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勇敢_小虎

勇敢_小虎

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0勋章

01-05 20:33

是机会，AI会继续涨的，大会也是ai关联企业的机会，如and 美光 meta NVIDIA等，所以最好的时机就是现在，加油吧

2025-12-31

我选择mmet,明年是Ai的爆发年，尤其AI眼镜将会在更广泛的应用。加上meta的基础设施，必将大涨

2025-12-30

依然看好AI,例如英伟达、博通，也看好openai,spacheX，希望美股明年涨涨涨

2025-12-30

我更推荐英伟达、谷歌、苹果、metm,pltr也行，但是crwd就算了。看好AI

2025-12-29

看涨，毕竟是AI元年，有AI作为支撑，应该是继续上涨的。看好2026年继续一路向上，跟着美股继续向前[财迷]

2025-12-26

4月份买了达子的call 提前卖了，不然真的是翻倍机会……

2025-12-25

利好英伟达，英伟达现在是扩建好时候，比较手上有那么多现金流，利润率还高，支持达子，感觉还要涨

2025-12-24

金银可以的，铜铝就算了吧，咋们别最后整个元素周期表。如果必须买，建议首选黄金。但是也得看情况，如果俄乌战争结束，那就别买了

2025-12-24

如果必须要买，就买$Coinbase Global, Inc.(COIN)$的正股，而且要做好长持的准备，反正再差也不会差到哪里。毕竟大饼长期是看涨，跌也不要太慌

2025-12-23

主要是微软没有增长点，所以股价没动。更推荐谷歌、达子

2025-12-23

勉强跑赢，以后要买ETF。感觉以后还是要多学习，多看社区，对了，兑换的那本全球ETF书籍非常棒，推荐大家看看。

2025-12-22

如果必须选那我选择：$英伟达(NVDA)$、$美国超微公司(AMD)$、$谷歌(GOOG)$、$Palantir Technologies Inc.(PLTR)$,这个是人工智能的扛把子

2025-12-22

各大机构线下对2026年的黄金是看中性走势，而且本来黄金是对冲资产，不可能一直持续上涨的。所以，可以卖了

2025-12-21

值得拜读

@谋定后动:【谋周报】黄金涨了64%之后，明年还值得继续押吗？（2025年第51周｜总第251期）

2025-12-21

四月份的打折扣，没有买，血亏

2025-12-20

这篇文章不错，转发给大家看看

@美股小猫咪2:Meta Platforms：市场错判了

2025-12-20

BBB

2025-12-18

2026年应该可以的，毕竟有AI大方向给带路的。而且美股方向也硬，随便一个杠杠的

2025-12-18

继续看涨，$英伟达(NVDA)$$博通(AVGO)$继续看涨，相信AI[财迷]

