Yelena_007的个人主页 - 老虎社区

Yelena_007

Yelena_007

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IP属地：北京

147关注

50粉丝

12主题

0勋章

03-05

$中信建投证券(06066)$ 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]

01-22

$小米集团-W(01810)$ 谁能救救这孩子… 26年开年雷。忍痛割肉还是扔着不管啊[笑哭]

02-24

$微软(MSFT)$ 第一次重仓了MS 没想到这样……

03-27

$微软(MSFT)$ [流泪] [流泪] [流泪] 挂在了高岗上…

2021-07-26

集齐3⃣️傻😭$新东方(EDU)$$有道(DAO)$$每日优鲜(MF)$，当然贝壳，PDD 也好不到哪😞我和中概股不合。

2020-12-14

$阿里巴巴(BABA)$肿么办… 割肉心疼不割肉脑壳疼

04-09

$微软(MSFT)$ 所以MS 下一步怎么走呢第一次重仓它没想到就这样[捂脸]

2023-04-04

之前还有点犹豫打不打… 打多少… 小纠结了一下之后还是打了一竿子。结果申购确认之后接二连三的操作… emmmm 不用打了

2024-11-20

$老虎证券(TIGR)$ 这几年不再碰了…

2023-03-31

史上竞猜成绩最好的月份🈷️ 不知今晚会不会破功[暗中观察]

