Tony_P的个人主页 - 老虎社区

Tony_P

Tony_P

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IP属地：北京

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06-18

真敢说啊 5M*70000=3500亿美元 EB5才80万，这么多年下来排队的人也就不到5万这届白宫除了贝森特以外真的是楞舔懂王

抱歉，原内容已删除

05-06

最坏情况下世界有可能毁灭这有什么意义？

抱歉，原内容已删除

02-26

只看K线的话有见底迹象 300左右的买方意愿还是很强的空单差不多该平仓了

01-30

不然呢，这不是明摆着的事情么，意思是领导家都开上小汽车了，汽车厂就可以关门了？

01-11

说的好像这两天只有英伟达一家跌而已整个纳指都在回调有啥可担心的？

2024-11-09

现在其实就是这个逻辑但你逻辑对了不代表你能执行下去

2024-10-11

$特斯拉(TSLA)$ 200见

2024-08-27

你既然要对冲你直接买put犯法么？

抱歉，原内容已删除

2024-08-05

$英伟达(NVDA)$ 今天切实地体会了什么叫做别人恐惧我贪婪，但确实也是不敢太贪婪

2024-08-05

$苹果(AAPL)$ 巴菲特从来不买科技股，但在这个科技井喷的时代，不买科技股又要买什么呢？除了科技股之外，还有哪些股票能接得住伯克希尔巨大的现金流？现在还没有被迫加仓完全是因为降息周期还没开始，还可以去做债。但时间不会很多了。仔细想想，伯克希尔错过的科技股行情已经太多了。巴菲特是把苹果当作新时代的可口可乐来买的，整个逻辑就和绝大多数人不一样。说到这，不得不说张坤确实是巴菲特信徒，他买茅台和巴菲特买可口可乐本质上是一个逻辑。但实话实说，坤哥这几年过的其实并不好。资本市场就是这样，不论你以前赢过多少，如果做不到与时俱进的话，你还是有可能会跟不上趟

2024-08-02

如果你经历过4月份的行情，那么你会对7月份的行情感到格外的亲切。情绪稳定，甚至都有点想笑。

2024-07-25

马老板玩的真是越来越6了，用股东的钱，投资自己的公司，股东还他妈争先恐后的举手

抱歉，原内容已删除

2024-07-24

$英伟达(NVDA)$ 很久不说话了，但整个纳斯达克真是一个能打的都没有

2024-06-14

$特斯拉(TSLA)$ 靠放炮拉动股价这种模式总归不可持续的，割韭菜也不能割的太快，总得让韭菜稍微涨涨。

2024-06-13

老人家这现在也是未卜先知了啊还没投票呢就知道能过

抱歉，原内容已删除

2024-05-18

$英伟达(NVDA)$ 1、基本面不多说了不论是机构的标价，台积电的业绩，极大科技公司的资本支出都全面利好。所以现在直到财报前更多是资金面的博弈了。 2、资金面上，其实现在大家都是空头，因为除非你已经全仓了，不然即使是多头也希望手里手里能有更多的筹码，或者担心别人压价。所以预计财报前不会有太过强烈的购买意愿。在这个点位上过早的做左侧交易怎么看也不是特别划算。这一点从下周的期权布局也体现的挺明显，就是大家还在布局当中。唯一能改变的这一点的是美联储突然放鸽，但现在直到财报前都没什么关键数据发布。结论是：控制好仓位，适当加仓。适当做一些保护，耐心等待财报。英伟达今年的走势，马上就要公布答案了

2024-05-14

有点烙大饼那意思了啊一面糊了翻另一面

抱歉，原内容已删除

2024-05-13

$游戏驿站(GME)$ 这种行情，就算不挣钱也得参与一下啊不然以后怎么和别人吹牛逼啊

2024-05-11

$特斯拉(TSLA)$ 非常好奇，中国生产的特斯拉，算美国车呢还是中国车呢一龙天天在推特上阴阳拜登，这下如果拜登不抬手，那就搞笑了。毕竟国产特斯拉国产化程度这么高，楞要说是中国电动车好像🈶不是一点道理没有

