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07-30

话说得很漂亮，谁都懂，但实际上是怎么回事？

东方港湾但斌：大跌一定要敢买已将“剩余子弹打光”

05-08

‌$美光科技(MU)$ ‌‌$美光科技(MU)$ ‌ 一直看好，但是跌得凶的时候，扛不住了，把40%的仓位换成了西部数据，刚开始西部数据跑的比美光快，心理上后悔没全换，现在是觉得为什么当初要换呢？

03-26

这个TurboQuant 论文，好像去年就炒过一次。一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份康奈尔大学发表一个标2026年3月份， google 发表。很奇怪，google 有这样的技术，自己偷偷摸摸干出来不就好了，为什么发表出去？

02-06

‌各位能不能分析一下，这只股票为什么跌？四大存储，明明，这股是最好的，有HBM，有NAND, 有DRAM , 业绩也最好，为什么表现反而最差？

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href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY.US)已经成为这一轮AI行情阶段性的标志性公司之一，当前市场调整节奏较快，短期方向大概率很快就会见分晓。</strong></p><p>不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。他表示，从更长时间维度来看，只有供需格局持续优化、盈利能力稳步改善的企业，才有机会穿越一轮又一轮行业周期，为投资者创造持续回报。</p><p>近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。公开披露的海外持仓显示，其长期重仓<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI产业链龙头企业，同时也持续关注包括存储芯片在内的AI硬件赛道。他此前曾表示，相信AI产业仍处于长期成长周期，即便市场经历阶段性调整，优质公司的长期价值仍有望不断兑现。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1473489.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMH":"半导体指数ETF-HOLDRs","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1778281490.HKD":"HSBC GIF 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市场是觉得他下个季度财报不够好"},{"author":{"id":"3561625685999176","authorId":"3561625685999176","name":"木雨林","avatar":"https://static.tigerbbs.com/a826fc382a53e593b578a4e0643332f7","crmLevel":5,"crmLevelSwitch":0,"idStr":"3561625685999176","authorIdStr":"3561625685999176"},"content":"涨的太多有获利盘了结很正常，空头借机反扑，逻辑不变就坚定持有","text":"涨的太多有获利盘了结很正常，空头借机反扑，逻辑不变就坚定持有","html":"涨的太多有获利盘了结很正常，空头借机反扑，逻辑不变就坚定持有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562040379516552,"gmtCreate":1778248647145,"gmtModify":1778249555689,"author":{"id":"3548968255975555","authorId":"3548968255975555","name":"grampus","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548968255975555","authorIdStr":"3548968255975555"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌ 一直看好，但是跌得凶的时候，扛不住了，把40%的仓位换成了西部数据，刚开始西部数据跑的比美光快， 心理上后悔没全换，现在是觉得为什么当初要换呢？","listText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌ 一直看好，但是跌得凶的时候，扛不住了，把40%的仓位换成了西部数据，刚开始西部数据跑的比美光快， 心理上后悔没全换，现在是觉得为什么当初要换呢？","text":"‌$美光科技(MU)$ ‌‌$美光科技(MU)$ ‌ 一直看好，但是跌得凶的时候，扛不住了，把40%的仓位换成了西部数据，刚开始西部数据跑的比美光快， 心理上后悔没全换，现在是觉得为什么当初要换呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562040379516552","isVote":1,"tweetType":1,"viewCount":5662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544073188249485","authorId":"3544073188249485","name":"jius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544073188249485","authorIdStr":"3544073188249485"},"content":"这没得说的，我本来38买的$Tradr 2X Long SNDK Daily ETF(SNXX)$ ‌，后来想赌美光财报，就全仓买了2倍美光ETF‌$2倍做多MU ETF-Direxion(MUU)$ ‌，结果美光从460跌到320 ，对于我买2倍美光来说是跌了60%，然后就是暴力拉升，闪迪翻一倍的情况下，我才解套，之后我就一直拿着‌$2倍做多MU ETF-Direxion(MUU)$ ‌（228的本），现在涨150%，可如果我不贪心赌美光财报呢？","text":"这没得说的，我本来38买的$Tradr 2X Long SNDK Daily ETF(SNXX)$ ‌，后来想赌美光财报，就全仓买了2倍美光ETF‌$2倍做多MU ETF-Direxion(MUU)$ ‌，结果美光从460跌到320 ，对于我买2倍美光来说是跌了60%，然后就是暴力拉升，闪迪翻一倍的情况下，我才解套，之后我就一直拿着‌$2倍做多MU ETF-Direxion(MUU)$ ‌（228的本），现在涨150%，可如果我不贪心赌美光财报呢？","html":"这没得说的，我本来38买的$Tradr 2X Long SNDK Daily ETF(SNXX)$ ‌，后来想赌美光财报，就全仓买了2倍美光ETF‌$2倍做多MU ETF-Direxion(MUU)$ ‌，结果美光从460跌到320 ，对于我买2倍美光来说是跌了60%，然后就是暴力拉升，闪迪翻一倍的情况下，我才解套，之后我就一直拿着‌$2倍做多MU ETF-Direxion(MUU)$ ‌（228的本），现在涨150%，可如果我不贪心赌美光财报呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546785750471584,"gmtCreate":1774516099292,"gmtModify":1774517590950,"author":{"id":"3548968255975555","authorId":"3548968255975555","name":"grampus","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548968255975555","authorIdStr":"3548968255975555"},"themes":[],"title":"","htmlText":"这个TurboQuant 论文， 好像去年就炒过一次。 