去老虎APP查看更多动态

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第一次重仓它没想到就这样[捂脸]","images":[{"img":"https://static.tigerbbs.com/458f35892d1abfe6e6776a5c6e0f9682","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/551790477390824","isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":5,"crmLevelSwitch":1,"idStr":"3569968827736584","authorIdStr":"3569968827736584"},"content":"套的不深，赶紧斩仓换股票，这个微软估计还要阴跌一年","text":"套的不深，赶紧斩仓换股票，这个微软估计还要阴跌一年","html":"套的不深，赶紧斩仓换股票，这个微软估计还要阴跌一年"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548979207059168,"gmtCreate":1775050030121,"gmtModify":1775050033512,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a 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不知道拆股之后会如何走，继续📈吗","images":[{"img":"https://static.tigerbbs.com/15387278ecff002a41de5ab14a125c89","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548979207059168","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548628611158952,"gmtCreate":1774966016650,"gmtModify":1774966623601,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06066\">$中信建投证券(06066)$</a> 真垃圾[生气]&nbsp; 立贴为证，再不入此烂货","listText":"<a href=\"https://laohu8.com/S/06066\">$中信建投证券(06066)$</a> 真垃圾[生气]&nbsp; 立贴为证，再不入此烂货","text":"$中信建投证券(06066)$ 真垃圾[生气] 立贴为证，再不入此烂货","images":[{"img":"https://static.tigerbbs.com/372a055cee12f5542222f00b247954fd","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548628611158952","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":547034779260432,"gmtCreate":1774576902602,"gmtModify":1774576905239,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; [流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp; 挂在了高岗上…&nbsp;","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; [流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp; 挂在了高岗上…&nbsp;","text":"$微软(MSFT)$ [流泪] [流泪] [流泪] 挂在了高岗上…","images":[{"img":"https://static.tigerbbs.com/d1689b100af3f3362d8d3ff980652cdf","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":2,"link":"https://laohu8.com/post/547034779260432","isVote":1,"tweetType":1,"viewCount":8102,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552085294491427","authorId":"3552085294491427","name":"善战不败","avatar":"https://static.tigerbbs.com/0621e990385fd5a3537305d40f9123f4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3552085294491427","authorIdStr":"3552085294491427"},"content":"你不会做空嘛？","text":"你不会做空嘛？","html":"你不会做空嘛？"},{"author":{"id":"3560988967683500","authorId":"3560988967683500","name":"发财妞","avatar":"https://static.tigerbbs.com/3b117107cbc2dc8648fac2af77472c89","crmLevel":5,"crmLevelSwitch":0,"idStr":"3560988967683500","authorIdStr":"3560988967683500"},"content":"这跌和打仗有关系吗","text":"这跌和打仗有关系吗","html":"这跌和打仗有关系吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":544158471586672,"gmtCreate":1773846683091,"gmtModify":1773846685466,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","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/544158471