2025-12-18

可以卖了，黄金今年真的是暴涨，再不卖就没机会了

去老虎APP查看更多动态

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提前卖了，不然真的是翻倍机会……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/514998044094904","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000377","authorId":"9000000000000377","name":"TiffanyEveline","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000377","authorIdStr":"9000000000000377"},"content":"我也卖早了，肠子悔青！","text":"我也卖早了，肠子悔青！","html":"我也卖早了，肠子悔青！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514502711600176,"gmtCreate":1766641382277,"gmtModify":1766641573746,"author":{"id":"3557706213595858","authorId":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557706213595858","authorIdStr":"3557706213595858"},"themes":[],"htmlText":"利好英伟达，英伟达现在是扩建好时候，比较手上有那么多现金流，利润率还高，支持达子，感觉还要涨","listText":"利好英伟达，英伟达现在是扩建好时候，比较手上有那么多现金流，利润率还高，支持达子，感觉还要涨","text":"利好英伟达，英伟达现在是扩建好时候，比较手上有那么多现金流，利润率还高，支持达子，感觉还要涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/514502711600176","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000430","authorId":"9000000000000430","name":"PaulaBaldwin","avatar":"https://static.tigerbbs.com/7e02002a4ff0970395fc8264888e847d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000430","authorIdStr":"9000000000000430"},"content":"达子势头猛，现金流足利润高，继续冲！","text":"达子势头猛，现金流足利润高，继续冲！","html":"达子势头猛，现金流足利润高，继续冲！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514292762755160,"gmtCreate":1766590118289,"gmtModify":1766590120669,"author":{"id":"3557706213595858","authorId":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557706213595858","authorIdStr":"3557706213595858"},"themes":[],"htmlText":"金银可以的，铜铝就算了吧，咋们别最后整个元素周期表。如果必须买，建议首选黄金。但是也得看情况，如果俄乌战争结束，那就别买了","listText":"金银可以的，铜铝就算了吧，咋们别最后整个元素周期表。如果必须买，建议首选黄金。但是也得看情况，如果俄乌战争结束，那就别买了","text":"金银可以的，铜铝就算了吧，咋们别最后整个元素周期表。如果必须买，建议首选黄金。但是也得看情况，如果俄乌战争结束，那就别买了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/514292762755160","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000582","authorId":"9000000000000582","name":"GabrielleSusan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000582","authorIdStr":"9000000000000582"},"content":"黄金稳是稳，但俄乌局势太悬了","text":"黄金稳是稳，但俄乌局势太悬了","html":"黄金稳是稳，但俄乌局势太悬了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514292006535432,"gmtCreate":1766590026751,"gmtModify":1766590029309,"author":{"id":"3557706213595858","authorId":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557706213595858","authorIdStr":"3557706213595858"},"themes":[],"htmlText":"如果必须要买，就买<a 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年无疑是黄金的大年。 