波休息是为了更好冲刺,圣诞节剑指350刀。2026年万亿市值绝非痴人说梦,今天直接翻倍加仓到700股坐等起飞。
价值大作手
10-07
各位空头小可爱们,这话是不是听着耳熟?
$英伟达(NVDA)$
在AI需求井喷的当下哪有崩盘的可能?回头再给各位"数据控"补补课~
价值大作手
10-07
资本支出的大头终究还是流向
$英伟达(NVDA)$
!反观
$美国超微公司(AMD)$
为了放出AI消息,居然割肉10%股权,这波操作简直迷之自信!单凭这消息就足够让人对老黄家股票垂涎三尺了
价值大作手
09-30
杰富瑞分析师把
$英伟达(NVDA)$
目标价从205调到220,这波操作简直笑死!他们啥时候才能开窍啊?
$英伟达(NVDA)$
明明就是AI界的任督二脉+中枢神经+钢铁脊梁,这帮人怎么就get不到呢?
价值大作手
09-26
$英伟达(NVDA)$
今天收盘继续冲高,看来明天又是阳光明媚的好日子!
价值大作手
09-24
$美国超微公司(AMD)$
又给各位送了个160刀以下的千载良机,结果你们居然清仓了?
价值大作手
09-19
$英伟达(NVDA)$
这分明是旭日东升的节奏,准备好零食饮料坐稳扶好,这波行情要一飞冲天直上云霄。
价值大作手
09-18
$英伟达(NVDA)$
老鲍今天下午降息基本板上钉钉,各路报道都在吹风。科技股、房地产和建筑板块怕是要一飞冲天,尤其是
$高科技指数ETF-SPDR(XLK)$
$Real Estate Select Sector SPDR Fund(XLRE)$
$房屋建筑指数ETF-iShares Dow Jones(ITB)$
这几个领域。
价值大作手
09-16
$英伟达(NVDA)$
$大盘需要先跌后涨的走势 冲就完事了!
价值大作手
09-16
投资者相比交易员有个巨大优势——只需要耐心守候。持有
$英伟达(NVDA)$
十余载可谓天赐良机,当年在个位数价位抄底
$Warner Bros. Discovery(WBD)$
也是看准其内容资产价值被严重低估。两年后的今天,收购要约果然如期而至,这就叫守株待兔终有报。
价值大作手
09-12
看看
$博通(AVGO)$
、
$美国超微公司(AMD)$
和
$英伟达(NVDA)$
,真金不怕火炼
去老虎APP查看更多动态
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这波人工智能布局堪称天时地利人和,早年收购的推理计算与量子技术储备,如今终于守得云开见月明。苏妈的深谋远虑正在并将持续为这场科技革命添砖加瓦。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493535184245000","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492418387513608,"gmtCreate":1761225660000,"gmtModify":1761231485973,"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":[],"htmlText":"这波超卖简直旱地拔葱!<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>掌门人苏妈在近期财报会放大招,不仅调高三季度指引,还特别强调新版预测压根没算对华销售的潜在收入。多头大军给我冲!","listText":"这波超卖简直旱地拔葱!<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>掌门人苏妈在近期财报会放大招,不仅调高三季度指引,还特别强调新版预测压根没算对华销售的潜在收入。多头大军给我冲!","text":"这波超卖简直旱地拔葱!$美国超微公司(AMD)$ 掌门人苏妈在近期财报会放大招,不仅调高三季度指引,还特别强调新版预测压根没算对华销售的潜在收入。多头大军给我冲!","images":[{"img":"https://static.tigerbbs.com/7bd8a296f7225e8135e7a202329826a9","width":"400","height":"400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492418387513608","isVote":1,"tweetType":1,"viewCount":4277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":491761624105224,"gmtCreate":1761051591000,"gmtModify":1761102520681,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 两周跌跌不休居然才跌了6%,这都不来根阳线!看涨情绪拉满,目标价210妥妥的!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 两周跌跌不休居然才跌了6%,这都不来根阳线!看涨情绪拉满,目标价210妥妥的!","text":"$英伟达(NVDA)$ 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Discovery(WBD)$ </a>也是看准其内容资产价值被严重低估。两年后的今天,收购要约果然如期而至,这就叫守株待兔终有报。","listText":"投资者相比交易员有个巨大优势——只需要耐心守候。持有<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>十余载可谓天赐良机,当年在个位数价位抄底<a href=\"https://laohu8.com/S/WBD\">$Warner Bros. Discovery(WBD)$ </a>也是看准其内容资产价值被严重低估。两年后的今天,收购要约果然如期而至,这就叫守株待兔终有报。","text":"投资者相比交易员有个巨大优势——只需要耐心守候。持有$英伟达(NVDA)$ 十余载可谓天赐良机,当年在个位数价位抄底$Warner Bros. Discovery(WBD)$ 也是看准其内容资产价值被严重低估。