xyzfree的个人主页 - 老虎社区

xyzfree

xyzfree

做时间的朋友

IP属地：北京

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06-09

这篇文章不错，转发给大家看看

@小斯新报道:10家有潜力翻倍的公司

03-27

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抱歉，原内容已删除

01-08

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01-03

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@James黄佳仁:2025年AI行业展望：价值链与AI 发展四阶段明星股

2024-12-30

1

2024-12-23

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@Ryan_Z0528:AI+SaaS走出底部, 三种模型SaaS 公司值得关注: NOW, HUBS, CRM

2024-12-16

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2024-11-15

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2024-11-14

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2024-11-12

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2024-11-05

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@小虎AV:11月4日美国大选日前夜，马斯克再次参加了Joe Rogan访谈，解释了自己为何这次大选这么活跃（只是想要支持真正的民主），并指出民主党一直都在作弊（利用非法移民干扰正常选举，加州甚至通过了一项法律：投票的时候不允许出示身份证明）。两个半小时的采访，马斯克最后也开玩笑称若哈里斯最后当选，自己也完了~ 周一晚Joe Rogan正式公开发言，表示为特朗普背书。大家觉得这场二选一的游戏，马斯克和特斯拉的命运将何去何从？短期特斯拉股价会涨还是会跌呢？ $特斯拉(TSLA)$ 评论区分享你的观点和看法，一起赢取虎币奖励！

2024-10-24

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2024-10-21

这是一篇阴谋论文章，水平非常低下

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2024-08-16

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2024-08-16

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2024-08-03

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@Conan的投资笔记:巴菲特论如果回到30岁，自己会如何去投资，第一个100万美元是最难赚的