一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份&nbsp; 康奈尔大学发表 一个标2026年3月份， google 发表。 很奇怪，google 有这样的技术， 自己偷偷摸摸干出来不就好了，为什么发表出去？","listText":"这个TurboQuant 论文， 好像去年就炒过一次。 一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份&nbsp; 康奈尔大学发表 一个标2026年3月份， google 发表。 很奇怪，google 有这样的技术， 自己偷偷摸摸干出来不就好了，为什么发表出去？","text":"这个TurboQuant 论文， 好像去年就炒过一次。 一篇论文发两次。 https://arxiv.org/abs/2504.19874 https://turboquant.net/ 一个标2025年4月份 康奈尔大学发表 一个标2026年3月份， google 发表。 很奇怪，google 有这样的技术， 自己偷偷摸摸干出来不就好了，为什么发表出去？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546785750471584","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591359569724240,"gmtCreate":1785376415219,"gmtModify":1785376417511,"author":{"id":"3548968255975555","authorId":"3548968255975555","name":"grampus","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548968255975555","authorIdStr":"3548968255975555"},"themes":[],"title":"","htmlText":"话说得很漂亮，谁都懂，但实际上是怎么回事？","listText":"话说得很漂亮，谁都懂，但实际上是怎么回事？","text":"话说得很漂亮，谁都懂，但实际上是怎么回事？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591359569724240","repostId":"2655851633","repostType":2,"repost":{"id":"2655851633","kind":"news","pubTimestamp":1785305488,"share":"https://www.laohu8.com/m/news/2655851633?lang=zh_CN&edition=full","pubTime":"2026-07-29 14:11","market":"us","language":"zh","title":"东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”","url":"https://stock-news.laohu8.com/highlight/detail?id=2655851633","media":"智通财经","summary":"智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，“大跌一定要敢买，刚把剩余的子弹打光”，引发市场关注。此前，但斌曾发文提醒杠杆投资风险。尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持积极判断。不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。","content":"<html><body><p>智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，<strong>“大跌一定要敢买，刚把剩余的子弹打光”</strong>，引发市场关注。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260729/1785305669303913.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1785305669303913.png\"/></p><p>此前，但斌曾发文提醒杠杆投资风险。他表示，其关注的“2倍做多海力士ETF(07709)”一度大跌25.72%，“杠杆工具既能放大收益，也会成倍放大风险，潮水退去之时，更能看清市场波动的残酷。由此可见，这类杠杆产品需要格外谨慎。”</p><p>尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持积极判断。他认为，<strong><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY.US)已经成为这一轮AI行情阶段性的标志性公司之一，当前市场调整节奏较快，短期方向大概率很快就会见分晓。</strong></p><p>不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。他表示，从更长时间维度来看，只有供需格局持续优化、盈利能力稳步改善的企业，才有机会穿越一轮又一轮行业周期，为投资者创造持续回报。</p><p>近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。公开披露的海外持仓显示，其长期重仓<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI产业链龙头企业，同时也持续关注包括存储芯片在内的AI硬件赛道。他此前曾表示，相信AI产业仍处于长期成长周期，即便市场经历阶段性调整，优质公司的长期价值仍有望不断兑现。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-29 14:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1473489.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，“大跌一定要敢买，刚把剩余的子弹打光”，引发市场关注。此前，但斌曾发文提醒杠杆投资风险。他表示，其关注的“2倍做多海力士ETF(07709)”一度大跌25.72%，“杠杆工具既能放大收益，也会成倍放大风险，潮水退去之时，更能看清市场波动的残酷。由此可见，这类杠杆产品需要格外谨慎。”尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1473489.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMH":"半导体指数ETF-HOLDRs","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1778281490.HKD":"HSBC GIF 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