两年后的今天,收购要约果然如期而至,这就叫守株待兔终有报。","images":[{"img":"https://static.tigerbbs.com/5c539a924efd0bcef6e27a8e0afe152a","width":"500","height":"177"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479001179410632","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477670036091080,"gmtCreate":1757620732000,"gmtModify":1757639782350,"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":[],"htmlText":"看看<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>、<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,真金不怕火炼","listText":"看看<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>、<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,真金不怕火炼","text":"看看$博通(AVGO)$ 、$美国超微公司(AMD)$ 和$英伟达(NVDA)$ ,真金不怕火炼","images":[{"img":"https://static.tigerbbs.com/ac45e71365190eff4cad3ea3ac81fac2","width":"460","height":"247"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477670036091080","isVote":1,"tweetType":1,"viewCount":638,"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,"idStr":"10000000000010505","authorIdStr":"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":1770,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3518227187146437","authorIdStr":"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,"idStr":"10000000000010505","authorIdStr":"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":1921,"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,"idStr":"10000000000010505","authorIdStr":"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":2658,"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,"idStr":"4173879239824802","authorIdStr":"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,"idStr":"10000000000010505","authorIdStr":"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":3061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":5,"crmLevelSwitch":0,"idStr":"4206619880995722","authorIdStr":"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,"idStr":"10000000000010505","authorIdStr":"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":3434,"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,"idStr":"10000000000010505","authorIdStr":"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":305,"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,"idStr":"10000000000010505","authorIdStr":"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":1897,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":5,"crmLevelSwitch":0,"idStr":"212008496769156","authorIdStr":"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,"idStr":"10000000000010505","authorIdStr":"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":3937,"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,"idStr":"3535856219166205","authorIdStr":"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,"idStr":"10000000000010505","authorIdStr":"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":8807,"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,"idStr":"3484476934259199","authorIdStr":"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,"idStr":"10000000000010505","authorIdStr":"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":1503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460454341773818","authorId":"3460454341773818","name":"地产h","avatar":"https://static.tigerbbs.com/b2ded65653abc3d71658127792fa6c7b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3460454341773818","authorIdStr":"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,"idStr":"3529649417410355","authorIdStr":"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},{"id":464212204175720,"gmtCreate":1754353989000,"gmtModify":1754357332317,"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":[],"htmlText":"各位注意了,<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的历史最高点122.90刀可是个风水岭。