586672","repostId":"544128787899144","repostType":1,"repost":{"id":544128787899144,"gmtCreate":1773838950452,"gmtModify":1773839881641,"author":{"id":"3576047870878731","authorId":"3576047870878731","name":"Alter聊科技","avatar":"https://static.tigerbbs.com/cd9635c894cbdce58c500b028852ca62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576047870878731","authorIdStr":"3576047870878731"},"themes":[],"title":"企业想要打造一支“龙虾军团”，必须跨过四道“生死坎”","htmlText":"图片 短短半个月的时间，让无数人疯狂的“养虾热”，就蔓延到了企业市场。 3月16日的英伟达 GTC 2026上，黄仁勋在演讲中给了OpenClaw极高的评价：“在最正确的时间点，给了业界最需要的东西”，直言“每一个 SaaS公司都将变成 AaaS（智能体即服务）公司。” 在太平洋的另一边，中国的云厂商们开启了一场应用“大跃进”，或是推出了换壳的OpenClaw，或是在极短时间里打造出了类似Agent产品，并将“龙虾”内置到了企业级的办公产品中。 从极客的“桌面玩具”转向企业运转的“核心引擎”，绝非简单的安装部署。企业想要将OpenClaw类的Agent应用接入真实的业务线，必须趟过四条深不见底的“深水区”。 01 先搞懂机制：“龙虾”凭什么能自己干活？ 不用懂复杂的底层代码，我们用一家公司的运作方式，拆解OpenClaw凭什么能成为最强数字员工。 之所以强大，是因为三大“法宝”： 一是隐形的“大脑”与“手脚”（网关与端侧节点）。 可以把OpenClaw想象成一个潜伏在电脑后台的隐形管家（网关守护进程），能够调用云端大模型思考问题；同时在底层安插了无数个“感知触角”（Nodes），能够看懂屏幕上的内容，知道哪儿是输入框、哪儿是发送键、读取电脑里的文件，拥有了像人类一样操作电脑的物理能力。 二是不知疲倦的“打卡闹钟”（心跳与定时任务机制）。 赋予OpenClaw“数字员工”属性的，是心跳机制（Heartbeat）与定时任务，默认每隔30分钟就会“醒”来一次，自动探寻是否有预设的任务需要执行。相较于需要主动唤醒的AI助手，OpenClaw做到了7x24小时在线，主动监控系统告警或邮箱动态，在不需要触发的情况下主动推送结果。 三是无限扩充的“百宝箱”（Skills技能系统）。 目前的OpenClaw生态已经形成了类似App Store的技能市场（ClawHub）。原本不会用你们公司","listText":"图片 短短半个月的时间，让无数人疯狂的“养虾热”，就蔓延到了企业市场。 3月16日的英伟达 GTC 2026上，黄仁勋在演讲中给了OpenClaw极高的评价：“在最正确的时间点，给了业界最需要的东西”，直言“每一个 SaaS公司都将变成 AaaS（智能体即服务）公司。” 在太平洋的另一边，中国的云厂商们开启了一场应用“大跃进”，或是推出了换壳的OpenClaw，或是在极短时间里打造出了类似Agent产品，并将“龙虾”内置到了企业级的办公产品中。 从极客的“桌面玩具”转向企业运转的“核心引擎”，绝非简单的安装部署。企业想要将OpenClaw类的Agent应用接入真实的业务线，必须趟过四条深不见底的“深水区”。 01 先搞懂机制：“龙虾”凭什么能自己干活？ 不用懂复杂的底层代码，我们用一家公司的运作方式，拆解OpenClaw凭什么能成为最强数字员工。 之所以强大，是因为三大“法宝”： 一是隐形的“大脑”与“手脚”（网关与端侧节点）。 可以把OpenClaw想象成一个潜伏在电脑后台的隐形管家（网关守护进程），能够调用云端大模型思考问题；同时在底层安插了无数个“感知触角”（Nodes），能够看懂屏幕上的内容，知道哪儿是输入框、哪儿是发送键、读取电脑里的文件，拥有了像人类一样操作电脑的物理能力。 二是不知疲倦的“打卡闹钟”（心跳与定时任务机制）。 赋予OpenClaw“数字员工”属性的，是心跳机制（Heartbeat）与定时任务，默认每隔30分钟就会“醒”来一次，自动探寻是否有预设的任务需要执行。相较于需要主动唤醒的AI助手，OpenClaw做到了7x24小时在线，主动监控系统告警或邮箱动态，在不需要触发的情况下主动推送结果。 三是无限扩充的“百宝箱”（Skills技能系统）。 目前的OpenClaw生态已经形成了类似App Store的技能市场（ClawHub）。原本不会用你们公司","text":"图片 短短半个月的时间，让无数人疯狂的“养虾热”，就蔓延到了企业市场。 3月16日的英伟达 GTC 2026上，黄仁勋在演讲中给了OpenClaw极高的评价：“在最正确的时间点，给了业界最需要的东西”，直言“每一个 SaaS公司都将变成 AaaS（智能体即服务）公司。” 在太平洋的另一边，中国的云厂商们开启了一场应用“大跃进”，或是推出了换壳的OpenClaw，或是在极短时间里打造出了类似Agent产品，并将“龙虾”内置到了企业级的办公产品中。 从极客的“桌面玩具”转向企业运转的“核心引擎”，绝非简单的安装部署。企业想要将OpenClaw类的Agent应用接入真实的业务线，必须趟过四条深不见底的“深水区”。 01 先搞懂机制：“龙虾”凭什么能自己干活？ 不用懂复杂的底层代码，我们用一家公司的运作方式，拆解OpenClaw凭什么能成为最强数字员工。 之所以强大，是因为三大“法宝”： 一是隐形的“大脑”与“手脚”（网关与端侧节点）。 可以把OpenClaw想象成一个潜伏在电脑后台的隐形管家（网关守护进程），能够调用云端大模型思考问题；同时在底层安插了无数个“感知触角”（Nodes），能够看懂屏幕上的内容，知道哪儿是输入框、哪儿是发送键、读取电脑里的文件，拥有了像人类一样操作电脑的物理能力。 二是不知疲倦的“打卡闹钟”（心跳与定时任务机制）。 赋予OpenClaw“数字员工”属性的，是心跳机制（Heartbeat）与定时任务，默认每隔30分钟就会“醒”来一次，自动探寻是否有预设的任务需要执行。相较于需要主动唤醒的AI助手，OpenClaw做到了7x24小时在线，主动监控系统告警或邮箱动态，在不需要触发的情况下主动推送结果。 三是无限扩充的“百宝箱”（Skills技能系统）。 目前的OpenClaw生态已经形成了类似App Store的技能市场（ClawHub）。