2024-07-05

你的成本1800美元吗

2024-06-15

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2024-05-25

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2024-04-19

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@他山之石:投资英伟达百倍回报的历程

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://laohu8.com/S/CDLR\">$Cadeler AS(CDLR)$</a> <a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> <a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> <a href=\"https://laohu8.com/S/TMDX\">$TransMedics Group Inc.(TMDX)$</a>","text":"$Hims & Hers Health Inc.(HIMS)$ $AST SpaceMobile, Inc.(ASTS)$ $NEBIUS(NBIS)$ $SoFi Technologies Inc.(SOFI)$ $美国超微公司(AMD)$ $Robinhood(HOOD)$ $Cadeler AS(CDLR)$ $Oscar Health, Inc.(OSCR)$ $Lemonade, Inc.(LMND)$ $TransMedics Group Inc.(TMDX)$","images":[{"img":"https://static.tigerbbs.com/50ce6c25529e1b11d4d785690bfc2388","width":"838","height":"722"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436736828870816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417787585295024,"gmtCreate":1743040595089,"gmtModify":1743040597153,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/417787585295024","repostId":"2522361495","repostType":2,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390139146605024,"gmtCreate":1736294539330,"gmtModify":1736294541084,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/390139146605024","repostId":"1162991409","repostType":4,"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388618651140592,"gmtCreate":1735919399224,"gmtModify":1735919400783,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/388618651140592","repostId":"386164383240392","repostType":1,"repost":{"id":386164383240392,"gmtCreate":1735288006031,"gmtModify":1745224527376,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191971567404220","authorIdStr":"4191971567404220"},"themes":[],"title":"2025年AI行业展望：价值链与AI 发展四阶段明星股","htmlText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","listText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","text":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” 英文直播回放链接>>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， $纳斯达克100指数(NDX)$ 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， $标普500(.SPX)$ 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， $标普500(.SPX)$ 只上涨了24%。 $纳斯达克100指数(NDX)$ 在互联网泡沫期间回报率超过了1000%。而 $纳斯达克100指数(NDX)$ 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","images":[{"img":"https://static.tigerbbs.com/8c64bfdb1f5883ffc12330eccb83d758","width":"906","height":"463"},{"img":"https://static.tigerbbs.com/a7df5a964017f5ddcd612599ada8de2f","width":"1128","height":"612"},{"img":"https://static.tigerbbs.com/6a0c1e40b500f1f14be07fdbd1901ef6","width":"1114","height":"594"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386164383240392