截至目前，金价年初至今涨幅约+64%，不仅显著跑赢大多数大类资产，也远远跑赢了标普500 指数。在风险资产普遍表现不差的背景下，黄金依然能交出这样一份成绩单，本身就说明：这不是一轮“被动避险”，而是一轮被主动配置出来的行情。 与此同时，全球黄金ETF的持仓量在今年创下历史新高。无论从价格，还是从资金行为来看，黄金都已经从过去几年那种“被边缘化的对冲资产”，重新回到了资产配置讨论的中心位置。 黄金ETF迎来自2020年以来最强的资金流入 在这样的背景下，市场自然会产生一个问题： 今年已经涨成这样了，明年的金价还能不能继续涨？ 在展开这个问题之前，先考考你下面这道选择题。 2025 年购买黄金最多的前三个国家是： A）波兰、哈萨克斯坦、阿塞拜疆 B）中国、印度、巴西 C）美国、中国、日本 答案是：A。 这件事本身，就已经值得我们停下来多想一会儿。 央行买金，逻辑并不在“看好金价” 投行们在讨论黄金时，有一个几乎必提的支撑逻辑：各国央行仍在持续买金。这确实是事实，但问题在于，是谁在买、为什么买，远比“买没买”本身更重要。 和很多人的直觉不同，近两年买金最积极的，并不是中国、印度这样的传统黄金消费或储备大国，而是波兰、哈萨克斯坦、阿塞拜疆这些与俄罗斯毗邻、地缘位置高度敏感的国家。 这三个国家有一个非常清晰的共同点： 被卷入战争的可能性，并不是抽象假设，而是真实存在的尾部风险。 在这种情形下，黄金的意义并不是“收益资产”，而是独立于任何金融体系之外、在极端情况下依然可动用的主权资源。它不需要清算、不需要授权、不依赖盟友态度。 这也是为什么，即便波兰是北约国家、美国盟友，它依然选择大幅提高黄金在外汇储备中的占比。央行做的不是概率判断，而是最坏情形下的生存准备。 但问题在于： 如果俄乌战争出现实质性缓和，甚至某种形式的停火或冻结，这条买金逻辑","listText":"如果只看结果，2025 年无疑是黄金的大年。 截至目前，金价年初至今涨幅约+64%，不仅显著跑赢大多数大类资产，也远远跑赢了标普500 指数。在风险资产普遍表现不差的背景下，黄金依然能交出这样一份成绩单，本身就说明：这不是一轮“被动避险”，而是一轮被主动配置出来的行情。 与此同时，全球黄金ETF的持仓量在今年创下历史新高。无论从价格，还是从资金行为来看，黄金都已经从过去几年那种“被边缘化的对冲资产”，重新回到了资产配置讨论的中心位置。 黄金ETF迎来自2020年以来最强的资金流入 在这样的背景下，市场自然会产生一个问题： 今年已经涨成这样了，明年的金价还能不能继续涨？ 在展开这个问题之前，先考考你下面这道选择题。 2025 年购买黄金最多的前三个国家是： A）波兰、哈萨克斯坦、阿塞拜疆 B）中国、印度、巴西 C）美国、中国、日本 答案是：A。 这件事本身，就已经值得我们停下来多想一会儿。 央行买金，逻辑并不在“看好金价” 投行们在讨论黄金时，有一个几乎必提的支撑逻辑：各国央行仍在持续买金。这确实是事实，但问题在于，是谁在买、为什么买，远比“买没买”本身更重要。 和很多人的直觉不同，近两年买金最积极的，并不是中国、印度这样的传统黄金消费或储备大国，而是波兰、哈萨克斯坦、阿塞拜疆这些与俄罗斯毗邻、地缘位置高度敏感的国家。 这三个国家有一个非常清晰的共同点： 被卷入战争的可能性，并不是抽象假设，而是真实存在的尾部风险。 在这种情形下，黄金的意义并不是“收益资产”，而是独立于任何金融体系之外、在极端情况下依然可动用的主权资源。它不需要清算、不需要授权、不依赖盟友态度。 这也是为什么，即便波兰是北约国家、美国盟友，它依然选择大幅提高黄金在外汇储备中的占比。央行做的不是概率判断，而是最坏情形下的生存准备。 但问题在于： 如果俄乌战争出现实质性缓和，甚至某种形式的停火或冻结，这条买金逻辑","text":"如果只看结果，2025 年无疑是黄金的大年。 截至目前，金价年初至今涨幅约+64%，不仅显著跑赢大多数大类资产，也远远跑赢了标普500 指数。在风险资产普遍表现不差的背景下，黄金依然能交出这样一份成绩单，本身就说明：这不是一轮“被动避险”，而是一轮被主动配置出来的行情。 与此同时，全球黄金ETF的持仓量在今年创下历史新高。无论从价格，还是从资金行为来看，黄金都已经从过去几年那种“被边缘化的对冲资产”，重新回到了资产配置讨论的中心位置。 黄金ETF迎来自2020年以来最强的资金流入 在这样的背景下，市场自然会产生一个问题： 今年已经涨成这样了，明年的金价还能不能继续涨？ 在展开这个问题之前，先考考你下面这道选择题。 2025 年购买黄金最多的前三个国家是： A）波兰、哈萨克斯坦、阿塞拜疆 B）中国、印度、巴西 C）美国、中国、日本 答案是：A。 