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拓拔野
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IP属地:浙江
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拓拔野
03-26
$泡泡玛特(09992)$
有点😵💫。。。
拓拔野
03-23
$腾讯控股(00700)$
能想到还是跌到了500以下,吃一口。还是看好openclaw的机会的
拓拔野
03-20
$小米集团-W(01810)$
不论是腾讯,还是阿里,还有小米,在重大的信息公布的时候,基本上就直接大跌😂。全是利好兑现的节奏
拓拔野
03-19
$腾讯控股(00700)$
财报问题不大,依旧很亮眼,但是增加Ai资本开支+减少回购力度成了下跌主因。资本有时候也是用脚投票
拓拔野
02-18
小米喂养出来了不少上市公司
抱歉,原内容已删除
拓拔野
02-05
$叮咚买菜(DDL)$
利好出尽
拓拔野
01-26
$小米集团-W(01810)$
小米手机部的人才还是太少了
拓拔野
2025-12-09
$小米集团-W(01810)$
回40以下,再接点
拓拔野
2025-12-08
$泡泡玛特(09992)$
原来被人做空了
拓拔野
2025-12-08
$小米集团-W(01810)$
熟悉的套路,1,舆论开始针对了。2,做空开始动了。看来每次都通过这种事情赚到钱,认为这种方式行之有效,可以长期使用
拓拔野
2025-12-02
赛力斯的利润是真高
抱歉,原内容已删除
拓拔野
2025-12-02
你在说什么???月产5000万只???
抱歉,原内容已删除
拓拔野
2025-11-25
$谷歌(GOOG)$
买入了,Gemini 3真的太猛了。不论现在是什么价格,我都建议买入
拓拔野
2025-11-21
$禾赛(HSAI)$
真要奔10块走了
拓拔野
2025-11-20
$禾赛-W(02525)$
难道因为小米和理想狂跌导致的?
拓拔野
2025-11-20
$禾赛-W(02525)$
跌的有点过分了。。。业绩表现还是不错的,产品力和市场占有率也是正面的,这么狂跌
拓拔野
2025-11-19
$小米集团-W(01810)$
凭一己之力带崩大盘。今天这种情况,其实说明资金不看财报,看情绪。
拓拔野
2025-11-18
$禾赛-W(02525)$
巅峰时期的一半了
拓拔野
2025-11-13
$哔哩哔哩(BILI)$
买入了,超跌了
拓拔野
2025-11-13
$纳指三倍做空ETF(SQQQ)$
加入做空了
去老虎APP查看更多动态
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不论是腾讯,还是阿里,还有小米,在重大的信息公布的时候,基本上就直接大跌😂。全是利好兑现的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/544652775978064","isVote":1,"tweetType":1,"viewCount":4539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546822852626084","authorId":"3546822852626084","name":"小泡泡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3546822852626084","authorIdStr":"3546822852626084"},"content":"这年头对优等生就是越来越苛刻","text":"这年头对优等生就是越来越苛刻","html":"这年头对优等生就是越来越苛刻"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544248034099272,"gmtCreate":1773898622258,"gmtModify":1773898624538,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"title":"","htmlText":"<a 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80,大股东大概率是要做一波减持的,需要把这个悬在头上的利空出尽,不然股价会被一直压制着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/418154913972544","isVote":1,"tweetType":1,"viewCount":23200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4087883810201120","authorIdStr":"4087883810201120"},"content":"股价的走势我搞不清,但雅诗兰黛的23年营收是毛戈平的42倍,股价只不过是毛的3.