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386951907135968,"gmtCreate":1735515557493,"gmtModify":1735515561503,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[{"img":"https://static.tigerbbs.com/f047a7b02fb95c284c36b60fcf69944e","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386951907135968","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":384705375318568,"gmtCreate":1734962158438,"gmtModify":1734962160482,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/384705375318568","repostId":"384747981631576","repostType":1,"repost":{"id":384747981631576,"gmtCreate":1734952000997,"gmtModify":1745224640966,"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"1436866998000","authorIdStr":"1436866998000"},"themes":[],"title":"AI+SaaS走出底部, 三种模型SaaS 公司值得关注: NOW, HUBS, CRM","htmlText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","listText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","text":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 $英伟达(NVDA)$ 涨超3%，转跌为涨，收复失地； $特斯拉(TSLA)$ 逆市跌超3%，连续三天下跌。 $比特币(BTC.USD.CC)$ V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， $MicroStrategy(MSTR)$ 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 $西方石油(OXY)$ 、 $Sirius XM Holdings Inc.(SIRI)$ 和 $威瑞信(VRSN)$ 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其实机构投资行业很多从业者挣钱并不是靠投资，比如很多机构投资者其实靠工资作为主要收入，和绩效挂钩奖金部分其实很少，机构投资者实行末位淘汰，不落到最后，一直大家买啥你也买啥，其实掉队概率会下降很多，可以保住工作。这也让很多在基金，券商自营，投资公司等等上班的机构投资者天长日久后，其实真实投资者能力是有大幅退化的。喜欢投资，挣的是管理费和死工资，兴趣是扮演股神，说的就是这种情况。 反而是一些个人投资者因为高度自负盈亏，而且他基本走上这条路，就是因为非常喜欢，本金也少，比如工作之余先半职业，最后转职业。所以他们回更早就率先度过了类似从0开始赚第一个1000万人民币或100万美元这样的关卡。形成了一套自己稳定且有厚度的投资体系。就类似昨天奥运中国选手樊振东在男单乒乓球8强赛0比2落后后，最终4比3逆转战胜日本选手张本智和时中国乒乓球男队教练陈玘说的那样，最终取胜靠的是樊振东的厚度，那种在遇到绝境对各种战术和技术经验的厚度。所谓厚度我理解说的就是赚第一个100万美元时积累的东西[龇牙] 正式问答部分 提问：如果你今天30多岁重新开始，在当前的环境中你会做什么不同或相同的事情来复制你的成功？简而言之，巴菲特先生, 我怎样才能赚到300亿美元? 巴菲特：如果我今天刚从学校毕业, 并且我有1万美元可以投资，我会从字母A开始逐一研究不同行业的公司。因为我投资的金额较小, 我会优先关注小公司，我更有机会发现被忽视的东","listText":"巴菲特和芒格回复这个问题质量比较高，但我就说其中一点，我觉得巴菲特和芒格说的有一个问题是很关键的，就是第一个100万美元是最难赚的，排除运气和牛熊市等等这些因素，这基本代表了你的投资水平可以到一个比较稳定的水平线上。他们说的问题也验证了我之前观察和一直在思考一个现象，就是有些个人投资者在投资行业的水平和战绩其实是高于机构投资者，哪怕这些机构投资者很有名，或者出自很有名的投资机构。 其实机构投资行业很多从业者挣钱并不是靠投资，比如很多机构投资者其实靠工资作为主要收入，和绩效挂钩奖金部分其实很少，机构投资者实行末位淘汰，不落到最后，一直大家买啥你也买啥，其实掉队概率会下降很多，可以保住工作。这也让很多在基金，券商自营，投资公司等等上班的机构投资者天长日久后，其实真实投资者能力是有大幅退化的。喜欢投资，挣的是管理费和死工资，兴趣是扮演股神，说的就是这种情况。 反而是一些个人投资者因为高度自负盈亏，而且他基本走上这条路，就是因为非常喜欢，本金也少，比如工作之余先半职业，最后转职业。所以他们回更早就率先度过了类似从0开始赚第一个1000万人民币或100万美元这样的关卡。形成了一套自己稳定且有厚度的投资体系。就类似昨天奥运中国选手樊振东在男单乒乓球8强赛0比2落后后，最终4比3逆转战胜日本选手张本智和时中国乒乓球男队教练陈玘说的那样，最终取胜靠的是樊振东的厚度，那种在遇到绝境对各种战术和技术经验的厚度。所谓厚度我理解说的就是赚第一个100万美元时积累的东西[龇牙] 正式问答部分 提问：如果你今天30多岁重新开始，在当前的环境中你会做什么不同或相同的事情来复制你的成功？简而言之，巴菲特先生, 我怎样才能赚到300亿美元? 巴菲特：如果我今天刚从学校毕业, 并且我有1万美元可以投资，我会从字母A开始逐一研究不同行业的公司。因为我投资的金额较小, 我会优先关注小公司，我更有机会发现被忽视的东","text":"巴菲特和芒格回复这个问题质量比较高，但我就说其中一点，我觉得巴菲特和芒格说的有一个问题是很关键的，就是第一个100万美元是最难赚的，排除运气和牛熊市等等这些因素，这基本代表了你的投资水平可以到一个比较稳定的水平线上。