2024-05-03

$亚马逊(AMZN)$ 看不懂，但感到兴奋

去老虎APP查看更多动态

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真的是楞舔懂王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/447330164724056","repostId":"1187993767","repostType":4,"isVote":1,"tweetType":1,"viewCount":2452,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"函盖乾坤截断众流随波逐浪","avatar":"https://static.tigerbbs.com/f4602544b3ccc4c41a2be942e28cbf75","crmLevel":8,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"需要靠谎言维系的世界霸权","text":"需要靠谎言维系的世界霸权","html":"需要靠谎言维系的世界霸权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432167225295464,"gmtCreate":1746521921886,"gmtModify":1746521923591,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"最坏情况下世界有可能毁灭 这有什么意义？","listText":"最坏情况下世界有可能毁灭 这有什么意义？","text":"最坏情况下世界有可能毁灭 这有什么意义？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432167225295464","repostId":"2533526044","repostType":2,"isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407796035641664,"gmtCreate":1740574735624,"gmtModify":1740574738022,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"只看K线的话 有见底迹象 300左右的买方意愿还是很强的&nbsp; 空单差不多该平仓了","listText":"只看K线的话 有见底迹象 300左右的买方意愿还是很强的&nbsp; 空单差不多该平仓了","text":"只看K线的话 有见底迹象 300左右的买方意愿还是很强的 空单差不多该平仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407796035641664","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397955803718232,"gmtCreate":1738179764176,"gmtModify":1738179766478,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"不然呢，这不是明摆着的事情么，意思是领导家都开上小汽车了，汽车厂就可以关门了？","listText":"不然呢，这不是明摆着的事情么，意思是领导家都开上小汽车了，汽车厂就可以关门了？","text":"不然呢，这不是明摆着的事情么，意思是领导家都开上小汽车了，汽车厂就可以关门了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397955803718232","isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391147146498552,"gmtCreate":1736527350410,"gmtModify":1736527352626,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"说的好像这两天只有英伟达一家跌而已 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但你逻辑对了不代表你能执行下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368995304530104","isVote":1,"tweetType":1,"viewCount":3093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358862181916712,"gmtCreate":1728620751184,"gmtModify":1728620752599,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 200见","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 200见","text":"$特斯拉(TSLA)$ 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一龙天天在推特上阴阳拜登，这下如果拜登不抬手，那就搞笑了。毕竟国产特斯拉国产化程度这么高，楞要说是中国电动车好像🈶不是一点道理没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/304746369273856","isVote":1,"tweetType":1,"viewCount":3616,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460824243893799","authorId":"3460824243893799","name":"Jet2017","avatar":"https://static.tigerbbs.com/440beaba18078db3c0c9976ad2baa925","crmLevel":5,"crmLevelSwitch":0,"idStr":"3460824243893799","authorIdStr":"3460824243893799"},"content":"特斯拉在美国有工厂，不需要从中国进口","text":"特斯拉在美国有工厂，不需要从中国进口","html":"特斯拉在美国有工厂，不需要从中国进口"},{"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"content":"中国生产的特斯拉不出口北美","text":"中国生产的特斯拉不出口北美","html":"中国生产的特斯拉不出口北美"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301943134756880,"gmtCreate":1714722816448,"gmtModify":1714722820964,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这段时间的上涨感觉原因没那么复杂 