在那些妖风四起的操作开始前,这货可是稳稳当当地在110区间躺平。现在这价位和十五个月前被空头狙击前基本没差,但财报数据早就今非昔比——营收利润双增长。那些英伟达的Blackwell显卡总得有个去处吧?我看未来十二个月这兄弟绝对能重返巅峰,然后直接起飞!","listText":"各位注意了,<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>的历史最高点122.90刀可是个风水岭。在那些妖风四起的操作开始前,这货可是稳稳当当地在110区间躺平。现在这价位和十五个月前被空头狙击前基本没差,但财报数据早就今非昔比——营收利润双增长。那些英伟达的Blackwell显卡总得有个去处吧?我看未来十二个月这兄弟绝对能重返巅峰,然后直接起飞!","text":"各位注意了,$超微电脑(SMCI)$ 的历史最高点122.90刀可是个风水岭。在那些妖风四起的操作开始前,这货可是稳稳当当地在110区间躺平。现在这价位和十五个月前被空头狙击前基本没差,但财报数据早就今非昔比——营收利润双增长。那些英伟达的Blackwell显卡总得有个去处吧?我看未来十二个月这兄弟绝对能重返巅峰,然后直接起飞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/464212204175720","isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131365417945930","authorId":"4131365417945930","name":"Feiyue","avatar":"https://static.tigerbbs.com/ffa960cd25c50e358db3da756969c8c0","crmLevel":2,"crmLevelSwitch":0,"idStr":"4131365417945930","authorIdStr":"4131365417945930"},"content":"兄弟 ,至于么 ,发这么多","text":"兄弟 ,至于么 ,发这么多","html":"兄弟 ,至于么 ,发这么多"},{"author":{"id":"3517201798371891","authorId":"3517201798371891","name":"林赌友","avatar":"https://static.tigerbbs.com/fc7237ce5526b9547a24a682bd2b0719","crmLevel":3,"crmLevelSwitch":0,"idStr":"3517201798371891","authorIdStr":"3517201798371891"},"content":"赚的钱能弥补熬夜减少的寿命吗","text":"赚的钱能弥补熬夜减少的寿命吗","html":"赚的钱能弥补熬夜减少的寿命吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409169513046192,"gmtCreate":1740911376089,"gmtModify":1740911377961,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> AI霸主!2025年累涨200%,市值突破4万亿美元,H200芯片毛利率75%支撑盈利。TTM市盈率50倍仍低于五年均值,Blackwell Ultra订单超预期,算力军备竞赛下市占率突破90%,周线MACD二次金叉强化趋势","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> AI霸主!2025年累涨200%,市值突破4万亿美元,H200芯片毛利率75%支撑盈利。TTM市盈率50倍仍低于五年均值,Blackwell Ultra订单超预期,算力军备竞赛下市占率突破90%,周线MACD二次金叉强化趋势","text":"$英伟达(NVDA)$ AI霸主!2025年累涨200%,市值突破4万亿美元,H200芯片毛利率75%支撑盈利。TTM市盈率50倍仍低于五年均值,Blackwell 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至于要不要做空美股,你自己看着办,反正我是不建议当一个阴暗的空头的,这里面有一个市场博弈的逻辑:今年以来几乎所有的华尔街机构全部吃瘪,如果市场展开反弹,机构为了自救,他有可能短线拉爆股市,只有拉高市场他才有利于出货,你这个时候做空的话,有可能遭遇惨烈的逼空行情。你永远要记住一点:这个市场上的钱不是那么好赚的,你和其他人没有什么不同、更别谈什么特殊的才能了,呵呵。熊市反弹里Applovin(APP)和$Microstrategy(MSTR)$ 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如果腾讯完全按照苹果那样对待股东回报,特别在回购注销股票,未来10年如果真的回购注销掉40-50%的总股数,楼主的预测10年10倍大概率能实现。首先,自由现金流未来10年增长2倍概率较大,即年复合增长11.6%;其次,如果进入牛市,估值PE达到30-40倍也是可能的,腾讯历史估值均值就在30倍左右,即估值增长1倍也是大概率的;最后,就是总股数降低40-50%,即每股价值因为总股数降低增加0.7倍,这个需要跟踪,确定性有待验证,如果回购力度达到苹果的水准,10年后,腾讯股价增长大概:2^(2+1+0.7)-1=12 倍。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 如果腾讯完全按照苹果那样对待股东回报,特别在回购注销股票,未来10年如果真的回购注销掉40-50%的总股数,楼主的预测10年10倍大概率能实现。