这件事本身，就已经值得我们停下来多想一会儿。 央行买金，逻辑并不在“看好金价” 投行们在讨论黄金时，有一个几乎必提的支撑逻辑：各国央行仍在持续买金。这确实是事实，但问题在于，是谁在买、为什么买，远比“买没买”本身更重要。 和很多人的直觉不同，近两年买金最积极的，并不是中国、印度这样的传统黄金消费或储备大国，而是波兰、哈萨克斯坦、阿塞拜疆这些与俄罗斯毗邻、地缘位置高度敏感的国家。 这三个国家有一个非常清晰的共同点： 被卷入战争的可能性，并不是抽象假设，而是真实存在的尾部风险。 在这种情形下，黄金的意义并不是“收益资产”，而是独立于任何金融体系之外、在极端情况下依然可动用的主权资源。它不需要清算、不需要授权、不依赖盟友态度。 这也是为什么，即便波兰是北约国家、美国盟友，它依然选择大幅提高黄金在外汇储备中的占比。央行做的不是概率判断，而是最坏情形下的生存准备。 但问题在于： 如果俄乌战争出现实质性缓和，甚至某种形式的停火或冻结，这条买金逻辑","images":[{"img":"https://static.tigerbbs.com/726c40f44bbac8a9d49eafa3a98bc38b","width":"2212","height":"1238"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513113921180256","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5800,"gmtBegin":1766298916870,"gmtEnd":1766903383256,"type":1,"upper":1,"title":"2025 年购买黄金最多的前三个央行是","choices":[{"id":19485,"sort":1,"name":"波兰、哈萨克斯坦、阿塞拜疆","userSize":17,"voted":false},{"id":19486,"sort":2,"name":"中国、印度、巴西","userSize":32,"voted":false},{"id":19487,"sort":3,"name":"美国、中国、日本","userSize":22,"voted":false}]},"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513050981122984,"gmtCreate":1766283626986,"gmtModify":1766283629418,"author":{"id":"3557706213595858","authorId":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557706213595858","authorIdStr":"3557706213595858"},"themes":[],"htmlText":"四月份的打折扣，没有买，血亏","listText":"四月份的打折扣，没有买，血亏","text":"四月份的打折扣，没有买，血亏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513050981122984","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512824916516912,"gmtCreate":1766228352173,"gmtModify":1766228354790,"author":{"id":"3557706213595858","authorId":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557706213595858","authorIdStr":"3557706213595858"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512824916516912","repostId":"512736527712512","repostType":1,"repost":{"id":512736527712512,"gmtCreate":1766206774890,"gmtModify":1766375254253,"author":{"id":"3561036914501552","authorId":"3561036914501552","name":"美股小猫咪2","avatar":"https://static.tigerbbs.com/aaa8fa82e05e4318de67d353d08f9e47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561036914501552","authorIdStr":"3561036914501552"},"themes":[],"title":"Meta Platforms：市场错判了","htmlText":"小猫咪交易员12月18日交易收益：又是爆赚的一天！ 图片 图片 小猫咪3月发文黄金没上车怎么办？可以买银啊！从三月到现在白银翻倍！你听劝买了吗？跟上猫咪的节奏！ 