最简单的原因就是木头姐疯狂托底+市场收美联储货币政策影响整体在观望所以没有交易量，导致形成断面时间内的多头优势。 不管怎么说，38万辆的成绩还是太差了，财报的利润率才是重头戏，考虑到Q1价格基本没什么大变化，并且交付量还下降了，这个利润率实在是感觉不会好，并且那个时候木头姐估计也无力加仓了 曾经我是特斯拉死多头，但FSD和AIGC相比，市场焦点在哪里一目了然，甚至在机器人侧，特斯拉目前好像也不占什么优势（还是首发了很多年）而且一龙现在一心思要make USA great again 目前唯一的长线看多原因是储能，但这个兑现要按年计算了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这段时间的上涨感觉原因没那么复杂 最简单的原因就是木头姐疯狂托底+市场收美联储货币政策影响整体在观望所以没有交易量，导致形成断面时间内的多头优势。 不管怎么说，38万辆的成绩还是太差了，财报的利润率才是重头戏，考虑到Q1价格基本没什么大变化，并且交付量还下降了，这个利润率实在是感觉不会好，并且那个时候木头姐估计也无力加仓了 曾经我是特斯拉死多头，但FSD和AIGC相比，市场焦点在哪里一目了然，甚至在机器人侧，特斯拉目前好像也不占什么优势（还是首发了很多年）而且一龙现在一心思要make USA great again 目前唯一的长线看多原因是储能，但这个兑现要按年计算了","text":"$特斯拉(TSLA)$ 这段时间的上涨感觉原因没那么复杂 最简单的原因就是木头姐疯狂托底+市场收美联储货币政策影响整体在观望所以没有交易量，导致形成断面时间内的多头优势。 不管怎么说，38万辆的成绩还是太差了，财报的利润率才是重头戏，考虑到Q1价格基本没什么大变化，并且交付量还下降了，这个利润率实在是感觉不会好，并且那个时候木头姐估计也无力加仓了 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 有关英伟达的价格 第一个因素在于是否认可AI革命，换言之也就是是否认可英伟达长线仍然没到顶。我是认可的，我相信市场主流看法也是长期看好的，看看远期的价外期权价格就很清楚了。当然，多数人的想法也不一定对，但这个涉及到对未来社会发展的基本认知，其实也很难改。总的来说，从这一层看，长期看多。 第二个因素在于宏观经济环境。实事求是的说，美国经济目前已经不是软着陆的问题了，而是防止经济过热的问题。美联储加息预期是板上钉钉的降低了，但这个问题的另一面其实是美国的实体经济目前相当强劲，已经看不到任何的结构性问题迹象。因此，从这一层来看，短期看空，长期仍然是看多。 第三个因素是地缘政治，当前世界政治即使不稳定。但这个因素是不可控的，而且不仅仅影响英伟达，而是影响整个科技股。如果因为这个挨打，那其实没啥可冤枉的，除非你愿意空仓或者清掉科技股。 第四个因素就是单纯的技术面了，任何股票上涨都是买的比卖的多，经历过前一段时间的亏损，让我不得不考虑在经过了一季度的狂飙之后，大资金吃的够饱，买入的意愿远没有想象中的强， 这甚至已经不是价格多少的问题了，而是基于风险管控的角度，短期内为什么还要在英伟达上冒险呢？这可能是最近市场不断缩量的另一个原因。 因此，英伟达股价的下一波冲刺需要足够的刺激因素，现在能想得出来的也就只有Q1 Q2的业绩了。这其实就又说回了第一个因素。 总结一下我的计划，短期内减少操作，逢低加仓call 为自己的认知买单","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 有关英伟达的价格 第一个因素在于是否认可AI革命，换言之也就是是否认可英伟达长线仍然没到顶。我是认可的，我相信市场主流看法也是长期看好的，看看远期的价外期权价格就很清楚了。当然，多数人的想法也不一定对，但这个涉及到对未来社会发展的基本认知，其实也很难改。总的来说，从这一层看，长期看多。 第二个因素在于宏观经济环境。实事求是的说，美国经济目前已经不是软着陆的问题了，而是防止经济过热的问题。美联储加息预期是板上钉钉的降低了，但这个问题的另一面其实是美国的实体经济目前相当强劲，已经看不到任何的结构性问题迹象。因此，从这一层来看，短期看空，长期仍然是看多。 第三个因素是地缘政治，当前世界政治即使不稳定。但这个因素是不可控的，而且不仅仅影响英伟达，而是影响整个科技股。如果因为这个挨打，那其实没啥可冤枉的，除非你愿意空仓或者清掉科技股。 第四个因素就是单纯的技术面了，任何股票上涨都是买的比卖的多，经历过前一段时间的亏损，让我不得不考虑在经过了一季度的狂飙之后，大资金吃的够饱，买入的意愿远没有想象中的强， 这甚至已经不是价格多少的问题了，而是基于风险管控的角度，短期内为什么还要在英伟达上冒险呢？这可能是最近市场不断缩量的另一个原因。 因此，英伟达股价的下一波冲刺需要足够的刺激因素，现在能想得出来的也就只有Q1 Q2的业绩了。这其实就又说回了第一个因素。 总结一下我的计划，短期内减少操作，逢低加仓call 为自己的认知买单","text":"$英伟达(NVDA)$ 有关英伟达的价格 第一个因素在于是否认可AI革命，换言之也就是是否认可英伟达长线仍然没到顶。我是认可的，我相信市场主流看法也是长期看好的，看看远期的价外期权价格就很清楚了。当然，多数人的想法也不一定对，但这个涉及到对未来社会发展的基本认知，其实也很难改。总的来说，从这一层看，长期看多。 第二个因素在于宏观经济环境。实事求是的说，美国经济目前已经不是软着陆的问题了，而是防止经济过热的问题。美联储加息预期是板上钉钉的降低了，但这个问题的另一面其实是美国的实体经济目前相当强劲，已经看不到任何的结构性问题迹象。因此，从这一层来看，短期看空，长期仍然是看多。 第三个因素是地缘政治，当前世界政治即使不稳定。