红运当头588的个人主页 - 老虎社区

红运当头588

红运当头588

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红运当头588

07-31

吃着中国人的饭砸着中国人的碗，既恶心又恶毒

@康萨米:$英伟达(NVDA)$ 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障

红运当头588

07-15

$特斯拉(TSLA)$ @小虎看单

红运当头588

07-10

红运当头588

07-09

我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西

红运当头588

07-09

Replying to @vision:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//@vision:为啥外卖成了兵家必争之地[疑问]

红运当头588

07-08

没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。

红运当头588

07-05

这篇文章不错，转发给大家看看

@Trader77:说好的兄弟情，转脸就撕？大漂亮法案到底坑了谁？

红运当头588

06-21

这篇文章不错，转发给大家看看

@蓝色高跟鞋:$阿里巴巴(BABA)$ 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。

红运当头588

05-29

扶不上墙的京东，这次脱手后坚决不在碰你

红运当头588

02-13

Replying to @攒股夫子:我也觉得东哥稍微会比那个什么兴的有点人性和底线//@攒股夫子:东哥不会像王兴那么下头

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这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","images":[{"img":"https://static.tigerbbs.com/c25e45036044eabb4a461ce3f3b4786a","width":"1440","height":"3200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462578419679584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456918678032488,"gmtCreate":1752589363798,"gmtModify":1752589376034,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> @小虎看单","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> @小虎看单","text":"$特斯拉(TSLA)$ @小虎看单","images":[{"img":"https://static.tigerbbs.com/cc8165f09dd2d558d9f8cd30e84d94ac","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456918678032488","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454899442819392,"gmtCreate":1752077552624,"gmtModify":1752077563530,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>&nbsp;","text":"$京东(JD)$","images":[{"img":"https://static.tigerbbs.com/9d8052c51f7dfb44725c9d2098576636","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/454899442819392","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":4,"crmLevelSwitch":0,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"content":"这股有可能目标是30以下","text":"这股有可能目标是30以下","html":"这股有可能目标是30以下"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":454798797840752,"gmtCreate":1752052799696,"gmtModify":1752055664777,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","listText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","text":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454798797840752","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454659031720448,"gmtCreate":1752038598515,"gmtModify":1752038601231,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","listText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","text":"Replying to @vision:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//@vision:为啥外卖成了兵家必争之地[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454659031720448","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454391166693720,"gmtCreate":1751966099082,"gmtModify":1751966101410,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","listText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","text":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454391166693720","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453426880696360,"gmtCreate":1751722411586,"gmtModify":1751722413184,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453426880696360","repostId":"452651926569632","repostType":1,"repost":{"id":452651926569632,"gmtCreate":1751528484529,"gmtModify":1751529408974,"author":{"id":"4210996486186592","authorId":"4210996486186592","name":"Trader77","avatar":"https://static.tigerbbs.com/81a0ada7d4994f0b55ff25e2d32aaf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210996486186592","authorIdStr":"4210996486186592"},"themes":[],"title":"说好的兄弟情，转脸就撕？大漂亮法案到底坑了谁？","htmlText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","listText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","text":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， $特斯拉(TSLA)$ 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","images":[{"img":"https://static.tigerbbs.com/bd440bf14c8a15cb6864ae5d207e1f01","width":"548","height":"298"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452651926569632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448195564753400,"gmtCreate":1750449273857,"gmtModify":1750449275481,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448195564753400","repostId":"448144746086768","repostType":1,"repost":{"id":448144746086768,"gmtCreate":1750436687538,"gmtModify":1750436688901,"author":{"id":"4090494275942120","authorId":"4090494275942120","name":"蓝色高跟鞋","avatar":"https://static.tigerbbs.com/3328af141c509b0533196727d2b01a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090494275942120","authorIdStr":"4090494275942120"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","text":"$英伟达(NVDA)$ 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","images":[{"img":"https://static.tigerbbs.com/c25e45036044eabb4a461ce3f3b4786a","width":"1440","height":"3200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462578419679584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456918678032488,"gmtCreate":1752589363798,"gmtModify":1752589376034,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> @小虎看单","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> @小虎看单","text":"$特斯拉(TSLA)$ @小虎看单","images":[{"img":"https://static.tigerbbs.com/cc8165f09dd2d558d9f8cd30e84d94ac","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456918678032488","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454659031720448,"gmtCreate":1752038598515,"gmtModify":1752038601231,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","listText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","text":"Replying to @vision:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//@vision:为啥外卖成了兵家必争之地[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454659031720448","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454391166693720,"gmtCreate":1751966099082,"gmtModify":1751966101410,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","listText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","text":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454391166693720","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453426880696360,"gmtCreate":1751722411586,"gmtModify":1751722413184,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453426880696360","repostId":"452651926569632","repostType":1,"repost":{"id":452651926569632,"gmtCreate":1751528484529,"gmtModify":1751529408974,"author":{"id":"4210996486186592","authorId":"4210996486186592","name":"Trader77","avatar":"https://static.tigerbbs.com/81a0ada7d4994f0b55ff25e2d32aaf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210996486186592","authorIdStr":"4210996486186592"},"themes":[],"title":"说好的兄弟情，转脸就撕？大漂亮法案到底坑了谁？","htmlText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","listText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","text":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， $特斯拉(TSLA)$ 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","images":[{"img":"https://static.tigerbbs.com/bd440bf14c8a15cb6864ae5d207e1f01","width":"548","height":"298"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452651926569632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448195564753400,"gmtCreate":1750449273857,"gmtModify":1750449275481,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448195564753400","repostId":"448144746086768","repostType":1,"repost":{"id":448144746086768,"gmtCreate":1750436687538,"gmtModify":1750436688901,"author":{"id":"4090494275942120","authorId":"4090494275942120","name":"蓝色高跟鞋","avatar":"https://static.tigerbbs.com/3328af141c509b0533196727d2b01a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090494275942120","authorIdStr":"4090494275942120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","text":"$阿里巴巴(BABA)$ 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448144746086768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439984557162864,"gmtCreate":1748456303143,"gmtModify":1748462568260,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"扶不上墙的京东，这次脱手后坚决不在碰你","listText":"扶不上墙的京东，这次脱手后坚决不在碰你","text":"扶不上墙的京东，这次脱手后坚决不在碰你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439984557162864","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454798797840752,"gmtCreate":1752052799696,"gmtModify":1752055664777,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","listText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","text":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454798797840752","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403204954738920,"gmtCreate":1739457323717,"gmtModify":1739457533533,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying 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