尽管自9月初以来股价下跌了约10%，我依然维持对Meta Platforms, Inc.（META）的“强烈买入”评级。原因在于，公司的财务表现依旧出色，使其能够在多个高增长领域积极投入新兴业务。此外，若关于元宇宙预算将削减30%的传言属实，Meta将实现数十亿美元的成本节约，从而带来积极的盈利预期调整。与此同时，我的估值分析显示，Meta当前被低估了约16%。综上，我重申对Meta的“强烈买入”评级。 近期动态 公司于10月末发布了最新季度财报，我们先简要回顾。Meta再度实现双重超预期（营收与盈利均超出市场预期），延续强劲财报表现。Q3同比营收增速从Q2的21.6%大幅跃升至26.2%；每股收益（EPS）从去年同期的$6.03增长至$7.25，展现出强劲的盈利增长。更重要的是，除了核心指标之外，诸如利润率与活跃用户数等关键运营指标也延续了良好趋势，说明EPS增长具有坚实的基本面支撑。 【图表位置：Seeking Alpha】 受益于强劲业绩，Meta第三季度运营现金流从247亿美元增长至300亿美元。尽管该季度资本支出大幅增长，严重压缩了自由现金流（FCF），但FCF依然保持正值，反映出公司财务状况依然稳健。截至Q3，Meta账上持有高达445亿美元的现金储备，几乎无负债，相较于其1.6万亿美元的市值，这为其在AI和虚拟现实等高增长领域的战略投资提供了坚实保障。 【图表位置：Seeking Alpha】 Meta持续在生成式人工智能领域加大投入，预计将在2026年初发布新的大型语言模型（LLM），代号为Avocado。不同于此前的LLaMA模型，Avocado将是专有模型。这一新模型具备较强的成功潜力：首先，L","listText":"小猫咪交易员12月18日交易收益：又是爆赚的一天！ 图片 图片 小猫咪3月发文黄金没上车怎么办？可以买银啊！从三月到现在白银翻倍！你听劝买了吗？跟上猫咪的节奏！ 尽管自9月初以来股价下跌了约10%，我依然维持对Meta Platforms, Inc.（META）的“强烈买入”评级。原因在于，公司的财务表现依旧出色，使其能够在多个高增长领域积极投入新兴业务。此外，若关于元宇宙预算将削减30%的传言属实，Meta将实现数十亿美元的成本节约，从而带来积极的盈利预期调整。与此同时，我的估值分析显示，Meta当前被低估了约16%。综上，我重申对Meta的“强烈买入”评级。 近期动态 公司于10月末发布了最新季度财报，我们先简要回顾。Meta再度实现双重超预期（营收与盈利均超出市场预期），延续强劲财报表现。Q3同比营收增速从Q2的21.6%大幅跃升至26.2%；每股收益（EPS）从去年同期的$6.03增长至$7.25，展现出强劲的盈利增长。更重要的是，除了核心指标之外，诸如利润率与活跃用户数等关键运营指标也延续了良好趋势，说明EPS增长具有坚实的基本面支撑。 【图表位置：Seeking Alpha】 受益于强劲业绩，Meta第三季度运营现金流从247亿美元增长至300亿美元。尽管该季度资本支出大幅增长，严重压缩了自由现金流（FCF），但FCF依然保持正值，反映出公司财务状况依然稳健。截至Q3，Meta账上持有高达445亿美元的现金储备，几乎无负债，相较于其1.6万亿美元的市值，这为其在AI和虚拟现实等高增长领域的战略投资提供了坚实保障。 【图表位置：Seeking Alpha】 Meta持续在生成式人工智能领域加大投入，预计将在2026年初发布新的大型语言模型（LLM），代号为Avocado。不同于此前的LLaMA模型，Avocado将是专有模型。这一新模型具备较强的成功潜力：首先，L","text":"小猫咪交易员12月18日交易收益：又是爆赚的一天！ 图片 图片 小猫咪3月发文黄金没上车怎么办？可以买银啊！从三月到现在白银翻倍！你听劝买了吗？跟上猫咪的节奏！ 尽管自9月初以来股价下跌了约10%，我依然维持对Meta Platforms, Inc.（META）的“强烈买入”评级。原因在于，公司的财务表现依旧出色，使其能够在多个高增长领域积极投入新兴业务。此外，若关于元宇宙预算将削减30%的传言属实，Meta将实现数十亿美元的成本节约，从而带来积极的盈利预期调整。与此同时，我的估值分析显示，Meta当前被低估了约16%。综上，我重申对Meta的“强烈买入”评级。 近期动态 公司于10月末发布了最新季度财报，我们先简要回顾。Meta再度实现双重超预期（营收与盈利均超出市场预期），延续强劲财报表现。Q3同比营收增速从Q2的21.6%大幅跃升至26.2%；每股收益（EPS）从去年同期的$6.03增长至$7.25，展现出强劲的盈利增长。更重要的是，除了核心指标之外，诸如利润率与活跃用户数等关键运营指标也延续了良好趋势，说明EPS增长具有坚实的基本面支撑。 【图表位置：Seeking Alpha】 受益于强劲业绩，Meta第三季度运营现金流从247亿美元增长至300亿美元。尽管该季度资本支出大幅增长，严重压缩了自由现金流（FCF），但FCF依然保持正值，反映出公司财务状况依然稳健。截至Q3，Meta账上持有高达445亿美元的现金储备，几乎无负债，相较于其1.6万亿美元的市值，这为其在AI和虚拟现实等高增长领域的战略投资提供了坚实保障。 【图表位置：Seeking Alpha】 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