但这个因素是不可控的，而且不仅仅影响英伟达，而是影响整个科技股。如果因为这个挨打，那其实没啥可冤枉的，除非你愿意空仓或者清掉科技股。 第四个因素就是单纯的技术面了，任何股票上涨都是买的比卖的多，经历过前一段时间的亏损，让我不得不考虑在经过了一季度的狂飙之后，大资金吃的够饱，买入的意愿远没有想象中的强， 这甚至已经不是价格多少的问题了，而是基于风险管控的角度，短期内为什么还要在英伟达上冒险呢？这可能是最近市场不断缩量的另一个原因。 因此，英伟达股价的下一波冲刺需要足够的刺激因素，现在能想得出来的也就只有Q1 Q2的业绩了。这其实就又说回了第一个因素。 总结一下我的计划，短期内减少操作，逢低加仓call 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一周看下来，有几点感想吧。1、多空博弈非常激烈，且上周空方稍占优势。多头整体看起来相较于财报那一波明显团结程度有所下降，恐高情绪是客观存在的。这周如果股价站不上900，多头情绪可能会进一步受挫。2、但空头局势也没有好到哪里去，860-870附近有比较强的抄底意愿，同时也有一定的交易量来筑底。长期看好仍然是市场的共识，目前的分歧在于过去一周的调整是否已经到位了。3、其实昨天公布的信息还是挺重量的，第一个是英伟达正在往SaaS转型，一系列新产品都是本着要打造产品生态去的，用户网络也在不断深化和扩大，护城河在进一步加深。第二个AI的应用落地已经近在眼前了，甚至已经进入2b端了。人类真的正处于AI革命的前夕。 综合来看，正股或者远期价内期权可以继续长期持有，但短期期权（尤其是价外）需要适当减仓。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一周看下来，有几点感想吧。1、多空博弈非常激烈，且上周空方稍占优势。多头整体看起来相较于财报那一波明显团结程度有所下降，恐高情绪是客观存在的。这周如果股价站不上900，多头情绪可能会进一步受挫。2、但空头局势也没有好到哪里去，860-870附近有比较强的抄底意愿，同时也有一定的交易量来筑底。长期看好仍然是市场的共识，目前的分歧在于过去一周的调整是否已经到位了。3、其实昨天公布的信息还是挺重量的，第一个是英伟达正在往SaaS转型，一系列新产品都是本着要打造产品生态去的，用户网络也在不断深化和扩大，护城河在进一步加深。第二个AI的应用落地已经近在眼前了，甚至已经进入2b端了。人类真的正处于AI革命的前夕。 综合来看，正股或者远期价内期权可以继续长期持有，但短期期权（尤其是价外）需要适当减仓。","text":"$英伟达(NVDA)$ 一周看下来，有几点感想吧。1、多空博弈非常激烈，且上周空方稍占优势。多头整体看起来相较于财报那一波明显团结程度有所下降，恐高情绪是客观存在的。这周如果股价站不上900，多头情绪可能会进一步受挫。2、但空头局势也没有好到哪里去，860-870附近有比较强的抄底意愿，同时也有一定的交易量来筑底。长期看好仍然是市场的共识，目前的分歧在于过去一周的调整是否已经到位了。3、其实昨天公布的信息还是挺重量的，第一个是英伟达正在往SaaS转型，一系列新产品都是本着要打造产品生态去的，用户网络也在不断深化和扩大，护城河在进一步加深。第二个AI的应用落地已经近在眼前了，甚至已经进入2b端了。人类真的正处于AI革命的前夕。 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真的要考虑一下自己是不是适合玩美股了","images":[{"img":"https://static.tigerbbs.com/39fa8f0072ddf7c11fb69ae1ef2fe61b","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281862892736544","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"20722186463466","authorIdStr":"20722186463466"},"content":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","text":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","html":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298075803541576,"gmtCreate":1713801147028,"gmtModify":1713802152119,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"维持过去的观点，财报不可能好看，尤其是利润率和现金流，而这是市场过去三个财报最关注的指标。单说利润率，交付下降8.5%意味着汽车业务的营收下降8.5%，但生产过程中的非沉默成本仍然存在，其他支出方面，几个工厂的升级都在进行。还有额外一笔购买GPU的支出，除非是特斯拉在一季度大幅度增持了比特币，不然这个利润率怎么可能会好看。事实上，砍掉低价车型以及裁员，短期的核心目标都是为了降本 远景不说，即使抄底也在财报之后。","listText":"维持过去的观点，财报不可能好看，尤其是利润率和现金流，而这是市场过去三个财报最关注的指标。单说利润率，交付下降8.5%意味着汽车业务的营收下降8.5%，但生产过程中的非沉默成本仍然存在，其他支出方面，几个工厂的升级都在进行。还有额外一笔购买GPU的支出，除非是特斯拉在一季度大幅度增持了比特币，不然这个利润率怎么可能会好看。事实上，砍掉低价车型以及裁员，短期的核心目标都是为了降本 远景不说，即使抄底也在财报之后。","text":"维持过去的观点，财报不可能好看，尤其是利润率和现金流，而这是市场过去三个财报最关注的指标。单说利润率，交付下降8.5%意味着汽车业务的营收下降8.5%，但生产过程中的非沉默成本仍然存在，其他支出方面，几个工厂的升级都在进行。还有额外一笔购买GPU的支出，除非是特斯拉在一季度大幅度增持了比特币，不然这个利润率怎么可能会好看。事实上，砍掉低价车型以及裁员，短期的核心目标都是为了降本 远景不说，即使抄底也在财报之后。