+关注
嘎嘎嘎有钱
暂无个人介绍
IP属地:四川
19
关注
0
粉丝
2
主题
0
勋章
主贴
热门
嘎嘎嘎有钱
03-06
这篇文章不错,转发给大家看看
@Weber和他的朋友:我们是怎样发掘美图和奈雪的茶—中小票方法论
嘎嘎嘎有钱
01-28
这篇文章不错,转发给大家看看
抱歉,原内容已删除
嘎嘎嘎有钱
2024-11-12
这篇文章不错,转发给大家看看
抱歉,原内容已删除
嘎嘎嘎有钱
2024-11-06
吃瓜
抱歉,原内容已删除
嘎嘎嘎有钱
2022-10-24
太狠了 -30%
抱歉,原内容已删除
嘎嘎嘎有钱
2022-10-21
😊
抱歉,原内容已删除
嘎嘎嘎有钱
2022-07-18
民主
抱歉,原内容已删除
嘎嘎嘎有钱
2021-07-16
小米雷军are you ok?
抱歉,原内容已删除
嘎嘎嘎有钱
2021-05-27
利息1300 亏了
嘎嘎嘎有钱
2021-01-26
昨晚太刺激了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573556122517988","uuid":"3573556122517988","gmtCreate":1610464383003,"gmtModify":1723037825974,"name":"嘎嘎嘎有钱","pinyin":"gggyqgagagayouqian","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":19,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":41,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.42%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"四川","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":410565932175768,"gmtCreate":1741264466686,"gmtModify":1741264468604,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"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/410565932175768","repostId":"408440720499272","repostType":1,"repost":{"id":408440720499272,"gmtCreate":1740734730183,"gmtModify":1740976296094,"author":{"id":"4133438966399200","authorId":"4133438966399200","name":"Weber和他的朋友","avatar":"https://static.tigerbbs.com/74e461dc517bb3a1d0b1af626e5e00ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133438966399200","authorIdStr":"4133438966399200"},"themes":[],"title":"我们是怎样发掘美图和奈雪的茶—中小票方法论","htmlText":"上一篇,本肥宅谈到了,在AI+消费周期下,我们团队是怎样构建自己的整个交易框架.今天本肥宅再谈谈怎样选择中小票的方法论.经常有私聊或者群里面问本肥宅,某个标的可不可以买,或者已经在爬升的某大票,比如小米可否追,某爆发的中票比如美图能不能加注.坦诚说,这个问题是无解的,因为没有建立自己的总体交易框架,是没有办法稳定盈利,在某个交易日问某个票能不能买,对于不同交易框架属性,是有不同答案.比如我写最多的腾讯,无论怎样问我,我都回复可以买,即使是去年480高点时候,本肥宅也是这样回复的,后面入了美帝名单,跌到369,我也没有啥觉得不妥,问我还是可以买,只不过当天做了个T而已.因为在我的交易框架内,AI+消费时代,腾讯的重仓配置的保守货,这波穿越AI周期,腾讯只能比移动互联网时代更高市值,在这个维度下,我们团队在检测微信电商+AI入口数据,微观上都支撑我们这个判断,所以我们就一直持有,一直买.不会480就全仓卖了,370时候就哭天抢地. 480和370对我们是一样的,区别不大,但是对于没有这个框架+数据支撑的朋友,这真的是天差地别了.在重仓配置了腾讯+小米(另文再说)后,我们也要去寻找高弹性的中小票,才能完整吃到这波AI+消费红利.那中小票的选择框架是什么1、后续发展是在AI+消费主题下的,这是天时,时代大主题必须紧扣,一旦启动,大资金和散户会很快聚焦,拉升速度快2、有业绩基本面和相当国民度, 业绩基本面这个不用说了,就是其实业绩一直不错,或者已经在反转,市场因为各种原因没有给到定价;具有巨大国民度,就是人人在用的,to c端用户庞大,这个非常关键,后文详细说.3、流量数据在异动增长,又或者长期保持在一个很稳定的水平,这个流量自来水含量很高,但是对应资本市场股价走势和数据背离,比如数据在异动,股价无爬升,流量自来水保持很稳定,但是股价连续多年扑街4、对应的股价年K多年扑街,","listText":"上一篇,本肥宅谈到了,在AI+消费周期下,我们团队是怎样构建自己的整个交易框架.今天本肥宅再谈谈怎样选择中小票的方法论.经常有私聊或者群里面问本肥宅,某个标的可不可以买,或者已经在爬升的某大票,比如小米可否追,某爆发的中票比如美图能不能加注.坦诚说,这个问题是无解的,因为没有建立自己的总体交易框架,是没有办法稳定盈利,在某个交易日问某个票能不能买,对于不同交易框架属性,是有不同答案.比如我写最多的腾讯,无论怎样问我,我都回复可以买,即使是去年480高点时候,本肥宅也是这样回复的,后面入了美帝名单,跌到369,我也没有啥觉得不妥,问我还是可以买,只不过当天做了个T而已.因为在我的交易框架内,AI+消费时代,腾讯的重仓配置的保守货,这波穿越AI周期,腾讯只能比移动互联网时代更高市值,在这个维度下,我们团队在检测微信电商+AI入口数据,微观上都支撑我们这个判断,所以我们就一直持有,一直买.不会480就全仓卖了,370时候就哭天抢地. 480和370对我们是一样的,区别不大,但是对于没有这个框架+数据支撑的朋友,这真的是天差地别了.