他们说的问题也验证了我之前观察和一直在思考一个现象，就是有些个人投资者在投资行业的水平和战绩其实是高于机构投资者，哪怕这些机构投资者很有名，或者出自很有名的投资机构。 其实机构投资行业很多从业者挣钱并不是靠投资，比如很多机构投资者其实靠工资作为主要收入，和绩效挂钩奖金部分其实很少，机构投资者实行末位淘汰，不落到最后，一直大家买啥你也买啥，其实掉队概率会下降很多，可以保住工作。这也让很多在基金，券商自营，投资公司等等上班的机构投资者天长日久后，其实真实投资者能力是有大幅退化的。喜欢投资，挣的是管理费和死工资，兴趣是扮演股神，说的就是这种情况。 反而是一些个人投资者因为高度自负盈亏，而且他基本走上这条路，就是因为非常喜欢，本金也少，比如工作之余先半职业，最后转职业。所以他们回更早就率先度过了类似从0开始赚第一个1000万人民币或100万美元这样的关卡。形成了一套自己稳定且有厚度的投资体系。就类似昨天奥运中国选手樊振东在男单乒乓球8强赛0比2落后后，最终4比3逆转战胜日本选手张本智和时中国乒乓球男队教练陈玘说的那样，最终取胜靠的是樊振东的厚度，那种在遇到绝境对各种战术和技术经验的厚度。所谓厚度我理解说的就是赚第一个100万美元时积累的东西[龇牙] 正式问答部分 提问：如果你今天30多岁重新开始，在当前的环境中你会做什么不同或相同的事情来复制你的成功？简而言之，巴菲特先生, 我怎样才能赚到300亿美元? 巴菲特：如果我今天刚从学校毕业, 并且我有1万美元可以投资，我会从字母A开始逐一研究不同行业的公司。因为我投资的金额较小, 我会优先关注小公司，我更有机会发现被忽视的东","images":[{"img":"https://static.tigerbbs.com/a03a5ff2de667cbc3cceebf525a4615f","width":"1670","height":"1085"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333987039662248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324228607250576,"gmtCreate":1720186493072,"gmtModify":1720186495301,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"htmlText":"你的成本1800美元吗","listText":"你的成本1800美元吗","text":"你的成本1800美元吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324228607250576","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317095544770768,"gmtCreate":1718454953900,"gmtModify":1718454955885,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/317095544770768","repostId":"1137220009","repostType":2,"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309811746349192,"gmtCreate":1716641561788,"gmtModify":1716641563684,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/309811746349192","repostId":"1143774827","repostType":2,"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296994281484392,"gmtCreate":1713537215655,"gmtModify":1713537217368,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/296994281484392","repostId":"296537085644808","repostType":1,"repost":{"id":296537085644808,"gmtCreate":1713434447057,"gmtModify":1713579602265,"author":{"id":"4094711023257340","authorId":"4094711023257340","name":"他山之石","avatar":"https://static.tigerbbs.com/2926b902a9d2022df66b891fa06c83bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094711023257340","authorIdStr":"4094711023257340"},"themes":[],"title":"投资英伟达百倍回报的历程","htmlText":"彼得.林奇创造了10倍股（10-bagger）说法。能够成功在一项投资中获得10倍回报，会受到万众瞩目。那么如果我们再进一步，能够获得100倍的投资回报，会是什么样？ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 英伟达就是这样一个百倍股。在过去的11年中，上涨超过250倍。 图片 （注：D代表有分红） 在这过程中，很多投资英伟达的人能够赚钱，但是能够盈利超过100倍的投资者却寥寥无几。O'Keefe Stevens Advisory就是其中之一。公司的创始人彼得-奥基夫（Peter O'Keefe）从2013年4月买入英伟达，买入价格3.1美元（拆分调整后的价格），市值77亿美元。而时至今日，英伟达的股价已经达到860美元，市值2.1万亿美元。O'Keefe在这11年中的收益超过150倍，成为他40多年投资生涯中最成功的投资。 历史是最好的老师。通过O'Keefe在持有英伟达过程中分享如何思考这家公司，也让我们能够了解他在这过程中都经历了什么。 但是，我们不能从后视镜去看成功。投资者不会在11年前就会认知到人工智能会发展到现在的水平，以及英伟达在其中起到的关键作用。