首先,自由现金流未来10年增长2倍概率较大,即年复合增长11.6%;其次,如果进入牛市,估值PE达到30-40倍也是可能的,腾讯历史估值均值就在30倍左右,即估值增长1倍也是大概率的;最后,就是总股数降低40-50%,即每股价值因为总股数降低增加0.7倍,这个需要跟踪,确定性有待验证,如果回购力度达到苹果的水准,10年后,腾讯股价增长大概:2^(2+1+0.7)-1=12 倍。","text":"$腾讯控股(00700)$ 如果腾讯完全按照苹果那样对待股东回报,特别在回购注销股票,未来10年如果真的回购注销掉40-50%的总股数,楼主的预测10年10倍大概率能实现。首先,自由现金流未来10年增长2倍概率较大,即年复合增长11.6%;其次,如果进入牛市,估值PE达到30-40倍也是可能的,腾讯历史估值均值就在30倍左右,即估值增长1倍也是大概率的;最后,就是总股数降低40-50%,即每股价值因为总股数降低增加0.7倍,这个需要跟踪,确定性有待验证,如果回购力度达到苹果的水准,10年后,腾讯股价增长大概:2^(2+1+0.7)-1=12 倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/402096450494512","isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377337971695656,"gmtCreate":1733143461850,"gmtModify":1733144882847,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 一种直觉,不一定对。<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 和<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 就是三年前的红利股,人人打,怕外资空,怕美元涨扰动,但公司基本面没什么大问题。用人民币沪港通购买,持续回购分红可以对冲人民币贬值的影响可能还有盈余。然后耐心等待修估值,只要有耐心拿着,一定会赚钱。可惜的是,没有人愿意慢慢变富。目前已经大比例持仓这两家公司做防守,希望守住今年 60-70 建仓美团和泡泡玛特的获利。另外还配了几支出海票佩蒂股份、安克创新、名创优品来负责进攻。今年的人民币账户交易就这样吧,有点期待年底收益总结和明年的行情了,1231 收官写一篇全年交易总结。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 一种直觉,不一定对。<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 和<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 就是三年前的红利股,人人打,怕外资空,怕美元涨扰动,但公司基本面没什么大问题。用人民币沪港通购买,持续回购分红可以对冲人民币贬值的影响可能还有盈余。然后耐心等待修估值,只要有耐心拿着,一定会赚钱。可惜的是,没有人愿意慢慢变富。目前已经大比例持仓这两家公司做防守,希望守住今年 60-70 建仓美团和泡泡玛特的获利。另外还配了几支出海票佩蒂股份、安克创新、名创优品来负责进攻。今年的人民币账户交易就这样吧,有点期待年底收益总结和明年的行情了,1231 收官写一篇全年交易总结。","text":"$腾讯控股(00700)$ 一种直觉,不一定对。$腾讯控股(00700)$ 和$阿里巴巴(BABA)$ 就是三年前的红利股,人人打,怕外资空,怕美元涨扰动,但公司基本面没什么大问题。用人民币沪港通购买,持续回购分红可以对冲人民币贬值的影响可能还有盈余。然后耐心等待修估值,只要有耐心拿着,一定会赚钱。可惜的是,没有人愿意慢慢变富。目前已经大比例持仓这两家公司做防守,希望守住今年 60-70 建仓美团和泡泡玛特的获利。另外还配了几支出海票佩蒂股份、安克创新、名创优品来负责进攻。今年的人民币账户交易就这样吧,有点期待年底收益总结和明年的行情了,1231 收官写一篇全年交易总结。","images":[{"img":"https://static.tigerbbs.com/e0bebf967f1858480856e3968c658e15","width":"259","height":"273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377337971695656","isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"现在最主要是感觉就是信心,但是你也知道,大a和国内的风格,全是投机占大头","text":"现在最主要是感觉就是信心,但是你也知道,大a和国内的风格,全是投机占大头","html":"现在最主要是感觉就是信心,但是你也知道,大a和国内的风格,全是投机占大头"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":373096518873104,"gmtCreate":1732107016471,"gmtModify":1732107023219,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> ai浪潮就是十年前的移动互联网,太多ai应用等着落地,我的持仓整体ai含量非常高。我重仓的腾讯和阿里,都布局了ai,投入不小。轻仓持有的美图,第四范式,金山云,也已经借助ai成为了高增长的成长股。我有一个不成熟的观点,即使是巴菲特这个级别的投资者,错过了ai,也会错失一个时代。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> ai浪潮就是十年前的移动互联网,太多ai应用等着落地,我的持仓整体ai含量非常高。我重仓的腾讯和阿里,都布局了ai,投入不小。轻仓持有的美图,第四范式,金山云,也已经借助ai成为了高增长的成长股。我有一个不成熟的观点,即使是巴菲特这个级别的投资者,错过了ai,也会错失一个时代。","text":"$腾讯控股(00700)$ ai浪潮就是十年前的移动互联网,太多ai应用等着落地,我的持仓整体ai含量非常高。我重仓的腾讯和阿里,都布局了ai,投入不小。轻仓持有的美图,第四范式,金山云,也已经借助ai成为了高增长的成长股。我有一个不成熟的观点,即使是巴菲特这个级别的投资者,错过了ai,也会错失一个时代。","images":[{"img":"https://static.tigerbbs.com/ff8de175f7d7f127d323b4c42d0399da","width":"473","height":"279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/373096518873104","isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}