在重仓配置了腾讯+小米(另文再说)后,我们也要去寻找高弹性的中小票,才能完整吃到这波AI+消费红利.那中小票的选择框架是什么1、后续发展是在AI+消费主题下的,这是天时,时代大主题必须紧扣,一旦启动,大资金和散户会很快聚焦,拉升速度快2、有业绩基本面和相当国民度, 业绩基本面这个不用说了,就是其实业绩一直不错,或者已经在反转,市场因为各种原因没有给到定价;具有巨大国民度,就是人人在用的,to c端用户庞大,这个非常关键,后文详细说.3、流量数据在异动增长,又或者长期保持在一个很稳定的水平,这个流量自来水含量很高,但是对应资本市场股价走势和数据背离,比如数据在异动,股价无爬升,流量自来水保持很稳定,但是股价连续多年扑街4、对应的股价年K多年扑街,","text":"上一篇,本肥宅谈到了,在AI+消费周期下,我们团队是怎样构建自己的整个交易框架.今天本肥宅再谈谈怎样选择中小票的方法论.经常有私聊或者群里面问本肥宅,某个标的可不可以买,或者已经在爬升的某大票,比如小米可否追,某爆发的中票比如美图能不能加注.坦诚说,这个问题是无解的,因为没有建立自己的总体交易框架,是没有办法稳定盈利,在某个交易日问某个票能不能买,对于不同交易框架属性,是有不同答案.比如我写最多的腾讯,无论怎样问我,我都回复可以买,即使是去年480高点时候,本肥宅也是这样回复的,后面入了美帝名单,跌到369,我也没有啥觉得不妥,问我还是可以买,只不过当天做了个T而已.因为在我的交易框架内,AI+消费时代,腾讯的重仓配置的保守货,这波穿越AI周期,腾讯只能比移动互联网时代更高市值,在这个维度下,我们团队在检测微信电商+AI入口数据,微观上都支撑我们这个判断,所以我们就一直持有,一直买.不会480就全仓卖了,370时候就哭天抢地. 480和370对我们是一样的,区别不大,但是对于没有这个框架+数据支撑的朋友,这真的是天差地别了.在重仓配置了腾讯+小米(另文再说)后,我们也要去寻找高弹性的中小票,才能完整吃到这波AI+消费红利.那中小票的选择框架是什么1、后续发展是在AI+消费主题下的,这是天时,时代大主题必须紧扣,一旦启动,大资金和散户会很快聚焦,拉升速度快2、有业绩基本面和相当国民度, 业绩基本面这个不用说了,就是其实业绩一直不错,或者已经在反转,市场因为各种原因没有给到定价;具有巨大国民度,就是人人在用的,to c端用户庞大,这个非常关键,后文详细说.3、流量数据在异动增长,又或者长期保持在一个很稳定的水平,这个流量自来水含量很高,但是对应资本市场股价走势和数据背离,比如数据在异动,股价无爬升,流量自来水保持很稳定,但是股价连续多年扑街4、对应的股价年K多年扑街,","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408440720499272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397284804366856,"gmtCreate":1738015528098,"gmtModify":1738015529857,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"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/397284804366856","repostId":"1139299885","repostType":2,"isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370187991076952,"gmtCreate":1731405047025,"gmtModify":1731405048650,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"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/370187991076952","repostId":"1162368139","repostType":2,"isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367984308166704,"gmtCreate":1730857792922,"gmtModify":1730857794744,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"themes":[],"htmlText":"吃瓜","listText":"吃瓜","text":"吃瓜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367984308166704","repostId":"1184822735","repostType":2,"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662531340,"gmtCreate":1666623116180,"gmtModify":1666623118778,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"themes":[],"htmlText":"太狠了 -30%","listText":"太狠了 -30%","text":"太狠了 -30%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662531340","repostId":"1129279649","repostType":2,"isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662148409,"gmtCreate":1666282616301,"gmtModify":1666282620442,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"themes":[],"htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662148409","repostId":"1141218346","repostType":2,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