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/298075803541576","isVote":1,"tweetType":1,"viewCount":13999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292068254548016,"gmtCreate":1712331662681,"gmtModify":1712331665049,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 方舟基金前来救驾是吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 方舟基金前来救驾是吧","text":"$特斯拉(TSLA)$ 方舟基金前来救驾是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/292068254548016","isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"印度新工厂的工资比上海、深圳便宜不少，比亚迪16万的电车，特斯拉也能造的出，再不行就把工厂搬到非洲去，成本又可以下降很多，搞内卷，谁怕谁？","text":"印度新工厂的工资比上海、深圳便宜不少，比亚迪16万的电车，特斯拉也能造的出，再不行就把工厂搬到非洲去，成本又可以下降很多，搞内卷，谁怕谁？","html":"印度新工厂的工资比上海、深圳便宜不少，比亚迪16万的电车，特斯拉也能造的出，再不行就把工厂搬到非洲去，成本又可以下降很多，搞内卷，谁怕谁？"},{"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"content":"马斯克的推特现在比特朗普的推特真实性强点有限。而且这回路透是从三个不同信源得到的消息 咱们有一说一，即使有model 2, 上卷不过比小米，下卷不过比亚迪。 在欧美市场，谁会差那几千块就买不起车了呢。 战略上这是个正确的选择。","text":"马斯克的推特现在比特朗普的推特真实性强点有限。而且这回路透是从三个不同信源得到的消息 咱们有一说一，即使有model 2, 上卷不过比小米，下卷不过比亚迪。 在欧美市场，谁会差那几千块就买不起车了呢。 战略上这是个正确的选择。","html":"马斯克的推特现在比特朗普的推特真实性强点有限。而且这回路透是从三个不同信源得到的消息 咱们有一说一，即使有model 2, 上卷不过比小米，下卷不过比亚迪。 在欧美市场，谁会差那几千块就买不起车了呢。 战略上这是个正确的选择。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298513136226488,"gmtCreate":1713911676341,"gmtModify":1713922642318,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 资本市场有时候就是这么不理智 之前路透说没有低价车型了，股价跌， 一龙没有否认，但是说会加速开发无人汽车，股价涨 今天又说有低价车型了（就暂且相信你说的），股价又涨 那问题是，市场到底是看好无人汽车还是低价车型呢？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 资本市场有时候就是这么不理智 之前路透说没有低价车型了，股价跌， 一龙没有否认，但是说会加速开发无人汽车，股价涨 今天又说有低价车型了（就暂且相信你说的），股价又涨 那问题是，市场到底是看好无人汽车还是低价车型呢？","text":"$特斯拉(TSLA)$ 资本市场有时候就是这么不理智 之前路透说没有低价车型了，股价跌， 一龙没有否认，但是说会加速开发无人汽车，股价涨 今天又说有低价车型了（就暂且相信你说的），股价又涨 那问题是，市场到底是看好无人汽车还是低价车型呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/298513136226488","isVote":1,"tweetType":1,"viewCount":11045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559329655819166","authorId":"3559329655819166","name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"idStr":"3559329655819166","authorIdStr":"3559329655819166"},"content":"人家早就发推否认了..你自己看不见就说没有？","text":"人家早就发推否认了..你自己看不见就说没有？","html":"人家早就发推否认了..你自己看不见就说没有？"},{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"股东让老马必须搞低价车型，不服从的话，老马就得离开特斯拉。","text":"股东让老马必须搞低价车型，不服从的话，老马就得离开特斯拉。","html":"股东让老马必须搞低价车型，不服从的话，老马就得离开特斯拉。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299123390881864,"gmtCreate":1714053375847,"gmtModify":1714102614100,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 同样的独立走势+大单净流入，再次让我倾向认为英伟达的价格已经足够有吸引力，但大盘仍然拉垮，大盘的情绪还没完全反转，英伟达自己还没脱离危险区，不过如果换个角度，很像是重新走回单边行情的前奏","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 同样的独立走势+大单净流入，再次让我倾向认为英伟达的价格已经足够有吸引力，但大盘仍然拉垮，大盘的情绪还没完全反转，英伟达自己还没脱离危险区，不过如果换个角度，很像是重新走回单边行情的前奏","text":"$英伟达(NVDA)$ 