原本不会用你们公司","images":[{"img":"https://static.tigerbbs.com/b303095b0c491377556a3523c61a5333","width":"1080","height":"602"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544128787899144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543683329118240,"gmtCreate":1773760677432,"gmtModify":1773760681325,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 好玩的二手车～","listText":"<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 好玩的二手车～","text":"$Carvana Co.(CVNA)$ 好玩的二手车～","images":[{"img":"https://static.tigerbbs.com/c7dc49e26b0d5f7c55286391e035d704","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543683329118240","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":539469077791512,"gmtCreate":1772724382015,"gmtModify":1772724394294,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06066\">$中信建投证券(06066)$</a> 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/06066\">$中信建投证券(06066)$</a> 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]&nbsp;&nbsp;","text":"$中信建投证券(06066)$ 这个还有希望吗… 港股里这个是今年除了小米之外的第二坑[捂脸]","images":[{"img":"https://static.tigerbbs.com/b339f50af72fdbb087f73a50235fa119","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/539469077791512","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"14948343863400","authorId":"14948343863400","name":"Bill9bill","avatar":"https://static.tigerbbs.com/09480816b0622790078ce4924cef997d","crmLevel":7,"crmLevelSwitch":1,"idStr":"14948343863400","authorIdStr":"14948343863400"},"content":"啊！垃圾中的战斗机！作为优乐赛共享的独家保荐人今天暗盘也破发啦","text":"啊！垃圾中的战斗机！作为优乐赛共享的独家保荐人今天暗盘也破发啦","html":"啊！垃圾中的战斗机！作为优乐赛共享的独家保荐人今天暗盘也破发啦"},{"author":{"id":"3502073777193541","authorId":"3502073777193541","name":"xulihui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3502073777193541","authorIdStr":"3502073777193541"},"content":"你还有希望，我这已经没机会了","text":"你还有希望，我这已经没机会了","html":"你还有希望，我这已经没机会了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":539468312019152,"gmtCreate":1772724264958,"gmtModify":1772725044681,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3520626608704075\">@纳兰长空</a>:比如呢，A股目前买了长电、核电、华电这些算吗[笑哭]//<a href=\"https://laohu8.com/U/3520626608704075\">@纳兰长空</a>:关于“科技巨头开始拼电力，电力股能否成为新主线”这个问题，近期市场确实给出了非常积极的信号。随着AI算力需求爆发，电力已成为科技竞争的“新石油”，而A股市场的电力相关板块，尤其是电网设备，正迎来前所未有的关注。 综合来看，电力股，特别是电网设备板块，确实具备了成为市场新主线的强大逻辑。它不仅是国内稳增长的重要抓手，更是全球AI科技竞赛中不可或缺的“卖铲人”。从“算力竞赛”到“电力争夺”，电力的价值正在被重新定义。 不过，任何投资都伴随着风险。行业的发展也面临海外政策变化、国内电网投资不及预期、上游原材料价格波动等潜在挑战。如果打算布局这个赛道，建议优先关注那些具备核心技术、深度绑定海内外大客户且业绩确定性高的龙头企业。","listText":"Replying to <a href=\"https://laohu8.com/U/3520626608704075\">@纳兰长空</a>:比如呢，A股目前买了长电、核电、华电这些算吗[笑哭]//<a href=\"https://laohu8.com/U/3520626608704075\">@纳兰长空</a>:关于“科技巨头开始拼电力，电力股能否成为新主线”这个问题，近期市场确实给出了非常积极的信号。随着AI算力需求爆发，电力已成为科技竞争的“新石油”，而A股市场的电力相关板块，尤其是电网设备，正迎来前所未有的关注。 综合来看，电力股，特别是电网设备板块，确实具备了成为市场新主线的强大逻辑。它不仅是国内稳增长的重要抓手，更是全球AI科技竞赛中不可或缺的“卖铲人”。从“算力竞赛”到“电力争夺”，电力的价值正在被重新定义。 不过，任何投资都伴随着风险。行业的发展也面临海外政策变化、国内电网投资不及预期、上游原材料价格波动等潜在挑战。如果打算布局这个赛道，建议优先关注那些具备核心技术、深度绑定海内外大客户且业绩确定性高的龙头企业。","text":"Replying to @纳兰长空:比如呢，A股目前买了长电、核电、华电这些算吗[笑哭]//@纳兰长空:关于“科技巨头开始拼电力，电力股能否成为新主线”这个问题，近期市场确实给出了非常积极的信号。