几倍","text":"股价的走势我搞不清,但雅诗兰黛的23年营收是毛戈平的42倍,股价只不过是毛的3.几倍","html":"股价的走势我搞不清,但雅诗兰黛的23年营收是毛戈平的42倍,股价只不过是毛的3.几倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359008965411104,"gmtCreate":1728656730301,"gmtModify":1728656733230,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a> 激光雷达这块基本也就中国一家独大了,禾赛全球第一也算是没跑了。但是,反过来也说明大家在路线上都选择了抛弃激光雷达,都采用特斯拉的视觉算法。现阶段的股价表现也是这个因素带来的影响结果,但是机会还是有的,激光雷达这块的技术不被看好主要原因是因为成本,其次才是自动驾驶技术路线选择问题,成本这块目前在国内市场的强大工业体系下,价格打下来问题不大,且因为路线出现重大变化,导致激光雷达大概率会选择牺牲利润,保住存活下来的策略,也就会导致激光雷达大概率会成为不论是电车还是油车的普及之选,而国内自动驾驶受限于 AI 芯片的影响,没法做到像国外的 AI 芯片无限制供应和最好芯片的采购选择,导致了自动驾驶这块的软件开发方向依然会激光雷达和视觉算法同时进行,因为要弥补算法上带来的差距,当然这些都是猜测和判断不具备参考和事实依据,第三季度财报会给我们最准确的信号,业绩怎么样就决定了是涨是跌,技术方案有没有进一步突破都是起到决定性的作用,还有一个潜在的影响就是,激光雷达的应用场景的探索,原则上来说应该不受限于汽车上的使用,应用的范围要扩大才能真正的突破业务瓶颈,这些都是后话,财报才是最重要的","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a> 激光雷达这块基本也就中国一家独大了,禾赛全球第一也算是没跑了。但是,反过来也说明大家在路线上都选择了抛弃激光雷达,都采用特斯拉的视觉算法。现阶段的股价表现也是这个因素带来的影响结果,但是机会还是有的,激光雷达这块的技术不被看好主要原因是因为成本,其次才是自动驾驶技术路线选择问题,成本这块目前在国内市场的强大工业体系下,价格打下来问题不大,且因为路线出现重大变化,导致激光雷达大概率会选择牺牲利润,保住存活下来的策略,也就会导致激光雷达大概率会成为不论是电车还是油车的普及之选,而国内自动驾驶受限于 AI 芯片的影响,没法做到像国外的 AI 芯片无限制供应和最好芯片的采购选择,导致了自动驾驶这块的软件开发方向依然会激光雷达和视觉算法同时进行,因为要弥补算法上带来的差距,当然这些都是猜测和判断不具备参考和事实依据,第三季度财报会给我们最准确的信号,业绩怎么样就决定了是涨是跌,技术方案有没有进一步突破都是起到决定性的作用,还有一个潜在的影响就是,激光雷达的应用场景的探索,原则上来说应该不受限于汽车上的使用,应用的范围要扩大才能真正的突破业务瓶颈,这些都是后话,财报才是最重要的","text":"$禾赛(HSAI)$ 激光雷达这块基本也就中国一家独大了,禾赛全球第一也算是没跑了。但是,反过来也说明大家在路线上都选择了抛弃激光雷达,都采用特斯拉的视觉算法。现阶段的股价表现也是这个因素带来的影响结果,但是机会还是有的,激光雷达这块的技术不被看好主要原因是因为成本,其次才是自动驾驶技术路线选择问题,成本这块目前在国内市场的强大工业体系下,价格打下来问题不大,且因为路线出现重大变化,导致激光雷达大概率会选择牺牲利润,保住存活下来的策略,也就会导致激光雷达大概率会成为不论是电车还是油车的普及之选,而国内自动驾驶受限于 AI 芯片的影响,没法做到像国外的 AI 芯片无限制供应和最好芯片的采购选择,导致了自动驾驶这块的软件开发方向依然会激光雷达和视觉算法同时进行,因为要弥补算法上带来的差距,当然这些都是猜测和判断不具备参考和事实依据,第三季度财报会给我们最准确的信号,业绩怎么样就决定了是涨是跌,技术方案有没有进一步突破都是起到决定性的作用,还有一个潜在的影响就是,激光雷达的应用场景的探索,原则上来说应该不受限于汽车上的使用,应用的范围要扩大才能真正的突破业务瓶颈,这些都是后话,财报才是最重要的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359008965411104","isVote":1,"tweetType":1,"viewCount":4642