投资者开始对英伟达的定位仅仅是一家提升电脑游戏效果的GPU提供商。而在这之后，英伟达在比特币挖矿、疫情影响下的居家办公、人工智能应用等一波波浪潮的推动下，不断扩大自己的市场，在发展中建立、扩大自己的护城河。股价也在波折中一路上扬。 难能可贵的是，对于O'Keefe而言，在持有的过程中对于公司的定位和认知会不断进化，自己也会从中不断重新对公司重新定位，帮助自己逐步认识到企业的价值。 也正是这种不断学习，自我纠正认知的过程，让O'Keefe能够不惧短期的波折，持续持有这家伟大的企业，带来上百倍的回报。 下面就是他山之石总结的O'Keefe投资英伟达的历程。","listText":"彼得.林奇创造了10倍股（10-bagger）说法。能够成功在一项投资中获得10倍回报，会受到万众瞩目。那么如果我们再进一步，能够获得100倍的投资回报，会是什么样？ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 英伟达就是这样一个百倍股。在过去的11年中，上涨超过250倍。 图片 （注：D代表有分红） 在这过程中，很多投资英伟达的人能够赚钱，但是能够盈利超过100倍的投资者却寥寥无几。O'Keefe Stevens Advisory就是其中之一。公司的创始人彼得-奥基夫（Peter O'Keefe）从2013年4月买入英伟达，买入价格3.1美元（拆分调整后的价格），市值77亿美元。而时至今日，英伟达的股价已经达到860美元，市值2.1万亿美元。O'Keefe在这11年中的收益超过150倍，成为他40多年投资生涯中最成功的投资。 历史是最好的老师。通过O'Keefe在持有英伟达过程中分享如何思考这家公司，也让我们能够了解他在这过程中都经历了什么。 但是，我们不能从后视镜去看成功。投资者不会在11年前就会认知到人工智能会发展到现在的水平，以及英伟达在其中起到的关键作用。投资者开始对英伟达的定位仅仅是一家提升电脑游戏效果的GPU提供商。而在这之后，英伟达在比特币挖矿、疫情影响下的居家办公、人工智能应用等一波波浪潮的推动下，不断扩大自己的市场，在发展中建立、扩大自己的护城河。股价也在波折中一路上扬。 难能可贵的是，对于O'Keefe而言，在持有的过程中对于公司的定位和认知会不断进化，自己也会从中不断重新对公司重新定位，帮助自己逐步认识到企业的价值。 也正是这种不断学习，自我纠正认知的过程，让O'Keefe能够不惧短期的波折，持续持有这家伟大的企业，带来上百倍的回报。 下面就是他山之石总结的O'Keefe投资英伟达的历程。","text":"彼得.林奇创造了10倍股（10-bagger）说法。能够成功在一项投资中获得10倍回报，会受到万众瞩目。那么如果我们再进一步，能够获得100倍的投资回报，会是什么样？ $英伟达(NVDA)$ 英伟达就是这样一个百倍股。在过去的11年中，上涨超过250倍。 图片 （注：D代表有分红） 在这过程中，很多投资英伟达的人能够赚钱，但是能够盈利超过100倍的投资者却寥寥无几。O'Keefe Stevens Advisory就是其中之一。公司的创始人彼得-奥基夫（Peter O'Keefe）从2013年4月买入英伟达，买入价格3.1美元（拆分调整后的价格），市值77亿美元。而时至今日，英伟达的股价已经达到860美元，市值2.1万亿美元。O'Keefe在这11年中的收益超过150倍，成为他40多年投资生涯中最成功的投资。 历史是最好的老师。通过O'Keefe在持有英伟达过程中分享如何思考这家公司，也让我们能够了解他在这过程中都经历了什么。 但是，我们不能从后视镜去看成功。投资者不会在11年前就会认知到人工智能会发展到现在的水平，以及英伟达在其中起到的关键作用。投资者开始对英伟达的定位仅仅是一家提升电脑游戏效果的GPU提供商。而在这之后，英伟达在比特币挖矿、疫情影响下的居家办公、人工智能应用等一波波浪潮的推动下，不断扩大自己的市场，在发展中建立、扩大自己的护城河。股价也在波折中一路上扬。 难能可贵的是，对于O'Keefe而言，在持有的过程中对于公司的定位和认知会不断进化，自己也会从中不断重新对公司重新定位，帮助自己逐步认识到企业的价值。 也正是这种不断学习，自我纠正认知的过程，让O'Keefe能够不惧短期的波折，持续持有这家伟大的企业，带来上百倍的回报。 下面就是他山之石总结的O'Keefe投资英伟达的历程。","images":[{"img":"https://static.tigerbbs.com/2e6f01b48611777a15c4f791e6a42b4b","width":"865","height":"286"},{"img":"https://static.tigerbbs.com/cdbeb3be4de93c728ff8e1a179177b81","width":"610","height":"405"},{"img":"https://static.tigerbbs.com/939b943ef984461d2d2ac3ebe971ffa5","width":"603","height":"402"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296537085644808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":399059864,"gmtCreate":1605885093958,"gmtModify":1703840319702,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"htmlText":"今天下载了老虎证券，打算开个户^_^","listText":"今天下载了老虎证券，打算开个户^_^","text":"今天下载了老虎证券，打算开个户^_^","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399059864","isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443906977665912,"gmtCreate":1749398529993,"gmtModify":1749398531653,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/443906977665912","repostId":"436736828870816","repostType":1,"repost":{"id":436736828870816,"gmtCreate":1747647828110,"gmtModify":1747647835196,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"279327367386116","authorIdStr":"279327367386116"},"themes":[],"title":"10家有潜力翻倍的公司","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://laohu8.com/S/CDLR\">$Cadeler