同样的独立走势+大单净流入，再次让我倾向认为英伟达的价格已经足够有吸引力，但大盘仍然拉垮，大盘的情绪还没完全反转，英伟达自己还没脱离危险区，不过如果换个角度，很像是重新走回单边行情的前奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/299123390881864","isVote":1,"tweetType":1,"viewCount":13170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129260344802480","authorId":"4129260344802480","name":"AlbertZhou","avatar":"https://static.tigerbbs.com/8017a93295a59e8bdbcfe90423376011","crmLevel":5,"crmLevelSwitch":0,"idStr":"4129260344802480","authorIdStr":"4129260344802480"},"content":"大佬想问问接下来七姐妹连续发布财报期间持有英伟达风险高么，要不要在哪个时间段脱手一阵","text":"大佬想问问接下来七姐妹连续发布财报期间持有英伟达风险高么，要不要在哪个时间段脱手一阵","html":"大佬想问问接下来七姐妹连续发布财报期间持有英伟达风险高么，要不要在哪个时间段脱手一阵"},{"author":{"id":"4129260344802480","authorId":"4129260344802480","name":"AlbertZhou","avatar":"https://static.tigerbbs.com/8017a93295a59e8bdbcfe90423376011","crmLevel":5,"crmLevelSwitch":0,"idStr":"4129260344802480","authorIdStr":"4129260344802480"},"content":"大佬想问问你怎么看未来两周七姐妹陆续发财报对英伟达的股价影响","text":"大佬想问问你怎么看未来两周七姐妹陆续发财报对英伟达的股价影响","html":"大佬想问问你怎么看未来两周七姐妹陆续发财报对英伟达的股价影响"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298067641045096,"gmtCreate":1713799266330,"gmtModify":1713850601545,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 不说结论，只说一些观察 1、今天相对独立于纳指，对比走势可知英伟达有比较强的购买意愿 2、大单资金显著净流入 3、放量了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 不说结论，只说一些观察 1、今天相对独立于纳指，对比走势可知英伟达有比较强的购买意愿 2、大单资金显著净流入 3、放量了","text":"$英伟达(NVDA)$ 不说结论，只说一些观察 1、今天相对独立于纳指，对比走势可知英伟达有比较强的购买意愿 2、大单资金显著净流入 3、放量了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/298067641045096","isVote":1,"tweetType":1,"viewCount":6508,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500038331774042","authorId":"3500038331774042","name":"MZET","avatar":"https://static.tigerbbs.com/7ac0ff5c3153ab4e33b884c247f79c68","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500038331774042","authorIdStr":"3500038331774042"},"content":"但是几次测试800还是没测上去，烦心","text":"但是几次测试800还是没测上去，烦心","html":"但是几次测试800还是没测上去，烦心"},{"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"content":"结论一：meta 微软财报整体向好，AI不是伪命题，但有资金仍然在压盘，将势能积聚到最后一刻。但英伟达作为AI龙头，当前的资产价格已经足够有吸引力，导致有人抢跑。 结论二，AI前景仍不明朗，但突然有大体量的资金愿意在英伟达里充当死多头（就像木头姐之于特斯拉） 结论三，AI是伪命题，木头姐是对的，但有资金在力图自救。同时给各位一个跑路的机会。","text":"结论一：meta 微软财报整体向好，AI不是伪命题，但有资金仍然在压盘，将势能积聚到最后一刻。但英伟达作为AI龙头，当前的资产价格已经足够有吸引力，导致有人抢跑。 结论二，AI前景仍不明朗，但突然有大体量的资金愿意在英伟达里充当死多头（就像木头姐之于特斯拉） 结论三，AI是伪命题，木头姐是对的，但有资金在力图自救。同时给各位一个跑路的机会。","html":"结论一：meta 微软财报整体向好，AI不是伪命题，但有资金仍然在压盘，将势能积聚到最后一刻。但英伟达作为AI龙头，当前的资产价格已经足够有吸引力，导致有人抢跑。 结论二，AI前景仍不明朗，但突然有大体量的资金愿意在英伟达里充当死多头（就像木头姐之于特斯拉） 结论三，AI是伪命题，木头姐是对的，但有资金在力图自救。同时给各位一个跑路的机会。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297032526864392,"gmtCreate":1713546505359,"gmtModify":1713546598798,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 手里没有临期期权 所以目前情绪还是比较稳定。不过这周put应该是都赚的盆满钵满，整体连像样的抵抗都没有。过去在830-840磨了这么久的承压位，今天随随便便的破了。 整体来看，还是之前的观点，英伟达目前没有主线资金在参与，基本上跟着纳指在走，且对坏消息异常敏感。 但今天这个局面，我觉得如果下周几大科技公司的财报还不足以扭转纳指的下滑态势，那这个形态就是真的不太好看了。毕竟网飞和台积电的财报都不可谓不好，跌的多多少少都有些莫名其妙。 那么问题就在于，你相信一个强健的实体经济能走出以季度为单位的熊市么？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 手里没有临期期权 所以目前情绪还是比较稳定。