":686100220,"gmtCreate":1658155637463,"gmtModify":1704869089368,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"themes":[],"htmlText":"民主","listText":"民主","text":"民主","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686100220","repostId":"1162749336","repostType":4,"isVote":1,"tweetType":1,"viewCount":2367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170715529,"gmtCreate":1626450935961,"gmtModify":1626450935961,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"themes":[],"htmlText":"小米雷军are you ok?","listText":"小米雷军are you ok?","text":"小米雷军are you ok?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170715529","repostId":"1170997531","repostType":4,"isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132588202,"gmtCreate":1622099294806,"gmtModify":1622099294806,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"themes":[],"htmlText":"利息1300 亏了","listText":"利息1300 亏了","text":"利息1300 亏了","images":[{"img":"https://static.tigerbbs.com/ad492e6a366e33469096fcf9fd185735","width":"825","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132588202","isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":319710997,"gmtCreate":1611621530519,"gmtModify":1703751653435,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573556122517988","authorIdStr":"3573556122517988"},"themes":[],"htmlText":"昨晚太刺激了","listText":"昨晚太刺激了","text":"昨晚太刺激了","images":[{"img":"https://static.tigerbbs.com/5fb81e9b880dd421af5d94b3198e8a1e","width":"672","height":"982"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/319710997","isVote":1,"tweetType":1,"viewCount":2747,"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":1,"langContent":"CN","totalScore":0}],"hots":[{"id":170715529,"gmtCreate":1626450935961,"gmtModify":1626450935961,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"themes":[],"htmlText":"小米雷军are you ok?","listText":"小米雷军are you ok?","text":"小米雷军are you ok?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170715529","repostId":"1170997531","repostType":4,"isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319710997,"gmtCreate":1611621530519,"gmtModify":1703751653435,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"themes":[],"htmlText":"昨晚太刺激了","listText":"昨晚太刺激了","text":"昨晚太刺激了","images":[{"img":"https://static.tigerbbs.com/5fb81e9b880dd421af5d94b3198e8a1e","width":"672","height":"982"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/319710997","isVote":1,"tweetType":1,"viewCount":2747,"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,"authorIdStr":"3527667803686145","idStr":"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":1,"langContent":"CN","totalScore":0},{"id":410565932175768,"gmtCreate":1741264466686,"gmtModify":1741264468604,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