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515632558756802","authorId":"3515632558756802","name":"缺钱买票的股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3515632558756802","authorIdStr":"3515632558756802"},"content":"第一,纯视觉方案弊端会逐渐显现,目前因为自动驾驶车辆数量基数不够,还没到集中大量的视觉方案问题凸显;第二,个人认为,激光雷达最大的市场,会在机器狗、人形机器人等产品,目前这类产品还未大范围商用,所以激光雷达的优势还未凸显。","text":"第一,纯视觉方案弊端会逐渐显现,目前因为自动驾驶车辆数量基数不够,还没到集中大量的视觉方案问题凸显;第二,个人认为,激光雷达最大的市场,会在机器狗、人形机器人等产品,目前这类产品还未大范围商用,所以激光雷达的优势还未凸显。","html":"第一,纯视觉方案弊端会逐渐显现,目前因为自动驾驶车辆数量基数不够,还没到集中大量的视觉方案问题凸显;第二,个人认为,激光雷达最大的市场,会在机器狗、人形机器人等产品,目前这类产品还未大范围商用,所以激光雷达的优势还未凸显。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355491077570720,"gmtCreate":1727791787378,"gmtModify":1727794320581,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 跌肯定是跌不到哪里去的,散户接盘的还是蛮多的,而且英伟达的市值管理资金还是比较充裕的,但是要涨的话,没有机构的推动也涨不上去,核心还是看有没有利好面,而且是真正的利好,目前消息面上的利好其实都已经反应在了股价上,通过业绩来推动股价已经很难了,只有一个核心的东西能推动,就是 AI 方面的真正进步,这种预期上限的突破才能带来进一步的股价突破。而 AI 最近其实有点被苹果带崩了,苹果自身并没有因为 AI 的赋能而带来利好,反而因此而带来了利空,要知道苹果的股价实质上是英伟达股价的隐形上限,英伟达目前不太可能突破苹果的市值,这是一个信心和共识的问题,不论英伟达蹦哒的多欢,苹果目前还是市值上的全球第一,苹果的下跌也会带来英伟达的下跌,这是直接关联关系的。英伟达接下来的涨跌一定是有限的,盘中可以有比较明显的涨跌幅,但是到了收盘基本上也就微微涨跌,所以要是在没有合适的价位的时候,我还是会先观望一下,需要等待一个合适的机会,价位和消息面任何出现一个都可以入场,但是现在不入场,现在还是以中概为主,在波动中才有机会,这一波行情不论是做多还是做空,让中概赢来了史无前例的机会,而英伟达现阶段只适合稳健投资亏不了多少也赚不了多少","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 跌肯定是跌不到哪里去的,散户接盘的还是蛮多的,而且英伟达的市值管理资金还是比较充裕的,但是要涨的话,没有机构的推动也涨不上去,核心还是看有没有利好面,而且是真正的利好,目前消息面上的利好其实都已经反应在了股价上,通过业绩来推动股价已经很难了,只有一个核心的东西能推动,就是 AI 方面的真正进步,这种预期上限的突破才能带来进一步的股价突破。而 AI 最近其实有点被苹果带崩了,苹果自身并没有因为 AI 的赋能而带来利好,反而因此而带来了利空,要知道苹果的股价实质上是英伟达股价的隐形上限,英伟达目前不太可能突破苹果的市值,这是一个信心和共识的问题,不论英伟达蹦哒的多欢,苹果目前还是市值上的全球第一,苹果的下跌也会带来英伟达的下跌,这是直接关联关系的。英伟达接下来的涨跌一定是有限的,盘中可以有比较明显的涨跌幅,但是到了收盘基本上也就微微涨跌,所以要是在没有合适的价位的时候,我还是会先观望一下,需要等待一个合适的机会,价位和消息面任何出现一个都可以入场,但是现在不入场,现在还是以中概为主,在波动中才有机会,这一波行情不论是做多还是做空,让中概赢来了史无前例的机会,而英伟达现阶段只适合稳健投资亏不了多少也赚不了多少","text":"$英伟达(NVDA)$ 跌肯定是跌不到哪里去的,散户接盘的还是蛮多的,而且英伟达的市值管理资金还是比较充裕的,但是要涨的话,没有机构的推动也涨不上去,核心还是看有没有利好面,而且是真正的利好,目前消息面上的利好其实都已经反应在了股价上,通过业绩来推动股价已经很难了,只有一个核心的东西能推动,就是 AI 方面的真正进步,这种预期上限的突破才能带来进一步的股价突破。而 AI 最近其实有点被苹果带崩了,苹果自身并没有因为 AI 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