不过这周put应该是都赚的盆满钵满，整体连像样的抵抗都没有。过去在830-840磨了这么久的承压位，今天随随便便的破了。 整体来看，还是之前的观点，英伟达目前没有主线资金在参与，基本上跟着纳指在走，且对坏消息异常敏感。 但今天这个局面，我觉得如果下周几大科技公司的财报还不足以扭转纳指的下滑态势，那这个形态就是真的不太好看了。毕竟网飞和台积电的财报都不可谓不好，跌的多多少少都有些莫名其妙。 那么问题就在于，你相信一个强健的实体经济能走出以季度为单位的熊市么？","text":"$英伟达(NVDA)$ 手里没有临期期权 所以目前情绪还是比较稳定。不过这周put应该是都赚的盆满钵满，整体连像样的抵抗都没有。过去在830-840磨了这么久的承压位，今天随随便便的破了。 整体来看，还是之前的观点，英伟达目前没有主线资金在参与，基本上跟着纳指在走，且对坏消息异常敏感。 但今天这个局面，我觉得如果下周几大科技公司的财报还不足以扭转纳指的下滑态势，那这个形态就是真的不太好看了。毕竟网飞和台积电的财报都不可谓不好，跌的多多少少都有些莫名其妙。 那么问题就在于，你相信一个强健的实体经济能走出以季度为单位的熊市么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/297032526864392","isVote":1,"tweetType":1,"viewCount":5528,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500038331774042","authorId":"3500038331774042","name":"MZET","avatar":"https://static.tigerbbs.com/7ac0ff5c3153ab4e33b884c247f79c68","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500038331774042","authorIdStr":"3500038331774042"},"content":"能啊，人为操作下啥不能？ 某市某年几千万人还能自愿居家3个月呢","text":"能啊，人为操作下啥不能？ 某市某年几千万人还能自愿居家3个月呢","html":"能啊，人为操作下啥不能？ 某市某年几千万人还能自愿居家3个月呢"},{"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"content":"坦白说有点好奇 究竟跌倒多少能让大体量的资金动心","text":"坦白说有点好奇 究竟跌倒多少能让大体量的资金动心","html":"坦白说有点好奇 究竟跌倒多少能让大体量的资金动心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295960258187456,"gmtCreate":1713285970232,"gmtModify":1713331284586,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"1、robotaxi的核心问题不是技术，而是政策与法律，首先，有多少国家会给这项技术开绿灯？除了北美以外，5年之内几乎是不可想象的。其次，即使政策上放行，事故责任如何界定？如果特斯拉愿意无条件承担责任，那么但从保险支出一条，这会是一笔多大的支出？更不用说北美那个诉棍横行的社会，如果特斯拉不愿意，那么政策上就不可能放行。 2. 有关擎天柱，现在就断言特斯拉会是将来的龙头太武断了吧？尤其是在特斯拉只有纯视觉模型，而没有自然语言模型的前提下。","listText":"1、robotaxi的核心问题不是技术，而是政策与法律，首先，有多少国家会给这项技术开绿灯？除了北美以外，5年之内几乎是不可想象的。其次，即使政策上放行，事故责任如何界定？如果特斯拉愿意无条件承担责任，那么但从保险支出一条，这会是一笔多大的支出？更不用说北美那个诉棍横行的社会，如果特斯拉不愿意，那么政策上就不可能放行。 2. 有关擎天柱，现在就断言特斯拉会是将来的龙头太武断了吧？尤其是在特斯拉只有纯视觉模型，而没有自然语言模型的前提下。","text":"1、robotaxi的核心问题不是技术，而是政策与法律，首先，有多少国家会给这项技术开绿灯？除了北美以外，5年之内几乎是不可想象的。其次，即使政策上放行，事故责任如何界定？如果特斯拉愿意无条件承担责任，那么但从保险支出一条，这会是一笔多大的支出？更不用说北美那个诉棍横行的社会，如果特斯拉不愿意，那么政策上就不可能放行。 2. 有关擎天柱，现在就断言特斯拉会是将来的龙头太武断了吧？尤其是在特斯拉只有纯视觉模型，而没有自然语言模型的前提下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/295960258187456","repostId":"1192114240","repostType":2,"isVote":1,"tweetType":1,"viewCount":7968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000154","authorId":"9000000000000154","name":"妥妥的幸福11","avatar":"https://static.tigerbbs.com/e747bedd43d9fd19621ea7f5e5a63cf3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000154","authorIdStr":"9000000000000154"},"content":"因此，我们无法断言特斯拉是否会在未来成为龙头企业，这需要综合考虑多个因素的影响。","text":"因此，我们无法断言特斯拉是否会在未来成为龙头企业，这需要综合考虑多个因素的影响。","html":"因此，我们无法断言特斯拉是否会在未来成为龙头企业，这需要综合考虑多个因素的影响。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298756323098672,"gmtCreate":1713967828683,"gmtModify":1713967830737,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 纯交易因素了，和基本面脱离了。 