"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/410565932175768","repostId":"408440720499272","repostType":1,"repost":{"id":408440720499272,"gmtCreate":1740734730183,"gmtModify":1740976296094,"author":{"id":"4133438966399200","authorId":"4133438966399200","name":"Weber和他的朋友","avatar":"https://static.tigerbbs.com/74e461dc517bb3a1d0b1af626e5e00ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133438966399200","idStr":"4133438966399200"},"themes":[],"title":"我们是怎样发掘美图和奈雪的茶—中小票方法论","htmlText":"上一篇,本肥宅谈到了,在AI+消费周期下,我们团队是怎样构建自己的整个交易框架.今天本肥宅再谈谈怎样选择中小票的方法论.经常有私聊或者群里面问本肥宅,某个标的可不可以买,或者已经在爬升的某大票,比如小米可否追,某爆发的中票比如美图能不能加注.坦诚说,这个问题是无解的,因为没有建立自己的总体交易框架,是没有办法稳定盈利,在某个交易日问某个票能不能买,对于不同交易框架属性,是有不同答案.比如我写最多的腾讯,无论怎样问我,我都回复可以买,即使是去年480高点时候,本肥宅也是这样回复的,后面入了美帝名单,跌到369,我也没有啥觉得不妥,问我还是可以买,只不过当天做了个T而已.因为在我的交易框架内,AI+消费时代,腾讯的重仓配置的保守货,这波穿越AI周期,腾讯只能比移动互联网时代更高市值,在这个维度下,我们团队在检测微信电商+AI入口数据,微观上都支撑我们这个判断,所以我们就一直持有,一直买.不会480就全仓卖了,370时候就哭天抢地. 480和370对我们是一样的,区别不大,但是对于没有这个框架+数据支撑的朋友,这真的是天差地别了.在重仓配置了腾讯+小米(另文再说)后,我们也要去寻找高弹性的中小票,才能完整吃到这波AI+消费红利.那中小票的选择框架是什么1、后续发展是在AI+消费主题下的,这是天时,时代大主题必须紧扣,一旦启动,大资金和散户会很快聚焦,拉升速度快2、有业绩基本面和相当国民度, 业绩基本面这个不用说了,就是其实业绩一直不错,或者已经在反转,市场因为各种原因没有给到定价;具有巨大国民度,就是人人在用的,to c端用户庞大,这个非常关键,后文详细说.3、流量数据在异动增长,又或者长期保持在一个很稳定的水平,这个流量自来水含量很高,但是对应资本市场股价走势和数据背离,比如数据在异动,股价无爬升,流量自来水保持很稳定,但是股价连续多年扑街4、对应的股价年K多年扑街,","listText":"上一篇,本肥宅谈到了,在AI+消费周期下,我们团队是怎样构建自己的整个交易框架.今天本肥宅再谈谈怎样选择中小票的方法论.经常有私聊或者群里面问本肥宅,某个标的可不可以买,或者已经在爬升的某大票,比如小米可否追,某爆发的中票比如美图能不能加注.坦诚说,这个问题是无解的,因为没有建立自己的总体交易框架,是没有办法稳定盈利,在某个交易日问某个票能不能买,对于不同交易框架属性,是有不同答案.比如我写最多的腾讯,无论怎样问我,我都回复可以买,即使是去年480高点时候,本肥宅也是这样回复的,后面入了美帝名单,跌到369,我也没有啥觉得不妥,问我还是可以买,只不过当天做了个T而已.因为在我的交易框架内,AI+消费时代,腾讯的重仓配置的保守货,这波穿越AI周期,腾讯只能比移动互联网时代更高市值,在这个维度下,我们团队在检测微信电商+AI入口数据,微观上都支撑我们这个判断,所以我们就一直持有,一直买.不会480就全仓卖了,370时候就哭天抢地. 480和370对我们是一样的,区别不大,但是对于没有这个框架+数据支撑的朋友,这真的是天差地别了.在重仓配置了腾讯+小米(另文再说)后,我们也要去寻找高弹性的中小票,才能完整吃到这波AI+消费红利.那中小票的选择框架是什么1、后续发展是在AI+消费主题下的,这是天时,时代大主题必须紧扣,一旦启动,大资金和散户会很快聚焦,拉升速度快2、有业绩基本面和相当国民度, 业绩基本面这个不用说了,就是其实业绩一直不错,或者已经在反转,市场因为各种原因没有给到定价;具有巨大国民度,就是人人在用的,to c端用户庞大,这个非常关键,后文详细说.3、流量数据在异动增长,又或者长期保持在一个很稳定的水平,这个流量自来水含量很高,但是对应资本市场股价走势和数据背离,比如数据在异动,股价无爬升,流量自来水保持很稳定,但是股价连续多年扑街4、对应的股价年K多年扑街,","text":"上一篇,本肥宅谈到了,在AI+消费周期下,我们团队是怎样构建自己的整个交易框架.今天本肥宅再谈谈怎样选择中小票的方法论.经常有私聊或者群里面问本肥宅,某个标的可不可以买,或者已经在爬升的某大票,比如小米可否追,某爆发的中票比如美图能不能加注.坦诚说,这个问题是无解的,因为没有建立自己的总体交易框架,是没有办法稳定盈利,在某个交易日问某个票能不能买,对于不同交易框架属性,是有不同答案.比如我写最多的腾讯,无论怎样问我,我都回复可以买,即使是去年480高点时候,本肥宅也是这样回复的,后面入了美帝名单,跌到369,我也没有啥觉得不妥,问我还是可以买,只不过当天做了个T而已.因为在我的交易框架内,AI+消费时代,腾讯的重仓配置的保守货,这波穿越AI周期,腾讯只能比移动互联网时代更高市值,在这个维度下,我们团队在检测微信电商+AI入口数据,微观上都支撑我们这个判断,所以我们就一直持有,一直买.不会480就全仓卖了,370时候就哭天抢地. 480和370对我们是一样的,区别不大,但是对于没有这个框架+数据支撑的朋友,这真的是天差地别了.在重仓配置了腾讯+小米(另文再说)后,我们也要去寻找高弹性的中小票,才能完整吃到这波AI+消费红利.