随着AI算力需求爆发，电力已成为科技竞争的“新石油”，而A股市场的电力相关板块，尤其是电网设备，正迎来前所未有的关注。 综合来看，电力股，特别是电网设备板块，确实具备了成为市场新主线的强大逻辑。它不仅是国内稳增长的重要抓手，更是全球AI科技竞赛中不可或缺的“卖铲人”。从“算力竞赛”到“电力争夺”，电力的价值正在被重新定义。 不过，任何投资都伴随着风险。行业的发展也面临海外政策变化、国内电网投资不及预期、上游原材料价格波动等潜在挑战。如果打算布局这个赛道，建议优先关注那些具备核心技术、深度绑定海内外大客户且业绩确定性高的龙头企业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539468312019152","isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000412","authorId":"9000000000000412","name":"ReginaEipstein","avatar":"https://static.tigerbbs.com/ca7f1922f3b317b98a7fc87c3d7161dd","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000412","authorIdStr":"9000000000000412"},"content":"电力股最近真猛，我也重仓电网设备！","text":"电力股最近真猛，我也重仓电网设备！","html":"电力股最近真猛，我也重仓电网设备！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536077191086208,"gmtCreate":1771863623831,"gmtModify":1771863635889,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 第一次重仓了MS 没想到这样……","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 第一次重仓了MS 没想到这样……","text":"$微软(MSFT)$ 第一次重仓了MS 没想到这样……","images":[{"img":"https://static.tigerbbs.com/9ff9825d5dc9d6a117776984863ac9db","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/536077191086208","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"content":"大哥 你这也入手太早了一点😂","text":"大哥 你这也入手太早了一点😂","html":"大哥 你这也入手太早了一点😂"},{"author":{"id":"3455967323479283","authorId":"3455967323479283","name":"有认知却没钱了","avatar":"https://static.tigerbbs.com/8928a2c393f886c12fe587ec81fb5cfc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3455967323479283","authorIdStr":"3455967323479283"},"content":"都是套路 会回来 但是要时间","text":"都是套路 会回来 但是要时间","html":"都是套路 会回来 但是要时间"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":524607816934072,"gmtCreate":1769055111195,"gmtModify":1769097601589,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>谁能救救这孩子… 26年开年雷。忍痛割肉还是扔着不管啊[笑哭]&nbsp;&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v 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慢慢盈✅","images":[{"img":"https://static.tigerbbs.com/41c264c80edad096bf6083f8f1af8a3f","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499660196302888","isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496546363470192,"gmtCreate":1762249876409,"gmtModify":1762249878704,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","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/496546363470192","repostId":"496059163431104","repostType":1,"repost":{"id":496059163431104,"gmtCreate":1762139404679,"gmtModify":1762236601834,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"为什么短线老失败而长线一直成功？","htmlText":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 2019年特斯拉因为补贴取消的原因，导致股价跌到了170多，我群里的人一直在减少到70多个人，留下来的都是华人圈子里的大佬，这些人是特斯","listText":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 今年说了不做短线的，但是特朗普加关税的时候导致股市大跌，很多人就抱怨我不应该高位叫大家买股票做长线，然后我又开始做短线了，这是第三次做短线了，开始也做成功了二三十个，但是现在碰到FIG一直跌，其他的也做得不行，基本上短线就做不下去了，反而是我实盘做的长线股还不错，我再复盘我的股市人生，我1999年学习股票，2007年入市，开始什么都不懂，就是买价格最便宜的股票，后来到2013年开始知道价值投资，当时选的就是茅台跟比亚迪，结果后来碰到一个大神带我做题材股，就是徐翔的那个方法，开始做得很好，但是2015年下半年这个方法就失灵了，2018年看到比亚迪跟茅台都涨了十倍，我就下定决心做长线价值投资，当时深入研究公司的时候，发现这些公司的上游都是日本美国，所以我就开始研究美股，研究了半年，发现美股有特斯拉这个最好的股票，我就满仓特斯拉，其他股票就没有研究了。 