但当年GME确实也没什么基本面就是了 建议现在所有人现在挂个末日call&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 纯交易因素了，和基本面脱离了。 但当年GME确实也没什么基本面就是了 建议现在所有人现在挂个末日call&nbsp;","text":"$特斯拉(TSLA)$ 纯交易因素了，和基本面脱离了。 但当年GME确实也没什么基本面就是了 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EB5才80万，这么多年下来排队的人也就不到5万 这届白宫除了贝森特以外 真的是楞舔懂王","listText":"真敢说啊 5M*70000=3500亿美元 EB5才80万，这么多年下来排队的人也就不到5万 这届白宫除了贝森特以外 真的是楞舔懂王","text":"真敢说啊 5M*70000=3500亿美元 EB5才80万，这么多年下来排队的人也就不到5万 这届白宫除了贝森特以外 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每周固定保留节目"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306945781735688,"gmtCreate":1715972506553,"gmtModify":1715981809403,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 1、基本面不多说了 不论是机构的标价，台积电的业绩，极大科技公司的资本支出都全面利好。所以现在直到财报前更多是资金面的博弈了。 2、资金面上，其实现在大家都是空头，因为除非你已经全仓了，不然即使是多头也希望手里手里能有更多的筹码，或者担心别人压价。所以预计财报前不会有太过强烈的购买意愿。在这个点位上过早的做左侧交易怎么看也不是特别划算。这一点从下周的期权布局也体现的挺明显，就是大家还在布局当中。唯一能改变的这一点的是美联储突然放鸽，但现在直到财报前都没什么关键数据发布。 结论是：控制好仓位，适当加仓。适当做一些保护，耐心等待财报。英伟达今年的走势，马上就要公布答案了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 1、基本面不多说了 不论是机构的标价，台积电的业绩，极大科技公司的资本支出都全面利好。所以现在直到财报前更多是资金面的博弈了。 2、资金面上，其实现在大家都是空头，因为除非你已经全仓了，不然即使是多头也希望手里手里能有更多的筹码，或者担心别人压价。所以预计财报前不会有太过强烈的购买意愿。在这个点位上过早的做左侧交易怎么看也不是特别划算。这一点从下周的期权布局也体现的挺明显，就是大家还在布局当中。唯一能改变的这一点的是美联储突然放鸽，但现在直到财报前都没什么关键数据发布。 结论是：控制好仓位，适当加仓。适当做一些保护，耐心等待财报。英伟达今年的走势，马上就要公布答案了","text":"$英伟达(NVDA)$ 1、基本面不多说了 不论是机构的标价，台积电的业绩，极大科技公司的资本支出都全面利好。所以现在直到财报前更多是资金面的博弈了。 2、资金面上，其实现在大家都是空头，因为除非你已经全仓了，不然即使是多头也希望手里手里能有更多的筹码，或者担心别人压价。所以预计财报前不会有太过强烈的购买意愿。在这个点位上过早的做左侧交易怎么看也不是特别划算。这一点从下周的期权布局也体现的挺明显，就是大家还在布局当中。唯一能改变的这一点的是美联储突然放鸽，但现在直到财报前都没什么关键数据发布。 结论是：控制好仓位，适当加仓。适当做一些保护，耐心等待财报。英伟达今年的走势，马上就要公布答案了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/306945781735688","isVote":1,"tweetType":1,"viewCount":6043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298072442728744,"gmtCreate":1713800466672,"gmtModify":1713838762514,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"结论一：meta 微软财报整体向好，AI不是伪命题，但有资金仍然在压盘，将势能积聚到最后一刻。但英伟达作为AI龙头，当前的资产价格已经足够有吸引力，导致有人抢跑。 结论二，AI前景仍不明朗，但突然有大体量的资金愿意在英伟达里充当死多头（就像木头姐之于特斯拉） 结论三，AI是伪命题，木头姐是对的，但有资金在力图自救。同时给各位一个跑路的机会。","listText":"结论一：meta 微软财报整体向好，AI不是伪命题，但有资金仍然在压盘，将势能积聚到最后一刻。但英伟达作为AI龙头，当前的资产价格已经足够有吸引力，导致有人抢跑。 结论二，AI前景仍不明朗，但突然有大体量的资金愿意在英伟达里充当死多头（就像木头姐之于特斯拉） 结论三，AI是伪命题，木头姐是对的，但有资金在力图自救。同时给各位一个跑路的机会。","text":"结论一：meta 微软财报整体向好，AI不是伪命题，但有资金仍然在压盘，将势能积聚到最后一刻。但英伟达作为AI龙头，当前的资产价格已经足够有吸引力，导致有人抢跑。 结论二，AI前景仍不明朗，但突然有大体量的资金愿意在英伟达里充当死多头（就像木头姐之于特斯拉） 结论三，AI是伪命题，木头姐是对的，但有资金在力图自救。同时给各位一个跑路的机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298072442728744","repostId":"298067641045096","repostType":1,"repost":{"id":298067641045096,"gmtCreate":1713799266330,"gmtModify":1713850601545,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 不说结论，只说一些观察 1、今天相对独立于纳指，对比走势可知英伟达有比较强的购买意愿 2、大单资金显著净流入 3、放量了","listText":"<a 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