AS(CDLR)$</a> <a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> <a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> <a href=\"https://laohu8.com/S/TMDX\">$TransMedics Group Inc.(TMDX)$</a>","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a> <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> <a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> <a href=\"https://laohu8.com/S/CDLR\">$Cadeler AS(CDLR)$</a> <a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> <a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a> <a href=\"https://laohu8.com/S/TMDX\">$TransMedics Group Inc.(TMDX)$</a>","text":"$Hims & Hers Health Inc.(HIMS)$ $AST SpaceMobile, Inc.(ASTS)$ $NEBIUS(NBIS)$ $SoFi Technologies Inc.(SOFI)$ $美国超微公司(AMD)$ $Robinhood(HOOD)$ $Cadeler AS(CDLR)$ $Oscar Health, Inc.(OSCR)$ $Lemonade, Inc.(LMND)$ $TransMedics Group Inc.(TMDX)$","images":[{"img":"https://static.tigerbbs.com/50ce6c25529e1b11d4d785690bfc2388","width":"838","height":"722"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436736828870816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417787585295024,"gmtCreate":1743040595089,"gmtModify":1743040597153,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/417787585295024","repostId":"2522361495","repostType":2,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390139146605024,"gmtCreate":1736294539330,"gmtModify":1736294541084,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/390139146605024","repostId":"1162991409","repostType":4,"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388618651140592,"gmtCreate":1735919399224,"gmtModify":1735919400783,"author":{"id":"3568978873871079","authorId":"3568978873871079","name":"xyzfree","avatar":"https://static.tigerbbs.com/a9f5acb108700133fc4c8709ba109483","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568978873871079","authorIdStr":"3568978873871079"},"themes":[],"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/388618651140592","repostId":"386164383240392","repostType":1,"repost":{"id":386164383240392,"gmtCreate":1735288006031,"gmtModify":1745224527376,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191971567404220","authorIdStr":"4191971567404220"},"themes":[],"title":"2025年AI行业展望：价值链与AI 发展四阶段明星股","htmlText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","listText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","text":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” 英文直播回放链接>>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， $纳斯达克100指数(NDX)$ 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， $标普500(.SPX)$ 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， $标普500(.SPX)$ 只上涨了24%。 $纳斯达克100指数(NDX)$ 在互联网泡沫期间回报率超过了1000%。而 $纳斯达克100指数(NDX)$ 在2024年到目前为止只回报了27%。从这个角度对比来看，AI 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三种模型SaaS 公司值得关注: NOW, HUBS, CRM","htmlText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","listText":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 涨超3%，转跌为涨，收复失地； <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 逆市跌超3%，连续三天下跌。 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$</a> 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 、 <a href=\"https://laohu8.com/S/SIRI\">$Sirius XM Holdings Inc.(SIRI)$</a> 和 <a href=\"https://laohu8.com/S/VRSN\">$威瑞信(VRSN)$</a> 三家公司的股票，价值超过5.6亿美元。在“股神”出手的消息传出后，隔夜这三","text":"美国PCE通胀力撑美股反弹，三大美股指收涨，美联储分歧未散。降息及企业减税背景下，北美SaaS估值有望进一步增长。一、盘面消息周五，三大美股指收涨超1%。 $英伟达(NVDA)$ 涨超3%，转跌为涨，收复失地； $特斯拉(TSLA)$ 逆市跌超3%，连续三天下跌。 $比特币(BTC.USD.CC)$ V形反转，跌穿9.3万关口后一度反弹超5000美元。12月23日， $MicroStrategy(MSTR)$ 加入纳斯达克100指数。反转再反转：周五，美联储芝加哥联储主席古尔斯比表示，未来12到18个月内利率仍有\"相当大的下调空间\"，重申了美联储对降息的支持立场。这一表态与当日公布的温和PCE通胀数据形成共振，推动美股三大指数集体走高。然而，美联储仍在存在巨大分歧。就在刚刚过去的周末，FOMC今年票委戴利表示“明年降息次数将比我们想象的要少得多”。股神抄底：巴菲特旗下的伯克希尔·哈撒韦公司在本周二、周三和周四三天内，购买了 $西方石油(OXY)$ 、 $Sirius XM Holdings Inc.(SIRI)$ 和 $威瑞信(VRSN)$ 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其实机构投资行业很多从业者挣钱并不是靠投资，比如很多机构投资者其实靠工资作为主要收入，和绩效挂钩奖金部分其实很少，机构投资者实行末位淘汰，不落到最后，一直大家买啥你也买啥，其实掉队概率会下降很多，可以保住工作。这也让很多在基金，券商自营，投资公司等等上班的机构投资者天长日久后，其实真实投资者能力是有大幅退化的。喜欢投资，挣的是管理费和死工资，兴趣是扮演股神，说的就是这种情况。 反而是一些个人投资者因为高度自负盈亏，而且他基本走上这条路，就是因为非常喜欢，本金也少，比如工作之余先半职业，最后转职业。所以他们回更早就率先度过了类似从0开始赚第一个1000万人民币或100万美元这样的关卡。形成了一套自己稳定且有厚度的投资体系。就类似昨天奥运中国选手樊振东在男单乒乓球8强赛0比2落后后，最终4比3逆转战胜日本选手张本智和时中国乒乓球男队教练陈玘说的那样，最终取胜靠的是樊振东的厚度，那种在遇到绝境对各种战术和技术经验的厚度。所谓厚度我理解说的就是赚第一个100万美元时积累的东西[龇牙] 正式问答部分 提问：如果你今天30多岁重新开始，在当前的环境中你会做什么不同或相同的事情来复制你的成功？简而言之，巴菲特先生, 我怎样才能赚到300亿美元? 巴菲特：如果我今天刚从学校毕业, 并且我有1万美元可以投资，我会从字母A开始逐一研究不同行业的公司。因为我投资的金额较小, 我会优先关注小公司，我更有机会发现被忽视的东","text":"巴菲特和芒格回复这个问题质量比较高，但我就说其中一点，我觉得巴菲特和芒格说的有一个问题是很关键的，就是第一个100万美元是最难赚的，排除运气和牛熊市等等这些因素，这基本代表了你的投资水平可以到一个比较稳定的水平线上。他们说的问题也验证了我之前观察和一直在思考一个现象，就是有些个人投资者在投资行业的水平和战绩其实是高于机构投资者，哪怕这些机构投资者很有名，或者出自很有名的投资机构。 其实机构投资行业很多从业者挣钱并不是靠投资，比如很多机构投资者其实靠工资作为主要收入，和绩效挂钩奖金部分其实很少，机构投资者实行末位淘汰，不落到最后，一直大家买啥你也买啥，其实掉队概率会下降很多，可以保住工作。这也让很多在基金，券商自营，投资公司等等上班的机构投资者天长日久后，其实真实投资者能力是有大幅退化的。喜欢投资，挣的是管理费和死工资，兴趣是扮演股神，说的就是这种情况。 反而是一些个人投资者因为高度自负盈亏，而且他基本走上这条路，就是因为非常喜欢，本金也少，比如工作之余先半职业，最后转职业。所以他们回更早就率先度过了类似从0开始赚第一个1000万人民币或100万美元这样的关卡。形成了一套自己稳定且有厚度的投资体系。就类似昨天奥运中国选手樊振东在男单乒乓球8强赛0比2落后后，最终4比3逆转战胜日本选手张本智和时中国乒乓球男队教练陈玘说的那样，最终取胜靠的是樊振东的厚度，那种在遇到绝境对各种战术和技术经验的厚度。所谓厚度我理解说的就是赚第一个100万美元时积累的东西[龇牙] 正式问答部分 提问：如果你今天30多岁重新开始，在当前的环境中你会做什么不同或相同的事情来复制你的成功？简而言之，巴菲特先生, 我怎样才能赚到300亿美元? 巴菲特：如果我今天刚从学校毕业, 并且我有1万美元可以投资，我会从字母A开始逐一研究不同行业的公司。因为我投资的金额较小, 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