2019年特斯拉因为补贴取消的原因，导致股价跌到了170多，我群里的人一直在减少到70多个人，留下来的都是华人圈子里的大佬，这些人是特斯","text":"这段时间我写了很多公司的分析报告，我在2021年就开始对整个美股做全部的研究，然后在2023年的时候把整个美股都研究完了，经过两三年的实践，2023年上半年选的三个长线股CVNA，UPST，OPEN都涨起来了，当时选这三个股票做长线的逻辑是因为这三个股票在2022年加息的时候跌了几十倍，那么我就想着降息的话就会涨几十倍，事实证明这是合逻辑的，这三个股票后面都涨了十倍以上，2023年上半年做的短线股开始很顺，后来碰到NVCR一直跌，给套死了，后来割肉出来，然后就停止了短线试验，到了2024年的时候发现收入增长快的股票每次大跌是一个抄底的机会，开始也准了好几次，结果碰到ASPN跟TMDX大跌了，虽然TMDX今年涨起来了，但是短线是不可能拿一年的，相比长线股UPST，OPEN，这短线就做得非常失败了。 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AI了。这些当然都重要，但我最近越来越觉得，真正的大钱，其实已经往“底层”去了。什么意思？先看一组数据。高盛最新预测，到2027年，美国几大科技巨头要砸出1.4万亿美元搞AI基建，是2022–2024年总投入的将近三倍。什么是AI基建？简单说，就是建“AI工厂”：得有芯片、有内存、有数据中心、有服务器、有网络设备、有电力冷却系统……没有这些，再强的模型也跑不起来。微软、亚马逊、谷歌、Meta、Oracle 这些大厂的钱已经砸下去了。微软3年准备花3760亿美金，谷歌也要砸3040亿。Meta也不甘落后，准备整出2790亿。看到这你肯定想问：这些大公司在砸钱，跟我有什么关系？其实关系大了去了。因为这波大资金最终流向的是芯片、设备、云平台、电力系统这些领域里的上市公司，比如 $英伟达(NVDA)$ 、 $美国超微公司(AMD)$ 、 $阿斯麦(ASML)$ 、 $台积电(TSM)$ 、 $微软(MSFT)$ 、 $谷歌(GOOG)$ 这些。你只要买对方向，是可以分享这波产业升级红利的。AI 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我装死了","text":"$小米集团-W(01810)$ 我装死了","html":"$小米集团-W(01810)$ 我装死了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":536077191086208,"gmtCreate":1771863623831,"gmtModify":1771863635889,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 第一次重仓了MS 没想到这样……","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 第一次重仓了MS 没想到这样……","text":"$微软(MSFT)$ 第一次重仓了MS 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这几年不再碰了…","images":[{"img":"https://static.tigerbbs.com/c4b64384c3e8e5341a18cb6ada56588c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/372945334816856","isVote":1,"tweetType":1,"viewCount":4377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578828804285184","authorId":"3578828804285184","name":"小宏仁","avatar":"https://static.tigerbbs.com/6c6baa2660a73dd53c5454e291729cbe","crmLevel":1,"crmLevelSwitch":0,"idStr":"3578828804285184","authorIdStr":"3578828804285184"},"content":"我亏了45个点了10月至今，躺平吧","text":"我亏了45个点了10月至今，躺平吧","html":"我亏了45个点了10月至今，躺平吧"},{"author":{"id":"4098233506355600","authorId":"4098233506355600","name":"十四月阙","avatar":"https://static.tigerbbs.com/00cd1460deec808dfaa014150ebf538e","crmLevel":2,"crmLevelSwitch":1,"idStr":"4098233506355600","authorIdStr":"4098233506355600"},"content":"几年不至于哦，我觉得是有增长前景的，毕竟业绩增长还不错","text":"几年不至于哦，我觉得是有增长前景的，毕竟业绩增长还不错","html":"几年不至于哦，我觉得是有增长前景的，毕竟业绩增长还不错"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":659452802,"gmtCreate":1680221840106,"gmtModify":1680221842714,"author":{"id":"3542253909821281","authorId":"3542253909821281","name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542253909821281","authorIdStr":"3542253909821281"},"themes":[],"title":"","htmlText":"史上竞猜成绩最好的月份🈷️ 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