那中小票的选择框架是什么1、后续发展是在AI+消费主题下的,这是天时,时代大主题必须紧扣,一旦启动,大资金和散户会很快聚焦,拉升速度快2、有业绩基本面和相当国民度, 业绩基本面这个不用说了,就是其实业绩一直不错,或者已经在反转,市场因为各种原因没有给到定价;具有巨大国民度,就是人人在用的,to c端用户庞大,这个非常关键,后文详细说.3、流量数据在异动增长,又或者长期保持在一个很稳定的水平,这个流量自来水含量很高,但是对应资本市场股价走势和数据背离,比如数据在异动,股价无爬升,流量自来水保持很稳定,但是股价连续多年扑街4、对应的股价年K多年扑街,","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408440720499272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397284804366856,"gmtCreate":1738015528098,"gmtModify":1738015529857,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"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/397284804366856","repostId":"1139299885","repostType":2,"isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370187991076952,"gmtCreate":1731405047025,"gmtModify":1731405048650,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"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/370187991076952","repostId":"1162368139","repostType":2,"isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367984308166704,"gmtCreate":1730857792922,"gmtModify":1730857794744,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"themes":[],"htmlText":"吃瓜","listText":"吃瓜","text":"吃瓜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367984308166704","repostId":"1184822735","repostType":2,"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662531340,"gmtCreate":1666623116180,"gmtModify":1666623118778,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"themes":[],"htmlText":"太狠了 -30%","listText":"太狠了 -30%","text":"太狠了 -30%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662531340","repostId":"1129279649","repostType":2,"isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662148409,"gmtCreate":1666282616301,"gmtModify":1666282620442,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"themes":[],"htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662148409","repostId":"1141218346","repostType":2,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":686100220,"gmtCreate":1658155637463,"gmtModify":1704869089368,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"themes":[],"htmlText":"民主","listText":"民主","text":"民主","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686100220","repostId":"1162749336","repostType":4,"isVote":1,"tweetType":1,"viewCount":2367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132588202,"gmtCreate":1622099294806,"gmtModify":1622099294806,"author":{"id":"3573556122517988","authorId":"3573556122517988","name":"嘎嘎嘎有钱","avatar":"https://static.tigerbbs.com/d9109863f8b402850672435a955d46f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573556122517988","idStr":"3573556122517988"},"themes":[],"htmlText":"利息1300 亏了","listText":"利息1300 亏了","text":"利息1300 亏了","images":[{"img":"https://static.tigerbbs.com/ad492e6a366e33469096fcf9fd185735","width":"825","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132588202","isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0}],"lives":[]}